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奥美医疗:6月12日召开业绩说明会,投资者参与
Sou Hu Cai Jing· 2025-06-13 01:45
Core Viewpoint - The company emphasizes its commitment to long-term shareholder value despite recent stock price declines, highlighting its strong market position and strategic initiatives to enhance market share both domestically and internationally [2][4]. Financial Performance - For the fiscal year 2024, the company reported overseas revenue of 2.76 billion yuan, a year-on-year increase of 23.43%, accounting for 82.87% of total revenue [3]. - Domestic revenue for 2024 was 569.79 million yuan, up 8.86%, representing 17.13% of total revenue [3]. - Cumulative cash dividends from 2018 to 2024 amounted to approximately 1.099 billion yuan, which is 2.29 times the net raised funds [2][4]. Market Strategy - The company has maintained its position as the leading exporter in China's medical dressing industry for 17 consecutive years since 2008 [3]. - The company is focusing on expanding its market share in both established and emerging markets, with a strategic emphasis on e-commerce, OTC markets, and hospital professional markets [3][5]. - Future product development will focus on four categories: surgical and wound care, infection protection, advanced dressings, and hygiene care products [6][7]. Product Development - The company is enhancing its product competitiveness and service levels to meet strong customer demand and expand its market share in overseas markets [3]. - Advanced dressing products launched in 2024 include soft silicone foam dressings, hydrocolloid dressings, transparent dressings, and silicone gel scar patches, aimed at chronic and acute wound care [6]. - The hygiene care product line, including sterilized sanitary pads, is in its early stages but has significant growth potential in the large Chinese market [7].
奥美医疗分析师会议-20250612
Dong Jian Yan Bao· 2025-06-12 15:23
Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View of the Report - The company, as the leader in the overseas medical dressing market, has built a deep moat. It implements a dual - wheel drive strategy at home and abroad, aiming to increase its domestic market share in the future. The company also attaches great importance to shareholder returns [21][23]. 3. Summary According to the Directory 3.1. Research Basic Situation - The research object is Aomei Medical, belonging to the medical device industry. The reception time was on June 12, 2025, and the company's reception staff included the chairman and president Cui Jinhai, and the board secretary Zheng Xiaocheng [16]. 3.2. Detailed Research Institutions - The reception objects were investors who participated online in the "Improving Quality and Efficiency, Strengthening Confidence, Making Progress Steadily and Promoting Development" - 2025 Investor Collective Reception Day Activity for Listed Companies in Hubei Province and the 2024 Annual Performance Briefing [17]. 3.3. Research Institution Proportion No information provided. 3.4. Main Content Data - **Stock Price and Market Recognition**: The secondary - market price is affected by multiple factors. The fundamental way to safeguard the interests of listed - company shareholders is to operate the company well and achieve long - term shareholder value. The company has a deep moat as the overseas medical dressing market leader and is implementing a dual - wheel drive strategy [21][23]. - **Sales Revenue Distribution**: In 2024, the company's overseas operating income was 2.7565 billion yuan, a year - on - year increase of 23.43%, accounting for 82.87% of the operating income. The domestic income was 569.7916 million yuan, a year - on - year increase of 8.86%, accounting for 17.13% of the operating income. The company has been the number one in China's medical dressing export industry for 17 consecutive years since 2008 [22][23]. - **Dividend Policy**: The company meets the regulatory requirements for dividends. The cumulative cash dividends from 2018 - 2024 (including proposed dividends) are about 1.099 billion yuan, reaching 2.29 times the net amount of the company's raised funds. The reduction in cash dividends in the past two years is due to the company's strategic upgrade and future capital expenditure plans [24]. - **New Development Goals**: The company will focus on four types of products: surgical and wound care products to expand overseas market share; infection - prevention products to be promoted in both domestic and foreign markets; advanced dressing products with rich technical reserves and self - designed production lines; and health - care products in the family - care field, which are still in the initial stage [25][26].
