一、股份回购方案的基本情况 证券代码：301515 证券简称：港通医疗 公告编号：2025-061 四川港通医疗设备集团股份有限公司 关于2024年第二次股份回购实施结果暨股份变动的公告 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》。截至本公告披露日，公司回购股份方 案已实施完毕，现将公司本次回购股份的有关情况公告如下： 1、公司于2024年11月4日召开第四届董事会第十七次会议、第四届监事会第 十七次会议，审议通过了《关于2024年第二次回购公司股份方案的议案》，同意 公司使用自有资金和专项回购贷款资金以集中竞价交易方式回购公司股份，用于 员工持股计划或股权激励。回购资金总额不低于人民币5,000万元且不超过人民币 10,000万元（均含本数）；回购价格为不超过人民币28.49元/股（含本数）；回 购期限为自董事会审议通过回购股份方案之日起不超过12个月。具体内容详见公 ...

Core Insights - The stock of Kangtong Medical increased by 1.91% on November 3, with a trading volume of 30.07 million yuan [1] - The company experienced a net financing outflow of 809,500 yuan on the same day, with total financing and margin trading balance reaching 40.24 million yuan [1] - Kangtong Medical's revenue for the first nine months of 2025 was 344 million yuan, a year-on-year decrease of 30.06%, and the net profit attributable to shareholders was -10.21 million yuan, a decrease of 150.92% [2] Financing and Margin Trading - On November 3, Kangtong Medical had a financing buy-in of 2.71 million yuan, with a financing balance of 40.24 million yuan, accounting for 2.57% of its market capitalization [1] - The financing balance is above the 60th percentile of the past year, indicating a relatively high level [1] - The company had no short selling activity on November 3, with a short selling balance of 2241 yuan, which is above the 80th percentile of the past year [1] Shareholder Information - As of October 31, the number of shareholders for Kangtong Medical was 7,915, an increase of 4.90% from the previous period [2] - The average number of circulating shares per shareholder decreased by 4.67% to 7,964 shares [2] - The company has distributed a total of 48.99 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included Nuoan Multi-Strategy Mixed A, which holds 725,100 shares, marking it as a new shareholder [3]

Core Viewpoint - As of November 3, 2025, Kangtong Medical (301515) closed at 22.41 yuan, marking a 1.91% increase, with a trading volume of 1.35 million shares and a total transaction value of 30.07 million yuan [1] Financial Performance - For the first three quarters of 2025, Kangtong Medical reported a main revenue of 344 million yuan, a year-on-year decrease of 30.06% [3] - The net profit attributable to shareholders was -10.21 million yuan, a year-on-year decline of 150.92% [3] - The third quarter of 2025 saw a single-quarter main revenue of 79.12 million yuan, a year-on-year increase of 42.81% [3] - The single-quarter net profit attributable to shareholders was -1.80 million yuan, a year-on-year decrease of 138.94% [3] - The company reported a gross margin of 22.45% [3] Market Position - Kangtong Medical's total market capitalization is 2.24 billion yuan, significantly lower than the industry average of 11.62 billion yuan, ranking 119th in the industry [3] - The company's net assets stand at 1.22 billion yuan, compared to the industry average of 3.89 billion yuan, ranking 99th [3] - The price-to-earnings ratio (P/E) is -164.64, while the industry average is 63.42, ranking 124th [3] - The price-to-book ratio (P/B) is 1.84, compared to the industry average of 4.04, ranking 27th [3] - The company's net profit margin is -3.44%, while the industry average is 9.57%, ranking 102nd [3] Capital Flow - On November 3, 2025, the net inflow of main funds was 2.24 million yuan, accounting for 7.45% of the total transaction value [1][2] - Retail investors experienced a net outflow of 0.11 million yuan, indicating a slight decrease in retail interest [1][2] - Over the past five days, the main funds have fluctuated, with notable net outflows on October 30 and October 29 [2]

Core Viewpoint - 港通医疗 is a specialized provider of medical engineering solutions in China, focusing on medical gas systems and clean operating rooms, and was listed on the Shenzhen Stock Exchange on July 25, 2023 [1] Business Overview - 港通医疗 operates in the pharmaceutical and biomedical industry, specifically in medical devices and equipment, providing comprehensive engineering solutions centered on medical gas systems and clean operating rooms [1] Financial Performance - For Q3 2025, 港通医疗 reported revenue of 344 million yuan, ranking 28th among 42 companies in the industry, while the industry leader,迈瑞医疗, had revenue of 25.834 billion yuan [2] - The net profit for the same period was -11.8366 million yuan, placing the company 35th in the industry, with the top performer, 迈瑞医疗, reporting a net profit of 7.814 billion yuan [2] Financial Ratios - As of Q3 2025, 港通医疗's debt-to-asset ratio was 40.94%, higher than the previous year's 31.69% and above the industry average of 27.21%, indicating increased debt pressure [3] - The gross profit margin for Q3 2025 was 22.45%, an increase from 20.02% year-on-year, but still significantly below the industry average of 48.67%, suggesting a need for improved profitability [3] Executive Compensation - The chairman, 陈永, received a salary of 627,200 yuan in 2024, a decrease of 242,100 yuan from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 1.11% to 7,506, while the average number of circulating A-shares held per shareholder increased by 1.12% to 8,398.82 [5]

