转自：一度医药 在加入ATS之前，Hider曾担任Taylor Made集团有限责任公司的总裁兼首席执行官，该公司是海洋、交 通运输、农业和建筑市场产品及系统供应领域的全球领导者。 而在Taylor Made之前，他在丹纳赫工作了10年，担任过多个领导职务，包括Veeder-Root公司的总裁， 该公司是全球自动化油罐计量仪的供应商。 Andrew Hider履历 Andrew Hider拥有25年的跨行业经验和全球视野，秉持增长导向以及以运营为核心、以人为本的领导理 念。 自2017年起，他担任ATS公司（多伦多证券交易所和纽约证券交易所代码：ATS）的首席执行官兼董 事。ATS是行业领先的自动化解决方案提供商，服务于生命科学、食品饮料、交通运输、消费品和能源 等领域的跨国客户。在他的领导下，ATS通过战略性地将投资转向高增长终端市场，实现了产品组合的 优化，同时显著提升了利润率。截至上一财年的五年间，ATS的调整后收入几乎翻了一番，复合年增长 率（CAGR）达到中低两位数，同期调整后息税折旧摊销前利润（EBITDA）的复合年增长率也与之相 近。此外，自2017年Hider任职以来，ATS在多伦多证券交易所 ...

股东方面，截至2025年3月31日，稳健医疗股东户数21410户，较上次减少2643户，户均持股市值35.28 万元，户均持股数量2.76万股。 7月4日，稳健医疗今日收盘40.2元，下跌2.43%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到30.74倍，总市值234.10亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)8稳健医疗30.7433.662.05234.10亿行业平均 38.9646.134.06105.57亿行业中值43.1140.682.5868.23亿1依依股份17.7118.692.1340.20亿2科思股份 18.4112.792.6371.92亿3珀莱雅19.5820.685.59320.96亿4敷尔佳21.6919.712.27130.34亿5豪悦护理 22.3022.582.5887.49亿6诺邦股份27.6630.552.0329.09亿7爱美客27.8726.686.34522.33亿9百亚股份 36.6140.187.31115.58亿10力合科创37.0839.411.3396.73亿11润本股份39.5340.685.75122.11亿12 ...

[Table_Info1] 英科医疗(300677) 医药生物 [Table_Date] 发布时间：2025-07-02 [Table_Title] 证券研究报告 / 公司点评报告 推出限制性股票激励计划，彰显未来发展信心 [Table_Summary] 事件： 公司公告 2025 年限制性股票激励计划，6 月 20 日已向 1090 名激励对 象授予 1324.31 万股限制性股票，约占公告时总股本的 3.94%，授予价 格为 11.30 元/股。公司层面业绩考核目标值为，2026-2029 年公司营业 收入分别不低于 112.60/ 122.80/ 132.80/ 142.80 亿元，或归母净利润（剔 除股份支付费用后）分别不低于 16.80/ 18.80/ 22.80/ 26.80 亿元。 点评： 本次授予股票数量、激励人数远高于上一期，有助于调动高管和核心骨 干人员积极性，并且指引 2027-2029 年收入同比增速分别为 9.1%/ 8.1%/ 7.5%，或净利润增速为 11.9%/ 21.3%/ 17.5%，彰显公司对未来发 展信心。 手套价格逐步企稳，公司在手订单充足。2025 年 1 月以来， ...

