普昂（杭州）医疗科技股份有限公司（874572）于7月22日在北交所更新上市申请审核动态，该公司已 收到第一轮审核问询函。普昂医疗本次公开发行股票拟募集资金约3.95亿元，其中2.02亿元用于"穿刺介 入医疗器械智能制造生产线建设项目"；1.78亿元用于"微创介入医疗器械研发及产业化建设项目"； 1500万元用于补充流动资金。 普昂医疗以糖尿病护理产品为业务切入点，持续开发和升级胰岛素笔针、末梢采血针、胰岛素注射器等 系列产品。其中，胰岛素笔针是公司的核心优势产品，也是报告期内收入占比最高的产品，2024年占主 营业务收入的65.80%。在国内市场，公司是最早推出安全自动自毁型注射笔用针头的本土企业；在美 国市场，公司是继美国BD公司之后第二家推出两端保护安全自毁型注射笔用针头的企业，并已申请国 际专利保护。 根据QYResearch的数据，2022年-2024年，全球胰岛素笔针销量分别为88.10亿支、94.36亿支、99.73亿 支，同时期公司胰岛素笔针销量分别为6.62亿支、7.53亿支、11.75亿支，报告期内，公司胰岛素笔针产 品在全球市场的占有率分别为7.52%、7.98%、11.78%，全球市场 ...

近年来，上海市创新引擎持续发力，高质量发展的新优势不断集聚，外贸新动能亮点纷呈。上半 年，上海高新技术产品出口2396.4亿元，占全市出口总值的25.2%。其中，液化天然气运输船出口增长 42%，占全国出口总值的近四成；手术机器人出口增长3.9倍，产品已经打开了欧美等高端市场的大 门；生物医药、医疗器械、电动汽车出口在全国的占比都在10%以上。 上海口岸占全国进出口总值的近四分之一，已连续11年保持全国第一大口岸地位。重要的工业生产 原料、优质的国际消费品通过上海口岸进入国内市场。其中，铜进口占全国进口总值逾五成，塑料进口 占比近四成，箱包、钟表、首饰占比超七成。上半年，上海口岸进口水果129.7亿元，智利车厘子、新 西兰猕猴桃、秘鲁鳄梨等进口水果快速通关，让中国消费者尝到"枝头到舌尖"的新鲜。 上海海关相关负责人表示，下阶段，上海海关将继续贯彻落实各项稳企业、稳市场、稳预期部署， 为企业"搭台铺路"，让更多中国好货"扬帆出海"，也让更多全球好物"走进中国"。 中新社上海7月22日电 (记者 姜煜)上海海关22日发布的统计数据显示，上半年上海外贸走出了一 条"先抑后扬"的韧性曲线，二季度进出口1.14万亿元( ...

2025年7月23日A股三大指数开盘涨跌不一，水利水电板块再度爆发，工程机械、煤炭板块领涨。截至 午间收盘，沪指报3608.58点，突破3600点续创年内新高，逼近去年"924"行情创出的阶段性高点。 截至7月22日，中证A500ETF龙头近6月净值上涨10.31%。从收益能力看，截至2025年7月22日，中证 A500ETF龙头自成立以来，最高单月回报为3.55%，最长连涨月数为2个月，最长连涨涨幅为5.34%。截 至2025年7月22日，中证A500ETF龙头近3个月超越基准年化收益为8.41%。 中证A500ETF龙头紧密跟踪中证A500指数，中证A500指数从各行业选取市值较大、流动性较好的500只 证券作为指数样本，以反映各行业最具代表性上市公司证券的整体表现。据了解，中证A500指数行业 分布均衡，传统行业和新兴行业各占一半，同时增加医药、新能源、计算机等新兴行业权重，实现了价 值与成长均衡，是布局A股市场的优质工具。 财信证券认为，8月份之前，A股市场正处于新一轮做多窗口期，叠加投资者情绪改善、增量资金入场 等利好催化，指数仍有上行动能，预计仍以震荡偏强运行为主。在市场宽基指数并未明显破位时，可 ...

