证券代码：300246 证券简称：宝莱特 广东宝莱特医用科技股份有限公司投资者关系活动记录表 编号：20250602 | |  特定对象调研分析师会议 | | --- | --- | | 投资者关系活 | 媒体采访业绩说明会 | | 动类别 | 新闻发布会路演活动 | | |  现场参观 | | | 其他 | | 时间 | 2025 年 6 月 17 日 | | 地点 | 宝莱特公司会议室 | | 参与单位名称 | 善思投资：詹世乾 | | | 世纪财通投资：何工 | | | 钟朝 钟亮 魏军 | | 上市公司接待 | 董事会秘书兼副总裁 杨永兴 | | 人员姓名 | 证券事务代表 李韵妮 | | | 证券事务专员 钟欣昊 | | | 公司介绍环节： | | | 宝莱特成立于 1993 年，主营业务为医疗器械产品的研发、生产、销 | | | 售。公司作为中国最早一批研发制造医疗监护仪的民族企业，是国家发改 | | 投资者关系活 | 委授予的"国家多参数监护仪产业化基地"、工业和信息化部认定的"第八 | | 动主要内容介 | 批国家级制造业单项冠军企业"，目前公司的监护设备已覆盖数千家医疗 | ...

其一，健康理念逐渐转变，全民健康意识显著增强。一方面，银发经济正不断催生新的养老需求。医疗 技术的进步和健康知识的普及，使中老年人的寿命得到延长，他们拥有更多时间和资源去享受生活，开 始崇尚积极的、全面的健康管理和生活方式，追求智慧养老、康养旅居等新型养老服务。数据显示，当 前我国康养旅居消费超2万亿元，占银发经济规模总量近20%，增速显著高于传统旅游业。另一方面， 年轻人也偏爱健康管理，并成长为健康消费主力军。与老一代人热衷于"囤东西"不同，以Z世代为代表 的年轻群体更愿意"囤健康"，普遍将健康消费视为"爱自己"的方式，以防患于未然为主要目的的消费成 为主流趋势。此外，部分年轻人生活节奏快、工作压力较大，受到亚健康、慢性病年轻化等问题困 扰，"主动管理"的健康意识与健康需求同步提升。 当前，我国居民健康素养水平大幅提升，健康产业市场规模不断扩大，健康消费发展潜力得到持续释 放。相关监测结果显示，2024年我国居民健康素养水平达31.87%，较2012年提高了23.07个百分点。 2024年我国大健康产业总收入规模有望达9万亿元。今年3月，《提振消费专项行动方案》出台，强调支 持新型消费加快发展，并作出相关部 ...

中国质量新闻网讯（许创业）近日，国家知识产权局发布了第二十五届中国专利奖授奖决定，来自深圳 坪山的比亚迪股份有限公司、深圳市联赢激光股份有限公司、富满微电子集团股份有限公司、深圳新宙 邦科技股份有限公司、深圳邦健生物医疗设备股份有限公司、深圳市曼恩斯特科技股份有限公司等分别 荣获不同奖项。其中在新能源汽车产业领域厚积薄发的比亚迪，本次在专利和外观设计上均荣获一项金 奖。 近年来，坪山企业展现出强大的创新能力和知识产权管理能力。以比亚迪为代表的头部企业，在高价值 专利创造上保持了强大的实力和技术创新优势；辖区生物医药、新能源、智能制造等战略新兴产业呈现 蓬勃发展的良好势头，推动辖区创新主体在技术创新领域结果。 坪山区通过深入实施创新驱动发展和知识产权强区战略，全面推进知识产权高质量创造、高效益运用、 高标准保护、高品质服务。PCT国际专利申请量持续增长，高校和科研机构专利转化有新突破，知识产 权服务业规上企业营收增速全市居前，深圳市市场监督管理局坪山监管局查处重大侵权盗版案件获国家 版权局奖励。 2024年，坪山区专利授权总量超1.1万件，其中发明专利授权量占比超1/4；有效发明专利同比增长 24.03%，有效 ...

