证券之星消息，11月24日医疗信息化板块较上一交易日上涨1.48%，恒银科技领涨。当日上证指数报收 于3836.77，上涨0.05%。深证成指报收于12585.08，上涨0.37%。医疗信息化板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603106 | 恒银科技 | 12.36 | 9.96% | 40.31万 | 4.85亿 | | 002315 | 焦点科技 | 48.30 | 9.20% | 22.48万 | 10.53亿 | | 300078 | 思创医患 | 4.88 | 8.20% | 234.50万 | 11.10亿 | | 301396 | 宏景科技 | 63.49 | 8.16% | 11.84万 | 7.40亿 | | 300324 | 旋极信息 | 5.77 | 7.05% | 105.20万 | 5.91亿 | | 688246 | 嘉和美康 | 24.42 | 6.45% | 4.26万 | 1.02亿 | | 601929 | 吉视传媒 | ...

"依托全国统一的医保信息平台，医保影像云将分散的影像数据标准化、集中化。"国家医保局大数 据中心副主任赵秀竹介绍，2024年12月以来，全国启动医保影像云建设，将CT、磁共振、X光等检查影 像上传至云端存储，个人可以在手机端免费获取，其他医院和医保部门可以在云端直接调取。 目前，全国24个省份已完成医保影像云软件部署，具备影像云索引数据上传能力和省级平台端影像 数据跨省调阅能力，已向国家平台归集的影像数据索引达1.6亿条。 此前，医院影像数据互不相通，患者往往要随身携带厚厚一沓胶片辗转奔波，这些胶片常因折损、 模糊难以辨认，导致患者进行不必要的重复检查。 新华社北京11月21日电 题：更顺畅！医保影像可以跨省调阅啦！ 新华社记者彭韵佳、吴思 "您之前拍过肺部影像吗？我们可以跨省调阅。"北京大学第三医院全科医学科副主任医师刘青一边 询问来自河北雄安新区的患者杨先生，一边在电脑上操作医保影像云系统。 11月20日正式开启的全国医保影像云跨省调阅，意味着今后异地就医的患者无需再携带胶片，接诊 医生可通过云端影像了解病史。 技术赋能带来诊疗模式的变革。北京大学第三医院神经外科副主任医师于涛说，快速获取高质量的 影像数 ...

Core Points - The launch of the national medical insurance imaging cloud for cross-province retrieval marks a significant advancement in medical imaging services, allowing for seamless access to patient imaging data across different regions [1][2][3] - The initiative aims to enhance diagnostic accuracy and efficiency by overcoming traditional barriers associated with physical film storage and retrieval, thus facilitating better patient care [2][3][4] Group 1: Technological Advancements - The transition from traditional film to cloud-based imaging solutions addresses the limitations of physical films, such as their bulkiness, susceptibility to damage, and inability to capture detailed images [2][3] - The national medical insurance imaging cloud has indexed over 170 million imaging records, with a goal to establish a "national network" by 2027 [3] Group 2: Operational Efficiency - The implementation of a unified platform and indexing standards allows for efficient storage and retrieval of imaging data, significantly reducing costs associated with data transmission [3] - The cloud service is priced at 5 yuan per person per imaging instance, promoting local storage and cross-regional transmission as a medical service [3] Group 3: Patient-Centric Care - Patients can now access, download, and share their imaging data without incurring additional fees, which enhances the convenience of tiered medical services and remote consultations [3][4] - The ability to consult with high-level medical institutions remotely improves diagnostic quality and resource utilization across the healthcare system [4][5] Group 4: Future Innovations - The data generated from imaging services is expected to drive innovations in AI-assisted diagnostics and remote medical applications, further benefiting patients and healthcare professionals [4]

Market Overview - The medical information technology sector experienced a decline of 2.49% on November 21, with Tianyi Ma leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Stock Performance - Notable gainers in the medical information technology sector included: - Yuangeng Kunshi (000566) with a closing price of 8.38, up 5.81% [1] - Zhejiang University Network New (600797) at 11.03, up 3.18% [1] - Sichuang Medical (300078) at 4.51, up 2.04% [1] - Major decliners included: - Tianyi Ma (301178) at 51.97, down 9.24% [2] - ST Yinda (300125) at 8.27, down 7.80% [2] - Rong Technology (300290) at 24.68, down 6.44% [2] Capital Flow - The medical information technology sector saw a net outflow of 2.673 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.234 billion yuan [2][3] - Key stocks with significant capital flow included: - Zhejiang University Network New (600797) with a net inflow of 121 million yuan from institutional investors [3] - Ji Shi Media (601929) with a net inflow of 97.23 million yuan [3] - Huayu Software (300271) with a net inflow of 36.92 million yuan [3]

