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多维度赋能,中非经贸绘就合作新图景
Xin Hua She· 2025-06-14 10:14
Group 1 - The fourth China-Africa Economic and Trade Expo is taking place in Changsha, showcasing a variety of African products alongside Chinese goods, emphasizing cooperation opportunities under the theme "China-Africa Together to Dream of Modernization" [1] - The exhibition covers an area of 100,000 square meters with over 4,700 domestic and foreign enterprises displaying products across categories such as agricultural products, engineering machinery, electronic products, and handicrafts [1] - In the first five months of this year, China's total trade with Africa reached 963.21 billion yuan, marking a year-on-year increase of 12.4%, setting a historical record for the same period [2] Group 2 - Agricultural cooperation is expanding, with more high-quality African agricultural products entering the Chinese market; during the expo, China Customs signed five agreements for the import of agricultural products from four African countries [3] - A total of 38 entities from China and Africa signed 28 contracts worth $5.27 billion during the infrastructure cooperation exchange event, covering various sectors including transportation, logistics, energy, and housing construction [4] - The expo serves as a platform for promoting high-tech Chinese products such as new energy vehicles and solar panels, which are gaining popularity in Africa, indicating new directions for China-Africa economic cooperation [5] Group 3 - The expo features a "African Good Products" themed live broadcast, promoting African products through cross-border e-commerce platforms, and a service fund of 1 billion yuan was announced to foster China-Africa cross-border industrial chains [6] - Entrepreneurs from Africa are eager to establish online sales channels for their products, highlighting the growing interest in e-commerce and digital platforms for trade between China and Africa [6] - The expo is seen as a strong force for high-quality development in China-Africa economic cooperation, bringing new opportunities and platforms for collaboration [6]
每周股票复盘:三星医疗(601567)变更回购股份用途为注销并减少注册资本
Sou Hu Cai Jing· 2025-06-14 08:30
截至2025年6月13日收盘,三星医疗(601567)报收于22.34元,较上周的22.38元下跌0.18%。本周,三 星医疗6月10日盘中最高价报23.23元。6月11日盘中最低价报21.94元。三星医疗当前最新总市值315.22 亿元,在电网设备板块市值排名8/120,在两市A股市值排名454/5150。 三星医疗召开第六届董事会第二十三次会议,审议通过了关于变更部分回购股份用途为注销并减少公司 注册资本的议案。公司将存放于股份回购专用证券账户中已回购尚未使用的5,755,371股股份用途由"用 于实施员工持股计划或股权激励计划"变更为"用于注销并减少公司注册资本"。注销完成后,公司总股 本预计将由1,411,006,571股变更为1,405,251,200股,注册资本预计将由1,411,006,571元变更为 1,405,251,200元。公司通知各债权人,自接到公司通知起30日内、未接到通知者自本公告披露之日起45 日内,有权凭有效债权文件及相关凭证要求公司清偿债务或者提供相应担保。债权申报时间为2025年6 月14日至2025年7月28日,每日8:30-12:00;13:30-18:00(双休日及法 ...
中金研究 | 本周精选:宏观、策略、房地产
中金点睛· 2025-06-14 00:28
中金点睛"本周精选"栏目将带您回顾本周深受读者欢迎的研究报告。 01 房地产 Industry 2025下半年展望 | 房地产:信心、耐心与决心 >>点击图片查看全文<< 我们认为房地产市场"止跌回稳"是一个循序渐进的过程,可大体分为三个阶段,分别对应"住房交易量"、"房价"、"房地产投资"三类指标的企稳回 升;其中,步入正循环的核心点是供需结构改变带来的房价预期向上,或应成为市场耐心跟踪关注的关键转折信号。政策端促成"止跌回稳"仍需更大 决心,推进实体市场供需结构调整的措施落地和防范化解企业端衍生风险的措施补充是短期关键。我们此前在2025年度策略《 房地产:迈向止跌回 稳 》中提出三种政策强度情景;考虑到年初以来政策进展和市场表现、房地产政策约束条件的突破仍须时间、市场供需结构较历史上景气周期仍有 差距,我们认为对于房地产基本面磨底期的持续时长做充分估计,2025年演绎"中政策"情景的概率较大,其中仅销量表现由于926政策效果持续时长 超预期或略好于"中政策"情景。而一旦供需结构调整带动价格预期转为积极,我们认为总住房销量修复至历史合理水平对应的上行空间十分可观, 一、二手房占比结构的再平衡也意味着新房交 ...
