格隆汇1月15日丨中国口腔产业(08406.HK)公告，于2026年1月12日，公司间接全资附属公司中国数字健 康集团有限公司("中国数字健康")与博惠生技股份有限公司("博惠")(统称"双方")订立谅解备忘录，以开 展策略合作，以加强双方的业务。 根据谅解备忘录，双方拟成立合资公司，组成具有相关资质的医疗团队和生物科技团队，共同推动大湾 区医院的临床治疗业务。 董事会认为，订立谅解备忘录标志着集团进军医疗生物科技领域进入新阶段，并为集团寻求多元化业务 发展的机会。透过与博汇的策略合作，集团将能发挥其在大湾区的人脉关系，拓宽收入基础，提升整体 竞争力。监于上述理由及裨益，董事会认为订立谅解备忘录符合公司及其股东的整体利益。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600763 | 通策医疗 | 46.70 | 7.60% | 43.54万 | | 20.46 Z | | 002044 | 美年健康 | 8.51 | 4.42% | 1256.71万 | | 107.54亿 | | 002821 | 凯莱英 | 106.50 | 2.36% | 6.64万 | | 7.04亿 | | 688046 | 药康生物 | 19.07 | 1.82% | 6.47万 | | 1.22亿 | | 301201 | 诚达药业 | 44.50 | 1.64% | 7.50万 | | 3.34亿 | | 600568 | ST中珠 | 2.54 | 0.79% | 12.76万 | | 3250.20万 | | 688131 | 皓元医药 | 85.24 | 0.76% | 3.11万 | | 2.64亿 | | 603456 | 九洲药业 | 19.74 | 0.66% | 18.57万 | | 3.66亿 ...

教育方面，今年，朝阳区将实现十一学校朝阳实验学校初中部、人大附中朝阳学校朝阳港校区义教部顺 利建成投用，可新增学位4440个。同时，朝阳区拟纵深推进"大思政"综合改革，打造全学段贯通、多维 度融合的思政教育资源矩阵。 养老方面，今年朝阳区拟建设区域养老服务中心2家。同时，依托三级网络推动机构服务向居家延伸， 统筹发展家庭养老床位，引入专业力量提供康复陪诊、助浴助洁等服务，构建"专业机构+家庭床位+上 门服务"体系。朝阳区将继续推进适老化改造与家庭照护培训，2026年建设家庭养老照护床位1000张。 "十五五"期间，朝阳区将建立城乡一体化、布局合理、可持续发展的助餐服务网络，推广助餐服务一码 通办，2026年拟新建10家老年餐桌。同时加强质量监管，采用线上线下（300959）结合方式确保老年餐 食标准，让更多老年人在家门口就能享受到优质餐饮服务。在提升居家养老品质方面，朝阳区将试点打 造老龄友好智慧体验场景，打造符合老年人生活习惯及需求的智慧居家养老样板空间，让科技创新更好 地服务于老年生活。 新京报讯（记者吴婷婷）1月15日，记者从2026年朝阳区"两会"新闻发布会获悉，将推动中日友好医院 来广营院区装修改造 ...

Core Viewpoint - The introduction of AI in medical record systems is controversial, with concerns about its impact on the training of young doctors and the potential for AI errors [3][11][12] Group 1: AI in Medical Training - Zhang Wenhong, a prominent figure in infectious disease medicine, refuses to integrate AI into medical record systems, arguing it could disrupt the training of young doctors who need systematic training to diagnose diseases [3] - Some young doctors believe that traditional methods of medical education are outdated in the AI era, suggesting that AI can accelerate learning and enhance clinical skills [9] - The debate centers around whether AI can effectively replace the hands-on training traditionally provided by experienced doctors [6][9] Group 2: AI Applications in Healthcare - AI has been applied in various healthcare scenarios, with over 80 recommended applications outlined by the National Health Commission, including intelligent diagnostic assistance in medical imaging and clinical decision-making [4] - The most common application is in medical imaging, with 73 cases reported, followed by clinical decision support for specific diseases and intelligent medical record generation [4][5] - AI tools are reported to significantly improve efficiency in tasks such as medical record writing and patient history organization, reducing time spent on these activities [5][6] Group 3: Concerns About AI Errors - There are significant concerns regarding the potential for AI to make mistakes, particularly when young doctors may lack the experience to identify these errors [11][12] - Some AI systems have demonstrated lower error rates than human doctors in specialized fields, but issues remain, such as the inability to access external databases for real-time corrections [11][12] - The responsibility for AI errors is a critical issue, with the consensus that users must possess the knowledge to verify AI outputs [12]

