医疗器械
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每周股票复盘:联影医疗(688271)2025年第一次临时股东会审议通过2026年度日常关联交易预计议案
Sou Hu Cai Jing· 2026-01-01 17:22
公司公告汇总 上海市通力律师事务所就上海联影医疗科技股份有限公司2025年第一次临时股东会的召集和召开程序、 出席人员资格、表决程序及表决结果出具法律意见。本次股东会于2025年12月30日以现场和网络投票方 式召开,审议通过《关于2026年度日常关联交易预计的议案》,关联股东已回避表决,并对中小投资者 投票情况单独统计。表决结果合法有效。 联影医疗2025年第一次临时股东会决议公告显示,会议由董事会召集,董事TAO CAI主持,采用现场与 网络投票结合方式,出席股东所持表决权占公司总表决权的36.8981%。议案对中小投资者单独计票, 表决结果合法有效。上海市通力律师事务所确认会议召集、召开程序及表决结果合法有效。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 截至2025年12月26日收盘,联影医疗(688271)报收于130.32元,较上周的127.34元上涨2.34%。本 周,联影医疗12月26日盘中最高价报130.98元。12月24日盘中最低价报124.83元。联影医疗当前最新总 市值1034.32亿元,在医疗器械板块市 ...
权威发布丨审评时限从200天缩至60天!河北为创新药械按下“加速键”
Xin Lang Cai Jing· 2026-01-01 12:38
持续提升审评审批质效方面。《若干措施》提出,要深化与国家药监局药审中心、器审中心的协同,对 重点创新产品实行"提前介入、一企一策、全程指导、研审联动"。 河北省药品监督管理局党组书记 局长 王峰山:将药品补充申请审评时限,由200个工作日压缩至60个工 作日,为创新药械上市按下"快进键",力争"十五五"期间,我省创新药、创新医疗器械申报数量年均增 长20%以上。 (来源:河北新闻网) 转自:河北新闻网 冀时客户端报道 12月31日,省政府新闻办举行发布会,对日前印发实施的《关于支持创新药械高质量 发展若干措施》进行解读。 《若干措施》以全链条支持创新药械高质量发展为主线,共包含五个部分: 支持自主研发创新和成果转化方面。我省将建设由政府主导的药物安全性评价研究共享平台,为企业提 供从临床前安全性评价到临床生物样本分析的全链条、一站式技术服务,降低企业研发成本,从源头加 快研发进程。 提升医药产业合规水平方面。《若干措施》提出,积极推进药械智慧监管和非现场监管,对合规守信企 业减少现场检查频次。推动京津冀药品批发企业许可同质同标,构建多仓协同物流管理模式,降低企业 跨区域经营成本,提升京津冀药品市场一体化水平。 ...
2025年度猛兽股轻盘点
猛兽派选股· 2026-01-01 04:35
Core Viewpoint - The article discusses the performance of stocks categorized as "猛兽股" (beast stocks), focusing on those with a price increase of over 4 times within a year, and highlights the emergence of two distinct trading patterns: the traditional trend model and the volume accumulation model [1][2]. Group 1: Stock Selection Criteria - The selection formula for identifying beast stocks is based on a specific calculation involving the highest high and lowest low over a defined period [1]. - A total of 99 stocks were identified in the market, with 40 stocks filtered through an earnings pre-selection pool, although the specific list is not provided [2]. Group 2: Market Trends and Patterns - The current bull market has seen a significant increase in the volume accumulation model, with a ratio of approximately 6:4 compared to the traditional model [2]. - The volume accumulation model results in steeper price increase slopes and shorter time frames for achieving similar gains, with some stocks completing significant price movements in just days or weeks [2]. - The rise of quantitative trading is closely linked to the volume accumulation model, which emphasizes high-frequency trading and rapid turnover, previously dominated by speculative funds [2]. Group 3: Differences Between Trading Models - The traditional trend model is closely tied to earnings growth, while the volume accumulation model shows little correlation with earnings performance [2][5]. - Stocks selected under the traditional model are fundamentally different from those in the volume accumulation model, reflecting divergent views on the importance of fundamentals versus short-term market sentiment [4][5]. Group 4: Commonalities and Market Implications - Both trading models exhibit a common principle of minimal drawdowns during trends, with only a small fraction of the selected stocks experiencing significant pullbacks [5]. - The average drawdown for potential bull stocks in 2025 is lower than in previous years, theoretically making it easier to hold positions [5]. - The emergence of the volume accumulation model presents both challenges and opportunities for investors, suggesting a need for diversification in investment strategies [5].
