聚光科技所属申万行业为：环保-环保设备Ⅱ-环保设备Ⅲ。所属概念板块包括：科学仪器、体外诊断、 医疗器械、食品安全、小盘等。 截至6月30日，聚光科技股东户数2.03万，较上期增加10.45%；人均流通股22074股，较上期减少 9.46%。2025年1月-6月，聚光科技实现营业收入12.95亿元，同比减少8.23%；归母净利润-5050.12万 元，同比减少210.86%。 10月21日，聚光科技盘中上涨2.22%，截至14:29，报17.96元/股，成交1.19亿元，换手率1.51%，总市值 80.59亿元。 资金流向方面，主力资金净流出590.80万元，特大单买入415.00万元，占比3.49%，卖出694.65万元，占 比5.84%；大单买入1860.21万元，占比15.64%，卖出2171.36万元，占比18.25%。 聚光科技今年以来股价涨19.89%，近5个交易日跌1.21%，近20日跌3.85%，近60日跌3.23%。 今年以来聚光科技已经1次登上龙虎榜，最近一次登上龙虎榜为4月9日。 资料显示，聚光科技(杭州)股份有限公司位于浙江省杭州市滨江区阡陌路459号，成立日期2002年1月4 日，上市 ...

10月20日，聚光科技盘中上涨2.06%，截至13:02，报17.80元/股，成交6786.02万元，换手率0.86%，总 市值79.88亿元。 资金流向方面，主力资金净流入37.80万元，特大单买入169.53万元，占比2.50%，卖出0.00元，占比 0.00%；大单买入1434.09万元，占比21.13%，卖出1565.82万元，占比23.07%。 截至6月30日，聚光科技股东户数2.03万，较上期增加10.45%；人均流通股22074股，较上期减少 9.46%。2025年1月-6月，聚光科技实现营业收入12.95亿元，同比减少8.23%；归母净利润-5050.12万 元，同比减少210.86%。 分红方面，聚光科技A股上市后累计派现6.30亿元。近三年，累计派现1.12亿元。 机构持仓方面，截止2025年6月30日，聚光科技十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1900.45万股，相比上期增加1285.30万股。诺安先锋混合A（320003）位居第五大流通股 东，持股1226.97万股，相比上期增加20.00万股。睿远成长价值混合A（007119）位居第八大流通股 东，持股84 ...

10月14日，阿拉丁盘中下跌2.02%，截至10:58，报12.63元/股，成交3539.96万元，换手率0.83%，总市 值42.01亿元。 资金流向方面，主力资金净流出337.76万元，大单买入532.81万元，占比15.05%，卖出870.57万元，占 比24.59%。 阿拉丁今年以来股价涨11.44%，近5个交易日跌3.73%，近20日跌4.17%，近60日跌7.40%。 资料显示，上海阿拉丁生化科技股份有限公司位于上海市浦东新区新金桥路36号南塔16楼，成立日期 2009年3月16日，上市日期2020年10月26日，公司主营业务涉及试剂的研发、生产及销售。主营业务收 入构成为：科研试剂96.96%，实验耗材2.15%，其他(补充)0.89%。 截至6月30日，阿拉丁股东户数1.25万，较上期增加22.88%；人均流通股26670股，较上期减少2.42%。 2025年1月-6月，阿拉丁实现营业收入2.75亿元，同比增长15.45%；归母净利润2846.35万元，同比减少 39.79%。 分红方面，阿拉丁A股上市后累计派现2.41亿元。近三年，累计派现1.50亿元。 机构持仓方面，截止2025年6月30 ...

9月29日，皖仪科技盘中下跌2.03%，截至14:13，报21.72元/股，成交2731.00万元，换手率0.92%，总市 值29.26亿元。 资金流向方面，主力资金净流入173.39万元，大单买入394.53万元，占比14.45%，卖出221.14万元，占 比8.10%。 皖仪科技今年以来股价涨62.61%，近5个交易日涨0.14%，近20日跌1.45%，近60日跌3.89%。 皖仪科技所属申万行业为：机械设备-通用设备-仪器仪表。所属概念板块包括：科学仪器、环境监测、 小盘、医疗器械、污水处理等。 截至6月30日，皖仪科技股东户数3851.00，较上期减少0.52%；人均流通股34980股，较上期增加 0.52%。2025年1月-6月，皖仪科技实现营业收入3.08亿元，同比增长3.79%；归母净利润104.71万元，同 比增长103.63%。 分红方面，皖仪科技A股上市后累计派现1.25亿元。近三年，累计派现6511.88万元。 机构持仓方面，截止2025年6月30日，皖仪科技十大流通股东中，鑫元欣享A（005262）位居第五大流 通股东，持股200.79万股，相比上期增加6.49万股。 责任编辑：小浪快 ...