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Core Viewpoint - The company, Steady Medical, has shown strong performance in its consumer products and medical business segments, with significant growth in sales and profits, particularly during promotional events like the 618 shopping festival. Group 1: Consumer Products Performance - The consumer products segment performed well during the 618 shopping festival, with key categories such as facial towels, baby wet and dry wipes, and baby wraps ranking first in sales on platforms like Tmall and JD.com [2] - The company achieved notable sales growth in sanitary napkins and underwear, with traditional platforms like Tmall and JD.com showing good growth, while Douyin saw breakthrough growth during the event [2] - The company is confident in achieving its equity incentive goals for the year [2] Group 2: E-commerce Strategy - Online channels contribute over 60% to the overall revenue of the consumer products business, making it a primary source of profit [3] - The company covers a wide range of online platforms, including traditional e-commerce sites and interest-based platforms like Douyin and Xiaohongshu, as well as its own website and mini-programs [3] - Future strategies include focusing on strategic product development on traditional platforms and leveraging interest-based platforms for content dissemination to drive growth [3] Group 3: Adult Apparel Business Changes - The adult apparel segment has undergone changes to enhance market competitiveness, focusing on underwear and loungewear [4] - The company has strengthened its core fabric research and innovation, emphasizing comfort and health in its cotton products [4] - A high-profile endorsement from actress Zhao Liying has been utilized to boost brand awareness, with interactive marketing strategies during the 618 festival [4] Group 4: Membership Growth - As of the end of Q1 2025, the total membership across all channels exceeded 64 million, reflecting a 3.5% increase since the beginning of the year [5] - The company aims to enhance member engagement and loyalty through improved services and participation in brand activities [5] - A themed event focusing on comfort and environmental sustainability was held to engage young consumers [5] Group 5: Medical Business Development - The medical business strategy focuses on developing high-potential products like high-end dressings and surgical kits while nurturing emerging categories such as masks and disinfectants [6] - The company anticipates continued growth in high-end dressings and surgical supplies, with stable growth expected in traditional wound dressings [6] - The demand for infection prevention products is expected to normalize, providing stable revenue contributions [6] Group 6: Domestic Hospital Business Strategy - The domestic hospital business is expected to achieve good growth in 2025, focusing on traditional wound care, surgical supplies, and high-end dressings [7] - The company plans to leverage procurement opportunities to increase market share in traditional wound care [7] - Efforts are being made to promote non-standardized products and expand market opportunities in surgical supplies [7] Group 7: Financial Performance - For Q1 2025, the company reported a main revenue of 2.605 billion yuan, a year-on-year increase of 36.47%, and a net profit of 249 million yuan, also up 36.26% [8] - The company’s gross profit margin stands at 48.46%, indicating strong profitability [8] - Recent institutional ratings show 19 buy ratings and 3 hold ratings, with an average target price of 57.07 yuan [8]

Summary of the Conference Call for Steady Medical and All Cotton Era Industry and Company Overview - The conference call primarily discusses the performance and strategies of Steady Medical and its brand All Cotton Era in the sanitary products and medical supplies industry [2][3][4]. Key Points and Arguments Overall Growth and Performance - Steady Medical expects to maintain high growth in 2025 despite the impact of the 315 incident, with strong online and offline performance in sanitary napkins, particularly the Nice Princess brand [2][3]. - The company has not adjusted its annual growth target and remains confident in improving profitability, aiming to achieve its annual equity incentive goals [2][6]. Product Performance - The Nice Princess sanitary napkin has a repurchase rate exceeding 60% on Douyin, indicating strong consumer loyalty [4][12]. - The cotton soft towel category is focusing on supply chain safety marketing in the short term, with plans to return to material education and launch new products in the second half of 2025 [2][9]. Financial Metrics - Q2 gross margin is expected to improve due to lower raw material costs and product structure adjustments, despite increased marketing expenses following the 315 incident [7][21]. - The company achieved a double-digit revenue and profit increase in Q1 2025, with overall growth expected to remain in the high double digits [3][6]. Market Competition - The sanitary napkin market is highly competitive, with new players entering and shifting brand rankings. All Cotton Era focuses on safety and comfort, leveraging its medical background and clean production facilities to differentiate itself [10][12]. - The company has made significant progress in brand recognition and market share, entering the top ten rankings during the 618 shopping festival [10][11]. Channel Performance - Steady Medical's key products are performing well in Douyin and KA channels, with high e-commerce achievement rates. However, offline store sales are slightly sluggish but do not significantly impact overall profitability [5][18]. - The company plans to open 60 new stores in 2025, focusing on high-quality growth and profitability for each new location [19][20]. Future Product Plans - In 2025, All Cotton Era plans to focus on three strategic product categories: cotton soft towels, sanitary napkins, and intimate apparel, with significant market potential in each [23][28]. - The company aims to enhance consumer understanding of its products through material education and marketing, emphasizing its core advantages of 100% cotton materials and medical endorsements [9][28]. Medical Business Insights - The medical segment is seeing good growth domestically, with a focus on high-margin products and expanding customer bases in hospitals [15][21]. - The acquisition of GRI has brought additional capacity and sales growth, particularly in the U.S. market, despite potential goodwill impairment risks due to geopolitical factors [24]. Marketing and Brand Strategy - All Cotton Era is enhancing its brand promotion for medical-grade products, emphasizing its advantages over new national standards [24]. - The company is actively expanding its presence in KA channels and optimizing product categories to increase market penetration [25][26]. Additional Important Insights - The company is optimistic about the second half of 2025, expecting significant sales growth in sanitary napkins and intimate apparel, particularly in KA and Douyin channels [16][17]. - The overall market for sanitary napkins exceeds 100 billion yuan, with intimate apparel also exceeding 100 billion yuan, indicating substantial growth opportunities [23].

