（记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经AI快讯，奕瑞科技（SH 688301，收盘价：97.42元）12月17日晚间发布公告称，公司第三届第二十 二次董事会会议于2025年12月17日以现场及通讯方式召开。会议审议了《关于变更公司董事会秘书的议 案》等文件。 2024年1至12月份，奕瑞科技的营业收入构成为：数字化X线探测器占比93.53%，其他业务占比6.47%。 截至发稿，奕瑞科技市值为206亿元。 每经头条（nbdtoutiao）——海南封关政策红利全解析：零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… ...

截至发稿，奕瑞科技市值为206亿元。 每经头条（nbdtoutiao）——海南封关政策红利全解析：零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… （记者 曾健辉） 每经AI快讯，奕瑞科技（SH 688301，收盘价：97.42元）12月17日晚间发布公告称，奕瑞电子科技集团 股份有限公司董事会于近日收到公司董事会秘书邱敏女士的辞职报告，邱敏女士因个人原因申请辞去公 司董事会秘书职务，辞职后不再担任公司任何职务。为确保公司董事会的日常运作及公司信息披露等工 作的有序开展，经公司董事长提名、董事会提名委员会审查，同意聘任卞韧先生为公司董事会秘书。 2024年1至12月份，奕瑞科技的营业收入构成为：数字化X线探测器占比93.53%，其他业务占比6.47%。 ...

作为辐射探测领域的核心转换材料，钆镓铝基稀土石榴石结构闪烁陶瓷（GAGG）正迎来产业化突破。 国内数字X线影像系统核心部件领军企业奕瑞科技（688301.SH）在继成功量产医疗CT用GOS陶瓷后， 再次取得关键进展，正式宣布GAGG稀土透明陶瓷投入规模化生产，并建成年产吨级的立方晶系GAGG 产线。 图示 GAGG稀土透明陶瓷 此次量产落地，标志着奕瑞已掌握从软X射线到高能γ射线的全能谱探测材料量产能力，将为下游探测 与成像装备的技术升级与应用拓展提供坚实的核心材料支撑。业内认为，奕瑞坚持不懈的技术与产品革 新，未来有望持续受益于工业检测、医疗影像等领域的需求增长，进一步加强其在全球辐射探测核心部 件市场的地位。 GAGG稀土透明陶瓷的量产，源于奕瑞研发人员"寓精于料，料要成材，材要成器，器要好用"的质朴开 发理念，公司贯通了从荧光粉合成、陶瓷制备、像素阵列加工到探测器模组封装的全栈式自主技术链， 通过能带工程、缺陷工程、价态工程及微观结构优化，协同实现了高闪烁性能与优异透过率的统一。公 司采用纳米技术制备高活性粉体、超高温与高压"炼丹炉"炼制零气孔多晶陶瓷，规避了贵金属坩埚投入 大、能耗高、组分不均等传统工 ...