在四川，一场基层医疗的"蝶变"正在发生——村医诊室里，便携式心电图机连上了"云端专家"；乡 镇卫生院里，四川大学华西医院的专家定期坐诊，让复杂牙病患者省去"进城求医"的奔波……近年来， 四川将基层卫生健康工作置于全面深化医改、建设健康四川的核心位置，出台了一系列政策文件，系统 推进乡村医疗卫生体系改革。 为探寻乡村医疗卫生体系改革的基层实践路径，5月底至6月初，川观智库健康研究院调研组走访眉 山市仁寿、东坡、丹棱等区（县），聚焦过去乡村医疗存在的"村医知识技能不足、乡村服务吸引力较 弱、优质资源难以抵近"等共性问题，了解基层医疗体系改革的创新模式与实际成效。 破解 村医能力不足 从单兵作战到体系化赋能 一直以来，传统村医培养模式面临缺系统培训、缺实践指导、缺技术更新等困境，制约着分级诊疗 与健康管理目标的实现。 在走访中，调研组了解到，针对上述问题，眉山的"解题思路"之一，便是探索推进村医"抱团充 电"制度化。例如，在眉山市仁寿县富加镇卫生院的村医生集中办公室，每月11日、19日、23日都会举 行一场特殊的"充电会"——全镇的村医带着问题"赶集"，围坐在一起听政策解读、病例分析，再把困惑 摆到桌面上集体"会诊 ...

5月28日，宝莱特今日收盘7.31元，下跌1.35%，最新市净率1.64，总市值19.34亿元。 截至2025年一季报，共有3家机构持仓宝莱特，其中其他2家、基金1家，合计持股数623.43万股，持股 市值0.43亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)16宝莱特-31.90-27.071.6419.34亿行业平均 48.8147.104.62105.75亿行业中值35.4637.052.4048.69亿1天益医疗-1731.42-2965.731.8522.06亿2澳华内 镜-615.52308.724.9364.87亿3诺唯赞-394.38-466.452.1684.40亿4爱朋医疗-347.79264.224.1928.54亿5博晖 创新-323.49513.323.4547.46亿6硕世生物-134.75-1969.031.2139.41亿7奥精医疗-127.64-187.081.6823.69亿 8睿昂基因-99.17-81.421.4112.84亿9康泰医学-85.71-72.413.0656.41亿10中红医疗-71.83-57.300.9149.92亿 11华大智造-55 ...

Core Viewpoint - The electrophysiology device market in China is experiencing rapid growth due to an aging population, increasing prevalence of arrhythmias, improved early screening rates, and advancements in electrophysiological procedures, with the market expected to reach over 40 billion yuan by 2032 [1][10][21]. Industry Overview - Electrophysiology devices are used to monitor and study electrical activities in biological systems, widely applied in medical, research, and clinical diagnosis fields. Common products include ECG machines, EEG machines, EMG machines, and electrophysiological navigation systems [2][4]. Industry Environment - The number of patients with rapid arrhythmias in China is projected to reach 28.2 million by 2024, driving demand for treatment. Electrophysiological surgeries have become a primary treatment method due to their advantages such as minimal invasiveness and high safety [6][8]. Industry Status - The market size for electrophysiology devices in China has grown from 2.42 billion yuan in 2017 to 12.55 billion yuan in 2024. The surgical volume for electrophysiology has increased from 138,000 cases in 2017 to 456,000 cases in 2024, indicating significant growth potential [10][8]. Competitive Landscape - The market is dominated by foreign companies such as Johnson & Johnson, Abbott, and Medtronic, which hold a combined market share of over 64%. Domestic companies like Huatai Medical and MicroPort EP have a much smaller share, indicating a high concentration in the industry [12][14]. Key Enterprises - MicroPort EP focuses on innovative medical devices for electrophysiology and has achieved significant revenue growth, with a projected income of 413 million yuan in 2024, up 25.51% [17]. Huatai Medical, specializing in electrophysiology and interventional medical devices, expects a revenue of 440 million yuan in 2024, reflecting a 19.73% increase [19]. Development Trends 1. **Accelerated Domestic Substitution**: Domestic brands are gaining market share due to supportive policies and technological advancements, with MicroPort EP and Huatai Medical leading in key areas [21]. 2. **Technological Innovation**: The industry is moving towards smart and precise technologies, enhancing the performance of electrophysiology devices and expanding clinical applications [22]. 3. **Growing Market Demand**: The demand for electrophysiology devices is surging, particularly in grassroots healthcare and international markets, with significant growth in overseas revenues for domestic companies [23].

