Main Business - The company's main products include safety infusion devices and blood purification equipment, with significant revenue declines in safety infusion single machines and blood purification single machines, down 39.59% and 100.00% respectively, while blood purification continuous machines saw substantial growth [2][5][6] - The first major customer accounted for a significant portion of annual sales, with the increase in transaction amount attributed to the growth in the blood purification product business and the overall industry [2][14] Supplier Information - The company sources all standard parts externally, with a mix of self-manufactured, custom procurement, and outsourced processing for non-standard components. The total procurement amount for 2024 was 23,959.42 million yuan, a decrease of 36.99% compared to the previous year [28][29] Inventory and Contract Liabilities - The company reported that the inventory of blood purification single machines remained unsold due to production cycle delays and customer facility issues, impacting revenue recognition [11][12] - The company maintains a production model based on order fulfillment, which has led to fluctuations in sales revenue for blood purification single machines [11][12] Accounts Receivable and Long-term Receivables - The company provided details on its top five customers, including transaction amounts and payment conditions, indicating a healthy receivables situation with good recovery rates [13][15] Goodwill Impairment - There were no indications of impairment for the company's assets, as the net realizable value of blood purification single machines exceeded their costs, negating the need for inventory write-downs [12][25] Construction in Progress - The company has invested in the development of its contact lens manufacturing subsidiary, with a focus on material research and production line construction, indicating a strategic expansion into the optical sector [3][24] Market Trends - The blood dialysis medical device market in China is projected to grow steadily, with a compound annual growth rate of 5.67% from 2019 to 2023, expected to reach 51.515 billion yuan by 2030 [6][14] - The company is also expanding into the contact lens market, which is anticipated to grow significantly, with the transparent and colored contact lens markets projected to reach 161 billion yuan and 183 billion yuan respectively by 2030 [18][20]

截至2025年一季报，共有5家机构持仓迈得医疗，其中基金3家、其他1家、社保1家，合计持股数 1528.35万股，持股市值1.79亿元。 6月3日，迈得医疗今日收盘14.61元，上涨1.67%，最新市净率3.09，创231天以来新低，总市值24.28亿 元。 来源：金融界 迈得医疗工业设备股份有限公司主营业务是医用耗材智能装备的研发、生产、销售和服务。公司的主要 产品包括安全输注类、血液净化类两大类设备。公司获得浙江省博士后工作站设站资格；参与浙江省生 产制造方式转型示范项目、浙江省"尖兵""领雁"研发攻关计划项目；被评为2022年国家知识产权优势企 业、2022年浙江省知识产权示范企业。 最新一期业绩显示，2025年一季报，公司实现营业收入4017.63万元，同比-45.87%；净利 润-10797370.24元，同比-202.70%，销售毛利率32.89%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)23迈得医疗-58.81-121.543.0924.28亿行业平均 60.0468.404.0660.15亿行业中值49.6747.733.0939.59亿1中船应急-1721.88894.172 ...

5月28日，迈得医疗今日收盘14.03元，上涨3.47%，最新市净率2.97，创156天以来新低，总市值23.32亿 元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)23迈得医疗-56.48-116.712.9723.32亿行业平均 60.6169.154.0960.44亿行业中值47.5448.103.0340.71亿1中船应急-1717.48891.892.9777.07亿2利和 兴-859.91653.675.5246.28亿3开勒股份-781.59-473.506.5249.86亿4卓兆点胶-615.22-116.094.1524.09亿5博 杰股份-576.62233.902.5552.05亿6花溪科技-537.261173.119.3718.33亿7至纯科技-462.82411.322.0297.06亿 8爱司凯-357.32-1038.006.5231.51亿9蓝英装备-276.43-331.928.1672.22亿10舜禹股 份-273.01156.831.4621.41亿11鸿铭股份-180.85-186.632.1518.23亿 来源：金融界 迈得医疗工业设备股份有限公司主营业 ...