Core Viewpoint - The innovation drug sector is gradually recovering, leading to valuation restoration in both A-share and Hong Kong markets, driven by regulatory optimization, stable medical insurance payment policies, and positive international clinical trial results [1] Group 1: Investment Focus - The company has concentrated its investments in hard technology, artificial intelligence, and medical fields, with representative projects in gene cell therapy, high-end ophthalmic equipment, and surgical robots, which are poised to benefit from the recovery cycle of innovative drugs [2] - In the cell therapy sector, the company invested in Yimiao Shenzhou, a local enterprise that has achieved a full-process serum-free CAR-T technology, enhancing the clinical application prospects of cell therapy products [2] Group 2: High-end Medical Devices - The company’s investment in TUPAI Medical, a domestic ophthalmic equipment platform, has led to it achieving the highest market share in domestic OCT products and entering a sales acceleration phase with its ophthalmic surgical microscope [3] - TUPAI Medical is expanding from diagnostic to therapeutic devices, establishing a foundation for an intelligent surgical platform in ophthalmology and other clinical areas [3] Group 3: Policy and Market Dynamics - The medical health sector is entering a new cycle of dual benefits from policy and market, with national emphasis on high-end medical devices and self-innovated drugs [4] - The company’s investment strategy focuses on key technological nodes and deep engagement with important enterprises, which may lead to positive impacts on its fundamentals and market image as main funds return to the innovative drug and medical technology sectors [4]

Core Insights - The article highlights the increasing participation of domestic medical equipment in the ophthalmology sector, particularly in basic examinations, auxiliary diagnostics, AI imaging, and surgical support equipment, indicating a shift towards domestic and AI-driven solutions in the market [1][3]. Summary by Sections Market Trends - The procurement trends for the second half of the year will focus on domestic production, AI integration, and penetration into lower-tier markets [1]. Procurement Overview - In the past week, there were 13 different procurement units involved, including top-tier hospitals and county-level hospitals, indicating a diverse range of buyers [3]. - The procurement involved nearly 20 different types of ophthalmic equipment, covering basic examination tools, imaging and diagnostic devices, and surgical treatment instruments [3]. Brand Participation - A total of 22 brands were involved in the procurement, with domestic brands accounting for nearly 60% of the total, showcasing the growing influence of local manufacturers [3]. Financial Highlights - The total bid amount reached 18.743 million yuan, with the highest single equipment bid amounting to 3.2779 million yuan, reflecting significant investment in ophthalmic technology [3].

将向科创板眼科医疗设备"第一股"发起冲击。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，图湃医疗日前完成由社保基金中关村自主创新专项基金(由君联资本担任管理 人)、北京机器人产业投资基金、启明创投共同投资的总规模达5亿元人民币级别E轮融资。 这是继2024年6月完成D轮融资后，图湃医疗一年内再受顶级投资机构青睐。 ， 也是 国内 眼科医 疗设备领域历史上已公开一级市场投融资事件中单笔金额最高的融资 ，所融资金将持续用于图湃医 疗丰富产品矩阵及加强全球范围的市场布局等。 在完成本次E轮融资后，图湃医疗将向科创板眼科医疗设备"第一股"发起冲击。 图湃医疗始于清华大学电子工程系的科技成果转化。公司创始人、清华大学霍力教授2008年在约翰 霍普金斯大学做博士后期间就开始从事扫频OCT研究，师从Xingde Li教授，后者是OCT发明人 James G. Fujimoto教授的学生。在国家自然科学基金等多个科研项目的支持下，霍力教授带领团 队实现了一系列关键底层技术的突破和自主化。 图湃医疗成立后，眼科OCT在北京清华工业开发研究院医工转化体系中，迅速完成 ...