Group 1 - The core viewpoint of the news highlights the significant surge in the brain-computer interface (BCI) sector, driven by advancements and investments, particularly from Elon Musk's Neuralink, which plans to start large-scale production of BCI devices by 2026 [1] - The China Securities Regulatory Commission has included BCI in future industries, with a two-step development goal set for the next five years, indicating strong governmental support for the sector [1] - The medical device ETF (159883) has shown a notable increase of 5.54%, with a net subscription exceeding 181 million units, reflecting investor confidence in the BCI and medical technology sectors [1] Group 2 - The application of BCI technology in medical fields, particularly for mental health, rehabilitation, and health management, is expected to accelerate due to supportive policies [2] - The medical device ETF (159883) tracks the medical device sector and has a strong technological focus, with over 80% of its components coming from the Sci-Tech Innovation Board and the Growth Enterprise Market [2] - The Hong Kong medical ETF (159366) has also performed well, rising 5.34%, with significant gains in individual stocks related to brain science and medical technology [3]

粤科金融表示："国内眼科市场近年来高速发展，而青光眼作为不可逆的严重致盲眼病仍然有很多未被 满足的临床需求，我们一直在关注这个领域的前沿进展。朗目医疗的原创技术和产品管线符合中国青光 眼患者的实际临床需求，团队对于青光眼临床手术的理解以及国际化潜力，增强了我们对中国创新医疗 器械崛起的信心。期待与朗目医疗一起努力，为世界眼疾患者带来更多更好的治疗选择。" 投资界1月5日消息，专注于眼科微创精准治疗的创新型医疗器械企业朗目医疗，正式宣布完成近亿元人 民币A轮融资。本轮融资由广州产投及粤科金融联合领投，弘德投资、开发区基金、万联建智、国聚创 投跟投。募集资金将主要用于核心产品的临床随访与注册申报、产业化生产基地建设、市场推广团队搭 建以及后续产品管线的研发拓展。 广州产投表示："随着这些年中国人口老龄化的加剧以及眼健康的普及教育，包括青光眼在内的眼科疾 病的治疗引起了越来越多人的关注，作为老年病的一种，青光眼治疗的临床需求也在日益增长。我们持 续关注并致力于投资具备真正源头创新能力的医疗企业。朗目医疗作为其中的优秀代表，组建了医工结 合的优秀团队，其原创青光眼产品管线、对临床需求的深刻认知以及强大的团队执行力。我 ...

Group 1 - The article discusses the recent trends in the investment banking sector, highlighting the impact of economic conditions on deal-making activities [2] - It notes a significant decline in mergers and acquisitions (M&A) activity, with a year-over-year drop of approximately 30% in deal volume [2] - The report emphasizes the importance of adapting to changing market dynamics to identify new investment opportunities [2] Group 2 - The article mentions that companies are increasingly focusing on strategic partnerships rather than traditional M&A to drive growth [2] - It highlights the role of technology in reshaping the investment landscape, with fintech companies gaining traction [2] - The analysis points out that regulatory changes are influencing investment strategies and market behavior [2]

微创心通-B(02160)再涨超10%，截至发稿，涨8.7%，报1.25港元，成交额1148.28万港元。 值得注意的是，12月21日，公司宣布与微创心律管理完成战略合并。中信建投（601066）表示，公司通 过战略整合微创集团心律管理业务，突破对结构性心脏病单一赛道的依赖，大幅提升了公司的抗风险能 力；同时心通能够获得更为成熟的全球化销售网络，进一步加速公司海外市场扩张。未来，微创心通有 望结合双方在医疗器械领域的研发技术积累，打造全球化心衰诊疗专业器械平台。 消息面上，微创心通近日公布，至今，集团VitaFow系列经导管主动脉瓣膜及输送系统已进入全球35个 国家及地区，累计植入量近1,300例。其中，2025年植入量预计将超过850例，较2024年增长近350%。 2025年下半年植入量较上半年增长超过170%。 ...

智通财经APP获悉，微创心通-B(02160)再涨超10%，截至发稿，涨8.7%，报1.25港元，成交额1148.28万 港元。 消息面上，微创心通近日公布，至今，集团VitaFow系列经导管主动脉瓣膜及输送系统已进入全球35个 国家及地区，累计植入量近1,300例。其中，2025年植入量预计将超过850例，较2024年增长近350%。 2025年下半年植入量较上半年增长超过170%。 值得注意的是，12月21日，公司宣布与微创心律管理完成战略合并。中信建投表示，公司通过战略整合 微创集团心律管理业务，突破对结构性心脏病单一赛道的依赖，大幅提升了公司的抗风险能力；同时心 通能够获得更为成熟的全球化销售网络，进一步加速公司海外市场扩张。未来，微创心通有望结合双方 在医疗器械领域的研发技术积累，打造全球化心衰诊疗专业器械平台。 ...

信达证券指出，2026年开年新兴产业方向如脑机接口、机器人及AI应用值得重点关注，同时"十五 五规划"对应的国企改革主题也需重视。长期来看，创新和出海仍是医疗投资主线，建议关注高端医械 及创新药产业链。高端医疗器械领域，机器人应用逐步普及，制药装备受益于海外投资景气上行，院内 招采恢复驱动业务增长，消费医疗器械需求逐步修复，出海订单增长驱动企业成长。AI+医疗方向涵盖 医疗大模型、影像、医检、医药电商/精准营销、基因测序及制药等多个细分领域。CXO及生命科学上 游产业链中，具备全球影响力的龙头企业、国内临床CRO龙头及资源型CXO企业值得关注。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 生物医药ETF（512290）跟踪的是CS生医指数（930726），该指数从沪深市场中选取涉及制药、生 物技术、医疗器械等业务的上市公司证券作为指数样本，以反映生物科技与医疗健康 ...

