中新网防城港12月30日电(翟李强 廖文艳)广西防城港市12月29日披露，防城港国际医学开放试验区通过 创新构建"局市共建"的"一站两中心"服务体系，不仅有效破解了本地医药产业发展瓶颈，有力推动了医 药产业在本地集聚与发展，更成功将服务链条延伸至海外，助力一批医疗器械与医药产品走向东盟市 场。 防城港国际医学开放试验区传统医药展厅(资料图)。翟李强 摄 册上市。此外，还依托中国—东盟区域医药交易(集采)平台，吸引近200家国内药企及多家境外采购商 入驻，完成了药品跨境线上交易，进一步拓宽了"出海"渠道。 据介绍，下一步，防城港市将持续深化改革，进一步优化"一站两中心"服务机制，强化"政策+金融+出 海"协同赋能，拓展开放合作，拓宽产品"出海"通道，努力将医学试验区打造成为面向东盟、辐射区域 的医药产业创新开放高地。(完) 以"局市共建"模式，建设广西壮族自治区药监局防城港服务工作站将服务窗口前移至企业需求最前端， 实现业务咨询、辅助检查等"一站式"服务；建成全区首个食品药品审评查验分中心，实现与自治区中心 数据共享；同时投入800万元提升市检验检测中心检验检测能力，破解"检不了""异地送检"难题，检测 周期缩 ...

Event Summary - The annual report disclosure schedule for 2025 has been released, with ChipGuide Technology being the first to disclose on February 3, 2026, and *ST Huawang on February 13, 2026 [1] Industry Insights - Key sectors expected to show improved or sustained high growth in annual report performance include "price-increasing commodities," "new energy and high-end manufacturing," "export-oriented sectors," and "TMT sectors with strong or improving demand" [1] - In the "price-increasing commodities" category, items with price increases exceeding 200% include black tungsten concentrate, VC, and lithium hexafluorophosphate, while those with increases over 100% include platinum and cobalt [4] - The new energy and high-end manufacturing sector is benefiting from high growth in military equipment orders and expanding demand for industrial robots and energy storage [6] - The export sector has seen significant growth, with high-tech and electromechanical product exports increasing by 7.7% and 9.7% year-on-year, respectively [6] Company Performance - A list of companies expected to see net profit growth exceeding 50% for the year has been compiled, based on preliminary quarterly report data [8] - Notable companies include Yuanjie Technology, with a projected net profit increase of 1726.36%, and Runze Technology, with an increase of 262.73% [9] - The semiconductor industry is projected to grow by 13.7% in sales in 2025, driven by strong demand for memory chips [7]

Group 1 - The core point of the news is that Nanwei Medical has experienced a decline in stock price, dropping 1% to 81.83 yuan per share, with a total market value of 15.372 billion yuan and a cumulative drop of 1.89% over three consecutive days [1] - Nanwei Medical, established on May 10, 2000, and listed on July 22, 2019, specializes in the research, manufacturing, and sales of minimally invasive medical devices [1] - The revenue composition of Nanwei Medical includes 77.80% from endoscopic consumables, 13.17% from other categories, 7.28% from tumor intervention, 1.00% from visualization, and 0.74% from other supplementary sources [1] Group 2 - Jin Xin Fund has a significant holding in Nanwei Medical through its Jin Xin Quality Growth Mixed A Fund (018204), which held 2.89% of its net asset value in 2,300 shares, ranking it as the tenth largest holding [2] - The Jin Xin Quality Growth Mixed A Fund has experienced a year-to-date return of 53.63% and a one-year return of 49.89%, with a total fund size of 7.1923 million [2] - The fund manager, Huang Biao, has been in position for 4 years and 222 days, with the best fund return during his tenure being 121.14% [3]

Group 1 - The core point of the news is that Nanwei Medical has experienced a decline in stock price, dropping 1% to 81.83 CNY per share, with a total market capitalization of 15.372 billion CNY and a cumulative decline of 1.89% over three consecutive days [1] - Nanwei Medical, established on May 10, 2000, and listed on July 22, 2019, specializes in the research, manufacturing, and sales of minimally invasive medical devices [1] - The revenue composition of Nanwei Medical is as follows: endoscopic consumables account for 77.80%, other categories 13.17%, tumor intervention 7.28%, visualization 1.00%, and other supplementary items 0.74% [1] Group 2 - From the perspective of fund holdings, Huashang Fund has one fund heavily invested in Nanwei Medical, specifically the Huashang Innovation Medical Mixed A fund, which reduced its holdings by 8,352 shares in the third quarter [2] - The current holding of the Huashang Innovation Medical Mixed A fund is 20,000 shares, representing 3.85% of the fund's net value, ranking as the ninth largest holding [2] - The fund has experienced a year-to-date return of 25.18% and a one-year return of 23.02%, with a total fund size of 31.7429 million CNY [2]

