7月3日，开立医疗今日收盘29.46元，下跌1.50%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到253.53倍，总市值127.48亿元。 最新一期业绩显示，2025年一季报，公司实现营业收入4.30亿元，同比-10.29%；净利润807.46万元，同 比-91.94%，销售毛利率63.19%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13开立医疗253.5389.524.08127.48亿行业平均 51.4848.994.51106.54亿行业中值36.8836.802.4850.74亿1九安医疗10.2910.400.81173.59亿2英科医疗 10.4311.240.93164.74亿3新华医疗14.5213.461.1893.06亿4奥美医疗15.4115.101.5855.66亿5山东药玻 15.4515.501.78146.13亿6振德医疗15.5914.690.9956.59亿7康德莱15.8115.821.3134.07亿8维力医疗 16.5317.181.9437.69亿9九强生物16.5815.422.0382.13亿10奥泰生物16.6717.581.3 ...

7月1日，开立医疗今日收盘30.13元，上涨1.38%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到259.29倍，总市值130.38亿元。 从行业市盈率排名来看，公司所处的医疗器械行业市盈率平均51.70倍，行业中值37.36倍，开立医疗排 名第119位。 股东方面，截至2025年3月31日，开立医疗股东户数14519户，较上次增加736户，户均持股市值35.28万 元，户均持股数量2.76万股。 最新一期业绩显示，2025年一季报，公司实现营业收入4.30亿元，同比-10.29%；净利润807.46万元，同 比-91.94%，销售毛利率63.19%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13开立医疗259.2991.564.17130.38亿行业平均 51.7049.814.63107.66亿行业中值37.3638.092.4550.67亿1英科医疗9.9710.750.89157.50亿2九安医疗 10.2910.410.81173.68亿3新华医疗14.4113.361.1892.40亿4奥美医疗15.2814.981.5755.22亿5山东药玻 15.4615.51 ...

Company Overview - The company, Shenzhen Kaili Biomedical Technology Co., Ltd., specializes in the independent research, production, and sales of medical diagnostic and treatment equipment [1] - The main products include medical ultrasound diagnostic equipment, digestive and respiratory endoscopes, minimally invasive surgical products, and cardiovascular interventional products [1] - The company has over 20 years of experience in the ultrasound industry and is recognized as a high-tech enterprise with leading core technologies in color Doppler ultrasound [1] Financial Performance - For Q1 2025, the company reported a revenue of 430 million yuan, a year-on-year decrease of 10.29% [2] - The net profit for the same period was 8.07 million yuan, reflecting a significant year-on-year decline of 91.94% [2] - The gross profit margin stood at 63.19% [2] Market Position - The company's rolling price-to-earnings (PE) ratio is 254.73, significantly higher than the industry average of 49.45 and the median of 35.92 [2] - The total market capitalization of the company is 12.808 billion yuan [1] - Among 38 institutions holding shares, there are 35 funds, 1 brokerage, 1 social security fund, and 1 other entity, with a total holding of 52.883 million shares valued at 1.539 billion yuan [1] Competitive Landscape - The company ranks second in market share among domestic manufacturers in the ultrasound sector and tenth globally, indicating strong brand influence and competitiveness [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Kaili Medical, indicating a significant decline in revenue and net profit in the first quarter of 2025 compared to the previous year [1][2] - As of June 9, 2023, Kaili Medical's stock price closed at 33.12 yuan, with a rolling PE ratio of 285.03 times, and a total market capitalization of 14.331 billion yuan [1] - The company operates in the medical device industry, specializing in the research, development, production, and sales of medical diagnostic and treatment equipment, with a strong focus on ultrasound diagnostic devices [1] Group 2 - In the first quarter of 2025, Kaili Medical reported an operating income of 430 million yuan, a year-on-year decrease of 10.29%, and a net profit of 8.0746 million yuan, down 91.94% year-on-year [2] - The company's gross profit margin stands at 63.19%, indicating a relatively high profitability despite the decline in revenue and net profit [2] - Kaili Medical ranks second among domestic manufacturers in market share for ultrasound products and tenth globally, showcasing its strong brand influence and competitiveness in the industry [1]

