【导读】印度尼帕病毒疫情引关注，相关概念股大涨，多家公司紧急回应 据悉，尼帕病毒感染潜伏期为3至14天，初期症状与流感相似，易出现误诊。这也意味着，早期精准检 测不仅能为临床干预争取时间，也是落实国境检疫、疫情溯源的核心环节。 随着尼帕病毒疫情持续发酵，市场对病毒防治、体外诊断等相关概念股的关注明显升温。截至1月27日 收盘，相关板块个股集体走强，凯普生物、达安基因斩获两连板；拓新药业、利德曼、特一药业等个股 涨幅居前。 | 凯普生物 | 8.70 | 20.00% | 1.45 | | --- | --- | --- | --- | | 300639 | | | | | ■正米 (天2板 入气龙头- 激电人 2020年半年频型示公司目主研发的 | | | | | 新型冠状病毒(2019-nCaV)核酸检测试刊盒(艾光PCR法)以新型冠状 ... | | | | | 达安惠因 | 7.71 | 9.99% | 0.70 | | 002030 @ | | | | | ■更新 2天2板 人气息头三 周期人用 多种药毒检测服务 | | | | | 拓新药业 | | 34.37 7.98% | 2.54 | | 30 ...

1月27日，热景生物涨5.05%，截至发稿，报154.89元/股，成交2.70亿元，换手率1.92%，总市值143.60 亿元。 资料显示，北京热景生物技术股份有限公司位于北京市大兴区中关村科技园区大兴生物医药产业基地庆 丰西路55号院7号楼1-5层，成立日期2005年6月23日，上市日期2019年9月30日，公司主营业务涉及研 发、生产和销售体外诊断试剂及仪器。主营业务收入构成为：检测试剂70.87%，检测仪器19.79%，其 他8.17%，生物原料1.17%。 截至发稿，农冰立累计任职时间7年222天，现任基金资产总规模126.84亿元，任职期间最佳基金回报 174.01%， 任职期间最差基金回报-1.57%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.c ...

据Wind统计，截至1月26日，沪深两市共有133只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是陕西煤业、伊利股份，均已连续14个交易日获净买入；连续获主力资金 净买入天数较多的还有中金公司、寒武纪-U、联影医疗、热景生物、无锡银行、海天味业、联诚精 密、红塔证券等股。 （文章来源：证券时报网） ...

Core Viewpoint - The medical device sector experienced a rise of 0.54% on January 21, with N Aisheren leading the gains, while the Shanghai Composite Index increased by 0.08% and the Shenzhen Component Index rose by 0.7% [1] Group 1: Stock Performance - N Aisheren (code: 920050) closed at 44.04, with a remarkable increase of 175.59% and a trading volume of 141,600 shares [1] - Tianzhihang (code: 688277) saw a rise of 12.38%, closing at 23.88 with a trading volume of 376,500 shares [1] - Xishan Technology (code: 688576) increased by 11.18%, closing at 76.80 with a trading volume of 34,000 shares [1] - Kangzhong Medical (code: 688607) rose by 10.91%, closing at 59.67 with a trading volume of 76,200 shares [1] - Shuoshi Biological (code: 6658889) increased by 9.74%, closing at 84.84 with a trading volume of 70,300 shares [1] Group 2: Capital Flow - The medical device sector saw a net inflow of 300 million yuan from institutional investors, while retail investors experienced a net outflow of 430 million yuan [2] - Major stocks like Sainuo Medical (code: 688108) had a net inflow of 69.18 million yuan from institutional investors, but a net outflow of 44.76 million yuan from retail investors [3] - LePu Medical (code: 300003) had a net inflow of 48.54 million yuan from institutional investors, with a slight net inflow of 0.52 million yuan from retail investors [3]

近日，热景生物发布公告称，预计2025年年度实现营业收入4亿元至4.2亿元，与上年同期相比，同比减少17.79%至 21.71%。 此外，其他联营企业在生物创新药领域的研发投入也导致投资损失扩大，进一步影响了公司净利润。 （热景生物公告） 预计归母净利润约亏损2.1亿元至2.3亿元，与上年同期相比，亏损增加9.94%至20.42%。此外，预计归母净利润扣除非 经常性损益后约亏损2.5亿元至2.7亿元。 公告中提到，业绩下滑的主要原因包括行业政策影响导致价格下降及需求减少，以及税收政策调整对综合毛利率的影 响。同时，公司对联营企业舜景医药增资，使其成为控股子公司，研发费用大幅增加，对净利润产生较大影响。 ...

