证券日报网讯中广核技11月3日发布公告，在公司回答调研者提问时表示，公司生产的医用同位素是研 发生产核药的基础原料，属于核药产业链的上游原材料环节。目前，同位素业务的加速器主设备、工艺 热室等核心生产设备已经到货，正在开展设备安装调试工作，计划2026年投产。 （文章来源：证券日报） ...

证券代码：000881 证券简称：中广核技 中广核核技术发展股份有限公司投资者关系活动记录表 编号：2025-003 投资者关系活 动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 外部参与人员 网络直播 上市公司参与 人员 董事长盛国福、独立董事王满、总会计师杨凌浩、副总经理马仕明 活动时间 2025 年 10 月 31 日 15:30-16:30 活动地点 会议链接：https://www.roadshowchina.cn/w/meet/p0Ow7V 记录 1．质子医疗设备什么时候可以交付使用？ 华西项目设备已完成出厂下线，客户现场一旦具备条件即可进入 安装阶段，预计年内无法完成验收。目前，公司还在积极拓展其他潜 在客户，现阶段密切跟踪的多个项目仍处于项目开发阶段。后续如有 重大进展，公司会根据相关规定的要求及时履行信息披露义务。 2．贵公司生产同位素国产替代咋样？市场开发方面有啥举措？ 国产替代方面，公司高度重视同位素国产替代战略，目前核心产 品锗镓发生器正处于从技术攻关到规模化供应的关键时期。同位素产 业具有技术壁垒高、审批流程严、产业链协同复杂的特性，从技 ...

Core Viewpoint - The article provides an overview of the latest trends in investment and financing activities in the domestic market, highlighting key sectors and significant financing events. Group 1: Investment Overview - This week, there were 109 disclosed financing events in the domestic primary market, an increase of 12 compared to the previous week. Among these, 36 events disclosed financing amounts, totaling 4.786 billion RMB, with an average financing amount of 133 million RMB [7]. - The most active sectors in terms of financing events were intelligent manufacturing, artificial intelligence, and healthcare, with 21, 16, and 13 events respectively [9]. Group 2: Sector Highlights - In terms of disclosed financing amounts, artificial intelligence led with a total financing scale of approximately 1.055 billion RMB. Notably, the bionic robot developer "Wubai Intelligent" secured nearly 500 million RMB in Series A financing [9][10]. - The healthcare sector followed with a disclosed financing total of 670 million RMB, where the medical isotope developer "Nuclear Element Innovation" received 430 million RMB in Series A financing [10]. Group 3: Regional Distribution - The disclosed financing events were primarily concentrated in Jiangsu, Zhejiang, and Guangdong, with Jiangsu reporting 24 events, Zhejiang 19 events, and Guangdong 18 events [14][17]. Group 4: Stage Distribution - The stage distribution of the disclosed financing events showed that 81 were early-stage, 24 were growth-stage, and 4 were late-stage [17]. Group 5: Major Financing Events - The article mentions significant financing events, including the acquisition of 70% of the semiconductor packaging materials manufacturer "Huawei Electronics" by Huahai Chengke for 1.12 billion RMB [35][37]. Group 6: Active Investment Institutions - The most active investment institutions this week included CRRC Capital with 4 investment events, Shenzhen Capital Group with 3, and Legend Capital with 2 [24]. Group 7: IPO Highlights - A total of 8 companies were monitored for IPOs this week, with the highest market capitalization being "Sany Heavy Industry" at 212.898 billion HKD. All listed companies had previously received VC/PE or CVC investments [28][29].

