格隆汇2月4日丨三诺生物(300298.SZ)在互动平台表示，公司目前自研的生物传感技术主要应用于糖尿 病及相关慢性疾病的监测及管理，暂未涉及神经介入或脑机接口领域，也未开展专门针对神经生化监测 的临床前研究。 ...

Core Viewpoint - Sanofi Bio (300298.SZ) is currently focused on self-developed biosensing technology primarily for monitoring and managing diabetes and related chronic diseases, with no involvement in neurointervention or brain-computer interface fields, nor has it conducted preclinical research specifically for neurobiochemical monitoring [1] Group 1 - The company is engaged in the development of biosensing technology [1] - The primary application of this technology is in diabetes and related chronic disease management [1] - There is no current involvement in neurointervention or brain-computer interface sectors [1]

Core Viewpoint - Boston Scientific's revenue growth forecast for 2026 is conservative, leading to a decline in stock price despite strong Q4 performance [1][2][3] Group 1: Financial Performance - The company reported adjusted earnings per share (EPS) of $0.80 for Q4, exceeding analyst expectations of $0.78 [3] - Revenue for Q4 reached $5.29 billion, slightly above the market forecast of $5.28 billion [3] Group 2: Future Guidance - For 2026, the company expects adjusted EPS to be between $3.43 and $3.49, with a midpoint of $3.46, which is below the analyst average estimate of $3.47 [1][2] - The organic revenue growth forecast for 2026 is projected at 10% to 11%, a decrease from the 15.8% growth rate in 2025 [3] - For Q1 2026, the expected adjusted EPS is between $0.78 and $0.80, compared to the analyst consensus of $0.79 [3] Group 3: Strategic Developments - The company is preparing to complete a $14.5 billion acquisition of Penumbra, announced last month [1][2]

证券日报网2月4日讯 ，西山科技在接受调研者提问时表示，《手术与治疗辅助操作类医疗服务价格项 目立项指南（试行）》聚焦医疗技术前沿成果，围绕3D打印、示踪增强成像、能量器械、术中影像引 导、机械臂与远程手术等医疗科技创新成果进行统一价格立项，规范形成37项价格项目。这与公司"微 创手术工具整体方案提供者"的战略定位高度契合，公司产品线涵盖手术动力装置、内窥镜系统、能量 手术设备等，正是该指南中第12项、第15项、第20项、第23项重点支持的技术领域。具体来看，指南对 手术动力装置及能量手术器械（如超声刀、射频刀、等离子刀等）的收费政策进行了规范，有助于规范 相关耗材的使用及收费行为，为公司手术动力装置及能量手术设备相关耗材的使用创造更加积极的市场 环境。公司将继续深化耗材化战略，着力推动手术动力装置的持续普及应用及其刀头的耗材化。 （文章来源：证券日报） ...

Core Viewpoint - The company is actively expanding its international market presence by increasing investment in international registration and promotion, with products now covering 46 countries and regions globally [2]. Group 1: International Market Expansion - The company plans to obtain CE-MDR certification for its surgical power device by the second half of 2025, which will significantly enhance future international product access and sales [2]. - The company aims to leverage the experience gained from obtaining CE certification to accelerate the registration of multiple products, including endoscopes and plasma devices, as well as related products in global markets [2]. - The company is establishing partnerships with distributors in target countries that have regional resources and channels aligned with its existing strengths, allowing these distributors to handle local market promotion and sales expansion [2]. Group 2: Strategic Development - The company will provide necessary product training and business guidance to distributors to ensure steady growth in international business [2]. - The company is focused on solidifying its technical foundation, obtaining key international certifications, building a global distribution network, and establishing a clear strategic path for long-term development in international markets [2]. - The company is committed to finding professional, high-quality, and suitable international partners to enhance the breadth and efficiency of market expansion, indicating a promising outlook for overseas market development [2].

证券之星消息，截至2026年2月4日收盘，美好医疗(301363)报收于32.02元，上涨0.25%，换手率 2.45%，成交量9.13万手，成交额2.89亿元。 2月4日的资金流向数据方面，主力资金净流入197.49万元，占总成交额0.68%，游资资金净流出1103.21 万元，占总成交额3.82%，散户资金净流入905.72万元，占总成交额3.14%。 近5日资金流向一览见下表： 美好医疗2025年三季报显示，前三季度公司主营收入11.94亿元，同比上升3.28%；归母净利润2.08亿 元，同比下降19.25%；扣非净利润2.03亿元，同比下降17.85%；其中2025年第三季度，公司单季度主营 收入4.62亿元，同比上升2.56%；单季度归母净利润9390.02万元，同比上升5.89%；单季度扣非净利润 9270.68万元，同比上升9.56%；负债率11.43%，投资收益490.31万元，财务费用-2739.1万元，毛利率 39.34%。美好医疗（301363）主营业务：医疗器械精密组件及产品的设计开发、制造和销售,为全球医 疗器械企业提供从产品研发到批量交付的全流程一站式服务。 该股最近90天内共有7 ...

