昨天联手大涨的商业航天和AI应用板块，今天上午，两者走势"分道扬镳"。 商业航天板块大幅波动，在早盘的前7分钟，板块持续下跌，中国卫通、航天发展、航天机电等多只人气股直线跌停。10:35之后，商业航天板块迎来修 复，临近上午收盘，板块拉升，跌幅收窄。 AI应用继续上涨，其中，"AI+制药""AI+医疗"方向走势最强。迪安诊断、中文在线、天龙集团等个股大涨。 此外，保险、油气开采、锂矿等板块上涨。截至上午收盘，上证指数下跌0.03%，深证成指下跌0.31%，创业板指下跌0.83%。 医药股大涨 今天上午，医药股大涨，医疗服务、生物制品等板块涨幅居前。 | | | 医疗服务 21081.59 6.17% | | | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 简况(F10) | 资金 | 板块分 | | 名称代码 | | 最新 | 涨幅 ◆ | 流通市值 | | 诺思格 融 301333 | | 76.48 | 20.01% | 43.7 乙 | | 首板涨停 最终涨停 10:07 | | | | | | 泓博医药 融 301230 | | 56.64 | 20.00 ...

经查，该诊所为沂南永学中医诊所，公告落款的沂南肾脏病研究所为该诊所注册，是一家私人诊疗机构。机构负责人王某学，1950年生，因为不满于一些 就诊者掏少的钱要求很高的服务，从网上下载相关内容在医院内张贴。该言论背离了医者仁心的职业操守和医疗机构医德医风的根本要求。我局对王某学 进行了约谈批评，责令该诊所立即整改。 目前，公告已经撤除。我局将对该诊所持续关注、严格监管，同时加大对全县各类医疗机构的教育管理和监督检查力度，坚决杜绝此类问题发生。 1月12日，山东省临沂市沂南县卫生健康局发布通告： 2026年1月12日下午，网上曝出沂南一私人诊所张贴公告，公告中有"放弃低端患者"等不当言论。县卫生健康局立即成立调查组进行调查处置。 ...

Core Viewpoint - The event "Bai Cao Ying Xue · Twenty-Four Flavors Bookstore" and "Warm Chrysanthemum Moist Winter" aims to promote traditional Chinese medicine (TCM) and health awareness through various interactive activities and free medical consultations, making TCM more accessible to the public [1][6]. Group 1: Event Activities - The event features a "Herbal Identification" area where participants can observe the morphology of Chinese herbs and learn about their medicinal properties [3]. - A "Winter Health Pain Points" chart area provides visual insights into common winter health issues such as exercise misconceptions and dietary mistakes, helping attendees gain practical winter health knowledge [3]. - The "Handmade Warm Winter" creative experience area allows participants to create unique herbal fragrance cards, integrating health concepts with traditional culture [5]. Group 2: Medical Consultations - The "Bai Cao Ying Xue · Health Together" consultation area offers free medical consultations from specialists at Beijing Integrated Traditional Chinese and Western Medicine Hospital, addressing common winter ailments like cough, hypertension, and cold sensitivity [5]. - The hospital aims to bring professional medical resources closer to the community, promoting the concept of "TCM in daily life" [6]. Group 3: Future Plans and Innovations - The hospital plans to continue innovating the "TCM+" service model, extending quality health services to more scenarios and families [6]. - The event also explores modern expressions of TCM culture, including a TCM healing music concert and electronic punk Ba Duan Jin, appealing to younger audiences [6]. Group 4: Lectures and Educational Content - Four lectures are scheduled for the weekend, covering topics such as dietary adjustments for diabetic kidney disease and interventions for internet gaming addiction [7].

