每经AI快讯，美亚光电（SZ 002690，收盘价：19.6元）发布公告称，2025年8月26日，美亚光电接受上 海明河投资等投资者调研，公司董事会秘书程晓宏参与接待，并回答了投资者提出的问题。 2025年1至6月份，美亚光电的营业收入构成为：工业占比100.0%。 截至发稿，美亚光电市值为173亿元。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 张明双） ...

Financial Performance - The company achieved a revenue of 1.023 billion yuan in the first half of 2025, representing a year-on-year growth of 10% [3] - Net profit reached 303 million yuan, with an increase of 11.34% compared to the previous year [3] - Operating cash flow net amount was 393 million yuan, a significant increase of 125% year-on-year [3] - The overall gross profit margin improved by 1.26 percentage points compared to the previous year [3] Business Segments - The color sorting machine business maintained a strong market performance, particularly in the recycling resource sector, which showed rapid growth [3][4] - The medical segment faced challenges due to a sluggish dental industry and intense market competition, but it has started to recover from a significant revenue decline since 2024 [3][5] Market Dynamics - Export growth slowed due to trade friction and tariff impacts, but there remains significant market potential in developing countries for color sorting machines [6] - The company has registered products in over 50 countries and regions, with good export performance in medical products in the first half of 2025 [13] Innovation and Technology - The company launched the AI-powered color sorting machine "Meiya Master 4.0," enhancing production line decision-making capabilities [9] - In the medical field, the company introduced the "Meiya Imaging" system, integrating hardware, software, and ecosystem for intelligent dental diagnosis [10] Future Outlook - The company anticipates continued growth in the dental industry, supported by demographic trends and ongoing investments in digitalization and marketing [5][11] - Contract liabilities as of June 30 reached 105 million yuan, a 117% increase from the beginning of the year, indicating a potential increase in order volume [8] - The company plans to maintain its profit distribution policy, ensuring returns to investors while managing capital expenditures prudently [14]

证券研究报告 美亚光电 (002690 CH) 盈利质量改善，期待景气复苏 2025 年 8 月 26 日│中国内地 专用设备 美亚光电发布半年报，2025H1 实现营收 10.23 亿元（yoy+9.92%），归母 净利 3.03 亿元（yoy+11.34%），扣非净利 2.95 亿元（yoy+11.62%）。其 中 Q2 实现营收 6.30 亿元（yoy+5.24%，qoq+60.63%），归母净利 1.94 亿元（yoy+13.62%，qoq+79.16%）。上半年口腔医疗行业景气仍然不佳 的背景下，公司相关收入维持稳定，医疗业务毛利率出现环比回升，体现出 CBCT 行业竞争格局正边际改善，同时整体经营质量出现改善。国内口腔医 疗行业仍有较大发展空间，静待未来行业景气复苏，维持"增持"评级。 盈利预测与估值 看好公司未来色选机业务成长性及 CBCT 业务的景气复苏，维持 2025 年盈 利预测，我们预计公司 2025-2027 年归母净利润分别为 7.0、7.4 和 7.9 亿 元，可比公司 25 年 Wind 一致预期 PE 均值为 39 倍，考虑公司成长性弱于 可比公司，给予公司 25 年 32 倍 ...

2025年8月26日，美亚光电(002690.SZ)发布2025年中报。 公司营业总收入为10.23亿元，较去年同报告期营业总收入增加9229.09万元，同比较去年同期上涨 9.92%。归母净利润为3.03亿元，较去年同报告期归母净利润增加3084.05万元，同比较去年同期上涨 11.34%。经营活动现金净流入为3.93亿元，较去年同报告期经营活动现金净流入增加2.19亿元，同比较 去年同期上涨125.28%。 公司最新毛利率为52.14%，较上季度毛利率增加0.54个百分点，实现2个季度连续上涨，较去年同期毛 利率增加1.26个百分点。最新ROE为12.07%，较去年同期ROE增加0.58个百分点。 公司摊薄每股收益为0.34元，较去年同报告期摊薄每股收益增加0.04元，同比较去年同期上涨11.62%。 公司最新总资产周转率为0.31次，较去年同期总资产周转率增加0.02次，同比较去年同期上涨7.94%。 最新存货周转率为1.49次，较去年同期存货周转率增加0.44次，实现2年连续上涨，同比较去年同期上涨 41.85%。 公司股东户数为2.83万户，前十大股东持股数量为6.92亿股，占总股本比例为78.47 ...

