医疗解决方案

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康160港股IPO:营收主要靠卖药但毛利极低拖垮利润水平 连续多年亏损
Xin Lang Zheng Quan· 2025-07-08 09:29
当健康160在2025年6月第三次向港交所递表时,这个覆盖4.46万家医疗机构、连接89万医护人员的"中 国最大数字医疗平台"或正陷入失衡游戏——表面是数字医疗的故事,里子或是低毛利卖药的生意,而 持续扩大的亏损与枯竭的现金流,更让这场IPO宛如刀锋行走。 模式失衡:医药电商化的利润困局 健康160的核心风险,在于其**"数字医疗外衣"与"医药批发内核"的错配**。尽管招股书强调其"领先的 数字医疗平台"属性,但业务实质暴露了结构性脆弱: 收入依赖低毛利批发:绝大部分收入来自医药健康用品销售,大比例营收面向企业客户的批发业务 (2024年上半年数据),薄利模式难抵成本波动;而高毛利的数字医疗解决方案收入占比萎缩较低,且 2024年上半年收入却同比下降。 造血能力衰竭:流量下滑与盈利迷途 用户活跃度持续恶化:尽管注册用户达5410万,但平均月活用户从2021年390万降至2024年300万,平台 吸引力减退;活跃医护资源利用率不足,导致数字医疗收入增长停滞。 公司三年半累计亏损4.6亿元,2024年上半年亏损扩大至8326万元。 健康160的IPO本质是一场与时间的赛跑:短期生死线:能否以"中国最大数字医疗平台 ...
A股十年变迁: 扬帆出海结硕果 中国智慧重塑全球产业新格局
Zheng Quan Shi Bao· 2025-06-26 17:49
在全球化进程加速与产业链重构的背景下,出海是企业提升竞争力和实现高质量发展的关键举措。近年 来,A股上市公司出海步伐显著加快。本文为《数说A股这十年》之出海篇,深入分析A股公司出海业 务的变化轨迹,并探讨其背后的原因和未来趋势。 中国品牌加速"走出去" 近年来,全球经贸格局经历深刻重构,国际产业链供应链面临重塑。在复杂多变的国际形势下,中国企 业的全球化步伐却愈加坚定。一批具有前瞻眼光的企业主动求变,破解文化鸿沟,开拓新的海外市场, 寻找新的增长空间,以更具韧性的姿态破浪前行。 据证券时报·数据宝统计,2024年有海外业务的A股上市公司数量超过3560家,数量占比达到66.37%, 两项数据均创历史新高。越来越多的上市公司积极融入全球市场,海外业务成为推动业绩增长的重要引 擎。2024年A股公司海外业务营收突破10万亿元,相比十年前增长2.8倍;2024年A股公司海外业务占总 营收的比例达到14.28%,创历史新高,与十年前相比,占比提升4.65个百分点。不仅如此,上市公司出 海业务毛利润也呈现大幅增长趋势,2024年海外业务毛利润达到1.63万亿元,相比十年前增长8.33倍; 海外业务毛利润占总体毛利润的比 ...
筑好“护城河”,长沙政协这场沙龙为大学生“双创”保驾护航
Chang Sha Wan Bao· 2025-06-24 13:33
活动由长沙市政协指导,市政协经科委、市知识产权局主办,市政协知识产权创新与保护委员工作室、湖南省知 识产权交易中心承办。 稿源:掌上长沙 2025-06-24 21:13 长沙晚报全媒体记者 唐朝昭 通讯员 苏烃 李丽莎 眼下,一场大学生创新创业的青春浪潮,正在三湘大地澎湃激荡。 知识产权作为连接技术与市场、打通创新链与产业链的桥梁纽带,对于创新创业的重要性不言而喻。 24日,一场聚焦"大学生创新创业与知识产权"的主题沙龙在长沙政协同心园举行。现场,市支持大学生创业工作 专班、市政协委员、行业专家、大学生创业孵化基地有关负责人以及在长创新创业代表等,分享创业实战经验, 为大学生创业团队答疑解惑,补齐创业青年在知识产权创造、运用、保护、管理中的短板,让知识产权更好守护 大学生创新创业"火种"。 "黑色经典"是长沙新消费品牌的代表之一。"创业就是一种生活打开方式。"现场,天心区政协委员、湖南伍爱创 意文化科技有限公司CEO卢路成从"黑色经典"品牌的创业历程出发,讲述了"产品+平台+生态"的创业模式,同大 学生创业者分享了新消费品牌打造的"秘籍"。 从高校到市场,知识产权专家现场支招 从"象牙塔"走上"竞技场",知 ...
