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乐心医疗(300562) - 关于持股5%以上股东减持计划实施完成暨权益变动触及1%的公告
2025-03-12 09:46
乐心医疗 2025 年公告 证券代码:300562 证券简称:乐心医疗 公告编号:2025-009 广东乐心医疗电子股份有限公司 关于持股5%以上股东减持计划实施完成 暨权益变动触及1%的公告 股东潘伟潮先生保证向本公司提供的信息内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 广东乐心医疗电子股份有限公司(以下简称"公司")于近日收到公司控股 股东、实际控制人潘伟潮先生出具的《持股 5%以上股东减持计划实施完成暨权 益变动触及 1%的告知函》,获悉潘伟潮先生减持计划已实施完成并因实施减持 导致权益变动触及 1%。现将具体情况公告如下: 一、减持计划实施完成相关情况 1、本次减持计划实施情况 2、减持计划实施前后股东持股情况 | 股东名称 | 股份性质 | | 本次减持前持有股份 | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- | | | | 股数(万股) | 占总股本比例 | 股数(万股) | 占总股本比例 | | 潘伟潮 | 合计持有股份 其 ...
乐心医疗(300562):战略转型成效凸显,AI+医疗或将重塑估值体系
Great Wall Securities· 2025-02-25 01:14
Investment Rating - The report maintains a rating of "Accumulate" for the company [4]. Core Views - The strategic transformation of the company is showing significant results, with the AI+ healthcare model expected to reshape the valuation system [2][3]. - The company has focused on high-margin medical-grade remote health monitoring devices and services, leading to improved operational efficiency and profitability [2]. - The company is well-positioned to benefit from the expansion of the chronic disease management market and the emerging AI+ healthcare sector [8]. Financial Summary - Revenue projections for 2024-2026 are estimated at 1.013 billion, 1.266 billion, and 1.585 billion yuan, respectively, with year-over-year growth rates of 14.5%, 25.0%, and 25.2% [1][8]. - The net profit attributable to the parent company is expected to reach 64 million, 105 million, and 145 million yuan for the same period, reflecting year-over-year growth rates of 85.5%, 64.6%, and 38.2% [1][8]. - The company's return on equity (ROE) is projected to improve from 5.5% in 2024 to 10.9% in 2026 [1]. Business Segments - The health equipment segment is focusing on new product launches, including blood glucose meters and hearing aids, which are expected to gain market traction [2]. - The RPM (Remote Patient Monitoring) segment has established deep collaborations with leading clients in Europe and the US, creating a closed-loop business model [2]. - The cardiovascular digital chronic disease service segment is integrating remote health monitoring devices with AI software and medical services, with initial validation in various healthcare settings [2]. Market Position and Future Outlook - The company has accumulated a substantial amount of multi-dimensional physiological data from over ten million users, laying a solid foundation for developing a vertical AI model in the cardiovascular field [3]. - The report anticipates that the company will achieve a revenue of 1.013 billion yuan in 2024, with a corresponding net profit of 0.64 billion yuan, indicating a strong growth trajectory [8].
乐心医疗20250219
2025-02-20 05:42
Summary of Leksun Medical Conference Call Company Overview - Leksun Medical focuses on the AI medical field, particularly in remote devices and services, large models, and artificial intelligence [3] - Established in 2000, Leksun has undergone four development phases, transitioning from low-margin wearable devices to high-margin professional medical products [4][5] Core Business Segments - Leksun Medical operates three main business segments: - Home medical products (over 50% of total revenue, gross margin of 25%-30%) - Digital chronic disease management (over 40% of total revenue, gross margin of 45%-50%) - Innovative business (around 10% of total revenue, gross margin of 40%-50%) [6] Financial Performance and Projections - Leksun expects a net profit margin of 10%-15% and revenue growth of 30%-40% by 2025 [8] - The company achieved over 1.8 billion yuan in revenue in 2021, with a projected net profit of 60-64 million yuan for 2024 [13] AI and Technology Integration - Leksun's AI technology enables continuous monitoring and timely alerts, providing 24-hour personal doctor and health coach services [3] - The company invests over 100 million yuan annually in R&D, accounting for over 10% of commercial revenue, focusing on new product development and technological advancement [14] Market Position and Competitive Advantages - Leksun holds over 70% market share in the digital chronic disease management sector in Europe and the US [4][10] - The company has strong manufacturing capabilities with three production bases in Zhongshan, achieving a total capacity of 4 billion yuan [9] - Leksun has established partnerships with notable companies like Huawei and Teladoc, enhancing its market presence [4][9] Future Strategies - Leksun aims to solidify internal operations while expanding external markets, focusing on cost reduction and efficiency improvement [12] - The company plans to release new products, including rings and medical-grade wearable devices, in 2025 [31] Global Market and User Data - Leksun has over 20 million registered users, providing a substantial data pool for health monitoring and product development [18][19] - The company manages a significant number of patients in the US, with a projected growth rate of over 40% in its RPM business from 2023 to 2024 [27][29] Conclusion - Leksun Medical is positioned for robust growth in the AI medical sector, leveraging its technological advancements, strong market presence, and strategic partnerships to enhance its service offerings and financial performance [3][4][12][27]
乐心医疗(300562) - 300562乐心医疗投资者关系管理信息20250213
2025-02-13 13:44
证券代码:300562 证券简称:乐心医疗 广东乐心医疗电子股份有限公司投资者关系活动记录表 编号:2025-001 投资者关系 活动类别 ■ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 参与单位名 称及人员 中邮证券、华夏基金、天弘基金、国泰基金、建信基金、泰信基金、淳 厚基金、前海鸿富、华创证券等参与交流的机构。 时间 2025 年 02 月 13 日(星期四)上午 10:00 地点 公司会议室 上市公司接 待人员姓名 董事长、总经理:潘伟潮先生 董事、副总经理、财务总监、董事会秘书:黄林香女士 证券事务代表:侯娇女士 投资者关系 活动主要内 容介绍 本次特定对象调研活动在公司会议室进行,主要就以下内容进行交 流: 一、公司简介 公司聚焦数字慢病管理领域,依托在智能医疗健康、医疗级可穿戴 等领域产品创新研发、产品品质以及领先的应用技术等方面的独特优 势,将智能健康监测、大数据、AI 人工智能与医疗服务深度融合,持续 夯实公司在智能健康监测领域的坚实基础上,加快推动向数字健康服务 商业化应用延伸,形成了提供数字慢病管理设备及解决方案的业务 ...
