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49.56倍，行业中值36.18倍，新产业排名 第55位。 6月16日，新产业今日收盘58.2元，下跌3.80%，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24.86倍，总市值457.29亿元。 深圳市新产业生物医学工程股份有限公司的主营业务是体外诊断领域产品的研发、生产销售及客户服 务。公司的主要产品是诊断仪器、诊断试剂。公司荣获2024年度中国医疗设备"民族品牌金奖"、"产品 线第一名"的荣誉，尤其是在三级医院的综合满意度、意向复购率、净推荐值、培训体系满意度均排名 第一，体现了客户对公司服务的充分认可。 最新一期业绩显示，2025年一季报，公司实现营业收入11.25亿元，同比10.12%；净利润4.38亿元，同 比2.65%，销售毛利率68.01%。 资金流向方面，6月16日，新产业主力资金净流出2348.82万元，近5日总体呈流出状态，5日共流出 14726.98万元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13新产业24.8625.015.08457.29亿行业平均 49.5647.474.64106.50亿行业 ...

证券代码：300832 证券简称：新产业 公告编号：2025-051 深圳市新产业生物医学工程股份有限公司 关于控股股东部分股份办理质押及解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市新产业生物医学工程股份有限公司（以下简称"公司"）于近日收到 公司控股股东西藏新产业投资管理有限公司（以下简称"西藏新产业"）的函告， 获悉其所持有的公司 828 万股股份办理了质押手续；另，西藏新产业已质押给华 泰证券股份有限公司的其所持有的公司 700 万股（含补充质押 90 万股）股份办 理了解除质押手续。具体事项如下： 1 股东 名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质 押股份 数量 （万股） 占其所 持股份 比例 占公司 总股本 比例 是否 为限 售股 是否 为补 充质 押 质押 起始日 质押 到期日 质权人 质押 用途 西藏 新产业 是 828.00 3.9209% 1.0538% 否 否 2025 年 6 月 12 日 2026 年 6 月 12 日 华泰证券 股份有限 公司 偿还 负债 一、 公司控股股东部分股份办理质 ...

Investment Rating - The report maintains a strong confidence in the pharmaceutical sector's potential for a reversal in 2025, highlighting innovative drugs and left-side sector recovery as the main investment opportunities [4][44]. Core Insights - The innovative drug sector remains in a high prosperity state, with significant collaborations continuing to emerge. The upcoming 85th American Diabetes Association (ADA) Scientific Sessions in June 2025 is expected to provide important clinical and research updates from endocrine and metabolic drug companies, suggesting investment opportunities in this area [11][44]. - The report emphasizes the increasing approval and quality of new drugs in China, indicating a recovery in the innovative drug sector that has been undervalued for several years. The global recognition of China's technological capabilities is also drawing renewed attention from capital markets towards domestic pharmaceutical companies [27][44]. - The report suggests focusing on leading companies with international expansion and innovation progress, such as Heng Rui Medicine, BeiGene, Innovent Biologics, and others, as well as ADC leaders like Keren Pharmaceutical and Bai Li Tianheng [27][44]. Summary by Sections Pharmaceutical Sector - UroGen Pharma's FDA approval of Zusduri, the first and only drug for treating recurrent low-grade intermediate-risk non-muscle invasive bladder cancer, marks a significant breakthrough in drug delivery systems [20][21]. - The report highlights the progress in chronic disease metabolism, with Eli Lilly's oral Lp(a) lowering drug being considered for breakthrough therapy designation, indicating a growing pipeline of innovative treatments [23][27]. - Merck's oral PCSK9 inhibitor Enlicitide has shown positive results in Phase III trials, representing a significant advancement in cholesterol management therapies [28][29]. Medical Devices - The launch of the MAGLUMI X10, a high-speed automated chemiluminescence immunoassay analyzer, reflects the increasing demand for innovative medical devices in China [33][35]. - The investment by Xianjian Technology in Jianhu Medical to develop electrophysiology products indicates a strategic move to enhance capabilities in high-end medical devices [36][38]. Medical Services - The successful initiation of China's first invasive brain-computer interface clinical trial signifies a major advancement in medical technology, with potential applications for improving the quality of life for patients with spinal cord injuries and amputations [39][40]. - The report anticipates rapid growth in related industries, including high-end imaging equipment and surgical robots, driven by technological advancements and policy support [40]. Traditional Chinese Medicine - The approval of Fangsheng Pharmaceutical's innovative traditional Chinese medicine product marks a significant step in the development of new drugs in this sector, with an expected increase in new drug applications in the coming years [41][43].

