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 ...

Group 1 - On July 28, a total of 13 companies were investigated by institutions, with 9 companies being surveyed by funds, indicating a strong interest in these firms [1] - Among the surveyed companies, Shenghong Technology received the most attention, with 31 funds participating in its investigation, while Cuihua Jewelry and Maidi Technology were investigated by 11 and 10 funds respectively [1] - The surveyed companies included 3 from the Shenzhen Main Board, 5 from the ChiNext, and 1 from the Shanghai Main Board [1] Group 2 - The total market capitalization of the surveyed companies included 1 company with a market cap over 500 billion, and Shenghong Technology had a market cap exceeding 1 trillion [1] - In terms of market performance, 3 out of the surveyed stocks increased in value over the past 5 days, with Shenghong Technology leading at a rise of 15.79%, followed by Hengshuai Co. and Fengmao Co. with increases of 7.14% and 4.62% respectively [1] - Conversely, 6 stocks experienced declines, with Maidi Technology, Zhongmi Holdings, and Cuihua Jewelry seeing drops of 5.65%, 3.46%, and 0.76% respectively [1] Group 3 - Among the surveyed stocks, 4 experienced net capital inflows over the past 5 days, with Shenghong Technology attracting 1.014 billion yuan, the highest among them [2] - Other companies with significant net inflows included Hengshuai Co. and Cuihua Jewelry, with inflows of 36.95 million yuan and 19.90 million yuan respectively [2] - In terms of performance forecasts, only one company provided a half-year earnings forecast, with Maidi Technology expecting a net profit of 26 million yuan, reflecting a year-on-year increase of 134.06% [2]

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]