（编辑 姚尧） 证券日报网讯 12月17日，迪瑞医疗在互动平台回答投资者提问时表示，公司将围绕提升上市公司质 量、提高信息披露质量、加强投资者关系管理、合法合规运营等方面开展相关工作，推动提升公司价 值。 ...

证券日报网讯12月15日，迪瑞医疗（300396）在互动平台回答投资者提问时表示，截至12月10日，公司 股东户数为16599户。 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 (万元) | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | 2025-12-03 | 300396 | 迪瑞医疗 | 11.50 | 17.40 | 200.10 华福证券有限责任 | 光大证券股份有限 | | | | | | | 公司烟台锦华街证 | 公司上海徐汇区东 | | | | | | | 劳营业部 | 安路证券营业部 | 12月3日，迪瑞医疗大宗交易成交17.4万股，成交额200.1万元，占当日总成交额的6.62%，成交价11.5 元，较市场收盘价13.49元折价14.75%。 ...

Core Viewpoint - The stock price of Di Rui Medical has experienced a significant decline this year, with a drop of 16.23% year-to-date and a 2.95% decrease over the past 20 days, indicating potential challenges in the company's performance and market perception [2]. Company Overview - Di Rui Medical Technology Co., Ltd. is located in Changchun, Jilin Province, and was established on December 26, 1994. The company was listed on September 10, 2014. Its main business involves the research, production, and sales of medical testing instruments and related test paper reagents [2]. - The revenue composition of Di Rui Medical is as follows: reagents account for 57.13%, instruments for 42.24%, and other sources for 0.63% [2]. - The company operates within the pharmaceutical and biological industry, specifically in the medical device sector focusing on in vitro diagnostics. It is associated with several concept sectors, including small-cap stocks, hepatitis treatment, monkeypox concepts, medical devices, and Sino-Russian trade [2]. Financial Performance - For the period from January to September 2025, Di Rui Medical reported a revenue of 469 million yuan, representing a year-on-year decrease of 60.12%. The net profit attributable to the parent company was -87.25 million yuan, reflecting a significant decline of 145.31% compared to the previous year [2]. - As of September 30, 2025, the company had a total of 16,800 shareholders, a decrease of 6.48% from the previous period. The average number of circulating shares per shareholder increased by 6.92% to 16,159 shares [2]. Shareholder and Dividend Information - Di Rui Medical has distributed a total of 923 million yuan in dividends since its A-share listing, with 340 million yuan distributed over the past three years [3]. - As of September 30, 2025, the top ten circulating shareholders included a new entrant, Dachen Jingheng Mixed A (090019), holding 1.27 million shares, ranking as the ninth largest circulating shareholder [3].

格隆汇11月17日丨迪瑞医疗(300396.SZ)在互动平台表示，公司主营业务是医疗检验仪器及配套试纸试 剂的研发、生产、营销与服务。公司产品用于日常体检及病情辅助诊断，通过对人体尿液、血液等体液 的检验，为预防、治疗疾病提供身体指标参考信息。目前公司产品不出口日本。 ...

Core Points - The company held a successful online performance briefing for Q3 2025, with a high response rate to investor questions [1] - The company is focusing on external expansion strategies and optimizing collaboration with stakeholders to drive growth in high-potential areas [2][3] - The company reported stable growth in its Russian subsidiary, indicating positive future prospects for its business in Russia [2] - The company experienced year-on-year growth in overseas sales, particularly in the Asia-Pacific, Middle East, and India regions [3] - The management team has been adjusted to include individuals with industry operational backgrounds, aiming to enhance business focus and strategic direction [8][14] Business Performance - Domestic business revenue proportion was inquired but not disclosed in the responses [2] - The company acknowledged challenges in the domestic market, including price competition and reduced reagent consumption, impacting revenue [10] - The company is committed to improving communication with institutional investors and addressing their concerns [6][13] Strategic Direction - The company is positioned as the only medical device platform under the China Resources Group, focusing on digitalization and intelligence in the medical industry [21][15] - The management emphasized the importance of integrating internal and external resources to enhance operational efficiency and sustainable development [20][14] - The company is exploring mergers and acquisitions to strengthen its asset base and market position [10][2]

Core Viewpoint - The company, Di Rui Medical (300396.SZ), clarifies that its products do not involve innovative drugs and focuses on the research, production, marketing, and service of medical testing instruments and related test strips and reagents [1] Group 1 - The company's main business is centered around medical testing instruments and supporting test strips and reagents [1] - The products are utilized for routine health check-ups and auxiliary diagnosis of diseases [1] - The testing of bodily fluids such as urine and blood provides reference information for disease prevention and treatment [1]

Core Viewpoint - The company has received a patent for a chemical luminescent immunoassay kit related to Alzheimer's disease, indicating progress in its product development [1]. Group 1 - The company has been asked by investors about the timeline for the market launch of its AD detection products [1]. - The company advises investors to monitor its official website and regular reports for updates on product sales and market launch information [1]. - The company has obtained an invention patent for the chemical luminescent immunoassay kit and its preparation method related to Alzheimer's disease [1].

