制图:陈欣(豆包AI生成) 12月18日-20日，2025深圳国际高性能医疗器械展暨创新医药展在深圳会展中心举办。这不仅是一场展 示行业最新成果的盛会，更致力于搭建"产、学、研、医、资"高效联动的生态平台。值得关注的是，通 过深度聚焦金融赋能与出海拓展两大关键引擎，本届展会积极回应了产业发展的核心需求，举办多场相 关主题论坛活动。 晶泰科技与海外药企签59.9亿美元订单 成人工智能赋能药物研发领域最大订单 今年，晶泰科技与海外药企签订总金额59.9亿美元合作订单，斩获人工智能赋能药物研发领域的订单金 额之最；普瑞金与细胞治疗头部企业签下16.4亿美元合作开发协议，成为体内CAR-T领域首个对外授权 的研发管线；希格生科抗胃癌靶向药获享有"医药界诺奖"之称的盖伦奖提名；华大智造测序系列技术今 年1.2亿美元出海，成为我国科学仪器首例对外授权合作案例…… 18日举办的"智汇医疗，破浪出海"医疗器械企业出海论坛，聚焦医疗产业智能化与全球化发展的核心议 题，汇聚了来自投资机构、领军企业、国家级创新平台、科技巨头及专业服务机构的80余位行业领袖与 专家，共同探讨AI与数字化技术如何赋能中国医疗企业高质量出海。 "破局· ...

2025深圳 国际高性能医疗器械展暨创新医药展现场。主办方供图 加拿大皇家学院院士李仁科表示，十余年前国内医疗器械以模仿、跟随为主，当前已实现从模仿到自主 创新的突破，拥有自主新产品、新专利，整体发展水平与世界并驾齐驱，发展成果令人震撼。 他同时指出，未来医疗器械不应是"硬邦邦"的传统器械，而是整合生物工程、细胞技术、AI、大数据等 多领域技术，突破传统器械的局限，向智能化、个体化、"活性化"发展，实现与人体深度融合，真正聚 焦解决人体健康与疾病问题。 来源：中国青年报客户端 中国青年报客户端讯（中青报·中青网记者 刘芳）12月20日，2025深圳国际高性能医疗器械展暨创新医 药展（以下简称"展会"）在深圳落幕，为期3天的展会汇聚全球300余家企业，集中展示千余件创新产 品，同步发布系列产业重磅成果与多项医工合作项目，全方位呈现我国药械产业从"技术追赶"向"创新 引领"跨越的发展态势。 展会核心亮点之一是系列年度创新成果的集中亮相。由国家高性能医疗器械创新中心发起的"2025年度 医疗器械行业创新生态洞察评估"结果正式揭晓，涵盖企业、产品、医院、高校等带来的11项评估结 果。其中"新锐企业100强"覆盖高端医 ...

Core Insights - The event "2025 Shenzhen International High-Performance Medical Device and Innovative Pharmaceutical Exhibition Hong Kong Station" focuses on the theme "Innovative Drugs and Devices, Collaborative Win-Win" and aims to deepen cross-border cooperation in the pharmaceutical and medical device sectors between Shenzhen and Hong Kong [1] Group 1: Event Overview - The event is guided by multiple health and regulatory bodies from Shenzhen and Hong Kong, featuring a "conference + exhibition" model to explore cutting-edge technology trends and collaborative development measures [1] - Over 300 representatives from more than 120 enterprises, universities, and research institutions participated, showcasing significant medical devices and innovative pharmaceutical products [4] Group 2: Expert Contributions - Notable experts shared insights on various topics, including the application prospects of infrared fluorescence imaging in precision medicine and global trends in digital healthcare [2] - The discussions highlighted the importance of industry-academia-research collaboration for innovation [2] Group 3: Collaborative Achievements - A series of landmark collaborative achievements were announced, including the launch of the GCOG precision treatment clinical trial and the establishment of a collaborative platform for international clinical trials in the Greater Bay Area [3] - Several partnerships were formed in key areas such as cell gene therapy and drug development, aiming to create a "research-application" integration platform and an international service network [3] Group 4: Innovation Showcase - The event featured high-performance medical devices such as surgical robots and automated immunoassay analyzers, demonstrating the industrial strength and innovative vitality of the Shenzhen-Hong Kong region [4] Group 5: Future Development - The forum focused on themes like cell and gene therapy and opportunities in innovative drug and device development, providing intellectual support for industry growth [5] - The event serves as a model for soft connectivity in the Greater Bay Area's pharmaceutical and medical device industry, promoting a new model of industrial linkage between Shenzhen and Hong Kong [5]

