主办方： 思宇MedTech、中关村联新生物医药产业联盟 协办方： 北京通和立泰生物科技有限公司、中关村医疗器械园有限公司 路演时间 ： 2025年5月29日星期四下午14:00 路演形式： 线上，腾讯会议；现场路演 地点： 中关村医疗器械园 项目报名方式： 复制此链接到浏览器中填写。 https://docs.qq.com/form/page/DUFBzS2xteFh1ZUph 点击文末 "阅读原文" 填写报名表，或者复制链接到浏览器中填写。 或扫描二维码进行填写 （注：以上是CEO报名表。投资人报名通知会在路演前五天发出。） 思宇MedTech组织的项目路演特色： 1. 创始人为研发或医生背景，良好的教育和职业履历。 2. 参与的投资人是经过审核的、有相关投资案例的机构。 3. 项目可直接对接投资人，简单高效。 1 哪些项目可以报名？ 路演后续如何推进？ 1. 融资阶段：天使轮~C轮之间均可。 路演时，请项目方直接将联系方式留在PPT上，等待投资机构主动联系；我们也会帮投资人对接项目 CEO；或者把微信号发到投资人群中。 哪些投资人会参加路演？ 4 项目报名方式 2 2. 优先医院医生的科技成果转化项目。 ...

Market Overview - The Shanghai Composite Index fell by 0.30% on May 9, with seven industries experiencing gains, led by the beauty and personal care sector, which rose by 1.41% [1] - The electronic and computer sectors faced the largest declines, with drops of 2.07% and 1.96% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 47.4 billion yuan, with only four industries seeing net inflows [1] - The textile and apparel industry had the highest net inflow, amounting to 226 million yuan, while the coal industry saw a modest increase of 0.10% with a net inflow of 18.6 million yuan [1] Beauty and Personal Care Sector - The beauty and personal care industry saw a rise of 1.41%, despite a net outflow of 32.3 million yuan in main capital [2] - Out of 31 stocks in this sector, 18 experienced gains, including one stock that hit the daily limit [2] - The top three stocks with net inflows were Beitaini (35.1 million yuan), Proya (23.1 million yuan), and Shuiyang (13.7 million yuan) [2][3] Notable Stocks in Beauty and Personal Care - Qingdao Kingking had the largest net outflow at 40.9 million yuan, followed by Runben (8.7 million yuan) and Kesi (8.4 million yuan) [2] - Other notable stocks with significant net outflows included Marubi (8.0 million yuan) and Aimeike (7.5 million yuan) [2] - The stock performance varied, with some stocks like Beitaini and Shuiyang showing strong gains, while others faced significant outflows [2][3]

近年来，医疗美容行业迅猛发展，材料科学、生物技术、激光光电、再生医学等前沿科技正在重塑医美产 业生态。为促进全球医美科技领域的交流合作，加速医工交叉创新成果转化，推动行业高质量发展，思宇 将 于 2025 年 6 月 12 日 在 北 京 中 关 村 展 示 中 心 举 办 " 首 届 全 球 医 美 科 技 大 会 " （ Global Aesthetic Technology Conference 2025） 。 大会将汇聚来自全球医疗美容产业的临床专家、顶尖科学家、科技创新者、投资机构与政府监管部门，共 同探讨医美科技前沿动态、创新技术产业化路径、政策监管趋势以及市场新机遇。 举办地点： 北京中关村展示中心 会议规模： 现场500人 参会对象： 涵盖政府、医院、医美上下游企业、投资机构等综合性高知人士 大会议程要点（拟） 为表彰医疗美容科技领域内的卓越贡献，思宇MedTech及旗下专业媒体将组织评选2025全球医美科技创 新系列奖项，并于大会开幕式现场颁发。 一、奖项名称及评选规则 2025全球医美科技创新奖 2025 Global Aesthetic Technology Innovation Awa ...

5月9日，上证指数、深证成指、创业板指、科创50指数全天震荡走低。截至收盘，上证指数报3342.00点，跌0.3%，成交额 4648.62亿元；深证成指报10126.83点，跌0.69%，成交额7271.6亿元；创业板指报2011.77点，跌0.87%，成交额3360.32亿 元；科创50指数报1006.32点，跌1.96%，成交额236.19亿元。沪深两市合计成交11920.22亿元，成交额较上一交易日减少 1013.8亿元。 银行、美容护理等行业走强 *ST宇顺连收11个涨停板 盘面上来看，行业板块、概念跌多涨少。其中，银行、美容护理、纺织服饰、珠宝首饰、电力等行业涨幅靠前；代糖、气 溶胶检测、化妆品、生物质能发电、啤酒等概念走势活跃。电子、计算机、国防军工、传媒、商贸零售、证券、教育、房 地产等行业跌幅居前；存储芯片、AI智能体、人形机器人、多模态AI、人脑工程、国资云、星闪、轮毂电机、汽车一体化 压铸等概念走势较弱。涨停个股主要集中在纺织服饰、国防军工、机械设备、建筑装饰、化工等行业。 个股涨跌情况，截至收盘，沪深两市合计1119只个股上涨，3898只个股下跌，平盘个股108只，停牌的个股21只。不含 ...

