医疗器械

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热门赛道,迎重磅利好!
证券时报· 2025-07-10 13:35
6月20日,国家药监局党组书记、局长李利主持召开会议,研究部署支持高端医疗器械创新发展举措,审 议通过《关于优化全生命周期监管支持高端医疗器械创新发展的举措》(以下简称《举措》)。 会议指出,党中央、国务院高度重视高端医疗器械创新发展,党的二十届三中全会明确提出要健全支持创 新医疗器械发展机制,2024年,国务院办公厅印发《关于全面深化药品医疗器械监管改革促进医药产业高 质量发展的意见》(国办发〔2024〕53号), 提出要深化药品医疗器械监管全过程改革,明确了医疗器 械领域支持要点 。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技术集 成度高,是高端医疗器械的典型产品,也是塑造医疗器械新质生产力的关键。《举措》包括优化特殊审批 程序、完善分类和命名原则、持续健全标准体系、进一步明晰注册审查要求、健全沟通指导机制和专家咨 询机制、细化上市后监管要求、强化上市后质量安全监测、密切跟进产业发展、推进监管科学研究和推动 全球监管协调等十方面具体措施。 《举措》的出台对支持高端医疗器械重大创新,促进更多新技术、新材 料、新工艺和新方法应用于医疗健康领域,满足人民群众健康需求具有重要意义,是药 ...
全球贸易版图重构,GPS失灵了吗? | 海斌访谈
Di Yi Cai Jing· 2025-07-10 13:20
Core Insights - Philips is facing significant challenges in the Chinese market, with a double-digit revenue decline reported in 2024, coinciding with the appointment of a new president for the Greater China region [1][4] - The global medical device market, particularly for major players like GE Healthcare, Siemens Healthineers, and Philips (collectively referred to as GPS), is under pressure due to trade wars and tariffs, impacting their financial performance [3][6] - The need for localization and supply chain resilience is emphasized, with Philips aiming for over 95% of its products to be manufactured locally in China, despite some core components still being imported [8][9] Market Performance - In 2024, GE Healthcare's revenue in China declined by 15%, while Siemens Healthineers reported a 14% drop in the same period, indicating a broader trend of revenue challenges among GPS companies in the region [5][12] - Philips anticipates continued revenue decline in the Chinese market into 2025, projecting a mid-single-digit percentage drop [4][12] Strategic Responses - Philips is focusing on increasing localization and integrating into the Chinese ecosystem, with plans to enhance local production capabilities and reduce reliance on imports [8][10] - The company has appointed a new Chief Competitiveness Officer to drive innovation and improve product competitiveness in response to local market dynamics [12][14] Competitive Landscape - Local Chinese medical device companies are emerging as strong competitors, with firms like United Imaging, Neusoft Medical, and Mindray gaining traction and challenging established players [12][14] - The competitive environment is expected to intensify, with price pressures and increased competition being common challenges faced by all GPS companies [6][12] Future Outlook - The Chinese market is viewed as a significant growth opportunity due to its large population and increasing healthcare demands, particularly in chronic disease management [12][13] - Despite current challenges, the long-term outlook for the medical device industry in China remains positive, with companies encouraged to adapt and innovate to meet evolving market needs [13][14]
财政部:对于4500万元人民币以上的医疗器械政府采购项目 在华欧资企业可以参与
news flash· 2025-07-10 13:11
财政部:对于4500万元人民币以上的医疗器械政府采购项目 在华欧资企业可以参与 金十数据7月10日讯,财政部发布《关于在政府采购活动中对自欧盟进口的医疗器械采取相关措施的通 知》政策问答,其中提到,对于4500万元人民币以上的医疗器械政府采购项目,未分包开展采购的,非 欧盟企业提供的自欧盟进口的医疗器械占比不得超过该项目合同总金额的50%;分包开展采购的,非欧 盟企业提供的自欧盟进口的医疗器械占比不得超过分包后单个采购包合同金额的50%。对于4500万元人 民币以上的医疗器械政府采购项目,在华欧资企业可以参与。但如果其提供的产品中包含自欧盟进口的 医疗器械,则自欧盟进口的医疗器械金额占比不得超过项目合同总金额的50%。 全部或者部分由欧盟 投资者投资,依照中国法律在中国境内经登记注册设立的企业为在华欧资企业,其在中国境内生产的医 疗器械不属于措施限制的范围。 ...
