2026.01. 11 但在专业医生看来，要在5年之内实现"机器人自己看片子、拿起手术刀切除肿瘤，全程无须人类医生插手"的愿景 根本不可能，至少还要经历几代人的努力。 也有投资人表示，"马斯克式的时间表"习惯将目标设定在物理极限的边缘，用激进的承诺来倒逼技术进步，同时吸 引资本和顶级人才的关注。 近日，科技富豪、特斯拉CEO马斯克在一次长达三小时的访谈中再爆惊人之语。他的一段话直指外科医生的"饭 碗"。马斯克称，通用人工智能（AGI）在2026年就将到来，3年内，机器人在手术技能上将超越人类；4年后，将 达到"完胜任何人类医生"的水平。 马斯克正专注于研发人形机器人擎天柱（Optimus）。他认为，技术已经进化到一个奇点。在通用人工智能的引领 下，擎天柱人形机器人对医生的冲击是巨大的，外科医生可能要彻底失业了。 "4年后，机器人将超越任何人类外科医生，5年后它将完全碾压人类外科医生，包括顶级外科医生。每个人都将获 得比现任总统现在所享受的医疗服务还要好，学医将毫无意义。"马斯克在访谈中放出豪言。 本文字数：4185，阅读时长大约8分钟 作者 | 第一财经 钱童心 午休时间就能干一台脑部手术? 这番言论直接震动 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司公告汇总：金达莱拟以28,000万元投资济慈医疗，持股34.00% 公司公告汇总：公司向中科鸿泰增资，布局血管介入手术机器人领域 公司公告汇总 江西金达莱环保股份有限公司就向济慈医疗和中科鸿泰增资事项回复上海证券交易所问询函。公司拟以 28,000万元投资济慈医疗，持股34.00%，标的公司专注于自体细胞技术研发，具备多项发明专利，核心 团队由胡敏教授领衔。另一投资为向中科鸿泰增资，布局血管介入手术机器人领域，产品已进入国家创 新医疗器械特别审查程序。公告披露了投资目的、估值依据、协同效应及风险管控措施。 截至2026年1月9日收盘，金达莱（688057）报收于12.65元，较上周的12.22元上涨3.52%。本周，金达 莱1月9日盘中最高价报12.71元。1月5日盘中最低价报12.23元。金达莱当前最新总市值34.91亿元，在环 境治理板块市值排名70/106，在两市A股市值排名4329/5182。 本周关注点 ...

最新公告列表 《关于对外投资事项问询函回复的公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2026年1月7日收盘，金达莱（688057）报收于12.45元，较前一交易日下跌0.16%，最新总市值为 34.36亿元。该股当日开盘12.54元，最高12.58元，最低12.42元，成交额达1506.75万元，换手率为 0.44%。 公司近日发布公告，就向济慈医疗和中科鸿泰增资事项回复上海证券交易所问询函。公告显示，金达莱 拟以28,000万元投资济慈医疗，持股比例为34.00%，标的公司专注于自体细胞技术研发，拥有多项发明 专利，核心团队由胡敏教授领衔。另一项投资为向中科鸿泰增资，旨在布局血管介入手术机器人领域， 相关产品已进入国家创新医疗器械特别审查程序。公告同时披露了此次投资的目的、估值依据、协同效 应及风险管控措施。 ...

江西金达莱环保股份有限公司（证券代码：688057，证券简称：金达莱）近日发布公告，就上海证券交 易所关于公司对外投资事项的问询函进行了详细回复。公告围绕公司对济慈医疗和中科鸿泰的增资事 项，从投资目的、标的公司业务前景、交易估值、风险控制等多个方面进行了说明，旨在向市场阐明公 司在环保主业之外，布局生物医药及医疗机器人领域的战略考量。 聚焦干细胞治疗与医疗机器人 金达莱拓展业务边界 金达莱在回复中表示，鉴于当前环保行业整体增速放缓、外部竞争加剧、增量市场空间变窄的现状，公 司在坚持发展现有主业的同时，积极响应国家号召，通过对生物制造、医药大健康等行业未上市公司股 权的前瞻性投资，拓宽业务范围，培育新的利润增长点。此次对外投资的两个标的——云南济慈医疗科 技有限公司（简称"济慈医疗"）和北京中科鸿泰医疗科技有限公司（简称"中科鸿泰"），分别专注于干 细胞技术研发与应用以及血管介入手术机器人领域，均属于国家重点支持的战略性新兴产业。 中科鸿泰：攻坚血管介入手术机器人 商业化可期 市场潜力与技术壁垒：中科鸿泰专注于血管介入手术机器人技术与系统研发、生产及销售。2024年中国 血管介入手术总计约700万例，其中冠脉 ...

