靠说"滴血验癌"故事出圈的觅瑞上市了。 21世纪经济报道记者 唐唯珂 广州报道 5月23日，Mirxes Holding Company Limited（以下简称"觅瑞"）正式在香港联合交易所主板挂牌上市， 开盘一度大涨超过70%，随后回落。截至23日收盘，这家miRNA明星公司每股报30.00港元，较发行价 23.30港元大涨28.76%，总市值约82.90亿港元。 招股书显示，觅瑞成立于2014年，作为一家总部位于新加坡的核糖核酸(RNA)技术公司，专注于在全球 范围内普及疾病筛查诊断解决方案，是用于癌症及其他疾病早期检测的、无创的、基于血液的 microRNA(miRNA)检测试剂盒的提供商。 觅瑞本次IPO全球发售4662万股，占发行完成后总股份的16.87%，每股定价23.30港元，募集资金总额约 10.86亿港元，所得款净额约8.81亿港元。 传染病业务分部是作为觅瑞早期检测及精准多组学业务分部的补充。公司于疫情期间为约35个国家开 发、生产及部署Fortitude™ COVID-19诊断试剂盒。通过大规模生产及商业化Fortitude™试剂盒来应对 COVID-19疫情，使觅瑞成为东南亚领先的诊 ...

中国通号：中标总计约37.89亿元轨道交通市场重要项目 5月23日晚，中国通号（688009）发布公告称，公司在2025年3月至4月共中标十一个轨道交通市场重要 项目，包括铁路市场8个和城市轨道交通市场3个。以上项目中标金额总计约为37.89亿元，约占该公司 中国会计准则下2024年经审计营业收入的11.67%。因为上述项目跨年分期实施，对2025年当期业绩影 响有不确定性。 资料显示，中国通号成立于2010年12月，主营业务是轨道交通控制系统及其衍生业务，同时开展轨道交 通配套工程施工业务、市政信息化及其配套工程总承包业务和海外轨道交通建设相关业务等。 所属行业：机械设备–轨交设备Ⅱ–轨交设备Ⅲ 新柴股份：拟使用不超过5亿元闲置资金购买理财产品 5月23日晚，新柴股份（301032）发布公告称，公司计划使用不超过5亿元的闲置自有资金购买安全性 高、流动性好、中低风险的结构性存款、收益凭证等理财产品。该计划旨在提高资金使用效率，增加现 金资产收益。 资料显示，新柴股份成立于2007年6月，主营业务是非道路用柴油发动机及相关零部件的研发、生产与 销售。 所属行业：机械设备–通用设备–其他通用设备 5月23日晚， ...

将投中网设为"星标⭐"，第一时间收获最新推送 来源丨 投中网 一管血就能验癌的公司，成功上市了。 5 月 23 日， Mirxes 觅瑞正式登陆港交所。 截至发稿，这家miRNA明星公司市值超过85亿港元。 在朱兴奋教授与博士周砺寒、邹瑞阳这对师徒的带领下， Mirxes 觅瑞目前拥有三种已商业化产品和六种处于临床前阶段的候 选产品，一年的收入达到约 1.46 亿元。其中，用于胃癌早筛的核心产品，通过一管（ 1 毫升）血液即可实现检测。 一路走来， Mirxes 觅瑞获得淘宝前总裁孙彤宇、高榕创投、华润正大生命科学基金、中国诚通投资有限公司、凯旋创投、晨 岭资本、诺辉创投、复朴资本、康桥资本、新加坡科技研究局、新加坡经济发展局专属投资基金、建银国际、日本三井物产株 式会社等支持。 经过长期陪伴，作为阿里巴巴十八罗汉之一和淘宝创办人，孙彤宇最终成为 Mirxes 觅瑞第一大股东。 与此同时，这家公司还获得九江国资背景的"北京浔瑞"及复星国际旗下 Evergreen Gate 的基石投资。这两位基石投资者共认 购 5792 万美元，占此次全球发售股份的 41.37% 。 博士创业 一管血验癌，年入上亿元。 作者丨 ...

