报告期内，公司三大主业同步向好，国际业务占比持续提升。第三季度，公司生命信息与支持产线三季 度收入29.52亿元，同比增长2.60%，微创外科业务收入同比增长超25%，国际收入占比升至70%；医学 影像产线收入16.89亿元，国际业务收入同比高个位数增长，前三季度国际收入占该产线比重达61%， 超高端超声前三季度收入翻倍；体外诊断产线第三季度收入36.34亿元，国际业务收入双位数增长，前 三季度国际收入占该产线比重达37%。其中，全实验室自动化流水线国内装机180套（接近去年全 年），国际销售超20套（提前完成全年任务），化学发光等重点业务市占率稳步提升。 国际化布局持续深化的同时，公司海外本地化能力也不断增强。迈瑞医疗自2000年开启国际化战略，目 前已在全球除美国外的14个国家布局生产基地（含FDA认证工厂），通过高端客户突破与均衡区域分 布，实现海外业务高基数增长。公司表示，未来将进一步完善全球供应链与服务保障体系，强化国际市 场韧性。 本报讯 （记者刘晓一）10月29日晚间，深圳迈瑞生物医疗电子股份有限公司（以下简称"迈瑞医疗"） 发布2025年三季报。数据显示，第三季度，公司实现营收90.91亿元， ...

October 29, 2025 02:12 PM GMT Mindray Bio-Medical | Asia Pacific M Update 3Q Slightly Below; 4Q Growth Expected to Accelerate Off Low Base Reaction to earnings Unchanged Modest shortfall Modest revision lower Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS By segment: Margin analysis: 3Q GPM was +0.7ppt y/y to 61.3%, partly due to accounting change. Selling, G&A and R&D ratios were +6.2ppt, +0.7ppt and flat y/y in 3Q, respectively. OPM was -6.7ppt y/y to 35.1 ...

mindray迈瑞 300760.S7 图黄龍 迈瑞奧港 2025年三季度报告 生 命 科 技 如 此 亲 近 业绩表现 营收增速同比转正 如期迎来拐点 2025 年第三季度 单位：亿元 营业收入 归母净利润 经营性现金流 90.9亿元 25.0亿元 33.5 亿元 - 同比增长 同比增长 同比下降 18.7% 30.0% 1 .5% 经公司初步测算，第四季度营业收入同比增长相较 第三季度将有所提速。 共享发展成果 持续回报股东 自 2018 年 A 股上市以来，公司已连续 7 年实施分红 。 截至 2025 年 9 月 30 日，累计分红总额约 3 57 亿元（包含回购股 份 20 亿元 )，6 倍于 IPO 募资额 59 亿元。 公司实施2025年第一次中期分红 2025.05 派发现金股利 17.1 亿元（含税） 公司实施2025年第二次中期分红 2025.09 拟派发现金股利 15.9亿元（含税） 公司计划2025年第三次中期分红 2025.10 派发现金股利 16.4 亿元 ( 含税 ) 单位: 百分比 65.2 65.1 60.7 56.8 2025三次中期 分红比例 65.2% 2022 三次中 ...

深圳迈瑞生物医疗电子股份有限公司 投资者关系活动记录表 证券代码：300760 证券简称：迈瑞医疗 编号：2025-007 深圳迈瑞生物医疗电子股份有限公司 投资者关系活动记录表 | | □特定对象调研 ☑分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 ☑业绩说明会 | | | □新闻发布会 □路演活动 | | 活动类别 | □现场参观 | | | □其他 | | 参与单位名 | | | 称及人员姓 | 200 余家机构 400 余名参与人员，详见附件清单。 | | 名 | | | 时间 | 2025 年 10 月 30 日 | | 地点 | 深圳市南山区高新技术产业园区科技南十二路迈瑞大厦 | | | 董事长 李西廷 | | | 高级副总经理 李在文 | | 上市公司接 | 高级副总经理 李新胜 | | 待人员姓名 | 董事会秘书 李文楣 | | | 投资者关系团队 钱宇浩、杨惠茹 | | | 10 月 30 日公司公布了 2025 年三季报，其经营要点汇报和互动提问如 | | | 下： | | | 1、经营要点汇报 | | 投资者关系 | 年三季度业绩情况： （1）2025 | ...

风险提示 并购整合不及预期风险；汇率波动风险；研发进展不及预期风险；市场竞争加剧风险；集采降价超预期 风险等。 三大业务线逐步恢复，核心业务市占率稳步提升。分产线来看，生命信息与支持产线第三季度实现收入 29.52 亿元，同比+2.60%，其中微创外科业务增长超过25%。医学影像产线第三季度实现收入16.89 亿 元，同比基本持平，重点产品超高端超声前三季度收入实现翻倍增长。体外诊断产线第三季度实现收入 36.34 亿元，同比-2.81%，虽然国内体外诊断行业规模出现明显萎缩，但公司化学发光、生化、凝血等 重点业务市占率仍在稳步提升，前三季度国内流水线装机180 套，装机量已接近去年全年水平，国际流 水线销售超过20 套。 维持高研发投入，创新产品持续迭代。前三季度公司研发投入26.86 亿元，占营业收入比重10.40%。第 三季度公司在体外诊断领域推出高敏心肌肌钙蛋白T 测定试剂盒、D-二聚体测定试剂盒、游离睾酮测定 试剂盒等化学发光免疫分析试剂3 项；在生命信息与支持领域，公司推出了瑞智围术期决策辅助系统、 瑞智设备管理信息系统、4K 三维全域荧光智能影像平台、SV50 呼吸机、手动腔镜直线型切割吻合器和 ...

