Group 1 - The core viewpoint of the news is that WuXi AppTec's stock price has reached a new low in 17 days, with a closing price of 58.09 yuan and a rolling PE ratio of 17.75 times, significantly lower than the industry average [1] - As of the first quarter of 2025, a total of 383 institutions hold shares in WuXi AppTec, with 378 being funds, totaling 1,109,788,100 shares and a market value of 74.711 billion yuan [1] - WuXi AppTec's main business is providing integrated, end-to-end drug research and development services for the global pharmaceutical and life sciences industry, with key products including chemical, testing, and biological services [1] Group 2 - In the first quarter of 2025, WuXi AppTec reported a revenue of 9.655 billion yuan, representing a year-on-year increase of 20.96%, and a net profit of 3.672 billion yuan, reflecting a year-on-year increase of 89.06%, with a gross profit margin of 42.26% [1] - The average PE ratio for the medical services industry is 40.74 times, with a median of 42.36 times, placing WuXi AppTec at the 17th position in the industry ranking [2] - The total market capitalization of WuXi AppTec is 167.763 billion yuan [2]

Core Viewpoint - The company CIMC Vehicles has experienced a decline in stock price and profitability, with a current PE ratio significantly lower than the industry average, indicating potential undervaluation in the market [1][2]. Company Summary - CIMC Vehicles closed at 8.07 yuan, down 6.27%, with a rolling PE ratio of 15.14 times and a total market capitalization of 15.124 billion yuan [1]. - The company operates in the semi-trailer and special vehicle manufacturing sector, producing products such as ordinary semi-trailers, tankers, and refrigerated vehicles [1]. - CIMC Vehicles has established several well-known brands, including "Tonghua," "Huajun," and "Vanguard" in North America, and "SDC" and "LAG" in Europe [1]. Financial Performance - For the first quarter of 2025, CIMC Vehicles reported revenue of 4.591 billion yuan, a year-on-year decrease of 10.91%, and a net profit of 179 million yuan, down 32.59% [1]. - The company's gross profit margin stood at 14.30% [1]. Industry Comparison - The average PE ratio for the automotive manufacturing industry is 29.49 times, with a median of 23.29 times, positioning CIMC Vehicles at the 11th rank within the industry [2]. - As of the first quarter of 2025, 26 institutions held shares in CIMC Vehicles, with a total holding of 95.787 million shares valued at 8.659 billion yuan [1].

序号股票简称PE(TTM)PE(静)市净率总市值(元)16通源石油42.5340.081.6022.30亿行业平均 26.0529.872.85135.04亿行业中值34.9535.062.8744.98亿1贝肯能源-2967.47382.742.4216.54亿2海默科 技-139.55101.523.1833.01亿3潜能恒信-95.37-95.374.6650.37亿4准油股份-67.34-87.4326.5913.76亿5惠博 普-39.5129.261.2730.81亿6新锦动力-37.15-13.96-10.0223.14亿7中曼石油10.0310.031.8272.77亿8海油工程 10.7611.090.89239.64亿9海油发展10.8711.151.47407.62亿10金诚信13.7615.042.56238.28亿11中海油服 18.7820.291.42636.53亿 来源：金融界 通源石油科技集团股份有限公司的主营业务是公司致力于为油气田开发提供全方位的解决方案和技术服 务。公司的主要产品是射孔销售及服务项目、其他油田服务。 最新一期业绩显示，2025年一季报，公司实现营业收入2 ...

