Workflow
i500血气产品
icon
Search documents
调研速递|理邦仪器接受东吴证券等10家机构调研,上半年归母净利润1.54亿元
Xin Lang Cai Jing· 2025-08-28 12:34
展望2025年,公司有望实现业绩稳定增长,外销将加强市场拓展与本地化建设,内销将提升人均效率, 各产品线推陈出新,技术创新尤其是AI技术应用将成为业绩增长重要因素。 8月26日15:00-16:00,深圳市理邦精密仪器股份有限公司在公司董事会议室举行业绩说明会,参与单位 包括东吴证券、西南证券、太平洋证券、国盛证券、红筹投资、汇丰晋信基金、深圳正德泰投资、东方 自营、深圳前海天成时代、华创资管及其他个人投资者。公司董事会秘书祖幼冬、证券事务代表刘思辰 接待了来访机构。 会上,公司就2025年上半年业绩、各业务板块表现、国内外市场布局、产品库存、合作项目差异、市场 招投标及设备更新展望、新设子公司影响、产品装机及市场策略、政策影响以及未来业绩展望等多方面 与投资者进行了交流。 2025年上半年,理邦仪器实现收入9.14亿元,与去年同期基本持平,归母净利润1.54亿元,同比增长约 23%。国内市场销售收入3.56亿元,同比下降约13%,主要受国内经济形势和行业政策调整影响,医疗 机构采购计划延迟。公司通过优化内部管理等措施降低不利影响。海外市场销售收入5.57亿元,同比增 长超8%,有效支撑整体业绩。第二季度公司 ...
【私募调研记录】明汯投资调研英杰电气、鼎阳科技等4只个股(附名单)
Zheng Quan Zhi Xing· 2025-04-29 00:10
Group 1: Yingjie Electric - In 2024, Yingjie Electric's revenue is projected to be 1.78 billion yuan, a year-on-year increase of 0.59%, while net profit is expected to decline by 25.19% due to delays in revenue recognition in the photovoltaic industry, inventory write-downs, and increased expenses [1] - The company's cash flow from operating activities increased significantly to 601.77 million yuan, up by 46.20 million yuan year-on-year [1] - New orders decreased by approximately 40%, but the backlog remains over 2.7 billion yuan, with expectations for overseas photovoltaic orders to contribute to revenue recognition by 2025 [1] Group 2: Dingyang Technology - Dingyang Technology has established a comprehensive sales system in the global market, exporting to over 80 countries and regions [2] - The company has launched 10 new products in 2024 and 6 new products in 2025, focusing on high-end electronic testing and measurement instruments [2] - Dingyang aims to enhance its international brand influence and market share through a high-end development strategy and improved marketing channels [2] Group 3: Aibo Medical - Aibo Medical achieved total revenue of 1.41 billion yuan in 2024, a year-on-year increase of 48.24%, with net profit rising by 27.77% [3] - The company is experiencing significant growth in its Dragon Crystal® PR product line, although initial production quality and costs are challenges [3] - Aibo Medical's artificial lens business is expanding, with a notable increase in market share and a focus on high-end products to counteract price drops due to industry policies [3] Group 4: Libang Instruments - In Q1 2025, Libang Instruments reported revenue of 420 million yuan, a decline of 5%, with domestic sales down by 20% but international sales up by 7% [4] - The company is optimistic about domestic sales recovery due to improved market conditions and is leveraging AI technology in ultrasound imaging and smart healthcare [4] - Libang's gross margin is expected to rise to 57.92% in 2024, driven by increased sales of high-margin products [4]