Company Overview - The company, Boai New Kaineng Medical Technology Group Co., Ltd., specializes in fine chemicals and precision medicine, with key products including PVPK30, PVP-I, PVP series, and early cancer diagnosis services [1] - As of the first quarter of 2025, the company reported a revenue of 325 million yuan, a year-on-year decrease of 17.69%, and a net profit of 80.42 million yuan, down 33.75% year-on-year, with a gross profit margin of 44.07% [1] Market Position - The company's stock closed at 17.09 yuan, up 1.12%, with a rolling price-to-earnings (PE) ratio of 26.91 times, and a total market capitalization of 8.307 billion yuan [1] - In comparison to the chemical products industry, which has an average PE of 45.46 times and a median of 41.12 times, the company ranks 76th in terms of PE [1][2] Institutional Holdings - As of the first quarter of 2025, there are two institutions holding shares in the company, with a total of 18.8125 million shares held, valued at 319 million yuan [1]

开业仪式上，"源因诺方"生物医药孵化器完成揭牌仪式，华道生物也正式与新开源签署首款CAR-T细胞 药物商业化生产基地建设协议。华道生物董事长表示，公司将利用新开源的平台优势和产业链资源，实 现从关键设备、核心耗材到生产工艺的全面自主可控，大幅降低生产成本。目前，华道生物自主研发的 首款CAR-T细胞治疗药物研发进展顺利，落户新开源松江基地后显著加速国产CAR-T药物的上市进程， 极大提升其可及性，惠及广大患者。 松江区是上海生物医药产业的重要承载区和长三角G60科创走廊策源地，正全力打造世界级生物医药产 业集群。新开源全球研发转化生产基地的落成与运营，高度契合松江区的产业导向，将有力提升区域在 细胞治疗、基因技术等前沿领域的研发转化能力，吸引高端人才集聚，推动产业链、创新链深度融合， 为松江乃至上海生物医药产业的高质量发展注入强劲动力。 资料显示，新开源是国内首家专注从事生产、研发、销售聚乙烯吡咯烷酮（PVP）系列产品和乙烯基甲 醚和马来酸酐共聚物（PVME/MA）系列产品的高新技术企业，向全球多个国家和地区销售产品，累积 1000多家客户。 2018年，公司开始规划医疗业务总部基地——上海松江基地建设，并以 ...

Core Insights - Super League has sold its Minecraft property InPVP to Mineville LLC in an all-cash transaction, aimed at streamlining operations and reducing costs while focusing on playable media and content solutions for global brands [1][4] - The acquisition allows Mineville to expand into the Minecraft Bedrock ecosystem, which encompasses a majority of active Minecraft players [2] - Super League will become Mineville's exclusive partner for brand partnerships and advertising sales, increasing audience reach to 8.1 million monthly active Minecraft users [3] Company Overview - Super League is a leader in engaging audiences through playable media, providing global brands with ads, content, and experiences that are interactive and memorable within mobile games and immersive gaming platforms [5] - The company utilizes proprietary technology and a network of native creators to help brands stand out and drive consumer loyalty [5]

证券代码：300109 证券简称：新开源 博爱新开源医疗科技集团股份有限公司 投资者关系活动记录表 编号：2025-0514 上述业绩的回调其实际为精细化工板块行业的正常回 归，结合近十年的财务数据综合分析 2022 年度、2023 年度 为公司特殊年份，主要受欧洲能源危机、俄乌冲突，原材料 价格上涨等综合因素影响致毛利率较高。 2.PVP 产品下游新应用进展 回复：（1）关于在新能源行业方面的应用 PVP 在新能源电池领域主要用作碳纳米管的分散剂等，在 固态电池中的应用主要与其在材料分散、界面优化和结构稳定 化中的独特功能相关。 2024 年度在新能源出货量 3000 余吨，结合客户订单预计 2025 年出货量较上年度仍有一定增幅。 （2）关于在电子皮肤方面的应用 公司根据相关应用研究 PVP 在电子皮肤中的应用主要体 现在材料改性、导电网络构建及功能增强等方面。 | 投资者关系活动 | ☑特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | 现场参观 | | | □其他 （请文字说明其他活动内容） | | 参 ...

5月12日，新开源今日收盘16.82元，上涨6.25%，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26.41倍，创25天以来新低，总市值81.53亿元。 最新一期业绩显示，2025年一季报，公司实现营业收入3.25亿元，同比-17.69%；净利润8042.03万元， 同比-33.75%，销售毛利率44.07%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)77新开源26.4123.312.1981.53亿行业平均 43.3050.984.0078.76亿行业中值39.1640.222.2741.11亿1渝三峡A-2712.73988.943.4743.19亿2锦鸡股 份-400.49596.361.9933.71亿3安诺其-328.41-1340.202.5163.61亿4信德新材-259.42-109.251.3436.10亿5石 大胜华-179.21434.501.8471.34亿6鼎际得-171.16-278.052.1433.73亿7富淼科技-141.73-394.961.3718.38亿8 达威股份-117.54-141.801.7616.23亿9乐通股份-115.23- ...

