近日，深圳证券交易所在新加坡举办"投资中国新机遇-深市上市公司新加坡交流日"，组织迈瑞医疗 （300760）、汇川技术（300124）、麦格米特（002851）、特锐德（300001）、英维克（002837）等深 市上市公司与新加坡投资者深度交流，展示中国新质生产力发展成效，以及相关领域上市公司的投资价 值。 具体来看，属地化战略、全球化布局、ESG实践、绿色技术领域竞争力和科技投入等，是此次路演交流 的核心话题。 一家新加坡资产管理机构表示，近期已组织分析师来华走访调研，与上市公司进行面对面沟通。该机构 对A股投资观点较为正面，计划精选科技板块投资机会，重点关注技术门槛高、受政策影响较小的优质 企业。 现场，麦格米特、特锐德和汇川技术介绍了通过本土化运营和技术创新，成功开拓海外市场，并提升全 球供应链韧性的最新进展。 境外投资者对相关企业的全球化战略和技术突破表现出高度关注，认为在地缘政治风险加剧背景下，深 市上市公司在境外市场的开拓情况及本土化交付能力能促进营业收入增长，有效对冲风险。 迈瑞医疗、特锐德和汇川技术分享了公司凭借领先的ESG管理和减碳技术赢得国际市场认可的相关成 效。 境外投资者特别关注这些 ...

全球化布局进展显著 在海外设立销售办事处、拓展经销渠道、将产品或服务推向全球市场，近年来，深市上市公司主动拥抱 全球竞争，在全球舞台上扮演更重要的角色。会上，麦格米特、特锐德和汇川技术介绍了通过本土化运 营和技术创新，成功开拓海外市场，并提升全球供应链韧性的最新进展。 境外投资者对相关企业的全球化战略和技术突破表现出高度关注，认为在地缘政治风险加剧背景下，深 市上市公司在境外市场的开拓情况及本土化交付能力能促进营业收入增长，有效对冲风险。 引领全球减碳新趋势 近年来，A股上市公司在 ESG 实践中，通过绿色技术创新和可持续发展举措，为全球减碳做出了积极 贡献，展现出强大竞争力。 深市上市公司赴新加坡与国际投资者深度交流。 上市公司赴海外与国际投资者交流是中国资本市场对外开放的重要举措。2025年6月4日至5日，深交所 在新加坡举办"投资中国新机遇—深市上市公司新加坡交流日"，组织迈瑞医疗、汇川技术、麦格米特、 特锐德、英维克等深市上市公司与新加坡投资者深度交流，展示中国新质生产力发展成效，以及相关领 域上市公司的投资价值。 中信里昂新加坡相关负责人表示，此次推介活动是中国资本市场积极拥抱境外投资者的具体体现。 ...

华康洁净（301235）公告，公司收到湖北省成套招标股份（301136）有限公司发出的《中标通知书》， 确认公司为"湖北省县域医共体设备标准化和提质升级项目二标包"的中标供应商。项目采购内容为医疗 设备一批，投标总报价为9535.4万元，交货期为签订合同后45天内交货，质保期为5年。项目中标总金 额占公司2024年度经审计营业收入的5.58%。项目的履行预计将对公司未来年度的净利润产生积极影 响。 ...

