Company Overview - The company, Sichuan Portong Medical Equipment Group Co., Ltd., specializes in the research, design, manufacturing, integration, and operation services of medical gas equipment and systems, as well as medical clean equipment and systems [1] - The main products include medical gas equipment and systems, medical clean equipment and systems, medical devices, and other product sales and operation services [1] - The company has received multiple accolades, including "National Specialized and Innovative Small Giant Enterprise" and "National High-tech Enterprise" [1] Financial Performance - For Q1 2025, the company reported a revenue of 24.29 million yuan, a year-on-year decrease of 68.09% [1] - The net profit for the same period was 1.58 million yuan, reflecting a year-on-year decline of 85.25% [1] - The sales gross margin stood at 36.15% [1] Market Position - As of May 19, the company's stock closed at 19.42 yuan, with a rolling price-to-earnings (PE) ratio of 366.87, marking a new low in 29 days [1] - The average PE ratio for the medical device industry is 49.26, with a median of 36.71, positioning the company at 120th in the industry ranking [1][2] - The total market capitalization of the company is 1.942 billion yuan [1][2] Capital Flow - On May 19, the company experienced a net outflow of 796,600 yuan in principal funds, with a total outflow of 1.7702 million yuan over the past five days [1]

中信建投证券股份有限公司 关于四川港通医疗设备集团股份有限公司 2024 年年度持续督导跟踪报告 | 保荐人名称：中信建投证券股份有限公司 | 上市公司简称：港通医疗 | | --- | --- | | 保荐代表人姓名：李普海 | 联系电话：028-68850835 | | 保荐代表人姓名：蒲飞 | 联系电话：028-68850835 | 一、保荐工作概述 | 项 目 | | | | | | | | | | 工作内容 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1.公司信息披露审阅情况 | | | | | | | | | | | | | | | | | | | （1）是否及时审阅公司信息披露文件 | 是 | | | | | | | | | | | | | | | | | | （2）未及时审阅公司信息披露文件的次数 | 0 次 | | | | | | | | | | | | | | | | | | 2. ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Kangtong Medical, indicating a significant decline in revenue and profit in the latest quarterly report [1][2] - As of May 8, Kangtong Medical's stock closed at 19.1 yuan, with a rolling PE ratio of 360.82, marking a new low in 22 days, and a total market capitalization of 1.91 billion yuan [1] - The average PE ratio for the medical device industry is 49.20, with a median of 36.56, positioning Kangtong Medical at the 119th rank within the industry [1][2] Group 2 - The latest quarterly report for Q1 2025 shows Kangtong Medical achieved revenue of 24.29 million yuan, a year-on-year decrease of 68.09%, and a net profit of 1.58 million yuan, down 85.25%, with a gross margin of 36.15% [1] - The company specializes in the research, design, manufacturing, integration, and operation services of medical gas equipment and systems, as well as medical clean equipment and systems [1] - As of April 30, 2025, Kangtong Medical had 8,242 shareholders, an increase of 22 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：301515 证券简称：港通医疗 公告编号：2025-025 一、公司回购股份的进展情况 截至 2025 年 4 月 30 日，公司通过股票回购专用证券账户以集中竞价交易方 式回购股份，累计回购股份数量为 2,858,786 股，占公司总股本的 2.86%，其中 最高成交价为19.68元/股，最低成交价为16.57元/股，成交总金额为53,046,196.79 元（不含交易费用）。本次回购符合相关法律法规及公司既定回购股份方案的要 求。 二、其他说明 （一）公司回购股份的时间、回购股份价格及集中竞价交易的委托时段符合 《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》的相关规定。 四川港通医疗设备集团股份有限公司 关于2024年第二次回购公司股份进展的公告 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。 四川港通医疗设备集团股份有限公司（以下简称"公司"）于 2024 年 11 月 4 日召开第四届董事会第十七次会议和第四届监事会第十七次会议，审议通过 《关于 2024 年第二次回购公司股份方案的议案》，公司拟使用不低于人民币 5,000 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Kangtong Medical, which has a high PE ratio compared to its industry peers [1][2] - As of May 6, Kangtong Medical's closing price was 18.59 yuan, with a rolling PE ratio of 351.19, marking a new low in 20 days, and a total market capitalization of 1.859 billion yuan [1] - The average PE ratio for the medical device industry is 48.90, with a median of 36.41, placing Kangtong Medical at the 119th position in the industry ranking [1][2] Group 2 - For the first quarter of 2025, Kangtong Medical reported a revenue of 24.2867 million yuan, a year-on-year decrease of 68.09%, and a net profit of 1.579 million yuan, down 85.25% [1] - The company's gross profit margin stands at 36.15% [1] - As of the first quarter of 2025, two institutions held shares in Kangtong Medical, with a total holding of 12.862 million shares valued at 239 million yuan [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Kangtong Medical, which has a high PE ratio compared to its industry peers [1][2] - As of April 29, Kangtong Medical's closing price was 18.13 yuan, with a rolling PE ratio of 342.50 times, significantly higher than the industry average of 47.74 times and the median of 36.15 times [1][2] - The company has a total market capitalization of 1.813 billion yuan, ranking 120th in the medical device industry based on PE ratio [1][2] Group 2 - For the first quarter of 2025, Kangtong Medical reported a revenue of 24.2867 million yuan, a year-on-year decrease of 68.09%, and a net profit of 1.579 million yuan, down 85.25% year-on-year, with a gross profit margin of 36.15% [1] - The company specializes in the research, design, manufacturing, integration, and operation and maintenance services of medical gas equipment and systems, as well as medical clean equipment and systems [1] - Kangtong Medical has received multiple accolades, including being recognized as a "National Specialized and Innovative Small Giant Enterprise" and a "National High-tech Enterprise" [1]

