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诺思格收盘下跌1.18%,滚动市盈率35.02倍,总市值50.16亿元
Sou Hu Cai Jing· 2025-07-16 11:10
诺思格(北京)医药科技股份有限公司的主营业务是为全球的医药企业和科研机构提供综合的药物临床研 发全流程一体化服务。公司的主要产品是临床试验运营服务、临床试验现场管理服务、数据管理与统计 分析服务、生物样本检测服务、临床试验咨询服务、临床药理学服务。 7月16日,诺思格今日收盘51.94元,下跌1.18%,滚动市盈率PE(当前股价与前四季度每股收益总和的 比值)达到35.02倍,总市值50.16亿元。 从行业市盈率排名来看,公司所处的医疗服务行业市盈率平均43.29倍,行业中值47.24倍,诺思格排名 第24位。 资金流向方面,7月16日,诺思格主力资金净流出585.69万元,近5日总体呈流出状态,5日共流出 2593.49万元。 最新一期业绩显示,2025年一季报,公司实现营业收入1.73亿元,同比-2.53%;净利润2607.37万元,同 比13.12%,销售毛利率36.53%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)8诺思格35.0235.782.6950.16亿行业平均 43.2951.683.70173.14亿行业中值47.2457.963.0561.52亿1药明康德20.2523.9 ...
通策医疗收盘上涨1.50%,滚动市盈率36.61倍,总市值187.50亿元
Sou Hu Cai Jing· 2025-07-16 10:22
股东方面,截至2025年5月28日,通策医疗股东户数83145户,较上次减少1346户,户均持股市值35.28 万元,户均持股数量2.76万股。 通策医疗股份有限公司的主营业务是口腔医疗服务的提供、研发。公司的主要产品是医疗服务、产品销 售、建筑工程、综合服务费。 从行业市盈率排名来看,公司所处的医疗服务行业市盈率平均43.29倍,行业中值47.24倍,通策医疗排 名第25位。 7月16日,通策医疗今日收盘41.92元,上涨1.50%,滚动市盈率PE(当前股价与前四季度每股收益总和 的比值)达到36.61倍,创25天以来新低,总市值187.50亿元。 来源:金融界 最新一期业绩显示,2025年一季报,公司实现营业收入7.45亿元,同比5.11%;净利润1.84亿元,同比 6.22%,销售毛利率44.21%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)9通策医疗36.6137.394.45187.50亿行业平均 43.2951.683.70173.14亿行业中值47.2457.963.0561.52亿1药明康德20.2523.953.632263.59亿2康龙化成 24.6825.713.28461 ...
诚志丹东医院连办两场重磅会议
Zhong Guo Fa Zhan Wang· 2025-07-16 09:42
近日,丹东市第一医院(以下简称"诚志丹东医院")连续承办两场重量级会议,分别在推动国产高端医疗 设备研发应用和促进区域医疗、医保、医药"三医协同"高质量发展方面取得重要进展,展现了诚志丹东 医院在科技创新与医院精细化管理上的双重担当。 启动国家级课题,攻关国产放疗设备"卡脖子"难题 会上,刘城、张福泉、李涛、昝鹏、杨波、刘志凯、王伟平、柴爽、金京哲共同按下掌印,正式启动该 项目。项目各方将通力合作,快速推动放疗技术的创新和发展,让优质医疗服务惠及更多患者,共同为 实现健康中国战略目标贡献力量。 共话"三医协同",助力区域医院高质量发展 2025年6月21日,由丹东市医学会、丹东市医师协会主办,诚志丹东医院承办的丹东市"三医协同——高 质量发展研讨会"顺利召开。会议旨在搭建区域学术交流平台,促进各级医院在医疗、医保、医药协同 发展背景下提升精细化管理水平。 丹东市医学会会长姜洪涛,诚志丹东医院副院长万海燕、尹庆云,以及140余位来自丹东市各级医院的 医疗管理、医保、药学等相关领域专家和骨干参加了会议。会议由丹东市医师协会会长、诚志丹东医院 副院长王勇智主持。 会议现场 2025年6月18日,"十四五国家重点研发 ...
