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]

Core Viewpoint - The medical device sector is experiencing significant growth, with the medical device ETF (159797) showing strong performance and attracting substantial investment, indicating a positive outlook for the industry [1][4]. Group 1: Market Performance - As of July 25, 2025, the CSI All Medical Device Index (H30217) rose by 1.07%, with notable increases in individual stocks such as Kangtai Medical (300869) up 20.03% and Tianzhihang (688277) up 13.81% [1]. - The medical device ETF (159797) saw a peak increase of over 2% during the trading session, currently up 1.13%, marking its eighth consecutive day of gains [1]. - Over the past week, the medical device ETF has accumulated a rise of 4.61% [1]. Group 2: Trading Activity - The medical device ETF recorded a turnover rate of 10.77% during the trading session, with a transaction volume of 11.3369 million yuan, indicating active market participation [1]. - The average daily trading volume for the ETF over the past week was 7.7187 million yuan [1]. Group 3: Fund Inflows and Size - The medical device ETF has seen a net subscription of 7 million shares, marking a continuous inflow of funds for seven days [1][2]. - The latest fund size of the medical device ETF reached 103 million yuan, a new high for the past year [2]. - The total shares of the medical device ETF have reached 130 million, also a new high for the past year [2]. Group 4: Policy and Industry Outlook - The National Healthcare Security Administration recently held a meeting to discuss support for innovative medical devices, highlighting new pricing policies aimed at accelerating the clinical application of high-level technological innovations [4]. - According to CITIC Construction Investment Securities, the medical device sector is expected to see a recovery in valuations and performance, with several companies anticipated to experience high growth in Q3 due to product innovation and international expansion opportunities [4][5]. - The medical device ETF covers core areas such as medical equipment, in vitro diagnostics, and high-value consumables, with the top ten weighted stocks accounting for nearly 46% of the ETF [5].

Group 1 - The Shanghai Composite Index rose by 0.65% to close above 3600 points, marking a new high for the year [1] - The medical device ETF (159797) increased by 2.32%, achieving a seven-day consecutive rise and reaching new highs in scale and shares [1] - The medical device ETF has attracted over 13 million yuan in funds over the past six days [1] Group 2 - The National Healthcare Security Administration announced that the selection process for medical supplies will no longer solely rely on the lowest bid, indicating a shift in procurement strategy [3] - In the second half of 2025, the medical device sector is expected to see performance improvements due to inventory clearance and the gradual easing of compliance impacts [3] - The overall procurement scale for new medical devices in China showed a 41% year-on-year increase in the first half of 2025, with specific categories like CT and MR showing significant growth [3] Group 3 - Continuous implementation of equipment renewal policies is expected to drive long-term growth in medical device procurement levels [4] - The medical device and consumables sector is currently valued at historical lows, indicating potential for recovery as market conditions improve [4] - The medical device ETF (159797) covers key areas in the medical device sector, with the top ten weighted stocks accounting for nearly 46% of the fund [4][5]

Company Overview - Yuyue Medical's stock closed at 35.92 yuan, up 2.69%, with a rolling PE ratio of 20.33, marking a new low in 31 days, and a total market capitalization of 36.009 billion yuan [1] - The company operates in the medical device sector, focusing on the research, manufacturing, and sales of medical devices, with key product areas including respiratory oxygen, diabetes care, infection control solutions, home electronic testing, in vitro diagnostics, emergency and clinical rehabilitation devices [1] - Yuyue Medical has several major brands, including "Yuyue," "Jiefuro," "Huatuo," "Jinzhong," "An'er iodine," "Primedic," and "Liuliu Vision," with significant brand value and advantages due to product performance and effective brand communication [1] Financial Performance - In Q1 2025, Yuyue Medical reported revenue of 2.436 billion yuan, a year-on-year increase of 9.17%, while net profit was 625 million yuan, reflecting a year-on-year decrease of 5.26%, with a gross profit margin of 50.30% [2] - The company's PE ratio (TTM) stands at 20.33, while the industry average is 54.55, and the industry median is 37.54 [2] Shareholder Information - As of July 10, 2025, Yuyue Medical had 40,000 shareholders, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1]

Core Viewpoint - Yuyue Medical has begun supplying high-altitude oxygen products to China Yajiang Group for the construction of a hydropower project, indicating a strategic move to expand its market presence in high-altitude medical services [1] Group 1: Company Activities - Yuyue Medical and its wholly-owned subsidiary, Tibet Yuyue, are installing and supplying high-altitude central oxygen equipment, desktop oxygen generators, portable oxygen generators, and portable oxygen respirators for the Yarlung Tsangpo River downstream hydropower station project [1] - The company aims to provide medical diffusion oxygen and outdoor portable oxygen services to the project builders, enhancing health support in high-altitude environments [1] Group 2: Future Plans - Tibet Yuyue, as a leading high-altitude oxygen enterprise established by the company, will actively seek further cooperation opportunities related to the project [1] - The company plans to continue providing ongoing high-altitude oxygen services and health support for the Century Hydropower Station project [1]

高效并购整合，急救业务迎来市场放量 今年以来，鱼跃医疗旗下急救业务频频传来重磅消息，新品、海外获证、渠道、市场表现全面突围。随 着公司一系列急救新品的发布，产品线已由AED延伸至急救全场景生态，两大重磅新品迅速获得欧盟 MDR认证，同时全面升级与欧洲渠道伙伴Safe Life的合作关系，通过海外渠道商加速开拓欧美及全球化 市场。 普美康旗下AED与心脏除颤监护产品在全球医疗急救行业享有较高的知名度，鱼跃医疗结合自身产业 链优势与技术基础，整合中德研发资源与世界高端AED研发体系，不断推进产品技术突破，实现产品 在除颤能量、开机速度、算法分析、电池续航等产品关键指标上均处于世界前列。 AI技术席卷行业，引领家用医疗器械产业革新 近年来，鱼跃医疗通过"创新赋能医疗器械"战略、持续加大研发投入、布局AI+医疗生态体系建设等前 瞻动作，持续推动大量创新产品迭代上新。在今年股东大会上，董事长吴群强调了公司对AI技术的重 视和深度挖掘。他表示,AI浪潮正在重塑健康产业逻辑,鱼跃医疗将以AI技术作为未来发展的重要支撑 点。 随着AI技术的突破性发展，AI医疗器械展现出巨大的应用潜力和发展前景。中商产业研究院报告显 示，20 ...