（记者 曾健辉） 每经AI快讯，新产业1月22日晚间发布公告称，深圳市新产业生物医学工程股份有限公司于近日收到1 项国家知识产权局、2项俄罗斯联邦知识产权局颁发的《发明专利证书》。专利名称分别为"全血样本中 待测物的免疫学检测方法、磁性微球及磁性微球-蛋白复合物中国专利号""试剂组合以及免离心的全血 中目标免疫抑制剂的检测方法"等。 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ ...

Core Viewpoint - The company has received a medical device registration certificate for its Immunoglobulin G (IgG) assay kit, which is expected to positively impact its development but will not significantly affect recent production or performance [1] Group 1: Product Development - The product is an IgG assay kit using latex immunoturbidimetry, designed for the quantitative measurement of IgG levels in human urine [1] - This new product enriches the company's biochemical testing product line in the "renal function" category [1] Group 2: Market Impact - The approval of the medical device registration certificate is anticipated to have a positive influence on the company's growth [1] - However, it is noted that there will be no major impact on the company's recent operations and financial performance [1]

证券代码：300832 证券简称：新产业 公告编号：2026-005 深圳市新产业生物医学工程股份有限公司 关于获得医疗器械注册证的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，深圳市新产业生物医学工程股份有限公司（以下简称"公司"）收到 了广东省药品监督管理局颁发的 1 项《医疗器械注册证》。具体情况如下： 由于肾小球的滤过膜和肾小管的重吸收作用可以阻止大部分蛋白质进入尿 液，所以在正常情况下尿液中的 IgG 含量极少。当它们出现或升高，常提示肾小 球滤过膜受损，是辅助诊断肾小球肾炎、糖尿病肾病等疾病的重要指标。尿 IgG 升高常反映肾小球毛细血管壁广泛损伤和出现肾病范围内蛋白尿的原发性肾小 球疾病，如膜性肾病、局灶节段性肾小球硬化和膜性增生性肾小球肾炎的临床进 展和慢性肾衰竭的进展，并与小管间质损伤相关。此外，尿 IgG 对糖尿病肾病的 发病具有一定的预测作用。系统性红斑狼疮、类风湿性关节炎等自身免疫性疾病 患者中可见尿 IgG 水平升高。 1 二、对公司的影响及风险提示 截至目前，公司已先后取得 77 项生化试剂《医疗器械注册证》（共 11 ...

证券代码：300832 证券简称：新产业 公告编号：2026-006 深圳市新产业生物医学工程股份有限公司 关于公司获得发明专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市新产业生物医学工程股份有限公司（以下简称"公司"）于近日收到 1项国家知识产权局、2项俄罗斯联邦知识产权局颁发的《发明专利证书》，现将 本次取得的发明专利具体情况公告如下： 1、 发明名称：全血样本中待测物的免疫学检测方法、磁性微球及磁性微球-蛋白复合物 中国专利号：ZL202411999352.2 专利权人：深圳市新产业生物医学工程股份有限公司 发明人：张云、钟亮、张卓玲、闫璐璐、卢东林 专利权人：深圳市新产业生物医学工程股份有限公司 专利申请日：2024年12月31日 发明人：饶捷、李婷华、张云、罗春、郑文迪、徐红 授权公告日：2026年01月09日 专利申请日：2024年12月25日 上述专利保护技术为公司自主研发，本发明涉及一种应用于急诊平台的全血 检测方法。通过采用表面含甲基丙烯酸酯的磁性微球为固相载体，并以DMTMM 交联剂进行特异性蛋白的偶联，有效解决了磁 ...

中新网武汉1月22日电 湖北省"51020"先进制造业集群产业生态之医工交叉产业对接活动22日在武汉举 行，湖北省医工交叉融合创新产业联盟正式揭牌成立，31项医工交叉融合创新项目及产业化项目达成合 作，意向投资总额约12亿元，涉及医工交叉产业全链条合作，涵盖产学研医融全生态协同。 湖北省医工交叉融合创新产业联盟，是在湖北省经信厅、湖北省卫健委、湖北省药监局等部门指导下组 建的省级医工融合创新转化平台。该联盟汇聚医疗机构、高校院所、投融资机构、医药龙头及专业服务 机构等多家核心单位，构建起"临床需求—技术研发—中试熟化—资本赋能—产业落地"的全链条创新生 态体系。 现场，湖北省2025年医工交叉揭榜挂帅十大创新项目正式发布。湖北省经信厅将对揭榜项目给予最高 500万元资金扶持，推动创新链、产业链、资金链深度融合，加速以生物医药为核心的大健康产业高质 量发展。(完) （文章来源：中国新闻网） 湖北省医工交叉融合创新产业联盟理事长马丁表示，联盟将动员平台机构和医药企业力量，聚焦科创成 果转化早介入、早对接、早融合，在概念验证、中试熟化、临床研究、法规认证、产业化等各环节进行 孵化，培育更多医疗创新型科技企业，不断壮 ...