石榴云医等2家中企更新招股书 推进各自美股上市进程
Sou Hu Cai Jing· 2025-07-16 06:11
Group 1 - The core viewpoint of the news is the IPO plans of two companies, Shiliu Yunyi and DeepGreenX, both of which have updated their prospectuses for public offerings in the first half of the year [1][2][3] Group 2 - Shiliu Yunyi (POM) plans to issue 5 million shares at a price range of $4 to $6 per share, aiming to raise between $20 million and $30 million [1] - As of December 31, 2024, Shiliu Yunyi has signed contracts with 210,000 doctors and has served 700,000 patients, with projected revenue of $46.93 million and a net loss of $5.12 million for 2024 [2] - DeepGreenX (DXG) intends to pursue a direct listing on NASDAQ, having previously applied for a listing on the New York Stock Exchange, and does not require filing with the China Securities Regulatory Commission [2] - DeepGreenX is an AI green energy data service provider, focusing on digital asset operations for sustainable green digital economy value chains, with projected revenue of $24.08 million and a net loss of $2.45 million for 2024 [3]
毓璜顶医院依托3D打印技术以毫米级精度为患者再造新胸骨
Qi Lu Wan Bao· 2025-07-15 21:57
A Suite 7 You f @ @ 9 E 多方求医无果。今年,慕名找到烟台毓璜顶医院创伤骨科孙煜杰后,陈女士和家人只希望能早点解除"会呼 吸的痛"。完善相关检查后,孙煜杰很快找到了"元凶",原来是术后钢板失效,"咬"住了周围肌肉和神经,才 导致陈女士每次呼吸和活动疼痛不已。想要彻底解决问题,就只能取出钢板进行胸廓重建,但怎么能在胸 骨缺损如此之大的情况下实现精准修复又成了新问题。关键时刻,孙煜杰将目光投向了3D打印技术。 i 于佳霖威海报道 通讯员李成修崔方荣 在科学技术日新月异的今天,3D打印技术凭借独特的优势,正成为破解医学难题的"金钥匙"。 近日,烟台毓璜顶医院创伤骨科在省内率先应用3D打印定制假体治疗胸骨肿瘤术后内固定失效。该科主 任医师孙煜杰带领团队依托3D打印技术,为患者量身打造个性化胸骨假体,不仅突破了传统手术在复杂胸 腔结构修复上的桎梏,更以毫米级精度重塑胸廓,为长期受病痛折磨的患者卸下"枷锁"。此例手术的顺利 开展,不仅是医院硬核实力的生动注脚,更为胸骨肿瘤患者胸廓重建开辟了全新的路径,为无数患者点燃了 康复的希望之光。 医生化身"设计师" 五易其稿为患者再造新胸骨 被持续的胸疼困扰, ...
高盛:上调 MSCI 新兴市场指数至1370 点
智通财经网· 2025-07-15 11:00
Group 1: Trade and Economic Outlook - The U.S. plans to increase tariffs on imports starting August 1, with a general tariff level similar to the previously announced "reciprocal" tariffs [1] - The assumption for baseline tariff levels remains at 10% for most countries and 25% for key goods, with potential adjustments if higher tariffs are implemented for an extended period [1] - Emerging market stocks have shown strong performance, prompting an upward revision of the MSCI Emerging Markets Index target from 1290 to 1370 points, with a projected 12-month return of 11% [1] Group 2: Company Performance - Laopuhuangjin - Laopuhuangjin expects a significant increase in sales and net profit for the first half of 2025, with projections of 268% and 284% growth, respectively [2] - Key assumptions include a 202% increase in average sales per store and the opening of three new stores, despite a slight decline in gross margin [2] Group 3: Automotive Industry Insights - The Chinese automotive industry anticipates continued government support and subsidies, with no sudden termination expected [4] - Intense competition is expected to persist in the industry over the next 2-3 years, despite government efforts to curb disorderly competition [4] - Automakers with overseas operations have reported strong sales, with local production capacity progressing as planned [4] Group 4: Automotive Technology Developments - There is increasing customer recognition of autonomous driving technology, with accelerated adoption of lidar and in-house developed advanced driver assistance system chips [5] Group 5: Company Performance - Dongpeng Beverage and Lanke Technology - Dongpeng Beverage's revenue is projected to grow by 35% in 2025, with net profit