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联影医疗(688271)2025年中报点评:海外快速增长 国内市场份额稳步提升
Xin Lang Cai Jing· 2025-09-16 00:36
事项: 风险提示:1、国内医疗设备集采风险;2、海外拓展受地缘政治因素影响;3、高端产品研发/推广不及 预期;4、设备更新政策落地不及预期。 国内核心产品线市占率持续提升,光子计数CT 获批。随着国内医疗设备更新政策逐步落地及招采需求 稳步复苏,公司2025 年上半年实现国内市场收入48.73 亿元(+10.74%)。凭借产品与技术优势,公司 医学影像与放射治疗设备综合市场占有率同比提升3.4 个百分点,位列行业第二。分产品线看,MR 业 务收入19.68 亿元(+16.81%),市场份额持续提升;CT 业务收入15.15 亿元,全球首创双宽体双源CT 系统uCT SiriuX 进入NMPA 创新医疗器械特别审查程序,国产首款光子计数能谱CT uCT Ultima 获批上 市,高端产品布局持续突破;MI 业务收入8.41 亿元(+13.15%),PET/CT 产品线中国市场占有率连续 十年保持第一;RT 业务收入2.42 亿元,中国市场占有率同比大幅提升近18个百分点;DSA 业务中国市 场占有率同比提升超5 个百分点。 服务业务增长强劲,高毛利业务占比提升。2025H1,公司服务业务收入达8.16亿元(+3 ...
联影医疗(688271):国内业务回暖,创新产品持续突破
Hua Yuan Zheng Quan· 2025-09-04 06:03
Investment Rating - The investment rating for the company is "Buy" (maintained) due to the recovery of domestic business and continuous breakthroughs in innovative products [5]. Core Views - The company reported a revenue of 6.016 billion yuan for the first half of 2025, representing a year-on-year increase of 12.79%, and a net profit attributable to shareholders of 999.8 million yuan, up 5.03% year-on-year [7]. - The domestic revenue reached 4.873 billion yuan, with a year-on-year growth of 10.74%, while overseas revenue was 1.142 billion yuan, growing by 22.48% year-on-year [7]. - The overall gross margin for the first half of 2025 was 47.93%, a decrease of 2.44 percentage points year-on-year, with service business gross margin remaining above 60% [7]. - The company is expected to achieve revenues of 12.604 billion yuan, 15.157 billion yuan, and 18.224 billion yuan for 2025, 2026, and 2027 respectively, with corresponding year-on-year growth rates of 22.37%, 20.25%, and 20.24% [6][7]. Financial Performance Summary - For 2025, the company is projected to have a net profit attributable to shareholders of 1.871 billion yuan, with a year-on-year growth of 48.26% [6]. - The earnings per share (EPS) for 2025 is estimated at 2.27 yuan, with a projected price-to-earnings (P/E) ratio of 65.57 [6][9]. - The company’s total market capitalization is approximately 122.67 billion yuan, with a closing price of 148.84 yuan [3].
前瞻全球产业早报:深圳首家市内免税店正式开业
Qian Zhan Wang· 2025-08-27 11:54
Group 1: Artificial Intelligence Development - The State Council has issued opinions on the deep implementation of the "Artificial Intelligence +" initiative, aiming for AI to be widely integrated into six key areas by 2027, with a target application penetration rate of over 70% for new intelligent terminals and agents [2] - By 2030, AI is expected to fully empower high-quality development, with application penetration exceeding 90%, making the intelligent economy a significant growth driver for China's economy [2] - By 2035, China aims to enter a new stage of intelligent economy and society development, providing strong support for the realization of socialist modernization [2] Group 2: Energy Sector Participation - In the first half of the year, 10 private enterprises participated in five nuclear power projects, each holding over 10% of the shares, with the highest at 20% [3] - Private enterprises account for over 85% of the power facility construction sector, with an annual growth rate exceeding 15% [3] - The involvement of private enterprises in the energy sector's major technology equipment development projects has been significant, with half of the first four batches including private participation [3] Group 3: Technology and Innovation - The Ministry of Industry and Information Technology is set to issue the second batch of millimeter-wave private network frequency licenses, with more companies expected to receive licenses covering various verticals [4] - The first commercial operating system with a 6.6 kernel, "Yinhe Qilin V11," has been launched, achieving