DIAN DIAGNOSTICS(300244)

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加速产学研深度融合 浙江试水三高联动
Xin Hua Wang· 2025-05-16 03:06
"你想报哪个岗位""有哪些擅长技能""企业什么时候能反馈结果"……你问我答中,正是企业和毕业 生之间的双选"面试"。 在国际创博中心二楼,满是带着简历的2025届、2026届毕业生,排队对自己心仪的企业进行咨询了 解。浙江财经大学东方学院的康江,计划找前端、后端开发等和代码相关的工作。在看到一家做新一代 模块化数据中心整体解决方案的企业时,康江眼前一亮,主动上前留下了简历。 而对企业来说,参加对接活动,不仅是让高校毕业生来应聘,更重要的是让大家了解企业和其对人 才的需求。 在迪安诊断摊位前,来咨询的毕业生络绎不绝。迪安诊断校招项目负责人王路告诉记者,他们这次 不仅带来了应届毕业生的校招需求,还提供财务、IT等职能类实习生需求。 为了让毕业生更了解市场需求,现场还授牌了6家浙江省大学生就业实习基地,杭州未来科技城高 新区正是其中之一。杭州未来科技城党工委委员、人才和金融服务中心主任冯敏敏表示,当下余杭区正 在开展2025年名校优生暑期来余杭实习"朝露计划",助力企业招募优秀人才,同时也让实习生进一步了 解数智化时代大背景下企业的发展和人才的培养及选择。 去年,浙江提出打造高新区2.0版,要突出高新含量,高新区对 ...
DRG/DIP概念下跌3.30%,13股主力资金净流出超千万元
Zheng Quan Shi Bao Wang· 2025-05-15 08:34
DRG/DIP概念资金流出榜 | 代码 | 简称 | 今日涨跌幅(%) | 今日换手率(%) | 主力资金流量(万元) | | --- | --- | --- | --- | --- | | 002065 | 东华软件 | -3.97 | 3.42 | -12604.87 | | 300451 | 创业慧康 | -6.76 | 5.92 | -11102.34 | | 300253 | 卫宁健康 | -4.60 | 3.32 | -7460.04 | | 300244 | 迪安诊断 | -4.40 | 4.16 | -2343.26 | | 300271 | 华宇软件 | -2.92 | 2.59 | -1985.60 | | 600718 | 东软集团 | -2.93 | 1.88 | -1970.61 | | 002368 | 太极股份 | -3.16 | 1.40 | -1877.75 | | 300078 | 思创医惠 | -3.29 | 3.43 | -1761.68 | | 603990 | 麦迪科技 | -2.36 | 3.52 | -1605.46 | | 002777 | 久远银海 | -2 ...
迪安诊断(300244) - 2025年5月13日年度业绩说明会
2025-05-14 08:49
Group 1: Company Strategy and AI Development - The company aims to strengthen its integrated "research-production-sales-inspection" industry chain to enhance overall competitiveness [1] - The digital development strategy has been refreshed to focus on becoming a leader in AI and big data-driven diagnostics, targeting various customer groups [2] - The company is accelerating its layout in the AI field, focusing on building a medical data platform and exploring vertical medical model applications [3] Group 2: Financial Performance and Challenges - The company reported a decrease in accounts receivable from 8.3 billion to 7.3 billion, recovering 1 billion, yet still faced a negative net profit in Q1 [28] - The company is actively managing long-term accounts receivable to improve operational efficiency and asset safety [11] - Despite a challenging financial environment, the company plans to maintain dividends, distributing 2.50 yuan per 10 shares [17] Group 3: Market Expansion and International Strategy - The company is cautiously expanding its overseas presence, particularly in Vietnam, and plans to participate in government-level medical cooperation projects [29] - The company is exploring new markets in Southeast Asia, leveraging its experience from the Vietnam laboratory [57] - The focus is on establishing partnerships with local hospitals to enhance market penetration [20] Group 4: Operational Efficiency and Cost Management - The company is implementing measures to optimize supply chain management and enhance operational efficiency through digitalization [12] - A strategic focus on high-quality development is being adopted, shifting from mere scale growth to profitability and healthy cash flow [11] - The company is committed to reducing costs and improving operational efficiency through standardization and information technology [13]
夯实底部、改善可期,持续看好创新+AI
ZHONGTAI SECURITIES· 2025-05-11 12:39
夯实底部、改善可期,持续看好创新+AI | | | 执业证书编号:S0740519040001 Email:zhujq@zts.com.cn | 基本状况 | | | --- | --- | | 上市公司数 | 498 | | 行业总市值(亿元) | 62,240.01 | | 行业流通市值(亿元) | 55,873.42 | 医药生物 证券研究报告/行业定期报告 2025 年 05 月 11 日 1、《底部拐点可期,创新行情有望 延续》2025-05-08 2、《ASCO 会议标题发布;基金持 仓占比分析》2025-04-28 3、《药械创新享支持,持续看好创 新成长》2025-04-20 | 增持(维持) 评级: | | | 重点公司基本状况 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 简称 | 股价 | | | EPS | | | | | PE | | | 评级 | | 分析师:祝嘉琦 | | | (元) ...
