Market Overview - A total of 49 stocks hit the daily limit up in the A-share market, with 46 stocks after excluding 3 ST stocks, and an overall limit-up rate of 60.49% [1] Top Performers - Top stock by limit-up order volume is Xining Special Steel with 279,200 hands, followed by Wenke Co., China Electric Power, and Yanhua Intelligent with 194,800 hands, 183,400 hands, and 151,900 hands respectively [2] - Xining Special Steel, Tibet Tianlu, and Tibet Tourism achieved five consecutive limit-ups, while Tuoshan Heavy Industry and Rainbow Group had three consecutive limit-ups [2] Significant Capital Inflows - Eleven stocks had limit-up orders exceeding 100 million yuan, with Tuoshan Heavy Industry leading at 606 million yuan, followed by Zhangjiang Hi-Tech and Shenzhen New Star at 307 million yuan and 141 million yuan respectively [3] Industry Highlights - Tuoshan Heavy Industry focuses on the R&D, production, and sales of engineering machinery components, serving major clients like SANY Heavy Industry and XCMG [3] - The robotics sector saw multiple stocks limit up, including Bojie Co., Rongtai Health, and Dahan Technology, with Bojie Co. developing products applicable to robotics [4][5] AI and Intelligent Systems - Hubei Broadcasting and Zhizhen Technology are involved in developing intelligent systems, with Hubei Broadcasting's "Chuyun Intelligent Body" achieving a 92% accuracy in regional cultural content generation [6][7] Earnings Forecasts - Zhongdian Xindong expects a net profit of 15 million to 22 million yuan for the first half of the year, marking a turnaround from losses [8] - Yanhua Intelligent anticipates a net profit of 3.5 million to 5.25 million yuan, also indicating a return to profitability [9] - Lvtian Machinery projects a net profit of 128 million to 145 million yuan, representing a year-on-year growth of 50% to 70% [10] Stock Market Activity - The top net purchases on the Dragon and Tiger list included Tibet Tianlu and InSai Group, with net purchases of 542 million yuan and 154 million yuan respectively [11][12]

在西藏农牧区，民众对藏医之外的中医药(以下简称"中医")认知度较低，生病就医倾向于选择藏医或西 医。中医师要想打开局面，面临不小的挑战。张霞所在医院的中医科就经历了曲折的发展历程。20世纪 70年代，辽宁省首批援藏医疗队在那曲市人民医院开设中医科，后因人员调走等原因，中医科关闭。 2015年，医疗人才"组团式"援藏开始后，医院重新组建中医科，辽宁中医药大学附属医院以"院包科"机 制援助中医科的发展。目前该院中医科有2名医师、1名康复治疗师和1名对口援藏中医专家。 近年来，张霞和同事们以仁心仁术得到了越来越多患者和同行的认可。他们采用中药、针灸、理疗等疗 法，治疗当地高发的风湿关节炎、中风后遗症、胃病、失眠及常见妇科病症等，受到患者欢迎。医院其 张霞(右一)为患者看诊。 罗辉 摄 他科室遇到解决不了的问题时，经常请张霞去会诊。张霞说，她2019年刚来医院时，每天中医科只有一 两个病人，现在一天少则七八个，多则十几个，大部分是当地牧民。 当天来找张霞复诊的患者旺堆，是那曲市聂荣县的牧民。前段时间，他因眼科疾病在医院五官科就诊， 住院期间出现双膝关节严重疼痛。五官科同事请张霞去会诊，张霞提出可以针灸治疗，旺堆很抵触 ...

很多人不知道的是，这台设备是海南自贸港首单自用生产设备"零关税"政策享惠产品。"安家"海南4年多 来，这台低温理疗箱一直稳定运行，成为健康消费热门打卡地。 时间见证变化。首单变N单，一域至全域，"零关税"进口设备持续扩容，用时4年多，享惠货值跨越60亿 元大关，为琼岛带来发展新机遇。 越来越多企业从海南自贸港自用生产设备"零关税"政策中受益 4年多，减免税款逾10亿元 海南一龄工作人员正在操作利用"零关税"政策进口的低温理疗箱。海南日报全媒体记者 曹马志 摄 图片由AI生成 海南日报全媒体记者 曹马志 炎炎夏日，在博鳌乐城国际医疗旅游先行区海南一龄园区，许多康养旅游的人竞相体验一台智能"大冰 箱"，沉浸式感受超低温冷疗。 首单 一台理疗箱的奇妙旅行 这台"零关税"进口的低温理疗箱自己都没想到，起初，从法国过来，原本它只打算在乐行先行区短暂"出 个差"，因为那时它的身份只是临时进境展品。 临时"出个差"，咋变成了"永久牌"? 一切得从一则重磅政策通知说起。海口海关所属文昌海关综合业务科科长陈莉至今仍清晰记得这个日 子，2021年3月4日，财政部、海关总署、税务总局联合发布了《关于海南自由贸易港自用生产设备"零关 ...

