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创新驱动发展 勇攀医疗器械智能装备新高度:迈得医疗一季度末合同负债增长59.70%,业绩回暖信号强劲
Sou Hu Cai Jing· 2025-06-09 09:13
日前,(688310)在回复投资者提问时表示,一季度末公司合同负债金额为1.58亿元,较上年末增长 59.70%。在手订单的增长,有助于公司2025年主营业务的回暖。 随着前期积累订单的持续落地转化,2025年主营业务展现出强劲回暖动能,业绩反转信号清晰显现,有 望在行业周期波动中率先触底回升。 创新药引领医药板块复苏热潮,医疗器械与智能化装备迎接发展新周期 近来,创新药概念的持续活跃,点燃了沉寂近三年的医药板块。CRO、CDMO行业企业纷纷宣布获得 海外大单。2025年第一季度,中国药企共完成33笔license-out(对外授权)交易,交易总金额达366.33 亿美元,同比增长约258%。 除了利好消息的催化作用,医疗行业的基本面正经历结构性转变,逐步迈入持续向好的发展通道。对于 医疗器械行业,随着我国老龄化程度的不断加深,医疗健康支出规模持续增长,为医用耗材市场提供了 广阔的增量空间;医疗耗材集采政策持续优化,叠加医保覆盖范围的不断扩大,进一步释放了医疗健康 服务领域对医用耗材的刚性需求。随着国际化布局的持续深化,优质国产医用耗材有望在全球市场竞争 中进一步提升市场份额。在此趋势下,医疗器械行业标杆企业 ...
迈得医疗收盘上涨3.76%,最新市净率3.27,总市值25.70亿元
Sou Hu Cai Jing· 2025-06-06 11:04
Group 1 - The core viewpoint of the news is that Maide Medical's stock has seen a significant decline, with a closing price of 15.46 yuan, up 3.76%, and a market-to-book ratio of 3.27, marking a new low in 240 days, with a total market value of 2.57 billion yuan [1] - As of March 31, 2025, the number of shareholders in Maide Medical has increased to 3,997, up by 163, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] - Maide Medical specializes in the research, production, sales, and service of medical consumables and intelligent equipment, with main products including safety infusion and blood purification devices [1] Group 2 - The latest financial results for the first quarter of 2025 show that Maide Medical achieved operating revenue of 40.18 million yuan, a year-on-year decrease of 45.87%, and a net profit loss of approximately 10.80 million yuan, a year-on-year decline of 202.70%, with a gross profit margin of 32.89% [1] - The company has received recognition for its innovation and intellectual property, being awarded the status of a national intellectual property advantage enterprise and a provincial intellectual property demonstration enterprise in 2022 [1] - In comparison to industry averages, Maide Medical's price-to-earnings (PE) ratio (TTM) is -62.23, and its market-to-book ratio is 3.27, indicating a significant deviation from the industry average PE ratio of 60.89 and market-to-book ratio of 4.16 [2]
硬核技术突破撬动产业升级:迈得医疗与巴特弗莱成功推出国内首款一体成型无钨无胶无硅油预灌封注射器
Quan Jing Wang· 2025-06-05 12:22
Group 1 - The core viewpoint of the news is that Maide Medical has successfully launched China's first integrated tungsten-free, glue-free, and silicone oil-free pre-filled syringe in collaboration with Nanjing Batefly, marking a significant step for domestic high-end medical consumables to enter the international market [1] - Maide Medical has developed an automated production line for Batefly, incorporating advanced technologies such as X-ray intelligent detection and micro-level collaborative control, achieving millisecond detection speed and zero glue residue risk, thus overcoming long-standing technological monopolies by foreign companies [1] - Batefly's core product, the silicone oil-free COC pre-filled syringe, has successfully passed the FDA Drug Master File (DMF) registration, indicating its readiness for international markets [1] Group 2 - Maide Medical aims to deepen strategic cooperation with industry leaders like Nanjing Batefly, leveraging its expertise in intelligent equipment to build a new ecosystem for intelligent manufacturing of medical consumables [2] - The medical device industry in China is entering a phase of high-quality development, driven by factors such as an aging population and increasing healthcare expenditures, with projections indicating that the market size may exceed 1.8 trillion yuan by 2030, with a compound annual growth rate of 7.53% from 2025 to 2030 [2] - Continuous policy support, expanding market demand, and steady improvements in production automation are creating a synergistic effect that drives the development of the intelligent medical consumables equipment industry [2] Group 3 - After over 20 years of development, Maide Medical has become a national high-tech enterprise in the medical device industry, focusing on innovation and increasing R&D investment, with R&D expenses reaching 40.41 million yuan in 2024, a year-on-year increase of 21.81% [3] - The company submitted 146 patent applications in 2024, including 21 invention patents, and received 78 new patent authorizations, with a total of 416 