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瑞银最新报告:2025年长期投资该押注哪些方向?这5大主题被重点看好
Zhi Tong Cai Jing· 2025-09-11 00:49
Core Conclusion - UBS identifies five key long-term investment themes as the best entry points: Digital Consumers, Diversity and Equality, Enabling Technologies, Fintech, and Identifying the Next Frontier [1][2] Investment Themes 1. Digital Consumers - Investment Logic: The younger generation, particularly Gen Z, is reshaping consumption patterns, prioritizing shared experiences over ownership. AI plays a crucial role in transforming traditional sectors like travel and entertainment, alongside emerging areas such as the metaverse and social media [2] - Current Investment Rationale: Ranked first this month due to strong quality metrics, with companies showing robust balance sheets and high returns on invested capital. However, valuations are relatively high due to a focus on growth sectors [2] 2. Diversity and Equality - Investment Logic: Global regulations are increasingly pushing companies to disclose diversity data and reduce disparities. Enhanced diversity is expected to narrow the wealth gap and potentially drive GDP growth over the next decade [3] - Current Investment Rationale: Valuations are reasonable, and quality scores are high. This theme is cross-industry, offering defensive, value, and growth attributes, with strong risk resilience [3] 3. Enabling Technologies - Investment Logic: Generative AI is accelerating technological convergence, with UBS focusing on five categories: AI, AR/VR, big data, 5G, and breakthrough technologies. These technologies are expected to reshape multiple industries, with a high proportion of hardware and software, particularly semiconductors [4] - Current Investment Rationale: Strong momentum and attractive valuations, with a focus on the IT sector, which is currently performing well. The AI market is projected to reach $2.6 trillion by 2030, with a compound annual growth rate (CAGR) of 41% from 2024 [5] 4. Fintech - Investment Logic: Urbanization, demand from younger demographics, and policy support are driving the fintech sector, with revenues expected to grow from $310 billion in 2024 to $580 billion by 2030. Key areas include leading payment companies and emerging technologies like distributed ledgers and AI [6] - Current Investment Rationale: Continuous improvement in momentum aligns with UBS's positive outlook on the U.S. financial sector. After a period of valuation decline, fintech companies are shifting focus from scale to profitability, supported by advancements in AI and a favorable regulatory environment [6] 5. Identifying the Next Frontier - Investment Logic: Emerging and frontier economies are projected to be the main drivers of global GDP growth over the next decade, with over 50% of the population in the top 10 developing economies by 2024. These markets can convert economic growth into corporate profitability [7] - Current Investment Rationale: The appeal of emerging markets is increasing due to the expanding U.S. fiscal deficit and a weakening dollar. Investors are likely to favor these markets for diversification, especially with potential interest rate declines in the second half of the year [7] Short-term Cautions - Gene Therapy & Medical Technology: Currently ranked low in quantitative models, lacking short-term catalysts. The biotech sector faces significant capital constraints, and medical technology companies need to demonstrate profitability and scalability [8] - Smart Mobility: Due to improved valuations and momentum, this theme has been removed from the caution list, with positive developments expected from upcoming industry events [9]
嘉和美康(北京)科技股份有限公司股东减持股份计划公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688246 证券简称:嘉和美康 公告编号:2025-062 嘉和美康(北京)科技股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏, 并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: ● 股东持有的基本情况 截至本公告披露日,嘉和美康(北京)科技股份有限公司(以下简称"嘉和美康"或"公司")股东苏州赛 富璞鑫医疗健康产业投资中心(有限合伙)(以下简称"赛富璞鑫")持有公司股份2,672,492股,占公司 股份总数的1.94%。上述股份为嘉和美康首次公开发行并上市前取得的股份,且已于2022年12月14日起 上市流通。 股东过去12个月内减持股份情况 ■ 二、减持计划的主要内容 ■ 预披露期间,若公司股票发生停牌情形的,实际开始减持的时间根据停牌时间相应顺延 ● 减持计划的主要内容 公司于2025年9月10日收到赛富璞鑫出具的《关于股东减持计划的告知函》,因股东流动性需求,股东 赛富璞鑫计划根据市场情况拟通过集中竞价方式减持其持有的公司股份不超过2,672, ...
服贸会健康卫生专题展示医疗科技新趋势
Xin Jing Bao· 2025-09-10 11:56
9月10日至14日2025年服贸会期间,健康卫生服务专题在北京首钢园区举办。本届专题以"智领未来,健 康生活"为主题,设置专题展并同期举办"首都国际医学(000516)大会"等近20场各类会议、论坛和配 套活动。世界500强及行业龙头企业参展率达到54%,国际化率达53%。 ...
