体外诊断产线

Search documents
迈瑞医疗(300760):上半年国际收入占整体收入的比重进一步提升至约50%
Ge Long Hui· 2025-10-14 07:38
在国际形势日渐复杂的今天,作为从中国走出去的国际化企业之一,我们有足够的经验、能力和资源, 通过制定相应的应对措施,快速适应环境的变化,并且从变化中抓住潜在的机遇,这是一家成熟企业的 必备素质。 股价波动受到公司业绩、宏观经济、行业政策、市场情绪等诸多因素影响,非单一因素决 定。长期来看,二级市场的股价围绕企业真实价值上下做折返跑,股价最终反映的是企业未来的价值。 迈瑞有充足的信心能够把自身做好。我们也相信一家公司能够保持稳健的经营业绩、健康的盈利水平、 积极进取的企业文化,才能给投资人带来长远可观的投资收益,同时得到资本市场的认同。 格隆汇10月13日丨迈瑞医疗(300760)在投资者平台上表示,2025年上半年公司国际收入占公司整体收入 的比重进一步提升至约50%,其中国际体外诊断产线占国际收入的比重已提升至 29%,国际动物医疗、 微创外科等高潜力业务占国际收入的比重已提升至 12%。随着持续深入的本地化平台建设,未来几年 国际收入占整体的比重有望不断提升,其中发展中国家将维持快速增长的趋势,并且伴随更多的高端客 户突破,国际业务的盈利水平有望迎来稳步提升。 迈瑞一直以来都积极看好并持续深耕海外市场,长 ...
研报掘金丨西部证券:维持迈瑞医疗“增持”评级,公司保持业绩稳健增长
Ge Long Hui A P P· 2025-09-22 08:13
Group 1 - The core viewpoint of the article indicates that Mindray Medical's net profit attributable to shareholders for H1 2025 is 5.069 billion yuan, a year-on-year decrease of 32.96%, with Q2 net profit at 2.440 billion yuan, down 44.55% [1] - International business revenue for H1 2025 reached 8.332 billion yuan, showing a year-on-year growth of 5.39%, accounting for 49.76% of total revenue [1] - Domestic business revenue for H1 2025 was 8.411 billion yuan, reflecting a year-on-year decline of 33.37%, primarily due to the impact of last year's bidding decline and high revenue base from the previous year [1] Group 2 - The company has further consolidated its leading market share in the life information and support equipment sector, with a widening gap from competitors [1] - The business progress is in line with the company's expectations, and international business growth is anticipated to accelerate in H2 2025, particularly in the international in vitro diagnostics product line [1] - The company maintains steady performance growth and aims to share development results with investors, sustaining an "overweight" rating [1]