山东省卫生健康委妇幼健康处处长刘琳介绍，儿童健康牵动着万千家庭的心，我省始终把保障儿童健康 放在优先位置，从资源供给、能力提升、高峰保障三大维度发力，全力织密儿童健康守护网。 儿科门诊"全域覆盖、应设尽设" 完善网络，全省现有儿童专科医院11家，设置儿科的医疗机构4606家，二级以上公立综合医院、妇幼保 健机构全部提供儿科服务，每千名儿童床位数达到2.7张。持续开展儿童友好医院建设，优化空间布局 和服务流程，有效提升服务质量。 强化基层，全省乡镇卫生院、社区卫生服务中心实现儿科服务全覆盖，定期公布服务机构名单、地址、 联系方式等，方便患儿及时就近就医。 建强队伍，财政给予专项资金支持，每年组织儿科医师转岗培训，二级以上妇幼保健机构全部实现儿童 保健医师到儿科轮岗，全省儿科医师数达到1.7万名。 儿科服务"提质培优、分级赋能" 齐鲁晚报·齐鲁壹点记者 秦聪聪 1月15日，山东省卫生健康委举行新闻发布会，介绍2025年度全省卫生健康系统为民服务成效。 提高县域服务能力，全省现有县域儿科专业国家薄弱专科建设项目4个、省级重点专科24个，每个县 （市）确定1家卫生院做强儿科特色专科，2025年全省县域儿科（住院）就诊 ...

（责任编辑：董萍萍 ） 光大证券指出，脑机接口作为生命科学与信息技术融合前沿，已迈入产业化临界点。全球层面，中 美等主要国家密集出台支持计划，我国"十五五"规划建议将脑机接口明确为六大未来产业之一，七部门 明确2027年技术突破、2030年产业生态成型目标。综合多家机构预计，2029年全球脑机市场规模将达 76.3亿美元，近百亿蓝海市场加速开启。医疗是目前脑机产业预期商业应用最成熟、产业规模最大的领 域，国内临床试验覆盖卒中康复、四肢瘫痪等疾病，政策端医保定价打通支付链路有望推动相关设备落 地。从产业链看，中国在侵入式、半侵入式领域加速追赶，柔性电极技术、汉语解码等国产化进展显 著。未来医药板块投资应着重临床价值本质逻辑，看好创新医疗器械领域，尤其是高端器械和高值耗材 的创新升级。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 每日经济新闻 医疗ETF（159828）跟踪的是中证医疗指数（399989） ...

2025年末，海南帝湾医院通过海南博鳌乐城国际医疗旅游先行区医疗药品监督管理局审批，正式获批开 展"膝骨性关节炎的人脐带间充质干细胞治疗技术"生物医学新技术转化应用项目。 同时，海南帝湾医院联合中华医学会骨科分会，在博鳌乐城先行区正式成立"博鳌乐城创新骨科新技术 研究院"。研究院依托乐城先行先试政策优势，整合国家级权威学术资源，面向全球汇聚骨科领域的创 新技术、临床经验与科研成果，着力构建骨科新技术从"可研究"向"可应用、可复制"转化的系统路径， 持续推动我国骨科诊疗水平的整体提升。 作为研究院成立后的首批重点转化项目之一，海南帝湾医院此次获批开展的干细胞治疗膝骨关节炎项 目，获得了多位国内骨科领域顶尖权威专家的高度关注与专业支持。 在产业化方面，企业核心工艺团队拥有国际领先 CDMO 企业的工艺开发与规模化生产经验，在多类型 细胞治疗产品的工艺开发、放大生产及质量体系建设方面形成成熟实践，建立了涵盖工艺设计、关键质 量属性(CQA)控制及 QC/QA 放行流程的标准化技术体系，整体能力达到国际先进水平，相关研究成果 发表于《Journal of Clinical Investigation(JCI)》等重要 ...

