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 | ...

思宇年度活动回顾： 首届全球眼科大会 | 首届全球骨科大会 | 首届全球心血管大会 即将召开： 2025年7月17日，第二届全球医疗科技大会 2025年9月4-5日，第三届全球手术机器人大会 2025年6月10日， 美敦力（Medtronic ）宣布任命 凯特·本尼迪克特（Kate Benedict） 为急性护理和监测 （Acute Care & Monitoring, ACM）部门的高级副总裁（SVP）兼总裁，同时她将加入美敦力医疗外科产品 组合（Medical Surgical Portfolio）的领导团队。 # 关于 凯特·本尼迪克特 凯特·本尼迪克特 拥有超过25年的医疗行业经验，涵盖医疗器械、诊断、制药和药物传递等领域，以推动创 新、实现超市场增长和优化运营效率而著称。以下是她的职业履历： 特拉华大学（University of Delaware）：会计学理学士（BS）。 美敦力医疗外科产品组合执行副总裁兼总裁 Mike Marinaro 评价本尼迪克特为"激励人心且具有战略眼光的领 导者"，她的"以人为本、以患者为中心"的领导风格和深厚的行业经验使其非常适合领导ACM部门。 本尼迪克特 表示：" ...

Core Viewpoint - Medtronic has appointed Kate Benedict as the Senior Vice President and President of the Acute Care & Monitoring (ACM) division, marking a strategic shift in response to market changes and aiming for growth in the healthcare sector [6][15]. Summary by Sections Appointment of Kate Benedict - Kate Benedict brings over 25 years of experience in the medical industry, with a focus on medical devices, diagnostics, pharmaceuticals, and drug delivery [4]. - She has held leadership roles at Flex, BD, Alcon, and Johnson & Johnson, demonstrating a strong background in driving innovation and market growth [5]. Recent Changes at Medtronic - Medtronic has undergone significant personnel changes, including the departure of key executives and the restructuring of its ACM division [7][8]. - The company decided to integrate its patient monitoring and respiratory intervention businesses into the new ACM division instead of divesting them, which had previously been valued at $9 billion [8][11]. Market Dynamics and Strategic Focus - The ACM market has seen substantial changes, particularly due to the decline in demand for ventilators post-COVID-19, prompting Medtronic to focus on high-growth monitoring technologies [11]. - The ACM division's product line includes pulse oximeters, remote patient monitoring, airway management, and respiratory monitoring products, aimed at meeting new market demands [11][13]. Financial Outlook - Medtronic's revenue for fiscal year 2024 was $32.4 billion, with the medical surgical portfolio, including ACM, accounting for approximately 26% of this revenue [11]. - The ACM division is positioned within a $100 billion market potential, particularly in chronic disease management and post-operative care, seen as a growth engine for the company [11]. Recent Developments - In April 2025, Medtronic entered a distribution agreement with Retia Medical to introduce the Argos™ cardiac output monitor, enhancing its monitoring capabilities in the ACM field [14].

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 ...