Group 1 - The company, 麦克奥迪 (300341.SZ), stated that its products are currently not related to quantum technology [1]

Core Insights - The medical device sector experienced a decline of 1.36% on November 4, with Danaher Biomedical leading the drop [1][2] - The Shanghai Composite Index closed at 3960.19, down 0.41%, while the Shenzhen Component Index closed at 13175.22, down 1.71% [1] Medical Device Sector Performance - Notable gainers included: - Weigao Blood Purification (603014) with a closing price of 46.53, up 10.00% and a trading volume of 157,800 shares, totaling 727 million yuan [1] - Micron Technology (300341) closed at 18.88, up 7.27% with a trading volume of 282,100 shares, totaling 521 million yuan [1] - ZhenDe Medical (603301) closed at 94.69, up 5.60% with a trading volume of 233,600 shares, totaling 2.158 billion yuan [1] - Major decliners included: - Danaher Biomedical (60000ZG6) closed at 85.00, down 16.75% with a trading volume of 44,100 shares [2] - Hotgen Biotech (688068) closed at 140.65, down 10.24% with a trading volume of 51,900 shares, totaling 753 million yuan [2] - Tianzhihang (688277) closed at 17.42, down 6.60% with a trading volume of 139,000 shares [2] Capital Flow Analysis - The medical device sector saw a net outflow of 792 million yuan from institutional investors, while retail investors contributed a net inflow of 401 million yuan [2][3] - Key stocks with significant capital flow include: - Weigao Blood Purification (603014) had a net inflow of 111.4 million yuan from institutional investors, but a net outflow of 82.5 million yuan from retail investors [3] - Micron Technology (300341) experienced a net inflow of 55.9 million yuan from institutional investors, with a net outflow of 19.0 million yuan from retail investors [3] - ZhenDe Medical (603301) had a net inflow of 33.2 million yuan from institutional investors, but a net outflow of 53.4 million yuan from retail investors [3]

Core Points - The stock price of MacAudie increased by 5% to 18.48 CNY per share, with a trading volume of 128 million CNY and a turnover rate of 1.39%, resulting in a total market capitalization of 9.562 billion CNY [1] - MacAudie (Xiamen) Electric Co., Ltd. was established on November 4, 2002, and listed on July 26, 2012, with its main business segments including medical, optoelectronic, and smart electrical businesses [1] - The revenue composition of MacAudie is as follows: electrical products 60.06%, microscope products 25.64%, and medical products and services 14.30% [1] Fund Holdings - According to data, Huaxia Fund holds a significant position in MacAudie through the Huaxia CSI 2000 ETF (562660), which held 38,800 shares in the third quarter, accounting for 0.32% of the fund's net value, ranking as the eighth largest holding [2] - The Huaxia CSI 2000 ETF was established on September 6, 2023, with a latest scale of 227 million CNY, achieving a year-to-date return of 47.13%, ranking 763 out of 4216 in its category [2] - Over the past year, the fund has achieved a return of 57.11%, ranking 422 out of 3896, and since its inception, it has returned 66.14% [2] Fund Management - The fund managers of Huaxia CSI 2000 ETF are Lu Yayun and Chen Guofeng, with Lu having a tenure of 3 years and 149 days, managing assets totaling 22.81 billion CNY, with the best return during his tenure being 88.61% and the worst being -31.74% [3] - Chen has a tenure of 3 years and 41 days, managing assets of 420 million CNY, with the best return during his tenure being 68.36% and the worst being 2.72% [3]

