Investment Rating - The report maintains an "Overweight" rating for the in vitro diagnostics (IVD) industry [7]. Core Views - The recent policy from the National Healthcare Security Administration aims to transform the role of healthcare insurance from a payer to an innovator, significantly impacting the IVD industry by promoting solutions that integrate "testing + AI + services" [5][51]. - The domestic IVD industry is currently in a bottoming phase, with a strong focus on the growth potential of immunodiagnostics, particularly in chemiluminescence and molecular diagnostics such as PCR [5][51]. - The report highlights that the biochemical diagnostics sector in China has largely completed its localization process, reducing reliance on foreign technologies [5]. Summary by Sections Industry Performance - The pharmaceutical and biological sector rose by 0.14%, ranking 15th among 31 primary industries, while the IVD sector fell by 1.28% [2][10]. - The IVD sector's current PE (ttm) is 39.37X, with a PB (lf) of 1.80X, showing a slight decrease from the previous week [4][31]. Company Performance - Notable performers in the medical services sector include SAIKOSHI (+14.5%), Ruiang Gene (+3.1%), and Rendu Bio (+2.6%), while underperformers include Cap Bio (-6.8%) and Hotgen Bio (-6.4%) [3][26]. - The report suggests focusing on companies like YHLO Biotech and Shengxiang Bio in the immunodiagnostics and molecular diagnostics fields due to their growth potential [5][51]. Market Trends - The report indicates that the IVD industry is experiencing a shift towards integrating new technologies and payment methods, driven by recent policy changes [5][51]. - The overall IVD market is expected to continue its steady growth, with significant opportunities arising from the integration of AI and innovative products [5][51].

2月6日，赛科希德涨5.1%，截至发稿，报34.59元/股，成交1.50亿元，换手率4.27%，总市值36.71亿 元。赛科希德股价已经连续3天上涨，区间累计涨幅15.55%。 资料显示，北京赛科希德科技股份有限公司位于北京市大兴区百利街19号院，成立日期2003年5月28 日，上市日期2020年8月6日，公司主营业务涉及主要从事血栓与止血体外诊断领域的检测仪器、试剂及 耗材的研发、生产和销售。主营业务收入构成为：试剂53.71%，仪器25.40%，耗材20.58%，其他(补 充)0.31%。 前海开源事件驱动混合A（000423）基金经理为王达。 截至发稿，王达累计任职时间2年335天，现任基金资产总规模7278.43万元，任职期间最佳基金回报 27.88%， 任职期间最差基金回报27.56%。 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，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，前海开源基金旗下1只基金重仓赛科希德 ...

Market Overview - The medical device sector increased by 0.9% on February 4, with SAIKOSHI leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Top Performers - SAIKOSHI (688338) closed at 32.11, up 10.15% with a trading volume of 63,600 shares and a transaction value of 197 million [1] - SHUOSHI BIO (6638889) closed at 71.46, up 5.69% with a trading volume of 15,900 shares and a transaction value of 113 million [1] - BAOLAIT (300246) closed at 13.51, up 2.74% with a trading volume of 166,100 shares and a transaction value of 224 million [1] Underperformers - KANGZHONG MEDICAL (688607) closed at 57.80, down 4.26% with a trading volume of 46,300 shares [2] - SINO MEDICAL (688108) closed at 22.70, down 3.77% with a trading volume of 170,600 shares and a transaction value of 387 million [2] - SANYOU MEDICAL (688085) closed at 21.05, down 3.08% with a trading volume of 39,800 shares and a transaction value of 84 million [2] Capital Flow - The medical device sector experienced a net outflow of 132 million from institutional investors, while retail investors saw a net outflow of 191 million [2] - Speculative funds had a net inflow of 323 million into the sector [2] Individual Stock Capital Flow - MAIRUI MEDICAL (300760) had a net inflow of 86.91 million from institutional investors, while retail investors had a net outflow of 169 million [3] - LIANSHENG MEDICAL (688271) saw a net inflow of 44.32 million from institutional investors, with a net outflow of 76.86 million from retail investors [3] - HUAKANG CLEAN (301235) had a net inflow of 31.25 million from institutional investors, while retail investors experienced a net outflow of 52.92 million [3]