GE HealthCare Technologies (GEHC) - 2025 FY - Earnings Call Transcript
2025-05-28 15:00
GE HealthCare Technologies (GEHC) FY 2025 Annual General Meeting May 28, 2025 10:00 AM ET Speaker0 At GE Healthcare, we believe the future of healthcare has no limits and that it will be defined not by how to treat an illness, but by how to treat the patient. The future of healthcare will combine AI with clinician expertise to create a cohesive view of each patient from millions of points of data. It will use advanced imaging to diagnose in minutes. It will make care more predictive and therapies more preci ...
IQVIA Earnings & Revenues Beat Estimates in Q1, Increase Y/Y
ZACKS· 2025-05-06 17:35
IQVIA Holdings Analytics Inc. (IQV) has reported impressive first-quarter 2025 results, wherein earnings and revenues beat the Zacks Consensus Estimate.Adjusted earnings were $2.70 per share, outpacing the Zacks Consensus Estimate by 2.7% and rising 6.3% on a year-over-year basis. Total revenues of $3.8 billion surpassed the consensus estimate by 1.6% and grew 2.5% from the year-ago quarter.The IQV stock has lost 33.5% over the past year compared with the 11.5% decline of the industry it belongs to and agai ...
东软集团:2024年主营业务净利润同比增长22.01%
Zhong Zheng Wang· 2025-04-29 11:16
Core Insights - Dongsoft Group reported a revenue of 11.56 billion yuan for 2024, marking a year-on-year growth of 9.64% and a net profit attributable to shareholders of 63.05 million yuan, with a significant increase in operating cash flow [1] - The company initiated major strategic transformations in 2024, focusing on intelligent solutions, data value realization, and service-oriented strategies, while continuing to emphasize innovation and globalization [1][3] Financial Performance - Revenue for 2024 reached 11.56 billion yuan, a 9.64% increase year-on-year [1] - Net profit attributable to shareholders was 63.05 million yuan, with a 22.01% growth in net profit from core business operations [1] - Operating cash flow net amount reached a record high of 855 million yuan [1] - The company proposed a cash dividend of 1.50 yuan per 10 shares (including tax) [1] Strategic Initiatives - Dongsoft Group is implementing significant changes across management platforms, R&D systems, software production, marketing, and talent leadership [1] - The company signed new contracts worth 678 million yuan in vertical AI applications and 233 million yuan in data value-related businesses, with a 207% year-on-year increase [1] - In the "AI + Healthcare" sector, contracts reached 488 million yuan, reflecting a 106% growth [1][2] Sector Development - The company is enhancing its core advantages in the "AI + Data" dual-driven health sector, with over 30 million-level healthcare project orders signed in 2024 [2] - Dongsoft has assisted 24 hospitals in achieving high-level ratings in national electronic medical record systems and provided services to over 50 medical community clients [2] - In the smart automotive connectivity sector, the company has secured orders from major domestic and international car manufacturers, with overall shipment volume increasing by over 30% [2] Future Outlook - For 2025, Dongsoft plans to further promote intelligent solutions, data value realization, and service-oriented strategies to enhance profitability and core competitiveness [3] - The company aims to unify solution development and market expansion management, focusing on customer value creation and timely market response [3] - Dongsoft intends to establish ecological collaboration with customers, partners, and cities, positioning itself as a designer and innovator of digital solutions [3]
大麦植发成功举办2025品牌战略发布会 AI驱动开启植发5.0新纪元 重塑行业格局
Jiang Nan Shi Bao· 2025-04-28 02:38
4月27日,大麦微针植发隆重举办品牌战略发布会,领航全球毛发医疗行业,正式开启 AI 植发为引擎 的植发5.0时代!发布会上,大麦微针植发凭借对新科技的深度探索与实践,不仅发布微针不剃发植 发、大麦开运眉两大战略项目,更以 AI 植发技术为核心,重塑行业标准,用前沿AI科技为万千发友带 来更高效、更精准的毛发解决方案,引领毛发医疗行业迈向智能化新征程。 在 "健康中国" 战略深化背景下,大麦微针植发品牌战略发布会成为毛发医疗年度焦点。2024 年 "亚洲 金毛囊奖" 得主刘清教授、王继萍教授等权威专家,磅策医疗创始人张兆东齐聚,美团、小红书、百度 等平台深度参与。此次发布会构建了完整生态闭环,为植发行业规范化、标准化、智能化发展指明方向 。 发布会现场,王宏伟先生郑重宣布:"大麦的微针 AI 植发机器人已取得国内认证,作为亚洲首个获批的 同类产品,标志着我国在AI植发科技领域的重大突破。同时,大麦微针植发作为全球首家推出 AI 植发 技术的连锁品牌,将以科技创新持续引领行业发展。" 这一重磅消息引发全场热烈掌声,彰显大麦微针 植发在毛发医疗科技领域的领先地位与行业影响力。 大麦率先打开植发行业5.0时代,智能 ...