Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector in the next six months [1][29]. Core Insights - The pharmaceutical and biotechnology sector has shown strong performance, with an overall increase of 4.00% in the week from July 14 to July 18, outperforming the CSI 300 index by 2.91 percentage points [3][11]. - Year-to-date, the sector has risen by 16.59%, ranking third among 31 industries, and has outperformed the CSI 300 index by 13.45 percentage points [3][13]. - The current PE valuation for the pharmaceutical and biotechnology sector stands at 30.02 times, which is at the historical median level, with a valuation premium of 137% compared to the CSI 300 index [3][17]. Market Performance - The pharmaceutical and biotechnology sector's sub-sectors that performed best last week include chemical pharmaceuticals (6.86%), biological products (3.68%), and medical services (3.14%) [3][11]. - A total of 397 stocks (82.88%) in the sector increased in value, while 70 stocks (14.61%) decreased [3][23]. - The top five performing stocks were: - Borui Pharmaceutical (42.35%) - Lisheng Pharmaceutical (41.68%) - Nanxin Pharmaceutical (34.95%) - Aosaikang (32.77%) - Yipinhong (32.13%) [3][24]. Industry News - The 11th batch of national centralized procurement was officially launched on July 15, with 55 drug varieties included, focusing on mature clinical drugs and excluding new drugs from procurement [4][25]. - He Yuan's plant-derived recombinant human serum albumin (HY1001) was approved for domestic marketing on July 18, aimed at treating liver cirrhosis with low albumin levels [4][26]. Investment Recommendations - The report suggests that the pharmaceutical and biotechnology sector remains a strong investment opportunity, particularly in innovative drugs, CXO, medical devices, traditional Chinese medicine, chain pharmacies, and medical services [5][27]. - Recommended stocks include: - Buy: Betta Pharmaceuticals, Teva Biologicals, Lao Baixing, Huaxia Eye Hospital, Qianhong Pharmaceutical, Baipusais [5][27]. - Focus: Kelun Pharmaceutical, Rongchang Biotechnology, Lizhu Group, Lingrui Pharmaceutical, Kaili Medical, Kangtai Biotechnology [5][27].

证券代码：002173 证券简称：创新医疗 公告编号：2025-045 创新医疗管理股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本次担保情况概述 创新医疗管理股份有限公司（以下简称"公司"）子公司齐齐哈尔建华医院 有限公司（以下简称"建华医院"）因生产经营需要，拟向齐齐哈尔农村商业银 行股份有限公司（以下简称"齐齐哈尔农商行"）在人民币 2,520 万元的授信额 度内申请贷款延期，延期期限为一年。公司于 2025 年 7 月 21 日召开的第六届董 事会 2025 年第七次临时会议审议通过了《关于为建华医院提供担保的议案》，公 司知晓并同意为建华医院在 2,520 万元授信额度内向齐齐哈尔农商行申请贷款 延期提供连带责任担保。 根据《深圳证券交易所股票上市规则》、 《深圳证券交易所上市公司自律监管 指引第 1 号—主板上市公司规范运作》等法律法规和规范性文件及公司《章程》 的规定，上述担保事项无需提交公司股东大会审议。 二、被担保人基本情况 许可项目：医疗服务；食品销售。 一般项目：非居住房地产租赁：租赁服务（不含许可类租赁服务）；保健食 ...

Core Viewpoint - The company, Seer Medical Technology Group Co., Ltd., has decided not to exercise the early redemption rights for its convertible bonds, despite meeting the conditions for redemption due to stock price performance [1][6]. Group 1: Convertible Bond Redemption - The company's stock price has met the condition of being above 130% of the conversion price for at least 15 trading days within a 30-day period, triggering the redemption clause for the "Seer Convertible Bonds" [1][6]. - The board of directors has resolved not to redeem the "Seer Convertible Bonds" early, considering current market conditions and the protection of investor interests [1][7]. - The company will not exercise the early redemption rights for the next three months, and if the redemption conditions are met again after October 21, 2025, the board will reconvene to decide on the matter [1][6]. Group 2: Convertible Bond Issuance and Terms - The company issued 5.4331 million convertible bonds at a face value of 100 yuan each, totaling 534.698 million yuan, with the net proceeds after expenses amounting to 532.698 million yuan [1][2]. - The initial conversion price was set at 16.98 yuan per share, with the conversion period running from March 1, 2021, to August 20, 2026 [2][3]. - The conversion price has been adjusted multiple times, with the latest adjustment reducing it from 12.50 yuan to 12.00 yuan per share, effective from February 6, 2025 [5][6]. Group 3: Compliance and Oversight - The company has adhered to necessary decision-making procedures regarding the non-redemption of the convertible bonds, in compliance with relevant regulations and guidelines [7][8]. - The sponsor institution has confirmed that the decision not to redeem the bonds early is in line with legal requirements and the company's offering documents [7][8].

