证券日报网讯 9月29日晚间，中红医疗发布公告称，公司控股子公司江西科伦医疗器械制造有限公司 （简称"科伦医械"）于近期参加福建省漳州市一次性使用压力延长管、注射器全省性联盟集中带量采购 项目的投标工作。根据福建省漳州市一次性使用压力延长管、注射器全省性联盟集中带量采购公告（第 6号）显示，科伦医械部分产品拟中选上述集中带量采购项目。 （编辑 任世碧） ...

中红医疗（300981）(300981.SZ)发布公告，公司控股子公司江西科伦医疗器械制造有限公司(以下简 称"科伦医械")于近期参加福建省漳州市一次性使用压力延长管、注射器全省性联盟集中带量采购项目 的投标工作。根据福建省漳州市一次性使用压力延长管、注射器全省性联盟集中带量采购公告(第6号) 显示，科伦医械部分产品拟中选上述集中带量采购项目。 ...

智通财经APP讯，中红医疗(300981.SZ)发布公告，公司控股子公司江西科伦医疗器械制造有限公司(以 下简称"科伦医械")于近期参加福建省漳州市一次性使用压力延长管、注射器全省性联盟集中带量采购 项目的投标工作。根据福建省漳州市一次性使用压力延长管、注射器全省性联盟集中带量采购公告(第6 号)显示，科伦医械部分产品拟中选上述集中带量采购项目。 ...

异动分析 医疗器械概念+辅助生殖+人民币贬值受益 来源：新浪证券-红岸工作室 9月26日，采纳股份跌1.25%，成交额4813.76万元，换手率2.60%，总市值29.90亿元。 1、公司主营业务为从事注射穿刺器械及实验室耗材的研发、生产和销售。公司目前主要产品为穿刺 针、注射器、实验室耗材及口罩等。 2、公司采纳医疗于2018年开始向Thermo Fisher 供应试管婴儿培育管产品。 3、根据2024年年报，公司海外营收占比为90.61%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-187.34万，占比0.04%，行业排名70/131，连续2日被主力资金减仓；所属行业主力净流 入-6.04亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-187.34万-741.67万-2607.78万-4266.65万-4035.66万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额3092.47万，占总成交额的8.28%。 技术面：筹码平均交易成本为23.47元 该股筹码平均交易成本为23 ...

9月25日，采纳股份跌2.86%，成交额5456.05万元。两融数据显示，当日采纳股份获融资买入额554.53 万元，融资偿还990.42万元，融资净买入-435.90万元。截至9月25日，采纳股份融资融券余额合计 7801.35万元。 融资方面，采纳股份当日融资买入554.53万元。当前融资余额7801.35万元，占流通市值的2.58%，融资 余额超过近一年90%分位水平，处于高位。 融券方面，采纳股份9月25日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年70%分位水平，处于较高位。 资料显示，采纳科技股份有限公司位于江苏省江阴市华士镇澄鹿路253号，成立日期2004年7月23日，上 市日期2022年1月26日，公司主营业务涉及医用和兽用注射穿刺器械及实验室耗材的研发、生产和销 售。主营业务收入构成为：注射器45.17%，穿刺针45.01%，实验室耗材5.49%，其他4.33%。 截至9月19日，采纳股份股东户数6901.00，较上期减少11.17%；人均流通股10960股，较上期增加 12.58%。2025年1月-6月， ...

此次美国商务部开展调查的依据依旧是《贸易扩展法》第232条款，此前美国政府已动用该条款对汽车 及其零部件、铜、钢和铝加征了关税，同时，针对药品、半导体、中重型卡车等产品的进口调查仍在进 行。若这些行业性调查最终导致加征关税，将与美国此前按国别征收的关税叠加执行。 本轮调查正值各贸易伙伴艰难推进与美国的关税谈判之际，各经济体进展不一。当地时间周三，美国政 府发布公告，确认美欧贸易协议生效，意味着7月底美欧达成的框架协议时隔两个月正式实施。不过据 彭博社24日报道，欧盟委员会负责贸易和经济安全的委员谢夫乔维奇本周将在吉隆坡东盟部长级峰会期 间会晤美国贸易代表格里尔，希望重启陷入停滞的钢铁和铝出口关税谈判。 【环球时报报道 记者 李迅典】美国商务部9月24日证实，美国政府已对机器人、工业机械以及医疗设备 进口启动了新一轮的"232条款"调查，以评估此类进口是否威胁美国国家安全。据美国CNBC网站25日 报道，该调查于9月2日开始，但直至本周才被披露，此举可能成为新一轮行业关税的依据，或将增加消 费者、医院、患者以及制造商需要承担的成本。 格里尔周三表示，美国预计将在未来数月内与更多东南亚国家敲定贸易协议。路透社报道 ...

