今年以来利德曼已经4次登上龙虎榜，最近一次登上龙虎榜为8月8日。 资料显示，北京利德曼生化股份有限公司位于北京市北京经济技术开发区兴海路5号，成立日期1997年 11月5日，上市日期2012年2月16日，公司主营业务涉及体外诊断试剂(生化、免疫、分子)、诊断仪器、 生物化学原料。主营业务收入构成为：体外诊断试剂67.84%，诊断仪器14.17%，其他(房屋租赁/物业管 理等)13.21%，生物化学原料4.78%。 9月19日，利德曼盘中下跌2.04%，截至13:37，报7.68元/股，成交7952.66万元，换手率1.89%，总市值 41.78亿元。 资金流向方面，主力资金净流出434.51万元，特大单买入294.62万元，占比3.70%，卖出488.59万元，占 比6.14%；大单买入1217.81万元，占比15.31%，卖出1458.35万元，占比18.34%。 利德曼今年以来股价涨56.73%，近5个交易日跌4.60%，近20日跌16.52%，近60日涨48.55%。 利德曼所属申万行业为：医药生物-医疗器械-体外诊断。所属概念板块包括：基因测序、辅助生殖、体 外诊断、小盘、医疗器械等。 机构持仓方面， ...

证券之星消息，根据市场公开信息及9月15日披露的机构调研信息，嘉实基金近期对5家上市公司进行了调研，相关名单如下： 1）石基信息 （嘉实基金参与公司石基信息与Amadeus签订重大经营合同解读会议） 调研纪要：双方合作将打造旅游全程技术平台。Amadeus为全球最大GDS和CRS服务商，其背书有助于石基全球化推广。DYLIGHT PMS与CRS集 成基础功能已完成，后续将开发新功能。若集成成功，可实现旅客预定旅程全过程自动化处理。合作协议初始期限5年，可续期，客户持续使用则 合同延续。外围系统将随DYLIGHT PMS迁移并被代理。已对接Sabre CRS，凯悦旗下木棉花酒店已全面使用DYLIGHT PMS。签约将显著提升客 户信心，利好26年ARR增长。 2）聚和材料 （嘉实基金参与公司业绩说明会&电话会议） 调研纪要：聚和材料计划与韩投伙伴共同出资680亿韩元，收购SK Enpulse的空白掩模业务，公司直接或间接出资比例不低于95%。空白掩模版是 掩模版的核心原材料，需在超高纯度石英基板上完成切磨抛、清洗、镀膜、涂胶等高精度工序，生产环境洁净度达Class1水平。标的公司产品主 要为适配DUV-rF及K ...

截至发稿，利德曼市值为43亿元。 每经头条（nbdtoutiao）——重大突破！中国这款新药，中美官方都认定有突破性疗效！世界肺癌大会 沸腾了 每经AI快讯，利德曼（SZ 300289，收盘价：7.96元）发布公告称，2025年9月8-9日、11-12日，利德曼 接受盘京投资等投资者调研，公司副总裁兼董事会秘书张丽华参与接待，并回答了投资者提出的问题。 2025年1至6月份，利德曼的营业收入构成为：生物制品业占比86.79%，房屋租赁占比12.96%，其他业 务占比0.25%。 （记者 曾健辉） ...

