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股价异动大涨!微创医疗拟将CRM业务并入心通医疗,影响几何?
Sou Hu Cai Jing· 2025-07-17 08:08
其中,心通医疗一度跳空高开飙升近21%,但此后出现回落,截至发稿时间股价涨幅超过6%。 值得一提的是,心通医疗股价的异动上涨除了板块因素外,也和微创医疗(00853.HK)考虑将CRM业务并入心通医疗这则消息有关。 事实上,曾入选港股百强榜单的微创医疗也在今日出现异动,股价一度跳涨近7%。 微创医疗拟将CRM业务并入心通医疗 7月17日,生物医药B类股再度迎来普涨行情,三叶草生物-B(02197.HK)、科伦博泰生物(06990.HK)、心通医疗-B(02160.HK)等多股异动上涨。 其中,附属公司心通医疗是中国领先的结构性心脏病领域创新医疗器械企业,起源于2009年成立的瓣膜预研项目。 目前,心通医疗自主研发的经导管主动脉瓣植入(TAVI)系列及其手术配套产品已成功登陆全球20余个国家和地区的700余家核心医院,其中VitaFlow Liberty®经导管主动脉瓣膜及可回收输送系统于2024年成为国内首款自主研发并获欧盟CE认证的TAVI系统。 此外,心通医疗亦通过自主研发及与全球合作伙伴的共同研发,建立了涵盖经导管主动脉瓣、经导管二尖瓣、经导管三尖瓣和手术配件,以及左心耳 封堵器等产品的战略性研发布局。 ...
美敦力臧晶:聚焦本土长期主义发展 共绘医疗创新蓝图
Ren Min Wang· 2025-07-17 07:03
Core Insights - The third China International Supply Chain Promotion Expo was held in Beijing from July 16 to 20, showcasing Medtronic's innovative products and solutions [1] - Medtronic's acquisition of Kangdi in 2019 has positioned it as a core engine for local value chains in China, enhancing its global innovation capabilities [1][4] - Medtronic's local innovation, exemplified by the "Chuangshi Electric Kiss" product, has rapidly penetrated over 500 hospitals in China and entered global markets within a year [1] Group 1 - Medtronic has nearly 7,000 supply chain partners in China, forming a close cooperation ecosystem that supports local manufacturing and global supply [4] - The company has established a "two-hour efficient response circle" in the Yangtze River Delta, promoting a three-dimensional collaboration breakthrough in cost, quality, and delivery [4] - Medtronic aims to integrate clinical needs with research and production, creating a collaborative chain that benefits both Chinese patients and global markets [4] Group 2 - Medtronic's "One Surgical" strategy focuses on integrating technology, processes, and resources to enhance surgical efficiency and patient outcomes [5] - The company plans to increase investments in China across R&D, production, and talent, transitioning from an "innovative technology exporter" to a "local ecosystem builder" [5] - Medtronic's commitment to local innovation and collaboration aims to contribute significantly to the development of healthcare both in China and globally [5]
广东省药品监督管理局发布2025年6月医疗器械注册质量管理体系核查结果
| | 圳)有限 | | | 通 | | | --- | --- | --- | --- | --- | --- | | | 公司 | | | 过 核 | | | | | | | 查 | | | | 智驭医疗 | | | 整 改 | | | CQX2500066 | 科技(广 | 颅内血栓抽吸导管 | 珠海市香洲区唐家湾镇科技七路1号珠海中电高科技产业园4栋1-B单元(委托生产),珠 海市高新区唐家湾镇科创东路65号1栋4层(委托生产),珠海市唐家湾镇科技七路1号珠 | 后 通 | 2025/6/20 | | | 州)有限 公司 | | 海中电高科技产业园2栋203单元(委托生产) | 过 | | | | | | | 核 查 | | | | | | | 整 改 | | | | 深圳市辰 纳生物科 | 甲胎蛋白(AFP)测定 | | 后 | | | CSZ2500048 | 技有限公 | 试剂盒(化学发光法) | 深圳市南山区桃源街道塘长路2235号田寮工业A区9栋东座701、708、709 | 通 | 2025/6/23 | | | 司 | | | 过 核 | | | | | | | 查 | | | | | ...
