Core Viewpoint - The CSI All Share Healthcare Equipment and Services Index has shown a slight increase of 1.03% on June 25, closing at 13,409.79 points, with a trading volume of 14.805 billion yuan, despite a decline of 1.11% over the past month and 4.37% over the past three months [1][2]. Group 1: Index Performance - The CSI All Share Healthcare Equipment and Services Index has decreased by 3.04% year-to-date [1]. - The index is based on a sample of listed companies in the healthcare sector, reflecting the overall performance of these securities [1]. - The index was established on December 31, 2004, with a base point of 1,000.0 [1]. Group 2: Index Holdings - The top ten weighted companies in the index are: Mindray Medical (9.98%), United Imaging (8.42%), Aier Eye Hospital (7.67%), Aimeike (3.48%), Huatai Medical (3.26%), New Industries (2.98%), Yuyue Medical (2.83%), Lepu Medical (2.29%), Meinian Health (2.09%), and Shandong Pharmaceutical Glass (1.96%) [1]. - The index's holdings are primarily listed on the Shenzhen Stock Exchange (60.30%) and the Shanghai Stock Exchange (39.70%) [1]. Group 3: Industry Composition - The industry composition of the index includes: medical devices (35.16%), medical consumables (28.03%), in vitro diagnostics (21.23%), and medical services (15.58%) [2]. - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]. - Public funds tracking the healthcare sector include various funds such as Southern CSI All Share Healthcare Equipment and Services Link A, C, I, and several ETFs [2].

零磁医学是基于先进的超高灵敏极弱磁场测量技术，在接近零磁场的特殊环境中检测人体器官极弱磁 场，进行人体功能信息成像，探索极弱磁环境中人和其他生物的生理特性与功能的前沿领域研究。该技 术在心脑血管疾病早期识别监测评估特别是心脏、颅脑等功能性疾病早期诊断中发挥重要作用。医院高 度重视心/脑磁科研装备联合验证工作，成立零磁医学研究中心，抽调专职人员参与杭州极弱磁场国家 重大科技基础设施研究院自主研发的心磁、脑磁系列装备数据采集工作，目前已积累上万例高质量临床 数据，采集数量与质量均位居前列，在零磁医学临床研究中表现突出，作为地市级医院代表交出了亮眼 答卷，成为地市级医院中的标杆。 目前心磁成像设备已入选国家高端医疗装备重点产品清单、零磁医疗装备获批省地协同重大项目并启动 市级示范工程，零磁医学临床研究及应用创新即将进入新的阶段。 齐鲁晚报.齐鲁壹点姜曼 临沂市人民医院是零磁医学研究与应用联盟成员单位、山东省零磁医学重点实验室临床验证应用分中 心、零磁医学研究与应用联盟健康管理分会委员单位，是全国首批零磁医学临床验证的市级重要示范基 地，也是与杭州极弱磁场重大科技基础设施研究院签订战略合作协议的山东省"首家"地市级合 ...

Group 1: Investor Protection and Engagement - The Beijing Listed Companies Association (北上协) is actively promoting investor protection to enhance communication and cooperation between listed companies and investors, which is essential for the healthy development of the capital market [1][2] - The "Shareholders Come" series of activities, held from April 10 to June 24, involved over 400 industry analysts and institutional investors visiting seven listed companies, primarily focusing on private enterprises [1][2] Group 2: Company Highlights and Innovations - Beijing Yubang Electric Technology Co., Ltd. (煜邦电力) showcased its strong growth, achieving a revenue of 940 million yuan with a year-on-year increase of 67.35% and a net profit of 111 million yuan, reflecting a significant growth of 195.77% [3] - Innovent Biologics, Inc. (诺诚健华) is set to launch innovative treatments in the blood cancer field, with its new drug, Tanshizhuo Monoclonal Antibody, expected to be approved in May 2025 [3][4] - Sanwei Xinan Technology Co., Ltd. (三未信安) demonstrated its advancements in cryptography, showcasing a self-developed XS100 cryptographic chip and a series of quantum-resistant products [4] Group 3: Strategic Alignment and Future Prospects - Companies are aligning their strategies with national development goals, such as Beijing Zhongke Jincai Technology Co., Ltd. (中科金财), which is focusing on AI technology applications and data value extraction [6] - Beijing Jiexun Feihong Electric Co., Ltd. (佳讯飞鸿) is innovating in the ICT field, particularly in smart transportation and defense information systems [7] - Tianzhihang Medical Technology Co., Ltd. (天智航) introduced its orthopedic surgical robot, which is the first of its kind to cover major orthopedic procedures, showcasing its advanced capabilities [8] Group 4: Market Environment and Future Directions - The "14th Five-Year Plan" emphasizes the importance of investor protection, particularly for small and medium investors, as part of broader capital market reforms [9] - The North Association aims to enhance transparency and communication between listed companies and investors, fostering a more stable investment environment [10] - The initiative seeks to help investors understand the core competitiveness and industry prospects of companies, encouraging a long-term investment perspective [10]

