迪瑞医疗今年以来股价跌16.23%，近5个交易日跌4.87%，近20日跌2.95%，近60日跌10.79%。 资料显示，迪瑞医疗科技股份有限公司位于吉林省长春市高新技术产业开发区宜居路3333号，成立日期 1994年12月26日，上市日期2014年9月10日，公司主营业务涉及医疗检验仪器及配套试纸试剂的研发、 生产与销售。主营业务收入构成为：试剂57.13%，仪器42.24%，其他0.63%。 11月21日，迪瑞医疗盘中下跌2.04%，截至10:09，报13.47元/股，成交1507.91万元，换手率0.41%，总 市值36.73亿元。 资金流向方面，主力资金净流入40.73万元，大单买入115.14万元，占比7.64%，卖出74.41万元，占比 4.93%。 截至9月30日，迪瑞医疗股东户数1.68万，较上期减少6.48%；人均流通股16159股，较上期增加6.92%。 2025年1月-9月，迪瑞医疗实现营业收入4.69亿元，同比减少60.12%；归母净利润-8725.40万元，同比减 少145.31%。 分红方面，迪瑞医疗A股上市后累计派现9.23亿元。近三年，累计派现3.40亿元。 机构持仓方面，截止2 ...

格隆汇11月17日丨迪瑞医疗(300396.SZ)在互动平台表示，公司主营业务是医疗检验仪器及配套试纸试 剂的研发、生产、营销与服务。公司产品用于日常体检及病情辅助诊断，通过对人体尿液、血液等体液 的检验，为预防、治疗疾病提供身体指标参考信息。目前公司产品不出口日本。 ...

Core Viewpoint - The company, Di Rui Medical (300396.SZ), clarifies that its products do not involve innovative drugs and focuses on the research, production, marketing, and service of medical testing instruments and related test strips and reagents [1] Group 1 - The company's main business is centered around medical testing instruments and supporting test strips and reagents [1] - The products are utilized for routine health check-ups and auxiliary diagnosis of diseases [1] - The testing of bodily fluids such as urine and blood provides reference information for disease prevention and treatment [1]

Company Overview - Diyi Medical Technology Co., Ltd. is located in Changchun, Jilin Province, and was established on December 26, 1994. The company was listed on September 10, 2014. Its main business involves the research, production, and sales of medical testing instruments and related test paper reagents [1][2]. Financial Performance - As of June 30, 2025, Diyi Medical reported a revenue of 351 million yuan, a year-on-year decrease of 60.07%. The net profit attributable to shareholders was -28.31 million yuan, representing a year-on-year decline of 117.13% [2]. - The company has cumulatively distributed 923 million yuan in dividends since its A-share listing, with 340 million yuan distributed over the past three years [3]. Stock Performance - On October 27, Diyi Medical's stock price fell by 2.02%, trading at 13.60 yuan per share, with a total market capitalization of 3.709 billion yuan. The stock has decreased by 15.42% year-to-date, with a 2.03% increase over the last five trading days, a 1.73% decrease over the last 20 days, and a 7.48% decrease over the last 60 days [1]. - The number of shareholders as of June 30, 2025, was 18,000, an increase of 0.77% from the previous period, while the average circulating shares per person decreased by 0.77% to 15,114 shares [2]. Capital Flow - In terms of capital flow, there was a net outflow of 6.888 million yuan from major funds, with no significant purchases from large orders. The selling pressure included 2.6866 million yuan from large orders, accounting for 10.98% of the total [1].

Group 1 - As of July 28, 2025, the closing price of Dirui Medical (300396) was 14.64 yuan, down 0.41%, with a turnover rate of 1.72%, trading volume of 46,900 shares, and a transaction amount of 68.6996 million yuan [1] - The company has faced criticism from investors regarding its performance, with concerns raised about the management's effectiveness leading to losses over the past year [2] - The company’s main business involves the research, production, sales, and service of medical testing instruments and related reagents, and it is committed to addressing public health needs [2] Group 2 - On July 28, the capital flow for Dirui Medical indicated a net outflow of 9.0785 million yuan from major funds, while retail investors saw a net inflow of 7.3176 million yuan [3][4] - The company has not developed products for the detection of the Chikungunya virus, despite inquiries from investors regarding its potential contributions to current public health issues [2]

Core Viewpoint - The recent announcement by the U.S. government to impose "reciprocal tariffs" on Chinese goods has prompted a swift response from several medical device companies, which have indicated they have comprehensive plans and measures in place to address the situation. Despite the complex impacts on the supply chain, the long-term trend towards self-sufficiency and international expansion in the medical device sector remains optimistic [1][2][7]. Company Responses - Multiple medical device companies have reported minimal impact from the U.S. tariff policy, citing pre-existing contingency plans. For instance, Mindray Medical has proactively stocked products in the U.S. ahead of previous tariff increases, ensuring that current sales are unaffected by the new tariffs [2][8]. - Kaili Medical stated that the U.S. market contributes only 1%-2% to its revenue, and prior inventory preparations have mitigated the tariff impact. The company has a well-established overseas market presence [3][8]. - Dirui Medical anticipates that its direct exports to the U.S. will be around $150,000 in 2024, representing a negligible portion of its overall revenue. The company has also identified measures to minimize the tariff's effects [3]. - Leshi Medical indicated that the tariff impact is manageable, as its U.S. operations focus on digital chronic disease management solutions, which have established long-term customer relationships [3][8]. - Weili Medical reported that its exports to the U.S. account for about 15% of total revenue, with a stable business model due to long-term partnerships and necessary certifications [4]. Industry Trends - The Chinese medical device industry is experiencing a push towards domestic production and innovation, particularly in high-end medical imaging and core components, where reliance on imports has been significant. Recent advancements in domestic R&D are enabling some companies to gain competitive advantages [4][6]. - The Ministry of Commerce has initiated anti-dumping investigations into imported medical CT tubes, which may benefit domestic suppliers and manufacturers [5]. - The Chinese government continues to support the medical device sector, promoting high-quality development and encouraging companies to expand internationally. This includes backing for high-end medical devices and innovative technologies [6][7]. - Analysts suggest that despite the tariff challenges, there is a strong potential for domestic companies to increase market share and reduce reliance on imports, particularly in high-value consumables and in vitro diagnostics (IVD) sectors [7]. Long-term Outlook - The long-term export potential for Chinese medical device companies remains positive, with a focus on expanding into developing markets outside the U.S. Companies like Mindray Medical are looking to enhance their brand presence in these regions [8]. - Companies are diversifying their international strategies, with plans for local production and sales in emerging markets such as Mexico, which is expected to commence operations by early 2026 [8].