（文章来源：每日经济新闻） 每经AI快讯，爱迪特（301580.SZ）1月30日在投资者互动平台表示，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。公司预约的2025年年度报告披露日期为2026年4月29日，关于 公司的2025年年度业绩情况敬请关注公司后续披露的年度报告。 ...

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。 ...

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 编号：2026-004 | | ☑ 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） | | | | 中信证券—郭柯宇 | | | | 光大保德信—钱彦君、高睿婷 | | | | 德邦基金—曾叙横、揭诗琪 | | | | 国联民生医药—杨芳 | | | | 永赢基金—张蕊 | | | | 招商医药—张语馨 | | | 参与单位名称 及人员姓名 | 华宝基金—齐震、魏扬帆、林锐敏 | | | | 中欧基金—任逸哲、息荣雪 | | | | 南方基金—卢玉珊、蔡强、张德曦 | | | | 工银瑞信—丁洋、赵蓓、袁芳 | | | | 万家基金—杨梦朝、王霄音 | | | | 国泰基金—任一林、韩昊东、王琳、邱晓旭 | | | | 广发基金—周飞、李善欣、王瑞冬、杨定光、王远鸿、程文文 | | | 时间 | 2026 年 1 ...

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].

Market Overview - The medical device sector experienced a slight decline of 0.08% on January 22, with Aisheren leading the drop [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Top Performers - Baolait (300246) saw a significant increase of 11.93%, closing at 14.64 with a trading volume of 374,600 shares and a transaction value of 530 million [1] - Aojing Medical (688613) rose by 3.65%, closing at 24.12 with a trading volume of 56,300 shares and a transaction value of 134 million [1] - Adit (301580) increased by 3.64%, closing at 53.79 with a trading volume of 42,100 shares and a transaction value of 222 million [1] Underperformers - Aisheren (920050) experienced the largest decline of 12.17%, closing at 38.68 with a trading volume of 86,600 shares and a transaction value of 341 million [2] - Shuoshi Bio (688399) fell by 6.39%, closing at 79.42 with a trading volume of 46,300 shares and a transaction value of 374 million [2] - Tianchen Medical (688013) decreased by 3.78%, closing at 44.25 with a trading volume of 25,900 shares and a transaction value of 114 million [2] Capital Flow - The medical device sector saw a net outflow of 332 million from institutional investors, while retail investors contributed a net inflow of 152 million [2] - The top stocks by net inflow from retail investors included Guanhao Bio (300238) with a net inflow of 16.41 million [3] - Institutional investors showed a strong net inflow in Lianying Medical (688271) with 63.88 million, while retail investors had a net outflow of 68.63 million [3]