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万邦医药收盘上涨2.21%,滚动市盈率43.18倍,总市值29.23亿元
Sou Hu Cai Jing· 2025-07-08 10:45
Company Overview - Wanbang Medical's closing price on July 8 was 43.84 yuan, with an increase of 2.21%, resulting in a rolling PE ratio of 43.18 times and a total market value of 2.923 billion yuan [1] - The company ranks 29th in the medical services industry, which has an average PE ratio of 42.77 times and a median of 47.19 times [1] - As of the first quarter of 2025, three institutions held shares in Wanbang Medical, with a total holding of 1.5205 million shares valued at 6.2 million yuan [1] Business Operations - Wanbang Medical specializes in providing professional pharmaceutical research outsourcing services to pharmaceutical companies and other research institutions [1] - The main products include clinical trial site management (SMO), biological sample analysis (BA), data management and statistical analysis (DM/ST), prescription process research, quality research, and stability research [1] Financial Performance - For the first quarter of 2025, Wanbang Medical reported operating revenue of 71.0522 million yuan, a year-on-year decrease of 21.20% [1] - The net profit for the same period was 11.8493 million yuan, reflecting a year-on-year decline of 60.09% [1] - The sales gross margin stood at 31.62% [1] Industry Comparison - The industry average PE ratio is 42.77 times, while the median is 47.19 times, indicating that Wanbang Medical's valuation is slightly above the industry average but below the median [2] - The industry includes notable companies such as WuXi AppTec with a PE ratio of 18.09 times and Kanglong Chemical with a PE ratio of 23.66 times, highlighting a range of valuations within the sector [2]
万邦医药收盘上涨1.31%,滚动市盈率42.80倍,总市值28.97亿元
Sou Hu Cai Jing· 2025-07-03 09:59
Company Overview - Wanbang Medical's closing price on July 3 was 43.46 yuan, with an increase of 1.31%, resulting in a rolling PE ratio of 42.80 times and a total market capitalization of 2.897 billion yuan [1] - The company ranks 30th in the medical services industry, which has an average PE ratio of 41.84 times and a median of 42.80 times [1] Institutional Holdings - As of the first quarter of 2025, three institutions held shares in Wanbang Medical, including two other entities and one fund, with a total holding of 1.5205 million shares valued at 6.2 million yuan [1] Business Operations - Wanbang Medical specializes in providing professional pharmaceutical research outsourcing services to pharmaceutical companies and other research institutions [1] - The main products include clinical trial site management (SMO), biological sample analysis (BA), data management and statistical analysis (DM/ST), prescription process research, quality research, and stability research [1] Financial Performance - In the first quarter of 2025, the company reported operating revenue of 71.0522 million yuan, a year-on-year decrease of 21.20%, and a net profit of 11.8493 million yuan, down 60.09% year-on-year, with a sales gross margin of 31.62% [1] Industry Comparison - The PE ratios for Wanbang Medical are compared to the industry averages, with the industry average PE at 41.84 times and the median at 42.80 times [2] - Other companies in the industry include WuXi AppTec with a PE of 18.17 times and a market cap of 203.123 billion yuan, and Kanglong Chemical with a PE of 23.40 times and a market cap of 43.726 billion yuan [2]
万邦医药收盘上涨1.81%,滚动市盈率43.22倍,总市值29.26亿元
Sou Hu Cai Jing· 2025-07-01 11:07
来源:金融界 安徽万邦医药科技股份有限公司的主营业务是为医药企业和其他医药研发机构提供专业化医药研发外包 服务。公司的主要产品是临床试验现场管理(SMO)、生物样本分析(BA)、数据管理与统计分析 (DM/ST)、处方工艺研究、质量研究、稳定性研究。 最新一期业绩显示,2025年一季报,公司实现营业收入7105.22万元,同比-21.20%;净利润1184.93万 元,同比-60.09%,销售毛利率31.62%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13万邦医药43.2234.211.9529.26亿行业平均 42.1749.373.57164.57亿行业中值44.1559.132.7559.10亿1药明康德18.1621.493.262030.66亿2康龙化成 23.5824.573.14440.64亿3诺泰生物24.7029.964.41121.17亿4普蕊斯27.4523.502.1225.01亿5诺禾致源 29.0630.032.3359.10亿6爱尔眼科31.0232.335.261149.82亿7凯莱英32.5034.021.88322.88亿8诺思格 32.5833.282.5 ...
