Group 1: Market Overview - The Hong Kong stock market is currently in a period of intensive mid-year earnings forecasts disclosure, with nearly 120 companies having released their forecasts as of July 18, resulting in a positive earnings forecast rate of 50.85% [1] Group 2: Companies with Significant Earnings Growth - Pop Mart expects its revenue to grow by no less than 200% and profit to increase by no less than 350% in the first half of the year, driven by enhanced brand recognition and diversified product offerings [3] - Huabao International anticipates a pre-tax profit of between 151.2 million to 177.2 million yuan, representing a growth of approximately 91.3% to 124.3% compared to the same period last year [3] - Guoquan expects a net profit of approximately 180 million to 210 million yuan, reflecting a growth of about 111% to 146% year-on-year, attributed to ongoing revenue growth and improved operational efficiency [4] - Zhou Hei Ya forecasts total revenue between 1.2 billion to 1.24 billion yuan, a slight decline of about 1.5% to 4.7% year-on-year, but expects profit to increase by 55.2% to 94.8% [4] - October Rice Field anticipates adjusted net profit of no less than 283 million yuan, a growth of at least 90% compared to the previous year, driven by innovation and deep operations in the home food category [5] - Andeli Juice expects a net profit of approximately 187 million to 214 million yuan, an increase of 40% to 60% year-on-year, due to increased customer orders and significant growth in concentrated juice sales [5] Group 3: Companies with Expected Earnings Decline - Conning Hospital projects a decline in net profit of approximately 25% to 35% compared to the same period last year, primarily due to reduced operating income from decreased average daily expenses per bed [7] - Xinyi Solar expects a net profit decline of 56% to 66% in the first half of 2025, attributed to a significant drop in average selling prices of solar glass products and an oversupply in the market [8] - Xinyi Glass anticipates a net profit decrease of 55% to 65%, driven by declining revenue and gross profit in the float glass business due to weak demand and market price pressures [8]

Core Viewpoint - The Hong Kong stock market is currently experiencing a concentrated period of mid-term earnings forecasts, with a notable number of companies expecting significant earnings growth [1]. Group 1: Positive Earnings Forecasts - Nearly 120 Hong Kong-listed companies have released earnings forecasts, with 37 companies expecting earnings growth, 14 companies turning losses into profits, and 9 companies anticipating slight increases. The overall positive earnings forecast rate stands at 50.85% [1]. - Pop Mart expects its revenue to grow by no less than 200% and profits to increase by no less than 350% compared to the same period last year, driven by enhanced brand recognition and diversified product offerings [3]. - Huabao International anticipates a pre-tax profit of between 151.2 million to 177.2 million yuan, representing a growth of approximately 91.3% to 124.3% year-on-year, primarily due to the absence of significant impairment losses this period [3]. - Guoquan expects a net profit of approximately 180 million to 210 million yuan, reflecting a growth of about 111% to 146% year-on-year, attributed to ongoing revenue growth and improved operational efficiency [4]. - Zhou Hei Ya forecasts total revenue between 1.2 billion to 1.24 billion yuan, a slight decline of 1.5% to 4.7% year-on-year, but expects profit growth of 55.2% to 94.8% due to optimized store structure and improved sales efficiency [4]. - October Rice Field anticipates adjusted net profit of no less than 283 million yuan, a growth of at least 90% year-on-year, driven by continuous innovation in home food categories and enhanced cooperation with quality sales channels [5]. - Andeli Juice expects a net profit of approximately 187 million to 214 million yuan, an increase of 40% to 60% year-on-year, mainly due to increased customer orders and significant growth in concentrated juice sales [5]. Group 2: Negative Earnings Forecasts - Some companies, such as Conning Hospital, expect a decline in mid-term earnings, with a projected drop in net profit of about 25% to 35% year-on-year, primarily due to reduced operating income from decreased average daily expenses per bed [7]. - Conning Hospital's previous report indicated a total revenue of 1.654 billion yuan for 2024, a year-on-year growth of 3.63%, but a net profit decline of 23.7% [8]. - Xinyi Solar anticipates a net profit decrease of 56% to 66% for the first half of 2025, attributed to a significant drop in average selling prices of solar glass products amid oversupply [8]. - Xinyi Glass expects a net profit decline of 55% to 65% for the same period, due to continuous revenue and gross profit declines in the float glass business, influenced by reduced demand and market price pressures [8].

