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复锐医疗科技(01696):能量源医美奠定稳固根基,长效肉毒蕴含强劲潜力
NORTHEAST SECURITIES· 2025-07-23 06:24
Investment Rating - The report initiates coverage with a "Buy" rating for the company [3][5]. Core Views - The company is leveraging its energy-based medical aesthetics equipment to expand into multiple beauty categories, establishing a diversified ecosystem in the global medical aesthetics market [1][15]. - The long-acting botulinum toxin product, DAXXIFY, is expected to launch in 2025-2026, which could significantly enhance market recognition and sales due to its extended efficacy [3][19]. Summary by Sections Company Overview - The company began its journey in 2013 with the acquisition of Alma Lasers and has since expanded its business from energy-based medical aesthetics to include injection products, dental care, and personal care, enhancing its global market influence [1][15]. Main Business - The company aims to create a comprehensive medical aesthetics industry chain, providing one-stop beauty solutions that encompass energy-based medical aesthetics, injection aesthetics, dental care, and personal care [15][24]. Financial Analysis - The company experienced a temporary decline in revenue growth due to macroeconomic factors and strategic adjustments, with a projected revenue of $3.49 billion in 2024, reflecting a decrease of 2.83% [25][30]. - The net profit is also expected to decline to $0.25 billion in 2024, down 20.23% from the previous year, primarily due to increased sales expenses from transitioning to a direct sales model [25][30]. Energy-Based Equipment - The global market for energy-based medical aesthetics devices reached $5.7 billion in 2022, with a projected CAGR of 13.8% from 2023 to 2030, driven by the growing demand for non-invasive aesthetic procedures [2][44]. - North America is the largest market, accounting for 35.4% of global sales, while the Asia-Pacific region is expected to see the highest growth rate at 15.6% CAGR from 2023 to 2030 [2][44]. Long-Acting Botulinum Toxin - The long-acting botulinum toxin product, DAXXIFY, is anticipated to address consumer concerns regarding frequent injections, with a median duration of effect lasting 6 to 9 months, positioning it favorably in the market [2][3]. Other Business Segments - The company is actively expanding into dental care and personal care, aiming to broaden its long-term growth potential [19][24].
格隆汇公告精选(港股)︱南山铝业国际(02610.HK)盈喜:预期中期净利润约2.25亿美元至2.65亿美元
Ge Long Hui· 2025-07-22 15:16
Group 1 - Nanshan Aluminum International (02610.HK) expects a mid-term net profit of approximately $225 million to $265 million for the six months ending June 30, 2025, compared to a net profit of about $159 million for the same period ending June 30, 2024 [1] - The increase in net profit is primarily attributed to an improvement in gross margin, driven by higher alumina prices and relatively stable unit production costs [1] - The average selling price of the company's products for the first half of 2025 is expected to be around $530 per ton, up from approximately $387 per ton in the first half of 2024, but lower than $561 per ton in the second half of 2024 [1] Group 2 - TCL Electronics (01070.HK) anticipates a year-on-year adjusted net profit growth of approximately 45% to 65% for the first half of 2025 [2] - Renrui Talent (06919.HK) expects a mid-term profit attributable to equity holders to increase by 66.7% to 94.1% [2] - China Rare Earth Holdings (03788.HK) reports an increase in total gold resources to 5.07 million ounces [2]
复锐医疗科技(01696) - 自愿公告
2025-07-22 10:45
自願公告 本公告乃由復銳醫療科技有限公司(「本公司」)自願發佈。 本公司欣然宣佈,本公司主要營運附屬公司Alma Lasers Ltd.,已向北美市場推出 Universe (「該產品」),一款基於人工智能的個性化醫療級護膚產品。 該產品為基於人工智能的專業分析軟件,可協助醫生精準地捕捉面部圖像並高效 完成皮膚分析,結合患者皮膚特徵及審美偏好,智能生成個性化護膚配方。 本公司相信,該產品的推出將依托先進的人工智能技術,引領個性化護膚治療的 創新,為後續全球推出奠定堅實的基礎,從而為公司收入結構注入新增長動力, 並進一步强化公司的產品組合和市場競爭力。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 Sisram Medical Ltd 復䢇醫療科技有限公司* ( 於 以 色 列 註 冊 成 立 的 有 限 公 司 ) (股份代號:1696) 代表董事會 Sisram Medical Ltd 復銳醫療科技有限公司* 主席 劉毅 香港,二零二五年七月二十 ...
