医疗设备

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第138届广交会将于10月15日至11月4日在广州举办
Yang Shi Xin Wen· 2025-10-10 08:07
此外,本届广交会首次举办外贸优品拓内销对接活动,设置约3000平方米对接专区。还将举办超600场 新品发布活动和13场主题论坛。截至目前,广交会全球合作伙伴增至227家,覆盖110个国家和地区。 商务部外贸司司长王志华表示,首设智慧医疗专区,吸引手术机器人、智能监测及可穿戴设备等47家企 业参加。引入46家行业领先企业,展出具身机器人、机器狗等,培育外贸发展新亮点。 今天(10日)下午,商务部召开专题新闻发布会,商务部有关负责人介绍,第138届广交会将于10月15 日至11月4日分三期在广州举办。 据介绍,本届广交会展览面积达155万平方米。展位总数7.46万个,参展企业超3.2万家,均创新高,约 3600家企业首次亮相。高新技术、专精特新、单项冠军等称号的优质企业首次突破1万家,创历史新 高,占出口展企业总数的34%。现场将展出智能类产品35.3万件。 (文章来源:央视新闻) ...
迈瑞医疗跌2.00%,成交额9.22亿元,主力资金净流入2472.10万元
Xin Lang Cai Jing· 2025-10-10 03:15
Core Viewpoint - The stock price of Mindray Medical has experienced fluctuations, with a current price of 243.27 CNY per share, reflecting a year-to-date decline of 3.36% and a recent 5-day drop of 0.71% [1] Financial Performance - For the first half of 2025, Mindray Medical reported a revenue of 16.743 billion CNY, a year-on-year decrease of 18.45%, and a net profit attributable to shareholders of 5.069 billion CNY, down 32.96% compared to the previous year [2] - Cumulative cash dividends since the A-share listing amount to 33.699 billion CNY, with 23.388 billion CNY distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Mindray Medical is 91,600, a decrease of 0.68% from the previous period, with an average of 13,241 circulating shares per person, an increase of 0.69% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 131 million shares, a decrease of 3.0252 million shares from the previous period [3]
康泰医学涨2.15%,成交额4400.49万元,主力资金净流入298.89万元
Xin Lang Cai Jing· 2025-10-10 02:57
Core Insights - The stock price of Kangtai Medical increased by 2.15% on October 10, reaching 16.66 CNY per share, with a market capitalization of 6.694 billion CNY [1] - The company has seen a year-to-date stock price increase of 21.69%, with a recent 5-day increase of 2.27% [1][2] - Kangtai Medical's main business involves the research, production, and sales of medical diagnostic and monitoring equipment, with revenue composition of 47.54% from hospital products, 41.01% from home products, and 11.45% from other products [1][2] Financial Performance - For the first half of 2025, Kangtai Medical reported a revenue of 218 million CNY, a year-on-year increase of 2.72%, and a net profit attributable to shareholders of 16.94 million CNY, reflecting a significant growth of 107.39% [2] - The company has distributed a total of 492 million CNY in dividends since its A-share listing, with 271 million CNY distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Kangtai Medical was 31,100, a decrease of 1.46% from the previous period, while the average circulating shares per person increased by 1.49% to 8,152 shares [2] - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 3.7376 million shares, an increase of 2.2665 million shares from the previous period [3]
华大智造跌2.01%,成交额8520.96万元,主力资金净流出450.45万元
Xin Lang Cai Jing· 2025-10-10 02:36
Core Viewpoint - 华大智造's stock price has shown significant fluctuations, with a year-to-date increase of 49.35%, but recent trading indicates a decline in market performance and net outflow of funds [1][2]. Financial Performance - As of June 30, 2025, 华大智造 reported a revenue of 1.114 billion yuan, a year-on-year decrease of 7.90%, while the net profit attributable to shareholders was -104 million yuan, an increase of 65.28% compared to the previous year [2]. - The company has distributed a total of 150 million yuan in dividends since its A-share listing [3]. Stock Market Activity - 华大智造's stock price decreased by 2.01% on October 10, 2023, trading at 69.88 yuan per share with a total market capitalization of 29.106 billion yuan [1]. - The stock has appeared on the龙虎榜 twice this year, with the most recent instance on March 4, 2023, where it recorded a net buy of -44.7653 million yuan [2]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 7.64% to 13,500, with an average of 15,766 shares held per person, a decrease of 7.09% [2]. - Major shareholders include 华夏上证科创板50成份ETF and 易方达上证科创板50ETF, with notable changes in their holdings [3].