转自：草原云 7月18日，通用技术航天医科内蒙古包钢医院（以下简称：内蒙古包钢医院）顺利通过中国医药教育协 会慢性气道疾病专委会全国"慢性气道疾病规范化管理建设项目"现场评估，正式成为全国第54家、内蒙 古自治区中西部首家项目单位。 2003年，内蒙古包钢医院挂牌成立全国第一家呼吸与危重症医学科，从那时起，呼吸与危重症学科的医 疗、教学、科研等工作全面开启。在科室主任杨敬平带领下，团队在科研创新、临床能力方面不断提升 壮大，年均接待患者近5万人次，逐渐发展成为包头及周边地区首屈一指的危重监护抢救中心。目前呼 吸与危重症医学科为国家临床重点专科。 现场评审过后，开始进行全国慢性气道疾病规范化管理建设项目管理人员培训，旨在进一步规范慢性气 道疾病的诊断和治疗，改善慢性气道疾病的管理现状和预后。 据悉，内蒙古包钢医院将以此次获评"全国慢性气道疾病规范化管理建设项目"为契机，促进慢性气道疾 病专科人才队伍的建设，更加规范、标准地开展慢性气道疾病的诊治，推动区域性慢性气道疾病防治提 质升级。 评审专家进行实地考察。 据悉，该项目由中国医药教育协会慢性气道疾病专业委员会发起，通过区域试点带头作用，推动基层医 疗机构慢性气 ...

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector in the next six months [1][29]. Core Insights - The pharmaceutical and biotechnology sector has shown strong performance, with an overall increase of 4.00% in the week from July 14 to July 18, outperforming the CSI 300 index by 2.91 percentage points [3][11]. - Year-to-date, the sector has risen by 16.59%, ranking third among 31 industries, and has outperformed the CSI 300 index by 13.45 percentage points [3][13]. - The current PE valuation for the pharmaceutical and biotechnology sector stands at 30.02 times, which is at the historical median level, with a valuation premium of 137% compared to the CSI 300 index [3][17]. Market Performance - The pharmaceutical and biotechnology sector's sub-sectors that performed best last week include chemical pharmaceuticals (6.86%), biological products (3.68%), and medical services (3.14%) [3][11]. - A total of 397 stocks (82.88%) in the sector increased in value, while 70 stocks (14.61%) decreased [3][23]. - The top five performing stocks were: - Borui Pharmaceutical (42.35%) - Lisheng Pharmaceutical (41.68%) - Nanxin Pharmaceutical (34.95%) - Aosaikang (32.77%) - Yipinhong (32.13%) [3][24]. Industry News - The 11th batch of national centralized procurement was officially launched on July 15, with 55 drug varieties included, focusing on mature clinical drugs and excluding new drugs from procurement [4][25]. - He Yuan's plant-derived recombinant human serum albumin (HY1001) was approved for domestic marketing on July 18, aimed at treating liver cirrhosis with low albumin levels [4][26]. Investment Recommendations - The report suggests that the pharmaceutical and biotechnology sector remains a strong investment opportunity, particularly in innovative drugs, CXO, medical devices, traditional Chinese medicine, chain pharmacies, and medical services [5][27]. - Recommended stocks include: - Buy: Betta Pharmaceuticals, Teva Biologicals, Lao Baixing, Huaxia Eye Hospital, Qianhong Pharmaceutical, Baipusais [5][27]. - Focus: Kelun Pharmaceutical, Rongchang Biotechnology, Lizhu Group, Lingrui Pharmaceutical, Kaili Medical, Kangtai Biotechnology [5][27].

