股东方面，截至2025年3月31日，安必平股东户数10309户，较上次增加4393户，户均持股市值35.28万 元，户均持股数量2.76万股。 8月8日，安必平今日收盘31.05元，下跌6.87%，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1298.45倍，总市值29.05亿元。 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55.70倍，行业中值39.08倍，安必平排名 第122位。 最新一期业绩显示，2025年一季报，公司实现营业收入7254.35万元，同比-28.51%；净利 润-11064498.81元，同比-238.49%，销售毛利率61.97%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13安必平1298.45136.452.3329.05亿行业平均 55.7051.864.84117.31亿行业中值39.0838.492.8857.46亿1九安医疗11.1411.270.88188.05亿2英科医疗 15.5716.791.39246.03亿3山东药玻16.0616.111.85151.90亿4振德医疗16.3115.371.0459.21亿5新华医疗 1 ...

证券代码：688393 证券简称：安必平 公告编号：2025-032 广州安必平医药科技股份有限公司 广州安必平医药科技股份有限公司(以下简称"公司")5个产品近期获得欧盟CE认证，获证产品可在欧盟 及欧洲经济区（EEA）市场进行销售，并有助于进入其他认可或参考欧盟标准的国际市场，现将具体情 况公告如下： 一、获得资质的具体情况 ■■ 二、对公司的影响 公司上述产品获得欧盟CE IVDR的认证后，可在欧盟及欧洲经济区（EEA）市场进行销售，并有助于进 入其他认可或参考欧盟标准的国际市场，相关产品的海外应用场景进一步拓宽。公司已陆续获得日本、 欧盟、乌克兰、厄瓜多尔、越南等多个国家和地区的市场准入资质，后续将加快扩大海外准入的版图， 以实现更为广阔的国际化布局。 三、风险提示 上述产品的实际销售情况取决于市场的推广效果、品牌综合影响力及市场实际需求等因素，具有较大的 不确定性。敬请广大投资者谨慎投资，注意投资风险。 特此公告。 关于自愿披露公司产品获得欧盟CE认证的公告 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。 202 ...

一、获得资质的具体情况 二、对公司的影响 证券代码：688393 证券简称：安必平 公告编号：2025-032 广州安必平医药科技股份有限公司 关于自愿披露公司产品获得欧盟 CE 认证的公告 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。 广州安必平医药科技股份有限公司(以下简称"公司")5 个产品近期获得 欧盟 CE 认证，获证产品可在欧盟及欧洲经济区（EEA）市场进行销售，并有助 于进入其他认可或参考欧盟标准的国际市场，现将具体情况公告如下： | 序号 | 产品名称 | 证书编号 | 证书有效期 | 技术平台 | | --- | --- | --- | --- | --- | | 1 | 制片染色一体机 LBP NovaPrime SD 90 Slide Processor | CIBG-20252263 | 2025.7-长期 | LBP | | 2 | 全自动封片机 LBP Auto-Coverslipper | CIBG-20252263 | 2025.7-长期 | 常规病理 | | 3 | 耗材伴侣 LBP-4 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Anbiping, a company in the medical device industry, which is currently facing significant challenges reflected in its high PE ratio and declining revenues [1][2] - Anbiping's closing stock price is 31.75 yuan, with a PE ratio of 1327.72, significantly higher than the industry average of 54.56 and the median of 37.54 [1][2] - The company's total market capitalization is 2.971 billion yuan, ranking it 122nd in the industry based on PE ratio [1][2] Group 2 - As of March 31, 2025, Anbiping has 10,309 shareholders, an increase of 4,393 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - Anbiping's main business includes tumor screening and diagnostic reagents, automation equipment, and auxiliary diagnostic AI software [1] - In the latest quarterly report for Q1 2025, the company reported revenue of 72.54 million yuan, a year-on-year decrease of 28.51%, and a net loss of approximately 11.06 million yuan, a year-on-year decline of 238.49%, with a gross profit margin of 61.97% [1]

Summary of Conference Call for Anbiping Company Overview - **Company**: Anbiping - **Industry**: Medical diagnostics, specifically focusing on HPV screening, immunohistochemistry, and AI applications in pathology Key Points and Arguments Market Strategy and Performance - Anbiping's shift from direct sales to distribution has impacted factory prices, but sales volume increased in Q2 2025, with expectations of recovery in the second half of the year as the impact of centralized procurement (集采) ends in August [2][3] - The company has received 13 CE certifications for immunohistochemistry and liquid-based cytology, which are crucial for its international expansion strategy [2][5] - The HPV screening market penetration is high, with a growth rate of approximately 7% in Q1 2025, driven by national initiatives to eliminate cervical cancer by 2030 [2][6] Competitive Landscape - Major player Capbio holds over 30% market share, and the market share distribution remains stable post-centralized procurement, limiting new entrants due to price pressures [2][7] - Anbiping's AI cervical cytology product has been commercialized, with 296 scanners sold, capturing about 15% market share [2][8] Financial Performance - In Q1 2025, Anbiping's revenue declined by 28% due to a drop in factory prices from 45 RMB to 13 RMB as a result of centralized procurement [3] - The company anticipates a net profit margin of over 15% in the future, despite current challenges [4][27] Research and Development - Anbiping plans to invest 70 million RMB in R&D in 2025, focusing on immunohistochemistry and AI technologies [4][14] - The company aims to enhance its AI product quality and explore new business models, as current regulations prevent separate charging for AI services [9][16] Future Outlook - The immunohistochemistry market is growing at an annual rate of about 20%, with Anbiping targeting 1 billion RMB in revenue from this segment [2][10] - The company is prioritizing the promotion of its AI cervical cytology product due to its higher revenue potential compared to HPV testing [21] - Anbiping's overseas sales are expected to double in 2025, with a focus on Southeast Asia and Europe, avoiding highly competitive markets like the U.S. [22][23] Regulatory and Market Challenges - The company faces challenges from centralized procurement and channel adjustments but sees opportunities from competitors exiting the Chinese market [25][29] - The pathology industry is expected to grow, with potential price increases for diagnostic services due to policy support [20] Conclusion - Anbiping is navigating a challenging environment with strategic adjustments in sales, a focus on R&D, and leveraging market opportunities from competitor exits. The company is positioned for potential growth in the coming years, particularly in the AI and immunohistochemistry sectors [28][29]

