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 ...

7月28日，三诺生物今日收盘22.96元，下跌2.13%，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40.52倍，总市值128.64亿元。 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55.28倍，行业中值38.06倍，三诺生物排 名第80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40.5239.423.89128.64亿行业平均 55.2850.194.76115.43亿行业中值38.0638.632.7156.35亿1九安医疗11.0111.130.87185.78亿2英科医疗 13.3414.381.19210.81亿3新华医疗15.4114.281.2698.77亿4振德医疗16.1715.241.0358.70亿5奥美医疗 16.2315.911.6758.64亿6山东药玻16.2516.301.87153.69亿7康德莱16.9917.001.4136.60亿8九强生物 17.5016 ...

7月16日，三诺生物今日收盘22.43元，上涨1.08%，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39.58倍，总市值125.67亿元。 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39.5838.513.80125.67亿行业平均 51.8747.354.50108.06亿行业中值37.4837.062.5352.67亿1九安医疗10.8510.970.85183.07亿2英科医疗 12.0913.041.08191.07亿3新华医疗14.3613.311.1792.03亿4振德医疗15.4114.530.9855.95亿5山东药玻 15.4415.491.77146.06亿6奥美医疗15.7915.481.6257.06亿7康德莱16.2616.271.3535.03亿8奥泰生物 16.8417.751.3653.69亿9九强生物16.8915.712.0783.66亿10维力医疗17.2617.942.02 ...

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]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Sanofi Biologicals, particularly its stock performance and industry comparisons [1][2] - As of June 26, the stock price of Sanofi Biologicals closed at 21.73 yuan, down 2.12%, with a rolling PE ratio of 38.62 times and a total market capitalization of 12.261 billion yuan [1] - In comparison to the medical device industry, which has an average PE ratio of 49.45 times and a median of 35.92 times, Sanofi Biologicals ranks 81st in terms of PE ratio [1][2] Group 2 - 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] - The latest quarterly report for Q1 2025 shows that the company achieved a revenue of 1.042 billion yuan, a year-on-year increase of 2.76%, while net profit was 72.115 million yuan, reflecting a year-on-year decrease of 10.90% [1] - The gross profit margin for the company stands at 48.69% [1]

三诺生物传感股份有限公司的主营业务是血糖监测系统的生产和销售。公司的主要产品是血糖监测系 统、糖尿病营养、护理等辅助产品、血脂检测系统、iPOCT监测系统、糖化血红蛋白检测系统、血压 计、经营品。公司作为血糖监测领域领先企业，先后荣获"国家企业技术中心"、"国家工程研究中 心"、"国家技术创新示范企业"、"国家知识产权优势企业"、"国家科技进步二等奖"和"国家绿色工厂"等 资质。 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%。 6月16日，三诺生物今日收盘22.68元，上涨1.30%，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40.31倍，创48天以来新低，总市值127.98亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13三诺生物40.3139.223.87127.98亿行业平均 49.5647.474.64106.50亿行业中值36.1837.862.4148.50亿1英科医疗9.3810.120.83148.24亿2九安医疗 10.1310.250.80171. ...

Group 1 - The core viewpoint of the article highlights the performance and market position of Sanofi Biologicals, particularly in the blood glucose monitoring sector, with a current stock price of 21.87 yuan and a market capitalization of 12.34 billion yuan [1] - As of the first quarter of 2025, the company reported a revenue of 1.042 billion yuan, reflecting a year-on-year increase of 2.76%, while net profit was 72.115 million yuan, showing a year-on-year decrease of 10.90% [1] - The company has a rolling price-to-earnings (PE) ratio of 38.87, which is below the industry average of 49.38 and the industry median of 35.87, ranking 79th among its peers [2] Group 2 - Sanofi Biologicals specializes in the production and sales of blood glucose monitoring systems and related products, holding several national qualifications and awards, including "National Enterprise Technology Center" and "National Engineering Research Center" [1] - As of the latest report, 23 institutions hold shares in Sanofi Biologicals, with a total of 97.2415 million shares valued at 2.313 billion yuan [1] - The company's gross profit margin stands at 48.69%, indicating a strong profitability in its operations [1]

