6月12日，利德曼今日收盘5.22元，上涨1.36%，最新市净率1.71，创79天以来新低，总市值28.40亿元。 截至2025年一季报，共有3家机构持仓利德曼，其中其他2家、基金1家，合计持股数26307.52万股，持 股市值12.39亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)14利德曼-38.56-37.811.7128.40亿行业平均 50.9948.894.72108.92亿行业中值37.1839.082.4849.75亿1天益医疗-1820.70-3118.651.9423.20亿2澳华内 镜-677.24339.675.4371.37亿3诺唯赞-427.09-505.142.3491.40亿4爱朋医疗-422.29320.825.0934.65亿5博晖 创新-340.19539.833.6349.91亿6奥精医疗-157.17-230.362.0729.17亿7硕世生物-143.29-2093.881.2841.91亿 8睿昂基因-107.20-88.011.5213.87亿9康泰医学-86.81-73.343.1057.14亿10中红医疗-73.07-58.280.9250. ...

金融界6月12日消息，A股三大指数收盘涨跌不一，上证科创板医疗指数 (科创医疗，950255)报734.93 点。 数据统计显示，上证科创板医疗指数近一个月上涨1.89%，近三个月下跌3.03%，年至今上涨1.35%。 据了解，上证科创板医疗指数从科创板中选取不超过30家医疗领域的上市公司证券作为指数样本，以反 映科创板中医疗上市公司证券的整体表现。该指数以2022年12月30日为基日，以1000.0点为基点。 从指数持仓来看，上证科创板医疗指数十大权重分别为：惠泰医疗（11.48%）、联影医疗 （10.13%）、爱博医疗（6.9%）、奕瑞科技（6.49%）、南微医学（5.37%）、圣湘生物（4.91%）、心 脉医疗（4.69%）、海尔生物（4.16%）、亚辉龙（3.62%）、澳华内镜（3.59%）。 从上证科创板医疗指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证科创板医疗指数持仓样本的行业来看，医疗耗材占比45.40%、医疗设备占比33.27%、体外诊断 占比21.34%。 资料显示，指数样本每季度调整一次，样本调整实施时间分别为每年3月、6月、9月和12月的第二个星 期五的下一交易日。 ...

突破体外诊断领域"卡脖子"技术，东方生物液态芯片平台近期已在上海、西南地区多家全国知名三甲医 院等医疗机构投入使用，为肿瘤标志物、自身免疫等临床诊断提供可靠的技术支持。 液态芯片技术作为新一代生物检测平台，曾长期被国外巨头垄断，是我国体外诊断领域的技术瓶颈。东 方生物成功构建了具有完全自主知识产权的液态芯片技术体系，填补了国内空白，为临床诊断带来高通 量、高灵敏度的国产化解决方案。 与国际先行者Luminex相比，东方生物凭借完全自主可控的国产化平台，实现了"更高性能、更低成 本"的突破。 目前，东方生物正将液态芯片平台由人体诊断向动物检测与食品安全领域拓展。 全场景方案赋能精准诊断 目前，东方生物液态生物芯片平台(含微球、试剂、配套仪器)已进入产业化和市场化阶段，公司正加速 将技术优势转化为临床价值。 在核心设备方面，东方生物于2023年推出业内首款双功能免疫分析仪Mplex-MA1600，创新性地整合流 式荧光与化学发光技术，实现了多联检与单项快检的高效融合。2024年，针对分子多联检及小样本量需 求，公司又推出单机版流式点阵仪Mplex-M100。面对国产设备普遍存在的效率与稳定性短板，新一代 流式荧光 ...

热景生物参股的创新药企还未实现盈利，多数新药研究处于临床II期或I期阶段，这些创新药企何时能够 为上市公司提供业绩贡献仍是未知数。 参股多家创新药企而迎来一波大涨后，热景生物（688068.SH）股东高位套现逾2亿元。 6月10日，热景生物报收于158元，下跌1.95%。截至当天收盘，该股年内上涨155.5%。而从去 年"924"行情至今，涨幅更是高达5.8倍，涨幅位居A股同期前五名。 市场人士认为，热景生物参股了多家创新药企，尝试布局抗体药物与核酸药物，加上小市值的特征，成 为资金炒作的对象。而股价大涨的过程中，股东也开始"撤退"。近日，该公司股东同程热景完成减持， 套现总额达到2.14亿元。 热景生物主要从事体外诊断，产品应用于肝炎肝癌、炎症感染、心脑血管、骨代谢、甲功激素、糖尿 病、高血压、肿瘤等疾病检测，体外诊断试剂及仪器是主要产品。市场认为，参股创新药企业进入新领 域，是支撑该公司估值不断抬升的主要逻辑。 该公司6月5日披露的机构调研公告显示，公司正在布局"诊断+创新药"双轮驱动战略，创新药布局主要 通过战略参股创新药企，聚焦抗体药物与核酸药物两大领域。截至今年一季度末，该公司长期股权投资 金额为3 ...

