Core Viewpoint - Brain动极光-B (06681) has seen a stock price increase of over 5%, currently trading at 6.51 HKD with a transaction volume of 48.33 million HKD, following the announcement of its participation in a significant national technology project focused on the treatment of cognitive disorders related to intracranial atherosclerotic stenosis [1] Group 1: Company Developments - Brain动极光's wholly-owned subsidiary, 智精灵科技, is a key collaborator in the national technology major project titled "Research on the Prevention and Treatment of Cancer, Cardiovascular, Respiratory, and Metabolic Diseases," specifically focusing on cognitive disorders related to intracranial atherosclerotic stenosis [1] - The project aims to establish key technologies for digital diagnosis and treatment of cognitive disorders, utilizing deep reasoning large models and a comprehensive management system for early disease screening, risk assessment, and intervention tools [1] - 智精灵科技 has also recently received approval for the establishment of the "Beijing Key Laboratory for Digital Medical Treatment of Cognitive Disorders," in collaboration with Capital Medical University Xuanwu Hospital [1] Group 2: Industry Context - The national technology major project addresses the clinical challenges of diagnosing and treating cognitive disorders caused by intracranial atherosclerotic stenosis (ICAS), indicating a growing focus on advanced digital health solutions in the medical field [1] - As a core technology provider, Brain动极光 is tasked with the development of deep reasoning models related to cognitive disorders and the construction of a digital diagnosis and treatment platform, highlighting the company's strategic positioning in the healthcare technology sector [1]

来源：市场资讯 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；第一类医疗器械销售； 第二类医疗设备租赁；第一类医疗设备租赁；第一类医疗器械生产；专用设备修理；专用设备制造（不 含许可类专业设备制造）；第二类医疗器械销售；智能机器人的研发；人工智能行业应用系统集成服 务；可穿戴智能设备销售；可穿戴智能设备制造；软件开发；智能机器人销售。（除依法须经批准的项 目外，凭营业执照依法自主开展经营活动）许可项目：医疗器械互联网信息服务；第三类医疗设备租 赁；第二类医疗器械生产；第三类医疗器械生产；第三类医疗器械经营。（依法须经批准的项目，经相 关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准） 企业名称韶脑（上海）医疗科技有限公司法定代表人郑思羽注册资本500万人民币国标行业科学研究和 技术服务业>研究和试验发展>工程和技术研究和试验发展地址上海市闵行区联友路118弄4号803室企业 类型有限责任公司（自然人投资或控股的法人独资）营业期限2025-12-23至无固定期限登记机关闵行区 市场监督管理局 天眼查显示，近日，韶脑（上海）医疗科技有限公司成立，法定代表人为郑思羽 ...

"年度社会责任奖"奖项是对公司多年来积极履行社会责任的认可和肯定，是对公司管理水平和人员素质 的嘉奖。具备社会责任感是企业可持续发展的必要条件，作为经济主体，只有认识并积极承担社会责任 才能使自己更具竞争力。 格隆汇昨日线上举办"科技赋能·资本破局"分享会。备受瞩目的卓越公司评选榜单隆重揭晓。其中，格 隆汇"金格奖"年度卓越公司评选中，讯飞医疗科技(2506.HK)荣获"年度社会责任奖"奖项。 ...

【文/观察者网 潘昱辰 编辑/高莘】12月22日，毕马威发布《2025年跨国企业中国展望》。该报告基于 对137家跨国企业的深入调研显示，大多数跨国企业对在中国未来三至五年的收入增长前景持更为乐观 的态度；94%的企业仍在继续投资和押注中国市场，75%的受访跨国企业在2025年保持或追加在中国大 陆的投资。其中，以电动汽车为代表的先进领域是跨国企业并购的重点。 跨国企业在中国的投资计划 2025年跨国企业中国展望 在计划如何追加投资方面，55%的受访者表示将主要通过绿地投资实现；45%选择并购；36%选择设立 合资企业。 关注重点转向盈利 此次调查还显示，61%的受访跨国企业表示他们在过去三年中，已经至少在一定程度上将关注重点从增 长转向盈利；然而，仍有36%的企业未作此类转变。 过去三年多数跨国企业将目光转向盈利 2025年跨国企业中国展望 在华并购显著增加 毕马威中国跨国企业渠道联合主管合伙人韩睿盛（Mark Harrison）表示，过去六个月，跨国企业在中国 的并购活动显著增加，主要由两种关键策略驱动： 首先，全球跨国企业正在收购电动汽车、医疗科技、生物科技、水科技、先进材料以及机器人等领域表 现出色的 ...

