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高端介入医疗器械
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赛诺医疗股价上涨2.36%,主力资金净流出超4亿元
Sou Hu Cai Jing· 2025-08-12 10:05
数据显示,赛诺医疗当日主力资金净流出4.29亿元,占流通市值的4.1%。近五个交易日,主力资金累计 净流出4.26亿元,占流通市值的4.08%。 风险提示:股市有风险,投资需谨慎。 来源:金融界 截至2025年8月12日收盘,赛诺医疗股价报25.11元,较前一交易日上涨0.58元,涨幅2.36%。当日成交 量为115.44万手,成交额达30.55亿元,换手率为27.75%。 赛诺医疗主营业务为高端介入医疗器械的研发、生产和销售,产品涵盖心血管、脑血管等领域。公司所 属板块包括医疗器械、天津板块等。 ...
国联民生证券:国内医疗设备招投标延续增长 建议关注医疗AI和医疗设备招投标恢复标的
Zhi Tong Cai Jing· 2025-07-21 01:42
Group 1 - The core viewpoint is that the investment enthusiasm for medical AI products is increasing overseas, with significant financing events related to medical AI electronic medical record products [1] - In June 2025, the global healthcare sector saw 144 financing events, with disclosed amounts reaching approximately $2.2 billion, highlighting innovative drugs as a hot financing area in China's healthcare sector [1] - The largest disclosed financing amounts in June 2025 for innovative drugs were $2 million each for Tianchen Biotech, Sipure, and Baiquan Biotech, focusing on allergy and cancer drug development [1] Group 2 - There is a notable difference in financing preferences between overseas and Chinese medical device sectors, with overseas favoring cutting-edge innovations like medical AI electronic medical records, while China focuses on cardiovascular interventions [2] - The top three disclosed financing amounts in China's medical device sector were for companies involved in vascular intervention devices and high-end interventional medical devices [2] Group 3 - The bidding data for medical devices continues to show growth, with significant increases in sales for CT, MRI, and ultrasound devices in June 2025 [3] - Specific sales figures include CT at $1.9 billion (yoy +63%), MRI at $1.5 billion (yoy +65%), and ultrasound at $1.4 billion (yoy +50%) [3] - The sales figures for blood/purification dialysis devices and gene sequencing instruments also show strong recovery, with $324 million (yoy +54%) and $65 million (yoy +50%) respectively [3]