Core Insights - The first large-scale national alliance procurement for traditional Chinese medicine (TCM) acupuncture supplies took place on December 30, 2025, organized by the Guangxi Medical Insurance Bureau, covering 25 provinces and regions in China [1][2] - The procurement aims to reduce costs for patients while ensuring the quality and availability of medical supplies, focusing on commonly used items like acupuncture needles and cupping devices [1][2] Summary by Sections Procurement Details - The alliance procurement involves over 2.5 billion units of medical supplies, aiming to leverage bulk purchasing to lower prices and cover over 70% of the TCM service consumption market in China [1] - A group bidding mechanism was introduced, dividing companies into two groups: Group A for mainstream products with established clinical use and Group B for high-cost-performance new products, promoting innovation [1] Pricing and Competition - Multiple rules were implemented to ensure a balance where doctors are willing to use the products, patients can afford them, and companies can still profit [2] - The procurement cycle is set for two years, with the possibility of a one-year extension, and the selected results are expected to be implemented in the first half of 2026 [2] Future Implications - This procurement is seen as a significant step in building a China-ASEAN regional pharmaceutical trading platform, exploring new pathways for quality assurance, price reduction, and stable supply [2]

Group 1 - Tianzhihang Medical Technology Co., Ltd. focuses on the research, production, sales, and service of orthopedic surgical navigation robots, with a revenue composition of 58.31% from navigation robots, 23.86% from supporting equipment and consumables, 16.49% from technical services, and 1.31% from other sources [1] - As of January 5, Tianzhihang's stock price increased by 5% to 15.95 CNY per share, with a trading volume of 60.94 million CNY and a turnover rate of 0.85%, resulting in a total market capitalization of 7.273 billion CNY [1] Group 2 - E Fund's ETF, E Fund Guozheng Robotics Industry ETF (159530), entered Tianzhihang's top ten circulating shareholders in the third quarter, holding 10.78 million shares, which is 2.38% of the circulating shares, with an estimated floating profit of approximately 8.1931 million CNY [2] - The E Fund Guozheng Robotics Industry ETF has a current scale of 13.315 billion CNY and has achieved a year-to-date return of 36.58%, ranking 1266 out of 4189 in its category [2] Group 3 - The fund managers of E Fund Guozheng Robotics Industry ETF are Li Shujian and Li Xu, with total fund assets of 19.758 billion CNY and 26.538 billion CNY respectively [3] - Li Shujian has a tenure of 2 years and 120 days, with the best fund return of 114.87% and the worst return of -6.47% during his tenure [3] - Li Xu has a tenure of 3 years and 42 days, with the best fund return of 139.24% and the worst return of -5.57% during his tenure [3]

人民财讯1月5日电，据奥精医疗消息，近日，京津冀"3+N"联盟止血材料类医用耗材带量联动采购项目 正式发布中选结果。在本次覆盖多区域、多机构的联盟采购中，奥精医疗全资子公司北京奥精医疗器械 有限责任公司旗下奥愈凝可吸收胶原蛋白止血海绵成功中选，正式纳入联盟带量联动采购目录。 ...

Group 1 - The core point of the news is that Kemei Diagnostics experienced a stock price increase of 5.18%, reaching 7.72 CNY per share, with a total market capitalization of 3.097 billion CNY as of January 5 [1] - Kemei Diagnostics, established on May 10, 2007, and listed on April 9, 2021, specializes in the research, production, and sales of clinical immunochemistry luminescent diagnostic reagents and instruments [1] - The main revenue composition of Kemei Diagnostics is derived from LiCA series products (93.42%) and CC series products (6.58%) [1] Group 2 - According to data, Penghua Fund has a significant holding in Kemei Diagnostics through its Penghua Quantitative Pioneer Mixed Fund (005632), which held 69,200 shares, accounting for 0.46% of the fund's net value [2] - The Penghua Quantitative Pioneer Mixed Fund has achieved a year-to-date return of 38.28%, ranking 2189 out of 8155 in its category [2] - The fund manager, Shi Yunchao, has been in charge for 1 year and 9 days, with the fund's total asset size at 2.59 billion CNY [3]

1月5日，爱迪特涨5.02%，截至发稿，报46.42元/股，成交5222.36万元，换手率1.59%，总市值49.47亿 元。 资料显示，爱迪特(秦皇岛)科技股份有限公司位于河北省秦皇岛市经济技术开发区都山路9号，成立日 期2007年3月15日，上市日期2024年6月26日，公司主营业务涉及自主研发、生产、销售具有国际竞争力 的氧化锆瓷块等口腔修复材料。主营业务收入构成为：口腔修复材料73.74%，口腔数字化设备 19.80%，其他产品及服务6.46%。 从基金十大重仓股角度 数据显示，银河基金旗下1只基金重仓爱迪特。银河医药混合A（011335）三季度持有股数65.06万股， 占基金净值比例为5.66%，位居第八大重仓股。根据测算，今日浮盈赚取约144.43万元。 银河医药混合A（011335）成立日期2021年6月17日，最新规模5.03亿。今年以来收益13.29%，同类排 名5344/8155；近一年收益13.29%，同类排名5344/8155；成立以来亏损44.16%。 截至发稿，方伟累计任职时间4年242天，现任基金资产总规模7.03亿元，任职期间最佳基金回 报-13.99%， 任职期间最差基金回报 ...

