Core Viewpoint - Furuya Co., Ltd. has shown significant stock price growth in 2023, with a year-to-date increase of 177.74% and a recent surge of 34.83% over the past five trading days [1] Financial Performance - For the first half of 2025, Furuya Co., Ltd. achieved operating revenue of 713 million yuan, representing a year-on-year growth of 11.02%. However, the net profit attributable to shareholders decreased by 31.09% to 51.93 million yuan [2] - The company has distributed a total of 246 million yuan in dividends since its A-share listing, with 52.61 million yuan distributed over the past three years [3] Stock Market Activity - As of September 17, 2023, Furuya Co., Ltd.'s stock price was 87.60 yuan per share, with a market capitalization of 23.212 billion yuan. The stock experienced a trading volume of 874 million yuan and a turnover rate of 4.34% [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on September 15, 2023, where it recorded a net purchase of 74.25 million yuan [1] Shareholder Information - As of August 29, 2023, Furuya Co., Ltd. had 25,600 shareholders, an increase of 6.91% from the previous period. The average number of circulating shares per shareholder was 9,108, a decrease of 6.47% [2] - The top ten circulating shareholders include notable funds such as Huabao Zhongzheng Medical ETF and Ruiyuan Growth Value Mixed A, with varying changes in their holdings [3] Business Overview - Furuya Co., Ltd. specializes in the production and sales of pharmaceuticals in the liver disease sector, as well as the research and sales of medical instruments and services. The revenue composition is as follows: 67.57% from equipment and technology, 27.47% from pharmaceuticals, 4.30% from medical services, and 0.65% from other sources [1]

Company Overview - Yirui Technology, established on March 7, 2011, and listed on September 18, 2020, is located in Shanghai and specializes in the research, production, sales, and service of digital X-ray detectors [1] - The company's main revenue sources include detector sales (81.21%), core component sales (7.66%), solution/technical service income (5.89%), accessory sales (4.57%), and rental income (0.66%) [1] Financial Performance - As of June 30, 2025, Yirui Technology reported a revenue of 1.067 billion yuan, representing a year-on-year growth of 3.94%, and a net profit attributable to shareholders of 335 million yuan, with an increase of 8.82% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 789 million yuan, with 557 million yuan distributed over the past three years [3] Stock Market Activity - On September 17, Yirui Technology's stock price decreased by 2.02%, trading at 112.33 yuan per share, with a total market capitalization of 22.491 billion yuan [1] - The stock has seen a year-to-date increase of 66.23%, with a 1.95% rise over the last five trading days, 1.98% over the last twenty days, and 24.88% over the last sixty days [1] - As of June 30, 2025, the number of shareholders increased by 21.67% to 6,990, with an average of 28,643 circulating shares per shareholder, up 15.02% [2] Institutional Holdings - As of June 30, 2025, the ninth largest circulating shareholder is Huabao Zhongzheng Medical ETF, holding 3.926 million shares as a new shareholder, while the Invesco Great Wall New Energy Industry Stock A Class has exited the top ten circulating shareholders [3]

Core Viewpoint - The report from Zheshang Securities indicates that Kaili Medical's net profit attributable to shareholders for H1 2025 is projected to be 47 million yuan, representing a year-on-year decline of 72.4% [1] Financial Performance - The net profit for Q2 2025 is expected to be 39 million yuan, showing a year-on-year decrease of 44.7% [1] - The impact of domestic medical equipment bidding and procurement in 2024 is anticipated to affect revenue and profit growth in H1 2025 [1] Future Outlook - As the bidding process is expected to gradually recover in 2025, Q2 revenue growth is projected to turn positive year-on-year [1] - The company is expected to see overall revenue growth for the full year of 2025, driven by the recovery of the bidding process [1] Profit Forecast Adjustment - Due to the impact of bulk procurement on gross margins and ongoing expense investments, the profit forecasts for the company from 2025 to 2027 have been revised downward [1] - The rating for the company remains "Buy" despite the adjustments [1]

