手术机器人、脑起搏器、高端医疗影像设备……2024年，我国出口医疗装备覆盖190多个国家和地区的 9000多家医疗机构，国产创新医疗装备正在全球市场崭露头角。 创新突围 我国医疗装备产业快速崛起 无需开刀，佩戴者穿戴智能仿生手后，可以自主完成想做的手部动作。这是记者在国家医保局日前举行 的医保支持创新药械座谈会上见到的一幕。 2025年7月，一场手术在瑞士卢塞恩州立医院的手术室里开展。 这是瑞士第一例CS主动脉弓部动脉瘤三分支腔内修复重建手术，使用的是中国医学科学院阜外医院舒 畅团队历时14年自主研发、具有完全中国自主知识产权的支架型人工血管。 在 瑞士卢塞恩州立医院开展的CS主动脉弓部动脉瘤三分支腔内修复重建手术。（受访对象供图） "国产医疗装备发展成果正惠及全球。"苏葆莉说，国产CT、数字平板X线成像系统、心电监护仪、呼吸 机等产品远销海外，服务万千患者。 凭借脑机接口技术与人工智能算法的高度结合，智能仿生手可以通过测量佩戴者的神经电和肌肉电信 号，快速识别佩戴者的运动意图。 这一令人惊艳的产品，正是我国自主研发的创新成果。 "我国已成为全球重要医疗装备应用市场和生产基地。"工业和信息化部装备工业一司二级 ...

招商通知： 2025年9月4-5日，第三届全球手术机器人大会 2025年7月17日， 雅培公司（Abbott, NYSE: ABT） 公布了截至6月30日的2025年第二季度财务业绩。季度营收达111.42亿美元（约合人民币 799亿 ），同比增长 7.4%；有机增长（不计汇率及结构调整）达6.9%，高于市场预期。公司继续受益于核心产品线的稳健表现，特别是在医疗器械与营养品领域。 雅培董事长兼首席执行官Robert B. Ford表示："我们再次交出了一份强劲的成绩单，多个业务实现两位数增长。我们对全年业绩增长充满信心，并继续加大在创新产品 和高增长市场的投入。" # 财 报 亮 点 ： 多 项 核 心指 标 稳 中 向 好 | | | | | Established | | | --- | --- | --- | --- | --- | --- | | Sales 2Q25 ($ in millions) | Total Company | Nutrition | Diagnostics | Pharmaceuticals | Medical Devices | | U.S. | 4,276 | 957 | ...

招商通知： 2025年9月4-5日，第三届全球手术机器人大会 2025年7月16日， 微创医疗 发布《有关建议策略重组心律管理业务的不具约束力建议》的公告。根据该建议，微创医疗计划将 其CRM业务与微创心通医疗科技 有限公司（股份代号：02160）的业务进行合并 。 重组背景 微创医疗 是一家领先的医疗器械集团，业务涵盖心血管介入、骨科医疗器械、CRM、大动脉及外周血管介入、神经介入、结构性心脏病业务、手术机器人等多个 领域。其CRM业务专注于研发、制造及销售用于诊断、治疗及管理心律失常及心力衰竭的产品，包括 起搏器、除颤器、心脏再同步治疗装置及配套导线产品 。微 创心通则专注于结构性心脏病的经导管解决方案。 重组理由 建立心脏病产品平台 ：通过合并CRM业务和微创心通的业务，形成一个强大的心脏病产品平台，提供从CRM的起搏器、除颤器到结构性心脏病的全面产品 组合。 目前，该重组建议尚不具约束力，且未构成任何具约束力的要约、协议或承诺。 # 关于微创医疗 植入式心脏起搏器 共享国际营销及销售渠道 ：合并后可进一步共享及统筹全球市场资源，产生协同效应，扩大合作，建立更强的全球市场据点和影响力。 扩大业务规模及增 ...

Core Viewpoint - MicroPort Medical announced plans to restructure its Cardiac Rhythm Management (CRM) business by merging it with MicroPort Heart, aiming to enhance operational efficiency and market recognition [1][2]. Group 1: Company Overview - MicroPort Medical is a leading high-end medical device manufacturer in China, with various business segments including MicroPort Heart and CRM [1]. - MicroPort Heart specializes in products for treating structural heart diseases, with notable offerings like the Transcatheter Aortic Valve Implantation (TAVI) series [1]. Group 2: CRM Business Details - The CRM business, currently operated by MicroPort Cardiac Rhythm Management Limited (CRM Cayman), includes products for diagnosing and managing arrhythmias and heart failure, such as pacemakers and defibrillators [2]. - As of the announcement date, MicroPort Medical holds a 50.13% stake in CRM Cayman, with the remaining shares owned by other investors [2]. Group 3: Strategic Rationale for Merger - The merger aims to create a comprehensive cardiac product platform, share international sales channels, improve capital efficiency, and enhance recognition in international capital markets [2]. - The decision to merge is also linked to a previous agreement that poses redemption risks if MicroPort Heart does not meet certain IPO milestones by July 2025 [3]. Group 4: Financial Performance - MicroPort Heart's revenue for 2020, 2021, and 2022 was $180 million, $220 million, and $205 million respectively, but it has been operating at a loss [5]. - MicroPort Medical's financial outlook for 2024 shows a projected revenue of $1.031 billion, an 8.5% increase year-on-year, with a reduced net loss of $268 million, narrowing by 58.6% [5].

