Group 1 - The core transaction on November 14 involved a block trade of 30,900 shares of Mindray Medical, with a transaction value of 5.4625 million yuan, at a price of 176.78 yuan, representing a discount of 14.89% compared to the closing price of the day [2][3] - Over the past three months, Mindray Medical has recorded a total of 13 block trades, amounting to a cumulative transaction value of 232 million yuan [2] - The closing price of Mindray Medical on the day of the transaction was 207.70 yuan, reflecting a slight decline of 0.24%, with a daily turnover rate of 0.43% and a total trading volume of 1.08 billion yuan [2] Group 2 - The latest margin financing balance for Mindray Medical stands at 4.114 billion yuan, having decreased by 118 million yuan over the past five days, which is a decline of 2.78% [3] - Mindray Medical was established on January 25, 1999, with a registered capital of 12.124 billion yuan [3]

科创创新药ETF国泰（589720）跟踪的是科创新药指数（950161），单日涨跌幅达20%，该指数从沪深 市场中选取涉及生物制药、化学制药等细分行业中具有创新能力和高成长潜力的上市公司证券作为指数 样本，以反映科技创新驱动的新型药物研发相关上市公司证券的整体表现。 （文章来源：每日经济新闻） 光大证券指出，2025年前三季度医药生物板块实现收入18257.4亿元（同比-1.97%），归母净利润1396.6 亿元（同比-1.59%）；单三季度收入5985.4亿元（同比+0.78%），净利润405.1亿元（同比+7.67%）， 整体毛利率为31.4%（同比-1.4个百分点）。细分领域表现分化：医疗器械和医疗服务板块收入表现靓 丽，其中医疗设备子板块25Q3收入同比+10.65%，国内招标回暖带动头部公司份额提升；医疗服务板块 中CXO子板块25Q3收入同比+10.93%，净利润同比+47.90%，外需增长叠加内需拐点显现推动估值修 复。化学制剂板块25Q3净利润同比+5.05%，主要受益于创新药商业化放量及BD交易首付款。随着宏观 政策转向和产业升级，医药板块投资需聚焦临床价值，看好创新药产业链（BD出海加速） ...

格隆汇11月14日丨天臣医疗(688013.SH)在投资者互动平台表示,公司正在研发的集约式智能手术平台及 执行末端（MA）项目正按计划有序推进中，目前已完成生产线的工艺验证，正在进行严格的产品各项 技术性能验证。 ...

Financial Performance - In the first three quarters of 2025, the company achieved a revenue of CNY 1.556 billion, a year-on-year decrease of 29.13% [1] - Net profit for the same period was CNY 453 million, down 42.75% year-on-year [1] - Operating cash flow was CNY 573 million, exceeding net profit by CNY 120 million, indicating strong cash flow quality [1] - Gross margin stood at 79.59%, while net margin was 29.04%, reflecting robust overall profitability [1] Market Challenges - Revenue decline attributed to reduced industry demand and intensified market competition [2] - Decrease in production led to a smaller reduction in costs compared to revenue, resulting in a 1.72% drop in gross margin [2] - Operating and business expansion costs did not decrease as much as revenue, contributing to a significant drop in net profit [2] Regulatory Impact - New medical service pricing policies for the urological system, effective June 2025, integrated 421 technical projects into 108, with blood purification technologies gaining formal recognition [3] - As of October 21, 2025, 27 provinces have set prices for blood purification services, with 25 provinces already implementing them, indicating potential policy-driven growth [3] Product Pricing Strategy - The company reduced the price of the KHA130 blood purifier to CNY 339 to fulfill social responsibility and respond to market competition [4] - KHA130 accounted for 5.22% of total revenue in the first three quarters of 2025, with minimal impact on overall gross margin [4] Procurement Risks - Main products have not yet been included in centralized procurement, but future inclusion remains a possibility [5] - If included, there could be risks of price declines affecting gross margin and profitability [6] Innovation and Development - The company has developed various products targeting conditions like uremia and liver disease, maintaining industry leadership [7] - There is ongoing exploration into new business areas related to metabolic cardiovascular diseases and health management [7] Shareholder Engagement - The company has implemented multiple measures to return value to shareholders, including a CNY 200 million share buyback in 2022 and a total of CNY 1 billion in buybacks from 2021 to 2024 [8] - Ongoing cash dividends and stock incentive plans reflect confidence in future growth [8]

