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稳健医疗上半年赚4.92亿元拟派2.62亿元 累计分红与回购超首发募资净额
Zheng Quan Ri Bao· 2025-08-22 05:41
Core Insights - The company reported a significant increase in revenue and profit for the first half of 2025, with total revenue reaching 5.296 billion yuan, a year-on-year growth of 31.31%, and a net profit attributable to shareholders of 492 million yuan, up 28.07% [2] - The medical segment showed strong performance, with revenue of 2.52 billion yuan, a 46.4% increase, and notable growth in high-end dressings and surgical consumables [2][3] - The consumer goods segment also experienced steady growth, with the brand "全棉时代" generating 2.75 billion yuan in revenue, a 20.3% increase, driven by strong online sales [3] Financial Performance - The company achieved a gross margin of 58.6% in the consumer goods segment, an increase of 1.7 percentage points, and an operating profit margin of 14%, up 1.2 percentage points [3] - The medical segment's operating profit margin improved to 8.6%, reflecting enhancements in product structure and operational efficiency [3] Shareholder Returns - The company has committed to shareholder returns, announcing a cash dividend of 4.5 yuan per 10 shares, totaling 262 million yuan, and cumulative cash dividends of 2.88 billion yuan since its listing [4] - The total amount returned to shareholders, including share buybacks, reached 3.57 billion yuan, exceeding the net proceeds from its initial public offering [4] Strategic Direction - The company plans to focus on product leadership and operational excellence, particularly in the medical segment, emphasizing surgical consumables and high-end dressings [5] - In the consumer goods segment, the brand "全棉时代" aims to enhance its market presence through a strategy centered on quality and comprehensive channel management [5]
国金证券给予稳健医疗买入评级:强品牌势能持续,双轮驱动H1高增
Mei Ri Jing Ji Xin Wen· 2025-08-22 04:31
国金证券8月22日发布研报称,给予稳健医疗(300888.SZ)买入评级。评级理由主要包括:1)消费品 板块品牌力持续提升,推动收入稳健增长;2)医疗板块内生外延并举,增长动能强劲;3)盈利水平稳 中有升,费用管控效果显现;4)双轮驱动战略持续推进。风险提示:市占率提升不及预期、多品类增 长不及预期、限售股解禁风险。 (文章来源:每日经济新闻) ...
机构风向标 | 稳健医疗(300888)2025年二季度已披露持股减少机构超10家
Sou Hu Cai Jing· 2025-08-22 00:04
Group 1 - The core viewpoint of the news is that Steady Medical (300888.SZ) has reported its semi-annual results for 2025, highlighting significant institutional ownership and changes in fund holdings [1] - As of August 21, 2025, 39 institutional investors hold a total of 456 million shares of Steady Medical, representing 78.28% of the company's total equity [1] - The top ten institutional investors collectively own 75.93% of the shares, with a slight decrease of 0.51 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 12 funds increased their holdings, with a total increase of 0.24%, while 8 funds decreased their holdings, accounting for a 0.13% decrease [2] - New public funds disclosed during this period total 12, while 37 funds were not disclosed compared to the previous quarter [2] - In the insurance capital sector, one insurance company reduced its holdings slightly, while one pension fund was not disclosed compared to the previous quarter [2] Group 3 - Foreign investment sentiment shows that one foreign fund, Hong Kong Central Clearing Limited, reduced its holdings slightly [3]
稳健医疗上半年净利4.92亿元,同比增长28.07%
Bei Jing Shang Bao· 2025-08-21 13:51
稳健医疗表示,公司拟向全体股东每10股派发现金股利4.5元(含税),合计派发现金股利2.62亿元(含 税)。 北京商报讯(记者 丁宁)8月21日晚间,稳健医疗(300888)披露2025年半年报显示,公司上半年实现 营业收入52.96亿元,同比增长31.31%;归属净利润4.92亿元,同比增长28.07%。 ...
稳健医疗(300888.SZ):上半年净利润4.92亿元 拟10派4.5元
Ge Long Hui A P P· 2025-08-21 12:42
格隆汇8月21日丨稳健医疗(300888.SZ)公布2025年半年度报告,上半年公司实现营业收入52.96亿元,同 比增长31.31%;归属于上市公司股东的净利润4.92亿元,同比增长28.07%;归属于上市公司股东的扣除 非经常性损益的净利润4.61亿元,同比增长40.90%;基本每股收益0.8449元;拟向全体股东每10股派发 现金红利4.50元(含税)。 ...
稳健医疗: 关于2025年半年度利润分配方案的公告
Zheng Quan Zhi Xing· 2025-08-21 12:18
Core Viewpoint - The company has announced a cash dividend distribution plan for the first half of 2025, reflecting its commitment to shareholder returns while ensuring sustainable business operations [1][2]. Group 1: Dividend Distribution Plan - The company will distribute a cash dividend of 4.50 yuan (including tax) for every 10 shares, totaling 262,048,413.60 yuan (including tax) [1]. - The cash dividend represents 53.26% of the net profit attributable to shareholders for the first half of 2025, which amounts to 491,998,009.07 yuan [1]. - The distribution plan was approved by the board of directors and does not require shareholder meeting approval [1][2]. Group 2: Financial Performance - For the first half of 2025, the company reported a net profit of 491,998,009.07 yuan, with the parent company net profit at 131,302,733.03 yuan [1]. - As of June 30, 2025, the company's undistributed profits amounted to 7,126,532,427.60 yuan on a consolidated basis [1]. Group 3: Compliance and Justification - The dividend distribution plan complies with relevant laws and regulations, including the Company Law and the company's articles of association [2]. - The plan is designed to allow all shareholders to share in the company's operational success while supporting future business development [2].
