Core Viewpoint - The strategic importance of medical device logistics and distribution is increasingly recognized as the market for medical devices continues to expand, leading to a strong demand for specialized and efficient logistics services [1][8]. Industry Overview - Medical device logistics and distribution involves the effective transfer of medical device products from suppliers or manufacturers to medical institutions, pharmacies, or other relevant endpoints, ensuring safety, timeliness, and accuracy [2][3]. - The industry has evolved through four stages, from minimal focus during the early marketization phase to a rapid development period from 2010 to 2020, driven by increasing demand and regulatory policies [3]. Industry Policies - Recent government policies have provided strong support for the development of the medical device logistics industry, promoting standardization, efficiency, and scale [4]. - Key policies include the establishment of a risk-sharing alliance for online sales of medical devices and encouragement for wholesale companies to integrate storage and transportation resources [4]. Industry Chain - The upstream of the medical device logistics chain includes suppliers of logistics vehicles, software, medical devices, storage equipment, and packaging materials [4]. - The midstream consists of logistics service providers, which are crucial for the entire supply chain, while the downstream includes medical institutions and patients as the primary demand side [4]. Current Industry Status - The logistics total cost for medical devices in China is projected to reach 26.78 billion yuan in 2024, with a year-on-year growth of 1.88% [8]. - The logistics warehousing area is expected to be 23.58 million square meters in 2024, reflecting a 0.8% increase [8]. Market Trends - The medical device logistics industry is expected to accelerate its digital transformation and integration of intelligent technologies, utilizing IoT for real-time monitoring and big data for demand forecasting [12][14]. - Service models are evolving towards highly specialized and integrated solutions, addressing specific requirements for different categories of medical devices [14]. - The logistics network is anticipated to deepen into lower-tier cities, establishing regional distribution centers to enhance efficiency and reduce costs [15].

证券之星消息，1月22日医疗器械板块较上一交易日下跌0.08%，爱舍伦领跌。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。医疗器械板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300246 | 宝莱特 | 14.64 | 11.93% | 37.46万 | 5.30亿 | | 688613 | 奥精医疗 | 24.12 | 3.65% | 5.63万 | 1.34亿 | | 301580 | 爱迪特 | 53.79 | 3.64% | 4.21万 | 2.22亿 | | 300677 | 英科医疗 | 43.36 | 3.44% | 14.31万 | 6.22亿 | | 920504 | 博迅生物 | 26.88 | 2.60% | 8023.58 | 2139.77万 | | 920300 | 辰光医疗 | 16.08 | 2.55% | 2.17万 | 3463.77万 | | 300326 | ST凯利 | 6.0 ...

编号：2026-003 证券代码：301580 证券简称：爱迪特 爱迪特（秦皇岛） 科技股份有限公司投资者关系活动记录表 | ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | | 博时基金—蔡滨、李佳、王凌霄、王增财、叶丽、陈西铭、张 | | 参与单位名称 及人员姓名 | 涵、黄超杰、李喆 | | | 国联民生医药—杨芳 | | 时间 | 2026 年 1 月 22 日 | | 地点 | 腾讯会议 | | 上市公司接待 人员姓名 | 董事会秘书 郜雨 | | | 投资者问答主要内容： | | | 1.请问海外市场分区域的增长情况如何？ | | | 答： | | | 2025 年上半年公司海外市场实现收入 3.27 亿元，同比增 | | 长 | 34%。海外市场整体保持高速增长态势，其中以欧洲市场和 | | 投资者关系活动 | 中东市场的增速尤为显著。公司针对海外不同区域实施差异化 | | 主要内容介绍 | 精耕策略，深度 ...

Core Viewpoint - The medical device sector experienced a rise of 0.54% on January 21, with N Aisheren leading the gains, while the Shanghai Composite Index increased by 0.08% and the Shenzhen Component Index rose by 0.7% [1] Group 1: Stock Performance - N Aisheren (code: 920050) closed at 44.04, with a remarkable increase of 175.59% and a trading volume of 141,600 shares [1] - Tianzhihang (code: 688277) saw a rise of 12.38%, closing at 23.88 with a trading volume of 376,500 shares [1] - Xishan Technology (code: 688576) increased by 11.18%, closing at 76.80 with a trading volume of 34,000 shares [1] - Kangzhong Medical (code: 688607) rose by 10.91%, closing at 59.67 with a trading volume of 76,200 shares [1] - Shuoshi Biological (code: 6658889) increased by 9.74%, closing at 84.84 with a trading volume of 70,300 shares [1] Group 2: Capital Flow - The medical device sector saw a net inflow of 300 million yuan from institutional investors, while retail investors experienced a net outflow of 430 million yuan [2] - Major stocks like Sainuo Medical (code: 688108) had a net inflow of 69.18 million yuan from institutional investors, but a net outflow of 44.76 million yuan from retail investors [3] - LePu Medical (code: 300003) had a net inflow of 48.54 million yuan from institutional investors, with a slight net inflow of 0.52 million yuan from retail investors [3]

转自：证券时报 人民财讯1月21日电，爱迪特(301580)1月20日接受机构调研时表示，截至目前，公司未看到有公开信息 表明全瓷义齿用氧化锆瓷块生产企业针对稀土管控出口政策调整产品价格。氧化钇作为稀土品类，是全 瓷义齿用氧化锆粉体的核心原料之一，而我国是全球氧化钇主要的产地，若相关政策持续，海外企业的 采购成本将大幅提升，其成本压力最终将传导至下游产品的销售价格层面。公司将持续关注稀土管控出 口政策的后续落地情况及行业价格的整体变化趋势。 ...