1. 银河通用机器人获3亿美元B+轮融资 银河通用机器人 公司完成B+轮融资，融资金额高达3亿美元，本次融资由中移创新产业基金(中国移 动)、中金资本、苏创投等知名机构联合投资，融资用于推进"具身多模态大模型"与通用机器人本体的 深度融合。其产品核心不是单一功能机器人，而是一个能理解物理世界、具备通用智能的机器人平台。 这笔巨额融资将用于把大规模AI模型的能力"注入"机器人身体，解决机器人适应复杂开放世界的根本难 题，目标是造出真正实用的通用型智能体。 银河通用机器人（北京）是一家专注于具身多模态大模型通用机器人研发的创新企业。公司致力于为全 球用户提供智能机器人产品，其技术涵盖人形机器人、工业机器人等多个前沿领域，是当前人工智能与 机器人交叉领域的明星公司。 5. 栈略数据完成C+轮融资，深耕保险科技 栈略数据 公司完成C+轮融资，投资方为香港创科创投基金，投后估值约36亿人民币。栈略数据为完善 健康险智能风控与理赔自动化平台。其核心产品是一个能自动识别医疗票据欺诈、过度医疗等风险的 2. Momenta获Grab战略投资，加速全球化 Momenta 自动驾驶头部公司获得战略投资，投资方为东南亚出行巨头Gr ...

Core Viewpoint - Jindalai (688057.SH) plans to invest 30 million yuan in Beijing Zhongke Hongtai Medical Technology Co., Ltd., acquiring a 10% stake, aiming to optimize its industrial structure and seek new growth opportunities [1] Group 1: Investment Details - The investment will be made using the company's own funds amounting to 30 million yuan [1] - After the investment, Jindalai will hold a 10% equity stake in Zhongke Hongtai [1] Group 2: Company Background - Zhongke Hongtai specializes in the research, production, and sales of medical robot technology and systems [1] - The company was incubated by the Institute of Automation, Chinese Academy of Sciences, and is led by a team of experts including Professor Hou Zengguang [1] - Since 2008, the founding team has undertaken over 10 major projects, including the first domestic 863 program for vascular interventional surgical robots [1] Group 3: Financial Status and Purpose of Investment - Zhongke Hongtai is currently not profitable [1] - The investment aims to enhance the company's risk resistance and cultivate new profit growth points [1] - Funds from the investment will be allocated for technology research and development, market promotion, and daily operations [1]

中科鸿泰主要从事医疗机器人技术与系统的研发、生产及销售，是中国科学院自动化研究所孵化设立的 科技成果转化企业，由IEEE Feow、杰青、万人领军人才专家侯增广教授领衔的科学家团队创办。中科 鸿泰创始团队自2008年起，承担血管介入手术机器人国内首个863计划等10余项重大项目，是国内血管 介入手术机器人领域先行者。中科鸿泰目前尚未盈利。 人民财讯12月21日电，金达莱(688057)12月21日公告，公司拟以3000万元向北京中科鸿泰医疗科技有限 公司(简称"中科鸿泰")增资，交易完成后，公司将持有中科鸿泰10%的股权。 ...

Group 1: High-Quality Development - The core task of building a modern socialist country is high-quality development, guided by new development concepts emphasizing innovation, coordination, green, openness, and sharing [1] - During the "14th Five-Year Plan" period, various regions and departments are expected to construct a new development pattern and promote high-quality development, reinforcing China's institutional advantages and innovation vitality [1] Group 2: Technological Innovation - Emphasis on integrating technological innovation with industrial innovation, enhancing the role of enterprises in the innovation chain, and ensuring seamless connection with the industrial chain [2] - The focus on breakthrough key technologies and transforming scientific achievements into advanced productivity is seen as a new driving force for economic development [2] Group 3: Regional Development - Regional coordinated development is essential for addressing imbalances, with significant strategies acting as engines for high-quality development [3] - The Chongqing and Chengdu areas are highlighted as important growth poles in the western region, promoting integrated development [3] Group 4: Rural and Urban Integration - The income gap between urban and rural residents is gradually narrowing, with a focus on modernizing agriculture and rural areas by 2035 [4] - The commitment to high-level opening up aims to release the benefits of China's large-scale market, creating new opportunities for other countries [4] Group 5: Open Economy - The transition from a flow-based open economy to a rule-based and regulatory open economy is underway, with various platforms enhancing mutual empowerment [5] - Xiamen has become a major export port for lithium battery products, showcasing successful reforms in international shipping management and enhancing China's influence in international rules for new energy products [5] Group 6: People-Centric Development - The development approach is centered around the people, focusing on improving basic, inclusive, and safety-oriented social welfare, translating development outcomes into public well-being [5] - The goal is to ensure decisive progress in achieving socialist modernization during the "15th Five-Year Plan" [5]

