北京瑞迈特医疗科技股份有限公司 2025 年半年度报告全文 证券代码：301367 证券简称：瑞迈特 公告编号：2025-050 北京瑞迈特医疗科技股份有限公司 2025 年半年度报告 2025 年 8 月 1 北京瑞迈特医疗科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人庄志、主管会计工作负责人暴楠及会计机构负责人(会计主管 人员)曹丽娟声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中涉及的未来计划等前瞻性陈述，不构成公司对投资者的实质承诺， 投资者及相关人士均应对此保持足够的风险认识，并且应当理解计划、预测 与承诺之间的差异。 公司在本报告"第三节 管理层讨论与分析"之"十、公司面临的风险和 应对措施"部分，详细阐述了未来公司经营中可能发生的风险及应对措施， 敬请投资者予以关注。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | | | | ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Ruimait Medical Technology Co., Ltd., particularly in the respiratory health medical device sector [1][2] - As of August 22, the company's stock closed at 96.48 yuan, down 2.89%, with a rolling PE ratio of 48.73 times and a total market capitalization of 8.645 billion yuan [1] - The average PE ratio for the medical device industry is 56.95 times, with a median of 40.49 times, placing Ruimait at the 86th position in the industry ranking [1][2] Group 2 - For the first quarter of 2025, the company reported revenue of 265 million yuan, representing a year-on-year increase of 38.11%, and a net profit of 71.93 million yuan, up 44.11% year-on-year, with a gross profit margin of 49.57% [2] - The company holds a total of 633 domestic patents, including 107 invention patents, 390 utility model patents, and 136 design patents, as well as 202 international patents [1] - The main products of the company include various types of sleep respiratory machines and monitoring devices, indicating a strong focus on innovation and product development in the respiratory health field [1]

8月20日，沪深两融数据显示，瑞迈特获融资买入额0.11亿元，居两市第2893位，当日融资偿还额0.09亿 元，净买入260.08万元。 最近三个交易日，15日-20日，瑞迈特分别获融资买入0.07亿元、0.19亿元、0.11亿元。 融券方面，当日融券卖出0.00万股，净买入0.04万股。 本文源自：金融界 作者：智投君 ...

Summary of the Conference Call for 瑞迈特 Company Overview - 瑞迈特 has significantly increased its market share in the US due to the recall of Philips products in 2022, but is expected to experience a decline in revenue and profit in 2023-2024 due to inventory destocking overseas. Growth is anticipated to resume starting Q4 2024, with improvements in gross and net margins indicating future growth potential [2][3][5]. Revenue Structure and Market Characteristics - The company's revenue primarily comes from home respiratory devices and consumables, with home respiratory devices accounting for a major portion. The US market represents nearly 30% of total revenue, while overseas markets account for about 50%. The introduction of a new noise-free respiratory device is expected to enhance market share and accelerate growth in overseas markets [2][4][5]. - In 2025, the implementation of a national subsidy policy for home medical devices in China, providing a 30% subsidy for home respiratory devices, is expected to drive domestic market growth. The domestic market share for 瑞迈特 is currently 30%, and transitioning from distributor to direct sales in e-commerce channels is anticipated to boost revenue and margins [4][15]. Industry Dynamics and Competitive Landscape - The core technology in the respiratory device industry includes key components like fans, which affect noise and performance. 瑞迈特 currently has no patent disputes with Resmed, and the competitive landscape has shifted following Philips' exit from the US market, leaving Resmed as the dominant player and 瑞迈特 in second place [2][6]. - The demand for home respiratory devices is primarily driven by patients with Chronic Obstructive Pulmonary Disease (COPD) and Obstructive Sleep Apnea (OSA). In China, there are approximately 100 million COPD patients with a low diagnosis rate, and the potential market for home respiratory devices is substantial [7]. Product Development and Market Position - 瑞迈特's new noise-free respiratory device has been designed to mitigate risks associated with traditional noise-absorbing materials, which led to Philips' product recalls. This new device has comparable respiratory response capabilities to Resmed's latest S11 model [12][13]. - The company’s products are now on par with leading international brands, although there are still minor differences in noise control. The focus on comfort in mask design is crucial for user preference [11][12]. Future Growth Expectations - The company is projected to achieve growth rates of 25% to 30% over the next three years, with a focus on overseas sales and new product launches. Attention is needed on the progress of these initiatives and the regulatory environment in the US [16]. - The absence of tariffs on respiratory devices entering the US market, as per the relevant agreements, alleviates concerns regarding trade barriers for 瑞迈特 and its competitors [17]. Additional Considerations - The integration of cloud platforms to connect with hospital markets and the expansion into regions like Europe, the Middle East, and South America through distributors are seen as promising avenues for growth [4][14]. - The overall industry growth in China is expected to outpace global growth due to favorable policies and market dynamics [15].