第25届投洽会|黑龙江展区多元业态引热潮
Xin Lang Cai Jing· 2025-09-10 06:16
转自:龙头新闻·黑龙江日报 黑龙江展馆 北大荒展台前围满了观众,袋装长粒香米颗粒饱满、泛着油亮光泽,桶装非转基因豆油澄澈透明,精致 包装的杂粮礼盒码得整整齐齐。"这米产自松嫩平原黑土带,煮出来的饭自带清甜!"北大荒食品有限公 司福州分公司福州区经理林运彩介绍,"黑龙江的黑土是'耕地中的大熊猫',从种植到加工我们全程严 把控,就是要把最纯的龙江味送到南方餐桌。"据他透露,企业已经参加了多届投洽会,以往投洽会帮 产品敲开了福建商超、社区便利店的大门,这次还要进一步拓展市场。 9月8日,第二十五届中国国际投资贸易洽谈会在厦门开幕。黑龙江展区凭借"冰雪、科技、农业、中俄 合作"四大核心主题,以鲜活展品与互动场景成为全场焦点,全方位展现出龙江的地域特色与产业活 力。 舌尖上的龙江:黑土珍品圈粉无数 农业展区是黑龙江馆的"人气担当",从黑土地里长出来的米面粮油,到山林间藏着的珍稀特产,满 满"龙江风情"让参观者挪不开眼,咨询声、赞叹声不绝。 另一侧的大兴安岭富林山野珍品展位同样热闹,有机木耳舒展厚实,野生榛蘑、元蘑裹着自然菌香,瓶 装桦树汁清透亮泽,不少年轻参观者举着手机拍照打卡。"我们带来了有机山珍、野生浆果制品等3大 ...
美中嘉和(02453):成功构建自主进化的多模态智能体架构,智能体检报告系统开始试用
智通财经网· 2025-09-08 00:27
Core Viewpoint - The company has made significant advancements in the artificial intelligence sector by developing a self-evolving multimodal intelligent architecture, which has led to the creation of a revolutionary intelligent health examination report system that is currently being trialed by partner institutions [1] Group 1: Technological Advancements - The new system utilizes a top-tier expert thinking chain model that continuously learns and updates medical frontier knowledge [1] - It comprehensively analyzes user health examination images, tests, and medical history data to generate personalized health reports [1] - The system significantly reduces misdiagnosis and missed diagnosis rates by eliminating human biases and accurately identifying complex health risks [1] Group 2: Industry Impact - The transition from traditional health examinations to intelligent examinations represents not only a technological improvement but also an industrial transformation [1] - The system enables real-time collaboration with remote medical nodes, generating expert-level reports in seconds [1] - It ensures that primary healthcare institutions have access to the analytical capabilities of top-tier hospitals, allowing high-quality medical resources to be accessible without boundaries [1]
美中嘉和(02453.HK)AI医疗突破:多模态智能体检系统试用,商业化落地加速
Ge Long Hui· 2025-09-08 00:06
Core Insights - The company has made significant advancements in the artificial intelligence sector by developing an autonomous multi-modal intelligent agent architecture based on its proprietary optimized large model [1] - A revolutionary intelligent health examination report system has been created, which is currently in trial use at partner institutions [1] Company Developments - The new system employs a top-tier expert thinking chain model that continuously learns and updates medical frontier knowledge in real-time [1] - It comprehensively analyzes user health examination images, tests, and medical history data to generate personalized health reports [1] - The system significantly reduces misdiagnosis and missed diagnosis rates by eliminating human biases and accurately identifying complex health risks [1] Industry Impact - The transition from traditional health examinations to intelligent health examinations represents not only a technological improvement but also an industrial transformation [1] - Each health examination data point is transformed into an intelligent guide for precise health management, ensuring that high-quality medical resources are accessible without boundaries [1] - The system enables real-time collaboration with remote medical nodes, generating expert-level reports in seconds, thus providing grassroots institutions with the analytical capabilities of top-tier hospitals [1]
美中嘉和(02453) - 自愿公告自研多模态智能体系统进展
2025-09-08 00:00
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致之任何損失承擔任何責任。 CONCORD HEALTHCARE GROUP CO., LTD. 美中嘉和醫學技術發展集團股份有限公司 (股份代號:2453) 自願公告 自研多模態智能體系統進展 本公告乃由美中嘉和醫學技術發展集團股份有限公司(「本公司」)董事會(「董事 會」)自願刊發。 董事會欣然宣佈,本公司在人工智能領域再度取得重要進展,基於自主研發的優 化大模型,成功構建了自主進化的多模態智能體架構,打造了顛覆傳統的智能體 檢報告系統,並已在合作機構開始試用。 該系統採用頂級專家思維鏈模式,持續學習並實時更新醫學前沿知識,全面分析 用戶體檢影像、檢驗、病史等多模態數據,生成個性化健康報告。通過消除人為 偏差,精準定位復合型健康風險,該系統極大降低誤診率、漏診率,並支持遠程 醫療節點實時聯動,秒級完成專家級報告生成,確保基層機構享有三甲級醫院分 析能力,令優質醫療資源無界觸達。 由傳統體檢到智能體檢,不僅是技術改進,更是一場產 ...
