截至2024年三季报，共有51家机构持仓成都先导，其中基金51家，合计持股数513.56万股，持股市值 0.63亿元。 4月1日，成都先导今日收盘16.83元，上涨8.65%，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132.39倍，创19天以来新低，总市值67.43亿元。 从行业市盈率排名来看，公司所处的医疗服务行业市盈率平均52.86倍，行业中值49.90倍，成都先导排 名第39位。 序号股票简称PE(TTM)PE(静)市净率总市值(元)39成都先导132.39132.394.8967.43亿行业平均 52.8647.733.76166.77亿行业中值49.9041.242.8051.60亿1普瑞眼科-185.3323.162.8062.06亿2何氏眼 科-165.9550.881.6732.33亿3迪安诊断-106.4132.041.4098.50亿4光正眼科-95.73227.447.7121.05亿5创新医 疗-92.46-129.222.4044.30亿6南华生物-89.74-118.0813.3833.27亿7国际医学-35.28-34.303.46126.36亿8嘉和 美康- ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688222 证券简称：成都先导 公告编号：2025-004 成都先导药物开发股份有限公司 关于筹划重大资产重组暨签署 《股权收购意向书》的提示性公告 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。 重要内容提示： 1、成都先导药物开发股份有限公司（以下简称"成都先导"或"公司"）正在筹划以现金方式受让股权的 方式合计取得南京海纳医药科技股份有限公司（以下简称"标的公司"）约65%的股权（以下简称"本次 交易"）。本次交易完成后，成都先导将成为标的公司的控股股东。 2、本次交易尚处于筹划阶段，交易相关事项尚需进一步论证协商，公司尚未就该事项的具体方案、最 终股权比例、交易价格等与交易对方达成一致意见，本次交易各方最终能否就本次交易达成一致意见并 签署相关协议存在重大不确定性。 3、本次签署的《关于南京海纳医药科技股份有限公司非约束性股权收购意向书》（以下简称《股权收 购意向书》）仅为意向性协议，具体的交易方式及交易条款以各方签署的正式收购协议为准。 4、本次交易不 ...

又有一家上市药企拟并购IPO撤单企业。3月31日晚间，成都先导（688222）发布公告称，公司正在筹划受让南京海纳医药科技股份有限 公司（以下简称"海纳医药"）约65%的股权。值得一提的是，海纳医药曾申报创业板IPO，不过于2024年6月撤单。拟筹划重组的成都先 导，近期遭多股东"组团"拟减持。虽然成都先导2024年业绩实现同比增长，不过仍未回到上市之初的盈利水平，股价也早已出现破发。 拟收购海纳医药65%股权 公告显示，3月31日，成都先导与海纳医药及其控股股东、实际控制人邹巧根签署了《股权收购意向书》，公司拟以现金方式通过股权转 让取得海纳医药约65%的股权，最终股权比例、交易价格将由各方另行协商并签署正式收购协议确定。本次交易完成后，公司将成为标的 公司的控股股东。经初步测算，本次交易预计构成《上市公司重大资产重组管理办法》规定的重大资产重组情形。 资料显示，海纳医药是一家主要从事仿制药、改良型新药研发的一体化全流程医药研发企业，形成了"CXO+MAH"的业务模式。公司主 要业务可分为医药研发服务、自持品种销售两大类。根据研发项目立项来源不同，医药研发服务分为受托研发服务、自主研发成果转 化。 海纳医药 ...

Group 1 - Chengdu Xian Dao Pharmaceutical Development Co., Ltd. is planning a major asset restructuring to acquire approximately 65% of the shares of Nanjing Haina Pharmaceutical Technology Co., Ltd. in cash, which will make Chengdu Xian Dao the controlling shareholder of Haina Pharmaceutical [1] - Haina Pharmaceutical, established in 2001 with a registered capital of approximately 95.22 million, has developed into a comprehensive pharmaceutical R&D group covering new drug discovery, pharmaceutical research, process development, clinical research, and drug production [1] - Chengdu Xian Dao focuses on the discovery and optimization of small molecules and nucleic acid new drugs, leveraging four core technology platforms to create an internationally leading R&D system [2] Group 2 - The acquisition is viewed as a strategic move to extend Chengdu Xian Dao's operations downstream, enhancing its capabilities in the drug development process [2] - If the transaction is completed, it is expected to lead to effective resource integration and synergy, promoting rapid business development for Chengdu Xian Dao [2] - Chengdu Xian Dao reported a total revenue of approximately 427 million for 2024, a year-on-year increase of 14.99%, and a net profit of approximately 50.94 million, up 25.09% year-on-year [2]

