（编辑 袁冠琳） 证券日报网1月8日讯 ，华阳智能在接受调研者提问时表示，从财务表现来看，公司2025年前三季度实 现营业收入3.18亿元，较上年同期下降14.52%；归属于上市公司股东净利润为2460万元，较上年同期下 降2.38%。其中第三季度单季归母净利润同比增长61.24%、扣非净利润同比增长107.84%。从主营业务 发展来看，公司聚焦微特电机及组件、精密给药装置两大板块。在微特电机及组件业务方面，公司深度 挖掘存量客户的同时积极开拓新客户群体，加大市场开拓力度，向行业更高端领域倾斜，并加快微特电 机自动化、智能化生产改造，降本增质以增强产品竞争力。在精密给药装置业务方面，公司持续深化与 现有战略客户的合作，客户合作粘性进一步增强，同时积极对接新客户，多个根据客户需求定制的在研 项目已进入检测、验证阶段。 ...

1 . 测量/计量仪器 ◦ 三坐标测量机用平衡气缸、自动控制柜（税则号列8 4 1 2 3 1 0 0、9 0 3 2 8 9 9 0） ◦ 机床用可编程序控制器（PLC）、数控单元（8 5 3 7 1 0 11、8 5 3 7 1 0 1 9） ◦ 气体流量阀（半导体/集成电路制造专用，8 4 8 1 8 0 3 9） ◦ 轮廓投影仪、光栅测量装置（9 0 3 2 8 9 9 0） 2 . 医疗仪器及组件 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 2 0 2 5 年 1 2 月 2 9 日 ， 国 务 院 关 税 税 则 委 员 会 发 布 《 2 0 2 6 年 关 税 调 整 方 案 》 （ 下 文 简 称 " 《 方 案》"），将自2 0 2 6年1月1日 起实施。（点击文末"阅读原文"下载附件） 《方案》中与仪器相关的商品主要集中在进口暂定税率表、税目调整表中，核心涉及测量、 医疗、工业检测等类别，具体如下： 一、核心仪器类（进口暂定税率表） 3 . 工业检测/加工仪器 二、税目调整涉及的仪器相关商品 * 以上商品均来自方 ...

今天，海南自由贸易港正式启动全岛封关。海南全岛成为一个海关监管特殊区域，实施以"'一线'放开、'二线'管住、岛内自由"为基本特征的自由化便利化 政策制度。这是我国坚定不移扩大高水平对外开放、推动建设开放型世界经济的标志性举措。 三亚崖州湾科技城管理局副局长 周国伟：未来一个月，我们还有好几套设备要进口。封关后"零关税"政策覆盖面的扩大，可以让我们的企业有效降低采购 成本，将更多的资金投入到科研生产上，进一步激发企业创新活力。 除了"零关税"，封关后，加工增值内销免关税政策在此前试点的基础上进一步优化，扩大进口料件范围，政策享惠门槛明显降低。岛内加工增值达到30%的 产品，可以免关税进入内地市场。 总台央视记者 孙艳：这里是海南自贸港"一线"放开的主通道洋浦港，我身后一艘搭载着17.9万吨石化原辅料的货船正缓缓靠港，这也是海南自贸港封关运作 后的第一批"零关税"进口产品，海关快速验行，节省通关时间近4小时。 海口海关所属洋浦海关综合业务处科长 艾韬：为保障全岛封关后第一批货物快速通关，我们实施高频调度，提前摸排进口计划，研究"一货一策"服务机 制，确保全岛封关平稳有序。 封关后，海南自贸港 "零关税" 商品清单 ...

