Core Insights - The forum on "AI-driven Disease Prevention Innovation and Health Economics Value" was held in Beijing, organized by the China Artificial Intelligence Industry Development Alliance (AIIA) Medical AI Committee, highlighting the collaboration between Beijing United Family Hospital and Alibaba DAMO Academy [1][2] - The partnership aims to leverage DAMO Academy's "One Scan, Multiple Checks" AI technology to provide multi-disease screening services, focusing on digestive tumors and chronic diseases [1][2] Group 1 - The collaboration will enhance early detection and precise diagnosis of digestive tumors through the establishment of a digestive tumor center at Beijing United Family Hospital [1] - DAMO Academy's "One Scan, Multiple Checks" technology has successfully addressed screening challenges for pancreatic and gastric cancers, with results published in top international journals and recognized by the FDA as a "breakthrough medical device" [1] Group 2 - The partnership will also address the challenges posed by an aging population and rising chronic disease incidence, utilizing "CT + AI" for monitoring osteoporosis, severe fatty liver, and cardiovascular diseases [2] - The hospital's president emphasized a patient-centered approach, integrating AI with medical care to advance health management for cancer and chronic diseases [2]

Group 1 - The core point of the article is that Huajian Medical (1931.HK) has seen a significant stock price increase, rising 18.28% to reach a historical high of 5.36 HKD, with a total market capitalization of 8.698 billion HKD [1] - Since July 15, the stock has accumulated a rise of over 165% [1] - The company announced a strategic cooperation framework agreement with BGI CoWin (Shenzhen) Equity Investment Fund Management Co., Ltd., to jointly establish the Huajian BGI CoWin Innovation Drug Intellectual Property Tokenization Fund (IVD-BGI CoWin) [1] Group 2 - The fund will invest in projects under the company's NewCo+RWA Web3 exchange ecosystem operation model [1]

创业板医药ETF国泰（159377）跟踪的是创医药指数（399275），指数涨跌幅为20%，该指数从创业板 市场中选取涉及生物制药、医疗器械、医疗服务等领域的上市公司证券作为指数样本，以反映创业板医 药行业相关上市公司证券的整体表现。创医药指数聚焦于高研发投入、技术领先的医药企业，充分体现 了医药行业在创业板的创新及成长特性。 东海证券指出，近期医药生物板块表现良好，医疗服务、医疗器械子板块涨幅居前。国家医保局连续召 开两场医保支持创新药械座谈会，明确通过统一新设医疗服务价格项目、研究实行新上市药品首发价格 机制等举措，推动高水平科技创新成果加快进入临床应用，支持中国药械高质量发展。自2025年6月药 监局审议通过《关于优化全生命周期监管支持高端医疗器械创新发展的举措》以来，顶层设计对创新医 疗器械的支持态度日渐明确，意在将有限的医保资源"真支持创新、支持真创新、支持差异化创新"。随 着政策引导下的有序竞争、良性竞争逐渐占据主导地位，医疗器械板块的盈利和估值水平有望迎来整体 提升。 每日经济新闻 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市 ...

Core Viewpoint - Huajian Medical (01931) has seen a significant stock price increase, with a rise of nearly 13% in the afternoon and a cumulative increase of over 130% in the past two weeks, reflecting strong market interest and strategic developments [1] Group 1: Strategic Developments - Huajian Medical has entered into a strategic cooperation framework agreement with BGI CoWin to establish the IVD-BGI CoWin Innovation Drug Intellectual Property Tokenization Fund, which will invest in projects under a NewCo + RWA Web3 exchange ecosystem model [1] - BGI CoWin, initiated by the biotechnology leader BGI Genomics, brings years of investment experience and project resources in the fields of innovative medicine and drugs [1] Group 2: Market Performance - The company's market capitalization has surged from HKD 3.6 billion to nearly HKD 8 billion following a series of strategic actions, including the announcement of a dual primary listing in the U.S. and the launch of a new brand logo [1] - The combination of "stablecoins + medical RWA" has positioned Huajian Medical as a "new species" in the capital market, indicating a transformative approach to traditional medical finance [1] Group 3: Future Prospects - Applications for stablecoin licenses in New York and Hong Kong are ongoing, and the listing on NASDAQ has yet to occur, suggesting potential future growth and expansion opportunities for the company [1] - The strategic maneuvers in July are likened to a surgical operation, aiming to leverage Web3 technology to convert innovative medical drug assets into "digital gold" on the blockchain [1]