Core Viewpoint - China General Nuclear Power Technology Co., Ltd. (CGN Tech) is a leading enterprise in non-power nuclear technology, focusing on accelerator manufacturing and irradiation processing services, with a strategic emphasis on its core business [1][5]. Financial Performance - For Q3 2025, CGN Tech reported revenue of 4.065 billion yuan, ranking 8th in the industry, significantly above the industry average of 1.994 billion yuan but far below the top competitor, Sinochem International, at 35.716 billion yuan [2]. - The company's net profit for the same period was -109 million yuan, placing it 74th in the industry, which is considerably lower than the industry average net profit of 74.438 million yuan [2]. - The main business composition includes new materials at 2.136 billion yuan (82.38%), with other segments contributing 220 million yuan (8.49%) and electronic accelerators and irradiation processing at 218 million yuan (8.40%) [2]. Financial Ratios - As of Q3 2025, CGN Tech's debt-to-asset ratio was 44.49%, down from 47.95% year-on-year, but still above the industry average of 34.74% [3]. - The gross profit margin for the same period was 13.47%, an increase from 12.50% year-on-year, yet still below the industry average of 19.93% [3]. Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 17.23% to 48,400, while the average number of circulating A-shares held per shareholder increased by 28.65% to 17,400 [5]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with notable changes in their holdings [5]. Business Highlights - CGN Tech is recognized as the only manufacturing champion in the domestic electronic accelerator sector, with a production capacity of 90 units per year and a 30% increase in accelerator sales expected in 2024 [6]. - The company is expanding its nuclear medicine sector with the proton therapy equipment and isotope production, with production expected to commence soon [5][6]. - Revenue projections for 2025 to 2027 are 6.760 billion yuan, 7.708 billion yuan, and 8.206 billion yuan, respectively, with net profits expected to rise from 55 million yuan in 2025 to 221 million yuan in 2027 [5][6].

Core Insights - The 2025 International Conference on Nuclear Technology Applications opened in Chengdu, Sichuan, with representatives from 16 countries and regions discussing the role of nuclear technology in sustainable global development and sharing industry opportunities [1][3] Group 1: Industry Development - Sichuan province is focusing on strategic opportunities to enhance its nuclear medical industry, having established over 20 high-level innovation platforms and achieved breakthroughs in the independent research and preparation of 15 types of medical isotopes [3][4] - The city of Leshan, known as the "cradle of nuclear power engineering," has developed China's first dedicated medical isotope reactor, creating a complete industrial chain of "reactor, equipment, isotopes, and pharmaceuticals" [3][4] Group 2: Policy Framework - The current development strategy for the nuclear technology application industry is centered around a "2+1" policy framework, which includes the "Medium and Long-term Development Plan for Medical Isotopes (2021-2035)," the "Three-Year Action Plan for High-Quality Development of Nuclear Technology Application Industry (2024-2026)," and the "Guiding Opinions on the Development of Nuclear Technology Application Industry (2026-2035)" [4][6] - The "Medium and Long-term Development Plan for Medical Isotopes" focuses on establishing a stable supply system through 13 tasks related to technology research and supply capacity enhancement [4][6] Group 3: Collaborative Efforts - The conference included a signing ceremony for strategic cooperation agreements between local governments and various research institutions, focusing on projects such as the production of medical isotopes using a 75MeV high-current cyclotron and the establishment of an international nuclear technology application innovation industrial base [6][8] - The event, hosted by the China Nuclear Energy Industry Association, will last for three days and feature thematic reports, academic meetings, and technical visits to explore industry hotspots and future development trends [8]

