本文目录一览:
今日健帆生物(300529)盘中创60日新高,收盘报48.13元。
2022年4月12日,西南证券研究员杜向阳发布了对健帆生物的研报《2021年年报点评:业绩符合预期,灌流器持续快速放量》,该研报对健帆生物给出“买入”评级。研报中预计2022-2024年归母净利润分别为16.7亿元、22.5亿元及30.8亿元,未来三年归母净利润C*R为35%,维持“买入”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为91.8%。
此外,安信证券研究员马帅,国金证券研究员袁维近期也对该股发布了研报,同样给出“买入”评级。
证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为西南证券的杜向阳。
健帆生物(300529)个股
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14:45:12\",\"post_click_count\":1134,\"post_comment_count\":0,\"post_address\":null}],\"ret\":,\"ret_ad\":,\"ret_ad_type\":,\"count\":107662,\"bar_name\":\"中国软件\",\"bar_code\":\"600536\",\"bar_quot_code\":\"SH600536\",\"apis\":0,\"bar_rank\":261,\"stockbar_fans_count\":3828012,\"rc\":1,\"me\":\"操作成功\",\"time\":\"2019-06-16T13:02:58.1455078+08:00\"}
中国软件吧(600536)
中国软件吧
54.38-1.53-2.74%
帖子数1篇
梦想成真22222
影响力注册时长5个月
发表于 今天 12:42 来自Android版
帖子审核中,仅自己可见
更新于 今天 12:48
已答
该删除自选股了!跌吧
WILL确认过眼神
影响力注册时长1.4年
发表于 06-15 17:08 来自iPhone版
帖子审核中,仅自己可见
更新于 今天 11:55
已答
中标麒麟,银河麒麟!!未来的趋势毋庸置疑!!自强不息!!
我爱家乡威海卫
影响力注册时长7年
发表于 05-01 07:48 来自Android版
帖子审核中,仅自己可见
更新于 今天 07:46
已答中国软件,业绩巨亏说明这个行业不好过呀
万人一心
影响力注册时长1个月
发表于 今天 06:18 来自Android版
帖子审核中,仅自己可见
更新于 今天 06:19
已答
中国软件年中报能否变正数?
东北虎18
影响力注册时长3.1年
发表于 06-15 15:14 来自Android版
帖子审核中,仅自己可见
更新于 今天 05:42
已答哪天盘中快杀在干他一次,真的很爽,一天搞个七八个点
股2019神
影响力注册时长3.6年
发表于 06-15 21:52 来自iPhone版
帖子审核中,仅自己可见
更新于 06-15 21:56
已答
快跌 股神来买
平原山地游击队
影响力注册时长11个月
发表于 06-15 19:35 来自股吧网页版
帖子审核中,仅自己可见
更新于 06-15 19:37
已答下周,MACD中位线,坚决吃中国软件
做空的希望中国软件跌倒40元补回那是不可能的,53元*有支撑。
股友QkkR2O
影响力注册时长1.6年
发表于 06-15 19:14 来自Android版
帖子审核中,仅自己可见
更新于 06-15 19:16
已答
好多唱多的嘞 懂吧
股友gx8888888888
影响力注册时长11个月
发表于 06-15 18:39 来自股吧网页版
帖子审核中,仅自己可见
更新于 06-15 18:40
已答软件好戏还在后头,也许周一会红,也许还要洗一下,再拉
但跌是有限的 上涨是可以肯定的 国产替代政策摆在那里。
K星异客A股之旅
影响力注册时长11.1年
发表于 06-15 16:44 来自Android版
帖子审核中,仅自己可见
更新于 06-15 16:45
已答
乘牛市的东风,先到一百二再说。
龙谛
影响力注册时长4.5年
发表于 06-15 16:30 来自iPhone版
帖子审核中,仅自己可见
