证券代码：300642 证券简称：透景生命 公告编号：2025-041 上海透景生命科技股份有限公司 关于申报医疗器械注册获得受理的公告 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。 上海透景生命科技股份有限公司（以下简称"公司"或"透景生命"）及全 资子公司上海透景诊断科技有限公司（以下简称"透景诊断"或"全资子公司"） 申报的医疗器械注册申请于近期获得了上海市药品监督管理局的受理，具体情况 如下： | 序号 | 产品名称 | 注册分类 | 申请人 | 预期用途 | | --- | --- | --- | --- | --- | | | 癌胚抗原、细胞角蛋白 | | | 本试剂盒用于定量检测人血清中 | | | 19 片段、神经元特异性 | | | CEA、CYFRA21-1、NSE、SCC 和 ProGRP | | | 烯醇化酶、鳞状上皮细 | 第二类体 | 透景 | 的浓度。用于对肺癌患者的治疗监 | | 1 | | 外诊断试 | | | | | 胞癌抗原、胃泌素释放 | 剂 | 生命 | 测，不能作为恶性肿瘤早期诊断或确 | | | 肽前体测定试剂盒 ...

证券代码：300642 证券简称：透景生命 公告编号：2025-040 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。 上海透景生命科技股份有限公司 关于回购公司股份的进展公告 二、其他说明 公司后续将根据市场情况在本次回购股份方案规定的回购期限内择机做出 回购决策并予以实施，并将在回购期间根据相关法律、法规和规范性文件的规定 及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 上海透景生命科技股份有限公司 董 事 会 上海透景生命科技股份有限公司（以下简称"公司"）于 2025 年 4 月 8 日 召开第四届董事会第八次会议，审议通过了《关于以集中竞价交易方式回购公司 股份的议案》。本次回购的股份用于股权激励或员工持股计划，用于回购股份的 资金总额不低于人民币 2,000 万元（含）且不超过人民币 4,000 万元（含），回 购股份价格不超过 16.00 元/股（含），实施期限为自公司董事会审议通过本次 回购股份方案之日起 12 个月内。具体内容请详见公司分别于 2025 年 4 月 8 日、 2025 年 4 月 14 日在巨潮资讯网（www. ...

证券代码：300642 证券简称：透景生命 公告编号：2025-039 上海透景生命科技股份有限公司 关于特定股东减持公司股份的预披露公告 特定股东上海荣振投资集团有限公司保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 持有上海透景生命科技股份有限公司（以下简称"公司"或"透景生命"） 股份 2,364,895 股（占公司总股本注1比例 1.47%）的股东上海荣振投资集团有限 公司（以下简称"荣振投资"或"股东"）自本公告披露之日起 3 个交易日后的 3 个月内以证券交易所集中竞价交易方式或大宗交易方式减持公司股份不超过 1,150,000 股（占公司总股本 0.71%）。 公司于近日收到股东荣振投资出具的《关于计划减持公司股份的告知函》， 现将有关内容公告如下： 一、股东基本情况 | 股东名称 | 持股数量（股） | 占公司总股本的比例 | | --- | --- | --- | | 上海荣振投资集团有限公司 | 2,364,895 | 1.47% | 减持期间：自本公告披露日起 3 个交易 ...

透景生命（300642）公告，持有公司1.47%股份的股东上海荣振投资集团有限公司计划自公告披露日起 3个交易日后的3个月内，通过证券交易所集中竞价交易或大宗交易方式减持不超过115万股，占公司总 股本0.71%。 ...

证券代码：300642 证券简称：透景生命 公告编号：2025-038 上海透景生命科技股份有限公司 关于持股 5%以上股东股份解除质押及质押的公告 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。 注 2：上述比例均按照四舍五入保留两位小数计算，下同。若出现合计数与各分项数据 之和尾数不符的，均为四舍五入原因所致。 2、本次股份质押基本情况 | 股东 | 是否为控股股东 | 本次质押数 | 占其所 | 占公司 | 是否 | 是否为 | 质押起 | 质押到 | | | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 或第一大股东及 | 量（股） | 持股份 | 总股本 | 为限 | 补充质 | 始日 | 期日 | | 质权人 | 用途 | | | 其一致行动人 | | 比例 | 比例 | 售股 | 押 | | | | 上海浦东 | | | 凌飞 | | | | | | | 2025 年 | 2028 | 年 | 发展银行 | 自身 | | ...

Company Overview - The company, Shanghai TuoJing Life Technology Co., Ltd., focuses on the research, production, and sales of in vitro diagnostic products under its own brand [1] - Main products include in vitro diagnostic reagents, instruments, and service revenue [1] - The company actively participates in various health-themed public welfare activities and has received multiple awards for social responsibility, including the "Social Public Welfare Award" from the China Cancer Foundation [1] Financial Performance - For Q1 2025, the company reported revenue of 74.89 million yuan, a year-on-year decrease of 19.53% [1] - Net profit for the same period was 471,700 yuan, showing a significant year-on-year increase of 110.51% [1] - The gross profit margin was reported at 63.66% [1] Market Position - As of May 27, the company's stock closed at 14.02 yuan, with a PE ratio of 57.87 times [1] - The total market capitalization of the company is 2.286 billion yuan [1] - In comparison, the average PE ratio for the medical device industry is 49.11 times, with a median of 35.89 times, placing the company at the 93rd position in the industry ranking [1][2] Institutional Holdings - As of Q1 2025, five institutions hold shares in the company, with a total of 28.0388 million shares valued at 403 million yuan [1]

