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高视医疗收入结构持续优化 研发投入转化效率不断提升
Xin Lang Cai Jing· 2025-09-30 06:47
近日,高视医疗(02407.HK)发布了2025年中期报告。报告显示,2025年上半年公司实现营业收入6.53 亿元,同比增长1.7%;毛利3.16亿元,毛利率48.3%,提高了1.8个百分点;净利润3590万元,同比增长 33.5%。毛利率的改善以及净利润的大幅提升,得益于自有产品收入的增加及其对收入结构的持续优 化,背后是公司创新研发投入战略的长期执行。目前眼科医疗器械市场尤其是手术设备,国产品牌市场 占有率还非常低。虽然国产化、高端化是大势所趋,但仍然需要时间。这个过程中竞争优势的积累、护 城河的建立,需要清晰的战略布局、长期的不懈坚持以及实打实的投入。纵观高视医疗上市以来的研发 投入,呈现持续性增长且增幅扩大的趋势,随之而来的是自有设备及耗材产品的陆续获批上市,这也为 公司长期的竞争力提供了保障。 来源:市场资讯 研发投入不断增加,产品获批上市进入持续兑现期 (来源:智远资讯) 高视医疗上市以来,研发投入持续增长,从2022年的4109万元增至2024年的7842万元2025年上半年研发 投入4340万元,同比增长23.6%。与此同时,研发投入占自有产品收入的比例也从2022年13.3%增至 2025 ...
高视医疗(02407.HK)附属高视泰靓获得医疗器械质量管理体系国际认证证书
Ge Long Hui· 2025-09-29 13:54
此次认证全面覆盖了用于治疗白内障及老视患者的人工晶状体,及其配套的人工晶状体植入系统的设 计、开发、生产及销售全流程。 格隆汇9月29日丨 高视医疗(02407.HK)公告,公司附属公司高视泰靓医疗科技有限公司("高视泰靓")于 近日正式获得由DEKRA签发的符合ISO13485:2016/ENISO13485:2016医疗器械质量管理体系认证证书 (证书编号:6214501)。 本次重要资质的获得,显示了公司努力提高质量管理体系的决心,且标志着公司在医疗器械质量管理、 风险控制及合规运营领域已达到国际标准的实力,更为公司进一步开拓国际市场奠定了坚实基础。 DEKRA,成立于1925年,为一家全球领先的独立非上市专业检验检测认证机构,覆盖广阔的行业领 域。ISO13485是国际标准化组织("ISO")发布的医疗器械行业专用质量管理体系标准,聚焦"以患者为中 心"的风险管理与全流程质量控制,是全球医疗器械监管机构(如中国NMPA、欧盟CE、美国FDA等)认 可的核心合规性依据。通过该认证,意味着企业建立了覆盖设计开发、生产、检验、售后等产品全生命 周期的质量管理体系,确保产品符合法规要求并持续改进。 ...
高视医疗:高视泰靓获得医疗器械质量管理体系国际认证证书
Zhi Tong Cai Jing· 2025-09-29 13:50
ISO13485是国际标准化组织(ISO)发布的医疗器械行业专用质量管理体系标准,聚焦"以患者为中心"的 风险管理与全流程质量控制,是全球医疗器械监管机构(如中国NMPA、欧盟CE、美国FDA等)认可的核 心合规性依据。通过该认证,意味着企业建立了覆盖设计开发、生产、检验、售后等产品全生命周期的 质量管理体系,确保产品符合法规要求并持续改进。 本次重要资质的获得,显示了本公司努力提高质量管理体系的决心,且标志着本公司在医疗器械质量管 理、风险控制及合规运营领域已达到国际标准的实力,更为本公司进一步开拓国际市场奠定了坚实基 础。 DEKRA,成立于1925年,为一家全球领先的独立非上市专业检验检测认证机构,覆盖广阔的行业领 域。 高视医疗(02407)发布公告,本公司附属公司高视泰靓医疗科技有限公司(高视泰靓)于近日正式获得由 DEKRA签发的符合ISO13485:2016/EN ISO13485:2016医疗器械质量管理体系认证证书(证书编号: 6214501)。 此次认证全面覆盖了用于治疗白内障及老视患者的人工晶状体,及其配套的人工晶状体植入系统的设 计、开发、生产及销售全流程。 ...