诺思格收盘下跌1.70%,滚动市盈率30.48倍,总市值43.65亿元
Sou Hu Cai Jing· 2025-06-26 10:55
序号股票简称PE(TTM)PE(静)市净率总市值(元)7诺思格30.4831.132.3443.65亿行业平均 39.5845.743.43155.97亿行业中值40.6052.662.7056.52亿1药明康德16.8719.963.031886.47亿2康龙化成 22.1623.082.95413.96亿3诺泰生物24.1229.264.31118.34亿4普蕊斯25.9622.232.0023.66亿5诺禾致源 27.7928.722.2356.52亿6凯莱英30.0031.411.73298.03亿8爱尔眼科31.1532.475.291154.48亿9华康洁净 35.1736.811.4224.59亿10通策医疗35.5236.294.32181.96亿11昭衍新药36.72192.041.75142.25亿12华厦眼科 37.7437.192.70159.43亿 来源:金融界 资金流向方面,6月26日,诺思格主力资金净流出311.84万元,近5日总体呈流出状态,5日共流出 1968.35万元。 诺思格(北京)医药科技股份有限公司的主营业务是为全球的医药企业和科研机构提供综合的药物临床研 发全流程一 ...
普蕊斯(301257) - 301257普蕊斯调研活动信息20250625
2025-06-25 09:10
Financial Performance - In 2024, the company achieved operating revenue of 803.73 million yuan, a year-on-year increase of 5.75% [1] - The net profit attributable to shareholders was 106.43 million yuan, a decrease of 21.01% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 83.47 million yuan, down 26.88% year-on-year, primarily due to increased personnel costs [1] - In Q1 2025, the company reported operating revenue of 176.47 million yuan, a decline of 4.37% year-on-year [2] - The net profit attributable to shareholders in Q1 2025 was 7.43 million yuan, a significant drop of 67.32% year-on-year [2] - The net profit after deducting non-recurring gains and losses in Q1 2025 was 4.83 million yuan, down 75.34% year-on-year [2] Contractual and Operational Metrics - As of the end of 2024, the company had a total non-tax contract amount of 1.889 billion yuan, a year-on-year increase of 0.38% [2] - The company signed new contracts worth 1 billion yuan in 2024 [2] - By March 31, 2025, the company had undertaken over 3,800 clinical trial projects, serving 1,300 clients across more than 200 cities [2] Industry Trends and Developments - From 2015 to 2024, the number of innovative drugs approved for the first time in China increased from 3 to 39, a growth of 12 times, positioning China as the second globally [3] - The number of innovative drugs that initiated clinical trials in China rose from 124 in 2015 to 704 in 2024, making China the leader globally [4] - In 2024, Chinese pharmaceutical companies achieved a historic breakthrough in licensing out, with total transaction amounts reaching 51.9 billion USD, including upfront payments of 4.1 billion USD [4] - In Q1 2025, there were 33 licensing out transactions, a year-on-year increase of 32%, with total transaction amounts reaching 36.6 billion USD, an increase of over 250% [4] Clinical Trial Registration - In 2024, the total number of registered clinical trials in China reached 4,900, a year-on-year increase of 13.9% [5] - Among these, 2,539 new drug clinical trials were registered, reflecting a 9.3% increase year-on-year [5] - Class 1 drugs accounted for 68.3% of the new drug clinical trials, with anti-tumor drugs making up 39% of the total [5]
泰格医药(300347):新签订单显示临床CRO行业有望触底回升
Huajing Securities· 2025-06-19 10:52
2025 年 6 月 19 日 医药: 超配 证券研究报告 / 公司更新报告 泰格医药 (300347 CH, 买入, 目标价: RMB68.05) | 目标价: RMB68.05 | 当前股价: RMB50.61 | | | --- | --- | --- | | 股价上行/下行空间 | +34% | | | 52 周最高/最低价 (RMB) | 82.79/41.61 | | | 市值 (US$mn) | | 6,146 | | 当前发行数量(百万股) | | 872 | | 三个月平均日交易額 | | 78 | | (US$mn) | | | | 流通盘占比 (%) | | 72 | | 主要股东 (%) | | | | 叶小平 | | 20 | | 香港中央结算(代理人) | | 14 | | 曹晓春 | | 6 | | 按 2025 年 6 月 17 日收市数据 | | | | 资料来源: FactSet | | | 主要调整 | | 现值 | 原值 | 变动 | | --- | --- | --- | --- | | 评级 | 买入 | 买入 | N/A | | 目标价 (RMB) | 68.05 ...
