可孚医疗(301087)1月13日在互动平台表示，公司目前主要通过战略投资布局脑机接口领域，并与参投 企业力之智能达成合作，将共同开发呼吸机、脑电睡眠仪等协同产品。 ...

2025年刚刚过去，医疗器械行业余寒未散。面对"价格内卷""创新抑制"等普遍困境，京东健康用一 份亮眼的成绩单给出了破局思路。 在近日举行的"京东健康医疗器械2026年商家大会"上，官方数据显示，2025年公司累计首发 近30款千万医疗器械新品，以及多达500款百万新品，再度刷新了行业首发纪录。销售上，超 过3000个品牌实现销量翻番，其中京东plus用户贡献率超过40%，可谓销量与口碑齐飞。 靓丽数据背后，是京东健康从"医疗器械零售商"向"全生命周期健康管理"转型的战略意图。 器械即服务，解决消费者痛点 以"全生命周期健康管理"为自身定位，京东健康在医疗器械的孵化之路上已颇有成绩。在众多 类目中，严肃医疗器械的表现尤为突出。数据显示，2025年在京东健康平台上，动态血糖仪 相关品类销量增速已接近100%，同为严肃医疗器械呼吸机销量增速则超过了80%。 京东健康副总裁、医疗器械业务总经理廖雅逸在大会现场分享了一位慢阻肺合并心肌梗死的老 年患者的案例。 这位老人现年90岁高龄，由于出院后行动不便，家属通过京东互联网医院对接北京三甲主 任。医生经视频问诊、查看病历报告，给出诊断及用药调整建议。家属在京东健康下单后 ...

Group 1: Core Insights - Traditional industries are the backbone of China's manufacturing sector, accounting for approximately 80% of key indicators such as value added and employment [1] - The transformation of traditional industries towards high-end, intelligent, and green development is essential for building a modern industrial system [1] Group 2: Cost Reduction and Efficiency Improvement - In Zhengzhou, the use of intelligent manufacturing systems has led to a 10% to 15% increase in production efficiency and a 5% to 10% reduction in delivery cycles, with overall costs decreasing by 3% to 5% [2] - Traditional industries are shifting from relying on scale and experience to a data-driven approach that integrates hardware and software ecosystems [2] Group 3: Smart Factory Development - Over 35,000 basic-level and more than 7,000 advanced-level smart factories have been established since the start of the 14th Five-Year Plan, significantly enhancing production efficiency and reducing costs [3] - Continuous investment in new technology and the application of AI and smart technologies are crucial for traditional industries to enhance their high-end and intelligent capabilities [3] Group 4: Green Development Opportunities - The "dual carbon" goals are driving traditional industries to transition from resource dependency to technology value addition, creating new growth opportunities through smart and green technologies [4] - By 2024, the utilization of recycled resources such as waste steel and waste copper is expected to exceed 400 million tons, highlighting the push for industrial decarbonization and green growth [4] Group 5: Energy Transition and Circular Economy - Traditional energy companies are encouraged to explore clean energy development, while steel companies can utilize recycled materials to reduce costs and emissions [5] - The development of carbon trading markets presents opportunities for traditional industries to profit from energy-saving and emission-reduction efforts [5] Group 6: Consumer Market Dynamics - The expanding consumer market is providing new opportunities for traditional industries, emphasizing the need for precise alignment of production with consumer preferences [7] - The demand for higher quality and diverse products is driving traditional industries to innovate and enhance product offerings [8] Group 7: Value Enhancement Challenges - The ultimate goal for traditional industries is to address the challenge of value enhancement through technological innovation and brand building [9] - Improving product quality and brand premium capabilities are essential for driving value enhancement in traditional enterprises [9]

证券日报网讯 1月7日，瑞迈特（301367）在互动平台回答投资者提问时表示，截至目前，公司呼吸机 产品仍纳入国家相关补贴政策的适用范围。 ...

格隆汇1月7日丨瑞迈特(301367.SZ)在投资者互动平台表示，截至目前，公司呼吸机产品仍纳入国家相 关补贴政策的适用范围。 ...

格隆汇1月7日丨瑞迈特(301367.SZ)在投资者互动平台表示，截至目前，公司呼吸机产品仍纳入国家相 关补贴政策的适用范围。 ...

