格隆汇1月28日丨爱迪特(301580.SZ)近日接受特定对象调研时表示，公司 3D 打印业务推进态势良好， 将成为公司核心业绩新引擎，优势显著，EZprint-P1 打印机拥有高速打印优势，20 分钟可完成半口桥打 印，大幅提升行业生产效率；配套打印材料固含量53%，已获FDA 认证，国内、欧盟认证即将落地。 对于口腔 3D 打印市场，公司判断其具备广阔的发展与放量潜力，3D 打印产品与技术成熟度持续提 升，公司打印的应用场景向种植、正畸等多领域拓宽，相关临床方案已完成市场验证。公司依托材料、 设备、解决方案的全链条布局优势，将持续深耕3D打印业务。 ...

格隆汇1月28日丨爱迪特(301580.SZ)近日接受特定对象调研时表示，公司 3D 打印业务推进态势良好， 将成为公司核心业绩新引擎，优势显著，EZprint-P1 打印机拥有高速打印优势，20 分钟可完成半口桥打 印，大幅提升行业生产效率；配套打印材料固含量53%，已获FDA 认证，国内、欧盟认证即将落地。 对于口腔 3D 打印市场，公司判断其具备广阔的发展与放量潜力，3D 打印产品与技术成熟度持续提 升，公司打印的应用场景向种植、正畸等多领域拓宽，相关临床方案已完成市场验证。公司依托材料、 设备、解决方案的全链条布局优势，将持续深耕3D打印业务。 ...

公司新园区相关建设工作正按计划有序推进，预计于下半年实现投产。公司将结合市场需求及可预测的 订单情况，对新园区产能进行逐步释放与合理扩产，经公司严谨测算，新园区相关资产转固后，不会对 公司整体成本端形成压力。 格隆汇1月28日丨爱迪特(301580.SZ)近日接受特定对象调研时表示，目前公司整体产能利用率处于较高 水平，为匹配订单需求，公司通过推进生产自动化升级、优化核心生产工艺等方式，持续挖掘现有产能 潜力，实现内生性产能提升。 ...

格隆汇1月28日丨爱迪特(301580.SZ)近日接受特定对象调研时表示，公司 2025 年整体营收增长节奏与 前三季度基本一致，盈利端实现较好增长，利润增速高于收入增速。同时公司持续推进全球化市场布 局，海外业务收入占比较上年实现提升，成为公司营收增长的重要支撑，也进一步丰富了公司的收入结 构，分散了市场经营风险。公司在产品结构优化也取得积极进展，整体经营质量稳步改善。 目前公司未触发业绩预告相关披露条件，四季度及全年具体经营数据，将以公司后续披露的年度报告为 准。 ...

目前公司未触发业绩预告相关披露条件，四季度及全年具体经营数据，将以公司后续披露的年度报告为 准。 格隆汇1月28日丨爱迪特(301580.SZ)近日接受特定对象调研时表示，公司 2025 年整体营收增长节奏与 前三季度基本一致，盈利端实现较好增长，利润增速高于收入增速。同时公司持续推进全球化市场布 局，海外业务收入占比较上年实现提升，成为公司营收增长的重要支撑，也进一步丰富了公司的收入结 构，分散了市场经营风险。公司在产品结构优化也取得积极进展，整体经营质量稳步改善。 ...

公司新园区相关建设工作正按计划有序推进，预计于下半年实现投产。公司将结合市场需求及可预测的 订单情况，对新园区产能进行逐步释放与合理扩产，经公司严谨测算，新园区相关资产转固后，不会对 公司整体成本端形成压力。 格隆汇1月28日丨爱迪特(301580.SZ)近日接受特定对象调研时表示，目前公司整体产能利用率处于较高 水平，为匹配订单需求，公司通过推进生产自动化升级、优化核心生产工艺等方式，持续挖掘现有产能 潜力，实现内生性产能提升。 ...

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]