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诺唯赞收盘上涨4.96%,最新市净率2.56,总市值101.06亿元
Sou Hu Cai Jing· 2025-04-15 10:52
序号股票简称PE(TTM)PE(静)市净率总市值(元)3诺唯赞-558.56-558.562.56101.06亿行业平均 46.4449.384.75102.60亿行业中值30.3929.672.3746.63亿1天益医疗-2730.40-2730.401.7120.31亿2硕世生 物-1866.14-1866.141.1738.55亿4博晖创新-352.86-217.263.8954.16亿5康泰医学-269.6131.632.7552.44亿6 华大基因-201.20220.082.08204.46亿7奥精医疗-110.28-110.281.4119.98亿8睿昂基因-81.33-81.331.2611.76 亿9热景生物-62.30-62.303.43111.65亿10华大智造-53.01-53.013.98317.59亿11中红医疗-49.41- 33.620.7843.99亿 来源:金融界 南京诺唯赞生物科技股份有限公司的主营业务是围绕酶、抗原、抗体等功能性蛋白及高分子有机材料进 行技术研发和产品开发。公司的主要产品是生物试剂、诊断试剂、仪器设备、技术服务、耗材等材料。 最新一期业绩显示,2024年 ...
直击消博会丨上市公司积极参展,首发经济活力十足
证券时报· 2025-04-14 04:30
记者获悉,本届消博会共有来自71个国家和地区的1700余家消费企业、4100余个消费品牌参展,英国、瑞士、加拿大等近20个国家和地区组团参展,65家世界500强和龙头企业 参展,数量均超过上届。主会场共设置了八大展馆,聚焦科技消费、健康消费、绿色消费、时尚消费、低空经济等消费热点,展示国内外"新、奇、特、优"精品和新品。 以下文章来源于e公司 ,作者唐强 曹晨 e公司 . e公司,证券时报旗下专注上市公司新媒体产品,立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯,针对可能影响上市公司股价 的主题概念、行业事件及时采访二次解读,从投资者需求出发,直播上市公司有价值的活动、会议。 4月13日,第五届中国国际消费品博览会(简称"消博会")、"购在中国"系列活动在海南海口正式启动,本届消博会为期6天(4月13日~18日)。 尽管"椰城"海口已经下起了小雨,但这并没有阻挡住参会观众的热情。4月13日上午,证券时报记者来到本届消博会的活动现场发现,海南国际会议展览中心外早已人头攒动, 国内外参展商们热情高涨,等待入场的人们已经排起了长队。 深化经贸合作实现互利共赢 作为全球消费精品展示交易平台,消博 ...
衰退倒计时?家办资金正在撤离美国
3 6 Ke· 2025-04-07 11:01
Core Points - The article discusses the significant impact of President Trump's new tariff policy, which imposes at least a 10% tariff on all imported goods starting April 5, and higher tariffs on countries deemed as serious trade violators [1] - The policy is viewed as a major shift in international trade order since World War II, raising concerns among family offices and investors about its implications for the market and economy [1][11] Impact on Family Offices - Family offices are increasingly reconsidering their investments in the U.S. due to concerns over economic growth and policy uncertainty stemming from the new tariffs [11][19] - There is a noticeable trend of high-net-worth family office clients diversifying their portfolios away from the U.S. to mitigate risks associated with the trade war [11][20] - Some family offices are exploring investments in hard assets like gold and real estate, while others are raising cash to wait for market stabilization [19][20] Market Reactions - The aggressive tariff strategy has led to a significant market downturn, with the U.S. stock market experiencing its worst week since March 2020 [1] - Notable private equity firms have halted IPOs and acquisitions due to the uncertainty created by the tariffs, indicating a paralysis in the private equity sector [3][4] - Hedge funds are facing increased pressure and are considering stepping back from trading due to the chaotic market conditions, with some funds suffering significant losses [6][8] Economic Forecasts - Goldman Sachs has downgraded its U.S. economic growth outlook and increased the probability of a recession to 45%, citing tightening financial conditions and rising policy uncertainty [8][10] - The potential for tariffs to raise effective rates by 20 percentage points could lead to further revisions in economic forecasts, including the likelihood of a recession [10] - UBS estimates that the new tariffs could slow global economic growth by 50 to 100 basis points, with the most significant impacts felt in Thailand and Singapore [10] Investment Trends - There is a shift among ultra-high-net-worth investors towards European and Asian markets, driven by concerns over U.S. economic policies and the search for better growth opportunities [11][19] - Family offices are increasingly looking for international investments not only for diversification but also as a hedge against currency fluctuations and to access unique investment opportunities [11][19] - The trend of reallocating investments away from the U.S. is becoming more pronounced, with family offices seeking to capitalize on emerging opportunities in other regions [19][20]
华大基因收盘下跌2.55%,最新市净率2.20,总市值215.89亿元
Sou Hu Cai Jing· 2025-04-03 09:50
序号股票简称PE(TTM)PE(静)市净率总市值(元)5华大基因-212.46232.392.20215.89亿行业平均 46.4850.124.81107.65亿行业中值31.9631.102.5148.33亿1硕世生物-1929.78-1929.781.2139.87亿2诺唯 赞-572.21-572.212.4797.29亿3博晖创新-307.63-189.403.3947.22亿4康泰医学-301.2235.343.0858.58亿6奥 精医疗-120.00-120.001.5321.74亿7睿昂基因-84.92-84.921.3212.28亿8热景生物-55.35-55.353.0499.21亿9中 红医疗-54.71-37.220.8748.71亿10华大智造-54.09-54.094.06324.05亿11天智航-46.39-46.394.8457.12亿 来源:金融界 4月3日,华大基因今日收盘51.92元,下跌2.55%,最新市净率2.20,总市值215.89亿元。 资金流向方面,4月3日,华大基因主力资金净流出2209.30万元,近5日总体呈流出状态,5日共流出 1711.72万元。 深圳 ...
