最近一个月来，太美医疗科技累计涨幅31.65%，今年来累计涨幅9.81%，跑输恒生指数25.51%的涨幅。 财务数据显示，截至2024年12月31日，太美医疗科技实现营业总收入5.51亿元，同比减少3.84%；归母 净利润-2.15亿元，同比增长38.11%；毛利率40.81%，资产负债率22.02%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，软件服务行业市盈率（TTM）平均值为-23.05倍，行业中值-2.79倍。太美医疗科技市盈 率-11.43倍，行业排名第108位；其他京投交通科技（01522.HK）为4.82倍、禅游科技（02660.HK）为 5.51倍、自动系统（00771.HK）为5.92倍、博雅互动（00434.HK）为6.39倍、驴迹科技（01745.HK）为 6.5倍。 8月19日，截至港股收盘，恒生指数下跌0.21%，报25122.9点。太美医疗科技（02576.HK）收报5.24港 元/股，上涨11.49%，成交量54.44万股，成交额274.24万港元，振幅12.77%。 大事提醒 2025年8月28日，披露2025财年中报 （以上内容为金融界基于公开消息，由 ...

格隆汇7月25日丨太美医疗科技(02576.HK)公布，公司将于2025年8月28日召开董事会会议，以（其中包 括）审议及通过集团截至2025年6月30日止六个月的中期业绩及其发布，以及审议派发中期股息的建议 （如有）。 ...

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分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Zhejiang Taimei Medical Technology Co., Ltd. 於本公告日期，董事會由執行董事趙璐先生、馬東先生、張宏偉先生、陸一鳴先 生、黃玉飛先生及倪曉梅女士；及獨立非執行董事蔣驍博士、李治國博士及馮志 偉先生組成。 （股份代號：2576） 董事會會議日期 浙江太美醫療科技股份有限公司（「本公司」，連同其附屬公司統稱「本集團」）董事 （「董事」）會（「董事會」）茲宣佈謹定於2025年8月28日（星期四）召開董事會會議， 以（其中包括）審議及通過本集團截至2025年6月30日止六個月之中期業績及其發 佈，以及審議派發中期股息之建議（如有）。 承董事會命 浙江太美醫療科技股份有限公司 董事長 趙璐先生 香港，2025年8月12日 浙江太美醫療科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 浙江太美醫療科技股份有限公司 (「本公司」) 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02576 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 200,592,533 | RMB | | 1 RMB | | 200,592,533 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 200,592,533 | RMB | | 1 RMB | | 200,592,533 | | 2. 股份分類 | 普通股 | 股 ...

Group 1 - The company, Zhejiang Taimei Medical Technology Co., Ltd., announced a sudden change in its financial leadership, with CFO Jiang Chengwen resigning due to personal reasons and Wang Wei appointed as the new CFO [1] - Wang Wei, aged 36, has over ten years of experience in capital market transactions and has held various senior positions in financial institutions, including Credit Suisse and Huadeng Capital [2] - The company has reported continuous losses for 11 years since its establishment in 2013, with a revenue of 551 million yuan in 2024, a year-on-year decrease of 3.8%, and a net loss of 217 million yuan [3] Group 2 - The company's workforce has significantly reduced from 1,490 full-time employees at the end of 2021 to 627 by the end of 2024, indicating a nearly 60% reduction in staff [3] - Cost-cutting measures have led to a 40% decrease in employee welfare expenses, resulting in a gross margin increase of 9.6 percentage points to 40.8% in 2024 [3] - Despite the improvement in gross margin, the company's R&D investment has nearly halved, raising concerns about its long-term competitiveness in the market [3]

7月23日，截至港股收盘，恒生指数上涨1.62%，报25538.07点。太美医疗科技（02576.HK）收报4.7港 元/股，上涨11.64%，成交量68.28万股，成交额313.62万港元，振幅14.96%。 最近一个月来，太美医疗科技累计涨幅25.67%，今年来累计跌幅1.64%，跑输恒生指数25.27%的涨幅。 来源：金融界 行业估值方面，软件服务行业市盈率（TTM）平均值为-11.38倍，行业中值-3.05倍。太美医疗科技市盈 率-10.24倍，行业排名第109位；其他京投交通科技（01522.HK）为3.88倍、黄河实业（00318.HK）为 5.21倍、驴迹科技（01745.HK）为5.58倍、自动系统（00771.HK）为5.75倍、禅游科技（02660.HK）为 6.02倍。 资料显示，浙江太美医疗科技股份有限公司是中国医药及医疗器械研发和营销领域的数字化解决方案供 应商,市场份额为5.9%。公司为医药及医疗器械行业的产业链各方设计并提供专业的软件及数字化服 务。基于公司对医药及医疗器械的丰富经验和洞察,和对先进技术的组合运用,公司正在建设更完善的数 字基础设施,以加速医药及医疗器械的研发和营 ...

