以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，国际医学发布业绩预告，预计2025年全年扣除后营业收入:390,500万元至392,500万元。 公告中解释本次业绩变动的原因为： 报告期内，公司受市场波动、DRG支付政策改革等行业动态调整影响，营业收入同比下降。公司采取 调整业务结构，实施降本增效等措施并持续改善经营成效，第四季度亏损幅度收窄，但营业收入总规模 尚未能覆盖运营成本和期间费用。 国际医学2025年三季报显示，前三季度公司主营收入29.95亿元，同比下降16.94%；归母净利润-2.94亿 元，同比下降38.45%；扣非净利润-3.12亿元，同比下降41.94%；其中2025年第三季度，公司单季度主 营收入9.61亿元，同比下降18.95%；单季度归母净利润-1.29亿元，同比下降234.24%；单季度扣非净利 润-1.23亿元，同比下降52.03%；负债率68.8%，投资收益2075.86万元，财务费用1.11亿元，毛利率 6.59%。 ...

智通财经APP讯，国际医学(000516.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 2.95亿元至3.15亿元;扣除非经常性损益后的净亏损3.2亿元至3.5亿元。 ...

报告期内，公司受市场波动、DRG支付政策改革等行业动态调整影响，营业收入同比下降。公司采取 调整业务结构，实施降本增效等措施并持续改善经营成效，第四季度亏损幅度收窄，但营业收入总规模 尚未能覆盖运营成本和期间费用。 国际医学2025年三季报显示，前三季度公司主营收入29.95亿元，同比下降16.94%；归母净利润-2.94亿 元，同比下降38.45%；扣非净利润-3.12亿元，同比下降41.94%；其中2025年第三季度，公司单季度主 营收入9.61亿元，同比下降18.95%；单季度归母净利润-1.29亿元，同比下降234.24%；单季度扣非净利 润-1.23亿元，同比下降52.03%；负债率68.8%，投资收益2075.86万元，财务费用1.11亿元，毛利率 6.59%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，国际医学发布业绩预告，预计2025年全年扣非后净利润亏损3.2亿元至3.5亿元。 公告中解释本次业绩变动的原因为： ...

中证报中证网讯（记者 齐金钊）日前，第二届北大医疗集团开放日在北京、深圳两地同步举行，集中 展示了北大医疗集团的年度服务成果与未来战略蓝图。北大医疗集团董事长朱友刚介绍，作为中国平 安"综合金融+医疗养老"战略的核心业务成员，北大医疗集团凭借"健-医-康"全周期服务的创新实践， 2025年业绩实现高质量增长，其中非医保收入增速达35%，门急诊人次突破320万人次，聚焦学科建 设，三四级手术量同比增长20%，门诊患者满意度、住院患者满意度双双创下历史最佳纪录。 打造"健-医-康"三大板块 据介绍，北大医疗集团深度依托平安集团的战略与业务优势，携手北京大学医学部深化协同，通过"管 理+学科+科研+品牌"四维赋能，共建公立与社会办医协同发展典范。 朱友刚表示，北大医疗的核心竞争力源于"北大底蕴"的深厚积淀与"平安特色"的战略赋能，二者共同为 北大医疗构建起不可复制的发展优势。 朱友刚表示，北大医疗将积极响应国家政策，依托平安集团"综合金融+医疗养老"生态协同优势，坚 持"一切为了患者"的初心，用"北大品质"筑牢医疗根基，以"平安特色"激活服务生态，持续夯实综合医 北大医疗集团总经理刘雅娟介绍，"医险协同"模式已显现 ...

业绩变动原因说明：报告期内，公司受市场波动、DRG支付政策改革等行业动态调整影响，营业收入 同比下降。公司采取调整业务结构，实施降本增效等措施并持续改善经营成效，第四季度亏损幅度收 窄，但营业收入总规模尚未能覆盖运营成本和期间费用。 格隆汇1月26日丨国际医学(000516.SZ)公布，预计2025年1月1日至2025年12月31日归属于上市公司股东 的净利润亏损：3.15亿元-2.95亿元，比上年同期下降：23.95%-16.08%；扣除非经常性损益后的净利润 亏损：3.5亿元-3.2亿元，比上年同期下降：21.98%-11.53%。 ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5] Core Views - The pharmaceutical sector underperformed the overall market, with a 0.39% decline in the biopharmaceutical sector compared to a 1.17% increase in the total A-share market [32] - The TTM price-to-earnings ratio for the pharmaceutical sector is 38.51x, which is at the 84.35th percentile of the historical valuation over the past five years [32][37] - The report highlights a shift in fund holdings, with a decrease in the proportion of pharmaceutical holdings in both pharmaceutical and non-pharmaceutical funds [11][16] Summary by Sections Market Performance - The overall A-share market increased by 1.17%, while the Shanghai and Shenzhen 300 index decreased by 0.62% [32] - The biopharmaceutical sector's performance was weaker than the overall market, with specific declines in chemical pharmaceuticals (-1.11%) and medical services (-2.17%) [32] Fund Holdings Analysis - As of Q4 2025, the net asset value of pharmaceutical funds reached 358.4 billion, a decrease of 9.0% from the previous quarter [11] - The proportion of pharmaceutical holdings in all funds was 7.97%, down 1.71 percentage points [16] - The largest sub-sectors by holdings were chemical preparations (37.5%) and other biological products (20.8%) [19] Company Earnings Forecasts and Ratings - Key companies such as Mindray Medical (237 billion market cap, "Outperform" rating) and WuXi AppTec (293.6 billion market cap, "Outperform" rating) are highlighted for their strong earnings forecasts [4] - The report lists several companies with projected earnings growth, including Aier Eye Hospital and New Industry, both rated "Outperform" [4] Investment Strategy - The report recommends focusing on innovative drugs and the CXO sector, emphasizing the competitive advantages of Chinese companies in the chemical CDMO space [41] - A portfolio of recommended stocks includes Mindray Medical, WuXi AppTec, and Aier Eye Hospital, among others [42][43]

