近日，新华医疗在互动平台向投资者表示，公司在外骨骼机器人领域聚焦医疗康复场景，自主研发的下 肢助行外骨骼机器人已完成功能样机研发，专利申请于2025年1月26日获国家知识产权局受理。该产品 采用模块化设计，支持从急性期被动训练到慢性期抗阻训练的全周期康复需求，覆盖脑卒中偏瘫、脊髓 损伤、骨科术后等多类患者，适用于医院、社区、家庭及养老机构等多场景应用。注册地于山东省淄博 市的新华医疗聚焦医疗器械和制药装备两大核心业务。报告期内，公司实现营业收入47.90亿元，同比 降低7.64%，实现归母净利润3.86亿元，同比下降20.35%。 ...

证 券 研 究 报 告 新华医疗（600587）2025 年中报点评 推荐（维持） 制药装备稳健增长，逐步剥离低毛利业务 目标价：20 元 事项： ❖ 公司发布 25 年中报，25H1 营收 47.90 亿元（-7.64%），归母净利润 3.86 亿元 （-20.35%），扣非归母净利润 3.33 亿元（-29.75%）。单 25Q2，营收 24.83 亿 元（-6.59%），归母净利润 2.25 亿元（-17.55%），扣非归母净利润 1.75 亿元（- 33.87%）。 评论： [ReportFinancialIndex] 主要财务指标 公司研究 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 10,021 | 10,675 | 11,776 | 12,968 | | 同比增速(%) | 0.1% | 6.5% | 10.3% | 10.1% | | 归母净利润(百万) | 692 | 798 | 928 | 1,026 | | 同比增速(%) | 5.8% | 15.4% | 16.3% ...

格隆汇9月15日丨新华医疗(600587.SH)在互动平台表示，新华医疗拥有多种物流机器人，如：全院物流 机器人、高值耗材物流机器人、清洗物流机器人、灭菌物流机器人、低温物流机器人、码垛机器人等， 公司通过打造智能化物流管理系统，积极推动医疗服务的智慧化发展，在医院物资配送等场景发挥着重 要作用。 ...

格隆汇9月15日丨新华医疗(600587.SH)在互动平台表示，公司正有序推进脑机接口技术的前期调研工 作。 ...

格隆汇9月15日丨新华医疗(600587.SH)在互动平台表示，新华医疗作为国内医疗器械领域的领军企业， 聚焦于"医疗器械、制药装备"两大制造主业。公司暂无量子计算方面的布局。 ...

格隆汇9月15日丨新华医疗(600587.SH)在互动平台表示，公司在外骨骼机器人领域聚焦医疗康复场景， 自主研发的下肢助行外骨骼机器人已完成功能样机研发，专利申请于2025年1月26日获国家知识产权局 受理。该产品采用模块化设计，支持从急性期被动训练到慢性期抗阻训练的全周期康复需求，覆盖脑卒 中偏瘫、脊髓损伤、骨科术后等多类患者，适用于医院、社区、家庭及养老机构等多场景应用。 ...

证券之星消息，截至2025年9月12日收盘，新华医疗(600587)报收于16.4元，下跌0.73%，换手率 1.18%，成交量7.11万手，成交额1.17亿元。 9月12日的资金流向数据方面，主力资金净流出3681.91万元，占总成交额10.58%，游资资金净流入 1144.65万元，占总成交额3.29%，散户资金净流入2537.26万元，占总成交额7.29%。 近5日资金流向一览见下表： 该股主要指标及行业内排名如下： | 指标 | 新华医疗 | 医疗器械行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 98.16亿元 | 122.21亿元 | 38 123 | | 净资产 | 81.88亿元 | 38.89亿元 | 11 123 | | 净利润 | 3.86亿元 | 1.49亿元 | 11 123 | | 市盈率(动) | 12.72 | 69.76 | 2 123 | | 市净率 | 1.24 | 3.97 | 12 123 | | 毛利率 | 25.21% | 51.85% | 112 123 | | 净利率 | 8.15% | 10.39% | 68 ...

