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【RimeData周报06.07-06.13】小米持续加码先进制造
Wind万得· 2025-06-14 22:18
以下文章来源于RimeData 来觅数据 ,作者来觅研究院 RimeData 来觅数据 . 数据来源:RimeData来觅数据 具体来看一下本周值得关注的热门投资事件: 1.数字媒体: 6月6日消息,短视频一站式解决方案提供商 博拉新媒体 科技(重庆)股份有限公司宣布完成3亿元战略融资,投资方为重庆科风投。此 次融资将进一步推动博拉新媒体在短视频内容生产、电商直播、信息流投放等领域的业务拓展。 据介绍,博拉新媒体是一家专注于短视频全链条服 务的科技企业。公司主营业务涵盖短视频内容生产、电商直播、信息流投放、数据监测、数字营销、视频AI技术开发及数据智能分析等。 2.心脏电生理: 6月10日消息, 剑虎医疗 科技(苏州)有限公司宣布完成1.5亿元战略融资,估值为5亿元,投资方为先健科技,投后持股30%。此外,先 健深圳还与剑虎医疗签订战略合作协议,以共同促进创新心脏介入影像平台产品的研究、开发及商业化。订约双方将探索联合产品/技术开发、建立销售 平台及其他形式的业务合作,以充分发挥各自的优势和资源。 全面的一级市场数据平台 ⌜ 投融概况 ⌟ 截至2025年6月13日18:00,本周融资事件共87起(不包括并购、 ...
最新宣布,5只A股被调入名单!股价纷纷冲高
Zheng Quan Ri Bao Wang· 2025-05-14 05:46
从盘面来看,上述5只个股在5月14日开盘后纷纷上涨,出现冲高迹象,随后的股价走势表现不一。其中,芯原股份的盘中 涨幅一度达到7.11%,截至午市休盘,其最新股价为85.44元/股,上涨2.13%。 本报讯 (记者舒娅疆)北京时间5月14日凌晨,国际指数编制公司明晟公司(MSCI)公布了5月份的指数审议结果。MSCI 全球股票指数(ACWI)新纳入30只股票,剔除61只股票,其中MSCI中国指数新纳入芯原股份、百利天恒、惠泰医疗、光线传 媒、海思科5只A股。 从本次被新增纳入指数名单的5家A股公司来看,他们均具备显著经营亮点和发展优势。 海思科是集新药研发、生产制造、推广营销业务于一体的专业化医药公司,凭借在创新药研发、市场表现以及国际化进程 等方面的突出表现,在医药行业中占据了重要地位。截至2024年底,海思科的商业化产品及进入临床试验阶段的1类新药共有 14个,此外,还有处于筛选阶段的项目40余项,涉及麻醉镇痛、呼吸、慢病、肿瘤和自身免疫等领域。 惠泰医疗被认为是国产电生理及血管介入的头部企业。2024年12月份,公司的电生理产品AForcePlusTM导管、 PulstamperTM导管、心脏脉冲电场消融 ...
微电生理:收入增长稳健,经营质量逐步提升-20250502
Ping An Securities· 2025-05-02 08:25
Investment Rating - The report maintains a "Recommended" rating for the company, with a current stock price of 21.77 yuan [1]. Core Insights - The company achieved a revenue of 104 million yuan in Q1 2025, representing a year-on-year increase of 16.77%. The net profit attributable to the parent company was 17.87 million yuan, a significant increase of 328.63% year-on-year, and the net profit after deducting non-recurring items was 12.56 million yuan, turning around from a loss of 1.35 million yuan in the same period last year [5]. - The company is positioned as a leading domestic player in the electrophysiology field, benefiting from rapid expansion in this sector. The report forecasts continued strong growth, with projected revenues of 522 million yuan, 687 million yuan, and 934 million yuan for 2025, 2026, and 2027 respectively, and net profits of 76 million yuan, 134 million yuan, and 215 million yuan for the same years [11]. Financial Summary - Revenue growth is expected to be robust, with year-on-year growth rates of 26.5%, 25.5%, 26.4%, 31.5%, and 36.0% from 2023 to 2027 [7]. - The net profit is projected to grow significantly, with year-on-year increases of 91.4%, 815.4%, 46.8%, 75.7%, and 60.0% over the same period [7]. - The gross margin is expected to stabilize around 61.8% to 62.8%, while the net margin is projected to improve from 12.6% in 2024 to 23.0% in 2027 [7][13]. - The company maintains a low debt level, with a debt-to-asset ratio of only 8.1% [8]. Operational Efficiency - The company has effectively controlled its operating expenses, with a sales expense ratio of 26.29% in Q1, down by 1.20 percentage points year-on-year, and a management expense ratio of 10.87%, down by 0.63 percentage points [8]. - Research and development expenses accounted for 19.88% of revenue, reflecting a focus on core projects [8]. Product Development - The company has introduced new products, including a PFA product approved in April 2025, which is expected to enhance its market position [8]. - The company is also working on a self-developed pressure pulse ablation catheter, with a registration application planned for 2025, further expanding its product portfolio [11].