Group 1 - On September 3, a total of 33 stocks were involved with institutional investors, with 15 showing net buying and 18 showing net selling [1] - The top three stocks with net buying by institutions were Chenxin Pharmaceutical, Xiaocheng Technology, and Ailuo Energy, with net buying amounts of 116 million, 111 million, and 72.55 million respectively [1][2] - The top three stocks with net selling by institutions were Yuanjie Technology, Chengdu Huamei, and Julun Intelligent, with net outflow amounts of 409 million, 112 million, and 98.8 million respectively [1][3] Group 2 - The stock with the highest net buying was Chenxin Pharmaceutical, which saw a price increase of 10.02% [2] - Xiaocheng Technology experienced a price drop of 3.46% despite a significant net buying amount of 110.9 million [2] - Ailuo Energy had a notable price increase of 19.15% along with a net buying amount of 72.55 million [2] Group 3 - The stock with the highest net selling was Yuanjie Technology, which had a price drop of 13.01% and a net outflow of 409 million [3] - Chengdu Huamei saw a price increase of 14.97% but still experienced a net selling of 112 million [3] - Julun Intelligent had a slight price increase of 0.56% while facing a net outflow of 98.8 million [3]

迈得医疗工业设备股份有限公司 关于召开2025年半年度业绩说明会的公告 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： 会议召开时间：2025年9月10日（星期三）10:00-11:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688310 证券简称：迈得医疗 公告编号：2025-035 董事长、总经理：林军华先生 董事会秘书：林栋先生 财务负责人：林君辉先生 独立董事：张颖辉女士 会议召开方式：上证路演中心网络互动 投资者可于2025年9月3日（星期三）至9月9日（星期二）16:00前登录上证路演中心网站首页点击"提问 预征集"栏目或通过公司邮箱（zq@maiderchina.com）进行提问。公司将在说明会上对投资者普遍关注 的问题进行回答。 迈得医疗工业设备股份有限公司（以下简称"公司"）已于2025年8月28日发布公司2025年半年度报告， 为便于广大投资者更全面深入地了解公 ...

证券代码：688310 证券简称：迈得医疗 公告编号：2025-035 迈得医疗工业设备股份有限公司 关于召开 2025 年半年度业绩说明会的公告 ?会议召开时间：2025 年 9 月 10 日（星期三）10:00-11:00 ? 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） ?会议召开方式：上证路演中心网络互动 ?投资者可于 2025 年 9 月 3 日（星期三）至 9 月 9 日（星期二）16:00 前登录上 证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 （zq@maiderchina.com）进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 迈得医疗工业设备股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日 发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 9 月 10 日（星期三）10:00-11:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 ...

Core Viewpoint - Maide Medical announced that its 2025 semi-annual performance briefing is scheduled for September 10, 2025 [1] Company Summary - The company is preparing to hold a performance briefing to discuss its financial results for the first half of 2025 [1]

证券代码：688310 证券简称：迈得医疗 公告编号：2025-035 迈得医疗工业设备股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 投资者可于 2025 年 9 月 3 日（星期三）至 9 月 9 日（星期二）16:00 前登录上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 （zq@maiderchina.com）进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 迈得医疗工业设备股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日 发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 9 月 10 日（星期三）10:00-11:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 三、 参加人员 董事长、总经理：林军华先生 一、 说明会类型 本次投资者说明会以 ...

业绩披露要点 截至2025年8月29日收盘，迈得医疗（688310）报收于19.67元，较上周的18.52元上涨6.21%。本周，迈 得医疗8月26日盘中最高价报21.3元，股价触及近一年最高点。8月26日盘中最低价报17.52元。迈得医疗 当前最新总市值32.7亿元，在自动化设备板块市值排名69/78，在两市A股市值排名4308/5152。 本周关注点 交易信息汇总 迈得医疗（688310）因有价格涨跌幅限制的日收盘价格涨幅达到15%，于2025年8月26日登上沪深交易 所龙虎榜，为近5个交易日内首次上榜。 股本股东变化 截至2025年6月30日，迈得医疗股东户数为3805.0户，较3月31日减少192.0户，减幅4.8%；户均持股数 量由4.16万股增至4.37万股，户均持股市值为64.39万元。 迈得医疗2025年中报显示，主营收入1.41亿元，同比下降14.75%；归母净利润604.51万元，同比下降 38.81%；扣非净利润-251.49万元，同比下降135.52%。2025年第二季度单季度主营收入1.01亿元，同比 上升10.58%；单季度归母净利润1684.24万元，同比上升2759.64%；单 ...

