最大的创新是销售模式。 | 作者 | | 观韬 | | --- | --- | --- | | 编辑 | | 小白 | 6月中旬，福瑞股份（300049.SZ）在其官网公布了首都医科大学中医药学院宋鑫华/王如伯团队在国 际知名期刊《Phytomedicine》发表的一项研究，首次系统揭示了其核心产品复方鳖甲软肝片抗肝内胆 管癌的双重作用机制。 该研究表明，复方鳖甲软肝片不仅能直接抑制肿瘤细胞增殖、诱导其凋亡，还能通过靶向肿瘤相关成 纤维细胞，重塑肿瘤微环境，间接发挥抗肿瘤作用。 肝内胆管癌是仅次于肝细胞肝癌的第二大肝癌，目前缺乏有效的治疗手段，患者生存期短、复发率 高。复方鳖甲软肝片还是第一个被批准治疗肝纤维化的中成药。 根据国家"十二五"、"十三五"重大专项课题历时9年的研究，联合复方鳖甲软肝片"双抗治疗"较抗病 毒单药治疗，不仅能够显著逆转慢性乙型肝炎肝纤维化肝硬化，还能明显降低肝癌和乙肝相关死亡 率。 怎么样，老铁，动心了没？ 主卖软肝片一款药 福瑞股份1998年在内蒙古乌兰察布成立，2010年1月在深交所上市，自成立起就从事肝病的诊断、服 务和药品治疗。 （公司招股书） （来源：2024年年报） 福瑞 ...

内蒙古福瑞医疗科技股份有限公司的主营业务是肝病领域的药品生产与销售、诊断设备研发与销售以及 医疗服务相关业务。公司的主要产品是复方鳖甲软肝片。 最新一期业绩显示，2025年一季报，公司实现营业收入3.30亿元，同比2.35%；净利润2863.67万元，同 比-32.97%，销售毛利率76.76%。 从行业市盈率排名来看，公司所处的医疗器械行业市盈率平均51.29倍，行业中值37.02倍，福瑞股份排 名第104位。 7月2日，福瑞股份今日收盘31.9元，下跌1.30%，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85.65倍，总市值84.97亿元。 截至2025年一季报，共有18家机构持仓福瑞股份，其中基金14家、其他3家、保险1家，合计持股数 4990.11万股，持股市值15.93亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13福瑞股份85.6575.004.7784.97亿行业平均 51.2949.024.57106.75亿行业中值37.0237.322.4950.63亿1九安医疗10.2410.360.81172.88亿2英科医疗 10.3411.150.92163.38 ...

今日重点推荐 2025 年 06 月 09 日 | 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3385 | 0.04 | 2.09 | 1.13 | | 深证综指 | 2008 | -0.12 | 2.5 | 1.82 | | 风格指数 | 昨日表现 | 1 个月表现 | 6 个月表现 | | --- | --- | --- | --- | | | （％） | （％） | （％） | | 大盘指数 | -0.14 | 1.68 | -2.18 | | 中盘指数 | 0 | 0.46 | -6.34 | | 小盘指数 | -0.19 | 0.58 | -2.23 | | 行业涨幅 | 昨日涨 | 1 个月涨 | 6 个月涨 | | 油服工程 | 1.78 | 3.91 | -5.97 | | 非金属材料 | 1.7 | -1.18 | 2.55 | | Ⅱ 工业金属 | 1.68 | 2.73 | 4.18 | | 农化制品 | 1.58 | 6.87 | -0.77 ...

Group 1 - The core viewpoint of the article highlights that Furuya Co., Ltd. has seen a stock price increase of 5.15% to 33.47 yuan, with a rolling PE ratio of 89.87, marking a new low in 44 days, and a total market capitalization of 8.915 billion yuan [1] - In terms of industry comparison, the average PE ratio for the medical device industry is 49.11, with a median of 35.89, placing Furuya Co., Ltd. at the 106th position in the industry ranking [1] - The company reported a net inflow of 16.2962 million yuan in main funds on May 27, with a total inflow of 38.9964 million yuan over the past five days, indicating a positive trend in fund flow [1] Group 2 - Furuya Co., Ltd. specializes in the production and sales of drugs in the field of liver disease, development and sales of diagnostic equipment, and related medical services, with its main product being the Compound Turtle Shell Soft Liver Tablets [1] - The latest quarterly report for Q1 2025 shows that the company achieved an operating income of 330 million yuan, a year-on-year increase of 2.35%, while net profit was 28.6367 million yuan, reflecting a year-on-year decrease of 32.97%, with a gross profit margin of 76.76% [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Furuya Co., which operates in the medical device industry, specifically focusing on liver disease-related products and services [1][2] - As of May 19, Furuya Co. closed at 30.48 yuan, with a decline of 1.20%, resulting in a rolling price-to-earnings (PE) ratio of 81.84 times, significantly higher than the industry average of 49.26 times and the median of 36.71 times [1][2] - The total market capitalization of Furuya Co. is reported at 8.119 billion yuan, ranking it 102nd in the industry based on PE ratio [1][2] Group 2 - For the first quarter of 2025, Furuya Co. reported a revenue of 330 million yuan, reflecting a year-on-year increase of 2.35%, while the net profit was 28.637 million yuan, showing a decline of 32.97% compared to the previous year [1] - The gross profit margin for Furuya Co. stands at 76.76%, indicating a strong profitability despite the drop in net profit [1] - As of the first quarter of 2025, 18 institutions hold shares in Furuya Co., including 14 funds, 3 other entities, and 1 insurance company, with a total holding of 49.9011 million shares valued at 1.593 billion yuan [1]