Core Viewpoint - The company, Seer Medical Technology Group Co., Ltd., has decided not to exercise the early redemption rights for its convertible bonds, despite meeting the conditions for redemption due to stock price performance [1][6]. Group 1: Convertible Bond Redemption - The company's stock price has met the condition of being above 130% of the conversion price for at least 15 trading days within a 30-day period, triggering the redemption clause for the "Seer Convertible Bonds" [1][6]. - The board of directors has resolved not to redeem the "Seer Convertible Bonds" early, considering current market conditions and the protection of investor interests [1][7]. - The company will not exercise the early redemption rights for the next three months, and if the redemption conditions are met again after October 21, 2025, the board will reconvene to decide on the matter [1][6]. Group 2: Convertible Bond Issuance and Terms - The company issued 5.4331 million convertible bonds at a face value of 100 yuan each, totaling 534.698 million yuan, with the net proceeds after expenses amounting to 532.698 million yuan [1][2]. - The initial conversion price was set at 16.98 yuan per share, with the conversion period running from March 1, 2021, to August 20, 2026 [2][3]. - The conversion price has been adjusted multiple times, with the latest adjustment reducing it from 12.50 yuan to 12.00 yuan per share, effective from February 6, 2025 [5][6]. Group 3: Compliance and Oversight - The company has adhered to necessary decision-making procedures regarding the non-redemption of the convertible bonds, in compliance with relevant regulations and guidelines [7][8]. - The sponsor institution has confirmed that the decision not to redeem the bonds early is in line with legal requirements and the company's offering documents [7][8].

儿科医生少、床位供应不足、就诊难等问题让不少家长头疼。为改变现状，国家卫生健康委在2025 —2027年开展"儿科服务年"，利用3年时间进一步扩大儿科服务供给，强化儿科服务能力。 "3家国家儿童医学中心帮扶医疗机构提高医疗服务能力，发展新业务、新技术，培养高层次的儿科 医学人才。6个国家儿童区域医疗中心覆盖了东北、华东、中南、西北、西南五大区域，为当地区域提 供很好的医疗服务。"李大川说。 以国家儿童区域医疗中心（中南）的广州市妇女儿童医疗中心为例，该中心通过医防融合和全生命 周期健康管理，"立体"维护儿童健康。"我们建成了全国首个母子一体化保健中心，并指导广东、广 西、河南等地建设了12个母子一体化保健中心。"广州市妇女儿童医疗中心党委书记余纳表示。 在医疗服务理念转变的同时，国家儿童区域医疗中心也持续探索医疗资源供给的扩大与下沉。"针 对儿童季节性高发的疾病，中心午间、夜间和周末都开通儿童门诊，并通过互联网诊疗增加复诊和咨询 量。"余纳表示，当前，日门诊量增长33%，患者等候时间缩至30分钟以内。"我们还探索将20%的专科 号源预留给社区服务中心，引导发热门诊基层首诊，疑难复杂疾病进行绿色上转。"余纳说。 ...

Core Insights - The article highlights the significant improvements in maternal healthcare in Naqu, Tibet, due to the support from medical teams and the establishment of specialized medical centers [1][4] - The successful case of a pregnant woman with severe complications showcases the enhanced capabilities of local hospitals to handle critical cases without needing to transfer patients to Lhasa [1] - The integration of telemedicine and digital tools has expanded access to quality healthcare services in remote areas, allowing for timely consultations and management of patients [3][4] Group 1: Medical Advancements - Naqu People's Hospital has established five medical rescue centers, including a critical care center for pregnant women, significantly improving the region's medical capabilities [1] - The hospital reported over 950 inpatient deliveries in the first half of the year, with only 3 cases requiring transfer, a drastic reduction from previous years [1] - The introduction of advanced medical techniques and training for local doctors has led to successful management of complex cases, such as HELLP syndrome [1][4] Group 2: Telemedicine and Digital Solutions - The implementation of a remote consultation system has allowed Naqu People's Hospital to respond to requests from lower-level medical institutions, facilitating 83 consultations to date [3] - A "Maternal and Child Cloud" mini-program has been developed to provide services such as appointment scheduling, pregnancy management, and health guidance for expectant mothers [3] Group 3: Long-term Impact and Training - Over the past decade, 131 medical experts from Liaoning Province have been sent to assist in Tibet, training 225 local medical professionals and establishing a sustainable healthcare workforce [4] - The initiative has led to breakthroughs in 293 new medical techniques and numerous complex surgeries, enhancing the overall healthcare landscape in the region [4]