证券研究报告 | 策略点评 2025 年 05 月 09 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 粤开市场日报-20250509 今日关注 今日主要指数涨跌幅：沪指涨跌幅为-0.3%，深证成指涨跌幅为-0.69%， 创业板指涨跌幅为-0.87%。 申万一级行业表现：美容护理、银行、纺织服饰在行业涨跌幅榜居前； 传媒、商贸零售、房地产在行业涨跌幅榜居后。 概念板块表现：总体来看，连板、银行、打板概念表现相对较好；半导 体设备、操作系统、云计算概念表现相对较差。 风险提示 股市有风险，投资需谨慎。 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 5 | 一、市场回顾 | 3 | | --- | --- | | 二、风险提示 | 3 | 策略点评 一、市场回顾 图表1：今日主要指数涨跌幅（%）及概念板块表现 资料来源： wind 、粤开证券研究院 | 图表 1： | | --- | | 今日主要指数涨跌幅（%）及概念板块表现 3 | 二、风险提示 股市有风险，投资需谨慎 请务必阅读最后特别声明与免责条 ...

Financial Performance - In Q1 2025, the company achieved total revenue of approximately 1.399 billion yuan, a year-on-year decrease of 7.77% [2] - Gross profit margin was 59.72%, an increase of 0.38 percentage points compared to the same period last year [2] - Net profit attributable to shareholders was approximately 61 million yuan, a year-on-year increase of 5.12% [2] - Net profit after deducting non-recurring items was approximately 73 million yuan, a year-on-year decrease of 6.89% [2] - Net cash flow from operating activities was approximately 174 million yuan, a year-on-year decrease of 23.43% [2] - Basic earnings per share were 0.2153 yuan, an increase of 5.13% year-on-year [2] - Return on equity was 3.36% [2] - As of March 31, 2025, total assets were approximately 8.004 billion yuan, a growth of 0.41% from the end of the previous year [3] - Net assets attributable to shareholders were approximately 2.883 billion yuan, an increase of 3.42% from the end of the previous year [3] Business Segment Performance - Medical beauty segment revenue was approximately 670 million yuan, a year-on-year decrease of 9.22% [3] - Medical beauty segment gross profit was approximately 369 million yuan, a decrease of 8.58% year-on-year, with a gross profit margin of 55.05% [3] - Women's clothing segment revenue was approximately 504 million yuan, a year-on-year decrease of 5.74% [3] - Women's clothing segment gross profit was approximately 325 million yuan, with a gross profit margin of 64.51%, an increase of 0.15 percentage points year-on-year [3] - Infant and child segment revenue was approximately 221 million yuan, a year-on-year decrease of 8.52% [3] - Infant and child segment gross profit was approximately 137 million yuan, with a gross profit margin of 62.28%, an increase of 1.78 percentage points year-on-year [3] Brand Performance - Milan Baiyu achieved revenue of approximately 302.62 million yuan, a year-on-year decrease of 8.74% [4] - Jingfu Medical achieved revenue of approximately 125.20 million yuan, a year-on-year increase of 1.13% [4] - Hanchen Medical achieved revenue of approximately 97.93 million yuan, a year-on-year decrease of 1.43% [4] - Wuhan Wuzhou achieved revenue of approximately 47.55 million yuan, a year-on-year decrease of 15.11% [4] - Changsha Yamei achieved revenue of approximately 40.70 million yuan, a year-on-year decrease of 28.61% [4] - Zhengzhou Jimei achieved revenue of approximately 25.68 million yuan, a year-on-year decrease of 16.26% [4] Inventory and Operations - As of Q1 2025, total inventory for women's clothing was approximately 646 million yuan, a decrease of 4.75% from the end of the previous year [5] - The net amount of inventory goods was approximately 512 million yuan, a decrease of 7.45% from the end of the previous year [5] - The structure of inventory improved in Q1 2025 [5]