Core Insights - The company reported a significant decline in total revenue and net profit for the third quarter of 2025 compared to the same period in 2024, with total revenue at 344 million yuan, down 30.06%, and a net loss of 10.21 million yuan, a decrease of 150.92% [1] Financial Performance - Total revenue for Q3 2025 was 79.12 million yuan, showing a year-on-year increase of 42.81% [1] - The gross profit margin improved to 22.45%, up 19.54% year-on-year, while the net profit margin fell to -3.44%, a decrease of 184.42% [1] - The total of financial, sales, and administrative expenses reached 56.95 million yuan, accounting for 16.54% of total revenue, which is an increase of 69.95% year-on-year [1] - Earnings per share dropped to -0.11 yuan, a decline of 152.7% compared to the previous year [1] Balance Sheet and Cash Flow - Cash and cash equivalents increased to 694 million yuan, up 11.97% year-on-year [1] - Interest-bearing liabilities surged to 313 million yuan, a significant increase of 157.36% [1] - Operating cash flow per share was -0.82 yuan, a drastic decrease of 446.24% year-on-year [1] Business Evaluation - The company's return on invested capital (ROIC) was 0.64%, indicating weak capital returns, with a historical median ROIC of 12.41% since its listing [4] - The net profit margin for the previous year was 1.91%, suggesting low added value for products or services [4] - The company relies heavily on research and marketing for its performance, necessitating a thorough examination of these drivers [4] Debt and Receivables - The company has a healthy cash asset position, but attention is needed on cash flow and financial expenses, as the average operating cash flow over the past three years has been negative [4] - Accounts receivable have reached 4807.58% of profit, indicating potential issues with receivables management [4]

Core Viewpoint - The performance of Kangtong Medical has shown a decline in both revenue and net profit, indicating potential challenges in the company's operations and market position [2][3]. Financial Performance - For the period from January to September 2025, Kangtong Medical reported a revenue of 344 million yuan, representing a year-on-year decrease of 30.06% [2]. - The company recorded a net profit attributable to shareholders of -10.21 million yuan, a significant year-on-year decline of 150.92% [2]. Stock Market Activity - On October 29, Kangtong Medical's stock price fell by 1.72%, with a trading volume of 21.42 million yuan [1]. - The financing buy-in amount for Kangtong Medical on the same day was 1.36 million yuan, while the financing repayment was 2.67 million yuan, resulting in a net financing outflow of -1.32 million yuan [1]. - As of October 29, the total margin trading balance for Kangtong Medical was 37.61 million yuan, which accounts for 2.49% of its market capitalization, indicating a low financing balance compared to the past year [1]. Shareholder Information - As of October 20, the number of shareholders for Kangtong Medical was 7,545, a slight decrease of 0.22% from the previous period [2]. - The average number of circulating shares per shareholder increased by 0.23% to 8,355 shares [2]. - The company has distributed a total of 48.99 million yuan in dividends since its A-share listing [3]. Institutional Holdings - As of September 30, 2025, the eighth largest circulating shareholder of Kangtong Medical is the Nuoan Multi-Strategy Mixed A fund, which holds 725,100 shares as a new shareholder [3].

Group 1 - The core point of the article is that 港通医疗 (SZ 301515) announced the convening of its fifth board meeting on October 28, 2025, to review the proposal for the 2025 Q3 report [1] - For the first half of 2025, the revenue composition of 港通医疗 is as follows: 55.69% from medical clean equipment and systems, 37.3% from medical gas equipment and systems, 4.06% from medical devices and other product sales, 2.81% from operation and maintenance services, and 0.14% from other businesses [1]

Group 1 - Company reported a revenue of approximately 344 million yuan for the first three quarters of 2025, representing a year-on-year decrease of 30.06% [1] - The net profit attributable to shareholders of the listed company was a loss of approximately 10.21 million yuan [1] - Basic earnings per share showed a loss of 0.1054 yuan [1]

Core Viewpoint - 港通医疗 reported a significant decline in revenue and incurred net losses in the first three quarters of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company's operating revenue for the first three quarters was 344 million yuan, representing a year-on-year decrease of 30.06% [1] - The net loss attributable to shareholders of the listed company was 10.21 million yuan [1] - The net loss attributable to shareholders, excluding non-recurring gains and losses, was 12.87 million yuan [1] - The basic loss per share was 0.1054 yuan [1]

证券代码：301515 证券简称：港通医疗 公告编号：2025-059 本议案已经公司董事会审计委员会审议通过。 具体内容详见公司同日在巨潮资讯网（www.cninfo.com.cn）披露的《2025 年第三季度报告》（公告编号：2025-060）。 表决结果为：同意 9 票，反对 0 票，弃权 0 票。 四川港通医疗设备集团股份有限公司 第五届董事会第六次会议决议公告 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"）第五届董事会第 六次会议于 2025 年 10 月 28 日在公司会议室以现场结合通讯的方式召开。本次 会议通知于 2025 年 10 月 18 日以通讯方式发出，会议应出席董事 9 人，实际出 席董事 9 人（其中：刘煜强先生、魏勇先生、陈叙先生、姚刚先生、周正女士、 赵尘女士以通讯表决方式出席会议）。会议由董事长陈永先生召集并主持，高级 管理人员列席了本次会议。本次会议的召集、召开符合《公司法》和《公司章程》 的有关规定，会议合法有效。 一、董事会会议审议情况 经过各位董事认真审议，本次会议 ...