8月7日，英科医疗今日收盘38.42元，上涨1.53%，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15.92倍，总市值251.53亿元。 最新一期业绩显示，2025年一季报，公司实现营业收入24.94亿元，同比13.20%；净利润3.53亿元，同 比48.08%，销售毛利率24.16%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)2英科医疗15.9217.161.42251.53亿行业平均 54.7951.294.80116.92亿行业中值37.8638.002.7755.22亿1九安医疗11.1511.280.88188.19亿3新华医疗 16.1314.951.32103.38亿4振德医疗16.1915.261.0358.78亿5山东药玻16.2416.291.87153.63亿6奥美医疗 16.7216.391.7260.41亿7康德莱17.6917.711.4738.13亿8维力医疗17.7518.972.2341.62亿9九强生物 17.8316.582.1888.30亿10奥泰生物18.5619.571.5059.18亿11鱼跃医疗20.0419.652.71354. ...

8月7日早盘，医疗板块涨势又起，A股最大医疗ETF（512170）盘初冲高2%，成交额快速突破4亿元。 成份股方面，医疗器械概念股领涨，福瑞股份一度涨近8%，华大智造、英科医疗涨超6%。CXO概念普 跌，药明康德、昭衍新药跌逾1%。 | | | 分时 多日 1分 5分 15分 30分 60分 · | | | | | F9 盘前盘后 露加 九粒 画纸 工具 @ 0 | | 医疗ETF ① | | 512170 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 512170(医疗ETF) 10:10 价 0.372 涨跌 0.004(1.09%) 均价 0.372 服交量 9404 IOPV | | | | | | | | 087 | | | | | | | | 1.98% | 0.372 | | +0.004 +1.09% | | | | | | | | | | | | SSE CNY 10:10:58 文易中 | 通的方面开 | | 0.372 | | | | | | | | 0.99 ...

Company Overview - Yingke Medical's main business includes medical protection, rehabilitation care, and health therapy, with key products such as disposable gloves, wheelchairs, and hot/cold packs [1] - The company's products are widely used in medical institutions, elderly care, and food processing industries [1] Stock Performance - On August 5, Yingke Medical's stock price showed a downward trend, closing at 37.70 yuan, down 1.10 yuan from the previous trading day [1] - The stock reached a high of 39.35 yuan and a low of 37.20 yuan during the day, with an overall fluctuation of 5.54% [1] - The trading volume was 313,184 hands, with a total transaction amount of 1.2 billion yuan, resulting in a turnover rate of 6.74% [1] Market Activity - On the morning of August 5, Yingke Medical experienced a rapid decline, with a drop of over 2% within five minutes [1] - By 9:44 AM, the stock price was reported at 38.26 yuan, with a transaction volume of 247 million yuan during that period [1] Capital Flow - On August 5, the net inflow of main funds into Yingke Medical was 9.4672 million yuan, with a cumulative net inflow of 25.6825 million yuan over the past five trading days [2]

Summary of Key Points from Medical Device Industry and Companies Industry Overview - The medical device sector has faced challenges due to centralized procurement and anti-corruption measures, leading to concerns about earnings certainty. However, with policy optimization and growth in international business, opportunities are increasing within the sector [1][2] - The medical device index has rebounded by 12% since the beginning of the year, following a period of decline due to significant events and policy factors [2] Company Performance and Outlook - **Mindray Medical**: Experienced revenue and profit pressure due to delayed domestic equipment tenders, but is expected to see a performance turnaround in Q3. The company has significant international growth potential [3][11] - **MicroPort Medical**: Currently has a low valuation, with a projected valuation of only 11 times earnings next year. The company is expected to benefit from the approval of its coronary stent application in the U.S. and potential domestic approval [5] - **Sino Medical**: Recent approval of its intracranial self-expanding drug stent is expected to drive growth, with strong clinical results anticipated to facilitate commercialization [19] - **HuiTai Medical**: In the electrophysiology sector, the company is expected to see rapid growth due to innovative products like PFA ablation catheters, which are anticipated to gain market traction [14][13] Sector-Specific Insights - **High-Value Consumables**: The sector is seeing valuation recovery and improved earnings certainty due to policy optimization. Surgical volumes are expected to grow steadily, with specific segments like electrophysiology and peripheral nerve intervention showing high growth potential [7][8] - **IVD Sector**: The IVD industry is facing challenges from price adjustments in testing services, but companies with strong innovation capabilities and international expansion potential are still expected to grow [9][28] Investment Opportunities - Companies like **Xinmai Medical** and **Nanwei Medical** have shown significant stock price increases, with some companies in the medical device sector experiencing substantial gains [4] - Low-valuation growth potential stocks such as **Chunli Medical** and **Yingke Medical** have seen price increases of up to 60% since Q2 [4][5] - The orthopedic sector is stabilizing, with companies like **Chunli** and **Aikang** showing potential for international market expansion [12] Future Trends - The medical device sector is expected to see a performance turnaround starting in Q3, driven by improved tender data and reduced channel inventory pressure [6][10] - The overall medical industry is projected to face volume and price pressures in the first half of 2025, but improvements are expected in the second half, potentially leading to a growth inflection point by year-end [10] Conclusion - The medical device industry is on the cusp of recovery, with several companies poised for growth due to policy changes and international expansion. Investors are encouraged to focus on undervalued companies with strong growth potential, particularly in high-value consumables and innovative medical technologies [29]

8月4日，沪深两融数据显示，英科医疗获融资买入额1.68亿元，居两市第152位，当日融资偿还额1.70亿 元，净卖出147.07万元。 最近三个交易日，31日-4日，英科医疗分别获融资买入1.28亿元、1.68亿元、1.68亿元。 融券方面，当日融券卖出1.59万股，净卖出0.95万股。 来源：金融界 ...