8月13日，瑞迈特今日收盘96.65元，下跌1.15%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到48.82倍，总市值86.60亿元。 从行业市盈率排名来看，公司所处的医疗器械行业市盈率平均57.48倍，行业中值40.95倍，瑞迈特排名 第85位。 股东方面，截至2025年3月31日，瑞迈特股东户数9118户，较上次增加1481户，户均持股市值35.28万 元，户均持股数量2.76万股。 北京瑞迈特医疗科技股份有限公司的主营业务是呼吸健康领域医疗设备与耗材产品制造。公司的主要产 品是单水平睡眠呼吸机、双水平睡眠呼吸机、双水平肺病呼吸机、P5系列单水平睡眠呼吸机、全脸面 罩、鼻面罩、鼻垫式面罩、睡眠呼吸初筛仪、多导睡眠呼吸监测仪、HT系列高流量湿化氧疗仪、H-80 系列高流量湿化氧疗仪、R系列双水平无创呼吸机。公司拥有633项国内专利，其中国内发明专利107 项、国内实用新型专利390项、国内外观设计专利136项；国际专利202项，其中包括美国专利39项、欧 洲专利30项、欧盟外观专利26项、英国专利46项、土耳其专利12项、日本专利21项、澳大利亚专利6 项、印度专利18项、沙特阿拉伯专利4 ...

Group 1 - The company, Ruimaite (301367), announced that its semi-annual report for 2025 is expected to be disclosed on August 28, 2025 [1] - The report will include information on the number of shareholders as of June 30, 2025 [1]

Company Overview - Beijing Ruimait Medical Technology Co., Ltd. specializes in the manufacturing of medical devices and consumables in the respiratory health field, with key products including various types of sleep breathing machines and monitoring devices [2] - The company holds a total of 633 domestic patents, including 107 invention patents, 390 utility model patents, and 136 design patents, as well as 202 international patents across multiple countries [2] Financial Performance - For the first quarter of 2025, the company reported a revenue of 265 million yuan, representing a year-on-year increase of 38.11%, and a net profit of 71.93 million yuan, up 44.11% year-on-year, with a gross profit margin of 49.57% [2] Market Position - As of August 12, the company's stock closed at 97.77 yuan, up 6.63%, with a rolling price-to-earnings (PE) ratio of 49.38, marking a new low in 341 days, and a total market capitalization of 8.76 billion yuan [1] - In comparison to the industry, the average PE ratio for the medical device sector is 57.51, with a median of 41.25, placing Ruimait at the 84th position in the industry ranking [1][3] Shareholder Information - As of March 31, 2025, the number of shareholders for Ruimait reached 9,118, an increase of 1,481 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1]

证券代码：301367 证券简称：瑞迈特 公告编号：2025-046 北京瑞迈特医疗科技股份有限公司 关于持股5%以上股东及其一致行动人 减持股份触及1%整数倍的公告 公司持股5%以上股东珠海合晅投资中心（有限合伙）及其一致行动人上海 盛旻创业投资合伙企业（有限合伙）和南京合灏创业投资企业（有限合伙）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公告内容与信息披露义务人提供的信息一致。 北京瑞迈特医疗科技股份有限公司（以下简称"公司"）于近日收到珠海合 晅投资中心（有限合伙）（以下简称"合晅投资"）及其一致行动人上海盛旻创 业投资合伙企业（有限合伙）（以下简称"盛旻创投"）和南京合灏创业投资企 业（有限合伙）（以下简称"南京合灏"）出具的《关于减持公司股份触及 1% 整数倍的告知函》。公司于 2025 年 6 月 19 日披露了《关于持股 5%以上股东及 其一致行动人减持股份的预披露公告》（公告编号：2025-044），于 2025 年 8 月 1 日披露了《关于持股 5%以上股东及其一致行动人减持股份触及 1%整数倍的公 告》（公告编号：20 ...

瑞迈特（301367.SZ）8月12日在投资者互动平台表示，上市公司股东人数属于应当在定期报告中披露的 信息。为确保信息披露的公平性及合规性，公司在非定期报告时点原则上不单独披露股东人数变动信 息，最新股东人数数据请以公司在中国证监会指定信息披露媒体发布的定期报告为准。公司2025年半年 度报告预计于2025年8月28日披露，其中将包含截至2025年6月末的股东人数信息，您可届时关注。 每经AI快讯，有投资者在投资者互动平台提问：请问最新三期的股东户数各是多少？ （文章来源：每日经济新闻） ...

截至2025年8月8日收盘，瑞迈特股价报92.21元，较前一交易日上涨5.53元，涨幅6.38%。当日成交量为 30627手，成交金额达2.76亿元。 瑞迈特所属医疗器械板块，公司主营业务为医疗健康领域相关产品的研发、生产和销售。公司产品涵盖 多个医疗细分领域，在北京地区具有业务布局。 8月8日，瑞迈特发生一笔大宗交易，机构专用账户通过大宗交易方式买入20万股，成交金额1829.8万 元，成交价91.49元，较当日收盘价折价0.78%。该笔交易占当日成交金额的6.63%。 资金流向方面，8月8日主力资金净流入313.65万元，占流通市值的0.06%。近五个交易日主力资金累计 净流出1674.61万元，占流通市值的0.32%。 风险提示：股市有风险，投资需谨慎。 来源：金融界 ...