Core Viewpoint - The article highlights the evolution of Taimei Medical Technology from a SaaS tool provider to a comprehensive digital solution supplier in the clinical trial sector, emphasizing its role in driving AI-enabled advancements in the life sciences industry [2][3][4]. Company Development - Taimei Medical Technology has grown to serve over 1,400 pharmaceutical companies and CROs, including 21 of the top 25 global pharmaceutical companies and 90 of the top 100 Chinese innovative pharmaceutical companies [2]. - The company aims to create an "intelligent driving platform" for clinical trials, integrating AI to enhance efficiency and collaboration across the entire research process [4][5]. AI Integration - The introduction of the "Digital Employee" system allows AI agents to be embedded throughout the clinical research process, significantly improving efficiency and reducing error rates [4]. - Specific AI applications include iDM for data management, which increases database creation efficiency by 80% and reduces error rates by 50%, and iCTA for document management, which cuts attribute filling time by 70% [4]. Industry Context - The past decade has seen a significant rise in the approval of innovative drugs in China, with the number of Class 1 innovative drugs approved expected to reach 48 in 2024, over five times the number in 2018 [5][6]. - Taimei Medical Technology has partnered with major innovative pharmaceutical companies, evolving from a provider of efficiency tools to a central hub for intelligent collaboration [6][7]. Market Trends - Multinational pharmaceutical companies are increasing their R&D investments in China, recognizing its importance in global early-stage research [7]. - Local large pharmaceutical companies are transitioning towards innovation, reducing reliance on generic drugs and enhancing their competitive capabilities [7][8]. Future Outlook - Taimei Medical Technology plans to enhance service quality and accelerate its international expansion, aiming to grow alongside Chinese innovative pharmaceuticals [8].

Core Viewpoint - The pharmaceutical industry is facing multiple challenges in drug development, including lengthy clinical trial management processes, low cross-organizational collaboration efficiency, and insufficient data value extraction. The company aims to address these issues through the integration of AI large models and SaaS platforms, launching an AI as a Service (AIaaS) model that covers the entire drug lifecycle, positioning AI as a core productivity tool in clinical research [1][2]. Group 1 - The company was established in 2013 and focuses on providing end-to-end solutions for pharmaceutical research, drug safety, and commercialization through AI and big data technologies. It currently serves over 1,400 pharmaceutical companies and Contract Research Organizations (CROs), including 21 of the top 25 global pharmaceutical companies and 90 of the top 100 innovative pharmaceutical companies in China [1]. - The company has entered a phase of independent innovation and AI-driven research since 2020, upgrading from SaaS to a digital platform that breaks down barriers between organizations and software, thereby enhancing overall industry coordination [2]. - The introduction of the TrialOS and PharmaOS platforms has successfully linked various stakeholders in the pharmaceutical industry, including companies, hospitals, third-party service providers, doctors, and patients, significantly improving the efficiency of drug development and commercial performance [2]. Group 2 - With advancements in large model technology, the company has significantly expanded its AI capabilities, applying them across the entire process from new drug development to commercialization. This year, it launched a value-oriented AIaaS model that provides comprehensive intelligent support for the life sciences industry [2]. - The company has pioneered a "digital employee" system, embedding AI agents throughout the clinical research process, achieving a breakthrough from being a "productivity tool" to becoming a "productivity driver" [2]. - The strategic transformation of the company is ongoing, with plans to increase investment in AI technology research, further refine the AIaaS business model, and aggressively expand into international markets to enhance its competitiveness in innovative pharmaceutical research [2].

Financial Performance - In the 2024 annual report, the company reported total revenue of 569 million yuan, a year-on-year decrease of 3.95% [2] - The net profit attributable to shareholders was a loss of 215 million yuan, an improvement from a loss of 347 million yuan in the same period last year [2] - The net cash flow from operating activities was -202 million yuan, compared to -351 million yuan in the previous year [2] - The basic earnings per share were -0.39 yuan, with a weighted average return on equity of -19.89% [2][22] Valuation Metrics - As of the closing price on April 24, the company's price-to-book ratio (TTM) was approximately 1.56 times, and the price-to-sales ratio (TTM) was about 3.28 times [2] Revenue Composition - The company's revenue for 2024 was primarily derived from self-developed SaaS products in clinical research, drug safety, and pharmaceutical marketing, with digital services contributing significantly [10][18] Cash Flow and Financing - The net cash flow from financing activities was 281 million yuan, an increase of 320 million yuan year-on-year [26] - The net cash flow from investment activities was -284 million yuan, compared to 238 million yuan in the same period last year [26] Asset and Liability Changes - As of the end of 2024, the company's trading financial assets decreased by 56.99%, while cash and cash equivalents increased by 17.2% [32] - Contract liabilities decreased by 36.89%, while lease liabilities increased significantly by 377.63% [35] Liquidity Ratios - The company's current ratio was 5.05, indicating a strong liquidity position [39]