华检医疗(01931)午后涨幅扩大近13%，半个月内累计涨幅超1.3倍。截至发稿，涨12.78%，报5.12港 元，成交额955.87万港元。 消息面上，近日，华检医疗发布公告，与华大共赢订立战略合作框架协议，共同建立华检华大共赢创新 药知识产权代币化基金(IVD-BGI CoWin)，该基金将于中国香港/美国或其他海外地区投资于公司 NewCo+RWA Web3交易所生态运作模式下的项目。作为由生物技术领导者华大基因（300676）发起的 企业风险投资(CVC)实体，华大共赢拥有多年于创新医疗（002173）及创新药领域的国内外投资经验及 项目资源。 智通财经APP在《华检医疗(01931)的"疯狂7月"》中指出，从7月14日宣布赴美双重主要上市，到7月30 日发布全新品牌LOGO，七大战略行动如火箭推进器般将华检医疗市值从36亿推至近80亿港元。通 过"稳定币+医疗RWA"的跨界组合，华检医疗将自己打造成了资本市场的"新物种"。当前，纽约和香港 的稳定币牌照申请仍在进行中，纳斯达克的上市钟声尚未敲响。华检医疗的"疯狂7月"如同一场外科手 术般的战略突袭——用Web3的手术刀切开传统医疗金融的血管，将医疗创 ...

来源：上海证券报·中国证券网 上证报中国证券网讯 8月4日，A股三大股指早盘涨跌互现。截至午间收盘，沪指涨0.2%，深成指跌 0.28%，创业板指跌0.49%。盘面上看，贵金属、航空航天装备、机器人等板块涨幅居前；医疗服务、 光伏设备、零售等板块跌幅居前。 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.20% to 3567.02 points, while the Shenzhen Component Index fell by 0.28% to 10960.75 points, and the ChiNext Index decreased by 0.49% to 2311.27 points [1] Sector Performance Top Performing Sectors - The military equipment sector led the gains with an increase of 3.57%, achieving a total trading volume of 1,709.77 million hands and a total transaction value of 405.32 billion [2] - The military electronics sector followed closely with a rise of 3.46%, with a trading volume of 871.19 million hands and a transaction value of 187.84 billion [2] - Precious metals also saw a gain of 3.46%, with a trading volume of 503.66 million hands and a transaction value of 91.12 billion [2] Underperforming Sectors - The pharmaceutical retail sector experienced the largest decline at -1.64%, with a trading volume of 331.83 million hands and a transaction value of 43.42 billion [2] - The medical services sector fell by 1.54%, with a trading volume of 741.96 million hands and a transaction value of 172.63 billion [2] - The chemical pharmaceuticals sector decreased by 1.46%, with a trading volume of 3,203.93 million hands and a transaction value of 475.94 billion [2]

| 指数 | 最新 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 3567.02 | 0.2% | | 深证成指 | 10960.75 | -0.28% | | 创业板指 | 2311.27 | -0.49% | | 沪深300 | 4054.75 | 0.0% | 每经AI快讯：北京时间8月4日11:30，上证指数早盘上涨7.07点，涨幅为0.2%，报收3567.02点，成交额3984.28亿元；深证成指下 跌30.57点，跌幅为0.28%，报收10960.75点，成交额5223.76亿元；创业板指下跌11.36点，跌幅为0.49%，报收2311.27点，成交 额2631.66亿元；沪深300下跌0.18点，跌幅为0.0%，报收4054.75点，成交额1819.64亿元。 涨幅前五的行业分别是航天航空3.71%、贵金属3.46%、珠宝首饰2.08%、游戏1.74%、船舶制造1.64%。 跌幅前五的行业分别是医药商业-1.44%、医疗服务-1.45%、生物制品-1.4%、化学制药-1.37%、光伏设备-1.23%。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据 ...

智通财经APP获悉，中银国际发布研报称，药明康德(02359)上半年业绩表现强劲，收入及净利润增长稳 健，利润率扩张，TIDES业务表现突出，同时化学业务韧性增长，有助抵销临床CRO及测试业务的疲 软。管理层上调2025年收入指引至425亿至435亿元人民币，即持续经营业务料增长13%至17%，资本开 支维持70亿至80亿元人民币不变。 中银国际将药明康德今明两年盈利预测上调15%及22%，目标价从81 港元升至122港元，维持"买入"评级。 ...

公告显示，利润下滑主要原因包括医保次均费用下降挤压医疗机构利润，以及公司逐步退出IOT业务导 致相关利润贡献减少。 北京商报讯（记者 王寅浩 实习记者 宋雨盈）8月4日，华润医疗发布公告称，预计2025年上半年公司拥 有人应占利润同比下降20%—25%；若剔除公告所载有关集团一次性收到燕化IOT协议下以前年度管理 费及供应链损失赔偿款项约2.1亿元和对应的企业所得税后，公司拥有人应占利润相较2024年同期下降 约55%—60%。 ...