首届超声医学前沿应用及人工智能创新大赛在成都未来医学城举行
Mei Ri Jing Ji Xin Wen· 2025-07-17 06:48
7月15日,首届超声医学前沿应用及人工智能创新大赛决赛在成都东部新区未来医学城落幕。决赛上, 来自复旦大学、北京航空航天大学、上海科技大学、深圳市人民医院、四川大学华西医院、北京京东方 健康科技有限公司等知名高校及龙头医疗企业的9支团队携项目展开激烈角逐,路演现场智慧激荡、亮 点纷呈,共同勾勒出超声医学与人工智能融合发展的前沿图景。 答辩环节,国内超声领域专家评委针对各团队产品特点提出的问题专业犀利、直指核心,对参赛者的临 场反应和综合能力十分具有挑战性。同时参与评审的还有来自北极光、元生创投的相关负责人,对参赛 团队进行创业辅导及投资咨询。最终专家评委从项目创新性、可行性、市场前景等多维度评估,评选出 大赛的一等奖1名,二等奖3名,三等奖5名。现场为获奖团队及此前评选出的研究突破奖、基层医疗模 范奖、人工智能融合创新奖及17个优秀奖颁奖。 据了解,对于将高性能医疗器械、高端医疗消费、前沿生物技术作为主赛道的成都未来医学城来说,本 次大赛与园区发展方向密切相关,是继第八届"创客中国"医疗器械中小企业创新创业大赛后,落地园区 的第二个全国性赛事,也是园区推动产业要素加速集聚,深化"立园满园"攻坚行动的重要表现。 ...
专访强联智创秦岚:手术机器人破局“大小医生”鸿沟,神经介入走向基层
Bei Jing Shang Bao· 2025-07-17 06:39
"同一品牌的手术支架,专家操作成功率可达70%,普通医生仅50%。"强联智创(北京)科技有限公司(以下简 称"强联智创")创始人、董事长兼总经理秦岚在接受北京商报记者专访时,向记者描述神经介入手术的残酷现实 ——在脑动脉瘤等生死攸关的手术中,材料相同,效果却天壤之别。 过去十年,中国神经介入医生从几十人扩至数千人,但顶尖专家仍屈指可数。三维空间想象力和复杂血管塑形技 术构筑了难以逾越的壁垒。医生们深陷反复试错循环:导管塑形不理想,退出重来;术中导管支撑不稳,材料脱 落,手术只能终止……患者轻则需二次手术,重则面临20%的复发风险。 "顶尖专家靠天赋和多年训练才能掌握,普通医生可能一辈子都跨不过这道坎。"秦岚坦言。强联智创的解法是用 物理建模+AI仿真技术,计算出与患者血管完美贴合的导管最优形态,精度远超人手。 算法方案需落地为精准动作。强联智创自主研发的机器人"塑形手指",解决了人手无法企及的精细操作难题。这 只机械手指能在360度空间自由旋转,以微米级精度弯折塑形针。相较医生在手术台上凭经验反复调整,机器人确 保导管一次塑形成功,到位后稳定支撑,为后续支架释放筑牢根基。 技术攻坚背后是艰难的国产化突围。秦岚 ...
