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迪瑞医疗:纾压蓄力,国际市场继续夯实发展根基
Xin Lang Cai Jing· 2026-02-05 12:36
近日,迪瑞医疗发布2025年度业绩预告。从公告披露内容看,受市场竞争加剧、资产减值等因素影响, 公司2025年经营面临阶段性挑战,国内市场业务发展在短期内出现一定波动。公司正多措并举,积极推 动国内市场业务企稳向好。 值得注意的是,迪瑞医疗预计2025年现金流不仅回正,较去年同期有较大幅度提升。据迪瑞医疗2024年 年度报告及2025年半年度报告显示,公司经营活动产生的现金流量净额分别为-2.95亿元及-8.43万元。 可以看出迪瑞医疗2025年在改善经营现金流方面采取多项举措,应收账款回笼、综合费用控制以及资产 处置方面取得较好进展,不仅有助于公司降低坏账风险,同时补充流动资金,持续优化财务结构。 虽然迪瑞医疗当前业绩面临较大挑战,但出海仍是公司出色的亮点。2025年半年度报告显示,海外营收 达2.24亿元,同比增长24.02%。其中,印度、菲律宾、土耳其等国家同比实现了增长,部分封闭机型正 在进入境外高端医院。 公开资料显示,迪瑞医疗近年来不断加大国际市场投入,国际业务发展稳健并进入收获期,有力推动公 司向外向型体外诊断企业转型。目前,国际业务进入到收获期,在聚焦基础医疗基础上实现了海外高端 用户突破,今 ...
迪瑞医疗(300396) - 关于收到中国证券监督管理委员会吉林监管局行政监管措施决定书的公告
2026-02-05 11:46
证券代码:300396 证券简称:迪瑞医疗 公告编号:2026-005 经查,迪瑞医疗科技股份有限公司(以下简称公司)存在以下问题: 1、公司涉外销售订单收入确认不审慎。公司 2023 年存在部分涉外销售订单 确认收入后,对应商品未实际报关并办理退货情形。上述行为,不符合《企业会 计准则第 14 号——收入(2017)》第五条相关规定,导致公司 2023 年多记营业收 入 369.30 万元,多记营业利润 71.60 万元,违反了《上市公司信息披露管理办 法》(证监会令第 182 号,以下简称《信息披露管理办法》)第三条第一款相关规 定。 2、公司涉外销售内部控制不完善,部分涉外销售订单相关资料保存不完整。 上述情况不符合《企业内部控制基本规范》第十四条、《企业内部控制应用指引 第 9 号——销售业务》第三条、第八条、第十二条有关规定。 迪瑞医疗科技股份有限公司 关于收到中国证券监督管理委员会吉林监管局 行政监管措施决定书的公告 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。 迪瑞医疗科技股份有限公司(以下简称"公司")于 2026 年 2 月 5 日收到中 ...
迪瑞医疗:具体信息请以公司披露的信息为准
Zheng Quan Ri Bao· 2026-02-04 13:39
(文章来源:证券日报) 证券日报网讯 2月4日,迪瑞医疗在互动平台回答投资者提问时表示,具体信息请以公司披露的信息为 准。 ...
迪瑞医疗:截至2026年1月31日股东户数为15812户
Zheng Quan Ri Bao· 2026-02-04 13:39
(文章来源:证券日报) 证券日报网讯 2月4日,迪瑞医疗在互动平台回答投资者提问时表示,截至2026年1月31日,公司股东户 数为15812户。 ...
上市11年来首次年度亏损,迪瑞医疗股价连跌两年
Shen Zhen Shang Bao· 2026-02-03 12:42
Core Viewpoint - Recently, Di Rui Medical (300396), part of the China Resources Group's IVD platform, announced a forecast for a net profit loss of between 180 million to 350 million yuan for the fiscal year 2025, marking the first annual loss since its listing 11 years ago [1] Group 1: Financial Performance - The company reported a profit of 15.68 million yuan in Q1 of the previous year, but shifted to a loss of 43.99 million yuan in Q2 and further expanded the loss to 58.94 million yuan in Q3, indicating a continuous deterioration in performance [1] - The expected losses are attributed to intensified market competition, asset impairment, and several operational challenges, particularly in the domestic market [1] - The company experienced a decline in revenue due to underperformance in instrument product reagent output, adjustments in product pricing affecting gross margins, increased marketing expenditures, and higher impairment losses compared to the previous year [1] Group 2: Strategic Adjustments - In response to the challenges, the company is actively adjusting its operational strategies with the support of its controlling shareholder, including management restructuring and marketing strategy adjustments to better align with market changes [2] - The company has significantly improved its cash flow through efforts in receivables collection, expense control, and asset disposals, ensuring sustainable development [2] Group 3: Stock Performance - Di Rui Medical's stock has faced a continuous decline, dropping 44% in 2024 and an additional 20% in 2025, currently valued at only 40% of its historical high in 2023 [2] Group 4: Management Changes - The company underwent a significant board overhaul in August of the previous year, with new appointments indicating a complete takeover by the China Resources Group, as the new chairman, general manager, and deputy general manager all come from the China Resources Pharmaceutical Group [2][3]
迪瑞医疗:持续发力海外市场 国际业务进入收获期
Zhong Zheng Wang· 2026-01-30 12:29
"当前,公司国际业务进入到收获期,在聚焦基础医疗基础上实现了海外高端用户突破,今年实现开门 红。"安国柱介绍,迪瑞医疗近期在印度中标多台仪器标段,顺利为罗马尼亚雅西知名连锁实验室Praxis Laboratoarele完成LA-60SE实验室整体解决方案的安装与调试工作,相关设备已投入运行。此外,公司 本地化业务在俄罗斯、印尼、泰国、土耳其等地也将全面开始创收。 根据计划,2026年,迪瑞医疗将重点强化国际市场优势地位。公司在业务辐射120多个国家基础上确定 了"2+2+10"国际战略布局,选取10个国家作为进一步深度孵育的市场,有效夯实重点市场,提升综合 竞争力,促进公司国际业务发展。 转自:中国证券报·中证网 中证报中证网讯(记者 宋维东)迪瑞医疗董事会秘书安国柱1月30日在接受中国证券报记者采访时表 示,受市场竞争加剧、资产减值等因素影响,公司2025年经营面临阶段性挑战,国内市场业务发展在短 期内出现一定波动。公司正多措并举,积极推动国内市场业务企稳向好。同时要看到,公司近年来不断 加大国际市场投入,国际业务发展稳健并进入收获期,有力推动公司向外向型体外诊断企业转型。 迪瑞医疗积极布局海外市场超20年 ...
