麦迪科技主营业务为医疗信息化和智能机器人研发。公司产品包括医疗信息化系统和康养机器人等，目 前已接入国内2400余家医疗机构。公司所属行业为软件开发，同时涉及人形机器人等新兴技术领域。 在2025人工智能产品应用博览会上，麦迪科技展示了其最新研发的康养机器人产品。据公司副总经理罗 钰熹介绍，该产品具备与老人进行语言交流、情感互动等功能，并能提供健康监测和安全陪护服务。公 司表示，其产品经历了从无接触到半接触、轻接触的技术迭代过程。 从资金流向来看，7月30日麦迪科技主力资金净流出3779.26万元，占流通市值的0.77%。过去五个交易 日累计净流出资金达21206.26万元，占流通市值的4.34%。 风险提示：股市有风险，投资需谨慎。 截至2025年7月30日收盘，麦迪科技股价报15.95元，较前一交易日下跌0.10元，跌幅0.62%。当日成交 量为167552手，成交金额达2.64亿元。该股开盘价为15.98元，盘中最高触及15.98元，最低下探至15.41 元，振幅为3.55%。 ...

来源：金融界 麦迪科技最新一期业绩显示，截至2025一季报，公司营业总收入6334.00万元、同比减少43.13%，归属 净利润2359.59万元，同比增长138.55%，扣非净利润252.66万元，同比增长103.42%，流动比率2.954、 速动比率2.817、资产负债率34.04%。 天眼查商业履历信息显示，苏州麦迪斯顿医疗科技股份有限公司，成立于2009年，位于苏州市，是一家 以从事研究和试验发展为主的企业。企业注册资本30628.2731万人民币，实缴资本8919.5387万人民币。 公司法定代表人为翁康。 通过天眼查大数据分析，苏州麦迪斯顿医疗科技股份有限公司共对外投资了9家企业，参与招投标项目 3027次，知识产权方面有商标信息84条，专利信息168条，此外企业还拥有行政许可17个。 金融界消息 截至2025年7月29日收盘，麦迪科技（603990）报收于16.05元，上涨0.19%，换手率 4.52%，成交量13.85万手，成交金额2.22亿元。 资金流向方面，今日主力资金净流出4294.33万元，占比成交额19.32%。其中，超大单净流出3091.63万 元、占成交额13.91%，大单净流出 ...

昨日基金共对9家公司进行调研，扎堆调研胜宏科技、萃华珠宝、麦迪科技等。 证券时报·数据宝统计，7月28日共13家公司被机构调研，按调研机构类型看，基金参与9家公司的调研 活动，其中，5家以上基金扎堆调研公司共5家。胜宏科技最受关注，参与调研的基金达31家；萃华珠 宝、麦迪科技等分别获11家、10家基金集体调研。 基金参与调研的公司中，按所属板块统计，深市主板公司有3家，创业板公司有5家，沪市主板公司有1 家。 从基金调研公司的A股总市值统计，总市值在500亿元以上的共有1家，其中总市值超千亿元的有胜宏科 技等，总市值不足100亿元的有5家，分别是萃华珠宝、麦迪科技、丰茂股份等。 市场表现上，基金调研股中，近5日上涨的有3只，涨幅居前的有胜宏科技、恒帅股份、丰茂股份等，涨 幅为15.79%、7.14%、4.62%；下跌的有6只，跌幅居前的有麦迪科技、中密控股、萃华珠宝等，跌幅为 5.65%、3.46%、0.76%。 数据宝统计，基金参与调研股中，近5日资金净流入的有4只，胜宏科技近5日净流入资金10.14亿元，主 力资金净流入最多；净流入资金较多的还有恒帅股份、萃华珠宝等，净流入资金分别为3695.01万元、 ...

关于第三期员工持股计划锁定期届满暨解锁条件未成就的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 苏州麦迪斯顿医疗科技股份有限公司（以下简称"公司"）于 2025 年 7 月 23 日召开的第四届董事会第三十三次会议审议通过了《关于第三期员工持股计划锁 定期届满暨解锁条件未成就的议案》，公司第三期员工持股计划（以下简称"本 员工持股计划"或"本次员工持股计划"）锁定期已届满，解锁条件未成就。根 据《关于上市公司实施员工持股计划试点的指导意见》《上海证券交易所上市公 司自律监管指引第 1 号——规范运作》《公司第三期员工持股计划（草案）》等相 关规定，现将情况公告如下： 证券代码：603990 证券简称：麦迪科技 公告编号：2025-049 苏州麦迪斯顿医疗科技股份有限公司 一、 第三期员工持股计划的基本情况 公司于 2024 年 6 月 7 日、2024 年 6 月 24 日召开的第四届董事会第二十次会 议、第四届监事会第十次会议、2024 年第三次临时股东大会审议通过了《关于< 苏州麦迪斯顿医疗科技股份有限公司第三期员 ...

