2025年最后一个夜晚，全球X射线影像领域迎来一枚重磅"落子"。 12月31日，行业头部企业锐珂医疗（Carestream Health）发布公告，拟将公司分拆为两大业务板块：一家继续深耕美国本土市场，另一家覆盖美国以外的 全球市场——Carestream International，并由美的集团接手收购。 这一在行业内流传了大半年的消息，终于尘埃落定。锐珂医疗也与它的"前身"柯达公司拿到类似的剧本：被曾经的辉煌时代抛弃，极致收缩之后仍难逃勉 力维持的命运。 自2017年切入医疗产业、2021年以23亿元控股万东医疗起，美的对医疗赛道的投入持续加码。2025年CMEF期间，美的正式宣布成立医疗事业部，将万东 医疗、库卡医疗（手术及康复机器人）、美的生物（医疗冷链）、瑞仕格医疗（医院物流与药房自动化）以及美的楼宇（智慧医院建设与运维）整合至同 一体系之下，并将其确立为集团六大核心业务板块之一。 ▲美的集团旗下六大业务板块（2025年4月发布版本） 01 锐珂分治，美的"摘桃" 根据锐珂医疗官方发布的公告，此次交易并非全盘收购，而是一场经过精密设计的"剥离与重组"。交易完成后，锐珂将被一分为二： 这一边界划分，本 ...

【#深市上市公司回购增持活跃# 2025年披露计划超400单】#去年深市披露回购增持计划超400单# 近年来，在政策推动、企业积极向市场传递发展信心等因素下，深市上市公司回购股份、重要股东增持 等行为持续常态化。 据统计，2025年全年深市共披露回购与增持计划424单，其中回购计划288单，回购金额上限达827.25亿 元；增持计划136单，增持金额上限达315.21亿元。 自回购增持专项贷款落地以来，383家公司及主要股东取得股票回购增持专项贷贷款承诺函，贷款额度 共计829.81亿元。 从行业分布看，电子、生物医药、机械设备、电力设备领域公司成为回购主力军，合计占比达 40.97%，生物医药、机械设备、基础化工、家用电器领域公司成为增持先锋队，合计占比达37.78%， 充分体现了相关实体产业对发展前景的乐观预期。 各行业龙头企业充分发挥"压舱石"作用，以大额回购、持续增持的实际行动引领市场风向。 家用电器龙头企业美的集团基于对公司未来发展前景的信心和公司价值的认可，先后推出二期回购计 划，用于注销减少注册资本、实施股权激励或员工持股计划，截至目前，公司累计回购超100亿元，既 提升股东权益，又绑定核心团队 ...

Core Viewpoint - The active share buyback and increase in holdings by listed companies since 2025 reflect their recognition of intrinsic value and confidence in long-term development, sending positive signals to the market and enhancing investor confidence, thus injecting strong momentum into the healthy development of the capital market [1][2]. Group 1: Share Buyback and Increase in Holdings - In 2022, a total of 424 share buyback and increase plans were disclosed by listed companies in the Shenzhen market, including 288 buyback plans with a maximum amount of 82.725 billion yuan and 136 increase plans with a maximum amount of 31.521 billion yuan [2]. - Major companies such as CATL, Midea Group, Weichai Power, and Lens Technology have announced their buyback progress, with CATL repurchasing 15.9908 million shares for a total of 4.386 billion yuan, Midea Group repurchasing 20.5646 million shares for 1.51 billion yuan, Weichai Power repurchasing 50.2525 million shares for 0.761 billion yuan, and Lens Technology repurchasing 740.96 million shares for 0.215 billion yuan [1]. Group 2: Industry Trends and Insights - The buyback and increase plans are concentrated in key industries, with electronics, biomedicine, machinery, and power equipment companies accounting for 40.97% of the total, while biomedicine, machinery, basic chemicals, and home appliances account for 37.78% of the increase plans, indicating optimistic expectations for future development in these sectors [2]. - Leading companies in various industries are playing a stabilizing role in the market, with significant buybacks and continuous increases guiding market trends [2][3]. - Cross-border buybacks have emerged as a new highlight, as demonstrated by China International Marine Containers Group's simultaneous buyback of A-shares and H-shares, reflecting recognition of company value [3].