国办发文:政府采购中,依法对本国产品给予价格评审优惠
Guan Cha Zhe Wang· 2025-10-09 12:52
此前,财政部有关负责人解读道:政府采购中实施本国产品政策是世界主要经济体的通行做法。主动对 接国际高标准经贸规则、积极推进完善相关法律法规、稳步扩大制度型开放,一直是中国深化政府采购 制度改革的重点。《中华人民共和国政府采购法》第十条规定,政府采购应当采购本国产品,本国产品 的界定依照国务院有关规定执行。党的二十届三中全会提出,要主动对接国际高标准经贸规则,在政府 采购领域实现规则、规制、管理、标准相通相容,打造透明稳定可预期的制度环境。《扎实推进高水平 对外开放更大力度吸引和利用外资行动方案》(国办发〔2024〕9号)明确要求"加快制定出台政府采购 本国产品标准"。借鉴国际经验,制定出台《通知》,是细化落实《中华人民共和国政府采购法》的要 求,是完善政府采购制度的重要举措,也是落实政府采购领域外资企业国民待遇的务实行动,对加快构 建统一开放、竞争有序的政府采购市场体系,保障各类经营主体平等参与政府采购活动,持续建设市场 化、法治化、国际化一流营商环境具有重要意义。 那么,如何认定是否为本国产品?《通知》明确,政府采购中的本国产品标准,是指产品在中国境内生 产,且产品的中国境内生产组件成本占比达到规定比例要求 ...
如何用一只基金投资热门科技成长赛道龙头股?
Sou Hu Cai Jing· 2025-10-09 09:05
全球降息周期和中国产业趋势的交相辉映下,成长方向仍然为市场相对一致的判断。 一方面,海外逐步开启降息周期,主流市场流动性均保持充裕,风险偏好处于较高水平。若开启连续的降息周期,对提振对于经济增长的中长期预期也有所 帮助。 另一方面,中国在半导体、机器人、军工、创新药等多个领域有实质性突破,科技+制造的市场关注度持续提升,市值占比亦持续增长。 图:2024年后全球进入降息周期 数据来源:Wind 数据来源:Wind,截至2025年9月24日 对于投资选择而言,当前较难的问题在于市场轮动较快的背景下,如何选到合适的成长板块或是成长基金: 从板块角度来说,自创业板和科创板成立以来,其囊括了中国新发的大多数新兴成长公司,是备受投资者关注投资板块。 进一步落实到指数角度,两个囊括了各成长行业龙头公司的重点指数——科创创业50指数以及创业板指备受关注,这两个指数从去年9月以来均已上涨超 100%。 图: 创业板指和科创创业50在成长行情中具备较强弹性 图: 科技、高端制造等领域的市值占比或仍在系统性提升过程中 科创创业50指数包含了科创板和创业板市值最大的50只公司。 在一轮中期成长行情中,通常多个景气赛道都会有机会(例 ...
2025-2031年毛细管电泳仪行业全产业结构深度分析及投资战略可行性评估预测报告-中金企信发布
Sou Hu Cai Jing· 2025-10-09 07:29
项目可行性报告&商业计划书专业权威编制服务机构(符合发改委印发项目可行性研究报告编制要求)-中金企信国际咨询:集13年项目编制服务经验为各 类项目立项、投融资、商业合作、贷款、批地、并购&合作、投资决策、产业规划、境外投资、战略规划、风险评估等提供项目可行性报告&商业计划书编 制、设计、规划、咨询等一站式解决方案。助力项目实施落地、提升项目单位申报项目的通过效率。 一、全球市场规模与增长趋势 报告发布方:中金企信国际咨询 根据中金企信数据显示,全球毛细管电泳仪市场正稳步增长。报告预测,到2030年,该市场总体规模将达到5亿美元,2024-2030年期间年复合增长率 (CAGR)为8.7%。这一增速与制药、生命科学领域的研发投入增长高度匹配,反映出下游行业对高精度分离分析设备的持续需求。 数据整理:中金企信国际咨询 二、市场竞争格局 从竞争格局来看,全球毛细管电泳仪行业呈现"头部企业主导、技术壁垒高"的特征。全球主流生产商包括SCIEX&Beckman(Danaher)、Promega、 AgilentTechnologies(安捷伦科技)、LumexInstruments、Sebia、HelenaLabora ...
