证券之星消息，12月12日医疗服务板块较上一交易日上涨1.17%，益诺思领涨。当日上证指数报收于 3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。医疗服务板块个股涨跌见下表： 从资金流向上来看，当日医疗服务板块主力资金净流出2.4亿元，游资资金净流入1.35亿元，散户资金净 流入1.05亿元。医疗服务板块个股资金流向见下表： | 代码 | 名称 | | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 603127 | 昭衍新药 | | 5.03 Z | 30.20% | -2.10 Z | -12.62% | -2.93 Z | -17.58% | | 300015 | 爰尔眼科 | | 5317.94万 | 8.82% | -6481.96万 | -10.74% | 1164.02万 | 1.93% | | 300759 | 康龙化成 | | 3575.66万 | 3.45% | -2598 ...

达仁堂：构建制度、治理、经营三位一体的可持续发展体系 文/华夏大健康研究院 11月21日下午，由华夏时报社主办的"2025第五届华夏大健康产业发展暨康复服务大会"在北京成功举 行。本次大会以"智领健康未来"为主题，汇聚产业界、学术界、研究机构及投资方等多方代表，旨在整 合全链条资源，把脉行业趋势，探索发展路径。 现场设置了多场高水平圆桌对话，聚焦创新药、脑机接口、AI医疗、中医药转化等前沿议题，深入探 讨行业热点与突破方向。会议还集中发布并展示了一批具有示范意义与前瞻价值的创新典型案例，涵盖 赋能美好生活、ESG、创新药、中医药、生物科技、AI医疗、硬核科技与社会心理服务等八大类别，从 企业实践、技术应用、品牌建设与人物故事等多维度，展现了大健康领域的活力、深度与创新成果。 以下为具有代表性的2025年度华夏ESG蒲公英典型案例展示。 上海莱士：以系统化实践树立可持续发展标杆 上海莱士作为血液制品行业领军企业，在ESG领域展现出系统性建设与卓越实践。环境方面，公司推行 有害废物循环利用与能源管理体系认证，设定明确的减废与减排目标；社会责任层面，持续提升血浆综 合利用率，推动创新药物研发，并通过公益项目关爱特殊 ...

日前，公司董事会审议通过了《关于同意签署参股公司全诊医学〈B+轮增资协议〉〈B+轮股东协议〉 及相关文件的议案》。根据全诊医学《B+轮增资协议》，本次增资方案为：普华中小以货币形式出资 2000万元，认缴全诊医学本次B+轮新增注册资本118.0579万元;常州恒诺以货币形式出资500万元，认缴 全诊医学本次B+轮新增注册资本29.5145万元;人才基金以货币形式出资500万元，认缴全诊医学本次 B+轮新增注册资本29.5145万元。全诊医学注册资本增加至1652.8106万元，普华中小、常州恒诺、人才 基金分别获得全诊医学本次增资后的7.1429%股权、1.7857%股权、1.7857%股权。全诊医学实施本次增 资及转股方案后，公司的出资额占比为16.5160%。 创新医疗（002173）(002173.SZ)公告，现公司参股公司全诊医学因业务发展需要进行B+轮融资，确定 接受普华中小二期(杭州)创业投资合伙企业(有限合伙)(简称"普华中小")、常州恒诺数智创业投资合伙企 业(有限合伙)(简称"常州恒诺")、杭州高层次人才创新创业投资合伙企业(有限合伙)(简称"人才基金")的 投资。 ...

（记者 曾健辉） 截至发稿，创新医疗市值为93亿元。 每经头条（nbdtoutiao）——专访管涛：美国政府经济贸易政策正逐渐动摇美元本位国际货币体系，利 多因素下人民币汇率有可能破7 每经AI快讯，创新医疗（SZ 002173，收盘价：20.98元）12月12日晚间发布公告称，公司第七届2025年 第四次董事会临时会议于2025年12月11日以通讯表决方式召开。会议审议了《关于同意签署参股公司全 诊医学〈B+轮增资协议〉〈B+轮股东协议〉及相关文件的议案》等文件。 2025年1至6月份，创新医疗的营业收入构成为：医疗服务业务占比99.73%，其他业务占比0.27%。 ...