稳健医疗: 监事会决议公告
Zheng Quan Zhi Xing· 2025-08-21 12:18
Meeting Details - The fourth meeting of the Supervisory Board of the company was held on August 20, 2025, in a combination of in-person and communication methods [1] - The meeting was legally valid, with all procedures and attendance complying with relevant laws and regulations [1] Financial Report - The company's 2025 semi-annual report and summary were reviewed and confirmed to be accurate and complete, reflecting the actual situation without any false records or misleading statements [1] Profit Distribution Plan - The profit distribution plan for 2025 proposes a cash dividend of 4.50 yuan (including tax) for every 10 shares, totaling a cash dividend amount that accounts for 53.26% of the net profit attributable to shareholders [2] - The board has been authorized to adjust the specific plan for the 2025 mid-term profit distribution based on the company's operating conditions and reasonable returns to shareholders [2] Stock Incentive Plan Adjustment - The granting price for the stock incentive plan has been adjusted from 15.39 yuan per share to 14.69 yuan per share following the implementation of the equity distribution [2][3]
稳健医疗: 关于公司2024年限制性股票激励计划调整授予价格事项的法律意见书
Zheng Quan Zhi Xing· 2025-08-21 12:13
Core Viewpoint - The legal opinion letter from Beijing Zhonglun (Shenzhen) Law Firm confirms that the adjustments to the stock incentive plan of Shengjian Medical Supplies Co., Ltd. have received necessary approvals and comply with relevant laws and regulations [2][16]. Group 1: Legal Framework and Compliance - The law firm was commissioned to provide legal advice regarding the 2024 restricted stock incentive plan for Shengjian Medical [2]. - The legal opinion is based on various Chinese laws, including the Company Law and Securities Law, as well as regulations from the China Securities Regulatory Commission and the Shenzhen Stock Exchange [2][4]. - The law firm asserts that the company has provided complete and truthful documentation necessary for the issuance of the legal opinion [4][6]. Group 2: Adjustment of Stock Grant Price - The stock grant price for the incentive plan has been adjusted from 15.39 yuan per share to 14.69 yuan per share due to a cash dividend distribution [10][14]. - The adjustment method follows the formula: P = P0 - V, where P0 is the original grant price and V is the cash dividend per share [13][14]. - The company’s annual general meeting approved a cash dividend of 145,582,452 yuan, and the board of directors later approved a cash dividend of 262,048,413.60 yuan for the 2025 interim distribution [10][11]. Group 3: Information Disclosure Obligations - The company is required to timely disclose relevant documents related to the adjustments made to the stock incentive plan [14][16]. - The law firm emphasizes that the company must continue to fulfill its information disclosure obligations as the incentive plan progresses [14][16].
稳健医疗: 关于调整2024年限制性股票激励计划授予价格的公告
Zheng Quan Zhi Xing· 2025-08-21 12:13
Core Viewpoint - The company has adjusted the grant price of its 2024 restricted stock incentive plan due to the implementation of equity distribution, lowering the price from 15.39 CNY per share to 14.69 CNY per share [1][4]. Group 1: Approval Process - The company held the fourth board meeting and the fourth supervisory board meeting on August 20, 2025, where the adjustment of the grant price was approved [1]. - The supervisory board confirmed that the individuals included in the incentive plan met the necessary legal and regulatory conditions [2]. Group 2: Reasons for Price Adjustment - The adjustment was made following a cash dividend distribution totaling 145,582,452 CNY (including tax), with no capital reserve conversion or stock dividends [2][3]. - The company distributed a cash dividend of 6.50 CNY per 10 shares (including tax) for the year 2024, amounting to a total of 378,514,375.20 CNY (including tax) [3]. Group 3: Adjustment Methodology - The adjustment formula for the grant price is defined as P = P0 - V, where P0 is the original grant price, V is the dividend per share, and P is the adjusted grant price [3]. - The adjusted grant price calculation is as follows: 15.39 CNY - 0.25 CNY - 0.45 CNY = 14.69 CNY per share [4]. Group 4: Impact of Adjustment - The adjustment complies with relevant laws and regulations and will not materially affect the company's financial status or operational results [5]. - The adjustment has been authorized within the scope of the board's powers and does not require further shareholder approval [5]. Group 5: Legal Opinion - The legal opinion from Beijing Zhonglun (Shenzhen) Law Firm confirms that the adjustment of the grant price has obtained necessary approvals and complies with relevant regulations [5].
稳健医疗:上半年净利润同比增长28.07% 拟10派4.5元
Zheng Quan Shi Bao Wang· 2025-08-21 11:54
Core Insights - The company, Weigao Medical, reported a revenue of 5.296 billion yuan for the first half of 2025, marking a year-on-year growth of 31.31% [1] - The net profit attributable to shareholders reached 492 million yuan, reflecting a year-on-year increase of 28.07% [1] - The company proposed a cash dividend of 4.5 yuan per 10 shares (tax included) [1] Revenue Breakdown - The medical segment generated a revenue of 2.52 billion yuan, with a significant year-on-year growth of 46.4% [1] - In Q2 alone, the medical segment achieved a revenue of 1.26 billion yuan, also showing a year-on-year increase of 46.5% [1] - Revenue from surgical consumables, high-end dressings, and personal health products reached 740 million yuan, 480 million yuan, and 230 million yuan respectively, with year-on-year growth rates of 193.5%, 25.7%, and 26.9% [1] - Excluding GRI, the year-on-year growth for surgical consumables was 18.0% [1] All Cotton Era Performance - The All Cotton Era segment reported a revenue of 2.75 billion yuan, achieving a year-on-year growth of 20.3% [1] - The gross profit margin and operating profit margin have steadily improved [1]