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医疗设备公司财务总监PK:50岁以上的CFO占比为35% 超研股份陈小波为业内最年长CFO
Xin Lang Zheng Quan· 2025-08-08 03:25
专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 作为上市公司核心管理层关键成员,财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示,2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元,平均年薪为 81.48万元。 分行业来看,统计数据显示,剔除2024年时任CFO已离任的公司后,A股共有35家上市医疗设备公司, 其聘任总体情况如下(部分统计口径剔除无效数据)。 从CFO的年龄分布来看,40岁-50岁CFO是市场的中坚力量,占比共计达到54%;50岁以上的CFO占比 为35%;40岁及以下CFO群体占比为11%。其中,目前仍任职的最年轻的上市公司CFO年龄30岁,为博 迅生物的金曼;最年长上市公司CFO年龄65岁,为超研股份的陈小波。 从薪酬分布看,A股医疗设备公司CFO年薪平均值为106.52万元。经统计,处于50万以下、50万-100 万、100万-200万、200万以上各区间的人数占比分别为31%、43%、20%、6%。 其中,年薪排行前三的CFO分别为迈瑞医疗的赵云、鱼跃医疗的刘丽华、万东医疗的井晓权,三人年 ...
医疗设备公司财务总监PK:硕士CFO占比23% 阳普医疗闫红玉为行业唯一博士CFO
Xin Lang Zheng Quan· 2025-08-08 03:25
专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 作为上市公司核心管理层关键成员,财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示,2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元,平均年薪为 81.48万元。 从CFO的学历分布看,拥有大专、本科、硕士、博士学历的CFO占比分别为3%、71%、23%、3%。其 中,获得博士学历的CFO仅一人,为阳普医疗的闫红玉。 从薪酬分布看,A股医疗设备公司CFO年薪平均值为106.52万元。经统计,处于50万以下、50万-100 万、100万-200万、200万以上各区间的人数占比分别为31%、43%、20%、6%。 其中,年薪排行前三的CFO分别为迈瑞医疗的赵云、鱼跃医疗的刘丽华、万东医疗的井晓权,三人年薪 分别为841.34万元、431.36万元、164.12万元。 从薪酬变动幅度看(仅统计任职两年以上CFO薪资数据),2024年港通医疗的张秋薪酬降幅最大,同比 降幅达31.23%;麦澜德的徐宁薪酬增幅最大,同比涨幅达165.59%。 分行业来看,统计数据显示,剔除20 ...
医疗设备公司财务总监PK:年薪平均值106.52万 迈瑞医疗赵云年薪840万行业第一
Xin Lang Zheng Quan· 2025-08-08 03:25
Group 1 - The total salary scale of CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - In the medical device sector, the average annual salary of CFOs is 1.0652 million yuan, with 31% earning below 500,000 yuan, 43% between 500,000 and 1 million yuan, 20% between 1 million and 2 million yuan, and 6% earning above 2 million yuan [2] - The top three highest-paid CFOs in the medical device industry are Zhao Yun from Mindray Medical with 8.4134 million yuan, Liu Lihua from Yuyue Medical with 4.3136 million yuan, and Jing Xiaoqian from Wandong Medical with 1.6412 million yuan [2] Group 2 - The age distribution of CFOs shows that those aged 40-50 make up 54%, while 35% are over 50, and 11% are 40 or younger [1] - The educational background of CFOs indicates that 71% hold a bachelor's degree, 23% a master's degree, and only 3% have a doctoral degree, with only one CFO holding a PhD [1] - The largest salary decrease among CFOs in 2024 was observed in Zhang Qiu from Kangtong Medical, with a year-on-year decline of 31.23%, while Xu Ning from Mcland saw the largest increase at 165.59% [2]
医疗设备上市公司董秘PK:瑞迈特杜祎程薪酬增幅最大,同比涨幅达87.43%
Xin Lang Zheng Quan· 2025-08-08 02:33
分行业来看,统计数据显示,剔除董秘已离任公司后,A股共有37家上市医疗设备公司,其聘任总体情 况如下(部分统计口径剔除无效数据)。 从董秘的年龄分布来看,40岁-50岁的董秘是市场的中坚力量,占比共计达到44%;50岁以上的董秘占 比为25%;40岁及以下董秘群体占比为31%。其中,目前仍任职的最年轻的男上市公司董秘年龄36岁, 为康众医疗的尹晟;最年轻的女董秘年龄为32岁,为鱼跃医疗的王瑞洁。 专题:专题|2024年度A股董秘数据报告:1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁",在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示,2024年A股上市公司董秘薪酬合计达40.86亿元,平均年薪75.43万元。 从薪酬变动幅度看,港通医疗的陈兴根2024年薪酬降幅最大,同比降幅达28.17%;瑞迈特的杜祎程薪 酬增幅最大,同比涨幅达87.43%。 责任编辑:公司观察 其中,年薪排行前五的董秘分别为迈瑞医疗的李文楣、联影医疗的TAO CAI、理邦仪器的祖幼冬、华大 智造的韦炜、鱼跃医疗的王瑞洁,五人年薪分别为738.76万元、165.11万元、16 ...
