登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688067 证券简称：爱威科技 公告编号：2025-042 爱威科技股份有限公司关于与专业投资机构共同投资湖南麓影科技有限公司的自愿性披露公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 投资标的名称： 湖南麓影科技有限公司（以下简称"麓影科技"或"标的公司"） ● 投资金额：爱威科技股份有限公司（以下简称"公司"）以自有资金出资人民币1,000万元对麓影科技进 行增资。增资完成后，公司将持有麓影科技9.0744%的股权。 ● 根据《上海证券交易所科创板股票上市规则》《公司章程》及相关制度的规定，本次对外投资在公司 总经理审批权限内，并已履行内部决策程序，无需提交董事会、股东大会审议。 ● 本次对外投资不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规定的重大资产重组情 形。 ● 相关风险提示 1、公司已与共同增资方、麓影科技及其现有股东签署了增资协议，麓影科技尚需按照法律法规的规定 办理工商变更等相关变更登记手续。 2、本次投资完成 ...

联影医疗 20251009 联影医疗在高端医疗设备领域的发展情况如何？ 联影医疗是中国医学影像设备的龙头企业，成立于 2010 年。尽管起步较晚， 但凭借政策支持和自主创新，已成为国内领先的高端医疗设备制造商。近年来， 国家出台了多项鼓励科技创新和推动医疗设备国产化的政策，这为联影医疗提 供了重要机遇，加速了国产替代进口的进程。尽管 2023 年下半年行业整顿影 响了整体招投标市场，但预计 2024 年底至 2025 年期间，随着设备更新项目 逐步落地，招投标市场将显著回暖，从而带动公司业绩复苏。 联影医疗的产品矩阵及其创新能力如何？ 联影医疗拥有丰富的产品矩阵，覆盖了医学影像的大多数细分领域，包括 CT、MR、MI（分子影像）、XR、RT（放疗设备）等。目前超声领域也在逐 步补足，并已于 2024 年推出样机。此外，公司坚持自主创新，在核心技术和 联影医疗采取高举高打的海外市场策略，专注于高端机型，已覆盖美国 超过 70%的州级行政区，并进入顶尖大学，同时重视新兴市场，如印度， 市占率跃居前三。 联影医疗海外收入增长迅速，近五年年复合增速超过 30%，目前占比已 超 20%。公司构建了完善的营销和服务网络， ...

Core Viewpoint - The company reported a revenue of 6.016 billion yuan (+12.79% YoY) and a net profit attributable to shareholders of 999.8 million yuan (+5.03% YoY) for 1H25, aligning with expectations [1] Revenue Trends - The revenue recovery trend is beginning to materialize, with a breakdown of 1H25 revenue by segment: - Equipment sales revenue was 4.890 billion yuan (+7.6% YoY), including CT revenue of 1.515 billion yuan (-6.4% YoY), MR revenue of 1.968 billion yuan (+16.8% YoY), MI revenue of 841 million yuan (+13.2% YoY), XR revenue of 324 million yuan (+26.6% YoY), and RT revenue of 242 million yuan (flat YoY) - Maintenance service revenue was 816 million yuan (+32.2% YoY), accounting for 13.6% of total revenue (+2.0 percentage points YoY) - Software and other revenue reached 310 million yuan (+79.9% YoY) - The company anticipates revenue growth of 5.4% and 18.6% in 1Q25 and 2Q25, respectively, following a 15.9% decline in 4Q24 [2] - Domestic revenue was 4.873 billion yuan (+10.74% YoY), while overseas revenue was 1.142 billion yuan (+22.48% YoY), with overseas revenue accounting for approximately 19% of total revenue (+1.50 percentage points YoY) [2] Gross Margin and Product Development - The company's gross margin for 1H25 was 47.9%, down 1.3 percentage points from 49.2% in 1H24, primarily due to changes in product mix and pricing pressures from equipment procurement projects [3] - The company is expanding its global presence and R&D investments, with over 70% of U.S. state-level administrative regions covered by its high-end imaging equipment, totaling over 400 units installed, including more than 150 PET/CT units [3] - The approval of photon-counting CT in August is seen as a significant milestone, indicating that domestic brands are achieving global competitiveness in high-end medical imaging equipment [3] Profit Forecast and Valuation - The profit forecasts for 2025 and 2026 remain unchanged, with an 11% increase in the target price to 161 yuan based on DCF analysis (WACC 6.7%, perpetual growth rate 2.0%), indicating a potential upside of 13.5% [4]