Core Viewpoint - Hualing Cable has secured significant contracts in various sectors, indicating its strong market position and technological capabilities in the cable industry [1][2]. Group 1: Contract Details - The total contract amount won by Hualing Cable in recent bids is 557 million yuan, accounting for 13.40% of the audited revenue for 2024 [1]. - The breakdown of the contracts includes approximately 201 million yuan in nuclear power and electricity, 268 million yuan in mining, 67.21 million yuan in rail transit, and 21.09 million yuan in metallurgy [1]. - Hualing Cable has maintained a stable business relationship with China Energy Construction Group, with a contract amount of approximately 23.63 million yuan, which may provide products and services for the Yajiang Hydropower Station [1]. Group 2: Technological and Market Position - Hualing Cable has over 70 years of technology accumulation in special cables, covering high-end applications such as aerospace and military [2]. - The company's special cable products have previously met stringent requirements for projects like the Three Gorges Hydropower Station, showcasing its competitive edge in high-end markets [2]. - The company is initiating multiple investment projects to expand production capacity, which is expected to directly translate into revenue growth [2]. Group 3: Future Prospects - Hualing Cable is preparing new product lines in areas such as robotics and low-altitude economy, with high-end products like humanoid robot cables expected to become future profit growth points [2]. - The recent contract wins reflect not only short-term business growth but also the company's long-term advantages in technology accumulation, market expansion, and strategic transformation [2].

Group 1 - The report highlights that as of Q2 2025, the market value of public funds heavily invested in the Beijing Stock Exchange (BSE) reached 9.892 billion, a 56.0% increase quarter-on-quarter, representing 0.38% of the total A-share market [2][3][4] - The public fund allocation coefficient for the BSE has reached a record high of 0.66, up 0.23 from the previous quarter, indicating increased attention from both active and passive funds [2][5][11] - The BSE 50 index products have seen significant net subscriptions, with the total scale reaching 11.162 billion, an increase of 1.905 billion, driven by net subscriptions and the establishment of new products [2][16] Group 2 - The report notes that the average net value growth rate of thematic funds since Q2 2025 is 20.0%, outperforming the BSE 50 index's growth of 14.3% [2][16] - Active equity public funds have increased their concentration in holdings, with the top five stocks accounting for 60.8% of the total market value, up 10.3 percentage points from the previous quarter [2][17] - The report identifies a shift in industry allocations, with increased investments in beauty care, electrical equipment, and machinery, while allocations to automotive and electronics sectors have decreased [2][23][24]

请务必阅读正文后的声明及说明 [Table_Info1] 复锐医疗科技(01696.HK) 医疗美容/美容护理 [Table_Date] 发布时间：2025-07-23 [Table_Title] 证券研究报告 / 港股公司报告 能量源医美奠定稳固根基，长效肉毒蕴含强劲潜力 报告摘要： [复锐医疗科技： Table_Summary]能量源医美设备为基，迈向美业多品类。公司 2013 年以 收购飞顿为起点，在能量源医美业务的基础上，借助复星集团的全球化 布局能力，不断丰富业务类型，逐步拓展到医美注射产品、牙科、个人 护理等领域，通过市场拓展与并购整合，逐渐构建起多元化的美丽健康 生态系统，在全球医美市场的影响力和市场地位日益提升。 能量源医美设备：多管线多区域全面布局，强研发强渠道赋能成长。2022 年全球能量源医美器械销售规模已达 57 亿美元，预计 2023-2030 年 CAGR 为 13.8%；其中北美为全球主要市场，2022 年规模占全球 35.4%；亚太 市场则具有更高的预期市场增速，预计 2023-2030 年复合增速达 15.6%。 公司从产品、渠道和研发三方面发力实现全球业务的稳步增长：1）产 ...

截至7月22日，北交所融资融券余额合计61.74亿元，较前一交易日增加9263.47万元，其中，融资余额 61.73亿元，较前一交易日增加9231.21万元，为连续2个交易日增加；融券余额为61.07万元，较前一交 易日增加32.27万元。 | 832225 | 利通科 | 2.21 | 4107.07 | 446.26 | 2.39 | 基础化 | | --- | --- | --- | --- | --- | --- | --- | | | 技 | | | | | 工 | | 833751 | 惠同新 | 5.43 | 1901.00 | 435.12 | 1.16 | 有色金 | | | 材 | | | | | 属 | | 839493 | 并行科 技 | -2.69 | 12143.29 | 432.45 | 2.00 | 计算机 | | 871263 | 莱赛激 | 7.28 | 1463.45 | 422.51 | 1.17 | 机械设 | | | 光 | | | | | 备 | | 834770 | 艾能聚 | 3.05 | 5105.46 | 418.12 | 2.93 | 电力设 备 | | ...