Group 1 - The 2025 China Intelligent Automotive Technology Exhibition opened in Chongqing, attracting nearly 10,000 professional visitors on its first day, with an exhibition area of 30,000 square meters and participation from 500 leading companies [2] - The exhibition aims to promote innovation and transformation in the western automotive industry, focusing on themes such as intelligent connected vehicles, new energy vehicles, charging equipment, automotive steel, and lightweight materials [2][3] - Key companies such as Baoshan Iron & Steel, Ansteel Group, and Wuling New Energy showcased innovative products and technologies, highlighting the industry's new ecosystem and regional advantages [2][3] Group 2 - The event included forums on intelligent connected vehicle technology and innovative automotive materials, addressing industry trends, strategic foresight, and technological breakthroughs [3] - The Vice Secretary-General of the China Automotive Industry Association emphasized the need for institutional guarantees and industry self-discipline for the sustainable development of the intelligent connected vehicle industry [5] - Chongqing aims to transition from a "manufacturing city" to an "intelligent driving capital," focusing on technological breakthroughs, ecological expansion, and talent resonance [5]

Core Viewpoint - New Kaineng's net profit for 2024 is expected to decline by approximately 30% due to decreased gross margins in PVP series products, with the medical services segment shrinking to less than 10% of total revenue [1][2][3] Financial Performance - In 2024, the company achieved operating revenue of 1.606 billion yuan, a year-on-year increase of 1.45%, while net profit attributable to shareholders was 350 million yuan, a decrease of 29.07% [1] - The net profit excluding non-recurring gains and losses was 361 million yuan, down 25.76% year-on-year [1] - For Q1 2025, the company reported revenue of 325 million yuan, a year-on-year decrease of 17.69%, and a net profit of 80 million yuan, down 33.75% [1] Product Performance - The gross margin for the fine chemical business in 2024 was 47.80%, a decline of 11.82 percentage points year-on-year [1] - The gross margins for specific products in the PVP series were as follows: PVPK30 at 38.04% (down 15.65 percentage points), PVP-I at 31.88% (down 7.8 percentage points), Eurozi series at 63.37% (down 12.22 percentage points), and PVP series at 53.16% (down 10.01 percentage points) [1] Cash Flow and Sales - The company's operating cash flow for the previous year was approximately 256 million yuan, a decrease of 47.56% year-on-year, primarily due to reduced cash received from sales [2] - Sales revenue from the PVP series products was 748 million yuan, with a year-on-year increase of 31%, while the top-selling product PVPK30 generated revenue of 492 million yuan, a decrease of 10.77% [2] Medical Services Segment - The medical services segment has seen a significant decline in revenue contribution, dropping from 53.18% in 2019 to 9.63% in 2024 [2] - Corresponding gross profit from the medical services segment also decreased from 61.84% in 2019 to 7.99% in 2024 [2] Impairment and Acquisitions - In 2024, the company recognized goodwill impairment of 45 million yuan, with approximately 23 million yuan and 22 million yuan allocated to subsidiaries Sanji Biological and Jingneng Biological, respectively [2] - The company previously acquired three firms in the medical services sector for a total of 543 million yuan, with significant premium rates at the time of acquisition [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300109 证券简称：新开源 公告编号：2025-008 一、重要提示 本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投资者 应当到证监会指定媒体仔细阅读年度报告全文。 中勤万信会计师事务所（特殊普通合伙）对本年度公司财务报告的审计意见为：标准的无保留意见。 本报告期会计师事务所变更情况：公司本年度会计师事务所由变更为中勤万信会计师事务所（特殊普通 合伙）。 非标准审计意见提示 □适用 √不适用 公司上市时未盈利且目前未实现盈利 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 √适用 □不适用 公司经本次董事会审议通过的利润分配预案为：以484,700,005为基数，向全体股东每10股派发现金红利 2.5元（含税），送红股0股（含税），以资本公积金向全体股东每10股转增0股。 所有董事均已出席了审议本报告的董事会会议。 董事会决议通过的本报告期优先股利润分配预案 □适用 □不适用 二、公司基本情况 1、公司简介 ■ 2、报告期主要业务或产品简介 公司主营业务：精细化工和精准医疗。 精细化工 ...

股东方面，截至2025年3月31日，新开源股东户数22700户，较上次减少1100户，户均持股市值35.28万 元，户均持股数量2.76万股。 4月11日，新开源今日收盘14.92元，上涨1.50%，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18.11倍，总市值72.32亿元。 从行业市盈率排名来看，公司所处的化学制品行业市盈率平均50.88倍，行业中值35.81倍，新开源排名 第61位。 博爱新开源医疗科技集团股份有限公司主要业务包括精细化工和精准医疗。主要产品包含PVPK30、 PVP-I、PVP系列其他产品、肿瘤早期诊断、分子诊断服务、基因测序技术服务、精准医疗服务、欧瑞 姿系列等。 最新一期业绩显示，2024年三季报，公司实现营业收入11.11亿元，同比-7.92%；净利润3.11亿元，同 比-23.13%，销售毛利率52.10%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)61新开源18.1114.672.0672.32亿行业平均 50.8854.472.8375.01亿行业中值35.8135.552.1337.45亿1宏柏新材-5220.6252.291.7533.9 ...

3月31日，新开源今日收盘16.96元，下跌1.17%，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20.58倍，总市值82.21亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)66新开源20.5816.672.3482.21亿行业平均 45.2353.322.8978.43亿行业中值34.7937.572.2240.48亿1宏柏新材-5591.4156.001.8836.39亿2北化股 份-2097.05102.162.0256.72亿3锦鸡股份-796.64233.102.1736.94亿4渝三峡A-614.13-64.521.8022.46亿5富 淼科技-327.48-327.481.1816.11亿6石大胜华-178.63383.471.8471.81亿7信德新材-145.8789.661.3737.03亿8 凯美特气-133.12-226.702.8958.06亿9ST联创-121.10327.872.1841.69亿10乐通股份-100.31600.1336.6621.81 亿11宝利国际-91.84-82.713.9136.96亿 来源：金融界 博爱新开源医疗科技集 ...