市净率(LF)历史分位(%) 100 ହ୍ର ୨୦ 80 79 70 60 50 4745 4763 40 31o34 30 27-43 20 18:41 1643 10 7-01 0- 2020-12-37 1 2021-06-30 ' 2021-12-37 ' 2-12-37 3-12-37 2n- 公司 -○- 行业均值 制图数据来自恒生聚源数据库 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 历年净利、扣非同比增长情况(%) 100 – ଚ୍ଚ 50 30.66 7.51 0 -4:27 -16.98 16.54 -50 - -100 -150 -200 -250 244.76 -300 2021 2022 2023 2020 2024 2025E →○- 归母净利润同比增长率 -○- 扣非净利润同比增长率 制图数据来自恒生聚源数据库 净利、扣非季度变动情况(亿元) 1 20.5 0.684 ).33-0.51 0.3 2.41 0.354 1.163 0 0.44 -0.78 -0.5 -1 -2.0( -1.5 -2 -2.5 扣非净利润 归母净利润 制图数据来自恒生聚源数据库 ...

"美的系"马赤兵上任7个月后，万东医疗（600055）一纸公告，又换董事长了，此次，美的集团（000333）执行董事王建国亲自坐阵。 1月26日，万东医疗公告，公司董事会于近日收到公司董事长马赤兵提交的书面辞职报告。马赤兵因个人原因申请辞去公司董事长、董事、董事会战略委 员会成员及召集人、董事会薪酬与考核委员会成员职务。离任后，马赤兵将不在公司及控股子公司任职。 2021年，美的集团收购万东医疗29.09%的股份，成为其控股股东。此后，万东医疗立足"数智化医疗生态构建者"战略定位，形成覆盖"高端设备研发—智 能服务网络—医疗资源普惠"三位一体的业务体系，持续推动国产医疗装备产业升级。 不过，自2021年后，万东医疗业绩整体走下坡路。2021年～2022年，万东医疗归母净利润分别为1.83亿元、1.75亿元，连续两年出现下滑。2023年，公司 业绩虽短暂回升，但2024年再度陷入增收不增利。 根据万东医疗历史公告，马赤兵任职董事长仅7个月。 2025年5月21日，公司召开第十届董事会第八次会议，审议通过了《关于选举董事长的议案》，同意选举马赤兵为第十届董事会董事长。 据万东医疗披露的简历，马赤兵曾任美的集团微清 ...

Core Viewpoint - The recent leadership change at Wandong Medical involves the resignation of Chairman Ma Chibing after only seven months, with Wang Jianguo, an executive from Midea Group, taking over as the new chairman [1][3]. Group 1: Leadership Changes - Ma Chibing submitted his resignation due to personal reasons, stepping down from multiple roles including Chairman and member of various committees [1][2]. - Wang Jianguo, the new chairman, has a long history with Midea Group, having held various senior positions since 1999 [4]. Group 2: Company Performance - Wandong Medical's performance has been declining, with net profits of 183 million yuan in 2021 and 175 million yuan in 2022, indicating a downward trend [4]. - In the first three quarters of 2025, the company reported revenues of 1.189 billion yuan, an increase of 8.73% year-on-year, but faced a net loss of 27.21 million yuan, a decline of 123.51% [4]. Group 3: Profitability Metrics - The company's gross margin has been under pressure, with a gross margin of 32.62% in the first three quarters of 2025, continuing a downward trend from 45.82% in 2021 to 36.55% in 2024 [5][6]. - The gross margin figures for the years 2021 to 2024 were 45.82%, 44.11%, 42.07%, and 36.55%, respectively, showing a consistent decline [5][6].