爱迪特（秦皇岛） 科技股份有限公司投资者关系活动记录表 证券代码：301580 证券简称：爱迪特 | 其三，公司坚持以市场需求为导向，拓宽产品线，通过渠 | | --- | | 道复用，新产品销售呈现显著增长； | | 此外，公司还注重海外市场的品牌建设，在海外重点市场 | | 通过展会、培训、社交媒体、样板客户建设等举措，实现多层 | | 次、多渠道提升品牌知名度和客户覆盖率。 | | 2.请问稀土管控出口政策是否对行业价格产生影响？ | | 答： | | 截至目前，公司未看到有公开信息表明全瓷义齿用氧化锆 | | 瓷块生产企业针对稀土管控出口政策调整产品价格。氧化钇作 | | 为稀土品类，是全瓷义齿用氧化锆粉体的核心原料之一，而我 | | 国是全球氧化钇主要的产地，若相关政策持续，海外企业的采 | | 购成本将大幅提升，其成本压力最终将传导至下游产品的销售 | | 价格层面。公司将持续关注稀土管控出口政策的后续落地情况 | | 及行业价格的整体变化趋势。 | | 3.请问公司 2025 年在产品方面取得了哪些成果？ | | 答： | | 2025 年，公司持续以口腔氧化锆瓷块等核心材料为业务基 | | 本 ...

Group 1 - Huaseng Tiancheng's revenue from AI-related business currently accounts for a low proportion of the company's overall operating income [1] - Xinhua Department Store has no plans to inject assets related to semiconductors, integrated circuits, or chips into the company [1] - Triangle Tire plans to invest 3.219 billion yuan to establish a new project in Cambodia with an annual production capacity of 7 million high-performance radial tires [1] Group 2 - Tianhong Co., Ltd.'s subsidiary has won a bid for an AI service procurement project from AVIC Technology [1] - Xinghua New Materials intends to acquire at least 51% of Tian Kuan Technology's shares [1] - Luxshare Precision plans to repurchase company shares worth between 1 billion to 2 billion yuan [1] Group 3 - Rui Zhi Pharmaceutical's Liang Yufeng and Yu Xianwen plan to collectively reduce their holdings by no more than 6% [1] - Tian Sheng New Materials plans to raise no more than 253 million yuan through a private placement to Rongsheng Zhizhi [1] - Zhongchuang Zhiling intends to issue convertible bonds to raise no more than 4.35 billion yuan for investment in high-end components for the new energy vehicle industry [2]

Group 1 - The core point of the article is that Aidi Te (301580.SZ) announced a share reduction plan by Junlian Xinkang and HAL, which will take place within three months after the announcement [1] - The total number of shares to be reduced is up to 3,196,930 shares, accounting for 3.0000% of the company's total share capital [1] - The reduction will occur through two methods: a maximum of 1,065,640 shares (1.0000% of total share capital) will be sold via centralized bidding, and up to 2,131,290 shares (2.0000% of total share capital) will be sold through block trading [1]

每经AI快讯，1月15日，爱迪特（301580）公告称，持股5%以上股东苏州君联欣康创业投资合伙企业 (有限合伙)及HAL因自身资金需求，计划通过集中竞价或大宗交易方式减持合计不超过319.69万股(占公 司总股本的3%)，其中集中竞价减持不超过106.56万股，大宗交易减持不超过213.13万股。减持期间为 公告披露之日起15个交易日后的3个月内，股份来源为首次公开发行前取得的股份及上市后资本公积金 转增股本取得的股份。 ...

证券代码：301580 证券简称：爱迪特 公告编号：2026-001 爱迪特（秦皇岛）科技股份有限公司 关于持股 5%以上股东减持股份预披露公告 股东苏州君联欣康创业投资合伙企业（有限合伙）和 HEALTH ADVANCE LIMITED 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。 特别提示： 爱迪特（秦皇岛）科技股份有限公司（以下简称"公司"）股东苏州君联欣 康创业投资合伙企业（有限合伙）（以下简称"君联欣康"）以及康拓有限公司 （HEALTH ADVANCE LIMITED）（以下简称"HAL"）为公司首次公开发行 股票上市前股东，合计持有公司股份 10,656,043 股（占公司总股本比例为 9.9996%)。君联欣康和 HAL 构成一致行动人关系，减持时按照一致行动人相关 规则进行信息披露。 君联欣康属于创业投资基金，已获得中国证券投资基金业协会备案，符合《上 市公司创业投资基金股东减持股份的特别规定（2020 年修订）》《深圳证券交 易所上市公司创业投资基金股东减持股份实施细则（2020 年修 ...