Core Viewpoint - Recently, JianShi Technology (09877) has been awarded the "2025 Excellent Domestic Medical Device Consumables Selection" for its transcatheter aortic valve replacement system, highlighting its recognition in the medical device industry [1] Group 1: Product Features - The Ken-Valve transcatheter intervention replacement system is designed for severe aortic regurgitation (or combined stenosis), featuring an original design that adapts to a wide range of complex anatomical structures [1] - The device enhances operational safety and flexibility during procedures, significantly reducing instrument operation time, which has gained broad recognition from practitioners and the market [1] - The availability of large sizes (29mm, 31mm, and 33mm) addresses the treatment needs of patients with large annuli that are currently unmet in the market [1] Group 2: Market Position and Strategy - The device is also applicable for patients with complex anatomical challenges, such as those with extreme angulation [1] - The company is actively promoting the commercialization of this product, aiming to meet the urgent clinical needs of a wide range of underserved patients [1]

Core Viewpoint - Recently, JianShi Technology (09877) has received recognition for its transcatheter aortic valve replacement system, Ken-Valve, as a recommended product in the "2025 Yangtze River Delta Excellent Domestic Medical Equipment and Consumables Selection" for medical consumables [1] Group 1: Product Features - The Ken-Valve system is designed for severe aortic regurgitation (or combined stenosis) and features an original design that adapts to a wide range of complex anatomical structures [1] - The device enhances operational safety and flexibility during procedures, significantly reducing instrument operation time, which has gained broad recognition from practitioners and the market [1] - The availability of large sizes (29mm, 31mm, and 33mm) addresses the treatment needs of patients with large annuli that are currently unmet in the market [1] Group 2: Market Position and Strategy - The device is also applicable for patients with complex anatomical challenges, such as those with extreme angulation [1] - The company is actively promoting the commercialization of this product, aiming to meet the urgent clinical needs of a wide range of underserved patients [1]

周一（11月17日）早盘，A股医疗板块延续调整，龙头股普跌，药明康德、联影医疗、爱美客等齐跌超 1%，泰格医药、福瑞股份跌逾4%。 A股最大医疗ETF（512170）一度跌近2%创3个月新低，盘中失守半年线！与此同时，场内溢价持续走 阔，实时成交额逾4.9亿元超上日全天，综合来看，或有巨量资金逢跌进场。值得一提的是，此前 512170每每靠近半年线附近，往往吸引资金逆市"抄底"。 掘金医疗估值洼地，配置认准医疗ETF（512170）——最新规模超258亿元，是全市场规模最大的医药 医疗类ETF，极具行业代表性与风向标意义。聚焦"医疗器械+医疗服务"，CXO权重超26%，兼顾医 美、民营医院、医疗信息化等领域龙头。场外联接基金（A类 162412 / C类 012323）。 注：根据沪深交易所数据，截至 2025.11.10 ，医疗 ETF 规模 258 亿元，在全市场医药类 ETF 中规模最大 （ 1/50 ）。风险提示：医疗 ETF 及其联接基金被动跟踪中证医疗指数，该指数基日为 2004.12.31 ，发布 于 2014.10.31 。指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来 ...

11月17日，英科医疗跌5.05%，截至发稿，报37.42元/股，成交3.21亿元，换手率1.81%，总市值245.02 亿元。 资料显示，英科医疗科技股份有限公司位于山东省淄博市临淄区齐鲁化学工业园清田路18号,香港湾仔 皇后大道东248号阳光中心40楼，成立日期2009年7月20日，上市日期2017年7月21日，公司主营业务涉 及涵盖个人防护、康复护理、其他产品三大板块。主营业务收入构成为：个人防护类91.47%，康复护 理类4.75%，其他产品3.77%。 财通医药健康混合A（018937）成立日期2024年3月27日，最新规模5047.05万。今年以来收益14.86%， 同类排名5206/8213；近一年收益13.41%，同类排名5016/8130；成立以来收益14.15%。 财通医药健康混合A（018937）基金经理为骆莹。 截至发稿，骆莹累计任职时间4年130天，现任基金资产总规模5857.42万元，任职期间最佳基金回报 13.92%， 任职期间最差基金回报-34.32%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标 ...