Core Insights - The global debut of the ultra-high-end CT device, Expert X, developed by a Chinese team, signifies a profound shift in the innovation landscape of global medical imaging [1][5] - Expert X's advanced technology, including 4D cardiac imaging, addresses critical clinical challenges, providing unprecedented efficiency in diagnosing complex cases [2][4] - The integration of AI with imaging hardware represents a paradigm shift from traditional imaging devices to intelligent comprehensive diagnostic platforms [4][5] Group 1: Innovation and Technology - Expert X's capability to visualize the entire cardiac cycle in a single CT scan enhances diagnostic efficiency for complex conditions like coronary heart disease with valve issues [2] - The device's rapid rotation speed of 0.23 seconds per rotation and intelligent post-processing time reduced to 5 minutes exemplify significant technological advancements [3][4] - The collaboration of third-generation multi-core deep learning reconstruction engines with quantum platform hardware showcases a deep understanding of clinical needs [2][3] Group 2: Market Dynamics and Localization - The development of Expert X reflects China's evolution from being the largest application market to a source of global innovation and solutions [5] - GE Healthcare's focus on localizing high-end product development in China underscores the value of the Chinese market as a fertile ground for innovation [5] - The success of Expert X illustrates how localized innovation can lead to global standards in medical imaging technology [3][5] Group 3: Impact on Healthcare System - Expert X's introduction enhances diagnostic capabilities across various healthcare institutions, promoting equitable access to high-quality imaging diagnostics [4] - The shift from experience-based diagnosis to standardized, replicable processes through AI integration is crucial for improving healthcare efficiency [4] - The device's journey from exhibition to practical application in hospitals exemplifies the synergy between innovation and the Chinese healthcare ecosystem [5]

Core Insights - The medical color Doppler ultrasound equipment is a crucial imaging device used for various examinations in fields such as abdominal, cardiac, vascular, and obstetrics and gynecology [2] Market Overview - The color Doppler ultrasound category dominates the procurement of ultrasound imaging diagnostic devices, with a procurement quantity of 9,490 units from January to August 2025, accounting for 80.49% of the total quantity and 85.31% of the total value [3] - The domestic color ultrasound market is characterized by a "dual leader" pattern, with Mindray Medical and Kaidi Medical leading the domestic sector, while high-end fields remain dominated by imported brands like GE and Philips [3][11] - The domestic ultrasound market is expected to grow to 17.1 billion yuan by 2026, with a compound annual growth rate of 10.5% from 2021 to 2026 [7] Competitive Landscape - Mindray Medical holds the largest market share at approximately 25.49% for color Doppler ultrasound diagnostic devices, while Kaidi Medical has a market share of about 7.11% [11] - Imported brands still dominate high-end specialized ultrasound fields, but domestic brands are gaining ground in portable and mid-to-low-end markets [11] - The procurement of ultrasound devices in tertiary and above medical institutions accounted for 40.51% of the total quantity and 52.49% of the total value, with a median price of 1.0838 million yuan [7] Technological Trends - The development of ultrasound technology is moving towards 3D/4D imaging, AI-assisted diagnosis, and portability, expanding application scenarios from traditional departments to emergency, grassroots, and mobile medical fields [3] - Future ultrasound devices will integrate AI technology for automatic identification of lesions, quantitative data analysis, and intelligent diagnostic suggestions, enhancing diagnostic efficiency and accuracy [17] - The trend towards portable and wearable ultrasound devices is expected to facilitate quick examinations in emergency and grassroots medical settings [18] Policy and Economic Drivers - The development of medical ultrasound is influenced by various policies and macroeconomic factors, including significant support for equipment updates and grassroots popularization [4] - Recent capital market activities show a trend of leading companies going public and capital focusing on specialized investments, with notable events such as the successful IPO of Super Research Co. and significant funding rounds for other key players [4][6] Industry Chain - The upstream of the medical ultrasound equipment industry consists of mature markets for electronic components, ceramics, and structural parts, with high-end components like imaging chips primarily imported [13] - Midstream companies include large domestic and multinational manufacturers, while downstream users have diverse needs based on the level of medical institutions, with a focus on reliability, ease of use, and after-sales service [13][16]