6月10日，塞力医疗今日收盘13.46元，上涨9.97%，最新市净率3.03，创59天以来新低，总市值25.71亿 元。 来源：金融界 塞力斯医疗科技集团股份有限公司的主营业务是体外诊断试剂、体外诊断仪器的销售业务。公司的主要 产品是单纯销售、集约化IVD、集约化SPD。公司较早将IVD集约化业务升级布局SPD运营业务，取得 先发优势。同时基于公司早些年强大的IVD运营根基，凭借医疗供应领域二十余年的经验累积和过硬实 力荣登中国物流与采购联合会医疗器械供应链50强获奖企业名单，同时被授予《医药产品医院院内物流 服务规范》团体标准试点单位。 最新一期业绩显示，2025年一季报，公司实现营业收入2.87亿元，同比-40.75%；净利润-14320949.69 元，同比-553.66%，销售毛利率23.60%。 截至2025年一季报，共有7家机构持仓塞力医疗，其中QFII4家、其他3家，合计持股数4042.93万股，持 股市值4.19亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)2塞力医疗-11.34-12.293.0325.71亿行业平均 45.2434.022.09112.61亿行业中值28.5 ...

金融界6月10日消息，上证指数高开低走，上证科创板医疗指数 (科创医疗，950255)报738.85点。 从上证科创板医疗指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证科创板医疗指数持仓样本的行业来看，医疗耗材占比44.80%、医疗设备占比33.62%、体外诊断 占比21.58%。 资料显示，指数样本每季度调整一次，样本调整实施时间分别为每年3月、6月、9月和12月的第二个星 期五的下一交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在 下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将 其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 来源：金融界 数据统计显示，上证科创板医疗指数近一个月上涨2.43%，近三个月下跌2.53%，年至今上涨1.89%。 据了解，上证科创板医疗指数从科创板中选取不超过30家医疗领域的上市公司证券作为指数样本，以反 映科创板中医疗上市公司证券的整体表现。该指数以2022年12月30日为基日，以1000.0点为基点。 从指数持仓来看，上证科创板医疗指数十大 ...

Industry Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2]. Core Viewpoints - The report emphasizes that policy support for listed companies through mergers and acquisitions is crucial for high-quality development, leading to ongoing industry consolidation [5][14]. - The pharmaceutical and biotechnology sector has shown a weekly increase of 1.13%, outperforming the CSI 300 index by 0.25 percentage points, ranking 17th among 31 sub-industries [7][18]. Summary by Sections 1. Weekly Viewpoint - The report highlights that recent policies have improved regulatory inclusiveness and relaxed competition restrictions, facilitating mergers and acquisitions [14]. - Companies like Maipu Medical and Pilin Bio have announced plans for mergers and acquisitions, which are expected to enhance their technological capabilities and market positions [6][15]. 2. Subsector Performance - The pharmaceutical sector's sub-indices all recorded gains, with the raw materials and blood products sectors leading with a 2.89% increase [7][22]. - The report suggests that the medical device sector has significant room for valuation growth, with a current P/E ratio of 37.55, below its historical average [26]. 3. Recommended and Beneficiary Stocks - Recommended stocks include Yingke Medical, Maipu Medical, and Yihe Jiaye, among others [8]. - Beneficiary stocks identified are Shanhaishan, Yirui Technology, and Lianying Medical [27]. 4. Detailed Subsector Analysis - **Medical Devices**: The sector is expected to benefit from policies promoting equipment upgrades and procurement, with a focus on AI applications in imaging and surgery [26]. - **Medical Consumables**: The sector is projected to see steady growth as high-value consumables approach the end of their procurement cycle [29]. - **IVD Sector**: The report notes a 2.00% increase in the IVD sector, with a focus on AI-assisted diagnostics [30]. - **Blood Products**: The blood products sector is experiencing a 2.89% increase, with ongoing consolidation and product diversification [31]. - **Retail Pharmacy**: The offline pharmacy sector is expected to benefit from improved operational efficiencies through AI integration [34]. - **Healthcare Services**: The hospital sector has seen a 1.07% increase, with growth in specific medical fields like ophthalmology and reproductive health [36]. - **Traditional Chinese Medicine**: The sector is expected to recover as the impact of previous procurement policies diminishes [38]. - **CXO Sector**: The report indicates a positive outlook for the CXO sector, driven by increased demand for outsourcing in drug development [40].