Summary of China Healthcare Industry Conference Call Industry Overview - **Industry**: China Healthcare Industry - **Report Date**: January 21, 2026 - **Sentiment**: Cautiously optimistic outlook for 2026 regarding hospital capital expenditures and market dynamics [1][2] Key Insights Capital Expenditure Trends - **Stable to Moderate Growth**: Hospital capital expenditures are expected to remain stable with moderate growth in 2026 [2] - **Survey Results**: 59% of surveyed hospital managers anticipate capital expenditure growth in 2026, up from 43% in late 2024, but still below 85% in late 2023 [3] - **Projected Growth Rate**: Expected capital expenditure growth of 4.7% in 2026, compared to 3.0% growth anticipated for 2025 [3] - **Actual Growth Expectations**: Respondents expect actual capital expenditure growth of 5.8% for 2025, indicating limited visibility on actual demand [3] Key Drivers of Expenditure - **Primary Drivers**: 1. Hospital Surplus (69%) 2. Patient Demand (50%) 3. Local Fiscal Budgets (44%) [3] - **Service Volume Constraints**: Factors such as Diagnosis-Related Group (DRG) payment limits and medical insurance settlements are seen as major constraints on service volume [3] Equipment and Technology Focus - **Investment Priorities**: Hospitals are prioritizing investments in AI, endoscopy, and imaging equipment, with a focus on surgical and flexible endoscopes, followed by CT and ultrasound [3] - **Weak Demand**: In vitro diagnostics are expected to remain weak [3] Company-Specific Insights Beneficiaries of Capital Expenditure Growth - **Mindray Medical (300760.SZ)**: Expected to benefit from a stable capital expenditure environment, with anticipated single-digit revenue growth in 2026. The company is expected to maintain a 16% share of planned capital expenditures [4][10] - **United Imaging (688271.SS)**: Anticipated to benefit from strong demand in high-end imaging, with projected revenue growth of approximately 21% in 2026 [4][11] - **New Industries (300832.SZ)**: Expected to face continued pricing pressure in in vitro diagnostics but may achieve above-industry growth due to healthy demand for chemical luminescence analyzers [4][12] - **Huatai Medical (688617.SS)**: Positioned to capitalize on the growing adoption of pulse field ablation technology, with projected revenue growth of 30% in 2026 [4][13] - **Guichuang Tongqiao (2190.HK)**: Expected to see revenue growth of around 30% driven by increased demand for neurointerventional and peripheral interventional procedures [4][15] Challenges for Global Players - **GE Healthcare**: Faces mixed impacts from increased capital expenditure and growing preference for local brands, which may offset some growth [4][16] - **Siemens Healthineers (SHL)**: Cautious outlook due to slow recovery in utilization rates and increased pricing pressure from procurement policies [4][17] - **Philips (PHIA)**: Similar cautious outlook with potential declines in market share for CT and ultrasound equipment [4][18] - **Olympus (7733.T)**: Expected to face challenges in maintaining market share in the digestive endoscopy market [4][19] - **Hologic (6869.T)**: Anticipated slowdown in clinical testing volumes and potential market share decline in hematology [4][20] Additional Observations - **Market Dynamics**: The report highlights a complex landscape for global medical technology companies in China, with both opportunities and pressures from local competition and procurement policies [4][16][17][18][19][20] - **Emerging Trends**: The shift towards local brands and the impact of procurement policies are significant trends that may reshape the competitive landscape in the healthcare sector [4][16][17][18][19][20]

Core Viewpoint - Jiangxi Ruijin City is focusing on developing three manufacturing clusters: precision manufacturing, cultural and creative toys, and textile and apparel, aiming for a chain-based and clustered development of key industries [2][4][6][7] Group 1: Manufacturing Development - Ruijin City plans to add 21 new industrial enterprises above designated size by 2025, bringing the total to 145 [2][4][6][7] - The industrial added value above designated size in Ruijin City is expected to grow by 12.8% year-on-year [2][4][6][7] Group 2: Industry Focus - The three key manufacturing clusters being developed are precision manufacturing, cultural and creative toys, and textile and apparel [2][4][6][7] - The emphasis on these clusters indicates a strategic move towards enhancing local manufacturing capabilities and economic growth [2][4][6][7]