海南自贸港自用生产设备"零关税"政策实施4年多，享惠货值破60亿元 前一秒还在深海与鲸鱼共舞，下一秒便置身于万米云端俯瞰山脉——每次到海南海洋欢乐世界度假 区游玩，上海游客张晓星必打卡景区里的球幕影院，沉浸式体验"抬头即宇宙，环顾皆山海"。 热门的球幕影院已成为景区引流聚人气的宝藏"利器"。"这套设备来自英国，'零关税'进口!"该度假 区开发部报关员杨海珍介绍。她参与引进的设备，已经在景区上岗一年多，游客观影热情持续升温。 国外进口设施，政策红利下，景区买得划算。杨海珍向海南日报全媒体记者算了一笔账：受益于海 南自贸港自用生产设备"零关税"政策，价值约2000万元的球幕影院，减免税款，企业一次就省下400万 元，进口成本直降约20%。 首单省下83万元后，享惠企业行业越来越多 编者按 经党中央批准，海南自由贸易港全岛封关运作将于2025年12月18日正式启动。在全力冲刺全岛封关 运作的关键时期，海南日报报业集团整合旗下全媒体资源，联动主要传播平台，策划推出《"首"望自贸 港》系列报道，透过一个个"首单"看自贸港核心政策落地见效，看自贸港建设成型起势，为全岛封关运 作营造良好的舆论氛围。 海南日报全媒体记者 曹 ...

在和企业交流中，我也发现部分企业对商品归类、申报流程等问题了解不足，这可能影响企业享惠 的时效。对此，文昌海关及时设立"关企协调员"，推出"一企一策"精准帮扶措施，并指导企业申请海关 归类预裁定，进一步用好用足政策。 我深切感受到，关企同向发力，才能高效打通政策落地"最后100米"，让政策红利持续惠及企业。 清晰记得，自"首单"设备通关放行以来，海南一龄医疗已累计进口47台(套)设备，涵盖了来自法国、德 国、英国等国家的运动分析仪、镜像康复仪、脊柱曲度测量仪等医疗设备，货值总计达3780.6万元，共 计减免税款589.8万元，企业感受到了实实在在的自贸港"力度"。 政策实施4年多了，应用的"广度"也在不断增加。覆盖行业从最初的医疗健康、高新技术产业扩大 到了制造业、航空维修及保税加工等，政策红利释放明显，为企业降本增效提供了有力支撑，竞争力大 幅增强。 海口海关所属文昌海关综合业务科科长陈莉： 优化对企服务，加速政策红利释放 我是海口海关一线业务关员陈莉，非常荣幸参与推动海南自贸港自用生产设备"零关税"政策落地见 效，见证政策加力扩围实施，首单变N单，释放源源不断的发展活力。 政策能给企业多少真金白银，这是企 ...

美国《华尔街日报》 7 月 18 日文章，原题：最新水疗潮流？ " 沉浸式数字疗法 " 专为神经紧张人士设计 在 占地超过600英亩的加州水疗中心，富有的顾客们对一项名为"循环"的全新高科技健康疗法赞不绝口 ——360度的视频屏幕环绕着客人，会呈现各种画面，例如游动的小鱼或盛开的樱花，并伴以同步的灯 光效果，同时大提琴手、太鼓手和小提琴手会现场演奏小夜曲。该中心负责人凯西·尼斯说："有些客人 说，这是他们第一次完全放松下来。" 在世界各地的水疗中心和度假村，"沉浸式数字健康体验"风头正盛。这些机构通过视频流、同步灯光、 音乐甚至气味等，吸引那些焦虑的客户，舒缓他们的神经。一家仓库大小的"梦幻澡堂"即将于明年在美 国得克萨斯州开业。它将数字梦境与土耳其浴结合，提供多种理疗服务，并配有梦幻般的数字视频、灯 光和音效，这些效果会随着用户的心率等生物特征数据而变化。"每个房间的设计都旨在营造不同的状 态，让你从惊叹到深度放松。"澡堂创始人布林克霍夫说道。 然而，一些专业人士仍然持怀疑态度。纽约布鲁克林一家疗愈工作室的创始人丽莎·莱文说道："这种疗 法就像只给破损的家具刷上一层油漆。科技或许能帮助我们放松大脑的某些部分 ...

7月23日，翔宇医疗今日收盘45.46元，下跌1.60%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到83.78倍，总市值72.74亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13翔宇医疗83.7870.663.5872.74亿行业平均 53.5248.844.67111.58亿行业中值37.1437.112.5651.72亿1九安医疗10.9411.060.86184.59亿2英科医疗 12.7713.771.14201.84亿3新华医疗15.2014.091.2497.43亿4奥美医疗15.9515.631.6457.63亿5山东药玻 15.9516.001.83150.91亿6振德医疗16.0515.131.0258.27亿7康德莱16.5816.591.3735.73亿8九强生物 17.0215.832.0984.31亿9奥泰生物17.6018.561.4256.13亿10维力医疗17.8218.532.0940.65亿11三鑫医疗 19.1519.163.1543.57亿12安图生物19.3418.462.48220.51亿 来源：金融界 河南翔宇医疗设备股份有限公 ...

