每经AI快讯，Wind数据显示，8月7日，共有31只个股获券商买入评级，其中10只个股公布了目标价 格。按最高目标价计算，宁德时代、鱼跃医疗、徐工机械目标涨幅排名居前，涨幅分别达38.26%、 36.27%、33.1%。 （文章来源：每日经济新闻） ...

Core Viewpoint - Yuyue Medical is a leading company in the home medical device sector with a broad layout across four key areas: respiratory oxygen, blood glucose and POCT, home health monitoring, and clinical devices and rehabilitation [1] Group 1: Business Overview - The company's core business encompasses four major fields: respiratory oxygen, blood glucose and POCT, home health monitoring, and clinical devices and rehabilitation [1] - The company is actively developing AI smart wearable medical devices, leveraging its technological accumulation in the medical field to establish a comprehensive "monitoring-warning-intervention" pipeline [1] Group 2: Strategic Partnerships - In early 2025, the company signed a strategic cooperation agreement with Inogen, a US-based respiratory oxygen business with extensive sales channels in Europe and America, aiming for complementary advantages and collaborative win-win outcomes [1] Group 3: Market Position and Growth Potential - The company's business is gradually returning to a normalized and sustainable development track post-pandemic, positioning itself as a domestic leader in home medical devices [1] - The company is pursuing both organic growth and external expansion, continuously enriching its product line and expanding its distribution channels, indicating significant long-term growth potential [1] Group 4: Valuation and Investment Rating - Based on comparable companies' average valuation for 2025, the company is assigned a 24x PE ratio, corresponding to a target price of 48.24 yuan, with an initial "buy" rating [1]

Core Viewpoint - Yuyue Medical is a leading player in the home medical device sector with a broad layout, focusing on four main areas: respiratory oxygen, blood glucose and POCT, home health monitoring (such as electronic blood pressure monitors), and clinical devices and rehabilitation [1] Group 1: Business Overview - The company's core business encompasses four major fields: respiratory oxygen, blood glucose and POCT, home health monitoring, and clinical devices and rehabilitation [1] - The company is actively developing AI smart wearable medical devices, leveraging its technological accumulation in the medical field to establish a comprehensive "monitoring-warning-intervention" pipeline [1] Group 2: Strategic Partnerships - In early 2025, the company signed a strategic cooperation agreement with Inogen, a US-based respiratory oxygen business with extensive sales channels in Europe and America, aiming for complementary advantages and collaborative win-win outcomes [1] Group 3: Market Position and Growth Potential - The company's business is gradually returning to a normalized and sustainable development track post-pandemic, positioning itself as a domestic leader in home medical devices [1] - The company is pursuing both organic growth and external expansion, continuously enriching its product line and expanding its channels, indicating significant long-term growth potential [1] Group 4: Valuation and Investment Rating - Based on comparable companies' average valuation for 2025, the company is assigned a 24 times PE ratio, corresponding to a target price of 48.24 yuan, with an initial "buy" rating [1]

Investment Rating - The report assigns a "Buy" rating for the company, with a target price of 48.24 CNY based on a 24x PE for 2025 [2][5]. Core Views - The company is positioned as a leader in the home medical device sector, with a diverse product line and a strong focus on both domestic and international markets. The business is expected to return to a sustainable growth trajectory post-pandemic, with significant long-term potential [2][9]. Financial Forecast and Investment Recommendations - The projected EPS for the company from 2025 to 2027 is 2.01, 2.36, and 2.78 CNY respectively. The revenue for 2025 is estimated at 8.669 billion CNY, reflecting a 14.6% year-on-year growth. The net profit attributable to the parent company is expected to be 2.011 billion CNY in 2025, with an 11.3% growth [2][4]. Company Overview - The company has a comprehensive product portfolio exceeding 600 types, focusing on four main areas: respiratory oxygen therapy, blood glucose and POCT, home health monitoring, and clinical devices and rehabilitation. It is also developing emergency response products [14][9]. Market Position and Growth Potential - The respiratory therapy segment is expected to generate 2.6 billion CNY in revenue for 2024, despite a 22.9% decline due to fluctuations in public demand. The blood glucose and POCT segment is projected to grow significantly, with a 40.2% increase in revenue to 1.03 billion CNY in 2024 [9][48]. Product Development and Innovation - The company is actively investing in R&D, focusing on global, digital, and wearable technologies. Key product innovations include continuous glucose monitoring (CGM) systems, which are expected to see substantial market growth, with the market size projected to reach 2.6 billion USD by 2030 [9][20]. Sales Channels and International Expansion - The company has established a comprehensive sales network that includes both online and offline channels, with online sales accounting for 38% of total sales in Q1 2025. The international business is also expanding rapidly, with overseas revenue expected to reach 0.95 billion CNY in 2024, a 30.4% increase [9][20].