云载 AI·健行未来——火山引擎“AI+医药大健康”行业论坛圆满落幕
Cai Fu Zai Xian· 2025-06-19 09:13
Core Insights - The "AI + Healthcare" forum highlighted the transformative impact of AI in the healthcare sector, emphasizing the integration of cloud computing, big data, and AI technologies to enhance medical services and patient experiences [1][17] - The forum featured contributions from various experts, indicating a collaborative effort in advancing AI applications in healthcare, particularly in areas like disease prevention, diagnosis, and drug design [3][10] Group 1: AI Applications in Healthcare - AI is expected to address the increasing demands of life sciences and medicine due to rising life expectancy, with a focus on developing new AI technologies tailored for healthcare [3][10] - The collaboration between Volcano Engine and researchers has led to the development of Bio-OS-Co-Pilot, which significantly reduces research timelines from years to hours, enhancing efficiency in modeling and analysis [4] - Companies like Tianjin Pharmaceutical Group have reported a 14.3% increase in digital maturity through strategic digital transformation initiatives, showcasing the effectiveness of AI in optimizing workflows [6][8] Group 2: Future Directions and Challenges - The healthcare industry faces challenges such as high complexity and strict requirements for data governance, necessitating a shift towards sustainable iterative mechanisms for AI applications [12] - AI is positioned to enhance pre-consultation processes, patient education, and overall efficiency in healthcare delivery, while maintaining a supportive role rather than replacing human decision-making in high-risk scenarios [15] - Future efforts will focus on low-risk, high-value areas for AI implementation, such as research data analysis and logistics support, to ensure effective integration into healthcare systems [14]
诺思格股权纠纷案再起波澜 68岁药物专家不服二审判决申请再审已立案
Mei Ri Jing Ji Xin Wen· 2025-06-19 04:32
随着48名中科院硕博生为钟大放联合请愿的消息在网络传播,诺思格及其实控人武杰和钟大放之间的纠 纷再次引发了诸多社会关注。 诺思格在6月18日发布了一则相关公告,公告显示,这家CRO(医药研发外包)公司作为再审被申请 人,最近收到了最高人民法院民事申请再审案件的《应诉通知书》。原告钟大放不服北京市高级人民法 院二审民事判决,向最高法提出再审。目前该案已进入再审立案审查程序。 此事之所以引发关注,源于钟大放的身份——现年68岁的他曾任沈阳药科大学教授、博士生导师、中国 科学院上海药物研究所研究员等职,是在药物研发领域深耕多年的专家。 6月19日,《每日经济新闻》记者致电诺思格,对方表示公司的态度以公告为准——"公司对再审申请人 主张不予认可,将积极应诉并澄清事实真相"。 一场赔偿金1.8亿元的官司,始于公司上市前 2022年8月,已成立14年的北京CRO公司诺思格终于实现了上市梦。但在此之前,它的保荐机构和申报 会计师曾收到过钟大放提供的《关于诺思格招股书中信息披露重大遗漏事项的提示函》,保荐机构亦收 到深交所下发的关于发行人首次公开发行股票并在创业板上市申请的举报核查函。 针对这两份文件,保荐机构曾与钟大放进行 ...