央视网消息："十四五"期间，中国外贸在全球变局中逆势上扬，顶住压力、稳中提质。五年来，不仅"做大了体量"，也"做强了结构"， 更"锻造了韧性"，贸易强国建设步伐加快。 ▷"十四五"期间，外贸体量持续扩大。我国货物贸易规模连续跨过5万亿、6万亿美元两大台阶，2024年达6.16万亿美元，较"十三五"末增 长32.4%，连续8年稳居全球第一。 ▷服务贸易规模2024年首次突破1万亿美元，位居全球第二。民营企业出口占比从"十三五"末的56%，提升至2024年的64.8%。 ▷外贸结构更加优化。2024年，我国跨境电商进出口达2.7万亿元，5年增长67%。知识密集型服务贸易增长38%，可数字化交付服务进出 口额增长近四成。2024年，货物贸易中高技术产品出口占比达到18.2%。相当于出口中每5美元里就有近1美元来自高技术产品，"含金量""含新 量"持续攀升。 ▷外贸韧性不断增强。面对外部挑战，我国积极拓展多元市场。东盟已经连续5年为我国第一大贸易伙伴，今年上半年贸易额同比增长 9.6%。2024年，我国与共建"一带一路"国家贸易比重已经超过了50%。五年来，我国外贸产供链更完备、更灵活，应对风险挑战的能力更强、 底气 ...

儿科医生少、床位供应不足、就诊难等问题让不少家长头疼。为改变现状，国家卫生健康委在2025 —2027年开展"儿科服务年"，利用3年时间进一步扩大儿科服务供给，强化儿科服务能力。 "3家国家儿童医学中心帮扶医疗机构提高医疗服务能力，发展新业务、新技术，培养高层次的儿科 医学人才。6个国家儿童区域医疗中心覆盖了东北、华东、中南、西北、西南五大区域，为当地区域提 供很好的医疗服务。"李大川说。 以国家儿童区域医疗中心（中南）的广州市妇女儿童医疗中心为例，该中心通过医防融合和全生命 周期健康管理，"立体"维护儿童健康。"我们建成了全国首个母子一体化保健中心，并指导广东、广 西、河南等地建设了12个母子一体化保健中心。"广州市妇女儿童医疗中心党委书记余纳表示。 在医疗服务理念转变的同时，国家儿童区域医疗中心也持续探索医疗资源供给的扩大与下沉。"针 对儿童季节性高发的疾病，中心午间、夜间和周末都开通儿童门诊，并通过互联网诊疗增加复诊和咨询 量。"余纳表示，当前，日门诊量增长33%，患者等候时间缩至30分钟以内。"我们还探索将20%的专科 号源预留给社区服务中心，引导发热门诊基层首诊，疑难复杂疾病进行绿色上转。"余纳说。 ...

Core Insights - The article highlights the significant improvements in maternal healthcare in Naqu, Tibet, due to the support from medical teams and the establishment of specialized medical centers [1][4] - The successful case of a pregnant woman with severe complications showcases the enhanced capabilities of local hospitals to handle critical cases without needing to transfer patients to Lhasa [1] - The integration of telemedicine and digital tools has expanded access to quality healthcare services in remote areas, allowing for timely consultations and management of patients [3][4] Group 1: Medical Advancements - Naqu People's Hospital has established five medical rescue centers, including a critical care center for pregnant women, significantly improving the region's medical capabilities [1] - The hospital reported over 950 inpatient deliveries in the first half of the year, with only 3 cases requiring transfer, a drastic reduction from previous years [1] - The introduction of advanced medical techniques and training for local doctors has led to successful management of complex cases, such as HELLP syndrome [1][4] Group 2: Telemedicine and Digital Solutions - The implementation of a remote consultation system has allowed Naqu People's Hospital to respond to requests from lower-level medical institutions, facilitating 83 consultations to date [3] - A "Maternal and Child Cloud" mini-program has been developed to provide services such as appointment scheduling, pregnancy management, and health guidance for expectant mothers [3] Group 3: Long-term Impact and Training - Over the past decade, 131 medical experts from Liaoning Province have been sent to assist in Tibet, training 225 local medical professionals and establishing a sustainable healthcare workforce [4] - The initiative has led to breakthroughs in 293 new medical techniques and numerous complex surgeries, enhancing the overall healthcare landscape in the region [4]