华菱线缆：中标多个项目 总金额约5.57亿元 7月23日，华菱线缆（001208）发布公告称，公司近期在核电及电力领域、矿山领域、轨道交通领域和 冶金领域中标合同金额共计约5.57亿元，占2024年经审计营业收入的13.40%。中标项目包括南方电网配 网材料招标项目、中国原子能科学研究院电缆项目、紫金矿业等多家单位的矿山采购项目、天津轨道交 通供电物资采购项目以及中色国际等单位的冶金采购项目 资料显示，华菱线缆成立于2003年7月，主营业务是电线电缆的研发、生产及销售。 所属行业：电力设备–电网设备–线缆部件及其他 伟思医疗：股东拟减持不超过3%公司股份 7月23日，伟思医疗（688580）发布公告称，股东南京志达创业投资中心（有限合伙）计划通过集中竞 价和大宗交易方式减持公司股份，合计不超过287.31万股，占公司总股本的比例不超过3%。此次减持 系股东自身资金需求，减持期间为2025年8月14日至2025年11月11日。 资料显示，伟思医疗成立于2001年1月，主营业务是医疗器械的研发、生产和销售。 所属行业：医药生物–医疗器械–医疗设备 汉仪股份：拟1.02亿元获得上海皮东文化传媒39%股权 7月23日 ...

据成都海关反馈数据，今年上半年，成都实现外贸进出口总额4274.7亿元，同比增长9.4%，外贸总额占 全省比重82.3%。第一、第二季度进出口规模逐季抬升，上半年进出口、出口、进口规模均创历史同期 新高。出口商品结构不断优化，代表 绿色低碳的"新三样"产品出口82.6亿元，增长33.6%。其中，光伏 产品、锂离子蓄电池出口分别增长185%、204.8%。与 新质生产力密切相关的机床、材料技术、医疗仪 器出口分别增长29.6%、103.5%、51.6%。 ...

Core Viewpoint - The overall market index has reached a new phase high, approaching 3600 points, with a healthy increase in both volume and price, indicating a robust market condition [1] Market Performance - The Shanghai Composite Index has seen a five-day consecutive rise, with the previous high of 3489 from October 8, 2022, serving as a reference point [1] - The banking sector has reached new highs despite the overall index not surpassing previous peaks, but it has shown signs of adjustment with four out of five days experiencing declines [2] Fund Flow Analysis - On July 21, the main funds saw an outflow of 10.659 billion, with the banking sector accounting for 6.2 billion, representing nearly 60% of the total outflow [2] - On July 22, the outflow increased to approximately 46.5 billion, with the banking sector continuing to see a significant outflow of 2.375 billion, totaling nearly 57 billion in outflows during the recent rally [2] Sector Opportunities - The hydropower station sector has surged by 26% recently, with related industries such as civil explosives and engineering machinery also showing potential [3] - Consumer recovery sectors, including liquor and pharmaceuticals, are gaining traction, alongside previous interest in robotics [3] - The military equipment sector is undergoing strong adjustments, and caution is advised against chasing high prices [3] Risk Considerations - Caution is advised regarding micro-cap stocks, which have played a significant role in the recent market rally but may pose risks due to their volatility [2][4] - Investors are encouraged to hold onto well-structured stocks without panic selling during minor declines or chasing prices during rises [4] ETF Insights - The Food and Beverage ETF has seen a recent increase of 3.90% with a market cap of 5.59 billion, while the Gaming ETF has experienced a slight increase of 0.39% but with a higher P/E ratio of 43.27 [6][7] - The Semiconductor ETF has shown a modest increase of 1.87% with a net inflow of 6.915 million, indicating positive investor sentiment [6]