Core Insights - The company reported a revenue of 9.091 billion yuan for Q3 2025, marking a year-on-year increase of 1.53% and a quarter-on-quarter growth of 6.88%, indicating a turning point in performance [1] - The company's contract liabilities reached 2.263 billion yuan, reflecting a year-on-year growth of 31.45%, which supports future revenue recognition [1] - International business growth accelerated, with a year-on-year increase of 11.93% in Q3, particularly strong in the European market, which saw over 20% growth [1][3] Revenue Breakdown by Business Line - The Life Information and Support segment achieved a revenue of 2.952 billion yuan in Q3, with a year-on-year growth of 2.60%, and the minimally invasive surgery business grew over 25% [2] - The Medical Imaging segment reported a revenue of 1.689 billion yuan, remaining stable year-on-year, while international revenues in this segment grew at a high single-digit rate [2] - The In Vitro Diagnostics segment generated 3.634 billion yuan in revenue, with international sales experiencing double-digit growth [2] International Market Strategy - The company has been expanding its international presence since 2000, focusing on both developed and developing markets through acquisitions and local operations [3] - The company aims to enhance its global supply chain and local production capabilities to support long-term growth in international markets [3] R&D Investment and Innovation - The company consistently invests around 10% of its revenue in R&D, with a total R&D expenditure of 2.68 billion yuan in the first three quarters of 2025 [3] - Recent product innovations include the launch of high-sensitivity cardiac troponin T assay kits and advancements in smart medical solutions [3] - The company is focusing on building a smart ecosystem to provide customized digital solutions for global healthcare institutions [3]

智通财经APP讯，迈瑞医疗(300760.SZ)发布2025年三季度报告，该公司前三季度营业收入为258.34亿 元，同比减少12.38%。归属于上市公司股东的净利润为75.7亿元，同比减少28.83%。归属于上市公司股 东的扣除非经常性损益的净利润为74.63亿元，同比减少28.50%。基本每股收益为6.2481元。 ...

