博济医药所属申万行业为：医药生物-医疗服务-医疗研发外包。所属概念板块包括：幽门螺杆概念、肝 炎治疗、中药、小盘、多肽药等。 11月13日，博济医药盘中上涨2.19%，截至13:09，报10.74元/股，成交1.31亿元，换手率4.45%，总市值 41.43亿元。 资金流向方面，主力资金净流出92.84万元，特大单买入523.74万元，占比4.00%，卖出629.01万元，占 比4.81%；大单买入1706.09万元，占比13.04%，卖出1693.66万元，占比12.94%。 博济医药今年以来股价涨23.19%，近5个交易日涨7.51%，近20日涨9.15%，近60日跌4.11%。 资料显示，博济医药科技股份有限公司位于广东省广州市天河区华观路1933号万科云广场A栋7楼，成 立日期2002年9月29日，上市日期2015年4月24日，公司主营业务涉及为医药企业和其他新药研发机构的 新药研发提供临床前研究服务、临床研究服务、技术成果转化服务以及与新药研发有关的其他咨询服务 等,协助客户快速、高效地完成新药研发的各个阶段。主营业务收入构成为：临床研究服务80.18%，临 床前研究服务11.31%，其他咨询服务6 ...

Group 1: Company Performance and Orders - In 2024, the company expects to achieve approximately 1.515 billion CNY in new orders, representing a year-on-year growth of about 30.07% [2] - The company anticipates that the growth rate for new orders in the traditional Chinese medicine CRO sector will be around 20%, accounting for approximately 30% of total new orders in 2024 [3] - As of the end of 2024, the company has unrecognized revenue from contracts amounting to approximately 2.759 billion CNY, with an expected 682 million CNY to be recognized as revenue in 2025 [4] Group 2: Market Conditions and Competition - The CRO market remains highly competitive, with some smaller CRO companies facing operational difficulties, layoffs, or even liquidation, leading to an expected increase in industry concentration [3] - The company maintains a strong competitive advantage due to its established presence and resources in the CRO market [3] - The nuclear medicine CRO market is emerging, with few companies having relevant project experience, which positions the company favorably for future projects [8] Group 3: Profitability and Margins - The company expects the gross margin for clinical business to slightly decline due to ongoing market competition, while the gross margin for preclinical business remains stable [4] - Despite the anticipated decline in gross margin, the company is focused on reducing costs and believes that net profit margins will not decrease [4] Group 4: Future Plans and Innovations - The company plans to continue focusing on clinical services while also developing preclinical research and drug evaluation services, as well as contract development and manufacturing organization (CDMO) services [6] - There are ongoing discussions for the transfer of self-developed projects, with expectations to achieve significant milestones in 2025 [5] - The company is actively exploring AI applications in clinical trial design and data analysis, with plans to expand its use in clinical monitoring and preclinical compound screening [9]