国家医疗保障局相关负责人介绍，近期第11批药品集采工作已经启动，按照国务院常务会议研究通过的 优化集采措施，国家医保局坚持"稳临床、保质量、防围标、反内卷"的原则，研究优化具体的采购规 则，在报量方面，医药机构可以通过选择报具体品牌的量，把自己认可、想用的品牌报上来。在中选规 则方面，优化价差计算的"锚点"，不再以简单的最低价作为参考，同时报价最低企业要公开说明报价的 合理性，并承诺不低于成本报价。 中信证券认为，对于国采或省级联盟已落地品类，续约或有涨价，对于尚未集采品类，后续可能降幅温 和或直接不集采。延续此前我们的产业观点，集采优化趋势确定性加强，我们认为集采优化后市场情绪 修复，从而带动板块的估值修复，随着下半年板块内部公司迎来业绩拐点。 截至2025年8月1日 14:40，中证全指医疗保健设备与服务指数(H30178)一度涨超2%，现涨0.38%，成分 股利德曼(300289)上涨20.03%，热景生物(688068)上涨9.14%，英科医疗(300677)上涨9.02%，冠昊生物 (300238)上涨7.82%，中红医疗(300981)上涨6.62%。 医疗器械板块近期利好催化不断，为落实《支持创 ...

告 l = ** f 2 JUNES FE = NE FEAD K CCB Pr 111 这个 里肩有招! 0 Y 0000 本の原因が起きるな やっていていていていている F 精尖行业 航空装备 "专精特新"企业 占科创板企业总数的 4% 2024年, 科创板企业营业 收入同比增长超 数据来源:上交所、WIND,"专精持新"企业数据截至2025年3月11日,营业收入同比增长数据截至2024 年12月31日。 科技投资浪潮起,我好江具是关键。 布局科创板,掘金"硬科技核心资产" 建信基金"工具箱"里真有招! 更全面: 一 "指" 打包科创板 建育上证科创板综合ETF 5898830 联接基金 A类023743 C类023744 日ZU19年7月71P/X本,伴出似家乐晚付以, 挥改革"试验田"功能,作为培育新质生产力的主阵 地,科创板也成为中国高科技领域快速发展的见证者。 "试验用"到"新高地" 7 自开市以来,科创板上市公司数量、总市值持续攀升, 目前分别较2019年底增长7倍多和8倍多。 数量 视 目前 585家 目前 83091.75亿元 2019年底 70家 2019年底 8809.90亿元 数据来源 ...

Core Points - The Shanghai Composite Index opened lower and fluctuated, while the CSI All Index for Healthcare Equipment and Services decreased by 0.16%, closing at 14,029.54 points with a trading volume of 15.519 billion yuan [1] - Over the past month, the CSI All Index for Healthcare Equipment and Services has increased by 0.23%, and over the past three months, it has risen by 2.65%, with a year-to-date increase of 2.65% [1] - The index reflects the overall performance of listed companies in the healthcare sector, selected from the CSI All Index, with a base date of December 31, 2004, set at 1,000.0 points [1] Index Composition - The top ten weighted companies in the CSI All Index for Healthcare Equipment and Services are: Mindray Medical (9.28%), Aier Eye Hospital (8.07%), United Imaging (6.7%), Aimeike (3.56%), Huatai Medical (3.16%), New Industry (3.09%), Yuyue Medical (2.83%), Meinian Onehealth (2.33%), Jiuan Medical (2.16%), and Shandong Pharmaceutical Glass (2.05%) [1] - The market share of the index's holdings is 61.07% from the Shenzhen Stock Exchange and 38.93% from the Shanghai Stock Exchange [1] - The index's holdings are entirely composed of the pharmaceutical and healthcare sector, with a 100.00% allocation [1] Index Adjustment and Fund Tracking - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - Weight factors are adjusted in accordance with the sample changes, typically remaining fixed until the next scheduled adjustment, with provisions for temporary adjustments in special circumstances [2] - Public funds tracking the healthcare index include various funds from Southern Fund, Tianhong Fund, and others, specifically designed to follow the CSI All Index for Healthcare Equipment and Services [2]