医疗科技
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医渡科技涨超14% AI有望赋能临床试验 附属中标SMR001滴眼液III期临床研究项目
Zhi Tong Cai Jing· 2025-09-30 08:05
值得注意的是,9月16日,2025腾讯数字生态大会医疗专场召开。医渡科技高级解决方案专家施成发 表"AI赋能临床试验全流程"主题演讲,结合医渡科技多年技术沉淀与实践案例,从技术支撑、场景落地 到生态构建,全面阐释了AI切实提升临床试验效率与质量的路径,推动行业高质量发展。 医渡科技(02158)尾盘涨超14%,截至发稿,涨12.89%,报6.57港元,成交额4.66亿港元。 消息面上,医渡科技近期公布,公司联属公司天津开心生活科技有限公司中标山东衍渡生物科技有限公 司重组人神经生长因子(SMR001)滴眼液Ⅲ期临床研究项目,项目总金额约为人民币5582万元。 ...
前8个月健康险保费收入达7599亿元 财险公司保费增速快于人身险公司
Zheng Quan Ri Bao Wang· 2025-09-30 07:53
Core Insights - The health insurance premium income for life insurance companies reached 578.4 billion yuan, a year-on-year increase of 0.5%, while property insurance companies reported 181.5 billion yuan, a growth of 8.9%, leading to a total health insurance premium income of 759.9 billion yuan, up 2.4% year-on-year [1][2] Group 1: Market Trends - The growth rate of health insurance premiums has slowed to 2.4% in the first eight months of the year, attributed to consumer tendencies to cut non-essential spending, product homogeneity, and competition from public health insurance [2][3] - The disparity in growth rates between life and property insurance companies is notable, with property insurance companies showing a higher growth rate due to their focus on short-term products and innovative offerings [3] Group 2: Long-term Potential - Experts remain optimistic about the long-term growth potential of health insurance, driven by factors such as an aging population and increasing health awareness among residents [3][4] - The integration of commercial health insurance into a multi-payment system is encouraged by policies, providing opportunities for product innovation and industry collaboration [3][4] Group 3: Role of Multi-Payment Platforms - Multi-payment platforms, such as Shanghai Meixin Health Technology Group, are enhancing the efficiency and value of health insurance services through innovative payment models and comprehensive service systems [4][5] - These platforms are crucial in connecting medical, pharmaceutical, and insurance sectors, reflecting the ongoing development of the "medical insurance" ecosystem [4][5] Group 4: Industry Development - The growth of multi-payment platforms supports the healthy development of both the insurance and pharmaceutical industries by filling coverage gaps and improving patient payment capabilities [5][6] - These platforms are becoming essential links in enhancing the accessibility of innovative medical products and improving the overall healthcare experience for patients [6]
2025第七届健康中国·思南对话投资沙龙成功举办
Zhong Guo Zhi Liang Xin Wen Wang· 2025-09-30 07:35
Core Insights - The event "2025 Health China: Sinan Dialogue" focused on the internationalization of Chinese innovative drugs, project strategies, and capital empowerment in the biopharmaceutical sector [1][3][5] Group 1: Key Speakers and Their Insights - Ping Fan, Chairman of Longsheng Investment Group, emphasized that without products, biopharmaceuticals rely on continuous capital infusion, and achieving milestone R&D is crucial for external licensing opportunities [3] - Yu Rong, Chairman of Meinian Health, provided reassurance that discussions with international pharmaceutical giants indicate that the pace of Chinese innovative drugs will only accelerate in the next 5-10 years, supported by high-quality talent, AI empowerment, and regulatory benefits [5] - Dr. Hua Ye, founder of Yihui Pharmaceutical, shared four fundamental principles for innovative drug project initiation: clinical value, development success rate, competitive advantage, and commercialization