金融界6月10日消息，上证指数高开低走，上证科创板医疗指数 (科创医疗，950255)报738.85点。 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44.80%、医疗设备占比33.62%、体外诊断 占比21.58%。 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。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在 下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将 其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 来源：金融界 数据统计显示，上证科创板医疗指数近一个月上涨2.43%，近三个月下跌2.53%，年至今上涨1.89%。 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 ...

协同发展，双向 赋能！白云麻章 新型结对帮扶协 作广度深度不断 拓展_南方+_南 方plus 6月8日上午，2005年湛江市"文化和自然遗产日"系列活动暨湛江市院校非遗联盟启动仪式在湛江市麻章 区太平镇东岸村上演。 今年湛江市"文化和自然遗产日"，不仅现场展示白云帮扶麻章打造的麻章IP文创产品，还正式启动麻章 区"非遗手信"包装礼盒创意设计征集活动，聚力提升麻章美誉度。 6月8日，也是白云区与麻章区建立对口帮扶协作机制2周年。2年来，白云累计投入财政帮扶资金1.2亿 元，实施帮扶项目41个，筹集社会各方面帮扶资金804.3万元，累计消费帮扶近300万元，引导28企业到 麻章投资，总投资额96亿元。白云区对口帮扶麻章区工作170余次登上省级以上主流媒体，其中15次获 央级媒体报道。 今年也是广东省"百千万工程"三年初见成效之年，也时值习近平总书记视察湛江麻章2周年，白云派驻 麻章工作组（以下简称工作组）始终带着使命、带着感情、带着责任投身麻章热土，奋力书写帮扶协作 新答卷。 女 ed the 图 唯就在款效力 但然后门" 民和同 202594 ar 15.4.2.0 77 e . i d e 球 註旋新版務 版 ...

Industry Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2]. Core Viewpoints - The report emphasizes that policy support for listed companies through mergers and acquisitions is crucial for high-quality development, leading to ongoing industry consolidation [5][14]. - The pharmaceutical and biotechnology sector has shown a weekly increase of 1.13%, outperforming the CSI 300 index by 0.25 percentage points, ranking 17th among 31 sub-industries [7][18]. Summary by Sections 1. Weekly Viewpoint - The report highlights that recent policies have improved regulatory inclusiveness and relaxed competition restrictions, facilitating mergers and acquisitions [14]. - Companies like Maipu Medical and Pilin Bio have announced plans for mergers and acquisitions, which are expected to enhance their technological capabilities and market positions [6][15]. 2. Subsector Performance - The pharmaceutical sector's sub-indices all recorded gains, with the raw materials and blood products sectors leading with a 2.89% increase [7][22]. - The report suggests that the medical device sector has significant room for valuation growth, with a current P/E ratio of 37.55, below its historical average [26]. 3. Recommended and Beneficiary Stocks - Recommended stocks include Yingke Medical, Maipu Medical, and Yihe Jiaye, among others [8]. - Beneficiary stocks identified are Shanhaishan, Yirui Technology, and Lianying Medical [27]. 4. Detailed Subsector Analysis - **Medical Devices**: The sector is expected to benefit from policies promoting equipment upgrades and procurement, with a focus on AI applications in imaging and surgery [26]. - **Medical Consumables**: The sector is projected to see steady growth as high-value consumables approach the end of their procurement cycle [29]. - **IVD Sector**: The report notes a 2.00% increase in the IVD sector, with a focus on AI-assisted diagnostics [30]. - **Blood Products**: The blood products sector is experiencing a 2.89% increase, with ongoing consolidation and product diversification [31]. - **Retail Pharmacy**: The offline pharmacy sector is expected to benefit from improved operational efficiencies through AI integration [34]. - **Healthcare Services**: The hospital sector has seen a 1.07% increase, with growth in specific medical fields like ophthalmology and reproductive health [36]. - **Traditional Chinese Medicine**: The sector is expected to recover as the impact of previous procurement policies diminishes [38]. - **CXO Sector**: The report indicates a positive outlook for the CXO sector, driven by increased demand for outsourcing in drug development [40].

