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7家上市公司齐秀硬实力 北上协《股东来了》系列活动成功举办
Zheng Quan Ri Bao· 2025-06-25 11:42
Group 1: Investor Protection and Engagement - The Beijing Listed Companies Association (北上协) is actively promoting investor protection to enhance communication and cooperation between listed companies and investors, which is essential for the healthy development of the capital market [1][2] - The "Shareholders Come" series of activities, held from April 10 to June 24, involved over 400 industry analysts and institutional investors visiting seven listed companies, primarily focusing on private enterprises [1][2] Group 2: Company Highlights and Innovations - Beijing Yubang Electric Technology Co., Ltd. (煜邦电力) showcased its strong growth, achieving a revenue of 940 million yuan with a year-on-year increase of 67.35% and a net profit of 111 million yuan, reflecting a significant growth of 195.77% [3] - Innovent Biologics, Inc. (诺诚健华) is set to launch innovative treatments in the blood cancer field, with its new drug, Tanshizhuo Monoclonal Antibody, expected to be approved in May 2025 [3][4] - Sanwei Xinan Technology Co., Ltd. (三未信安) demonstrated its advancements in cryptography, showcasing a self-developed XS100 cryptographic chip and a series of quantum-resistant products [4] Group 3: Strategic Alignment and Future Prospects - Companies are aligning their strategies with national development goals, such as Beijing Zhongke Jincai Technology Co., Ltd. (中科金财), which is focusing on AI technology applications and data value extraction [6] - Beijing Jiexun Feihong Electric Co., Ltd. (佳讯飞鸿) is innovating in the ICT field, particularly in smart transportation and defense information systems [7] - Tianzhihang Medical Technology Co., Ltd. (天智航) introduced its orthopedic surgical robot, which is the first of its kind to cover major orthopedic procedures, showcasing its advanced capabilities [8] Group 4: Market Environment and Future Directions - The "14th Five-Year Plan" emphasizes the importance of investor protection, particularly for small and medium investors, as part of broader capital market reforms [9] - The North Association aims to enhance transparency and communication between listed companies and investors, fostering a more stable investment environment [10] - The initiative seeks to help investors understand the core competitiveness and industry prospects of companies, encouraging a long-term investment perspective [10]
智慧医疗照进现实 手术机器人焕然“医”新
Zheng Quan Ri Bao· 2025-05-23 15:50
本报记者 金婉霞 近年来,依托智能算法、5G等新兴技术,一场类似于"智能驾驶"式的行业变革,正在手术室内发生。 有的机器人在手术时仅需1厘米至2厘米的切口,而传统开腹手术则需切开10厘米以上;通过融合CT、PET等影像信息,有 的手术机器人可规划亚毫米级手术路径,误差控制在零点几毫米以内,尤其适用于脑深部电极植入、肿瘤切除等高精度手 术…… 从概念模型走向临床应用,手术机器人商业化的"步频"持续加快。智能信息产业咨询研究智库及管理平台IIM的行业报告 显示,我国手术机器人渗透率已从2020年的3.7%上升至2025年的11.2%,微创手术领域应用占比达68%。 "2021年以来,国产手术机器人产品加速获批,全面覆盖各细分赛道,国产化率超80%,供给端呈爆发式增长。"某券商分 析师表示,当前,行业已进入全面市场化发展阶段,2025年至2026年将是许多公司的重要盈利时点。 机器"导航": 市场有望破百亿元大关 手术机器人到底怎么用?在位于上海张江的直观复星医疗器械技术(上海)有限公司内,《证券日报》记者在一间教研室 中"模拟"医生尝试性操作了全球第一台腹腔镜手术机器人达芬奇的样机。记者在教研室中看到,手术机器人 ...
