证券日报网讯迈克生物（300463）10月22日在互动平台回答投资者提问时表示，IVD产业链在A股上市 的公司有七十余家，在国家政策的推动下，IVD产业链竞争格局加剧；公司始终专注于体外诊断产品的 研发、生产、销售和相关服务，历经三十余年发展，公司已具备研发制造体外诊断设备、试剂、校准品 和质控品的系统化专业能力，已完成从生物原材料、医学实验室产品到专业化服务的全产业链发展的布 局，正步入以自动化、智能化产品构建智慧化实验室的发展阶段。公司将不断推进国内外市场营销网络 的建设，提升市场占有率和品牌影响力。 ...

Group 1 - The core business of Beijing Bohui Innovation Biotechnology Group Co., Ltd. is the research, production, and sales of in vitro diagnostic products, including testing instruments, software, reagents, calibration products, quality control products, and national standard materials [1] - As of May 29, the company's stock closed at 5.93 yuan, with a 2.07% increase, a latest price-to-book ratio of 3.52, and a total market capitalization of 4.844 billion yuan [1] - The latest financial report for Q1 2025 shows the company achieved operating revenue of 202 million yuan, a year-on-year decrease of 23.05%, and a net profit of -4,054,437.18 yuan, a year-on-year decrease of 120.41%, with a gross profit margin of 38.37% [1] Group 2 - The company's price-to-earnings ratio (TTM) is -330.17, while the industry average is 49.64, indicating a significant underperformance compared to peers [2] - The company's market capitalization stands at 4.844 billion yuan, which is lower than the industry median of 4.928 billion yuan [2] - The company has a negative price-to-earnings ratio compared to other companies in the industry, such as Tianyi Medical and Aohua Endoscopy, which have ratios of -1776.29 and -644.66 respectively [2]

Group 1 - The core business of Beijing Bohui Innovation Biotechnology Group Co., Ltd. is the research, production, and sales of in vitro diagnostic products, including testing instruments, software, reagents, calibration products, quality control products, and national standard substances [1] - As of the first quarter of 2025, the company reported a revenue of 202 million yuan, a year-on-year decrease of 23.05%, and a net profit of -4.05 million yuan, a year-on-year decrease of 120.41%, with a gross profit margin of 38.37% [1] - The latest closing price of Bohui Innovation was 5.78 yuan, down 2.69%, with a price-to-book ratio of 3.43 and a total market value of 4.722 billion yuan [1] Group 2 - The company has one institutional holder with a total holding of 4.1405 million shares, valued at 2.3 million yuan [1] - The company's PE (TTM) is -321.82, while the industry average PE (TTM) is 48.71, indicating a significant underperformance compared to the industry [2] - The industry median price-to-book ratio is 2.40, while Bohui Innovation's price-to-book ratio is 3.43, suggesting a higher valuation relative to its peers [2]

Company Overview - Beijing Bohui Innovation Biotechnology Group Co., Ltd. specializes in the research, production, and sales of in vitro diagnostic products, including testing instruments, software, reagents, calibration materials, quality control products, and national standard substances [1]. Financial Performance - For Q1 2025, the company reported revenue of 202 million yuan, a year-on-year decrease of 23.05% [1]. - The net profit for the same period was -4,054,437.18 yuan, reflecting a year-on-year decline of 120.41% [1]. - The gross profit margin stood at 38.37% [1]. Market Metrics - As of May 20, the company's stock closed at 5.94 yuan, up 1.54%, with a latest price-to-book ratio of 3.53, marking a 15-day low [1]. - The total market capitalization is 4.852 billion yuan [1]. - Over the past five days, the main capital flow showed a net inflow of 618,100 yuan, although the overall trend was a net outflow of 20.5314 million yuan [1]. Industry Comparison - The company's price-to-earnings (P/E) ratio (TTM) is -330.72, while the industry average is 49.51 [2]. - The company's price-to-earnings (static) ratio is 524.81, compared to the industry average of 47.73 [2]. - The industry median price-to-book ratio is 2.51, while Bohui Innovation's is 3.53 [2].

2025 年 4 月 30 日 公司研究 24 年营收稳健增长，25Q1 业绩承压 ——赛科希德（688338.SH）2024 年年度及 2025 年第一季度报告点评 要点 事件：公司发布 2024 年年度报告及 2025 年第一季度报告。2024 年公司实现营 业收入 3.06 亿元，同比增长 11.03%；实现归母净利润 1.13 亿元，同比下降 3.35%；扣非归母净利润 1.10 亿元，同比下降 3.97%。2025 年第一季度实现营 业收入 6863.93 万元，同比下降 9.47%；归属于上市公司股东的净利润 2313.29 万元，同比下降 23.98%；扣非归母净利润 2221.13 万元，同比下降 26.61%。 点评： 24 年营收稳健增长，25Q1 业绩承压：2024 年公司营收保持稳健增长，主要得 益于凝血产品装机量和用户数量的持续提升。随着医疗终端对血栓与止血检测需 求的增加，公司仪器、试剂及耗材销售同步增长。2024 年归母净利润同比微降 3.35%，主要受新生产基地投入使用带来的折旧摊销、运营维护及搬迁费用增加 等因素影响。2025 年第一季度实现营业收入 6863.93 万元，同 ...