Industry Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Viewpoints - The report emphasizes that policy support for listed companies through mergers and acquisitions is crucial for high-quality development, leading to ongoing industry consolidation [5][14] - The pharmaceutical and biotechnology sector has seen a weekly increase of 1.13%, outperforming the CSI 300 index by 0.25 percentage points, ranking 17th among 31 sub-industries [7][18] Summary by Sections 1. Weekly Viewpoint - The report highlights that recent policies have improved regulatory inclusiveness and relaxed competition restrictions, facilitating mergers and acquisitions [14] - Companies like Maipu Medical and Pilin Bio have announced plans for mergers and acquisitions, which are expected to enhance their technological capabilities and market positions [6][15] 2. Subsector Performance - The pharmaceutical and biotechnology sector has shown positive performance across all sub-sectors, with the raw materials and blood products sectors leading with a 2.89% increase [7][22] - The report suggests that the medical device sector has significant room for valuation growth, with a current P/E ratio of 37.55, below its historical average [26] 3. Recommended and Benefiting Stocks - Recommended stocks include Yingke Medical, Maipu Medical, and Yihua Jiaye, among others [8] - Benefiting stocks from the current trends include Shanhaishan, Yirui Technology, and Lianying Medical [8][27] 4. Detailed Subsector Analysis - **Medical Devices**: The sector is expected to benefit from policies promoting equipment upgrades and procurement, with a focus on AI integration in imaging and surgical applications [26] - **Medical Consumables**: The sector is projected to see steady growth as high-value consumables approach the end of their procurement cycle [29] - **IVD Sector**: The in vitro diagnostics sector is anticipated to recover as AI technologies enhance diagnostic capabilities [30] - **Blood Products**: The blood products sector is experiencing stable demand, with a projected 10.9% increase in plasma collection in 2024 [31] - **Retail Pharmacy**: The retail pharmacy sector is expected to see improved performance as market conditions stabilize and AI technologies enhance operational efficiency [34] - **Healthcare Services**: The healthcare services sector is showing signs of recovery, particularly in ophthalmology and reproductive health services [36] - **Traditional Chinese Medicine**: The sector is expected to benefit from improved consumer sentiment and demand for high-quality OTC products [38] - **CXO Sector**: The CXO sector is entering an upward cycle as companies report improved order growth and performance [40]

Core Viewpoint - The collective performance briefing held by Shenzhen Stock Exchange highlighted the overseas expansion strategies of four listed companies, showcasing their global market ambitions and operational achievements [1][2]. Group 1: Company Overview - The four companies participating in the briefing are typical representatives of overseas expansion, with significant global operations [1]. - XW Communication has a global presence with 26 subsidiaries, 11 R&D centers, and 5 main production bases across 8 countries and 18 regions [3]. - Hanshu Technology has achieved international strategic layout early on, with overseas revenue reaching 4.222 billion yuan in 2024 [3]. Group 2: Overseas Expansion Strategies - Meihai Medical is advancing its overseas operations with nearly ten years of experience and is currently developing its third phase of the Malaysia industrial base [2]. - Saiwei Times has expanded its overseas supply chain since 2024, establishing a factory in Vietnam and achieving significant growth in the European market [2]. - XW Communication is focusing on providing terminal equipment connectors and antennas to overseas clients, planning to onboard more domestic and international customers [3]. Group 3: R&D Investments - Hanshu Technology is investing in AI technology for retail applications, utilizing Microsoft Azure Open AI to develop innovative AI solutions [4]. - XW Communication is increasing R&D in core materials, with an investment of approximately 708 million yuan in 2024, accounting for 8.10% of its revenue [5]. - Meihai Medical's R&D investment for 2024 is 141 million yuan, a year-on-year increase of 16.75%, focusing on various strategic growth areas [5].

