而这不是春立医疗一家公司的"狂欢"，自24年报披露至今，港股骨科器械概念股在行业回暖和公司回购的激励下，其实都有不同程度上涨，例如威高股份 (01066)期间涨幅为15.19%，爱康医疗(01789)涨幅为11.44%。其主要原因便在于这些公司在24年报或25Q1财报上均有不同程度业绩涨幅，而其背后意味着集 采对国产头部骨科器械企业带来的负面影响基本出清，行业开始步入稳健上行新阶段。 6月16日，港股春立医疗(01858)早盘高开，半个小时内股价涨幅便达到10%，股价冲高至盘中最高的12.76港元，刷新其2024年以来的股价新高。 智通财经APP了解到，春立医疗此轮行情与其业绩高度相关。4月29日盘后，春立医疗同时披露了去2024年年报与25Q1财报。次日公司股价大幅收涨 7.86%，由此开启此轮行情。在接下来约一个半月时间，春立医疗股价持续稳定上扬，直至6月16日其股价区间最大涨幅已达47.51%。 集采带来的行业发展与结构性变革 近年来，随着国家集采政策的不断推进与持续完善，骨科器械市场进行了一轮深入的结构性的调整与变革。具体表现便在于从省际联盟到国采的多轮集采 中，骨科四大领域人工关节、脊柱到创伤、人工 ...

4月29日，万邦德今日收盘5.81元，上涨1.40%，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64.63倍，总市值35.83亿元。 从行业市盈率排名来看，公司所处的化学制药行业市盈率平均45.68倍，行业中值26.55倍，万邦德排名 第119位。 万邦德医药控股集团股份有限公司主营业务为现代中药、化学原料药及化学制剂的研发、生产和销售以 及提供高端医疗器械研制、医疗设备服务和提供医院工程服务。主要产品是心脑血管系统主导产品、神 经系统主导产品、呼吸系统主导产品、消化系统主导产品、精神系统主导产品、骨科植入器械、医疗设 备及医院工程服务、一次性无菌医用高分子耗材、防护用品。 最新一期业绩显示，2024年年报，公司实现营业收入14.43亿元，同比-6.39%；净利润5544.10万元，同 比12.66%，销售毛利率41.83%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)119万邦德64.6364.631.3435.83亿行业平均 45.6845.545.50119.08亿行业中值26.5527.442.1948.23亿1上海谊众-1095.821259.436.1787.85亿2 ...

Core Viewpoint - The company reported a 12.66% year-on-year increase in net profit attributable to shareholders, reaching 55.44 million yuan, and achieved a positive operating cash flow of 120 million yuan in 2024, highlighting significant improvements in its financial performance [1] Financial Performance - The company's net profit attributable to shareholders increased by 12.66% year-on-year, amounting to 55.44 million yuan [1] - Operating cash flow turned positive, achieving 120 million yuan in 2024 [1] - The medical device segment significantly reduced losses by 42.49%, while the South African business turned profitable with a year-on-year net profit growth of 211.68% [1][2] Business Segments - The South African business segment achieved profitability after years of effort, marking a key highlight in the company's operational performance [2] - The company has established a strong presence in the medical device sector, with multiple orthopedic implant products certified by the FDA and CE, and a robust pipeline of new products under development [2] - The company has been focusing on the South African market for medical device distribution and maintenance services, building a stable customer base and market reputation [2][3] Innovation and R&D - The company has made significant breakthroughs in new drug development, particularly in the field of neurological drugs, with a focus on the development of the huperzine A series and methionine preparations [1][4] - As of the end of the reporting period, the company had seven new drug pipelines under research, with five of them being dual-filed in China and the U.S., indicating high-quality pipeline development [4] - The company has received FDA clinical trial approvals for WP107 and WP103, both of which are based on huperzine A, a potent cholinesterase inhibitor [4][6] Future Outlook - The company plans to enhance its international strategy by increasing the export of domestic medical devices, aiming to create a new profit contribution point [3] - The company is committed to advancing its R&D capabilities by leveraging artificial intelligence in drug development and production quality control [7] - The company aims to become a leading enterprise in the pharmaceutical and health industry through technological innovation and collaboration with academic institutions [7]

首届全球骨科大会 二、大会地点： 北京市中关村自主创新示范区展示中心（海淀桥西北角） 三、举办单位： 骨未来｜智汇骨 | 思宇MedTech；中关村联新生物医药产业联盟、北京中关村科学城创新发展有限公司、北京中关村创业大街科技服务有限公司、 启迪之星、 中关村科学城CGT产业孵化中心 四、大会福利：15万字骨科年度报告+政府闭门对接会+ 创新产品展区 （医生参会者，可私信后台获得免费票优惠码，可打印附件邀请函 https://kdocs.cn/l/coDZpG1Vftnv ） # 转发赠票（含资料），方法附文末 五、大会议程 | 时间 | 内容 | | --- | --- | | 9:00-9:05 | 致辞环节 | | | 林航，海淀区副区长 | | | 吴新宝，北京积水潭医院副院长 | | 9:05-9:08 | 《2025 全球骨科创新年度白皮书和数据发布》 | | 9:08-9:15 | 全球骨科器械创新大奖颁布 | | 9:15-9:30 | 《北京市生物医药产业环境与政策介绍》 | | | 刘慧，北京医药健康科技发展中心主任 | | 0.20 0.10 | ルーナーにローナムへの | A:20-A ...