医疗服务与医疗器械双轮驱动 盈康生命上半年营收净利双增

Core Viewpoint - 盈康生命 reported a solid performance in the first half of the year, achieving revenue growth and net profit increase, indicating a trend of high-quality development in the company. Financial Performance - The company achieved operating revenue of 843 million yuan, a year-on-year increase of 2.4% [1] - Net profit attributable to shareholders reached 61.83 million yuan, up 12.8% year-on-year [1] - Deducting non-recurring gains and losses, the net profit was 60.59 million yuan, reflecting a year-on-year growth of 19.2% [1] - Gross margin improved by 0.5 percentage points, while expense ratio decreased by 2 percentage points, showcasing operational efficiency [1] Medical Services Development - The core business in medical services generated revenue of 653 million yuan, a year-on-year increase of 2.28% [2] - Revenue from oncology services reached 215 million yuan, growing by 25.14% year-on-year, with significant increases in patient visits and advanced surgical procedures [2] - The company has established a comprehensive service system covering early screening, diagnosis, mid-to-late stage treatment, and rehabilitation management [2] Strategic Expansion - The company expanded its regional presence by acquiring Changsha Kexin Tumor Hospital, enhancing its capabilities in minimally invasive tumor treatment [2] - The acquisition is expected to enrich the company's oncology pre-diagnosis and treatment ecosystem, providing additional growth momentum [2] Innovative Service Offerings - The company is focused on integrating medicine with new technologies and experiences to meet diverse health needs [3] - New services include weight loss, precision anti-aging, and international medical services, alongside the introduction of over 100 new clinical technologies [3] - The company has pioneered brain-machine interface applications in healthcare, achieving notable surgical outcomes in Parkinson's treatment [3] AI Integration and Efficiency - The company has implemented a "medical + AI" strategy, leading to significant improvements in service capacity and operational efficiency [4] - Key metrics include a 10% increase in per capita service volume and a 2 percentage point reduction in overall expense ratio [4] - AI technologies have reduced surgical complications by 10% and improved various operational efficiencies, including a 66% increase in imaging diagnosis efficiency [4] Market Growth in Medical Devices - The company achieved a 35% year-on-year growth in overseas medical device revenue, driven by strategic market expansion [5] - In the domestic market, the company has upgraded its products and channels, achieving over 40% coverage in top-tier hospitals [5] - The company’s infusion pumps and mammography equipment have gained significant market share, ranking third in their respective categories [5] Global Market Strategy - The company employs a "one country, one policy" strategy for overseas market expansion, enhancing user experience and product application [6] - New partnerships with nine overseas distributors have been established, expanding coverage across multiple global regions [6]