Market Overview - Major A-share indices experienced a decline today, with the Shanghai Composite Index down 0.3% to 3342 points, the Shenzhen Component down 0.69%, and the ChiNext Index down 0.87% [1][2] - Total trading volume reached 1.22 trillion yuan, a decrease of 994 billion yuan compared to the previous trading day, with over 4000 stocks declining across the market [1] Sector Performance - The beauty and personal care sector saw gains, with companies like Dengkang Dental hitting the daily limit [2][11] - The textile and apparel sector surged, with multiple stocks such as Wanshili and Huafang shares reaching the daily limit [2] - Bank stocks rallied, led by Qingdao Bank, which rose over 3% [12] - The jewelry sector also performed well, with Feiyada hitting the daily limit [2] - Conversely, the retail and commercial sectors faced declines, with Maoye Commercial hitting the daily limit down [2] - The semiconductor sector experienced significant losses, with storage chips and HBM concepts leading the declines, and Huahong Semiconductor dropping nearly 12% at one point [2][8] - The robotics sector weakened, with stocks like Zhaofeng falling sharply [6][7] Notable Stock Movements - Gold-related stocks generally fell, with Huayu Mining down nearly 5% and He Bai Group down over 3% [4][5] - Robotics stocks collectively dropped, with significant declines in companies like Ruihu Mould and Dineike [6][7] - Semiconductor stocks saw substantial losses, with Huahong Semiconductor down over 9% and other companies like Weicai Technology and Canxin falling over 6% [8] - The Hongmeng concept stocks also faced declines, with Netcom Software down over 9% [9][10] Policy and Economic Context - The People's Bank of China announced a series of easing measures, including a 10 basis point cut in policy rates and a 0.5 percentage point reduction in the reserve requirement ratio, along with a new 500 billion yuan special loan for consumption and elderly care [12][13] - Open-source Securities noted that the liquidity released from the reserve requirement cut will enhance the banking system's funding capacity, with expected credit allocation towards technology innovation and green transformation [13] Future Outlook - Analysts suggest that the A-share market may exhibit a bottoming characteristic, with opportunities for buying on dips to benefit from market stability [14] - Key sectors to watch include TMT (Technology, Media, and Telecommunications) focusing on self-sufficiency and AI, consumer sectors aimed at boosting domestic demand, and stable performance or high dividend utility and dividend sectors [15]

A股市场今天上午整体小幅走低。TMT赛道显著调整，拖累市场整体表现。 港股市场今天上午整体低位震荡。恒生指数成份股中，恒基地产、周大福等涨幅居前。 中国碳中和盘中飙涨，盘中涨幅超过60%。消息面上，中国碳中和昨晚发布董事增持公司股份自愿公告。 A股盘中走低TMT赛道领跌 A股市场今天上午整体走低，主要指数盘中不同程度下跌，其中深证成指、创业板指数、科创50指数等指数盘中跌幅均超过1%。 TMT赛道显著调整，拖累市场整体表现。 中芯国际A股上午盘中跌幅超过4%，中芯国际港股上午盘中跌幅一度超过10%。 中芯国际披露的2025年第一季度报告显示，按照国际财务报告准则，一季度中芯国际整体实现销售收入22.47亿美元，环比增长1.8%；毛利率为22.5%，环 比大致持平；产能利用率上升至89.6%，环比增长4.1个百分点。公告显示，二季度，公司给出的收入指引为环比下降4%到6%。公司认为下半年机遇与挑 战并存。公司会提升应变和抵抗风险的能力，最主要还是保持定力、做好本业、做好当下。 计算机、传媒等TMT赛道板块同样跌幅居前。 美容护理板块领涨，水羊股份（300740）盘中一度涨超10%，贝泰妮（300957）、润本股 ...

证券时报·数据宝统计，截至上午10:29，今日沪指跌0.26%，A股成交量485.58亿股，成交金额5867.04亿 元，比上一个交易日减少2.38%。个股方面，1220只个股上涨，其中涨停45只，4016只个股下跌，其中 跌停5只。从申万行业来看，美容护理、银行、纺织服饰等涨幅最大，涨幅分别为2.29%、1.17%、 0.74%；国防军工、电子、计算机等跌幅最大，跌幅分别为2.11%、1.65%、1.46%。（数据宝） | 机械设备 | | | | 电光科技 | | | --- | --- | --- | --- | --- | --- | | 计算机 | -1.46 | 664.24 | 13.14 | 网达软件 | -6.63 | | 电子 | -1.65 | 627.06 | -1.72 | 华虹公司 | -11.08 | | 国防军工 | -2.11 | 445.55 | 19.15 | 通易航天 | -9.44 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 今日各行业表现（截至上午10:29） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | ...

深圳商报·读创客户端记者 陈燕青 北交所市场今年以来走势强劲，北证50指数涨逾三成，可谓是一枝独秀。继去年四季度后，公募基金今 年一季度继续增持北交所。根据开源证券统计，一季度末公募重仓配置北交所金额创新高，较去年底增 长逾两成。对此，业内人士认为，北交所部分公司在细分领域具有较强的竞争力，中长期值得关注。 开源证券数据显示，一季度末公募重仓配置北交所金额创新高，为67.43亿元，较去年末增长24.45%； 占比公募在A股市值的0.11%，较2024年末增长0.02个百分点。 从公募在北交所配置家数来看，一季度末公募基金在北交所配置家数创新高，有34家公募配置北交所股 票，较去年末增长17.24%。 从被动指数基金规模角度来看，截至4月30日，今年以来北证50指数基金规模为95.39亿元，同比增长 22.63%。截至4月30日，11家北交所主题基金全部公布一季报， 11家基金总规模达43.51亿元，10家北 交所主题产品基金净值在1元以上，11家北交所主题基金今年至今取得平均33.48%的收益，且全部取得 正收益。 据年报统计，在265家北交所上市公司中，31家公司营业收入超过10亿元，超六成公司实现收入正增 ...