从“肠”计议!这项“黑科技”有望为孤独症治疗打开新世界
Hua Xia Shi Bao· 2025-04-03 00:22
华夏时报记者 王晓慧 北京报道 据记者了解,近年来,营养微生态医学的出现为孤独症的治疗带来了新的希望。营养微生态医学是一门关注人体 微生物群落与营养之间相互关系的学科,它研究的是人体内微生物群落的组成、功能以及它们与营养物质的相互 作用,从而影响人体健康的科学。它可以通过调节人体内微生物群落的组成和功能,从而改善孤独症儿童的症 状。孤独症儿童的肠道微生物群落与健康儿童存在明显差异,通过补充有益的微生物、改善饮食结构等方法,可 以促进肠道微生物的生长,改善肠道健康,影响人体的免疫系统、代谢系统、神经系统等,从而改善孤独症儿童 的症状。 同时,北京大学医学部王娟副教授以《孤独症儿童生理功能异常》为题,论述孤独症儿童常见的生理功能异常及 其潜在机制,简述其对应的适当干预措施;北京大学第六医院曹庆久主任深入剖析孤独症发病机制,提出《孤独 症谱系障碍的药物治疗》前沿理论;苏州市立医院院长秦环龙教授则对《肠菌移植治疗孤独症谱系障碍中国专家 共识(2024版)》进行深度解读,凸显肠道微生态干预的临床潜力。 多力携手温暖"来自星星的孩子" 菌群移植治疗为孤独症治疗打开了新世界,但据记者了解,该技术目前仍处于试验研究阶段,疗效 ...
金斯瑞生物科技(01548) - 2024 H2 - 业绩电话会
2025-03-12 12:40
Genscript Biotech (01548) H2 2024 Earnings Call March 12, 2025 08:40 AM ET Company Participants Shiniu Wei - Chief Financial OfficerWeihui Shao - CEO & COORay Chen - President of GenScript Life Science Group Conference Call Participants Daisy Cheng - AnalystLinhai Percy Zhao - Equity Research AnalystNone - Analyst Operator Good day and thank you for standing by. Welcome to Gentscript BioTech twenty twenty four Annual Results Conference Call. At this time, all participants are in a listen only mode. After th ...
GENSCRIPT BIO(01548) - 2024 H2 - Earnings Call Transcript
2025-03-12 00:17
Genscript Biotech (01548) H2 2024 Earnings Call March 11, 2025 07:15 PM ET Company Participants Shiniu Wei - Chief Financial OfficerWeihui Shao - CEO & COORay Chen - President of GenScript Life Science Group Conference Call Participants Daisy Cheng - AnalystLinhai Percy Zhao - Equity Research AnalystNone - Analyst Operator Good day and thank you for standing by. Welcome to Gentscript BioTech twenty twenty four Annual Results Conference Call. At this time, all participants are in a listen only mode. After th ...
