编号：2025-08-24 | 投资者关系活动类 | ■特定对象调研 □分析师会议 | | --- | --- | | 别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | （请文字说明其他活动内容） □其他 | | 参与单位名称及人 | 白溪私募 罗斌；彬元 王业开；博远基金 谭飞；渤海人寿 杨寅啸；财沣投资 安 | | | 静；财通基金 沈犁；财通证券 郭琦；晨燕资产 倪耿浩；呈瑞投资 刘青林；大成 | | 员姓名 | 基金 陈泉龙；大家资产 吴斌；淡水泉 钱越强；东北证券 叶菁 古翰羲；东方红 刘 | | | 中群；东方证券 陆佳晶；东方证券自营 王树娟；东吴证券 陆一韬 王美麒；东证 | | | 资管 孔令超；沣杨资产 张楠；工银瑞信基金 李乾宁；光大证券 吴佳青；广发基 | | | 金 张东一；广发证券 王稼宸 饶小飞；广州金控资产 黄勇；国金基金 石枞；国 | | | 联安基金 邹新进；国联民生 朱凤萍 郑薇 林艾灵；国盛证券 杨芳 王震；国泰海 | | | 通 张拓 张澄 江珅 丁丹；国泰基金 叶烽；国投证券 李奔；国信证券 贾瑞祥； | | ...

近日，三诺生物（300298）副董事长李心一在2025西普会上接受记者采访时表示，创业初期让糖尿病患 者用上血糖仪只是第一步，随着不断发展，公司一直积极向糖尿病医疗服务领域延伸。位于湖南长沙的 三诺全球研发中心即将落成，接下来会持续推动可穿戴、高端植入医疗设备的研究开发。 作为中国血糖行业"第一股"，三诺生物已成为全球第四大血糖仪企业。目前公司全球用户超过2500万， 产品和服务覆盖187个国家和地区。根据中康资讯的最新数据，在中国有超过50%的糖尿病自我监测人 群使用着三诺的产品。 "对三诺来说，让糖尿病患者用上血糖仪只是第一步。"李心一表示，"三诺一直积极向糖尿病医疗服务 领域延伸，打造'生物传感+物联网+智慧医疗+健康生活方式引导'的糖尿病及相关慢病数字管理模式， 聚焦动态血糖仪的创新研发。" 糖尿病全病程管理对糖尿病患者而言至关重要，国家卫生健康委印发的《健康中国行动—糖尿病防治行 动实施方案（2024—2030年）》明确提出推进糖尿病防治从"以治病为中心"向"以健康为中心"转变的思 路，要及早干预治疗糖尿病肾病、糖尿病视网膜病变、糖尿病足等并发症，延缓并发症进展，降低致残 率和致死率。 在海外已成主 ...

Investment Rating - The report does not explicitly state an investment rating for the medical device sector, but it highlights positive developments and opportunities for investment in high-end medical devices and domestic medical equipment companies. Core Insights - The medical and biological sector saw a weekly increase of 1.2%, outperforming the Wind All A index (-1.17%) and the CSI 300 index (-1.37%) during the week of March 31 to April 3, 2025. Key performers included offline pharmacies (4.15%), chemical preparations (3.92%), and medical consumables (1.66%) [2][7]. - A new policy from the National Medical Products Administration aims to support innovation in high-end medical devices, including surgical robots and AI medical devices, through ten key measures that enhance the regulatory framework and promote international standards [2][12]. - The acceleration of centralized procurement for large medical devices in regions like Guangxi is expected to benefit domestic medical equipment companies, allowing them to capture a larger market share as the industry recovers [2][12]. Market Weekly Review - The medical and biological sector increased by 1.2%, with offline pharmacies leading the gains at 4.15%, followed by chemical preparations at 3.92% and medical consumables at 1.66%. Conversely, medical research outsourcing (-3.19%), medical devices (-1.48%), and hospitals (-0.15%) experienced declines [2][7]. - The top three gaining stocks were Duorui Pharmaceutical (56.3%), Weisi Medical (31.8%), and Hasanlian (31.3%), while the largest declines were seen in Dongfang Biological (-11.1%), Dongfang Ocean (-9.2%), and Nengte Technology (-9.1%) [2][10]. Industry News and Key Company Announcements - The National Medical Products Administration is seeking opinions on measures to optimize lifecycle regulation for high-end medical devices, which includes support for innovation and the application of new technologies in healthcare [2][12]. - Guangxi's public resource trading center announced the initiation of centralized procurement for large medical devices for 2025, encouraging participation from both government and non-government medical institutions [2][12]. - Amgen announced FDA approval for a new indication of its CD19 antibody Inebilizumab, targeting a rare autoimmune disease with a patient population of approximately 20,000 to 40,000 in the U.S. and EU [2][12].