证券之星消息，2月4日医疗器械板块较上一交易日上涨0.9%，赛科希德领涨。当日上证指数报收于 4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。医疗器械板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688338 | 赛科希德 | 32.11 | 10.15% | 6.36万 | | 1.97亿 | | 6638889 | 硕世生物 | 71.46 | 5.69% | 1.59万 | | 1.13亿 | | 300246 | 宝莱特 | 13.51 | 2.74% | - 16.61万 | | 2.24亿 | | 301093 | 华兰股份 | 83.15 | 2.68% | 5.14万 | | 4.17亿 | | 920009 | 丹娜生物 | 79.49 | 2.63% | 5484.98 | | 4320.40万 | | 301122 | 采纳股份 | 29.84 | 2.40% | 2.49万 | | 7407.89万 | ...

证券之星消息，2月3日医疗器械板块较上一交易日上涨1.42%，华康洁净领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。医疗器械板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301235 | や康浩浄 | 53.83 | 9.86% | 11.42万 | | 6.10亿 | | 300246 | 宝菜特 | 13.15 | 7.96% | 17.85万 | | 2.29亿 | | 688301 | 奕瑞科技 | 119.24 | 7.10% | 4.10万 | | 4.77亿 | | 301093 | 华兰股份 | 86.08 | 6.45% | 6.09万 | | 4.82亿 | | 688277 | 天智航 | 24.18 | 6.10% | 15.93万 | | 3.79亿 | | 603222 | 济民健康 | 8.83 | 4.87% | 18.87万 | | 1.64亿 | | 688016 ...

证券日报网讯 1月29日，宝莱特发布公告称，公司预计2025年归属于上市公司股东的净利润为-8，000 万元至-6，000万元，上年同期为-7，144.13万元。 （文章来源：证券日报） ...

市净率(LF)历史分位(%) 100 ଛି ୨୦ 80 70 60 56.5 50 -01 41089 40 30 26x65 20:99 20 179 14-13 10 0 2020-12-37 1 2027-12-37 2021-06-30 2-12-37 2-06-30 2n- 公司 -○- 行业均值 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 公司持续推进控费增效，各项费用同比有所降低，但受美元兑人民币汇率下行影响产生汇兑损失，以及可转换债券相关摊销费用较高，对净利润构成较大影 响。 基于产品销售价格下降的情况，公司根据企业会计准则的谨慎性原则，对存货及部分生产设备计提了资产减值准备（具体金额以审计结果为准），对本期净 利润产生一定影响。 2025年预计非经常性损益对公司净利润的影响金额约为807万元，主要为政府补助。 制图数据来自恒生聚源数据库 资料显示，公司主营业务为医疗器械产品研发、生产、销售、服务，主要涵盖生命信息与支持和肾病医疗两大业务板块：一是生命信息与支持板块，为医疗 监护设备及配套产品；二是肾病医疗板块，为血液透析产品。 报告期内，公司净利润预计仍出现亏损，但亏损 ...

南财智讯1月29日电，宝莱特发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为-6000 万元—-8000万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为-9500万元 —-6800万元。报告期内，公司净利润预计仍出现亏损，但亏损幅度较上年同期有所收窄。公司通过深 化管理、提升运营效率等措施增强抗风险能力，营业收入略有增长。公司净利润未能实现扭亏为盈的主 要原因：1、尽管多数产品销量有所提升，但受市场竞争影响，销售价格同比下降，叠加部分原材料采 购成本上涨，导致公司整体毛利率有所下降；2、公司持续推进控费增效，各项费用同比有所降低，但 受美元兑人民币汇率下行影响产生汇兑损失，以及可转换债券相关摊销费用较高，对净利润构成较大影 响；3、基于产品销售价格下降的情况，公司根据企业会计准则的谨慎性原则，对存货及部分生产设备 计提了资产减值准备（具体金额以审计结果为准），对本期净利润产生一定影响；4、2025年预计非经 常性损益对公司净利润的影响金额约为807万元，主要为政府补助。 ...

证券代码：300246 证券简称：宝莱特 公告编号：2026-004 债券代码：123065 债券简称：宝莱转债 广东宝莱特医用科技股份有限公司 2025 年年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 | | -8,000 | ～ | -6,000 | -7,144.13 | | 股东的净利润 | 比上年同期增长 | -11.98% | ～ | 16.01% | | | 扣除非经常性损 | | -9,500 | ～ | -6,800 | -9,653.68 | | 益后的净利润 | 比上年同期增长 | 1.59% | ～ | 29.56% | | 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所审计，公 ...