在推动高质量发展的时代浪潮中，县域经济作为区域发展的重要基石，其活力与韧性直接影响着经济社 会发展的整体格局。近年来，邮储银行江西省分行始终坚守服务实体经济的初心，聚焦县域重点领域和 特色产业，将金融资源精准滴灌至县域经济发展的关键领域，通过创新服务模式、优化信贷结构、深化 产业融合，在信贷滴灌、服务下沉、普惠纾困、科技赋能等多维度发力，为赣鄱大地的县域经济注入了 源源不断的金融活水。截至2025年11月末，邮储银行江西省分行涉农贷款余额近1065亿元，普惠型小微 企业贷款余额超785亿元，用实实在在的金融成果织密民生保障网。 县域经济的核心竞争力往往源于其独特的资源禀赋与产业基础。邮储银行江西省分行深入践行"一产业 一方案"的定制化金融服务理念，针对省内各地特色农业产业布局，量身打造专属金融产品方案。该行 紧密围绕江西省政府重点打造的稻米、油料、果蔬、畜牧、水产五个千亿级主导产业链，以及茶叶、中 药材两个百亿级特色产业链，开展深入调研，精准对接需求。 走进江西国都中药饮片公司（以下简称：国都中药）的现代化车间，打开了一行人对中药材产业的视 野，从古法炮制到精密控温的浸润、切制、干燥环节，传统炮制精髓与现代科 ...

近日，有日本经济学界人士指出，日本政府和产业界十分关注中国稀土相关物项出口管制的工作情况。 转自：经济日报 日本近年来加快实施供应来源多元化、替代材料研发、国家储备强化，以及回收利用等措施，以摆脱对 中国稀土依赖。相关统计显示，日本进口稀土对中国的依赖度从约90%降至目前的约60%。但与此同 时，日本在关键品类上的依赖仍然高度集中。用于电动汽车驱动电机钕磁体的镝（Dy）、铽（Tb）等 重稀土几乎100%依赖中国供应，一旦受限，日本经济仍将面临较大冲击。 分析认为，一旦中国实施出口管制，日本汽车、电子零部件、风力发电、医疗设备及航空航天五大领域 将首当其冲。汽车产业方面，电动汽车和混合动力汽车的驱动电机依赖钕磁体，日本车企过去曾因稀土 短缺暂停部分车型生产，而替代技术尚未商业化；电子领域中，智能手机、半导体制造设备和硬盘驱动 器普遍使用稀土，尤其是荧光材料和磁性材料难以替代，而中国在精炼环节占据压倒性优势；风力发电 设备使用的高性能磁体依赖度也较高，替代技术存在效率降低和成本上升的问题；医疗设备领域，核磁 共振成像（MRI）等装置使用的强磁体对稀土具有不可替代性；航空航天领域的发动机及防务装备广泛 使用稀土合金 ...

Core Insights - Stryker Corporation (NYSE:SYK) is recognized as a strong player in the MedTech sector, showcasing its ability to deliver consistent operating leverage and growth [2][3] - The company reported third-quarter revenue of $6.1 billion, reflecting over 10% growth year-over-year, with organic sales increasing by 9.5% [3] - Stryker has a notable 32-year streak of dividend growth, appealing to income investors, with a payout ratio of approximately 43% indicating potential for future dividend increases [4] Financial Performance - For Q3 2025, Stryker's revenue reached $6.1 billion, marking a growth of over 10% compared to the same quarter last year [3] - Organic sales growth was reported at 9.5%, driven by a 9.1% increase in unit volume and a 0.4% rise in prices [3] - The company anticipates organic net sales growth of 9.8% to 10.2% moving forward [3] Investment Perspective - Truist's analyst raised the price target for Stryker to $400 from $392 while maintaining a Hold rating, emphasizing the company's strong position in the MedTech industry [2] - Despite the positive outlook, the firm prefers companies with more consistent revenue growth and faster earnings [2] - The appeal of Stryker as a dividend stock is highlighted by its long history of dividend growth and a reasonable payout ratio [4]