authorized patents by the end of 2024 [3] - In the first quarter of 2025, R&D investment was 9.156 million yuan, accounting for 22.79% of revenue, reflecting a year-on-year increase of 9.48 percentage points [3] Group 4 - Maide Medical's products have received multiple national and provincial recognitions, including being listed as key products at various levels, showcasing its commitment to quality and innovation [4] - The company is actively exploring new growth areas, including high-value medical consumables and clinical testing, while integrating advanced intelligent control systems to provide customized digital workshop solutions [4] - Maide Medical is pushing the industry towards intelligent and flexible production models, enhancing its competitive edge in the market [4]
迈得医疗收盘上涨1.67%,最新市净率3.09,总市值24.28亿元
Sou Hu Cai Jing· 2025-06-03 11:10
Company Overview - Maide Medical's stock closed at 14.61 yuan, up 1.67%, with a latest price-to-book ratio of 3.09, marking a new low in 231 days, and a total market capitalization of 2.428 billion yuan [1] - As of the first quarter of 2025, five institutions held shares in Maide Medical, including three funds, one other entity, and one social security fund, with a total holding of 15.2835 million shares valued at 179 million yuan [1] - The company specializes in the research, production, sales, and service of medical consumables and intelligent equipment, with main products including safety infusion and blood purification devices [1] Performance Metrics - For the first quarter of 2025, Maide Medical reported operating revenue of 40.1763 million yuan, a year-on-year decrease of 45.87%, and a net profit of -10,797,370.24 yuan, a year-on-year decline of 202.70%, with a gross profit margin of 32.89% [1] - The company's price-to-earnings ratio (TTM) is -58.81, and the static PE is -121.54, with a market capitalization of 2.428 billion yuan [2] - The industry average PE (TTM) is 60.04, and the industry median is 49.67, indicating that Maide Medical's valuation metrics are significantly lower than the industry averages [2]
迈得医疗收盘上涨3.47%,最新市净率2.97,总市值23.32亿元
Sou Hu Cai Jing· 2025-05-28 11:36
5月28日,迈得医疗今日收盘14.03元,上涨3.47%,最新市净率2.97,创156天以来新低,总市值23.32亿 元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)23迈得医疗-56.48-116.712.9723.32亿行业平均 60.6169.154.0960.44亿行业中值47.5448.103.0340.71亿1中船应急-1717.48891.892.9777.07亿2利和 兴-859.91653.675.5246.28亿3开勒股份-781.59-473.506.5249.86亿4卓兆点胶-615.22-116.094.1524.09亿5博 杰股份-576.62233.902.5552.05亿6花溪科技-537.261173.119.3718.33亿7至纯科技-462.82411.322.0297.06亿 8爱司凯-357.32-1038.006.5231.51亿9蓝英装备-276.43-331.928.1672.22亿10舜禹股 份-273.01156.831.4621.41亿11鸿铭股份-180.85-186.632.1518.23亿 来源:金融界 迈得医疗工业设备股份有限公司主营业 ...
迈得医疗董事长王瑜玲增持29.64万股,成交均价12.67元
Sou Hu Cai Jing· 2025-05-27 14:33
Group 1 - The chairman and general manager of Maide Medical, Wang Yuling, increased her shareholding by 296,400 shares at an average price of 12.67 yuan, totaling 3.756 million yuan, bringing her total holdings to 494,300 shares [1][2] - Maide Medical's main business includes the manufacturing of molds, industrial automation control systems, laboratory analysis instruments, plastic products, industrial robots, and specialized machinery with independent functions, as well as software development and information system integration services [1] - As of December 31, 2024, the revenue breakdown for Maide Medical shows that safety infusion line machines generated 116 million yuan (42.18%), blood purification line machines 104 million yuan (37.90%), safety infusion single machines 38.6 million yuan (14.04%), and other revenues 16.1 million yuan (5.87%) [1] Group 2 - The latest market capitalization of Maide Medical is 2.254 billion yuan [2]
迈得医疗: 迈得医疗工业设备股份有限公司关于实际控制人之一致行动人增持股份结果的公告
Zheng Quan Zhi Xing· 2025-05-27 11:35
证券代码:688310 证券简称:迈得医疗 公告编号:2025-027 关于实际控制人之一致行动人增持股份结果的公告 本公司董事会、全体董事及相关股东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、准确性和完整性承担法律责任。 重要内容提示: ? 已披露增持计划情况:迈得医疗工业设备股份有限公司(以下简称"公司") 于 2025 年 4 月 11 日在上海证券交易所网站(www.sse.com.cn)披露了《迈得医 疗工业设备股份有限公司关于实际控制人之一致行动人增持公司股份计划的公 告》 在本次增持计划公告披露之前 12 个月内,上述增持主体未披露过增持计划。 迈得医疗工业设备股份有限公司 二、增持计划的实施结果 (一)增持计划的实施结果 增持主体名称 王瑜玲 增持计划首次披露日 2025 年 4 月 11 日 增持计划拟实施期间 2025 年 4 月 11 日~2025 年 10 月 10 日 增持计划拟增持金额 500 万元~1,000 万元 增持计划拟增持数量 未设置增持数量 增持计划拟增持比例 未设置增持比例 增持股份实施期间 2025 年 5 月 15 日~2025 ...
