登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688053 证券简称：思科瑞 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要内容提示 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、 主要财务数据 (一) 主要会计数据和财务指标 单位：元 币种：人民币 (二) 非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 对公司将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的，以及将《公开发行证券的公司信息披露解释性公告第1号——非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目，应说明原因。 □适用 √不适用 (三) 主要会计数据、财务指标发生变动的情况、原因 持股5%以上 ...

Summary of the Conference Call for 诺思格 Company Overview - **Company**: 诺思格 - **Industry**: Clinical Research Organization (CRO) Key Financial Metrics - **Q1 2025 Non-GAAP Net Profit**: Increased by 23.26% to 20.415 million yuan [2][3] - **Total Assets**: Decreased by 2.22% to 2.284 billion yuan [3] - **Equity Attributable to Shareholders**: Increased by 1.68% to 1.863 billion yuan [3] - **Revenue**: Decreased by 2.53% to 1.000 billion yuan [3] Business Segment Performance - **Clinical Trial Operation Services**: Revenue decreased by 18.87%, accounting for 37.24% of total revenue [4] - **Clinical Trial Services**: Revenue increased by 30.43%, accounting for 34.62% of total revenue [4] - **Data Management and Statistical Analysis**: Revenue increased by 0.87%, accounting for 15.09% of total revenue [4] - **Biological Sample Testing Services**: Revenue decreased by 27.30% [4] Industry Insights - **CRO Industry Competition**: High bidding activity but declining order prices, leading to significant operational pressure [5][6] - **Funding Shortages**: Many drug development projects are stalled due to lack of funding, with most investment firms in a wait-and-see mode [6] - **Market Sentiment**: Overall industry sentiment remains pessimistic, with a lack of confidence among companies [8] Operational Challenges - **Order Volume**: Decreased by 16% in Q1, with service fees dropping by 41%, indicating significant revenue and profit pressure [9] - **Cost Control**: Limited ability to reduce costs further, with ongoing challenges in improving profit margins [19] - **Future Growth**: Uncertainty regarding growth drivers for 2025, with expectations for a prolonged recovery period [11][13] M&A Strategy - **Acquisition Plans**: Actively seeking domestic and international M&A opportunities, but facing challenges in finding suitable targets due to market conditions [7] International Business Development - **Overseas Operations**: Focused on data statistics, with a branch established in Australia, but not yet profitable [12] Profitability Outlook - **Margin Pressure**: Overall gross margin and net profit margin have slightly declined due to competitive pricing and market conditions [19] - **Future Profitability**: Significant pressure on contracts and uncertain market conditions make future profitability difficult to predict [20] Employee and Cost Management - **Employee Count**: Stable at approximately 2,200 employees, with potential adjustments based on segment needs [17] - **Cost Management Strategy**: No plans to increase personnel despite rising workload, focusing on cost control [18]

此外，报告期内公司经营活动产生的现金流量净额同比增长41.57%，主要系报告期内公司持续的利润 增长带来了良好的现金流入，确保了经营现金流的稳定与健康。 当季公司毛利率为42.26%，保持在近年来的高位。 一季报还显示，截至2025年3月末，公司持续经营业务在手订单523.3亿元，同比增长 47.1%。报告期内 来自美国客户收入63.8亿元，同比增长28.4%；来自欧洲客户收入13.0亿元，同比增长26.2%；来自中国 客户收入15.3 亿元，同比下降1.3%；来自其他地区客户收入4.5亿元，同比增长3.0%。 （文章来源：新华财经） 新华财经上海4月28日电（林郑宏）A股CRO（医药外包）行业龙头药明康德4月28日发布2025年一季 报，显示当季实现营业收入96.55亿元，同比增长20.96%；归属于上市公司股东的净利润36.72亿元，同 比增长89.06%；扣非净利润23.29亿元，同比增长14.50%。 公司表示，报告期内公司净利大幅增长主要系公司在保持营业收入增长的同时，不断优化生产工艺和经 营效率，以及临床后期和商业化项目增长带来的产能效率不断提升，提高了整体盈利能力；同时，公司 出售持有的药明合联 ...

