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门诊慢特病,春节用药不中断
Qi Lu Wan Bao· 2026-02-25 06:46
患有高血压,糖尿病,肿瘤等慢特病的参保人,春节期间用药可提前备足! 凭医生开具的长期处方,可结算最长不超过12周的药品费用,避免节日期间反复就医开药。 补充提醒:异地慢特病患者,异地就医备案后可在备案地的定点医疗机构就医购买慢特病药品,享受对 应报销待遇,具体范围可查询医保目录或咨询当地医保部门。 ...
年报预告景气行业的个股指引
GOLDEN SUN SECURITIES· 2026-02-25 02:35
Sector Insights - The current booming sectors for 2025 earnings forecasts are primarily in new energy, pharmaceuticals, and technology[12] - Key stocks in the energy metals sector include Huayou Cobalt, which reported significant increases in product prices and production volumes[1] - In the battery sector, companies like Putailai and Xianhui Technology are highlighted due to rapid growth in demand from the new energy vehicle and energy storage markets[1] - The pharmaceutical sector shows a divergence in performance, with WuXi AppTec indicating stable growth while Dian Diagnostics faces revenue pressure[2] Market Performance - A-shares experienced slight gains with a focus on technology stocks driven by AI industry catalysts, while consumer sectors lagged[3] - The A-share ERP is currently at 2.52%, reflecting a slight recovery in market risk appetite[3] - Global equity markets mostly rose, with Asian markets leading; the KOSPI, Taiwan Stock Exchange, and Nikkei 225 saw increases of 8.21%, 5.74%, and 4.96% respectively[6] Policy and Economic Indicators - January's macroeconomic indicators in China showed positive signals, with core CPI improving and PPI's decline narrowing[7] - The U.S. labor market added 130,000 jobs in January, exceeding expectations, while CPI data met forecasts, indicating a stable inflation environment[7]
南京新百股价涨5.11%,南方基金旗下1只基金位居十大流通股东,持有615.41万股浮盈赚取221.55万元
Xin Lang Ji Jin· 2026-02-25 02:21
2月25日,南京新百涨5.11%,截至发稿,报7.40元/股,成交1.61亿元,换手率1.90%,总市值99.54亿 元。 资料显示,南京新街口百货商店股份有限公司位于江苏省南京市中山南路1号,成立日期1991年5月14 日,上市日期1993年10月18日,公司主营业务涉及百货零售业务、脐带血存储业务、护理服务收入、养 老业务等。主营业务收入构成为:健康养老、护理业36.97%,医药制造业23.74%,医疗服务15.26%, 专业技术服务业14.97%,商业5.54%,科研服务3.03%,宾馆餐饮业0.50%。 南方中证1000ETF(512100)基金经理为崔蕾。 截至发稿,崔蕾累计任职时间7年112天,现任基金资产总规模1370.2亿元,任职期间最佳基金回报 250.66%, 任职期间最差基金回报-15.93%。 数据显示,南方基金旗下1只基金位居南京新百十大流通股东。南方中证1000ETF(512100)三季度新 进十大流通股东,持有股数615.41万股,占流通股的比例为0.53%。根据测算,今日浮盈赚取约221.55 万元。 南方中证1000ETF(512100)成立日期2016年9月29日,最新规模 ...
市第一医院获评 国家心肌病专科联盟优秀单位
Xin Lang Cai Jing· 2026-02-25 00:30
(来源:邯郸日报) 作为区域医疗中心重点学科,市第一医院心血管内科聚焦心肌病规范化诊疗、精准评估与个体化治疗, 持续引进前沿医疗技术、开展创新诊疗项目,不断刷新心血管疾病救治的"技术高度"。该医院严把医疗 质量关,以精细化管理筑牢患者安全防线,为区域患者提供了高质量的诊疗服务。在深耕临床的同时, 该医院积极融入国家心血管病中心心肌病专科联盟,主动参与联盟组织的临床研究、质控管理、学术交 流等各项工作,在推动心肌病诊疗规范化、标准化建设,以及优质医疗资源下沉基层等方面发挥了积极 作用。 转自:邯郸日报 本报讯(记者张君)近日,国家心血管病中心心肌病专科联盟公布2025年度成员单位考评结果,市第一 医院获评优秀单位。 ...