智通财经APP获悉，中信建投发布研报称，短期来看，随着政策缓和、集采出清、新产品新业务拓展和 出海布局，预计26年多家医疗器械龙头公司迎来业绩拐点，建议把握业绩估值修复投资机会，以及脑机 接口、AI医疗等医疗新科技方向投资机会。医疗器械板块的长期投资机会来自创新、出海和并购整 合，板块的创新性和国际化能力逐步得到认可、估值正在被重估。 低值耗材：展望2026年，预计国内业务将保持平稳增长;随着企业海外产能陆续投产及中美关税形势缓 和，海外产能释放贡献业绩增量。 家用医疗器械：2026年行业有望延续平稳增长趋势，国内家用医疗器械龙头有望通过自建团队、投资并 购等方式持续加快国际化步伐。 风险提示：招采及控费政策严于预期、行业竞争激烈程度强于预期、器械审批进度不及预期，外部环境 变化难以判断。 中信建投主要观点如下： 医疗设备及上游：今年招标大幅改善，2026年的招标景气度需根据政策来判断，各公司情况有所分化， 部分龙头公司有望收入稳定增长或提速改善。医疗设备上游部分公司在新业务、新订单、新客户的驱动 下，有望加速增长。 高值耗材：受集采政策落地执行时间差异等因素的影响，板块内部公司的业绩拐点出现时间节点先后有 ...

中化新网讯 11月11日，由中国工业气体工业协会(下称中国气体协会)主办的中国氧健康促进委员会成立 大会在成都举行。 中国氧健康促进委员会(下称氧促会)主席、北京科技大学教授刘应书说："智能供氧技术逐步发展，家 用制氧、高原供氧和平原供氧领域已显现活力，但目前供氧行业存在标准规范不全、产品服务质量较差 等问题，催生氧促会成立。" 刘应书强调，氧促会将坚持打基础、编标准、做宣传、架桥梁，对我国家用制氧机生产企业产能等进行 摸底，掌握现有生产容量，支持并推进氧健康的设备、技术研发，推动行业技术与装备进步，健全并开 展行业职业能力水平评价，促进氧健康产业快速发展，增强国民氧健康认知，提高国民健康水平。 中国气体协会常务副理事长、氧促会秘书长洑春干表示，"加快建设健康中国，加强慢性病综合防控， 积极应对人口老龄化"是党的二十届四中全会提出的新要求;而氧气对人体健康具有重要作用，氧促会的 成立希望可以为医养结合、促进健康中国建设贡献力量。 "作为氧健康行业下游配件生产商，我很开心能够看到氧促会成立，希望未来可以为促进行业和产业链 的健康发展贡献绵薄之力。"江苏新克医疗器械有限公司总经理瞿海波说道。 此外，多位与会专家还 ...

Group 1 - Lidman shares increased by 5.5% on November 17, reaching 9.59 CNY per share, with a trading volume of 263 million CNY and a turnover rate of 5.36%, resulting in a total market capitalization of 5.217 billion CNY [1] - The stock price of Lidman has risen for six consecutive days, with a cumulative increase of 18.98% during this period [1] - Lidman, established on November 5, 1997, and listed on February 16, 2012, specializes in in vitro diagnostic reagents, diagnostic instruments, and biochemical raw materials, with the revenue composition being 67.84% from in vitro diagnostic reagents, 14.17% from diagnostic instruments, 13.21% from other sources (such as property leasing/management), and 4.78% from biochemical raw materials [1] Group 2 - Among Lidman's top ten circulating shareholders, a fund under Yongying Fund is included, and the Medical Device ETF (159883) entered the top ten shareholders in the third quarter, holding 2.0113 million shares, which is 0.37% of the circulating shares [2] - The Medical Device ETF (159883) has generated a floating profit of approximately 1.0056 million CNY today and a total floating profit of 2.9164 million CNY during the six-day increase [2] - The Medical Device ETF was established on April 22, 2021, with a current scale of 4.73 billion CNY, yielding 9.67% year-to-date, ranking 3702 out of 4216 in its category, and 1.7% over the past year, ranking 3689 out of 3956, while it has incurred a loss of 46.82% since inception [2] Group 3 - The fund manager of the Medical Device ETF (159883) is Shu Kefa, who has been in the position for 2 years and 97 days, managing a total fund size of 6.282 billion CNY [3] - During Shu Kefa's tenure, the best fund return was 103.17%, while the worst return was -30.27% [3]