IVD行业一季度承压持续,企业各寻出路
Sou Hu Cai Jing· 2025-05-09 04:17
21世纪经济报道记者 唐唯珂 广州报道 体外诊断(IVD)企业的2025年一季报相继公布。 21世纪经济报道记者梳理60家已公布一季报的IVD企业后发现,其中占比超七成的IVD企业营收同比下滑,超半数企业出现亏损或尚未亏损但利润腰斩。 龙头企业也多是营收和利润双降。今年一季度,迈瑞医疗营收82.37亿元,同比下降12.12%,净利润26.29亿元,同比下降16.81%;迪安诊断营收23.65亿元, 同比下降20.45%,净利润-0.21亿元,同比下降190.66%;润达医疗营收16.62亿元,同比下降19.81%,净利润-0.69亿元,同比下降406.40%。 行业整体呈现营收利润双降趋势,但仍有部分企业通过经营战略调整实现正增长。前述60家IVD企业中,一季度营收实现增长的有16家,在报告期内利润为 正的前提下,其中实现营收和净利润双增长的IVD企业有8家。 | 企业 | 菅收(亿元) | 增长率 | 净利润(亿元) | 福长 | | --- | --- | --- | --- | --- | | 新产业 | 11.25 | 10.12% | 4.38 | 2.6 | | 圣湘生物 | 4.75 | 21. ...
医药生物行业5月月报暨年报/一季报总结:底部拐点可期创新行情有望延续-20250508
ZHONGTAI SECURITIES· 2025-05-08 13:28
底部拐点可期,创新行情有望延续 ——医药生物 5 月月报暨年报/一季报总结 医药生物 证券研究报告/行业专题报告 2025 年 05 月 07 日 | | | 执业证书编号:S0740519040001 Email:zhujq@zts.com.cn | 基本状况 | | | --- | --- | | 上市公司数 | 498 | | 行业总市值(亿元) | 62,472.12 | | 行业流通市值(亿元) | 56,049.40 | 仓占比分析》2025-04-28 新成长》2025-04-20 3、《中国医药进出口分析;关注创 新、内需、国产替代机会》2025-04-12 | 评级: 增持(维持) | | | 重点公司基本状况 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 简称 | 股价 | | | EPS | | | | | PE | | | 评级 | | 分析师:祝嘉琦 | | | (元) | 2023A | ...
迪安诊断(300244) - 关于参加浙江辖区上市公司2025年投资者网上集体接待日活动暨2024年度网上业绩说明会的公告
2025-05-08 07:52
关于参加浙江辖区上市公司 2025 年投资者网上集体接待日活动 暨 2024 年度网上业绩说明会的公告 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。 为进一步加强与投资者的互动交流,迪安诊断技术集团股份有限公司(以下 简称"公司"或"迪安诊断")将参加由浙江证监局指导,浙江上市公司协会主 办,深圳市全景网络有限公司承办的"2025 年浙江辖区上市公司投资者集体接 待日活动暨 2024 年度网上业绩说明会",现将相关事项公告如下: 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 (https://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 5 月 13 日(周二)15:00-17:00。届时,公 司董事长兼总经理陈海斌、财务负责人赵德康、独立董事李天天、董事会秘书陶 钧(具体参会人员以实际出席为准)将在线就公司 2024 年度业绩、公司治理、 发展战略、经营状况、融资计划、股权激励和可持续发展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 ...
