美年大健康产业控股股份有限公司的主营业务是健康体检服务。公司的主要产品是体检服务。 最新一期业绩显示，2025年一季报，公司实现营业收入17.54亿元，同比-2.62%；净利润-275338119.16 元，同比3.94%，销售毛利率24.04%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13美年健康69.6172.392.68204.32亿行业平均 47.9060.534.17196.59亿行业中值59.2765.523.1866.03亿1药明康德19.4028.274.462671.16亿2康龙化成 28.6529.853.81535.24亿3爱尔眼科32.3633.725.491199.25亿4诺禾致源33.3434.452.6867.80亿5普蕊斯 35.3630.272.7332.22亿6华康洁净36.3152.322.0234.95亿7诺思格37.7638.572.9054.09亿8通策医疗 40.2841.144.90206.29亿9华厦眼科40.3739.782.89170.52亿10凯莱英40.4142.312.34401.52亿11万邦医药 47.6937.742.1632. ...

中国经济网北京8月1日讯华康洁净（301235）(301235.SZ)今日收报33.10元，跌幅5.97%，总市值34.95 亿元。目前该股处于破发状态。 华康医疗于2022年1月28日在深交所创业板上市，发行数量为2,640.00万股，发行价格为39.30元/股，保 荐机构(主承销商)为华英证券有限责任公司，保荐代表人李鹏程、李东岳。 公司上市发行募集资金总额103,752.00万元，扣除发行费用后，实际募集资金净额为94,950.28万元。公 司最终募集资金净额比原计划多54,506.44万元。公司此前披露的招股说明书显示，公司拟募集资金 40,443.84万元，用于技术研发中心升级项目，营销及运维中心建设项目，补充流动资金。 公司发行费用合计8,801.72万元(不含增值税)，其中承销及保荐费用6,867.09万元。 经中国证券监督管理委员会《关于同意武汉华康世纪医疗股份有限公司向不特定对象发行可转换公司债 券注册的批复》(证监许可[2024]220号)同意注册，公司于2024年12月23日向不特定对象发行可转换公司 债券750万张，每张面值为100元，募集资金总额为人民币750,000,000.00元 ...

《中国民航报》、中国民航网 记者胡夕姮 通讯员刘国琦 报道："我要好好学习，以后也成为一名飞行 员！""原来救生衣是这样穿的！"7月29日，金鹏航空上海运行基地迎来了一群特殊的访客——20余名华 山医院青年医护代表及其子女。这场主题为"金鹏联袂华山探航空妙趣，团委联动共话安全新篇章"的参 观科普活动，不仅为华山医院的青年职工搭建了跨行业交流的平台，更让孩子们在沉浸式体验中悄然种 下向往蓝天、敬畏规则的种子。 活动伊始，金鹏航空安全员以"看衣服猜岗位"的趣味互动迅速拉近了与孩子们的距离。结合当下社会关 注的校园安全话题，安全员们现场示范了简单实用的防守动作，还用通俗易懂的语言讲解了违规携带危 险品登机的真实案例，将"民航安全无小事"的理念深深印入孩子们心中。 走进三楼机务培训中心，飞行模拟器瞬间成为全场焦点。在专业飞行员和机务培训老师的指导下，孩子 们分组坐上模拟机，手握操纵杆，亲身体验"驾驶飞机"的乐趣。"握住操纵杆，轻轻向后拉……"大家兴 奋又专注，仿佛化身小小飞行员翱翔蓝天。随后，机务老师用"飞机医生"的生动比喻，揭开了飞机维护 的神秘面纱。 在九楼运行控制中心（AOC），巨大的实时航班监控屏幕让孩子们惊 ...

