病理数智化

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麦克奥迪(300341):三大业务并驾齐驱 国资入主稳健发展
Xin Lang Cai Jing· 2025-07-08 00:35
Core Viewpoint - The company has a strong shareholder backing and rich resources, focusing on expanding its business through acquisitions and diversifying into three main sectors: medical, optical, and electrical [1] Group 1: Company Overview - The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market in 2012 and has since expanded its business through acquisitions in 2015 and 2018 [1] - Yizhuang Investment became the controlling shareholder in 2021, with a registered capital of 18.8 billion yuan and managed assets of 145.1 billion yuan [1] Group 2: Business Segments - The company focuses on the entire value chain of digital pathology, building an integrated ecosystem covering R&D, manufacturing, sales, and services [2] - The optical division has over 30 years of experience, specializing in optical microscopes and related systems, with a customer network spanning 109 countries [3] - The smart electrical business specializes in epoxy insulation components, covering voltage levels from 10kV to 1,100kV, and has established long-term partnerships with leading global companies [4] Group 3: Financial Performance and Projections - The company anticipates revenue growth from 1.477 billion yuan in 2025 to 1.852 billion yuan in 2027, with corresponding net profits increasing from 174 million yuan to 260 million yuan [5] - The earnings per share (EPS) are projected to rise from 0.34 yuan in 2025 to 0.50 yuan in 2027, reflecting a stable growth outlook [5]
营收结构优化 安必平病理诊断AI方案积蓄增长势能
Zheng Quan Shi Bao Wang· 2025-04-21 11:11
(原标题:营收结构优化安必平病理诊断AI方案积蓄增长势能) 4月21日晚间,安必平(688393)2024年年度报告发布,尽管面临行业政策调整与市场竞争加剧的双重挑 战,安必平以"试剂+设备+数字化+人工智能"的全链条病理诊断数智化解决方案为核心,通过优化收入 结构、深化研发创新、拓展新兴市场,在业务质量提升与长期竞争力构建上取得突破性进展,为未来可 持续发展奠定基础。 为响应国家分级诊疗政策,公司以病理科共建业务为支点,深度参与医疗资源下沉。通过"远程病理 +数智化产品+医学检验所"的三位一体模式,公司将基层医院传统的外送检测转化为高效的院内诊断, 全年共建业务收入同比增长90%,合作医院达60家,并与23家医联体及专科联盟达成协议。这一模式不 仅解决基层病理医生短缺痛点,更通过区域病理中心、宫颈癌筛查中心等多样化服务组合,形成差异化 竞争优势。尽管前期投入导致短期利润承压,但其带来的客户黏性与数据积累,将成为未来业绩放量的 关键基石。 在病理数智化领域,公司完成数字切片扫描系统产品线全面升级,覆盖从基层到三甲医院的差异化需 求。宫颈细胞学AI辅助诊断产品的多中心临床研究数据发表于国际权威期刊《Modern ...