奥美医疗(002950) - 002950奥美医疗投资者关系管理信息20250612
2025-06-12 10:48
Group 1: Financial Performance - The company has distributed a total cash dividend of approximately 1.099 billion yuan from 2018 to 2024, which is 2.29 times the net amount of funds raised [3][5] - In 2024, the company achieved overseas revenue of 2.756 billion yuan, a year-on-year increase of 23.43%, accounting for 82.87% of total revenue [3][4] - Domestic revenue reached 569.79 million yuan in 2024, up 8.86% year-on-year, representing 17.13% of total revenue [4] Group 2: Market Strategy - The company has implemented a dual-drive strategy focusing on both domestic and international markets to increase market share [5][6] - The company has maintained its position as the leading exporter in China's medical dressing industry for 17 consecutive years since 2008 [3][7] - Future focus areas include expanding product lines in surgical and wound care, infection prevention, advanced dressings, and hygiene care products [6][7] Group 3: Challenges and Outlook - The company acknowledges that stock price fluctuations are influenced by various factors, emphasizing the importance of long-term value creation for shareholders [5][6] - Recent reductions in cash dividends are attributed to strategic upgrades and planned investments in emerging markets and product development [6] - The company aims to enhance brand influence and market share in the domestic market through e-commerce and professional hospital channels [4][6]
奥美医疗: 2024年年度权益分派实施的公告
Zheng Quan Zhi Xing· 2025-06-11 13:08
Core Viewpoint - The company announces its 2024 annual profit distribution plan, detailing cash dividends and adjustments related to share repurchase and distribution rights [1][2][3] Group 1: Profit Distribution Plan - The company will distribute a cash dividend of 0.600000 RMB for every 10 shares held, based on a total distribution amount of 37,125,473.82 RMB and a participating share capital of 618,757,897 shares [1][4] - The total number of shares after excluding repurchased shares is 618,757,897, while the total share capital including repurchased shares is 633,265,407 [2][4] - The cash dividend per share, after considering the total share capital, is calculated to be 0.0586254 RMB per share [1][4] Group 2: Ex-Dividend Date and Record Date - The record date for the profit distribution is set for June 18, 2025, and the ex-dividend date is June 19, 2025 [2][3] Group 3: Taxation and Dividend Distribution - The company will not withhold individual income tax for certain shareholders, with tax rates varying based on the holding period of the shares [2][3] - For Hong Kong investors holding fund shares, a 10% tax will be applied, while mainland investors will face differentiated tax rates [2][3] Group 4: Adjustments to Share Prices - Following the profit distribution, the reference price for shares will be adjusted based on the cash dividend amount [5][6] - The minimum selling price for certain shareholders will be adjusted to not less than 5.61 RMB after the distribution [5][6]
奥美医疗(002950) - 2024年年度权益分派实施的公告
2025-06-11 13:00
证券代码:002950 证券简称:奥美医疗 公告编号:2025-036 奥美医疗用品股份有限公司 2024年年度权益分派实施的公告 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")截至公告日通过公司回购专用证券账户 持有公司股份 14,507,510 股,该部分股份不享有利润分配权利,本次权益分派实施后,按公 司总股本折算每股现金分红比例及除权除息参考价如下: 公司本次实际现金分红的分配比例=股东大会审议通过的分派总金额÷实际参与分配的股 本×10,即 37,125,473.82 元÷618,757,897 股×10=0.600000 元/每 10 股(上述计算保留到 小数点后六位,最后一位直接截取,不四舍五入);本次实际现金分红总金额=实际现金分红的 分配比例×实际参与分配的股本÷10=0.600000×618,757,897÷10=37,125,473.82 元;按公 司总股本折算每 10 股现金分红=本次实际现金分红总金额/总股本(含回购股份)× 10=37,125,473.82 元÷633,265 ...
奥美医疗收盘上涨1.48%,滚动市盈率15.58倍,总市值56.30亿元
Sou Hu Cai Jing· 2025-06-09 09:13
Group 1 - The core viewpoint of the news highlights the current stock performance and valuation metrics of Aomei Medical, indicating a low PE ratio compared to the industry average [1] - As of June 9, Aomei Medical's stock closed at 8.89 yuan, with a PE ratio of 15.58, marking a new low in 43 days, and a total market capitalization of 5.63 billion yuan [1] - The medical device industry has an average PE ratio of 50.64, 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 latest quarterly report for Q1 2025, Aomei Medical reported a revenue of 759 million yuan, a year-on-year increase of 1.64%, and a net profit of 86.5 million yuan, reflecting a year-on-year decrease of 7.86% [3]
每周股票复盘:奥美医疗(002950)回购股份并召开年度股东大会
Sou Hu Cai Jing· 2025-06-07 06:25
截至2025年6月6日收盘,奥美医疗(002950)报收于8.76元,较上周的8.69元上涨0.81%。本周,奥美 医疗6月4日盘中最高价报8.89元。6月3日盘中最低价报8.62元。奥美医疗当前最新总市值55.47亿元,在 医疗器械板块市值排名55/126,在两市A股市值排名2682/5148。 本周关注点 公司公告汇总 奥美医疗用品股份有限公司董事会审议通过了以集中竞价交易方式回购公司股份的议案,回购价格不超 过人民币11.00元/股,回购资金总额不低于人民币5000万元且不超过人民币10000万元,回购期限为自董 事会审议通过之日起12个月内。截至2025年5月31日,公司累计回购股份1987400股,占公司总股本比例 为0.3138%,最高成交价为9.26元/股,最低成交价为8.33元/股,支付总金额为18001207.00元。公司将继 续根据市场情况实施回购计划,并履行信息披露义务。 2024年年度股东大会决议公告 奥美医疗用品股份有限公司2024年年度股东大会于2025年6月4日召开,会议审议通过了包括2024年年度 报告、内部控制自我评价报告、2024年度利润分配预案、2025年商品期货交易方案 ...
