来源：新浪证券-红岸工作室 12月26日，瑞迈特跌0.97%，成交额4718.38万元，换手率0.81%，总市值74.80亿元。 资金分析 今日主力净流入-108.49万，占比0.02%，行业排名58/133，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-6.04亿，当前无连续增减仓现象，主力趋势不明显。 异动分析 京津冀一体化+医疗器械概念+人民币贬值受益+机器人概念 1、公司办公地址：北京市丰台区丽泽路16号院4号楼北京汇亚大厦17层10号；主营业务：呼吸健康领域 医疗设备与耗材产品制造。 2、北京瑞迈特医疗科技股份有限公司的主营业务是呼吸健康领域医疗设备与耗材产品制造。公司的主 要产品是单水平睡眠呼吸机、双水平睡眠呼吸机、双水平肺病呼吸机、P5系列单水平睡眠呼吸机、全 脸面罩、鼻面罩、鼻垫式面罩、睡眠呼吸初筛仪、多导睡眠呼吸监测仪等。 3、根据2024年年报，公司海外营收占比为64.21%，受益于人民币贬值。 4、根据2025年3月31日投资者关系记录表：德达兴驱动是公司投资的优质企业，公司直接持有 14.28% 股权。德达兴驱动是国内领先的精密电机及微特电机产品与解决方案提供商，专注 ...

Core Viewpoint - Beijing Ruimait Medical Technology Co., Ltd. is experiencing positive market movement, with a recent stock increase of 1.49% and a total market capitalization of 8.673 billion yuan, driven by its focus on respiratory health medical devices and favorable currency conditions [1][2]. Company Overview - The company specializes in manufacturing medical devices and consumables in the respiratory health sector, including various types of sleep apnea machines and monitoring devices [2][7]. - As of September 30, the company reported a revenue of 808 million yuan for the first nine months of 2025, reflecting a year-on-year growth of 34.24%, and a net profit of 180 million yuan, up 43.87% [8]. Financial Performance - The overseas revenue contribution is significant, accounting for 64.21% of total revenue, benefiting from the depreciation of the yuan [3]. - The company has distributed a total of 228 million yuan in dividends since its A-share listing [8]. Shareholder and Market Activity - As of September 30, the number of shareholders increased by 16.36% to 7,971, while the average circulating shares per person decreased by 14.20% [8]. - The stock has seen a net inflow of 2.0224 million yuan from major investors, indicating a growing interest in the stock despite a lack of clear trends in major fund movements [4][5]. Technical Analysis - The average trading cost of the stock is 88.45 yuan, with current price action suggesting a trading range between resistance at 97.44 yuan and support at 95.40 yuan, indicating potential for short-term trading strategies [6].

Core Viewpoint - Beijing Ruimait Medical Technology Co., Ltd. is experiencing a decline in stock price, with a drop of 2.36% on November 13, resulting in a market capitalization of 7.437 billion yuan and a trading volume of 123 million yuan [1]. Company Overview - The company specializes in the manufacturing of medical devices and consumables in the field of respiratory health, including various types of sleep apnea machines and monitoring devices [2][7]. - As of September 30, the company reported a revenue of 808 million yuan for the first nine months of 2025, representing a year-on-year growth of 34.24%, and a net profit of 180 million yuan, up 43.87% year-on-year [8]. Financial Performance - The company's overseas revenue accounts for 64.21% of total revenue, benefiting from the depreciation of the RMB [3]. - The main business revenue composition includes 64.19% from home respiratory therapy products, 32.67% from consumables, and 3.05% from medical products [7]. Shareholder and Market Activity - As of September 30, the number of shareholders increased by 16.36% to 7,971, while the average circulating shares per person decreased by 14.20% to 7,080 shares [8]. - The stock has seen a net outflow of 11.24 million yuan from major investors, indicating a lack of strong control over the stock by major players [4][5]. Investment and Partnerships - The company holds a 14.28% stake in Deda Xingshu, a leading domestic provider of precision motors and solutions, which is involved in AI, robotics, and medical applications [3].

Core Viewpoint - Beijing Ruimait Medical Technology Co., Ltd. is experiencing a decline in stock price, with a drop of 3.60% on October 27, resulting in a market capitalization of 7.638 billion yuan [1] Company Overview - The company specializes in manufacturing medical devices and consumables in the field of respiratory health, including various types of sleep apnea machines and monitoring devices [2][7] - Established on July 27, 2001, and listed on November 1, 2022, the company provides comprehensive treatment solutions for patients with obstructive sleep apnea syndrome (OSA) and chronic obstructive pulmonary disease (COPD) [7] Financial Performance - For the first half of 2025, the company achieved a revenue of 544 million yuan, representing a year-on-year growth of 42.30%, and a net profit attributable to shareholders of 131 million yuan, also up by 42.19% [8] - As of June 30, 2025, the company reported that 64.19% of its revenue came from home respiratory therapy products, 32.67% from consumables, and 3.05% from medical products [7] Market Position and Shareholder Information - The company has a significant overseas revenue contribution, accounting for 64.21% of total revenue, benefiting from the depreciation of the RMB [3] - As of June 30, 2025, the number of shareholders decreased by 24.87% to 6,850, while the average circulating shares per person increased by 33.11% to 8,251 shares [8] Investment and Partnerships - The company holds a 14.28% stake in Deda Xingshu, a leading domestic provider of precision motors and solutions, which focuses on applications in AI, robotics, and medical fields [3]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Ruimait Medical Technology Co., Ltd., particularly in the respiratory health medical device sector [1][2] - As of August 22, the company's stock closed at 96.48 yuan, down 2.89%, with a rolling PE ratio of 48.73 times and a total market capitalization of 8.645 billion yuan [1] - The average PE ratio for the medical device industry is 56.95 times, with a median of 40.49 times, placing Ruimait at the 86th position in the industry ranking [1][2] Group 2 - For the first quarter of 2025, the company reported revenue of 265 million yuan, representing a year-on-year increase of 38.11%, and a net profit of 71.93 million yuan, up 44.11% year-on-year, with a gross profit margin of 49.57% [2] - The company holds a total of 633 domestic patents, including 107 invention patents, 390 utility model patents, and 136 design patents, as well as 202 international patents [1] - The main products of the company include various types of sleep respiratory machines and monitoring devices, indicating a strong focus on innovation and product development in the respiratory health field [1]

