来源：金融界 浙江拱东医疗器械股份有限公司的主营业务是一次性医用耗材的研发、生产和销售。公司的主要产品是 医疗检测类、血液收集类、采集类、医用护理类、药品包装类、其他。 最新一期业绩显示，2025年一季报，公司实现营业收入2.64亿元，同比-2.74%；净利润2741.25万元，同 比-39.23%，销售毛利率32.40%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13拱东医疗29.6826.622.6345.69亿行业平均 51.0548.784.55107.12亿行业中值36.6236.522.5051.67亿1九安医疗10.2610.380.81173.21亿2英科医疗 10.4711.290.93165.45亿3新华医疗14.4313.381.1892.52亿4奥美医疗15.3215.011.5755.35亿5山东药玻 15.3915.431.77145.53亿6振德医疗15.4714.580.9856.17亿7康德莱15.7315.741.3033.89亿8维力医疗 16.4917.141.9337.60亿9九强生物16.4915.332.0281.66亿10奥泰生物16.6117.5 ...

Core Viewpoint - Guangdong Dongfeng New Materials Group Co., Ltd. has been placed on a credit rating watch list due to significant revenue decline and losses in its new energy materials segment, alongside uncertainties regarding its investment funds and changes in its controlling shareholder [3][5][14]. Financial Performance - The company's total assets decreased from 81.63 billion yuan in 2022 to 74.07 billion yuan in 2023, while total liabilities dropped from 21.60 billion yuan to 13.49 billion yuan during the same period [7]. - Operating revenue fell sharply from 37.44 billion yuan in 2022 to 26.31 billion yuan in 2023, reflecting a 29.57% gross margin in 2022, which decreased to 23.05% in 2023 [7][29]. - The net profit for 2023 was reported at -0.25 billion yuan, indicating a significant downturn from previous earnings [7]. Business Segments - The company is undergoing a strategic transformation, having exited its printing and packaging business, with a focus on medical packaging and new energy materials [14][16]. - The medical packaging segment's revenue declined by 11.31% year-on-year, amounting to 6.32 billion yuan in 2024, with a reduced profit margin due to increased competition and economic pressures [18][29]. - The new energy materials segment faced challenges, with production capacity utilization dropping to 46.56% in 2024, resulting in a net loss of 20.54 million yuan [22][28]. Investment Funds - The company has two consumer investment funds that have entered the exit phase, with significant declines in investment valuations impacting overall returns [27]. - The Chengdu fund, with a total investment of 3 billion yuan, has seen its external investments drop to approximately 1.95 billion yuan, while the Shenzhen fund's investments total around 9.60 billion yuan [27]. Shareholder Changes - The controlling shareholder has changed to Quzhou Zhishang Enterprise Management Partnership, with the actual controller being the Quzhou State-owned Assets Supervision and Administration Commission, which is expected to provide some support in business coordination and resource allocation [10][14]. - The company has completed the transfer of significant shares, with the new shareholders expected to influence future strategic directions [15][14]. Industry Outlook - The medical packaging industry is anticipated to expand due to strong downstream demand, despite current challenges such as rising raw material costs and competitive pressures [12][13]. - The overall economic environment in China is showing signs of recovery, which may support the company's future performance if external uncertainties are managed effectively [11].

"去年受市场影响，企业决定转型，进一步拓展业务范围。"面对资金缺口，吕兴坤一开始并不着 急，"企业以纳税信用作抵押，可以申请到贷款。" 吉林省税务部门联合工商联开展省市县三级"税商联动"，共同拓展"税商银企"合作机制，缓解信用企业 融资难题。具体而言，税务部门在提供税费支持的同时，还将纳税信用转化为融资信用；工商联则充分 发挥桥梁纽带作用，收集企业融资需求；银行依托纳税信用打造金融产品，为企业提供实实在在的金融 支持。 "之前我们估算过，最高能贷480万元，还不用抵押物，正好能解决资金缺口。"吕兴坤准备好相关手 续，到银行办理最高额度贷款，没想到预期却落了空。 车间内，机器轰鸣，全自动制袋机加足马力生产，一卷卷食品包装袋接续下线。 看着新购置的设备投入生产，吉林百利包装有限公司财务总监吕兴坤很开心。可去年下半年，筹措购置 设备的资金却着实让她捏了一把汗。 百利包装公司位于吉林省通化市，依托当地医药产业优势，长期深耕医药包装领域。 "咱们企业前年是A级，去年是B级，信用级别符合贷款要求，但综合考虑信用评价结果等因素，暂时无 法做到最高额度。"银行工作人员的答复，让吕兴坤紧张起来。 "当时企业经营领域较为单一，抗 ...

5月12日，拱东医疗今日收盘26.69元，上涨1.37%，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27.32倍，创24天以来新低，总市值42.06亿元。 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49.84倍，行业中值36.59倍，拱东医疗排 名第61位。 截至2025年一季报，共有4家机构持仓拱东医疗，其中其他2家、基金2家，合计持股数1452.59万股，持 股市值4.02亿元。 浙江拱东医疗器械股份有限公司的主营业务是一次性医用耗材的研发、生产和销售。公司的主要产品是 医疗检测类、血液收集类、采集类、医用护理类、药品包装类、其他。 最新一期业绩显示，2025年一季报，公司实现营业收入2.64亿元，同比-2.74%；净利润2741.25万元，同 比-39.23%，销售毛利率32.40%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)61拱东医疗27.3224.502.4342.06亿行业平均 49.8445.684.61105.51亿行业中值36.5938.052.4346.93亿1天益医疗-1742.06-2983.951.8622.20亿2澳华内 镜-602.3 ...

5月6日，拱东医疗今日收盘24.18元，上涨2.76%，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24.75倍，总市值38.10亿元。 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48.90倍，行业中值36.41倍，拱东医疗排 名第57位。 序号股票简称PE(TTM)PE(静)市净率总市值(元)57拱东医疗24.7522.202.2038.10亿行业平均 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-84.98-71.803.0355.93亿10中红医疗-67.51-53 ...

浙江拱东医疗器械股份有限公司主营业务为一次性医用耗材的研发、生产和销售。公司主要产品可分为 真空采血系统、实验检测类耗材、体液采集类耗材、医用护理类耗材和药品包装材料等类型，产品广泛 应用于临床诊断和护理、科研检测、药品包装等领域。公司已通过德国TUV认证公司的ISO13485质量 管理体系认证，取得29项国内医疗器械II类、III类注册或I类备案，且部分产品已通过美国FDA510（k） 产品许可、欧盟CE认证。完善的质量管理体系和制度确保公司产品在大批量生产的过程中质量稳定、 可靠。 最新一期业绩显示，2024年三季报，公司实现营业收入8.36亿元，同比17.31%；净利润1.41亿元，同比 60.22%，销售毛利率33.35%。 4月10日，拱东医疗今日收盘24.97元，上涨1.13%，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24.25倍，总市值39.35亿元。 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46.15倍，行业中值29.13倍，拱东医疗排 名第59位。 截至2024年三季报，共有67家机构持仓拱东医疗，其中基金67家，合计持股数883.57万股，持股市值 2.4 ...