医疗ETF(159828)涨超1.2%,创新药政策支持或强化行业支付能力
Sou Hu Cai Jing· 2025-07-17 06:22
Group 1 - The core viewpoint of the article highlights the increasing role of commercial insurance in supporting high-priced innovative drugs and medical devices, as indicated by the measures proposed in "Several Measures to Support the High-Quality Development of Innovative Drugs" [1] - The innovative drug industry is expected to continue its rapid development, leading to a recovery in the upstream supply chain, including research reagents and the CXO industry, with performance expected to improve starting from the 2025 mid-year report [1] - The policy-driven phase of innovative drug results is anticipated, with significant research and development progress acting as a catalyst, making it a key investment theme in the pharmaceutical sector [1] Group 2 - The article expresses optimism about the overseas market and the clearing of centralized procurement sectors, particularly in niche areas such as insulin and orthopedics [1] - The concentration of the pharmaceutical market is accelerating, and an increase in mergers and acquisitions is expected [1] - In the medical device sector, measures to support the innovation and development of high-end medical devices are likely to be introduced, benefiting from policy support and enhanced payment capabilities [1] Group 3 - The medical ETF tracks the CSI Medical Index, which is compiled by the China Securities Index Co., selecting representative listed companies in the pharmaceutical manufacturing, medical services, and medical device sectors from the A-share market [1] - The index constituents exhibit significant industry concentration and market representation, serving as a barometer for observing the development trends in the medical industry and often used as a benchmark for developing medical-themed investment products [1]
【外企在中国——链博系列】GE医疗中国副总裁:让绿色生态融入建链强链的每一环节
Huan Qiu Wang· 2025-07-17 06:21
【环球网科技报道 记者 林迪】7月16日,第三届中国国际供应链促进博览会(以下简称为"链博会")正式开幕,GE医疗以"国产创新,韧链共赢"为主题亮 相,连续第三年携核心国产供应商集体参展。 展台中央,十余台覆盖CT、磁共振、核医学及先进可视化诊疗的最新国产高端设备与CT轴承、磁共振超导线、超声电路板等关键零部件并排陈列,直观呈 现30多年来GE医疗在中国"建链—强链—延链"的系统化成果。 "作为中国医械智造高质量发展的重要参与者、实践者,GE医疗30多年来始终走在带动国产双链发展的最前沿。"GE医疗中国副总裁、供应链总经理陈和强 表示,"链博会为我们提供了链接全球、服务中国的重要舞台,我们把绿色供应链的最新进展放到聚光灯下,让绿色生态的最佳实践融入建圈强链的每一环 节。" 绿色生态圈联盟落地 展会期间,GE医疗联合贝莱胜发起中国医疗设备绿色供应链创新生态圈联盟,并与中国物流与采购联合会医疗器械供应链分会、国家高性能医疗器械创新 中心和深圳市医疗器械行业协会联合主办联盟成立仪式。洛阳轴承、西部超导、科罗诺司、中国外运等首批成员集体亮相,未来将围绕绿色设计、低碳制 造、资源循环利用展开跨企业协同创新。 公开数据显 ...
最新!大博医疗2025年半年度业绩预告
思宇MedTech· 2025-07-17 06:21
Core Viewpoint - The company, Dabo Medical (stock code: 002901), anticipates a significant increase in net profit for the first half of 2025, projecting a growth of approximately 66.37% to 80.84% compared to the same period last year, driven by product line expansion and innovation [1][3]. Financial Performance - The estimated 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, reflecting a growth of 66.37% to 80.84% [2]. - The net profit after deducting non-recurring gains and losses is projected to be between 210 million to 230 million yuan, up from 121.93 million yuan last year, indicating a year-on-year increase of 72.23% to 88.63% [2]. - Basic earnings per share are expected to be between 0.5657 yuan and 0.6148 yuan, compared to 0.3339 yuan in the previous year [2]. Reasons for Performance Growth - The primary reason for the performance growth is the transition of various product lines into a new growth phase following the centralized procurement of medical consumables. The company is also focusing on product innovation, technical services, and international development strategies to ensure stable and healthy business growth [3]. Company Overview - Dabo Medical Technology Co., Ltd. was established in 2004 and is headquartered in Xiamen, Fujian Province. It specializes in the research, production, and sales of high-value medical consumables, particularly in orthopedics, neurosurgery, and minimally invasive surgery [4]. - The company was listed on the Shenzhen Stock Exchange in 2017 and has products certified by FDA, CE, ISO13485, and GMP [4]. - Dabo Medical's main business includes the production, research, and sales of medical high-value consumables, with key products such as orthopedic trauma implants, spinal implants, and joint implants [4][6][9]. Product Line and Market Presence - The company has a diverse product line with 158 product registration certificates or filing credentials, covering approximately 15,400 specifications of various consumables, making it one of the few companies in the industry with a complete product line for orthopedic implants [8]. - Dabo Medical's products are distributed across more than 30 provinces and cities in China, collaborating with over 3,000 hospitals and more than 500 commercial companies. Internationally, its products are exported to the United States, the European Union, Southeast Asia, the Middle East, and South Africa [8].