Company Overview - Anbiping's closing price on July 11 was 29.62 yuan, up 3.82%, with a rolling PE ratio of 1238.65, marking a new low in 22 days, and a total market capitalization of 2.771 billion yuan [1] - The company operates in the medical device industry, focusing on tumor screening and diagnostic reagents, automation equipment, and auxiliary diagnostic AI software [1] Financial Performance - For Q1 2025, Anbiping reported revenue of 72.5435 million yuan, a year-on-year decrease of 28.51%, and a net loss of approximately 11.0645 million yuan, a year-on-year decline of 238.49%, with a gross profit margin of 61.97% [1] Industry Comparison - The average PE ratio for the medical device industry is 52.06, with a median of 37.22, placing Anbiping at the 122nd position in the industry ranking [1] - Other companies in the industry have significantly lower PE ratios, with the highest being 18.97 for Sanxin Medical [2]

Group 1: Company Performance - Northern Rare Earth expects a net profit of 900 million to 960 million yuan for the first half of 2025, representing a year-on-year increase of 1882.54% to 2014.71% [1] - Muyuan Foods anticipates a net profit of 10.5 billion to 11 billion yuan for the first half of 2025, reflecting a year-on-year growth of 924.6% to 973.39% [2] - Hongta Securities projects a net profit of 651 million to 696 million yuan for the first half of 2025, indicating a year-on-year increase of 45% to 55% [3] Group 2: Business Developments - Dazhihui clarifies that it has not engaged in businesses related to "stablecoins," "virtual asset trading," or "cross-border payments," following a significant stock price fluctuation [4] - Bluetech announces a share transfer agreement where its actual controller will change, with the Ma'anshan Municipal Government becoming the actual controller after the transfer of 18% of shares [5] Group 3: Industry Trends - Jiangsu Electric Power reports a 5.01% year-on-year increase in electricity generation for the first half of 2025 [6] - Jin'an Guoji anticipates a non-recurring net profit growth of 4700% to 6300% for the first half of 2025 [6] - New Beiyang expects a non-recurring net profit growth of 650% to 720% for the first half of 2025 [6]

广州安必平医药科技股份有限公司 关于自愿披露人乳头瘤病毒核酸检测试剂盒（实时荧 光 PCR 法）取得医疗器械注册证的公告 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。 广州安必平医药科技股份有限公司(以下简称"公司")近日收到由国家药品 监督管理局颁发的《医疗器械注册证（体外诊断试剂）》，相关信息如下： | 序号 | 产品名称 | 注册证编号 | 注册证有 效期 | 注册 分类 | 适用范围 该产品用于体外定性检 测女性宫颈样本（宫颈 | | --- | --- | --- | --- | --- | --- | | 1 | 人乳头瘤病毒核酸检 测试剂盒（实时荧光 | 国械注准 | 2025.07 至 | Ⅲ | 脱落细胞）中的 18 种中 高危型人乳头瘤病毒 （HPV）DNA，包括：16、 18、26、31、33、35、 | | | PCR 法） | 20253401310 | 2030.07 | | 39、45、51、52、53、 | | | | | | | 56、58、59、66、68、 | | | | | | | ...

Core Viewpoint - Anbiping has received the Medical Device Registration Certificate for its HPV nucleic acid detection kit, which enhances its product offerings in the cervical cancer detection market [1] Group 1: Product Development - The HPV nucleic acid detection kit utilizes real-time fluorescence PCR method for qualitative detection of 18 high-risk HPV DNA types in cervical samples [1] - The product also includes subtype detection for HPV16 and HPV18, which are significant in cervical cancer diagnosis [1] Group 2: Market Expansion - The new product complements the existing HPV detection products of the company, thereby broadening its market presence in cervical cancer screening [1] - The acquisition of the registration certificate supports the company's strategic layout in the tumor screening and diagnosis sector [1]

Group 1 - The core viewpoint of the article highlights the financial performance and market position of Anbiping, a company in the medical device industry, which has a significantly high PE ratio compared to its peers [1][2] - As of July 8, Anbiping's closing price was 29.01 yuan, with a PE ratio of 1213.14, and a total market capitalization of 2.714 billion yuan [1] - The average PE ratio for the medical device industry is 51.58, with a median of 37.46, placing Anbiping at the 122nd position among its industry peers [1][2] Group 2 - Anbiping's main business includes tumor screening and diagnostic reagents, automation equipment, and auxiliary diagnostic AI software [1] - In the latest quarterly report for Q1 2025, the company reported revenue of 72.54 million yuan, a year-on-year decrease of 28.51%, and a net loss of approximately 11.06 million yuan, a year-on-year decline of 238.49% [1] - The gross profit margin for Anbiping stands at 61.97% [1]