券商股异动!601696,午后1分钟涨停
Zheng Quan Shi Bao· 2025-07-10 09:54
Market Overview - A-shares rose again on July 10, with the Shanghai Composite Index surpassing 3500 points, reaching a new high for the year, closing up 0.48% at 3509.68 points [1] - The Shenzhen Component Index and the ChiNext Index also saw gains, with the former up 0.47% and the latter up 0.22% [1] - Over 2900 stocks in the market were in the green, with significant contributions from the financial and real estate sectors [1] Financial Sector Performance - The brokerage sector showed strong performance, with Zhongyin Securities hitting the daily limit, and other firms like Hongta Securities and Northeast Securities also seeing gains [3][4] - Major banks, including Industrial and Commercial Bank of China and Agricultural Bank of China, reached new highs, with the banking sector overall showing robust growth [6][7] Real Estate Sector Activity - The real estate sector experienced a significant rise, with companies like Debi Group and Tiefa Service seeing gains of over 10% [7][8] - The Ministry of Housing and Urban-Rural Development emphasized the importance of stabilizing the real estate market and implementing effective policies to promote healthy development [7][9] Organic Silicon Sector Growth - The organic silicon sector surged, with companies like Silica Treasure Technology and Hongbo New Materials hitting their daily limits [10][11] - Recent price increases in silicon wafers, with rises between 8% and 11.7%, are expected to improve the performance of silicon wafer manufacturers [10][12] Investment Opportunities - The expansion of the "Southbound Bond Connect" to include more domestic investors is anticipated to enhance investment flexibility and yield for non-bank financial institutions [5][6] - The focus on high-quality residential development is expected to create opportunities in the housing market, aligning with government policies aimed at stabilizing the market [9]
复锐医疗科技(01696) - 提名委员会的职权范围
2025-06-24 13:02
提名委員會的職權範圍 於二零二五年六月二十四日採納 Sisram Medical Ltd 的 提名委員會職權範圍 – 1 – 釋義 1. 就本職權範圍(「 職權範圍 」)而言: 「 組織章程細則 」指本公司的組織章程細則; 「 董事會 」指本公司董事會; 「 本公司 」指Sisram Medical Ltd; 「 公司秘書 」指本公司的公司秘書; 「 董事 」指董事會成員; 「 本集團 」指本公司及其附屬公司; 「 提名委員會 」指由董事會根據此等職權範圍議決設立的提名委員會; 「 股東 」指本公司不時的股東;及 「 聯交所 」指香港聯合交易所有限公司。 成立 2. 提名委員會於二零一七年八月三十日由董事會議決設立。 成員 6. 提名委員會應委任至少一名不同性別的董事。 會議 7. 會議應於有需要時舉行,惟須最少一年舉行一次。 – 2 – 3. 提名委員會的成員應由董事會從董事中委任,成員不少於三名,其中大多數應 為獨立非執行董事。提名委員會會議的法定人數為兩名成員,其中最少一名應 為獨立非執行董事。 4. 提名委員會成員的任期最多三年,可由董事會延長,惟委員會多數成員仍須為 獨立非執行董事。 5. 提名委員 ...
复锐医疗科技(01696) - 董事名单与其角色及职能
2025-06-24 12:59
(股份代號:1696) 董事名單與其角色及職能 復銳醫療科技有限公司董事會(「董事會」)成員載列如下(自二零二五年六月二十四 日起生效): 執行董事 劉毅先生 (主席) Lior Moshe DAYAN先生 (首席執行官) 李家宏先生 (首席財務官) 非執行董事 吳以芳先生 馮蓉麗女士 Sisram Medical Ltd 復䢇醫療科技有限公司* ( 於 以 色 列 註 冊 成 立 的 有 限 公 司 ) 方香生先生 陳志峰先生 陳怡芳女士 廖啟宇先生 相關董事委員會成員載列如下(自二零二五年三月十九日起): | 董事 | 審核委員會 | 薪酬委員會 | 提名委員會 | | --- | --- | --- | --- | | 劉毅先生 | | M | C | | Lior Moshe DAYAN先生 | | | | | 李家宏先生 | | | | | 吳以芳先生 | | | | | 馮蓉麗女士 | | | | | 方香生先生 | C | | M | | 陳志峰先生 | | C | | | 陳怡芳女士 | M | | M | | 廖啟宇先生 | M | M | | 附註: C 委員會主席 M 委員會成員 香港, ...
