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科华生物获得医疗器械注册证
Bei Jing Shang Bao· 2026-01-05 09:23
科华生物表示,以上新产品医疗器械注册证的取得,丰富了公司产品线,将对公司业务发展具有正面影 响。 北京商报讯(记者丁宁)1月5日晚间,科华生物(002022)发布公告称,近日,公司收到国家药品监督管 理局颁发的医疗器械注册证(体外诊断试剂),产品名称为甲型肝炎病毒IgM抗体检测试剂盒(化学发光 法),本产品用于体外定性检测人血清或血浆中的甲型肝炎病毒IgM抗体(Anti-HAVIgM)。 ...
东海证券晨会纪要-20260105
Donghai Securities· 2026-01-05 09:19
Group 1: Pharmaceutical and Biotech Industry - The pharmaceutical and biotech industry in China is entering a new era of innovative drugs, transitioning from a generics-dominated market (pre-2018) to a focus on innovation from 2026 onwards, with significant growth expected in innovative drug development and commercialization [5] - The report highlights the importance of monitoring the launch rhythm of innovative drugs, competitive landscape, and key clinical data in 2026, as well as the impact of international business development (BD) transactions on cash flow [5] - The CXO and upstream scientific reagent sectors are expected to benefit from the rapid development of innovative drugs, maintaining a strong growth momentum [5] Group 2: Medical Device Industry - The medical device industry has faced significant challenges over the past three years, including anti-corruption measures and price reductions, leading to a decline in profitability for listed companies [6] - However, since 2025, there has been a gradual recovery in the industry, with improved profitability expected in 2026 as negative factors clear and new technologies like brain-computer interfaces and AI products emerge [6] - The overseas market is anticipated to become a new growth point due to companies' investments in capacity, channels, and branding [6] Group 3: Medical Services Consumption - The medical services consumption sector has been under pressure from macroeconomic conditions and policy changes, but is expected to recover as domestic consumption gradually improves [7] - The report emphasizes the potential for specialized hospitals with brand and chain advantages to lead growth in 2026, alongside the retail service market benefiting from the diversification of services [7] - A list of recommended stocks includes companies like Kelun Pharmaceutical, Rongchang Bio, and Yifeng Pharmacy, which are positioned to capitalize on these trends [7] Group 4: Manufacturing PMI Insights - The manufacturing PMI for December 2025 was reported at 50.1%, indicating a recovery from the previous value of 49.2%, driven by improved demand and supply conditions [10][11] - Factors contributing to this increase include positive expectations from recent important meetings, a recovery in trade relations, and increased pre-holiday inventory demands [10][12] - High-tech manufacturing sectors showed significant growth, with the high-tech PMI reaching 52.5%, indicating strong performance in this segment [13] Group 5: Economic Policy and Market Outlook - The central economic work conference has set a positive tone for 2026, emphasizing the importance of domestic demand and investment stabilization [15] - The report suggests that upcoming policies will focus on enhancing consumer spending and investment, with potential adjustments in housing policies expected to support the market [15] - The market is advised to focus on sectors benefiting from technological advancements and domestic consumption trends, particularly in light of anticipated policy support [16]
乐普医疗1月5日龙虎榜数据
乐普医疗今日涨停,全天换手率9.07%,成交额26.13亿元,振幅14.62%。龙虎榜数据显示,机构净卖出 902.40万元,深股通净卖出5623.11万元,营业部席位合计净卖出4852.69万元。 深交所公开信息显示,当日该股因日收盘价涨幅达20.00%上榜,机构专用席位净卖出902.40万元,深股 通净卖出5623.11万元。 证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交6.17亿元,其中,买入成交额为2.52亿 元,卖出成交额为3.66亿元,合计净卖出1.14亿元。 具体来看,今日上榜的营业部中,共有2家机构专用席位现身,即买三、卖四,合计买入金额4069.64万 元,卖出金额4972.03万元,合计净卖出902.40万元,深股通为第一大买入营业部及第一大卖出营业部, 买入金额为9039.19万元,卖出金额为1.47亿元,合计净卖出5623.11万元。 融资融券数据显示,该股最新(12月31日)两融余额为11.71亿元,其中,融资余额为11.67亿元,融券 余额为403.63万元。近5日融资余额合计减少1670.30万元,降幅为1.41%,融券余额合计减少43.39万 元,降幅9.71%。( ...
