证券之星消息，1月5日医疗服务板块较上一交易日上涨4.77%，三博脑科领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。医疗服务板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603127 | 昭衍新药 | 2.35 Z | 22.74% | -9686.88万 | -9.38% | -1.38 Z | -13.36% | | 301293 | 三博脑科 | 2.14 乙 | 28.28% | -1.36亿 | -18.04% | -7732.79万 | -10.24% | | 603259 | 药明康德 | 1.81 Z | 2.63% | -3.71 乙 | -5.39% | 1.90 Z | 2.76% | | 002173 | 创新医疗 | 1.76 Z | 51.25% | -9072.19万 | -26.48% | -8486 ...

Market Overview - On January 5, the A-share market opened high and trended upward, with the Shanghai Composite Index finding support around 3984 points before stabilizing and rising[2][3] - The Shanghai Composite Index closed at 4023.42 points, up 1.38%, while the Shenzhen Component Index rose 2.24% to 13828.63 points[7][8] - Total trading volume for both markets reached 25,675 billion yuan, above the median of the past three years[3][16] Sector Performance - Strong performers included insurance, medical services, semiconductors, and electronic components, while tourism, aviation, robotics, and railways lagged[3][7] - Over 80% of stocks in the two markets rose, with notable gains in sectors like medical devices and shipbuilding[7][9] Valuation Metrics - The average price-to-earnings (P/E) ratios for the Shanghai Composite and ChiNext indices are 16.30 times and 49.98 times, respectively, above the median levels of the past three years, indicating a favorable long-term investment environment[3][16] Economic Outlook - The attractiveness of RMB assets is increasing, with expectations for credit growth and supportive policies in the new year[3][16] - The domestic monetary policy is expected to remain "moderately loose," while the market anticipates continued interest rate cuts by the Federal Reserve in 2026, contributing to a more favorable global liquidity environment[3][16] Investment Recommendations - Investors are advised to focus on sectors such as electronic components, semiconductors, insurance, and medical services for short-term opportunities[3][16]

截至1月5日收盘，辅助生殖概念上涨4.45%，位居概念板块涨幅第9，板块内，69股上涨，谱尼测试、 熵基科技、麦澜德等20%涨停，国际医学、众生药业、福元医药等涨停，采纳股份、兰卫医学、迪安诊 断等涨幅居前，分别上涨11.05%、10.27%、8.08%。跌幅居前的有思创医惠、明德生物、ST香雪等，分 别下跌4.74%、1.20%、0.11%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002317 | 众生药 业 | 10.01 | 10.86 | 29260.43 | 17.57 | | 301330 | 熵基科 技 | 20.00 | 17.61 | 20993.04 | 27.06 | | 000516 | 国际医 学 | 10.02 | 2.62 | 11125.36 | 41.60 | | 300887 | 谱尼测 试 | 20.00 | 18.18 | 10773.41 | 15.14 | | 600 ...

Core Insights - The establishment of international departments in public hospitals, driven by market demand, signifies a shift towards high-end medical services, with Beijing Children's Hospital International Department being a recent example [1][10] - The international department offers a premium service with high costs, yet attracts parents seeking quality care, indicating a growing willingness to pay for specialized medical services [4][10] Group 1: Hospital Features and Services - Beijing Children's Hospital International Department operates with 18 private rooms, equipped with high-end medical facilities, creating a more comfortable environment compared to traditional pediatric hospitals [2][6] - The pricing structure includes a basic registration fee of 1,000 yuan, with specialized consultations costing 1,500 yuan and bed fees at 1,200 yuan per night, significantly higher than standard department fees [4][10] - The international department has partnered with 11 insurance companies, allowing families with high-end medical insurance to access direct payment services, enhancing its appeal [4][5] Group 2: Market Dynamics and Competition - Despite the advantages of public hospital international departments, private hospitals maintain competitive edges in emergency services and drug availability, which are critical for certain patient needs [7][11] - The emergence of public hospital international departments is reshaping the high-end pediatric market, providing more options for families, but also highlighting the ongoing trust issues faced by private institutions [8][9] - Public hospitals are limited in their market operations due to regulations that restrict the proportion of premium services, ensuring that the majority of resources remain focused on basic healthcare needs [10][11]

Core Insights - The integration of artificial intelligence (AI) technology at Changzhou First People's Hospital is transforming the entire medical service process, from outpatient inquiries to surgical records and pathology diagnosis [1][3][4] Group 1: AI in Surgical Procedures - AI generates structured surgical records in real-time, enhancing accuracy and timeliness compared to traditional methods [1] - The completion rate of immediate surgical records has increased from 15% to 88% due to AI implementation [7] Group 2: AI in Outpatient Services - The "Changyi Wanshitong" intelligent inquiry system assists patients in obtaining registration suggestions, significantly improving the efficiency of outpatient services [3] - Daily outpatient records generated with AI have surged from under 200 to over 3,000 in one year [3][7] Group 3: AI in Patient Monitoring and Care - Wearable monitoring devices in maternity wards provide real-time vital sign tracking, enhancing patient safety and response times [4] - The AI infusion system monitors infusion status and alerts staff in case of abnormalities, improving nursing efficiency [4] Group 4: AI in Imaging and Pathology - AI systems in the imaging department can identify small lung nodules with a sensitivity of over 94%, reducing diagnosis time significantly [5] - Digital pathology allows for rapid processing of slides, enabling same-day consultations for remote hospitals, which previously took at least three days [5] Group 5: Innovations in Logistics - The hospital has launched a 5G-A low-altitude medical drone service, reducing transport time for medical supplies from 26 minutes to 7 minutes [6] Group 6: Strategic Development and Future Plans - The local health authority has prioritized smart hospital construction and established a special fund to support AI clinical applications [7] - The hospital aims to focus on "AI + specialty" developments by 2026, with ongoing research projects in various medical fields [7][8] Group 7: Overall Impact and Results - Average patient wait times have decreased from 48 minutes to 35 minutes, and medical record writing time has been reduced by 35% across city hospitals [8] - The hospital's AI-assisted processes have demonstrated significant operational improvements, with over 3,610 outpatient records generated by AI in a single day [8]

