目 录 一、关于营业收入扣除情况的专项核查意见………………………第 1—2 页 二、2024 年度营业收入扣除情况表…………………………………第 3—5 页 关于营业收入扣除情况的专项核查意见 天健审〔2025〕8712 号 迈得医疗工业设备股份有限公司全体股东： 我们接受委托，审计了迈得医疗工业设备股份有限公司（以下简称迈得医疗 公司）2024 年度财务报表，包括 2024 年 12 月 31 日的合并及母公司资产负债表， 2024 年度的合并及母公司利润表、合并及母公司现金流量表、合并及母公司所 有者权益变动表，以及财务报表附注，并出具了审计报告。在此基础上，我们核 查了后附的迈得医疗公司管理层编制的《2024 年度营业收入扣除情况表》（以 下简称扣除情况表）。 一、对报告使用者和使用目的的限定 本报告仅供迈得医疗公司年度报告披露时使用，不得用作任何其他目的。我 们同意将本报告作为迈得医疗公司年度报告的必备文件，随同其他文件一起报送 并对外披露。 为了更好地理解迈得医疗公司 2024 年度营业收入扣除情况，扣除情况表应 当与已审的财务报表一并阅读。 第 1 页 共 5 页 情况表发表专项核查意见。 四、工 ...

Investment Rating - The report maintains a "Recommended" rating for the photovoltaic industry, indicating limited marginal impact from recent developments [1]. Core Insights - The final anti-dumping and countervailing duty rates announced by the U.S. Department of Commerce for solar cells imported from four Southeast Asian countries (Cambodia, Malaysia, Thailand, Vietnam) have generally increased, with some companies facing punitive rates exceeding 3000% due to non-compliance during investigations [1][11][12]. - Despite the increased duty rates, the marginal impact is expected to be limited as companies have already adjusted their export strategies to mitigate risks, and the U.S. remains reliant on imported solar cells due to insufficient domestic production capacity [2][12]. Industry Price Trends Main Material Segment - The average price of polysilicon dense material is reported at 40.0 CNY/kg, and granular material at 38.0 CNY/kg, remaining stable week-on-week [3][37]. - The average price for 182-183.75mm monocrystalline P-type silicon wafers is 1.15 CNY/piece, also stable, while N-type wafers have seen price decreases of up to 6.9% [3][38]. - The average price for 182-183.75mm monocrystalline PERC cells is 0.295 CNY/W, down 1.7% from the previous week [3][43]. Auxiliary Material Segment - The price of 3.2mm coated photovoltaic glass is stable at 22.25 CNY/m², and 2.0mm coated glass at 14.25 CNY/m² [4][53]. - Prices for transparent EVA film, white EVA film, and POE film remain unchanged at 6.14 CNY/m², 6.64 CNY/m², and 8.51 CNY/m² respectively [4][53]. Market Performance Overview Industry and Stock Performance - The overall industry index increased by 0.59%, with the electric equipment sector rising by 2.40% [14][15]. - The top-performing stocks in the electric equipment sector include Fangzheng Electric (+28.20%) and Saimo Intelligent (+19.18%), while Qingdao Zhongcheng saw a significant decline of -20.50% [20][22]. PE Valuation - As of April 25, the electric equipment sector has a PE (TTM) of 23x, with the photovoltaic equipment sector at 17x [25][29]. - The PE valuation percentile for the electric equipment sector is 17.5%, indicating its relative valuation compared to historical data [30][33].

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Maide Medical, indicating a significant decline in revenue and profit for the third quarter of 2024 [1] - As of September 30, 2024, Maide Medical has 4,462 shareholders, an increase of 520 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The company specializes in the research, production, sales, and service of medical consumables and intelligent equipment, with key products in safety infusion and blood purification [1] Group 2 - The latest financial results show that Maide Medical achieved an operating income of 220 million yuan, a year-on-year decrease of 33.45%, and a net profit of 7.63 million yuan, down 89.37% year-on-year, with a gross profit margin of 48.86% [1] - The company's current price-to-earnings ratio (TTM) is -90.14, and the price-to-book ratio is 2.12, with a total market capitalization of 1.78 billion yuan [2] - Compared to industry averages, Maide Medical's financial metrics are significantly lower, with the industry average P/E ratio at 59.86 and average price-to-book ratio at 4.03 [2]