Core Viewpoint - Aladdin's stock price has shown fluctuations in recent trading periods, with a current market capitalization of 4.194 billion yuan and a notable increase in share price of 11.27% year-to-date [1][2]. Financial Performance - For the first half of 2025, Aladdin achieved a revenue of 275 million yuan, reflecting a year-on-year growth of 15.45%, while the net profit attributable to shareholders decreased by 39.79% to 28.4635 million yuan [2]. - Cumulatively, Aladdin has distributed 241 million yuan in dividends since its A-share listing, with 150 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 26, Aladdin's stock rose by 2.11% to 12.61 yuan per share, with a trading volume of 13.1574 million yuan and a turnover rate of 0.32% [1]. - The net inflow of main funds was 1.6862 million yuan, with large orders accounting for 19.87% of purchases and 7.05% of sales [1]. Shareholder Structure - As of June 30, 2025, Aladdin had 12,500 shareholders, an increase of 22.88% from the previous period, with an average of 26,670 circulating shares per shareholder, a decrease of 2.42% [2]. - Among the top ten circulating shareholders, several funds have adjusted their holdings, with notable changes in the shares held by various funds [3].

Core Viewpoint - Aladdin's stock has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 34.03%, indicating volatility in its market performance [1] Company Overview - Shanghai Aladdin Biochemical Technology Co., Ltd. was established on March 16, 2009, and went public on October 26, 2020. The company specializes in the research, production, and sales of reagents [1] - The company's revenue composition includes high-end chemicals (42.21%), life sciences (32.73%), analytical chromatography (13.78%), materials science (7.55%), laboratory consumables (2.01%), and others (1.72%) [1] Financial Performance - For the period from January to March 2025, Aladdin reported a revenue of 130 million yuan, representing a year-on-year growth of 32.20%, and a net profit attributable to shareholders of 24.18 million yuan, up 41.35% year-on-year [2] - Since its A-share listing, Aladdin has distributed a total of 241 million yuan in dividends, with 150 million yuan distributed over the past three years [3] Shareholder Information - As of March 31, 2025, Aladdin had 10,100 shareholders, an increase of 6.08% from the previous period, with an average of 27,331 circulating shares per shareholder, down 5.73% [2] - Notable institutional shareholders include China Europe Medical Health Mixed A, which increased its holdings by 3.37 million shares, and new entrants like China Europe Innovation Future Mixed [3]