迪瑞医疗:预计2025年亏损1.8亿元-3.5亿元
100 ହ 90 80 70 60 55.0 50 48 0 4 70 45.81 40 3 3868 30 20 18.6 10 3, 2 0 2027-12-37 | 2020-12-37 1 2021-06-30 1 202-06-30 ' 2022-12-37 V +-06-30 1 3-12-37 " 3-06-30 1 2n~ ) 制图数据来自恒生聚源数据库 市净率(LF)历史分位(%) 中证智能财讯迪瑞医疗(300396)1月30日晚间披露2025年度业绩预告,预计2025年归母净利润亏损1.8亿元至3.5亿元,上年同期盈利1.42亿元;扣非净利润 亏损1.85亿元至3.6亿元,上年同期盈利1.34亿元。以最新收盘价计算,市净率(LF)约1.91倍,市销率(TTM)约7.1倍。 以本次披露业绩预告均值计算,公司近年市盈率(TTM)图如下所示: 近年来市盈率变化情况(倍) 120 超 90 60 30 32d09 == 26:85 -- 27x26 23x29 20 47:44 0 -30 2020-12-37 2021-12-37 2021-06-30 ' 022-06-30 3-06-30 2 ...
迪瑞医疗:1月30日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2026-01-30 10:54
Group 1 - The company, Dirui Medical, announced that its sixth board meeting was held on January 30, 2026, via communication methods [1] - The meeting reviewed the proposal regarding the expected daily related transactions for 2026 [1] Group 2 - The article highlights the development of China's autonomous driving sector, particularly its expansion into Abu Dhabi [1]
迪瑞医疗(300396) - 关于2026年度日常关联交易预计的公告
2026-01-30 09:12
一、日常关联交易基本情况 迪瑞医疗科技股份有限公司(以下简称"公司")于 2026 年 1 月 30 日召开 第六届董事会第六次临时会议,审议通过了《关于 2026 年日常关联交易预计的 议案》。根据日常经营需要,公司及子公司与实际控制人中国华润有限公司(以 下简称"中国华润")及其控制企业、宁波瑞源生物科技有限公司(以下简称"宁 波瑞源")、吉林省合众瑞达医学检验所有限公司(以下简称"合众瑞达")在 销售、采购及租赁方面存在日常关联交易。 证券代码:300396 证券简称:迪瑞医疗 公告编号:2026-003 迪瑞医疗科技股份有限公司 关于 2026 年度日常关联交易预计的公告 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。 中国华润有限公司为公司的实际控制人,董事长郭霆、董事倪冰在中国华润 关联单位任职,在审议上述议案时,应当回避表决。此外,截至 2026 年 1 月, 公司董事兼总经理郎涛及职工代表董事刘康从中国华润关联单位离任时间未满 12 个月,上述人员仍需对上述议案进行回避表决。 该事项已经独立董事专门会议审议通过。 根据《深圳证券交易所创业板股票 ...
迪瑞医疗(300396) - 2025 Q4 - 年度业绩预告
2026-01-30 09:12
Financial Performance - The company expects a net profit of approximately -35,000 million CNY for the fiscal year 2025, compared to -18,000 million CNY in the same period last year, indicating a significant decline [5]. - The net profit after deducting non-recurring gains and losses is projected to be around -36,000 million CNY, down from -18,500 million CNY year-over-year [5]. - The decline in performance is attributed to intensified market competition, asset impairment, and adjustments in product pricing, which negatively impacted revenue and profit margins [8]. Cash Flow and Cost Management - The company has improved cash flow significantly, with collections and cost control measures leading to a substantial increase compared to the previous year [9]. - The company is committed to enhancing its product intelligence and market expansion while continuing to strengthen internal controls and cost reduction efforts [10]. International Expansion - The company has been actively expanding its international market presence, maintaining a solid foundation in over 120 countries, and plans to deepen its focus on 10 selected countries as part of its "2+2+10" international strategy [10]. Product Development and Innovation - The company is focusing on technological innovation and product development, with 14 new products, including the CS-1300A automatic biochemical analyzer, launched during the reporting period [10]. Earnings Forecast and Investor Advisory - The company has communicated with its accounting firm regarding the earnings forecast, and there are no significant discrepancies reported [6]. - The financial data presented is preliminary and subject to final confirmation in the official 2025 annual report [11]. - Investors are advised to exercise caution and consider investment risks based on the preliminary earnings forecast [11].