Core Viewpoint - The strategic restructuring of MicroPort Medical and its subsidiary, HeartLink Medical, aims to create a comprehensive cardiac product platform to enhance market competitiveness and operational efficiency amid industry challenges [1][2][10] Company Overview - HeartLink Medical, once valued at HKD 52.9 billion, has seen its market capitalization plummet by nearly 90% to approximately HKD 6 billion [2][4] - MicroPort Medical has faced significant financial pressure, accumulating losses of USD 1.811 billion (approximately RMB 13.1 billion) from 2020 to 2023, alongside substantial R&D expenditures totaling RMB 23.24 billion [5][6] Financial Performance - HeartLink Medical reported a revenue of RMB 362 million in 2024, marking a 7.54% increase from 2023, while its net loss narrowed significantly by 89.51% to RMB 49.446 million [4] - MicroPort Medical's financial targets include achieving approximately RMB 10 billion in revenue with a loss of RMB 2 billion in 2024, aiming for profitability by 2025 [6] Strategic Rationale - The merger of MicroPort's CRM business with HeartLink's structural heart disease operations is intended to leverage existing international sales networks, reduce redundant costs, and enhance product offerings [2][10] - The integration aims to create a unique platform that addresses both structural heart disease and rhythm management, potentially attracting long-term capital focused on the cardiovascular sector [2][6] Market Context - The TAVI market in China is projected to grow rapidly, with an expected compound annual growth rate of 53.1%, reaching RMB 5.0557 billion by 2025 [8][9] - The restructuring is seen as a critical move to challenge international competitors like Edwards Lifesciences and Medtronic in the Chinese market [9] Challenges and Risks - The integration of two distinct business units poses risks related to operational synergy, valuation balance, and potential regulatory scrutiny regarding antitrust issues [7][8] - HeartLink Medical's cash balance of RMB 801 million as of June 2024 necessitates careful management of resources between CRM business recovery and TAVI capacity expansion [10]

其中，心通医疗一度跳空高开飙升近21%，但此后出现回落，截至发稿时间股价涨幅超过6%。 值得一提的是，心通医疗股价的异动上涨除了板块因素外，也和微创医疗（00853.HK）考虑将CRM业务并入心通医疗这则消息有关。 事实上，曾入选港股百强榜单的微创医疗也在今日出现异动，股价一度跳涨近7%。 微创医疗拟将CRM业务并入心通医疗 7月17日，生物医药B类股再度迎来普涨行情，三叶草生物-B（02197.HK）、科伦博泰生物（06990.HK）、心通医疗-B（02160.HK）等多股异动上涨。 其中，附属公司心通医疗是中国领先的结构性心脏病领域创新医疗器械企业，起源于2009年成立的瓣膜预研项目。 目前，心通医疗自主研发的经导管主动脉瓣植入（TAVI）系列及其手术配套产品已成功登陆全球20余个国家和地区的700余家核心医院，其中VitaFlow Liberty®经导管主动脉瓣膜及可回收输送系统于2024年成为国内首款自主研发并获欧盟CE认证的TAVI系统。 此外，心通医疗亦通过自主研发及与全球合作伙伴的共同研发，建立了涵盖经导管主动脉瓣、经导管二尖瓣、经导管三尖瓣和手术配件，以及左心耳 封堵器等产品的战略性研发布局。 ...

Core Viewpoint - The company is considering a non-binding proposal to restructure its CRM business by merging it with the operations of MicroPort Cardiac Rhythm Management, aiming to enhance competitiveness and create long-term value for stakeholders [1][2] Group 1: Business Overview - The company, along with its subsidiaries, is a leading medical device group focused on the innovation, manufacturing, and sales of high-end medical devices globally, with business segments including cardiovascular intervention, orthopedic medical devices, CRM, and others [1] - The CRM business is dedicated to developing global leading CRM solutions, primarily involved in the research, manufacturing, and sales of products for diagnosing, treating, and managing arrhythmias and heart failure, including pacemakers, defibrillators, and cardiac resynchronization therapy devices [1] Group 2: Strategic Benefits of the Merger - The merger of the two businesses will help establish a cardiac product platform, offering a diversified product line that includes CRM products and structural heart disease solutions, enhancing the company's global market development capabilities [2] - By merging the two businesses, the company aims to create synergies that will expand the scale and growth potential of the combined operations, improving revenue, profitability, and cash flow [2] - The unified financial management resulting from the merger will enhance capital efficiency and fundraising capabilities, while promoting the diversified product platform in international markets to increase recognition of the related value and growth potential [2]