Core Viewpoint - The stock of Hotgen Biotech has shown a slight increase of 2.07% as of January 5, 2025, with a current price of 165.35 CNY per share, despite a net outflow of funds from major investors [1] Group 1: Stock Performance - As of January 5, 2025, Hotgen Biotech's stock price increased by 2.07% year-to-date, but has decreased by 0.99% over the last five trading days and by 7.89% over the last twenty days [1] - The total market capitalization of Hotgen Biotech is 15.329 billion CNY [1] Group 2: Financial Performance - For the period from January to September 2025, Hotgen Biotech reported a revenue of 310 million CNY, representing a year-on-year decrease of 19.80% [2] - The company recorded a net profit attributable to shareholders of -109 million CNY, a significant decline of 168.12% compared to the previous year [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Hotgen Biotech increased by 12.90% to 7,833 [2] - The average number of circulating shares per shareholder decreased by 11.43% to 11,835 shares [2] Group 4: Dividend and Institutional Holdings - Since its A-share listing, Hotgen Biotech has distributed a total of 440 million CNY in dividends, with 17.344 million CNY distributed over the last three years [3] - Among the top ten circulating shareholders, notable changes include a decrease of 125,300 shares held by Huatai-PineBridge Innovation Medical Mixed Fund and an increase of 500,000 shares held by ICBC Frontier Medical Stock Fund [3]

该行认为，此次公司高管以自有资金增持公司股权，体现了管理层对于公司A股IPO进展以及中长期战 略发展的信心。此前，公司于2025年9月15日在官方公众号发文，公司A股IPO启动会圆满举行，意味着 公司未来有望通过A股IPO上市进一步提升资本市场流动性。此外，公司正积极推进介入式脑机接口产 品的医疗器械注册流程，预计2026年底完成首例人体临床入组。 心玮医疗-B(06609)涨超11%，截至发稿，涨11.17%，报60.7港元，成交额764.81万港元。 消息面上，2025年12月12日，心玮医疗-B公告，拟折价1.10%向张涵配售100万股内资股，净筹4325万 港元。中信建投（601066）指出，预计交易完成之后，将进一步增厚公司的流动现金储备，该笔现金预 计在2028年底前全部使用，用于在医疗器械行业的投资/并购，有望扩大公司产品组合，助力公司长期 可持续增长。 ...

心玮医疗-B（06609）盘中涨超11%，截至发稿，股价上涨9.98%，现报60.05港元，成交额854.85万港 元。 2025年12月12日，心玮医疗-B公告，拟折价1.10%向张涵配售100万股内资股，净筹4325万港元。中信 建投指出，预计交易完成之后，将进一步增厚公司的流动现金储备，该笔现金预计在2028年底前全部使 用，用于在医疗器械行业的投资/并购，有望扩大公司产品组合，助力公司长期可持续增长。 该行认为，此次公司高管以自有资金增持公司股权，体现了管理层对于公司A股IPO进展以及中长期战 略发展的信心。此前，公司于2025年9月15日在官方公众号发文，公司A股IPO启动会圆满举行，意味着 公司未来有望通过A股IPO上市进一步提升资本市场流动性。此外，公司正积极推进介入式脑机接口产 品的医疗器械注册流程，预计2026年底完成首例人体临床入组。 MACD金叉信号形成，这些股涨势不错！ MACD金叉信号形成，这些股涨势不错！ 责任编辑：卢昱君 该行认为，此次公司高管以自有资金增持公司股权，体现了管理层对于公司A股IPO进展以及中长期战 略发展的信心。此前，公司于2025年9月15日在官方公众号发文，公 ...

来源：新浪基金∞工作室 中欧景气精选混合A（020876）基金经理为张学明。 截至发稿，张学明累计任职时间1年258天，现任基金资产总规模67.41亿元，任职期间最佳基金回报 67.29%， 任职期间最差基金回报0.14%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从春立医疗十大流通股东角度 数据显示，中欧基金旗下1只基金位居春立医疗十大流通股东。中欧景气精选混合A（020876）三季度 新进十大流通股东，持有股数283.26万股，占流通股的比例为0.74%。根据测算，今日浮盈赚取约 331.41万元。 中欧景气精选混合A（020876）成立日期2024年4月23日，最新规模10.52亿。今年以来收益49.87%，同 类排名1198/8155；近一年收益49.87%，同类排名1198/8155；成立以来收益67.29%。 1月5日，春立医疗涨5.11%，截至发稿，报24.05元/股，成交3124.27万元，换手率0.46%，总市值92.25 亿元。 资料显示，北京 ...

A股2026年首个交易日，三大股指集合竞价集体高开，上证指数高开0.46%，深证成指高开0.8%，创业板指高开0.84%。截至发稿时，上证指数上涨 0.66%，深证成指上涨1.32%，创业板指上涨1.49%。 | NYMEX WTI原油 | ICE布油 | ICE轻质低硫原油 | | --- | --- | --- | | 57.48 | 60.98 | 57.00 | | +0.16 +0.28% | +0.23 +0.38% | -0.01 -0.02% | | INE原油 | INE低硫燃料油 | NYMEX天然气 | | 429.4 | 2932 | 3.459 | | -7.1 -1.63% | -24 -0.81% | -0.159 -4.39% | 三是科技股走强，半导体产业链和消费电子概念领涨，AI应用主线表现活跃。具体来看，半导体产业链中，存储芯片板块大涨，香农芯创、江波龙等个 股大涨。 盘面上，市场主要有以下几条主线走强： 一是新兴产业类主题赛道。脑机接口板块早盘大涨，倍益康、三博脑科等个股大涨。商业航天、可控核聚变等板块上涨。 消息面上，埃隆·马斯克近日在社交媒体上表示，其脑机接口公司" ...