宝莱特跌2.09%,成交额3593.18万元,主力资金净流出81.99万元
Xin Lang Zheng Quan· 2025-10-09 06:35
Core Viewpoint - Baolait's stock price has experienced fluctuations, with a year-to-date increase of 27.77% but a recent decline in the last five, twenty, and sixty trading days [2] Group 1: Stock Performance - On October 9, Baolait's stock fell by 2.09%, trading at 8.42 CNY per share, with a total market capitalization of 2.228 billion CNY [1] - The stock has seen a net outflow of 819,900 CNY in principal funds, with large orders buying 1.6688 million CNY (4.64%) and selling 2.4887 million CNY (6.93%) [1] - Year-to-date, the stock has increased by 27.77%, but it has decreased by 1.29% over the last five trading days, 3.22% over the last twenty days, and 17.29% over the last sixty days [2] Group 2: Company Overview - Baolait Medical Technology Co., Ltd. was established on June 28, 1993, and went public on July 19, 2011, focusing on the research, production, sales, and service of medical devices [2] - The company's main revenue sources are hemodialysis products (77.51%), monitoring devices (21.39%), and other products (1.10%) [2] - As of June 30, 2025, Baolait had 18,400 shareholders, a decrease of 6.12% from the previous period, with an average of 11,477 circulating shares per shareholder, an increase of 6.50% [2] Group 3: Financial Performance - For the first half of 2025, Baolait reported operating revenue of 523 million CNY, a year-on-year decrease of 2.43%, while net profit attributable to shareholders was 1.3134 million CNY, a year-on-year increase of 152.22% [2] - Since its A-share listing, Baolait has distributed a total of 244 million CNY in dividends, with 35.1578 million CNY distributed in the last three years [3] Group 4: Shareholder Information - As of June 30, 2025, the seventh largest circulating shareholder is Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund, holding 1.6 million shares, an increase of 259,800 shares from the previous period [3] - The ninth largest circulating shareholder is Huaxia CSI 500 Index Enhanced A Fund, holding 1.2289 million shares, marking a new entry [3]
华大智造涨2.02%,成交额1.61亿元,主力资金净流入213.58万元
Xin Lang Zheng Quan· 2025-10-09 05:42
10月9日,华大智造盘中上涨2.02%,截至13:34,报70.57元/股,成交1.61亿元,换手率0.56%,总市值 293.94亿元。 资金流向方面,主力资金净流入213.58万元,特大单买入980.85万元,占比6.10%,卖出388.10万元,占 比2.41%;大单买入3111.68万元,占比19.36%,卖出3490.85万元,占比21.72%。 资料显示,深圳华大智造科技股份有限公司位于广东省深圳市盐田区北山工业区综合楼及11栋2楼,成 立日期2016年4月13日,上市日期2022年9月9日,公司主营业务涉及专注于生命科学与生物技术领域,以 仪器设备、试剂耗材等相关产品的研发、生产和销售。 华大智造所属申万行业为:医药生物-医疗器械-医疗设备。所属概念板块包括:基因测序、合成生物、 医疗器械、精准医疗、中盘等。 责任编辑:小浪快报 截至6月30日,华大智造股东户数1.35万,较上期增加7.64%;人均流通股15766股,较上期减少7.09%。 2025年1月-6月,华大智造实现营业收入11.14亿元,同比减少7.90%;归母净利润-1.04亿元,同比增长 65.28%。 分红方面,华大智造A股上市 ...
伟思医疗涨2.02%,成交额5237.46万元,主力资金净流入325.57万元
Xin Lang Cai Jing· 2025-10-09 05:18
10月9日,伟思医疗盘中上涨2.02%,截至13:00,报50.59元/股,成交5237.46万元,换手率1.09%,总市 值48.45亿元。 资金流向方面,主力资金净流入325.57万元,大单买入1009.05万元,占比19.27%,卖出683.48万元,占 比13.05%。 伟思医疗今年以来股价涨86.61%,近5个交易日涨2.12%,近20日跌1.19%,近60日涨12.35%。 资料显示,南京伟思医疗科技股份有限公司位于江苏省南京市雨花台区宁双路19号9栋,成立日期2001 年1月10日,上市日期2020年7月21日,公司主营业务涉及康复医疗器械的研发、生产和销售,以研发创 新为发展驱动力,致力于在盆底及产后康复、神经康复、精神康复等细分领域为医疗及专业机构提供安 全、有效的康复医疗产品及整体解决方案。主营业务收入构成为:磁刺激类39.44%,耗材及配件 19.42%,电生理类19.18%,激光射频类10.26%,电刺激类8.42%,其他3.28%。 伟思医疗所属申万行业为:医药生物-医疗器械-医疗设备。所属概念板块包括:互联医疗、养老产业、 医疗美容、智慧医疗、医疗器械等。 截至6月30日,伟思医疗 ...