赓续初心·奋楫争先新苏州|县域创新加速器样本:常熟海虞正把硬科技种成一片“森林”
Yang Zi Wan Bao Wang· 2026-01-01 04:16
在长三角腹地的常熟市海虞镇,一座曾以传统制造为主的苏南小镇,正悄然崛起为硬科技企业集聚的新高 地。 这里没有一线城市密集的资本与人才光环,却凭借海虞镇经济发展科技服务团队和一套"创业者服务创业 者"的务实理念,吸引了一批专注新材料、新能源、医疗器械等前沿领域的高科技项目落地生根。 他们中有的致力于打破国外垄断的氢燃料电池核心材料国产化,有的聚焦口腔医学修复材料出海东南亚,还 有的用轻量化泡沫技术撬动风电与低空经济新蓝海。这一切的背后,离不开海虞科创政策和启迪之星(常熟)这 一"县域创新加速器"的深度赋能。从"一粒胶"到"一片林",海虞镇正以"小切口"撬动"大产业",书写着中国县 域经济从"跟跑"迈向"领跑"的新范式。 硬核企业扎堆落户:从"卡脖子"技术到国际赛道 走进海虞镇新材料协同创新谷,层高5米多、单层千平方米的现代化厂房里,多家硬科技企业正紧锣密鼓调试 设备、推进量产。其中,上海派行新能源科技有限公司的研发团队已在此扎根三年。作为国内少数掌握氢燃 料电池气体扩散层核心技术的企业,其自主研发的仿生多孔碳纤维材料,实现了纳米级孔结构的均匀可控, 良品率突破99%,性能甚至略优于韩国进口产品,而成本却控制在每 ...
最新出炉!9家企业!2025全球医疗科技新锐奖
思宇MedTech· 2026-01-01 03:30
为持续追踪全球医疗器械领域的真实创新进展, 思宇 MedTech自 2023 年起启动 "全球医疗科技榜单与奖项"(Global MedTech Awards) 评选体系 ,旨在从产业视 角出发,识别并记录那些在技术创新、产业协同、组织能力建设及长期投入等方面,对医疗科技产业发展产生积极影响的企业。 在 2023 年、2024 年及 2025 年上半年,思宇 MedTech 已持续发布多项榜单与奖项,系统呈现医疗科技领域的重要进展。基于对年度产业动态的持续跟踪与观察, 我们于 2025 年底进一步聚焦在本年度内快速成长、展现出明确创新潜力与产业价值的新锐企业。 本次评选不以企业规模或市场声量为导向,而是围绕三个核心维度展开: 本次补录的「2025 全球医疗科技新锐奖」,共遴选 9 家医疗器械企业 ,覆盖治疗设备、植入器械、诊断器械与数字医疗器械等不同技术方向。这些企业的共同特 征并非"技术炫目",而是对临床路径的重新理解与重构。 注意:评委会只能从提交材料的企业中选择,每年会发布2次征集通知,请创新型企业积极申报。 海外医疗器械企业(5 家) (排名不分先后) Kidney Beam(英国) 技术创新性和解决 ...