Company Overview - Leidmann Biochemical Co., Ltd. is a national high-tech enterprise with core competitiveness in in vitro diagnostic reagents, diagnostic instruments, and biochemical raw materials, integrating R&D, production, and sales [2][3] - The company has a comprehensive range of biochemical diagnostic reagents covering liver function, kidney function, blood lipid, diabetes, and myocardial injury tests, making it one of the most complete providers in the domestic in vitro diagnostic industry [3] Financial Performance - In the first half of 2025, the company achieved a revenue of CNY 160.48 million, a decrease of 14.80% year-on-year, with a net profit attributable to shareholders of CNY -4.25 million [3] - The in vitro diagnostic reagent business generated CNY 108.87 million, down 28.13%, accounting for 67.84% of total revenue [3] - The diagnostic instruments business saw a revenue increase of 106.73% to CNY 22.74 million, representing 14.17% of total revenue [3] - The biochemical raw materials business reported a revenue of CNY 7.68 million, down 20.23%, making up 4.78% of total revenue [3] - Other businesses, mainly rental and property management, generated CNY 21.20 million, up 30.37%, accounting for 13.21% of total revenue [3] Impact of Procurement Policies - Approximately 70% of the company's reagent products are included in centralized procurement, leading to a decrease in reagent gross margin by 2.34 percentage points year-on-year [4][5] - The company anticipates that the impact of centralized procurement on gross margins will lessen, with ongoing efforts in cost control and supply chain optimization expected to stabilize profitability [5] Strategic Initiatives - The company plans to acquire a target company, Xiansheng Xiangrui, which specializes in in vivo diagnostic reagents and human vaccines, enhancing its capabilities in tuberculosis diagnosis and treatment [6][7] - The acquisition will be funded through a combination of self-owned funds and bank loans, with nearly CNY 900 million available as of June 2025 [8] - The strategic focus includes expanding the biochemical diagnostic product line and enhancing partnerships with leading domestic and international diagnostic manufacturers [5][7] Shareholder Insights - The controlling shareholder, Gaoxin Keke, has extensive investment experience in the biopharmaceutical sector and aims to leverage resources to enhance Leidmann's position in the life sciences industry [9][10]

（文章来源：证券日报） 证券日报网讯利德曼9月2日在互动平台回答投资者提问时表示，截至2025年8月29日收盘，公司股东人 数为35329户。 ...

Group 1 - The core point of the article indicates that Lideman has experienced a significant decrease in shareholder accounts, with a reduction of 7,191 accounts, representing a 16.91% decline compared to the previous period [2] - As of the latest report, Lideman's stock price is 8.42 yuan, reflecting a decrease of 0.47%, and the stock has cumulatively dropped 10.33% since the concentration of shares began, with only one day of increase and seven days of decline [2] - The company's semi-annual report shows that it achieved a revenue of 160 million yuan in the first half of the year, a year-on-year decrease of 14.80%, and a net profit of -4.2452 million yuan, a year-on-year decline of 800.43%, with a basic earnings per share of -0.0078 yuan [2]

Group 1 - The China Securities Hong Kong Stock Connect Medical Theme Index (932069) has risen by 2.99%, with notable increases in constituent stocks such as Chunli Medical (01858) up 10.49%, MicroPort Medical (00853) up 7.02%, and Crystal Technology Holdings (02228) up 6.89% [1] - The Hong Kong Medical ETF (159366) has also seen an increase of 2.44% [1] - The China Securities All Index Medical Device Index (H30217) has increased by 1.46%, with significant gains from Ji Min Health (603222) up 9.98%, Hualan Biological Engineering (301093) up 7.81%, and Huatai Medical (688617) up 6.93% [2][3] Group 2 - The FDA has accepted Vibration-Controlled Transient Elastography (VCTE) as an alternative endpoint for assessing liver fibrosis in patients with Metabolic Associated Steatotic Liver Disease (MASH), marking a significant breakthrough in non-invasive diagnostic technology [4] - This advancement is expected to enhance drug development efficiency for MASH and provide growth opportunities for domestic companies in the non-invasive companion diagnostics field [4] - The pharmaceutical and biotechnology sector showed marginal improvement in Q2 2025, with the innovative drug and CXO sectors performing particularly well, as the CXO industry rebounded with a 14% year-on-year revenue increase and a 54% increase in net profit [4] Group 3 - The domestic medical device industry is gradually recovering from an adjustment period, with market demand showing signs of recovery [5] - In Q2 2025, the medical equipment sector experienced a 5.26% year-on-year revenue growth, and the medical consumables sector maintained stable growth [5] - The Hong Kong Medical ETF (159366) focuses on rare medical segment leaders and has a high CXO content, while the Medical Device ETF (159883) is the largest in A-shares, covering various sub-sectors of the medical device industry [5]