Core Viewpoint - The report outlines the continuous supervision work conducted by China International Capital Corporation for Shanghai Rendu Biotechnology Co., Ltd. during the 2024 fiscal year, emphasizing compliance with regulations and the company's operational integrity [1][2][3]. Continuous Supervision Work - The sponsor has established and effectively implemented a continuous supervision system, along with a corresponding work plan [1]. - A sponsorship agreement has been signed with Rendu Biotechnology, clarifying the rights and obligations of both parties during the supervision period [2]. - Continuous supervision is conducted through daily communication, regular visits, on-site inspections, and due diligence [3]. Compliance and Governance - Rendu Biotechnology has adhered to legal and regulatory requirements, ensuring that its directors and senior management comply with relevant laws and regulations [4][5]. - The company has established effective internal control systems, including financial management and internal audit procedures, which have been verified by the sponsor [7]. - The sponsor has reviewed the company's information disclosure documents to ensure there are no false records or misleading statements [6]. Financial Performance - For the fiscal year 2024, Rendu Biotechnology reported a revenue of 177.35 million, a 7.87% increase from 164.41 million in 2023 [18]. - The net profit attributable to shareholders was -7.81 million, a significant decline from 23.33 million in 2023 [18]. - The company has faced challenges in maintaining profitability, with a notable decrease in net assets and total assets compared to the previous year [19]. Industry Context - The in vitro diagnostic industry, particularly the molecular diagnostics sector, is experiencing rapid growth, driven by government support and increasing market demand [11][13]. - Rendu Biotechnology focuses on RNA molecular diagnostics, which offers higher specificity and sensitivity compared to DNA diagnostics, positioning the company favorably in the market [22]. - The company has established a strong market presence, particularly in the reproductive health sector, with a market share of 30.4% in the sexually transmitted infection diagnostics segment [24]. Risks and Challenges - The company faces risks related to significant declines in performance due to macroeconomic factors and changes in market demand for molecular diagnostics [9]. - Rendu Biotechnology must continuously innovate and develop new products to maintain its competitive edge in a technology-driven industry [10]. - The company is also challenged by the need to comply with evolving regulatory standards and the potential impact of international market dynamics [12][15]. Research and Development - Rendu Biotechnology has increased its R&D investment, focusing on the development of new products and technologies, including a digital micro-droplet RNA amplification detection system [26]. - The company has received multiple patents and regulatory approvals for its innovative products, enhancing its competitive position in the market [27][28]. - Ongoing projects cover a wide range of diagnostic areas, including reproductive health, blood-borne pathogens, and cancer diagnostics [27].

5月22日，热景生物（688068.SH）召开2024年年度股东大会，根据上交所信息披露，会议就董事及高管薪酬议案、2024年 度财务决算报告、利润分配预案等进行了表决。 就在股东大会召开的前两天，北京热景生物发布关于股东权益变动触及1%刻度的提示性公告，公司的控股股东/实控人的一 致行动人青岛同程热景企业管理咨询合伙企业（有限合伙）（简称"青岛同程"）于2025年5月16日通过集中竞价减持，股东 权益合计比例从28.00%减少到26.99%，本次权益变动属于股东减持股份，不触及要约收购。 股价与业绩背离 有投资者称，这是一家靠卖试剂撑起新药研发的公司。该公司利用入股创新药企的做法，迎来了一波行情。曲线图显示， 热景生物股价从2024年最低点的22.94元/股，一路狂飙，今年还一度高达142元/股，暴涨了550%，股价实现了超五倍的增 长。让投资者意外的是，在IVD行业节节败退的当下，热景生物业绩下滑，股价却因为参股创新药概念而大涨，其动态市 盈率一度远超万孚生物、九安医疗等IVD同行。 具体来看，热景生物的重要战略参股公司舜景医药聚焦原始创新 FIC（First-In-Class）抗体药物的研发，其开发的 ...

Group 1 - The core business of Beijing Bohui Innovation Biotechnology Group Co., Ltd. is the research, production, and sales of in vitro diagnostic products, including testing instruments, software, reagents, calibration products, quality control products, and national standard substances [1] - As of the first quarter of 2025, the company reported a revenue of 202 million yuan, a year-on-year decrease of 23.05%, and a net profit of -4.05 million yuan, a year-on-year decrease of 120.41%, with a gross profit margin of 38.37% [1] - The latest closing price of Bohui Innovation was 5.78 yuan, down 2.69%, with a price-to-book ratio of 3.43 and a total market value of 4.722 billion yuan [1] Group 2 - The company has one institutional holder with a total holding of 4.1405 million shares, valued at 2.3 million yuan [1] - The company's PE (TTM) is -321.82, while the industry average PE (TTM) is 48.71, indicating a significant underperformance compared to the industry [2] - The industry median price-to-book ratio is 2.40, while Bohui Innovation's price-to-book ratio is 3.43, suggesting a higher valuation relative to its peers [2]

金融界5月21日消息，上证指数上涨0.21%，中证全指医疗指数 (全指医疗，931940)报580.78点。 数据统计显示，中证全指医疗指数近一个月上涨2.97%，近三个月下跌6.23%，年至今下跌0.83%。 据了解，为反映中证全指指数样本中不同行业公司证券的整体表现，为投资者提供分析工具，将中证全 指指数样本按中证行业分类分为11个一级行业、35个二级行业、90余个三级行业及200余个四级行业， 再以进入各一、二、三、四级行业的全部证券作为样本编制指数，形成中证全指行业指数。该指数以 2021年12月31日为基日，以1000.0点为基点。 从指数持仓来看，中证全指医疗指数十大权重分别为：迈瑞医疗（9.47%）、爱尔眼科（6.56%）、联 影医疗（6.25%）、爱美客（2.89%）、惠泰医疗（2.67%）、新产业（2.45%）、鱼跃医疗（2.44%）、 上海医药（2.25%）、益丰药房（1.85%）、美年健康（1.8%）。 从中证全指医疗指数持仓的市场板块来看，深圳证券交易所占比56.15%、上海证券交易所占比 43.85%。 从中证全指医疗指数持仓样本的行业来看，医疗设备占比29.56%、医疗耗材占比21 ...

