来源：金融界 博爱新开源医疗科技集团股份有限公司的主营业务是精细化工和精准医疗。公司的主要产品是 PVPK30、PVP-I、PVP系列其他、欧瑞姿系列、肿瘤早期诊断、分子诊断服务、基因检测技术服务、精 准医疗服务。 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)13新开源26.5523.442.2081.95亿行业平均 47.1253.433.8581.04亿行业中值40.9742.142.5244.03亿1正丹股份8.1410.403.88123.74亿2星湖科技 10.2212.631.42119.13亿3梅花生物10.3811.392.02312.10亿4嘉化能源11.2812.011.17121.03亿5聚合顺 11.4811.881.8535.69亿6万华化学14.5213.321.771736.28亿7雪峰科技14.9713.631.8391.09亿8浙江龙盛 15.1116.580.97336.72亿9宇新股份16.3914.36 ...

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]

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Xin Kai Yuan, which closed at 16.82 yuan on May 12, with a 6.25% increase, resulting in a rolling PE ratio of 26.41, the lowest in 25 days, and a total market capitalization of 8.153 billion yuan [1] - Xin Kai Yuan ranks 77th in the chemical products industry, which has an average PE ratio of 43.30 and a median of 39.16 [1][2] - The company experienced a net inflow of 41.4149 million yuan in main funds on May 12, with a total inflow of 85.9945 million yuan over the past five days [1] Group 2 - Xin Kai Yuan's main business focuses on fine chemicals and precision medicine, with key products including PVPK30, PVP-I, and various diagnostic services [1] - The latest financial results for Q1 2025 show that the company achieved an operating income of 325 million yuan, a year-on-year decrease of 17.69%, and a net profit of 80.4203 million yuan, down 33.75%, with a gross profit margin of 44.07% [1]

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]

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 ...