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为什么欧盟非要在错误的时机,跟中国打医疗器械之仗?
虎嗅APP· 2025-07-14 13:41
以下文章来源于底线思维 ,作者邓铂鋆 底线思维 . 观察者网时评专栏 本文来自微信公众号: 底线思维 (ID:dixiansiwei) ,作者:邓铂鋆(医疗行业财务专家),原 文标题:《 为什么欧洲非要在错误的时机,跟中国打一场错误的战争? 》,头图来自:AI生成 7月10日,财政部发布《关于在政府采购活动中对自欧盟进口的医疗器械采取相关措施的通知》 (以 下简称《通知》) , 对于4500万元人民币以上的医疗器械政府采购项目,应当排除欧盟企业参与, 但是《通知》对欧洲企业在华生产的医疗器械不予限制。 事情起源于6月20日,欧盟委员会发布了一条令人匪夷所思的禁令:"为纠正中欧医疗器械贸易的不 均衡",自2025年6月30日起, 中国企业不得参与欧盟地区数额500万欧元的医疗器械采购;中标的 医疗器械合同中,中国产品的份额不得超过50%。 笔者对欧盟此番禁令的不解之处在于,当下正处于我国医药产业、医疗器械产业飞速发展的爆发点, 先进药品与高端医疗器械的国产化水平不断提高,国产品牌的市场占有率节节攀升。任何国家出台可 能导致中方对等反制的贸易限制措施,都有可能让该国的相关产品永久地告别广阔的中国市场。 中欧医疗贸 ...
2025年放疗设备行业词条报告
Tou Bao Yan Jiu Yuan· 2025-06-10 12:21
年 放疗设备行业词条报告 Copyright © 2025 头豹 / / / 放疗设备:打破海外垄断,国产创新开启肿瘤治疗新时代 头豹词条 报告系列 吕佳睿 · 头豹分析师 2025-05-30 未经平台授权,禁止转载 行业分类: 摘要 放疗设备行业利用高能射线治疗癌症,技术含量高且更新换代快。随着人口老龄化和癌症发病率上升,市场需求量大,政策环境良好。国内外企业竞争激烈,国产设备逐步 突破。中国通过财政贴息贷款、设备配置规划及国产优先采购政策推动行业发展,市场规模持续扩大。未来,政策规划与市场需求共振、人口老龄化与医保支付体系完善将 推动放疗设备市场加速发展,迎来新一轮机遇。 放疗(放射治疗)是利用高能射线(如X射线、γ射线、质子或重离子束)精准照射肿瘤组织,破坏癌细胞DNA从而抑制其增殖的癌症治疗手 段,与手术、化疗并列为肿瘤三大核心疗法。 放疗设备是实施放疗的专用医疗装置,通过产生、控制和定向释放放射线,确保辐射剂量集中于病灶区域,同时最大限度保护周围正常组 织,其核心作用在于提升肿瘤治疗的精准性、安全性和疗效,涵盖从传统直线加速器到尖端质子治疗系统等多种技术类型。 不同性质的放射线在物理特性、生物学效 ...
股市必读:新华医疗(600587)6月4日董秘有最新回复
Sou Hu Cai Jing· 2025-06-04 17:29
Core Viewpoint - Xinhua Medical (600587) is actively expanding its product offerings in logistics and medical equipment, demonstrating a commitment to innovation and market penetration in the healthcare sector [2][3]. Group 1: Company Performance - As of June 4, 2025, Xinhua Medical's stock closed at 15.58 yuan, down 0.7%, with a turnover rate of 1.37% and a trading volume of 82,900 shares, amounting to a transaction value of 129 million yuan [1]. - On June 4, 2025, the net inflow of funds showed a positive trend with main funds net inflow of 13.58 million yuan and speculative funds net inflow of 11.51 million yuan, while retail investors experienced a net outflow of 25.08 million yuan [3][4]. Group 2: Product Development - Xinhua Medical has developed various logistics robots, including hospital logistics robots, high-value consumables logistics robots, cleaning logistics robots, sterilization logistics robots, low-temperature logistics robots, and stacking robots, aimed at enhancing smart logistics management in healthcare [2]. - The company has successfully bid for the Guizhou Province centralized procurement project for high-end radiotherapy equipment, marking a significant breakthrough for domestic high-end medical devices in grassroots healthcare markets [2]. Group 3: Corporate Governance - The 2024 Annual General Meeting held on June 3, 2025, approved multiple resolutions, including the annual report, financial statements, and profit distribution plan, with all resolutions receiving majority support [4][5]. - The company is committed to enhancing shareholder value through various measures, including stock buybacks, high dividend payouts, and management's potential share purchases, while emphasizing that stock price fluctuations are influenced by multiple external factors [3][5].