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联影医疗2025年上半年营收60.16亿元 海外收入同比增长22.48%
Core Insights - In the first half of 2025, the company achieved revenue of 6.016 billion yuan, a year-on-year increase of 12.79%, and a net profit attributable to shareholders of 999.8 million yuan, up 5.03% year-on-year [2] - The company plans to distribute a cash dividend of 1.3 yuan per 10 shares, totaling 107 million yuan [2] Group 1: Domestic Market Performance - The company saw a 3.4 percentage point increase in its market share in the comprehensive medical imaging and radiation therapy equipment market in China, ranking second in the industry [2] - Core imaging diagnostic product lines, including CT, MR, MI, and XR, continued to strengthen and expand their leading positions [2] - The radiation therapy (RT) market share increased significantly by nearly 18 percentage points year-on-year, also ranking second in the industry [2] Group 2: International Market Expansion - The company's overseas business revenue reached 1.142 billion yuan, a year-on-year increase of 22.48%, accounting for 18.99% of total revenue [2] - In North America, the company has installed over 400 high-end imaging devices, covering more than 70% of U.S. states, with over 150 PET/CT devices installed [3] - In Europe, the company has achieved installations in over 20 countries, completing commercial layouts in major Western European economies [3] - The company has made significant strides in emerging markets, with orders and revenue showing substantial growth, entering nearly 15 Latin American countries and over 20 African countries [3] Group 3: Strategic Partnerships and Collaborations - The company signed a strategic cooperation agreement with IHH, a major healthcare group in Singapore, and established partnerships with leading medical institutions in Malaysia, Thailand, and Vietnam [3] - The company successfully collaborated with Singapore General Hospital, ranked first in Asia and ninth globally, marking a breakthrough in key customer expansion [3] Group 4: Global Installation and Future Outlook - As of the end of June, the company has installed over 36,000 units globally and has more than 30 spare parts warehouses [4] - The company anticipates that with the acceleration of overseas project deliveries and customer follow-ups, its overseas business will enter a more robust growth phase in the second half of the year [4]
联影医疗:欧盟政策对公司欧洲业务影响有限且可控
Sou Hu Cai Jing· 2025-08-15 07:52
证券之星消息,联影医疗(688271)08月15日在投资者关系平台上答复投资者关心的问题。 投资者提问:尊敬的董秘您好!网上新闻:据彭博社引述知情人士报道,欧盟成员国已于6月2日高票通 过相关政策,决定禁止中国企业参与价值超过500万欧元(约合570万美元)的公共采购合同。请问上述 政策对公司欧盟业务有何实质影响?公司有何应对措施?在欧盟设立子公司能否规避相关限制?谢谢! 联影医疗回复:尊敬的投资者,您好!关于欧盟委员会近期《国际采购工具》(IPI)的相关措施,公 司已进行了审慎评估,判断其对公司欧洲业务的整体影响有限且可控。公司深知,面对日益复杂的全球 贸易环境,被动调整远不如主动布局。基于这一理念,公司自2018年以来便持续推动全球供应链体系的 战略升级,核心在于实现全球范围内生产、服务等关键节点的多元化部署,并不断深化区域市场的本地 化运营。公司的最终目标,是构建一个不依赖于单一市场、具备高度韧性的全球网络,确保公司的全球 化业务行稳致远。公司在欧洲的业务布局,正是"高举高打,一核多翼"这一前瞻性全球战略的缩影。早 在2018年,公司便在华沙成立了波兰子公司;2024年,欧洲区域总部也在荷兰成功设立,并 ...