compatibility with major domestic CPUs and GPUs [5] - The world's first successful transplantation of gene-edited pig lungs into a human body has been reported by a Chinese research team, marking a significant milestone in the field [5] Group 4: Market Developments - Shenzhen has opened its first city duty-free shop, developed by a collaboration of several groups [6] - Alibaba Cloud has announced a reduction in the pricing of context caching for certain models, adjusting the cost of cached tokens to 20% of the previous input token price [7] - China Evergrande has officially delisted from the Hong Kong Stock Exchange, effective from August 25 [8] Group 5: Automotive Industry Changes - Nissan has announced the cessation of production for the R35 GT-R model, with a total production of approximately 48,000 units over its 18-year lifecycle [13] - German automaker Opel has abandoned its previous electric vehicle strategy, extending the supply time for fuel models due to customer demand [14]
马斯克起诉苹果与OpenAI|首席资讯日报
首席商业评论· 2025-08-27 05:28
Group 1 - A former executive from Kuaishou was involved in a corruption case, illegally embezzling 140 million yuan, which was intended as rewards for service providers and operators [2] - Anta and Li Ning responded to rumors regarding the acquisition of Puma, with Anta declining to comment and Li Ning denying any substantial negotiations [4] - Capgemini announced the acquisition of Cloud4C, a hybrid cloud platform service provider, with the financial terms undisclosed [5] Group 2 - The new generation of the Chinese operating system, Galaxy Kirin V11, was launched, featuring significant improvements in user experience, security, and ecosystem compatibility, with over 16 million deployments [6] - Cathay Pacific reported a 27% year-on-year increase in passenger volume for the first seven months of 2025, with a 24% increase in July alone [8] - Huawei and SAIC unveiled the first model of their car under the HarmonyOS system, the Shangjie H5, with a starting price of 169,800 yuan and impressive range capabilities [9] Group 3 - The first photon counting spectral CT developed by United Imaging Healthcare received approval for market launch, marking a significant advancement in China's medical technology sector [10] - Nvidia announced the mass production of its new system-on-chip, Thor, designed for robotics and autonomous driving, boasting a 7.5 times increase in computing power compared to its predecessor [11] - Google is negotiating with Fox regarding content partnership renewal, warning that Fox channels may be removed from YouTube TV if an agreement is not reached by the deadline [12]
中国成功发射卫星互联网低轨卫星;现代汽车集团将在美国建设一个年产能为30000台的先进机器人工厂丨智能制造日报
创业邦· 2025-08-27 03:24
1. 【中国首款光子计数能谱CT获批上市】8月26日消息,据国家药监局官网8月26日消息,由联影医疗自 主研发的中国首款光子计数能谱CT uCT Ultima正式获得国家药品监督管理局(NMPA)批准上市。这是 我国在医疗科技领域实现的又一重大突破,也是我国"十四五"科技部"诊疗装备与生物医用材料"重点专 项"光子计数能谱CT研发"项目取得的重大进展。至此,联影医疗成为全球范围内,首家成功实现光子计 数能谱CT商业化的中国企业。( 科创板日报) 2. 【中国自主研制超大型耙吸挖泥船将下水】8月26日消息,经过3年多研制,今天(8月26日)中午,我 国自主设计研发建造的两艘超大型耙吸挖泥船将在江苏启东下水。挖泥船也叫疏浚船,常用于港口清 淤、航道挖掘、填海造陆等作业。(央视新闻) 3. 【中国成功发射卫星互联网低轨卫星】8月26日消息,8月26日3时8分,中国在海南商业航天发射场使 用长征八号甲运载火箭,成功将卫星互联网低轨10组卫星发射升空,卫星顺利进入预定轨道,发射任务 获得圆满成功。(澎湃新闻) 更多创投报告、数据分析,可点击睿兽分析小程序查看⬇️ 此外,如果您还想 查公司、找项目、看行业,深入了解人形机 ...
上证早知道|事关人工智能,重要文件印发!暑期档观影人次,破3亿!八月游戏版号数量,创新高
今日导读 ·国务院日前印发《关于深入实施"人工智能+"行动的意见》(下称《意见》),为人工智能技术从试验 探索迈向价值创造按下"加速键"。 ·据灯塔专业版,截至8月26日16时49分,2025年暑期档(6-8月)总观影人次(含预售)已突破3亿,超 过2024年暑期档最终观影人次(2.85亿)。 ·国家新闻出版署官网于近日正式公布2025年8月游戏版号审批结果,共166款国产网络游戏和7款进口网 络游戏获批,单月总量达173款,刷新年内新高。 上证精选 ·国务院日前印发《关于深入实施"人工智能+"行动的意见》(下称《意见》),为人工智能技术从试验 探索迈向价值创造按下"加速键"。这份涵盖发展目标、重点行动与基础支撑的顶层设计文件,将推动全 社会深刻认识人工智能对生产力的革命性影响,全面推进人工智能科技创新、产业发展和赋能应用,为 加快培育发展新质生产力、推动高质量发展提供新动能。 ·据灯塔专业版,截至8月26日16时49分,2025年暑期档(6-8月)总观影人次(含预售)已突破3亿,超 过2024年暑期档最终观影人次(2.85亿)。 ·8月25日,国务院国资委党委召开扩大会议。会议强调,国资央企要进一步深化产业 ...