Core Viewpoint - The Chinese pharmaceutical industry is experiencing a significant transformation, moving from a focus on generic drugs to global innovation, driven by an increase in business development (BD) activities and the emergence of the NewCo model [1][2][5]. Group 1: Market Performance - The Hang Seng Index opened up by 0.74% and the Hang Seng Tech Index by 0.97% on June 5, 2025, indicating positive market sentiment [1]. - The Hang Seng Healthcare ETF (513060) saw a more than 1% increase in intraday trading, with a trading volume exceeding 500 million yuan and a turnover rate of over 6% [1]. - Year-to-date, the Hang Seng Healthcare ETF has risen nearly 40%, reflecting strong market interest [1]. Group 2: Business Development Trends - Since 2024, there has been a notable increase in the volume and value of outbound BD transactions for Chinese innovative drugs, with significant deals in areas such as ADCs, bispecific antibodies, and GLP-1 assets [2]. - The total value of License-out transactions in the innovative drug sector has surged from approximately $11 billion in 2020 to over $51 billion in the first ten months of 2024, showcasing a substantial growth trend [2]. - The increase in transaction size and number is attributed to upgraded transaction structures, enhanced international recognition, and innovative business models like the NewCo model [2]. Group 3: NewCo Model Advantages - The NewCo model addresses challenges such as financing difficulties, monetization issues, and high R&D risks by creating independent companies through partnerships between domestic biotech firms and foreign investors [3][4]. - This model allows for increased financing and monetization channels, enabling independent fundraising while retaining traditional License-out revenue [3]. - It also reduces R&D and commercialization risks by outsourcing high-cost clinical development and market promotion to the NewCo or partners [4]. Group 4: Future Outlook - The pharmaceutical sector is poised for positive development, having completed a transition from old to new growth drivers, with a focus on innovation over generics [5]. - Companies like Heng Rui, Han Sen, and Ke Lun have successfully transformed into innovative players, while outbound capabilities continue to improve [5]. - The rise of AI in healthcare is expected to unlock new growth opportunities, with a recommendation to focus on innovative drugs, outbound strategies, and high-barrier industries [5].

Accuray (ARAY) 2025 Conference June 04, 2025 05:30 PM ET Speaker0 All right. Thank you, everyone, for attending. My name is Young Lee, one of the med tech analysts here at Jefferies. Really happy, to be with, Accuray. To my left, Accuray's CFO, Ali Pervais. Thanks for coming. I guess to begin, why don't we start a little bit high level. Just wanted to get an overview about end market growth, your competitive share position, and where Accuray sits or fits in the radiation oncology treatment paradigm. Speaker ...

InMode (INMD) 2025 Conference June 04, 2025 03:10 PM ET Speaker0 Let me kick off this session with InMode. I'm Matt Taylor, the US medical supplies and devices analyst here at Jefferies. And from InMode, have Moshe Masrahi, the CEO joining us here virtually on the screen. And also Yair Melka, the CFO here next to me. So we have about a half hour for some moderated Q and A and maybe we'll go back and forth a little bit. Moshe, let me start high level with you and talk a little bit about just the company. I w ...

Company Overview - Delcath Systems, Inc. (DCTH) currently holds a Momentum Style Score of A, indicating strong potential for momentum investing [3] - The company has a Zacks Rank of 2 (Buy), suggesting favorable market performance [4] Performance Metrics - DCTH shares have increased by 0.62% over the past week, outperforming the Zacks Medical - Instruments industry, which rose by 0.37% [6] - Over the past month, DCTH's price change is 37.2%, significantly higher than the industry's 1.13% [6] - In the last quarter, DCTH shares have risen by 36.27%, and over the past year, they have gained 149.3%, while the S&P 500 has only moved 2.37% and 14.4%, respectively [7] Trading Volume - The average 20-day trading volume for DCTH is 588,239 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - In the past two months, one earnings estimate for DCTH has increased, while none have decreased, raising the consensus estimate from $0.28 to $0.29 [10] - For the next fiscal year, one estimate has also moved upwards with no downward revisions during the same period [10] Conclusion - Given the strong performance metrics and positive earnings outlook, DCTH is positioned as a promising momentum pick for investors [12]

标尺作用和投资功能进一步强化 创业板指在创业板市场中选取市值大、流动性好的100只股票组成，不仅代表创业板市场核心资产，也 汇聚了一批中国最优质的创新成长企业。头部样本公司中不乏具备全球竞争力的产业龙头企业，包括动 力电池系统提供商宁德时代（300750）、自动化领域领军企业汇川技术（300124）、高科技医疗设备研 发制造厂商迈瑞医疗（300760）等。 易方达创业板ETF基金经理成曦表示，创业板作为中国资本市场最具创新活力的板块之一，展现出高成 长与高弹性特征。创业板指汇聚新能源、生物医药、信息技术等新兴产业龙头，是投资者捕捉经济转型 与产业升级红利重要工具。 "创业板始终站在创新与发展的前沿。"广发创业板ETF基金经理刘杰表示，其核心优势在于聚焦战略性 新兴产业，深度覆盖新能源、生物医药、信息技术等景气赛道，充分体现了中国经济转型升级的方向。 富国创业板ETF基金经理曹璐迪认为，作为投资工具，创业板指以突出的收益表现和流动性优势，成为 资金布局新质生产力的首选载体，彰显"三创四新"的基因优势。 2025年6月1日，创业板指数迎来"十五岁"生日。15年来，作为反映中国经济转型升级和创新创业企业发 展的核心 ...