2025版基于视网膜人工智能评估的 《六百万体检人群健康蓝皮书》正式发布 这是爱康集团与鹰瞳科技连续第七年发布基于视网膜人工智能评估的《体检人群健康蓝皮书》，累计样 本量突破600万大关，连续进行视网膜人工智能评估的人群更是首次超过100万，通过动态追踪我国体检 人群的眼健康及全身健康状况、风险分布，为公共卫生研究提供了基于脱敏大数据的真实且具有参考价 值的"观测窗口"。 发布会上，首都医科大学附属北京同仁医院副院长魏文斌，爱康集团首席执行官张黎刚，鹰瞳科技董事 12月23日，由北京大学中国卫生经济研究中心指导，首都医科大学附属北京同仁医院、医学人工智能研 究与验证工业和信息化部重点实验室、致盲性眼病防控及智能诊疗北京市重点实验室、爱康集团与鹰瞳 科技(Airdoc)联合发起，人民健康支持的2025版基于视网膜人工智能评估的《六百万体检人群健康蓝皮 书》(以下简称《蓝皮书》)在北京正式发布。 长张大磊先后发言，就视网膜人工智能技术的应用发展、创新突破与普惠实践等进行了深入分享。 《六百万体检人群健康蓝皮书》发布现场 此外，现场特别设置了患者分享和专家解读环节。连续多年在爱康进行体检的谭先生因在最近一次体检 中 ...

Group 1 - Goldman Sachs plans to expand its acquisition and investment scale in Japan's growing M&A market by approximately 800 billion yen (about 5.1 billion USD) over the next decade, focusing on mid-sized companies [1] - The firm is targeting companies involved in management buyouts, subsidiary sales, and succession planning, as global institutional investors show strong demand for the Japanese market [1] - The investment pace is currently two to three times faster than before, with a balanced supply-demand relationship between investors and companies seeking financing [1] Group 2 - By 2025, the transaction volume involving Japanese companies is expected to soar to a historical high of around 350 billion USD, driven by corporate governance reforms aimed at enhancing shareholder returns [1] - Goldman Sachs is primarily interested in mid-sized companies valued between 30 billion and 300 billion yen, which often lack the resources for overseas expansion or M&A [1] - The firm has already begun such investments, including a 200 billion yen acquisition of Nippo Corp. in collaboration with Eneos Holdings Inc. and a management buyout of Nihon Housing for approximately 94 billion yen [1][4] Group 3 - Healthcare is another key focus area, with Kakehashi Inc. raising about 14 billion yen from Goldman Sachs and existing shareholders to provide software data to pharmacies [4] - The industrial sector is also a priority, encompassing a wide range of industries, including Nippo and Nihon Housing, with companies like Raksul Inc. announcing a management buyout for 120 billion yen [4] - Goldman Sachs had not previously entered the consumer goods sector until acquiring Burger King Japan for about 70 billion yen from Affinity Equity Partners [4] Group 4 - Since the COVID-19 pandemic, fast-food chains like Burger King have experienced rapid growth, particularly in the hamburger segment [5] - Due to language barriers and differences in business practices and regulatory environments, overseas private equity funds require time and resources to establish teams and invest directly in Japan [5] - Many investors find it reasonable to entrust funds to firms like Goldman Sachs that have established teams and performance records in Japan [5]

报告认为，这些创纪录的交易反映出国际市场对以色列高科技企业及其长期增长仍保持较强信心。 报告指出，尽管融资总额反弹，但投资轮次数量降至717轮，为近十年来最低水平。这表明投资者减少 了投资次数，加大了单笔投资金额。 从细分领域看，企业软件融资额最高，达45亿美元；网络安全紧随其后，融资额为41亿美元。医疗科技 在交易数量上居首，共完成152笔交易。 报告还显示，退出和并购活动显著升温，相关交易总额达到740亿美元，创2018年以来新高。交易激增 主要得益于谷歌以320亿美元收购以色列网络安全初创企业维兹（Wiz），以及美国帕洛阿尔托网络公 司（Palo Alto Networks）以250亿美元收购以色列赛博方舟软件公司（CyberArk Software）。 转自：新华财经 新华财经耶路撒冷12月23日电（记者冯国芮 王卓伦）最新数据显示，2025年以色列高科技行业融资出 现回升，全年融资总额达156亿美元，同比增长27.9%。 报告由创业国家中央组织（Startup Nation Central）发布。报告称，2025年的融资规模略高于2022年的 155亿美元。2022年是新一轮巴以冲突爆发前的最后一个 ...