Market Overview - The medical device sector experienced a slight decline of 0.08% on January 22, with Aisheren leading the drop [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Top Performers - Baolait (300246) saw a significant increase of 11.93%, closing at 14.64 with a trading volume of 374,600 shares and a transaction value of 530 million [1] - Aojing Medical (688613) rose by 3.65%, closing at 24.12 with a trading volume of 56,300 shares and a transaction value of 134 million [1] - Adit (301580) increased by 3.64%, closing at 53.79 with a trading volume of 42,100 shares and a transaction value of 222 million [1] Underperformers - Aisheren (920050) experienced the largest decline of 12.17%, closing at 38.68 with a trading volume of 86,600 shares and a transaction value of 341 million [2] - Shuoshi Bio (688399) fell by 6.39%, closing at 79.42 with a trading volume of 46,300 shares and a transaction value of 374 million [2] - Tianchen Medical (688013) decreased by 3.78%, closing at 44.25 with a trading volume of 25,900 shares and a transaction value of 114 million [2] Capital Flow - The medical device sector saw a net outflow of 332 million from institutional investors, while retail investors contributed a net inflow of 152 million [2] - The top stocks by net inflow from retail investors included Guanhao Bio (300238) with a net inflow of 16.41 million [3] - Institutional investors showed a strong net inflow in Lianying Medical (688271) with 63.88 million, while retail investors had a net outflow of 68.63 million [3]

Core Viewpoint - The event "Rational Investment Accompanying Me" organized by Guojin Securities aims to enhance communication between listed companies and investors, allowing for a deeper understanding of the operational status and investment value of quality enterprises, specifically focusing on Baolait Medical Technology Co., Ltd. [1] Group 1: Event Overview - The event will take place on January 8, 2026, in Zhuhai, featuring a visit to Baolait's technology park where 30 investors will engage in direct interactions with the company's management [1] - The event is designed to promote rational investment concepts and protect investors' legal rights [1] Group 2: Company Insights - Baolait Medical Technology Co., Ltd. is recognized as a leading enterprise in the medical device sector, with a focus on three core business segments: life information and support, nephrology medical care, and big health medical [10] - The company has established itself as a national high-tech enterprise, emphasizing its comprehensive capabilities from clinical medical devices to health solutions for families [3][10] Group 3: Investor Engagement - Investors will have the opportunity to explore Baolait's exhibition hall, which showcases the company's core products and technological advantages in the life information and support sector, as well as innovations in nephrology and big health [3] - A deep dialogue session with the company's executives will address key investor concerns, including business growth potential, technological advancements, and global market strategies [6] Group 4: Future Directions - Guojin Securities plans to continue focusing on investor education and protection, aiming to enhance transparency in the capital market and promote rational investment practices through innovative educational activities [9]

Investment Rating - The report maintains a "Neutral" rating for the pharmaceutical and biotechnology industry [7][49]. Core Insights - The pharmaceutical sector has experienced a decline of 0.68% recently, ranking 19th among 31 primary sub-industries. The chemical pharmaceuticals, biological products, medical devices, pharmaceutical commerce, traditional Chinese medicine, and medical services have shown varying performance, with the medical services sector increasing by 3.29% [12][26]. - The collaboration between NVIDIA and Eli Lilly to establish an AI joint innovation lab aims to address long-standing challenges in the pharmaceutical industry, with a projected investment of up to $1 billion over five years [13]. - Tempus AI reported a revenue of approximately $1.27 billion for 2025, marking an 83% year-on-year increase, driven by significant growth in diagnostic services [14]. Summary by Sections Recent Performance - The pharmaceutical sector's return since the beginning of 2026 is 7.08%, outperforming the CSI 300 index, which returned 2.20%. However, the pharmaceutical sector lagged behind the CSI 300 by 4.88 percentage points [26]. Market Dynamics - The pharmaceutical sector's valuation is currently at 34.5 times PE based on 2026 earnings forecasts, representing a 35% premium over the overall A-share market (excluding financials). The TTM valuation stands at 30.4 times PE, below the historical average of 35.0 times PE [29]. Individual Stock Performance - Notable stock performances include Baolait and Hualan Biological, which saw increases of 48.76% and 32.72%, respectively, while stocks like Xiangrikui and Luyuan Pharmaceutical experienced declines of 37.48% and 26.62% [35]. Key Companies to Watch - The report highlights companies such as Sanofi, Innovent Biologics, and others as key focuses for potential investment opportunities [40].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300246 | 宝莱特 | 13.12 | -7.67% | 30.29万 | 4.06亿 | | 300314 | 載维医疗 | 14.02 | -5.84% | 18.43万 | 2.61亿 | | 300049 | 福瑞医科 | 75.18 | -5.47% | 9.19万 | 2666"9 | | 688277 | 天智航 | 21.25 | -5.05% | P 22.65万 | 4.88亿 | | 688013 | 天臣医疗 | 45.12 | -4.57% | 3.10万 | 1.43亿 | | 688068 | 热景生物 | 156.00 | -4.12% | 1.70万 | 2.66亿 | | 301367 | 瑞迈特 | 82.90 | -4.03% | 2.78万 | 2.33亿 | | 301087 | 可孚医疗 | 55.47 | -3.91% | 4.89万 | 2.73亿 | | 301033 | 迈普医学 | 4 ...