巨鲨医疗——从商贸代理到自主研发制造
Jing Ji Ri Bao· 2025-06-13 20:58
走进南京巨鲨显示科技有限公司(以下简称"巨鲨医疗")产品展示厅,宽敞明亮的数字智能联合手术室 里一尘不染,多类型智能医用显示器一字排开,全智能高压注射系统整齐排列,AI智能机器人在自动 诊断病人CT影像……仿佛置身一个微型医疗装备展览会。 "公司研发生产的医学图像智能显示、智能医疗手术机器人、智能化医用高压注射系统等医疗装备,销 往100多个国家和地区。"巨鲨医疗董事长王卫说,公司已累计申请国际和国内专利1000余项,先后被认 定为国家级高新技术企业、国家级专精特新"小巨人"企业、国家知识产权示范企业、国家制造业单项冠 军企业等。 (文章来源:经济日报) 巨鲨医疗成立于1996年,起初主要从事进口医疗装备在国内的商贸代理。"20多年前,国内医院进口一 台医用液晶显示器要几十万元,产品还是落后两代的。"王卫说,"医疗设备能买来,但核心技术买不 来。我们下定决心自主研发,生产质量过硬、技术水平高的医疗设备。" 创新的道路从不平坦。对此,参与巨鲨医疗第一代医疗诊断显示屏研发工作的孙景锟深有感触。"芯片 是医学图像显示系统的核心,为实现自主研发,研发团队不断改思路、换方法,利用可编程逻辑阵列芯 片研发医学影像处理算法 ...
上证科创板医疗指数报737.03点,前十大权重包含爱博医疗等
Sou Hu Cai Jing· 2025-06-13 08:41
Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Medical Index (Sci-Tech Medical, 950255) reported at 737.03 points, indicating a recent performance trend with a 1.84% increase over the past month, a 2.05% decrease over the past three months, and a 1.64% increase year-to-date [1] - The index comprises no more than 30 listed companies in the medical sector from the Sci-Tech Innovation Board, reflecting the overall performance of medical listed companies [1] - The index is based on a reference date of December 30, 2022, with a base point of 1000.0 [1] Group 2 - The top ten weightings in the index are as follows: Huatai Medical (11.45%), United Imaging (10.09%), Aibo Medical (6.94%), Yirui Technology (6.44%), Nanwei Medical (5.44%), Shengxiang Biology (5.0%), Xinmai Medical (4.74%), Haier Biomedical (4.22%), Yahui Long (3.61%), and Aohua Endoscopy (3.52%) [1] - The index's holdings are entirely from the Shanghai Stock Exchange, with a 100.00% representation [1] - The industry composition of the index holdings includes 45.39% in medical consumables, 33.24% in medical devices, and 21.37% in in vitro diagnostics [1] Group 3 - The index sample is adjusted quarterly, with adjustments implemented on the next trading day following the second Friday of March, June, September, and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] - Companies that are delisted or undergo mergers, acquisitions, or splits will be handled according to calculation and maintenance guidelines [2]
血压计累计出货量达500万台,海尔加速AI家庭医疗布局 | 科技前线
Tai Mei Ti A P P· 2025-06-13 04:15
