Core Viewpoint - Aomei Medical (002950) is focusing on maintaining shareholder returns while investing in strategic upgrades and new product development in the medical device sector, particularly in advanced dressing products and overseas markets [1][2][3]. Company Performance - As of May 30, 2025, Aomei Medical's stock closed at 8.69 yuan, with a market capitalization of 5.503 billion yuan, ranking 56th in the medical device sector [1]. - The company reported a total revenue of 758.66 million yuan for Q1 2025, a year-on-year increase of 1.64%, while net profit decreased by 7.94% to 86.65 million yuan, with a net profit margin of 11.42% [5][7]. Dividend Policy - The company has distributed a total cash dividend of approximately 91.91 million yuan over the last three years, exceeding 30% of the average annual net profit, and plans to continue prioritizing shareholder returns despite reduced dividends in recent years due to strategic investments [1][2]. Product Development and Market Strategy - Aomei Medical is focusing on high-value medical devices, particularly in advanced dressing products, with plans to launch new functional dressing products in 2024 [2][3]. - The company aims to enhance its competitive edge through automation and smart technology in manufacturing, while also expanding its product offerings in the hygiene care sector [6][8]. International Market Presence - In 2024, Aomei Medical achieved overseas revenue of 275.65 million yuan, a 23.43% increase year-on-year, with a significant market share in developed regions such as the US and Europe [3][4]. - The company is actively expanding into emerging markets in the Middle East, South America, and Southeast Asia to reduce reliance on developed markets [4]. Industry Outlook - The medical dressing market is characterized as a stable growth sector with strong demand, and Aomei Medical is well-positioned to maintain its competitive advantage and market share [8].

Group 1 - The core viewpoint of the news highlights the financial performance and market position of Aomei Medical, indicating a decline in stock price and a lower PE ratio compared to the industry average [1][3] - As of May 26, Aomei Medical's stock closed at 8.6 yuan, down 1.04%, with a rolling PE ratio of 15.07 times and a total market capitalization of 5.446 billion yuan [1] - The medical device industry has an average PE ratio of 48.92 times, with Aomei Medical ranking 37th among its peers [1] Group 2 - Aomei Medical specializes in the research, production, and sales of medical consumables, disposable medical devices, infection protection products, and home care products [2] - The company has received multiple accolades, including being listed among the top 100 private manufacturing enterprises in Hubei and recognized for its intelligent manufacturing projects [2] - In the first quarter of 2025, Aomei Medical reported a revenue of 759 million yuan, a year-on-year increase of 1.64%, while net profit decreased by 7.86% to 86.5 million yuan, with a gross profit margin of 30.52% [3]

证券代码：002950 证券简称：奥美医疗 奥美医疗用品股份有限公司 投资者关系活动记录表 编号：2025-001 4.请问奥美在海外市场发展情况如何？ 答:尊敬的投资者您好！目前奥美医疗在海外市场已经实 现较高的市场占有率，2024 年公司实现境外营业收入 275,650.05 万元，同比上升 23.43%，占营业收入比重 为 82.87% 。公司主要产品在美国、欧洲、日韩等发达 国家或地区已经有较高市占率，部分细分产品在美欧均为 市占率第一。目前公司正在大力拓展中东、南美、东南亚、 非洲等新兴市场国家或地区，进一步夯实公司在海外市场 的竞争优势，同时减少对发达国家市场的依赖。感谢您的 关注！ 5.公司本期盈利水平如何? 答:尊敬的投资者您好，根据公司2025年一季度报告，公 司2025年第一季度营业总收入为758,656,819.43元，同 比增长1.64%；净利润为86,652,875.66元，同比下降 7.94%；销售净利率11.42%，在行业内处于领先水平。 | 感谢您的关注！ | | --- | | 6.公司未来的盈利增长点? | | 答:尊敬的投资者您好！尽管目前耗材市场竞争激烈，但 | | 公 ...

奥美医疗（002950）公告，公司第三届董事会第十四次会议于2025年5月22日(星期四)以通讯会议的方 式召开，审议通过《关于延期召开2024年年度股东大会的议案》。 ...

证券代码：002950 证券简称：奥美医疗 公告编号：2025-030 奥美医疗用品股份有限公司 第三届董事会第十四次会议决议公告 三、备查文件 1、 第三届董事会第十四次会议决议； 2、 深交所要求的其他文件。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 二、董事会会议审议情况 （一）审议通过《关于延期召开 2024 年年度股东大会的议案》 表决结果：7 票同意，0 票反对，0 票弃权。 具体内容详见同日公司披露于巨潮资讯网（http://www.cninfo.com.cn）的《关 于延期召开 2024 年年度股东大会的公告》。 一、董事会会议召开情况 奥美医疗用品股份有限公司（以下简称"公司"）第三届董事会第十四次会议 于 2025 年 5 月 22 日（星期四）以通讯会议的方式召开。会议通知已于 2024 年 5 月 19 日通过邮件的方式送达各位董事。本次会议应出席董事 7 人，实际出 席董事 7 人。 会议由董事长崔金海主持，监事、高管列席。会议召开符合有关法律、法 规、规章和《公司章程》的规定。经各位董事认真审议，会议形成了如下决议： 奥美医疗 ...