今年展会将延续"药+械"的主线，围绕"创新药械，融合共赢"主题，呈现"规格高、领域广、链条齐、成 果新、生态全"五大亮点。开幕式上将发布多款前沿药械产品及年度行业白皮书、生态洞察评估结果 等，深圳市医疗行业数据要素流通服务赋能中心和一批生物医药专业园区将揭牌授牌，集中展示年度发 展成果。 据介绍，今年主办方将以"一展双城"的模式举办2025深圳国际高性能医疗器械展暨创新医药展，集中展 示从源头创新到产业转化的最新成果，持续搭建行业交流展示、资源要素对接、项目"双招双引"、商贸 交易流通平台。 其中，展会香港站于12月11日启动，聚焦国际临床试验、技术与产品出海、细胞与基因、AI药械、脑 科学等新领域新赛道，重点展示深港合作对推动药械产业前沿产品和技术发展的促进作用；主展会深圳 站将于12月18日至20日在深圳会展中心举行，聚焦医药和医疗器械全链条布展，前瞻展示深圳高性能医 疗器械和创新医药，涵盖生物制造、AI+药械、医美器械、家用健康等新兴领域，集中展示从源头创新 到产业转化的最新成果。 2025深圳国际高性能医疗器械展暨创新医药展"一展双城" 【深圳商报讯】(首席记者王海荣)12月10日，深圳市政府新闻办举 ...

Group 1: Company Overview and Leadership - Anke Bioengineering has strategic partnerships with companies like Boshengji, Afana, and Yuansong Bio, focusing on innovative drug development and commercialization [3][4][5][6] - The leadership team includes Chairman and President Song Lihua, Vice Chairman Zhou Yuanyuan, and several vice presidents overseeing various departments [2][3] Group 2: Research and Development Highlights - Boshengji's CAR-T PA3-17 has entered critical clinical trial phases, aiming for full patient enrollment by Q1 2027 and pre-NDA communication submission [3] - Yuansong Bio's lead product, recombinant L-IFN adenovirus injection, has progressed to Phase IIa clinical trials in China [5] - Afana has received clinical trial approvals for six Class I new drugs, focusing on autoimmune diseases and mRNA therapies, with significant advancements in CAR-T and HPV treatments [6][7] Group 3: Product Pipeline and Market Strategy - The company is advancing a long-acting growth hormone, expected to be approved by the end of 2025, with a focus on leveraging its commercial capabilities [4][8] - The long-acting follicle-stimulating hormone has begun market entry, with ongoing efforts to establish partnerships with private hospitals for sales [9] - The dual-target Her2 and PD-L1*4-1BB antibodies are in clinical development, with plans for IND submission in 2027 [10][11] Group 4: Financial and Market Positioning - The company aims to maintain stable growth in its traditional business while expanding into innovative drug markets [11] - Strategic focus on optimizing product structure and enhancing market competitiveness through accelerated commercialization and R&D capabilities [11] - The company is developing a comprehensive 3, 5, and 10-year strategic plan to address market challenges and enhance its positioning in the capital market [11]

Core Viewpoint - The strategic cooperation between Fosun Pharma and Ruizhi Pharma aims to enhance drug development efficiency and quality, thereby solidifying Fosun Pharma's competitive advantage in the innovative pharmaceutical sector [1] Company Summary - Fosun Pharma's Senior Vice President and CEO of Global R&D Center, Li Xiang, highlighted the potential for improved efficiency and quality in drug development through collaboration with Ruizhi Pharma [1] - The partnership is expected to accelerate the transformation of innovative results into practical applications, reinforcing Fosun Pharma's position in the innovative medicine field [1] Industry Summary - The collaboration sets a benchmark for the industry by exemplifying a model of "innovation entity + service platform," which is anticipated to facilitate efficient integration of resources across the pharmaceutical supply chain [1] - This partnership aims to elevate the overall level of new drug development in China, ultimately providing more high-quality treatment options for patients [1]

