通过天眼查大数据分析，广州朗目生命科技有限公司共对外投资了4家企业，专利信息3条，此外企业还 拥有行政许可1个。 天眼查信息显示，广州朗目生命科技有限公司的股东为：阚敏、广州越秀区丹麓创业投资基金合伙企业 （有限合伙）、苏州小梁共创医疗器械合伙企业（有限合伙）、深圳市朗目医疗合伙企业（有限合 伙）、杭州启明融晶股权投资合伙企业（有限合伙）。 来源：市场资讯 1月5日，天眼查融资历程显示，广州朗目生命科技有限公司近日获得"A轮"融资，涉及融资金额近亿人 民币，投资机构为【首发】朗目医疗完成近亿元A轮融资，加速推进青光眼微创治疗国产创新进程。 资料显示，广州朗目生命科技有限公司法定代表人为阚敏，成立于2020年，位于广州市，是一家以从事 研究和试验发展为主的企业。企业注册资本362.3189万人民币，并已于2026年完成了A轮，交易金额近 亿人民币。 ...

沪深两市成交额高达2.55万亿，较上一个交易日放量5011亿。 1月5日，A股主要指数集体高开后震荡走强，沪指时隔34个交易日重回4000点。截至收盘，沪指涨1.38%，深成指涨2.24%，创业板指涨 2.85%。科创综指涨3.61%。 | | | 【资金流向】 主力资金全天净流入电子、医疗器械、保险等板块，净流出通信、航天航空、光伏设备等板块。 具体到个股来看，胜宏科技、兆易创新、贵州茅台获净流入19.40亿元、16.52亿元、10.26亿元。 净流出方面，航天电子、中国卫星、航天发展遭抛售20.34亿元、17.08亿元、14.09亿元。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | www | 4023.42c | 54.58 | 1.38% | | 399001 | 深证成指 | 5 | 13828.63c | 303.61 | 2.24% | | 399006 | 创业板指 | S | 3294.55c | 91.38 | 2.85% | | 000680 | 科创综指 ...

Market Performance - The A-share market opened positively on the first trading day of 2026, with all three major indices significantly rising. The Shanghai Composite Index (SSE) recorded a 12-day winning streak, returning to the 4000-point mark, closing at 4023 points, up 1.38%. The Shenzhen Component Index rose 2.24%, and the ChiNext Index increased by 2.85% [1] - The total market turnover reached 2.57 trillion yuan, an increase of 501.5 billion yuan compared to the previous trading day, with nearly 4200 stocks rising [1] Sector Performance - The brain-computer interface sector surged following Elon Musk's plan for large-scale production of brain-machine interface devices, leading to a wave of limit-up stocks including Daosheng Technology, Sanbo Brain Science, and Lepu Medical [1] - Insurance stocks experienced significant gains, with Xinhua Insurance rising over 8% [1] - The medical device sector also saw an uptick, with companies like Sainuo Medical hitting their daily limit [1] - AI chip and memory chip sectors rallied, with stocks such as Purun Co. and Hengshuo Co. reaching their daily limit [1] - Other sectors with notable gains included recombinant proteins, Kuaishou concepts, CRO, gaming, and Sora concepts [1] - Conversely, the Hainan and duty-free sectors declined, with Haikou Group and Hainan Development leading the losses. The tourism and hotel sector also fell, with Caesar Travel dropping nearly 7% [1] - The railway, highway, electric machinery, and airport sectors were among those with the largest declines [1] Fund Flow and Performance Rankings - The top sectors by net capital inflow over the past five days included insurance (+6.20%), healthcare (+5.46%), and internet (+4.44%) [2] - Other sectors with notable five-day gains included biotechnology (+3.92%), semiconductors (+4.01%), and computer hardware (+3.75%) [2]