创50ETF紧密跟踪创业板50指数，创业板50指数由创业板市场中日均成交额较大的50只股票组成，反映 了创业板市场内知名度高、市值规模大、流动性好的企业的整体表现。 数据显示，截至2025年5月30日，创业板50指数(399673)前十大权重股分别为宁德时代(300750)、东方财 富(300059)、汇川技术(300124)、迈瑞医疗(300760)、阳光电源(300274)、中际旭创(300308)、新易盛 (300502)、亿纬锂能（维权）(300014)、爱尔眼科(300015)、胜宏科技(300476)，前十大权重股合计占比 65.6%。 创50ETF(159681)，场外联接A：018482；联接C：018483；联接I：023024。 消息面上，6月23日，深交所全资子公司深圳证券信息有限公司发布公告称，将于6月27日发布创业板电 池指数、创业板医疗指数、创业板算力基础设施指数、创业板传媒指数、创业板金融科技指数等5条创 业板主题指数。此举引发市场对创业板的关注。 民生证券认为，AI agent引领的软件大革命正处于从0到1的拐点，AI应用无疑是贯穿未来的最核心主 线，与此同时新一轮金融科技创新 ...

河南翔宇医疗设备股份有限公司 2025 年第一次临时股东大会会议资料 证券代码：688626 证券简称：翔宇医疗 河南翔宇医疗设备股份有限公司 会议资料 河南翔宇医疗设备股份有限公司 2025 年第一次临时股东大会会议资料 河南翔宇医疗设备股份有限公司 议案 1：关于《公司 2025 年员工持股计划（草案）》及其摘要的议案 ....... 8 议案 3：关于提请股东大会授权董事会办理公司 2025 年员工持股计划相关事宜 河南翔宇医疗设备股份有限公司 2025 年第一次临时股东大会会议资料 河南翔宇医疗设备股份有限公司 河南翔宇医疗设备股份有限公司（以下简称"公司"）为维护全体股东的合 法权益，保证股东大会的正常秩序和议事效率，确保大会的顺利进行，根据《中 华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》 （以下简称"《证券法》"）、《上市公司股东大会规则》及《公司章程》、《股 东大会议事规则》及中国证券监督管理委员会、上海证券交易所的有关规定，公 司特制定本会议须知： 一、为确认出席大会的股东或其代理人或其他出席者的出席资格，会议工作 人员将对出席会议者的身份进行必要的核对工作，请给 ...

Summary of Key Points from the Conference Call Industry Overview - The Chinese pharmaceutical industry is gaining competitive advantages globally, particularly in population, domestic demand, manufacturing, and supply chain capabilities, with rapid innovation driving more companies to expand internationally [1][2] - The U.S. leads in innovation, early-stage research, and high pricing, influencing market selection and supply chain strategies for companies [1][2] Core Insights and Arguments - Positive changes are occurring within the pharmaceutical supply chain, including optimized generic drug procurement rules, profitability for leading innovative drug companies in the domestic market, steady progress in medical insurance negotiations, and accelerated domestic substitution due to policy and industrial collaboration [1][4] - The first half of 2025 saw a record high in upfront payments for international licensing of Chinese innovative drugs, reaching $3.19 billion, expected to surpass 2024's total [1][5] - The medical device sector is facing challenges from procurement and bidding impacts, with Q1 performance under pressure but anticipated high growth in Q2 and beyond [1][6][7] - CXO (Contract Research Organization) demand is recovering overseas, with significant improvements in orders from the U.S. and Europe, indicating strong growth potential for Chinese companies in international markets [1][8] Additional Important Content - The investment strategy for the pharmaceutical industry in mid-2025 emphasizes "rooted domestically, expanding internationally," focusing on China's integration into the global supply chain and the need to assess companies from a global perspective [2] - The medical device industry is expected to see a new round of upgrades in the second half of the year, with potential new policies in 2026 [3][9] - The raw material drug sector is divided into two main lines: opportunities from patent cliffs and specialty raw materials, and vertical integration within the supply chain [3][14] - The blood products industry is projected to stabilize with growth opportunities in the second half of 2025, despite challenges in Q1 due to supply and pricing issues [15][67] - The vaccine industry is under pressure but has long-term growth potential due to ongoing innovation and market recovery [68][71] Company-Specific Insights - Companies like Mindray are highlighted for their long-term value and global expansion potential, with a focus on high-value consumables and medical devices [9][10] - In the A-share market, companies such as Spring Life and Huatai Medical are recommended for investment, particularly those with international expansion strategies [12] - In the Hong Kong market, companies like Aikang Medical and Spring Life are noted for their strong performance and investment potential [13][56] Future Trends and Opportunities - The pharmaceutical industry is expected to see continued growth driven by domestic demand and international market expansion, with a focus on innovative drug development and strategic partnerships [39][66] - The medical device sector is likely to benefit from policy-driven improvements and technological advancements, with significant opportunities for companies that can adapt to changing market conditions [9][49] - The IVD (in vitro diagnostics) sector is expanding through acquisitions and technological advancements, with companies like Antu Bio and Shengxiang actively enhancing their capabilities [61][62] This summary encapsulates the key points discussed in the conference call, providing insights into the current state and future outlook of the pharmaceutical and medical device industries in China.

