格隆汇2月12日丨爱迪特(301580.SZ)披露投资者关系活动记录表显示，公司定位是面向义齿加工厂和口 腔医院/诊所客户，提供口腔材料、设备以及完整的数字化解决方案，公司并不直接参与下游产业链的 运营和生产。公司持续通过技术输出与产能赋能，为下游合作方输出全流程数字化解决方案。 ...

Core Viewpoint - The company, Chongde Technology (301548.SZ), is operating normally with sufficient orders and is optimizing production based on order conditions [1] Financial Performance - In the first three quarters of 2025, the company achieved operating revenue of 445 million yuan and a net profit attributable to shareholders of 102 million yuan, with a net profit excluding non-recurring items of approximately 89.33 million yuan [1] Production Capacity and Operations - The company's production lines are currently operating at full capacity, with a steady increase in capacity utilization through optimization of production equipment, processes, and logistics [1] - The company is outsourcing lower-technical processing operations to improve efficiency [1] - With the gradual commissioning of the company's fundraising projects, production capacity is expected to increase significantly, supporting business growth [1]

Group 1 - The core viewpoint of the article highlights that Chongde Technology (301548.SZ) has established long-term partnerships with several leading international companies, including Siemens, GE, ABB, Ingersoll Rand, and Atlas [1] - The revenue from international business is continuously increasing, indicating a growing influence of the brand in the international sliding bearing sector [1]

格隆汇2月12日丨中联重科(000157.SZ)披露投资者关系活动记录表显示，全球农机市场规模约为1万亿 人民币，未来竞争格局胜负在于海外的广阔市场以及基于新能源和智能化的产品开发，这两点恰恰也是 公司的优势所在。公司全球化运营经验丰富，同时产品端聚焦新能源和智能化，可与工程机械、矿山机 械共享研发和技术。中联农机围绕落实"高端、国际、新能源"核心发展战略。目前公司农业机械在发达 国家已经实现销售，产品以大马力拖拉机为主。公司混动技术路线拖拉机和收获机参加德国农机展时获 同行业客户特别关注，市场反馈优异。 ...

格隆汇2月12日丨中联重科(000157.SZ)披露投资者关系活动记录表显示，公司2025年建成紧凑型机型新 产线，涵盖小型挖机、滑移装载机、轮式挖掘机，该产线具备全球领先的生产制造能力，已进入产能全 面爬升阶段，小挖产品质量、一致性显著提升，制造成本稳步下降，有效支撑公司小挖全球市场发展战 略。 从行业情况来看，未来国内小挖销售量占挖机总销售量的比例预计会持续维持在高位，同时小挖产品也 受海外市场青睐。2026年公司将进一步加快推进小型挖机市场破局，打造土方机械板块增长引擎。 ...

格隆汇2月12日丨中联重科(000157.SZ)披露投资者关系活动记录表显示，矿山机械坚持"面向高端、面 向全球、面向全生命周期价值"发展方向，公司提供矿挖+矿卡的整体化产品及服务解决方案。利用研 发优势开发多款新能源型产品，全生命周期成本优势明显，对标国际一线品牌能耗大幅降低。高端产品 研发实力方面，公司可以生产400吨以上矿挖，以及300吨以上的电传动自卸车。近几年公司矿山机械市 场增速优于行业。 ...

Core Viewpoint - The company Hars (002615.SZ) is progressing according to plan in ramping up its production capacity in Thailand, with expectations to achieve its planned capacity goals by the end of 2026 [1] Group 1 - The production capacity in Thailand is being ramped up in an orderly manner as per the company's schedule [1] - The transfer of orders from key customers to the U.S. is proceeding smoothly, indicating a strong demand and operational efficiency [1] - The capabilities of the Thai base are continuously improving, which supports the company in responding to changes in the international trade environment and ensures supply chain security [1]

Group 1 - Morgan Stanley has lowered Kraft Heinz's target price from $24 to $22, changing the rating from "Neutral" to "Underweight" [1] - The downgrade is based on the company's weak earnings outlook for 2026 and ongoing decline in North American sales [1] - There are risks associated with higher spending that may take time to yield results [1]

Core Viewpoint - The company, Hars (002615.SZ), is implementing an omnichannel strategy for its proprietary brand, focusing on both online and offline sales channels [1] Online Strategy - The company has fully covered major e-commerce platforms such as Tmall, JD.com, and Douyin, creating a multi-platform collaborative digital sales network [1] Offline Strategy - The KA (Key Account) channel is transitioning from traditional supermarkets to membership-based supermarkets, while also actively expanding into instant retail formats [1] - The company is significantly developing gift channels to establish a comprehensive channel system that covers daily consumption, immediate needs, and scenario-based gifting [1]

格隆汇2月12日丨哈尔斯(002615.SZ)披露投资者关系活动记录表显示，公司OEM业务与头部客户保持长 期稳定的战略合作关系，核心客户合作年限均超10年。前期受国际形势波动及海外产能受限等因素影 响，客户下单节奏有所调整，对公司整体订单造成阶段性压力。当前，随着客户库存水平回落至较低水 平、海外产能逐步释放，客户补库需求显著回升，OEM业务订单呈现明显向好态势。与此同时，公司 积极拓展业务版图：一方面配合核心客户深耕北美其他地区、欧洲、日本等非美市场；另一方面加速布 局中东、东南亚等差异化区域，挖掘增量需求，为OEM业务持续增长注入新动能。 ...