Market Overview - A-shares experienced a narrow fluctuation in the morning session on July 4, with a strong performance driven by the banking sector, leading to all three major indices turning positive [2][4] - The Shanghai Composite Index rose by 0.41%, the Shenzhen Component Index increased by 0.05%, and the ChiNext Index gained 0.18% [4] - The FTSE A50 Index futures also saw an increase of nearly 1% during the session [4] Sector Performance - The banking sector led the market with a near 2% increase, with stocks like Shanghai Pudong Development Bank and Industrial Bank reaching historical highs [5] - Other sectors performing well included internet, public transportation, water services, software services, and insurance, while daily chemicals, mineral products, non-ferrous metals, and shipbuilding sectors faced declines [6] Concept Stocks - The digital currency concept saw significant gains, with stocks such as Jin Yi Culture, De Sheng Technology, and Jing Bei Fang hitting the daily limit [7] - The brain-computer interface concept also surged, with Bei Yi Kang rising over 17%, alongside other stocks like Ai Peng Medical and Innovation Medical [8] Regulatory Developments - On July 3, the National Medical Products Administration announced measures to optimize the lifecycle supervision of high-end medical device innovation, including special reviews for domestic and international leading innovations [10] - The announcement emphasized the need for improved communication between applicants and review experts, and support for high-quality development action plans related to high-end medical devices [10][11] Company-Specific News - In the Hong Kong market, Da Yang Group experienced a dramatic rise of nearly 75% after announcing a subscription agreement for 28.66 million shares at HKD 1.20 per share, representing approximately 19.99% of the existing shares [13][16] - Multi-Point Intelligence saw a rise of over 25% after announcing plans to apply for a stablecoin license and purchasing Bitcoin, responding to the Hong Kong government's push for Web3 industry development [17]

Group 1 - The National Medical Products Administration (NMPA) has announced measures to optimize the lifecycle regulation to support the innovation and development of high-end medical devices [1] - The announcement includes strengthening the standard system for high-end medical devices, accelerating the release of standards for medical exoskeleton robots and radioactive nuclide imaging equipment [1] - The NMPA aims to advance the standardization of medical robots, AI medical devices, and high-end medical imaging equipment, and establish standardization technical organizations for these fields [1] Group 2 - The NMPA is formulating review requirements for high-end medical devices and improving the registration review system [2] - The agency plans to expedite the revision of technical review guidelines for various medical devices, including laparoscopic surgical systems and medical magnetic resonance imaging systems [2] - The NMPA is exploring the use of electronic instructions for high-end medical devices and simplifying review requirements for AI medical devices based on platform equivalence [2]

其中指出，强化标准引领创新，进一步完善高端医疗器械标准体系。加快发布医用外骨骼机器人、放射 性核素成像设备等相关标准。加快推进医用机器人、人工智能医疗器械、高端医学影像设备等领域的基 础、通用标准和方法标准等制修订工作，积极筹建医用机器人、人工智能医疗器械标准化技术委员会。 2025年3月31日，国家药监局综合司就《关于优化全生命周期监管支持高端医疗器械创新发展的举措》 公开征求意见，提出优化全生命周期监管，支持高端医疗器械创新发展。 其中，境内第三类医疗器械产品248个，进口第三类医疗器械产品34个，进口第二类医疗器械产品19 个，港澳台医疗器械产品7个。 华泰证券认为，医疗领域设备更新利好政策将逐步对医疗设备业务产生需求端的拉动作用。设备更新政 策将持续三年，未来有可能拓展到内镜或其他领域，医疗设备公司尤其是头部公司将持续受益。另一方 面，设备更新政策将有助于促进终端医院采购恢复正常，过去压抑已久的需求将逐渐得到释放，看好未 来医疗设备市场的持续复苏。 医疗器械相关产业链港股： 启明医疗-B(02500)、爱康医疗(01789)、微创机器人-B(02252)、沛嘉医疗-B(09996)、微创医疗(0085 ...