Group 1: AI Industry Developments - The European Union is investing in the construction of 13 AI super factories, with a total investment goal of €200 billion, including a dedicated fund of €20 billion for these projects [1] - Each AI super factory will be equipped with over 100,000 high-end AI processors, with the best-performing factories hosting up to 25,000 processors [1] Group 2: Film Industry Response - The National Film Administration of China plans to moderately reduce the import of American films in response to the U.S. government's imposition of tariffs on Chinese goods, which may decrease the audience's favorability towards American films [1] Group 3: Telecommunications and 5G - Beijing aims to achieve comprehensive 5G large-scale applications by the end of 2027, establishing itself as a leading city in 5G applications, enhancing industrial support, network service capabilities, and ecological collaboration [2] Group 4: Corporate Financial Performance - TSMC reported March revenue of NT$285.96 billion, a year-on-year increase of 46.5%, and Q1 revenue of NT$839.25 billion, up 41.6% year-on-year [3] - Meixin Sheng expects Q1 2025 net profit to be between RMB 2 million and 5 million, marking a significant turnaround from losses, driven by a 30% to 35% increase in revenue [5] - Huaxi Biological's 2024 revenue reached RMB 5.371 billion, with skin-related medical revenue exceeding RMB 1 billion, reflecting a 43.57% year-on-year growth [6] Group 5: Corporate Actions and Shareholder Commitments - Kingsoft WPS Corporation Limited, the controlling shareholder of Kingsoft Office, has committed not to reduce its shareholding from April 10, 2025, to December 31, 2025 [4] - Jincheng Co. plans to repurchase shares worth between RMB 50 million and 100 million for employee stock ownership or equity incentives [6] - Guangge Technology intends to repurchase shares with a total amount between RMB 10 million and 20 million for employee stock ownership plans [6] Group 6: Investment and Financing Activities - Stardust Intelligence has completed several rounds of financing, raising several hundred million yuan, with participation from prominent investors [7] - Shenzhen Ruisi Zhixin Technology has received equity financing from multiple investors, indicating strong market interest [8] - Anhui Zhongsheng Traceability Biotechnology has completed B+ round financing of RMB 85 million, continuing its trend of successful fundraising [9]

来源：金融界 4月10日，迈得医疗今日收盘10.87元，上涨4.02%，最新市净率2.15，总市值18.07亿元。 股东方面，截至2024年9月30日，迈得医疗股东户数4462户，较上次增加520户，户均持股市值35.28万 元，户均持股数量2.76万股。 迈得医疗工业设备股份有限公司主营业务是医用耗材智能装备的研发、生产、销售和服务。公司的主要 产品包括安全输注类、血液净化类两大类设备。公司获得浙江省博士后工作站设站资格；参与浙江省生 产制造方式转型示范项目、浙江省"尖兵""领雁"研发攻关计划项目；被评为2022年国家知识产权优势企 业、2022年浙江省知识产权示范企业。 最新一期业绩显示，2024年三季报，公司实现营业收入2.20亿元，同比-33.45%；净利润762.99万元，同 比-89.37%，销售毛利率48.86%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)18迈得医疗-91.49-91.492.1518.07亿行业平均 59.1662.723.8155.30亿行业中值44.1342.382.6334.57亿1亿嘉和-1926.08-724.413.1772.85亿2巨能股 份-17 ...

证券代码：688310 证券简称：迈得医疗 公告编号：2025-010 迈得医疗工业设备股份有限公司 一、增持主体的基本情况 （一）增持主体的名称：王瑜玲女士，系公司控股股东、实际控制人、董事 长、总经理林军华先生的配偶。 （二）截至本公告披露日，王瑜玲女士直接持有公司股份 1,960 股，占公司 总股本的 0.0012%。公司控股股东、实际控制人、董事长、总经理林军华先生及 一致行动人合计持有公司股份比例为 50.5967%。 （三）本公告披露之前 12 个月内，王瑜玲女士未披露过增持计划。 关于实际控制人之一致行动人增持公司股份计划的公 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、准确性和完整性依法承担法律责任。 重要内容提示： 迈得医疗工业设备股份有限公司（以下简称"公司"）近日收到公司控股 股东、实际控制人、董事长、总经理林军华先生的配偶王瑜玲女士的通知，基于 对公司未来发展的信心以及对公司股票长期投资价值的认可，拟自2025年4月11 日起6个月内，通过上海证券交易所交易系统允许的方式（包括但不限于集中竞 价、大宗交易等）增持公司股份，合 ...

