7月30日，三诺生物今日收盘21.22元，下跌1.03%，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37.45倍，总市值118.89亿元。 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55.15倍，行业中值37.48倍，三诺生物排 名第75位。 最新一期业绩显示，2025年一季报，公司实现营业收入10.42亿元，同比2.76%；净利润7211.51万元， 同比-10.90%，销售毛利率48.69%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13三诺生物37.4536.443.60118.89亿行业平均 55.1550.114.80115.74亿行业中值37.4836.822.6955.61亿1九安医疗11.0711.200.87186.87亿2英科医疗 14.0715.171.25222.33亿3新华医疗15.9114.751.30101.98亿4振德医疗16.1515.221.0358.62亿5山东药玻 16.2116.261.86153.29亿6奥美医疗16.3215.991.6858.96亿7康德莱17.1917.201.4237.04亿8九强生物 17.501 ...

Group 1 - The core viewpoint of the articles highlights the performance and market position of Sanofi Biologicals in the medical device industry, particularly in blood glucose monitoring systems [1][2] - As of July 9, Sanofi Biologicals closed at 22.25 yuan, with a rolling PE ratio of 39.55 times and a total market capitalization of 12.555 billion yuan [1] - The average PE ratio for the medical device industry is 51.36 times, with a median of 37.22 times, placing Sanofi Biologicals at the 81st position in the industry ranking [1][2] Group 2 - As of the first quarter of 2025, 23 institutions hold shares in Sanofi Biologicals, including 21 funds, with a total holding of 97.2415 million shares valued at 2.313 billion yuan [1] - The main business of Sanofi Biologicals is the production and sale of blood glucose monitoring systems, along with related products such as diabetes nutrition and care products, blood lipid testing systems, and blood pressure monitors [1] - In the latest financial report for the first quarter of 2025, the company achieved an operating income of 1.042 billion yuan, a year-on-year increase of 2.76%, and a net profit of 72.1151 million yuan, a year-on-year decrease of 10.90%, with a gross profit margin of 48.69% [1]

Core Viewpoint - The company reported a steady revenue growth in 2024, with a total revenue of 4.443 billion yuan, representing a year-on-year increase of 9.47%, and a net profit attributable to shareholders of 326 million yuan, up 14.73% year-on-year [1][2] Revenue Performance - In 2024, the company achieved a revenue of 4.443 billion yuan, with a quarterly revenue of 1.261 billion yuan in Q4, showing a significant year-on-year growth of 23.22% [1][2] - The company’s revenue growth was driven by stable traditional business and rapid growth in new business segments [2] Profitability Metrics - The company reported a gross profit margin of 54.88% in 2024, an increase of 0.82 percentage points year-on-year [2] - The net profit attributable to shareholders for Q4 reached 70.95 million yuan, a remarkable increase of 310.96% year-on-year [1] Government Subsidies Impact - The slower growth in the non-recurring profit segment was primarily due to government subsidies amounting to 37.73 million yuan, which increased by 22.96 million yuan year-on-year [2] Regional Revenue Breakdown - Domestic revenue reached 2.578 billion yuan, up 9.81% year-on-year, while revenue from the U.S. was 1.38 billion yuan, down 2.68% [3] - Revenue from other regions saw a significant increase of 65.51%, totaling 485 million yuan [3] Product Revenue Performance - The blood glucose monitoring system generated revenue of 3.321 billion yuan, a year-on-year increase of 15.58%, accounting for 74.73% of total revenue [4] - The iPOCT monitoring system also showed growth, with revenue of 186 million yuan, up 9.11% year-on-year [4] Future Outlook - The company aims to achieve a revenue target of 4.9 billion yuan in 2025, with a steady growth in both revenue and operating profit anticipated [2] - Revenue projections for 2025-2027 are estimated at 4.926 billion, 5.483 billion, and 6.125 billion yuan, with respective year-on-year growth rates of 10.9%, 11.3%, and 11.7% [4]