Group 1 - The Thai government has launched an artificial intelligence medical data platform, marking a significant step in the digitalization of healthcare in Thailand [1] - The platform, developed by multiple organizations, stores over 2.2 million anonymous medical images covering various diseases, aiding doctors in precise diagnoses, especially in resource-limited areas [1] - The Thai government plans to invest 90 million Thai Baht (approximately 19.95 million RMB) in the AI medical data platform project from 2023 to 2026 to promote data sharing and accelerate AI development in healthcare [1] Group 2 - The Thai Ministry of Public Health initiated a "Digital Health Strategy" in 2015 to enhance healthcare through digital transformation, including extending high-speed internet to hospitals and developing remote medical systems [2] - The Ministry has released the "2024 Remote Medical Service Standards," which set strict regulations on service provider qualifications, data storage security, and traceability of service records [2] Group 3 - The application of digital technology in Thailand's healthcare sector has improved accessibility and convenience, with the government implementing the "30 Baht Universal Healthcare" plan to share patient information across hospitals [3] - The introduction of health check kiosks allows patients to self-measure vital signs and consult with doctors remotely, with plans to expand these kiosks to over 900 hospitals [3] - Data shows a steady decline in outpatient visits due to the growth of remote medical services, with daily visits to regional hospitals dropping from over 23,000 to 13,000 between 2022 and 2024 [3]

Summary of Key Points Core Viewpoint - Tongce Medical (600763) shows a positive trading performance with a closing price of 42.73 yuan, reflecting a 1.69% increase on July 18, 2025, indicating investor confidence in the company [1]. Trading Information - On July 18, 2025, the net inflow of main funds into Tongce Medical was 78.57 million yuan, accounting for 16.58% of the total transaction amount [2][4]. - Retail investors experienced a net outflow of 43.14 million yuan, representing 9.1% of the total transaction amount [2]. Company Announcements - Tongce Medical's controlling shareholder, Hangzhou Baoqun Industrial Group Co., Ltd., announced a pledge of 1.23 million shares, which is 0.81% of its total holdings and 0.27% of the company's total shares [2][4]. - The total number of pledged shares by Baoqun Industrial has reached 99.09 million, which is 65.37% of its holdings and 22.15% of the company's total shares [2]. - The pledge was initiated on July 10, 2025, with a maturity date of July 3, 2028, and the funds will be used for off-system medical project financing [2]. - Baoqun Industrial's credit situation is reported to be good, indicating a manageable risk associated with the pledged shares, which will not affect the company's main business operations or control [2].

同时，选派省人民医院普外科主任医师何锦担任天水市第二人民医院党委副书记、副院长，选派36名儿 科、中毒治疗、消化、心理卫生、检验等省级专家长期入驻天水市第二人民医院开展诊疗服务。 另据了解，天水市第二人民医院重新购置国内最新的血铅检验设备。目前已完成设备安装调试、计量检 定、比对验证和人员培训，3名省级检验专家入驻开展血铅检验工作，具备快速准确进行血铅检验的能 力。 来源： 新天水客户端 据新天水客户端消息，记者 从甘肃省卫生健康委获悉，为全面提升天水市第二人民医院医疗卫生服务水 平，由甘肃省人民医院全面托管天水市第二人民医院，省人民医院原党委书记、主任医师李兴勇担任天水 市第二人民医院党委副书记、院长。 责编： 刘珺宇 校对：赵燕 李兴勇，男，1963年8月生，中共党员，毕业于兰州医学院医疗系，医学硕士，天津中医药大学硕士研究 生导师，甘肃中医药大学博士研究生导师，省政府参事，享受国务院特殊津贴专家、甘肃省五一劳动奖章 获得者。 邮箱：bwb@stcn.com 百万用户都在看 集体拉升！特朗普，突传重磅！ A股重磅！证监会，同意！ 美联储，降息大消息！ 刚刚！中美，大消息！ 特朗普被确诊患病 违法和不良信息 ...

Core Viewpoint - The surge in pediatric patients during the summer vacation is primarily attributed to a common underlying issue: lack of physical activity, leading to various health problems such as myopia, scoliosis, obesity, and mental health issues [1][2][3]. Group 1: Health Issues - The increase in myopia among children has surpassed 50%, with a concerning trend of younger children requiring glasses [2]. - Scoliosis cases are rising, with some patients missing the opportunity for conservative treatment and requiring surgery [2]. - Obesity in children is linked to various endocrine disorders, including precocious puberty and type 2 diabetes, primarily due to poor diet and lack of exercise [3]. Group 2: Contributing Factors - Academic pressure, excessive use of electronic devices, and inadequate sports facilities are major factors contributing to the decline in children's physical activity [4][5]. - The prevalence of sedentary behavior, such as prolonged screen time, is leading to a disinterest in physical activities [4]. - Environmental challenges, including extreme weather conditions and insufficient access to safe recreational spaces, further hinder children's ability to engage in outdoor activities [4]. Group 3: Proposed Solutions - Experts recommend a "sports prescription" approach, advocating for 1 to 2 hours of outdoor activity daily to improve both physical and mental health [6]. - Tailored exercise programs should be developed based on specific health issues, such as stretching exercises for scoliosis and water activities for obese children [6]. - Parents are encouraged to foster a positive attitude towards physical activity, focusing on enjoyment rather than competition, to help children develop lifelong exercise habits [6].