医疗设备
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国泰海通|策略:越世界,越中国——中国企业全球化与出海系列一
国泰海通证券研究· 2025-12-24 13:38
Core Viewpoint - Chinese enterprises are entering a new era of globalization, focusing on high-end segments of the global value chain, driven by the need for economic transformation and high-quality development [1][2]. Group 1: Industry Trends - The trend of Chinese companies going global is characterized by a systematic approach, moving from product exports to a model that includes "capacity + brand + channel" [2]. - China's trade competitiveness has significantly improved, especially in capital and technology-intensive sectors such as power equipment, engineering machinery, and motorcycles, with notable gains in passenger vehicles, machine tools, new materials, optical communications, and medical devices [2]. - The overseas gross profit margins of non-financial listed Chinese companies have surpassed domestic margins in the first half of 2023, indicating a shift towards higher value-added segments [2]. Group 2: Global Economic Context - The global industrial and infrastructure capital expenditure is entering an upward cycle, with emerging markets accelerating their capital spending due to previous high-interest rate constraints [3]. - Southeast Asian countries, with GDP per capita between $3,000 and $10,000, are experiencing explosive demand for electricity, infrastructure, production equipment, and durable consumer goods [3]. - Developed markets are also seeing a surge in demand for energy infrastructure updates driven by green transitions and AI-related needs, which is expected to boost demand for Chinese power equipment [3]. Group 3: Investment Recommendations - Recommended sectors include power equipment, machinery, automotive, new materials, innovative pharmaceuticals, and gaming, driven by industrialization in emerging markets and infrastructure updates in developed countries [4]. - High-value components are highlighted due to China's significant technological and cost advantages, with recommendations for communication equipment, automotive parts, innovative pharmaceuticals, and new materials [4]. - Consumer exports are expected to grow due to urbanization in emerging markets and the enhancement of China's cultural soft power, with recommendations for motorcycles, passenger vehicles, and gaming content [4].
会议通知(第二轮)| 医工融合分会2025年学术年会暨医工融合大湾区创新发展大会
机器人大讲堂· 2025-12-24 10:42
Core Viewpoint - The integration of medical and engineering fields is becoming a key driver for breakthroughs in high-end medical equipment and biopharmaceutical innovation, particularly in Zhuhai, which is positioned as a strategic hub in the Guangdong-Hong Kong-Macao Greater Bay Area [2]. Event Details - The "Medical-Engineering Integration Annual Conference 2025" will be held from December 26 to 28, 2025, in Zhuhai, Guangdong, aiming to promote high-quality development in the medical-engineering integration sector [2]. - The conference theme is "Jointly Inviting the Bay Area: Medical-Engineering Integration to Inspire the Future," focusing on creating a resource platform for collaboration among government, associations, hospitals, universities, research institutions, investment entities, and enterprises [2]. Organizing Institutions - The conference is guided by the China Medical and Health Culture Association and organized by Beijing Institute of Technology (Zhuhai), Zhuhai Health Bureau, and the Medical-Engineering Integration Branch of the China Medical and Health Culture Association [3]. Conference Highlights - The event will feature top scholars and industry leaders sharing insights on cutting-edge research and industry trends, fostering a collaborative ecosystem for project signing and talent introduction [60]. - A dedicated Zhuhai Medical-Engineering Integration Liaison Office will be established to provide ongoing support and services, including policy consultation and funding connections [60]. Main Content - The agenda includes leadership speeches, high-quality thematic forums, academic dialogues, and an award ceremony for outstanding orthopedic innovation projects [61]. - Resource matching sessions will be organized, including project roadshows and expert evaluations, along with site visits to local leading enterprises [61]. - Policy and service promotion will cover key industry policies in biomedicine, high-end medical equipment, and artificial intelligence [61].