Core Viewpoint - Dierui Medical, a leading manufacturer of medical testing instruments and reagents in China, is facing challenges in revenue and profitability, with a significant decline in domestic sales while experiencing growth in overseas markets [2][5][6]. Group 1: Company Overview - Dierui Medical was established on December 26, 1994, and listed on the Shenzhen Stock Exchange on September 10, 2014. The company is headquartered in Changchun, Jilin Province [1]. - The main business of Dierui Medical includes the research, production, and sales of medical testing instruments and supporting reagents, categorized under the pharmaceutical and biological industry, specifically in medical devices and in vitro diagnostics [1]. Group 2: Financial Performance - For Q3 2025, Dierui Medical reported revenue of 469 million yuan, ranking 19th among 39 companies in the industry. The industry leader, New Industries, achieved revenue of 3.428 billion yuan, while the industry average was 708 million yuan [2]. - The net profit for the same period was -87.25 million yuan, placing the company 32nd in the industry. The top performer, Ji'an Medical, reported a net profit of 1.588 billion yuan, with the industry average at 110 million yuan [2]. Group 3: Financial Ratios - As of Q3 2025, Dierui Medical's debt-to-asset ratio was 31.92%, slightly up from 31.73% year-on-year, which is higher than the industry average of 18.29% [3]. - The gross profit margin for Q3 2025 was 33.41%, down from 43.41% in the previous year, and below the industry average of 56.20% [3]. Group 4: Management Team - The chairman, Guo Ting, has extensive experience in the industry, having held various senior positions in pharmaceutical companies. The general manager, Lang Tao, also has a strong background in the pharmaceutical sector [4]. Group 5: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 6.48% to 16,800, while the average number of shares held per shareholder increased by 6.92% to 16,200 shares [5]. - The company has seen a decline in domestic sales, with reagent revenue down 22.75% and instrument revenue down 75.97%. However, overseas market revenue increased by 24.02% [5]. Group 6: Market Outlook - The company is adjusting its revenue forecasts for 2025-2026 to 679 million yuan and 720 million yuan, respectively, with a projected net profit of -28 million yuan and 53 million yuan for the same years [5]. - The company is focusing on optimizing its sales structure and expanding its overseas market presence, particularly in Southeast Asia and Belt and Road Initiative countries [6].

Core Insights - The company reported a significant decline in revenue and net profit for Q3 2025, with total revenue at 469 million yuan, down 60.12% year-on-year, and a net loss of 87.25 million yuan, a decrease of 145.31% compared to the same period last year [1][3]. Financial Performance - Total revenue for the company was 469 million yuan, a decrease of 707 million yuan from the same period last year, reflecting a year-on-year decline of 60.12% [1]. - The net profit attributable to shareholders was -87.25 million yuan, down 280 million yuan from the previous year, marking a year-on-year decline of 145.31% [1]. - The net cash inflow from operating activities was -58.21 million yuan, an increase of 241 million yuan compared to the same period last year [1]. Key Financial Ratios - The latest debt-to-asset ratio is 31.92%, a decrease of 2.01 percentage points from the previous quarter, but an increase of 0.19 percentage points compared to the same period last year [3]. - The latest gross profit margin is 33.41%, down 5.45 percentage points from the previous quarter and down 10.00 percentage points year-on-year [3]. - The return on equity (ROE) is -4.60%, a decrease of 13.79 percentage points compared to the same period last year [3]. Earnings Per Share and Turnover Ratios - The diluted earnings per share is -0.32 yuan, a decrease of 1.03 yuan from the same period last year, reflecting a year-on-year decline of 145.31% [3]. - The total asset turnover ratio is 0.16 times, down 0.21 times from the same period last year, representing a year-on-year decline of 56.74% [3]. - The inventory turnover ratio is 0.58 times, down 0.67 times compared to the same period last year, indicating a year-on-year decline of 53.49% [3]. Shareholder Structure - The number of shareholders is 16,800, with the top ten shareholders holding a total of 149 million shares, accounting for 54.81% of the total share capital [3]. - The largest shareholder is Shenzhen Huade Xinrun Equity Investment Enterprise (Limited Partnership) with 28.3 million shares [3].