证券代码：002950 证券简称：奥美医疗 公告编号：2025-032 奥美医疗用品股份有限公司 关于召开 2024 年年度股东大会的通知（延期后） 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 根据奥美医疗用品股份有限公司（以下简称"公司"）第三届董事会第十四次 会议决议，2024年年度股东大会将由原定2025年5月29日召开延期至2025年6月 4日召开，股权登记日不变，仍为2025年5月26日，会议审议事项等其他内容均 不变。具体通知如下： 一、 召开会议的基本情况 1、会议届次：2024 年年度股东大会 7、出席对象 2、会议召集人：董事会。第三届董事会第十三次会议审议通过了关于召开 本次股东大会的议案。 3、会议召开的合法、合规性：本次股东大会会议的召开符合有关法律、行政 法规、部门规章、规范性文件和《公司章程》的有关规定。 4、会议召开的日期、时间： （1）现场会议：2025 年 6 月 4 日（星期三）14:30 （2）网络投票： 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 6 月 4 日的交易时间，即 9:15-9:25 ...

证券代码：002950 证券简称：奥美医疗 公告编号：2025-031 奥美医疗用品股份有限公司 关于延期召开 2024 年年度股东大会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 特别提示 奥美医疗用品股份有限公司（以下简称"公司"）原定于 2025 年 5 月 29 日 （星期四）召开 2024 年年度股东大会将延期至 2025 年 6 月 4 日（星期三）。原 股东大会股权登记日、会议地点、会议的召开方式、会议登记方式、审议事项等 事项均保持不变。 本次延期召开股东大会的事宜符合法律、行政法规、部门规章、规范性文件 和公司章程等的相关规定。 一、 原股东大会的基本情况 1、会议届次：2024 年年度股东大会 2、会议召集人：董事会。第三届董事会第十三次会议审议通过了关于召开本 次股东大会的议案。 3、会议召开的合法、合规性：本次股东大会会议的召开符合有关法律、行政 法规、部门规章、规范性文件和《公司章程》的有关规定。 4、会议召开的日期、时间： （1）现场会议：2025 年 5 月 29 日（星期三）14:30 通过深圳证券交易所交易系统进行网 ...

Core Viewpoint - The medical protective clothing industry has experienced significant growth due to the COVID-19 pandemic, leading to increased production capacity and supply in China. However, as the pandemic situation stabilizes, demand has begun to decline, prompting a shift towards international markets. In 2024, production is expected to rebound, reaching 6.5 million sets, an increase of 8.3% year-on-year [1][11]. Industry Overview - Medical protective clothing serves as essential attire for healthcare personnel, providing safety and preventing the spread of pathogens. It includes various types of clothing based on usage, lifespan, and material processing methods [3][4]. - The industry is characterized by a high market concentration, dominated by several large enterprises that leverage technological innovation and brand development to capture significant market shares [15][16]. Industry Chain - The medical protective clothing industry chain consists of raw material supply, manufacturing, and distribution. Key raw materials include non-woven fabrics and functional materials, which are critical for product quality [9]. Current Industry Status - The demand for medical protective clothing surged during the pandemic, leading to rapid capacity expansion in China. As of 2023, demand has started to decline, with some production capacity redirected to international markets. In 2024, production is projected to increase to 6.5 million sets [1][11]. Competitive Landscape - Major companies in the medical protective clothing market include Blue Sail Medical, Shenzhen Shangrong Medical, and ZhenDe Medical. These companies are focusing on product differentiation and specialized markets to maintain competitiveness [15][16]. Development Trends - Quality Upgrade: There is a growing emphasis on product quality and functionality, with advancements in technology leading to the incorporation of features like antibacterial and antiviral materials [20]. - Personalization and Functionality: The industry is moving towards personalized products to meet the diverse needs of healthcare professionals [21]. - Smart and Technological Integration: The future of the industry includes the adoption of smart technologies for enhanced functionality and safety [22][23]. - Internationalization and Standardization: The industry aims to participate in international markets and promote product and industry standardization to enhance quality and reduce trade barriers [24].

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Aomei Medical, indicating a low PE ratio compared to the industry average [1][3] - As of May 20, Aomei Medical's stock closed at 8.84 yuan, with a rolling PE ratio of 15.49, which is the lowest in 30 days, and a total market value of 5.598 billion yuan [1] - The medical device industry has an average PE ratio of 49.51, with Aomei Medical ranking 37th among its peers [1][3] Group 2 - Aomei Medical specializes in the research, production, and sales of medical consumables, disposable medical devices, infection protection products, and home care products [2] - The company has received multiple accolades, including being listed among the top 100 private manufacturing enterprises in Hubei and recognized for its intelligent manufacturing projects [2] - In the first quarter of 2025, Aomei Medical reported a revenue of 759 million yuan, a year-on-year increase of 1.64%, while net profit was 86.5 million yuan, reflecting a year-on-year decrease of 7.86% [3]

证券代码：002950 证券简称：奥美医疗 公告编号：2025-029 奥美医疗用品股份有限公司 关于举办2024年度业绩说明会的公告 会议召开时间：2025 年 5 月 23 日（星期五）15:00-17:00 会议召开方式：网络互动方式 会议召开地点：价值在线（www.ir-online.cn） 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 5 月 23 日 前 访 问 网 址 https://eseb.cn/1ooFo00aaYw 或使用微信扫描下方小程序码进行会前 提问，公司将通过本次业绩说明会，在信息披露允许范围内就投资者普 遍关注的问题进行回答。 一、说明会召开的时间、地点和方式 会议召开时间：2025 年 5 月 23 日（星期五）15:00-17:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 二、参加人员 | 董事长、总裁 | 崔金海 | | --- | --- | | 独立董事 | 谭光军 | | 董事会秘书 | 郑晓程 | | 副总裁、财务总监 | 黄铁柱 | 如遇特殊情况，参会人员可能进行调整。 三、投资者参加方式 投资者可 ...