医疗器械加速中:十大高增长市场的真实图景
思宇MedTech· 2026-01-01 03:30
Core Viewpoint - The medical device sector is becoming one of the most certain and continuously evolving segments within the healthcare system, with ten related markets entering an acceleration phase due to clinical demand, payment logic, and technological maturity [2]. Summary by Relevant Sections Accelerating Medical Device Markets - Ten medical device markets are identified as entering an acceleration phase, indicating a significant shift in how medical services are provided, executed, and managed [2][3]. Market Growth Projections - **Disposable Endoscopes Market**: Expected to grow from $840 million in 2024 to $2.67 billion by 2030, with a CAGR of 22.9% [5]. - **Dental 3D Printing Market**: Projected to increase from $3.4 billion in 2024 to $10.06 billion by 2030, with a CAGR of 20.5% [6]. - **Surgical Imaging Market**: Anticipated to rise from $3.9 billion in 2023 to $12.2 billion by 2030, with a CAGR of 17.6% [7]. - **Surgical Robots Market**: Expected to grow from $9.6 billion in 2023 to $23.7 billion by 2029, with a CAGR of 16.5% [8]. - **Medical Robots Market**: Projected to increase from $13.8 billion in 2023 to $33.8 billion by 2029, with a CAGR of 16.1% [9]. - **Minimally Invasive Surgery Market**: Expected to grow from $81.65 billion in 2024 to $199.3 billion by 2030, with a CAGR of 16.1% [10]. - **Surgical Instrument Tracking System Market**: Anticipated to rise from $31.4 million in 2024 to $75.1 million by 2030, with a CAGR of 15.2% [12]. - **Autoinjectors Market**: Expected to grow from $1.08 billion in 2024 to $3.02 billion by 2030, with a CAGR of 13.6% [14]. - **Medical Aesthetics Market**: Projected to increase from $17.16 billion in 2024 to $35.32 billion by 2030, with a CAGR of 12.8% [15]. - **Diabetes Care Devices Market**: Expected to grow from $34.3 billion in 2025 to $61.2 billion by 2030, with a CAGR of 12.3% [16]. Common Directions Behind Growth - The ten markets are not isolated; they point towards several clear trends: - Medical services are becoming "de-experienced," with devices taking over tasks previously reliant on personal experience to reduce uncertainty [18]. - Efficiency is becoming a critical consideration in payment and procurement, driving growth in imaging, tracking, and disposable products [19]. - Minimally invasive and low-invasion procedures are becoming the default assumption rather than an optional choice [19]. - Healthcare is transitioning from "single-point devices" to "systematic operations," with platform, modular, and process capabilities becoming the new core of competition [20]. Reasons for Current Acceleration - The changes are not sudden but are the result of the convergence of technological maturity, shifts in payment logic, and structural labor shortages in healthcare, leading to a focus on devices that can change operational methods [21].
新年首个“政策包”来了!“含金量”满满
Da Zhong Ri Bao· 2026-01-01 01:53
Core Viewpoint - The first policy package of 2026, consisting of 28 measures, aims to support quality enterprise development and project construction, with 20 measures focused on rewards and subsidies to stimulate market vitality [1] Group 1: Economic Support Measures - The policy list includes five areas with 28 measures, emphasizing the integration of supply to stabilize the economy and enhance service industry support [1] - A total of 500 million yuan is allocated to support new and "quasi-standard" enterprises, with additional funds for modern service projects, particularly in high-end productive services [2] - The government will provide 1 billion yuan to support key projects in marine services and cultural tourism, including discounts for certain tourist attractions [2] Group 2: Industrial and Investment Support - The