南微医学科技股份有限公司的主营业务是微创医疗器械的研发、制造和销售。公司的主要产品是活检 类、止血和闭合类、EMR/ESD类、扩张类、ERCP类、EUS/EBUS类、消融仪、消融针系列产品、一次 性胆胰成像系统（胆道镜）、一次性支气管镜及相关耗材。 最新一期业绩显示，2025年一季报，公司实现营业收入6.99亿元，同比12.75%；净利润1.61亿元，同比 12.18%，销售毛利率65.69%。 7月23日，南微医学今日收盘76.76元，上涨1.08%，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25.27倍，总市值144.19亿元。 从行业市盈率排名来看，公司所处的医疗器械行业市盈率平均53.52倍，行业中值37.14倍，南微医学排 名第53位。 截至2025年一季报，共有17家机构持仓南微医学，其中基金17家，合计持股数546.05万股，持股市值 3.69亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13南微医学25.2726.063.61144.19亿行业平均 53.5248.844.67111.58亿行业中值37.1437.112.5651.72亿1九安医疗10.941 ...

Company Overview - Shanghai Microelectronic Electrophysiology Medical Technology Co., Ltd. focuses on the development, production, and sales of innovative medical devices in the field of electrophysiological interventional diagnosis and ablation treatment [2] - The company aims to provide globally competitive integrated solutions for diagnosis and ablation treatment centered on precise interventional navigation [2] Product Portfolio - Key products include the Columbus 3D cardiac electrophysiology mapping system, EasyFinder 3D magnetic positioning adjustable mapping catheter, and various disposable mapping and ablation catheters [2] - The company’s cryoablation devices and balloon-type cryoablation catheters have been approved for inclusion in the "2024 Shanghai Biomedical 'New Excellent Drugs and Devices' Product Directory" [2] - The fourth-generation 3D cardiac electrophysiology mapping system is also listed in the "2024 Shanghai Innovative Product Recommendation Directory" [2] Financial Performance - For Q1 2025, the company reported revenue of 104 million yuan, a year-on-year increase of 16.77% [3] - Net profit reached 17.87 million yuan, showing a significant year-on-year growth of 328.63% [3] - The gross profit margin stood at 60.56% [3] Market Position - As of July 23, the company's stock closed at 20.69 yuan, with a rolling price-to-earnings (PE) ratio of 148.04, significantly higher than the industry average of 53.52 [1][3] - The total market capitalization is approximately 9.737 billion yuan [1] - The company ranks 110th in terms of PE ratio within the medical device industry [1] Shareholder Information - As of March 31, 2025, the number of shareholders is 7,764, a decrease of 209 from the previous count [1] - The average market value of shares held by each shareholder is 352,800 yuan, with an average holding of 27,600 shares [1]

7月23日，爱威科技今日收盘23.4元，下跌2.58%，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66.05倍，总市值15.91亿元。 从行业市盈率排名来看，公司所处的医疗器械行业市盈率平均53.52倍，行业中值37.14倍，爱威科技排 名第92位。 最新一期业绩显示，2025年一季报，公司实现营业收入5329.53万元，同比13.85%；净利润632.10万 元，同比24.63%，销售毛利率55.59%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13爱威科技66.0569.663.1715.91亿行业平均 53.5248.844.67111.58亿行业中值37.1437.112.5651.72亿1九安医疗10.9411.060.86184.59亿2英科医疗 12.7713.771.14201.84亿3新华医疗15.2014.091.2497.43亿4奥美医疗15.9515.631.6457.63亿5山东药玻 15.9516.001.83150.91亿6振德医疗16.0515.131.0258.27亿7康德莱16.5816.591.3735.73亿8九强生物 17.0215.8 ...