Group 1 - The Trump administration is initiating national security investigations into imports of robotics, industrial machinery, and medical devices, which may lead to future tariffs on these products [1] - In the medical sector, the products under scrutiny include prescription drugs, syringes, and imported medical equipment such as wheelchairs, pacemakers, and insulin pumps [1] - The Commerce Department is soliciting feedback from affected companies to assess whether domestic production can satisfy US demand [1] Group 2 - There is a growing concern about potential shortages in critical medical supplies, emphasizing the need for increased manufacturing within the United States [2]

Core Points - The Trump administration is expanding the scope of tariffs to include robots and medical devices, with investigations initiated under Section 232 of the Trade Expansion Act [1] - The Department of Commerce has 270 days to submit policy recommendations to the President regarding imports deemed critical to national security [1] - Concerns over reliance on foreign medical supplies, such as syringes and sutures, have prompted the new investigation into medical devices [1] - The investigation into robots and industrial machinery will focus on computer-controlled systems and widely used factory equipment [1] - The Department of Commerce will also review trade in personal protective equipment, including gloves and masks used during the COVID-19 pandemic [1] - The new investigations expand the range of industries potentially facing tariffs, following similar inquiries into pharmaceuticals, semiconductors, aircraft, critical minerals, and heavy trucks [1] - Previous tariffs have been imposed on automobiles, copper, steel, and aluminum using the same legal framework [1] Industry Implications - The Section 232 investigations provide a significant policy backing for the Trump administration, especially if comprehensive tariffs against multiple economies are challenged in federal court [2]

Core Viewpoint - The U.S. Department of Commerce has initiated investigations under Section 232 of the Trade Expansion Act, focusing on imports of robots, industrial machinery, and medical devices, reflecting concerns over national security and the desire to boost domestic manufacturing [1][6]. Group 1: Section 232 Investigations - The investigations began on September 2, and the Department of Commerce must submit policy recommendations within 270 days [1]. - The scope of the investigations has expanded to include 11 categories, such as steel, aluminum, automotive, semiconductors, and medical products [2]. - The investigations aim to assess the impact of imports on national security, particularly in the context of robots and industrial machinery [4]. Group 2: Robots and Industrial Machinery - The investigation covers a wide range of equipment, including CNC machining centers, lathes, milling machines, and specialized metal processing equipment [4]. - The Department of Commerce seeks input from stakeholders regarding current and expected demand for domestic production capabilities and the role of foreign supply chains [5]. - The investigation aims to explore the feasibility of increasing domestic production capacity to reduce reliance on imports [5]. Group 3: Medical Devices and Supplies - The investigation also targets imports of personal protective equipment (PPE), medical consumables, and medical devices, reflecting concerns over dependence on foreign suppliers [6][7]. - The Department of Commerce is interested in understanding the current and projected demand for these medical products and the extent to which domestic production meets this demand [8]. - Experts express skepticism about the effectiveness of tariffs in bringing manufacturing jobs back to the U.S., citing a lack of interest among Americans in low-skilled manufacturing jobs [8].

Trade Policy & National Security - US Department of Commerce initiates national security investigations (232 investigations) into imports of masks, syringes, IV pumps, robots, and industrial machinery [1] - The investigation aims to assess the extent to which domestic production can meet US demand and the role of foreign supply chains, particularly China [1] - The investigation will consider the impact of "foreign government subsidies and predatory trade practices" [1] - The investigation results could lead to higher tariffs on these products [1] Industry Impact - The investigation requires companies to provide details on projected demand [1] - The investigation requires companies to provide details on the extent to which domestic production can meet demand [1]