医疗设备上市公司董秘PK:硕士及以上学历占比达38% 三诺生物郑霁耘为唯一博士董秘
Xin Lang Zheng Quan· 2025-08-08 02:31
专题:专题|2024年度A股董秘数据报告:1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁",在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示,2024年A股上市公司董秘薪酬合计达40.86亿元,平均年薪75.43万元。 分行业来看,统计数据显示,剔除董秘已离任公司后,A股共有37家上市医疗设备公司,其聘任总体情 况如下(部分统计口径剔除无效数据)。 从董秘的年龄分布来看,40岁-50岁的董秘是市场的中坚力量,占比共计达到44%;50岁以上的董秘占 比为25%;40岁及以下董秘群体占比为31%。其中,目前仍任职的最年轻的男上市公司董秘年龄36岁, 为康众医疗的尹晟;最年轻的女董秘年龄为32岁,为鱼跃医疗的王瑞洁。 责任编辑:公司观察 从董秘的学历分布看,拥有专科、本科、硕士、博士学历的董秘占比分别为3%、59%、35%、3%。其 中,获得博士学历的董秘仅1人,为三诺生物的郑霁耘。 从薪酬分布看,A股医药医疗设备公司董秘年薪平均值为93.1万元。经统计,处于50万以下、50万-100 万、100万-200万、200万以上各区间的人数占比分别为27%、 ...
方正证券:“人工智能+”驱动医疗产业革命 AI医疗进入百花盛开时刻
Group 1 - The core viewpoint of the article highlights the revolutionary development of the medical industry driven by "Artificial Intelligence+" with accelerated application of high-end innovative devices such as brain-computer interfaces (BCI) and surgical robots [1] Group 2 - The commercialization of non-invasive brain-computer interfaces is rapidly advancing, driven by stringent domestic regulatory approvals and the large rehabilitation patient population, indicating a broad market outlook [1] - Breakthroughs have been achieved in invasive brain-computer interfaces, with the first clinical trial expected to be conducted successfully by 2025 [1] - Domestic companies are accelerating self-research and collaborative layouts in the BCI sector, while the medical insurance payment system is continuously improving to support market expansion [1] Group 3 - The rapid development of artificial intelligence has led to the integration and upgrade of surgical robots with AI and 5G remote technologies [1] - The demand for surgical robots is increasing due to factors such as aging population and uneven distribution of medical resources, with the surgical robot market in China expected to exceed 70 billion yuan by 2030 [1]
Sensus Healthcare, Inc. (SRTS) Reports Q2 Loss, Misses Revenue Estimates
ZACKS· 2025-08-07 23:35
Company Performance - Sensus Healthcare, Inc. reported a quarterly loss of $0.06 per share, missing the Zacks Consensus Estimate of $0.01, and compared to earnings of $0.10 per share a year ago, representing an earnings surprise of -700.00% [1] - The company posted revenues of $7.32 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 16.88%, and down from $9.24 million year-over-year [2] - Over the last four quarters, Sensus Healthcare has surpassed consensus EPS estimates only once and has topped consensus revenue estimates three times [2] Stock Outlook - Sensus Healthcare shares have declined approximately 23% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.07 on revenues of $9.92 million, and for the current fiscal year, it is $0.11 on revenues of $41.95 million [7] - The estimate revisions trend for Sensus Healthcare was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Medical - Instruments industry, to which Sensus Healthcare belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, suggesting that the outlook for the industry can significantly impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]
Artivion (AORT) Tops Q2 Earnings and Revenue Estimates
ZACKS· 2025-08-07 23:06
Company Performance - Artivion reported quarterly earnings of $0.24 per share, exceeding the Zacks Consensus Estimate of $0.11 per share, and up from $0.07 per share a year ago, representing an earnings surprise of +118.18% [1] - The company posted revenues of $112.97 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.36%, compared to $98.02 million in the same quarter last year [2] - Over the last four quarters, Artivion has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance - Artivion shares have increased approximately 12.9% since the beginning of the year, outperforming the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $108.75 million, and for the current fiscal year, it is $0.48 on revenues of $429.25 million [7] Industry Outlook - The Medical - Instruments industry, to which Artivion belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of Artivion's stock may be influenced by the overall outlook for the industry, as research shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]
Globus Medical (GMED) Beats Q2 Earnings and Revenue Estimates
ZACKS· 2025-08-07 23:06
