Azurion影像引导治疗系统

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超10亿投资!影像巨头加速医疗业务布局
思宇MedTech· 2025-08-15 08:19
招商通知: 2025年9月4-5日,第三届全球手术机器人大会 2025年8月14日, 飞利浦宣布将在美国本土追加超 1.5亿美元 (约合10.7亿人民币)投资 ,用于 扩展AI赋能的超声设备制造能力 与相关研发项 目。此次投资包括对宾夕法尼亚州Reedsville工厂的扩建,以及明尼苏达州Plymouth影像引导治疗基地的持续升级,重点围绕AI驱动的超声系统定 制、图像引导设备制造和专业人才培训三大方向展开。 这项计划,被视为飞利浦推动AI医疗落地、重构本地制造体系的重要一步,也标志着其在经历Respironics事件与多轮结构调整后,正在以更具韧性 的节奏重回创新主航道。 飞利浦北美区负责人Jeff DiLullo表示:"我们每年在美国的研发投入达9亿美元。 此次新增投资不仅将带动本地就业,更将加速AI技术与临床场景的 深度融合,为患者提供更高效、精准的诊疗方案。 " 此次动作,也被视为飞利浦在2025年下半年业务修复期中的又一关键布局。继Q2财报公布后,尽管整体收入小幅下降,但AI驱动的诊断与治疗业务 板块利润率持续改善,成为公司结构性回稳的关键支点。 # 战略落地的另一面:AI不只在"云端",也要回到" ...
收入360亿!飞利浦公布最新财报
思宇MedTech· 2025-07-30 09:11
Core Viewpoint - Philips reported a sales revenue of €4.34 billion (approximately ¥36 billion) for Q2 2025, a year-on-year decline of 2.8%, but adjusted EBITA reached €540 million with a profit margin of 12.4%, an increase of 130 basis points year-on-year, indicating a recovery in overall profitability and operational efficiency [1][2][25]. Group 1: Financial Performance - The company achieved a nominal sales growth of -3% and a comparable sales growth of 1% in Q2 2025 [2]. - Adjusted EBITA for Q2 2025 was €540 million, representing 12.4% of sales, compared to 11.1% in Q2 2024 [2][3]. - Free cash flow turned positive at €230 million, despite a net profit decline of 46.9% year-on-year [1]. Group 2: Business Segments - The Diagnostics and Treatment segment generated sales of €2.08 billion, down 4% year-on-year, but adjusted EBITA improved to €281 million with a profit margin of 13.5% [3][4]. - The Connected Care segment reported sales of €1.27 billion, a decline of 5%, yet adjusted EBITA rose to €132 million, with a profit margin of 10.4% [11][12]. - The Personal Health segment continued to grow, achieving sales of €862 million, a nominal increase of 3% and a comparable increase of 6% [17][18]. Group 3: Innovation and Product Development - Philips accelerated commercialization of AI-enabled imaging platforms, with the SmartSpeed Precise MRI platform receiving FDA approval, enhancing scanning speed by three times and image clarity by 80% [4][6]. - The company is focusing on AI-driven virtual monitoring capabilities, with key products like Patient Information Center iX and IntelliVue series gaining traction in North America and Europe [11][14]. - New product lines in high-end diagnostics, intraoperative, rapid testing, and remote care are being developed, forming a comprehensive AI-driven "smart device loop" [22][24]. Group 4: Market Strategy - Philips is establishing a global market strategy characterized by breakthroughs in Southeast Asia, a waiting phase in China, and stability in North America [19][21]. - A significant milestone was achieved with a multi-year agreement with the Indonesian Ministry of Health to deploy Azurion imaging systems nationwide, impacting over 280 million people [20]. - The Chinese market is currently adjusting, with a slight decline in sales, but government initiatives may stimulate demand recovery in the second half of the year [21].