growth expected to be between 17%-29% [6] - Lanke Technology anticipates a 52% year-on-year revenue increase in 2025, driven by the ramp-up of DDR5 and third-generation interface chips [7] Group 6: Healthcare Sector Outlook - The CDMO sector is expected to see strong performance, with increased investor interest in CRO/CDMO and medical technology as the 2025 earnings season approaches [8] Group 7: Company Performance - Bilibili - Bilibili's investor day highlighted confidence in achieving above-industry advertising growth, with a focus on game product line improvements and enhanced advertising efficiency [9]
医药生物周报(25年第27周):默沙东拟100亿美元收购Verona,获得COPD重磅药物-20250715
Guoxin Securities· 2025-07-15 09:20
Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5] Core Views - The pharmaceutical sector underperformed the overall market this week, with the healthcare services sector leading the gains. The overall A-share market rose by 1.50%, while the biopharmaceutical sector increased by 1.82%, outperforming the market [1][33] - Merck announced a $10 billion acquisition of Verona Pharma to obtain the COPD drug Ohtuvayre, which is expected to be a significant product in the respiratory disease treatment market [2][10] - WuXi AppTec is projected to achieve a 102% increase in net profit for the first half of 2025, with revenues expected to reach 20.799 billion yuan, reflecting a growth of 20.64% [3] Summary by Sections Market Performance - The biopharmaceutical sector's price-to-earnings ratio (TTM) stands at 35.79x, which is at the 77.7 percentile of its historical valuation over the past five years [1][38] - The overall A-share market and various sub-sectors showed positive performance, with healthcare services up by 6.46% [1][33] Key Company Updates - Merck's acquisition of Verona Pharma will provide access to Ohtuvayre, a dual-target PDE3/4 inhibitor approved for COPD maintenance therapy, marking a significant advancement in treatment options [2][10] - Ohtuvayre's sales reached $71 million in Q1 2025, indicating strong market uptake and potential for expansion into other indications [22][24] Company Earnings Forecasts - WuXi AppTec's net profit for H1 2025 is expected to be 8.561 billion yuan, a 101.92% increase, driven by strong operational performance [3] - The report includes earnings forecasts for several companies, with WuXi AppTec and Mindray Medical both rated as "Outperform" [4][42] Investment Recommendations - Mindray Medical is highlighted as a leading domestic medical device company benefiting from new healthcare infrastructure and product upgrades [42] - WuXi AppTec is recognized for its comprehensive service capabilities in the new drug development outsourcing market [42] - Other recommended companies include New Industries, Huatai Medical, and Aibo Medical, each with strong market positions and growth potential [42][43][44]
塞力医疗龙虎榜现多空博弈 知名营业部双向操作引关注
Sou Hu Cai Jing· 2025-07-15 05:08
风险提示:本文基于公开数据整理,不构成任何投资建议。证券市场存在波动风险,投资者需审慎决 策。 来源:金融界 7月14日盘后数据显示,塞力医疗因单日换手率超20%登上龙虎榜。值得关注的是,多家知名证券营业 部同时现身买卖双方榜单,呈现出明显的多空博弈特征。 在买方阵营中,广发证券武汉纺织路营业部以4244.62万元居首,该营业部近期在医疗板块操作频繁。 国泰海通证券总部以3960万元紧随其后,其近三个月上榜次数达559次,显示出极强的市场活跃度。瑞 银证券上海花园石桥路第二营业部与中信证券上海分公司同时上榜,这两家营业部在成长股交易中具有 较高辨识度。值得注意的是,机构专用席位以3205.40万元位列买方第四,显示出专业投资机构对该股 的关注。 卖方榜单呈现明显分化,国泰海通证券总部与瑞银证券上海花园石桥路第二营业部在卖出端分别以 8057.35万元和6109.61万元占据前两位,与其在买方榜单的操作形成鲜明对比。摩根大通证券上海银城 中路营业部以2678.74万元位列卖方第三,该席位在跨境资本流动中具有风向标意义。华创证券北京西 直门营业部与中信证券上海漕溪北路营业部则作为新生力量首次现身该股卖方榜单。 从 ...