关税大限将至，特朗普重大转变。 美东时间7月31日，特朗普宣布，美国与墨西哥的关税协议将延长90天，即墨西哥将继续支付25%的芬太尼 关税、25%的汽车关税以及50%的钢铁、铝和铜关税。而在此之前，特朗普一直强调和多国的"对等关税"定 于8月1日生效。 除了25%的整体关税外，墨西哥商品还面临25%的汽车进口关税以及50%的金属类商品（如钢铁、铝、铜） 关税。特朗普加征的汽车关税和金属关税针对的是所有外国商品。 特朗普此前威胁将墨西哥进口商品的统一关税税率从25%提高至30%，新关税税率原定于周五生效，这一天 也是特朗普所设定的贸易谈判最后期限。 然而，特朗普在当地时间7月31日上午表示，他将暂缓对墨西哥实施任何新的关税措施，原因是他与墨西哥总 统克劳迪娅·辛鲍姆进行了一次"非常成功"的电话会谈。 此外， 特朗普签署了一项行政命令，将对加拿大的关税从25%提高至35%，更高的关税将于2025年8月1日 生效。美国白宫还表示，为逃避加拿大35%的关税而转运的货物将被征收40%的转运关税。 美元兑加元短线 走高。美国股指期货保持下跌。 在关税大限前夕，全球贸易谈判进入白热化阶段。美国白宫表示，特朗普将于周四（美东 ...

8月1日，沪深两市成交额合计1.6万亿元，较上一交易日缩量约3376.85亿元。其中，沪市成交额6846.45 亿元，深市成交额9137.05亿元。中际旭创成交额居首，为101.52亿元。其后是北方稀土、新易盛、药明 康德、工业富联，成交额分别为94.28亿元、93.67亿元、83.98亿元、72.94亿元。 ...

沪深两市今日成交额合计15983.5亿元，中际旭创成交额居首 8月1日，沪深两市全天成交额合计15983.5亿元，较上一日缩量3376.85亿元。其中，沪市成交额为 6846.45亿元（上一交易日为8458.93亿元），成交量为5.1亿手（上一交易日为6.55亿手）；深市成交额 为9137.05亿元（上一交易日为10901.42亿元），成交量为6.24亿手（上一交易日为7.41亿手）。中际旭 创成交额居首，为101.52亿元。其次是北方稀土、新易盛、药明康德、工业富联，成交额分别为94.28亿 元、93.67亿元、83.98亿元、72.94亿元。 ...

Core Viewpoint - The pharmaceutical and biotechnology sector has shown strong performance recently, particularly in the medical services and medical devices sub-sectors, supported by government initiatives to empower innovation in drugs and medical devices [1] Group 1: Government Initiatives - The National Healthcare Security Administration (NHSA) has held two meetings to support innovative drugs and devices, focusing on establishing new medical service pricing projects and researching pricing mechanisms for newly launched drugs [1] - Following the approval of measures to optimize the lifecycle regulation supporting high-end medical device innovation, there is a clear trend of increasing support for innovative medical devices from top-level design, with more supportive policies expected in the future [1] Group 2: Market Dynamics - The NHSA emphasized that "winning bids in centralized procurement will no longer simply refer to the lowest price," indicating a specific implementation of "anti-involution" actions in the medical field, which is expected to lead to orderly competition and an overall improvement in profitability and valuation levels in the medical device sector [1] - The ChiNext Medical ETF (159377) tracks the ChiNext Medical Index (399275), which can fluctuate by up to 20% in a single day, focusing on innovative biopharmaceuticals and selecting securities from companies involved in biotechnology, drug development, and related services [1] - The index emphasizes allocation in sub-sectors such as biotechnology and new drug development, highlighting the market trends of innovative pharmaceutical companies [1]

