一、募集资金基本情况 根据中国证监会核发的《关于同意上海联影医疗科技股份有限公司首次公开 发行股票注册的批复》（证监许可[2022]1327 号），上海联影医疗科技股份有限公 司（以下简称"公司"或"联影医疗"）获准向社会公开发行人民币普通股（A 股） 10,000 万股，发行价格为 109.88 元/股，募集资金总额 1,098,800.00 万元。公司 募集资金总额扣除所有股票发行费用（包括不含增值税承销及保荐费用以及其他 发行费用）人民币264,158,460.63元后的募集资金净额为人民币10,723,841,539.37 元。上述募集资金到位情况业经普华永道中天会计师事务所（特殊普通合伙）审 验，并出具了普华永道中天验字（2022）第 0687 号《验资报告》。募集资金到账 后，公司对募集资金进行了专户存储，并与保荐机构、存放募集资金的银行签署 了募集资金专户存储监管协议。具体情况详见公司 2022 年 8 月 19 日披露于上海 证券交易所网站（www.sse.com.cn）的《上海联影医疗科技股份有限公司首次公 开发行股票科创板上市公告书》。 1 二、募集资金使用情况 根据公司《上海联影医疗科技 ...

证券代码： 688271 证券简称： 联影医疗 公告编号： 2024-063 上海联影医疗科技股份有限公司 关于调整部分募投项目内部投资结构及延期的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 上海联影医疗科技股份有限公司（以下简称"公司"或"联影医疗"）于 2024 年 11 月 7 日召开第二届董事会第十五次会议、第二届监事会第十次会议，审议 通过了《关于调整部分募投项目内部投资结构及延期的议案》，同意公司在募集 资金投资项目（以下简称"募投项目"）实施主体、总投资金额、投资用途不发 生变更、不影响募投项目正常实施的情况下，根据募投项目实施情况、募集资金 投入规划及募投项目建设实际需求，对"下一代产品研发项目""信息化提升项 目"内部投资结构作调整，对"高端医疗影像设备产业化基金项目"延期，保荐 机构出具了明确的核查意见。 一、募集资金基本情况 根据中国证监会核发的《关于同意上海联影医疗科技股份有限公司首次公开 发行股票注册的批复》（证监许可[2022]1327 号），公司获准向社会公开发行人 民币普通股（A ...

证券代码： 688271 证券简称： 联影医疗 公告编号： 2024-065 上海联影医疗科技股份有限公司 关于变更 2024 年度会计师事务所的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示 一、拟聘任审计机构的基本情况 （一）机构信息 1、基本信息 安永华明于 1992 年 09 月成立，2012 年 08 月完成本土化转制，从一家中外 合作的有限责任制事务所转制为特殊普通合伙制事务所。安永华明总部设在北京， 注册地址为北京市东城区东长安街 1 号东方广场安永大楼 17 层 01-12 室。 2、人员信息 拟聘任的会计师事务所名称：安永华明会计师事务所（特殊普通合伙） （以下简称"安永华明"） 原聘任的会计师事务所名称：普华永道中天会计师事务所（特殊普通合 伙）（以下简称"普华永道中天"） 变更会计师事务所的简要原因及前任会计师的异议情况：鉴于近期公司 前任会计师事务所的相关事项，基于审慎原则并结合公司业务需要，公 司拟变更会计师事务所，改聘安永华明为公司提供 2024 年度财务审计 和内部控制审计 ...

中信证券股份有限公司、中国国际金融股份有限公司 关于上海联影医疗科技股份有限公司 调整部分募投项目内部投资结构及延期的核查意见 中信证券股份有限公司（以下简称"中信证券"、"保荐机构"）、中国国际金 融股份有限公司（以下简称"中金公司"、"保荐机构"）为上海联影医疗科技 股份有限公司（以下简称"公司"、"联影医疗"）首次公开发行股票并上市的 保荐机构。根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股 票上市规则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运 作》《上市公司监管指引第 2 号——上市公司募集资金管理和使用的监管要求 （2022 修订）》等有关规定，对联影医疗调整部分募集资金投资项目（以下简称 "募投项目"）内部投资结构及延期的事项进行了核查，并出具核查意见如下： 一、募集资金的基本情况 三、本次募投项目调整的具体情况及原因 2022 年 9 月 26 日，公司第一届董事会第十四次会议和第一届监事会第十二 次会议审议通过了《关于使用部分募集资金向全资子公司进行增资实施募投项目 的议案》，同意公司使用募集资金人民币 131,162.7539 万元向全资子公司武汉联 影医 ...

Investment Rating - The investment rating for the company is "Outperform the Market" [5] Core Views - The company experienced a loss in Q3 2024 due to a slowdown in market bidding activities, with revenue of 6.71 billion yuan, down 36.94% year-on-year, and a net profit of -2.79 billion yuan in Q3 2024, a decline of 320.57% [1][3] - Despite domestic market pressures, the overseas market showed strong growth, with revenue reaching 1.404 billion yuan, up 36.49% year-on-year, accounting for over 20% of total revenue [2] - Service revenue is growing rapidly, contributing 13.91% to total revenue, driven by an increase in installed equipment [1][2] Summary by Sections Financial Performance - For the first three quarters of 2024, the company reported revenue of 69.54 billion yuan, a decrease of 6.43%, and a net profit of 6.71 billion yuan, down 36.94% [1] - The revenue for Q3 2024 was 16.21 billion yuan, a decline of 25.00%, with a net profit of -2.79 billion yuan [1] - The company’s gross margin improved slightly to 49.41%, an increase of 0.74 percentage points, while the sales expense ratio rose to 19.92%, an increase of 3.06 percentage points [2] Revenue Breakdown - Equipment sales revenue for the first three quarters of 2024 was 57.05 billion yuan, down 11.53% year-on-year, while maintenance service revenue grew to 9.67 billion yuan, up 27.27% [1] - Domestic revenue was 55.50 billion yuan, down 13.33% year-on-year, while overseas revenue was 14.04 billion yuan, reflecting strong growth [2] Profit Forecast - The profit forecast for 2024-2026 has been adjusted, with expected revenues of 104.4 billion yuan, 131.6 billion yuan, and 157.3 billion yuan respectively, reflecting a year-on-year growth rate of -8.5%, 26.0%, and 19.6% [3] - The projected net profits for the same period are 14.2 billion yuan, 23.0 billion yuan, and 28.1 billion yuan, with year-on-year growth rates of -28.0%, 62.1%, and 21.9% [3]