大奖出炉!11项!2025全球医疗科技创新系列大奖
思宇MedTech· 2025-07-17 06:21
Core Viewpoint - The 2025 Global MedTech Conference showcased advancements in medical technology innovation and clinical application, highlighting the achievements of Chinese medical technology companies and teams in key areas such as equipment, service systems, and research transformation [2][23]. Summary by Categories 2025 Global Medical Technology Innovation Awards - The awards included three categories: Technology Innovation Award, Innovation Service Award, and Innovation Transformation Award, recognizing significant contributions from Chinese medical technology enterprises [2][23]. Technology Innovation Award Winners - **Kaili Medical**: Recognized for breakthroughs in ultrasound endoscopy, including the EG-UR5 ultrasound endoscope, which received EU CE certification in 2019 and NMPA approval in 2021, making China the second country with independent intellectual property rights in this technology [8]. - **SinoVision**: Awarded for the OmegaCT One, the world's first ultra-large aperture whole-body spiral CT system, which provides new 3D spatial anatomical information for various medical disciplines [10]. - **Karl Storz**: Lauded for the IMAGE1 S Rubina imaging system, which integrates 4K/3D/NIR fluorescence imaging technology, enhancing surgical precision and anatomical recognition [11]. - **Zhongke Ruiyi**: Acknowledged for developing an intelligent platform for brain health diagnosis and intervention, with over 10 products and 7 NMPA registrations [12]. - **Hua Rui Bo Shi**: Recognized for the Infivision 1900, the world's first commercial 3D electrical impedance imaging device for non-invasive lung monitoring [14]. Innovation Service Award Winners - **Tonghe Litai**: Provided comprehensive preclinical research services, assisting in the successful market registration of innovative medical products [16]. - **Xiyi Medical**: Offered one-stop services for medical device internationalization, helping over 80 projects achieve successful overseas market entry [18]. - **Tsinghua Innovation Star**: Supported medical technology enterprises through a full-process ecosystem service, fostering innovation and commercialization [19]. Innovation Transformation Award Winners - **Lu Hongzhou**: Recognized for developing non-contact health monitoring technologies, including the P20i device for multi-parameter monitoring [20]. - **Wang Yu**: Awarded for creating the world's first intelligent fracture reduction robot, enhancing surgical precision and efficiency [21]. - **Xu Boling**: Acknowledged for leading the development of the MoyoAssist® artificial heart, the first of its kind approved in China, addressing critical care needs [22]. Conclusion - The awarded companies and individuals demonstrated significant advancements in medical technology, showcasing China's progress towards a more systematic, pragmatic, and globally aware development phase in the industry [23].
数千万融资!曦健科技完成A轮
思宇MedTech· 2025-07-17 06:21
近日, 北京曦健科技有限公司 (以下简称"曦健科技")宣布完成 数千万元A轮融资 。本轮融资由本草资本 领投,某知名产业基金与明恒投资跟投,资金将用于包括 严肃医疗、健康消费等多场景产品的研发、销售和 团队建设 。舟渡资本担任本轮融资的财务顾问。 融资历程 2023年4月 :天使轮融资,未披露具体金额,由源慧资本投资。 2023年12月 : 数千万元Pre-A轮融资 ,由亦庄资本领投,瑞华资本跟投,老股东源慧创益继续追加 投资,指数资本担任独家财务顾问,资金用于产品研发、团队扩充和市场推广。 2025年7月 : 数千万元A轮融资 ,由本草资本领投,某知名产业基金与明恒投资跟投,资金将用于多 场景产品的研发、销售和团队建设。 思宇年度活动回顾: 首届全球眼科大会 | 首届全球骨科大会 | 首届全球心血管大会 | 首届全球医美科技大会 即将召开: 曦健科技 成立于2021年10月,总部位于北京,依托清华大学生物力学与医学工程研究所十余年研究基础,致 力于推进人体生物力学成像创新型技术的产业化,打造全球领先的 人体软组织力学成像平台 。公司聚焦运动 康复、皮肤医美、重大疾病诊疗等健康领域蓝海刚需市场,为行业提供世界 ...