Core Viewpoint - The core investment theme for the pharmaceutical and biotechnology industry in 2025 is the internationalization of innovative drugs, with significant transactions boosting market confidence and new drug licensing revenues becoming a crucial funding source for sustainable corporate development [1] Group 1: Pharmaceutical and Biotechnology Industry - The internationalization of innovative drugs is expected to enhance corporate valuations, with China making continuous advancements in dual antibodies and ADCs, while also achieving breakthroughs in emerging technologies like small nucleic acids and inhalation formulations [1] - The proportion of overseas revenue in corporate value is anticipated to increase, as companies leverage their strengths in these areas [1] - The medical device sector is transitioning from low-value consumables to high-value consumables, overcoming certification and sales barriers, with high-value exports growing rapidly and the European and American markets becoming significant sources of incremental growth [1] Group 2: Market Dynamics - The impact of domestic centralized procurement is gradually being digested, leading to increased replacement opportunities, and the overall performance of the industry is expected to recover [1] - Domestic demand-driven segments, such as chain pharmacies and CROs, are undergoing a cleansing cycle, with leading companies gradually resuming growth [1] - The push for innovation and internationalization is driving the industry from low-level competition to source innovation, although structural opportunities should be monitored, as only truly innovative companies can share in the global market dividends [1] Group 3: Investment Instruments - The medical ETF (159828) tracks the CSI Medical Index (399989), which selects listed companies in the medical device, medical services, and medical information sectors from the Shanghai and Shenzhen markets to reflect the overall performance of related securities in China's medical industry [1]

Core Viewpoint - The medical device industry in Changting County, Fujian Province, is experiencing significant growth and development, driven by strategic planning, party-building initiatives, and comprehensive service support from local government and regulatory bodies [1][2][3] Group 1: Industry Development - Changting County has established a medical device industry park that has seen the production of various medical products, including留置针 and medical consumables, indicating a shift towards industrial clustering and high-end development [1] - The county has identified the medical device industry as a strategic breakthrough direction, leveraging national industrial policies to foster growth [1] - As of 2024, Changting County has signed 9 projects, with an additional 6 projects expected by the third quarter of 2025, showcasing a proactive approach to attracting investment [2] Group 2: Innovation and Market Expansion - Companies within the Changting medical device industry park have collectively obtained over 220 patents, highlighting their innovation capabilities [3] - The local market regulatory authority has created a platform for production and sales matching, facilitating dynamic supply-demand interactions between enterprises and hospitals [3] - The industry park has been integrated into Fujian Province's biopharmaceutical industry layout, serving as a model for rural revitalization in revolutionary old areas [3]

把握器械创新红利：医疗器械ETF (562600)，+5.65%，跟踪中证全指医疗器械指数，医疗器械行业占比 高达89%，脑机接口含量为23.14%，远超其他泛医疗 ETF，精准捕捉医疗器械领域发展红利。 全球医药全产业链代表：恒生医药ETF(159892)，+6.07%，最新规模55.64亿元，同标的规模最大，前十 大权重股包括百济神州、药明生物、康方生物、中国生物制药、三生制药。 ②据央视，2025年我国已批准上市的创新药达76个，大幅超过2024年全年48个，创历史新高。此外， 2025年我国创新药对外授权交易总金额超过1300亿美元，授权交易数量超过150笔，同样创历史新高。 开源证券认为，Neuralink的规模化生产预期+自动化手术方案，以及Merge布局新一代超声波脑机接口 技术标志着脑机接口从临床验证阶段开始向商业化规模化阶段迈进。 值得关注的产品，及截至发稿涨跌幅： 2026年A股首个交易日，脑机接口板块迎来强势爆发，成份股博拓生物、赛诺医疗、翔宇医疗等批 量"20CM"涨停，带动医疗器械ETF大涨5.6%，港股医疗板块亦全线上攻，恒生医药ETF、港股通医疗 ETF分别涨6%和5.7%。 消 ...