财信证券晨会纪要-20250715
Caixin Securities· 2025-07-15 00:00
Market Overview - The A-share market shows mixed performance with the Shanghai Composite Index closing at 3519.65, up 0.27% [2][4] - The Shenzhen Component Index decreased by 0.11%, while the ChiNext Index fell by 0.45% [2][4] - The overall market sentiment remains cautious with a focus on the electric power sector, which has shown strength recently [4][11] Economic Indicators - In the first half of 2025, China's total goods trade reached 21.79 trillion yuan, a year-on-year increase of 2.9% [18][19] - The total value of exports was 13 trillion yuan, growing by 7.2%, while imports decreased by 2.7% to 8.79 trillion yuan [19][20] - The People's Bank of China reported an increase of 12.92 trillion yuan in RMB loans during the same period [20][21] Industry Dynamics - The EVTank report indicates that in 2024, Chinese companies dominated the global high-rate battery market, occupying eight out of the top ten positions [30] - The construction of the largest 750 kV ring network project in China has been completed, enhancing power supply capabilities in the Xinjiang region [34] - The photovoltaic industry is undergoing a transformation with efforts to reduce "involution" and improve overall market conditions [62] Company Performance - KingMed Diagnostics (603882.SH) is expected to report a net loss of 0.65 billion to 0.95 billion yuan for the first half of 2025, a significant decline from a profit of 0.90 billion yuan in the previous year [36] - Zhongji United (605305.SH) anticipates a net profit of 0.25 billion to 0.30 billion yuan, reflecting a growth of 78.02% to 113.63% year-on-year [37] - JiuLi Special Materials (002318.SZ) is set to enhance its production capabilities with a new high-tech seamless steel pipe production line [40] Financial Performance - Youfu Co., Ltd. (002427.SZ) expects to turn a profit in the first half of 2025, with a net profit forecast of 10 million to 15 million yuan [44] - MiaoKe LanDuo (60882.SH) projects a net profit increase of 56% to 89% for the first half of 2025, driven by rising cheese product sales [46] - Shengyi Technology (688183.SH) anticipates a staggering net profit growth of 432% to 471% for the same period, attributed to strategic product optimization [55]
更要关心“人” 在减重门诊这些医生“组团”为患者诊疗
今年4月,国家卫生健康委办公厅、国家中医药局综合司联合发布通知,要求国家卫生健康委、国家中 医药局属(管)、省(区、市)属综合医院、儿童医院、中医医院要在2025年6月底前基本实现健康体 重管理门诊设置全覆盖。国家卫生健康委员会主任雷海潮在今年全国两会上表示,将持续推进"体重管 理年"行动。"国家喊你减肥""体重管理"等话题频频登上热搜,引起网友热议。 "你们一下午能看多少位患者?"对于记者的提问,李舍予笑着反问:"你觉得能看多少?"记者根据以往 跟诊采访的经历回答:"大概30个吧。""最多看10位患者。"看到记者不解,他起身说,"来吧,跟一下 午你就知道了。" 每周三下午两点前,四川大学华西医院肥胖与代谢多学科联合门诊候诊大厅内,有不少前来寻求"良 方"的患者。与其他诊室体态各异的患者不同,这个门诊的患者都有着显著的肥胖体征,有的甚至伴有 向心性肥胖体态或与代谢综合征相关的皮肤改变。 7月2日下午1点30分,华西医院内分泌代谢科主任医师李舍予准时出现在门诊,开始接待患者。他对中 青报·中青网记者介绍说,这些患者此前分别在内分泌代谢科、胃肠外科等专科门诊就诊,由于单科医 生难以确定最佳治疗方案,于是建议他们进 ...