Group 1: Guizhou Moutai - Guizhou Moutai reported a net profit of 646.27 billion yuan for the first three quarters of 2025, an increase of 6.25% year-on-year [1][2] - The company's revenue for the first three quarters reached 1,284.54 billion yuan, reflecting a growth of 6.36% compared to the previous year [1][2] Group 2: Midea Group - Midea Group achieved a net profit of 378.83 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 19.51% [3][4] - The company's revenue for the same period was 3,630.57 billion yuan, up 13.82% year-on-year [3][4] Group 3: Mindray Medical - Mindray Medical reported a net profit of 75.7 billion yuan for the first three quarters of 2025, a decline of 28.83% year-on-year [5][6] - The company's revenue for the first three quarters was 258.34 billion yuan, down 12.38% compared to the previous year [5][6] Group 4: SanHuan Group - SanHuan Group's net profit for the first three quarters of 2025 was 19.59 billion yuan, reflecting a growth of 22.16% year-on-year [7][8] - The company's revenue for the same period reached 65.08 billion yuan, an increase of 20.96% year-on-year [7][8] Group 5: Longyuan Power - Longyuan Power reported a net profit of 43.93 billion yuan for the first three quarters of 2025, a decrease of 21.02% year-on-year [9][10] - The company's revenue for the same period was 222.21 billion yuan, down 17.29% compared to the previous year [9][10] Group 6: China Nuclear Power - China Nuclear Power's net profit for the first three quarters of 2025 was 80.02 billion yuan, a decline of 10.42% year-on-year [12][13] - The company's revenue for the same period reached 616.35 billion yuan, an increase of 8.16% year-on-year [12][13] Group 7: Fenjie Media - Fenjie Media reported a net profit of 42.40 billion yuan for the first three quarters of 2025, an increase of 6.87% year-on-year [14][15] - The company's revenue for the same period was 96.07 billion yuan, reflecting a growth of 3.73% year-on-year [14][15] Group 8: Tianfu Communication - Tianfu Communication achieved a net profit of 14.65 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 50.07% [17][18] - The company's revenue for the same period was 39.18 billion yuan, up 63.63% year-on-year [17][18] Group 9: Lingyi Technology - Lingyi Technology reported a net profit of 19.41 billion yuan for the first three quarters of 2025, reflecting a growth of 37.66% year-on-year [19][20] - The company's revenue for the same period reached 375.90 billion yuan, an increase of 19.25% year-on-year [19][20] Group 10: Rongsheng Petrochemical - Rongsheng Petrochemical's net profit for the first three quarters of 2025 was 8.88 billion yuan, a growth of 1.34% year-on-year [21] - The company's revenue for the same period was 2,278.15 billion yuan, down 7.09% compared to the previous year [21] Group 11: ShenNan Circuit - ShenNan Circuit reported a net profit of 23.26 billion yuan for the first three quarters of 2025, an increase of 56.30% year-on-year [22] - The company's revenue for the same period was 167.54 billion yuan, reflecting a growth of 28.39% year-on-year [22] Group 12: Jiangbolong - Jiangbolong achieved a net profit of 7.13 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 27.95% [23] - The company's revenue for the same period reached 167.34 billion yuan, up 26.12% year-on-year [23] Group 13: New Yisheng - New Yisheng reported a net profit of 63.27 billion yuan for the first three quarters of 2025, reflecting a growth of 284.37% year-on-year [24] - The company's revenue for the same period was 165.05 billion yuan, an increase of 221.70% year-on-year [24] Group 14: China Merchants Bank - China Merchants Bank achieved a net profit of 1,137.72 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 0.52% [25] - The company's revenue for the same period was 2,514.2 billion yuan, down 0.51% compared to the previous year [25] Group 15: Zhongwei Company - Zhongwei Company reported a net profit of 12.11 billion yuan for the first three quarters of 2025, a growth of approximately 32.66% year-on-year [26] - The company's revenue for the same period reached 80.63 billion yuan, an increase of approximately 46.40% year-on-year [26] Group 16: Microchip Biotech - Microchip Biotech's non-public offering was approved, aiming to raise up to 9.5 billion yuan for innovative drug research and development [27] Group 17: Longyuan Power's Fundraising - Longyuan Power plans to raise up to 50 billion yuan through a private placement to invest in renewable energy projects [28] Group 18: North University Pharmaceutical - North University Pharmaceutical's chairman was detained for investigation, but the company's operations remain normal [29] Group 19: Deyang Shares - Deyang Shares reported a net profit of 23.47 billion yuan for the first three quarters of 2025, a growth of 4.79% year-on-year [30] Group 20: Xiechuang Data - Xiechuang Data achieved a net profit of 6.98 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 25.30% [31] Group 21: Zhifei Biological - Zhifei Biological reported a net loss of 12.06 billion yuan for the first three quarters of 2025, primarily due to lower sales and increased provisions [32] Group 22: Softcom Power - Softcom Power achieved a net profit of 9.89 billion yuan for the first three quarters of 2025, reflecting a growth of 30.21% year-on-year [33] Group 23: Magmi Technology - Magmi Technology reported a net profit of 2.13 billion yuan for the first three quarters of 2025, a decline of 48.29% year-on-year [34] Group 24: Huali Group - Huali Group's net profit for the first three quarters of 2025 was 24.35 billion yuan, a decrease of 14.34% year-on-year [35]

心血管病死亡占我国城乡居民总死亡原因的首位，且随着国内人口老龄化的加剧，心血管疾病负担在持续加重， 已成为重大的公共卫生问题，同时也带来心血管疾病治疗领域的庞大市场。 在心血管介入领域，开立医疗正在大力布局血管内超声（IVUS）。相较于传统的血管造影指导，血管内超声通过 血管腔内横截面成像，能够对血管和病变进行精确定性和定量评估，为冠心病的精准介入治疗提供依据。 在医院中，微创外科、心血管介入科属于核心科室，其相关医疗器械，进口品牌占据优势。既往血管内超声市场 也仅有外资品牌，2022年起，陆续有国产品牌进入市场，逐渐打破国外医疗器械在该细分领域的垄断局面。 2025.10. 29 本文字数：1507，阅读时长大约43分钟 作者 | 第一财经 林志吟 封图｜ AI生成 随着中国人口老龄化，心血管疾病、神经退行性疾病等疾病发病率在攀升，进而催生医疗器械行业刚性需求，如 何满足这类疾病的筛查、治疗需求，成为医疗器械厂家近年来在布局的重点之一。 以超声影像设备起家的开立医疗，近年来在超声、消化与呼吸内镜业务基础上，进一步布局微创外科、心血管介 入这些高附加值医疗器械领域。 阿尔兹海默病是中国面临的最严峻的公共健康挑 ...

截至发稿，迈瑞医疗市值为2702亿元。 每经头条（nbdtoutiao）——A股突破4000点！十年沉寂终迎爆发，科技主线重塑市场，"慢牛"新格局开 启！ 2024年1至12月份，迈瑞医疗的营业收入构成为：医疗器械行业占比99.72%，其他业务占比0.28%。 （记者 王晓波） 每经AI快讯，迈瑞医疗（SZ 300760，收盘价：222.83元）10月29日晚间发布公告称，公司第八届第十 五次董事会会议于2025年10月28日在公司会议室以现场加通讯表决相结合的方式召开。会议审议了《关 于2025年第三次中期利润分配方案的议案》等文件。 ...