8月25日，澳洋健康今日收盘4.27元，下跌2.06%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到115.45倍，总市值32.70亿元。 从行业市盈率排名来看，公司所处的医疗服务行业市盈率平均50.60倍，行业中值64.30倍，澳洋健康排 名第38位。 最新一期业绩显示，2025年一季报，公司实现营业收入4.52亿元，同比-22.27%；净利润1849.92万元， 同比-39.82%，销售毛利率15.09%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13澳洋健康115.4580.6121.3732.70亿行业平均 50.6062.634.53211.06亿行业中值64.3068.963.4673.29亿1药明康德21.5131.354.952962.77亿2普蕊斯 33.7828.922.6130.78亿3爱尔眼科34.6036.065.871282.24亿4诺禾致源34.7634.902.6768.67亿5诺思格 37.4738.282.8853.68亿6华康洁净37.8854.582.1136.47亿7凯莱英40.1442.022.32398.78亿8华厦眼科 40.824 ...

8月22日，澳洋健康今日收盘4.36元，下跌1.80%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到117.88倍，总市值33.39亿元。 从行业市盈率排名来看，公司所处的医疗服务行业市盈率平均49.39倍，行业中值62.33倍，澳洋健康排 名第39位。 股东方面，截至2025年3月31日，澳洋健康股东户数53714户，较上次减少3624户，户均持股市值35.28 万元，户均持股数量2.76万股。 江苏澳洋健康产业股份有限公司的主营业务是医疗服务业务、医药流通业务、生物科技业务。公司的主 要产品为医疗服务、医药物流。公司下属各医疗机构分别荣获了下列荣誉："第七届全国医院品管圈大 赛三等奖、改善医疗服务示范医院、苏州市级临床重点专科、中国上市医疗服务企业csr30强"，同时入 围了"医院品管圈比赛优秀圈组一等奖"；同时澳洋医院还签约中国创伤救治联盟，以此借助中国最权威 的创伤急救平台，提升医院创伤救治中心的急救水平，大大降低严重创伤患者的死亡率及致残率。被艾 力彼医院管理研究中心重磅发布的非公立医院100强榜单评为第32名，在全国县级非公立医院排名中位 列第二位。 最新一期业绩显示，2025年一 ...

8月21日，澳洋健康今日收盘4.44元，上涨3.74%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到120.04倍，创48天以来新低，总市值34.00亿元。 从行业市盈率排名来看，公司所处的医疗服务行业市盈率平均49.07倍，行业中值65.74倍，澳洋健康排 名第39位。 股东方面，截至2025年3月31日，澳洋健康股东户数53714户，较上次减少3624户，户均持股市值35.28 万元，户均持股数量2.76万股。 来源：金融界 最新一期业绩显示，2025年一季报，公司实现营业收入4.52亿元，同比-22.27%；净利润1849.92万元， 同比-39.82%，销售毛利率15.09%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13澳洋健康120.0483.8222.2234.00亿行业平均 49.0760.544.31200.53亿行业中值65.7467.923.2972.35亿1药明康德19.6628.654.522707.14亿2康龙化成 28.5629.763.80533.64亿3爱尔眼科33.2434.645.641231.88亿4普蕊斯33.6528.812.6030. ...

Core Viewpoint - The financial performance of YaoYigou (药易购) for the first half of 2025 has significantly underperformed market expectations, marking its first loss since going public, with a notable shift from profit to loss in its financial results [1][2]. Financial Performance Summary - YaoYigou reported a revenue of 2.157 billion yuan for the first half of 2025, a year-on-year decline of 3.06% [2][6]. - The company experienced a net loss attributable to shareholders of 761.43 million yuan, representing a year-on-year decrease of 162.95% [2][6]. - The net loss for the second quarter exceeded 1,179 million yuan, contrasting with a profit of 418 million yuan in the first quarter, indicating significant operational pressure [2][3]. Expense Analysis - Despite the revenue decline, the company's selling expenses rose to 1.641 billion yuan, an increase of 46.25% year-on-year, highlighting a mismatch between increased marketing investment and revenue generation [2][3][6]. - Management expenses increased by 6.94% to 344.77 million yuan, attributed to expanded business operations leading to higher employee compensation [6]. - Financial expenses rose by 12.72% to 4.624 million yuan, primarily due to a decrease in deposit interest income [6]. Industry Position and Future Outlook - YaoYigou has been facing intensified competition in the pharmaceutical distribution industry and is exploring new growth avenues by expanding its business model to include a comprehensive health ecosystem [5]. - The company aims to build a supply chain and digital technology-driven ecosystem covering research, production, commerce, retail, and end-user channels [5]. - Market sentiment remains cautiously optimistic regarding the company's ability to leverage its expanded industry chain for profit recovery, as evidenced by fluctuating stock prices [5].

Core Viewpoint - The company, Aoyang Health, is experiencing a decline in revenue and net profit, with a significantly high PE ratio compared to the industry average, indicating potential overvaluation in the current market context [1][2]. Group 1: Company Performance - On July 8, Aoyang Health's stock closed at 3.93 yuan, up 1.03%, with a rolling PE ratio of 106.26 times and a total market capitalization of 3.009 billion yuan [1]. - For Q1 2025, the company reported revenue of 452 million yuan, a year-on-year decrease of 22.27%, and a net profit of 18.4992 million yuan, down 39.82% [2]. - The company's sales gross margin stands at 15.09% [2]. Group 2: Industry Comparison - The average PE ratio for the healthcare services industry is 42.77 times, with a median of 47.19 times, positioning Aoyang Health at 41st in the industry ranking [1]. - The company’s PE (TTM) is significantly higher than the industry average, indicating a potential overvaluation [2]. - Other companies in the industry, such as WuXi AppTec and Kanglong Chemical, have much lower PE ratios, suggesting that Aoyang Health may be less attractive to investors based on valuation metrics [2]. Group 3: Company Operations and Achievements - Aoyang Health's main business includes medical services, pharmaceutical distribution, and biotechnology, with key products being medical services and pharmaceutical logistics [1]. - The company has received several honors, including awards for quality management in hospitals and recognition as one of the top 100 non-public hospitals in China [1]. - Aoyang Hospital has signed an agreement with the China Trauma Rescue Alliance to enhance its emergency response capabilities, aiming to reduce mortality and disability rates among severely injured patients [1].

Company Overview - Aoyang Health's closing price on May 28 was 3.57 yuan, down 1.38%, with a rolling PE ratio of 96.52 times and a total market value of 2.734 billion yuan [1] - The company operates in the medical services, pharmaceutical distribution, and biotechnology sectors, with main products including medical services and pharmaceutical logistics [1] Financial Performance - In Q1 2025, Aoyang Health reported revenue of 452 million yuan, a year-on-year decrease of 22.27%, and a net profit of 18.4992 million yuan, down 39.82% [2] - The company's gross profit margin was 15.09% [2] Shareholder Information - As of March 31, 2025, Aoyang Health had 53,714 shareholders, a decrease of 3,624 from the previous period, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Industry Comparison - The average PE ratio for the medical services industry is 38.04 times, with a median of 42.05 times, placing Aoyang Health at 41st in the industry ranking [2] - The company’s PE ratio is significantly higher than the industry average, indicating potential overvaluation compared to peers [2] Achievements and Recognition - Aoyang Health's medical institutions have received various honors, including awards in national hospital quality improvement competitions and recognition as a top non-public hospital in China [1] - The company has signed an agreement with the China Trauma Rescue Alliance to enhance its trauma care capabilities [1]