现场，两位长期从事知识产权工作方面的专家分别从前端布局、中端防范、后端应对三个层面，系统梳 理企业知识产权全链条保护思路。专家结合医疗器械上游零部件、中游设备耗材、下游临床检验的产业 特点，从产生构思、挖掘创新点、形成专利申请等方面，探讨企业如何系统提升专利挖掘能力；针对企 业发展不同阶段，分享多种攻防结合的专利布局策略，对企业加强自身前端保护架构提供了良好思路； 深入剖析行业国内外商标抢注、专利侵权和商业秘密等知识产权纠纷典型案例，帮助企业提升对知识产 权工作的认识，进一步识别生产经营过程中存在的知识产权风险，做好应对准备，更好地掌握知识产权 创造、运用、保护的合理路径。 在实践教学环节，参训人员先后观摩了南京诺唯赞生物科技股份有限公司（以下简称"诺唯赞"公司）、 南京诺源医疗器械有限公司（以下简称"诺源公司"）两家行业示范企业。诺唯赞公司专注于生命科学和 体外诊断领域，参训人员参观了酶原料质控以及研发实验室，学习其专利研发管理的先进经验；诺源公 司专注于分子荧光技术领域，参观人员参观了诺源学院以及药物实验室，了解新药开发全过程，实地体 验了设备检测流程。本次活动开启了南京市医疗器械产业知识产权保护实务培训 ...

太平医疗健康基金表示："太平医疗健康基金投资实践中始终坚持研究先行，持续聚焦全球最具创新性 和竞争潜力的产品。汇禾医疗以K-Clip®为代表原始创新介入医疗器械，开创了三尖瓣瓣环成型修复的 全新术式，未来有望成为全球范围内具备商业化能力的三尖瓣环缩修复产品。期待汇禾医疗凭借'瓣环 修复技术'和'一瓣双修理念'持续迭代研发，服务全球患者。" 夏尔巴投资创始管理合伙人蔡大庆表示："本轮融资的完成，将为汇禾医疗的产品商业化提供充足的资 金保障、丰富的保险渠道和医疗机构资源，加速K-Clip®等产品在中国及海外市场的推广和应用，为公 司的业绩增长奠定坚实基础。夏尔巴持续看好汇禾医疗的研发能力及商业化前景，自首次投资后也坚定 的多次追加投资。" 汇禾医疗董事长林林表示："汇禾医疗完成D轮融资，是太平医疗健康基金在结构性心脏病介入治疗领 域的重要布局，也是保险资金服务新质生产力发展、支持科技自立自强的生动实践。为公司的商业化进 程和全球化发展注入强劲动力。同时，也感谢老股东夏尔巴对汇禾医疗长期坚定的支持和认可。汇禾医 疗将继续在心血管介入领域不断突破创新，为患者带来更微创、更安全的治疗方案，为医生提供更简 便、更可控的手 ...

Company Overview - Xiangsheng Medical Technology Co., Ltd. is located in Wuxi, Jiangsu Province, and was established on January 30, 1996. The company went public on December 3, 2019. Its main business involves the research, development, manufacturing, and sales of ultrasound medical imaging equipment [1]. - The revenue composition of the company is as follows: 91.12% from ultrasound medical imaging equipment, 6.49% from accessories and others, 2.27% from technical service fees, and 0.12% from other sources [1]. Stock Performance - As of the latest report, Xiangsheng Medical's stock price increased by 1% to 30.29 CNY per share, with a trading volume of 8.7364 million CNY and a turnover rate of 0.26%. The total market capitalization is 3.396 billion CNY [1]. Fund Holdings - The fund "Lobomai China Medical Health Stock Initiation A" (020142) holds a significant position in Xiangsheng Medical, with 47,000 shares, accounting for 6.76% of the fund's net value, making it the fourth-largest holding [2]. - The fund was established on December 26, 2023, with a latest scale of 16.336 million CNY. Year-to-date returns are 17.51%, ranking 2966 out of 4195 in its category, while the one-year return is 15.01%, ranking 3086 out of 4179 [2]. - The fund manager, Li Tao, has been in charge for 2 years and 6 days, with a total asset scale of 22.8582 million CNY. The best and worst fund returns during his tenure are -5.15% and -6.31%, respectively [2].

在国内市场，图迈在头部公立医院及高端非公立医院市场均取得突破性进展，装机医院中百强医院占比 已达到23%，三甲医院占比超过90%，图迈已逐步形成以临床价值驱动、专业能力沉淀为核心的高质量 装机格局。海外市场方面，截至目前，图迈海外市场布局已广泛覆盖亚洲、欧洲、非洲、大洋洲、南美 洲的40余个国家和地区，获得当地顶级机构的认可，并已在15个国家实现"多台销售、多院装机"，实现 在全球不同地域成熟医疗体系内的常态化、网络化、规模化使用。 智通财经APP获悉，微创机器人-B(02252)再涨超4%，截至发稿，涨3.67%，报27.66港元，成交额1.59亿 港元。 消息面上，12月24日，微创机器人-B发布公告，综合订单方面，经本集团内部初步统计，本集团旗下腔 镜、骨科、血管介入核心产品的综合订单量累计突破230台。其中，核心产品图迈腔镜手术机器人(图 迈)于全球范围内累计商业化订单超过160台，含今年新获订单近120台。根据公开统计数据，图迈2025 年全球订单量已跻身全球前二。 ...