心通医疗-B(02160.HK)发布公告，Alwide Plus心脏瓣膜球囊扩张导管(Alwide Plus)已获得CE标志(表明欧 洲经济区内所售产品符合健康、安全及环保标准的认证标志)批准。 截至2025年8月18日收盘，心通医疗-B(02160.HK)报收于1.62港元，上涨9.46%，成交量2661.08万股，成 交额4178.54万港元。投行对该股关注度不高，90天内无投行对其给出评级。 | 指标 | 心通医疗-B | 医疗器械I 行业平均 | 行业排名 | | --- | --- | --- | --- | | ROE | -2.16% | -8.48% | 20 29 | | 港股流通市值 | 35.71亿 | 58.66亿 | 12 29 | | 营业收入 | 3.62亿 | 12.36亿 | 19 29 | | 净利率 | -14.73% | -18.01% | 20 29 | | 毛利率 | 69.48% | 55.19% | 65 6 | | 负债率 | 16.97% | 27.72% | 10 29 | 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710 ...

Group 1 - The report emphasizes the need to regulate low-price disorderly competition among enterprises and promote the orderly exit of backward production capacity, aiming to address the issue of "involution" in market competition [2][8] - Historical cases show that supply-side clearance driven by policy typically begins with market expectations, while the main upward trend requires improvements in industry structure to support cash flow and balance sheet recovery [8][10] - The current round of overcapacity is primarily concentrated in mid- and downstream industries, unlike the previous cycle which was focused on upstream resource sectors [9][10] Group 2 - The report suggests focusing on two main strategies: industries that have experienced prolonged supply-side clearance and are likely to see improvements in supply-demand dynamics, and industries that may benefit from policy-driven accelerated clearance [10][11] - For natural clearance, the report recommends monitoring demand-side indicators for upstream industries and supply-side indicators for mid- and downstream sectors, highlighting sectors such as agricultural chemicals, general machinery, pharmaceuticals, and components [10] - For policy-driven clearance, attention should be given to industries mentioned in recent policies aimed at addressing "involution," including photovoltaic, lithium batteries, automobiles, and cement [10][17]