9月16日，天智航盘中上涨2.10%，截至13:18，报18.00元/股，成交7771.88万元，换手率0.97%，总市值 81.48亿元。 资金流向方面，主力资金净流出480.92万元，特大单买入106.11万元，占比1.37%，卖出132.78万元，占 比1.71%；大单买入1234.36万元，占比15.88%，卖出1688.61万元，占比21.73%。 天智航今年以来股价涨80.18%，近5个交易日涨1.24%，近20日跌8.49%，近60日涨29.03%。 今年以来天智航已经1次登上龙虎榜，最近一次登上龙虎榜为2月17日，当日龙虎榜净买入2626.62万 元；买入总计6864.20万元 ，占总成交额比11.74%；卖出总计4237.57万元 ，占总成交额比7.25%。 截至6月30日，天智航股东户数1.54万，较上期减少7.14%；人均流通股29308股，较上期增加8.48%。 2025年1月-6月，天智航实现营业收入1.25亿元，同比增长114.89%；归母净利润-5754.82万元，同比减 少23.80%。 资料显示，北京天智航医疗科技股份有限公司位于北京市海淀区建枫路(南延)中关村西三旗金隅科技 ...

Core Viewpoint - Furuya Co., Ltd. has shown significant stock price growth in 2023, with a year-to-date increase of 166.30% and a recent surge of 31.98% over the past five trading days [2] Group 1: Stock Performance - As of September 16, Furuya's stock price reached 83.99 CNY per share, with a market capitalization of 22.255 billion CNY [1] - The stock has experienced a 16.28% increase over the past 20 days and a remarkable 167.14% increase over the past 60 days [2] - The company has appeared on the trading leaderboard twice this year, with the latest instance on September 15, where it recorded a net buy of 74.2524 million CNY [2] Group 2: Financial Performance - For the first half of 2025, Furuya reported a revenue of 713 million CNY, reflecting a year-on-year growth of 11.02%, while the net profit attributable to shareholders decreased by 31.09% to 51.934 million CNY [2] - Cumulatively, the company has distributed 246 million CNY in dividends since its A-share listing, with 52.6106 million CNY distributed over the past three years [3] Group 3: Shareholder Information - As of June 30, 2025, Furuya had 25,600 shareholders, an increase of 6.91% from the previous period, with an average of 9,108 circulating shares per shareholder, down by 6.47% [2] - The second-largest circulating shareholder is Huabao Zhongzheng Medical ETF, holding 8.7128 million shares, an increase of 947,800 shares from the previous period [3]

Core Viewpoint - 华大智造's stock has experienced fluctuations, with a year-to-date increase of 47.04%, but recent declines in the short term [1][2] Financial Performance - For the first half of 2025, 华大智造 reported revenue of 1.114 billion yuan, a year-on-year decrease of 7.90%, while the net profit attributable to shareholders was -104 million yuan, an increase of 65.28% compared to the previous year [2] Stock Market Activity - As of September 16, 华大智造's stock price was 68.80 yuan per share, with a market capitalization of 28.656 billion yuan. The stock saw a net outflow of 10.2198 million yuan in principal funds [1] - The company has appeared on the龙虎榜 twice this year, with the most recent appearance on March 4, where it recorded a net buy of -44.7653 million yuan [1] Shareholder Information - As of June 30, 2025, 华大智造 had 13,500 shareholders, an increase of 7.64% from the previous period, with an average of 15,766 circulating shares per shareholder, a decrease of 7.09% [2] - The top ten circulating shareholders include various ETFs, with notable changes in holdings among them [3]

截至发稿，陈顾君累计任职时间5年241天，现任基金资产总规模2.04亿元，任职期间最佳基金回报 36.87%， 任职期间最差基金回报-7.57%。 数据显示，浙商证券资管旗下1只基金重仓迈得医疗。浙商汇金新兴消费（009527）二季度持有股数4.3 万股，占基金净值比例为2.79%，位居第七大重仓股。根据测算，今日浮盈赚取约4.86万元。 浙商汇金新兴消费（009527）成立日期2020年5月29日，最新规模2273.84万。今年以来收益18.39%，同 类排名4505/8174；近一年收益53.15%，同类排名2837/7982；成立以来收益15.9%。 浙商汇金新兴消费（009527）基金经理为陈顾君。 9月16日，迈得医疗涨5.79%，截至发稿，报20.66元/股，成交5669.63万元，换手率1.69%，总市值34.34 亿元。 资料显示，迈得医疗工业设备股份有限公司位于浙江省玉环市沙门镇滨港工业城，成立日期2003年3月 10日，上市日期2019年12月3日，公司主营业务涉及医用耗材智能装备的研发、生产、销售和服务。主 营业务收入构成为：安全输注类连线机42.18%，血液净化类连线机37.90%，安 ...