Investment Rating - The report maintains a "Buy" rating for the company [6]. Core Views - The company's Q3 performance was impacted by industry restructuring and equipment updates, leading to a short-term revenue decline. However, overseas markets continue to show strong growth, with significant progress in key markets [1][2][3]. Summary by Sections Financial Performance - For the first three quarters of 2024, the company achieved revenue of 6.954 billion yuan, a year-on-year decrease of 6.43%. The net profit attributable to shareholders was 671 million yuan, down 36.94% year-on-year. In Q3 alone, revenue was 1.621 billion yuan, a decline of 25.00%, and the net profit was -279 million yuan, a drop of 320.57% year-on-year [1][2]. - Equipment revenue for Q1-Q3 2024 was 5.705 billion yuan, down 11.55% year-on-year, while service revenue was 967 million yuan, up 27.27% year-on-year [2]. Overseas Market Growth - The overseas market showed robust growth, with revenue reaching 1.404 billion yuan in Q1-Q3 2024, an increase of 36.49% year-on-year. The overseas revenue accounted for 20.19% of total revenue, up 6.35 percentage points year-on-year [3]. - The company has over 31,000 products installed in more than 13,000 medical and research institutions across over 75 countries and regions, with a service team of over 1,000 people [3]. R&D and Product Development - The company emphasizes R&D innovation, having launched over 120 products, with 42 receiving CE certification and 47 obtaining FDA (510k) approval by Q3 2024. New products include an integrated CT ring linear accelerator and a next-generation intelligent quality control CT system [4]. Earnings Forecast and Investment Recommendations - The company is expected to generate revenues of 10.518 billion yuan, 12.543 billion yuan, and 15.170 billion yuan for 2024, 2025, and 2026, respectively, with year-on-year growth rates of -7.8%, 19.3%, and 20.9%. The net profit attributable to shareholders is projected to be 1.563 billion yuan, 1.980 billion yuan, and 2.489 billion yuan for the same years, with corresponding growth rates of -20.8%, 26.7%, and 25.7% [4][5].

联影医疗（688271） 公司点评 业绩短期承压，静待招采复苏 | --- | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------|--------------------------------|--------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

1 Nov 2024 CMB International Global Markets | Equity Research | Company Update United Imaging (688271 CH) Anticipating a rapid rebound in domestic business United Imaging's 9M24 revenue declined by 6.4% YoY to RMB6,954mn, with 3Q24 revenue down by 25.0% YoY to RMB1.6bn. This downturn was primarily due to a challenging domestic market environment, marked by stringent industry regulations and delays in equipment renewal projects. Attributable net profit in 9M24 decreased by 36.9% YoY to RMB671mn, with net pro ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported a total revenue of 6.954 billion yuan for the first three quarters of 2024, a decrease of 6.43% year-on-year, and a net profit attributable to shareholders of 671 million yuan, down 36.94% [2] - The company's Q3 performance was impacted by delayed domestic tenders, with Q3 revenue at 1.621 billion yuan, down 25.00%, and a net loss of 279 million yuan [2] - Despite short-term pressures, the market share of core product lines such as CT, MR, and MI continues to improve, with a significant increase in the revenue share of mid-to-high-end products, laying a foundation for future recovery [2] - The overseas market showed strong performance, with revenue of 1.404 billion yuan, up 36.49%, and service revenue growing over 100%, with overseas revenue accounting for over 20% [3] - The company has adjusted its net profit forecasts for 2024-2026 due to short-term pressures, with expected profits of 1.232 billion yuan in 2024, 1.916 billion yuan in 2025, and 2.311 billion yuan in 2026 [3] Summary by Sections Financial Performance - Total revenue for 2022 was 9.238 billion yuan, increasing to 11.411 billion yuan in 2023, but expected to decline to 10.348 billion yuan in 2024, before rising to 12.020 billion yuan in 2025 and 14.036 billion yuan in 2026 [1] - Net profit attributable to shareholders was 1.656 billion yuan in 2022, increasing to 1.974 billion yuan in 2023, but projected to drop to 1.232 billion yuan in 2024, before recovering to 1.916 billion yuan in 2025 and 2.311 billion yuan in 2026 [1] - The latest diluted EPS is expected to be 1.50 yuan per share in 2024, with projections of 2.32 yuan in 2025 and 2.80 yuan in 2026 [1] Market Dynamics - The domestic market faced challenges due to industry restructuring and high base effects from the previous year, leading to a 13.33% decline in revenue to 5.550 billion yuan in the first three quarters of 2024 [2] - The overseas market, particularly in North America and Europe, showed robust growth, with significant increases in orders and revenue, especially for high-end MR and CT products [3]

证券时报网讯，10月31日有27家公司被机构调研，按调研机构类型看，基金参与13家公司的调研活动， 其中，10家以上基金扎堆调研公司共4家。 联影医疗最受关注，参与调研的基金达72家；新产业、思泉新材等分别获55家、18家基金调研。 校对：祝甜婷 ...