北京佰仁医疗科技股份有限公司 证券代码：688198 证券简称：佰仁医疗 公告编号：2025-026 关于自愿披露卵圆孔未闭封堵器注册申请获得受理的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 近日，北京佰仁医疗科技股份有限公司（以下简称"公司"）研发的卵圆孔未 闭封堵器注册申请获国家药品监督管理局正式受理，受理信息如下： 申请事项：境内III类医疗器械注册申请 特此公告。 北京佰仁医疗科技股份有限公司董事会 受理号：CQZ2501513 卵圆孔是心脏房间隔胚胎时期遗留下来的一个生理性通道，大多数人出生后 样异常通道，即卵圆孔未闭（patent foramentovale，PFO）。PFO可能作为血栓、空 气、脂肪、血管活性物质从静脉系统进入动脉系统的通道，可导致不明原因脑卒中、 短暂性缺血发作、偏头痛、减压病、体位相关性低氧血症等症状，属于结构性心脏 病。 一般人群中PFO的发生率为 22%~38%，而在原因不明的缺血性脑梗死中患PFO 者高达32%~50%。对于明确不明原因脑卒中与PFO相关性的患者，通过封堵器 ...

受理号：CQZ2501513 证券代码：688198 证券简称：佰仁医疗 公告编号：2025-026 北京佰仁医疗科技股份有限公司 关于自愿披露卵圆孔未闭封堵器注册申请获得受理的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 近日，北京佰仁医疗科技股份有限公司（以下简称"公司"）研发的卵圆孔未 闭封堵器注册申请获国家药品监督管理局正式受理，受理信息如下： 申请事项：境内III类医疗器械注册申请 项目名称：卵圆孔未闭封堵器 卵圆孔是心脏房间隔胚胎时期遗留下来的一个生理性通道，大多数人出生后 5~7个月左右融合形成永久性房间隔，若未融合则卵圆窝中间遗留一个永久性的裂缝 样异常通道，即卵圆孔未闭（patent foramentovale，PFO）。PFO可能作为血栓、空 气、脂肪、血管活性物质从静脉系统进入动脉系统的通道，可导致不明原因脑卒中、 短暂性缺血发作、偏头痛、减压病、体位相关性低氧血症等症状，属于结构性心脏 病。 一般人群中PFO的发生率为 22%~38%，而在原因不明的缺血性脑梗死中患PFO 者高达32%~50 ...

格隆汇8月18日丨佰仁医疗(688198.SH)公布，公司研发的卵圆孔未闭封堵器注册申请获国家药品监督管 理局正式受理，作为结构性心脏病介入治疗器械，经导管封堵未闭卵圆孔可使这类患者获得根治。基于 既往十余年先天性心脏病封堵器产品研制与临床应用的积累，公司研发申报产品——卵圆孔未闭封堵 器。该产品是一种自膨胀性蘑菇伞状体内植入性封堵装置，由记忆金属——镍钛合金丝编织而成，内衬 以 PET 聚酯膜作内芯。镍钛合金丝在37℃能够保持定型形状，封堵器植入体内后靠其形态恢复弹力支 撑嵌顿于卵圆孔位置，从而关闭异常分流，实现对卵圆孔的封堵。经临床前研究与临床试验确认，该产 品安全有效性满足临床使用要求。 ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Baijun Medical, which has a current stock price of 122.3 yuan, a PE ratio of 98.80, and a total market capitalization of 16.847 billion yuan [1][2] - Baijun Medical's revenue for Q1 2025 reached 100 million yuan, representing a year-on-year increase of 31.30%, while net profit surged to 32.5043 million yuan, up 290.69% year-on-year, with a gross profit margin of 85.72% [1] - The company ranks 104th in the medical device industry based on PE ratio, which has an average of 56.58 and a median of 39.97 [1][2] Group 2 - As of March 31, 2025, Baijun Medical had 3,099 shareholders, an increase of 288 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The main business of Baijun Medical includes the research, production, sales, and service of medical devices, with key products such as biological patches for cardiac and thoracic surgery, artificial heart valves, and other surgical implant devices [1]

Group 1 - The core viewpoint of the articles highlights a positive trend in the medical device sector, with major stocks experiencing significant gains, indicating a recovery in the market [1] - The medical device index ETF (159898) showed a morning rebound with a rise of 1.03%, attracting over 15 million yuan in net subscriptions, reflecting investor confidence [2] - Future growth in the medical device industry is expected to be driven by technological advancements, AI diagnostics, and the expansion of consumer healthcare, transitioning to a higher development stage [2] Group 2 - Financial institutions like Caixin Securities maintain a "leading the market" rating for the medical device sector, anticipating high-quality development and long-term investment opportunities [2] - The impact of centralized procurement in high-cost areas is gradually diminishing, with some products benefiting from renewed contracts, suggesting a potential for volume and price increases in the coming years [2] - The medical device index ETF (159898) has seen a cumulative net value increase of 22.82% over the past year, outperforming its benchmark by 5.99%, ranking first among similar index ETFs [2][3]

8月14日，佰仁医疗今日收盘119.24元，下跌2.09%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到96.33倍，总市值164.25亿元。 从行业市盈率排名来看，公司所处的医疗器械行业市盈率平均55.76倍，行业中值39.14倍，佰仁医疗排 名第104位。 最新一期业绩显示，2025年一季报，公司实现营业收入1.00亿元，同比31.30%；净利润3250.43万元， 同比290.69%，销售毛利率85.72%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13佰仁医疗96.33112.2512.76164.25亿行业平均 55.7651.784.91117.92亿行业中值39.1439.592.8556.79亿1九安医疗11.1811.310.88188.72亿2英科医疗 14.7815.931.32233.49亿3山东药玻16.1716.211.86152.90亿4新华医疗16.3115.111.33104.53亿5振德医疗 17.0416.061.0861.87亿6奥美医疗17.0716.731.7561.68亿7九强生物17.6516.412.1687.42亿8康德莱 18 ...

