智通财经6月13日电，赛默飞计划以40亿美元出售其部分诊断业务。 ...

2、董事长好!请问董事长，股票一直在净资产下面，公司 近期是否有计划提升市值计划。 答：尊敬的投资者，您好！公司于 2025 年 4 月 25 日披露 了《2025 年度估值提升计划》，公司拟通过提升经营效率、 积极寻求投资并购、持续现金分红、适时开展中长期激励计划、 优化信息披露与投资者关系管理等举措，提升公司投资价值和 股东回报能力，推动公司投资价值合理反映公司质量，增强投 资者信心、维护全体股东利益，促进公司高质量发展。感谢您 的关注！ 3、陈董您好，2023 年检测业务萎缩，公司急需新的增长 点， 投资者普遍关心公司的创新业务扩展，比如通过并购快 速获取技术和市场，增加市占率， 请问公司是否切入传染病 产业链上的疫苗或创新药领域，以应对后疫情时代的业绩挑 战。 答：尊敬的投资者您好！目前公司暂未切入传染病产业链 的疫苗或创新药领域。公司正聚焦现有核心技术优势，从两方 证券代码：002932 证券简称：明德生物 武汉明德生物科技股份有限公司投资者关系活动记录表 编号：2025-001 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 业绩说明会 ...

Core Viewpoint - Haobor (688656.SH) is engaged in the research, production, and sales of in vitro diagnostic reagents, focusing on allergy and autoimmune disease testing [1] Company Overview - The company has reported normal daily operations with no significant changes [1] - There have been no major adjustments in the market environment or industry policies [1] - Production costs and sales conditions have not experienced significant fluctuations [1] - Internal production and operational order remains normal [1]

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 ...

Summary of Bio Techne Conference Call Company Overview - **Company**: Bio Techne - **Analyst**: Matt Sykes, Goldman Sachs - **CFO**: Jim Hipple - **Head of IR**: David Claire Key Highlights from Fiscal Q3 Results - **Overall Growth**: Achieved 6% organic growth in Q3 despite macroeconomic headwinds [5][6] - **Protein Sciences Segment**: Notable 7% growth, driven by widespread demand across core reagents and instrument platforms [5][6] - **Large Pharma Market**: Contributed significantly to growth, accounting for 30% of total revenue, with double-digit growth observed [6][7] U.S. Academic Market Insights - **Revenue Contribution**: U.S. academic customers represent approximately 12% of total revenue [12] - **Market Volatility**: Academic market has been volatile due to budget cuts and NIH funding fluctuations, but core reagents remain stable [10][11] - **International Exposure**: Academic markets outside the U.S., particularly in Europe, have shown robust growth, helping to stabilize overall academic revenue [14] Tariff Exposure and Mitigation - **Manufacturing Resilience**: Most products manufactured in the U.S., with core reagents exempt from tariffs, minimizing exposure [16][17] - **Mitigation Strategies**: Ability to ramp up production in non-China facilities to avoid tariff impacts [18] China Market Performance - **Revenue Impact**: China accounts for about 8% of total revenue, with recent quarters showing negative mid-single-digit growth [20][21] - **Customer Sentiment**: A slight shift towards optimism among customers in China, indicating potential for future growth [22][23] Biopharma Market Dynamics - **Market Segmentation**: Distinction between large pharma and biotech, with large pharma showing more stability and less volatility [26][27] - **R&D Budgets**: Anticipated increases in R&D budgets for large pharma in 2025, despite recent caution due to external factors [28][30] Instrumentation and Consumables - **Growth in Instrumentation**: Achieved upper single-digit growth in instrumentation, driven by strong consumable pull-through [43][44] - **Competitive Advantage**: Unique product offerings with minimal direct competition in key instrument platforms [45][46] GMP Reagents and Cell & Gene Therapy - **Revenue Dynamics**: Growth in GMP reagents is lumpy due to reliance on clinical trial purchases, but reflects progress in customer development [50][52] - **Wilson Wolf Acquisition**: Bio Techne owns 20% of Wilson Wolf, with plans to acquire the remaining 80% based on performance metrics, enhancing growth potential in cell therapy [62][65] Spatial Biology and Diagnostics - **Market Position**: Bio Techne is a leading player in spatial biology, with a focus on translational applications and a profitable business model [67][68] - **COMET Platform**: New automated solution for spatial biology, capable of multi-omic detection, enhancing reagent pull-through [69][70] Financial Outlook - **Q4 Expectations**: Anticipating low single-digit growth due to continued market challenges, particularly in large pharma [73][75] - **Margin Projections**: Expected decline in operating margins due to tariff impacts, but viewed as a temporary issue [76][77] Capital Allocation Strategy - **Share Repurchase Plan**: Announced a $500 million share repurchase plan, indicating confidence in company valuation and a tactical approach to capital allocation [78][81] - **M&A Strategy**: Continued focus on M&A as a key growth strategy, particularly targeting private companies [80][82]

