前言 中美贸易战打了六年，世界各国都在关税重压下喘不过气，澳大利亚却在这时交出了一份让人眼红的成绩单。 2024年全年中澳贸易额突破2100亿美元，澳洲对华出口暴涨33%，创下历史新高。更绝的是，美国对全球都在加税，偏偏给澳大利亚开了10%最低档的绿 灯。 澳大利亚到底凭什么能在中美两头通吃？此举背后有何深意？ 作者-常 2100亿美元是怎么到手的 就在全世界都被贸易战搞得焦头烂额的时候，澳大利亚竟然成了最大赢家。 8月27日，澳大利亚总理阿尔巴尼斯兴奋地宣布：中国已经取消所有对澳贸易壁垒。这句话听起来平淡无奇，背后的含金量却重得惊人。 2024年中澳双边贸易额突破2100亿美元，相当于澳大利亚一年GDP的七分之一，比很多国家的全年进出口总额还要高。 仅南澳州一个州，对华出口就激增33%，创下43.9亿澳元的历史纪录。 更让人眼红的是澳大利亚在美国那里的待遇。 特朗普重返白宫后，挥舞着关税大棒四处开火，欧盟被加征15%到20%的关税，日本韩国也没能幸免。 偏偏澳大利亚享受着10%最低档的特殊待遇，成了所有国家中关税最轻的那一个。 再看看其他国家的境遇。加拿大因为追随美国对华制裁，被中方征收75.8%的保证金， ...

第三届监事会第六次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 河南翔宇医疗设备股份有限公司（以下简称"公司"）第三届监事会第六次 会议于 2025 年 8 月 27 日在公司会议室以现场的方式召开。会议通知已于 2025 年 8 月 17 日送达各位监事。本次会议应出席监事 3 人,实际出席监事 3 人。会议 由监事会主席李治锋先生主持。会议的召开及表决程序符合有关法律、行政法规、 部门规章和《公司章程》的规定。 证券代码：688626 证券简称：翔宇医疗 公告编号：2025-043 河南翔宇医疗设备股份有限公司 具体内容详见公司同日披露于上海证券交易所网站（www.sse.com.cn）的《河 南翔宇医疗设备股份有限公司关于增加 2025 年度日常关联交易预计的公告》 （公 二、监事会会议审议情况 经与会监事投票表决，本次会议审议并通过了以下议案： （一）审议通过《关于公司 2025 年半年度报告及其摘要的议案》 经审议，监事会认为：公司 2025 年半年度报告的编制和审议程序符 ...

It has been about a month since the last earnings report for DexCom (DXCM) . Shares have lost about 7% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is DexCom due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.DexCom Q2 Earnings Beat & ...

Core Viewpoint - Neusoft Medical has successfully developed and launched the NeuViz P10 photon counting CT, marking a significant advancement in medical imaging technology in China, which has been approved by the National Medical Products Administration [1][4]. Group 1: Company Background and Development - Neusoft Medical is a leading medical equipment manufacturer in China, having created the country's first domestically produced CT in 1997, breaking the long-standing foreign monopoly [2]. - The company has made significant technological advancements over the years, progressing from 16-layer to 512-layer CT technologies, culminating in the development of photon counting CT [2][6]. - The journey of Neusoft Medical reflects China's commitment to achieving high-level technological self-reliance and high-quality development in advanced medical equipment [2]. Group 2: Innovation and R&D Process - The development of the photon counting CT began in 2016, with key milestones including the creation of a CZT photon counting detector module in 2018 and the assembly of the first prototype in 2021 [4]. - The successful clinical validation and approval process for the NeuViz P10 was expedited by strategic investment from China General Technology Group, which enhanced R&D capabilities and market competitiveness [5][6]. Group 3: Technological Breakthroughs - The NeuViz P10 utilizes a groundbreaking technology that directly converts X-ray photons into electrical signals, representing a third revolution in CT imaging [7]. - This technology offers advantages such as ultra-high resolution imaging, ultra-low dose scanning, rapid scanning speeds, and multi-energy spectrum imaging [7]. Group 4: Market Strategy and Future Plans - Neusoft Medical aims to leverage the NeuViz P10 as a key tool for international expansion, targeting high-end markets globally [7]. - The company plans to deepen collaboration with China General Technology Group and enhance partnerships with top medical institutions to accelerate the application of photon counting CT in complex disease diagnostics [7].

