技源集团产品覆盖中国及亚洲、美国、欧洲、澳大利亚、南美等主要市场，并与雅培集团、 Blackmores、Nutramax、PharmaCare等国内外众多膳食营养补充品牌企业建立起长期稳定的合作关系。 业绩方面，2023年至2025年一季度，技源集团实现营收8.92亿元、10.02亿元和2.65亿元，净利润为1.6亿 元、1.74亿元和0.43亿元。 据目前安排，若无变化本周（7月14日到18日）共有2只新股申购，其中上证主板1只，创业板1只。 7月14日启动申购的上证主板新股技源集团（603262），通过垂直整合产业链，覆盖原料生产至成品制 剂加工的全过程，成为国内少数实现营养原料前端至制剂后端垂直整合的企业。其核心产品HMB在全 球市场占据主导地位，2024年全球市占率达53.34%，myHMB品牌更是获得美国药典(USP)认证，成为 同类产品中唯一获此认证的品牌。 本周2股打新 截至发稿，本周网上发行2只新股披露发行价。上证主板新股技源集团发行价为10.88元，发行市盈率 25.95倍，行业最近一个月平均动态市盈率15.28倍。创业板新股山大电力（301609）发行价为14.66元， 发行市盈率19.5 ...

Group 1: Market Performance - The biopharmaceutical, innovative drug, and pharmaceutical outsourcing sectors are experiencing strong performance, with WuXi AppTec rising over 9% and WuXi Biologics also increasing by over 9%, contributing to a 1.5% rise in the Hang Seng Biotechnology Index [1] - The Hang Seng Medical ETF (513060) opened high and fluctuated throughout the morning, nearing a 1% increase with a trading volume of nearly 1 billion yuan, indicating active trading [1] Group 2: Policy and Industry Growth - In the first half of 2025, China's innovative medical device sector achieved a milestone with 45 innovative medical devices approved for market, a year-on-year increase of 87%, marking the highest growth rate in history [2] - The approval of innovative drugs also saw a significant increase, with 43 new drugs approved, reflecting a 59% year-on-year growth, driven by ten regulatory optimization measures from the National Medical Products Administration [2] Group 3: Domestic Innovations - The approved innovative medical devices exhibit characteristics of high-end, precision, and platform-based technologies, achieving significant breakthroughs in three areas: precision intervention, structural heart disease, and energy ablation [3] - The domestic IVUS catheter has broken the monopoly of international giants, receiving EU certification and entering the European market, showcasing China's capability in high-end interventional devices [3] - The domestic transcatheter tricuspid valve repair system is the first of its kind approved in China, addressing a significant clinical need for over 1 million patients with severe tricuspid regurgitation [3] Group 4: Robotics and AI Integration - The integration of medical robotics and artificial intelligence is transforming clinical operations, with domestic surgical robots successfully performing complex minimally invasive surgeries [4] - A new business model combining "robot leasing + industry platform" is emerging to lower the cost barriers for hospitals, facilitating the adoption of advanced robotic technologies [4] Group 5: Future Outlook - The combination of AI models and robotic technology is expected to reshape the entire chain from auxiliary diagnosis to surgical execution, with regulatory bodies accelerating clinical transitions [5] - The Hang Seng Medical ETF (513060) is positioned to benefit from the robust growth of the medical device industry, supported by favorable policies and increasing demand due to an aging population [6][7]

2025.05. 26 本文字数：4795，阅读时长大约8分钟 作者 | 第一财经 钱童心 人工智能正在将临床诊疗方式从经验医学转变为由数据驱动。从影像识别、病理分析到手术机器人， AI的发展正在推动个性化治疗的发展，掀起一场"智能医学"的变革。 但这并不意味着我们不再需要有经验的医生，而是在AI的赋能下，更多的年轻医生利用技术也能提升 诊疗水平，整个医疗价值链也将被重塑。 AI能精准诊断冠心病吗 人工智能等新技术的飞速发展，正在悄然改变社会和人们的生活，在医学领域亦是如此，新技术为临 床诊疗和科学研究带来了新视野，也已经产生了不少突破性的成果。 "原本依赖医生经验与感觉判断的部分，在智能化与数字化的辅助下，边界也没有那么绝对了。"中国 科学院院士、复旦大学附属中山医院樊嘉教授在《在科技变革中，成为不可替代的你》一文中写道。 樊嘉表示，数字孪生医生已逐渐成为中山医院医疗团队中的重要成员——这些"数字分身"会对"生物 人医生"原型进行建模与仿真，而不仅仅是知识结构的复制和经验叠加。 他告诉第一财经记者，这些"数字医生"有些已经成形，例如"小葛"医生和"小白"医生，分别代表了中 山医院心内科葛均波院士及呼吸科白春 ...

Group 1: AI in Clinical Diagnosis - Artificial intelligence is transforming clinical diagnosis from experience-based medicine to data-driven approaches, enhancing personalized treatment [1][3] - AI technologies, such as digital twin doctors, are being integrated into medical teams, allowing for modeling and simulation of patient data to improve diagnosis and treatment [3][12] - A deep learning model for CT myocardial perfusion imaging has been developed to accurately assess myocardial ischemia, providing valuable quantitative metrics for doctors [6][7] Group 2: AI in Surgical Procedures - AI-assisted surgical robots are being utilized for remote surgeries, breaking geographical barriers and allowing for complex procedures to be performed from a distance [8][9] - The development of AI systems for pre-surgical planning is enabling surgeons to visualize and simulate operations, improving precision and outcomes [11][12] - AI is expected to play a significant role in the future of smart hospitals, enhancing patient monitoring and treatment planning through digital twin technology [13] Group 3: Ethical Considerations and Future Implications - The integration of AI in healthcare raises ethical questions, particularly regarding data security and the role of AI in decision-making processes [18][19] - Experts emphasize that AI should serve as a "super assistant" to doctors, enhancing their capabilities rather than replacing them, especially in areas requiring empathy and moral judgment [19] - The future of healthcare is envisioned as a collaboration between AI and human doctors, where AI alleviates repetitive tasks, allowing doctors to focus on patient care [19]

截至2025年4月25日收盘，开立医疗(300633)报收于30.31元，下跌1.59%，换手率0.79%，成交量3.42万 手，成交额1.04亿元。 当日关注点 交易信息汇总 4月25日，开立医疗的资金流向情况如下：主力资金净流出685.52万元；游资资金净流出259.79万元；散 户资金净流入945.3万元。 股本股东变化 近日，开立医疗披露了最新的股东户数变动情况。截至2025年3月31日，公司股东户数为1.45万户，较 2024年12月31日增加了736户，增幅为5.34%。与此同时，户均持股数量由上期的3.14万股减少至2.98万 股，户均持股市值为86.76万元。 业绩披露要点 根据开立医疗2025年一季报，公司主营收入为4.3亿元，同比下降10.29%；归母净利润为807.46万元， 同比下降91.94%；扣非净利润为599.81万元，同比下降93.49%。此外，公司的负债率为21.81%，投资收 益为97.92万元，财务费用为-1780.6万元，毛利率为63.19%。 董秘最新回复 投资者： 中美关税大战，冠脉业务血管内超声（IVUS）都有大量美国产品被反击了125%的关税，请公 司评论一下， ...