cost-effectiveness [8] Group 2: Market Trends and Data - Ding Dan, Assistant Director of Guotai Junan Policy and Industry Research Institute, reported that the internationalization of Chinese innovative drugs has shifted from "individual breakthroughs" to "systematic output," with early-stage R&D projects accounting for 64% of license-out transactions in 2024 [10] - The report highlighted that domestic products like PD-1, ADC, and bispecific antibodies have achieved significant licensing deals in international markets, indicating a growing trend in the biopharmaceutical sector [10] Group 3: Investment Strategies and Ecosystem - Li Jia, Partner at Longsheng Investment, noted that current investment logic is returning to focus on patient value, industry essence, and global collaboration, urging investors to support companies with clinical differentiation and global competitiveness [12] - The roundtable discussions revealed diverse perspectives on navigating the competitive landscape, with emphasis on understanding core technological barriers and addressing urgent clinical needs to gain market recognition [15][16] Group 4: Project Showcases and Innovations - The event featured a showcase of ten innovative projects in both drug and medical device sectors, highlighting advancements such as adult stem cell-derived organ applications and home nucleic acid testing platforms [19][21] - The interactive voting mechanism during the project presentations allowed investors to provide real-time feedback, facilitating direct market validation for entrepreneurs and efficient project selection for capital providers [21] Conclusion - The biopharmaceutical industry in China is poised for significant growth, driven by policy support, talent accumulation, and clinical resources, with a strong emphasis on patient-centered approaches and sustainable capital investment [18]
向新而行,2025四川行激活高质量发展新动能
Xin Lang Cai Jing· 2025-09-30 05:37
转自:推广 世界向东,中国向西。继东部沿海的高速增长之后,我国的整个中西部,都在发展机遇期里抢跑,而投 资方也在为下一轮的增长做调研与布局。 9月22日至24日,2025中外知名企业四川行活动(下称"四川行")签约投资合作项目340个,总投资金额 2630.6亿元,其中新兴产业和未来产业项目占比近4成。 在这个丰收的秋天,四川与数百家国内外知名企业实现"双向奔赴",同时也彰显出市场的敏锐嗅觉,四 川正在成为新质生产力的新高地,这也为未来产业升级和高质量发展打开了想象空间。 01 引力释放:四川行成投资四川风向标 9月24日,为期三天的2025"四川行"活动圆满落下帷幕。 近年来,随着"一带一路"建设、新时代西部大开发、成渝地区双城经济圈建设、长江经济带发展等国家 重大战略在川交汇叠加,四川的发展机遇还在不断凸显。 在国家现代化建设全局和应对复杂变局的关键时期,四川肩负着我国发展的战略腹地、支撑国家战略实 施的重要地区,以及构筑向西开放战略高地和参与国际竞争新基地的时代使命。 可以预见,四川将承载更多的重大生产力布局,再加上四川自身拥有辐射西部、规模巨大的市场优势, 这将为海内外企业来川投资兴业带来巨大潜力和空 ...
西学中不难,取信病人难,捅破窗户纸,还得是AI
Sou Hu Wang· 2025-09-30 05:03
(张女士体验ChatiSS后系统为其推荐"玫瑰花+代代花"加减药对) 为了维护医疗体系安全,国家在大力发展中医药。"西学中"培训近年来在全国各地医院广泛开展,参 加"西学中"培训并获得结业证书,已成为西医获取中成药和中药饮片处方权的重要途径。"秀才学医, 笼中捉鸡",受过高等教育的医生"西学中"本不应该是啥难事。 现实是,许多参加培训的西医即使获得证书,临床开方时仍信心不足。有中医专业学生坦言"学医八年 仍不敢开方",短期培训的西医师更是如此。医生要想留住并治好病人,核心是要"拿住病人",即获得 患者真正信任。如今患者获取医疗知识的渠道多元,若对医生缺乏信任,可能不配合治疗甚至拒绝服 药,疗效自然无从谈起。 普通医生没有三甲专家和国医大师的光环,靠什么赢得信任?观察发现,患者对医生的信任往往始于医 生准确预判了他们的某些自知身体状况,惊呼"真乃神医矣"。另外,数据天生具有无可辩驳的说服力 ——西医的化验单、影像报告之所以让患者信服,正是因其提供了客观依据。 中医诊疗同样可借助技术手段获得这样的客观数据。传统中医传承依赖"师带徒",脉象的"位数形势"、 舌象的"神色形态"多依赖个人感知,难以言传。而现代AI工具 ...
泰格医药(03347.HK)遭易方达基金减持16.15万股
Ge Long Hui· 2025-09-30 00:27
格隆汇9月30日丨根据联交所最新权益披露资料显示,2025年9月24日,泰格医药(03347.HK)遭易方达基金管理有限公司在场内以每股均价47.6128港元减持 16.15万股,涉资约768.95万港元。 减持后,易方达基金管理有限公司最新持股数目为976.24万股,持股比例由8.06%下降至7.93%。 | 股份代號: | 03347 | | --- | --- | | 上市法國名稱: | 杭州泰格醫藥科技股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 30/08/2025 - 30/09/2025 | | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的日 相關法 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 期 | 原因 | 股份數目 | | | ( 請參閱上述 * 註 有投票權股 期 (日 / 月 / | | | | | | | | | 陆 | 份自分比 年) | | | | | | | | | ( % ...
