资料显示，厦门艾德生物医药科技股份有限公司位于福建省厦门市海沧区鼎山路39号，成立日期2008年 2月21日，上市日期2017年8月2日，公司主营业务涉及肿瘤精准医疗分子诊断产品的研发、生产及销售, 并提供相关的检测服务。主营业务收入构成为：检测试剂83.43%，药物临床研究服务9.84%，检测服务 5.61%，其他(补充)1.12%。 9月12日，艾德生物盘中下跌2.03%，截至11:00，报23.66元/股，成交1.27亿元，换手率1.36%，总市值 92.64亿元。 资金流向方面，主力资金净流出1586.33万元，特大单买入119.00万元，占比0.94%，卖出1339.39万元， 占比10.56%；大单买入2714.81万元，占比21.41%，卖出3080.75万元，占比24.29%。 艾德生物今年以来股价涨5.16%，近5个交易日跌4.56%，近20日跌1.05%，近60日涨13.15%。 机构持仓方面，截止2025年6月30日，艾德生物十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股3167.06万股，相比上期减少351.59万股。华宝中证医疗ETF（512170）位居第五大流通股 ...

Financial Performance - The company reported a revenue of RMB 3.25 billion for the six months ending June 30, 2025, representing a year-on-year decline of 3.2% [1] - Profit attributable to shareholders decreased by 22.2% to RMB 383 million during the same period, with earnings per share at RMB 0.45 [1] - The board has decided not to declare any interim dividend for the six months ending June 30, 2025 [1] Clinical Research Projects - As of June 30, 2025, the company has 409 clinical research projects ongoing domestically and 237 projects abroad [1] - Among the international projects, 194 are conducting single-region clinical trials primarily in South Korea, Australia, Southeast Asia, Europe, and the United States [1] - The company is also involved in multi-region clinical trials across the Asia-Pacific, North America, Europe, and Africa, covering therapeutic areas such as oncology, respiratory, cardiovascular, endocrine, rheumatology, infectious diseases, rare diseases, and vaccines [1] Future Strategy - The company aims to embrace regulatory changes, technological innovations, and global expansion to enhance its integrated clinical research service platform [2] - Plans include establishing dedicated business teams for specific therapeutic areas to expand client relationships with multinational and large domestic pharmaceutical companies [2] - The company seeks sustainable growth and potential acquisitions to enhance its business and operational capabilities in the U.S. and Europe, while strengthening collaborative relationships within the industry to solidify its domestic market position and increase global market share [2]

Core Insights - The company achieved steady revenue growth in the first half of 2024, with revenue of 579 million (+6.7%) and net profit attributable to shareholders of 189 million (+31.4%) [1] - The company maintains a comprehensive companion diagnostic product system, supporting both targeted and immunotherapy [1][3] - The company is a leader in the field of tumor precision diagnosis and is expected to benefit from the growth in precision treatment for tumors [3] Revenue and Profit Analysis - In Q2 2024, the company reported revenue of 307 million (-0.8%), but a quarter-on-quarter growth of 13% [1] - The net profit for Q2 was 99 million (+23.7%), with a quarter-on-quarter increase of 9% [1] - The adjusted net profit for Q2 was 98 million (+16.7%), indicating strong year-on-year profit growth [1] Business Segment Performance - Revenue from diagnostic reagents in the first half of 2024 was 483 million (+7.9%), with a gross margin of 90.7% [1] - The testing services segment generated revenue of 33 million (+0.9%), with a gross margin of 48.7% [1] - The drug clinical research services segment saw revenue of 57 million (-5%), with a gross margin of 53.1% [2] Cost and Margin Analysis - The overall gross margin for the first half of 2024 was 84.0% (-1.1 percentage points) [3] - Sales expense ratio decreased to 25.7% (-3.8 percentage points), and R&D expense ratio decreased to 15.6% (-3.9 percentage points) [3] - The net profit margin increased significantly, with a net profit margin of 32.6%, up 6.1 percentage points year-on-year [3] Cash Flow and Future Outlook - The operating cash flow net amount for the first half of 2024 was 171 million (+22.6%), maintaining a healthy ratio of operating cash flow to net profit [3] - The company maintains profit forecasts for 2025-2027, with expected net profits of 317 million, 382 million, and 451 million, representing year-on-year growth of 24.4%, 20.5%, and 18.1% respectively [3]

近期艾德生物（300685）发布2025年中报，证券之星财报模型分析如下： 营收与利润 艾德生物发布的2025年中报显示，截至报告期末，公司营业总收入为5.79亿元，同比上升6.69%。归母 净利润为1.89亿元，同比上升31.41%，扣非净利润为1.85亿元，同比上升39.97%。这表明公司在报告期 内实现了较为稳健的营收增长，且净利润显著提升。 按单季度数据看，第二季度营业总收入为3.07亿元，同比下降0.8%，但第二季度归母净利润为9856.56 万元，同比上升23.74%，扣非净利润为9757.26万元，同比上升30.03%。尽管第二季度营收略有下降， 但净利润仍保持较高增速。 每股净资产为4.82元，同比增加8.83%；每股经营性现金流为0.44元，同比增加24.78%；每股收益为0.48 元，同比增加33.33%。 主营业务构成 公司主营业务收入主要来自检测试剂、药物临床研究服务、检测服务及其他业务。其中，检测试剂收入 为4.83亿元，占主营收入的83.43%，毛利率高达90.72%；药物临床研究服务收入为5698.83万元，占 9.84%，毛利率为53.14%；检测服务收入为3250.49万元， ...