Group 1 - The report aims to summarize important weekly deep reports, significant commentary, and marginal changes within the macro strategy team of large manufacturing [1] - Core stocks identified by the team include Huada Jiutian, Shanghai Yanpu, Zhejiang Rongtai, and others [1] - The core portfolio consists of companies such as Sany Heavy Industry, XCMG Group, and others, indicating a focus on key players in the manufacturing sector [1] Group 2 - As of July 18, 2025, the best-performing indices in the last week included Communication (+8%), Pharmaceutical Biology (+4%), and Automotive (+3%) [2][13] - The top three indices in the large manufacturing sector were Changjiang Lithium Battery Equipment Index (+5%), Automotive Parts (+4%), and Automotive (+3%) [2][15] - A deep report on Xuguang Electronics highlights its leadership in domestic vacuum devices and growth potential in controllable nuclear fusion and electronic materials [4] Group 3 - The report indicates that the total investment of approximately 1.2 trillion yuan in the Yarlung Zangbo River downstream hydropower project has commenced, driving demand for construction machinery [3] - The defense sector is expected to benefit from military trade leading to strategic reassessment, particularly in regions like the Middle East [3] - The competitive landscape for vacuum arc extinguishing chambers shows a high concentration in the domestic market, with a CR2 of about 60% [5] Group 4 - The report forecasts a revenue CAGR of approximately 35% for the megawatt-level electronic tube segment from 2024 to 2027 [4] - The power equipment business is expected to achieve a revenue CAGR of about 10% during the same period, driven by ongoing investments in the power grid [4] - The military business is projected to benefit from increased defense spending, with precision structural components expected to account for 58% of military revenue in 2024 [5] Group 5 - The report anticipates that the company will achieve revenues of 1.95 billion, 2.39 billion, and 3.03 billion yuan from 2025 to 2027, with a CAGR of 24% [4] - The expected net profit for the same period is projected to be 170 million, 210 million, and 270 million yuan, with a CAGR of 39% [4] - The report highlights the company's strong position in the domestic aluminum nitride materials market, benefiting from domestic substitution trends [5] Group 6 - The report notes that the company has a high market share in the medical information technology sector, covering approximately 60% of tertiary hospitals by the end of 2024 [6] - The expected growth in the domestic medical software industry is projected at a CAGR of 11.5% from 2024 to 2029 [6] - The company is collaborating with major players like Huawei to develop a comprehensive intelligent medical information platform [6]

证券代码：603990 证券简称：麦迪科技 公告编号：2025-048 苏州麦迪斯顿医疗科技股份有限公司 关于使用部分闲置募集资金进行现金管理赎回的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 苏州麦迪斯顿医疗科技股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开第四届董事会第三十一次会议、第四届监事会第十五次会议，审议通 过了《关于使用部分闲置募集资金进行现金管理的议案》，同意公司在确保不影 响募集资金投资项目进度和募集资金安全的前提下，对暂时闲置的部分募集资金 不超过人民币 2 亿元（包含本数）进行现金管理，余额在上述额度内，资金可以 滚动使用，用于购买单笔期限最长不超过 12 个月（含 12 个月）的结构性存款等 安全性高的保本型产品，不得用于证券投资。公司董事会、监事会及保荐机构已 分别对前述事项发表了同意的意见。具体内容详见公司于 2025 年 4 月 30 日披露 的《关于使用部分闲置募集资金进行现金管理的公告》(公告编号：2025-025)。 上述产品具体情况如下： 单位：人民币万元 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 证券代码：603990 证券简称：麦迪科技 公告编号：2025-047 苏州麦迪斯顿医疗科技股份有限公司 关于完成工商变更登记的公告 苏州麦迪斯顿医疗科技股份有限公司（以下简称"公司"）于 2025 年 6 月 13 日、2025 年 6 月 30 日分别召开了第四届董事会第三十二次会议、2025 年第 一次临时股东大会，审议通过了《关于增加经营范围及修订<公司章程>的议案》。 同意公司在保持原有经营范围的基础上，新增"智能机器人的研发；服务消费机 器人制造；服务消费机器人销售；智能无人飞行器销售"。具体内容详见公司于 2025 年 6 月 14 日、2025 年 7 月 1 日披露的相关公告。 近日，公司完成了工商变更登记手续，并领取了苏州市数据局核发的新的《营 业执照》，相关登记信息如下： 统一社会信用代码：913200006933449995 注册资本：30,628.2731 万元整 成立日期：2009 年 08 月 14 日 经营范围：研发医疗器械、计算机软硬件及通信技术 ...