截至发稿，嘉和美康市值为35亿元。 每经头条（nbdtoutiao）——爱泼斯坦案文件解密倒计时，美国会"秒过"法案直通特朗普，引爆两党"极 限撕扯" （记者 曾健辉） 每经AI快讯，嘉和美康（SH 688246，收盘价：25.22元）11月19日晚间发布公告称，公司于近日收到公 司股东国寿成达出具的《关于股份减持结果的告知函》，国寿成达已于2025年10月20日至2025年10月22 日期间期间通过集中竞价方式累计减持所持有的公司股份约138万股，占公司当前股份总数的1%。截至 目前，本次减持计划披露的减持时间区间届满。 2024年1至12月份，嘉和美康的营业收入构成为：医疗信息化行业占比99.73%，其他行业占比0.27%。 ...

文丨顾小白 编辑丨百进 来源丨正经社（ID：zhengjingshe） （本文约为4200字） 正经社分析师观察发现，脱胎于阿里集团的蚂蚁集团，健康战略是以AI驱动，本质仍是对阿里赖以生存的平台化思维的延续，继承了平台思维中"连 接"与"闭环"的精髓。若能走通这条路，不仅将收获一个新的增长极，更将完成一次从"金融科技平台"向"AI驱动的民生服务基础设施" 的深刻转型。 【正经社"科技前沿"观察之66】 蚂蚁集团正面临新增长极培育难题。与此同时，更需要讲好新的市场"故事"以便于估值的修复和管理。 近日，其宣布升级组织架构，原"数字医疗健康事业部"正式升级为"健康事业群"，将加速推动医疗健康业务成为战略支柱板块。 然而，与阿里系的淘宝、天猫等显著区别的是，这一平台的链路更为复杂、多维，尤其是医疗资源本身就壁垒高筑，整合的难度可想而知。 作为医疗健康领域的外部者，更是面临着专业信任的极大挑战。 就眼下而言，其所宣称的"AI驱动"这一关键引擎，实际上是医疗健康赛道的整体趋势，赛道上几乎所有的参与者，都是以此为目标或手段。因此，能否 以"AI驱动"建立起自身的竞争壁垒，尚待更长时间的观察。 事实上，就在去年同期，百度健 ...

证券之星消息，2025年11月14日麦迪科技（603990）发布公告称公司于2025年11月12日召开业绩说明会， 投资者、国盛证券、中银国际、浙江鸿悦参与。 问：请三季度公司毛利率增长是源于产品结构优化、成本控制还是光伏业务剥离后的报表优化? 答：尊敬的投资者您好,公司2025年前三季度毛利率较上年同期显著提升,其核心原因是公司于年初完成了 亏损光伏业务的彻底剥离,使得高毛利率的医疗信息化主业成为公司经营业绩的主要来源,公司的业务结构 及财务表现完成根本性优化。与此同时,公司在归主业后通过加强项目精细化管理与成本控制,进一步夯实 了内在经营效率。这一系列举措的综合成效,不仅体现在毛利率的优化上,也直接反映为公司资产负债率大 幅下降、经营活动现金流由负转正等财务指标的实质性改善。因此,本次毛利率增长是公司战略聚焦与运 营提效共同作用的合理结果。感谢您对公司的关注! 问：公司在费用控制、现金流管理方面有哪些改善? 答：尊敬的投资者您好,自2025年1月完成光伏业务100%股权交割后,公司资产负债率从74.56%骤降至 32.41%,财务结构显著优化。同时公司通过降本增效,精细化管理等方式使得销售费用、管理费用、 ...