证券代码：300404 证券简称：博济医药 博济医药科技股份有限公司 投资者关系活动记录表 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | ■其他（投资者电话交流会） | | 参与单位名称 | | | | 招商证券、开源证券、华安证券、申万宏源、信达证券、光大证 券、兴业证券、东北证券、太平洋证券、华鑫证券、银河证券、 | | | 华福证券、国泰海通、华创证券、源阖投资、健顺投资、华源医 | | | 药、中信资管、磐松私募、国联民生、尚诚资产、华西医药、鸿 | | 及人员姓名 | 运私募、宜宾发展创投、九祥资产、星允投资、平安证券、中泰 | | | 证券、杭贵投资、泰山财保、香港沪光国际投资、大家资产、明 | | | 达资产、天驷资产、前海明辉、中融汇信、中航赛维 | | 时间 | 2025 年 4 月 27 日（星期日） | | 地点 | 广州 | | 上市公司接待 | 董事长、总经理：王廷春 | | 人员姓名 | 副总经理、财务总监：欧秀清 | | | 副 ...

April 22, 2025 09:00 PM GMT China Healthcare | Asia Pacific SMID-Cap CRO/CDMOs: Impacts from Potential Tariffs and FDA Animal Testing Rules Direct CMO tariff exposure of major China CRO/CDMO names is no more than 10%, while increasing macro uncertainties beyond tariffs could dampen funding beta. FDA proposal to phase out animal testing has limited impact on our covered pre-clinical CROs in 2025. Key Takeaways Higher tariffs + Increasing uncertainty = Softer funding beta + more cautious R&D budget: The direc ...

4月3日，瑞典Micro LED技术企业Polar Light Technologies宣布，公司已成功完成新一轮全额认购 的融资，融资金额达约340万美元（约合人民币2447.32万元）。 稍早之前，3月5日披露消息显示，诺视科技完成A轮融资，融资金额未披露，投资方包括中信建投 资本等。值得注意的是，诺视科技近年来已完成多轮融资，其中2024年3月的Pre-A2轮融资达亿 元，用于Micro LED微显示芯片量产线建设及VSP技术研发。 2月下旬，Micro LED光互联企业Hyperlume完成了规模达1250万美元（约9062.2万元人民币）的种 子轮融资，投资者包括英特尔资本等。 【LEDinside】 据"狂奔资本"报道，江苏福拉特自动化设备有限公司（以下简称"福拉特"）近日宣 布完成数千万元Pre-A轮融资。本轮融资的投资方包括紫金新创、经开聚智、东方产融等多家投资 机构，狂奔资本担任本次融资的独家融资顾问。 福拉特是一家智能制造企业，业务涵盖LCD、AMOLED、Micro LED / OLED、半导体等领域的高 端湿法、研磨、检测及相关工艺制程设备的研发、生产和销售。 公司表示，本轮募集资金将 ...

SHENZHEN, China, April 23, 2025 (GLOBE NEWSWIRE) -- Jayud Global Logistics Limited (NASDAQ: JYD) ("Jayud" or the "Company"), a leading end-to-end supply chain solution provider based in Shenzhen specializing in cross-border logistics, today announced that it filed its annual report on Form 20-F for the fiscal year ended December 31, 2024 with the Securities and Exchange Commission (the "SEC") on April 22, 2025. The annual report, which contains the Company’s audited consolidated statements, can be accessed ...

Financial Data and Key Metrics Changes - Copen Corporation reported a record revenue growth of 25% year-over-year for 2024, with Q4 revenue increasing by 71% compared to Q4 2023 [10][31] - The net loss for Q4 2024 was $1.9 million, or $0.01 per share, compared to a net loss of $6.5 million, or $0.06 per share in Q4 2023 [34] - For the full year 2024, total revenues were $50.3 million, up from $40.4 million in 2023, with product revenues increasing to $43.6 million from $25.9 million [35][38] Business Line Data and Key Metrics Changes - Product revenues in Q4 2024 were $12.6 million, compared to $6.8 million in Q4 2023, driven by a nearly 100% increase in defense product revenues [31][32] - R&D expenses for Q4 2024 were $3.1 million, up from $2.2 million in the previous year, primarily due to costs associated with establishing OLED deposition capabilities [33] Market Data and Key Metrics Changes - The company noted a significant increase in demand for optical systems and soldier-worn systems globally, particularly in Europe and the United States [57] - Copen is actively pursuing government funding requests exceeding $100 million, indicating strong market engagement despite potential budget cuts [55] Company Strategy and Development Direction - Copen is focused on its "One Copen" strategy, which aims to unify operations and reduce redundancies while enhancing capabilities in defense markets [12][16] - The company is implementing AI-assisted factory and process automation to improve manufacturing efficiency and reduce costs, with a goal of achieving at least $75 million in annual revenue by 2027 [20][18] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about continued growth in 2025, projecting revenues between $52 million and $55 million despite geopolitical and supply chain uncertainties [14][17] - The company is witnessing an influx of new opportunities in defense, medical, and industrial markets, driven by increased demand for micro-displays and optics [21][22] Other Important Information - Copen's cash and equivalents were approximately $36.6 million at the end of 2024, with net cash used in operating activities around $14.2 million [39] - The company has been awarded several contracts, including a $14 million purchase order for thermal imaging assemblies and additional funding for extended reality prototypes [28] Q&A Session Summary Question: Technical improvements in neural display and commercial readiness - Management indicated that neural display technology is demonstrable and they aim to showcase it in a headset soon [44][45] Question: OPEX development expectations for 2025 - Expected S, G, and A expenses are projected to be around $10 to $12 million, with internal R&D targeted at 7% of revenues [48] Question: Impact of government changes on customer engagements - Management reported no significant impacts from government budget cuts and noted an increase in requests for training and simulation opportunities [56][57] Question: Gross margin dynamics and future estimates - Management acknowledged a slight decrease in gross margin due to inefficiencies in scaling production but expects margin expansion throughout 2025 [70][80] Question: Update on the lawsuit and legal expenses - Management provided no new updates on the lawsuit but indicated that legal expenses are expected to normalize, with appeal costs projected to be below $1 million [90]