Core Insights - In the first half of 2025, the company achieved revenue of 6.016 billion yuan, a year-on-year increase of 12.79%, and a net profit attributable to shareholders of 999.8 million yuan, up 5.03% year-on-year [2] - The company plans to distribute a cash dividend of 1.3 yuan per 10 shares, totaling 107 million yuan [2] Group 1: Domestic Market Performance - The company saw a 3.4 percentage point increase in its market share in the comprehensive medical imaging and radiation therapy equipment market in China, ranking second in the industry [2] - Core imaging diagnostic product lines, including CT, MR, MI, and XR, continued to strengthen and expand their leading positions [2] - The radiation therapy (RT) market share increased significantly by nearly 18 percentage points year-on-year, also ranking second in the industry [2] Group 2: International Market Expansion - The company's overseas business revenue reached 1.142 billion yuan, a year-on-year increase of 22.48%, accounting for 18.99% of total revenue [2] - In North America, the company has installed over 400 high-end imaging devices, covering more than 70% of U.S. states, with over 150 PET/CT devices installed [3] - In Europe, the company has achieved installations in over 20 countries, completing commercial layouts in major Western European economies [3] - The company has made significant strides in emerging markets, with orders and revenue showing substantial growth, entering nearly 15 Latin American countries and over 20 African countries [3] Group 3: Strategic Partnerships and Collaborations - The company signed a strategic cooperation agreement with IHH, a major healthcare group in Singapore, and established partnerships with leading medical institutions in Malaysia, Thailand, and Vietnam [3] - The company successfully collaborated with Singapore General Hospital, ranked first in Asia and ninth globally, marking a breakthrough in key customer expansion [3] Group 4: Global Installation and Future Outlook - As of the end of June, the company has installed over 36,000 units globally and has more than 30 spare parts warehouses [4] - The company anticipates that with the acceleration of overseas project deliveries and customer follow-ups, its overseas business will enter a more robust growth phase in the second half of the year [4]

Core Insights - Hefei Tianyao New Materials Technology Co., Ltd. has recently completed a multi-million A round financing led by Huxue Capital, with participation from SMIC Juyuan and Guoyuan Fund, aimed at expanding production lines and product development, as well as exploring overseas markets and downstream detector integration business [1] Company Overview - Established in April 2020, Hefei Tianyao is located in Hefei Economic Development Zone and focuses on the research, production, and sales of third-generation strategic semiconductor crystal materials [1] - The company's core products include Cadmium Zinc Telluride (CdZnTe) substrates and devices, and it is expanding into high-end Indium Phosphide (InP) and Aluminum Nitride (AlN) compound semiconductor products [1] - Hefei Tianyao aims to break the technological monopoly held by Europe, the United States, and Japan, striving for self-controlled high-end semiconductor materials [1] Market Development - Photon CT using CdZnTe and Cadmium Telluride as detector materials has officially entered clinical use [1] - From the beginning of 2025 to the end of July, Siemens Medical has won bids from nearly 10 medical institutions, totaling 475 million yuan, with a single unit price of nearly 50 million yuan [1] - The photon counting spectral CT independently developed by United Imaging Healthcare has been installed in Zhongshan Hospital and Ruijin Hospital, initiating clinical testing and medical research [1] Strategic Positioning - The company recognizes the opportunity presented by the next generation of radiation detection technology and aims to become a core supplier in this wave [1] - Currently, Hefei Tianyao's CdZnTe products have achieved small batch supply in the medical field and have sent samples to several leading medical manufacturers, with expectations to enter a volume production phase next year [1]

RTX (RTX) Q3 2025 Earnings Call August 29, 2025 04:15 AM ET Company ParticipantsHenrik Mørck Mogensen - CEOMille Tram Lux - CFOConference Call ParticipantsPoul Jessen - AnalystNone - AnalystPoul JessenSo it's a quarter past ten, and my name is Paul Lisen. I'm the Stadanske Bank. I am happy to welcome Eric Bartmohsen, CEO of RTX, Milutra Luchs from CFO of RTX. And then we will start out by a presentation of the third quarter report, and then we will go to our Q and A afterwards which I will try to moderate. ...