Investment Rating - The report maintains an "Outperform" rating for the machinery equipment industry [5][12]. Core Views - The focus on humanoid robots and AI infrastructure is expected to drive significant growth in the industry, with the U.S. government under Trump prioritizing the development of the robotics sector [2][19]. - TikTok plans to invest $38 billion in building a data center in Brazil, indicating a strong commitment to AI infrastructure [20]. - Jerry Holdings has secured contracts exceeding $100 million for generator sets, highlighting its competitive advantage in the data center power supply sector [21]. Humanoid Robots - Humanoid robots are seen as a crucial carrier for AI, with ongoing advancements expected to continue. The report suggests focusing on companies with strong positions in the supply chain, particularly those linked to Tesla [2][9]. - Key companies to watch include: - Core suppliers: Feirongda, Longxi Co., Weiman Sealing, Hengli Hydraulic, Huichuan Technology, Green Harmony, Lens Technology, and Wuzhou New Spring [2]. - Incremental opportunities: Weiman Sealing, Longxi Co., Feirongda, Weike Technology, and Hanwei Technology [2][9]. AI Infrastructure - AI computing power is identified as a high-growth investment theme, with a focus on the energy supply chain for AI data centers. Gas turbines are expected to benefit significantly from the demand for data center power [3][9]. - Key companies in the gas turbine supply chain include: - Gas turbine hot-end blades: Yingliu Co., Wanze Co. - Gas turbine generator sets: Jerry Holdings. - Other components: Haomai Technology, Liande Co., and supporting heat recovery steam generators [3][9]. Key Company Earnings Forecast and Investment Ratings - The report provides earnings forecasts and investment ratings for several companies, all rated as "Outperform": - Green Harmony: 2024 EPS of 0.33, PE of 474 [12][29]. - Mingzhi Electric: 2024 EPS of 0.19, PE of 370 [12][29]. - Huichuan Technology: 2024 EPS of 1.60, PE of 46 [12][29]. - Hengli Hydraulic: 2024 EPS of 1.87, PE of 60 [12][29]. - Longxi Co.: 2024 EPS of 0.31, PE of 91 [12][29]. - Yingliu Co.: 2024 EPS of 0.42, PE of 97 [12][29].

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index rose by 0.90%, with notable increases in constituent stocks such as Green Harmony (+7.08%), Yirui Technology (+4.23%), and others [1] - The Sci-Tech 100 ETF (588800) experienced a trading volume of 2.10 billion yuan with a turnover rate of 8.34%, indicating strong market interest [1] - The Semiconductor Materials and Equipment Theme Index on the Sci-Tech Board increased by 1.55%, with key stocks like Zhongke Feimeng (+4.39%) and Chip Source Micro (+4.08%) showing significant gains [1] Group 2 - China Galaxy Securities highlighted the long-term growth potential of analog chips in the context of smart and electric trends, emphasizing the importance of companies with technological advantages in AI and automotive sectors [2] - The Sci-Tech 100 ETF (588800) is the first and only mid-cap index tracking high-growth tech companies, focusing on semiconductor, pharmaceutical, and new energy sectors [2] - The Semiconductor ETF (588170) tracks the Semiconductor Materials and Equipment Theme Index, which includes companies in semiconductor equipment (61%) and materials (23%), benefiting from domestic substitution and AI-driven demand [2]

Core Insights - The pharmaceutical sector is experiencing a rise, with the Shanghai Stock Exchange Sci-Tech Innovation Board Biomedicine Index increasing by 1.03% as of December 4, 2025, with notable gains from companies like Zai Lab (up 4.47%) and Rongchang Bio (up 4.14%) [1] Industry Overview - The pharmaceutical industry has undergone eleven rounds of national drug centralized procurement and multiple rounds of medical insurance negotiations, leading to an inevitable decline in the generic drug sector, which impacts the overall pharmaceutical industry [1] - From January to September 2025, the pharmaceutical manufacturing industry's revenue remained relatively stable, but the outlook for generic drugs is bleak, indicating a need for innovative drugs to drive future growth [1] Investment Perspective - According to Everbright Securities, future investments in the pharmaceutical sector should focus on the clinical value of drugs, addressing clinical needs of patients, as both domestic medical insurance policies and global expansion strategies increasingly emphasize clinical value [1] - The innovative drug industry chain and innovative medical devices are viewed positively based on the clinical value framework [1] Market Data - As of November 28, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biomedicine Index include companies like United Imaging Healthcare and BeiGene, collectively accounting for 49.75% of the index [1]

奕瑞科技12月3日大宗交易平台出现一笔成交，成交量324.39万股，成交金额2.59亿元，大宗交易成交价 为79.95元，相对今日收盘价折价19.24%。该笔交易的买方营业部为浙商证券股份有限公司杭州分公 司，卖方营业部为国泰海通证券股份有限公司上海浦东新区浦东南路证券营业部。 进一步统计，近3个月内该股累计发生5笔大宗交易，合计成交金额为5.89亿元。 | 成交量 （万 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | 格 | 折溢价（%） | | | | 股） | | （元） | | | | | 324.39 | 25934.72 | 79.95 | -19.24 | 浙商证券股份有限 | 国泰海通证券股份有限公司上海 | | | | | | 公司杭州分公司 | 浦东新区浦东南路证券营业部 | （文章来源：证券时报网） 证券时报·数据宝统计显示，奕瑞科技今日收盘价为99.00元，下跌0.89%，日换手率为0.48%，成交额为 9486.67万元，全天主力资金净流出202.16万元 ...