Core Viewpoint - The company has achieved significant growth in its investment and asset management sectors, with a focus on capital operation and industrial synergy, leading to a comprehensive financial business chain and substantial increases in revenue and profit [1][22]. Group 1: Financial Performance - Cumulative operating income reached 40.83 billion yuan and total profit was 18.3 billion yuan, reflecting an average annual revenue growth of 30% and a profit increase of 1.6 times compared to the beginning of the period [1]. - The market value of its five Hong Kong-listed companies reached 46.7 billion HKD, an increase of 80.7%, outperforming the Hang Seng Index which rose by 86.6% during the same period [1]. Group 2: Investment and Asset Management - The company has established various investment management platforms and launched several specialized funds focusing on advanced sectors such as smart manufacturing and new energy vehicles [2]. - The number of IPOs in the investment portfolio increased to 166, with notable successes including a company that saw its market value exceed 350 billion yuan on its first day of trading [2]. Group 3: Capital Operations - Hong Kong Shougang has completed 16 capital operations during the "14th Five-Year Plan" period, raising 5.187 billion HKD through various financing methods [4]. - The company has successfully introduced strategic investors to its listed companies, enhancing their profitability and operational performance [4]. Group 4: Financial Services and Technology - The financial company has developed a centralized fund management platform and received approval for an integrated currency fund pool, establishing a global settlement system [6]. - The company has launched an electronic debt certificate for accounts receivable, facilitating financial flows for over 5,300 enterprises [8]. Group 5: Asset Optimization and New Industries - The company has invested 13.65 billion yuan in the Shougang Park project, leading to the establishment of nearly one million square meters of operational space and generating an annual output value of 26 billion yuan [15]. - The company is actively involved in the development of the robotics industry, providing comprehensive financial services and participating in significant events like the World Humanoid Robot Games [12]. Group 6: Healthcare Services - The company has integrated 16 medical institutions, significantly enhancing service levels and operational efficiency, with a projected increase in patient visits by 62% by 2025 [20]. - The establishment of a medical robot demonstration hospital and collaboration with a leading university for medical research commercialization highlights the company's commitment to healthcare innovation [20]. Group 7: Future Outlook - The company aims to leverage its investment and asset management platforms to enhance overall development quality and efficiency, acting as a catalyst for high-quality growth across its industrial sectors [22].

Group 1: AI in Pharmaceuticals - The application of artificial intelligence (AI) in the pharmaceutical sector has progressed beyond early trials to a systematic deployment phase aimed at creating core value [1] - The focus of competition is shifting from mere technical algorithms to how companies can restructure their data, processes, and organizational systems around key R&D and commercialization aspects [1] - Leading institutions are developing specialized AI systems embedded with compliance frameworks to optimize clinical trial management, enhance laboratory efficiency, and improve the timeliness of business decisions [1] Group 2: Small Nucleic Acid Drugs - The small nucleic acid drug industry is expanding its value narrative from breakthroughs in cardiovascular diseases to new areas such as kidney diseases, which is a key growth story for the sector [2] - The core driver of this trend is the anticipated readout of several key clinical data points in 2026, with therapies targeting important pathway targets showing significant potential to reduce proteinuria and stabilize kidney function [2] - The active clinical advancements by international leading companies provide strong concept validation for the entire sector, expected to drive a new wave of R&D focus and commercial collaborations [2] Group 3: JPMorgan Healthcare Conference - The JPMorgan Healthcare Conference serves as a strategic barometer for observing annual trends, gathering hundreds of global biopharmaceutical companies and investment institutions [3] - The participation and visibility of Chinese companies have significantly increased, showcasing China's advancing position in global pharmaceutical innovation [3] - Key topics at the conference revolve around capital allocation and strategic partnerships, with Chinese assets that possess "innovation upgrades" and "cost advantages" attracting considerable attention [3] Group 4: Market Outlook - The outlook for the innovative drug sector remains strong, with significant capital inflow driven by factors such as robust global competitiveness of Chinese innovations and ongoing domestic policy support for innovative drugs and commercial insurance [3] - The commercial profitability of leading biotech companies is improving, and the sector is characterized by low valuation advantages [3] - The CXO sector is expected to have a positive outlook leading up to 2026, while the medical device sector may see a recovery in the second half of the year, with bright spots in specific segments of medical services [3]

1月13日，三大指数宽幅震荡，创业板指冲高回落，盘中一度跌超1%。截至午盘收盘，沪指跌0.03%， 深成指跌0.31%，创业板指跌0.83%。 值得注意的是，继昨日市场成交逾3.64万亿，刷新A股单日成交额新纪录后，今日沪深两市半日成交额 2.44万亿，较上个交易日放量1283亿。 目前，市场最担心的是成交量持续放大之后的调整风险。梳理发现，A股历史上连续超3万亿的情况， 主要集中在2024年10月和2025年8-9月。 ①2024年10月8日（3.48万亿元）天量成交后，市场经历了剧烈的震荡与回调； ②2025年8-9月市场上3万亿成交后，沪指逼近3900点，但冲高回落出现放量滞涨，多空博弈激烈，市场 分歧加剧。 热门板块 1、AI应用领涨市场 AI应用概念延续强势，十余只成分股涨停，引力传媒、利欧股份、省广集团涨停。 2、医疗概念反复活跃 医疗概念反复活跃，美年健康、迪安诊断双双3连板，泓博医药20cm涨停。 点评：中泰证券认为，CRO、CDMO行业内外需共振，供给端逐步出清。CRO、CDMO板块自2024Q4 海外降息周期开启带来投融资逐步恢复、2025Q2地缘谈判带来悲观预期改善、2025年以来国内创 ...