Group 1 - The company is considering a non-binding proposal for a strategic restructuring of its CRM business to enhance internal resource integration and improve competitiveness [1] - The CRM business will potentially merge with the operations of MicroPort Cardiac Rhythm Management Co., Ltd., a non-wholly owned subsidiary listed on the Hong Kong Stock Exchange [1] - The company is a leading medical device group focused on the innovation, manufacturing, and sales of high-end medical devices globally, with various business segments including cardiovascular intervention and CRM [1] Group 2 - The CRM business aims to develop leading global CRM solutions, focusing on the research, manufacturing, and sales of products for diagnosing, treating, and managing arrhythmias and heart failure [1] - The product offerings include pacemakers, defibrillators, cardiac resynchronization therapy devices, and associated lead products, along with monitoring product combinations [1] - The structural heart disease business under MicroPort Cardiac Rhythm Management focuses on innovative transcatheter solutions and aims to provide advanced comprehensive solutions for treating structural heart diseases [2]

Core Viewpoint - The emergence of Beijing Pinchi Medical Equipment Co., Ltd. has significantly reduced the cost of implantable brain stimulators in China, benefiting approximately 3 million Parkinson's disease patients and breaking the foreign monopoly in the neuroregulation field [1][8]. Company Development - Pinchi Medical was established in 2008 and began clinical trials for its brain stimulator in 2009, receiving product registration from the National Medical Products Administration in 2013, making China the second country after the U.S. capable of independently developing and producing brain stimulators [5][6][7][8]. - The company has achieved significant milestones, including the development of key technologies and the production of a brain stimulator that holds over 50% market share in China, benefiting thousands of patients [10][11]. Innovation and Technology - Pinchi Medical has transitioned from imitating foreign products to leading innovation in the neuroregulation sector, focusing on quality and independent research in areas such as rechargeable technology and remote control systems [9][10]. - The company has successfully addressed technical challenges, such as the development of a key component that was previously imported, showcasing its commitment to innovation and self-sufficiency [9][11]. Collaboration and Research - The company emphasizes the importance of collaboration between industry, academia, and healthcare, which has accelerated the commercialization of research outcomes and improved product development [11][12]. - Pinchi Medical has established partnerships with institutions like Tsinghua University and Beijing Tiantan Hospital to enhance its research capabilities and address clinical needs [11][12]. Global Expansion - Pinchi Medical has begun to expand its reach internationally, with its vagus nerve stimulator being implanted in patients in Latin America, marking its first overseas operation [13]. - The company aims to integrate traditional Chinese medical practices with neuroregulation technology to create unique medical solutions, while also navigating the challenges of entering competitive global markets [14].

Group 1: Support and Collaboration - Suzhou has been providing targeted support to regions in Xinjiang, including Horgos, Gongliu, and Atushi, since 2010, enhancing cooperation in various fields [1][2] - The financial commitment includes 7.35 million yuan allocated for 24 technology innovation projects in Xinjiang, which has led to an additional 16.2 million yuan in enterprise matching investments [1] Group 2: Industrial Development - The "Horgos Comprehensive Smart Energy Project," recommended by the Suzhou working group, was recognized as an excellent entrepreneurial project, showcasing the effectiveness of industrial aid [2] - Suzhou's working group has successfully attracted influential projects to Horgos, significantly contributing to the rapid development of local industries such as foreign trade and cross-border e-commerce [2] Group 3: Medical Assistance - A significant medical achievement was made with the implantation of a wireless pacemaker in a 71-year-old patient in Gongliu County, addressing a critical health issue and filling a local technical gap [3][4] - The medical team, led by expert Li Haigang, utilized innovative techniques to perform the surgery, which was crucial given the patient's complex medical history [3][4] Group 4: Cultural and Economic Integration - The establishment of the "Atushi Mulberry Fig Cultural Tourism Scenic Area" has transformed local businesses, increasing the number of shops from over 30 in 2020 to 246 by 2024, with collective income reaching over 1.4 million yuan [5] - The integration of agriculture, culture, and tourism around the mulberry fig industry has led to a significant economic uplift for the local community [5] Group 5: Youth Exchange and Cultural Ties - The "Pomegranate Seed" summer camp initiative promotes youth exchange between Kunshan and Atushi, fostering cultural ties and enhancing ethnic unity [6]