Group 1 - The A-share market is expected to perform strongly due to factors such as a potential weakening of the US dollar and attractive valuations compared to both the US market and other emerging markets, despite reaching new highs [1] - Challenges faced by the Chinese market are diminishing, and the outlook for investment fundamentals is becoming clearer, instilling confidence for the remainder of the year [1] - Potential catalysts for the market include policy implementation and liquidity, focusing on real estate and infrastructure, fiscal measures, and a rebalancing of policy combinations to combat deflation [1] Group 2 - Southbound capital is significantly impacting the Hong Kong stock market, with nearly HKD 1 trillion injected by mainland investors this year, surpassing the total for 2024 [2] - Policies promoting stock buybacks and "market value management" are stimulating demand for high-dividend state-owned enterprises, supported by relaxed local financing conditions and lower interbank rates [2] - The technology sector, particularly AI and semiconductors, has seen substantial inflows, with the Hang Seng Tech Index rising nearly 70% this year, indicating further upside potential if stimulus measures continue [2] Group 3 - The onshore stock market is playing an increasingly important role in Chinese society, with ongoing reforms and policies supporting the market [3] - The stock market serves as a key mechanism for directing capital towards innovation-related industries, with ample liquidity in the financial system [3] - Given the current state of the real estate market, the stock market is becoming the primary investment destination for retail investors seeking higher returns [3]

Core Viewpoint - The China Innovation Pharmaceutical Index closed at 4215.49 points on August 21, 2023, reflecting an increase of 37.34 points or 0.89% from the previous trading day [1] Group 1: Index Performance - The index reached a daily high of 4247.94 points and a low of 4176.64 points [1] - The China Innovation Pharmaceutical Index was launched on April 3, 2018, with a base value of 1000 points and consists of 30 constituent stocks [1] Group 2: Selection Criteria - The index includes companies listed on the Shanghai and Shenzhen stock exchanges that are primarily engaged in the innovative pharmaceutical sector [1]

Core Viewpoint - The China Innovation Pharmaceutical Index closed at 4178.15 points on August 20, reflecting a slight increase of 5.32 points or 0.13% from the previous day [1] Group 1: Index Performance - The highest point reached today was 4181.01, while the lowest was 4088.7 [1] - The index was launched on April 3, 2018, with a base value of 1000 points and consists of 30 constituent stocks [1] Group 2: Index Composition - The index includes companies listed on the Shanghai and Shenzhen stock exchanges that are primarily engaged in the innovative pharmaceutical sector [1]

Group 1: Market Overview and Trends - The stock market's performance and outlook are analyzed through three dimensions: economic fundamentals, technological innovation, and corporate governance [1][3] - The "9.24" policy has marked a significant turning point for the Chinese capital market, leading to a more rational and diversified understanding of the economy [3][4] - The current market sentiment has shifted towards recognizing technological innovation as a crucial dimension, with China emerging as a global competitor in technology [4] Group 2: Investment Strategies - A "barbell strategy" is suggested as an optimal investment approach, balancing foundational assets that focus on shareholder returns with high-growth sectors like technology, advanced manufacturing, and innovative pharmaceuticals [1][3] - The analysis emphasizes the importance of a multi-dimensional framework for understanding the Chinese economy, incorporating traditional fundamentals, policy support, and technological advancements [4] Group 3: Corporate Behavior and Shareholder Returns - Increasing attention to shareholder returns is noted among listed companies, with a significant rise in dividends and stock buybacks since the second half of 2023 [6] - The concept of net shareholder return rate has been introduced, highlighting that companies are increasingly returning profits to shareholders rather than solely reinvesting [6] - The shift in corporate behavior is attributed to regulatory guidance and proactive measures by companies, reflecting a broader trend observed in European and Japanese markets [6]