业绩简述 2025 年 7 月 14 日，公司发布 2025 年半年度业绩预告，预计 2025 上半年实现收入 7.08 亿元~7.87 亿元，同比-10%~0%；归母净利润 3.04 亿元~3.61 亿元，同比-25%~-11%。 从单 Q2 情况来看，预计实现收入 3.76 亿元~4.55 亿元，同比 -12%~+6%；归母净利润 1.74 亿元~2.31 亿元，同比-21%~+6%。 经营分析 同比增速受到价格调整影响，单季度环比实现快速恢复。国内市 场由于 24 年下半年市场环境变化，公司部分产品价格及推广策略 调整，部分产品毛利率降低，短期业绩出现一定压力。但公司 Castor分支型主动脉覆膜支架、Minos腹主动脉覆膜支架、Reewarm PTX 药物球囊扩张导管等核心产品持续发力，新产品 Talos 直管型 胸主动脉覆膜支架系统及Fontus分支型术中支架系统入院家数及 终端植入量均增长较快，Q2 单季度业绩环比实现快速恢复。 研发项目顺利推进，多款产品取得关键突破。公司创新研发的全 新一代 Cratos 分支型主动脉覆膜支架系统上市并实现临床植入； Tipspear 经颈静脉肝内穿刺套件获批上 ...

Core Viewpoint - The article discusses the implications of the EU's recent ban on Chinese medical device participation in its procurement processes, highlighting the rapid growth of China's medical device industry and the potential for retaliatory measures from China [3][4]. Summary by Sections EU-China Medical Trade Dynamics - In 2024, the trade scale of medical devices between China and the EU is projected to be $37.04 billion, with China importing $28.04 billion (a 6.09% decrease year-on-year) and exporting $9 billion (a 12% increase) [5]. Product Composition and Market Trends - China's exports of high-end medical equipment to the EU have seen significant growth, with endoscopes increasing by 294% over four years. Advanced models like 7.0T MRI and 640-slice CT are gaining market share in Germany and France due to competitive pricing [6]. - Despite the EU being China's largest source of medical device imports, the market share of foreign brands is declining as domestic brands gain traction [6]. Rise of Domestic Brands - The domestic market for MRI machines has reached a localization rate of 35.1% in 2024, with CT machines seeing significant increases in installation rates in tertiary hospitals. Domestic brands have reduced PET-CT examination costs by approximately 25% [8]. - By early 2025, about 70% of medical linear accelerators approved by the National Medical Products Administration are domestically produced, showcasing the rapid advancement of local manufacturing capabilities [8]. Factors Supporting Domestic Growth - The rise of domestic brands is attributed to favorable policies like "Made in China 2025," which mandates the application of domestic medical devices in public hospitals. Regulatory support for emerging technologies has also accelerated domestic innovation [11]. - Domestic medical devices are iterating faster than imports, with significant advancements in technology and design tailored to local needs [12]. Innovations and Future Prospects - China is leading in brain-computer interface technology and surgical robotics, with unique innovations such as five-arm robots and non-inflated surgery techniques [13]. - The article emphasizes the potential for Chinese medical devices to become a global benchmark, driven by a large domestic market and rapid technological advancements [14].

南卫股份（603880）公告，公司2025年半年度净利润为负值。预计2025年半年度归属于母公司所有者的 净利润为-1600万元到-1200万元，归属于母公司所有者的扣除非经常性损益后的净利润为-1800万元 到-1400万元。公司部分产品原材料价格上涨，导致成本增加。受国际贸易政策、地缘政治及物流运输 等因素影响，导致部分产品订单受限，对收入和利润产生较大影响。 ...

据查阅，可孚医疗于2009年成立，致力于为用户提供医疗健康产品和一站式解决方案，拥有近万个型号及规格的产品，覆盖健康监测、康复辅具、 呼吸支持、医疗护理及中医理疗五大领域，现已发展为集研发、生产、销售和服务为一体的全生命周期个人健康管理企业。 业绩方面，2022年至2024年，可孚医疗营收分别为29.77亿元、28.54亿元、29.83亿元，归母净利润分别为3.02亿元、2.54亿元、3.12亿元。 进入2025年一季度，可孚医疗营收为7.38亿元，同比下降8.59%；归母净利润分别为9142.51万元，同比下降9.68%。 张敏及聂娟为夫妻关系，是可孚医疗的实际控制人。目前，张敏现任械字号投资执行董事，可孚医疗董事长、总裁；聂娟现任械字号投资总经理。 东方财富数据显示，2020年至2024年，张敏从可孚医疗获得的薪酬分别为38.09万元、37.73万元、49.34万元、49.36万元、135.0万元。其中，2024年 薪酬同比增长173.5%。 | | 2020-12-31 | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | | --- | --- | ...

