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托举起老年人对健康晚年的深切期待
Xi An Ri Bao· 2025-07-18 02:18
82岁的张奶奶最近摔了一跤,走不了路,讲话也开始含糊不清,家人怀疑是脑梗。"摔跤应该去骨科,脑 梗应该去神经内科,到底去哪里?" 当下,很多老年人都和张奶奶一样"多病共存",看病时常常不知该看哪个科,难道要挂很多个号? 经过西安市红会医院的推荐,家人最终推着老人走进了302诊室——老年医学科。正如儿科之于儿童,这 个科室,主要收治60岁及以上的患者,核心诊治范畴是老年综合征和共病患者,是专为老年人设立的诊疗科 室。 老有所医 为老年人健康筑牢保障 设立老年医学科的重要性,可从我国老龄化现状与老年人健康需求的特殊性中清晰窥见: 截至2024年末,我国60岁及以上人口达到31031万人,首次突破3亿,其中,80%的老年人患有至少一种 慢性病,50%被三种以上疾病缠身。而且,老年疾病"牵一发而动全身",多病共患且行动不便的老年人在不 同的科室反复就医经不起折腾,迫切需要"一站式"整合治疗。 在这种情况下,设立具有"全科型"与"综合性"优势的老年医学科尤为关键。 6月10日,陕西省卫生健康委等5部门联合制定了《促进医养结合服务高质量发展十项措施》,其中提 到:支持老年特色医疗机构发展,推动二级以上综合医院规范设置建设 ...
医药生物行业2025年7月投资策略:继续推荐关注创新药及创新产业链
Guoxin Securities· 2025-07-17 14:50
继续推荐关注创新药及创新产业链 ——医药生物行业2025年7月投资策略 证券研究报告 | 2025年7月17日 行业研究 · 行业投资策略 医药生物 投资评级:优于大市(维持评级) 证券分析师:陈曦炳 0755-81982939 chenxibing@guosen.com.cn S0980521120001 证券分析师:彭思宇 0755-81982723 pengsiyu@guosen.com.cn S0980521060003 证券分析师:陈益凌 021-60933167 010-88005445 maqianli@guosen.com.cn S0980521070001 chenyiling@guosen.com.cn S0980519010002 证券分析师:马千里 证券分析师:张超 0755-81982940 zhangchao4@guosen.com.cn S0980522080001 021-60375401 证券分析师:凌珑 证券分析师:肖婧舒 0755-81982826 联系人:贾瑞祥 021-60875137 linglong@guosen.com.cn S0980525070003 xia ...
Insights Into Tenet (THC) Q2: Wall Street Projections for Key Metrics
ZACKS· 2025-07-17 14:15
The upcoming report from Tenet Healthcare (THC) is expected to reveal quarterly earnings of $2.82 per share, indicating an increase of 22.1% compared to the year-ago period. Analysts forecast revenues of $5.15 billion, representing an increase of 0.8% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to ...
2025年上半年A股IPO终止74家,有4家由保荐机构单独撤回
梧桐树下V· 2025-07-17 11:50
文/梧桐数据中心 2025年上半年,A股IPO终止企业共计74家。其中,51家在上会前撤回,18家在过会后撤回,5家在提交注册后撤回。从拟上板块来看,沪主 板共终止14家,科创板共终止3家,深主板共终止9家,创业板共终止21家,北交所共终止27家。 本文统计2025年上半年A股IPO终止的74家企业,具体情况如下表: | 受理后终止: | | | | | --- | --- | --- | --- | | 企业名称 | 企业简称 | 拟上板块 | 终止日期 | | 青岛海湾化学股份有限公司 | 海湾化学 | 沪主板 | 2025/6/20 | | 北京天星医疗股份有限公司 | 天星医疗 | 科创板 | 2025/6/6 | | 青岛青禾人造草坪股份有限公司 | 青岛青木 | 沪主板 | 2025/5/30 | | 浙江升华云峰新材股份有限公司 | 云峰新材 | 沪主板 | 2025/4/21 | | 厦门市政环能股份有限公司 | 厦门环能 | 沪主板 | 2025/3/31 | | 湖南中创化工股份有限公司 | 中创化工 | 沪王板 | 2025/3/28 | | 中国茶叶股份有限公司 | 中国茶叶 | 沪主 ...