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。 重要内容提示： 1、成都先导药物开发股份有限公司（以下简称"成都先导"或"公司"）正 在筹划以现金方式受让股权的方式合计取得南京海纳医药科技股份有限公司（以 下简称"标的公司"）约 65%的股权（以下简称"本次交易"）。本次交易完成后， 成都先导将成为标的公司的控股股东。 证券代码：688222 证券简称：成都先导 公告编号：2025-004 成都先导药物开发股份有限公司 关于筹划重大资产重组暨签署《股权收购意向书》 的提示性公告 2、本次交易尚处于筹划阶段，交易相关事项尚需进一步论证协商，公司尚 未就该事项的具体方案、最终股权比例、交易价格等与交易对方达成一致意见， 本次交易各方最终能否就本次交易达成一致意见并签署相关协议存在重大不确 定性。 定，公司股票不停牌。公司将根据该事项的进展情况，分阶段及时履行信息披露 义务，敬请广大投资者注意投资风险。 6、公司预计将于 6 个月内披露本次交易相关的预案或正式方案。 一、交易概述 2025 年 3 月 31 日，成都先导与标的公 ...

Investment Rating - The report assigns an investment rating of "Recommended" for the pharmaceutical and biotechnology industry [3][33]. Core Insights - The "AI + Healthcare/Pharmaceutical" theme continues to gain traction, with short-term momentum expected to persist. The report highlights significant stock performance in the sector, with the pharmaceutical and biotechnology sector (SW) rising by 2.71%, outperforming the CSI 300 index, and all sub-sectors showing positive growth, particularly in medical services [3][4]. - In the U.S., Tempus AI, a representative company in medical AI, saw a weekly increase of approximately 30% and over 160% year-to-date, driving the momentum of the medical AI concept. In China, companies like KingMed Diagnostics and Dian Diagnostics announced collaborations with DeepSeek, indicating a shift towards the commercialization of AI applications in healthcare [4][3]. - The report emphasizes investment opportunities in sub-sectors such as "AI + Medical Imaging," "AI + Diagnostic Services," and "AI + Drug Development," recommending key companies including United Imaging, Mindray, BGI Genomics, and WuXi AppTec [3][4]. Industry Performance Tracking - The pharmaceutical and biotechnology sector (SW) rose by 2.71% in the week of February 10-14, ranking 5th among 31 Shenwan primary industries. The CSI 300 index increased by 1.19% during the same period [5][6]. - All sub-sectors experienced growth, with medical services leading at +6.51%, followed by medical devices at +4.81%, and pharmaceutical commerce at +4.18% [5][6]. - Notable individual stock performances included Dian Diagnostics (+46.29%), Mian Health (+31.58%), and United Imaging (+27.33%) [6]. Industry Dynamics and Key Company Tracking - The National Healthcare Security Administration released a list of key tasks for 2025, focusing on efficient medical insurance processes and direct settlements for collected drugs and consumables [7]. - The retail terminal drug sales scale in China is projected to reach 574 billion yuan in 2024, with a growth rate of 3.7%, indicating a slowdown in growth due to demographic and economic factors [8]. - The report also notes significant collaborations, such as Baiyang Pharmaceutical's agreement with Roche for the exclusive marketing rights of a targeted cancer drug in mainland China [9][11]. Industry Data Tracking - The report tracks various industry metrics, including the basic medical insurance fund income, which reached 28,507.29 billion yuan in 2024, showing a year-on-year growth of 5% [15][16]. - The domestic pharmaceutical manufacturing industry achieved a total revenue of 25,298.50 billion yuan in 2024, with profit totals declining by 1.1% year-on-year [17].