Core Viewpoint - Meiya Optoelectronics (002690.SZ) reported a revenue of 1.023 billion yuan for the first half of 2025, reflecting a year-on-year growth of 9.92% [1] - The net profit attributable to shareholders reached 303 million yuan, marking an increase of 11.34% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 295 million yuan, up by 11.62% year-on-year [1] - Basic earnings per share stood at 0.343 yuan [1] Financial Performance - Revenue: 1.023 billion yuan, up 9.92% year-on-year [1] - Net Profit: 303 million yuan, up 11.34% year-on-year [1] - Net Profit (excluding non-recurring items): 295 million yuan, up 11.62% year-on-year [1] - Basic Earnings per Share: 0.343 yuan [1]

2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 | | 资金占用 | 占用方与上市 | 上市公司核算 | 2025 | 年期初 | 2025 | 年半年度 占用累计发生 | | 2025 年半年度 | 2025 | 年半年度 | 2025 年半年度 | | 占用形成 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 方名称 | 公司的关联关 系 | 的会计科目 | | 占用资金余 额 | | 金额（不含利 | | 占用资金的利 息（如有） | | 偿还累计发生 金额 | 期末占用资金 余额 | | 原因 | 占用性质 | | | | | | | | | | 息） | | | | | | | | | | | 控股股东、实际控制人及 | - | | - | - | | - | | - | - | | - | | - | - | | - | | 其附属企业 | | | | | | | | | | | | | ...

合肥美亚光电技术股份有限公司 2025 年半年度 财务报告 合肥美亚光电技术股份有限公司 2025 年半年度财务报告（未经审计） 2025 年 8 月 合肥美亚光电技术股份有限公司 2025 年半年度 财务报表 | 编制单位：合肥美亚光电技术股份有限公司 | | | 单位：人民币元 | | --- | --- | --- | --- | | 资产 | 附注五 | 期末余额 | 期初余额 | | 流动资产： | | | | | 货币资金 | 注释 1 | 1,622,771,777.47 | 1,560,367,800.56 | | 交易性金融资产 | 注释 2 | | 301,155,945.20 | | 应收票据 | | | | | 应收账款 | 注释 3 | 430,641,002.65 | 455,247,225.78 | | 应收款项融资 | 注释 4 | 7,085,918.16 | 7,462,895.17 | | 预付款项 | 注释 5 | 5,302,375.73 | 5,105,493.98 | | 其他应收款 | 注释 6 | 5,661,513.51 | 5,678,510.26 | | ...

合肥美亚光电技术股份有限公司 2025 年半年度报告全文 证券代码：002690 证券简称：美亚光电 公告编号：2025-019 合肥美亚光电技术股份有限公司 2025 年半年度报告 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人田明、主管会计工作负责人陈凯及会计机构负责人(会计主管 人员)陈凯声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 2025 年 8 月 本报告中所涉及的未来计划等前瞻性陈述，不构成公司对投资者的实质 承诺，投资者及相关人士均应对此保持足够的风险认识，并且应当理解计划、 预测与承诺之间的差异。 1 公司在本报告第三节"管理层讨论与分析"中"十、公司面临的风险和 应对措施"部分，详细描述了公司经营中可能存在的风险及应对措施，敬请 投资者关注相关内容。 合肥美亚光电技术股份有限公司 2025 年半年度报告全文 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | | | | 第一 ...

Group 1 - The core viewpoint of the news is that Hefei Meiya Optoelectronics Technology Co., Ltd. has obtained a patent for a "gas valve and color sorting machine," which is expected to enhance the functionality and lifespan of the gas valve [1] - The patent includes a gas valve design that features a valve body, a baffle, and a cushion, allowing for the switching between two positions to control the gas flow [1] - The baffle's design provides a limiting function to prevent excessive opening, thereby improving the working conditions and extending the service life of the gas valve [1] Group 2 - Hefei Meiya Optoelectronics Technology Co., Ltd. was established in 2000 and is located in Hefei City, focusing primarily on research and experimental development [2] - The company has a registered capital of 882.25745 million RMB and has made investments in 8 enterprises [2] - The company has participated in 5000 bidding projects and holds 838 patents along with 65 trademark registrations and 79 administrative licenses [2]

金融界8月22日消息，有投资者在互动平台向美亚光电提问："尊敬的董秘:您好！ 截止8月20日公司的股 东人数是多少？请您告知一下。谢谢！" 针对上述提问，美亚光电回应称："谢谢提问。根据中国登记结算公司下发的文件，截至8月20日收盘， 公司股东数为29,170户。"责任编辑：小悠 ...