迪安诊断(300244):政策扰动+经营优化影响表观业绩 看好AI加速赋能
Xin Lang Cai Jing· 2025-05-07 00:39
Core Viewpoint - The company reported a significant decline in revenue and net profit for Q1 2025, attributed to external policy impacts and operational challenges, while also highlighting ongoing efforts to optimize operations and improve cash flow management [1][2][3] Financial Performance - In Q1 2025, the company achieved revenue of 2.365 billion yuan, a year-on-year decrease of 20.45% [1] - The net profit attributable to shareholders was -21 million yuan, a year-on-year decline of 190.66% [1] - The gross profit margin was 26.39%, an increase of 0.87 percentage points year-on-year, while the net profit margin was 0.18%, a decrease of 2.39 percentage points year-on-year [1] Business Segment Analysis - Diagnostic services revenue was 798 million yuan, down 30.55% year-on-year, primarily due to external policy factors [2] - Revenue from channel agency products was 1.576 billion yuan, a decrease of 15.13% year-on-year, impacted by centralized procurement [2] - Self-owned product revenue was 83 million yuan, an increase of 9.21% year-on-year, driven by the growth of specialty products [2] Cash Flow and Receivables Management - As of the end of Q1 2025, accounts receivable and notes totaled 7.477 billion yuan, a decrease of 999.8 million yuan year-on-year [2] - The net operating cash flow was -169 million yuan, an increase of 98 million yuan year-on-year, indicating improved cash flow management [2] Strategic Initiatives - The company is advancing its "digital + automation + AI" business model, forming strategic partnerships with major players like BGI and Ant Group to enhance capabilities in precision medicine and AI applications [3] - The focus on AI and digital transformation positions the company at the forefront of industry innovation [3] Revenue and Profit Forecast - Revenue projections for 2025-2027 are 12.381 billion, 13.117 billion, and 13.935 billion yuan, with expected year-on-year growth rates of 2%, 6%, and 6% respectively [3] - Forecasted net profit attributable to shareholders for the same period is 429 million, 738 million, and 930 million yuan, with growth rates of 220%, 72%, and 26% respectively [3]
迪安诊断(300244):业绩暂时承压 数智化成果逐步兑现
Xin Lang Cai Jing· 2025-04-30 12:54
事件:近日,公司发布2024 年年度报告:2024 年实现营业收入121.96亿元,同比下降9.04%;归母净利 润-3.57 亿元,同比下降216.20%,主要系资产、信用减值影响;扣非归母净利润-3.80 亿元,同比下降 228.96%。 2024 年底,公司在杭州数据交易所上市两款数据要素产品,表明在数据产品的安全、合规方面通过了 审核和认可。 毛利率短暂调整,费用率保持稳定 2024 年,公司的综合毛利率同比降低3.28pct 至28.01%,主要系诊断服务受行业影响致使毛利率调整。 销售费用率、管理费用率、研发费用率、财务费用率分别为9.98%、7.04%、2.51%、1.62%,同比变动 幅度分别为-0.34pct、-0.02pct、-0.72pct、-0.03pct。综合影响下,公司整体净利率同比降低5.73pct 至-1.39%。 2024 年第四季度的综合毛利率、销售费用率、管理费用率、研发费用率、财务费用率、整体净利率分 别为27.90%、11.61%、10.61%、2.74%、1.57%、-16.06%,分别变动+1.66pct、-4.33pct、 +1.10pct、-0.86pct、- ...
迪安诊断(300244):经营性业绩基本见底 数智赋能改革加速推进
Xin Lang Cai Jing· 2025-04-29 02:50
事件:公司发布2024 年年度报告,2024 年公司实现营业收入121.96 亿元,同比下降9.04%;归母净利 润-3.57 亿元,同比下降216.20%;扣非归母净利润-3.80 亿元,同比下降228.96%。 分季度来看:公司2024 年单四季度实现营业收入29.38 亿元,同比下降5.71%,实现归母净利润-4.88 亿 元,同比下降118.48%,实现扣非归母净利润-5.14 亿元,同比下降174.33%。受医疗反腐、DRG 等负面 政策影响,公司单季度收入同比下降,但较Q3下降幅度收窄,负面逐步出清,利润层面下滑明显,主 要受新冠应收减值以及出于审慎原则对部分子公司商誉进行计提的影响。 运营管理效能不断优化,减值计提等影响当期盈利能力。2024 年公司销售费用率9.98%,同比下降 0.33pp,管理费用率7.04%,同比下降0.02pp,财务费用率1.62%,同比下降0.02pp,研发费用率2.51%, 同比下降0.72pp,公司持续优化资源配置效率,强化精细运营管理,期间费用率稳步下降。2024 年公司 毛利率为28.01%,同比下降3.27pp,主要是医疗反腐、市场竞争加剧等影响,净利率-1 ...