在此背景下，公司本次投资设立湖北济民军民科技创新有限公司，是公司基于长远战略规划的重要布 局，核心目的为公司培育和整合优质标的资产，推动公司产业转型升级，增强公司核心竞争力及可持续 发展能力。 公司主营业务涵盖医疗服务、医疗器械和大输液等产品的研发、生产与销售。近年来，受行业竞争加剧 及美国关税政策等外部因素影响，公司整体主营业务承压，业绩出现一定程度的下滑。 格隆汇12月12日丨济民健康(603222.SH)公布，公司拟与湖北省军民科技创新有限公司共同设立合资公 司湖北济民军民科技创新有限公司。投资金额和比例：合资公司注册资本为6亿元，其中，公司认缴出 资2.94亿元，持股比例为49%，军民科技认缴出资3.06亿元，持股比例为51%，各方均以现金出资。 ...

Core Insights - Lumexa Imaging Holdings, Bluerock Acquisition, and Carbon Capital Partners collectively raised $913 million upon their NASDAQ debut on December 11 [1] - Lumexa Imaging Holdings opened at $18.65 per share, slightly above its offering price, and closed at $18.52, with a total market capitalization of $1.751 billion [1][4] - Lumexa Imaging reported revenues of $755 million and a net loss of $18.41 million for the nine months ending September 30, 2025 [4] New Listings - Lumexa Imaging Holdings (LMRI) raised $463 million by issuing 25 million shares at $18.50 each, with funds allocated for repaying existing loans and general corporate purposes [4] - Bluerock Acquisition (BLRKU) and Carbon Capital Partners (KBONU) also listed on the same day, raising $150 million and $300 million respectively [5] IPO Filings - Brand Meditech Limited, a Chinese company, filed for an IPO with plans to list on NASDAQ under the ticker AED, aiming to raise between $6.3 million and $8.1 million by offering 900,000 shares at $7 to $9 each [6][10] - Brand Meditech specializes in medical devices and software, including infusion pumps and portable X-ray machines, targeting various medical fields [10] Financial Data - For the fiscal years ending March 31, 2024, and 2025, Brand Meditech reported revenues of $2.619 million and $2.549 million, with net profits of $1.47 million and $1.21 million respectively [11]

中新网成都12月12日电(记者 王鹏)12日上午，一架无人机携带医疗样本从四川大学华西医院锦江院区起 飞，标志着成都首条高密度核心城区常态化低空无人机医疗航线正式开通。 据了解，此前四川大学华西医院每日需用地面专车转运基因检测、抗体、染色体类等特殊检验项目的医 疗样本，从锦江院区到华西坝主院区共13公里路程，常规单边车程耗时25-30分钟，高峰时段超45分 钟，直接延长了患者检验报告等待时间，影响诊疗流程衔接。 成都开通首条高密度核心城区常态化低空无人机医疗航线 为进一步解决多院区物资转运时间长的问题，2025年以来，四川大学华西医院推进低空智能物流在大型 医院中的应用，联合芯明智能、美团无人机等合作方，历经多轮技术攻关与场景测试，首次在成都这座 超大型城市实现了高密度核心城区常态化低空无人机医疗服务。 该航线开通后，初期每天往返3班6架次。四川大学华西医院锦江院区与华西坝主院区的标本单边转运时 间将压缩至15分钟，患者获取检验结果的等待时长随之缩短一半以上。 "这一模式不仅打造了不受地面交通制约的医疗物资转运新路径，显著提升关键物资流转效率与安全 性，还优化了人力资源配置，降低了长期物流综合成本，让医护人员 ...

12月10日，记者从自治区卫生健康委召开的广西"时令、时事与健康"新闻发布会上获悉，广西3年 来累计投入近8.5亿元开展公立医院高质量发展建设，成效显著；全区458家二级及以上医疗机构持续实 施改善就医服务减轻群众就医负担专项行动，开展便民服务措施7000余项，受益人数达1.25亿人次。 广西医科大学第一附属医院以智慧医院建设赋能医院高质量发展，为患者提供更精准、更个性化的 医疗服务；广西中医药大学第一附属医院以心功能衰竭、呼吸功能衰竭、肝功能衰竭、肾功能衰竭、肠 功能衰竭等疾病为重点，制定中西医协同优势诊疗方案，推动中医药服务更好惠及百姓健康等。此外， 为了更好地满足人民群众日益增长的医疗卫生服务需求，广西514家医疗机构结合本院实际开展检查检 验结果互认。（关海芳 李旋茬） 据悉，2023年以来，广西相关部门联合开展自治区财政支持公立医院高质量发展和深化医药卫生体 制改革项目，内容包含区直公立医院高质量发展项目、设区市公立医院改革与高质量发展项目、基层卫 生健康综合试验区建设项目等。全区已有32个单位开展项目建设。区直公立医院作为区域医疗体系中 的"龙头"，在提升整体医疗服务能力、推动医学发展方面发挥着关 ...

