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港股异动 | 美丽田园医疗健康(02373)续涨超6% 内生外延驱动成长 去年经调净利同比预增超40%
智通财经网· 2026-01-21 03:28
Core Viewpoint - Meili Tianyuan Medical Health (02373) has seen a stock price increase of over 6%, currently trading at HKD 28.46, with a transaction volume of HKD 9.5031 million, following the release of a positive profit forecast for 2025 [1] Group 1: Financial Projections - The company expects revenue for 2025 to be no less than RMB 3 billion, representing a year-on-year growth of at least 16% [1] - Adjusted net profit is projected to be no less than RMB 380 million, with a year-on-year increase of at least 40% [1] - Net profit is anticipated to be no less than RMB 340 million, reflecting a year-on-year growth of at least 34% [1] Group 2: Business Expansion and Market Position - The board attributes the performance improvement to accelerated external expansion and strong internal growth momentum [1] - The integration of Nairui into the Meili Tianyuan brand matrix has allowed the company to penetrate key cities in the Greater Bay Area, significantly increasing market share [1] - The synergy effects from the acquisition continue to be released, with Nairui's adjusted net profit margin rising from 6.5% before the acquisition to 10.4% [1] Group 3: Operational Efficiency and Profitability - The company is enhancing its medical business capabilities through a unique business model and competitive advantages [1] - The proportion of high-margin medical business revenue is steadily increasing, supported by ongoing improvements in the refined operational system [1] - The company's net profit margin is gradually climbing as a result of these operational enhancements [1]
美丽田园医疗健康涨近5% 预期2025年经调整净利润同比增长不少于40%
Zhi Tong Cai Jing· 2026-01-20 01:41
Core Viewpoint - Meili Tianyuan Medical Health (02373) anticipates significant revenue and profit growth for 2025, driven by both external expansion and strong internal growth [1] Group 1: Financial Projections - The company expects to achieve revenue of no less than RMB 3 billion in 2025, representing a year-on-year growth of no less than 16% [1] - Adjusted net profit is projected to be no less than RMB 380 million, with a year-on-year increase of no less than 40% [1] - Net profit is expected to reach no less than RMB 340 million, reflecting a year-on-year growth of no less than 34% [1] Group 2: Growth Drivers - The board attributes the performance improvement primarily to accelerated external expansion, including the acquisition of the second-ranked brand in China's beauty industry, Nairui'er, which enhances market share and boosts revenue and profit [1] - Strong internal growth is driven by increased brand momentum and a growing customer base, contributing to internal revenue growth [1] - The rising proportion of high-margin medical business revenue, combined with the release of operational efficiency, further drives profit margin growth [1]
港股异动 | 美丽田园医疗健康(02373)涨近5% 预期2025年经调整净利润同比增长不少于40%
智通财经网· 2026-01-20 01:37
消息面上,美丽田园医疗健康发布公告称,预期2025年实现收入不少于人民币30亿元,同比增长不少于 16%;经调整净利润不少于人民币3.8亿元,同比增长不少于40%;净利润不少于人民币3.4亿元,同比 增长不少于34%。 董事会认为业绩提升主要由于外延扩张加速:作为行业龙头加速行业整合进程,收购中国美容行业排名 第二的品牌奈瑞儿,提升市场占有率,增厚集团营收与利润;内生增长强劲,品牌势能扩大,客户数量 增长推动内生收入增长,以及高毛利医疗业务收入占比提高,叠加精细化运营效能释放,共同驱动利润 率进一步增长。 智通财经APP获悉,美丽田园医疗健康(02373)涨近5%,截至发稿,涨4.74%,报26.5港元,成交额 139.57万港元。 ...