联影医疗(688271.SH):自研的中国首款光子计数能谱CT取得医疗器械注册证
智通财经网· 2025-08-26 16:53
智通财经APP讯,联影医疗(688271.SH)公告,公司于2025年8月25日收到了国家药品监督管理局颁发的 一项关于光子计数能谱CT的《医疗器械注册证》。 据悉,本次获得《医疗器械注册证》的光子计数能谱CT,是由公司自主研发的中国首款光子计数能谱 CT uCT Ultima,这是我国在医疗科技领域实现的又一重大突破,也是我国"十四五"国家重点研发计划 重点专项"光子计数能谱CT研发"项目取得的重大进展。至此,公司成为全球范围内,首家成功实现光 子计数能谱CT商业化的中国企业。 ...
联影医疗: 联影医疗关于取得光子计数能谱CT医疗器械注册证的自愿性信息披露公告
Zheng Quan Zhi Xing· 2025-08-26 16:35
Core Viewpoint - Shanghai United Imaging Healthcare Co., Ltd. has received a medical device registration certificate for its photon-counting spectral CT, marking a significant breakthrough in China's medical technology sector and making it the first Chinese company to commercialize this technology globally [1][2]. Group 1: Product Development and Innovation - The photon-counting spectral CT, named uCT Ultima, is the first of its kind developed in China, representing a major advancement in the "14th Five-Year Plan" national key research and development project [1][2]. - The company has collaborated with several institutions, including Fudan University Zhongshan Hospital and Shanghai Jiao Tong University School of Medicine, to leverage their strengths in machine development, clinical application, and testing for the photon-counting spectral CT [2]. Group 2: Market Presence and Regulatory Approvals - The company has registered its products in over 80 countries and regions globally, with more than 140 products approved for market, including 53 that received FDA 510(k) certification and 57 that obtained EU CE marking [3]. - Recent flagship products include the uMR Ultra MRI system, the uCT SiriuX dual-source CT system, and the uAngio AVIVA zero-noise DSA system, which have set new standards in their respective categories [3]. Group 3: Strategic Impact - The acquisition of the medical device registration certificate will enhance the company's product variety, catering to diverse clinical needs and strengthening its core competitiveness [4].
联影医疗:光子计数能谱CT医疗器械注册证取得
Xin Lang Cai Jing· 2025-08-26 11:21
联影医疗公告,公司于2025年8月25日收到国家药品监督管理局颁发的关于光子计数能谱CT的《医疗器 械注册证》。该注册证的有效期至2030年8月24日。此次获得注册证的产品是公司自主研发的中国首款 光子计数能谱CT uCT Ultima,这标志着公司在医疗科技领域取得重大突破,成为全球首家成功实现光 子计数能谱CT商业化的中国企业。 ...
联影医疗:公司自主研发光子计数能谱CT获批上市
Group 1 - The core viewpoint is that Shanghai United Imaging Healthcare Co., Ltd. has received approval from the National Medical Products Administration (NMPA) for its photon-counting spectral CT, marking a significant breakthrough in China's medical technology sector and a major advancement in the "14th Five-Year Plan" key research and development project [1][2] - The photon-counting spectral CT has been installed in Fudan University Zhongshan Hospital and Shanghai Jiao Tong University School of Medicine Ruijin Hospital for clinical medical research [1] - Compared to traditional CT, the new technology features a reduction in detector pixel area to 1/9 of its original size, allowing for the visualization of finer pathological structures while maintaining image quality through innovative correction and reconstruction algorithms [1][2] Group 2 - The photon-counting spectral CT technology is recognized as a revolutionary direction for next-generation CT technology, with United Imaging leading the "14th Five-Year Plan" key research and development project in collaboration with various hospitals and institutions [2] - The company has made significant breakthroughs in core areas such as system design, algorithm innovation, and spectral applications, supported by its strong technical foundation and continuous investment in innovation [2] - The new CT technology significantly reduces radiation doses by 60% to 70%, and in some organs, it can lower the dose by 80% to 90%, enhancing patient safety during scans [1]