公司公告汇总 北京赛科希德科技股份有限公司发布2025年度业绩快报，营业总收入为263,667,956.92元，同比下降 13.80%；归属于母公司所有者的净利润为87,143,189.53元，同比下降22.88%。扣除非经常性损益后的净 利润同比下降26.31%。总资产为1,765,953,055.92元，较期初增长0.99%；归属于母公司的所有者权益增 长2.50%。业绩下滑主要受体外诊断行业医保控费政策影响，市场需求减少，试剂收入下降导致利润降 幅大于收入降幅。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自业绩披露要点：赛科希德2025年归属净利润同比下降22.88%。 来自公司公告汇总：营业总收入为263,667,956.92元，同比下降13.80%。 来自业绩披露要点：业绩下滑主因医保控费致试剂收入下降。 来自公司公告汇总：扣非后净利润同比下降26.31%，资产总额较期初增0.99%。 截至2026年1月30日收盘，赛科希德（688338）报收于29.04元，较上周的28.99元上涨0.17%。本周，赛 科希德1月 ...

（文章来源：证券日报） 证券日报网讯 1月28日，赛科希德发布公告称，公司2025年实现营业收入263，667，956.92元，同比下 降13.80%；归属于母公司所有者的净利润87，143，189.53元，同比下降22.88%。 ...

报告期内，公司所处的体外诊断行业受到医保控费等行业政策影响，国内市场需求减少、价格承压。受 以上因素影响，公司营业收入出现了小幅下滑;主营业务收入尤其试剂收入的下降，导致净利润降幅略 大于营业收入降幅。 智通财经APP讯，赛科希德(688338.SH)发布2025年度业绩快报，报告期内，公司实现营业收入2.64亿 元，同比下降13.80%;实现归属于母公司所有者的净利润8714.3万元，同比下降22.88%。 ...

报告期内，公司所处的体外诊断行业受到医保控费等行业政策影响，国内市场需求减少、价格承压。受 以上因素影响，公司营业收入出现了小幅下滑；主营业务收入尤其试剂收入的下降，导致净利润降幅略 大于营业收入降幅。 格隆汇1月28日丨赛科希德(688338.SH)公布2025年度业绩快报，报告期内，公司实现营业收入2.64亿 元，同比下降13.80%；实现归属于母公司所有者的净利润8714.32万元，同比下降22.88%；实现归属于 母公司所有者的扣除非经常性损益的净利润8141.81万元，同比下降26.31%。 ...

报告期内，公司所处的体外诊断行业受到医保控费等行业政策影响，国内市场需求减少、价格承压。受 以上因素影响，公司营业收入出现了小幅下滑；主营业务收入尤其试剂收入的下降，导致净利润降幅略 大于营业收入降幅。 格隆汇1月28日丨赛科希德(688338.SH)公布2025年度业绩快报，报告期内，公司实现营业收入2.64亿 元，同比下降13.80%；实现归属于母公司所有者的净利润8714.32万元，同比下降22.88%；实现归属于 母公司所有者的扣除非经常性损益的净利润8141.81万元，同比下降26.31%。 ...

| | | | 单位：人民币元 | | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期 | 增减变动幅 | | | | | 度（％） | | 营业总收入 | 263,667,956.92 | 305,870,242.02 | -13.80 | | 营业利润 | 103,182,223.44 | 129,959,557.54 | -20.60 | | 利润总额 | 102,760,877.72 | 129,801,510.50 | -20.83 | | 归属于母公司所有者的净利 润 | 87,143,189.53 | 112,999,583.01 | -22.88 | | 归属于母公司所有者的扣除 | 81,418,076.22 | 110,486,685.01 | -26.31 | | 非经常性损益的净利润 | | | | | 基本每股收益（元） | 0.84 | 1.07 | -21.50 | | 加权平均净资产收益率 | 5.24% | 6.91% | 减少 1.67 个 | | | | | 百分点 | | | 本报告期末 | 本报告期初 | 增减变动幅 | | | ...

据赛科希德公告，2025年度公司实现营业收入263,667,956.92元，同比下降13.80%；实现归属于母公司 所有者的净利润87,143,189.53元，同比下降22.88%；实现归属于母公司所有者的扣除非经常性损益的净 利润81,418,076.22元，同比下降26.31% ...