5月13日，三诺生物今日收盘22.46元，上涨2.09%，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39.92倍，创13天以来新低，总市值126.73亿元。 来源：金融界 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50.06倍，行业中值36.80倍，三诺生物排 名第80位。 资金流向方面，5月13日，三诺生物主力资金净流出1111.43万元，近5日总体呈流出状态，5日共流出 830.40万元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)80三诺生物39.9238.843.83126.73亿行业平均 50.0645.924.67106.84亿行业中值36.8038.232.4947.95亿1天益医疗-1755.47-3006.931.8722.37亿2澳华内 镜-607.09304.494.8663.98亿3诺唯赞-411.11-486.242.2687.98亿4爱朋医疗-375.90285.574.5330.84亿5博晖 创新-326.83518.633.4947.95亿6硕世生物-135.76-1983.751.2239.71亿7奥精医疗-124.17-182.00 ...

Investment Rating - The investment rating for the company is maintained as "Buy" with a target price of RMB 29.64 [6][7]. Core Views - The company reported a revenue of RMB 10.42 million and a net profit attributable to the parent company of RMB 0.72 million in Q1 2025, reflecting a year-on-year growth of 2.8% in revenue but a decline of 10.9% in net profit [1]. - The decline in profit is attributed to the temporary capacity optimization work at the overseas subsidiary PTS, which is expected to return to normal operations in the first half of 2025, leading to improved profit growth in subsequent quarters [1]. - The company’s core business in BGM is performing well, and the commercialization efforts for CGM both domestically and internationally are progressing positively, indicating a favorable outlook for 2025 [1][2]. Summary by Sections Revenue and Profitability - The company’s revenue is projected to grow steadily, with expectations of reaching RMB 4.9 billion in 2025, representing a 10.27% increase from the previous year [10]. - The net profit attributable to the parent company is forecasted to be RMB 440.13 million in 2025, showing a significant year-on-year growth of 34.89% [10]. Business Segments - The BGM business is expected to see stable growth due to the clear demand for blood glucose monitoring among diabetes patients and the company's leading brand strength in the industry [2]. - The PTS segment is anticipated to achieve profitability in 2025 as capacity optimization efforts conclude and market influence continues to grow [2]. - The Trividia segment is also expected to be profitable in 2025, driven by ongoing cost reduction and efficiency improvement initiatives [2]. CGM Commercialization - The CGM products are showing strong sales performance domestically, with an estimated sales revenue of approximately RMB 100 million in Q1 2025, and expectations to reach RMB 400-600 million in total sales for 2025 [3]. - In the European market, the company is actively pursuing medical insurance access and commercial promotion, with positive progress expected in major countries [3]. - The company is in the FDA registration phase for its CGM products in the U.S., with expectations to receive approval in the second half of 2025 [3]. Valuation - The company is valued at a PE ratio of 38x for 2025, compared to the industry average of 28x, reflecting its position as a leader in the domestic blood glucose monitoring market [4]. - The target price remains unchanged at RMB 29.64, indicating potential upside from the current market price [4].

Investment Rating - The investment rating for the company is maintained as "Buy" with a target price of 29.64 RMB [6][7]. Core Views - The company achieved a revenue of 10.42 million RMB and a net profit of 0.72 million RMB in Q1 2025, reflecting a year-over-year growth of 2.8% in revenue but a decline of 10.9% in net profit. The profit decline is attributed to the capacity optimization work at the overseas subsidiary PTS, which is expected to return to normal operations in the first half of 2025, leading to improved profit growth in subsequent quarters [1][2]. - The core business of BGM is performing well, with steady growth expected in 2025 due to strong demand for blood glucose monitoring systems among diabetes patients. The overseas subsidiary PTS is also anticipated to achieve significant profitability in 2025 [2][3]. - The CGM products are seeing positive sales growth domestically, with expectations of reaching sales of 4-6 billion RMB in 2025. The company is actively pursuing market access and commercialization in the EU and is in the FDA registration phase in the US, with approval expected in the second half of 2025 [3][4]. Financial Forecast and Valuation - The earnings per share (EPS) forecast for 2025 is 0.78 RMB, with projected EPS of 0.93 RMB in 2026 and 1.09 RMB in 2027. The company is valued at a price-to-earnings (PE) ratio of 38x for 2025, compared to the industry average of 28x [4][10]. - Revenue projections for the company are 4.9 billion RMB in 2025, with a year-over-year growth rate of 10.27%. The net profit is expected to reach 440.13 million RMB in 2025, reflecting a significant increase of 34.89% compared to the previous year [10][17].