盈利预测与投资建议：受院端招采减少及战略投入加大影响，公司业绩短期承压，我们下调公司2025- 2027 年营业收入分别为22.53 亿/26.14 亿/30.30亿元，同比增长分别为12%/16%/16%；归母净利润分别 为2.99 亿/3.84 亿/5.03 亿元；分别增长110%/28%/31%，对应2025-2027 年PE 为47/37/28倍，随着招采回 暖，我们预计公司业绩将有所恢复，维持"强烈推荐"评级。 风险提示：煤炭成本高于预期、装机扩容速度低于预期。 公司发布2025 半年度报告：2025 年上半年实现营业收入9.64 亿元，同比下降4.78%；归母净利润0.47 亿元，同比下降72.43%；扣非归母净利0.40 亿元，同比下降74.26%。 其中，2025 年第二季度营业收入5.34 亿元，同比增长0.17%，归母净利润0.39亿元，同比下降44.65%， 扣非归母净利润0.34 亿元，同比下降46.00% 超声和内镜产品持续发力，高端产品矩阵持续丰富。超声：公司彩超业务实现收入5.50 亿元，同 比-9.87%。P80/S80 高端台式机实现高端突破，高端便携X11 和E11 系列X ...

8月29日，联影医疗盘中上涨2.05%，截至10:46，报139.05元/股，成交4.95亿元，换手率0.44%，总市值 1145.99亿元。 联影医疗所属申万行业为：医药生物-医疗器械-医疗设备。所属概念板块包括：大盘、百元股、基金重 仓、融资融券、人工智能等。 截至3月31日，联影医疗股东户数2.14万，较上期增加17.32%；人均流通股27678股，较上期减少 14.77%。2025年1月-3月，联影医疗实现营业收入24.78亿元，同比增长5.42%；归母净利润3.70亿元，同 比增长1.87%。 分红方面，联影医疗A股上市后累计派现5.34亿元。 机构持仓方面，截止2025年3月31日，联影医疗十大流通股东中，华夏上证科创板50成份ETF （588000）位居第四大流通股东，持股2332.77万股，相比上期减少273.82万股。易方达上证科创板 50ETF（588080）位居第七大流通股东，持股1659.23万股，相比上期减少65.26万股。香港中央结算有 限公司位居第八大流通股东，持股1419.68万股，相比上期减少14.97万股。华宝中证医疗ETF （512170）位居第九大流通股东，持股1345 ...

8月29日，爱朋医疗盘中上涨2.15%，截至09:48，报33.80元/股，成交7776.60万元，换手率2.64%，总市 值42.60亿元。 截至6月30日，爱朋医疗股东户数3.24万，较上期增加57.18%；人均流通股2711股，较上期减少 36.33%。2025年1月-6月，爱朋医疗实现营业收入1.59亿元，同比减少11.31%；归母净利润-1937.91万 元，同比减少317.90%。 分红方面，爱朋医疗A股上市后累计派现1.13亿元。近三年，累计派现1638.62万元。 机构持仓方面，截止2025年6月30日，爱朋医疗十大流通股东中，华夏创新未来混合(LOF)（501207） 退出十大流通股东之列。 责任编辑：小浪快报 爱朋医疗今年以来股价涨92.43%，近5个交易日跌0.76%，近20日涨9.88%，近60日涨27.31%。 今年以来爱朋医疗已经6次登上龙虎榜，最近一次登上龙虎榜为8月8日，当日龙虎榜净买入1192.43万 元；买入总计7835.89万元 ，占总成交额比5.97%；卖出总计6643.46万元 ，占总成交额比5.06%。 资料显示，江苏爱朋医疗科技股份有限公司位于江苏省如东县经济开发 ...