6月3日～6月8日当周，沪深北交易所新增受理3单IPO申请，1家过会，2家提交注册，1家注册生效，1 家终止审核。 6月3日～6月8日当周（下同），沪深北交易所新增受理3单IPO申请，1家过会，2家提交注册，1家注册 生效，1家终止审核。 新增受理3单IPO申请 6月5日，2单IPO申请获得受理，分别为申报科创板的易思维、申报北交所的森合高科；紧接着，6月6 日，至信股份申报沪市主板上市获得受理。 其中，易思维为上交所6月受理的首家科创板IPO企业，也是今年受理的第四家科创板IPO企业。该公司 专注于汽车制造机器视觉设备的研发、生产及销售，为汽车整车及零部件制造过程的各工艺环节提供机 器视觉解决方案。 易思维所处汽车行业存在项目周期长、结算账期长的特征。2022年末、2023年末和2024年末，该公司应 收账款、合同资产及其他非流动资产中合同资产账面余额占当期营业收入的比例分别达61.40%、 52.11%和58.77%。 "若未来下游客户因行业周期性波动、财务状况恶化或付款政策调整等因素导致公司回款延迟，公司将 面临坏账计提增加、资金周转压力加大的风险。"易思维称。 至信股份也属于汽车产业。该公司主营汽车冲 ...

2025年中国国际服务贸易交易会（简称"服贸会"）将于9月10日至14日在首钢园举办。今年服贸会继续 设置健康卫生服务等9个专题，重点展示数字技术、人工智能等新技术在服务贸易领域的应用，广泛推 广北京服务产品和品牌。目前，各专题推介活动陆续进行中。 2025年服贸会将于9月10日（星期三）至14日（星期日）在首钢园区举办，自本届起，服贸会将固化举 办时间为每年9月第二个星期三开幕，会期5天，固化举办地点为首钢园区，突出各类活动的联动互动。 将继续沿用"全球服务、互惠共享"这一永久主题，并结合2025年服务贸易数字化和智能化的发展趋势， 设置了服贸会年度主题"数智领航，服贸焕新"。 继续高规格举办全球服务贸易峰会。2025年全球服务贸易峰会由联合国贸发会议、商务部和北京市人民 政府共同主办，计划于9月10日上午在首钢园1号馆举行，邀请党和国家领导人、外国政要、国际组织负 责人出席并致辞，邀请跨国公司CEO出席并发言，持续向外宣传服务领域扩大开放主张，交流服务贸易 发展新趋势，凝聚合作发展共识。 统筹设置主题展和专题展，主题展邀请主宾国、主宾省、国际组织和重点国家等进行展示。澳大利亚作 为今年主宾国将组建参展服贸 ...

Group 1 - Wang Ziru, after leaving Gree, announced his return to Bilibili as an AI content creator, focusing on AI applications to help traditional industries accelerate digital transformation, citing quick financial returns as a motivation [1] - ByteDance's overseas employees experienced food poisoning, leading to a lawsuit against the restaurant Yunhaiyao for violating food sales laws and public health regulations [2] - Yonghui Supermarket is set to open its 100th store following the "Fat Donglai" model, indicating a shift towards quality retail and a systematic approach to store transformation [4] Group 2 - Reports indicate that some regions in China have paused or adjusted the national subsidy for home appliance replacements due to exhausted funds, with a total subsidy of approximately 1.2 billion [3] - The chairman of Xizi Elevator, Liu Wenchao, passed away at the age of 54, with the company being a significant player in the elevator manufacturing industry, investing over 810 million [4] - The company Renrenle, known as the "first private supermarket stock," is facing delisting due to negative net assets of -387 million as of 2023 [5] Group 3 - China successfully launched a low-orbit satellite for internet connectivity using a Long March 6 rocket, marking a significant achievement in satellite technology [6] - BYD publicly addressed the issue of "involution" in the automotive industry, proposing four initiatives focused on responsible marketing and technological innovation [6] - Meituan's drone service launched its first regular operational route in Hong Kong, enhancing delivery capabilities in the region [7] Group 4 - Lululemon reported a 7% year-on-year increase in global net revenue for Q1 2025, reaching $2.4 billion, with international business growing by 19% [15] - Ruixin Medical launched the AngioQFA 100 system, which integrates AI and 3D simulation technology for comprehensive coronary function assessment [16] - Times Angel introduced its first oral scanner, AngelScanner A8, featuring advanced technologies to improve scanning speed and accuracy [17] Group 5 - Northern Kangyuan Comprehensive Energy completed a 200 million RMB Series A financing round to support clean energy projects [18] - Guoao Technology announced the completion of several million RMB in Series A financing, aimed at expanding production capacity and accelerating R&D in high-end semiconductor and robotics sectors [20]