Company Overview - The company, Shanghai TuoJing Life Technology Co., Ltd., specializes in the research, production, and sales of in vitro diagnostic products under its own brand [1] - The main products include in vitro diagnostic reagents, instruments, and service revenue [1] - The company actively participates in various health-themed public welfare activities and has received multiple awards for social responsibility, including the "Social Public Welfare Award" from the China Cancer Foundation [1] Financial Performance - For Q1 2025, the company reported operating revenue of 74.89 million yuan, a year-on-year decrease of 19.53% [1] - The net profit for the same period was 471,700 yuan, showing a year-on-year increase of 110.51% [1] - The gross profit margin was reported at 63.66% [1] Market Position - As of May 22, the company's stock closed at 13.8 yuan, down 1.64%, with a rolling price-to-earnings (PE) ratio of 56.96 times [1] - The total market capitalization is 2.25 billion yuan [1] - In comparison to the industry, the average PE ratio for the medical device sector is 48.71 times, with a median of 35.37 times, placing the company at the 93rd position in the industry ranking [1][2] Shareholder Information - As of March 31, 2025, the number of shareholders is 17,040, a decrease of 590 from the previous count [1] - The average market value of shares held by each shareholder is 352,800 yuan, with an average holding of 27,600 shares [1]

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Tongjing Life, which closed at 14.12 yuan with a PE ratio of 58.28, marking a new low in 30 days, and a total market capitalization of 2.302 billion yuan [1] - The company operates in the in vitro diagnostic products sector, focusing on research, production, and sales of its own brand products, including diagnostic reagents and instruments [1] - The latest financial results for Q1 2025 show a revenue of 74.8931 million yuan, a year-on-year decrease of 19.53%, while net profit increased by 110.51% to 471,700 yuan, with a gross margin of 63.66% [1] Group 2 - In terms of industry comparison, the average PE ratio for the medical device sector is 49.51, with a median of 36.17, positioning Tongjing Life at the 92nd rank within the industry [2] - The company has actively engaged in various health-themed public welfare activities and has received multiple awards for its social responsibility efforts, including the "Social Public Welfare Award" from the China Cancer Foundation [1]

Core Viewpoint - The company faced significant revenue decline in 2024 due to market environment changes and centralized procurement policies, impacting its financial performance and product sales [1][2]. Financial Performance - In 2024, the company reported total revenue of 437 million yuan, a decrease of 19.53% year-on-year, with a net profit attributable to shareholders of 35 million yuan, down 61.37% [1]. - For Q4 2024, revenue was 116 million yuan, a decline of 18.19%, and net profit attributable to shareholders was 10 million yuan, down 78.19% [1]. - In Q1 2025, revenue was 75 million yuan, a decrease of 19.53%, but the company achieved a net profit of 470,000 yuan, marking a return to profitability [1]. Market Impact - The implementation of centralized procurement led to a significant drop in revenue from HPV products, which saw a year-on-year decline of 31.38% [2]. - Revenue from third-party testing clients decreased by 51.17% due to price sensitivity, while direct sales to third-party and screening clients fell by 31.76% [2]. - Revenue from hospital clients, which are less affected by centralized procurement, declined by 13.70%, indicating a more stable revenue stream compared to other client segments [2]. R&D and Strategic Initiatives - The company increased its R&D expenditure to 15.05% of revenue, focusing on over 70 projects across various technology platforms [3]. - Clinical research for cervical cancer screening and expansion of methylation detection sample types were completed in 2024 [3]. - The company entered the fungal detection field through acquisitions and invested in dry eye disease and AI sectors, enhancing its innovation pipeline [3]. Future Outlook - The company anticipates continued pressure in Q1 2025 due to industry policies and reduced HPV usage among price-sensitive clients [3]. - Projected net profits for 2025-2027 are estimated at 40 million, 50 million, and 60 million yuan, reflecting year-on-year growth rates of 5.7%, 27.2%, and 32.9% respectively [3]. - The company's reasonable market value is estimated at 2.6 billion yuan, with a target price of 16 yuan per share, maintaining a "recommended" rating [3].

Investment Rating - The report maintains a "Recommendation" rating for the company, with a target price of 16 yuan [2][8]. Core Views - The company's performance is under pressure, with a significant decline in revenue and net profit for 2024. The total revenue for 2024 is reported at 437 million yuan, down 19.53% year-on-year, and the net profit attributable to the parent company is 34 million yuan, down 61.4% [2][4]. - The company is focusing on self-research and acquisitions to enrich its product pipeline, with a research and development expense ratio of 15.05% in 2024. The company has completed clinical research for cervical cancer screening and expanded its methylation detection sample types [2][8]. - The first quarter of 2025 continues to show pressure, with revenue of 75 million yuan, down 19.53% year-on-year, but the company managed to turn a profit with a net profit of 470,000 yuan [2][4]. Financial Summary - For 2024, the total revenue is 437 million yuan, with a year-on-year growth rate of -19.5%. The net profit attributable to the parent company is 34 million yuan, with a year-on-year growth rate of -61.4% [4]. - The projected financials for 2025 to 2027 show a gradual recovery, with net profits expected to grow to 36 million yuan in 2025, 46 million yuan in 2026, and 62 million yuan in 2027, reflecting growth rates of 5.7%, 27.2%, and 32.9% respectively [4][8]. - The company's earnings per share (EPS) is projected to be 0.21 yuan in 2024, increasing to 0.22 yuan in 2025, 0.28 yuan in 2026, and 0.38 yuan in 2027 [4][8].