"小京小京！""我在。""请给我们作一首藏头诗吧，就以'金融创新'为题面。""好的，我可以试试。 金融风云汇京华，融聚智慧绽芳华。创想无限……" 刚刚举办的2025年中国国际服务贸易交易会（以下简称"服贸会"）金融专题展上，正在与观众互动 的工商银行具身智能机器人"工小京"让《金融时报》记者大开眼界。 这样的场景随处可见。在今年的金融服务展馆内，机器人成了最受欢迎的表演者，咖啡机器人、手 术机器人、智能体检机器人、机器人"售货员"等的表演，引来现场观众驻足喝彩。 在这里，记者还看到了一款能够做手术的机器人。 "这台产品是我们的RM150睿米神经外科手术机器人。它是一款集立体定向和导航于一体的手术机 器人，主要构造是脑、眼、手，采用了'完全类人'的结构。"来自北京柏惠维康科技股份有限公司的工 作人员常静告诉记者。 在手术中，由于能够实现提前设计手术路线、精准度小于0.5mm，这款机器人成了医生的"最佳辅 助"。科技进步带来了医疗方式的变革。"以前需要开颅的手术现在能够变成微创，这就是机器人发展为 人类带来的最大进步。"常静说。 大量硬科技元素提升了参展者与科技互动的观展体验。来自浙江瑞宏机器人有限公司的高阳认为 ...

事项： 风险提示：1、国内医疗设备集采风险；2、海外拓展受地缘政治因素影响；3、高端产品研发/推广不及 预期；4、设备更新政策落地不及预期。 国内核心产品线市占率持续提升，光子计数CT 获批。随着国内医疗设备更新政策逐步落地及招采需求 稳步复苏，公司2025 年上半年实现国内市场收入48.73 亿元（+10.74%）。凭借产品与技术优势，公司 医学影像与放射治疗设备综合市场占有率同比提升3.4 个百分点，位列行业第二。分产品线看，MR 业 务收入19.68 亿元（+16.81%），市场份额持续提升；CT 业务收入15.15 亿元，全球首创双宽体双源CT 系统uCT SiriuX 进入NMPA 创新医疗器械特别审查程序，国产首款光子计数能谱CT uCT Ultima 获批上 市，高端产品布局持续突破；MI 业务收入8.41 亿元（+13.15%），PET/CT 产品线中国市场占有率连续 十年保持第一；RT 业务收入2.42 亿元，中国市场占有率同比大幅提升近18个百分点；DSA 业务中国市 场占有率同比提升超5 个百分点。 服务业务增长强劲，高毛利业务占比提升。2025H1，公司服务业务收入达8.16亿元（+3 ...

■ 编者按 今年是"十四五"规划收官之年。中央企业完整准确全面贯彻新发展理念、实现高质量发展，全面提升科 技创新能力、扎实推进布局优化结构调整，深入实施国有企业改革深化提升行动，不断增强核心功能、 提升核心竞争力。肩负国计民生，中央企业的"十四五"成果，最终体现为人民群众的体验感、获得感与 幸福感。即日起，国务院国资委新闻中心联合中国证券报推出"答卷'十四五' 央企惠民生"系列报道，以 百姓生活的"小切口"，折射中央企业改革发展的"大变化"。 ● 本报记者 刘丽靓 傅苏颖 近日，中国电子旗下中电云脑正式发布我国首款国芯非侵入式脑机智能头环，备受市场关注。"头环采 用了国产化的脑电采集芯片，推出一个多月以来，采购意向已接近20万套，其中已签订正式合同的超过 十万套。"中电云脑（天津）科技有限公司总经理程龙龙接受采访时表示。这一成果是中央企业以科技 创新驱动医疗健康产业升级的一个缩影。 从突破脑机接口与微光夜视前沿技术，到构建"息壤"算力平台支撑前沿科研；从推动"智慧医院"驶入偏 远山村，到保障罕见病药品供应与养老服务深入社区……近年，一批中央企业以技术突破为引擎，以民 生需求为导向，持续攻坚医疗健康"新高地"。 ...