Group 1 - The stock price of Yuyue Medical on August 6 was 35.08 yuan, a decrease of 0.10 yuan or 0.28% from the previous trading day [1] - The opening price on that day was 35.17 yuan, with a highest point of 35.30 yuan and a lowest point of 34.97 yuan, resulting in a trading volume of 276 million yuan and a turnover rate of 0.84% [1] - The net outflow of main funds on August 6 was 39.53 million yuan, accounting for 0.12% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow was 20.94 million yuan, representing 0.06% of the circulating market value [1] Group 2 - Yuyue Medical operates in the medical device industry, focusing on the research, production, and sales of medical equipment and consumables [1] - The company's product range includes respiratory therapy, blood glucose monitoring, and rehabilitation care [1]

7月31日，鱼跃医疗今日收盘34.88元，下跌1.77%，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19.74倍，总市值349.66亿元。 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54.89倍，行业中值37.06倍，鱼跃医疗排 名第41位。 江苏鱼跃医疗设备股份有限公司的主营业务是研发、制造和销售医疗器械产品及提供相关解决方案。公 司产品主要集中在呼吸制氧、糖尿病护理、感染控制解决方案、家用类电子检测及体外诊断、急救与临 床及康复器械等业务领域。公司目前拥有"鱼跃yuwell"、"洁芙柔"、"华佗Hwato"、"金钟JZ"、"安尔 碘"、"普美康PRIMEDIC"、"六六视觉"等几大主要品牌。"鱼跃"品牌深入人心，依托鱼跃产品力的不断 提升及有效的品牌传播，以及旗下产品在海内外医疗一线的卓越表现，公司品牌价值和品牌优势显著提 升。 最新一期业绩显示，2025年一季报，公司实现营业收入24.36亿元，同比9.17%；净利润6.25亿元，同 比-5.26%，销售毛利率50.30%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)11鱼跃医疗19.7419.362.67349 ...

金融界消息 截至2025年7月31日收盘，鱼跃医疗（002223）报收于34.88元，下跌1.77%，换手率 1.46%，成交量13.77万手，成交金额4.83亿元。 来源：金融界 资金流向方面，今日主力资金净流入3097.90万元，占比成交额6.42%。其中，超大单净流出724.89万 元、占成交额1.5%，大单净流入3822.79万元、占成交额7.92%，中单净流出流出156.25万元、占成交额 0.32%，小单净流出2941.65万元、占成交额6.09%。 鱼跃医疗最新一期业绩显示，截至2025一季报，公司营业总收入24.36亿元、同比增长9.17%，归属净利 润6.25亿元，同比减少5.26%，扣非净利润5.13亿元，同比减少6.91%，流动比率3.426、速动比率 3.022、资产负债率19.43%。 天眼查商业履历信息显示，江苏鱼跃医疗设备股份有限公司，成立于1998年，位于镇江市，是一家以从 事专用设备制造业为主的企业。企业注册资本100247.6929万人民币，实缴资本100247.6929万人民币。 公司法定代表人为吴群。 通过天眼查大数据分析，江苏鱼跃医疗设备股份有限公司共对外投资了36家 ...

