智能医疗设备
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每周股票复盘:天臣医疗(688013)董事会完成换届选举
Sou Hu Cai Jing· 2026-01-10 19:35
公司公告汇总 天臣国际医疗科技股份有限公司与浪潮数字科技(上海)有限公司于2025年12月31日签署《战略合作协 议》,双方将在医疗智能化与信息化、智能医疗设备与医疗机器人、市场协同与品牌共建等领域开展合 作。协议为框架性协议,不涉及具体金额,具体合作以另行签订的合同为准。本次合作旨在推动医疗智 能化技术的应用与产业化落地,符合公司发展战略,但对2026年度及未来业绩不构成直接影响。协议履 行存在受政策、市场等因素影响的风险。 天臣国际医疗科技股份有限公司于2026年1月7日召开2026年第一次临时股东会,审议通过董事会换届选 举议案。会议选举陈望宇、田国玉、史晓荣为第三届董事会非独立董事,选举Sterling Zhenrui Huang (黄朕瑞)、鲁薏、胡列类为独立董事。出席会议股东所持表决权占公司总表决权的52.6072%,所有 议案均获有效通过,无被否决议案。国浩律师(上海)事务所对本次会议出具法律意见书,确认会议合 法有效。 截至2026年1月9日收盘,天臣医疗(688013)报收于48.03元,较上周的48.08元下跌0.1%。本周,天臣 医疗1月6日盘中最高价报53.18元。1月8日盘中最低价报 ...
2025科技与资本报告|对话刘昊飞:科技公司价值被更多资本认可
Bei Jing Shang Bao· 2025-12-14 08:19
时隔十年,上证指数今年10月再度站上4000点整数关口,这一突破不仅是市场信心的集中彰显,更标志着中国资本市场与科技创新的适配性进 入新高度。 与两次突破4000点的行情相比,本轮股市大涨呈现出明显的结构性特征,并非依赖传统行业短期炒作,而是植根于"政策筑基、科技赋能、资 金共振"的坚实逻辑,科技成为这轮行情的核心引擎。 4000点背后,是双向赋能机制的深度成型,科创板、创业板的制度革新为硬科技企业打开融资通道,让资本精准流向AI算力、半导体等关键 领域。而科技创新带来的产业突破,又为资本市场注入可持续成长动能。 "资本市场对科技发展太重要了",在与盛景嘉成创始合伙人刘昊飞的交流中,他也表达了这一观点。站在新的历史关口,4000点不仅是指数的 里程碑,更是资本市场服务新质生产力、科技创新依托资本加速迭代的起点。 Q:今年以来,A股的大涨行情被市场称为"科技牛"。在您看来,"科技牛"行情背后的推动因素有哪些? A:所谓"科技牛",其实是多个因素共同作用的结果,不单单是科技本身,但科技起到了核心的引领作用。这包括在国际关系中,因为科技持 续发展所带来的国家实力和底气的提升;同时也辅以国家的其他政策,包括在资金面上 ...
安徽展团盛装亮相第三十届澳门国际贸易投资展览会
Sou Hu Cai Jing· 2025-10-24 02:14
Group 1 - The 30th Macao International Trade and Investment Fair (MIF) opened on October 22, organized by the Macao Trade and Investment Promotion Institute, aiming to deepen cooperation between Anhui and Macao, and to help Anhui enterprises integrate into the Guangdong-Hong Kong-Macao Greater Bay Area and expand into Portuguese-speaking countries [1][5] - Anhui showcased 22 representative enterprises in a 180-square-meter exhibition area under the theme "Anhui Links with the World • Intelligent Innovation for the Future," highlighting innovations and cooperation opportunities in health, smart manufacturing, and green agriculture [1][3] Group 2 - The Anhui exhibition area featured a blend of modern technology and Anhui cultural elements, showcasing "specialized, refined, distinctive, and innovative" enterprises and intangible cultural heritage crafts, including AI and traditional Chinese medicine products, smart medical devices, and traditional crafts like Xuanzhi paper and bamboo carving [3][5] - The Anhui delegation, led by Yang Zheng, engaged in various activities and discussions with institutions such as the China Council for the Promotion of International Trade and the Macao Investment Promotion Bureau, focusing on economic cooperation, mutual recognition of standards in traditional Chinese medicine and green food, and connecting with Portuguese-speaking markets [5][7] Group 3 - The exhibition yielded significant results, with companies like Hefei Yunzhen Technology Co., Ltd. and Anhui Green State Straw Products Co., Ltd. establishing cooperation agreements, with intended cooperation amounts exceeding 130 million yuan, further expanding international cooperation channels [7] - The event enhanced the influence of Anhui's brands in health, smart manufacturing, and green food sectors, attracting numerous professional buyers and citizens, and solidifying long-term cooperation mechanisms between Anhui enterprises and markets in Macao and Portuguese-speaking countries [7]
1255亿重组!医械巨头拆出核心
思宇MedTech· 2025-07-15 09:19
Core Viewpoint - The merger between BD and Waters aims to create a new leader in the life sciences and diagnostics sector, targeting the expanding precision medicine and biopharmaceutical markets with a total transaction value of approximately $17.5 billion [1][4][17]. Recent Developments and Future Outlook - In February 2025, BD announced plans to divest its biosciences and diagnostics business, followed by the merger agreement with Waters on July 14, 2025, with completion expected by the end of Q1 2026, pending regulatory approval [3]. - The global life sciences instrument market is projected to reach $85 billion by 2030, with a CAGR of approximately 5-6%, highlighting significant growth opportunities in precision medicine, biopharmaceuticals, and multiplex diagnostics [3]. Strategic Motives - The transaction reflects a strategic shift for both companies: BD focuses on core medical technologies, while Waters seeks to transform its business model from single instrument sales to recurring revenue in diagnostics and services [4][5]. - BD's divestiture aligns with its strategy to concentrate resources on core products like syringes and smart medical devices, which are closely tied to hospital workflows [4][7]. Industry Landscape and Market Opportunities - The merger occurs in a competitive environment where major players like Thermo Fisher and Danaher have expanded through acquisitions, creating pressure on mid-sized analytical instrument companies [5]. - The new company is expected to leverage BD's established presence in Asia, particularly in China and Japan, to enhance global expansion potential [3]. Technical Complementarity - The merger is significant for its technical complementarity, enabling a full chain capability from molecular analysis to cellular detection, which is crucial for biopharmaceutical development and personalized medicine [9][10]. Synergies and Collaborative Value - BD and Waters anticipate achieving approximately $200 million in cost synergies and $290 million in revenue synergies post-merger, but the focus is on the broader industry collaborative value rather than just financial metrics [11]. - The integration of technologies and market strategies is expected to enhance their competitive edge in the life sciences sector [12][16]. Product and Service Integration - The combined entity will offer a comprehensive solution that integrates molecular diagnostics and analytical capabilities, addressing the full spectrum of biopharmaceutical research and clinical validation needs [15]. - The merger allows for the development of complex multiplex testing products, enhancing diagnostic speed and accuracy [15]. Conclusion - The merger between BD and Waters represents a transformative move in the life sciences and diagnostics industry, positioning the new company as a key player in advancing precision medicine and biopharmaceutical innovation [17].