最新一期业绩显示，2024年三季报，公司实现营业收入2.20亿元，同比-33.45%；净利润762.99万元，同 比-89.37%，销售毛利率48.86%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)20迈得医疗-99.06-99.062.3319.56亿行业平均 66.9871.754.4263.73亿行业中值50.0549.883.0941.30亿1巨能股份-2236.22-2236.229.5525.02亿2亿嘉 和-1781.41-670.002.9367.38亿3巨轮智能-1729.19-668.558.41204.54亿4远大智能-898.61133.553.5841.42亿 5开勒股份-475.52124.874.1633.53亿6蓝英装备-406.89-367.948.3977.20亿7大宏立-350.29-65.222.4621.65 亿8永创智能-317.3274.882.2053.21亿9爱司凯-252.55-563.046.9733.98亿10上工申贝-214.2497.852.7688.79 亿11利和兴-177.07-118.695.2644.79亿 来源：金融界 迈得 ...

证券代码：688310 证券简称：迈得医疗 公告编号：2025-009 迈得医疗工业设备股份有限公司 关于2025年度日常关联交易预计的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 是否需要提交股东大会审议：否 日常关联交易对上市公司的影响：本次关联交易属于迈得医疗工业设备 股份有限公司（以下简称"公司"）日常关联交易，交易符合公开、公平、公正的 原则，不存在损害公司及全体股东特别是中小股东利益的情形，不会影响公司的 独立性，也不会因此类关联交易而对关联方形成重大依赖。 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 公司于 2025 年 3 月 13 日召开第四届董事会第二十五次会议、第四届监事会 第二十二次会议，审议通过了《关于 2025 年度日常关联交易预计的议案》。全 体董事、监事一致同意该议案。 公司第四届董事会独立董事专门会议审议通过了《关于 2025 年度日常关联 交易预计的议案》，全体独立董事认为：公司预计 2025 年发生的日常关联交易 为公司日常经营所需，将遵循公平、 ...

证券代码：688310 证券简称：迈得医疗 公告编号：2025-008 迈得医疗工业设备股份有限公司 第四届监事会第二十二次会议决议公告 本公司监事会及全体监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、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 迈得医疗工业设备股份有限公司（以下简称"公司"） 第四届监事会第二十 二次会议（以下简称"本次会议"）于 2025 年 3 月 13 日以现场方式在公司会议室 召开。本次会议的通知已于 2025 年 3 月 7 日以电子邮件方式送达全体监事。本 次会议由监事会主席王兆平先生召集并主持，应出席会议监事 3 人，实际出席会 议监事 3 人。本次会议的召集、召开符合《中华人民共和国公司法》等法律、 行政法规以及《迈得医疗工业设备股份有限公司章程》的相关规定。 (一)审议通过了《关于2025年度日常关联交易预计的议案》 经审议，公司监事会认为预计 2025 年发生的日常关联交易为公司日常经营 所需，将遵循公平、公正的原则，关联交易定价公允合理，符合有关法律、法规、 规范性文件和《公司章程》等相关规定，不影响公司独立性，不会对 ...

证券代码：688310 证券简称：迈得医疗 公告编号：2025-007 迈得医疗工业设备股份有限公司 关于股份回购实施结果暨股份变动的公告 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。 重要内容提示： | 回购方案首次披露日 | 2024/8/15，由公司董事长、实际控制人林军华先 | | --- | --- | | | 生提议 | | 回购方案实施期限 | 2024/9/3~2025/9/2 | | 预计回购金额 | 1,500 万元~3,000 万元 | | 回购价格上限 | 15 元/股 | | 回购用途 | □减少注册资本 | | | √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 实际回购股数 | 股 2,592,575 | | 实际回购股数占总股本比例 | 1.5597% | | 实际回购金额 | 29,156,636.67 元 | | 实际回购价格区间 | 9.30 元/股~13.45 元/股 | 一、 回购审批情况和回购方案内容 迈得医疗工业设备 ...