东科创资本生物医药早期项目投资人邹敬洁表示：安欣医疗团队兼具跨学科技术积累与扎实的产业化能 力，精准锁定妇科宫内疾病的临床诊疗难点，通过医工深度融合，持续完善妇科整体解决方案，并已构 建起覆盖高端设备、配套耗材、技术转化与市场应用的全链条创新生态。同时，安欣医疗积极借助高水 平专业赛事深化临床教育，在树立国产品牌形象的基础上，依托成熟的销售网络，推动市场纵深布局。 东莞松山湖投资安欣医疗，是东莞科创金融集团深入贯彻落实东莞市"8+8+4"现代化产业体系战略、加 快培育生物医药与大健康战略性新兴产业集群的投资举措之一，对进一步完善东莞松山湖医疗器械产业 梯度生态具有重要意义。 投资界11月17日消息，近日，广东安欣医疗科技有限公司（以下简称"安欣医疗"）宣布完成千万级人民 币天使轮融资，本轮由海愿资本领投，东科创资本跟投，江畔资本担任独家长期财务顾问。本轮融资资 金将主要用于公司核心产品的注册报批、生产体系与经销商网络升级，以及专家推广体系建设，进一步 巩固公司在妇科微创诊疗领域的竞争优势。 针对本轮融资，安欣医疗创始人兼CEO刘磊表示：感谢海愿资本、东科创资本的投资，以及江畔资本 的支持。本轮融资，是资本对女 ...

1家主板公司拟上会 振石股份是一家主要从事清洁能源领域纤维增强材料研发、生产及销售的国家级高新技术企业。 证券时报·数据宝统计，根据深交所、上交所、北交所上市委会议公告，本周（11月17日—11月21日） 将有5家企业首发事项上会。 从拟上市板来看，易思维拟科创板IPO；振石股份拟沪市主板上市；爱得科技、兢强科技等3家企业拟 北交所IPO。 拟募资额方面，本周即将上会的5家企业中，拟募集资金最多的是振石股份，预计募集资金39.81亿元， 募资拟投向玻璃纤维制品生产基地建设项目、复合材料生产基地建设项目、西班牙生产建设项目、研发 中心及信息化建设项目等项目。其次是易思维、通领科技，拟募资金额分别为12.14亿元、4.11亿元。地 域分布看，本周即将上会企业中，浙江省有2家企业上榜，安徽省、江苏省、上海市分别有1家企业上 榜。 兢强科技主要从事电磁线的研发、生产及销售，是国内主要的铝基电磁线产品供应商之一，主要产品为 漆包铝线。 爱得科技主要从事以骨科耗材为主的医疗器械的研发、生产与销售。（数据宝） 将于本周上会的IPO公司 | 简称 | 会议日期 | 拟上市板 | 拟发行数量（万 | 拟募资金额（亿 | 注册 ...

Group 1 - The core viewpoint of the news is that Maipu Medical has shown a significant increase in stock price and trading volume, indicating strong market interest and activity [1] - As of November 14, Maipu Medical's financing balance reached 68.63 million yuan, accounting for 1.45% of its market capitalization, which is above the 80th percentile of the past year [1] - The company reported a net financing outflow of 1.41 million yuan on November 14, with a total financing buy of 3.33 million yuan and a repayment of 4.73 million yuan [1] Group 2 - For the period from January to September 2025, Maipu Medical achieved operating revenue of 249 million yuan, representing a year-on-year growth of 30.53% [2] - The net profit attributable to the parent company for the same period was 75.85 million yuan, reflecting a year-on-year increase of 43.65% [2] - The number of shareholders decreased by 2.36% to 6,043, while the average circulating shares per person increased by 2.52% to 9,272 shares [2] Group 3 - Since its A-share listing, Maipu Medical has distributed a total of 85.80 million yuan in dividends, with 79.20 million yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders saw a change, with Southern Medicine Health Flexible Allocation Mixed A (000452) exiting the list [3]