从奥美医疗十大流通股东角度 截至发稿，储可凡累计任职时间2年94天，现任基金资产总规模62.82亿元，任职期间最佳基金回报 103.17%， 任职期间最差基金回报-30.27%。 11月14日，奥美医疗跌5.1%，截至发稿，报12.66元/股，成交2.81亿元，换手率4.81%，总市值80.17亿 元。 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、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，奥美医疗用品股份有限公司位于湖北省枝江市马家店七星大道18号，成立日期2002年7月24 日，上市日期2019年3月11日，公司主营业务涉及医用敷料等一次性医用耗材的研发、生产及销售。主 营业务收入构成为：外科与伤口护理79.19%，其他类6.62%，感染防护5.05%，高级敷料4.68%，卫生护 理4.46%。 责任编辑：小浪快报 数据显示，永赢基金旗下1只基金位居奥美医疗十大流通股东。医疗器械ETF（159883）三季度新进十 大流通股东，持有股数156.56万股，占流通股的比例为0.35%。根据测算，今日浮亏 ...

Group 1 - The medical device sector is approaching a turning point, with opportunities for performance and valuation recovery in Q4 and 2026 for certain companies [1] - Companies within the sector are expected to experience growth acceleration in 2025 compared to 2024, with some already showing significant increases this year [1] - Long-term investment opportunities in the medical device industry stem from innovation, international expansion, and mergers and acquisitions, with a recognition of the sector's innovative and international capabilities leading to a revaluation [1] Group 2 - Companies with globally competitive innovative products are gradually gaining recognition, and some are achieving high growth in overseas markets through strategic expansion [1] - Focus is recommended on innovative device segments with large market potential and low domestic production rates, as well as themes like brain-computer interfaces, AI in healthcare, and surgical robots [1] - The A-share medical device index has seen a continuous decline over the past four years due to factors like centralized procurement and increased compliance requirements, but has rebounded since the beginning of 2025, indicating a dual recovery in valuation and performance [1] Group 3 - In the third quarter, the medical equipment sector experienced significant year-on-year growth in revenue and net profit, while the IVD sector faced challenges from procurement policies, although some companies showed improved quarter-on-quarter growth [1] - The high-value consumables sector is slowly recovering, while the low-value consumables sector has seen performance decline due to overseas tariffs, though negative impacts are expected to gradually diminish [1] Group 4 - The ChiNext Medical ETF (159377) tracks the Innovation Medicine Index (399275), which has a daily fluctuation limit of 20%, focusing on companies in the innovative drug and biotechnology sectors [2] - The index selects listed companies with high R&D investment and growth potential to reflect the overall performance of innovative companies in the pharmaceutical and biotechnology industry [2]

天眼查App显示，近日，怀化恺森医疗器械有限责任公司成立，法定代表人为赵细英，注册资本100万 人民币，经营范围为许可项目：第三类医疗器械经营。（依法须经批准的项目，经相关部门批准后方可 开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）一般项目：国内贸易代理；第一类 医疗器械销售；第二类医疗器械销售；专业设计服务；信息技术咨询服务；化妆品批发；化妆品零售； 个人卫生用品销售；互联网销售（除销售需要许可的商品）；技术服务、技术开发、技术咨询、技术交 流、技术转让、技术推广；日用口罩（非医用）销售；货物进出口；技术进出口；新材料技术研发；日 用百货销售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

丨证券研究报告丨 [Table_scodeMsg1] 公司研究丨点评报告丨迈瑞医疗（300760.SZ） [Table_Title] 业绩符合预期，收入拐点已现 报告要点 [Table_Summary] 业绩符合预期，收入迎来增长拐点。公司 2025 年第三季度营业收入 90.91 亿元，同比增长 1.53%；经营性现金流 33.51 亿元，同比增长 30.02%，主要是由于国内市场 2025 年上半年设 备招标活动恢复，营业收入同比降幅明显收窄，四季度业绩有望延续环比持续改善的趋势，国 内业务 2026 年有望回归正增长。2025 年第三季度海外市场提速，收入占比超过 50%。2025 年第三季度公司海外收入增长 11.9%，回到双位数增长水平，其中欧洲市场增长 29%。 分析师及联系人 [Table_Author] 彭英骐 徐晓欣 SAC：S0490524030005 SAC：S0490522120001 SFC：BUZ392 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_scodeMsg2] 迈瑞医疗（300760.SZ） cjzqdt11 ...

丨证券研究报告丨 [Table_scodeMsg1] 公司研究丨点评报告丨澳华内镜（688212.SH） [Table_Title] 业绩符合预期，看好 AQ-400 新品放量 报告要点 [Table_Summary] 业绩符合预期，收入拐点已现：2025 年单三季度公司营业收入 1.62 亿元，同比增长 10.37%， 实现单季度收入同比正增长，延续业绩环比改善的趋势；归母净利润-0.15 亿元，同比减少 148.44%，主要是由于产品结构变化导致毛利率有所下降，叠加 2024 年受股份支付费用冲回 影响，利润端基数较高。未来随着医院招标采购持续恢复，公司业务有望回归正常增长路径。 分析师及联系人 [Table_Author] 彭英骐 徐晓欣 SAC：S0490524030005 SAC：S0490522120001 SFC：BUZ392 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_scodeMsg2] 澳华内镜（688212.SH） cjzqdt11111 [Table_Title2] 业绩符合预期，看好 AQ-400 新品放量 [Tabl ...