高视医疗(02407):高视泰靓获得医疗器械质量管理体系国际认证证书
智通财经网· 2025-09-29 13:49
智通财经APP讯,高视医疗(02407)发布公告,本公司附属公司高视泰靓医疗科技有限公司(高视泰靓)于 近日正式获得由DEKRA签发的符合ISO 13485:2016/ EN ISO 13485:2016医疗器械质量管理体系认证证书 (证书编号:6214501)。 此次认证全面覆盖了用于治疗白内障及老视患者的人工晶状体,及其配套的人工晶状体植入系统的设 计、开发、生产及销售全流程。 ISO 13485是国际标准化组织(ISO)发布的医疗器械行业专用质量管理体系标准,聚焦"以患者为中心"的 风险管理与全流程质量控制,是全球医疗器械监管机构(如中国NMPA、欧盟CE、美国FDA等)认可的核 心合规性依据。通过该认证,意味着企业建立了覆盖设计开发、生产、检验、售后等产品全生命周期的 质量管理体系,确保产品符合法规要求并持续改进。 本次重要资质的获得,显示了本公司努力提高质量管理体系的决心,且标志着本公司在医疗器械质量管 理、风险控制及合规运营领域已达到国际标准的实力,更为本公司进一步开拓国际市场奠定了坚实基 础。 DEKRA,成立于1925年,为一家全球领先的独立非上市专业检验检测认证机构,覆盖广阔的行业领 域。 ...
爱博医疗股价跌5.02%,南方基金旗下1只基金重仓,持有213.12万股浮亏损失814.12万元
Xin Lang Cai Jing· 2025-09-23 06:06
截至发稿,王峥娇累计任职时间7年61天,现任基金资产总规模24.17亿元,任职期间最佳基金回报 77.66%, 任职期间最差基金回报-53.83%。 9月23日,爱博医疗跌5.02%,截至发稿,报72.28元/股,成交2.39亿元,换手率1.71%,总市值139.79亿 元。 数据显示,南方基金旗下1只基金重仓爱博医疗。南方医药保健灵活配置混合A(000452)二季度持有 股数213.12万股,与上期相比持股数量不变,占基金净值比例为6.07%,位居第二大重仓股。根据测 算,今日浮亏损失约814.12万元。 南方医药保健灵活配置混合A(000452)成立日期2014年1月23日,最新规模24.05亿。今年以来收益 50.93%,同类排名1016/8172;近一年收益57.98%,同类排名2533/7995;成立以来收益242.22%。 南方医药保健灵活配置混合A(000452)基金经理为王峥娇。 资料显示,爱博诺德(北京)医疗科技股份有限公司位于北京市昌平区科技园区兴昌路9号,成立日期 2010年4月21日,上市日期2020年7月29日,公司主营业务涉及眼科医疗器械的自主研发、生产、销售及 相关服务。主营业务 ...
爱博医疗股价跌5.02%,华宝基金旗下1只基金位居十大流通股东,持有441.69万股浮亏损失1687.25万元
Xin Lang Cai Jing· 2025-09-23 06:06
9月23日,爱博医疗跌5.02%,截至发稿,报72.28元/股,成交2.39亿元,换手率1.71%,总市值139.79亿 元。 资料显示,爱博诺德(北京)医疗科技股份有限公司位于北京市昌平区科技园区兴昌路9号,成立日期 2010年4月21日,上市日期2020年7月29日,公司主营业务涉及眼科医疗器械的自主研发、生产、销售及 相关服务。主营业务收入构成为:人工晶状体43.86%,隐形眼镜30.06%,角膜塑形镜15.14%,其他近 视防控6.01%,其他手术产品2.37%,其他视力保健1.62%,其他收入0.95%。 截至发稿,胡洁累计任职时间12年346天,现任基金资产总规模843.4亿元,任职期间最佳基金回报 168.39%, 任职期间最差基金回报-98.01%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 数据显示,华宝基金旗下1只基金位居爱博医疗十大流通股东。华宝中证医疗ETF(512170)二季度增 持23.18万股,持有股数441.69万 ...