Company Performance - Globus Medical reported quarterly earnings of $0.86 per share, exceeding the Zacks Consensus Estimate of $0.76 per share, and up from $0.75 per share a year ago, representing an earnings surprise of +13.16% [1] - The company posted revenues of $745.34 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.49%, and an increase from $629.69 million year-over-year [2] - Over the last four quarters, Globus Medical has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Stock Performance and Outlook - Globus Medical shares have declined approximately 36.1% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $0.81 on revenues of $732.08 million, and for the current fiscal year, it is $3.17 on revenues of $2.84 billion [7] Industry Context - The Medical - Instruments industry, to which Globus Medical belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment [5]
Inogen(INGN) - 2025 Q2 - Earnings Call Transcript
2025-08-07 22:00
Financial Data and Key Metrics Changes - Total revenue for Q2 2025 was $92.3 million, an increase of 4% year-over-year, primarily driven by higher demand in business-to-business channels [17][18] - Adjusted EBITDA was $2.1 million in Q2 2025, compared to $1.3 million in the prior period, marking the second consecutive quarter of positive adjusted EBITDA [21][12] - GAAP net loss decreased to $4.2 million in Q2 2025 from a loss of $5.6 million in the prior period, with loss per diluted share improving to $0.15 from $0.24 [21] Business Line Data and Key Metrics Changes - Domestic business-to-business revenue increased by 19.3% to $25.4 million, while international business-to-business revenue rose by 17.7% to $35.9 million [17][18] - Direct-to-consumer sales decreased by 21.1% to $17.8 million, attributed to a smaller, more efficient team [18] - Rental revenue decreased by 8.6% to $13.1 million, primarily due to a higher mix of lower private payer reimbursement rates [19] Market Data and Key Metrics Changes - The company reported unit growth of 19% in overall unit volumes, driven by market conversion from portable oxygen tanks to portable oxygen concentrators [6] - The portable oxygen concentrators (POCs) are expected to increase from an estimated 23% to 58% of the total ambulatory market in the U.S. over the next five years [7] Company Strategy and Development Direction - The company focuses on increasing patient access, leveraging brand strength, and expanding its portfolio through new products and geographic reach [8] - The rollout of the Patient First initiative aims to strengthen direct-to-consumer sales and rental channels [9] - The introduction of VOXI5, a new stationary oxygen concentrator, is expected to enhance the product portfolio and improve access to therapy for long-term care patients [13][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to accelerate growth and enhance profitability, with expectations of achieving full-year adjusted EBITDA breakeven in 2025 [12][22] - The company remains focused on operational efficiency and optimizing performance across rental operations [10] - Management highlighted the importance of the VOXI5 launch in expanding the addressable market and driving future growth [30] Other Important Information - The company reported cash and cash equivalents of $123.7 million with no debt outstanding as of June 30, 2025 [21] - The company generated $4.4 million in operating cash flow in Q2 2025, reflecting a focus on working capital optimization [22] Q&A Session Summary Question: Initial demand for VOXI5 and revenue contribution - Management noted that initial demand for VOXI5 has been positive and is included in the guidance for the rest of the year, with a more significant impact expected in Q4 [28][30] Question: Updates on reimbursement for Cemiox - Management is working on generating health economic data and clinical data to support reimbursement, with trials ongoing internationally [31][32] Question: Guidance for the second half of the year - The company expects 7% growth at the midpoint for the second half, with mid single-digit growth in Q3 and low double-digit growth in Q4 [36][37] Question: Drivers behind profitability and cash flow - Management highlighted the focus on profitability, with positive adjusted EBITDA in the last two quarters and a strong cash position [39][42] Question: Pricing and gross margins for VOXI5 - Management refrained from providing specific gross margin expectations but indicated that VOXI5 would enhance profitability across various channels [47][48] Question: Connectivity features on products - Management confirmed that they are creating an ecosystem for connectivity, enhancing brand loyalty and value for both B2B customers and patients [52][53]