Core Viewpoint - Shenzhen Pumen Technology Co., Ltd. has successfully acquired the land use rights for a state-owned construction site in Anhui Province for the "In Vitro Diagnostic Reagent Industrialization Project" at a cost of 3.23 million RMB [1][3]. Group 1: Project Overview - The company approved the investment project on June 24, 2024, and signed an investment agreement with the Anhui He County Economic Development Zone Management Committee [2]. - The project involves establishing a wholly-owned subsidiary, Anhui Puhe Biotechnology Co., Ltd., to operate the investment project [2][3]. - The total area of the project site is 21,516.17 square meters (approximately 32.27 acres), with a required investment intensity of at least 2.4 million RMB per acre [3]. Group 2: Land Acquisition Details - On May 21, 2025, Anhui Puhe signed a confirmation letter with the He County Natural Resources and Planning Bureau regarding the acquisition of the land use rights for the designated plot [3][4]. - The acquisition does not constitute a related party transaction or a significant asset restructuring as defined by the relevant regulations [3][4]. Group 3: Impact on the Company - The land will be utilized for the "In Vitro Diagnostic Reagent Industrialization Project," enhancing the company's R&D and manufacturing capabilities in the East China region [4]. - The project is expected to improve product supply capacity, order response speed, and reduce logistics costs, thereby enhancing profitability and promoting sustainable development [4]. Group 4: Funding and Financial Impact - The funding for the land acquisition and project construction will come from self-owned or self-raised funds, which will not affect the normal operations of the company [4]. - The project is not anticipated to have a significant impact on the company's financial or operational status [4].

Core Insights - The stock price of Burning Stone Medical (BNR) increased by 6.99% on May 20, closing at $2.91 per share, with a total market capitalization of $31.33 million [1] - As of December 31, 2024, the total revenue of Burning Stone Medical is projected to be 516 million RMB, a year-on-year decrease of 4.02%, while the net profit attributable to the parent company is expected to be -347 million RMB, reflecting a year-on-year increase of 46.97% [1] Company Overview - Burning Stone Medical, established in 2014, focuses on providing clinically valuable next-generation sequencing (NGS) for precision oncology, with a mission to "guard the light of life with science" [2] - The company's business and R&D directions include: 1) tumor patient population testing, holding a leading market share in China; 2) collaborations with global anti-tumor pharmaceutical companies for biomarkers and companion diagnostics; 3) early detection of multiple cancer types [2] - The company received the first NGS testing kit certification for tumors from the National Medical Products Administration (NMPA) in July 2018, marking a milestone in the in vitro diagnostic field [2] - The laboratory in Guangzhou, China, has passed the technical review by the Guangdong Provincial Clinical Testing Center and obtained quality system certifications from CLIA and CAP; the laboratory in California, USA, has also received CLIA and CAP certifications [2] - The company is committed to developing innovative and reliable NGS testing products to advance the field of precision oncology [2]

Group 1 - The core viewpoint of the news is that Lidman Biochemical Co., Ltd. is experiencing a decline in revenue and profit, with a significant drop in stock performance and net outflow of funds [1] - As of May 20, Lidman’s stock closed at 5.04 yuan, up 1.61%, with a latest price-to-book ratio of 1.65, marking a 40-day low and a total market capitalization of 2.742 billion yuan [1] - In terms of fund flow, on May 20, Lidman saw a net outflow of 3.714 million yuan, with a total outflow of 7.288 million yuan over the past five days [1] Group 2 - The main business of Lidman includes research, production, sales, and service of in vitro diagnostic reagents, diagnostic instruments, and biochemical raw materials [1] - The company’s key products consist of biochemical diagnostic reagents, immunodiagnostic reagents, and automated chemiluminescence immunoassay analyzers [1] - Recent performance data shows that in Q1 2025, Lidman achieved operating revenue of 78.9087 million yuan, a year-on-year decrease of 16.61%, and a net profit of -1.25172554 million yuan, a year-on-year decline of 53.73%, with a gross profit margin of 53.56% [1] Group 3 - Lidman has received multiple accolades, including "National High-tech Enterprise," "Zhongguancun High-tech Enterprise," and recognition as a leading enterprise in the "G20 Project" for the Beijing biopharmaceutical industry [1] - The company was also recognized as a "Benchmark Enterprise in Intelligent Manufacturing" in Beijing for 2018 and received certification for "Digital Workshop" in 2022 [1]