Core Viewpoint - As of April 28, 2025, Kangtong Medical (301515) closed at 17.78 yuan, down 0.61%, with a trading volume of 8611 lots and a transaction amount of 15.2042 million yuan [1] Group 1: Financial Performance - Kangtong Medical reported a main revenue of 24.2867 million yuan for Q1 2025, a year-on-year decrease of 68.09% [2] - The net profit attributable to the parent company was 1.579 million yuan, down 85.25% year-on-year [2] - The net profit after deducting non-recurring gains and losses was 1.4143 million yuan, a decline of 86.46% year-on-year [2] - The company's debt ratio stands at 36.26% with financial expenses of -515,200 yuan and a gross profit margin of 36.15% [2] Group 2: Market Position and Valuation - Kangtong Medical's total market value is 1.778 billion yuan, significantly lower than the industry average of 9.941 billion yuan, ranking 109 out of 122 in the medical device industry [2] - The company's net assets are 1.248 billion yuan, compared to the industry average of 3.91 billion yuan, ranking 97 out of 122 [2] - The price-to-earnings ratio (P/E) is 281.52, much higher than the industry average of 44.38, ranking 93 out of 122 [2] - The price-to-book ratio (P/B) is 1.43, lower than the industry average of 2.76, ranking 29 out of 122 [2] - The gross margin is 36.15%, below the industry average of 51.86%, ranking 96 out of 122 [2] - The net margin is 6.5%, compared to the industry average of 9.77%, ranking 82 out of 122 [2] - The return on equity (ROE) is 0.12%, significantly lower than the industry average of 1.32%, ranking 97 out of 122 [2]

证券代码：301515 证券简称：港通医疗 公告编号：2025-024 四川港通医疗设备集团股份有限公司 关于设立控股子公司暨完成工商登记注册的公告 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。 一、对外投资概述 为满足未来的业务发展需要，四川港通医疗设备集团股份有限公司（以下简 称"公司"）以自有资金认缴出资额 132 万元人民币投资设立成都狄普锐科技有 限公司（以下简称"狄普锐"），持股比例为 66%。 狄普锐成为公司控股子公司，纳入公司合并财务报表范围。根据《深圳证券 交易所创业板股票上市规则》等相关规定，本次对外投资在公司经营层决策权限 范围内，无需提交公司董事会、股东会审议。本次对外投资事项不构成关联交易， 也不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 二、控股子公司基本情况 名称：成都狄普锐科技有限公司 统一社会信用代码：91510105MAEHL0AN43 住所：成都市青羊区光华北三路 238 号 2 栋 3 单元 10 层 1005 号 法定代表人：赵洋 注册资本：贰佰万元整 成立日期：2025 年 4 月 21 日 经营范围 ...

合作伙伴征集：2025全球手术机器人大会 2025年4月21日， 港通医疗 发布了2024年年报。 # 财务与市场表现 # 主营业务与商业模式 港通医疗的业务主要分为 医用气体装备及系统、医用洁净装备及系统和医疗设备及其他产品销售 。2024 年，医用气体装备及系统业务收入2.22亿元，同比减少46.50%；医用洁净装备及系统业务收入4.93亿元，同 比增长32.06%；医疗设备及其他产品销售收入2266.39万元，同比下降43.48%。公司通过与国有总承包方 合作获取订单，但该模式压缩了毛利空间。 # 综合分析 2024年公司营业收入和净利润均出现下滑，主要原因是市场竞争加剧和项目进度不及预期。公司从国有总承 包方获取订单的比例逐渐增加，导致毛利空间被压缩。 尽管部分业务收入下滑，但医用洁净装备及系统业务仍保持增长，显示出一定的市场潜力。此外，公司计划通 过加强成本控制和缩短回款周期来提升整体经营能力。 # 关于 港通医疗 报名：首届全球骨科大会 | 议程更新 报名：首届全球心血管大会 | 重磅亮点 产品和技术 港通医疗的主要产品包括 医用中心供氧系统、医用中心吸引系统、医用空气集中供应系统等医用气体装备及 ...

四川港通医疗设备集团股份有限公司作为一家在医疗器械研发制造及医疗专业系统领域的企业，其2024 年年报揭示了公司在过去一年中的经营状况。报告期内，公司面临诸多挑战，营业收入下降，净利润大 幅下滑，多项财务指标出现显著变化。这些变化不仅反映了公司内部经营策略和市场环境的影响，也为 投资者和市场观察者提供了深入了解公司运营状况的窗口。 关键财务指标解读 2024年，港通医疗营业收入为754,058,316.42元，相较于2023年的842,437,861.81元，下降了10.49%。从 业务板块来看，医用气体装备及系统业务收入为221,936,543.71元，同比减少46.50%；医疗设备及其他 产品销售收入为22,663,867.25元，同比下降43.48%。这表明公司在部分核心业务的市场拓展上遭遇困 境，可能受到市场竞争加剧、项目进度不及预期等因素影响。不过，医用洁净装备及系统业务实现收入 493,308,597.63元，较去年增长32.06%，成为营收中的亮点，显示出该业务板块的市场潜力。 净利润锐减，盈利能力堪忧 归属于上市公司股东的净利润为14,421,866.44元，与2023年的83,097,173 ...