Core Viewpoint - Midea Group has announced a share buyback program, indicating confidence in its stock value and commitment to returning capital to shareholders [1] Group 1: Buyback Details - The company has repurchased a total of 20.5646 million A-shares, which represents 0.2706% of its total share capital [1] - The highest transaction price during the buyback was 80.44 yuan per share, while the lowest was 69.50 yuan per share [1] - The total amount spent on the buyback was 1.51 billion yuan, excluding transaction fees [1] Group 2: Compliance and Strategy - The buyback is in accordance with relevant laws and regulations, aligning with the company's established buyback plan [1]

美的集团1月4日公告，公司于2025年4月8日召开第五届董事会第七次会议审议通过了《关于以集中竞价 方式回购公司A股股份的方案》，同意公司以集中竞价交易方式回购公司部分已发行的A股股份，用于 实施股权激励计划及／或员工持股计划，回购价格为不超过100元/股，回购金额为不超过30亿元且不低 于15亿元，实施期限为自董事会审议通过回购股份方案之日起12个月内。截至2025年12月31日，公司累 计回购2056.46万股，占公司总股本的0.2706％，回购价格区间为69.5元/股至80.44元/股，累计使用资金 15.1亿元（不含交易费用）。 ...

Group 1 - The core idea of the article is the transformation of smart locks from being criticized as "artificial intelligence disabilities" to becoming essential components of smart home ecosystems, driven by technological advancements and consumer demand for convenience and security [36] - The smart lock market in China is experiencing significant growth, with a penetration rate of over 40% in first-tier cities by 2025, and the global smart door lock market is projected to reach $2.77 billion in 2024, growing to $8.1 billion by 2030 [3][10] - Major companies like Xiaomi, Huawei, and Haier are heavily investing in the smart lock sector, leading to intense competition and a "red ocean" market environment [3][14] Group 2 - The evolution of smart locks has led to advanced features such as AI capabilities, biometric recognition, and seamless integration with other smart home devices, enhancing user experience [5][15] - The first batch of smart lock users is entering a 5-7 year replacement cycle, creating a dual opportunity for both replacement and new market penetration [14] - Smart locks are becoming the "first entry point" in smart homes, with companies like Huawei positioning their products as integral to their broader smart home ecosystems [15][17] Group 3 - The article highlights the importance of security and reliability in smart locks, noting that despite advancements, there have been incidents of malfunction and security breaches, raising consumer concerns [29][31] - Companies are focusing on improving biometric recognition technologies, such as palm vein recognition, to address issues with traditional fingerprint locks and enhance security [24][28] - Data privacy is a significant concern, as many smart locks store sensitive user information, and inadequate data encryption could lead to privacy breaches [34]

截至2025年12月31日，公司通过回购专用证券账户，以集中竞价交易方式累 计回购公司A股股份数量为20,564,598股，占公司目前总股本的0.2706%，最高成 交价为80.44元/股，最低成交价为69.50元/股，支付的总金额为1,509,865,814元（不 含交易费用），本次回购符合相关法律法规的要求，符合公司既定的回购方案。 二、其他说明 公司将严格按照《深圳证券交易所上市公司自律监管指引第9号—回购股份》 等相关规定及公司回购股份方案，在回购期限内根据市场情况择机做出回购决策 并予以实施，并根据回购股份事项进展情况及时履行信息披露义务，敬请广大投 资者注意投资风险。 证券代码：000333 证券简称：美的集团 公告编号：2026-001 美的集团股份有限公司 关于以集中竞价交易方式回购 A 股股份进展情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 美的集团股份有限公司（以下简称"公司"）于2025年4月8日召开第五届董 事会第七次会议审议通过了《关于以集中竞价方式回购公司A股股份的方案》， 同意公司以集中竞价交易方式回购公司部分已发行 ...

格隆汇1月4日丨美的集团(000333.SZ)公布，截至2025年12月31日，公司通过回购专用证券账户，以集 中竞价交易方式累计回购公司A股股份数量为20,564,598股，占公司目前总股本的0.2706%，最高成交价 为80.44元/股，最低成交价为69.50元/股，支付的总金额为1,509,865,814元（不含交易费用），本次回购 符合相关法律法规的要求，符合公司既定的回购方案。 ...

格隆汇1月4日丨美的集团(000333.SZ)公布，截至2025年12月31日，公司通过回购专用证券账户，以集 中竞价交易方式累计回购公司A股股份数量为20,564,598股，占公司目前总股本的0.2706%，最高成交价 为80.44元/股，最低成交价为69.50元/股，支付的总金额为1,509,865,814元（不含交易费用），本次回购 符合相关法律法规的要求，符合公司既定的回购方案。 ...

其中，国际业务板块被中国家电巨头美的集团收购。根据交易条款，锐珂医疗向美的出售了其在美国以 外多个市场运营的全资企业实体的部分资产，具体交易金额未对外披露。 （锐珂医疗官方网站） 近日，美国锐珂医疗（Carestream Health, Inc.）正式宣布完成重大战略重组，公司成功分拆为两家聚焦 不同地域市场的独立企业。 ...