Market Overview - On January 5, 2026, the A-share market experienced a strong opening, with all three major indices rising collectively. The Shanghai Composite Index regained the 4000-point mark, closing up by 1.38% [1] - The Shenzhen Component Index increased by 2.24%, while the ChiNext Index rose by 2.85% [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 2.5 trillion yuan, marking a significant increase of over 500 billion yuan compared to the previous trading day [1] Sector Performance - The market saw a broad-based rally across various sectors, with notable gains in insurance, medical devices, medical services, shipbuilding, semiconductors, precious metals, gaming, electronic chemicals, and biopharmaceuticals [1] - The stocks in the brain-computer interface sector experienced a collective surge, with multiple companies such as Botao Bio, Daoshi Technology, Sanbo Brain Science, and others hitting the 20% daily limit up [1]

Group 1 - The core activity involved a health public survey and health science promotion event organized by the community and a local hospital to enhance residents' health awareness and access to quality medical services [2][3] - The event took place on January 4, 2026, at 8:30 AM, in the Shangcheng Yaju community, providing free health services such as thyroid ultrasound checks, blood sugar testing, and blood pressure measurement [2] - Community volunteers assisted in organizing the event, ensuring residents were guided and supported throughout the process, particularly for the elderly who required additional help [2] Group 2 - Health science manuals were distributed to residents, covering topics such as traditional Chinese medicine and thyroid disease prevention, aimed at improving health protection awareness [3] - The initiative received positive feedback from residents, indicating a successful effort to bring medical resources closer to the community [3] - The community plans to continue offering various health services regularly, focusing on residents' health needs to contribute to building a healthy and harmonious community [3]

Market Overview - The A-share market saw all three major indices rise, with the Shanghai Composite Index closing at 4023.42 points, up 1.38%, and a total trading volume of 10,673.34 billion yuan [1] - The Shenzhen Component Index closed at 13,828.63 points, up 2.24%, with a trading volume of 14,789.37 billion yuan [1] - The ChiNext Index closed at 3,294.55 points, up 2.85%, with a trading volume of 6,962.18 billion yuan [1] Sector Performance - The insurance sector led the gains with a rise of 6.72%, totaling a trading volume of 381.27 million hands and a net inflow of 31.75 billion yuan [2] - The medical device sector increased by 5.84%, with a trading volume of 1,345.93 million hands and a net inflow of 44.39 billion yuan [2] - The medical services sector rose by 5.59%, with a trading volume of 1,104.56 million hands and a net inflow of 26.68 billion yuan [2] - Other notable sectors with positive performance include gaming (up 4.10%) and biotechnology (up 3.31%) [2] Declining Sectors - The diversified financial sector experienced a decline of 0.72%, with a trading volume of 1,487.42 million hands and a net outflow of 4.55 billion yuan [2] - The electrical machinery sector fell by 0.71%, with a trading volume of 641.98 million hands and a net outflow of 8.83 billion yuan [2] - The road and railway transportation sector decreased by 0.57%, with a trading volume of 799.34 million hands and a net outflow of 8.40 billion yuan [2]

Core Viewpoint - The core investment theme for the pharmaceutical and biotechnology industry in 2025 is the internationalization of innovative drugs, with significant transactions boosting market confidence and new drug licensing revenues becoming a crucial funding source for sustainable corporate development [1] Group 1: Pharmaceutical and Biotechnology Industry - The internationalization of innovative drugs is expected to enhance corporate valuations, with China making continuous advancements in dual antibodies and ADCs, while also achieving breakthroughs in emerging technologies like small nucleic acids and inhalation formulations [1] - The proportion of overseas revenue in corporate value is anticipated to increase, as companies leverage their strengths in these areas [1] - The medical device sector is transitioning from low-value consumables to high-value consumables, overcoming certification and sales barriers, with high-value exports growing rapidly and the European and American markets becoming significant sources of incremental growth [1] Group 2: Market Dynamics - The impact of domestic centralized procurement is gradually being digested, leading to increased replacement opportunities, and the overall performance of the industry is expected to recover [1] - Domestic demand-driven segments, such as chain pharmacies and CROs, are undergoing a cleansing cycle, with leading companies gradually resuming growth [1] - The push for innovation and internationalization is driving the industry from low-level competition to source innovation, although structural opportunities should be monitored, as only truly innovative companies can share in the global market dividends [1] Group 3: Investment Instruments - The medical ETF (159828) tracks the CSI Medical Index (399989), which selects listed companies in the medical device, medical services, and medical information sectors from the Shanghai and Shenzhen markets to reflect the overall performance of related securities in China's medical industry [1]

针对上述提问，国际医学回应称："您好，感谢您对公司的关注。西安国际康复医学中心有限公司为西 安圣心医疗管理有限公司全资子公司，公司持有西安圣心医疗管理有限公司55%的股权。根据公司已披 露的《2024年度报告》，2024年西安圣心医疗管理有限公司实现营业收入5,774.21万元。谢谢！" 来源：市场资讯 有投资者在互动平台向国际医学提问："请问贵公司康复医学的股权结构是怎样的？康复医学在那个院 区？康复医学现在的营收占比是多少？设计床位是多少？使用量占比多少？" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...