Group 1 - The Thai government has launched an artificial intelligence medical data platform, marking a significant step in the digitalization of healthcare in Thailand [1] - The platform, developed by multiple organizations, stores over 2.2 million anonymous medical images covering various diseases, aiding doctors in precise diagnoses, especially in resource-limited areas [1] - The Thai government plans to invest 90 million Thai Baht (approximately 19.95 million RMB) in the AI medical data platform project from 2023 to 2026 to promote data sharing and accelerate AI development in healthcare [1] Group 2 - The Thai Ministry of Public Health initiated a "Digital Health Strategy" in 2015 to enhance healthcare through digital transformation, including extending high-speed internet to hospitals and developing remote medical systems [2] - The Ministry has released the "2024 Remote Medical Service Standards," which set strict regulations on service provider qualifications, data storage security, and traceability of service records [2] Group 3 - The application of digital technology in Thailand's healthcare sector has improved accessibility and convenience, with the government implementing the "30 Baht Universal Healthcare" plan to share patient information across hospitals [3] - The introduction of health check kiosks allows patients to self-measure vital signs and consult with doctors remotely, with plans to expand these kiosks to over 900 hospitals [3] - Data shows a steady decline in outpatient visits due to the growth of remote medical services, with daily visits to regional hospitals dropping from over 23,000 to 13,000 between 2022 and 2024 [3]

Summary of Key Points Core Viewpoint - Tongce Medical (600763) shows a positive trading performance with a closing price of 42.73 yuan, reflecting a 1.69% increase on July 18, 2025, indicating investor confidence in the company [1]. Trading Information - On July 18, 2025, the net inflow of main funds into Tongce Medical was 78.57 million yuan, accounting for 16.58% of the total transaction amount [2][4]. - Retail investors experienced a net outflow of 43.14 million yuan, representing 9.1% of the total transaction amount [2]. Company Announcements - Tongce Medical's controlling shareholder, Hangzhou Baoqun Industrial Group Co., Ltd., announced a pledge of 1.23 million shares, which is 0.81% of its total holdings and 0.27% of the company's total shares [2][4]. - The total number of pledged shares by Baoqun Industrial has reached 99.09 million, which is 65.37% of its holdings and 22.15% of the company's total shares [2]. - The pledge was initiated on July 10, 2025, with a maturity date of July 3, 2028, and the funds will be used for off-system medical project financing [2]. - Baoqun Industrial's credit situation is reported to be good, indicating a manageable risk associated with the pledged shares, which will not affect the company's main business operations or control [2].

同时，选派省人民医院普外科主任医师何锦担任天水市第二人民医院党委副书记、副院长，选派36名儿 科、中毒治疗、消化、心理卫生、检验等省级专家长期入驻天水市第二人民医院开展诊疗服务。 另据了解，天水市第二人民医院重新购置国内最新的血铅检验设备。目前已完成设备安装调试、计量检 定、比对验证和人员培训，3名省级检验专家入驻开展血铅检验工作，具备快速准确进行血铅检验的能 力。 来源： 新天水客户端 据新天水客户端消息，记者 从甘肃省卫生健康委获悉，为全面提升天水市第二人民医院医疗卫生服务水 平，由甘肃省人民医院全面托管天水市第二人民医院，省人民医院原党委书记、主任医师李兴勇担任天水 市第二人民医院党委副书记、院长。 责编： 刘珺宇 校对：赵燕 李兴勇，男，1963年8月生，中共党员，毕业于兰州医学院医疗系，医学硕士，天津中医药大学硕士研究 生导师，甘肃中医药大学博士研究生导师，省政府参事，享受国务院特殊津贴专家、甘肃省五一劳动奖章 获得者。 邮箱：bwb@stcn.com 百万用户都在看 集体拉升！特朗普，突传重磅！ A股重磅！证监会，同意！ 美联储，降息大消息！ 刚刚！中美，大消息！ 特朗普被确诊患病 违法和不良信息 ...