Group 1: Macro and Strategy Insights - The macro view for August indicates a stable policy environment with an upward shift in risk appetite, suggesting that industrial growth will remain a key theme [7] - The strategy outlook highlights an "extension of offensive trends" in the market, with a recommendation to maintain positions and selectively increase holdings as the A-share market shows a bullish trend [8] - The quantitative perspective suggests breaking the deflationary spiral, with expectations for a cyclical upswing in the market [9] Group 2: Selected Stocks for August - The selected stocks for August include China Pacific Insurance (non-bank), China Shipbuilding Industry (military), Shanghai Yanpu (large manufacturing), Weilan Lithium (electric new energy), Wanjun Technology (computer), Guomai Culture (media), Baiwei Storage (consumer electronics), Huaxi Nonferrous Metals (non-ferrous), Sun Paper (light industry), and Tigermed (pharmaceutical) [11] - China Pacific Insurance is positioned as a leading insurance company with a strong background, expected to benefit from its transformation and increase in new business value [12] - China Shipbuilding Industry is identified as a leader in naval defense, benefiting from advancements in deep-sea technology and a growing market for underwater monitoring systems [17] - Shanghai Yanpu is noted for its potential in the seating market, with a platform transformation expected to enhance performance and market share [20] - Weilan Lithium is recognized for its robust main business and potential for valuation upgrades due to new product developments [25] - Wanjun Technology is highlighted for its long-standing expertise in creative software, with AI product commercialization expected to accelerate growth [28] - Guomai Culture is anticipated to benefit from the release of its animated film "The Stars of the Three Kingdoms," which is expected to drive revenue [32] - Baiwei Storage is positioned to benefit from the upward cycle in the storage industry, with a focus on advanced packaging technology [38] - Huaxi Nonferrous Metals is expected to see price increases in tin and antimony, driven by strong demand and limited supply [43] - Sun Paper is projected to benefit from industry stabilization and cost advantages from its integrated operations [50] - Tigermed is positioned to gain from the growing demand for clinical CRO services as the innovative drug sector expands [55]

Market Performance - On July 31, the Shanghai Composite Index fell by 1.18%, the Shenzhen Component Index dropped by 1.73%, and the ChiNext Index decreased by 1.66%[2] - A total of 4,133 stocks declined, 68 remained flat, and 1,019 stocks rose, with a trading volume exceeding 1.9 trillion yuan[1] Sector Analysis - Only six sectors closed in the green, including chemical pharmaceuticals, software development, internet, power equipment, biopharmaceuticals, and medical services[1] - The sectors with the largest declines were energy metals, steel, coal, mining, and photovoltaics[1] Investment Insights - The market has shown signs of a pullback after a rebound of nearly 600 points since the low on April 7, indicating a completed technical move[1] - Investors are advised to focus on sectors at relatively low levels for investment opportunities and prioritize high-performing stocks in the short term[1] Fund Flow - On July 31, net outflows from the Shanghai Stock Exchange amounted to 17.249 billion yuan, while the Shenzhen Stock Exchange saw net outflows of 9.606 billion yuan[4] - The top three sectors for capital inflow were IT services, software development, and communication equipment, while the largest outflows were from liquor, real estate development, and electricity sectors[4] Economic Indicators - The manufacturing PMI for July was reported at 49.3%, a decrease of 0.4 percentage points from the previous month, indicating a slight contraction in manufacturing activity[7] - The non-manufacturing business activity index was at 50.1%, still above the critical point, suggesting overall expansion in the service sector[7] Global Trends - In Q2 2025, global gold demand reached 1,249 tons, a year-on-year increase of 3%, driven by significant inflows into gold ETFs, which totaled 170 tons[11] - The first half of 2025 saw a record high for global gold ETF demand at 397 tons, the highest since 2020[11] Fund Dynamics - Public funds have seen nearly 5 billion yuan in self-purchases this year, with passive index funds being particularly favored, accounting for 20.65% of total self-purchases[12] - The second quarter report indicated a continued expansion in public fund asset sizes, with active equity funds increasing their stock positions in sectors like communication and finance[14]

医疗卫生强基工程启动实施 支持约600个县域医共体改善基础条件 智通财经8月1日电，在今天召开的国家发展改革委新闻发布会上，相关负责人介绍，医疗卫生强基工程 已启动实施，加快实现"一般病在市县解决，日常疾病在基层解决"。在提升县域诊疗服务能力方面，我 国统筹安排各类中央资金，支持约600个县域医共体改善基础条件，配备医疗设备1.1万多台（套）。在 推广"乡镇检查、县级诊断、结果互认"模式方面，推进医学影像、医学检验、心电诊断、消毒供应、中 心药房等五方面县域资源共享中心建设，开展"分布式检查、集中式诊断"，切实改善群众就医体验。在 引导优质医疗资源下沉方面，推动125个国家区域医疗中心扎根基层，建设紧密型医联体和专科联盟， 已累计开展远程医疗服务110万例次，通过巡回医疗、对口帮扶等方式下沉服务基层患者约300万人次。 ...