据介绍，GZ030PCC01具有高达10000 cd/m²的最大亮度，适用于多种AR光学技术。其采用高效叠 层OLED结构，显著提升了光电效率，并结合微透镜工艺精确引导光线，提高了光线的聚集效果。 产品采用全新电流型驱动电路架构，使得0.3英寸屏幕实现了1280×720高清分辨率，像素密度突破 4800ppi。 图片来源：国兆光电 GZ030PCC01采取超窄边框设计，外形尺寸仅8.02×7.22mm，很容易适配各类光学方案。电流型芯 片驱动和叠层OLED器件架构，使得产品满负荷工作功耗约150mW，平均工作功耗低于120mW， 有效延长AR眼镜的续航时间。 【WitsView整理】 近日，南京国兆光电科技有限公司（以下简称"国兆光电"）推出最新的0.3英寸 超高亮、低功耗全彩硅基OLED产品"GZ030PCC01"，并同步推出了一款小型阵列光波导模组。 【WitsView面板产业交流群】 ▶ 关于集邦 为满足终端客户应用，国兆公司将同步推出一款0.3英寸阵列波导光学模组"GZ030MCC01"。该产 品采取垂直波导结构，采用多片非球面设计压缩体积，FOV达到30°，光机体积小于3CC，整体重 量10g，彩色 ...

Core Viewpoint - The company, Tigermed, has experienced a significant decline in performance in 2024, with revenue and net profit dropping sharply compared to previous years, attributed to reduced demand in new drug development and investment losses [1][4]. Financial Performance - In 2024, Tigermed reported revenue of 6.603 billion yuan, a year-on-year decrease of 10.58%, and a net profit of 405 million yuan, down 79.99% [1]. - The company's net profit for 2024 is considered a historical low, with a notable decline in clinical operation business revenue due to reduced demand [1][4]. - The fair value change loss was 502 million yuan, and investment income was 167 million yuan, impacting the net profit [1][10]. Business Segments - The domestic clinical operation business revenue fell to 3.450 billion yuan, a decrease of 17.11%, while overseas revenue was 3.024 billion yuan, down 3.29% [4]. - The "Clinical Trial Technical Services" segment contributed 3.178 billion yuan, a decline of 23.75%, while "Clinical Trial Related Services and Laboratory Services" saw a revenue increase of 5.61% to 3.296 billion yuan [5][6]. Market Dynamics - The company has accumulated over 2,800 global clients and has supported 60% of China's listed Class I new drug development since its establishment [2]. - In 2024, Tigermed provided services for 28 Class I new drugs in China and assisted in the approval of over 500 drug and device projects [2]. Investment Strategy - Since 2015, Tigermed has diversified its operations to include investments in biopharmaceutical and medical device startups, becoming a strategic investor in 57 innovative companies [8]. - The non-recurring gains and losses have significantly impacted net profit, with a loss of 450 million yuan in 2024, contrasting with previous years where such gains contributed over 50% to net profit [9]. Future Outlook - Despite the challenges in 2024, the company remains optimistic about future demand, reporting new order amounts of 10.12 billion yuan, indicating a recovery in demand [7]. - The growth in new orders is primarily driven by large multinational pharmaceutical companies and increased clinical needs from Chinese biotech firms [7].