Core Viewpoint - The Chinese innovative drug industry is rapidly developing under policy support and globalization, with leading companies like BeiGene and HengRui Medicine making significant advancements through high R&D investments and dense pipelines [2][3]. Policy and Market Dynamics - The National Healthcare Security Administration initiated the 2025 medical insurance directory adjustment, emphasizing support for innovative drugs, which has boosted industry confidence [3]. - In the first half of 2025, the transaction amount for Chinese innovative drug BD reached $48.448 billion, highlighting accelerated globalization and international cooperation [3]. Company Performance Overview - **BeiGene**: Achieved revenue of 17.518 billion yuan, a 46% increase year-on-year, with a net profit of 450 million yuan, marking its first profitable half-year since listing. Its core product, Tislelizumab, generated sales of 2.643 billion yuan, up 20.6% [7]. - **HengRui Medicine**: Reported innovative drug sales and licensing income of 9.561 billion yuan, accounting for 60.66% of total revenue, with core innovative drug sales driving growth [8]. - **Hansoh Pharmaceutical**: Revenue reached 7.434 billion yuan, a 14.3% increase, with innovative drug sales contributing 82.7% [8]. - **Innovent Biologics**: Generated over 5.2 billion yuan in product revenue, a growth of over 35%, and completed a significant financing project [8]. - **China National Pharmaceutical Group**: Revenue of 17.57 billion yuan, with a net profit of 3.39 billion yuan, a 140.2% increase year-on-year [8]. - **East China Pharmaceutical**: Achieved revenue of 7.317 billion yuan, a 9.24% increase, with R&D investment rising significantly [9]. R&D Pipeline and Trends - The innovative drug sector is experiencing a concentrated R&D phase, with leading companies accelerating their pipeline development [10]. - **HengRui Medicine**: Six first-class innovative drugs were approved during the reporting period, with a robust pipeline including multiple drugs in various clinical stages [13]. - **BeiGene**: Continues to advance in ADC and bispecific antibodies, enhancing its international competitiveness [13]. - **Innovent Biologics**: Has 52 drugs in clinical stages, focusing on various innovative targets [13]. Role of Scientific Instrumentation - Scientific instrument manufacturers are transitioning from supporters to key enablers in the innovative drug sector, providing comprehensive technical support throughout the drug development process [3][14]. - **Waters Corporation**: Reported an 11% growth in pharmaceutical business, with a 70% increase in GLP-1 related income [15]. - **Agilent Technologies**: Increased revenue in life sciences and diagnostics, establishing strategic partnerships to enhance drug development capabilities [16]. - **Thermo Fisher Scientific**: Achieved $6 billion in laboratory product sales, exceeding market expectations, and providing comprehensive services for drug development [16]. Industry Outlook - The rapid development of new molecular types like antibodies and ADCs is creating significant challenges in quality management, fostering a deep coupling between innovative drug companies and scientific instrument manufacturers [18].

Core Viewpoint - Laibotai Technology's stock price has shown significant growth this year, with a 45.28% increase, indicating strong market performance and investor interest [2]. Company Summary - Laibotai Technology Co., Ltd. is located in the Tianzhu Airport Industrial Zone, Shunyi District, Beijing, and was established on January 8, 2002. The company went public on September 2, 2020 [2]. - The company specializes in the research and development of laboratory analytical instruments and falls under the machinery equipment sector, specifically in general equipment and instrumentation [2]. - As of March 31, 2025, Laibotai had 3,085 shareholders, an increase of 5.36% from the previous period, with an average of 21,864 circulating shares per shareholder, a decrease of 5.09% [2]. Financial Performance - For the first quarter of 2025, Laibotai reported a revenue of 99.05 million yuan, representing a year-on-year decrease of 6.09% [2]. - Since its A-share listing, Laibotai has distributed a total of 158 million yuan in dividends, with 115 million yuan distributed over the past three years [2]. Market Activity - On August 22, Laibotai's stock price increased by 2.12%, reaching 41.50 yuan per share, with a trading volume of 9.1944 million yuan and a turnover rate of 0.33%, resulting in a total market capitalization of 2.799 billion yuan [1]. - The net outflow of main funds was 26,890 yuan, with large orders buying 116.75 million yuan (12.70% of total) and selling 143.64 million yuan (15.62% of total) [1].

导读： 21 款在研产品储备技术力量！新芝生物 2024 财报透露出什么信号？ 特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 4月2 1日，新芝生物发布2 0 2 4年年报。报告显示，公司2 0 2 4年营业收入为1 . 6 8亿元，同比下降11 . 9 0%；归母净利润为4 1 6 2 . 7 7万元，同比下降 2 8 . 4 8%；扣非归母净利润为2 8 2 6 . 4 8万元，同比下降3 2 . 7 8%；基本每股收益0 . 4 7元。 报告期内，新芝生物基本每股收益为0 . 4 7元，加权平均净资产收益率为7 . 7 8%。 以4月2 1日收盘价计算，新芝生物目前市盈率（TTM）约为3 2 . 8 0倍，市净率（LF）约为2 . 6 8倍，市销率（TTM）约为8 . 2 7倍。 根据年报，新芝生物第四季度实现营业总收入5 9 3 9 . 3 5万元，同比下降0 . 2 0%，环比增长4 2 . 0 1%；归母净利润1 9 9 7 . 4 6万元，同比下降3 . 8 0%， 环比增长1 3 2 . 4 7%；扣非净利润2 5 ...