财政部:对于4500万元人民币以上的医疗器械政府采购项目 应当排除欧盟企业参与
news flash· 2025-07-10 13:11
相关链接 财政部:对于4500万元人民币以上的医疗器械政府采购项目 应当排除欧盟企业参与 金十数据7月10日讯,财政部发布《关于在政府采购活动中对自欧盟进口的医疗器械采取相关措施的通 知》政策问答,其中提到对于4500万元人民币以上的医疗器械政府采购项目,应当排除欧盟企业参与, 无论其提供的产品原产自哪里;非欧盟企业参与的,如果其提供的产品中包含自欧盟进口的医疗器械, 则自欧盟进口的医疗器械金额占比不得超过项目合同总金额的50%。是否属于自欧盟进口的医疗器械, 根据产品进口报关单上的原产国确定。 ...
财政部:国有企业采购不属于政府采购范围,《关于在政府采购活动中对自欧盟进口的医疗器械采取相关措施的通知》不适用于国有企业采购。
news flash· 2025-07-10 13:11
财政部:国有企业采购不属于政府采购范围,《关于在政府采购活动中对自欧盟进口的医疗器械采取相 关措施的通知》不适用于国有企业采购。 ...
三友医疗: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-07-10 12:17
Key Points - The company has completed the listing and circulation of all shares from its initial strategic placement [1] - There is no differentiated dividend distribution plan involved [1] - The total share capital after the distribution and capital increase will be 333,462,498 shares [2][8] - The cash dividend per share is set at RMB 0.0042, and each shareholder will receive an additional 0.2 shares from capital reserves [2][4] - The total cash dividend distribution amounts to RMB 1,167,118.743 [2] - The company’s earnings per share for the fiscal year 2024, after the share increase, is projected to be RMB 0.0344 [8]
刘国中:加快医药创新发展 更好保障人民健康
news flash· 2025-07-10 12:13
金十数据7月10日讯,中共中央政治局委员、国务院副总理刘国中10日到北京大学医学部调研医药创新 发展工作。他强调,要强化协同攻关和政策落实,加强医药领域基础研究和科技创新能力建设,积极支 持创新药和医疗器械加快发展,为推进健康中国建设提供有力支撑。要坚定信心,充分发挥我国在产业 体系、发展环境等方面优势,聚焦重点难点问题,有力推动医药创新和产业高质量发展。要加强产学研 深度融合,鼓励企业、高校、科研机构与医疗机构联合攻关,提高医药科技创新水平,在药物、疫苗和 医疗器械研发方面取得更多突破性成果。 (新华社) 刘国中:加快医药创新发展 更好保障人民健康 ...
英科医疗:注销回购股份450.43万股
news flash· 2025-07-10 11:50
英科医疗(300677)公告,公司本次注销回购股份数量为450.43万股,占本次回购注销前公司总股本 6.46亿股的0.6969%。本次注销完成后,公司总股本由6.46亿股变更为6.42亿股。因注销回购股份导致公 司控股股东、实际控制人刘方毅先生持有公司股份比例由35.85%增加至36.10%。本次回购股份注销事 项不会对公司财务状况和经营成果产生实质性影响,也不会导致公司控股股东及实际控制人发生变化, 公司股权分布仍具备上市条件。 ...
归创通桥回购5.00万股股票,共耗资约98.40万港元,本年累计回购369.45万股
Jin Rong Jie· 2025-07-10 11:21
Group 1 - The company, Guichuang Tongqiao, repurchased 50,000 shares at an average price of HKD 19.68 per share, totaling approximately HKD 984,000, with a cumulative repurchase of 3.6945 million shares this year, representing 1.16% of the total share capital [1][3] - As of the market close on the same day, Guichuang Tongqiao's stock price decreased by 0.2%, closing at HKD 19.82 per share [2] - The stock repurchase may indicate the company's confidence in its future development, signaling to the market that it believes its shares are undervalued, which can help stabilize the stock price and enhance investor confidence [3] Group 2 - Guichuang Tongqiao is an innovative medical device company listed on the Hong Kong Stock Exchange, focusing on the research, development, production, and sales of neurovascular and peripheral vascular intervention medical devices [4] - The company possesses a range of innovative technologies and product pipelines aimed at providing effective treatment solutions for patients with cardiovascular diseases [4] - Guichuang Tongqiao is committed to exploring innovation within the medical device industry, actively investing in research and development to continuously update its products and meet market demands [4]