Group 1 - The core viewpoint of the news highlights the financial performance and market position of Aomei Medical, indicating a decline in stock price and a low PE ratio compared to the industry average [1][2] - As of April 28, Aomei Medical's stock closed at 7.98 yuan, down 6.34%, with a rolling PE ratio of 13.99 times and a total market capitalization of 5.053 billion yuan [1] - The average PE ratio for the medical device industry is 46.40 times, with a median of 34.81 times, placing Aomei Medical at the 32nd position in the industry ranking [1][3] Group 2 - Aomei Medical specializes in the research, production, and sales of medical consumables and disposable medical devices, with key products including gauze, non-woven fabrics, and wound dressings [2] - The company is recognized as a leading manufacturer and exporter in China's medical dressing industry, boasting a complete industrial chain and high automation levels [2] - Recent achievements include being listed in the "Top 100 Private Manufacturing Enterprises in Hubei" and the "Top 100 Pharmaceutical Industries in China" by the Ministry of Industry and Information Technology, with an improvement of 8 places in the latter ranking [2]

宏观经济 | 证券研究报告 — 总量周报 2025 年 4 月 28 日 周度金融市场跟踪 本周 A 股继续震荡小幅走强，债市震荡偏弱 （ 4 月 21 日 -4 月 25 日） 股票方面， A 股本周继续维持震荡，小盘股走势相对较强，大盘股相对较弱。全周 累计看，上证 50 下跌 0.3%，沪深 300 上涨 0.4%，中证 500 上涨 1.2%，中证 1000 上涨 1.8%，中证 2000 上涨 2.7%。港股恒生指数上涨 2.7%，恒生科技指数上涨 2.0%。 行业方面，本周 31 个一级行业指数 7 个下跌，24 个上涨，汽车、美容和基础化工 3 个行业领涨，食品饮料和房地产领跌。周内看，受上周五（4 月 18 日）国务院常务 会议利好影响，周一（4 月 21 日）市场走强，当天超 4350 家公司上涨，超 110 家公 司涨停。周二至周五市场维持震荡走势，波动较小。本周美股主要指数大幅反弹，标 普 500 上涨 4.6%，纳斯达克 100 上涨 6.4%，涨幅超过了上周跌幅。本周一美股受特 朗普要罢免鲍威尔言论影响再次下跌，但之后随着特朗普明确表示不会解雇鲍威尔开 始反弹，在周二到周四连涨 4 ...

4月28日，东华能源今日收盘8.41元，下跌2.89%，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29.86倍，总市值132.55亿元。 从行业市盈率排名来看，公司所处的石油行业行业市盈率平均12.36倍，行业中值25.88倍，东华能源排 名第15位。 资金流向方面，4月28日，东华能源主力资金净流出350.31万元，近5日总体呈流出状态，5日共流出 796.73万元。 东华能源股份有限公司的主营业务是公司需遵守《深圳证券交易所上市公司自律监管指引第3号——行 业信息披露》中化工行业的披露要求公司的主要产品是聚丙烯。 最新一期业绩显示，2024年年报，公司实现营业收入309.38亿元，同比14.06%；净利润4.44亿元，同比 194.92%，销售毛利率4.28%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)15东华能源29.8629.861.19132.55亿行业平均 12.3611.301.211686.39亿行业中值25.8829.671.5651.94亿1沈阳化工-23.56-16.631.9827.95亿2中晟高 科-11.72-11.726.5219.96亿3茂化实华 ...

Company Overview - Yuyue Medical's stock closed at 34.43 yuan, up 3.67%, with a rolling PE ratio of 19.49 times and a total market capitalization of 34.515 billion yuan [1] - The company ranks 46th in the medical device industry, which has an average PE ratio of 46.40 times and a median of 34.81 times [1] - As of April 10, 2025, Yuyue Medical had 40,000 shareholders, a decrease of 9,184 from the previous count, with an average holding value of 352,800 yuan and an average holding of 27,600 shares per shareholder [1] Business Operations - Yuyue Medical specializes in the research, manufacturing, and sales of medical device products, providing related solutions [1] - The company's product focus includes respiratory oxygen, diabetes care, infection control solutions, home electronic testing, in vitro diagnostics, emergency and clinical equipment, and rehabilitation devices [1] - Major brands under Yuyue Medical include "Yuyue," "Jiefurou," "Huatuo," "Jinzhong," "An'er iodine," "Primedic," and "Liuliu Vision," with the Yuyue brand being well-recognized [1] Financial Performance - In the first quarter of 2025, Yuyue Medical reported revenue of 2.436 billion yuan, a year-on-year increase of 9.17%, while net profit was 625 million yuan, reflecting a year-on-year decrease of 5.26% [2] - The company's gross profit margin stood at 50.30% [2]