Group 1 - The core business of the company is the manufacturing of medical devices and consumables in the respiratory health field, including various types of sleep breathing machines and monitoring devices [2] - As of March 31, 2025, the company had 9,118 shareholders, an increase of 1,481 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1] - The company's latest quarterly report for Q1 2025 shows a revenue of 265 million yuan, a year-on-year increase of 38.11%, and a net profit of 71.93 million yuan, a year-on-year increase of 44.11%, with a gross profit margin of 49.57% [2] Group 2 - The company's current rolling price-to-earnings (PE) ratio is 48.82, while the industry average PE ratio is 57.48, and the industry median is 40.95, placing the company at the 85th position in the industry ranking [1][3] - The company holds a total of 633 domestic patents, including 107 invention patents, 390 utility model patents, and 136 design patents, as well as 202 international patents [2]

Company Overview - Beijing Ruimait Medical Technology Co., Ltd. specializes in the manufacturing of medical devices and consumables in the respiratory health field, with key products including various types of sleep breathing machines and monitoring devices [2] - The company holds a total of 633 domestic patents, including 107 invention patents, 390 utility model patents, and 136 design patents, as well as 202 international patents across multiple countries [2] Financial Performance - For the first quarter of 2025, the company reported a revenue of 265 million yuan, representing a year-on-year increase of 38.11%, and a net profit of 71.93 million yuan, up 44.11% year-on-year, with a gross profit margin of 49.57% [2] Market Position - As of August 12, the company's stock closed at 97.77 yuan, up 6.63%, with a rolling price-to-earnings (PE) ratio of 49.38, marking a new low in 341 days, and a total market capitalization of 8.76 billion yuan [1] - In comparison to the industry, the average PE ratio for the medical device sector is 57.51, with a median of 41.25, placing Ruimait at the 84th position in the industry ranking [1][3] Shareholder Information - As of March 31, 2025, the number of shareholders for Ruimait reached 9,118, an increase of 1,481 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1]

Company Overview - Beijing Ruimait Medical Technology Co., Ltd. specializes in the manufacturing of medical devices and consumables in the respiratory health field [1] - The main products include various types of sleep breathing machines, masks, and monitoring devices [1] - The company holds a total of 633 domestic patents, including 107 invention patents and 390 utility model patents, as well as 202 international patents [1] Financial Performance - For Q1 2025, the company reported a revenue of 265 million yuan, representing a year-on-year increase of 38.11% [2] - The net profit for the same period was 71.93 million yuan, showing a year-on-year growth of 44.11% [2] - The gross profit margin stood at 49.57% [2] Market Position - As of August 6, the company's stock closed at 87.34 yuan, with a rolling price-to-earnings (PE) ratio of 44.11 times [1] - The average PE ratio in the medical device industry is 53.93 times, with a median of 37.81 times, placing Ruimait at the 83rd position in the industry ranking [1][2] - The total market capitalization of the company is 7.826 billion yuan [1]

Core Insights - The company, Ruimait, closed at 88.87 yuan on August 5, with a 1.55% increase, resulting in a rolling PE ratio of 44.89 times and a total market value of 7.963 billion yuan [1] - In the medical device industry, the average PE ratio is 54.24 times, with a median of 37.92 times, placing Ruimait at the 83rd position in the industry ranking [1] - The company experienced a net inflow of 6.937 million yuan in principal funds on August 5, although it has seen a total outflow of 28.488 million yuan over the past five days [1] Company Overview - Ruimait specializes in manufacturing medical devices and consumables in the field of respiratory health, with key products including various types of sleep breathing machines and monitoring devices [1] - The company holds a total of 633 domestic patents, including 107 invention patents, 390 utility model patents, and 136 design patents, along with 202 international patents [1] Financial Performance - In the first quarter of 2025, the company reported an operating income of 265 million yuan, reflecting a year-on-year increase of 38.11%, and a net profit of 71.9314 million yuan, up 44.11% year-on-year, with a gross profit margin of 49.57% [2] - The company's PE (TTM) is 44.89, while the industry average is 54.24, and the industry median is 37.92 [2]

Group 1 - The core business of the company is the manufacturing of medical devices and consumables in the respiratory health field, including various types of sleep breathing machines and monitoring devices [2] - As of March 31, 2025, the company had 9,118 shareholders, an increase of 1,481 from the previous count, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] - The latest quarterly report for Q1 2025 shows the company achieved a revenue of 265 million yuan, a year-on-year increase of 38.11%, and a net profit of 71.93 million yuan, a year-on-year increase of 44.11%, with a gross profit margin of 49.57% [2] Group 2 - The company's current rolling price-to-earnings (PE) ratio is 43.53, while the industry average PE ratio is 55.15, and the industry median is 37.48, placing the company at the 81st position in the industry ranking [1][3] - The company holds a total of 633 domestic patents, including 107 invention patents, 390 utility model patents, and 136 design patents, as well as 202 international patents [2]