医疗器械

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基蛋生物收盘上涨1.11%,滚动市盈率20.57倍,总市值41.54亿元
Sou Hu Cai Jing· 2025-07-10 10:58
7月10日,基蛋生物今日收盘8.19元,上涨1.11%,滚动市盈率PE(当前股价与前四季度每股收益总和的 比值)达到20.57倍,创21天以来新低,总市值41.54亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13基蛋生物20.5718.571.5541.54亿行业平均 51.4049.164.55107.36亿行业中值37.2738.502.4952.03亿1九安医疗10.2810.390.81173.44亿2英科医疗 11.0011.850.98173.72亿3新华医疗14.3613.311.1792.03亿4振德医疗15.3714.490.9855.79亿5奥美医疗 15.4815.171.5955.92亿6山东药玻15.5615.611.79147.19亿7康德莱16.1116.131.3434.72亿8奥泰生物 16.4317.331.3352.40亿9九强生物16.6315.462.0482.37亿10维力医疗16.6817.341.9638.04亿11安杰思 17.4017.612.1151.66亿12安图生物18.9218.052.43215.66亿 来源:金融界 从行业市盈率 ...
脑机接口再获重磅支持:药监局发文推进脑机接口标准化,残疾人康复新纪元将开启
Hua Xia Shi Bao· 2025-07-10 10:54
在具体措施方面,《公告》强调加快推进医用机器人、人工智能医疗器械等领域的基础、通用标准和方 法标准制修订工作,并积极筹建相关标准化技术组织。特别值得关注的是,《公告》明确提及"加强增 材制造用医用材料、脑机接口柔性电极、基因工程合成生物材料等新型生物材料标准化研究",这表明 监管部门正在为脑机接口技术的产业化应用构建完善的标准体系。 国家政策强力推动高端医疗器械产业发展。 7月3日,国家药监局正式发布《关于发布优化全生命周期监管支持高端医疗器械创新发展有关举措的公 告》(下称《公告》)。该公告针对医用机器人、高端医学影像设备、人工智能医疗器械和新型生物材 料医疗器械等高端医疗器械,提出十方面支持举措。 《公告》中提到,将配合相关部门出台基于脑机接口技术的医疗器械产品支持政策。这一表述直接点燃 市场对脑机接口板块的关注,标志着我国脑机接口技术发展获得明确的政策支持信号。 而在政策的关怀下,北京市昌平区生命科学园的尖端实验室愈发活跃。对此,昌平区生命科学园负责人 接受《华夏时报》记者采访时表示,"今年上半年,昌平区生命科学园医药健康产业收入超550亿元、产 值超220亿元,一批关键核心技术和创新产品加速涌现。以脑 ...
OK镜市场竞争白热化,欧普康视豪掷3.34亿收购医院谋转型
Guan Cha Zhe Wang· 2025-07-10 10:39
Core Viewpoint - The acquisition of 75% equity in Shanyang Qicheng Hospital Management Co., Ltd. for 334 million yuan by Opcon Vision reflects the company's need for business transformation and new growth opportunities amid declining performance in its core OK lens market [1][2]. Financial Performance - In 2024, Opcon Vision reported revenue of 1.814 billion yuan, a year-on-year increase of 4.4%, while net profit attributable to shareholders was 572 million yuan, down 14.16% [1]. - For Q1 2025, the company achieved revenue of 478 million yuan, a 2.95% increase year-on-year, but net profit fell by 16.93% to 160 million yuan [1]. - The sales revenue from hard contact lenses, primarily OK lenses, was 760 million yuan in 2024, representing a decline of 6.73% [1][9]. Strategic Acquisition - The acquisition of Shanyang Qicheng, established in May 2024, is seen as a strategic move to extend into the downstream medical services sector, aiming to create a complete industry chain from products to services [2][3]. - The assessed value of Shanyang Qicheng's equity is 454 million yuan, with a significant appreciation of 771.49% over its book net assets [3]. Funding and Investment Concerns - The acquisition funding of 334 million yuan primarily comes from the company's 2022 private placement, originally intended for community eye care service terminal construction, which has seen only 10% of the planned investment completed by the end of 2024 [4]. - The slow progress of the original project raises concerns about the efficiency of fund utilization [4]. Market Position and Strategy - The acquisition is expected to help Opcon Vision consolidate and expand its market share in the Southwest region, reducing reliance on the highly competitive East China market [5]. - The business structure of Shanyang Qicheng includes approximately 40% of refractive surgery and 14% related to OK lenses, aligning well with Opcon Vision's existing product line [5][10]. Performance Guarantees - The acquisition includes a 10-year performance commitment, with net profit targets set for 2025-2029, requiring significant growth compared to 2024's net profit of 30.58 million yuan [6]. - The long-term performance commitments reflect the company's high expectations for the acquisition while implementing strict risk control measures [6]. Industry Trends - The youth myopia prevention market in China is undergoing significant changes, with a reported overall myopia rate of 52.7% among children and adolescents [7]. - The competitive landscape for OK lenses has intensified, with over 20 registered products leading to price competition and a shift towards alternative solutions like defocus glasses [9][10]. Long-term Outlook - The demand for professional vision health services is expected to grow, driven by the "Healthy China" strategy and increasing health awareness among parents [11].