从 “碎片化” 到 “全链条”:上海发布科技保险高质量发展指导意见
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-16 08:13
Core Viewpoint - The Shanghai Financial Regulatory Bureau and the Shanghai Science and Technology Commission have issued guidelines to develop a high-quality technology insurance system that aligns with the construction of an international technology innovation center in Shanghai [1] Group 1: Framework and Objectives - The guidelines propose a comprehensive insurance development framework that covers the entire chain of technological innovation and the full lifecycle of technology enterprises [2] - The initiative aims to inject stability into key areas such as technological breakthroughs, industrial upgrades, and international expansion of enterprises [2] - The guidelines emphasize the importance of supporting major scientific research tasks and nurturing future industries through technology insurance [2] Group 2: Product and Capability Innovation - The introduction of "Shanghai Science Points" aims to explore precise pricing in insurance and promote the deep application of artificial intelligence in the insurance sector [2] - Large insurance institutions are encouraged to play a leading role in building specialized products, professional talent, and dedicated systems [2] - The guidelines advocate for the development of specialized regulatory methods that align with technology insurance [2] Group 3: Partnership and Long-term Vision - The guidelines focus on creating a "partnership" between the insurance industry and future industries, emphasizing a win-win process and the importance of long-term commitment to innovation [3] - Shanghai's technology insurance initiatives began in 2010, with the establishment of a tripartite risk-sharing model [3] - As of the first quarter of this year, Shanghai's technology insurance provided risk coverage of 2,572 billion yuan, marking a 16% year-on-year increase [3] Group 4: Ecosystem Development - The guidelines promote an "ecological, systematic, and international" approach to provide comprehensive risk protection and development engines for technological innovation [4] - The development emphasizes deep collaboration among government, insurance institutions, research institutes, and enterprises [4] - A technology insurance expert database and data-sharing mechanisms are proposed to enhance standardized evaluations [4] Group 5: Systematic and International Integration - The policy aims to cover the entire chain of technological innovation and the lifecycle of technology enterprises, focusing on key stages such as research and development, pilot testing, and industrialization [5] - The guidelines leverage Shanghai's international reinsurance center to provide cross-border risk defense capabilities for enterprises expanding globally [5] - The introduction of special risk transfer tools and the integration of insurance and loan services are aimed at creating a sustainable and manageable technology insurance ecosystem [5]
合规经营小课堂|研发费用加计扣除易错点知多少?
蓝色柳林财税室· 2025-06-13 10:46
欢迎扫描下方二维码关注: 3.企业在商品化后为顾客提供的技术支持活动。 4.对现存产品、服务、技术、材料或工艺流程进行的重复或简单改变。 5.市场调查研究、效率调查或管理研究。 企业在适用研发费用加计扣除政策时需要注意 研发活动范围 的界 定。 不适用税前加计扣除政策的活动包括: 1.企业产品(服务)的常规性升级。 2.对某项科研成果的直接应用,如直接采用公开的新工艺、材料、装置、 产品、服务或知识等。 6.作为工业(服务)流程环节或常规的质量控制、测试分析、维修维护。 7.社会科学、艺术或人文学方面的研究。 因此,市场调研活动不适用税前加计扣除政策。 企业在适用研发费用加计扣除政策时还需要注意按年判断 行业范围 的界定。 不适用 税前加计扣除政策的行业包括: 1.烟草制造业; 2.住宿和餐饮业; 3.批发和零售业; 4.房地产业; 5.租赁和商务服务业; 6.娱乐业; 7.财政部和国家税务总局规定的其他行业。 (上述行业以《国民经济行业分类与代码(GB/4754-2011)》为准,并 随之更新。) 因此,并非所有行业均可享受税前加计扣除政策。 企业在适用研发费用加计扣除政策时需要 划分清楚 研发费用和生 产 ...