Core Viewpoint - The company held its 2024 annual performance briefing, where it engaged with investors and addressed various inquiries regarding its business strategies and performance metrics. Group 1: Company Performance - In 2024, the company achieved total revenue of 1.349 billion yuan, representing a year-on-year growth of 16.93% [6] - The net profit attributable to shareholders was 113 million yuan, an increase of 11.54% year-on-year [6] - The company's proprietary drug business generated 283 million yuan in revenue, marking a 44.31% increase compared to the previous year [6][7] Group 2: Business Strategy - The company is focused on a management-style medical strategy, which has led to a revenue growth of 25%-30% in its pharmaceutical and medical services sectors [4] - The company aims to enhance its digital health management services, covering the entire patient lifecycle, to improve drug sales and patient compliance [4][7] - The company plans to optimize its liver disease patient management system in response to the "Healthy China 2030" initiative [4] Group 3: Market Position and Future Outlook - The domestic market accounted for 36.72% of revenue, while the international market contributed 63.28% in 2024 [4] - The company is committed to becoming a professional and international management-style medical group, focusing on liver cancer screening and management [4][7] - The company anticipates that the market for its products will enter a rapid growth phase following the approval of the MASH indication by the FDA [4][8] Group 4: Product and Service Development - The company has developed a full-cycle management solution for liver disease, integrating screening, diagnosis, and treatment [4][7] - The FibroScan Go and box products have been installed in 651 units globally, becoming new revenue growth points for the company [7] - The company is enhancing its marketing strategies for its proprietary drugs and expanding its e-commerce channels to sustain high growth rates [6][7]

证券代码：300049 证券简称：福瑞股份 内蒙古福瑞医疗科技股份有限公司 投资者关系活动记录表 编号：2025-003 | 投资者关系活动类别 | □特定对象调研 □分析师会议 | | | --- | --- | --- | | | □媒体采访 √业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □现场参观 □其他 （请文字说明其他活动内容） | | | 参与单位名称及人员姓名 | 参与公司 2024 年度业绩说明会的投资者 | | | 时间 | 2025 年 5 月 9 日 (周五) 下午 15:00~17:00 | | | 地点 | 全景网"投资者关系互动平台"（http://ir.p5w.net） | | | | 董事长、总经理：王冠一 | | | 上市公司接待人员姓名 | 副总经理、财务总监：沈治国 | | | | 董事会秘书：孙秀珍 | | | | 独立董事：郭晋龙 | | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | | 1、请问泰拉克里昂公司预计何时提交 FDA.目前国内市场进 | | | | 展如何？采用什么样的商业模式？什么时候能为福瑞贡献营收。 ...

从行业市盈率排名来看，公司所处的医疗器械行业市盈率平均48.98倍，行业中值36.16倍，福瑞股份排 名第102位。 最新一期业绩显示，2025年一季报，公司实现营业收入3.30亿元，同比2.35%；净利润2863.67万元，同 比-32.97%，销售毛利率76.76%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)102福瑞股份84.3173.834.6983.64亿行业平均 48.9847.404.56104.17亿行业中值36.1637.662.3446.18亿1天益医疗-1712.92-2934.031.8321.83亿2澳华内 镜-592.52297.184.7562.44亿3诺唯赞-411.67-486.902.2688.10亿4爱朋医疗-344.10261.424.1528.23亿5博晖 创新-324.60515.093.4647.63亿6硕世生物-125.58-1835.121.1336.73亿7奥精医疗-121.29-177.781.6022.51亿 8睿昂基因-99.04-81.321.4012.82亿9康泰医学-82.90-70.042.9654.56亿10中红医疗-68.19 ...

内蒙古福瑞医疗科技股份有限公司的主营业务是肝病领域的药品生产与销售、诊断设备研发与销售以及 医疗服务相关业务。公司的主要产品是复方鳖甲软肝片。 最新一期业绩显示，2025年一季报，公司实现营业收入3.30亿元，同比2.35%；净利润2863.67万元，同 比-32.97%，销售毛利率76.76%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)102福瑞股份86.8076.014.8386.11亿行业平均 48.9047.004.53103.78亿行业中值36.4137.242.4046.92亿1天益医疗-1685.63-2887.291.8021.48亿2澳华内 镜-613.48307.694.9164.65亿3诺唯赞-417.99-494.372.2989.45亿4博晖创新-329.61523.043.5248.36亿5爱朋 医疗-325.82247.533.9226.73亿6硕世生物-125.93-1840.221.1336.84亿7奥精医疗-117.01-171.501.5421.72亿 8睿昂基因-98.61-80.961.4012.76亿9康泰医学-84.98-71.803.0355.93 ...