和讯投顾韩东峰:大盘反复夯实3500关口,军工电子活跃
He Xun Cai Jing· 2025-07-17 11:33
说到机会方面,今天两个方向表现的比较强,从早盘的时候呢也远见表现的比较强,远见当中最主要的 一个是光模块,啊这个很多只原来的易中天都纷纷创新高了。第二一个呢是PCB就是印制电路板,它两 个是相辅相成的,后期在科技的这个领域当中可能还会有着什么液冷啊啊相关的一些软件啊可能还会继 续活跃,科技代表了这个未来的生产力。第二个方向呢是下午表现的军工和医药,军工装备这个板块, 朋友们看到之前是概念炒作,现在距离啊7月已经是17号了,那接下来朋友们都应该知道这个板块的业 绩表现还是比较ok的,尤其要盯住龙头,啊我一直跟大家说军工的龙头是谁啊是谁,你看这两个龙头一 个上板,一个是强热的状态,所以龙头的风向标带动了整体军工装备军工电子继续活跃。 第二一个就是这个医药生物制品,啊昨天是化学制药,今天生物制品还有医疗服务,创新药本身就是这 个月以来的主要驱动,再加上11批集采,啊又是定了一些新的啊标准,比如说1亿销售额,呀啊比如说 创新药采老不采新药,啊可以说对创新药和医药行业啊起到了一定的振奋的这个作用,所以这两个板块 呢我们今天走的比较强,那接下来还有就是房地产今天早上的时候冲高回落,但是冲高回落之后呢还有 继续走高的一个趋 ...
湘财证券晨会纪要-20250717
Xiangcai Securities· 2025-07-17 09:40
Macro Information and Commentary - In the first half of 2025, China's GDP reached 66,053.6 billion yuan, with a year-on-year growth of 5.3%. The GDP growth for Q1 was 5.4% and for Q2 was 5.2% [3][6] - The industrial added value above designated size increased by 6.4% year-on-year, while fixed asset investment (excluding rural households) was 24,865.4 billion yuan, up 2.8% year-on-year, with private fixed asset investment declining by 0.6% [3][6] - The urban surveyed unemployment rate averaged 5.2%, and the total retail sales of consumer goods in June grew by 4.8% year-on-year, with a month-on-month decline of 0.16% [3][6] North Exchange Overview - As of June 20, 2025, there were 267 stocks listed on the North Exchange, with an average total market capitalization of 807.743 billion yuan, a decrease of 1.98% from the previous week [7][10] - The average trading volume decreased by 13.60% to 1.287 billion shares, and the average trading value fell by 11.56% to 28.833 billion yuan [8][10] - The North Exchange 50 index closed at 1,347.46 points, down 2.55% from the previous week [10] Industry and Company Analysis Food and Beverage - The food and beverage sector rose by 0.84% from July 7 to July 11, 2025, outperforming the Shanghai Composite Index by 0.03 percentage points [13] - The CPI showed marginal improvement, with dairy prices recovering and the wholesale price of Moutai increasing by 0.52% [14][15] - Investment recommendations focus on stable demand leaders and companies innovating in new products and channels, including Qingdao Beer and Guizhou Moutai [17] Medical Consumables - The optimization of medical procurement rules in Hunan Province aims to enhance procurement volume determination and monitoring [20][21] - Ji Min Health and Shangrong Medical both issued profit warnings, with expected losses due to tariff impacts and declining sales [22][23] - Investment suggestions highlight opportunities in companies recovering from procurement pressures and those innovating in high-value consumables [25] Public Utilities - The public utilities sector rose by 1.11%, with solar power and heating services showing significant gains [27] - Coal prices increased slightly, while natural gas prices also saw a minor rise [28][29] - Investment recommendations focus on hydropower assets and companies benefiting from the transition to a unified electricity market [32] New Materials - The rare earth magnetic materials sector surged by 15.66%, with significant price increases in rare earth minerals [34][35] - Investment suggestions emphasize the potential for price increases in rare earth resources and the recovery of downstream magnetic material companies [39] Real Estate - Real estate sales area and sales amount saw a year-on-year decline, with significant drops in June [40][41] - Investment recommendations suggest focusing on leading real estate companies with strong land acquisition capabilities and those benefiting from active second-hand housing transactions [45] Medical Services - The medical and biological sector rose by 1.82%, with significant growth in the CXO platform, particularly for WuXi AppTec [47][48] - Investment recommendations focus on high-growth companies in the medical outsourcing sector and those expected to improve profitability [49][50] ETF Market - As of July 11, 2025, the total asset management scale of ETFs reached 43,803.08 billion yuan, with a notable increase in the number of new listings [52][53] - Investment strategies recommend focusing on sectors with high PB and ROE, particularly in automotive and agricultural industries [55][57]
血透费用跌破三百,CT也降价了
Hu Xiu· 2025-07-17 08:55
本文来自微信公众号:健识局 (ID:jianshiju01),作者:方涛之,编辑:江芸、贾亭,原文标题: 《血透费用跌破三百!CT也降价了,医疗服务价格改革进入深水区》,题图来自:AI生成 7月2日,广东医保局发布了《关于公布泌尿系统透析类医疗服务价格项目的通知》。具体来看,广东将 原来的"机采血浆置换术"等32项规范,整合为"血液透析费"等21个项目。并给所有项目都制定了全省最 高限价。血液透析、血液滤过、血液灌流的单次最高限价分别为390元、348元、377元。 7月9日,湖南医保局也发布了相关文件,相比之下,湖南的方案更为精细化,腹膜透析根据医疗机构等 级划分为一类、二类、三类价格。在定价上,湖南也留下了一定的弹性空间,各医疗机构可以在全省统 一价格的基础上,上浮不超过10%,下浮不超过15%。此次调整之后,湖南血透价格基准价降到了330 元。 这一定价还包括了血温、血压、在线清除率、血容量4个单项监测费用,每少一项,患者就能少交5元。 有业内人士表示,这能够防止医疗机构对基础检测项目重复加价,治疗费用得以更透明。过去,湖南的 中国是个肾病大国,2024年需要透析的患者数量多达102.7万。对于终末期肾 ...