Revenue and Profit - Revenue for Q3 2025 reached ¥408,171,357.28, an increase of 19.45% year-over-year[5] - Net profit attributable to shareholders was ¥52,340,821.69, reflecting a growth of 16.83% compared to the same period last year[5] - The net profit after deducting non-recurring gains and losses was ¥50,943,889.79, up 14.98% year-over-year[5] - Total operating revenue for the current period reached ¥1,099,289,645.18, an increase of 10.4% compared to ¥996,169,384.90 in the previous period[21] - Net profit for the current period was ¥139,515,868.58, representing a growth of 10.7% from ¥125,968,441.87 in the previous period[22] - Earnings per share (EPS) for the current period was ¥0.2785, compared to ¥0.2363 in the previous period, reflecting a 17.8% increase[22] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥2,724,207,484.95, representing a 7.31% increase from the end of the previous year[5] - Total assets amounted to ¥2,724,207,484.95, up from ¥2,538,704,154.72 in the previous period, indicating a growth of 7.3%[20] - Total liabilities increased to ¥684,849,202.09, compared to ¥600,352,967.81 in the previous period, marking a rise of 14.1%[20] - The total equity attributable to shareholders of the parent company was ¥1,924,404,632.22, up from ¥1,818,146,758.50, reflecting a growth of 5.8%[20] Cash Flow - Cash flow from operating activities showed a significant decline, with a net amount of ¥49,269,616.14, down 70.31% year-to-date[5] - Operating cash inflow for the current period was CNY 1,071,546,121.46, a decrease of 7.15% compared to CNY 1,154,237,831.53 in the previous period[23] - Net cash flow from operating activities was CNY 49,269,616.14, down 70.34% from CNY 165,931,004.75 in the previous period[23] - Cash outflow from investment activities totaled CNY 61,629,478.26, compared to CNY 69,475,798.50 in the previous period, indicating a decrease of 11.67%[23] - Net cash flow from investment activities was -CNY 38,534,318.42, an improvement from -CNY 69,300,330.01 in the previous period[23] - Cash inflow from financing activities was CNY 2,651,100.53, an increase from CNY 1,179,642.55 in the previous period[24] - Net cash flow from financing activities was -CNY 37,742,850.79, slightly improved from -CNY 39,397,150.56 in the previous period[24] - The cash and cash equivalents at the end of the period amounted to CNY 808,754,546.46, up from CNY 796,228,461.84 in the previous period[24] Shareholder Information - Total number of common shareholders at the end of the reporting period is 37,268[13] - The largest shareholder, Beijing Yizhuang Investment Holding Co., Ltd., holds 29.57% of shares, totaling 152,997,984 shares[13] - The total number of shares held by the top ten unrestricted shareholders includes 73,985,522 shares held by Macaud Holdings Limited, accounting for 14.30%[13] - The company reported a total of 2,041,800 restricted shares at the end of the period, with no new restrictions added[15] - The company has no preferred shareholders or changes in preferred shares during the reporting period[14] Expenses and Impairments - Financial expenses increased by 30.62% to -¥2,596,000, primarily due to exchange rate impacts[9] - The company experienced a 331.29% increase in credit impairment losses, totaling -¥2,496,000, due to higher provisions for bad debts[9] - Research and development expenses for the current period were ¥60,434,000.05, an increase from ¥55,419,207.71 in the previous period, showing a growth of 9.1%[21] - The company reported a credit impairment loss of ¥-24,962,478.43, worsening from ¥-5,787,820.05 in the previous period[21] Other Financial Metrics - The weighted average return on equity was 2.88%, an increase of 0.34% compared to the previous year[5] - Other comprehensive income after tax for the current period was ¥-3,182,736.95, compared to ¥-4,325,724.98 in the previous period, indicating an improvement[22] - The company received CNY 21,977,927.92 in tax refunds, an increase from CNY 15,262,292.02 in the previous period[23] - The company paid CNY 158,556,720.56 in other operating cash outflows, down from CNY 239,015,992.90 in the previous period, a decrease of 33.67%[23] - The company reported a cash flow impact from foreign exchange fluctuations of CNY 12,787,550.65, compared to -CNY 5,302,823.56 in the previous period[24]