深圳商报·读创客户端记者 梁佳彤 业绩方面，2020年至2023年上半年，公司营业收入分别为85.42亿元、100.24亿元、118.82亿元、74.99亿元；归母净利润分别为1.60亿元、1.67亿元、1.74亿 元、8963.82万元。 6月5日，据深交所官网，上海建发致新医疗科技集团股份有限公司（下称"建发致新"）更新财务资料，该公司曾在2023年11月15日通过上市委会议，然而时 隔一年半之久仍未提交注册。 | 序号 | 原因 | 披露日期 | | --- | --- | --- | | | 上海建发致新医疗科技集团股份有限公司已更新提交相关财务资料。 | 2025-06-05 | | 2 | 上海建发致新医疗科技集团股份有限公司IPO申请文件中记录的财务资料已过有效期，需要补充提交。 | 2025-03-31 | | 3 | 上海建发致新医疗科技集团股份有限公司已更新提交相关财务资料。 | 2024-06-29 | | | 上海建发致新医疗科技集团股份有限公司IPO申请文件中记录的财务资料已过有效期，需要补充提交。 | 2024-03-31 | 招股书显示，建发致新作为全国性的高值医疗器械流通商，主 ...

新京报贝壳财经讯（记者丁爽）5月16日，开立医疗发布的投资者关系活动记录表显示，公司于近日接 受投资者调研时表示，自2024年第四季度起，国内医疗设备更新逐渐起量，今年前四个月终端医院的医 疗设备招标采购金额大幅增长，预示行业开始复苏。 根据开立医疗此前发布的一季度报告。报告期内，公司实现营业收入4.3亿元，同比减少10.29%；实现 归母净利润807.46万元，同比减少91.94%。 公司表示，微创外科、心血管介入两条新产品线发展态势良好，预计2025年营收将快速增长，有望减少 对利润的压力。 针对两条新产品线实现盈亏平衡的时间点，公司回应称，公司预计2025年微创外科业务收入将取得较大 同比增长，业务线全年亏损额有望缩小。微创外科业务目前仍处于起步阶段，研发、市场投入较大，随 着收入规模快速增长，预计业务线实现盈亏平衡的时间越来越近。心血管介入产品线，目前尚处于战略 投入阶段，在售产品较为单一，公司已在该领域布局新的产品，预计未来建立多产品组合后，该业务线 的盈利情况将有所好转。 对于国内医疗设备更新情况，公司表示，2024年，关于国内医疗设备更新项目，全国各省市都发布了规 模较大的采购计划，但直至202 ...

Core Insights - Merit Medical reported revenue of $355.35 million for the quarter ended March 2025, reflecting a year-over-year increase of 9.8% and exceeding the Zacks Consensus Estimate of $352.33 million by 0.86% [1] - The company's EPS for the quarter was $0.86, up from $0.77 in the same quarter last year, resulting in an EPS surprise of 14.67% compared to the consensus estimate of $0.75 [1] Financial Performance Metrics - U.S. sales reached $213.56 million, surpassing the average estimate of $208.66 million by analysts, marking a year-over-year increase of 14.8% [4] - International sales were reported at $141.79 million, slightly below the estimated $143.33 million, with a year-over-year growth of 3.2% [4] - Revenue from Cardiovascular-Peripheral Intervention was $137.28 million, below the average estimate of $141.95 million, showing a 2% increase year-over-year [4] - Cardiovascular-Cardiac Intervention revenue was $99.74 million, exceeding the estimated $98.79 million, with a 10% year-over-year increase [4] - Endoscopy revenue was reported at $16.64 million, below the average estimate of $17.89 million, but reflecting a significant year-over-year increase of 64.2% [4] - Cardiovascular-OEM revenue reached $53.75 million, surpassing the average estimate of $43.84 million, with a year-over-year increase of 36.9% [4] - Total Cardiovascular revenue was $338.71 million, slightly above the estimated $334.45 million, representing an 8.1% year-over-year increase [4] - Revenue from Cardiovascular-Custom Procedural Solutions was $47.94 million, below the average estimate of $49.74 million, indicating a year-over-year decline of 1.8% [4] Stock Performance - Over the past month, Merit Medical's shares have returned -9.6%, compared to a -5.1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