Core Insights - The Sichuan government is prioritizing the development of the nuclear medicine industry, aiming to establish a world-class nuclear medicine industrial hub [3][4] - New policy measures have been introduced to address challenges in the nuclear medicine sector, focusing on regulatory efficiency, innovation, market demand, and a supportive environment [3][5][6] Regulatory Efficiency - Six measures have been proposed to enhance regulatory efficiency, including the establishment of a more scientific and effective regulatory system [3] - The government aims to streamline regulations for new treatment technologies, such as Flash radiation therapy, and support the development of relevant guidelines [3][4] Innovation Empowerment - Four measures are focused on fostering innovation in the nuclear medicine sector, including support for research on new drug targets and the establishment of integrated platforms for industry-academia-research collaboration [4] - The government encourages joint innovation among industry players to enhance the overall development of the nuclear medicine field [4] Expanding Market Demand - Seven measures aim to stimulate end-user demand, which is expected to drive growth across the entire nuclear medicine supply chain [5][6] - Initiatives include promoting the application of domestic nuclear medical equipment in hospitals and encouraging the development of commercial insurance products related to nuclear medicine [6] Supportive Environment - Seven measures are designed to create a favorable environment for the nuclear medicine industry, including the establishment of a consultation mechanism for the industry chain and the promotion of government investment funds [6][7] - The government plans to address financing challenges faced by nuclear medicine enterprises by leveraging policy financial tools and encouraging public-private partnerships [7]

公告显示，中国科学院近代物理研究所将科近泰基公司作为医用同位素项目产业化主体企业并进行本次 增资，未来科近泰基公司主要业务为协同中国科学院近代物理研究所、甘肃省同位素实验室等开展医用 同位素的生产、销售、运营、药物协作研发。 北京商报讯（记者 丁宁）10月10日晚间，佛慈制药（002644）发布公告称，公司为提前布局放射性同 位素药物赛道，进一步提升核心竞争力，于10月10日与科近泰基新技术有限公司（以下简称"科近泰基 公司"）签订了《增资协议》，公司以2000万元现金增资科近泰基公司，增资完成后将持有科近泰基公 司4.911%股权。 ...

Group 1 - The signing ceremony at the 31st Lanzhou Investment and Trade Fair resulted in 131 projects with a total signed amount of 109.379 billion yuan, representing an 8.7% increase compared to the previous session [1] - The projects are categorized into three industries: 11 projects in primary industry with a total of 4.342 billion yuan, 77 projects in secondary industry with a total of 76.696 billion yuan, and 43 projects in tertiary industry with a total of 28.341 billion yuan [1] - The advanced manufacturing sector, particularly the "6+X" projects, showed significant performance with 78 projects totaling 77.69 billion yuan, accounting for 71% of the total signed amount [1] Group 2 - The successful implementation of these signed projects is expected to provide strong momentum for the optimization and upgrading of Lanzhou's industrial structure, the construction of a modern industrial system, and the development of characteristic industrial clusters [2] - Since its inception in 1993, the Lanzhou Investment and Trade Fair has become one of the most influential investment and trade promotion activities in China, significantly promoting economic exchanges under the "Belt and Road" initiative [2]

合作伙伴征集：2025全球手术机器人大会 报名：首届全球眼科大会 | 暂定议程 报名：首届全球心血管大会 | 奖项报名倒计时 报名：首届全球骨科大会 | 奖项报名倒计时 在医疗科技深度融合临床实践的当下，医学装备行业正经历技术与应用的双重跃迁。从精准诊断到微创治疗，从智能康复到个性化医疗，医学装备的每一次 技术突破都直接影响着医疗质量与患者预后。然而，行业的高速发展不仅带来了创新机遇，也伴随着标准化、适应性落地和成本控制等多重挑战。 在这一背景下， 2025中国医学装备大会暨医学装备展览会 成为观察行业动向的重要窗口。2025年3月13日至16日，重庆国际博览中心将汇聚 800多家企 业 ，展示超过 1000件创新产品 。这不仅是一场技术竞演，更是对医疗装备未来走向的深度探讨——哪些技术能够真正提升临床价值？国产创新如何突破市 场壁垒？政策与产业如何协同推动高质量发展？答案，或将在这次行业盛会上逐步揭晓。 # 会议信息 此次参会的龙头企业包括 强生、雅培、美敦力、直观复星、上海微创机器人、迈瑞医疗、东软医疗、GE医疗、西门子医疗、飞利浦、罗氏、碧迪医疗 等。 34大 专业展区，覆盖了从基础到前沿的每一个细分领 ...