Core Viewpoint - 麦克奥迪's stock has shown a mixed performance with a recent decline, while the company continues to report growth in revenue and net profit year-over-year [1][2]. Financial Performance - As of June 30, 麦克奥迪 achieved a revenue of 6.91 billion, representing a year-over-year growth of 5.60% [2]. - The net profit attributable to shareholders for the same period was 917.75 million, reflecting an 18.46% increase compared to the previous year [2]. Stock Performance - 麦克奥迪's stock price decreased by 2.02% to 18.91 yuan per share, with a trading volume of 3.01 billion and a turnover rate of 3.06% [1]. - Year-to-date, the stock has increased by 8.43%, with a 4.94% rise over the last five trading days, 7.08% over the last twenty days, and 20.52% over the last sixty days [1]. Shareholder Information - As of June 30, 麦克奥迪 had 37,200 shareholders, an increase of 4.09% from the previous period, with an average of 13,840 circulating shares per shareholder, down by 3.93% [2]. - The company has distributed a total of 3.47 billion in dividends since its A-share listing, with 1.29 billion distributed over the last three years [3]. Major Shareholders - The sixth-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 2.46 million shares, an increase of 470,100 shares from the previous period [3]. - 华夏行业景气混合A (003567) is a new shareholder, holding 2.45 million shares [3]. Business Overview - 麦克奥迪 specializes in medical, optoelectronic, and smart electrical businesses, with revenue contributions of 60.06% from electrical products, 25.64% from microscopes, and 14.30% from medical products and services [1].

麦克奥迪（厦门）电气股份有限公司 关于公司股东权益变动触及1%整数倍的提示性公告 本公司股东嘉兴嘉逸投资合伙企业（有限合伙）保证向本公司提 供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供 的信息一致。 麦克奥迪（厦门）电气股份有限公司（以下简称"公司"）于 2025 年 7 月 30 日在中国证监会指定的创业板信息披露网站巨潮资讯网（www.cninfo.com.cn） 披露了《关于公司股东减持股份预披露公告》。公司股东嘉兴嘉逸投资合伙企业 （有限合伙）计划在上述减持计划预披露公告披露之日起 15 个交易日后的三个 月内以集中竞价方式减持本公司股份 5,174,100 股，占本公司总股本比例 1%。 公司收到了股东嘉兴嘉逸投资合伙企业（有限合伙）出具的《关于权益变动 触及 1%整数倍的告知函》。嘉兴嘉逸投资合伙企业（有限合伙）通过集中竞价交 易方式减持公司无限售条件流通股 2,649,500 股。本次权益变动后，嘉兴嘉逸投 资合伙企业（有限合伙）持有公司股份 22,858,670 股，占公司总股本的比例为 4.42%；与一致行动人嘉 ...

Group 1 - The core viewpoint of the news is that 麦克奥迪 (Xiamen McAudie Electric Co., Ltd.) has seen a stock price increase of 6.23%, reaching 19.96 CNY per share, with a trading volume of 575 million CNY and a turnover rate of 5.89%, resulting in a total market capitalization of 10.328 billion CNY [1] - 麦克奥迪 was established on November 4, 2002, and went public on July 26, 2012. The company's main business segments include "medical business," "optoelectronic business," and "smart electrical business" [1] - The revenue composition of 麦克奥迪 is as follows: electrical products account for 60.06%, microscopes account for 25.64%, and medical products and services account for 14.30% [1] Group 2 - 华夏行业景气混合 (Huaxia Industry Prosperity Mixed Fund) has entered the top ten circulating shareholders of 麦克奥迪, holding 2.4513 million shares, which is 0.48% of the circulating shares. The estimated floating profit today is approximately 2.868 million CNY [2] - The fund was established on February 4, 2017, with a latest scale of 7.261 billion CNY. Year-to-date returns are 59.33%, ranking 665 out of 8173 in its category; the one-year return is 105.64%, ranking 433 out of 8003; and since inception, the return is 389% [2] Group 3 - The fund manager of 华夏行业景气混合 is 钟帅, who has been in the position for 5 years and 61 days. The total asset scale of the fund is 8.253 billion CNY, with the best fund return during his tenure being 181.19% and the worst being 14.47% [3]

