Group 1 - The third China International Supply Chain Promotion Expo will open on July 16, featuring multinational medical giants such as Medtronic, AstraZeneca, and GE Healthcare [1] - Medtronic will showcase a new cardiac pacing catheter developed in collaboration with local clinical experts, currently awaiting approval from domestic regulatory authorities [1] - The development of the medical device supply chain in China has led to the rapid rise of domestic medical device manufacturers, who are now moving towards high-end products [1] Group 2 - AstraZeneca announced a $2.5 billion investment plan in March to establish its sixth global strategic R&D center in Beijing, aiming to advance the life sciences sector in China [2] - GE Healthcare's new products launched at the China International Medical Equipment Fair in the first half of the year had 50% of their development led by Chinese teams, with over 80% being domestically produced [2] - GE Healthcare's global senior vice president will speak at the expo on technological innovation in the global health industry [2]

全球人工心脏主流技术路线为全磁悬浮，可以有效避免摩擦和挤压血液带来的血细胞损伤，数据显示全磁悬浮VAD与心脏移植的5年生存期相仿。2021年， 美敦力磁液悬浮人工心脏产品HVAD退市（HVAD相比雅培具有更高的中风率和死亡率），随后全球VAD市场已基本由雅培HeartMate 3垄断。目前，国内有 三家公司采用全磁悬浮技术，分别是同心医疗、核心医疗和心擎医疗。 ULTIT The of States of Street The A t 100 三日本 a 8 1 11 【自我们的 近日，上市公司蓝帆医疗（002382）在业绩预告中披露，其参股企业苏州同心医疗科技股份有限公司已于2025年6月底完成上市前融资。作为国内人工心脏 领域的头部企业，同心医疗自2022年完成数亿元人民币D+轮融资后，近期再度取得融资进展，恰逢科创板第五套标准重启，有望助推同心医疗实质性突破 上市进程。 首个国产全磁悬浮VAD，打破国外垄断 据资料，同心医疗2008年7月成立，致力于研发、生产及销售具有技术突破性的心室辅助装置（VAD），推动VAD在全球范围内实现商业化。旗下主要产品 为全磁悬浮式血泵式人工心脏慈孚®VAD（CH-VAD ...

Core Viewpoint - The "Spring Rain Action" initiative aims to promote the transformation of clinical research results in medical devices, enhancing innovation and industrialization processes in Guangdong's medical device sector [3][4]. Group 1: Policy and Implementation - The "Spring Rain Action" is a significant measure led by the National Medical Products Administration (NMPA) to facilitate the transformation of innovative medical device research results [3]. - Guangdong has established a comprehensive implementation plan for the "Spring Rain Action," which includes setting clear objectives, standards, and mechanisms for clinical research result collection and evaluation [4][5]. - The province's drug regulatory authority has emphasized the importance of early intervention and tailored support for medical device projects to streamline the approval process [5]. Group 2: Industry Status and Achievements - As of June 2025, Guangdong has 8,983 medical device production enterprises and over 1.76 million registered products, leading the nation in both categories [2]. - The province has received approval for 25 innovative drugs and 48 innovative medical devices, showcasing significant breakthroughs in the industry [2]. - Guangdong is home to 250 tertiary hospitals and 50 high-level hospitals, providing a robust platform for clinical trials and research [2]. Group 3: Collaborative Efforts and Future Directions - The training session for the "Spring Rain Action" involved over 60 representatives from various medical and research institutions, fostering collaboration across the medical, academic, and regulatory sectors [6]. - The initiative aims to create a coordinated mechanism involving multiple stakeholders to enhance the transformation of clinical research results into practical applications [6]. - The provincial drug regulatory authority plans to leverage this training as a catalyst for further collaboration and innovation in the medical device field [6].

（原标题：PicardMedical(PMI.US)IPO募资1700万美元，美加双认证人工心脏撑起3.2亿估值） 智通财经APP获悉，亚利桑那州图森市的医疗器械企业Picard Medical(PMI.US)周一正式披露首次公开募 股(IPO)条款，计划以每股3.50至4.50美元的价格区间发行430万股普通股，预计募资规模达1700万美 元。若按发行区间中值计算，该公司完全稀释后估值将达3.2亿美元。此次IPO申请已提交至美国证券交 易所，拟使用"PMI"作为股票交易代码。 本次交易由WestPark Capital、Uphorizon及Sentinel Brokers共同担任联席账簿管理人，三家机构将负责协 调股票发行与定价工作。 此次募资将主要用于推进产品管线扩展、加强市场准入能力及支持后续临床试验。随着全球心力衰竭患 者数量持续增长，SynCardia TAH作为目前唯一获批的商业化全人工心脏，其市场独占性优势有望在资 本助力下进一步显现。 作为全球唯一同时获得美国FDA和加拿大卫生部认证的植入式全人工心脏供应商，Picard Medical通过 旗下SynCardia品牌开展核心业务。其研发的Sy ...