证券代码：300289 证券简称：利德曼 公告编号：2025-039 北京利德曼生化股份有限公司 关于筹划重大资产重组的进展公告 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、本次重大资产重组的基本情况 北京利德曼生化股份有限公司（以下简称"公司"或"上市公司"） 正在筹划以支付现金方式收购北京先声祥瑞生物制品股份有限公司 （以下简称"目标公司"）部分股东持有的目标公司合计不超过 70%的 股份（以下简称"本次交易"）。本次交易前，公司未持有目标公司的 股份；本次交易完成后，公司将取得目标公司控制权，目标公司将成 为公司的控股子公司。 根据初步测算，本次交易预计构成《上市公司重大资产重组管理 办法》规定的重大资产重组。本次交易不涉及上市公司发行股份，不 构成关联交易，也不会导致公司控制权变更。 2025 年 7 月 30 日，公司与目标公司、目标公司股东上海百家汇 投资管理有限公司、海南先声百家汇科技发展有限公司、南京百佳瑞 企业管理咨询合伙企业（有限合伙）就本次交易相关事项签署了《投 资框架协议》。具体内容详见公司于 2025 年 7 月 30 日在巨 ...

Financial Performance - The company reported a total revenue of 160 million yuan for the first half of 2025, a decrease of 14.8% compared to 188 million yuan in the same period of 2024 [1] - The net profit attributable to shareholders was -4.2452 million yuan, reflecting a significant decline of 800.43% from a profit of 606,100 yuan in the previous year [1] - The gross margin decreased to 52.02%, down by 6.65% year-on-year, while the net margin turned negative at -2.21%, a drop of 243.75% [1] Quarterly Analysis - In Q2 2025, the company achieved a revenue of 81.5754 million yuan, which is a 12.97% decline from the previous year [1] - The Q2 net profit attributable to shareholders was -2.9935 million yuan, marking a drastic decrease of 190.4% compared to the same quarter in 2024 [1] Cost and Expenses - Total selling, administrative, and financial expenses amounted to 74.0649 million yuan, accounting for 46.15% of revenue, which is an increase of 4.61% year-on-year [1] - The company reported a significant drop in operating cash flow per share to 0.0 yuan, a decrease of 96.34% from 0.04 yuan in the previous year [1] Historical Performance - The company's historical financial performance has been weak, with a median Return on Invested Capital (ROIC) of 2.12% over the past decade, and a particularly poor ROIC of -4.89% in 2024 [3] - The company has reported losses in three out of twelve annual reports since its listing, indicating a fragile business model [3] Financial Health - The company maintains a healthy cash asset position, which is crucial for its debt repayment capabilities [3]

Group 1 - The stock price of Lidman is reported at 8.54 yuan, down 0.35 yuan from the previous trading day, with a decline of 3.94% [1] - The highest intraday price reached 8.92 yuan, while the lowest dipped to 8.53 yuan, with a trading volume of 364,600 shares and a transaction amount of 318 million yuan [1] - Lidman operates in the medical device industry, focusing on in vitro diagnostic reagents, diagnostic instruments, and biochemical raw materials, primarily used in clinical testing and food safety detection [1] Group 2 - For the first half of 2025, the company reported total operating revenue of 160 million yuan, a year-on-year decrease of 14.80%, and a net loss attributable to shareholders of 4.2452 million yuan [1] - The decline in performance is mainly attributed to industry procurement policies, the splitting of testing packages, and intensified market competition, with core business revenue from in vitro diagnostic reagents dropping by 28.13% [1] - However, revenue from diagnostic instruments and accessories increased to 22.7416 million yuan, reflecting a year-on-year growth of 106.73% [1] Group 3 - On August 27, the net outflow of main funds was 46.4047 million yuan, accounting for 1% of the circulating market value [1] - Over the past five days, the net outflow of main funds totaled 189.5546 million yuan, representing 4.09% of the circulating market value [1]