Group 1 - The core viewpoint of the news is that 麦克奥迪 (Xiamen McAudie Electric Co., Ltd.) has seen a significant stock price increase of 6.23%, reaching 19.96 CNY per share, with a trading volume of 577 million CNY and a turnover rate of 5.91%, resulting in a total market capitalization of 10.328 billion CNY [1] - 麦克奥迪 was established on November 4, 2002, and went public on July 26, 2012. The company operates in three main business segments: medical business, optoelectronic business, and smart electrical business [1] - The revenue composition of 麦克奥迪 is as follows: electrical products account for 60.06%, microscopes for 25.64%, and medical products and services for 14.30% [1] Group 2 - From the perspective of fund holdings, one fund under 鑫元基金 (Xinyuan Fund) has a significant position in 麦克奥迪. The fund, 鑫元国证2000指数增强A (018579), held 74,200 shares in the second quarter, representing 0.92% of the fund's net value, making it the sixth-largest holding [2] - The fund has achieved a year-to-date return of 35.35%, ranking 1449 out of 4220 in its category, and a one-year return of 74.85%, ranking 1034 out of 3820 [2] - The fund manager, 刘宇涛 (Liu Yutao), has been in charge for 3 years and 7 days, with a total asset scale of 554 million CNY. The best return during his tenure is 34.06%, while the worst is -0.31% [2]

这一医疗创新不仅缓解了病理专家资源紧缺的矛盾，更推动了病理诊断从"经验驱动"走向"智能赋能"。 在病理检测和医疗数据上，麦克奥迪发挥平台、技术与医疗资源优势；智能院集团则依托北京人工智能 数据训练基地和"数算模用一体化"体系，与医疗领域进行深度融合，使模型能够在真实临床场景中落地 应用。 2025年9月17日—21日，第22届中国-东盟博览会在广西南宁举行。18日，由麦克奥迪(300341)与北京亦 庄智能城市研究院集团有限公司（简称"智能院集团"）联合研发的胃癌病理诊断垂域模型V1首次正式 发布。本次合作是"医疗+科技"跨界融合的一次创新实践，标志着人工智能在医疗病理应用中实现又一 突破。 发布会上，麦克奥迪财务总监刘亚军与智能院集团副总经理朱璐璐先后发表主题演讲。发布会上，刘亚 军系统介绍了麦克奥迪"智能电气、智慧光学、数智医疗"三大核心业务板块，全面展现了在能源管理、 光学创新和数字病理全价值链的深厚积累与发展蓝图。朱璐璐则从产业视角出发，详细阐释了以算力聚 生态、以生态汇数据、以数据育模型、以模型促应用、以应用哺算力，形成"数算模用"相互支撑、互为 依托的发展新模式。双方依托各自优势，共研共创胃癌病理 ...

Group 1 - The core viewpoint is that 麦克奥迪实业集团有限公司 has obtained a patent for an "Electric Turntable and Optical Microscope," which is significant in the field of optical imaging technology [1] - The patent includes components such as a base, turntable, motor, gears, magnets, and sensors, indicating a complex design aimed at enhancing optical imaging capabilities [1] - The application date for the patent is November 2024, suggesting future developments in the company's product offerings [1] Group 2 - 麦克奥迪实业集团有限公司 was established in 1995 and is located in Xiamen, primarily engaged in the manufacturing of instruments and meters [2] - The company has a registered capital of 172.1941 million RMB and has made investments in 13 enterprises, indicating a diversified business strategy [2] - 麦克奥迪 has participated in 626 bidding projects and holds 378 patents, showcasing its active role in innovation and market competition [2]