Core Viewpoint - The company, 热景生物, is forecasting a significant decline in its 2025 financial performance, with expected revenues between 400 million to 420 million yuan, representing a year-on-year decrease of 17.79% to 21.71%, and a net loss projected between 210 million to 230 million yuan, which is an increase from the previous year's loss of 191 million yuan [2] Financial Performance - The company's revenue peaked at 3.556 billion yuan in 2022, with a profit of 944 million yuan, but has since faced two consecutive years of losses [3] - In 2024, the company reported revenues of 511 million yuan and a net loss of 191 million yuan, with a non-recurring net loss of 231 million yuan [3] - By the third quarter of 2025, revenues were 310 million yuan, a year-on-year decline of 19.8%, with a net loss of 109 million yuan [3] Industry Challenges - The in vitro diagnostic industry is facing significant challenges due to policy changes, particularly centralized procurement, which has impacted product pricing and increased competition [3][4] - The company's main business, in vitro diagnostic reagents and instruments, accounts for 99% of its revenue, and the pricing pressure has led to a decline in both single-machine revenue and output rates [3] Revenue Dynamics - In 2024, excluding non-conventional testing, the company's revenue grew by 23.10%, but reagent business revenue fell by 18.55%, with growth primarily driven by instrument sales, which saw a 262.79% increase in volume and a 289.79% increase in revenue [3] - The gross margin for instruments improved from -11.20% to 6.41% due to adjustments in sales strategy [3] Strategic Adjustments - The company shifted its sales strategy in the second half of 2023 to a model that combines sales and deployment, responding to increased demand from hospitals [4] - However, this strategy has led to a lag in reagent sales growth, which increased by only 8.24% compared to a 13.21% growth in instrument sales [4] Investment in Innovation - In response to stagnant growth in its core business, the company has invested in innovative pharmaceuticals, including stakes in 舜景医药, 尧景基因, and 智源生物, but these investments have not yet generated revenue and have resulted in significant losses [5] - The company reported an investment loss of 47.63 million yuan in 2024 and has increased its stake in 舜景医药, which is now a subsidiary [5] - 舜景医药 is developing SGC001, a novel treatment for acute myocardial infarction, which has received clinical trial approval but is still in the early stages of development [5]

Group 1 - The company forecasts a revenue of between 400 million to 420 million yuan for the year 2025, representing a year-on-year decrease of 17.79% to 21.71% compared to 2024 [1] - The projected net profit attributable to the parent company is expected to be between -210 million to -230 million yuan, indicating an increase in losses of 9.94% to 20.42% compared to the previous year [1] - The net profit attributable to the parent company, after deducting non-recurring gains and losses, is anticipated to be between -250 million to -270 million yuan [1] Group 2 - In 2024, the company reported a revenue of 510.9 million yuan [2] - The net profit attributable to the parent company for 2024 was -191.0046 million yuan [2] - The net profit attributable to the parent company, after deducting non-recurring gains and losses, was -231.1898 million yuan [3] Group 3 - The decline in net profit and net profit after deducting non-recurring gains and losses is primarily due to the impact of industry policies such as centralized procurement, leading to a decrease in domestic prices and demand, along with adjustments in tax policies affecting gross margin [4] - The company increased its investment in the joint venture ShunJing Pharmaceutical, which became a subsidiary, resulting in significant R&D expenses that negatively impacted net profit [4] - Increased R&D investments by joint ventures like YaoJing Gene and ZhiYuan Bio in innovative drug fields have also contributed to expanded investment losses, adversely affecting the company's net profit [4]

Key Points - China Metallurgical Group Corporation (China MCC) expects a decline of over 50% in net profit attributable to shareholders in 2025 due to losses in the real estate sector and increased asset impairment provisions [1] - JAC Motors anticipates a net loss of approximately 1.68 billion yuan in 2025, although this represents a reduction in losses compared to the previous year [2] - Northern Rare Earth forecasts a net profit increase of 116.67% to 134.60% in 2025, driven by improved sales and production efficiency in rare earth products [3] - Shenghong Technology projects a net profit increase of 260.35% to 295% in 2025, attributed to the growing demand for AI infrastructure and high-end products [4] - Lanke Technology expects a net profit increase of 52.29% to 66.46% in 2025, benefiting from strong demand in the AI industry [7] - Aiwai Electronics anticipates a net profit increase of 17.70% to 29.47% in 2025, focusing on high-value chip solutions [25] - Longxin General expects a net profit increase of 47.15% to 60.53% in 2025, driven by steady growth in its core motorcycle and general machinery businesses [28] - China One Heavy Industry predicts a net loss of 310 million to 460 million yuan in 2025, although this represents a significant reduction from the previous year's loss [35] - Kunda Technology expects a net loss of 1.2 billion to 1.5 billion yuan in 2025, impacted by industry supply-demand imbalances [34] - Daqing Energy anticipates a net loss of 1 billion to 1.3 billion yuan in 2025, although this reflects a narrowing of losses compared to the previous year [42]

Core Viewpoint - The company emphasizes its commitment to expanding its overseas market presence and promoting its products in the in vitro diagnostic field, with significant achievements in obtaining international medical device registrations and certifications [1] Group 1: International Market Expansion - As of the first half of 2025, the company has obtained 604 international medical device registrations/product filings, including 261 CE certifications in the EU [1] - The company's products are now available in dozens of countries and regions, including Europe, Southeast Asia, South Asia, the Middle East, Africa, and the Americas [1] - The company has established offices in Southeast Asia and subsidiaries in India and the United States to enhance its international market reach [1] Group 2: Product and Sales Strategy - The company plans to respond actively to domestic and international market demands by diversifying its product offerings [1] - It aims to participate in various promotional activities and strengthen collaborations with major overseas clients to expand its sales channels [1] - The company is focused on improving its international market development capabilities and enhancing its core competitiveness [1]

热景生物表示，报告期内，公司所处体外诊断行业受集采等行业政策影响，短期国内价格下降及需求减 少，叠加国家对本行业税收政策调整，对公司的综合毛利率和毛利产生较大影响；另一方面，公司按照 一贯的计提减值政策进行测算，对与此相关的试剂和设备等经营资产计提了资产减值损失。 （文章来源：北京商报） 北京商报讯1月16日晚间，热景生物（688068）发布2025年年度业绩预告显示，预计2025年度实现归属 净利润-2.1亿元至-2.3亿元。与上年同期相比，亏损增加9.94%至20.42%。 ...