总奖金突破150万元!第十七届深创赛罗湖预选赛正式启动
Nan Fang Du Shi Bao· 2025-07-10 10:36
7月9日,第十七届中国深圳创新创业大赛罗湖区预选赛(简称"深创赛罗湖预选赛")暨第九届罗湖区大 梧桐创新创业大赛启动。据悉,本届赛事创新构建"1+2"特色赛事体系,赛事政策也再度加码,总奖金 突破150万元。 在启动仪式上,一位特殊的"神秘嘉宾"——罗湖预选赛AI智能伙伴闪亮登场!这位科技感十足的"嘉 宾"与现场领导嘉宾共同参与赛事启动,以极具未来感的方式,正式拉开本届大赛的序幕,象征着罗湖 区对智能化未来的坚定拥抱。 第二届"临床应用+X"挑战赛暨罗湖区生命健康产业赛,主要面向生物医药、高端医疗器械、大健康三 大领域征集项目,重点关注先进医疗、长寿医学、数字健康、AI+医疗/医药、细胞与基因药物、医疗美 容、现代中药、宠物药械等。 值得一提的是,本届大赛在往年行业赛基础上,增设面向人工智能的垂直领域挑战赛,新增"Al+千行 百业"赛道,聚焦人工智能,结合真实场景需求,鼓励团队解决行业痛点,推动AI技术深度应用,搭建 需求对接与创新展示平台。 深圳市罗湖区委常委、常务副区长冯健表示,在深圳特区建立45周年的关键节点,罗湖区正以《全面构 建科技创新体系行动方案》和《场景创新行动方案》为双轮驱动,重点培育人工智能 ...
上海市静安区医疗器械经营企业监督检查结果公示(2025年6月)
Zhong Guo Zhi Liang Xin Wen Wang· 2025-07-10 10:27
| ู้ เ | 上海市静安区人民政府 | | 请输入关键字 | | Q | ち 元障碍 | | --- | --- | --- | --- | --- | --- | --- | | | WWW.JINGAN.GOV.CN | | 热词:幼儿园招生 教师招聘 幼升小 静安教育 社区工作者 | | (更多) | 术 关怀版 | | 首页 | 静安新闻 政民互动 | 信息公开 | 一网通办 | 公共服务 | 静安概览 | (静安 | | 19 | 当前位置 > 首页 > 信息公开> 区市场监管局> 政府信息公开目录 | | | | 【纠错】【收藏】【字号:大 中 小 】【我要打印】【下载】 | | | | 索取号:JC6300000-2025-053 | | | | 发布机构:区市场监管局 | | | | 标题:上海市静安区医疗器械经营企业监督检查结果公示(2025年6月) | | | | | | | | 文号: | | | | 主题分类:公共监管 | | | | 成文日期:2025-07-10 | | | | 发布日期:2025-07-10 | | | 22 上海美目美佳科技有限公司西藏北路分公 | 沪静药监 ...