直面掌门人 | 健信超导许建益:硬科技创业需守初心育恒心
Shang Hai Zheng Quan Bao· 2025-12-24 07:59
Core Insights - The core viewpoint of the articles emphasizes the importance of domestic production of MRI equipment, particularly focusing on the self-sufficiency of key components like superconducting magnets and permanent magnets, which are crucial for overcoming industry bottlenecks [1][4]. Company Overview - Jianxin Superconducting has achieved significant technological breakthroughs and large-scale manufacturing in core components such as superconducting magnets and permanent magnets, becoming one of the earliest manufacturers in China to produce high-field superconducting magnets on a large scale and the largest global supplier of MRI equipment permanent magnets [1][4]. - The company has developed a diverse product matrix that includes 1.5T zero-evaporation superconducting magnets, 1.5T liquid helium-free superconducting magnets, and 3.0T zero-evaporation superconducting magnets [4]. Market Position and Strategy - The company aims to make MRI scans more affordable, reducing costs from thousands of yuan to hundreds, and has integrated these services into medical insurance, thereby enhancing access to quality healthcare [1][3]. - Jianxin Superconducting has established deep collaborations with leading manufacturers like Wandong Medical and Shenzhen Anke, ensuring stable supply of 1.5T products and gradually increasing supply of 3.0T products to rural hospitals [6]. Technological Innovation - The company has mastered 13 core technologies with independent intellectual property rights, covering areas such as electromagnetic fields, cryogenics, finite element analysis, structural design, intelligent control, and large-scale manufacturing processes [4]. - Jianxin Superconducting has successfully developed the world's first 1.5T liquid helium-free superconducting magnet, which does not require liquid helium and can automatically recover after quenching, making it suitable for emerging markets with limited maintenance capabilities [6][7]. Global Expansion - The company is actively expanding its overseas market presence, with over 50% of its MRI equipment products sold internationally. It has established local service networks in regions like India and Italy to address the affordability and usability issues in international markets [6][7]. - Jianxin Superconducting's global layout and technological innovations are expected to significantly reduce the overseas delivery and maintenance costs of superconducting magnets, thereby supporting leading manufacturers in promoting their products globally [7]. Long-term Vision - The company emphasizes a long-term commitment to technological innovation and market needs, focusing on core business areas while exploring the feasibility of applying superconducting technology in industrial sectors like wind power and power transmission [9]. - Jianxin Superconducting plans to invest in projects aimed at producing 600 sets of liquid helium-free superconducting magnets annually and upgrading high-field superconducting magnet production, reinforcing its commitment to sustainable growth and innovation in the healthcare sector [9].
大涨!超250%
Shang Hai Zheng Quan Bao· 2025-12-24 07:11
12月24日,健信超导登陆上海证券交易所科创板,发行价18.58元/股,开盘价65.03元/股。截至13:59,健信超导股 价报65.73元/股,涨幅达253.77%。 "公司上市既是荣誉,更是责任。资本市场为健信超导提供了更广阔的发展平台,也对公司治理提出了严格要求。 我们将以更高标准强化公司治理,切实维护投资者的长期利益。"健信超导董事长许建益在上市仪式现场说。 许建益表示,上市后,健信超导将坚持以"设计并生产先进的MRI(医用磁共振成像)核心部件和推动磁共振行业 发展"为己任,通过掌握核心技术并持续创新,让磁共振成为大众用得起的日常诊查手段。 同时,健信超导将进一步拓展超导技术的应用范围,让超导技术更好地服务新能源、交通等更广阔的工业领域, 为超导技术的产业化做出更大贡献。 在上海证券交易所上市仪式现场,上海证券交易所副理事长霍瑞戎与健信超导董事长许建益签署证券上市协议。 广发证券副总经理、投行业务管理委员会主任委员胡金泉在上市仪式上表示,健信超导登陆科创板,是企业扎根 行业、厚积薄发的里程碑式跨越,为国内资本市场注入了兼具技术硬实力与成长潜力的优质标的。 "我们相信健信超导将以资本市场为新起点,勇立技 ...