7月23日，正川股份今日收盘19.47元，下跌1.27%，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68.28倍，总市值29.44亿元。 从行业市盈率排名来看，公司所处的医疗器械行业市盈率平均53.52倍，行业中值37.14倍，正川股份排 名第93位。 股东方面，截至2025年3月31日，正川股份股东户数18803户，较上次减少638户，户均持股市值35.28万 元，户均持股数量2.76万股。 重庆正川医药包装材料股份有限公司的主营业务是药用玻璃管制瓶等药用包装材料的研发、生产和销 售。公司的主要产品是硼硅玻璃管制瓶、钠钙玻璃管制瓶、铝盖、铝塑组合盖、预灌封注射器组合件、 卡式瓶等高值产品。公司是中国医药包装协会理事单位、全国包装标准化技术委员会玻璃容器分技术委 员会会员单位、中国疫苗行业协会会员。 最新一期业绩显示，2025年一季报，公司实现营业收入1.62亿元，同比-34.24%；净利润1091.41万元， 同比-48.15%，销售毛利率21.61%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13正川股份68.2855.292.4329.44亿行业平均 53.5248.84 ...

序号股票简称PE(TTM)PE(静)市净率总市值(元)9奥泰生物17.6018.561.4256.13亿行业平均 53.5248.844.67111.58亿行业中值37.1437.112.5651.72亿1九安医疗10.9411.060.86184.59亿2英科医疗 12.7713.771.14201.84亿3新华医疗15.2014.091.2497.43亿4奥美医疗15.9515.631.6457.63亿5山东药玻 15.9516.001.83150.91亿6振德医疗16.0515.131.0258.27亿7康德莱16.5816.591.3735.73亿8九强生物 17.0215.832.0984.31亿10维力医疗17.8218.532.0940.65亿11三鑫医疗19.1519.163.1543.57亿12安图生物 19.3418.462.48220.51亿 来源：金融界 杭州奥泰生物技术股份有限公司的主营业务是体外快速诊断试剂的研发、生产和销售。公司的主要产品 是传染病类、毒品及药物滥用类、妇女健康类、新冠检测类、肿瘤类、心肌类。2024年9月，公司获 评"杭州市上市企业ESG战略慈善影响力先锋20" ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Sainuo Medical, indicating a significant increase in net profit and a high PE ratio compared to industry averages [1][2] - As of March 31, 2025, Sainuo Medical had 11,044 shareholders, an increase of 381 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The company specializes in the research, production, and sales of high-end interventional medical devices, with key products including biodegradable drug-coated coronary stent systems and various types of balloon dilation catheters [1] Group 2 - In the first quarter of 2025, Sainuo Medical reported revenue of 101 million yuan, a year-on-year increase of 10.75%, and a net profit of 2.9693 million yuan, reflecting a substantial year-on-year growth of 277.50% [2] - The company's gross profit margin stood at 59.66%, indicating strong profitability relative to its revenue [2] - Sainuo Medical's rolling PE ratio is 850.40, significantly higher than the industry average of 53.52 and the median of 37.14, positioning it at 121st in the industry ranking [2]

Core Viewpoint - Zhendermedical's stock closed at 21.87 yuan, up 2.53%, with a rolling PE ratio of 16.05, marking a new low in 75 days, and a total market value of 5.827 billion yuan [1] Company Summary - Zhendermedical specializes in the research, production, and sales of medical and health products, focusing on basic care, surgical infection control, pressure treatment and fixation, stoma and modern wound care, and infection control protection [1] - The company has received multiple technical awards, including provincial key enterprise research institutes and high-tech enterprise certifications, and has passed the national high-tech enterprise review [1] - For Q1 2025, Zhendermedical reported revenue of 999.2 million yuan, a year-on-year increase of 2.87%, and a net profit of 51.2419 million yuan, a year-on-year decrease of 30.19%, with a gross profit margin of 34.28% [1] Industry Summary - The average PE ratio for the medical device industry is 53.52, with a median of 37.14, placing Zhendermedical at 36th in the industry ranking [2] - The industry average and median PE ratios indicate a higher valuation compared to Zhendermedical's current PE ratio of 16.05 [2] - The total market value of Zhendermedical is 5.827 billion yuan, which is significantly lower than the industry average market value of 111.58 billion yuan [2]