证券代码：300677 证券简称：英科医疗 公告编号：2025-112 债券代码：123029 债券简称：英科转债 英科医疗科技股份有限公司 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。 特别提示： 利息）； 的条件，将"英科转债"转换为公司股票，目前转股价格为人民币 3.42 元/股； 强制赎回；本次赎回完成后， "英科转债"将在深圳证券交易所摘牌。 特此提醒"英科转债"持有人注意在转股期内转股。 根据《深圳证券交易所创业板股票上市规则》等相关规定和《山 东英科医疗用品股份有限公司创业板公开发行可转换公司债券募集 说明书》（以下简称"《募集说明书》"）的有关约定，英科转债自 年 2 月 24 日至 2025 年 8 月 15 日。 二、"英科转债"到期赎回及兑付方案 根据《募集说明书》的约定，在本次发行的可转换公司债券期满 后五个交易日内，公司将以本次可转债票面面值的 128%（含最后一 期利息）的价格向投资者赎回全部未转股的可转换公司债券。 到期合计兑付 128 元人民币/张（含最后一期利息） "英科转债" 。 三、"英科转债"即将到期及停止交易相关事项 ...

金融界8月4日消息，上证指数低开高走，中证申万新兴健康产业主题投资指数 (CSSW健康，930629)上 涨0.36%，报6152.61点，成交额623.86亿元。 从中证申万新兴健康产业主题投资指数持仓样本的行业来看，医药卫生占比91.10%、金融占比4.83%、 信息技术占比3.68%、主要消费占比0.39%。 资料显示，指数样本每季度调整一次，样本调整实施时间分别为每年3月、6月、9月和12月的第二个星 期五的下一交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在 下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将 其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 数据统计显示，中证申万新兴健康产业主题投资指数近一个月上涨8.80%，近三个月上涨15.78%，年至 今上涨16.04%。 来源：金融界 据了解，中证申万新兴健康产业主题投资指数分别从涉及医药健康、医疗健康以及健康服务业务的上市 公司中选取20、30以及50只证券作为样本，以反映新兴健康产业相关上市公司的整体表现。该指数以 2008年1 ...

Company Overview - Inke Medical's closing price on August 4 was 38.8 yuan, up 4.08%, with a rolling PE ratio of 16.08, marking a new low in 797 days, and a total market capitalization of 25.401 billion yuan [1] - The company specializes in the research, production, and sales of high-performance personal protective products, including disposable nitrile gloves, PVC gloves, PE gloves, isolation gowns, masks, and various medical equipment [1] Financial Performance - For Q1 2025, Inke Medical reported revenue of 2.494 billion yuan, a year-on-year increase of 13.20%, and a net profit of 353 million yuan, up 48.08%, with a gross profit margin of 24.16% [1] Shareholder Information - As of March 31, 2025, Inke Medical had 61,786 shareholders, an increase of 1,641 from the previous count, with an average holding value of 352,800 yuan and an average holding of 27,600 shares per shareholder [1] Industry Comparison - Inke Medical's PE ratio of 16.08 ranks it 34th in the medical device industry, where the average PE ratio is 54.32 and the median is 38.11 [2]

风险提示：股市有风险，投资需谨慎。 来源:金融界 从资金流向来看，英科医疗8月4日主力资金净流出1215.11万元，近五个交易日累计净流出3050.90万 元。盘中该股曾出现快速波动，分别在13点35分和13点54分出现超过2%的快速反弹和回调。 英科医疗8月4日收盘报38.80元，较前一交易日上涨1.52元。该股当日开盘价为36.60元，最高触及39.18 元，最低下探35.35元，全天振幅达10.27%。成交量为390511手，成交金额14.41亿元。 英科医疗主营业务涵盖医疗防护、康复护理、保健理疗等领域，主要产品包括一次性手套、轮椅等医疗 耗材。公司产品广泛应用于医疗机构、养老护理等场景。 ...

特别提示： 1、"英科转债"到期日：2025 年 8 月 15 日； 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。 | 证券代码：300677 | 证券简称：英科医疗 | 公告编号：2025-112 | | --- | --- | --- | | 债券代码：123029 | 债券简称：英科转债 | | 英科医疗科技股份有限公司 关于英科转债即将到期暨赎回的第六次提示性公告 2、"英科转债"到期兑付价格：128 元人民币/张（含最后一期 利息）； 3、"英科转债"最后转股日：2025 年 8 月 15 日； 4、"英科转债"最后交易日为 2021 年 6 月 28 日，已于 2021 年 6 月 29 日停止交易。在停止交易后、转股期结束前（即 2021 年 6 月 29 日至 2025 年 8 月 15 日），"英科转债"持有人仍可以依据约定 的条件，将"英科转债"转换为公司股票，目前转股价格为人民币 3.42 元/股； 5、截至 2025 年 8 月 15 日收市后仍未转股的"英科转债"将被 强制赎回；本次赎回完成后，"英科转债"将在深圳证券交易所摘牌。 ...