证券之星消息，截至2026年2月4日收盘，开立医疗(300633)报收于27.31元，下跌0.51%，换手率 0.77%，成交量3.32万手，成交额9028.36万元。 2月4日的资金流向数据方面，主力资金净流入55.4万元，占总成交额0.61%，游资资金净流入669.87万 元，占总成交额7.42%，散户资金净流出725.27万元，占总成交额8.03%。 近5日资金流向一览见下表： 该股主要指标及行业内排名如下： 开立医疗2025年三季报显示，前三季度公司主营收入14.59亿元，同比上升4.37%；归母净利润3351.11 万元，同比下降69.25%；扣非净利润2399.1万元，同比下降72.14%；其中2025年第三季度，公司单季度 主营收入4.95亿元，同比上升28.42%；单季度归母净利润-1351.92万元，同比上升78.05%；单季度扣非 净利润-1588.57万元，同比上升76.92%；负债率24.22%，投资收益207.82万元，财务费用-3830.36万 元，毛利率60.36%。开立医疗（300633）主营业务：医疗诊断及治疗设备的自主研发、生产与销售。 该股最近90天内共有5家机构给出评级 ...

联交所最新资料显示，2月2日，The Goldman Sachs Group,Inc.增持爱康医疗(01789)2万股，每股作价 5.69港元，总金额为11.38万港元。增持后最新持股数目约为5620.87万股，最新持股比例为5%。 ...

Core Viewpoint - The National Medical Products Administration (NMPA) has approved 10 innovative medical devices for special review procedures as part of the third batch of applications for 2026 [1][2] Group 1: Approved Innovative Products - The following innovative products have been granted special review status: 1. Chronic Obstructive Pulmonary Disease Assessment Software by Bojiang Life Sciences (Shanghai) Co., Ltd. [1][2] 2. Ultrasound Therapy Device by Shenzhen Tengfu Medical Technology Co., Ltd. [1][2] 3. Transcatheter Artificial Tricuspid Valve by Edwards Lifesciences LLC [1][2] 4. Transcatheter Artificial Tricuspid Valve by Jiangsu Zhenyi Medical Technology Co., Ltd. [1][2] 5. Ultrasound Thrombolysis Catheter and Stent System by Shanghai Tengfu Medical Technology Co., Ltd. [1][2] 6. Radiation Therapy Planning Software by Guoke Ion Medical Technology Co., Ltd. [1][2] 7. Implantable Cardioverter Defibrillator by Chuangling Cardiac Rhythm Management Medical Device (Shanghai) Co., Ltd. [1][2] 8. Peripheral Balloon Expandable Stent System by Zhejiang Guichuang Medical Technology Co., Ltd. [1][2] 9. Thoracoabdominal Endoscopic Surgical System by Zhi Guan Medical Company [1][2] 10. Coronary Sinus Balloon Counterpulsation System by Shanghai Micron Melody Medical Technology Co., Ltd. [1][2]

Core Viewpoint - Thermo Fisher Scientific has issued a profit warning for 2026, citing lower-than-expected annual profits and ongoing pressure from reduced U.S. academic research funding, leading to cautious customer attitudes [1][3]. Financial and Market Context - The company reported revenues of $44.56 billion in 2025, representing a 4% year-over-year increase [5]. - The ongoing reduction in U.S. academic research funding, influenced by previous government policies, has led to more cautious purchasing behavior from research institutions, which are key customers for Thermo Fisher [2][4]. Operational Adjustments - The company plans to gradually close a manufacturing facility in Franklin, Massachusetts, resulting in the layoff of 103 employees, with operations shifting to other U.S. production sites [1][3]. - The closure process is expected to be completed by the end of 2026, with layoffs starting on December 31, 2026, and potentially continuing into 2027 [2][4]. - In early January 2026, the company announced the closure of another manufacturing facility in Asheville, North Carolina, affecting 421 jobs [2][4]. Strategic Initiatives - Despite facing industry headwinds, the company is committed to enhancing its global competitiveness and has pledged to invest an additional $2 billion over the next four years in U.S. manufacturing and R&D [5]. - A new manufacturing facility covering 375,000 square feet was opened in Mebane, North Carolina, as part of this investment strategy [5]. - The company is balancing closures and new investments to maintain competitiveness and lay the groundwork for long-term growth [5].