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
国元证券指出,《支持创新药高质量发展的若干措施》提出增加商保创新药目录,标志着商保在多层次 医疗保障体系中作用增强,为高价创新药和创新医疗器械提供支付支持,预计商业保险将在完善医疗保 障体系中发挥更大作用。随着创新药产业持续快速发展,上游产业链如科研试剂和CXO行业逐步回 暖,2025年中报起业绩有望向好。政策推动下,创新药进入成果兑现阶段,研发进展催化较多,将成为 医药板块投资主线;同时看好出海领域及集采出清板块,如胰岛素、骨科等细分赛道。此外,医药市场 集中度提升加速,并购重组有望增多。医疗器械方面,支持高端医疗器械创新发展的举措有望出台,行 业将受益于政策支持与支付能力提升。 没有股票账户的投资者可关注国泰中证医疗ETF联接A(012634),国泰中证医疗ETF联接C (012635)。 注:如提及个股仅供参考,不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考,不预示 未来表现。市场观点随市场环境变化而变动,不构成任何投资建议或承诺。文中提及指数仅供参考,不 构成任何投资建议,也不构成对基金业绩的预测和保证。如需购买相关基金产品,请选择与风险等级相 匹配的产品。基金有风险,投资需谨慎。 每日经 ...
Wall Street Analysts Believe Universal Health Services (UHS) Could Rally 28.04%: Here's is How to Trade
ZACKS· 2025-07-16 14:56
Universal Health Services (UHS) closed the last trading session at $176.94, gaining 3% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $226.56 indicates a 28% upside potential.The average comprises 16 short-term price targets ranging from a low of $200.00 to a high of $280.00, with a standard deviation of $22.87. While the lowest estimate indicates an increase of 13% from the curre ...
爱 尔 眼 科: 第六届监事会第二十五次会议决议公告
Zheng Quan Zhi Xing· 2025-07-16 11:12
爱 尔 眼 科医院集团股份有限公司(以下简称"公司")第六届监事会第二十 五次会议于 2025 年 7 月 16 日以通讯表决方式召开,会议通知于 2025 年 7 月 11 日以邮件方式送达,会议由监事会主席宁俊萍女士召集主持,应到监事 3 人,实 到监事 3 人,会议的召开符合《公司法》和《公司章程》的有关规定,会议合 法、有效。经审议,本次会议一致通过如下议案: 《关于部分募投项目结项并将节余募集资金永久补充流动资金的议案》 鉴于公司 2021 年度向特定对象发行股票募投项目中"贵州爱尔新建项目" 已达到预定可使用状态,除预留募集资金 2,053.96 万元用于支付部分合同尾款及 质保金外,公司拟将项目节余募集资金 11,967.54 万元(含利息收入)全部转入 自有账户用于永久补充流动资金,并于募投项目结算完毕后注销相关募集资金专 项账户。 股票代码:300015 股票简称:爱 尔 眼 科 公告编号:2025-050 爱 尔 眼 科医院集团股份有限公司 本公司及监事会全体成员保证公告内容真实、准确、完整,没有虚假记载、 误导性陈述或重大遗漏。 爱 尔 眼 科医院集团股份有限公司监事会 本次使用节余募集 ...