北京瑞迈特医疗科技股份有限公司 投资者关系活动记录表 编号：2025—017 | □ | 特定对象调研 分析师会议 □ | | --- | --- | | 投资者关系活动 □ | 媒体采访 业绩说明会（电话形式） □ | | 类别 □ | 新闻发布会 √ 路演活动 | | □ | 现场参观 | | □ | 其他 | | 参与单位名称 | 详见附件清单 | | 时间 2025 | 年 11 月 13 日-2025 年 11 月 14 日 | | 地点 | 北京、上海 | | 上市公司接待人 | 副总经理兼董事会秘书：杜祎程 | | 员姓名 | 证券事务代表：刘士岩 | | | 一、公司简要介绍 | | | 公司 年成立，2003 年第一台多导睡眠监测仪上市，2007 2001 | | | 年第一台 年通过 年 CPAP 睡眠呼吸机上市，2008 CE 认证，2012 | | | 通过美国 认证，2016 年 新品牌成立，同年呼吸数据管 FDA BMC | | | 年 月 日公司在深交所创业板上市成功。 理云上线，2022 11 1 | | | 公司专注为 OSA、COPD 患者提供全周期（诊断-治疗-慢病 | ...

从资金流向上来看，当日医疗器械板块主力资金净流出2.02亿元，游资资金净流出3162.95万元，散户资 金净流入2.34亿元。医疗器械板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，11月14日医疗器械板块较上一交易日下跌0.22%，天益医疗领跌。当日上证指数报收于 3990.49，下跌0.97%。深证成指报收于13216.03，下跌1.93%。医疗器械板块个股涨跌见下表： ...

Core Insights - United Imaging recently launched the uSONIQUE series of ultrasound products, marking its further expansion in the medical imaging field after PET/CT, CT, MR, and XR [2] - The new product line includes a full range of ultrasound products from ultra-high-end to economic models, supporting various clinical applications across multiple departments [2] - The company aims to leverage AI technology to redefine ultrasound diagnostics, enhancing efficiency and accuracy in medical treatments [2] Company Overview - United Imaging's ultrasound division president, Lin Feng, emphasized the importance of transitioning ultrasound diagnostics from manual reliance to intelligent autonomy [2] - The chairman of United Imaging, Xue Min, highlighted that ultrasound is a critical area for the company, aligning with its vision of "health for all" and its integrated diagnostic ecosystem [2] Industry Context - The ultrasound sector is currently experiencing a technological transformation driven by a new wave of AI advancements, presenting opportunities for disruptive innovations [2]

| 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-11-14 | 300760 | 迈瑞医疗 | 176.78 | 3.09 | | 546.25 招商证券股份有限 | 申万宏源证券有限 | | | | | | | | 公司深圳蛇口工业 三路证券营业部 | 公司安徽分公司 | 11月14日，迈瑞医疗大宗交易成交3.09万股，成交额546.25万元，占当日总成交额的0.5%，成交价 176.78元，较市场收盘价207.7元折价14.89%。 ...

每经头条（nbdtoutiao）——展望"十五五"|专访财科院院长杨志勇：遏制地方政府新增隐性债务，债务 信息要透明，尽可能降低利息成本 每经AI快讯，万孚生物（SZ 300482，收盘价：21.96元）11月14日晚间发布公告称，公司第五届第十七 次董事会会议于2025年11月14日在公司会议室以现场与通讯相结合的方式召开。会议审议了《关于部分 募投项目重新论证并暂缓实施的议案》等文件。 2024年1至12月份，万孚生物的营业收入构成为：诊断产品占比97.59%，其他占比2.41%。 截至发稿，万孚生物市值为103亿元。 （记者 曾健辉） ...

Core Viewpoint - Dongfang Biological (688298.SH) has recently obtained registration certificates for several medical device products, enhancing its product portfolio in respiratory testing and expanding its market reach domestically and internationally [1] Domestic Medical Device Registration - The company has received a registration certificate for the Mycoplasma pneumoniae antigen detection kit (latex method), with certificate number: National Medical Device Approval 20253402221 [1] International Medical Device Registration - The company has secured registration for multiple antigen detection kits, including: - Influenza A and B antigen detection kit (colloidal gold) - Helicobacter pylori antigen detection kit (feces) - Helicobacter pylori antibody detection kit (whole blood/serum/plasma) - Influenza A antigen detection kit (colloidal gold) - Respiratory syncytial virus antigen detection kit - COVID-19/Influenza antigen detection kit (colloidal gold) - A seven-in-one respiratory test kit for COVID-19/Influenza A and B/RSV/adenovirus/Mycoplasma pneumoniae/human metapneumovirus - A six-in-one respiratory test kit for COVID-19/Influenza A and B/RSV/adenovirus/Mycoplasma pneumoniae - A five-in-one respiratory test kit for COVID-19/Influenza A and B/RSV/adenovirus - A four-in-one respiratory test kit for COVID-19/Influenza A and B/RSV - A two-in-one respiratory test kit for RSV/adenovirus - Certificate number: IVDR792590 [1] Market Expansion - The acquisition of these respiratory joint detection test kits in both domestic and EU markets enriches and enhances the company's product offerings in respiratory testing, facilitating the detection of seasonal respiratory infections and overall market expansion for related products [1]