鹏华医药科技股票A（001230）成立日期2015年6月2日，最新规模19.21亿。今年以来收益68.28%，同 类排名197/4189；近一年收益68.28%，同类排名197/4189；成立以来收益69.41%。 鹏华医药科技股票A（001230）基金经理为金笑非。 1月5日，威高骨科涨5.01%，截至发稿，报29.32元/股，成交4303.51万元，换手率0.37%，总市值117.28 亿元。 资料显示，山东威高骨科材料股份有限公司位于山东省威海市旅游度假区香江街26号，成立日期2005年 4月6日，上市日期2021年6月30日，公司主营业务涉及骨科医疗器械的研发、生产和销售。主营业务收 入构成为：关节29.01%，脊柱28.99%，运动医学和组织修复19.11%，创伤16.64%，其他6.10%，其他 (补充)0.15%。 从威高骨科十大流通股东角度 数据显示，鹏华基金旗下1只基金位居威高骨科十大流通股东。鹏华医药科技股票A（001230）三季度 新进十大流通股东，持有股数109.61万股，占流通股的比例为0.27%。根据测算，今日浮盈赚取约 153.45万元。 责任编辑：小浪快报 截至发稿，金笑非累计 ...

Group 1 - The medical device sector experienced a strong start in 2026, with multiple stocks hitting the daily limit up, including Mindray Medical, United Imaging, and South Micro Medical, among others [1] - The Medical Device Index ETF (159898) saw a significant increase of over 5%, with a net subscription of 27 million units and a net inflow of over 15 million yuan [1][2] - Recent government initiatives, such as the National Medical Products Administration's (NMPA) establishment of a priority approval list for high-end medical devices, aim to accelerate the market entry of innovative products [3] Group 2 - The medical device sector has gained attention in specific areas like brain-computer interfaces, indicating potential for continued performance [3] - The NMPA's new regulations on export sales certificates for medical devices will facilitate better pricing strategies for companies in the global market [3] - Century Securities suggests that domestic medical device manufacturers have gained significant market share post-consolidated procurement, benefiting from scale effects and export policies [4] Group 3 - The Medical Device Index ETF (159898) tracks the CSI All-Index Medical Devices, with major holdings in leading companies like Mindray Medical and United Imaging, reflecting a strong representation of the A-share medical device sector [4]

Core Viewpoint - The stock price of Aihuilong has shown a slight increase of 2.04% this year, with a current trading price of 14.49 CNY per share and a total market capitalization of 8.279 billion CNY [1]. Group 1: Company Overview - Aihuilong Biotechnology Co., Ltd. was established on September 17, 2008, and went public on May 17, 2021. The company specializes in the research, production, and sales of in vitro diagnostic instruments and related reagents, primarily using chemiluminescence immunoassay technology [1]. - The revenue composition of Aihuilong includes: self-produced reagents (non-COVID products) 58.57%, self-produced consumables (non-COVID products) 12.60%, self-produced instruments (non-COVID products) 11.92%, agency reagents 11.02%, agency consumables 3.30%, other (supplement) 1.89%, agency instruments 0.68%, and software services 0.04% [1]. Group 2: Financial Performance - For the period from January to September 2025, Aihuilong reported a revenue of 1.287 billion CNY, representing a year-on-year decrease of 7.69%. The net profit attributable to the parent company was 60.42 million CNY, down 72.36% year-on-year [2]. - Since its A-share listing, Aihuilong has distributed a total of 693 million CNY in dividends, with 531 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Aihuilong had 12,800 shareholders, an increase of 7.40% compared to the previous period. The average circulating shares per person decreased by 6.89% to 44,595 shares [2]. - Among the top ten circulating shareholders, Huabao Zhongzheng Medical ETF (512170) ranked as the seventh largest, holding 9.6516 million shares, a decrease of 1.7669 million shares from the previous period [3].

北交所报告 北交所 12 月份定期报告 北 交 所 定 供给提速延续，打新热度不减 2026 年 1 月 5 日 S0340522110001 电话：0769-22177163 邮箱：liziyi@dgzq.com.cn S0340522040001 电话：0769-23320059 邮箱：lvziwei@dgzq.com.cn 证 券 研 资料来源：iFind，东莞证券研究所 核心观点： 分析师：李紫忆 SAC 执业证书编号： 分析师：吕子炜 SAC 执业证书编号： 12月北交所延续高频供给态势，新股活跃与打新热度持续维持高位，市场 重心由前期普涨逐步转向"新股+结构性主题"驱动。一级市场节奏明显提 速，注册、排队、发行等环节衔接更为顺畅，显示出制度化常态运作特征 进一步强化。与此同时，近期上市企业普遍具备更高的成长性与规范性， 供给质量呈现边际改善，推动资金逐步形成偏好重构。二级市场层面，随 着估值中枢阶段性修复到位，存量博弈下的结构分化特征更趋明显，资金 更偏好流动性充足、预期兑现路径清晰的标的。整体看，短期交易重心仍 将围绕新股表现与主题外溢轮动展开，中期关注高质量供给持续释放下的 配置机会。 期 报 ...