7月10日晚间重要公告一览
Xi Niu Cai Jing· 2025-07-10 10:23
Group 1 - Aishuo Co., Ltd. expects a net loss of 170 million to 280 million yuan for the first half of 2025, with a net loss of 410 million to 520 million yuan after excluding non-recurring gains and losses [1] - Changcheng Military Industry anticipates a net loss of 25 million to 29.5 million yuan for the first half of 2025, with a net loss of 35 million to 41 million yuan after excluding non-recurring gains and losses [1] - Changyuan Donggu expects a net profit of 155 million to 180 million yuan for the first half of 2025, representing a year-on-year increase of 62.65% to 88.88% [1] Group 2 - Beifang Navigation forecasts a net profit of 105 million to 120 million yuan for the first half of 2025, turning around from a loss of 74.2168 million yuan in the same period last year [3] - Xizi Clean Energy expects a net profit of 130 million to 180 million yuan for the first half of 2025, a decrease of 47.40% to 62.01% compared to the same period last year [4] - Tianbao Infrastructure anticipates a net profit of 90 million to 130 million yuan for the first half of 2025, representing a year-on-year increase of 1581.80% to 2329.27% [4] Group 3 - Taiping Bird expects a net profit of approximately 77.7 million yuan for the first half of 2025, a decrease of about 55% compared to the same period last year [6] - Xibu Chuangye forecasts a net profit of approximately 295 million yuan for the first half of 2025, an increase of 88.99% compared to the same period last year [8] - Zhengbang Technology expects a net profit of 190 million to 210 million yuan for the first half of 2025, a year-on-year increase of 249.03% to 264.72% [9] Group 4 - Songzhi Co., Ltd. anticipates a net profit of 140 million to 170 million yuan for the first half of 2025, representing a year-on-year increase of 53.58% to 86.49% [10] - Hailide expects a net profit of 280 million to 310 million yuan for the first half of 2025, a year-on-year increase of 47.65% to 63.47% [12] - Chenhua Co., Ltd. forecasts a net profit of 48.8176 million to 56.6284 million yuan for the first half of 2025, a year-on-year increase of 25% to 45% [13] Group 5 - Yuanlin Co., Ltd. expects a net loss of 68 million to 92 million yuan for the first half of 2025, with a net loss of 70 million to 95 million yuan after excluding non-recurring gains and losses [14] - Chuanhua Zhili anticipates a net profit of 500 million to 550 million yuan for the first half of 2025, representing a year-on-year increase of 72.78% to 90.06% [15] - Longyuan Technology expects a net profit of 26 million to 31 million yuan for the first half of 2025, a year-on-year increase of 116.61% to 158.26% [17] Group 6 - Jiangshan Co., Ltd. forecasts a net profit of 300 million to 360 million yuan for the first half of 2025, a year-on-year increase of 75.65% to 110.78% [32] - Ganli Pharmaceutical expects a net profit of 600 million to 640 million yuan for the first half of 2025, a year-on-year increase of 100.73% to 114.12% [33] - Zhongyan Chemical's subsidiary signed a 6.809 billion yuan mining rights transfer contract [35]
五洲医疗收盘下跌5.43%,滚动市盈率70.93倍,总市值25.34亿元
Sou Hu Cai Jing· 2025-07-10 10:15