Core Viewpoint - Bluefan Medical (002382.SZ) is expected to narrow its net loss in the first half of 2025 to between 1 billion and 1.5 billion yuan, with a reduction of 6.38% compared to the previous period, driven by the growth of new products and a significant increase in sales revenue from its cardiovascular division [1] Group 1: Financial Performance - The company anticipates a sales revenue exceeding 690 million yuan from its cardiovascular division in the first half of 2025, representing a year-on-year growth of over 20% [1] - The company reported a fair value loss of approximately 120 million yuan due to the valuation changes of its investment in Suzhou Tongxin Medical Technology Co., Ltd., which does not involve cash outflow [1] - Financial expenses of 25 million yuan were incurred in the second quarter of 2025 due to strategic investment matters related to its subsidiary, which also does not involve cash outflow [1] Group 2: Business Strategy and Innovation - Since entering the high-end medical device sector through the acquisition of Bosheng International in 2018, Bluefan Medical has shifted its focus from low-value consumables to high-value consumables, with over 2 billion yuan invested in R&D [2] - The company has been recognized in the field of innovative medical devices, particularly in the area of intravascular shockwave (IVL) technology, which is crucial for treating calcified vascular lesions [2] - Bluefan Medical has developed proprietary electrode technology that operates at lower voltages while achieving higher acoustic pressure, enhancing treatment efficacy compared to similar products [3] Group 3: Market Expansion - The company plans to leverage its existing overseas teams, channels, and stable customer relationships to expand its market presence, focusing on regions where local registration qualifications can be accepted [3] - Future plans include conducting larger-scale post-market clinical studies to lead the operational concepts and standardized treatment guidelines for IVL in the global market [3]

Core Insights - The National Medical Products Administration of China emphasizes support for high-end medical device innovation, particularly in advanced medical imaging equipment, to address the growing global demand for cardiovascular disease treatment solutions [1] - Beixin Life, a domestic company focused on high-end medical device innovation, aims to develop high-performance interventional medical devices to tackle the significant public health issue of cardiovascular diseases [1][3] - The company has successfully developed and commercialized proprietary high-performance diagnostic equipment, contributing to the advancement of domestic high-end medical devices [1][3] Industry Overview - Coronary heart disease is recognized as a major health threat globally, with cardiovascular diseases being the leading cause of death in China [2] - China has the highest annual volume of percutaneous coronary intervention (PCI) procedures, with a trend towards precision treatment guided by advanced coronary functional and imaging technologies [2] - The reliance on imported devices and materials has historically dominated the market due to high R&D barriers and long return cycles [2] Company Achievements - Since its establishment in 2015, Beixin Life has developed a series of intelligent cardiovascular interventional solutions, including the first domestically approved IVUS and FFR systems [3][4] - The company has obtained over 20 Class III medical device registrations and successfully launched 11 products [3] - Beixin Life is the only domestic company with the technology to develop and manufacture 60MHz high-frequency micro-ultrasound transducers and MEMS pressure sensor modules [4] Market Potential - The cardiovascular device market is the second largest globally and is expected to grow rapidly over the next decade, with a significant patient population for coronary heart disease [7] - The number of PCI procedures in China is projected to increase from 1.906 million in 2024 to 4.298 million by 2030, with a compound annual growth rate of approximately 14.5% [7] - The precision PCI market in China is expected to grow from 2.04 billion yuan in 2022 to 9.42 billion yuan by 2030, with a compound annual growth rate exceeding 20% [7] Competitive Position - Beixin Life's FFR product captured 30.6% of the domestic market share shortly after its launch, while its IVUS product became the leading domestic option, reducing reliance on imports [8] - The company has successfully expanded its products to international markets, receiving positive feedback and achieving routine clinical use in multiple countries [8] - Beixin Life aims to enhance the synergy of its product system and adapt to international markets, thereby improving the global competitiveness of China's high-performance medical device industry [9]

LotosPFA系统能够显著简化手术操作，提升手术效率，同时为临床医生带来极致的操作体验。系统配 套的LotosPFA导管具有针对PFA技术高度定制化创新设计的独特高密度16个电极和高稳定性的耦合式网 篮设计，其可通过变化形态适应更多肺静脉形态，且在所有目标肺静脉位置均不易出现电极变形。此 前，该导管已在动物实验中证实能够实现非旋转消融术式(single-shot)，相关研究成果于2024年初发表 在国际知名的心脏电生理学期刊《EP Europace》上。 近日，2025年欧洲心脏病学会大会(ESC Congress2025)正式公布突破性临床研究专场(Late-Breaking Clinical Trials)入选名单。值得关注的是，由深圳北芯生命科技股份有限公司(以下简称"北芯")旗下控股 子公司——深圳北芯医疗科技有限公司(以下简称"北芯医疗")自主研发的LotosPFA纳秒脉冲电场消融 (nsPFA)系统支持的全球首个nsPFA对比压力感应射频消融(RFA)的InsightPFA前瞻性、多中心、随机对 照研究(RCT)成功入选此名单，相关研究结果将于9月1日在ESC大会进行全球首次发布。 该研究由广东 ...