Core Viewpoint - Haier has launched its first smart blood pressure monitor, the M8, during the Shanghai Old Expo, marking a significant milestone in its home healthcare segment, which has achieved cumulative shipments of 5 million units [2] Group 1: Product Features and Innovations - The M8 blood pressure monitor features the Haier V-sense cardiovascular health monitoring system, which allows for early monitoring and alerts for potential cardiovascular issues [2] - The device integrates multiple functionalities, including vital sign monitoring, environmental sensing, smart alarms, and medication reminders, along with a magnetic storage design for seamless integration with Haier's smart home ecosystem [2][3] - User data collected by the M8 will be stored in the Haier Smart Home app and can be synchronized across various devices, enabling a comprehensive and intelligent chronic disease management platform [3] Group 2: Market Potential and Growth - The global home healthcare device market is projected to reach $58.3 billion in 2024, with a year-on-year growth of 23.5%, and is expected to exceed $100 billion by 2028, with a compound annual growth rate of 22.3% [5] - Haier aims to achieve a growth rate of approximately 30% in the blood pressure monitor segment, with aspirations to rank among the top three global brands [5] Group 3: Challenges and Compliance - The integration of smart features into medical devices faces challenges due to compliance requirements, as each new feature necessitates re-certification, leading to longer development cycles and higher costs [5] - Current market competitors, particularly in Japan, have slower product iteration rates, presenting an opportunity for Haier to capitalize on its innovative approach [5] Group 4: Future Developments - Future iterations of Haier's blood pressure monitors are expected to include functionalities for monitoring blood sugar and blood oxygen levels, enhancing the device's capabilities [3] - The company is focusing on AI health management, IoT integration, and data-driven services to accelerate its presence in the smart healthcare market [5][6]
上证科创板医疗指数报734.93点,前十大权重包含联影医疗等
Sou Hu Cai Jing· 2025-06-12 08:41
金融界6月12日消息,A股三大指数收盘涨跌不一,上证科创板医疗指数 (科创医疗,950255)报734.93 点。 数据统计显示,上证科创板医疗指数近一个月上涨1.89%,近三个月下跌3.03%,年至今上涨1.35%。 据了解,上证科创板医疗指数从科创板中选取不超过30家医疗领域的上市公司证券作为指数样本,以反 映科创板中医疗上市公司证券的整体表现。该指数以2022年12月30日为基日,以1000.0点为基点。 从指数持仓来看,上证科创板医疗指数十大权重分别为:惠泰医疗(11.48%)、联影医疗 (10.13%)、爱博医疗(6.9%)、奕瑞科技(6.49%)、南微医学(5.37%)、圣湘生物(4.91%)、心 脉医疗(4.69%)、海尔生物(4.16%)、亚辉龙(3.62%)、澳华内镜(3.59%)。 从上证科创板医疗指数持仓的市场板块来看,上海证券交易所占比100.00%。 从上证科创板医疗指数持仓样本的行业来看,医疗耗材占比45.40%、医疗设备占比33.27%、体外诊断 占比21.34%。 资料显示,指数样本每季度调整一次,样本调整实施时间分别为每年3月、6月、9月和12月的第二个星 期五的下一交易日。 ...
乐高乐园超9000万税惠背后:上海税务如何支撑2400亿元重大项目?