Company Overview - Wuzhou Medical's closing price on July 10 was 37.26 yuan, down 5.43%, with a rolling PE ratio of 70.93 times and a total market value of 2.534 billion yuan [1] - The company ranks 95th in the medical device industry, which has an average PE ratio of 51.40 times and a median of 37.27 times [1] Shareholder Information - As of June 30, 2025, Wuzhou Medical had 6,407 shareholders, an increase of 102 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Business Operations - Wuzhou Medical specializes in the research, manufacturing, and sales of disposable sterile infusion medical devices, along with integrated supply of other diagnostic and nursing medical products [1] - Key products include syringes, safety syringes, insulin syringes, infusion sets, blood transfusion sets, and various types of needles [1] Financial Performance - In the first quarter of 2025, the company reported revenue of 104 million yuan, a year-on-year increase of 15.59%, while net profit was 5.6345 million yuan, reflecting a year-on-year decrease of 43.00%, with a gross profit margin of 14.62% [1]
重磅!骨科巨头推出便携式骨愈合设备
思宇MedTech· 2025-07-10 10:13
2025年7月7日, Enovis Corporation (NYSE: ENOV) 宣布推出 Manafuse ® 骨生长刺激器 ,这是一款便携 式、电池供电的医疗设备,采用 低强度脉冲超声(LIPUS)技术 ,用于非侵入性治疗新鲜骨折和骨折不愈 合。 # Manafuse ® 骨生长刺激器 Manafuse ® 骨生长刺激器 通过发射LIPUS信号,激活人体自身的愈合过程,从而加速骨折愈合 。其配备非 无菌换能器、固定带和凝胶,需由医疗专业人员使用放射影像或解剖标记确认正确放置位置,并用不可擦除标 记在患者皮肤上标记应用部位。具有以下主要特点: 适用于治疗 特定新鲜骨折 (如闭合的、后移位远端桡骨骨折和闭合或I级开放胫骨骨干骨折)以及 骨折不愈 合 (排除颅骨和椎骨)。设备需在骨科医生通过闭合复位和石膏固定进行骨折管理时使用。 便携性和易用性 :Manafuse是便携式设备,电池供电,患者每天 仅需使用20分钟 , 最长可使用343 天 ,适合家庭使用,可穿戴于石膏、支具或衣物之上。 LIPUS技术 :通过发射低强度脉冲超声信号,刺激骨细胞(成骨细胞)分裂和生长,激活身体的自然愈 合过程。LIPUS技术已 ...
突破金属限制!又一可降解封堵器进入创新通道
思宇MedTech· 2025-07-10 10:13
继2024年8月, 乐普心泰医疗旗下上海形状记忆合金材料有限公司 自主研发的 MemoSorb ® 生物可降解房间隔缺损封堵器 获国家药监局(NMPA)注册批 准,成为 全球首款我国自主研发的生物可降解封堵器 ,标志着我国在结构性心脏病介入治疗可降解领域取得重大突破之后,锦葵医疗于本次申报的可降解房 间隔缺损封堵器正式进入创新通道,则有望为我国该领域自主可控、高端创新格局再添新力。 # 研发背景 2025年7月2日,NMPA公布了创新医疗器械特别审查申请审查结果公示(2025年第6号),有 14款产品 进入创新通道。 其中包括 上海锦葵医疗器械股份有限公司 (简称" 锦葵医疗 ")申请的 可降解房间隔缺损封堵器 。 房间隔缺损(ASD) 常被描述为 "心脏上的一个洞" ,是指左心房和右心房之间的心脏隔膜上的一个开口。 ASD 是临床上常见的先天性心脏缺陷, 约占所有先天性心脏病的10% ,发病率在小儿先天性心脏病中排第二位,占成人先天性心脏病的20%-30%, 是成 年人中最常见的先天性心脏病 。 当需要关闭 ASD 时,目前的治疗标准是 植入房间隔封堵器 。 房间隔缺损封堵器是一种专门设计用来治疗房间隔缺损 ...
议程持续更新!读者福利!第二届全球医疗科技大会!
思宇MedTech· 2025-07-10 10:13
Core Points - The article announces the upcoming Second Global Medical Technology Conference scheduled for July 17, 2025, at the Zhongguancun Exhibition Center in Beijing, expecting around 500 attendees [3][8] - The conference will feature various discussions on topics such as AI in medical devices, wearable brain-machine interfaces, and trends in the medical device industry for 2025 [4] Group 1 - The conference is organized by SYMedTech and the Zhongguancun Alliance for New Life Sciences [3] - Collaborating organizations include Qidi Star, He Yuan Technology Incubator, and Zhongguancun Science City CGT Industry Incubator [2] - The agenda includes presentations from industry experts on innovative medical technologies and investment strategies [4] Group 2 - The event will also include a roundtable discussion focusing on multi-modal data infrastructure and AI applications in medicine [4] - Other topics of discussion will cover the development of the pulsed electric field ablation industry and AI's role in reshaping brain health [4] - The article provides a registration link with a promotional offer for attendees [8]