复锐医疗科技(01696) - 董事会附属委员会组成变动
2025-06-24 12:58
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Sisram Medical Ltd 復䢇醫療科技有限公司* ( 於 以 色 列 註 冊 成 立 的 有 限 公 司 ) (股份代號:1696) 董事會附屬委員會組成變動 Sisram Medical Ltd復銳醫療科技有限公司*董事(「董事」)會(「董事會」)宣佈,自 二零二五年六月二十四日起: 代表董事會 Sisram Medical Ltd 復銳醫療科技有限公司* 主席 劉毅 香港,二零二五年六月二十四日 於本公告日期,董事會包括執行董事劉毅先生、Lior Moshe DAYAN先生及李家 宏先生;非執行董事吳以芳先生及馮蓉麗女士;獨立非執行董事方香生先生、陳 志峰先生、陳怡芳女士及廖啟宇先生。 * 僅供識別 (1) 董事會審核委員會由三位董事組成,即方香生先生、陳怡芳女士及廖啟宇先 生,其中方香生先生擔任董事會審核委員會主席; (2) 董事會薪酬委員會由三位董事組成,即陳志峰先生、劉毅先生及廖啟 ...
复锐医疗科技(01696) - 二零二五年六月二十四日举行之股东周年大会的表决结果
2025-06-24 11:32
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Sisram Medical Ltd 復䢇醫療科技有限公司* ( 於 以 色 列 註 冊 成 立 的 有 限 公 司 ) (股份代號:1696) 二零二五年六月二十四日舉行之股東周年大會的表決結果 Sisram Medical Ltd復銳醫療科技有限公司*(「本公司」)於二零二五年六月二十四 日舉行之股東周年大會(「股東周年大會」)上,所有列載於二零二五年五月二十一 日的股東周年大會通告內的提呈決議案均以一股一票方式進行投票表決。投票表 決結果如下: | | 普通決議案 | 票數(%) | | | | --- | --- | --- | --- | --- | | | | 贊成 反對 | 棄權 | | | 1. | 省覽截至二零二四年十二月三十一日止年度的 | 221,628,662 0 | | 338,219 | | | 經審核綜合財務報表以及董事會報告及核數師 | (100.000000%) | ( ...
星荣整形×复锐医疗科技医美创新研发中心挂牌成立
Sou Hu Cai Jing· 2025-06-11 01:57
Core Insights - The establishment of the "Furui × Xingrong Aesthetic Innovation Research Center" marks a new phase of collaboration between Furui Medical Technology and Xingrong Plastic Surgery Hospital in the aesthetic medicine field [1][3][4] - The center aims to integrate research, development, and clinical application, focusing on the local clinical application of Furui's core product, Daxifei®, and its precise dosage solutions [3][4] Group 1 - The center will leverage Furui Medical Technology's global expertise in energy source equipment and Xingrong's rich clinical resources to create a comprehensive innovation system from basic research to product transformation [3][4] - The collaboration will introduce cutting-edge aesthetic technologies and focus on the development of new materials, techniques, and therapies [4][8] - The center aims to enhance the clinical value of aesthetic products through technology sharing and ecological collaboration, providing consumers with a personalized beauty and health experience [8] Group 2 - The center will serve as an international exchange platform, promoting the standardization of aesthetic services in China to align with international standards [4][8] - Discussions during the event included optimizing minimally invasive injection techniques and personalized injection plans for facial dynamic areas based on Daxifei®'s advantages [3][4] - The partnership is expected to continuously deepen, enhancing the clinical value of aesthetic products and fostering talent in the industry through localized innovation and training systems [8]
复锐医疗科技(01696) - 有关供应框架协议之持续关连交易
2025-06-10 12:07
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Sisram Medical Ltd 復䢇醫療科技有限公司* ( 於 以 色 列 註 冊 成 立 的 有 限 公 司 ) (股份代號:1696) 有關供應框架協議之 持續關連交易 供應框架協議 董事會欣然宣佈,於二零二五年六月十日,Sisram HK與復星萬邦(江蘇)訂立 供應框架協議,據此,Sisram HK同意向復星萬邦(江蘇)供應該產品,而復星 萬邦(江蘇)則同意向Sisram HK購買該產品。 該產品(注射用A型肉毒毒素(DaxibotulinumtoxinA-lanm),中國內地商標為達 希斐®,英文商標為DAXXIFY®,項目編號RT002)為一款由復星產業再授權的 產品,用於暫時性改善成人因皺眉肌及╱或降眉間肌活動引起的中度至重度皺 眉紋。 訂立供應框架協議的理由及裨益 訂立供應框架協議符合本集團的業務模式。Sisram HK根據供應框架協議供應 該產品屬本集團的日常及一般業務過程。 此外 ...