Core Viewpoint - The three major indices in the A-share market experienced fluctuations, with the Shanghai Composite Index closing at 4163.84 points, a slight decrease of 0.03% [1] Market Performance - The Shenzhen Component Index closed at 14321.80 points, down by 0.31% - The ChiNext Index ended at 3360.23 points, reflecting a decline of 0.83% [1] Sector Performance Top Performing Sectors - Medical Services: Increased by 6.17%, with a total trading volume of 1616.62 million hands and a net inflow of 402.10 billion - Precious Metals: Rose by 4.97%, with a trading volume of 667.32 million hands and a net inflow of 128.99 billion - Gaming: Gained 4.49%, with a trading volume of 2482.19 million hands and a net inflow of 421.82 billion [1] Underperforming Sectors - Military Equipment: Decreased by 5.18%, with a trading volume of 3291.08 million hands and a net outflow of 12.89 billion - Military Electronics: Fell by 4.37%, with a trading volume of 3016.40 million hands and a net outflow of 8.01 billion - Other Electronic Equipment: Declined by 2.39%, with a trading volume of 913.84 million hands and a net outflow of 20.67 billion [1]

Market Overview - The three major A-share indices collectively adjusted, with the Shanghai Composite Index down 0.03% to 4163.84 points, the Shenzhen Component Index down 0.31%, and the ChiNext Index down 0.83% [1] - The North Stock 50 Index decreased by 0.27% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 24,684 billion yuan, an increase of 1,360 billion yuan compared to the previous day, with over 2,800 individual stocks declining [1] Sector Performance - Precious metals prices reached historical highs, leading to a significant increase in the precious metals sector [1] - The medical services, gaming, and CRO (Contract Research Organization) sectors showed notable gains [1] - Several companies issued risk warning announcements, resulting in a widespread decline in commercial aerospace stocks [1] - The military equipment, controllable nuclear fusion, and CPO (Contract Production Organization) sectors experienced the largest declines [1] Individual Stock Highlights - The new "Yi Zhongtian" continued to perform strongly, with "Yidian Tianxia" and "Tianlong Group" achieving three consecutive trading limit increases [1] - "Chinese Online" saw a rise of over 14% [1]

数据显示，广发基金旗下1只基金位居塞力医疗十大流通股东。广发医疗保健股票A（004851）三季度 新进十大流通股东，持有股数122.36万股，占流通股的比例为0.58%。根据测算，今日浮盈赚取约 182.31万元。连续3天上涨期间浮盈赚取593.43万元。 广发医疗保健股票A（004851）成立日期2017年8月10日，最新规模51.85亿。今年以来收益10.14%，同 类排名1178/5517；近一年收益25.72%，同类排名3223/4203；成立以来收益93.3%。 广发医疗保健股票A（004851）基金经理为吴兴武。 1月13日，塞力医疗涨5.12%，截至发稿，报30.58元/股，成交8.62亿元，换手率14.09%，总市值64.28亿 元。塞力医疗股价已经连续3天上涨，区间累计涨幅20.01%。 资料显示，塞力斯医疗科技集团股份有限公司位于湖北省武汉市东西湖区金山大道1310号，成立日期 2004年2月23日，上市日期2016年10月31日，公司主营业务涉及医疗检验集约化营销及服务业务、体外 诊断产品的代理以及自主体外诊断产品的研发、生产和销售。主营业务收入构成为：IVD业务39.91%， SPD业 ...

1月13日，医药板块整体表现活跃，数据显示，医疗服务、生物制品、医药商业、化学制药等板块涨幅 居前。 截至记者发稿，个股中，诺思格（301333）、泓博医药（301230）、博济医药（300404）、华人健康 （301408）等多只个股"20CM"涨停，澳洋健康（002172）、百花医药（600721）、美年健康 （002044）等多只个股"10CM"涨停，嘉和美康、成都先导、药明康德（603259）、安必平、卫宁健康 （300253）、药石科技（300725）等多股跟涨。 湘财证券指出，医保支付层面的突破为商业化注入确定性，脑机接口服务收费立项逐步推广，减轻患者 负担的同时调动医疗机构积极性。消费级应用亦开始探索，如脑控智能家居、脑电驾驶辅助等。中长期 看，脑机接口与 AI、人形机器人的协同可能开辟新增长极。 上市公司业绩方面，创新药企业的业绩表现亮眼。1月12日，药明康德发布2025年度业绩预告，预计归 属于上市公司股东的净利润为191.51亿元，同比增长约102.65%。 北京止于至善投资管理有限公司总经理何理对《证券日报》记者表示，从基本面来看，预计会有更多创 新药企业扭亏为盈，财务显著改善。国内创新 ...