《方案》明确，补贴活动坚持"自愿改造、因需施改、按房施补"等原则，重点围绕居家适老化改造中 的"地面和门改造、卧室改造、如厕洗浴设备改造、厨房设备改造、物理环境改造和智能辅助产品"6个 方面，选定了29类产品纳入补贴范围，如卫生间、厨房、卧室等地面防滑贴、防滑垫，适老可升降灶 台，床边护栏或者抓杆，毫米波雷达睡眠监测仪，理疗电烤灯等。 责任编辑： 秦臻 7月22日零时起，老年人本人或代理人（家庭成员或其他受托人）可登录云闪付APP搜索"河南省消费品 以旧换新服务平台"，进入"适老化改造补贴专区"，按要求上传老年人身份证、拟添置居家适老化改造 产品的住房地址、房产证（产权证，宅基地、保障房、租赁房等相关证明）及有关材料，申请购买居家 适老化改造产品的补贴资格码。县（区）级民政部门按照申请人房产归属地，于3个工作日内完成申请 资格审核。 7月21日，记者从省民政厅获悉，近期该厅会同省发展改革委、省财政厅、省商务厅和省市场监管局联 合印发《河南省2025年消费品以旧换新居家适老化改造工作实施方案》（以下简称《方案》），面向居 住在我省的年满60周岁（计算时间截至2025年12月31日）老年人购买居家适老化改造产品给 ...

Investment Rating - The report maintains an optimistic outlook on the Hong Kong stock market, particularly regarding new IPOs and sectors such as new consumption and innovative pharmaceuticals [3][10]. Core Insights - The asset trading platform remains a clear direction for investment, with a focus on the expansion of various asset transactions and liquidity [3][10]. - The report highlights the positive trend in virtual assets, including stablecoins, with traditional financial institutions increasingly entering this space [3][10]. - Recent upgrades in subsidies for e-commerce and food delivery platforms are expected to benefit sectors like coffee and tea drinks, as well as advertising channels [3][10]. Industry Situation Tracking 1. Education - The Chinese education index increased by 2.47% from July 7 to July 11, outperforming major indices [11][20]. - Notable stock performances include New High Education Group rising by 24.18% and Fenbi increasing by 13.44% [11][20]. 2. Luxury Goods - The luxury goods sector faced slight pressure due to macroeconomic impacts, with notable stock movements including Samsonite up by 3.76% and Prada down by 0.99% [22][24]. 3. Coffee and Tea Drinks - The coffee sector remains highly prosperous, with significant benefits from platform subsidies, while tea drinks also see substantial gains [26][27]. - Luckin Coffee opened 373 new stores, with a focus on both first and second-tier markets [32]. 4. E-commerce and Internet - The Hang Seng Internet Technology Index saw a slight increase of 0.18%, with stocks like Beike and Dingdong rising by 6.34% and 3.85% respectively [31][36]. - The competition in the e-commerce sector remains fierce, with significant subsidy initiatives impacting profitability [31][38]. 5. Streaming Platforms - The Hang Seng Media Index rose by 2.2%, with stocks like NetEase Cloud Music and iQIYI showing positive performance [37][42]. 6. Virtual Assets & Internet Brokers - The global cryptocurrency market capitalization reached $374.04 billion, with Bitcoin and Ethereum prices increasing by 8.8% and 17.9% respectively [41][43]. - The report emphasizes the ongoing development of regulatory frameworks for virtual assets in both the US and Hong Kong [48].

Core Viewpoint - The company, KeFu Medical, is planning to issue H-shares and list on the Hong Kong Stock Exchange to accelerate its global strategy and enhance its overseas business capabilities and brand recognition [1][4]. Group 1: Company Overview - KeFu Medical is a comprehensive personal health management enterprise engaged in the research, production, sales, and service of medical devices, covering five major areas: health monitoring, rehabilitation aids, respiratory support, medical care, and traditional Chinese medicine therapy [3]. - The company's main brand "KeFu" includes sub-brands such as "JianEr Hearing," "JiRui Medical," "BeiBeiJia," "YanBenShu," and "YangLiDe" [3]. Group 2: Financial Performance - In the first quarter of this year, KeFu Medical reported a revenue of approximately 738 million yuan, a year-on-year decrease of 8.59%, and a net profit of about 91.43 million yuan, down 9.68% year-on-year [6]. - The company's revenue from overseas markets was approximately 5.91 million yuan in 2024, accounting for only 1.98% of total revenue, indicating that its overseas business is still in the cultivation stage [4]. Group 3: Strategic Intentions - The decision to list on the Hong Kong Stock Exchange aligns with national policies supporting companies going global and aims to enhance the company's international development [4]. - The company has completed acquisitions of Shanghai Huazhou and Ximan Na, which are expected to strengthen its overseas business resources [5]. - Future overseas acquisitions will focus on companies that can supplement product lines or enhance technological capabilities, as well as those with established distribution networks or brand influence [5].