Market Overview - The medical services sector experienced a decline of 1.41% on January 26, with Meidisi leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable gainers in the medical services sector included: - Guangzheng Eye Hospital (002524) with a closing price of 5.05, up 10.02% on a trading volume of 266,400 shares and a transaction value of 132 million [1] - Lanwei Medical (301060) closed at 12.28, up 3.98% with a trading volume of 325,000 shares and a transaction value of 392 million [1] - Major decliners included: - Meidisi (688202) closed at 60.88, down 7.28% with a trading volume of 71,600 shares and a transaction value of 444 million [2] - Meinian Health (002044) closed at 7.26, down 6.08% with a trading volume of 3.7675 million shares and a transaction value of 2.776 billion [2] Capital Flow - The medical services sector saw a net outflow of 1.318 billion from institutional investors, while retail investors had a net inflow of 1.011 billion [2] - The capital flow for specific stocks showed: - Boteng Co. (300363) had a net outflow of 39.83 million from institutional investors [3] - Guangzheng Eye Hospital (002524) had a net inflow of 39.29 million from institutional investors [3] - Lanwei Medical (301060) had a net inflow of 24.71 million from institutional investors [3]

Group 1 - The core viewpoint of the article emphasizes the importance of ensuring medication safety during the Spring Festival by conducting special inspections of drug retail enterprises and medical institutions [1] Group 2 - The inspection focuses on key risk points such as the legality of drug procurement channels, compliance of storage and transportation conditions, and the management of prescription drug sales [1] - Enforcement personnel pay special attention to commonly used medications for prevalent diseases during the festival, as well as chronic disease medications and special management drugs, ensuring their quality and safety [1] - The action involves collaboration among departments to enhance regulatory effectiveness, with immediate rectification orders issued for issues found during inspections, such as uncalibrated temperature control equipment and inadequate drug classification management [1] - Continuous efforts will be made to strengthen drug safety inspections and emergency response during the holiday period, ensuring a safe and peaceful Spring Festival for the public [1]

（记者 王晓波） 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 每经AI快讯，国际医学1月26日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损2.95 亿元~3.15亿元；基本每股收益亏损0.14元~0.13元。上年同期归属于上市公司股东的净利润亏损约2.54 亿元。基本每股收益亏损0.11元。业绩变动主要原因是，报告期内，公司受市场波动、DRG支付政策改 革等行业动态调整影响，营业收入同比下降。公司采取调整业务结构，实施降本增效等措施并持续改善 经营成效，第四季度亏损幅度收窄，但营业收入总规模尚未能覆盖运营成本和期间费用。 ...

1月21日，昭衍新药（603127）发布了2025年度业绩预告。公司预计实现营业收入约15.73亿元到17.38亿 元，较2024年减少约13.9%到22.1%；实现净利润约2.33亿元到3.49亿元，较2024年增加约214%到 371%；实现扣非净利润2.46亿元到3.70亿元，较2024年增加约945.2%到1467.7%。 全文请见：实验猴涨价推动昭衍新药业绩反转！去年股价飙升110.9%，实控人两天套现超3.7亿元 昭衍新药的生物资产主要包括哪些呢？价格上涨了多少呢？对此，每经资本眼专栏记者致电昭衍新药证 券部，接电话的相关人士表示，主要是试验用的猴子，价格上涨主要发生在2025年下半年，目前无法告 知具体涨幅数据。 公告显示，由于价格上涨叠加自身自然生长增值，2025年昭衍新药所持的生物资产的市场公允价值出现 正向变动，为公司贡献的净利润约4.52亿元到4.99亿元。而公司实验室服务及其他业务则出现亏损，亏 损金额约1.30亿元至2.06亿元。 ...