Core Viewpoint - The company, Suzhou Mediston Medical Technology Co., Ltd., is expected to achieve a turnaround in its financial performance for the first half of 2025, projecting a net profit of between 25 million to 27 million yuan, compared to a significant loss in the same period of the previous year [2][3]. Financial Performance Summary - The projected net profit for the first half of 2025 is estimated to be between 25 million to 27 million yuan, with a net profit excluding non-recurring gains and losses expected to be between 4 million to 6 million yuan [2][4]. - In the same period of 2024, the company reported a net loss of 76.3352 million yuan, indicating a substantial improvement in financial performance [3][6]. Reasons for Turnaround - The primary reason for the expected turnaround is the completion of a significant asset sale that involved divesting from the loss-making photovoltaic business, which had negatively impacted the company's profitability in the previous year [9]. - The company has adopted a strategic focus on its core medical business, enhancing its asset-light model, and building a platform-based ecosystem, which has contributed to improved operational efficiency and cost control [9].

Group 1 - The company expects to achieve a net profit attributable to the parent company of between 25 million and 27 million yuan for the first half of 2025, compared to a loss of 76.33 million yuan in the same period last year, indicating a turnaround to profitability [1][2] - The net profit attributable to the parent company, after deducting non-recurring gains and losses, is expected to be between 4 million and 6 million yuan for the first half of 2025 [1][2] - The previous year's net profit was significantly negative at -160.45 million yuan due to losses in the photovoltaic business [2] Group 2 - The company has completed a major asset sale, divesting its photovoltaic business, which is a key factor in the expected improvement in financial performance [2] - The company is focusing on three strategic initiatives: concentrating on the medical core business, enhancing asset-light attributes, and building a platform ecosystem to optimize business structure and improve operational stability and risk resistance [2] - The company has implemented refined management practices to continuously enhance operational efficiency and cost control, thereby improving profitability [2]

Key Points - Jiangnan Water received a stake increase from Lianan Life Insurance, reaching 5.03% of total shares [3] - Yingboer plans to transfer 100% equity of Zhuhai Dingyuan for 239 million yuan to optimize asset structure [4] - Chengbang Co. warns that its stock price fluctuations are not aligned with its fundamentals, as it has seen five consecutive trading days of price increases [6] - Weimais intends to invest 190 million yuan into its subsidiary for a new electric drive assembly project [7] - Fosun Pharma's subsidiary received EU GMP certification for its production facilities, indicating compliance with EU standards [8] - Jingwei Huikai plans to acquire an additional 12.44% stake in Nosi Micro, increasing its control in the semiconductor sector [9] - ST Tongmai will remove its delisting risk warning starting July 4, while continuing other risk warnings [10] - ST Modern seeks to apply for the removal of other risk warnings but will maintain delisting risk warnings [11] - Luxshare Precision is planning to issue H-shares for listing on the Hong Kong Stock Exchange [12] - Hainan Highway intends to purchase a 51% stake in Hainan Jiaokong Petrochemical, which will become a subsidiary [13] - Jucheng Co. plans to transfer 1.25% of its shares through a price inquiry [14] Performance Highlights - Foton Motor reported a 150.96% year-on-year increase in new energy vehicle sales for the first half of the year [15] - Jiangling Motors achieved a total vehicle sales of 172,700 units in the first half, up 8.15% year-on-year [16] - Changan Automobile's sales reached 1.3553 million units in the first half, with new energy vehicle sales growing by 49.05% [17] - Meinuohua expects a net profit increase of 142.84% to 174.52% for the first half of the year [18] - Jihong Co. anticipates a net profit increase of 55% to 65% for the first half of the year [19] - Nanjing Business Travel expects a net profit decrease of 67.4% to 78.27% for the first half of the year [20] - Madi Technology forecasts a net profit of 25 million to 27 million yuan, marking a turnaround from losses in the previous year [21] Major Contracts - Dash Intelligent signed a contract for an intelligent project worth 11.88 million yuan [22] - Jinyi Industrial won a bid for a 335 million yuan intercity railway materials procurement project [23] - Sichuan Road and Bridge signed a construction contract worth approximately 11.596 billion yuan [24] - Fulian Precision signed a cooperation framework agreement with Chuanfa Longmang for lithium battery material projects [26] Share Buybacks - Kweichow Moutai repurchased 72,000 shares in June, totaling 1.02 billion yuan [27] - Feiwo Technology plans to repurchase shares worth 25 million to 50 million yuan [28] - Nengte Technology intends to repurchase shares worth 300 million to 500 million yuan for capital reduction [29] - CATL has repurchased 6.641 million A-shares for a total of 1.551 billion yuan [30] Shareholding Changes - Renfu Pharmaceutical's shareholder plans to increase its stake by 1% to 2% [31] - Sanwei Xinan's shareholder intends to reduce its stake by up to 2% [33] - Data Port's shareholders plan to reduce their stakes by up to 2% [34] - Zhuzhou Design's controlling shareholders plan to reduce their stakes by up to 3% [35] - Tianji Co.'s controlling shareholders plan to reduce their stakes by up to 3% [36] - Anjisi's shareholders plan to reduce their stakes by up to 4% [37] Financing Activities - CITIC Securities received approval to issue up to 20 billion yuan in perpetual subordinated bonds [39]