Group 1 - The stock price of Maide Medical (688310) closed at 18.74 yuan on August 28, 2025, down 2.55% with a turnover rate of 5.95% and a trading volume of 98,900 hands, resulting in a transaction amount of 191 million yuan [1] - The net inflow of main funds on August 28 was 1.2183 million yuan, accounting for 0.64% of the total transaction amount, while retail investors had a net inflow of 1.2535 million yuan, also accounting for 0.65% [1] - The company reported a main business income of 141 million yuan for the first half of 2025, a year-on-year decrease of 14.75%, and a net profit attributable to shareholders of 6.0451 million yuan, down 38.81% year-on-year [4] Group 2 - The financing data on August 28 showed a financing balance of 87.245 million yuan, with a net repayment of 15.0958 million yuan [2] - The company’s total market value is 3.115 billion yuan, with a net asset of 828 million yuan and a net profit of 6.0451 million yuan, ranking 202nd, 198th, and 185th respectively in the specialized equipment industry [4] - The gross profit margin of Maide Medical is 38.93%, which is higher than the industry average of 27.56% [4]

据证券之星公开数据整理，近期迈得医疗（688310）发布2025年中报。截至本报告期末，公司营业总收 入1.41亿元，同比下降14.75%，归母净利润604.51万元，同比下降38.81%。按单季度数据看，第二季度 营业总收入1.01亿元，同比上升10.58%，第二季度归母净利润1684.24万元，同比上升2759.64%。本报 告期迈得医疗公司应收账款体量较大，当期应收账款占最新年报营业总收入比达42.42%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率38.93%，同比减18.96%，净利 率-1.29%，同比减130.24%，销售费用、管理费用、财务费用总计4882.83万元，三费占营收比34.63%， 同比增0.71%，每股净资产4.81元，同比减6.1%，每股经营性现金流0.68元，同比增241.93%，每股收益 0.04元，同比减33.33% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 1.65亿 | 1.41亿 | -14.75% | | 归母净利润(元) | 987.99万 | 6 ...

Financial Performance - The total revenue for Maide Medical in the 2025 mid-year report was 141 million yuan, a decrease of 14.75% year-on-year [1] - The net profit attributable to the parent company was 6.05 million yuan, down 38.81% year-on-year [1] - In Q2 2025, total revenue was 101 million yuan, an increase of 10.58% year-on-year, while net profit reached 16.84 million yuan, a significant increase of 2759.64% [1] - The gross profit margin was 38.93%, a decrease of 18.96% year-on-year, and the net profit margin was -1.29%, down 130.24% year-on-year [1] - The total of selling, administrative, and financial expenses was 48.83 million yuan, accounting for 34.63% of revenue, a slight increase of 0.71% year-on-year [1] - The earnings per share were 0.04 yuan, a decrease of 33.33% year-on-year, while the operating cash flow per share was 0.68 yuan, an increase of 241.93% year-on-year [1] Industry Context - The domestic contact lens market is dominated by four major international players: Johnson & Johnson, CooperVision, Alcon, and Bausch + Lomb [5] - The contact lens industry in mainland China is still in its early development stage, with domestic production primarily relying on Taiwanese manufacturers for processing [5] - Maide Medical has a competitive advantage due to its 20 years of technical accumulation in equipment, forming a comprehensive R&D system across multiple disciplines [5] - The company’s technological capabilities in materials science, mechanics, and various manufacturing processes provide a synergistic advantage in the contact lens business, allowing for shorter delivery cycles compared to larger Taiwanese manufacturers [5] Investment Insights - The company has shown a historical median ROIC of 12.63%, indicating good investment returns, although the worst year was 2024 with a ROIC of -3.64% [3] - The largest fund holding Maide Medical is the Guotai Juhua Value Open Mixed Fund, which has a scale of 273 million yuan and has seen a 10.14% increase over the past year [4]

Core Insights - The company reported a revenue of 141 million yuan and a net profit attributable to shareholders of 6.0451 million yuan for the first half of 2025, with a significant increase in net cash flow from operating activities by 243.9% year-on-year [1] - In the second quarter, the company achieved a revenue of 101 million yuan and a net profit of 16.8424 million yuan, marking a substantial turnaround from previous losses [1] Business Overview - The main business of the company includes the research, production, sales, and service of medical consumables and intelligent equipment, focusing on safety infusion and blood purification devices [1] - The company is actively expanding its second growth curve through its subsidiary, Zhejiang Maide Shun Contact Lens Co., Ltd., by advancing its contact lens business and developing related materials and products [1] Production Capacity and Strategy - The company currently operates four production lines for contact lenses, each with an annual capacity of 18 million pieces, and plans to dynamically adjust production capacity based on market conditions as the business commercializes [2] - The company has a unique advantage in production, as it manufactures its own equipment, allowing for continuous improvement and cost optimization, unlike competitors who must purchase equipment [2] Order and Contract Status - As of the end of 2024, the company has 21 orders for its drug-device combination products, which are expected to be a new growth point for performance [2] - The company's contract liabilities exceeded 180 million yuan in the first half of the year, representing an increase of 83.28% compared to the end of the previous year, indicating a rise in advance payments for orders [2]