证券代码：688013 证券简称：天臣医疗 公告编号：2025-065 天臣国际医疗科技股份有限公司 关于董事会换届选举的公告 本公司董事会及全体董事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。 天臣国际医疗科技股份有限公司（以下简称"公司"或"天臣医疗"）第二届董事会任期已届满，根据《中 华人民共和国公司法》（以下简称"《公司法》"）《上海证券交易所科创板股票上市规则》《天臣国际 医疗科技股份有限公司章程》（以下简称"《公司章程》"）等相关规定，公司开展了董事会换届选举工 作，现将本次董事会换届选举情况公告如下。 一、董事会换届选举情况 根据《公司法》《公司章程》等有关规定，公司董事会共7人，其中3名非独立董事，3名独立董事和1名 职工代表董事（由公司职工代表大会选举产生）。公司于2025年12月22日召开了第二届董事会第三十二 次会议，审议通过了《关于公司董事会换届暨选举公司第三届董事会非独立董事的议案》及《关于公司 董事会换届暨选举公司第三届董事会独立董事的议案》，经董事会提名委员会对公司第三届董事会候选 人任职资格的审查，并在征得董事 ...

Core Viewpoint - Recent trading activity indicates a reduction in holdings by southbound funds in iFlytek Medical Technology, suggesting potential shifts in investor sentiment towards the company [1] Group 1: Trading Activity - On December 22, southbound funds reduced their holdings by 40,900 shares of iFlytek Medical Technology (02506.HK) [1] - Over the past five trading days, there have been four days of net reductions, totaling 107,900 shares [1] - In the last 20 trading days, there were 14 days of net increases, with a total of 91,600 shares added [1] - Currently, southbound funds hold 3,978,600 shares of iFlytek Medical Technology, representing 5.14% of the company's issued ordinary shares [1] Group 2: Company Overview - iFlytek Medical Technology Co., Ltd. primarily provides AI-enabled medical solutions in China [1] - The company's business lines include grassroots medical services (intelligent medical assistants and chronic disease management), hospital services (smart hospital solutions and diagnostic assistants), and patient services (smart hospital patient services and post-diagnosis management) [1] - The company also offers regional management platform solutions, including smart health solutions and smart medical insurance [1] - iFlytek Medical Technology mainly operates in the domestic market [1]

Industry Overview - The MedTech industry has demonstrated resilience and steady growth through 2025, with the Dow Jones U.S. Select Medical Equipment Index advancing about 8% in 2025, indicating the sector's adaptability and consistent performance despite challenges [1] - The MedTech market was valued at $549.51 billion in 2025 and is projected to reach $853.37 billion by 2035, with a CAGR of 4.5% [5] Growth Drivers for 2026 - Improving fundamentals in the MedTech industry are expected to drive growth in 2026, as procedure volumes normalize and healthcare providers prioritize technologies that enhance clinical outcomes and operational efficiency [2] - The expanding role of artificial intelligence and data-driven solutions is anticipated to be a key growth driver, with the global AI in healthcare market projected to grow from $26.57 billion in 2024 to $505.59 billion by 2033, reflecting a CAGR of 38.81% from 2025 to 2033 [3] - Continued momentum in minimally invasive and robotics-assisted procedures is expected to support MedTech growth, with the global minimally invasive surgery market projected to grow from $94.45 billion in 2025 to $199.3 billion by 2030, reflecting a CAGR of 16.1% [4] Company-Specific Insights Cardinal Health (CAH) - Cardinal Health is a leading healthcare services and products company with a market capitalization of around $48 billion, focusing on pharmaceuticals and medical supplies distribution [6] - The company is positioned for growth in 2026, benefiting from disciplined cost management, pricing actions, and normalization of volumes, with an earnings growth rate for fiscal 2026 pegged at 19.7% [7][9] - CAH's stock has surged more than 71% year-to-date, with a projected revenue increase of 16.2% year-over-year for fiscal 2026 [9] Medtronic (MDT) - Medtronic is a diversified global leader in medical technology, with a strong portfolio across various health conditions and a large installed base [10] - The company reported a revenue increase of approximately 5.5% organically in its latest results, driven by double-digit growth in cardiac ablation solutions [11] - MDT's stock has improved 23.5% year-to-date, with a projected revenue increase of 7.5% year-over-year for fiscal 2026 [12] Intuitive Surgical (ISRG) - Intuitive Surgical is the leader in robotic-assisted minimally invasive surgery, known for its da Vinci Surgical System [13] - The company is poised for growth in 2026 as robotic surgery adoption expands, with an earnings growth rate for 2026 estimated at 11.2% and a projected revenue increase of 14.3% year-over-year [15] - ISRG's stock has grown by 9.7% year-to-date [15] Edwards Lifesciences (EW) - Edwards Lifesciences focuses on structural heart disease and critical care technologies, with a strong reputation in transcatheter aortic valve replacement [16] - The company is expected to benefit from the growing adoption of TAVR procedures, with an earnings growth rate for 2026 estimated at 10.4% and a projected revenue increase of 9.6% year-over-year [18] - EW's stock has improved more than 15% year-to-date [18]