1月5日，南微医学涨5%，截至发稿，报85.64元/股，成交1.57亿元，换手率0.99%，总市值160.87亿元。 资料显示，南微医学科技股份有限公司位于江苏省南京江北新区药谷大道199号，成立日期2000年5月10 日，上市日期2019年7月22日，公司主营业务涉及微创医疗器械研发、制造和销售。主营业务收入构成 为：内镜耗材类77.80%，其他类13.17%，肿瘤介入类7.28%，可视化类1.00%，其他(补充)0.74%。 从基金十大重仓股角度 数据显示，融通基金旗下1只基金重仓南微医学。融通医疗保健行业混合A/B（161616）三季度持有股 数32.42万股，占基金净值比例为3.88%，位居第七大重仓股。根据测算，今日浮盈赚取约132.26万元。 融通医疗保健行业混合A/B（161616）成立日期2012年7月26日，最新规模7.08亿。今年以来收益 7.26%，同类排名6303/8155；近一年收益7.26%，同类排名6303/8155；成立以来收益124.62%。 融通医疗保健行业混合A/B（161616）基金经理为万民远、刘曦阳。 截至发稿，万民远累计任职时间9年135天，现任基金资产总规模59 ...

截至2026年1月5日 14:14，中证全指医疗保健设备与服务指数(H30178)上涨5.00%，样本股博拓生物 (688767)上涨20.01%，赛诺医疗(688108)上涨20.01%，三博脑科(301293)上涨20.01%，迈普医学 (301033)，美好医疗(301363)等个股均上涨。 近日，马斯克在社交媒体上表示，他的脑机接口公司Neuralink今年将开启"大规模量产"，推进全自动化 外科手术流程，让曾经的科幻黑科技正式迈入量产时代。据科普中国介绍，脑机接口是指在大脑与设备 之间建立直接连接，实现大脑与外部世界的信息交换与控制。这一技术让人们用意念操控设备成为可 能。 开源证券认为，脑机接口行业正处于技术突破、政策支持、机器人生态协同预期等多重因素驱动下的高 增蓄势期，根据Precedence Research数据，预计到2034年全球脑机接口市场规模将增长到约124亿美元， 2025-2034年CAGR为17%。在近期Neuralink规模化量产预期和技术突破的催化下，A股脑机接口相关标 的也有望受益。 国开证券指出，近期医药板块整体热点和活跃度相对较低，脑机接口领域相关进展市场关注度提升。 ...

Group 1 - The core offering of the company includes advanced surgical robots designed for minimally invasive procedures, with a focus on market potential in the surgical robotics sector [1][2] - The company plans to issue 27.72 million H-shares at a price of HKD 43.24 per share, aiming to raise approximately HKD 1.2 billion, with a public offering accounting for 10% of the total shares [1] - The company has received significant interest, with a reported oversubscription of 398 times the public offering amount, indicating strong demand for its shares [1] Group 2 - The product lineup includes the Precision® Multi-Port Surgical Robot and the Precision® Single-Port Surgical Robot, both of which are designed for various surgical applications across urology, gynecology, and general surgery [2] - The company has secured cornerstone investment agreements totaling USD 75 million from notable investors, including Tencent and OrbiMed Genesis, which will support the share issuance [2] - The net proceeds from the global offering are expected to be approximately HKD 1.1166 billion, with allocations planned for R&D, commercialization, capacity expansion, and potential strategic acquisitions [3]

Group 1 - The company, 精锋医疗-B (02675), plans to conduct an IPO from December 30, 2025, to January 5, 2026, issuing 27.72 million H-shares at a price of HKD 43.24 per share, aiming to raise nearly HKD 1.2 billion [1] - The company is an advanced surgical robotics firm in the medical device industry, focusing on the design, development, and manufacturing of surgical robots, with products in various stages of research and development [1][2] - The company has received significant interest in its IPO, with a reported margin loan of HKD 478.7 billion and an oversubscription rate of 398 times for the public offering [1] Group 2 - The product portfolio includes two core self-developed products: the 精锋多孔腔镜手术机器人 (multi-port laparoscopic surgical robot) and the 精锋单孔腔镜手术机器人 (single-port laparoscopic surgical robot), along with a non-core product, the 精锋支气管镜机器人 (bronchoscopic robot) [2] - The company has established cornerstone investment agreements with several investors, including OrbiMed Genesis and Tencent, agreeing to subscribe for a total of USD 75 million worth of shares under certain conditions [2] - The net proceeds from the global offering are estimated to be approximately HKD 1.1166 billion, with allocations planned for R&D (42%), commercialization (20%), capacity expansion (10%), other products (8%), strategic acquisitions (10%), and working capital (10%) [3]