奥美医疗(002950) - 关于参加湖北辖区上市公司2025年投资者网上集体接待日活动的公告
2025-06-06 07:45
奥美医疗用品股份有限公司 关于参加湖北辖区上市公司 2025 年投资者 证券代码:002950 证券简称:奥美医疗 公告编号:2025-035 奥美医疗用品股份有限公司 董事会 2025 年 6 月 7 日 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站 (http://rs.p5w.net),或关注微信公众号:全景财经,或下载全景路演 APP,参 与本次互动交流,活动时间为 2025 年 6 月 12 日(周四)14:00-16:40,其中投 资者网上互动交流时间为 15:40-16:40。届时公司高管将在线就公司 2024 年度 业绩、公司治理、发展战略、经营状况、股份回购等投资者关心的问题,与投 资者进行沟通与交流,欢迎广大投资者踊跃参与! 特此公告。 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。 为进一步加强与投资者的互动交流,奥美医疗用品股份有限公司(以下简 称"公司")将参加由湖北证监局、湖北省上市公司协会与深圳市全景网络有限 公司联合举办的"2025 年湖北辖区上市公司投资者集体接待日活动",现将相 关事项公告如下: 网上集体接 ...
奥美医疗: 2024年年度股东大会决议公告
Zheng Quan Zhi Xing· 2025-06-04 12:04
证券代码:002950 证券简称:奥美医疗 公告编号:2025-034 奥美医疗用品股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 特别提示 一、会议召开和出席情况 (1)现场会议时间:2025 年 6 月 4 日(星期三)14:30 (2)网络投票时间:2025 年 6 月 4 日(星期三) ①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 ②通过深圳证券交易所五联网投票系统投票的具体时间为:2025 年 6 月 4 日上午 9:15 至下午 15:00 期间的任意时间。 会规则》《深圳证券交易所股票上市规则》等有关法律、行政法规、部门规章、 规范性文件和《奥美医疗用品股份有限公司章程》的有关规定。 二、会议出席情况 (一)股东出席的总体情况 参加本次股东大会现场会议和网络投票表决的股东及股东代理人共 232 人, 代表有表决权的公司股份数合计为 420,680,344 股,占公司有表决权股份总数 权的公司股份数合计为 334,993,030 股,占公司有表决权股份总数 618,757,897 股的 54.1396%;通过网络 ...
奥美医疗: 北京德恒(南京)律师事务所关于奥美医疗用品股份有限公司2024年年度股东大会的法律意见书
Zheng Quan Zhi Xing· 2025-06-04 12:04
Core Viewpoint - The legal opinion provided by Beijing Deheng (Nanjing) Law Firm confirms the legality and validity of the procedures, participants, and voting results of the 2024 Annual General Meeting of Aomei Medical Supplies Co., Ltd. [1][10] Group 1: Meeting Procedures - The third meeting of the board of directors approved the proposal to convene the annual general meeting on April 24, 2025 [2] - The meeting was postponed to June 4, 2025, while the record date for shareholding remained unchanged on May 26, 2025 [3][4] - The meeting was conducted with a combination of on-site voting and online voting, adhering to the previously disclosed arrangements [4] Group 2: Participant Qualifications - A total of 232 shareholders or their proxies attended the meeting, representing 13,622,310 shares, which is 2.2016% of the total voting shares [5] - Among them, 225 shareholders participated through online voting, representing 85,687,314 shares, which is 13.8483% of the total voting shares [5] Group 3: Voting Procedures and Results - The meeting utilized both on-site and online voting methods, with all proposed resolutions being voted on without any postponement [6] - The voting results showed that the resolutions were overwhelmingly approved, with the highest approval rate being 99.8124% for one of the proposals [6][7][8][9] - The legal opinion concludes that the voting procedures and results comply with relevant laws and regulations [10]