其 他 报 告 2025年06月23日 晨会纪要 | 国内市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 上证综合指数 | 3360 | -0.07 | -0.25 | | 深证成份指数 | 10005 | -0.47 | -0.60 | | 沪深300指数 | 3847 | 0.09 | -0.25 | | 创业板指数 | 2010 | -0.83 | 0.22 | | 上证国债指数 | 225 | 0.06 | 0.16 | | 上证基金指数 | 6906 | -0.01 | -0.02 | | | | 资料来源:同花顺iFinD | | | 海外市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 中国香港恒生指数 | 23530 | 1.26 | 0.42 | | 中国香港国企指数 | 8527 | 1.38 | 0.30 | | 中国台湾加权指数 | 22046 | 0.19 | 1.90 | | 道琼斯指数 | 42207 | 0 ...

Overview - The article discusses the share transfer of Yirui Technology Group Co., Ltd. (奕瑞科技) by its shareholder Hainan Heyi Investment Co., Ltd. (海南合毅) to specific institutional investors, organized by China International Capital Corporation (中金公司) [1] Group 1: Share Transfer Overview - The share transfer is being conducted through a price inquiry process as per relevant regulations [1] - The transfer involves a thorough qualification check of the selling shareholder, Hainan Heyi, by China International Capital Corporation [1] Group 2: Qualification Check Process - The qualification check was completed on June 4, 2025, including verification of business registration documents and ownership proof [2] - Hainan Heyi is registered in Hainan Province with a registered capital of 30 million RMB and has been operational since September 12, 2012 [3] - The company is engaged in investment activities and venture capital, with no legal or regulatory issues affecting its operational status [2][3] Group 3: Compliance with Regulations - The inquiry transfer does not violate any regulations regarding share reduction, as the annual and quarterly reports were announced prior to the transfer [4][5] - The transfer complies with the guidelines set forth by the China Securities Regulatory Commission and the Shanghai Stock Exchange [5][6] - China International Capital Corporation confirms that Hainan Heyi meets all necessary qualifications for participating in the share transfer [6]

对接会上，中非发展基金、肯尼亚国家工业与商业联合会等中非各方代表及重点企业，围绕双方产业合作、发展机遇、数字化贸易、智能生活、健康护航等 主题进行交流分享，多角度探索中非合作新方向。活动第二阶段，还设置了项目精准对接环节，300余家外贸企业与非洲采购商及配套服务企业开展面对面 洽谈，多家企业现场达成合作意向，涉及专线物流、机械制造、医疗设备等众多合作领域。 今年以来，山东省商务厅出台系列拓市场、育动能、强主体的政策措施，印发了《2025年"万企出海鲁贸全球"国际市场开拓计划》，推动万企出海，积极开 拓南美、非洲、中亚、中东等新兴市场，支持企业参加360余场境外展会，组织举办50场国际精准采购活动，千方百计支持企业拓市场、增订单、稳份额。 青岛市也出台了一系列支持企业开拓国际市场的惠企政策，包括支持企业境外参展、境内外采购对接活动等，帮助企业接触更多国际采购商，获取更多有效 订单。 非洲市场作为全球最具潜力的新兴增长极之一，人口红利显著、资源禀赋优越、市场需求旺盛，正成为中国企业拓展国际合作的重要舞台，中非经贸合作展 现出澎湃活力和长久韧性。作为"万企出海鲁贸全球"国际精准采购对接系列活动，中非经贸采购对接会推 ...

第六届跨国公司领导人青岛峰会6月19日开幕。记者在现场采访时发现，今年的峰会吸引了大量外资企业的"新面孔"参与。 0:00 / 1:34 在青岛峰会现场，一家西班牙机床生产企业的负责人告诉记者，近期公司在上海增设了一个展厅，还将扩大中国工厂的产能。此次首次参会，他将与中 国合作伙伴见面分享这些好消息。 西班牙伊巴米亚中国区总经理 荣屹航：在过去的15年里，我们在中国的销售订单总量，是整个公司收入的20%到25%。这意味着中国市场的潜力巨大， 了解中国、与中国伙伴加深了解，对公司十分重要。 沙特东南亚商业理事会董事 奥萨马·科坎迪：我是第一次来参会，这次峰会上，每个参与者都带来了他们独特的专业知识，以及独特的产品进行合作。 这就是我们为什么在这里探索，了解如何进行合作，从而在沙特和中国间架起商业合作的桥梁。 数据显示，今年首次参会的"新面孔"多达131人，占总数的23%，越南、埃及等9国企业首次参会，来自新兴市场的跨国企业占比超50%。越来越多的跨 国企业负责人通过峰会，近距离了解中国，把握中国市场脉动。 金鹰集团执行董事 总经理 陈昱廷：中国仍然是全球最大的市场之一，肯定要在中国再加大投资，肯定要重点在中国发 ...