天眼查App显示，近日，郑州健格医疗器械有限公司成立，法定代表人为赵心坎，注册资本60万人民 币，经营范围为一般项目：第一类医疗器械销售；卫生用品和一次性使用医疗用品销售；第二类医疗器 械销售；机械设备销售；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；仪器仪表 销售；电子产品销售；专用化学产品销售（不含危险化学品）；消毒剂销售（不含危险化学品）；办公 设备销售；汽车销售；日用百货销售；建筑材料销售；日用品销售；服装服饰零售；化妆品零售；鞋帽 零售；计算机软硬件及辅助设备零售；专用设备修理；通用设备修理；电子、机械设备维护（不含特种 设备）；健康咨询服务（不含诊疗服务）；信息咨询服务（不含许可类信息咨询服务）；软件开发（除 依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：第三类医疗器械经营（依法须 经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为 准）。 ...

今日算力硬件股集体回调，截至午间收盘，科创100指数下跌0.2%，科创综指下跌0.8%，科创成长指数下跌1.2%，科创板50指数下跌1.5%。 | 科创板50ETF | | | | | --- | --- | --- | --- | | 跟踪上证科创板50成份指数 | | | | | 该指数由科创板中市值大、流动性 | 截至午间收盘 | 该指数 | 该指数自 | | 好的50只股票组成,"硬科技"龙 | 该指数涨跌 | 滚动市盈率 | 发布以来 | | 头特征显著,半导体占比超65%, | | | | | 与医疗器械、软件开发、光伏设备 | -1.5% | 159.6倍 | 96. | | 行业合计占比近80% | | | | | 科创100ETF易方达 | | | | | 跟踪上证科创板100指数 | | | | | 该指数由科创板中市值中等且流动 | 截至午间收盘 | | | | 性较好的100只股票组成,聚焦中 | 该指数涨跌 | 该指数 滚动市智率 | 该指 | | 小科创企业,电子、医药生物、电 | | | | | 力设备、计算机行业合计占比超 | | | 2023年 | | 80%,其中电子、医药 ...

Core Viewpoint - Jiangxi Pengsheng Medical Equipment Co., Ltd. has been established with a registered capital of 600,000 RMB, focusing on the production and sale of various medical devices and related services [1] Company Overview - The legal representative of Jiangxi Pengsheng Medical Equipment Co., Ltd. is Chen Qi [1] - The company has a registered capital of 600,000 RMB [1] Business Scope - The company is authorized to operate in the following areas: - Class III medical device operation - Class II medical device production - Sale of disinfection equipment [1] - General business activities include: - Sale of Class I and Class II medical devices - Production of Class I medical devices - Sale of disinfectants (excluding hazardous chemicals) - Repair of specialized equipment - Sale of office supplies and hardware products [1] - The company is also involved in: - Development and sale of software and information security software - Wholesale and retail of computer hardware and software - Sale of glass instruments, generators, sports equipment, and various electronic components [1] - Additional services include: - Technical services, development, consulting, and technology transfer - Information technology consulting services [1]

Core Viewpoint - The company has no current plans for mergers or acquisitions [1] Company Summary - On November 14, the company responded to an inquiry on the investor interaction platform, confirming that there are no ongoing merger or acquisition plans [1]

Core Insights - The 2025 China Medical Insurance negotiation has concluded, with the new commercial insurance innovative drug directory set to be implemented on January 1, 2026, featuring 24 out of 121 submitted innovative drugs [3][4]. - The launch of the commercial insurance innovative drug directory marks a significant milestone for China's innovative drug sector, accelerating clinical applications and laying a solid policy foundation for future national plans [3][4]. - The new round of major national projects aims to establish China as a global center for new drug creation and a hub for the biopharmaceutical industry by 2035 [4]. Industry Trends - 2025 is anticipated to be a landmark year for China's innovative drugs, with 50 innovative drugs approved in the first three quarters alone, surpassing the total for 2024 [5]. - Major licensing deals have been signed, including a $1.97 billion agreement between Heng Rui Medicine and Merck, and a $12.5 billion deal with GlaxoSmithKline [5]. - The A-share and Hong Kong stock markets have seen a surge in innovative drug listings and stock price increases, setting new records [5]. Policy and Regulatory Environment - The "14th Five-Year Plan" explicitly supports innovative drugs and medical devices, indicating a strong governmental push for the sector [5]. - The upcoming implementation of stricter regulations for traditional Chinese medicine is expected to drive high-quality development and improve the supply chain [13]. Market Dynamics - The medical device sector has not experienced the anticipated market performance despite new policies aimed at supporting high-end medical devices [11][14]. - The medical device market is under pressure due to factors such as inventory levels and centralized procurement policies, which have affected performance [11][14]. Future Outlook - The innovative drug sector is expected to remain at the forefront globally for the next 5-10 years, driven by strong R&D capabilities and competitive advantages [7][20]. - Emerging technologies, such as non-invasive brain-computer interfaces, are nearing commercialization, with significant developments expected in 2026 [18][19]. - High-value consumables are projected to see accelerated growth in 2026, benefiting from easing centralized procurement policies [16][17]. Investment Considerations - For innovative drug companies, key indicators to monitor include R&D progress, clinical data, and licensing agreements, which reflect global competitiveness [21][22]. - In the medical device sector, performance metrics such as sales revenue and procurement data will be crucial for assessing future growth potential [22].