Core Insights - The main focus of the articles is on the significant inflow of capital into various stocks, highlighting the top 20 stocks by capital inflow as of December 12, with notable performances in sectors such as electric equipment, automotive, and technology [1][2][3] Group 1: Stock Performance - TBEA (特变电工) saw a capital inflow of 557 million, with a price increase of 6.18% [2] - BYD (比亚迪) experienced a capital inflow of 552 million, with a price increase of 1.15% [2] - Antai Technology (安泰科技) had a capital inflow of 499 million, with a price increase of 7.29% [2] - China Western Power (中国西电) reported a capital inflow of 471 million, with a price increase of 10.06% [2] - Longxin Bochuang (长芯博创) achieved a capital inflow of 412 million, with a price increase of 11.86% [2] Group 2: Sector Analysis - The electric equipment sector is prominently represented, with multiple companies like TBEA, China Western Power, and Zhongneng Electric (中能电气) showing strong capital inflows and price increases [2][3] - The automotive sector, led by BYD, also shows positive capital inflow, indicating investor confidence in the automotive market [2] - The healthcare sector, represented by Zhaoyan Pharmaceutical (昭衍新药), recorded a capital inflow of 419 million, reflecting growth potential in medical services [2]

Summary of Key Points from the Conference Call Industry Overview - The conference call primarily discusses the **pharmaceutical industry** and its performance in the context of the upcoming Spring Festival and the Two Sessions in China. The focus is on the investment opportunities within the pharmaceutical sector, particularly in innovative drugs and services [1][2][3]. Core Insights and Arguments - **Market Performance**: Historically, small-cap stocks such as the CSI 500, CSI 1000, and National 2000 have shown a strong performance with a 90% excess win rate and a median excess return of approximately 3% from the New Year to the pre-Spring Festival period [1][2]. - **Consumer Sector**: The consumer sector has performed well with a 60% win rate in Q1, particularly peaking at 67% in March, making it the top performer among major styles [2]. - **Pharmaceutical Sector**: Despite recent adjustments, the pharmaceutical sector had a notable performance in February with a 73% excess win rate and a median excess return of 1.1%, ranking it among the top ten in the Shenwan primary industry [1][2]. - **Investment Opportunities**: During the Spring Rally, segments such as innovative drugs, medical devices, and traditional Chinese medicine are highlighted as key areas for investment due to their growth potential and strong domestic demand [1][5][6]. Additional Important Insights - **Long-term Outlook**: By 2026, the pharmaceutical innovation sector is expected to benefit from an engineer dividend, enhancing research efficiency, cost, and speed. The innovative drug market is seen as entering a long-term growth phase, with projections indicating that by 2030, the revenue and profit share from pharmaceutical innovation could rise significantly [2][7]. - **CRO and Life Sciences**: Since 2025, there has been a recovery in demand for Contract Research Organizations (CRO) and upstream life sciences, with a strong rebound anticipated in 2026, particularly in preclinical CROs [8][9]. - **Traditional Chinese Medicine**: The traditional Chinese medicine sector is expected to recover normal growth by 2026, supported by policy changes and decreasing raw material costs, which will enhance profit growth [10]. - **AI in Healthcare**: The potential for AI in healthcare is significant, with applications in diagnostics and drug discovery. The need for milestone events to catalyze this sector's growth is emphasized [17][20]. Conclusion - The pharmaceutical industry is positioned for growth, with various segments offering unique investment opportunities. The overall sentiment is optimistic, particularly regarding innovative drugs and the recovery of traditional medicine, supported by favorable market conditions and policy changes.