Core Viewpoint - The company, 热景生物, has seen significant stock price increases due to its investments in innovative pharmaceutical companies, but it faces ongoing losses in its core in vitro diagnostics business, raising concerns about future profitability from these investments [1][5]. Group 1: Stock Performance and Market Sentiment - On June 9, the stock price of 热景生物 surged by 18.15%, reaching a peak of 164.28 yuan before closing down 1.95% on June 10 [2]. - The stock has increased by 155.5% year-to-date and has seen a staggering 5.8-fold increase since the "924" market rally last year, ranking among the top five performers in the A-share market [1][2]. - The company’s small market capitalization and high volatility have attracted speculative trading, particularly in the context of the innovative drug theme [2]. Group 2: Investment in Innovative Pharmaceuticals - 热景生物 is pursuing a dual strategy of "diagnostics + innovative drugs," focusing on antibody and nucleic acid drugs through strategic investments in innovative pharmaceutical companies [3]. - As of the end of Q1 this year, the company had invested 312 million yuan in long-term equity investments, with a reported loss of 43.61 million yuan from these investments last year [3]. - The company has invested in several innovative drug firms, with one focusing on original antibody drug development recently completing a 300 million yuan Series A financing round [3][4]. Group 3: Financial Performance and Challenges - The core diagnostics business of 热景生物 has been experiencing significant losses, with a dramatic decline in revenue and profit following the peak sales of COVID-19 antigen test kits [5][6]. - In 2021, the company reported a revenue of 5.063 billion yuan from COVID-19 tests, but this dropped to 541 million yuan in 2023, a decline of nearly 85% [5]. - The company reported a net loss of 593.3 million yuan in 2023, continuing a trend of losses over seven consecutive quarters [1][6]. Group 4: Shareholder Actions - Following the surge in stock price, major shareholders, including 同程热景, have begun to cash out, with a total reduction of 214 million yuan in shares [1][6]. - The controlling shareholder, 林长青, is associated with 同程热景, indicating a coordinated exit strategy among major stakeholders [6].

Revvity (RVTY) FY Conference Summary Company Overview - **Company**: Revvity (formerly PerkinElmer) - **Industry**: Life Sciences Tools and Diagnostics Key Points and Arguments Market Environment and Company Adaptation - The current market is dynamic with uncertainties due to policy changes, tariffs, and challenges in pharma, biotech, and academia sectors [3][4][5] - Revvity's diverse portfolio has demonstrated resilience amidst these challenges, with 60% of revenue now coming from diagnostics and software [4][5][8] Financial Performance and Growth - Revvity's growth rate is at the top end of its publicly traded peer group, with a long-range plan (LRP) growth target of 6-8%, compared to 3-5% previously [4][7] - The company has shifted to a recurring revenue model, with over 80% of revenue now from recurring sources, improving margins from 18-20% to 28% [7][8] - Organic growth guidance for the year is set at 3-5%, with confidence in achieving this despite market uncertainties [9][12] Life Sciences Segment Challenges - The life sciences segment faces challenges due to funding shifts towards clinical work, impacting preclinical discovery [14][15] - Revvity's differentiated product portfolio in consumables is expected to maintain growth despite these challenges [15][20] Software Business - Revvity's software business is unique, functioning as an ERP for researchers, with 48 out of the top 50 pharma companies using its software [26][28] - The software segment is expected to grow significantly, contributing to overall margin improvement [56] Diagnostics and Growth Opportunities - Immunodiagnostics represent a significant growth opportunity in the U.S., with current market penetration at 15-20% compared to a historical 35-40% [30][31] - The company is focusing on expanding its offerings in reproductive health and rare disease testing, leveraging partnerships for growth [40][41] Competitive Landscape in China - Revvity faces intense competition in China, but differentiates itself through proprietary assays and a focus on complex diseases [35][36] - The company is adapting to local market conditions and regulatory environments to maintain growth and profitability [36][39] Capital Allocation and M&A Strategy - Revvity has been active in M&A, completing 13 acquisitions in 22 months to enhance its portfolio [60][62] - Current capital allocation focuses on share buybacks, with a balanced approach to future M&A opportunities [64][68] Long-term Outlook - The company aims for mid-30s operating margins in a normalized market environment, with equal opportunities for margin expansion across life sciences and diagnostics [54][56] - Revvity's strong portfolio and execution strategy position it well for long-term growth despite current macroeconomic challenges [72][74] Additional Important Insights - The company emphasizes innovation and automation in its product offerings to enhance researcher productivity, especially in a budget-constrained environment [47] - Revvity's software and diagnostics segments are seen as critical to its long-term success, with ongoing efforts to improve customer stickiness and market penetration [25][28][70]

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 ...