Group 1 - The assisted reproductive industry is experiencing a strong upward trend, with companies such as HanShang Group, FuYuan Pharmaceutical, and LiDeMan reaching their daily price limit [1] - Other companies in the sector, including GongTong Pharmaceutical, DaJia WeiKang, SiChuang YiHui, BoTuo Bio, BeiRui Gene, and MaiDi Technology, also saw significant increases in their stock prices [1]

Group 1 - The stock price of Madi Technology closed at 15.95 yuan on July 30, 2025, down 0.10 yuan or 0.62% from the previous trading day [1] - The trading volume on that day was 167,552 hands, with a transaction amount of 264 million yuan [1] - Madi Technology's main business includes medical information technology and intelligent robot research and development, with products such as medical information systems and health care robots [1] Group 2 - The company has connected with over 2,400 medical institutions in China [1] - At the 2025 Artificial Intelligence Product Application Expo, Madi Technology showcased its latest health care robot, which can communicate with the elderly and provide health monitoring and safety companionship [1] - The product has undergone a technological iteration process from non-contact to semi-contact and light contact [1] Group 3 - On July 30, 2025, the net outflow of main funds for Madi Technology was 37.79 million yuan, accounting for 0.77% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow of funds reached 212.06 million yuan, representing 4.34% of the circulating market value [1]

金融界消息 截至2025年7月30日收盘，麦迪科技（603990）报收于15.95元，下跌0.62%，换手率 5.47%，成交量16.76万手，成交金额2.64亿元。 资金流向方面，今日主力资金净流出3779.26万元，占比成交额14.34%。其中，超大单净流出2410.14万 元、占成交额9.15%，大单净流出1369.11万元、占成交额5.2%，中单净流出流入377.47万元、占成交额 1.43%，小单净流入3401.78万元、占成交额12.91%。 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%。 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 3028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。 来源：金融界 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， ...

Core Viewpoint - The financial performance of Madi Technology (麦迪科技) shows a significant decline in revenue while net profit has increased substantially, indicating a potential shift in operational efficiency or cost management strategies [1]. Financial Performance - As of the first quarter of 2025, the company reported total revenue of 63.34 million yuan, a year-on-year decrease of 43.13% [1]. - The net profit attributable to shareholders was 23.60 million yuan, reflecting a year-on-year increase of 138.55% [1]. - The non-recurring net profit was 2.53 million yuan, showing a year-on-year growth of 103.42% [1]. - The current ratio was 2.95, and the quick ratio was 2.82, indicating strong liquidity [1]. - The debt-to-asset ratio stood at 34.04%, suggesting a moderate level of financial leverage [1]. Market Activity - As of July 29, 2025, Madi Technology's stock closed at 16.05 yuan, with a slight increase of 0.19% [1]. - The trading volume was 138,500 hands, with a total transaction value of 222 million yuan [1]. - There was a net outflow of main funds amounting to 42.94 million yuan, which accounted for 19.32% of the transaction value [1]. - Large orders saw a net outflow of 30.92 million yuan, representing 13.91% of the transaction value [1]. Company Background - Madi Technology, officially known as Suzhou Madi Medical Technology Co., Ltd., was established in 2009 and is located in Suzhou [2]. - The company focuses primarily on research and experimental development, with a registered capital of 3,062.83 million yuan and a paid-in capital of 891.95 million yuan [2]. - The legal representative of the company is Weng Kang [1]. Investment and Intellectual Property - Madi Technology has made investments in 9 companies and participated in 3,027 bidding projects [2]. - The company holds 84 trademark registrations and 168 patents, along with 17 administrative licenses [2].

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 ...

Core Viewpoint - Suzhou Mediston Medical Technology Co., Ltd. has completed the registration of changes in its business scope, expanding into the development and sales of intelligent robots and drones, which indicates a strategic shift towards advanced technology sectors [1]. Group 1: Business Scope Changes - The company held a temporary shareholders' meeting on June 2025, where it approved the proposal to expand its business scope to include "research and development of intelligent robots; manufacturing and sales of service consumer robots; sales of intelligent unmanned aerial vehicles" [1]. - The company has received a new business license from the Suzhou Data Bureau reflecting these changes [1]. Group 2: Company Information - The company is registered as a joint-stock company with a registered capital of 306.282731 million yuan, established on August 14, 2009 [1]. - The company's address is located at 222 Gui Jia Xiang, Suzhou Industrial Park, and its legal representative is Weng Kang [1]. Group 3: Business Operations - The company’s original business scope includes the research and development of medical devices, computer software and hardware, and communication technology, among others [1]. - The company is also involved in the production and sales of various classes of medical devices, as well as providing technical services and consulting [1].

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 ...