证券代码：300633 证券简称：开立医疗 编号：2025-001 深圳开立生物医疗科技股份有限公司 投资者关系活动记录表 问：1、请问随着县域需求和集采的加快，公司预期未来 2-3 年 内镜中县域的占比是不是可能提升？ | | □ 特定对象调研 □ 分析师会议 | | --- | --- | | 投资者关 | □ 媒体采访 ☑ 业绩说明会 | | 系活动类 别 | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 □ 一对一沟通 | | | □ 电话会议 □ 其他 | | 参与单位 | 广大投资者 | | 名称 | | | 时间 | 2025 年 4 月 22 日 | | 地点 | 全景网"投资者关系互动平台"（http://ir.p5w.net） | | 上市公司 | 公司董事长陈志强先生、董事会秘书李浩先生、财务总监罗曰佐先 | | 接待人员 | 生、独立董事华小宁先生、保荐代表人郭小元先生 | | | 年 月 日下午 15:00-17:00，公司董事长陈志强先生、 2025 4 22 | | | 董事会秘书李浩先生、财务总监罗曰佐先生、独立董事华小宁先生、 | | | 保荐代表人郭小元先生通过全 ...

对于医疗设备行业而言，备受关注的还是"以旧换新"政策落地进展情况。 开立医疗发布的2024年年报显示，2024年公司实现营业收入20.14亿元，同比下降5.02%；归属于上市公 司股东的净利润1.42亿元，同比下降68.67%。 开立医疗收入下降背后，跟国内医疗机构终端的医疗设备招采活动减少有关。而在2024年，公司逆势加 大战略投入，加大对新产品线的支持，引进各类研发、销售人才，这又进一步影响到了利润表现。 开立医疗目前的产品主要为超声医学影像、消化与呼吸内镜、微创外科产品以及心血管介入产品这四大 块，其中超声医学影像、消化与呼吸内镜占了收入大头，2024年分别实现收入11.83亿元、7.95亿元，占 公司收入比例58.75%、39.50%。 2024年3月，国务院发布《推动大规模设备更新和消费品以旧换新行动方案》，提及到2027年，工业、 农业、建筑、交通、教育、文旅、医疗等领域设备投资规模较2023年增长25%以上。"以旧换新"政策 下，医疗设备的市场需求有望扩容。 2024年受行业政策因素影响，国内医疗机构医疗设备招采放缓，医疗设备企业销售收入普遍承压，2025 年的行业前景如何？ 4月11日晚间，开 ...

Core Viewpoint - AI is significantly transforming the productivity of the healthcare industry, with a focus on enhancing diagnostic efficiency and accuracy in medical institutions [1][2]. Group 1: AI in Healthcare - The Chinese government is promoting the "Artificial Intelligence +" initiative to better integrate digital technology with manufacturing and market advantages [2]. - At the recent China International Medical Equipment Fair (CMEF), AI was a prominent topic, with nearly 5,000 companies showcasing advanced AI medical products and services [2]. - The Vice President of KAILI Medical emphasized the importance of AI in primary healthcare, aiming to shift the market focus from hospitals to home healthcare [2]. Group 2: Market Position and Growth - KAILI Medical is a leading domestic medical device company, ranking fourth in the domestic ultrasound imaging diagnostic equipment market and first among domestic brands in digestive endoscopy [4]. - The medical device industry has experienced fluctuations due to centralized procurement and reduced hospital bidding demands, but the market is recovering due to large-scale equipment updates [4][5]. - The government has initiated policies to support equipment updates, with funding distributed based on a 9:1 principle between central and local governments [4]. Group 3: Impact of Centralized Procurement - Centralized procurement has led to a decrease in equipment sales prices; however, the increase in supply volume has positively impacted overall sales and market share for KAILI Medical [5]. - The company believes that success in centralized procurement relies on comprehensive strength and product competitiveness rather than just low prices [5]. Group 4: AI Product Development - KAILI Medical has been investing in AI technology since 2016, launching the world's first AI technology for automatic image capture in 2018, enhancing product performance [6]. - The company’s AI applications in the fields of obstetrics and gastroenterology have received positive feedback, with AI diagnostic accuracy exceeding 95% in radiology [6]. - The company is focusing on expanding AI clinical applications to assist doctors in various diagnostic scenarios [6]. Group 5: International Market Strategy - The impact of the recent "reciprocal tariffs" imposed by the U.S. is minimal for KAILI Medical, as U.S. market revenue constitutes less than 2% of total revenue [7]. - The company has established a solid overseas presence and plans to increase investments in international markets, particularly in Europe, Russia, India, and Latin America [8].