昊海生科20250918
2025-09-18 14:41
Summary of Haohai Biology Conference Call Company Overview - **Company**: Haohai Biology - **Date**: September 18, 2025 Key Points Industry and Company Performance - **Revenue Decline**: Haohai Biology's revenue for the first half of 2025 decreased by 34% year-on-year, primarily due to changes in VAT policy affecting hyaluronic acid products, resulting in a profit reduction of approximately 30 million yuan [2][3] - **Overall Revenue**: The company achieved a revenue of 1.304 billion yuan in the first half of 2025, a year-on-year decline of 7% but a quarter-on-quarter increase of about 11% [3] - **Net Profit**: The net profit attributable to shareholders was 210 million yuan, down 10% year-on-year, but up 34% quarter-on-quarter [3] Business Segment Performance - **Aesthetic Medicine Segment**: - Revenue decreased by 9% year-on-year, with hyaluronic acid sales down 17% [2][4] - Human epidermal growth factor sales increased by 14% [2] - High-end hyaluronic acid product "Haimi" saw sales growth exceeding double digits, now accounting for over 40% of the segment [2][7] - **Ophthalmology Segment**: - Revenue decreased by 20% year-on-year, but sales of preloaded aspheric intraocular lenses increased by 74% [2][4] - High oxygen permeability orthokeratology lenses saw an 86% increase in sales [2][5] - **Surgical Segment**: - Revenue grew by 60%, with innovative hemostatic product "Kangrui Gel" contributing 44 million yuan [2][5] - New anti-adhesion surgical products performed well, achieving 40 million yuan in sales shortly after launch [2][24] Product Development and Market Strategy - **High-End Product Focus**: The company is focusing on exporting high-end products, with preparations for "Haimi" and "Haimi Yuebai" underway [10] - **New Product Lines**: The company is expanding its aesthetic medicine offerings, including dermal fillers and light therapy devices, with some products receiving FDA certification [11][12] - **Technological Advantages**: "Haimi" utilizes a unique cross-linking process for smooth injection, while "Haimi Yuebai" employs amino acid cross-linking for safety and effectiveness [9] Market Challenges and Responses - **Impact of VAT Policy**: The adjustment of VAT from 3% to 13% on hyaluronic acid and chitosan products is expected to impact profits throughout 2025, but no similar effects are anticipated in 2026 [2][5] - **Competitive Landscape**: The OK lens segment faced challenges due to competition from new products like defocus frame glasses, leading to a decline in sales [20][21] - **Price Pressure**: The company is increasing R&D investment in mid-to-high-end products to counteract potential price pressures from upcoming procurement policies [15] Future Outlook - **Performance Expectations**: The company remains optimistic about future growth despite current economic uncertainties, focusing on steady marketing efforts and product development [26] - **Market Share Potential**: The domestic multifocal intraocular lens market share is expected to increase due to price adjustments in procurement policies [16] Additional Insights - **Sales of Human Epidermal Growth Factor**: This product has seen significant growth due to its application in aesthetic medicine, with sales increasing since 2024 [13] - **Surgical Product Innovations**: The innovative hemostatic product "Kangrui Gel" has entered the Shanghai medical insurance directory, with plans to expand into other provinces [25] This summary encapsulates the key insights from Haohai Biology's conference call, highlighting the company's performance, strategic focus, and market challenges.
这家医美巨头创始人遭罚单!公司紧急撇清关系
Guo Ji Jin Rong Bao· 2025-09-18 03:44
就股权结构来看,蒋伟与配偶游捷共同为昊海生科实控人。截至2025年3月末,蒋伟持股28.53%,游捷持股17.29%,二人合计控制45.82%股权。 公司紧急澄清,处罚主体仅为蒋伟个人,所涉事项与公司无关。蒋伟不参与公司日常经营管理,该事项不会对公司经营、业务及财务造成重大影响。 昊海生科是国内知名玻尿酸生产商,业务覆盖医美、眼科、骨科及止血防粘连四大领域,与华熙生物、爱美客并称中国"玻尿酸三巨头"。 按产品分类,2024年,公司来自医美业务的收入占比44.30%,眼科产品占31.79%,骨科产品占比16.92%。其中,眼科业务受人工晶状体带量采购影响, 2024年收入下降7.6%至8.58亿元。 2025年上半年,公司营收和净利出现同步下滑,其中,实现营业收入为13.04亿元,同比下降7.12%,净利润2.11亿元,同比下降10.29%。 据悉,该处罚源于今年5月8日蒋伟因涉嫌内幕交易被证监会立案调查的事件。 张力制图 9月16日晚间,上海昊海生物科技股份有限公司(688366.SH,下称"昊海生科")发布公告称,公司控股股东、实际控制人之一蒋伟于近日收到中国证监会 出具的《行政处罚事先告知书》。 ...