9.43亿主力资金净流入,血氧仪概念涨5.65%
Group 1 - The blood oxygen monitor concept sector rose by 5.65%, ranking third among concept sectors, with 24 stocks increasing, including Aipeng Medical and Lepu Medical reaching a 20% limit up [1] - The top gainers in the blood oxygen monitor sector included Jiahe Intelligent, Kefu Medical, and Libang Instruments, which rose by 13.18%, 11.10%, and 7.82% respectively [1] - The blood oxygen monitor sector saw a net inflow of 943 million yuan from main funds, with 15 stocks receiving net inflows, and 7 stocks exceeding 10 million yuan in net inflow [1] Group 2 - The leading stocks in terms of net inflow ratio included Aipeng Medical, Lepu Medical, and Hongri Pharmaceutical, with net inflow ratios of 25.43%, 18.55%, and 14.65% respectively [2] - The top stocks by main fund flow in the blood oxygen monitor sector included Lepu Medical with a net inflow of 485 million yuan, followed by Sichuan Changhong and Aipeng Medical with net inflows of 195 million yuan and 156 million yuan respectively [2] - The trading performance of various stocks showed significant fluctuations, with some stocks like Aipeng Medical and Lepu Medical achieving notable gains and high turnover rates [3]
奕瑞科技:公司已完成微焦点球管、透射靶球管、齿科球管、DR 球管、C-arm球管、部分CT球管研发
Mei Ri Jing Ji Xin Wen· 2026-01-05 09:17
Group 1 - The company is progressing as planned with its "X-ray vacuum device and comprehensive solution construction project" and is advancing the R&D and customer introduction of key products [2] - The company has completed the R&D of several types of tubes including micro-focus tubes, transmission target tubes, dental tubes, DR tubes, C-arm tubes, and some CT tubes [2] - Micro-focus tubes, transmission target tubes, dental intraoral tubes, and CBCT tubes have already entered mass production, while the C-arm tubes have completed registration and are transitioning to production [2] Group 2 - Some DR tubes and CT tubes are expected to start registration in the first quarter of 2026 [2] - As the company’s tube products gradually complete registration and commercialization, along with the expansion of its comprehensive solution business, it is anticipated that future orders and self-use quantities will gradually increase [2]
普门科技:“肿瘤标志物质控品”产品取得注册证
Mei Ri Jing Ji Xin Wen· 2026-01-05 09:15
(记者 曾健辉) 每经AI快讯,普门科技1月5日晚间发布公告称,深圳普门科技股份有限公司于近期收到了1个国家药品 监督管理局颁发的《中华人民共和国医疗器械注册证》。产品名称为"肿瘤标志物质控品"。 每经头条(nbdtoutiao)——秒光!1499元飞天茅台上线即空,i茅台App冲上苹果购物榜第一,10万用 户已下单!经销商同价做回馈,1000箱很快卖完 ...
三诺生物:累计回购约1031万股
Mei Ri Jing Ji Xin Wen· 2026-01-05 09:12
(记者 贾运可) 每经AI快讯,三诺生物1月5日晚间发布公告称,截至2025年12月31日,公司通过股份回购专用证券账 户以集中竞价交易方式累计回购公司股份约1031万股,占公司当前总股本的比例为1.84%,本次回购股 份的最高成交价为21.39元/股,最低成交价为17.27元/股,成交总金额约为2.02亿元。 每经头条(nbdtoutiao)——秒光!1499元飞天茅台上线即空,i茅台App冲上苹果购物榜第一,10万用 户已下单!经销商同价做回馈,1000箱很快卖完 ...
医疗器械板块1月5日涨5.5%,锦好医疗领涨,主力资金净流入16.78亿元
证券之星消息,1月5日医疗器械板块较上一交易日上涨5.5%,锦好医疗领涨。当日上证指数报收于 4023.42,上涨1.38%。深证成指报收于13828.63,上涨2.24%。医疗器械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) | | | --- | --- | --- | --- | --- | --- | --- | | 920925 | 锦好医疗 | 38.23 | 20.03% | 10.83万 | | 3.94亿 | | 688767 | 博拓生物 | 45.34 | 20.01% | 15.96万 | | 7.08亿 | | 688108 | 赛诺医疗 | 23.09 | 20.01% | 61.92万 | | 13.72亿 | | 300238 | 冠昊生物 | 16.62 | 20.00% | - 36.46万 | | 5.75亿 | | 300753 | 爰朋医疗 | 33.30 | 20.00% | 18.79万 | | 6.15亿 | | 301363 | 美好医疗 | 28.86 | 20.00% | 7.38万 | | 2.13 ...
天臣医疗:与浪潮数科签署战略合作协议 共同推动医疗机器人研发生产等领域的创新应用等
Mei Ri Jing Ji Xin Wen· 2026-01-05 09:04
Core Viewpoint - Tianchen Medical (688013.SH) has signed a strategic cooperation agreement with Inspur Digital Technology (Shanghai) Co., Ltd. to promote innovation and industrialization in medical intelligent manufacturing and robotics by December 31, 2025 [1] Group 1: Strategic Cooperation - The agreement aims to advance the intelligent manufacturing of medical devices and consumables, as well as the research and production of medical robots [1] - This strategic partnership is a significant step in implementing the company's dual-engine strategy, which focuses on minimally invasive capabilities driven by end-execution components and an intelligent ecosystem for surgical robots supported by the MA platform [1] - The signing of the agreement establishes a long-term cooperative relationship and provides a framework for future project collaborations, facilitating industrial integration and mutual benefits for both parties [1]
天臣医疗与浪潮数科达成战略合作
Zhi Tong Cai Jing· 2026-01-05 09:01
天臣医疗(688013.SH)公告,公司(乙方)与浪潮数字科技(上海)有限公司(简称"浪潮数科"、甲方)于2025 年12月31日签署了《战略合作协议》。双方拟共同推动医疗智能化、信息化技术在医疗器械设备与耗材 的智能化制造、医疗机器人研发生产等领域的创新应用与产业化落地。 ...