乐心医疗:血糖监测产品获美国医疗器械注册证
Zheng Quan Shi Bao Wang· 2025-02-05 08:07
证券时报e公司讯,乐心医疗(300562)2月5日晚间公告,公司近日收到美国FDA的通知,获悉公司申请 的血糖监测产品医疗器械注册事宜已通过审批。 上述血糖监测产品由血糖仪、血糖试纸组成,该产品用于体外自测(体外诊断用途),供糖尿病人家庭 使用(单人使用),通过体外定量检测成人新鲜毛细血管全血中的葡萄糖浓度,监测血糖控制效果。 ...
乐心医疗(300562) - 关于获得医疗器械注册证的公告
2025-02-05 07:50
| 申请公司 | 产品名称 | 申请事项 | 510(k)号 | 分类 | 规格、型号 | 结构 及组成 | 适用范围 | | --- | --- | --- | --- | --- | --- | --- | --- | | | TeleRPM | | | | | | 该产品用于体外自测(体 外诊断用途),供糖尿病 | | 广东乐心 | Gen2 Blood | | | | | | 人家庭使用(单人使用), | | | | | | | | 由 血 糖 | 通过体外定量检测成人 | | 医疗电子 | Glucose | 首次申请 | | 类 | | 仪、血糖 | 新鲜毛细血管全血中的 | | 股份有限 | Monitoring | 注册 | K243060 | II | BGM 2280-A | | | | 公司 | | | | | | 试纸组成 | 葡萄糖浓度,监测血糖控 | | | System | | | | | | 制效果。不适用于新生 | | | 【注】 | | | | | | 儿,不能用于糖尿病的诊 | | | | | | | | | 断或筛查。 | 注:简称为"血糖监测产品" 乐心医疗 2025 ...
乐心医疗(300562) - 2024 Q4 - 年度业绩预告
2025-01-21 08:58
Financial Performance - The estimated net profit attributable to shareholders for 2024 is expected to be RMB 60 million, representing a growth of 74.58% compared to the previous year's profit of RMB 34.37 million[4]. - The net profit after deducting non-recurring gains and losses is projected to be RMB 56 million, reflecting a significant increase of 148.46% from RMB 22.54 million in the same period last year[4]. - The impact of non-recurring gains and losses on the net profit is estimated to be RMB 3.8 million[8]. - The performance forecast indicates a positive outlook for the company's profitability in 2024[6]. Strategic Focus - The company aims to enhance operational efficiency through improved accounts receivable and inventory management, leading to better turnover rates[7]. - The company is focusing on the digital chronic disease management sector and expanding its product matrix to improve competitiveness in home medical devices and services[7]. - The company plans to optimize its customer structure by increasing the proportion of high-quality customers to enhance overall gross profit[7]. - The company is committed to implementing its medium to long-term strategic planning alongside its annual operational plans[7]. Financial Reporting - The financial data presented in the earnings forecast has not been audited by an external accounting firm[5]. - The specific financial data for the 2024 annual performance will be disclosed in the company's annual report[9].
乐心医疗(300562) - 关于控股股东、实际控制人减持股份的预披露公告
2025-01-07 13:02
乐心医疗 2025 年公告 证券代码:300562 证券简称:乐心医疗 公告编号:2025-001 广东乐心医疗电子股份有限公司 关于控股股东、实际控制人减持股份的预披露公告 本公司及董事会全体成员保证信息披露内容的真实、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: 持有本公司股份 72,066,874 股(占公司股份总数的 33.28%;此处"股份总 数"为剔除公司回购专户持股数量的股份总数,下同)的公司控股股东、实际控 制人、董事、高级管理人员潘伟潮先生计划在自本公告披露之日起 15 个交易日 后(2025 年 02 月 06 日)的三个月内通过集中竞价方式、大宗交易方式减持本 公司股份,拟减持总数不超过 5,327,228 股,占公司股份总数的 2.46%。其中, 如通过集中竞价方式减持,在任意连续九十个自然日内,减持股份的总数不得超 过公司股份总数的百分之一,即不超过 2,165,539 股;如通过大宗交易方式减持, 在任意连续九十个自然日内,减持股份的总数不得超过公司股份总数的百分之二, 即不超过 4,331,079 股。 广东乐心医疗电子股份有限公司(以下简称"公司")于近日收到 ...