通策医疗董事和高管拟最高增持1200万 提出收入倍增计划力争全年业绩增30%
Chang Jiang Shang Bao· 2026-02-24 23:46
长江商报消息 ●长江商报记者 汪静 通策医疗(600763.SH)董监高出手回购。 2月24日晚间,通策医疗发布公告称,公司董事长王毅、董事黄浴华、董秘张华、财务总监徐国喜及其 他管理人员赵敏计划自2026年2月13日起6个月内增持公司股份。 根据公告,本次增持主体包括董事、总经理等高管人员,拟通过上海证券交易所系统以集中竞价方式实 施。增持金额合计不低于600万元,不超过1200万元,其中王毅、黄浴华、张华每人拟增持150万至300 万元,徐国喜拟增持50万至100万元,赵敏拟增持100万至200万元。资金来源为自有或自筹资金。 截至2月13日,上述人员已首次合计增持3.82万股,总金额约181.61万元。 长江商报记者注意到,随着千亿市值光环褪去,公司股价持续下滑,2024年4月一度跌至35.54元/股, 此后公司股价缓慢恢复增长,截至2026年2月24日,收报50.03元/股。 在2026年新年致辞中,通策医疗董事长王毅提出,"实现公司整体业绩同比增长30%"。通策医疗在此前 的调研会上表示,公司持续推进"大部制"改革,对2026年恢复稳步增长充满信心,并已正式重新提出内 部收入倍增计划。 董事和高管拟 ...
医者使命扛在肩
Xin Lang Cai Jing· 2026-02-24 22:23
2月16日是农历除夕,万家团圆的日子。早上8点刚过,贵州省人民医院泌尿外科副主任江克华就来到了 办公室。匆匆换上白大褂,江克华来到20号病床查看患者情况。该名患者是前一晚送来的急诊病人,刚 刚因为器官破裂接受了一场大手术,江克华和团队忙碌到凌晨3点多。 看到患者各项指标均处于正常水平后,江克华回到办公室,打开电脑逐一查看科室住院患者的诊治资 料、检查报告和护理记录,为当天的查房工作做准备。 "大爷,今天感觉怎么样,伤口有没有胀痛?""阿姨,过年好,昨晚睡得踏实吗?"上午9点,江克华带 领值班医生以及培养的研究生等6人,开始查房。 晚上6点,在确保各项工作都安排妥当后,江克华离开了办公室,但作为科室的"三值班"人员,他处于 24小时待命状态,要确保随叫随到。"即便是年夜饭,也必须滴酒不沾。"他说,自己从医多年,早已习 惯了这样的节假日,"医者的坚守,就是为了让更多家庭能够团圆安康"。 与平日不同,当日的病房里多了几分暖意。在查房过程中,医生们将精心准备的新春礼包送到患者手 中。礼包里有水果、糖果和点心,代表了科室全体医护人员的新春祝福。"过年了,患者不能回家与亲 人团圆,这些东西是我们的一点心意,希望让患者和家 ...
视频丨背起药箱、跨上马背 他的高原牧区巡诊路走了三十多年
Yang Shi Xin Wen Ke Hu Duan· 2026-02-24 14:46
0:00 万家团聚时刻,在新疆伊犁特克斯,年逾六旬的医生居马泰・俄白克背上药箱跨上马背,再一次踏上坚守三十余年的巡诊路,把健康和温暖送到高原牧区深 处的每一户牧民家中。 这个春节,在平均海拔超过3000米的高原上,新疆特克斯县包扎得尔牧业卫生院院长居马泰・俄白克给卫生院的大门贴上了春联,给这里增添了浓浓的年 味。贴完春联,居马泰拿起已陪伴他34年的药箱,跨上马背,朝着牧民别克木哈买提·贾帕尔家走去,那里是他入户巡诊的第一站。 新疆特克斯县包扎得尔牧区牧民 别克木哈买提・贾帕尔:居马泰・俄白克医生又来看我们,给我们贴春联、送药品、检查身体,我们心里特别暖,特别感 动! 在包扎得尔牧区,2000多户牧民散居在连绵的山岭间。曾经由于路途遥远且交通不便,牧民求医问药十分艰难,居马泰便骑着马和摩托车去牧民家中巡诊。 为了提高巡诊效率,他凭记忆绘制出标有每一户牧民位置的"巡诊地图"。辖区内每一户牧民的健康状况,他都了然于心。 34年里,他换了5匹马、骑坏了3辆摩托车。牧区缺医少药,居马泰便刻苦钻研医术,成为牧民们最信赖的全科医生。这个春节,除了骑马去那些交通不便的 牧民家中巡诊,他还主动留在特克斯县中医医院值班,继续守护 ...