Group 1 - Shantou Science City is being developed as a core platform for innovation-driven development and high-quality growth, aiming to become a technological innovation hub in Eastern Guangdong [1][2] - The overall development plan for Shantou Science City has been approved, leading to accelerated construction, with a focus on a spatial layout of "one axis, two belts, four districts, and four corridors" [2][3] - The innovation base within Shantou Science City will cover 1,400 acres with a total investment exceeding 10 billion, integrating smart manufacturing, innovation research and development, and pilot testing [2] Group 2 - The establishment of high-level research platforms, such as the P3 laboratory and various joint laboratories, is ongoing, with over 1,000 fabric production enterprises in Shantou focusing on nylon fabric [3][4] - A new dyeing agent developed by a local team reduces the amount needed by 20% while improving fabric softness and color retention, which is expected to enhance the local textile industry [4] - The biopolymer pilot base, led by a prominent virologist, focuses on vaccine and monoclonal antibody drug development, facilitating the industrial transformation of scientific research outcomes [5][6] Group 3 - Innovative practices are emerging in Shantou Science City, including the development of an ultrasonic micro-reactor that significantly enhances production capacity for nanomaterials [6] - The Shantou High-tech Zone is committed to optimizing the business environment, implementing a full-process "agency system" to support enterprises in various operational challenges [6][7] - By 2025, the Shantou High-tech Zone aims to strengthen its industrial base and support innovation-driven development through major industrial projects [7]

Group 1 - The conference focused on supporting the high-quality development of strategic emerging industries and future industries in Beijing, with the establishment of specialized committees for artificial intelligence, healthcare, embodied intelligence, and new energy materials [1][2] - The Vice Chairman of the All-China Federation of Industry and Commerce emphasized the importance of integrating technological and industrial innovation, and creating a collaborative system to support the high-quality development of the private economy in Beijing [1] - The Chairman of Beijing Municipal Political Consultative Conference highlighted the need to leverage the resources of the Federation to promote the coordinated development of industrial chains and financial systems, and to enhance innovation-driven mechanisms [1][2] Group 2 - The Beijing Federation of Industry and Commerce aims to implement four major projects: ideological guidance, mutual promotion, problem-solving for enterprises, and empowerment to enhance the integration of emerging and future industries [2] - The Federation will actively seek funding, projects, talent, and support for activities to create a collaborative effort in supporting services for industries [2]

证券代码：300832 证券简称：新产业 公告编号：2025-050 深圳市新产业生物医学工程股份有限公司 关于持股 5%以上股东持股变动比例触及 1%整数倍 暨减持计划实施完成的公告 持股 5%以上的股东天津红杉聚业股权投资合伙企业（有限合伙）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本公告内容与信息披露义务人提供的信息一 致。 深圳市新产业生物医学工程股份有限公司（以下简称"公司"）于 2025 年 3 月 10 日披露了《关于持股 5%以上股东股份减持计划的预披露公告》（公告编号： 2025-010，以下简称"减持计划"）。公司持股 5%以上的股东天津红杉聚业股权 投资合伙企业（有限合伙）（以下简称"红杉聚业"）计划通过大宗交易方式减 持公司股份的数量不超过公司总股本的 1%（对应的公司股份数量为不超过 7,857,187 股）。若公司在本减持计划实施期间发生送股、资本公积转增股本、配 股等变动事项，减持数量进行相应调整。 公司于近日收到红杉聚业出具的《关于新产业股份减持计划实施完毕的告知 函》《关于新产业股份权益变动情况的告知函》，红 ...