序号股票简称PE(TTM)PE(静)市净率总市值(元)13心脉医疗28.0825.023.27125.64亿行业平均 53.5248.844.67111.58亿行业中值37.1437.112.5651.72亿1九安医疗10.9411.060.86184.59亿2英科医疗 12.7713.771.14201.84亿3新华医疗15.2014.091.2497.43亿4奥美医疗15.9515.631.6457.63亿5山东药玻 15.9516.001.83150.91亿6振德医疗16.0515.131.0258.27亿7康德莱16.5816.591.3735.73亿8九强生物 17.0215.832.0984.31亿9奥泰生物17.6018.561.4256.13亿10维力医疗17.8218.532.0940.65亿11三鑫医疗 19.1519.163.1543.57亿12安图生物19.3418.462.48220.51亿 来源：金融界 上海微创心脉医疗科技(集团)股份有限公司的主营业务是主动脉及外周血管介入医疗器械的研发、生产 和销售。公司的主要产品是胸主动脉覆膜支架系统、腹主动脉覆膜支架系统、术中支架类、球囊类 ...

策略报告 | 投资策略专题 策略专题 证券研究报告 2025 中报前瞻：关注预告日至财报日的景气超额 核心结论：交易维度，关注周期&资源类在预告日至正式财报日的超额行情。 尤其可以关注景气叠加的基础化工方向。盈余惊喜角度，我们梳理了出现了 股价维度"盈余惊喜"信号，且近一个月分析师盈利预测中值上调的 10 家 公司；从行业分布来看，出现股价维度盈余惊喜信号的公司数量超过 5 家， 并且盈余惊喜出现概率不小于 2%的申万一级行业为：医药生物。此外"盈余 惊喜"出现概率较高的行业还有钢铁、有色、电子、通信行业、美容护理、 家用电器行业。已发布的业绩预告中，电子、基础化工、机械设备、电力设 备 25H1 业绩预告表现亮眼，中报预告利润增速同比增速超 30%的公司数量 已超 45 家，综合来看，大部分行业二季报业绩预告表现与一季度表现大致 相同。 2025 中报业绩预告分析：截至 2025 年 07 月 20 日，全 A 共 1574 家公司披 露 25Q2 业绩预告或业绩快报（含在招股说明书中披露上半年业绩预告的公 司）或正式财务报告，披露率约为 29%，业绩预告预喜率约 43.7%。从盈余惊 喜角度，我们梳理了出 ...

周三（7月23日），A股市场全天冲高回落，沪指3600点得而复失。两市全天小幅缩量成交1.86万亿元， 市场热点较为杂乱，个股跌多涨少，全市场超4000只个股下跌。 午后大金融走高助力指数突破，"牛市旗手"板块异动明显，"券茅"东方财富成交额登顶，A股顶流券商 ETF（512000）盘中涨近3%上探年内新高，午后随市回落收涨0.88%，日线强势5连阳，全天放量成交 17.66亿元。互联网券商同步启动攻势，指南针股价一度刷新高，规模超80亿元的金融科技ETF （159851）场内收涨。 港股市场方面，港股互联网龙头表现亮眼，腾讯控股飙涨近5%，创近4年来新高，市值重回5万亿港 元，重仓港股互联网龙头的港股互联网ETF（513770）场内应声大涨2.65%创阶段新高。华泰证券指 出，在景气修复和估值性价比的交集中，投资者可关注科技重估驱动的第三轮中国资产重估行情。 【ETF全知道热点收评】重点聊聊券商、医疗和创业板人工智能等三个行业主题ETF的交易和基本面情 况。 一、牛市旗手现重要信号！东财192亿成交登顶，"一哥"同步发力，券商ETF（512000）放量上探近3% 医疗近期补涨明显，今日CXO、医疗器械携手发 ...