可孚医疗 20260106 摘要 可孚医疗通过战略投资纽林克医疗（5.83%股权）和励智智能 （12.45%股权）布局脑机接口领域，旨在强化现有业务协同，并为未 来技术融合和产业升级奠定基础。纽林克医疗专注于植入式脑机接口技 术，尤其在仿生眼和仿生耳产品方面与可孚健耳听力业务具有协同效应。 励智智能已在脑机接口领域深耕多年，覆盖从传感器到算法的全链条， 并已取得 7 张注册证，预计 2025 年上半年完成十几至二十张注册证申 请，包括国家局审批的三类证。目前，励智智能已与全国多家医院及地 方政府合作，订单超过 5 亿元。 脑机接口技术分为侵入式和非侵入式两大类，应用场景不同。非侵入式 脑机接口在神经内科、神经外科等领域应用广泛，可孚医疗正与可孚医 疗合作，将其应用于呼吸机、睡眠仪等产品，提升产品附加值，并积极 拓展香港及东南亚等海外市场。 国家卫健委和药监局对脑机接口的认定标准包括读脑（信号获取与解 码）和控脑（信号控制输出）两个过程，双向互动是衡量产品质量的关 键。脑机接口技术在医疗领域的应用集中在骨科康复、精神科和睡眠科 等领域，与机器人配合可提升临床效果。 Q&A 可孚医疗投资脑机接口项目的缘由及具体项 ...

证券日报网讯1月6日，可孚医疗（301087）在互动平台回答投资者提问时表示，近年来，公司坚持"产 品聚焦"战略，通过集中研发、生产、渠道等资源，重点打造出呼吸机、助听器、矫姿带、血糖尿酸监 测等大单品。同时公司非常关注并看好脑机接口赛道，所以在早期以战略投资的方式进行布局。2024年 5月，公司投资纽聆氪医疗，持股比例5.83%。该公司专注于植入式脑机接口技术，主要研发仿生眼与 仿生耳产品。该投资与公司现有听力业务形成战略协同，尤其在解决先天性听力损失方面具备重要价 值。2025年底，公司投资力之智能，持股比例12.45%。该公司致力于非侵入式脑机接口机器人等产品 研发，未来有望与公司康复辅具类、呼吸支持类产品实现战略协同。通过以上布局，公司战略切入脑机 接口领域，不仅强化了现有业务的协同潜力，也为未来的技术融合与产业升级奠定了基础。 ...

Core Insights - Yuyue Medical has integrated several health devices, including blood glucose meters, blood pressure monitors, and ventilators, with Ant Group's health management system, allowing automatic synchronization of monitoring data to users' personal health records for better health management [1] - The company has launched AI smart assistants such as "Yuyue Anai Sugar," "Yuyue Breathing Steward," and "Yuyue Blood Pressure Steward," which provide personalized health management advice based on user health data through the Ant Group application [1] - For the period from January to September 2025, Yuyue Medical reported a revenue of 6.545 billion yuan, representing a year-on-year increase of 8.58% (adjusted), while the net profit attributable to shareholders decreased by 4.28% (adjusted) to 1.466 billion yuan [1]

Core Insights - The global life support medical device market is projected to reach $75.1 billion in 2024 and is expected to exceed $80 billion in 2025, with a potential to surpass $100 billion in the next five years [3][5] - The domestic life support medical device market in China is rapidly growing, with an estimated market size of 55.7 billion yuan in 2024, expected to reach 61.95 billion yuan in 2025, and potentially reaching 93.2 billion yuan in the next five years [5] Industry Definition and Classification - Life support medical devices are critical equipment used to replace or assist the function of vital organs in emergency situations, primarily utilized in ICUs, emergency rooms, operating rooms, and pre-hospital care [2][3] - Key categories of life support medical devices include blood purification equipment, monitors, ventilators, anesthesia machines, ECG machines, defibrillators, and CPR devices [2][3] Current Industry Development - The life support medical device sector is characterized by high-risk equipment that plays a crucial role in medical rescue and care [3] - The industry has seen rapid market expansion, with significant growth expected in the coming years [3][5] Industry Chain - The upstream of the life support medical device industry includes raw materials, electronic components, biological materials, high-performance batteries, precision sensors, packaging materials, and software systems [5] - The midstream focuses on the research and manufacturing of life support medical devices, while the downstream includes medical institutions, home users, and rehabilitation centers [5] Competitive Landscape - The life support medical device market is marked by high technical barriers and growth potential, with leading domestic companies including Mindray, Yuyue Medical, and Weigao [7] - The market is relatively concentrated, with foreign companies dominating the high-end segment while domestic brands are making breakthroughs in the mid-to-low end and advancing towards high-end products [7] Development Trends - The life support medical device industry is increasingly recognized as essential in modern medicine, with a focus on integrated, precise, and intelligent technologies [10] - The demand for life support medical devices is expected to grow due to the aging population and the rising need for critical care related to severe and emergency patients [10]