Core Insights - The "Sina Finance 2025 Conference and the 18th Golden Unicorn Forum" will be held on January 15, 2026, in Beijing, focusing on the theme of "Starting the 14th Five-Year Plan, New Economic Voyage - Reshaping Growth Paradigms, Creating Future Prosperity" [1][9] - Li Ling, a prominent figure in China's economic and health sectors, highlighted the achievements and challenges of China's healthcare system, emphasizing the need for a shift from a disease-centered approach to a health-centered paradigm [4][12] Healthcare Spending - In 2024, China's total health expenditure is estimated at 90,895.5 billion yuan, with government spending accounting for 24.9%, social spending for 47.6%, and personal spending for 27.5% [1][9] - The per capita health expenditure is 6,454.4 yuan, and the total health expenditure as a percentage of GDP is 6.7%, marking a significant decline below 7% for the first time [1][9] Challenges and Opportunities - The aging population presents significant challenges, necessitating a focus on disease prevention rather than treating aging as a disease [4][12] - The "Healthy China" national strategy prioritizes health as a key indicator of socialist modernization, advocating for a preventive approach to health [4][12] Systemic Changes in Healthcare - The government is promoting a systemic approach to healthcare, integrating county, township, and village services into a cohesive "health community" model, moving away from hospitals competing for patient revenue [5][13] - The "Sanming Model" aims to incentivize hospitals and doctors to manage patients' health proactively, with a nationwide rollout planned within four years [5][13] Emerging Health Industry - The integration of healthcare, pharmaceuticals, green food, wellness, and elderly care is expected to create a new "big health" industry, which could surpass the real estate sector in scale [5][13] - This industry is seen as a lifelong necessity for individuals, with potential benefits extending beyond China to serve global health needs [5][13] Future Health Management - The envisioned future health model includes a personal health code system, supported by AI for continuous health management throughout an individual's life [6][14] - The "Healthy China" and "Smart Health" initiatives are positioned as new development models that will contribute significantly to global health, leveraging China's historical wisdom and modern technological advancements [6][14]

Group 1 - The core theme of the "2025 Sina Finance Annual Conference and the 18th Golden Unicorn Forum" is "Fifteen Five Opening, Economic New Voyage - Reshaping Growth Paradigms, Co-creating Future Prosperity" [1][12] - Li Ling, a prominent figure in the economic committee, emphasized that China is currently the world's strongest industrialized nation and has made significant progress in healthcare reform [3][14] - The total national health expenditure for 2024 is preliminarily estimated at 90,895.5 billion yuan, with government health spending at 24.9%, social health spending at 47.6%, and personal health spending at 27.5% [3][14] Group 2 - The aging population presents a significant challenge, necessitating a shift from treating diseases to preventing them [6][17] - The "Healthy China" national strategy is prioritized as it signifies the modernization of socialism, focusing on health rather than illness [7][18] - The government is integrating health into all policies, addressing various factors affecting health, including lifestyle, environment, and healthcare systems [7][18] Group 3 - The healthcare system is transitioning to a more integrated model, promoting a "health community" approach where hospitals work collaboratively rather than independently [7][19] - The "Sanming Model" is being promoted nationwide within four years, incentivizing healthcare providers to focus on disease prevention [7][19] - The aging population also presents opportunities for a new "health+" development paradigm, merging healthcare, wellness, and technology into a large health industry [8][19] Group 4 - The future health model includes a personal health code system managed by AI, ensuring comprehensive health management throughout an individual's life [10][21] - The "Healthy China" initiative is seen as a new development model and a significant contribution to global health, leveraging China's historical wisdom and modern technology [10][21] - The challenges faced by the U.S. in healthcare present an opportunity for China to lead in health solutions, integrating various advantages to contribute to global health [10][22]

Core Viewpoint - Citigroup reports that WuXi AppTec's co-CEO Chen Minzhang provided insights at a U.S. healthcare conference, indicating that the company expects its organic growth in 2026 to be at least on par with 2025, with a projected annual growth rate of 16% and a continuous business growth rate of 21.4% [1] Group 1: Financial Outlook - The CFO anticipates improvements in profit margins due to ongoing optimization of manufacturing processes, increased capacity utilization, and operational efficiency, along with benefits from divesting certain business segments [1] - WuXi AppTec's TIDES (oligonucleotide and peptide) business is expected to see significant growth, with management projecting a more than 90% year-on-year increase in TIDES revenue for 2025 [1] Group 2: Capacity Expansion and Market Position - The company completed an expansion of solid-phase peptide capacity to 10,000 liters in Q3 2025 and plans further expansion in 2026 [1] - As of Q3 2025, WuXi AppTec holds a 16% market share in global clinical-stage innovative drug projects related to GLP-1, with 24 GLP-1 projects currently in progress [1] Group 3: Investment Rating - Citigroup maintains a "Buy" rating for WuXi AppTec, setting a target price of HKD 142, citing the company's strong market leadership in core business areas [1]