Xin Lang Cai Jing· 2025-06-12 05:23
Group 1 - Shanghai LEGO Park, built with over 85 million LEGO bricks, is set to welcome its first visitors in July, but the company faced initial concerns regarding complex cross-border tax issues related to equipment imports and frequent external payments [1] - The tax authority in Jinshan District provided a customized "full-process" cross-border tax solution, identifying 47 tax risk points and assisting the company in completing 15 external payment filings, resulting in a tax deduction of over 6.5 million yuan [1] - The company successfully applied for a tax refund of over 85 million yuan in input tax credits and received a reduction of nearly 250,000 yuan in urban land use tax [1] Group 2 - Prior to the official project handover, the tax department formed a volunteer service team to provide targeted support for the company's 219 employees regarding their income tax filing issues, offering policy consultation and system operation guidance [2] - The tax department's risk prevention efforts are not merely about identifying problems but also about helping companies establish systems to mitigate risks, as seen in the case of GeSi Aerospace, which benefited from tax deductions totaling 4.026 million yuan for R&D expenses [4] - The Shanghai Tunnel Engineering Company received nearly 190 million yuan in R&D expense deductions, crucial for the development of key equipment like the "Qiyue" shield machine, while the tax department assisted in managing cross-regional tax issues [5] Group 3 - The tax authority in Jiading District streamlined tax policies and provided risk management guidance for the construction of the 4.5 billion yuan medical equipment production and R&D base, helping the company avoid potential tax risks [6] - Shanghai's major engineering projects for the year include 186 formal projects and 35 preparatory projects, with a total investment plan of 240 billion yuan, highlighting the proactive approach of the tax department in fostering a law-based business environment [6] - The tax department aims to create a predictable and transparent tax environment for businesses in Shanghai, ensuring that policy benefits are fully and accurately released [6]
深圳市长覃伟中:探索AI辅助医疗设备、低空空域管理创新经验
Core Viewpoint - The article discusses the launch of a new round of comprehensive reform pilot programs in Shenzhen, aimed at enhancing its role as a key engine in the Guangdong-Hong Kong-Macao Greater Bay Area and promoting national reform and opening-up initiatives [1][2]. Group 1: Key Measures - The "Opinions" document outlines four major initiatives: 1. Integrated reform of education, technology, and talent systems to enhance collaboration between industry, academia, and research [2]. 2. Promotion of high-quality development of the real economy through financial, technological, and data empowerment, alongside reforms in data factor marketization [2]. 3. Establishment of a higher-level open economy, optimizing goods trade and enhancing service trade [2]. 4. Improvement of governance models to enhance public service levels and resource management [2]. Group 2: Economic Growth and Innovation - Shenzhen's GDP is projected to grow from 2.78 trillion yuan in 2020 to 3.68 trillion yuan in 2024, with an average annual growth rate of 5.5% [3]. - The city's R&D investment increased from 151.08 billion yuan in 2020 to 223.66 billion yuan in 2023, reflecting an average annual growth of 13.9% [3]. - Shenzhen's foreign trade is expected to reach 4.5 trillion yuan in 2024, marking a year-on-year increase of 16.4% [3]. Group 3: Focus on Emerging Industries - The city aims to support emerging industries through innovative mechanisms, including the establishment of a full-chain service system for technology transfer and the exploration of AI-assisted medical device regulations [4]. - Shenzhen is positioning itself as a global leader in artificial intelligence and low-altitude economy, with plans to build significant infrastructure and support over 2,600 AI enterprises [5][6]. - The city has launched nearly 300 drone routes and completed over 1.7 million cargo flights, indicating its leadership in the drone industry [5]. Group 4: Future Development Plans - Shenzhen plans to focus on four key areas: tackling core technologies, implementing innovative reforms, expanding application scenarios, and nurturing technology innovation enterprises [6]. - The city aims to create a comprehensive ecosystem for AI and low-altitude economy, ensuring safety while promoting innovative applications in various sectors [6].
港通医疗: 关于选举第五届董事会职工代表董事的公告
Zheng Quan Zhi Xing· 2025-06-12 00:13
一。 特此公告。 四川港通医疗设备集团股份有限公司董事会 证券代码:301515 证券简称:港通医疗 公告编号:2025-036 四川港通医疗设备集团股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 四川港通医疗设备集团股份有限公司(以下简称"公司")第四届董事会任 期于 2025 年 6 月 11 日届满。根据《公司法》《深圳证券交易所上市公司自律监 管指引第 2 号——创业板上市公司规范运作》及《公司章程》等有关规定,公司 第五届董事会由 9 名董事组成,其中 1 名为职工代表董事,由公司职工代表大会 选举产生。 公司于 2025 年 6 月 10 日在公司会议室召开了职工代表大会。经与会职工代 表认真讨论,会议选举魏勇先生为公司第五届董事会职工代表董事,职工代表董 事魏勇先生个人简历详见附件。 魏勇先生将与公司 2024 年年度股东会选举产生的 8 位董事共同组成公司第 五届董事会,任期与股东会选举产生的董事任期一致,自 2024 年年度股东会审 议通过之日起三年。魏勇先生担任职工代表董事后,公司董事会中兼任公司高 级管理人员以及由职工代表担 ...