Company Overview - Xinhua Medical is located in Zibo, Shandong Province, established on April 18, 1993, and listed on September 27, 2002. The company primarily engages in medical devices and pharmaceutical equipment, with a business system that includes medical trade and services [1]. Financial Performance - For the first half of 2025, Xinhua Medical reported operating revenue of 4.79 billion yuan, a year-on-year decrease of 7.64%. The net profit attributable to the parent company was 386 million yuan, down 20.35% year-on-year [2]. - As of June 30, 2025, the company had a total of 39,300 shareholders, an increase of 0.82% from the previous period. The average circulating shares per person were 15,386, a decrease of 0.81% [2]. Stock Performance - On September 12, Xinhua Medical's stock price fell by 2.06%, closing at 16.18 yuan per share, with a trading volume of 252 million yuan and a turnover rate of 2.55%. The total market capitalization was 9.816 billion yuan [1]. - Year-to-date, the stock price has decreased by 1.34%, with a decline of 1.22% over the last five trading days, a drop of 7.91% over the last 20 days, and an increase of 10.44% over the last 60 days [1]. Revenue Composition - The revenue composition of Xinhua Medical is as follows: medical device manufacturing accounts for 35.16%, medical trade products 31.23%, pharmaceutical equipment 24.43%, medical services 7.05%, and others 2.12% [1]. Shareholder Information - As of June 30, 2025, the top ten circulating shareholders included Huabao Zhongzheng Medical ETF, holding 16.0931 million shares, an increase of 196,600 shares from the previous period. Hong Kong Central Clearing Limited was the fourth-largest shareholder, holding 7.9202 million shares, an increase of 413,000 shares [3]. Dividend Distribution - Since its A-share listing, Xinhua Medical has distributed a total of 812 million yuan in dividends, with 455 million yuan distributed over the past three years [3].

Core Viewpoint - The company has received a medical device registration certificate for its endoscope cleaning workstation, which enhances its product offerings in the medical infection control sector [1][5]. Medical Device Registration Details - Product Name: Endoscope Cleaning Workstation [1] - Registration Number: Lu Xie Zhu Zheng 20252110546 [1] - Registered Entity: Shandong Xinhua Medical Instrument Co., Ltd. [1] - Registered Address: Xinhua Medical Technology Park, High-tech Industrial Development Zone, Zibo City, Shandong Province [1] - Production Address: No. 1 Jiuzhou Road, Baita Town, Boshan District, Zibo City, Shandong Province (Contract Manufacturing) [1] - Structure and Composition: The workstation consists of various components including ultrasonic tank, cleaning tank, rinsing tank, disinfection tank, final rinsing tank, and drying platform for soft and hard endoscopes [1][2]. Product Characteristics - The endoscope cleaning workstation features an integrated design for efficient cleaning and disinfection processes, utilizing imported PMMA polymer materials for durability and ease of cleaning [4]. - It includes an intelligent control system for multi-tank independent operation, automating standard processes such as enzyme washing and ultrasonic oscillation [4]. - The workstation ensures thorough cleaning with high-pressure flushing and features a gas dilution discharge system to eliminate harmful vapors [4]. - It meets national standards for endoscope cleaning and disinfection, with real-time monitoring and data traceability capabilities [4]. Impact on Company Performance - The introduction of the new generation endoscope cleaning workstation expands the company's technological layout in medical infection control, enhancing its core competitiveness in the disinfection field [5].

Key Points - Tianpu Co., Ltd. announced a suspension of trading for stock verification due to multiple instances of abnormal trading fluctuations from August 22 to September 3, with a reminder for investors about market risks [1] - China Shipbuilding Industry Corporation announced a share exchange ratio of 1:0.1339 for the merger with China Shipbuilding, with the stock ceasing to be listed from September 5, 2025 [2] - Chengdu Huamei reported that its 40G high-precision RF ADC chip is still in the trial production stage and has not achieved mass sales, indicating market demand uncertainty [2] - Taihe Technology's sulfide solid electrolyte project is currently in the trial production phase and has not generated sales revenue [3] - Robotech signed a contract worth approximately €946.50 million for fully automated silicon photonic packaging equipment, expected to positively impact the company's future performance [4] - Wento Holdings reported that its cinema and gaming businesses are still in the recovery phase post-restructuring, with potential uncertainties in future operations [5] - Xibu Muye's fresh milk production increased by 4.8% month-on-month in August [6] - China Shipbuilding announced the implementation of a share exchange merger with China Heavy Industry [6] - Gansu Energy plans to invest CNY 40.89 billion in a wind-solar integrated project [6] - Xinhua Medical's endoscope cleaning workstation received a Class II medical device registration certificate [6]