policy emphasizes "one industry, one policy" to support 12 key industries, including steel and chemicals, and aims to stabilize the construction industry through increased green building material procurement [3] - A total of 5 million yuan is allocated for fixed asset investment assessment rewards, with additional incentives for provincial enterprises in emerging industries [3] - The policy aims to optimize land and carbon emission indicators to ensure the construction of key projects [3] Group 3: International Market Development - The province will provide funding support for enterprises participating in key exhibitions and developing cross-border e-commerce, with a focus on traditional and high-value industries [5] - The "Ten Thousand Enterprises Going Global" initiative will organize over 500 overseas exhibition activities, involving more than 10,000 enterprises [5] - The policy aims to foster the integration of cross-border e-commerce with industrial clusters, supporting around 1,000 enterprises in various aspects of international marketing [5] Group 4: Implementation and Accessibility - The effectiveness of the policy package relies on its implementation, with plans to develop supporting measures and streamline the application process for enterprises [6] - The "Ru Hui Tong" policy platform will be utilized to enhance the accessibility of policy benefits, ensuring that enterprises can quickly access and enjoy the advantages of the new policies [6]
天臣医疗(688013)12月31日主力资金净卖出215.67万元
Sou Hu Cai Jing· 2026-01-01 00:49
证券之星消息,截至2025年12月31日收盘,天臣医疗(688013)报收于48.08元,下跌1.7%,换手率 1.83%,成交量1.49万手,成交额7164.74万元。 天臣医疗2025年三季报显示,前三季度公司主营收入2.44亿元,同比上升20.66%;归母净利润7194.58 万元,同比上升68.29%;扣非净利润6620.23万元,同比上升71.85%;其中2025年第三季度,公司单季 度主营收入8766.31万元,同比上升26.4%;单季度归母净利润2373.42万元,同比上升70.74%;单季度 扣非净利润2191.58万元,同比上升72.61%;负债率11.3%,投资收益255.6万元,财务费用-1087.03万 元,毛利率63.22%。天臣医疗(688013)主营业务:专注于高端外科手术吻合器研发创新和生产销 售。 该股最近90天内共有1家机构给出评级,买入评级1家。 近5日融资融券数据一览见下表: 该股主要指标及行业内排名如下: 12月31日的资金流向数据方面,主力资金净流出215.67万元,占总成交额3.01%,游资资金净流入 223.95万元,占总成交额3.13%,散户资金净流出8.28 ...
培育更多健康消费增长点
Jing Ji Ri Bao· 2026-01-01 00:40
Group 1 - The health consumption market is experiencing rapid growth, driven by increasing consumer focus on health management and supported by government initiatives aimed at promoting innovation in health products [1][2] - The demand for health consumption is characterized by multi-level, diverse, and personalized features, necessitating higher technological content in products and services [2] - The integration of health consumption with other sectors can create new consumption scenarios, enhancing market vitality and expanding reach [3] Group 2 - The government plan emphasizes the support for the development of special dietary foods and encourages the consumption of green, organic, and locally recognized agricultural products [2] - There is a need for improved quality in health product supply, which is seen as a core competitive advantage, alongside the establishment of a comprehensive regulatory system [3] - Companies are encouraged to implement branding strategies to enhance market recognition of health products, transitioning consumer choices from functional needs to brand preferences [3]
以“合”为炬 照亮人类命运与共之程
Yang Shi Xin Wen· 2025-12-31 21:11
2025年,经济全球化遭遇严重冲击,开放还是封闭的选择迫在眉睫,坚持合作尤为珍贵。这一年,国际格局演变走向重要分水岭,全球局部战争和冲突频 发,和平还是战争之问扣动人心,坚持和平任重道远。 面对历史演进新关口,中国,以"合"为帆,扬起高水平对外开放合作的奋进之船;以"合"为桥,连通各国互利共赢之路;以"合"为炬,照亮人类命运与共之 程,不断书写同世界双向奔赴、相互成就的崭新篇章。 回望2025年,中国以实际行动兑现开放承诺,以坚定决心迎击保护主义逆流。以开放合作的"确定性"对冲国际合作环境的"不确定性。" 2025年,我国高水平对外开放持续扎实推进,外贸的韧性和活力持续彰显。据海关统计,今年前11个月,我国货物贸易进出口总值41.21万亿元,同比增长 3.6%。对共建"一带一路"国家进出口21.33万亿元,增长6%,占我国外贸总值的51.8%。我国对东盟进出口6.82万亿元,同比增长8.5%;对欧盟进出口5.37万 亿元,增长5.4%;对拉美进出口3.57万亿元,增长5.6%;对非洲进出口2.25万亿元,增长18.7%。 海南自贸港封关运作满两周 高水平对外开放新篇章 中国的开放也是世界的机遇,更多国家在超大 ...