Core Insights - Mindray Medical has demonstrated resilience in the global healthcare industry with a "double growth" report for 2024, achieving revenue of 36.726 billion yuan, a year-on-year increase of 5.14%, and a net profit of 11.668 billion yuan, up 0.74% [1] - Since its IPO in 2018, Mindray has maintained seven consecutive years of revenue and net profit growth, with revenue increasing 2.2 times and net profit rising 1.5 times over the past five years [1] - The demand for quality healthcare resources is increasing globally due to ongoing economic growth and an aging population, which Mindray has capitalized on [1] Revenue Performance - In 2024, Mindray's overseas business performed exceptionally well, generating revenue of 16.434 billion yuan, a growth of 21.28%, accounting for 44.75% of total revenue [1] - Revenue from developing countries reached 10.910 billion yuan, marking a year-on-year increase of 24.59%, serving as a significant driver for overall performance [1] Strategic Initiatives - Mindray's success in the global market is attributed to its digital intelligence strategy, which has established a smart medical ecosystem and penetrated high-end customer segments [1] - The company has covered 80 out of the top 100 hospitals globally as ranked by Newsweek, showcasing its competitive capability against leading international medical device firms [1] Human Capital Efficiency - According to Haitong Securities, Mindray's per capita revenue in 2023 reached $270,000, surpassing Siemens' $260,000, while its per capita profit was $90,000, higher than Medtronic, Abbott, and Danaher [2] High-End Product Launches - Mindray has introduced several high-end products, including the Nuewa A20 ultrasound and the new generation BeneHeart R series ECG machine, which feature intelligent diagnostic assistance [2] - The company also launched the world's first clinical-grade critical care medical model, "Qiyuan," which supports critical knowledge queries, condition Q&A, suggestion generation, and medical record writing [2] Addressing Global Healthcare Challenges - Mindray's digital intelligence solutions aim to address the scarcity of quality medical resources and healthcare professionals, enhancing diagnostic efficiency and reducing costs [3] - The chairman of Mindray, Li Xiting, emphasized the company's commitment to leveraging digital intelligence to represent Chinese medical strength and contribute to global healthcare equity [3]

2025年4月24日，深圳市理邦精密仪器股份有限公司（以下简称"理邦仪器"或"公司"）发布2024年年度 报告。报告期内，公司实现营业收入18.34亿元，同比下降5.35%；归属于上市公司股东的净利润1.62亿 元，同比下降26.75%。值得关注的是，公司经营活动产生的现金流量净额为3.71亿元，同比大增 145.99%。本文将对理邦仪器2024年年报进行详细解读，分析公司在过去一年的经营表现、财务状况以 及面临的风险。 风险提示质量控制风险：医疗器械行业对产品质量与技术创新能力要求较高且研发周期较长，在产品研 发过程中，可能因原料质量不达标或新技术出现偏差而导致出现产品质量风险，影响公司信誉和生存发 展。管理风险：随着公司全球化战略推进，经营规模和投资规模不断扩大，对公司在发展战略、资源整 合、技术研发、质量控制、生产管理等方面提出更高要求，若内部控制制度不能有效执行，可能导致内 部管理失控、资产流失、业绩下滑甚至亏损等问题。关税与汇率波动风险：公司外销收入占比较高，关 税政策变化和人民币兑美元汇率波动会对公司经营业绩产生多方面影响，如营业收入、产品价格竞争 力、汇兑损益等。新品市场竞争风险：医疗器械行业研 ...