迈得医疗(688310) - 迈得医疗工业设备股份有限公司关于实际控制人之一致行动人增持股份结果的公告
2025-05-27 10:47
关于实际控制人之一致行动人增持股份结果的公告 迈得医疗工业设备股份有限公司 证券代码:688310 证券简称:迈得医疗 公告编号:2025-027 本公司董事会、全体董事及相关股东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、准确性和完整性承担法律责任。 重要内容提示: 已披露增持计划情况:迈得医疗工业设备股份有限公司(以下简称"公司") 于 2025 年 4 月 11 日在上海证券交易所网站(www.sse.com.cn)披露了《迈得医 疗工业设备股份有限公司关于实际控制人之一致行动人增持公司股份计划的公 告》(公告编号:2025-010)。公司控股股东、实际控制人、董事长、总经理林军 华先生的配偶王瑜玲女士拟自 2025 年 4 月 11 日起 6 个月内,以自有资金,通过 上海证券交易所交易系统允许的方式(包括但不限于集中竞价、大宗交易等)增 持公司股份,增持金额不低于人民币 500 万元(含)且不超过人民币 1,000 万元 (含)。本次增持计划不设置增持股份价格区间,将根据公司股票的价格波动情 况及资本市场整体趋势择机增持公司股份。 增持计划的实施结果:公司控股股东 ...
迈得医疗(688310) - 上海锦天城(杭州)律师事务所关于迈得医疗工业设备股份有限公司实际控制人之一致行动人增持公司股份的法律意见书
2025-05-27 10:47
上海锦天城(杭州)律师事务所 法律意见书 上海锦天城(杭州)律师事务所 关于迈得医疗工业设备股份有限公司 实际控制人之一致行动人增持公司股份的 法律意见书 锦 天 城 律师事务 所 ALLBRIGHT LAW OFFICES 地址:浙江省杭州市上城区富春路 308 号华成国际发展大厦 11/12 层 传真: 021-20511999 电话:0571-89838088 邮编:310020 上海锦天城(杭州)律师事务所 法律意见书 上海锦天城(杭州)律师事务所 关于迈得医疗工业设备股份有限公司 实际控制人之一致行动人增持公司股份的法律意见书 上锦杭【2025】法意字第 40527 号 致:迈得医疗工业设备股份有限公司 上海锦天城(杭州)律师事务所(以下简称"本所")接受迈得医疗工业设 备股份有限公司(以下简称"公司")的委托,根据《中华人民共和国公司法》 (以下简称"《公司法》")、《中华人民共和国证券法》(以下简称"《证券 法》")、《上市公司收购管理办法》(以下简称"《收购管理办法》")等相 关法律、法规和规范性文件以及《迈得医疗工业设备股份有限公司章程》(以下 简称"《公司章程》")等内部规章制度的有关规定 ...
迈得医疗: 迈得医疗工业设备股份有限公司关于完成董事会和监事会换届选举及聘任高级管理人员、审计部负责人、证券事务代表的公告
Zheng Quan Zhi Xing· 2025-05-21 09:29
一、董事会选举情况 证券代码:688310 证券简称:迈得医疗 公告编号:2025-026 迈得医疗工业设备股份有限公司 关于完成董事会和监事会换届选举及聘任高级管理 人员、审计部负责人、证券事务代表的公告 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。 迈得医疗工业设备股份有限公司(以下简称"公司")于 2025 年 5 月 20 日召开 2024 年年度股东大会,选举产生了公司第五届董事会董事、第五届监事 会非职工代表监事,与公司 2025 年 5 月 14 日召开的职工代表大会选举产生的 1 名职工代表监事,共同组成了公司第五届董事会和监事会。同日,公司召开第五 届董事会第一次会议、第五届监事会第一次会议,分别审议通过了《关于选举公 司第五届董事会董事长的议案》《关于选举公司第五届董事会各专门委员会委员 的议案》《关于聘任公司总经理的议案》《关于聘任公司副总经理、董事会秘书 的议案》《关于聘任公司财务负责人的议案》《关于聘任公司审计部负责人的议 案》《关于聘任公司证券事务代表的议案》以及《关于选举公司第五届监事会主 ...