天智航: 2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-05-14 13:40
Core Points - The annual general meeting of Beijing Tianzhihang Medical Technology Co., Ltd. is scheduled for May 20, 2025, at 10:00 AM, combining on-site and online voting methods [4][5][12] - The company reported a net profit of -121.13 million yuan for 2024, with no distributable profits available [10][11] - The company plans to issue shares to specific targets, with a total financing amount not exceeding 1 billion yuan [12][13] Meeting Procedures - Attendees must confirm their identity upon arrival, and the meeting will follow a predetermined agenda for discussion and voting [2][3] - Shareholders have the right to speak, inquire, and vote, but must adhere to time limits and order during discussions [2][3] - The meeting will be witnessed by a legal representative from a law firm, ensuring compliance with legal standards [3][4] Financial Performance - The company achieved a total revenue of 178.84 million yuan in 2024, with significant contributions from orthopedic surgical robots and related services [15][16] - The sales of consumables increased by 55.27% from 33.88 million yuan in 2023 to 52.60 million yuan in 2024 [15][16] - The company has conducted over 39,000 surgeries using its orthopedic surgical robots in 2024, with a cumulative total exceeding 100,000 surgeries by the end of the year [16][17] Product Development - The company expanded its product offerings, gaining approval for new applications of its orthopedic surgical robots, including total hip replacement surgeries [16][17] - The orthopedic surgical navigation system received CE certification, marking a significant step in the company's international expansion strategy [17] Governance and Oversight - The board of directors held 12 meetings in 2024, addressing major operational decisions and ensuring compliance with legal and regulatory requirements [19][20] - The supervisory board conducted 12 meetings, overseeing the company's operations and ensuring adherence to financial regulations [23][24] - The company emphasizes investor relations, maintaining open communication channels to enhance transparency and protect shareholder interests [21][22]
“手术机器人第一股”近3年收入首次下降 天智航回应竞争加剧风险
Mei Ri Jing Ji Xin Wen· 2025-04-30 10:58
好消息是,这是公司上市以来首次减亏;但坏消息是,这也是公司近3年来首次收入下降,业绩改善并非源于业务增长,而是公司持续深化降本增效的结 果。今年一季度,公司业务量显著回升,收入同比翻番,但净亏损同比扩大超三成。 近日,中国"手术机器人第一股"天智航-U(688277.SH,股价12.6元,市值57.04亿元)发布了2024年年报和2025年一季报。去年,公司实现营业收入1.79亿元, 同比减少14.85%,实现归母净利润-1.21亿元,亏损同比收窄22.54%。 如果说去年的业内招投标业务大幅放缓是"黑天鹅"事件,未来天智航还有一些挑战需要应对,比如不断冒出的竞争对手、潜在的关税风险。4月29日,天智 航方面在接受《每日经济新闻》记者采访时表示,进入美国等市场的难度和风险可能加大,但公司仍将坚持国际化发展战略。 人形机器人已在北京亦庄开跑了,手术机器人却迟迟迈不过盈亏线。 这样的收入结构更依赖于手术量的提升,天智航的机器人收入台数也的确在放量,但公司面临的问题是,当单价较高的骨科手术机器人销售额减少、产量也 出现下滑的时候,手术量增长带动的配套设备及耗材、技术服务收入,还不能带动营收增长。比如去年,公司的天玑 ...
天智航2025年一季度业绩同比增长102.40% 收入结构优化营收稳定性增强
Zheng Quan Ri Bao· 2025-04-30 05:11
4月28日,北京天智航医疗科技股份有限公司(以下简称"天智航")正式披露2024年度报告及2025年一 季度报告。当期公司收入结构持续优化,在2024年亏损收窄的基础上实现2025年一季度业绩同比增长 102.40%。手术量方面,叠加2025年一季度超1.1万例的新增手术量,公司核心产品累计手术量已突破11 万例。 近年来,受经济增速放缓、资本市场降温、医保控费等多重因素影响,手术机器人等高端创新医疗设备 市场整体发展放缓、业绩承压。天智航2024年度报告显示,报告期内,公司实现营业收入1.79亿元。在 一系列降本增效措施影响下,2024年公司归母净利润为-1.21亿元,较2023年1.56亿元的亏损额同比收窄 22.54%,扣非归母净利润相比同期亏损也收窄20.68%,基本每股收益较上年同期亏损收窄22.86%。 实际上,随着全国各地区域医疗中心建设持续深化、医疗设备更新政策持续推进,以及患者对精准医疗 需求的增长,我国手术机器人市场开始呈现较为明显的复苏迹象,这一趋势也体现在了天智航2025年一 季报的数据上。 财报数据显示,2025年一季度天智航实现营业收入5858.38万元,较2024年同期2894万 ...
手术量超11万例行业断层领先,天智航先发优势持续扩大
4月28日,国产手术机器人领军企业天智航(688277.SH)正式披露2024年度报告及2025年一季度报告。当 期公司收入结构持续优化,在2024年亏损收窄的基础上实现2025年一季度业绩同比增长102.40%。手术 量方面,叠加2025年一季度超1.1万例的新增手术量,公司核心产品累计手术量已突破11万例。 手术应用逐渐放量,收入结构持续优化 近年来,受经济增速放缓、资本市场降温、医保控费等多重因素影响,手术机器人等高端创新医疗 (002173)设备市场整体发展放缓、业绩承压。 天智航2024年度报告显示,报告期内,公司实现营业收入1.79亿元。在一系列降本增效措施影响下, 2024年公司归母净利润为-1.21亿元,较2023年1.56亿的亏损额同比收窄22.54%,扣非归母净利润相比同 期亏损也收窄20.68%,基本每股收益较上年同期亏损收窄22.86%。 实际上,随着全国各地区域医疗中心建设持续深化、医疗设备更新政策持续推进,以及患者对精准医疗 需求的增长,我国手术机器人市场开始呈现较为明显的复苏迹象,这一趋势也体现在了天智航2025年一 季报的数据上。 财报数据显示,2025年一季度天智航实现营业收 ...