月内科创板新股首日平均涨超350%,健信超导今日上市,全球最大的超导磁体独立供应商,从追光到引领,助力MRI核心部件国产化突破
Zheng Quan Shi Bao Wang· 2025-12-24 05:19
Core Viewpoint - Jianxin Superconductor officially listed on the Sci-Tech Innovation Board, becoming the 599th company on the board, amidst a surge in new stock listings and significant first-day gains for recent IPOs [2] Group 1: Market Performance - A total of 109 companies have gone public this year, with a first-day gain probability of 100% and an average first-day increase of 257.88% [2] - Among the newly listed Sci-Tech Innovation Board stocks, 17 have averaged a first-day increase of 250.86% [2] - Notable recent IPOs include Moer Thread-U, which saw a first-day increase of over 400%, and Muxi Co., which had a first-day increase of nearly 700% [2] Group 2: Company Overview - Jianxin Superconductor specializes in the R&D, production, and sales of core components for medical MRI equipment, including superconducting magnets, permanent magnets, and gradient coils, which account for approximately 50% of MRI equipment costs [3] - The company has developed a comprehensive product matrix in the superconducting field, including various types of superconducting magnets, and has become the leading independent supplier of superconducting magnets in the global MRI industry [4] Group 3: Technological Advancements - Jianxin has closed a 20-year technology gap with international giants in the field of zero-evaporation superconducting technology, achieving mass production of 1.5T zero-evaporation superconducting magnets and breaking the monopoly of European, American, and Japanese manufacturers [4] - The company has transitioned from a follower to a leader in the next-generation helium-free superconducting technology, successfully developing a fully helium-free superconducting magnet, recognized as the "first of its kind" by the Zhejiang Provincial Department of Economy and Information Technology [4] Group 4: Financial Performance - For the first nine months of 2025, the company reported revenue of 393 million yuan, a year-on-year increase of 37.34%, and a net profit of 47.62 million yuan, up 38.54% year-on-year [7] - The company projects revenue for 2025 to be between 580 million and 620 million yuan, representing a year-on-year growth of 36.31% to 45.71%, with an expected net profit of 72 million to 77 million yuan, reflecting a growth of 29.07% to 38.03% [8] Group 5: Research and Development - The company has consistently increased its R&D investment, with expenditures of 20.33 million yuan, 24.42 million yuan, and 27.65 million yuan from 2022 to 2024, resulting in a compound annual growth rate of 16.61% [8] - R&D investment accounted for 5.86% of total revenue over three years, with a rise to 6.65% in the first half of 2025, indicating a commitment to enhancing product and technology development [8]
12月24日新股提示:健信超导今日上市 新广益等发布中签号
Xin Lang Cai Jing· 2025-12-24 00:53
12月24日消息,交易所公告称,健信超导今日在上交所科创板上市,公司证券代码:688805,发行市盈 率为61.97倍。新广益、陕西旅游中签号出炉,网上发行中签号分别有30085个、38666个。 【今日上市】 健信超导今日上市 发行价格18.58元/股 据交易所公告,健信超导今日在上交所科创板上市,公司证券代码:688805,发行价格18.58元/股,发 行市盈率为61.97倍。 公司简介: 2013年12月11日,公司前身宁波凯方核磁技术有限公司成立。 2015年10月,公司名称由"宁波 凯方核磁技术有限公司"变更为"宁波健信核磁技术有限公司"。 2022年11月3日,公司名称变更为"宁波健 信超导科技股份有限公司" 主营业务:医用磁共振成像(MRI)设备核心部件的研发、生产和销售。 【中签号及缴款】 新广益中签号出炉 共计30085个 末"五"位数:66979,06979,26979,46979,86979; 末"六"位数:980369,180369,380369,580369,780369,402156; 末"八"位数:60461731,00461731,20461731,40461731,80461 ...
健信超导许建益:硬科技创业需守初心育恒心
Shang Hai Zheng Quan Bao· 2025-12-24 00:08
"硬科技企业的核心竞争力源于自主研发,健信超导始终坚持'聚焦主业,技术创新'的核心方向。"许建 益表示,基于这一理念,公司对并购重组的态度审慎。短期内,公司将集中资源投入核心技术迭代与产 能扩张,通过内生增长筑牢发展根基。 从具体落地动作来看,健信超导本次募集资金将投向年产600套 无液氦超导磁体项目、年产600套高场强医用超导磁体技改项目,以及新型超导磁体研发项目。 "进入 资本市场后,企业的责任更重、压力更大,但我们绝不会浮躁。"许建益表示,未来健信超导仍将稳扎 稳打,以技术创新为核心驱动力,以市场需求为导向,在医疗健康领域持续赋能民生,在工业领域深挖 超导技术价值,走出一条硬科技企业的高质量发展之路。 "硬科技创业既是技术战,也是持久战。唯有以初心为舵、以坚韧为帆、以格局为岸,才能穿越行业周 期,实现技术报国的梦想。"健信超导董事长许建益表示,"进入资本市场后,企业的责任更重、压力更 大,但我们绝不会浮躁。"未来公司仍将稳扎稳打,以技术创新为核心驱动力,以市场需求为导向,走 出一条硬科技企业的高质量发展之路 在医疗装备国产化浪潮下,MRI(医用磁共振成像)设备核心部 件的自主可控,已成为突破行业瓶颈的关 ...