Investment Rating - The report assigns an investment rating of "Recommended" for the pharmaceutical and biotechnology industry [3][33]. Core Insights - The "AI + Healthcare/Pharmaceutical" theme continues to gain traction, with short-term momentum expected to persist. The domestic and international markets are witnessing significant developments in AI applications within healthcare, particularly with companies like Tempus AI showing substantial stock price increases [3][4]. - The report highlights investment opportunities in specific segments such as "AI + Medical Imaging," "AI + Diagnostic Services," and "AI + Drug Development," recommending key companies including United Imaging, Mindray, BGI, and WuXi AppTec [3][4]. Industry Performance Tracking - The pharmaceutical and biotechnology sector (SW) rose by 2.71% last week, outperforming the CSI 300 index, which increased by 1.19%. All sub-sectors within the industry experienced growth, with medical services leading at +6.51% [5][6]. - Notable individual stock performances included Dean Diagnostics (+46.29%) and Meinian Health (+31.58%), while stocks like Betta Pharmaceuticals saw declines of -11.36% [6]. Industry Dynamics and Key Company Tracking - The National Healthcare Security Administration released a list of key tasks for 2025, focusing on efficient medical insurance processes and direct settlements for collected drugs and consumables [7]. - Recent collaborations include Baiyang Pharmaceutical signing a commercialization agreement with Roche for the drug Rituximab, and Sanofi Biologics partnering with Baili Tianheng to explore new treatment potentials in oncology [11][12]. Industry Data Tracking - The retail terminal drug sales in China are projected to reach CNY 574 billion in 2024, with a growth rate of 3.7%, indicating a slowdown compared to previous years [8]. - The medical insurance fund's income for 2024 is reported at CNY 28,507.29 billion, reflecting a year-on-year growth of 5.00% [15][16]. - The domestic pharmaceutical manufacturing industry achieved a total revenue of CNY 25,298.50 billion in 2024, remaining stable compared to the previous year [17].

中国经济网北京3月3日讯 成都先导(688222.SH)昨日发布关于股东减持股份计划公告。 根据公告，因自身财务需求及安排，成都先导股东安吉东方佳钰企业管理合伙企业（有限合伙）（以下 简称"东方佳钰"）拟通过集中竞价交易或大宗交易的方式减持其所持有的成都先导股份不超过4,817,500 股，拟减持股份占成都先导总股本的比例约为1.20%；成都先导股东深圳市钧天投资企业（有限合伙） （以下简称"深圳钧天"）拟通过集中竞价交易或大宗交易的方式减持其所持有的成都先导股份合计不超 过2,175,352股，拟减持股份占成都先导总股本的比例约为0.54%；成都先导股东拉萨经济技术开发区华 博医疗器械有限公司（以下简称"华博器械"）拟通过集中竞价交易的方式减持其所持有的成都先导股份 不超过2,000,000股，拟减持股份占成都先导总股本的比例约为0.50%。 截至公告披露日，东方佳钰持有成都先导股份24,851,371股，占成都先导总股本的6.20%；深圳钧天持 有公司股份14,102,516股，占成都先导总股本的3.52%；华博器械持有成都先导股份46,770,579股，占成 都先导总股本的11.67%。 上述股份均为成 ...

证券代码：688222 证券简称：成都先导 公告编号：2025-003 成都先导药物开发股份有限公司 关于股东减持股份计划公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 截至本公告披露日，公司股东东方佳钰持有公司股份 24,851,371 股，占公司 总股本的 6.20%；公司股东深圳钧天持有公司股份 14,102,516 股，占公司总股本 的 3.52%；公司股东华博器械持有公司股份 46,770,579 股，占公司总股本的 11.67%。 上述股份均为公司 IPO 前取得股份，该部分股份于 2021 年 4 月 16 日起解 禁上市流通。 减持计划的主要内容 1 上述减持主体存在一致行动人： | | 股东名称 | 持股数量 | 持股比例 | | 一致行动关系形成原因 | | --- | --- | --- | --- | --- | --- | | | | （股） | | | | | 第一组 | 深圳市钧天投资企业 | 14,102,516 | | 3.52% | 深圳市钧天投资企业（ ...

Financial Performance - The company achieved total operating revenue of RMB 426.99 million, a year-on-year increase of 14.99%[3] - Operating profit reached RMB 63.35 million, representing a significant year-on-year growth of 99.33%[8] - The total profit amounted to RMB 61.99 million, up 74.92% compared to the previous year[9] - Net profit attributable to the parent company was RMB 50.94 million, reflecting a year-on-year increase of 25.09%[5] - The net profit attributable to the parent company after deducting non-recurring gains and losses was RMB 55.37 million, a remarkable increase of 1,504.05%[9] - Basic earnings per share increased to RMB 0.13, up 27.13% from RMB 0.10 in the previous year[3] Assets and Equity - Total assets at the end of the reporting period were RMB 1,761.27 million, a year-on-year increase of 1.83%[5] - Shareholders' equity attributable to the parent company was RMB 1,392.74 million, up 2.55% from the beginning of the period[5] Research and Development - The company focused on commercial projects and successfully advanced its self-developed pipeline HG146 to clinical phase II during the reporting period[6] - The company implemented a DMTA molecular optimization capability platform combining DEL and AI, which is expected to enhance drug discovery efficiency[7]