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【私募调研记录】尚雅投资调研麦迪科技
Zheng Quan Zhi Xing· 2025-06-30 00:04
Group 1 - The core viewpoint of the article highlights that Shangya Investment has conducted research on Medtronic Technology, which has been deeply engaged in medical information technology for twenty years and has developed integrated solutions covering over 2,400 medical institutions nationwide [1] - Medtronic Technology is in a phase of scale expansion and structural upgrading, indicating long-term growth potential. Traditional business growth points include smart surgery and emergency rescue, with competitive enhancement measures such as the introduction of large model technology and improved system collaboration capabilities [1] - The company is actively expanding into AI smart healthcare, low-altitude emergency rescue, and health care robotics, ensuring sufficient funding by changing the use of raised funds [1] Group 2 - The smart health care platform developed by Medtronic Technology addresses various needs of the elderly, including emotional support, medical care, health care, and safety monitoring, positioning the company as a comprehensive solution provider for smart health care [1] - The business model of Medtronic Technology is based on the delivery of integrated solutions combining software and hardware, leveraging high-quality medical data resources and complex scenario solution design capabilities in the humanoid robot sector [1] - The low-altitude emergency rescue business has launched an intelligent ED drone rescue solution, with plans for pilot deployment in Suzhou [1]
万和财富早班车-20250522
Vanho Securities· 2025-05-22 02:37
| ● 国内金融市场 ● | | | | 股指期货 · | | | --- | --- | --- | --- | --- | --- | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | 上证指数 | 3387.57 | 0.21% | 上证当月连续 | 2712.60 | 0.46% | | 深证成指 | 10294.22 | 0.44% | 沪深当月连续 | 3881.20 | 0.43% | | 创业板指 | 2065.39 | 0.83% | 恒生期货指数 | 30480.29 | 0.56% | 宏观消息汇总 1. 国家发改委:不断完善政策工具箱 确保必要时及时出台实施 2. 央行:召开金融支持实体经济座谈会 加力支持科技创新等领域 3. 中国与东盟十国全面完成中国一东盟自贸区3.0版谈判 二、行业最新动态 1。三部门深入推进IPv6规模部署 相关概念股有望站上风口,相 关个股:烽火通信(600498)、中兴通讯(000063)等 2. 智能穿戴设备最值得关注的分支 外骨骼机器人加速商业落地, 相关个股:翔宇医疗(688626)、精工科技(002006)等 我们不是资讯的搬运 ...