UFP Technologies FY Conference Summary Company Overview - **Company Name**: UFP Technologies - **Ticker**: NasdaqCM: UFPT - **Founded**: 1963 - **Headquarters**: Newburyport, Massachusetts - **Revenue**: Approximately $600 million - **Employees**: 5,000 associates - **Facilities**: 21 factories across five countries and six innovation development centers [3][16] Core Business and Value Proposition - UFP Technologies specializes in contract development and manufacturing of single-use and single-patient medtech devices [3] - The company combines design engineering, materials expertise, and precision manufacturing to assist customers in product development and protection [3] - Strong relationships with 26 of the top 30 medtech device companies, focusing on engineer-to-engineer collaboration [4][6] Business Model and Growth Strategy - The business model includes a front-end development process that is now a profitable and rapidly growing segment, previously given away for manufacturing hopes [5][6] - The company has a two-prong growth strategy: internal growth through marketing to profitable segments and acquisitions to enhance customer value [12][14] - Customer-funded development is a key aspect, ensuring serious engagement and funding for projects [14] Market Segmentation and Performance - Major market segments include: - Robotic Surgery: 30% - Medical Devices: 53% - Sterile Packaging: 17% [10] - The CDMO space is growing at approximately 10%, with sub-markets like robotic surgery growing in the mid-teens [10] - Revenue growth targets are set at 12%-18%, with half expected from acquisitions and half from internal growth [19] Recent Developments and Acquisitions - Recent acquisitions include companies that enhance capabilities in RF welding and injection molding, making UFP more valuable to customers [11][12] - The company has expanded its presence in low-cost countries, including Mexico and the Dominican Republic, to meet customer demands [15] Challenges and Risks - A recent issue with the acquisition of AJR led to workforce challenges, impacting operational targets but the company is recovering [20] - Customer concentration risk exists, particularly in robotic surgery, where a significant portion of business comes from a few key customers [22] - Long-term contracts are in place to mitigate risks associated with customer disintermediation [22][23] Intellectual Property Management - Intellectual property related to product development typically belongs to the customer, while process-related IP remains with UFP Technologies [23][24] Conclusion - UFP Technologies presents significant growth opportunities with a strong focus on customer relationships, innovative materials, and a proven growth strategy [16][19]

在推进医疗行业国产替代领域，无锡企业再下一城。记者从相关方面获悉，位于无锡惠山经开区的一家医疗企业，正打破长期被海外垄断，实现了CT球 管制造技术从零到一的突破，为国产替代奠定坚实基础。 5年前，中国CT核心零部件仍高度依赖进口，关键技术被"卡脖子"。麦默真空迎难而上，实现从零到一的突破。公司创始人表示："做高端医疗影像核心 部件，是一条'从无到有、从跟跑到并跑'的艰难路。"近年来，该企业团队啃下一个个技术"硬骨头"，完成从滚珠轴承到液态金属轴承的技术跨越，实现 CT球管核心部件自主研发，让国产影像设备的"心脏"真正自主跳动。 从"市场认可"到"自信崛起"，麦默真空以实力赢得口碑。目前，该企业产品已服务全国数百家医院，并远销俄罗斯、东南亚、巴西、乌兹别克斯坦等国 家。2024年销售额实现翻倍增长，今年继续稳中有增。"下一步，我们将继续向高端球管研发发力，推动与整机厂的OEM合作，让国产球管'出厂即装 配'，同时加大海外市场拓展，将出口占比由20%提升至40%。"公司市场方面负责人透露。 取得这一成绩的企业，位于惠山经开区生命健康产业园内，名叫麦默真空技术无锡有限公司（下称：麦默真空），深耕高端医疗影像核心部件 ...

Core Points - The press conference held by the State Council's Joint Prevention and Control Mechanism focused on the production and supply of essential medical equipment for epidemic prevention [1] Group 1: Medical Protective Clothing Production - The demand for medical protective clothing has surged since the outbreak of the epidemic, leading to a shortage of sealing machines, which are essential for meeting medical standards [4] - The Ministry of Industry and Information Technology (MIIT) has coordinated efforts to resume production and manage the allocation of resources, resulting in the production of approximately 1,200 sealing machines by March 3 [4] - State-owned enterprises have been encouraged to increase production capacity, with major groups producing around 360 sealing machines in just half a month [4] Group 2: Supply Capacity and Production Efficiency - The current supply of sealing machines is still insufficient to meet the increased production needs for protective clothing [5] - Various clothing manufacturers have adapted their production lines to support the production of protective clothing, effectively utilizing nearly 2,000 additional sealing machines [5] - The total number of sealing machines available for medical protective clothing production has reached 4,300, which can potentially produce around 600,000 pieces daily based on standard production efficiency [5]

Group 1 - The core point of the article is that Hotway Medical, a wholly-owned subsidiary of Hotway Co., focuses on the research and production of medical heating-related products, which have already been certified and are in mass production [2] Group 2 - An investor inquired about the shareholding ratio of Hotway Medical and the certification status of its products [2] - Hotway Co. confirmed that its medical products have passed certification and are currently being mass-produced [2]