Group 1 - The core viewpoint of the article highlights the successful launch and growth of the "Technology Board" in the bond market, with a total issuance scale of 4,172 billion yuan within the first month [2][3] - The issuance scale of the technology bonds accounted for 17.4% of the total market issuance during the same period, indicating strong demand from various issuers [2] - Commercial banks were the most active participants, issuing 1,910 billion yuan, which represents 45.8% of the total issuance [2][3] Group 2 - The structure of issuers has improved, with the proportion of private enterprises in non-financial technology bonds increasing from 10.1% in the first four months of 2025 to 12.5% in May [2] - The majority of newly issued technology bonds by private enterprises had a maturity of less than three years, while nearly 80% of the total issuance had a maturity of over three years [3][4] - The average issuance interest rate for bank-issued technology bonds was 1.67%, with funds directed towards technology loans and investments in technology innovation enterprises [4] Group 3 - Financial institutions, including banks and securities firms, actively participated in the issuance of technology bonds, with 23 securities firms involved [5] - The longest maturity for a technology bond issued by a securities firm was 10 years, with a significant portion of the funds allocated to support technology innovation [5] - Risk-sharing mechanisms, such as credit default swaps and risk mitigation certificates, have become popular tools in the design of technology bonds [6] Group 4 - The introduction of risk-sharing tools is expected to enhance the accessibility and convenience of financing for private enterprises and early-stage technology companies [6] - Future innovations in yield mechanisms could attract more investors to participate in technology bonds issued by small and medium-sized private technology enterprises [7] - The "Technology Board" in the bond market is anticipated to play a significant role in supporting technological innovation and progress in the future [7]

2025年 XR设备行业词条报告 头豹分类/制造业/专用设备制造业/医疗设备制造 Copyright © 2025 头豹 XR设备： 从技术突破到医疗影像新革命，解码体内影像"数字眼" 头豹词条报告系列 吕佳睿 · 头豹分析师 2025-05-30 未经平台授权，禁止转载 行业分类： 制造业/医疗设备制造 摘要 X射线成像（XR）设备广泛应用于医疗、安检、工业等领域，尤其在医疗领域是诊断疾病的基础设备。未来，XR设备将向智能化、低剂量化、高精度化发展。政策推动国 产替代加速，本土企业崛起。基层医疗服务能力评价指南等政策提升基层医疗机构对XR设备的需求，心血管疾病高发与PCI手术增长也推动市场规模扩张。未来，国家发改 委设备更新政策、县域医共体建设、西部地区政策倾斜及老龄化等因素将共同推动XR设备市场规模持续增长。 行业定义 X射线成像（XR）设备是利用X射线穿透物体，基于不同组织对X射线吸收与衰减差异来获取物体内部影像信息的设备。当下，它广泛应用于 医疗、安检、工业等领域，在医疗领域，更是诊断胸部、骨关节、乳腺等多部位疾病的基础设备。未来，X射线成像设备将朝着智能化、低剂量 化、高精度化方向发展，AI技术融入 ...