Q4营收低于预期 Hims & Hers Health(HIMS.US)盘前跌超7%
Zhi Tong Cai Jing· 2026-02-24 14:38
Core Viewpoint - Hims & Hers Health reported mixed financial results for Q4 2025, with revenue slightly below expectations despite a year-over-year growth of 28% [1] Financial Performance - Q4 2025 revenue reached $617.82 million, which is lower than the expected $619.22 million [1] - Earnings per share (EPS) were $0.08, exceeding the forecast of $0.03 [1] - The company has over 2.5 million subscription users [1] - Gross margin decreased from 77% a year ago to 72% [1] Future Guidance - For Q1, the company expects revenue between $600 million and $625 million, below the anticipated $653.12 million [1] - For the fiscal year 2026, revenue is projected to be between $2.7 billion and $2.9 billion, slightly below the market expectation of $2.74 billion [1]
看好底部反转的医疗服务和药店板块
2026-02-24 14:16
Summary of Conference Call on Healthcare Services and Pharmacy Sector Industry Overview - The focus is on the healthcare services and pharmacy sectors within the pharmaceutical industry, particularly consumer-oriented segments, which are currently viewed positively due to historical low valuations after a prolonged adjustment period [1][2]. Key Points and Arguments Healthcare Services - The healthcare services sector has experienced significant declines, with current valuations at historical lows, indicating a potential for recovery by 2026 [1]. - Specific companies highlighted for their optimistic 2026 guidance include Tongce Medical, Gushengtang, and Aier Eye Hospital, all expected to show double-digit growth [1][2]. - The recovery in the sector is anticipated to be driven by improvements in supply structure and consumer environment, leading to a business rebound [2]. - Aier Eye Hospital is introducing new consumer-oriented surgical procedures, which may increase average transaction values despite stable surgical volumes [2]. Market Trends - Data from October 2025 shows positive growth in outpatient services in cities like Chongqing and Tianjin, with increases of 5-6% and 13-14% respectively [3]. - The overall trend indicates a recovery in both service volume and pricing, particularly in consumer-oriented medical fields like ophthalmology [3][4]. AI Integration - AI is expected to empower healthcare service companies, with applications like Ant Group's AI health app showing significant user growth, indicating a new growth driver for leading healthcare service firms [4][5]. Pharmacy Sector - The pharmacy sector is experiencing notable improvements in performance since Q3 2025, with leading companies showing consistent same-store sales growth [6]. - The sector is supported by government policies aimed at increasing industry concentration and chain store rates, which are expected to drive medium-term performance [6][7]. - Companies like Yifeng Pharmacy and Dazhong Pharmacy are highlighted for their strong cash flow and dividend yields, with Dazhong reporting a 60% dividend payout ratio [6][7]. Online vs. Offline Dynamics - The online pharmacy market is growing rapidly, but it serves a different demographic compared to traditional pharmacies, which cater more to older consumers [7][8]. - The online pharmacy market is projected to grow significantly, driven by products like GLP-1, but the overall growth rate may stabilize as both online and offline markets adjust [9][10]. Regulatory Environment - Recent government policies emphasize enhancing pharmacy service capabilities and supporting prescription outsourcing, which could lead to increased revenue opportunities for pharmacies [13][14]. - The focus on compliance and competition is expected to benefit larger pharmacy chains with established networks and resources for mergers and acquisitions [17]. Home Medical Devices - The home medical device sector is poised for growth due to an aging population and increasing health awareness, with significant potential in health monitoring devices like blood pressure monitors and glucose meters [18][19]. - Companies such as Yuyue Medical and Sanofi are recommended for their strong growth prospects in this segment [21]. Conclusion - The healthcare services, pharmacy, and home medical device sectors are expected to experience a bottom reversal, driven by improving fundamentals and supportive government policies. Key players in these sectors are well-positioned to capitalize on these trends, making them attractive investment opportunities moving forward [1][21].
博济医药拟减持不超266.7万股的已回购股份
Zhi Tong Cai Jing· 2026-02-24 13:07
博济医药(300404)(300404.SZ)发布公告,公司于2026年2月24日召开了第五届董事会第十九次会议, 审议通过了《关于回购股份集中竞价减持计划的议案》,根据公司于2024年2月6日在巨潮资讯网上披露 的《回购报告书》中的回购股份用途约定,公司董事会同意公司将本次用于维护公司价值及股东权益回 购的股份以集中竞价方式减持,拟减持数量不超过266.7万股,占目前公司总股本的0.69%。 ...