爱博医疗(688050):高端晶体和软镜快速放量,产品管线持续推进
NORTHEAST SECURITIES· 2025-09-16 07:46
Investment Rating - The report assigns a "Buy" rating to the company [1][4][6] Core Views - The company reported a revenue of 787 million yuan in H1 2025, representing a year-on-year increase of 14.72%, and a net profit attributable to shareholders of 213 million yuan, up by 2.53% [1] - The growth in high-end crystals and soft lenses is accelerating, with a strong product pipeline continuing to advance [1][3] - The company is positioned as a leading domestic ophthalmic consumables manufacturer, benefiting from rapid growth in high-end consumables and capacity expansion in soft lenses [4] Financial Performance Summary - Revenue and Profit: In H1 2025, the company achieved a revenue of 787 million yuan (+14.72%) and a net profit of 213 million yuan (+2.53%) [1] - Gross Margin: The gross margin for H1 2025 was 65.25%, reflecting a decrease of 3.98 percentage points due to the dilution from the colored lens business [2] - Profitability Metrics: The net profit margin was 26.30% (-2.75 percentage points), and the attributable net profit margin was 27.11% (-3.22 percentage points) [2] Business Segments Performance - Artificial Lens: Revenue from the artificial lens business was 345 million yuan (+8.23%) with a gross margin of 86.42% [3] - Orthokeratology Lens: Revenue from orthokeratology lenses was 119 million yuan (+5.63%) with a gross margin of 84.76% [3] - Other Myopia Control Products: Revenue from other myopia control products was 47 million yuan (+15.58%) with a gross margin of 69.65% [3] - Contact Lens: Revenue from contact lenses was 236 million yuan (+28.89%) with a gross margin of 27.76% [3] Product Pipeline and R&D - The company has received approvals for several products, including the "Long Crystal" artificial lens and silicone hydrogel soft lenses [4] - Ongoing R&D includes EDoF artificial lenses and various types of hyaluronic acid for filling, with several products in clinical trials [4] Earnings Forecast and Valuation - The company is expected to generate revenues of 1.738 billion yuan, 2.229 billion yuan, and 2.751 billion yuan for the years 2025, 2026, and 2027, respectively [4] - Projected net profits for the same years are 454 million yuan, 574 million yuan, and 720 million yuan [4] - Corresponding P/E ratios for 2025, 2026, and 2027 are estimated at 33X, 26X, and 21X, respectively [4]
爱博医疗(688050):25Q2环比改善,隐形眼镜良率提升,高端新品放量可期
GOLDEN SUN SECURITIES· 2025-09-10 12:01
Investment Rating - The investment rating for the company is "Buy" [5] Core Views - The company reported a steady growth in revenue and profit in Q2 2025, with a revenue of 430 million yuan, up 14.44% year-on-year, and a net profit of 121 million yuan, up 14.85% year-on-year [1][2] - The company is experiencing improvements in the yield of contact lenses and is expected to see a ramp-up in high-end new products [2] - The gross margin decreased to 65.80% in Q2 2025, primarily due to the impact of centralized procurement policies and an increase in the proportion of low-margin contact lens products [2] Financial Performance - For H1 2025, the company achieved a revenue of 787 million yuan, a year-on-year increase of 14.72%, and a net profit of 213 million yuan, a year-on-year increase of 2.53% [1] - The revenue breakdown for H1 2025 includes contact lenses at 236 million yuan (up 28.89%), intraocular lenses at 345 million yuan (up 8.23%), and orthokeratology lenses at 119 million yuan (up 5.63%) [2] - The company’s domestic revenue reached 744 million yuan (up 12.37%), while overseas revenue surged to 43 million yuan (up 80.10%) [3] Market Position and Strategy - The company is enhancing its domestic sales channels and steadily advancing its overseas market layout, with a sales network covering over 6000 hospitals and vision centers across 31 provinces and municipalities in China [3] - The company has established a global sales network, exporting products to over 30 countries, including Germany, France, and the UK [3] - The company’s high-end products, such as the "All-View" multifocal intraocular lenses, are gaining rapid market acceptance, contributing to the growth of its product mix [2] Earnings Forecast - The company is projected to achieve revenues of 1.683 billion yuan, 2.112 billion yuan, and 2.662 billion yuan for the years 2025, 2026, and 2027, respectively, with year-on-year growth rates of 19.4%, 25.5%, and 26.1% [4] - The forecasted net profits for the same years are 445 million yuan, 545 million yuan, and 667 million yuan, with growth rates of 14.7%, 22.4%, and 22.4% [4]