医疗设备行业回暖迹象明显
Min Yin Zheng Quan· 2025-03-05 13:26
Investment Rating - The report assigns an "Overweight" rating to the pharmaceutical industry, indicating that the industry is expected to outperform the benchmark index over the next 12 months [33]. Core Insights - The pharmaceutical sector is experiencing a recovery, with significant growth in sub-sectors such as internet healthcare, biotechnology, and medical devices, which saw increases of 36%, 34%, and 24% respectively in February 2025 [3][6]. - The report highlights the government's encouragement of innovative drug development, including discussions on expanding payment channels for innovative drugs and the potential establishment of a category for innovative drugs in the insurance framework [4][24]. - The medical device market is showing signs of recovery, with the domestic medical imaging equipment market growing over 47% year-on-year in January 2025, and an increase in the number of CT devices awarded contracts by 4.2% compared to the previous year [4][30]. Market Review - In February 2025, the Hang Seng Composite Industry Index rose by 12.8%, while the Hang Seng Healthcare Index increased by 16.3%, outperforming the market by 3.5 percentage points [3][6]. - The A-share market saw the Shanghai and Shenzhen 300 Index decline by 3% in January, with the pharmaceutical and biotechnology index dropping by 3.8%, but rebounding in February with a 5.1% increase [14]. - The report notes that all 13 sub-sectors in the pharmaceutical industry experienced declines in January, but several sub-sectors, including hospitals and medical devices, showed significant gains in February [14]. Industry Data Update - The report indicates that the basic medical insurance revenue for January 2025 reached 314.3 billion yuan, a year-on-year increase of 10.4%, with expenditures growing by 8.5% [17]. - The commercial health insurance sector is also expanding, with original premium income reaching 977.3 billion yuan in 2024, reflecting an 8.2% year-on-year growth [20]. - Medical device exports, particularly for ECG recorders, ultrasound diagnostic devices, and CT machines, have accelerated in both quantity and value since the second half of 2024 [21]. Industry News Summary - The National Healthcare Security Administration held a meeting to support innovative drug development, engaging with major pharmaceutical companies to discuss strategies for enhancing the market for innovative drugs [23][24]. - A draft opinion on improving the drug pricing mechanism has circulated, proposing measures to support innovative drug development and enhance drug accessibility [28]. - The report mentions ongoing efforts to regulate prices in the healthcare sector, including a comprehensive governance initiative for central venous catheter pricing, which has led to significant price reductions for related medical services [29][30].
和铂医药(02142) - 自愿公告 - 股份购回进展及业务更新
2025-02-10 00:00
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 於2023年及2024年,本公司已合共購回5,870,000股股份,所有該等股份已由本公 司註銷。此將有助於提升餘下股東的整體價值。本公司正加強對股東價值最大化 的承諾。 茲亦提述本公司日期為2025年1月28日之公告,內容有關本公司執行董事、首席 執行官、創始人兼董事會董事長王勁松博士(「王博士」)增持股份。誠如王博士所 告知,彼對本集團的整體發展前景及潛在增長充滿信心。當前成交價低估了本公 司的內在價值及業務前景。王博士不排除其或會在適當時候進一步增持本公司股 份。增持股份表明管理層認為當前估值與本公司的內在價值脫節。 和鉑醫藥控股有限公司 HBM Holdings Limited (於開曼群島註冊成立的有限公司) (股份代號:02142) 自願公告 股份購回進展及業務更新 本公告由和鉑醫藥控股有限公司(「本公司」,連同其附屬公司統稱「本集團」)按自 願基準作出,以知會本公司股東(「股東」)及潛在投 ...
2025,去香港上市
投资界· 2025-01-13 00:56
以下文章来源于经济观察报 ,作者蔡越坤 经济观察报 . 经济观察报是专注于财经新闻与经济分析的全国性综合财经类媒体,创办于2001年。聚焦商道、商技和 商机,以锐度、悦度、广度、深度的报道形成了权威的媒体公信力和影响力。 香港证券市场迎来一轮上市热潮。 作者 | 蔡越坤 美编 | 肖亚丽 来源 | 经济观察报 (ID:eeo-com-cn) 在过去的两个月里,华北地区一家医疗企业的创始人吴天频繁前往中国香港,穿梭于各 大金融机构所在的高楼大厦之间,与投行和投资人进行一轮又一轮会谈。 2024年,吴天的公司处于快速扩张的关键时期。为了支持这一扩张,公司的股东追加了 投资。然而,随着业务的不断扩展,这些资金逐渐消耗殆尽。 他原本计划推动公司在A股上市。但是自2024年以来,A股市场IPO企业数量显著下降。 此外,新的上市规定对企业的财务数据指标提出了更高的要求。吴天判断,公司所在的 行业,使得公司在A股IPO的周期可能会延长。由于部分投资人有退出需求,再加上财务 压力,吴天已经不能再等了。 2025年,他有一个明确的目标:推动公司在香港进行IPO(首次公开募股)。 2025年伊始,香港证券市场迎来一轮上市热潮。 ...