今日新股上市:科创板健信超导
Xin Lang Cai Jing· 2025-12-23 23:32
Group 1 - The core viewpoint of the article is the listing of a new stock, Jianxin Superconductor, on the Shanghai Stock Exchange's Sci-Tech Innovation Board [1] - Jianxin Superconductor's IPO price is set at 18.58 yuan per share, with an issuance price-to-earnings ratio of 61.97 times [1] - The company has issued a total of 41.92 million shares, with 13.41 million shares available for online subscription [1] Group 2 - The main business of Jianxin Superconductor involves the research, development, production, and sales of core components for medical magnetic resonance imaging (MRI) equipment [1]
全国县级医院首台!瓦里安旗舰放疗加速器落户丹阳,精准治癌迈入 “亚毫米时代”
Yang Zi Wan Bao Wang· 2025-12-23 14:03
近年来,我国癌症发病率持续上升,精准医疗技术的发展为肿瘤患者带来新希望。丹阳市人民医院此次 引进该设备,不仅是医疗设备的迭代升级,更是 "以患者为中心" 服务理念的深度践行。更快的治疗效 率、更精准的靶向打击、更微创的治疗方式,将大幅减轻患者身体负担,帮助患者在治疗期间保留更高 生活质量。 扬子晚报网12月23日讯(通讯员 吴唯 记者 万凌云 姜天圣) 近日,全球顶尖放疗设备 —— 瓦里安 TrueBeam 直线加速器(速光刀)在丹阳市人民医院正式开机运行。作为全国县级医院首台该型号设 备,其启用标志着该院肿瘤放射治疗正式迈入 "亚毫米级精准时代",将为丹阳及周边区域肿瘤患者提 供高品质、个性化的治疗新选择,助力区域精准医疗水平再上新台阶。 据了解,瓦里安 TrueBeam 直线加速器是放疗领域的 "旗舰标杆",搭载全球领先治疗平台,凭借亚毫米 级治疗精度和 10 毫秒极速响应能力,集成多模式高级影像与运动管理技术,可实时精准锁定并追踪肿 瘤。结合高分辨率多叶光栅、锥形筒、非共面照射等尖端技术,该设备能实现 "精准剂量雕刻",在高 效清除肿瘤细胞的同时,最大限度保护正常组织,破解了传统放疗的诸多痛点。 相较于 ...
迈得医疗(688310)披露回购股份事项前十大股东持股情况,12月23日股价下跌0.07%
Sou Hu Cai Jing· 2025-12-23 10:09
《迈得医疗工业设备股份有限公司关于回购股份事项前十大股东和前十大无限售条件股东持股情 况的公告》 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 最新公告列表 截至2025年12月23日收盘,迈得医疗(688310)报收于15.11元,较前一交易日下跌0.07%,最新总市值 为25.12亿元。该股当日开盘15.27元,最高15.78元,最低15.04元,成交额达4356.61万元,换手率为 1.72%。 近日,迈得医疗工业设备股份有限公司发布关于回购股份事项前十大股东和前十大无限售条件股东持股 情况的公告。公告称,公司于2025年12月11日召开第五届董事会第八次会议,审议通过以集中竞价交易 方式回购公司股份的议案。根据相关规定,公司披露截至2025年12月19日股权登记日的前十大股东及前 十大无限售条件股东持股情况。林军华为第一大股东,持股78,372,560股,占总股本47.15%;陈万顺持 股24,754,800股,占比14.89%。其余股东持股比例依次递减,前十大股东与前十大无限售条件股东名单 一致。 ...