Core Points - The European Union (EU) has extended the suspension period for countermeasures against U.S. tariffs until early August in response to President Trump's threat of a 30% tariff on EU imports starting August 1 [1][4] - EU Commission President Ursula von der Leyen emphasized the importance of negotiations, stating that if no agreement is reached, the EU will prepare countermeasures [3][5] - French President Emmanuel Macron expressed strong opposition to the U.S. tariffs and called for the EU to demonstrate its commitment to defending its interests [4][5] Trade Relations - The total trade in goods and services between the EU and the U.S. is projected to reach €1.7 trillion in 2024, averaging €46 billion daily [7] - In 2024, the EU is expected to export €531.6 billion worth of goods to the U.S. while importing €333.4 billion, resulting in a trade surplus of €198.2 billion [7] - The EU's exports to the U.S. have increased by 5.5% compared to 2023, while imports have decreased by 4.0% [7] Negotiation Dynamics - Trump's administration is focused on reducing the trade surplus the EU has with the U.S., which is seen as a key objective behind the tariff threats [7][10] - The EU is exploring various trade relationships and is seeking to diversify its trade partnerships beyond the U.S. [10] - Macron's statements reflect the voice of EU member states, emphasizing the need for a united front against U.S. trade policies [6][5]

Group 1 - The core viewpoint is that brain-computer interface technology is a cutting-edge development direction globally, with Beijing making significant progress in the innovation and transformation of medical devices based on this technology [1] - The National Medical Products Administration (NMPA) will continue to closely monitor the research and development progress of medical devices in the brain-computer interface field [1] - The NMPA plans to collaborate with relevant departments to introduce supportive measures and provide targeted solutions to facilitate the market launch of brain-computer interface-based medical devices in China [1]

Group 1 - The construction projects in the Lingang area are progressing rapidly, contributing to high-quality development in the region [1] - The Haiwei Electronic Technology (Weihai) Co., Ltd. project focuses on providing irradiation sterilization services for medical devices and food, filling a gap in the local market [2][4] - The project was facilitated by a business-to-business approach, where Saiwei Medical acted as a bridge to connect with Shanghai Xinhaiwei Technology Co., Ltd. [4][6] Group 2 - The project has received strong support from government departments, significantly speeding up the approval process for environmental assessments [6] - Haiwei Electronic Technology is set to introduce advanced irradiation equipment, aiming to establish a leading irradiation center in the country by the end of the year [6] - The Lingang area is enhancing its business environment to attract more projects, which is expected to drive economic growth [10] Group 3 - The Wangtian Apple Industry Integration Development Demonstration Base project is under construction, focusing on modern apple cultivation and processing [7][9] - The project has a total investment of approximately 130 million yuan and aims to create an intelligent sorting center for apples [9] - The introduction of a dual-channel intelligent sorting system will improve the quality control of apples, potentially increasing sales revenue by 1 to 2 yuan per kilogram [9][10]

Core Viewpoint - The company, Dabo Medical Technology Co., Ltd., is forecasting a significant increase in net profit for the first half of 2025, driven by product innovation and strategic international development [1][2]. Financial Performance Summary - The expected net profit for the reporting period (January 1, 2025, to June 30, 2025) is projected to be between 230 million to 250 million yuan, representing a year-on-year growth of approximately 66.37% to 80.84% [1][2]. - The net profit attributable to shareholders is expected to be between 230 million to 250 million yuan, compared to 138.24 million yuan in the same period last year [1]. - The basic earnings per share are forecasted to be between 0.5657 yuan to 0.6148 yuan, up from 0.3339 yuan per share in the previous year [1]. Business Development Factors - The company attributes its performance improvement to the new growth norm following the centralized procurement of consumables, alongside a commitment to product innovation and technical services [2]. - The company has incurred approximately 25 million yuan in equity payment expenses during the reporting period [2].

（二）业绩预告情况 经公司财务部门初步测算，预计 2025 年上半年度实现营业收入 70,845.72 万元到 78,717.47 万元，与上年同期（法定披露数据）相比，将减少 7,871.75 万 元到 0.00 万元，同比减少 10.00%到 0.00 %。 预计 2025 年上半年度实现归属于母公司所有者的净利润为 30,354.00 万元到 万元，同比减少 24.78%到 10.52%。 （三）本次业绩预告未经注册会计师审计。 二、上年同期业绩情况 润 40,352.36 万元。 证券代码：688016 证券简称：心脉医疗 公告编号：2025-029 上海微创心脉医疗科技（集团）股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 支型主动脉覆膜支架系统上市并实现临床植入；Tipspear®经颈静脉肝内穿刺套 件获批上市。Hector®胸主动脉多分支覆膜支架系统正式获批进入国家药品监督 管理局（NMPA）创新医疗器械特别审查程序，该产品用于微创伤介入治疗累及 主动脉 ...

2025年7月8日，医疗科技公司 Comphya SA 宣布， 已完成一轮超额认购的 A 轮融资， 使公司自成立以来的累计股权融资总额达到 750 万瑞士法郎（约6700万元人 民币） 。 此轮融资将用于加速其核心产品 CaverSTIM 的全球临床开发，这是一款针对药物治疗无效勃起功能障碍（ED）患者的创新型可植入神经刺激系统。 # 市场概况 随着全球临床项目的推进，Comphya 正迈向下一个关键里程碑：在美国开展关键性临床试验，以及扩大澳大利亚试验规模。Comphya 首席执行官 Pim van Wesel 表 示："投资者的持续支持是对我们技术和市场潜力的巨大肯定。我们正在进入发展的新篇章，目标是为前列腺癌治疗后遭遇勃起功能障碍的患者提供变革性解决方 案。" 勃起功能障碍（ED）在全球男性群体中影响甚广。据统计， 全球约有 3.2 亿男性 面临不同程度的ED，其中相当比例对常用的口服药物（如西地那非或他达拉非） 反应不佳。 系统组成 CaverSTIM 包括三大主要组件： 60-80% 的前列腺癌根治术（如前列腺切除术）患者因术中神经损伤出现ED。 现有治疗方式如阴茎注射、假体植入等，存在侵入性大、疼 ...