Group 1 - CITIC Construction Investment expects a net profit of 4.43 billion to 4.57 billion yuan for the first half of 2025, representing a year-on-year increase of 55%-60% [1] - New Hope anticipates a net profit of 680 million to 780 million yuan for the first half of 2025, recovering from a loss of 1.217 billion yuan in the same period last year [2] - Foton Motor forecasts a net profit of approximately 777 million yuan for the first half of 2025, marking an increase of about 87.5% year-on-year [7] Group 2 - North New Road and Bridge expects a net loss of 70 million to 85 million yuan for the first half of 2025 [2] - Nanwei Co. anticipates a net loss of 12 million to 16 million yuan for the first half of 2025 [3] - Hanhua Technology projects a net loss of 45 million to 60 million yuan for the first half of 2025, widening the loss by 11.42%-18.10% compared to the previous year [6] Group 3 - Songlin Technology expects a net profit of 90 million to 95 million yuan for the first half of 2025, a decrease of 57.06%-59.32% year-on-year [4] - Fuchun Environmental Protection anticipates a net profit of 178 million to 207 million yuan for the first half of 2025, representing a year-on-year increase of 80%-110% [18] - Ansteel Group forecasts a net loss of 1.144 billion yuan for the first half of 2025, a reduction in loss of approximately 57.46% compared to the previous year [20][22] Group 4 - China Wuyi expects a net loss of 80 million to 104 million yuan for the first half of 2025, a significant decline compared to the previous year [28] - Meikailong anticipates a net loss of 1.59 billion to 1.92 billion yuan for the first half of 2025 [26] - Aijian Group projects a net profit of 140 million yuan for the first half of 2025, a decrease of 33.26% year-on-year [27]

来源：科技日报 更严重的问题是检测的滞后性。"重症患者的血钠可能每分钟都在变化。"田震表示，开发一种无创、可 以动态观测血钠变化的检测方式极为重要。 新技术有望实现无创连续检测 基于这些临床痛点，团队创新性地采用了基于"水静音"的太赫兹光声技术，研发了新型太赫兹光声系 统。田震介绍，该系统为无创实时血钠监测提供了全新解决方案。 受访单位供图 ◎本报记者 陈 曦 通讯员 赵 晖 近日，天津大学科研团队开发了一种新型太赫兹光声系统，该系统首次实现无须抽血或标记即可实时监 测活体小鼠血钠水平，人体实验也证实了其临床应用潜力。相关成果日前发表在国际期刊《光学》上。 动态观测血钠浓度变化尤为重要 "钠离子是人体最重要的电解质之一，它参与调节水电解质平衡、能量代谢和细胞功能，对于机体免疫 与炎症调节具有多方面重要作用。"在天津大学实验室，论文通讯作者、天津大学精密仪器与光电子工 程学院光电子科学技术系教授田震向记者展示了血钠检测的重要性。他拿起一支采血管说，数据显示， 全球每年有300万—600万患者出现血钠紊乱，其中低钠血症患病率达15%—20%，高钠血症患病率为 9%，严重血钠失衡患者的死亡率高达40%—60%。 田 ...

Group 1 - The medical health ETF Taikang (159760) has seen a 0.17% increase, marking its fifth consecutive rise, while the index it tracks, the National Certificate Public Health and Medical Health Index (980016), rose by 0.13% [1] - As of July 14, the latest scale of the medical health ETF Taikang reached 82.4979 million yuan, a new high in nearly three months [2] - The medical device sector is expected to experience a performance turning point, driven by policies such as the old-for-new program and the gradual clearance of channel inventory [2] Group 2 - The top ten weighted stocks in the National Certificate Public Health and Medical Health Index account for 51.67% of the index, with leading companies including WuXi AppTec (603259) and Hengrui Medicine (600276) [3] - The CDMO sector has rebounded, with WuXi AppTec expected to see significant growth in revenue and profit by mid-2025, indicating strong global market demand [2] - The innovation drug industry chain is anticipated to enter a new upward cycle, supported by an improving domestic investment environment and active financing activities [2]