Group 1 - The core viewpoint of the news is that Aide Biological has a current PE ratio of 34.19, which is the lowest in 106 days, and its market capitalization is 9.612 billion yuan [1] - The average PE ratio in the medical device industry is 55.28, with a median of 38.06, placing Aide Biological at the 68th position in the industry ranking [1] - As of the 2025 semi-annual report, there are 8 institutions holding shares in Aide Biological, all of which are funds, with a total holding of 1.3993 million shares valued at 30 million yuan [1] Group 2 - Aide Biological's main business includes tumor gene testing reagents, software, and supporting instruments, as well as providing testing services and drug clinical research services [1] - The latest performance report shows that for the first half of 2025, the company achieved operating revenue of 579 million yuan, a year-on-year increase of 6.69%, and a net profit of 189 million yuan, a year-on-year increase of 31.41%, with a gross profit margin of 84.00% [1]

Company Overview - Xiamen Aide Biological Technology Co., Ltd. specializes in tumor gene testing reagents, software, and supporting instruments, as well as providing testing services and drug clinical research services [1] - The main products include testing reagents, testing services, and drug clinical research services [1] Financial Performance - For Q1 2025, the company reported revenue of 272 million yuan, representing a year-on-year increase of 16.63% [1] - The net profit for the same period was 90.47 million yuan, showing a year-on-year growth of 40.92% [1] - The sales gross margin stood at 83.48% [1] Market Position - As of July 25, the company's stock closed at 24.13 yuan, with a 1.00% increase, and a rolling price-to-earnings (PE) ratio of 33.61, marking a new low in 95 days [1] - The total market capitalization is 9.448 billion yuan [1] - In comparison to the industry, the average PE ratio for the medical device sector is 55.41, with a median of 37.94, placing Aide Biological at the 68th position in the industry ranking [1][2] Institutional Holdings - As of Q1 2025, there are 8 institutions holding shares in Aide Biological, all of which are funds, with a total holding of 1.3993 million shares valued at 3 million yuan [1]

7月23日，艾德生物今日收盘23.66元，上涨1.28%，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32.95倍，创86天以来新低，总市值92.64亿元。 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53.52倍，行业中值37.14倍，艾德生物排 名第69位。 资金流向方面，7月23日，艾德生物主力资金净流入952.49万元，近5日总体呈流出状态，5日共流出 4540.36万元。 最新一期业绩显示，2025年一季报，公司实现营业收入2.72亿元，同比16.63%；净利润9047.18万元， 同比40.92%，销售毛利率83.48%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13艾德生物32.9536.354.8392.64亿行业平均 53.5248.844.67111.58亿行业中值37.1437.112.5651.72亿1九安医疗10.9411.060.86184.59亿2英科医疗 12.7713.771.14201.84亿3新华医疗15.2014.091.2497.43亿4奥美医疗15.9515.631.6457.63亿5山东药玻 15.9516.001.8315 ...

Group 1 - The core viewpoint of the news is that Aide Biological has shown a significant increase in stock price and performance metrics, despite being ranked lower in the industry PE ratio [1] - As of July 8, Aide Biological's closing stock price was 22.84 yuan, up 5.50%, with a rolling PE ratio of 31.81, marking a new low in 64 days and a total market capitalization of 8.943 billion yuan [1] - The company is ranked 68th in the medical device industry, which has an average PE ratio of 51.58 and a median of 37.46 [1] Group 2 - As of the first quarter of 2025, 27 institutions held shares in Aide Biological, including 20 funds, 6 other entities, and 1 social security fund, with a total holding of 197.0434 million shares valued at 4.414 billion yuan [1] - Aide Biological specializes in tumor gene testing reagents, software, and supporting instruments, as well as providing testing services and drug clinical research services [1] - The latest performance report for the first quarter of 2025 shows that the company achieved an operating income of 272 million yuan, a year-on-year increase of 16.63%, and a net profit of 90.4718 million yuan, a year-on-year increase of 40.92%, with a sales gross margin of 83.48% [1]

Company Overview - Xiamen Aide Biological Technology Co., Ltd. specializes in tumor gene testing reagents, software, and supporting instruments, as well as providing testing services and drug clinical research services [1] - The main products include testing reagents, testing services, and drug clinical research services [1] Financial Performance - For Q1 2025, the company reported revenue of 272 million yuan, a year-on-year increase of 16.63% [1] - The net profit for the same period was 90.47 million yuan, reflecting a year-on-year growth of 40.92% [1] - The sales gross margin stood at 83.48% [1] Market Position - As of July 2, the company's stock closed at 21.28 yuan, down 1.48%, with a rolling PE ratio of 29.64 times [1] - The total market capitalization is 8.332 billion yuan [1] - In comparison to the medical device industry, which has an average PE ratio of 51.29 times and a median of 37.02 times, Aide Biological ranks 67th [1][2] Capital Flow - On July 2, the net outflow of main funds for Aide Biological was 11.87 million yuan, with a total outflow of 19.57 million yuan over the past five days [1]

Group 1 - The core viewpoint of the news is that Aide Biological has a current stock price of 21.39 yuan, with a PE ratio of 29.79, which is the lowest in 43 days, and a total market capitalization of 8.375 billion yuan [1] - Aide Biological ranks 66th in the medical device industry, which has an average PE ratio of 50.64 and a median of 37.05 [1] - As of the first quarter of 2025, 27 institutions hold shares in Aide Biological, with a total holding of 197.0434 million shares valued at 4.414 billion yuan [1] Group 2 - Aide Biological specializes in tumor gene testing reagents, software, and supporting instruments, and provides testing services and drug clinical research services [1] - The latest performance report for the first quarter of 2025 shows that the company achieved an operating income of 272 million yuan, a year-on-year increase of 16.63%, and a net profit of 90.4718 million yuan, a year-on-year increase of 40.92%, with a gross profit margin of 83.48% [1]