万益特本轮投资聚焦于三大技术主线： 一是数字化透析技术 ，尤其是 以 Sharesource远程患者管理平台 为核心的家庭透析方案。该平台可 实时采集患者治疗数据、反馈异常情况，并支持医生远程调整治 疗参数 ，目标是在非院内环境中实现 连续性护理与主动式管理 。 思宇年度活动回顾： 首届全球眼科大会 | 首届全球骨科大会 | 首届全球心血管大会 即将召开： 2025年6月12日，首届全球医美科技大会 2025年7月17日，第二届全球医疗科技大会 2025年9月4-5日，第三届全球手术机器人大会 2025年6月2日 ，刚 从百特Baxter（NYSE:BAX）独立出来运营不满一年的 万益特 Vantive 宣布了一项具有标志性的五年发展计划—— 未来五年内将投资超过 10亿 美元 （约合72亿 人民币 ） ，全面推动数字化肾脏护理与器官支持技术的研发、生产与服务体系构建。 该消息发布于奥地利维也纳召开的 第62届欧洲肾脏协会（ERA）大会 前夕，标志着这家由百特肾脏护理部门剥离而来的医疗技术公司，正在加速完成从 制造商向 平台型企业的转型 。 这笔投资不仅是财务层面的规模扩展，更是战略意义上的路径重塑。其背后折 ...

Core Viewpoint - The article highlights the advancements in the diagnosis and treatment of brain gliomas, particularly focusing on the innovative Raman optical biopsy technology developed by Jiangsu Raman Medical Equipment Co., Ltd. This technology aims to improve the accuracy and speed of glioma diagnosis, addressing the limitations of traditional methods [2][4][14]. Group 1: Research Background - Brain gliomas account for 26.5% of central nervous system tumors, with glioblastoma (GBM) representing 46.1% of gliomas. The annual incidence rate is approximately 3.2-6.4 per 100,000 people [2]. - The median overall survival (mOS) for glioblastoma patients is only 14.6-20.9 months, with a 5-year survival rate below 3-5% [2]. - MRI is the primary diagnostic tool, but it struggles to accurately differentiate tumor subtypes and boundaries. Traditional pathological diagnosis is time-consuming and cannot meet intraoperative needs [2]. Group 2: Product Introduction - Jiangsu Raman Medical Equipment Co., Ltd. has developed a brain glioma pathological tissue analysis instrument, which utilizes Raman resonance scattering principles to detect specific chemical components and concentrations in biological tissues [3][4]. - The instrument offers real-time, rapid detection in just 1 second, providing higher accuracy at the molecular level and enabling non-invasive, intraoperative diagnostics [4]. Group 3: Market Overview - The global tissue pathology diagnostic equipment market is projected to reach $3.344 billion in 2024, growing to $5.326 billion by 2031, with a CAGR of 6.4% [9]. - The AI-assisted disease imaging analysis market is expected to reach $32.7 billion by 2025, with a CAGR of 28.4%, and China is anticipated to have the fastest growth rate, exceeding 35% [9]. - The Chinese market for tissue pathology diagnostic equipment is rapidly evolving, with significant growth expected through 2031, outpacing global averages [9]. Group 4: Competitor Analysis - Nico Corporation (USA) has developed the BrainPath system, which integrates intraoperative imaging and navigation for glioma surgery, though it comes with a high cost [10]. - European companies like Horiba and Renishaw offer Raman spectroscopy systems widely used in research and clinical trials, but these are primarily laboratory devices requiring further optimization for clinical application [10]. Group 5: Technological Advancements - A clinical trial at Beijing Tiantan Hospital is exploring new diagnostic techniques using optical electronic ex vivo brain tumor analysis instruments alongside traditional pathological examinations [5]. - Jiangsu Raman Medical Equipment Co., Ltd. has contributed to research presented at the SPIE BIOS conference, focusing on the use of portable Raman analyzers for brain tumor detection [6].