Group 1 - The core viewpoint of the news highlights the positive performance of the medical device sector, with significant stock price increases for various companies and a favorable market outlook driven by new pricing policies and international trade initiatives [1][2][3] Group 2 - As of January 21, the Shanghai Composite Index rose by 0.22%, while the medical device index increased by 0.69%, with notable stock performances from Tianzhihang-U (+13%), Sanyou Medical (+7%), and others [1] - The medical device ETF (562600) saw a 0.77% increase, with a trading volume of 254.268 billion yuan and a turnover rate of 4.15%. Over the past six months, the fund has gained 4.80%, and 11.30% over the past year [1] Group 3 - On January 20, the National Healthcare Security Administration issued guidelines for pricing medical services related to surgical robots and remote surgeries, establishing a structured pricing system to enhance innovation returns and improve accessibility to precision medicine [2] - A special seminar was held on January 17 to discuss how to leverage the medical device procurement and pricing platform to support the international expansion of Chinese medical devices, with plans for a cross-border channel based on procurement platforms in Guangxi and Tianjin [2] Group 4 - Multiple authoritative institutions have expressed optimism about the medical device sector, with expectations for a turning point in operations by 2026 due to optimized procurement rules and significant growth potential in domestic and international markets for surgical robots and AI medical technologies [3] - The medical device ETF (562600) tracks the CSI All Index for medical devices, with the top ten weighted stocks accounting for 45.04% of the total, including major players like Mindray Medical and United Imaging [3]

Group 1 - The core point of the article highlights that as of January 20, a total of 107 stocks in the Shanghai and Shenzhen markets have experienced net buying through financing for five consecutive days or more [1] - The stock with the longest consecutive net buying days is Huatian Hotel, which has seen net buying for 12 consecutive trading days [1] - Other notable stocks with significant consecutive net buying days include China Merchants Bank, Ping An Bank, Focus Media, New China Life Insurance, Hongfuhuan, Kaile Shares, New Industry, and China Ping An [1]

Summary of Conference Call Notes Industry Overview - The medical devices industry in China is expected to face ongoing pricing pressures in 2026, particularly for in vitro diagnostics (IVD) players, although some recovery in medical equipment sales is anticipated. Niche consumable segments may benefit from value-based pricing (VBP) and globalization trends [1][2][3]. Company-Specific Insights Imeik Technology Development Co Ltd (300896.SZ) - **Rating Downgrade**: Imeik has been downgraded from Equal-weight (EW) to Underweight (UW) with a price target (PT) maintained at Rmb130. The downgrade is attributed to intensifying competition, soft domestic demand, and weakening bargaining power, leading to persistent pricing and margin pressures on its core products, Hearty and CureWhite [3][4][32]. - **Sales Forecast**: A projected 20% year-over-year (YoY) sales decline for 2025 is expected, with 4Q results likely flat quarter-over-quarter (QoQ) due to higher selling, general, and administrative expenses (SG&A). A recovery to high single-digit growth is anticipated in 2026, supported by stable legacy products and contributions from new products like Hutox [3][33][34]. - **Valuation Concerns**: The stock is trading at approximately 29 times the estimated earnings per share (EPS) for 2026, which is considered full given the low-teens growth outlook and limited visibility due to macroeconomic and competitive challenges [3][34][37]. Mindray Bio-Medical Electronics Co Ltd (300760.SZ) - **Revenue Decline**: Expected to post a 9% YoY revenue decline for 2025, with a modest recovery anticipated in 2026. The net profit is also projected to decline by double digits in 2025 [8][10]. United Imaging Healthcare Co (688271.SS) - **Sales Growth**: Anticipated to achieve over 20% sales growth in 2025, with net profit growth expected to exceed 40-50% due to a low profit base in 2024 [8][10]. APT Medical Inc (688617.SS) - **Growth Projections**: Expected to see approximately 24% overall sales growth and 28% net profit growth in 2025, with strong performance in 4Q [11][19]. Zylox-Tonbridge Medical Technology Co (2190.HK) - **Market Position**: Likely to benefit from VBP tailwinds in neuro and peripheral intervention devices, with potential upside surprises in sales growth [12][19]. Peijia Medical Ltd (9996.HK) - **Revenue Expectations**: Projected TAVR revenue for 2025 is estimated to be below Rmb300 million due to a voluntary product shipment delay [13][19]. Angelalign Technology Inc (6699.HK) - **Performance Outlook**: Expected to outperform targets due to resilient growth in China and lower costs [8][19]. Key Trends and Risks - **Market Dynamics**: The medical device tender value rebounded by 30.1% YoY in 2025, approaching 2022 levels, indicating a recovery in various categories despite challenges in IVD analyzers [25][26]. - **Competitive Landscape**: Increasing competition in the dermal filler market is noted, with Imeik facing challenges from new product launches and changing market dynamics [32][37]. - **Regulatory Environment**: Updates on VBP implementation and pricing strategies are critical for future performance, particularly for companies like Imeik and Peijia [15][34]. Conclusion The medical devices industry in China is navigating a complex landscape characterized by pricing pressures, competitive challenges, and varying growth prospects across companies. Imeik Technology's downgrade reflects broader concerns about market dynamics and profitability, while other companies like United Imaging and APT Medical show potential for growth amidst these challenges.