重磅！GE医疗中国区新总裁上任

Core Viewpoint - The leadership transition at GE Healthcare China, with Zhang Yihao retiring and Song Weiqun taking over, is a strategic move to enhance local operations and address market challenges while continuing the "comprehensive localization" initiative [5][18]. Leadership Transition - Zhang Yihao served as the CEO of GE Healthcare China since 2019, focusing on strategic implementation and operations [5]. - Under Zhang's leadership, GE Healthcare's R&D investment in China doubled, and the proportion of domestic products in sales increased from 30% to 80% [7]. - Song Weiqun, with over 20 years of experience at Johnson & Johnson, joined GE Healthcare on April 1, 2025, and will ensure a smooth transition [8][10]. Financial Performance - In Q4 2024, GE Healthcare reported a 2% year-over-year revenue growth, with an organic revenue growth of 2% [13]. - The net profit margin was 13.5%, and the adjusted EBIT margin was 18.7% [13]. - For the full year 2024, revenue grew by 1%, with an organic revenue growth of 1% [17]. Financial Guidance for 2025 - The company expects organic revenue growth of 2% to 3% for 2025, with a foreign exchange headwind estimated at 1.5% [16]. - Adjusted EBIT margin is projected to improve to 16.7% - 16.8%, and adjusted EPS is expected to be between $4.61 and $4.75, reflecting a 3% to 6% growth [16][20]. - Free cash flow is anticipated to be at least $1.75 billion [16]. Strategic Focus - The appointment of Song Weiqun is seen as crucial for addressing revenue declines in the Chinese market and enhancing competitiveness against local firms [18]. - Key challenges include balancing high-end innovation with grassroots needs and optimizing costs alongside R&D investments [18].