近日，证券之星第三届ESG新标杆企业评选结果揭晓，鱼跃医疗凭借在环境、社会和治理(ESG)领域的卓越实践，荣获"ESG新标杆企业奖"。该奖项是由证 券之星联合妙盈科技等专业权威机构，在中国首席经济学家论坛等指导下设立的ESG领域权威奖项，旨在挖掘并表彰在环境(如低碳减排、绿色供应链)、社 会(如乡村振兴、公益慈善)及公司治理(如合规管理、风险防控)三大维度实现卓越实践，推动经济效能与社会责任深度融合的企业。 在治理(G)层面，鱼跃医疗建立了结构清晰、权责分明的三层ESG管理体系(监督层、管理层、执行层)，并创新性地将ESG关键绩效纳入薪酬考核机制，确保 责任有效落实。公司严格遵循法规，完善的法人治理架构保障了运营透明度与合规性。董事会成员多元化成效显著，女性董事占比达44.4%，独立董事占据 多数，为科学决策提供了有力支撑。2024年，公司通过35次信息安全演练、100%覆盖的反腐培训(人均6.7小时)及严格的供应链验厂审核(覆盖30家供应商， 商业道德评估比100%)，筑牢了商业道德与信息安全的防线，全年未发生重大贪腐、不正当竞争或信息泄露事件。 在环境(E)责任方面，鱼跃医疗积极践行绿色运营理念。公司全年 ...

Core Viewpoint - Yuyue Medical's stock closed at 35.38 yuan, down 1.39%, with a rolling PE ratio of 20.03 times, and a total market value of 35.468 billion yuan [1][2] Company Overview - Jiangsu Yuyue Medical Equipment Co., Ltd. specializes in the research, manufacturing, and sales of medical device products, providing related solutions. The company's products focus on respiratory oxygen, diabetes care, infection control solutions, home electronic testing, in vitro diagnostics, emergency and clinical rehabilitation equipment [1] - The company owns several major brands, including "Yuyue," "Jiefurou," "Huatuo Hwato," "Jinzhong JZ," "An'er iodine," "Primedic," and "Liuliu Vision," with the "Yuyue" brand being well-recognized [1] Financial Performance - For the first quarter of 2025, the company reported operating revenue of 2.436 billion yuan, a year-on-year increase of 9.17%, and a net profit of 625 million yuan, a year-on-year decrease of 5.26%. The sales gross margin was 50.30% [2] - As of the first quarter of 2025, 69 institutions held shares in Yuyue Medical, with a total holding of 55.9524 million shares valued at 1.992 billion yuan [1] Industry Comparison - The average PE ratio for the medical device industry is 55.28 times, with a median of 38.06 times, placing Yuyue Medical at 41st in the industry ranking [1][2] - The company's PE (TTM) is 20.03, while the industry average is significantly higher at 55.28 [2]

Group 1 - The opening of the Yarlung Zangbo River downstream hydropower project on July 19, 2025, has sparked significant interest in the A-share market, leading to the Shanghai Composite Index surpassing 3600 points and many listed companies experiencing a surge in stock prices [1] - Companies are increasingly attempting to capitalize on the popularity of the Yarlung Zangbo River project, with platforms like Shanghai Stock Exchange's e-Interaction and Shenzhen Stock Exchange's Interactive Easy becoming popular venues for these companies to "hitch a ride" on the hot topic [2][3] - The ability of listed companies to effectively engage in "hitching a ride" on market trends has improved significantly over the years, showcasing their growing sophistication in this area [3] Group 2 - Tian Kang Biological (002100.SZ) and Yuyue Medical (002223.SZ) have been recognized for their creative approaches to leveraging the Yarlung Zangbo project, with Tian Kang's strategy being particularly noted for its boldness [4] - Chongqing Steel (601005.SH) and Teruid (300001.SZ) have formed specialized technical teams to address the opportunities presented by the Yarlung Zangbo project, although questions have been raised about the timing of this decision [6] - Companies like Falan Tech (603966.SH), Anke Rui (300286.SZ), and Youfa Group (601686.SH) have been noted for their lengthy and elaborate responses regarding their involvement with the Yarlung Zangbo project, with varying degrees of clarity and relevance [8][10][11]