Financial Performance - Zhejiang Taimei Medical Technology reported a revenue of RMB 500 million for the fiscal year 2024, representing a 20% increase compared to the previous year[3]. - The company achieved a net profit of RMB 100 million, which is a 15% growth year-over-year[3]. - Total revenue for 2024 was RMB 551.16 million, a slight decrease compared to RMB 573.14 million in 2023[13]. - Gross profit increased to RMB 224.94 million, with a gross margin improvement from 31.2% to 40.8%, a rise of 9.6 percentage points[15]. - Net loss for the year decreased to RMB 217.41 million, down 39% from RMB 356.38 million in 2023[15]. - Total revenue for 2024 reached RMB 551.2 million, with a gross margin increase from 31.2% in 2023 to 40.8%, a rise of 9.6 percentage points[23]. - The net loss for 2024 narrowed significantly to RMB 217.4 million, down 39.0% from RMB 356.4 million in 2023[23]. - Adjusted net loss, excluding IPO-related expenses and share-based payments, was RMB 57.3 million, a decrease of 81.9% year-on-year[23]. - Total revenue decreased by 3.8% from RMB 573.1 million in 2023 to RMB 551.2 million in 2024, primarily due to a decline in digital services and an increase in cloud software sales[39]. - Gross profit increased by 25.7% from RMB 179.0 million in 2023 to RMB 224.9 million in 2024, with gross margin rising from 31.2% to 40.8% due to effective cost reduction strategies[42]. User Growth and Market Expansion - User data indicates a 30% increase in active users, reaching a total of 1 million users by the end of 2024[3]. - The company plans to expand its market presence in Southeast Asia, aiming for a 15% market share by 2026[3]. - The company plans to expand internationally and develop global partnerships, positioning itself as a one-stop digital service platform for pharmaceutical and medical device companies entering international markets[37]. Product Development and Innovation - New product launches are expected to contribute an additional RMB 50 million in revenue in 2025[3]. - The company plans to launch the AI-powered clinical research platform "Wensi Intelligent" to enhance research efficiency and reduce costs[18]. - The company is actively involved in the research and development of new products and technologies to enhance its service offerings[100]. Financial Strategy and Investments - Zhejiang Taimei Medical Technology is considering strategic acquisitions to enhance its product portfolio, with a budget of RMB 200 million allocated for potential deals[3]. - The company is actively seeking strategic investments and partnerships to enhance its value and return to shareholders[19]. - The company plans to strengthen sales and marketing capabilities with 10% (HKD 26.0 million) of the net proceeds, which remains fully unutilized[188]. - 15% (HKD 38.9 million) of the net proceeds is allocated for selective strategic investments and acquisitions, also remaining unutilized[188]. Operational Efficiency - The company has implemented new strategies to improve operational efficiency, targeting a 5% reduction in costs by the end of 2025[3]. - The company aims to reduce R&D costs by 30% and improve trial efficiency by 50% through the implementation of an AI-driven clinical research platform[32]. - Selling expenses decreased by 41.7% from RMB 150.2 million in 2023 to RMB 87.6 million in 2024, mainly due to improved sales strategy efficiency and personnel restructuring[43]. - R&D expenses decreased by 48.5% from RMB 169.2 million in 2023 to RMB 87.1 million in 2024, reflecting optimized R&D efficiency and personnel restructuring[45]. Shareholder and Governance - The board of directors has approved a dividend payout of RMB 0.10 per share, reflecting a commitment to returning value to shareholders[3]. - The company did not recommend the distribution of a final dividend for the year ending December 31, 2024[104]. - The company has a significant concentration of ownership, with the top shareholders holding substantial percentages of the total issued capital[144]. - The independent directors are responsible for providing independent opinions and judgments to the board, ensuring corporate governance and accountability[83][85]. Employee and Management Structure - The workforce consists of 627 full-time employees, with 20.9% in R&D, 13.5% in sales and marketing, and 51.7% in professional and technical roles[65]. - The company has experienced significant management changes, with new appointments in key positions, including the Chief Financial Officer[95]. - The management team has a strong background in finance and investment, contributing to strategic decision-making and market expansion efforts[84][89]. Financial Position and Assets - Total assets as of December 31, 2024, were RMB 1,583.20 million, while total liabilities were RMB 348.62 million[13]. - The company's cash and cash equivalents amount to RMB 319.3 million, short-term bank deposits RMB 599.9 million, and short-term government bond investments RMB 159.4 million as of December 31, 2024[55]. - The current ratio is 5.05, up from 3.71 as of December 31, 2023, indicating strong liquidity[55]. - The debt ratio is 22.0%, a decrease from 27.9% as of December 31, 2023, reflecting improved financial stability[55]. Risks and Challenges - The group faced risks related to customer retention and acquisition, which could significantly impact revenue and business performance[110]. - The company has no significant contingent liabilities or capital commitments as of December 31, 2024[62][63].