证券代码：300832 证券简称：新产业 公告编号：2025-049 深圳市新产业生物医学工程股份有限公司 关于公司获得发明专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 发明人：尹力、汤俊辉、朱亮、王逸贤、郑晓林、何国耀、肖豪 专利申请日：2023年12月06日 授权公告日：2025年05月26日 上述专利保护技术为公司自主研发，本发明应用于全自动核酸检测分析系统 Molecision R8，提供了一种待测物处理装置，该装置通过抓取部和转移件的协同 配合，实现提取板在三维空间上的高效转移，最大程度减小了处理装置的空间体 积。 本次取得的发明专利不会对公司目前的经营状况产生重大影响，但有利于完 善公司知识产权体系，进一步提升公司软实力。 特此公告。 深圳市新产业生物医学工程股份有限公司（以下简称"公司"）于近日收到 日本特许厅颁发的1项《发明专利证书》，现将本次取得的发明专利具体情况公 告如下： 发明名称：待测物处理装置及具有其的核酸检测一体机 日本专利号：特许第7688102号 专利权人：深圳市新产业生物医学工程股份有限公司 深圳市新产业生物 ...

Core Viewpoint - The company has received a medical device registration certificate for its fully automated chemiluminescence immunoassay analyzer, indicating a significant advancement in its product offerings in the medical device sector [1] Group 1: Product Details - The product is named MAGLUMI X10 and is classified as a Class II medical device [1] - The registration certificate number is 粤械注准20252220811, with a validity period from June 10, 2025, to June 9, 2030 [1] - The analyzer utilizes a direct chemiluminescence method based on luminol derivatives, designed for qualitative or quantitative detection of analytes in human-derived samples such as serum, plasma, urine, and whole blood [1]

证券代码：300832 证券简称：新产业 公告编号：2025-048 深圳市新产业生物医学工程股份有限公司 关于获得医疗器械注册证的公告 1 产品名称 及型号 注册 分类 注册证编号 注册证有效期 适用范围 全自动化学发光 免疫分析仪（型 号：MAGLUMI X10） II类 粤械注准 20252220811 2025 年 06 月 10 日至 2030 年 06 月 09 日 该产品采用基于异鲁米诺衍 生物的直接化学发光法，与配 套的检测试剂共同使用，在临 床上用于对来源于人体的血 清、血浆、尿液和全血样本中 的被分析物进行定性或定量 检测，包括激素、肿瘤相关抗 原、蛋白质及多肽、肝病、心 肌疾病、免疫功能、自身抗体、 感染性疾病、维生素与血药浓 度、其它酶类、出凝血、人尿 微量白蛋白、人免疫球蛋白E、 降钙素原。 一、医疗器械注册证的具体情况 取得《医疗器械注册证》，涵盖肿瘤标志物、甲状腺、传染病、心血管及心肌 标志物等大类，可以满足临床日常化学发光检验需求。上述医疗器械注册证的 取得，丰富了公司化学发光免疫分析仪器产品线，将对公司发展具有正面影响， 但对近期的生产经营和业绩不会产生重大影响，敬请投资者给 ...

Group 1 - Medical device sector shows strong performance with ETF fund (159797) experiencing significant trading volume and net inflow of funds [1] - Recent policy document issued on June 9 aims to improve healthcare resources and insurance mechanisms, which is seen as a major driver for pharmaceutical companies [3] - Citic Securities predicts a trend of low-to-high earnings growth in the medical device sector, with significant improvements expected in the second half of the year [4] Group 2 - Structural investment opportunities exist within the medical device sector, with certain companies expected to achieve high growth in Q2 and Q3 [5] - The easing of US-China tariffs is beneficial for medical device companies, potentially lowering production costs and expanding overseas market share [6] - The medical device ETF fund (159797) covers core areas such as medical equipment and in vitro diagnostics, with top ten weighted stocks accounting for 46.78% [6][7]