新产业所属申万行业为：医药生物-医疗器械-体外诊断。所属概念板块包括：体外诊断、抗原检测、猴 痘概念、肝炎治疗、医疗器械等。 12月23日，新产业盘中下跌2.04%，截至13:29，报57.70元/股，成交9605.41万元，换手率0.24%，总市 值453.36亿元。 资金流向方面，主力资金净流出409.34万元，特大单买入0.00元，占比0.00%，卖出243.75万元，占比 2.54%；大单买入1222.24万元，占比12.72%，卖出1387.83万元，占比14.45%。 新产业今年以来股价跌17.04%，近5个交易日跌2.53%，近20日跌3.24%，近60日跌14.67%。 资料显示，深圳市新产业生物医学工程股份有限公司位于广东省深圳市坪山区坑梓街道金沙社区锦绣东 路23号新产业生物大厦，成立日期1995年12月15日，上市日期2020年5月12日，公司主营业务涉及研 发、生产及销售系列全自动化学发光免疫分析仪器及配套试剂。主营业务收入构成为：试剂类 69.62%，仪器类30.21%，其他(补充)0.16%。 截至9月30日，新产业股东户数1.31万，较上期减少15.87%；人均流通股51997股 ...

Core Insights - New Industry Company reported a revenue of 3.428 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 0.39%, while the net profit attributable to shareholders decreased by 12.92% to 1.205 billion yuan [1] - The gross margin for the first three quarters of 2025 was 68.73%, down by 3.62 percentage points compared to the same period last year, and the net profit margin was 35.15%, a decrease of 5.37 percentage points year-on-year [1] - The company incurred operating expenses of 1.012 billion yuan during the first three quarters, an increase of 97.483 million yuan year-on-year, with an expense ratio of 29.54%, up by 2.74 percentage points from the previous year [1] Financial Performance - The basic earnings per share for the first three quarters of 2025 was 1.53 yuan [1] - The company’s operating income for the first half of 2025 was 2.185 billion yuan, a decline of 1.18% year-on-year, with a net profit of 771 million yuan, down 14.62% [7] Shareholder Activity - Shareholder Rao Jie completed a share reduction plan, selling a total of 1.5 million shares, which accounted for 0.1909% of the company's total share capital [6][7] - The total amount from the share reduction was approximately 86.3685 million yuan, calculated based on the average prices of the shares sold [7] Management Information - Rao Wei, the chairman of New Industry, received a salary of 4.471 million yuan in 2024, a slight decrease from 4.592 million yuan in the previous year [3] - Rao Jie, who is the daughter of Rao Wei, received a salary of 1.2 million yuan in the same year [3]

Core Viewpoint - New Industry's stock price has shown fluctuations, with a recent increase of 2.00% and a total market capitalization of 48.887 billion yuan, despite a year-to-date decline of 10.54% [1] Financial Performance - For the period from January to September 2025, New Industry achieved a revenue of 3.428 billion yuan, reflecting a year-on-year growth of 0.39%, while the net profit attributable to shareholders decreased by 12.92% to 1.205 billion yuan [2] - Cumulative cash dividends since the A-share listing amount to 3.860 billion yuan, with 2.357 billion yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 15.87% to 13,100, with an average of 51,997 circulating shares per person, an increase of 18.87% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 4.2383 million shares, and new shareholder E Fund Blue Chip Select Mixed Fund, holding 1.10001 million shares [3] Stock Performance - The stock has experienced a 1.73% increase over the last five trading days, an 8.93% decline over the last 20 days, and a 14.69% increase over the last 60 days [1] Business Overview - New Industry, established on December 15, 1995, specializes in the research, development, production, and sales of fully automated chemiluminescence immunoassay instruments and related reagents, with reagent sales contributing 69.62% to revenue [1] - The company operates within the pharmaceutical and biomedical industry, specifically in the medical device and in vitro diagnostics sectors [1]