证券代码：300981 证券简称：中红医疗 公告编号：2025-053 中红普林医疗用品股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 司股份不享有参与利润分配的权利，中红普林医疗用品股份有限公司（以下简称"公 司"） 股后的 388,571,598 股为基数进行。 /10 股=388,571,598 股*2.5 元/10 股=97,142,899.50 元（含税）；按公司总股本 分红总额/总股本（含回购股份）*10 股=97,142,899.50 元/390,007,800 股*10 股 =2.490793 元（保留六位小数，最后一位直接截取，不四舍五入）。 本次权益分派实际转增股份总额=实际参与分配的股份*每 10 股转增股数/10 股=388,571,598 股*1 股/10 股=38,857,159 股；按公司总股本 390,007,800 股（含 回购股份）折算后的每 10 股转增股数=本次实际转增股份总额/总股本（含回购股 份）*10 股=38,857,159 股/390,007,800 股*10 股=0.996317 股 ...

Dealmed首席执行官迈克尔·艾因霍恩。图片来源：Courtesy of Dealmed 迈克尔·艾因霍恩曾经想要离开中国。他确实有过这样的想法。他支持特朗普的政策议程，即主张减少 监管、减轻企业税负，并取消那些推高能源价格的环境法规。2006年，艾因霍恩白手起家创立了 Dealmed公司；如今，它已成为纽约-新泽西-康涅狄格三州市场最大的两家非私募股权控股的私营医疗 用品制造商和分销商之一。他也基本认同特朗普有关中国在贸易上存在欺骗行为的观点。因此，当美国 总统宣布对华征收135%的"解放日"关税时，艾因霍恩盘算着，应该有一些可靠的替代渠道采购他销往 全美各地诊所和医疗机构的上万种产品，包括口罩、纱布、检测设备和防护服等。 Dealmed转向从美国本土采购生产手术服和手术台罩使用的纸质材料，尽管在美国生产这些材料的成本 比在深圳或南京生产的同类产品高出15%，同时，公司也将其检测产品的生产转移到了美国本土。到 2019年底，Dealmed 的手套制造已从主要依赖中国采购，转变为主要在马来西亚生产。公司还在墨西 哥、加拿大、越南和印度找到了新供应商。就在新冠疫情暴发前夕，Dealmed从中国进口的产品仅占总 ...

证券代码：002950 证券简称：奥美医疗 公告编号：2025-036 奥美医疗用品股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 奥美医疗用品股份有限公司（以下简称"公司"）截至公告日通过公司回购专用证券账户 持有公司股份 14,507,510 股，该部分股份不享有利润分配权利，本次权益分派实施后，按公 司总股本折算每股现金分红比例及除权除息参考价如下： 公司本次实际现金分红的分配比例=股东大会审议通过的分派总金额÷实际参与分配的股 本×10，即 37,125,473.82 元÷618,757,897 股×10=0.600000 元/每 10 股（上述计算保留到 小数点后六位，最后一位直接截取，不四舍五入）；本次实际现金分红总金额=实际现金分红的 分配比例×实际参与分配的股本÷10=0.600000×618,757,897÷10=37,125,473.82 元；按公 司总股本折 算每 10 股现金分红 =本次 实 际现金分红 总金额 / 总股本（含 回购股份 ） × 最后一位直接截取，不四舍五入）；按公司总股本折算每股现金分红=本次 ...

据悉，埃塞俄比亚是广西在非洲重要的贸易伙伴。广西主要从埃塞俄比亚进口绿豆、芝麻、鞍具、针织 衬衫等；向埃塞俄比亚出口肉桂药品及肉桂花，医用手套，塑料胶粘板、片、膜、箔，钢材及钢铁制 品，汽车，光学仪器，照明装置等。 "桂通五洲"是广西贸促会推动桂企桂品拓展"一带一路"国际合作的对外交流品牌，至今举办了乌兹别克 斯坦、土耳其、新西兰、巴基斯坦、韩国、日本等国别专场活动，促进中外工商界务实合作。(完) （文章来源：中国新闻网） 中新网南宁6月9日电(黄令妍农芯茹)6月9日，由广西贸促会和埃塞俄比亚谢格尔市政府共同主办的"桂 通五洲(非洲站)"广西—埃塞俄比亚经贸合作交流会在南宁市举办。 广西贸促会、广西国际商会会长杨雁雁在讲话中表示，中国与埃塞俄比亚经贸合作成果丰硕，广西与埃 塞俄比亚在糖业、林木种植、基础设施建设、医疗、港口物流等领域有着紧密的合作。希望双方发挥各 自产业优势，进一步加强合作，携手开拓东盟等第三方广阔市场，共同构建起全方位、多层次、广领域 的"一带一路"合作格局。 谢格尔市众议院院长瓦赫罗·卡比图·阿尔比表示，埃塞俄比亚蕴藏着丰富的自然资源和矿产资源，纺织 和服装、皮革、农产品加工、建筑材料、制 ...