皓宸医疗科技股份有限公司
Shang Hai Zheng Quan Bao· 2025-09-29 21:57
Core Viewpoint - The company is planning to revise its internal regulations and amend its articles of association to enhance corporate governance and compliance with legal requirements [2][26][29]. Group 1: Company Governance Changes - The company will no longer have a supervisory board, with its functions being transferred to the audit committee of the board of directors [26][29]. - Amendments to the articles of association and internal regulations are aimed at improving operational standards and governance [2][26][29]. Group 2: Shareholder Meeting Details - The company will hold its first extraordinary general meeting of 2025 on October 16, 2025, with both on-site and online voting options available [6][10][41]. - The record date for shareholders to attend the meeting is set for October 10, 2025 [8][10]. - Shareholders can register for the meeting through various methods, including in-person and electronic means [11][13][14]. Group 3: Voting Procedures - Voting will be conducted through the Shenzhen Stock Exchange trading system and an internet voting platform, with specific time slots designated for each [18][20]. - The voting process will require shareholders to choose between on-site and online voting, with only one method allowed per shareholder [7][10][20]. Group 4: Internal Regulation Revisions - The company has proposed revisions to several internal regulations, including rules for shareholder meetings, board meetings, and independent director systems, all of which have been approved by the board [29][30][41]. - The revised internal regulations will be submitted for approval at the upcoming extraordinary general meeting [2][41].
皓宸医疗科技股份有限公司关于修订《公司章程》及公司部分内部制度的公告
Shang Hai Zheng Quan Bao· 2025-09-29 20:49
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002622 证券简称:皓宸医疗 公告编号:2025-024 皓宸医疗科技股份有限公司 关于修订《公司章程》及公司部分内部制度的公告 本公司董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记载、误导性陈述或重大遗 漏。 ■ (一)将"股东大会"调整为"股东会"; (二)删除监事会、监事相关规定,由董事会审计委员会行使《公司法》规定的监事会职权; (三)新增"控股股东和实际控制人"章节; (四)新增"独立董事"章节; (五)新增"董事会专门委员会"章节; (六)将股东会股东提案权所要求的持股比例由3%降至1%。 一、关于《公司章程》修订情况 根据《中华人民共和国公司法》(以下简称"《公司法》")《上市公司章程指引》《关于新〈公司法〉 配套制度规则实施相关过渡期安排》等法律法规及规范性文件的规定,结合公司实际情况,公司拟不再 设置监事会,监事会的职权由董事会审计委员会行使,同时,公司《监事会议事规则》相应废止,公司 各项规章制度中涉及监事会、监事的规定不再适用。 本次事项尚需提交公司股东大会审议,同时提请股东大会授权公司经营管理层办理工商变更登 ...
医渡科技9月29日斥资192.71万港元回购33.5万股
Zhi Tong Cai Jing· 2025-09-29 12:38
医渡科技(02158)发布公告,于2025年9月29日斥资192.71万港元回购33.5万股股份。 ...
创业团队高学历成标配,超九成由硕博掌舵,2025值得关注的硬科技创变者榜单闪亮发布
创业邦· 2025-09-29 11:14
Core Viewpoint - The article emphasizes the significance of hard technology innovation as a core driver for reshaping competitive landscapes, leading industrial transitions, and addressing critical challenges in key sectors such as semiconductors, high-end equipment, and new energy [2]. Group 1: Evaluation Process - The evaluation process for the "Hard Technology Innovators" selection took three months, attracting over a hundred early-stage companies through active applications and recommendations from investment institutions [3]. - The assessment was based on three dimensions: technological and product achievements, commercial value and potential, and the influence of founding teams, utilizing a composite review model [3]. - A total of 44 companies were selected for the "2025 Worthy of Attention Hard Technology Innovators" list, with notable companies advancing to the final showcase event [3]. Group 2: Awarded Companies Overview - Among the awarded companies, 25 are in the smart manufacturing sector, focusing on sub-sectors like new energy batteries, new materials, semiconductors, and advanced equipment [5]. - The average establishment age of the awarded companies is three years, with 52% founded within one to three years [5]. - The top three regions for awarded companies are Beijing, Zhejiang, and Jiangsu, with a concentration of talent and entrepreneurial activity in these areas [5]. Group 3: Team Background - 24 awarded companies have core teams with overseas study backgrounds, and over 90% of founders hold master's degrees or higher, with nearly 70% possessing doctoral degrees [6]. - Notable educational institutions represented among founders include Tsinghua University, Fudan University, and Peking University [6]. Group 4: Financing Situation - 86% of awarded companies have historical financing records, indicating a trend towards attracting more early-stage and industrial capital as technology matures [7].