Core Viewpoint - The company, established in 1995 and listed in 2020, is a leading player in the domestic chemiluminescence immunodiagnostic field, focusing on the development, production, and sales of fully automated chemiluminescence immunoassay instruments and related reagents [1] Group 1: Business Performance - In Q3 2025, the company's revenue reached 3.428 billion yuan, ranking first among 39 companies in the industry, with the second-ranked company, Antu Biology, at 3.127 billion yuan [2] - The net profit for Q3 2025 was 1.205 billion yuan, placing the company second in the industry, with the top company, Jiuan Medical, at 1.588 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 8.69%, an increase from 8.12% year-on-year, but still below the industry average of 18.29% [3] - The gross profit margin for Q3 2025 was 68.73%, down from 72.34% year-on-year, yet higher than the industry average of 56.20% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 15.87% to 13,100, while the average number of circulating A-shares held per shareholder increased by 18.87% to 52,000 [5] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked fourth with 26.4824 million shares, an increase of 4.2383 million shares from the previous period [5] Group 4: Management Compensation - The chairman, Rao Wei, received a salary of 4.4712 million yuan in 2024, a decrease of 120,800 yuan from 2023 [4] Group 5: Market Outlook - According to Huazhang Securities, the company faced overall performance pressure in the first three quarters of 2025, but Q3 showed a significant recovery trend, with overseas main business revenue growing by 21.07% year-on-year [6] - The company is expected to achieve revenues of 4.567 billion, 5.211 billion, and 5.873 billion yuan from 2025 to 2027, with net profits of 1.761 billion, 2.001 billion, and 2.397 billion yuan respectively [6]

Core Viewpoint - New Industry's stock price has shown fluctuations with a recent increase of 2.06%, reflecting a total market capitalization of 53.31 billion yuan, while the company faces a decline in revenue and net profit year-on-year [1][2]. Financial Performance - For the first half of 2025, New Industry reported operating revenue of 2.185 billion yuan, a year-on-year decrease of 1.18%, and a net profit attributable to shareholders of 771 million yuan, down 14.62% compared to the previous year [2]. - The company's stock price has decreased by 2.44% year-to-date, with a 1.05% decline over the last five trading days, but has increased by 15.00% over the last 20 days and 23.07% over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for New Industry decreased by 19.09% to 15,600, while the average number of circulating shares per person increased by 23.59% to 43,743 shares [2]. - The company has distributed a total of 3.860 billion yuan in dividends since its A-share listing, with 2.357 billion yuan distributed over the last three years [3]. Institutional Holdings - Among the top ten circulating shareholders as of June 30, 2025, Hong Kong Central Clearing Limited is the fifth largest with 22.2441 million shares, an increase of 11.0924 million shares from the previous period [3]. - Other notable institutional shareholders include Huabao Zhongzheng Medical ETF and Yifangda Growth Enterprise Board ETF, which have also increased their holdings [3].

Core Viewpoint - The company, Shenzhen New Industry Biomedical Engineering Co., Ltd., has shown a mixed performance in stock price and financial results, with a recent increase in stock price but a decline in revenue and net profit year-on-year [1][2]. Financial Performance - As of June 30, 2025, the company reported a revenue of 2.185 billion yuan, a year-on-year decrease of 1.18% [2]. - The net profit attributable to shareholders was 771 million yuan, reflecting a year-on-year decrease of 14.62% [2]. - The company has distributed a total of 3.860 billion yuan in dividends since its A-share listing, with 2.357 billion yuan distributed in the last three years [3]. Stock Market Activity - On September 11, the stock price increased by 2.05%, reaching 69.19 yuan per share, with a trading volume of 120 million yuan and a turnover rate of 0.26% [1]. - The total market capitalization of the company is 54.364 billion yuan [1]. - Year-to-date, the stock price has decreased by 0.52%, but it has increased by 6.73% over the last five trading days and by 20.75% over the last 20 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 19.09% to 15,600, while the average number of tradable shares per person increased by 23.59% to 43,743 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the fifth largest shareholder, increasing its holdings by 11.0924 million shares [3].