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。 ...

中国财政部：对自欧盟进口医疗器械的限制措施不适用于国有企业。 ...

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]

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（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。 ...

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]

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 ...

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 ...

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].