建发致新: 中国证监会关于同意公司首次公开发行股票注册的批复
Zheng Quan Zhi Xing· 2025-09-04 13:19
Core Points - The China Securities Regulatory Commission (CSRC) has approved the initial public offering (IPO) registration application of Shanghai Jianda Zhi New Medical Technology Group Co., Ltd [1] - The approval allows the company to issue stocks and list on the Growth Enterprise Market [1] - The company must strictly adhere to the submitted prospectus and underwriting plan during the stock issuance process [1] Regulatory Details - The approval is valid for 12 months from the date of registration [1] - The company is required to report any significant events to the Shenzhen Stock Exchange before the completion of the stock issuance [1]
建发致新: 股东大会、董事会、监事会、独立董事、董事会秘书制度的建立健全及运行情况说明
Zheng Quan Zhi Xing· 2025-09-04 13:19
Core Viewpoint - The company has established and improved its governance structures, including the shareholders' meeting, board of directors, supervisory board, independent directors, and board secretary system, in preparation for its initial public offering on the Growth Enterprise Market [1][2][4][5][6]. Shareholders' Meeting System - The company has adopted its Articles of Association and rules for the shareholders' meeting, establishing a standardized system that allows shareholders to exercise their rights in accordance with the Company Law and the Articles of Association [1]. - The shareholders' meeting has convened 11 times during the reporting period, adhering to legal and regulatory requirements to protect the rights of the company and its shareholders [1]. Board of Directors System - The board of directors, consisting of 9 members, is responsible for managing the company's operations and is accountable to the shareholders' meeting [2][3]. - The board has held meetings in compliance with the Articles of Association and has effectively participated in decision-making regarding profit distribution, listing plans, and the appointment of senior management [3]. Supervisory Board System - The supervisory board, composed of 3 members, serves as the company's oversight body, ensuring the protection of the rights of the company, shareholders, and employees [4]. - The supervisory board has convened 16 meetings during the reporting period, fulfilling its responsibilities in accordance with legal and regulatory requirements [4]. Independent Directors System - The company has appointed 3 independent directors, ensuring that they constitute at least one-third of the board, and has established guidelines for their roles and responsibilities [5]. - Independent directors actively participate in decision-making and have contributed to the protection of minority shareholders' rights and the overall governance structure [5]. Board Secretary System - The board secretary is responsible for information disclosure, investor relations, and organizing board and shareholders' meetings, ensuring compliance with relevant regulations [6]. - Since the appointment of the board secretary, the company has maintained effective communication with shareholders and has contributed to the improvement of the governance structure [6].
建发致新: 审计委员会及其他专门委员会的设置情况说明
Zheng Quan Zhi Xing· 2025-09-04 13:19
上海建发致新医疗科技集团股份有限公司(以下简称"公司")申请首次公 开发行股票并在创业板上市,根据《首次公开发行股票注册管理办法》《公开发 行证券的公司信息披露内容与格式准则第 58 号——首次公开发行股票并上市申 请文件》等有关规定,现将审计委员会及其他专门委员会的设置情况说明如下: 一、专门委员会的建立健全情况 公司董事会下设战略、提名、薪酬与考核、审计四个专门委员会。专门委员 会成员全部由董事组成,其中薪酬与考核委员会、提名委员会、审计委员会中独 立董事占多数并担任召集人,审计委员会中担任召集人的独立董事是会计专业人 士。 上海建发致新医疗科技集团股份有限公司 关于审计委员会及其他专门委员会的设置情况说明 深圳证券交易所: 《董事会提名委员会工作细则》 《董事会薪酬与考核委员会工作细则》 《董 事会审计委员会工作细则》的议案,对战略委员会、提名委员会、薪酬与考核委 员会、审计委员会的人员组成、职责权限、评审及工作程序、议事规则等作出了 规定。自董事会各专门委员会设立至今,各委员能切实履行职责,保障了公司的 规范运行。 (以下无正文,为《上海建发致新医疗科技集团股份有限公司关于审计委员会及 其他专门委员会 ...