Group 1: Industry Development Goals - Shanghai has issued an action plan to promote the high-quality development of the high-end medical device industry, aiming to approve over 500 new domestic Class III medical device registrations and over 100 products in overseas markets by 2027 [1] - The plan also targets the cultivation of two leading enterprises with annual output exceeding 10 billion yuan and the establishment of three high-end medical device industrial clusters [1] Group 2: CDMO Landscape - The development of medical device CDMO (Contract Development and Manufacturing Organization) in China faces challenges compared to the biopharmaceutical sector, which is more standardized and conducive to large-scale operations [2][6] - Currently, there are few large-scale CDMO platforms for high-value medical devices in China, with most CDMO services limited to low-value consumables [1][2] Group 3: Market Dynamics and Trends - The medical device industry is characterized by a fragmented market and a high degree of customization, making it less conducive to the emergence of large CDMO players [2][6] - Some companies, like Waterwood Oriental and Paisen Technology, are providing one-stop CDMO services for high-value medical devices, indicating a shift towards integrated service offerings [2] Group 4: Outsourcing Preferences - Many established medical device companies prefer to build their own production lines to maintain control over core technologies and supply chains, while outsourcing is often driven by cost efficiency and the need for specialized capabilities [4][5] - The decision to use CDMO services often depends on the company's development stage, with early-stage companies more likely to outsource production [4][5] Group 5: Challenges in CDMO Commercialization - The commercialization of CDMO services in the medical device sector faces bottlenecks, with many platforms struggling to find a sustainable business model due to the complexity and variability of medical devices [6][9] - The need for significant investment and adherence to industry standards complicates the establishment of a comprehensive CDMO platform in China [6][9] Group 6: Future Outlook - The development of CDMO platforms is expected to help Chinese medical device companies expand into international markets, with some platforms already establishing R&D and manufacturing centers abroad [13][14] - As the industry matures, the specialization and professional capabilities of CDMO services are anticipated to improve, fostering a more collaborative ecosystem [12][13]

Core Viewpoint - The development of high-end medical device industry in Shanghai aims to enhance global competitiveness, with specific targets set for 2027, including over 500 new domestic third-class medical device registrations and over 100 products approved in overseas markets [1] Group 1: Industry Overview - The medical device CDMO (Contract Development and Manufacturing Organization) sector is compared to "precision handicrafts," indicating a more specialized and fragmented market compared to the "heavy industry" nature of biopharmaceutical CDMOs [3][5] - The market size of China's medical device industry is projected to reach 1.2 trillion yuan (approximately 1.2 trillion CNY) by 2024, highlighting significant growth potential [3] Group 2: CDMO Development and Challenges - Despite the growth potential, the medical device CDMO sector faces challenges, including a lack of large-scale providers akin to WuXi AppTec in biopharmaceuticals, and a predominance of low-value consumables in the current CDMO offerings [1][3] - The complexity and non-standard nature of medical devices make it difficult to establish a mature CDMO ecosystem, as the industry requires significant investment and expertise across multiple disciplines [6][7] Group 3: Market Dynamics and Trends - Many medical device companies prefer to build their own production lines to maintain control over core technologies and supply chains, with outsourcing primarily driven by cost efficiency and access to specialized capabilities [5][10] - The trend towards self-built production systems is evident as companies progress to mass production stages, although initial stages may benefit from CDMO partnerships [5][10] Group 4: Future Outlook - The future of medical device CDMOs in China is expected to improve as companies focus on specialization and collaboration with academic and research institutions, enhancing the overall ecosystem [7][12] - The integration of CDMO platforms into global supply chains is crucial for the competitiveness of Chinese medical device companies, with some platforms already establishing international R&D and manufacturing centers [12][13]