更新于 06-15 16:41
已答
把主力洗出去 让散户占领高地 然后接力
发表于 06-15 14:44 来自Android版
帖子审核中,仅自己可见
更新于 06-15 14:45
已答散户的胃口真大,主力抛多少都能吃,也不怕撑到
返回顶部
手机网 eastmoney.com
深交所2021年2月5日交易公开信息显示,健帆生物因属于日涨幅达到15%的前5只证券而登上龙虎榜。健帆生物当日报收90.54元,涨跌幅为16.59%,换手率4.22%,振幅13.12%,成交额17.64亿元。
2月5日席位详情
龙虎榜数据显示,今日共2个机构席位出现在龙虎榜单上,分别位列买二、卖四。合计净买入1720.64万元,占龙虎榜净买额的36.8%。
今日龙虎榜单上出现了深股通的身影,占据了买一、卖二的位置,净买入1.42亿元,占当日成交总额的8.06%。
榜单上出现了2家实力营业部的身影,分别位列买三、买四,合计买入8514.93万元,卖出1276.69万元,净额为7238.25万元。
买三为中国国际金融上海黄浦区湖滨路证券营业部,该席位买入4879.14万元,卖出430.72万元,净买额为4448.42万元。近三个月内该席位共上榜354次,实力排名第13。
买四为中国中金财富证券北京宋庄路证券营业部,该席位买入3635.79万元,卖出845.97万元,净买额为2789.82万元。近三个月内该席位共上榜631次,实力排名第6。
注:文中合计数据已进行去重处理。
免责声明:本文基于大数据生产,仅供参考,不构成任何投资建议,据此操作风险自担。
消息●
进入知天命之年,董凡的财富再度大幅攀升。
1992年,22岁的董凡大学毕业后,进入曾经红极一时的丽珠集团工作。1999年,董凡进入健帆生物(300529.SZ)并执掌至今。曾经只是丽珠集团的一个部门的健帆生物,如今已经成为一家行业领先的龙头企业,并表现出较好的成长性。
2016年8月2日,健帆生物登陆A股市场。四年来,公司经营业绩持续增长,累计盈利超过20亿元。2020年前三季度,公司盈利6.27亿元,超过去年全年。
二级市场上健帆生物股价持续上行。截至10月21日,其股价达145.42元/股(后复权价),较其发行价10.80元/股上涨12.46倍。短短四年,股价累计涨幅达12倍,*达14倍。
作为健帆生物实控人、董事长兼总经理,董凡直接间接持有公司43.90%股权。截至10月21日,其持股财富达264.72亿元。今年以来,其通过二级市场减持套现约13.70亿元,合计达278亿元。而在上市之时,其持股估值约为21.42亿元。如果算上现金分红等,上市四年来,董凡财富增长超过260亿元。
健帆生物主要从事血液灌流相关产品及设备的研发、生产与销售,产品已覆盖全国5000余家二级及以上医院。目前,公司在血液灌流行业持续处于领导地位。
产品技术领先,健帆生物的产品毛利率也持续处于高位。2019年以来,其综合毛利率超过80%。
净利润两年翻一倍
健帆生物继续沿着自己预定的节奏前行。
10月20日晚,健帆生物披露了三季报。前三季度,公司实现营业收入13.15亿元,较上年同期的9.71亿元增长35.42%。归属于上市公司股东的净利润(简称净利润)6.27亿元,2019年同期为4.18亿元,同比增长2.09亿元,增幅为50.13%。扣除非经常性损益的净利润(简称扣非净利润)为5.99亿元,较去年同期的3.81亿元增长2.18亿元,增幅达57.37%。
今年初以来,受新冠肺炎疫情影响,健帆生物的产品不属于抗疫产品,因而其经营业绩受到一定影响,但公司表现出强大的韧性。
从单个季度看,2020年一、二、三季度,公司实现营业收入3.79亿元、4.91亿元、4.46亿元,同比增长28.36%、34.95%、42.64%。对应的净利润为1.84亿元、2.56亿元、1.87亿元,同比增长42.32%、45.42%、66.54%。营收、净利数据显示,同比增幅逐季扩大。
经营业绩数据显示,2011年,健帆生物实现营业收入1.95亿元、净利润0.76亿元。2012年至2015年上市之前,公司实现的营业收入为2.51亿元、3.04亿元、3.71亿元、5.09亿元,同比增长28.53%、21.13%、22.18%、37.199%。同期,公司实现的净利润为1亿元、1.27亿元、1.60亿元、2亿元,同比增长32.02%、26.75%、26.24%、25.24%。