Group 1: Banking Sector - Four A-share listed banks will implement mid-term dividends for 2025, with a total payout of approximately 17.94 billion yuan [2] - As of November 15, eight A-share listed banks have completed their mid-term dividends for 2025, indicating a trend towards high dividend policies to boost market confidence [2] Group 2: Monetary Policy - The People's Bank of China will conduct a 800 billion yuan reverse repurchase operation to maintain liquidity in the banking system, with a term of 182 days [1][3] - A total of 11.22 trillion yuan in reverse repos will mature this week, indicating ongoing liquidity management by the central bank [3] Group 3: Company News - Huawei is set to release new AI technology on November 21, which aims to significantly improve the efficiency of computing resources from an industry average of 30%-40% to 70% [4] - Zhongwei Co. is in the process of issuing H-shares for listing on the Hong Kong Stock Exchange, with a base issuance of 104 million shares, potentially raising approximately 3.433 billion HKD [4] - Chuangye Huikang is undergoing a control change, with a major shareholder transferring 6.23% of shares, which will make the buyer the largest shareholder [5] - Heshun Petroleum plans to acquire at least 34% of Shanghai Kuixin Integrated Circuit Design Co., with a total transaction value not exceeding 540 million yuan [6] Group 4: Industry Trends - Institutional interest in listed companies remains high, with nearly 770 companies receiving institutional research in November, particularly in the electronics and machinery sectors [2] - The focus for technology investments in 2026 is expected to revolve around the application of AI, with specific attention on companies benefiting from domestic AI applications and computing power construction [2]

Summary of Madi Technology Conference Call Company Overview - Madi Technology has divested its photovoltaic business, resulting in a significant reduction in debt-to-equity ratio to 32.41%, indicating a substantial optimization of its financial structure [1][4] - The company operates in the medical information technology sector, covering 32 provinces and cities in China, serving over 2,400 hospitals [2][5] Key Achievements and Developments - Madi Technology has established high barriers in the medical information field, participating in the formulation of regional emergency data exchange standards and collaborating deeply with Huawei to create a regional emergency rescue network [2][5][6] - Since acquiring Haikou Mary Hospital in 2019, Madi Technology has achieved steady growth in asset scale, revenue, and profit through scientific management and optimized treatment plans [2][7] - The company’s health care robot won a silver award at the Shenzhen International Smart Elderly Care Industry Expo, indicating its commitment to exploring smart elderly care service robots [2][8] Financial Performance - In the first three quarters of 2025, Madi Technology reported revenue of approximately 220 million yuan, with a 63% decrease in operating costs compared to the previous year [4] - The total profit exceeded 38 million yuan, with a net profit attributable to shareholders of 34.27 million yuan, marking a turnaround from losses [4] - Operating cash flow increased by 128.11% year-on-year, significantly boosted by cash inflows from the divestiture of the photovoltaic subsidiary [4] Innovations and Collaborations - Madi Technology has launched an automated AED drone rescue solution in collaboration with Northwestern Polytechnical University, aiming to enhance medical rescue efficiency with a 4-minute emergency response circle [2][9][10] - The company is actively exploring the application of smart elderly care robots in various settings, addressing current challenges such as high costs and insufficient suitability for the elderly [2][8] Future Strategy - Madi Technology plans to continue promoting high-quality development in smart healthcare and drive industry integration, focusing on emerging fields such as low-altitude economy and health care robots [3][11] - The company aims to leverage AI intelligent services and the medical care market, integrating self-developed software platforms with AI models to create an efficient collaborative smart health care platform [3][11]

Group 1 - The actual controller of Weining Health, Zhou Wei, was sentenced to one and a half years in prison for bribery, raising concerns about the company's governance structure and transparency [1][4] - Zhou Wei's son, Zhou Cheng, has been nominated as a non-independent director candidate, which has sparked worries about the "familial" governance structure and internal controls of Weining Health [1][4] Group 2 - Weining Health reported a significant decline in performance, with a 32.27% year-on-year drop in revenue and a net loss of 241 million yuan, marking a 256.10% decrease in net profit compared to the previous year [2][3] - The company attributed the drastic performance fluctuations to factors such as deferred customer demand, project acceptance delays, and the inability of new products to generate substantial revenue [2][3] Group 3 - Weining Health is undergoing a transition from traditional software to internet healthcare, but its internet medical business is still in the "optimization" phase and has not yet made a stable contribution [3] - The company faces pressures from rigid labor costs and tax liabilities, which further squeeze profit margins [3][4] Group 4 - Weining Health is confronted with multiple intertwined risks, including legal issues, governance disputes, and significant performance declines, which complicate its path to regaining investor trust [4]