资金流向方面，4月28日，弘业期货主力资金净流入54.79万元，近5日总体呈流出状态，5日共流出 758.63万元。 弘业期货股份有限公司的主营业务是商品期货经纪、金融期货经纪、期货投资咨询、资产管理、基金销 售。公司的主要产品是期货经纪业务、资产管理业务、基金销售业务、期货投资咨询业务、风险管理业 务、境外金融服务业务、金融资产投资业务。公司荣获上期所橡胶项目二等奖、上期所"强源助企—— 提高期权成交量活动"三等奖。 最新一期业绩显示，2025年一季报，公司实现营业收入6.43亿元，同比259.09%；净利润120.32万元， 同比109.07%。 4月28日，弘业期货今日收盘8.19元，下跌2.62%，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186.33倍，总市值82.54亿元。 从行业市盈率排名来看，公司所处的多元金融行业市盈率平均67.24倍，行业中值20.65倍，弘业期货排 名第21位。 序号股票简称PE(TTM)PE(静)市净率总市值(元)21弘业期货186.33276.734.3982.54亿行业平均 67.2435.502.65194.97亿行业中值20.6520.651. ...

长按即可参与 风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： 张翼轸 来源：雪球 金融市场的海洋上 ， 永远不缺新的风暴 。2025 年的这一场 ， 似乎格外的 " 狂暴 " 。 回顾过去几十年 ， 全球股民被灌输了一种深刻而普遍的信念 ， 即 市场是可以被合理预测的 ， 股票的价值 可以透过清晰且精准的基本面分析被掌握 。 华尔街的精英们 ， 每年花费无数个夜晚和无数杯咖啡 ， 聚精会神地盯着那些财务报表 ， 期望从每个企业 的现金流中看出未来数十年的轨迹 。 然而这套思维逻辑 ， 建立在全球化 、 自由贸易和稳定的国际秩序基础之上 。 当2025年的春天 ， 当我们 看到了245%的关税税率之时 ， 我们不得不面对一个骤变的可能 ： 这个基石已然不再牢靠 。 是的 ， 基本面分析依赖于一个隐秘的前提 ： 我们预测企业的未来时 ， 默认全球贸易自由畅通 ， 资本流 动不会受到严重阻碍 ， 地缘政治的稳定不会受到根本性破坏 。 然而 ， 今天这些曾被视作理所当然的假设 ， 变得比任何时候都更脆弱 、 更不确定 。 基本面分析正在陷入两重尴尬 ： 第一重尴尬是 ， ...

市盈率的第三种情况是寡头垄断型 、 低增长 、 成熟工业制造业的市盈率 ， 这种市盈率都是比较 低的 ， 因为它未来利润增长缓慢 ， 已经到了成熟期 ， 所以可以把它当做一种债券或者分红股来 投资 。 最典型的就是格力电器 ， 格力电器早年的时候 ， 它的行业市占率很低 ， 比如说格力电 器从 2000 年到 2005 年 ， 它的市值一直不涨 ， 一直是 50 亿的市值 ， 当时格力电器有将近 200 亿的营收 ， 它的净利率很低 ， 只有 2% 、 3% ， 那 200 亿的营收呢 ， 只有 5 个亿的利润 ， 5 亿利润 ， 50 亿市值是当年估值最低点 。 格力电器从 2005 年开始之后 ， 一系列的改革措 施 ， 降本增效 ， 提高净利率 ， 盈利能力 、 毛利率都极大增加 ， 导致格力电器的利润从 4 个 亿涨到今天的 400 多亿 ， 涨了 100 倍 ， 市值也涨了 100 倍 ， 由 50 亿涨到 4000 多亿 。 格 力电器最好的投资机会应该是 2005 年前后 ， 当时行业市占率比较低的时候 ， 投资到现在 ， 格 力电器的空调占到中国的一半左右 ， 已经进入了寡头垄断的一个格局 ， ...