2016年,公司在创业板挂牌上市。2016年至2019年,上市后的四年,其实现营业收入5.44亿元、7.18亿元、10.17亿元、14.32亿元,同比增幅为6.83%、32.16%、41.48%、40.86%。同期的净利润为2.02亿元、2.84亿元、4.02亿元、5.71亿元,同比增长0.84%、40.72%、41.34%、42%。
对比上市前后各四个年度经营业绩,上市之前较为平稳,上市后,营业收人和净利润呈现加速增长迹象。与此同时,公司上市前后的扣非净利润走势与净利润基本相同。
2019年,无疑是健帆生物近十年经营业绩的*,其营业收入、净利润分别较2011年增长6.34倍、4.95倍。其中,2019年的净利润较2017年翻了一倍多。上市后的四年,营业收人、净利润的年均复合增长率约为38%、41%。
以今年前三季度经营数据为参考,今年全年,公司经营业绩将继续高速增长。这意味着,公司经营业绩将出现连续10年快速增长。
长达十年间,经营业绩如此稳步增长的公司并不十分多见。而与净利润稳步增长相媲美的是,健帆生物的经营现金流也几乎是同步增长。
2016年至2019年,公司实现经营现金流净额为1.79亿元、3.04亿元、3.84亿元、5.83亿元,同比变动-12.68%、70.23%、26.30%、51.92%。今年前三季度,公司经营现金流净额为4.95亿元,同比增长29.60%。
持续增长的经营业绩、良好的现金流使得健帆生物没有偿债压力。截至今年9月末,公司资产负债率仅为10.05%,较2017年底的18.26%下降8.21个百分点。
净利率将连续五年上升
经营业绩持续10年增长,源于健帆生物处于行业领导地位。
从健帆生物近10年数据看,尤其是近几年,净利润的同比增幅要超过营业收入,其原因在于综合毛利率、净利率持续上升。
数据显示,2016年至2019年,健帆生物的综合毛利率为83.93%、84.14%、84.81%、86.21%,持续上升。同期,公司净利率为37.18%、39.59%、39.44%、39.72%,亦为持续上升。四年间,二者分别上升了2.28个百分点、2.54个百分点。
2020年前三季度,公司综合毛利率为85.88%、净利率为54.51%,2019年同期为85.97%、42.90%,同比变动-0.09个百分点、11.61个百分点。前三季度,毛利率微降,但净利率大幅上升。将前三季度的净利率年化,预计今年全年,公司净利率依旧维持高位,同比仍会有明显上升。如此,公司净利率将连续五年上升。
净利率大幅上升,主要是期间费用并未随着营业收入快速增长而增加。今年前三季度,公司期间费用(不含研发费用)为3.54亿元,去年同期为3.21亿元,同比增长10.28%,增幅远小于营业收入35.42%的增幅。
按照证监会行业划分,健帆生物属于专用设备制造业。2019年及2020年上半年,无论是毛利率还是净利率,公司均处于行业前五。
毛利率持续高位运行,是健帆生物产品具备较强市场竞争力带来的。
健帆生物创建于1989年,专业从事生物材料和高科技医疗器械的研发、生产及销售,是国内第一家以血液净化产品为主营业务的A股创业板上市公司。公司称,其注重自主研发,产品技术达到国际先进水平。公司自主研发的一次性使用血液灌流器、一次性使用血浆胆红素吸附器、DNA免疫吸附柱及血液净化设备等产品广泛应用于尿毒症、中毒、重型肝病、自身免疫性疾病、多器官功能衰竭等领域的治疗。
根据市场预估,健帆生物主营产品“DNA免疫吸附柱”“血浆胆红素吸附器”和“树脂血液灌流器”的市场占有率约为80%。
血液净化技术是20世纪后期在用人工肾治疗慢性肾功能衰竭的基础上发展起来的一种新型医疗技术,是把患者血液引出体外,通过净化装置除去其中某些致病物质、净化血液,达到治疗某些疾病目的的医疗技术。血液灌流技术是新兴的医疗手段,尚处于行业发展的初期阶段。目前,国内从事血液灌流器产品生产的公司数量有限、且规模较小。
在这方面,健帆生物已经大幅领先。公司称,其产品处于行业主导地位。由于公开披露的权威研究数据有限,尚不能取得公司主要产品市场占有率数据,但公司在经营过程中尚未发现能够对公司产品产生明显竞争压力的产品。公司称,其已生产销售该类产品十余年,将继续研发生产系列化的血液净化产品,专攻疑难危重疾病,不断满足临床医疗需求,保持行业领先地位。
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