Core Viewpoint - The article provides a comprehensive overview of the Chinese biomedical materials industry, highlighting key listed companies, their business segments, revenue projections, and strategic planning for future growth. Group 1: Overview of Listed Companies - The A-share listed companies in the biomedical materials sector include Guocera Materials, Weigao Orthopedics, Haohai Biological Technology, Lepu Medical, Lanfang Medical, and Xinmai Medical [1] - The industry is characterized by a diverse range of companies focusing on various segments such as biocomposite materials, biopolymers, and biometals [2][3] Group 2: Revenue Projections - For 2024, key revenue figures for selected companies include: - Guocera Materials: 40.47 billion CNY from dental ceramics and biomedical materials [4] - Weigao Orthopedics: 14.51 billion CNY from orthopedic implants [10] - Lepu Medical: 61.03 billion CNY from cardiovascular materials [5] - The overall revenue for the biomedical materials sector is projected to grow, driven by increasing demand for advanced medical solutions [11] Group 3: Business Layout and Performance - Companies like Aojing Medical, Weigao Orthopedics, and Dabo Medical derive nearly 100% of their revenue from biomedical materials, indicating a focused business strategy [9] - The production and sales rates for biomedical materials are generally below 100%, with companies like Aojing Medical and Weigao Orthopedics showing lower production efficiency [11] Group 4: Strategic Planning and Innovation - Leading companies are focusing on technological innovation, market expansion, and integration of the supply chain to maintain competitive advantages [13] - Companies such as Guocera Materials and Weigao Orthopedics are investing in R&D and international market penetration to enhance their product offerings and market share [14][15]

Core Insights - The report highlights a selection of stocks for August, including companies such as SF Holding (顺丰控股) and Heng Rui Pharmaceutical (恒瑞医药) as key investment opportunities [1] - The macroeconomic analysis indicates that low inflation in China is primarily influenced by domestic demand, overseas input factors, and "involution competition," which affects industrial profitability and household income expectations [2][5] Market Indices - The Shanghai Composite Index closed at 3583.31, reflecting a 0.66% increase, while the Shenzhen Component Index rose by 0.46% to 11041.56 [3] - The CSI 300 Index increased by 0.39% to 4070.70, indicating a positive trend in the broader market [3] Industry Performance - The defense and military industry showed a strong performance with a 3.06% increase, while retail and oil sectors experienced declines of 0.46% and 0.36%, respectively [4] - The machinery and equipment sector also performed well with a 1.93% increase, indicating a positive outlook for these industries [4] Macroeconomic Analysis - In the first half of 2025, China's total retail sales of consumer goods grew by 5.0% year-on-year, maintaining the same growth rate as the previous months [5] - The report notes a significant correlation between the price trends of production materials and consumer prices, suggesting that weak production material prices are a key factor in the current lack of consumer price growth [5][6] Fixed Income Insights - The report discusses the potential for the Federal Reserve to adopt a more open stance on interest rate cuts due to lower-than-expected non-farm employment data and a slowdown in nominal consumption growth [8][10] - The analysis indicates that the U.S. economy is experiencing a cooling effect from restrictive policies, which may lead to an earlier-than-expected interest rate cut by the Federal Reserve [9][10]

北京佰仁医疗科技股份有限公司的主营业务是医疗器械的研发、生产、销售及服务。公司的主要产品是 心外科生物补片、胸外科生物补片、神经外科生物补片、人工生物心脏瓣膜、经导管主动脉瓣系统、瓣 膜成形环、肺动脉带瓣管道、涤纶补片及其他外科植入医疗器械产品等。 最新一期业绩显示，2025年一季报，公司实现营业收入1.00亿元，同比31.30%；净利润3250.43万元， 同比290.69%，销售毛利率85.72%。 8月4日，佰仁医疗今日收盘115.99元，上涨6.11%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到93.70倍，创69天以来新低，总市值159.77亿元。 从行业市盈率排名来看，公司所处的医疗器械行业市盈率平均54.32倍，行业中值38.11倍，佰仁医疗排 名第104位。 截至2025年一季报，共有12家机构持仓佰仁医疗，其中基金12家，合计持股数219.70万股，持股市值 2.26亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13佰仁医疗93.70109.1912.41159.77亿行业平均 54.3250.504.72116.17亿行业中值38.1137.682.705 ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Baijun Medical, which closed at 109.31 yuan with a 3.73% increase, resulting in a rolling PE ratio of 88.30 times and a total market value of 15.057 billion yuan [1] - The average PE ratio for the medical device industry is 53.65 times, with a median of 37.22 times, positioning Baijun Medical at the 104th rank within the industry [1][2] - As of the first quarter of 2025, 12 institutions hold shares in Baijun Medical, with a total of 2.26 million yuan in market value [1] Group 2 - Baijun Medical specializes in the research, production, sales, and service of medical devices, with key products including various types of biological patches and heart valve systems [1] - The latest financial results for the first quarter of 2025 show Baijun Medical achieved an operating income of 100 million yuan, a year-on-year increase of 31.30%, and a net profit of 32.5043 million yuan, reflecting a significant year-on-year growth of 290.69% [1] - The sales gross margin for Baijun Medical stands at 85.72% [1]