2025年上半年，新兴业务的成本压力进一步显现。智能化静配中心营收续增159.77%，但新增的数字化 手术室模块项目毛利率仅20%左右，较原有静脉用药配置系统低约40个百分点，导致该业务整体毛利率 降至23.35%，同比再降36.06个百分点。此外，物流与移动机器人等新业务尚处研发验收阶段，2025年 上半年未产生收入却持续投入成本，而维保业务因国有客户合同续签周期拉长出现营收下滑，进一步加 剧了成本与收入的"剪刀差"。 南方财经11月6日电，健麾信息(605186.SH)近期披露的问询函回复公告显示，2024年以来公司营业总成 本增速持续高于营业收入增速，成为交易所关注焦点。根据公告，2024年度公司营业收入同比增长 3.51%至3.18亿元，但营业总成本同比大幅增长33.48%至2.92亿元；2025年上半年，营业收入同比增长 9.03%至1.59亿元，营业总成本同比增长33.18%至1.40亿元。 公司回复，核心原因在于业务结构的剧烈调整。作为传统支柱的智慧药房项目2024年营收同比下滑 56.84%至8639.35万元，毛利率同步减少12.83个百分点；而公司大力开拓的智能化静配中心等新兴业务 虽实现 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Jianhui Information, which has a high PE ratio compared to its industry peers [1][2] - As of August 25, Jianhui Information's stock price closed at 22.31 yuan, down 3.00%, with a rolling PE ratio of 98.82 times and a total market capitalization of 3.034 billion yuan [1] - The average PE ratio for the medical services industry is 50.60 times, with a median of 64.30 times, placing Jianhui Information at the 37th position among its peers [1][2] Group 2 - As of March 31, 2025, Jianhui Information had 16,423 shareholders, an increase of 939 from the previous count, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] - The company's main business involves providing intelligent management products and services for the pharmaceutical and medical service industries, including smart pharmacy projects and intelligent logistics [1] - In the latest quarterly report for Q1 2025, Jianhui Information reported revenue of 77.0622 million yuan, a year-on-year increase of 116.27%, while net profit was 3.4261 million yuan, a year-on-year decrease of 34.65%, with a gross profit margin of 37.17% [1]

Group 1 - The core viewpoint of the article highlights the performance and valuation of Jianhui Information, which closed at 23.11 yuan with a PE ratio of 102.36 times, significantly higher than the industry average of 49.00 times [1][2] - Jianhui Information's total market capitalization is 3.143 billion yuan, ranking 37th in the medical services industry based on PE ratio [1][2] - As of March 31, 2025, Jianhui Information has 16,423 shareholders, an increase of 939 from the previous period, with an average holding value of 352,800 yuan per shareholder [1] Group 2 - The company's main business focuses on providing intelligent management solutions for the pharmaceutical and medical service industries, including smart pharmacy projects and logistics automation [1] - In the latest quarterly report for Q1 2025, Jianhui Information reported a revenue of 77.0622 million yuan, a year-on-year increase of 116.27%, while net profit was 3.4261 million yuan, a decrease of 34.65% [1] - The gross profit margin for the company stands at 37.17% [1]

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Jianhui Information, which closed at 23.76 yuan with a PE ratio of 105.24, marking a new low in 118 days, and a total market capitalization of 3.231 billion yuan [1][2] - The average PE ratio for the medical services industry is 48.17, with a median of 63.54, positioning Jianhui Information at the 37th rank within the industry [1][2] - As of March 31, 2025, Jianhui Information has 16,423 shareholders, an increase of 939 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] Group 2 - Jianhui Information focuses on providing intelligent management products and services for the medical services and pharmaceutical distribution sectors, with key products including smart pharmacy projects and intelligent logistics solutions [1] - The latest quarterly report for Q1 2025 shows Jianhui Information achieved a revenue of 77.0622 million yuan, a year-on-year increase of 116.27%, while net profit was 3.4261 million yuan, reflecting a year-on-year decrease of 34.65%, with a gross margin of 37.17% [1]