Core Insights - The domestic industrial CT sector is experiencing a significant rise in financing and impressive performance from listed companies, marking a strong trajectory of growth in high-end manufacturing by 2025 [1][14]. Group 1: Financing Surge - The frequency and scale of financing in the domestic industrial CT field have significantly increased, with at least five key enterprises completing important financing rounds in 2025, with amounts ranging from millions to billions [1][15]. - Companies such as Yimu Wanxiang and Weituo Precision have successfully completed Pre-A financing rounds, with Yimu Wanxiang raising several million yuan to enhance market layout and technology development [2][16][17]. - New Hong Electronics and Chaoqun Detection have secured strategic financing of several hundred million yuan, aimed at expanding production capacity and advancing technology in X-ray source solutions [4][19]. Group 2: Strong Performance of Listed Companies - Listed companies in the industrial CT sector have reported impressive financial results for the first three quarters of 2025, with revenue and net profit showing double-digit growth [20][21]. - Dayun Technology achieved a revenue increase of 44.01%, with a net profit of 125 million yuan, reflecting strong business growth and cash flow generation [8][22]. - Zhengye Technology reported a remarkable 120.19% increase in net profit, showcasing enhanced operational efficiency and cost control [9][23]. - Yirui Technology and Sanying Precision also demonstrated robust growth, with Yirui's revenue reaching 1.549 billion yuan and Sanying's revenue growing by 33.51% [10][24]. Group 3: Policy and Technological Advancements - The growth of domestic industrial CT is driven by supportive policies and technological innovations, with the government promoting self-sufficiency in high-end equipment through initiatives like "Made in China 2025" [11][25]. - The increasing proportion of domestic equipment in government procurement reflects the growing market replacement capability of domestic imaging equipment [11][25]. - Despite challenges from foreign brands, domestic companies are making significant technological breakthroughs, such as New Hong Electronics' cold cathode X-ray source and Dayun Technology's open X-ray tube [12][26].

格隆汇12月3日丨奕瑞科技(688301.SH)公布，近日，公司收到奕原禾锐出具的《关于奕瑞科技减持股份 计划实施完毕及权益变动触及1%的告知函》。在减持计划期间内，奕原禾锐减持公司股票324.39万 股，占公司股份总数的1.53%，上述减持计划已实施完毕。 ...

| 证券代码：688301 | 证券简称：奕瑞科技 | 公告编号：2025-099 | | --- | --- | --- | | 转债代码：118025 | 转债简称：奕瑞转债 | | 奕瑞电子科技集团股份有限公司 关于股东减持股份结果暨权益变动触及 1%刻度的提 示性公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 股东持股的基本情况 本次减持计划实施前，奕瑞电子科技集团股份有限公司（以下简称"公司" "奕 瑞科技"）股东上海奕原禾锐投资咨询有限公司（以下简称"奕原禾锐"）持有公 司股份 32,696,549 股，占公司总股本的 15.47%。上述股份均为公司 IPO 前及上 市后权益分派资本公积转增股本取得的股份，该部分股份已于 2023 年 9 月 18 日、2024 年 6 月 17 日、2025 年 6 月 19 日上市流通。 减持计划的实施结果情况 2025 年 10 月 27 日，公司披露了《奕瑞科技关于公司股东减持股份计划的 公告》（公告编号：2025-088），公司股东奕 ...