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微创医疗(00853)下跌5.62%,报13.09元/股
Jin Rong Jie· 2025-08-08 07:58
截至2024年年报,微创医疗营业总收入74.12亿元、净利润-15.39亿元。 本文源自:金融界 作者:行情君 8月8日,微创医疗(00853)盘中下跌5.62%,截至15:28,报13.09元/股,成交5.06亿元。 微创医疗科学有限公司是一家跨国企业集团,专注于心血管、脑血管、神经系统、骨科学等多个领域的 创新医疗技术,致力于提供普惠化的医疗解决方案。公司在全球多个地区设有创新中心和生产基地,产 品已进入全球超过100个国家和地区,帮助挽救和延长生命。 ...
微创医疗(00853)下跌2.11%,报13.92元/股
Jin Rong Jie· 2025-08-01 03:06
截至2024年年报,微创医疗营业总收入74.12亿元、净利润-15.39亿元。 本文源自:金融界 作者:行情君 微创医疗科学有限公司是一家跨国企业集团,专注于心血管、脑血管、神经系统、骨科学等多个领域的 创新医疗技术,致力于提供普惠化的医疗解决方案。公司在全球多个地区设有创新中心和生产基地,产 品已进入全球超过100个国家和地区,帮助挽救和延长生命。 8月1日,微创医疗(00853)盘中下跌2.11%,截至10:53,报13.92元/股,成交6.04亿元。 ...
GE HealthCare Technologies (GEHC) - 2025 FY - Earnings Call Transcript
2025-05-28 15:00
Financial Data and Key Metrics Changes - In 2024, the company reported revenues of $19.7 billion, demonstrating robust margin expansion and earnings per share growth driven by a lean culture [14] - The company started 2025 with the highest backlog as an independent company, indicating strong momentum in orders and book-to-bill ratios [15] Business Line Data and Key Metrics Changes - The introduction of new products contributed to a three-year new product introduction vitality rate of approximately 50%, reflecting the impact of increased R&D commitment [15] - The company closed 50 strategic long-term enterprise deals globally in 2024, which provided future growth and recurring revenue [15][16] Market Data and Key Metrics Changes - Record double-digit orders growth was driven by strength in the U.S. market, particularly in imaging products focused on cardiology and oncology [17] - The company has a strong funnel of additional opportunities to offset the impact of tariffs, indicating resilience in a dynamic global trade environment [17] Company Strategy and Development Direction - The company is evolving from an imaging and critical care equipment provider to a healthcare solutions provider, focusing on co-creating holistic offerings that include technology, services, and solutions [14] - The disciplined M&A strategy is being executed to complement existing technologies and solutions, with recent acquisitions enhancing capabilities in AI-enabled imaging and radiopharmaceutical distribution [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence that the impact of tariffs will be lower in 2026 compared to 2025, as the company has time to address supply chain structures [46] - The company is focused on sourcing closer to customers and has a global footprint with 43 manufacturing sites across 17 countries, providing flexibility in navigating tariff structures [46] Other Important Information - The company reported a healthy margin and earnings per share performance in the first quarter of 2025, reflecting strong commercial execution [16] - The Board of Directors recommended against a stockholder proposal regarding executive compensation, indicating a commitment to aligning management pay with shareholder interests [37] Q&A Session Summary Question: How has the current administration and tariffs affected GE Healthcare? - The gross impact of tariffs was over $1 billion, which was mitigated down to approximately $50 million, with expectations for further reduction in impact [45][46] Question: Have the on-off tariffs from Washington had any material effect on your company? - The company has been able to navigate the situation effectively, focusing on sourcing and manufacturing strategies to mitigate tariff impacts [46]