Company Overview - The company, Shanghai Jianhui Information Technology Co., Ltd., focuses on providing intelligent management solutions for the pharmaceutical and medical service industries [1] - Main products include smart pharmacy projects, intelligent central preparation centers, intelligent drug consumables management, logistics and mobile robotics projects, maintenance services, and other business revenues [1] Financial Performance - For Q1 2025, the company reported revenue of 77.06 million yuan, a year-on-year increase of 116.27% [1] - Net profit for the same period was 3.43 million yuan, showing a year-on-year decrease of 34.65% [1] - The gross profit margin was reported at 37.17% [1] Market Position - The company's stock closed at 22.66 yuan, with a PE ratio of 100.37, marking a new low in 11 days [1] - The total market capitalization is 3.082 billion yuan [1] - In comparison to the industry, the average PE ratio for the medical services sector is 47.79, with a median of 59.03, placing the company at 38th in the industry ranking [1][2] Shareholder Information - As of March 31, 2025, the number of shareholders increased to 16,423, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Jianhui Information, which operates in the medical services sector, showing a high PE ratio compared to industry averages [1][2] - As of July 30, Jianhui Information's stock closed at 22.08 yuan, down 1.43%, with a rolling PE ratio of 97.80 times and a total market capitalization of 3.003 billion yuan [1] - The average PE ratio for the medical services industry is 48.15 times, with a median of 61.34 times, placing Jianhui Information at the 38th position within the industry [1][2] Group 2 - As of March 31, 2025, Jianhui Information had 16,423 shareholders, an increase of 939 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1] - The company's main business focuses on providing intelligent management products and services for the pharmaceutical and medical service industries, including smart pharmacy projects and logistics solutions [1] - In the latest quarterly report for Q1 2025, Jianhui Information reported revenue of 77.0622 million yuan, a year-on-year increase of 116.27%, while net profit was 3.4261 million yuan, reflecting a year-on-year decrease of 34.65%, with a gross margin of 37.17% [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Jianhui Information, which operates in the medical services sector, showing a high PE ratio compared to industry averages [1][2] - As of July 18, Jianhui Information's closing stock price was 22.75 yuan, with a PE ratio of 100.77, significantly higher than the industry average of 44.90 [1][2] - The company's total market capitalization is 3.094 billion yuan, ranking it 39th in the medical services industry based on PE ratio [1][2] Group 2 - Jianhui Information reported a revenue of 77.0622 million yuan for Q1 2025, reflecting a year-on-year increase of 116.27%, while net profit was 3.4261 million yuan, down 34.65% year-on-year [1] - The company's gross profit margin stands at 37.17%, indicating its profitability in the current market environment [1] - As of March 31, 2025, Jianhui Information had 16,423 shareholders, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1]

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Jianhui Information, which closed at 19.96 yuan, up 4.56%, with a rolling PE ratio of 88.41, marking a new low in 20 days, and a total market capitalization of 2.715 billion yuan [1] - The average PE ratio for the medical services industry is 38.66, with a median of 38.36, positioning Jianhui Information at the 39th rank within the industry [1] - As of March 31, 2025, Jianhui Information had 16,423 shareholders, an increase of 939 from the previous count, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Group 2 - Jianhui Information specializes in providing products and services for intelligent management of pharmaceuticals in the medical services and pharmaceutical distribution sectors, with key products including smart pharmacy projects and intelligent drug management systems [1] - The company has implemented various intelligent drug management projects in over 800 hospitals across 29 provinces, autonomous regions, and municipalities, including prestigious institutions like Peking Union Medical College Hospital, enhancing its brand advantage [1] - In the latest quarterly report for Q1 2025, Jianhui Information reported revenue of 77.0622 million yuan, a year-on-year increase of 116.27%, while net profit was 3.4261 million yuan, reflecting a year-on-year decrease of 34.65%, with a gross profit margin of 37.17% [1]

上海健麾信息技术股份有限公司的主营业务为医疗服务和医药流通行业的药品智能化管理提供相应的产 品及服务。公司的主要产品是智慧药房项目、智能化静配中心项目、智能化药品耗材管理项目。公司已 于800余家医院实施了各类智能化药品管理项目，范围遍布29个省、自治区及直辖市，包括北京协和医 院在内的众多知名医疗服务机构均使用公司的产品，使公司的品牌优势不断积累。 最新一期业绩显示，2024年三季报，公司实现营业收入1.95亿元，同比-19.07%；净利润3205.15万元， 同比-56.71%，销售毛利率57.35%。 4月21日，健麾信息今日收盘18.69元，上涨1.25%，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141.18倍，总市值25.42亿元。 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46.70倍，行业中值48.76倍，健麾信息排 名第40位。 股东方面，截至2024年9月30日，健麾信息股东户数12211户，较上次增加1198户，户均持股市值35.28 万元，户均持股数量2.76万股。 序号股票简称PE(TTM)PE(静)市净率总市值(元)40健麾信息141.1842.362 ...

Group 1 - The core viewpoint of the articles highlights the performance and market position of Jianhui Information, which operates in the medical services and pharmaceutical distribution sector, showcasing its growth and challenges in the current market environment [1][2] - As of April 1, Jianhui Information's stock closed at 20.49 yuan, with a PE ratio of 154.78, significantly higher than the industry average of 52.86 [1][2] - The company has a total market capitalization of 2.787 billion yuan, ranking 40th in the medical services industry based on PE ratio [1][2] Group 2 - Jianhui Information reported a revenue of 195 million yuan for the third quarter of 2024, reflecting a year-on-year decrease of 19.07%, while net profit fell by 56.71% to 32.05 million yuan [1] - The company's gross profit margin stands at 57.35%, indicating its ability to maintain profitability despite declining revenues [1] - The company has implemented various intelligent drug management projects in over 800 hospitals across 29 provinces, enhancing its brand recognition and market presence [1]