Industry Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Viewpoints - The report emphasizes that policy support for listed companies through mergers and acquisitions is crucial for high-quality development, leading to ongoing industry consolidation [5][14] - The pharmaceutical and biotechnology sector has seen a weekly increase of 1.13%, outperforming the CSI 300 index by 0.25 percentage points, ranking 17th among 31 sub-industries [7][18] Summary by Sections 1. Weekly Viewpoint - The report highlights that recent policies have improved regulatory inclusiveness and relaxed competition restrictions, facilitating mergers and acquisitions [14] - Companies like Maipu Medical and Pilin Bio have announced plans for mergers and acquisitions, which are expected to enhance their technological capabilities and market positions [6][15] 2. Subsector Performance - The pharmaceutical and biotechnology sector has shown positive performance across all sub-sectors, with the raw materials and blood products sectors leading with a 2.89% increase [7][22] - The report suggests that the medical device sector has significant room for valuation growth, with a current P/E ratio of 37.55, below its historical average [26] 3. Recommended and Benefiting Stocks - Recommended stocks include Yingke Medical, Maipu Medical, and Yihua Jiaye, among others [8] - Benefiting stocks from the current trends include Shanhaishan, Yirui Technology, and Lianying Medical [8][27] 4. Detailed Subsector Analysis - **Medical Devices**: The sector is expected to benefit from policies promoting equipment upgrades and procurement, with a focus on AI integration in imaging and surgical applications [26] - **Medical Consumables**: The sector is projected to see steady growth as high-value consumables approach the end of their procurement cycle [29] - **IVD Sector**: The in vitro diagnostics sector is anticipated to recover as AI technologies enhance diagnostic capabilities [30] - **Blood Products**: The blood products sector is experiencing stable demand, with a projected 10.9% increase in plasma collection in 2024 [31] - **Retail Pharmacy**: The retail pharmacy sector is expected to see improved performance as market conditions stabilize and AI technologies enhance operational efficiency [34] - **Healthcare Services**: The healthcare services sector is showing signs of recovery, particularly in ophthalmology and reproductive health services [36] - **Traditional Chinese Medicine**: The sector is expected to benefit from improved consumer sentiment and demand for high-quality OTC products [38] - **CXO Sector**: The CXO sector is entering an upward cycle as companies report improved order growth and performance [40]

Core Viewpoint - In 2024, Haili Biological (603718) underwent a significant strategic transformation by divesting long-term loss-making assets and acquiring the dental restoration materials company Ruisheng Biological, successfully shifting its focus to the human health sector. This transformation is reflected in a 172% year-on-year increase in net profit for 2024 and a turnaround to profitability in Q1 2025 with a net profit of 10.9 million yuan, a 393.11% increase year-on-year [1][2]. Group 1: Business Transformation - Haili Biological, originally established as a veterinary biological pharmaceutical factory, expanded into the human health sector in 2018 by acquiring IVD company Jiemen Biological, creating two main business segments: veterinary and IVD [2]. - The veterinary business faced continuous development pressure, leading to stagnant revenue since its IPO in 2015, which did not exceed 350 million yuan [2]. - In 2024, the company strategically adjusted its business layout by divesting loss-making veterinary assets and acquiring a 55% stake in Ruisheng Biological, focusing on high-tech dental restoration materials [2]. Group 2: Market Opportunity - Ruisheng Biological operates in a rapidly expanding market for dental implant restoration materials, benefiting from explosive demand and structural opportunities in China's dental healthcare market [3]. - Following the implementation of centralized procurement for dental implants in April 2023, the cost of a single dental implant dropped from tens of thousands to 4,000-6,000 yuan, stimulating demand [3]. - The dental implant market in China grew from approximately 27 billion yuan in 2022 to 38 billion yuan in 2023, with a projected growth to over 50 billion yuan in 2024 and 80 billion yuan by 2026 [3][4]. Group 3: Competitive Position - Ruisheng Biological has established a strong position in the domestic dental restoration materials market, with a market share that continues to rise and is accelerating the replacement of imported brands [5]. - The company’s bone repair products, made from bovine bone, and its collagen membranes have shown effective results in clinical applications, with a significant increase in sales volume [6]. - In 2023, Ruisheng Biological's bone powder sales grew by 138%, and in 2024, it is expected to continue growing by 61%, leading the market among domestic brands [6]. Group 4: Future Growth Potential - Ruisheng Biological is set to double its production capacity for bone powder from 800,000 bottles per year to 2 million bottles per year by 2025, with a 15% reduction in unit costs [6][7]. - The company is also expanding its collagen membrane production capacity and has achieved competitive pricing, winning bids in 95% of provinces under centralized procurement [7]. - Ruisheng Biological has committed to achieving a cumulative net profit of no less than 414 million yuan from 2024 to 2026, with 138 million yuan expected in 2024, indicating a feasible path to meet its performance commitments [7].

Group 1 - Yatai Group signed a strategic cooperation agreement with Xuanfeng Technology, focusing on long-term mutual benefits and cooperation in core business areas [1][2] - The partnership aims to develop a full-chain renewable energy business, upgrading Yatai's building materials production base for low-carbon operations [2][3] - Both companies will collaborate on power management integrated circuits and related components to enhance power conversion and transmission efficiency [2][3] Group 2 - Yatai Group has a diversified industrial structure, including building materials, real estate, and pharmaceuticals, with a focus on circular economy and digital transformation [2][3] - The real estate sector encompasses development, construction, and property services, with a national layout and a focus on modern building practices [3] - The pharmaceutical sector includes a complete health industry chain, with smart manufacturing and a wide range of health management services [3] Group 3 - Xuanfeng Technology is a leader in vertical axis wind power generation, with a commitment to zero-carbon energy and a presence in over 10 countries [1] - The company has established three major R&D centers in the US, Germany, and China, and operates over 1,000 service points in China [1] - The collaboration will also explore opportunities in biotechnological projects related to precision medical testing, supporting China's health strategy [2][3]