迈得医疗工业设备股份有限公司于2026年1月5日通过集中竞价交易方式首次回购公司股份127,283股， 占公司总股本的0.0766%。回购价格区间为15.69元/股至15.80元/股，支付资金总额2,004,504.07元（不含 交易费用）。本次回购系基于公司2025年12月30日经股东会审议通过的回购方案，回购资金来源为超募 资金或自有资金，拟用于减少注册资本，回购期限为12个月，回购金额区间为2,000万元至4,000万元， 回购价格上限为24元/股。本次回购符合相关法规及公司方案规定。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：1月6日主力资金净流出86.51万元，游资资金净流入153.26万元。 来自公司公告汇总：迈得医疗于1月5日首次回购股份127,283股，支付资金总额200.45万元（不含 交易费用）。 1月6日主力资金净流出86.51万元；游资资金净流入153.26万元；散户资金净流出66.75万元。 公司公告汇总 截至2026年1月6日收盘，迈得医疗(688310)报收于15.9元，下跌0. ...

Shares of Taylor Devices, Inc. (TAYD) have gained 7.2% since the company reported its earnings for the quarter ended Nov. 30, 2025. This compares to the S&P 500 index’s 0.5% growth over the same time frame. Over the past month, the stock has increased 39.3% compared with the S&P 500’s 0.2% growth, reflecting significant investor optimism and outperformance against the broader market.For the fiscal second quarter, Taylor Devices reported earnings of 64 cents per share compared to 34 cents per share in the pr ...

自《实施办法》出台以来，共计229个项目获得支持，融资补贴金额达6530.73万元，项目涉及总投资 325.64亿元。项目全部建成后，预计可新增销售收入约457.95亿元，新增利润35.54亿元。（全媒体记者 谢卓芳） 为更好对接国家政策导向，进一步支持工业企业加快设备更新与技术改造，近日，湖南对《湖南省工业 企业设备更新和技术改造项目融资补贴实施办法》（下称《实施办法》）进行修改。新政策将项目总投 资申报门槛从500万元降至200万元，补贴基准比例由1%提升至1.2%，贴息期限最高可达2年。 《实施办法》2024年8月首次出台。2025年以来，国家层面相关政策持续加力，专项再贷款项目总投资 门槛已逐步降至200万元。为保持政策协同、增强省级政策吸引力，我省对原政策进行优化调整，进一 步下调企业申报门槛，加大直接补贴力度，助力更多中小企业及重点技改项目降低融资成本。此次修订 由省财政厅、省工信厅、省地方金融局、中国人民银行湖南省分行四部门部署实施。 值得一提的是，此次修改进一步优化了重点项目的叠加激励措施。根据修改后的条款，对开展数字化智 能化改造的项目，其贴息比例将在1.2%的基础标准上再增加0.2个百分点 ...

6.2%，这是今年我国前11个月货物贸易出口的同比增速（以人民币计价）。在个别国家单边实施高关 税的冲击下，这一数据可以说远超年初预期。预期之外，反映的是长期以来我国深入推进制造业转型升 级、贸易伙伴多元化布局带来的出口韧性。 一般而言，包括零部件、原材料和半成品在内的中间品，以及用于扩大再生产的工业设备（通常被看 作"资本品"）在出口商品中占比越高，意味着出口结构更优。原因在于，相较直接面向终端市场的最终 消费品，这两类产品往往体现出一个国家在全球产业链价值链中处于中上游位置。 今年以来，我国出口商品结构升级趋势进一步凸显，"中国智造"成为更多贸易伙伴的共同选择。市场机 构根据海关总署数据测算出，今年前10个月，我国中间品、资本品的出口增速分别为9.7%和6%，累计 拉动整体出口5.6个百分点。从份额看，前三季度中间品占总出口的比重提升至47.4%，较去年末提高2 个百分点。 无论制造业转型升级还是出口市场的多元布局，都是长期调整积累下来的优势，未来仍将继续存在。同 时，中美元首釜山会晤取得积极成果，中美贸易形势趋于缓和，市场对于明年外贸形势的基本判断仍相 对乐观。不过，贸易保护主义和单边主义始终是悬在全球 ...

在本次"两新"标准行动中，工信部聚焦三大重点方向开展标准研制。 新京报讯(记者陈琳)在推动大规模设备更新和消费品以旧换新行动中，工业领域正成为重点发力方向。 12月26日，工业和信息化部科技司副司长姚佳在"两新"标准提升行动工作成效专题新闻发布会上介绍， 工信部已牵头完成44项重要国家标准制修订工作，通过标准引领加快推动制造业向高端化、智能化、绿 色化发展，为新质生产力发展提供坚实支撑。 大规模设备更新是党中央、国务院作出的重大决策部署。2024年3月，工业和信息化部等七部门联合印 发《推动工业领域设备更新实施方案》，明确以标准化为牵引，通过提升技术、质量、能耗、排放等标 准，依法依规引导企业淘汰落后设备、采用先进设备，全面提升生产效率和技术水平。 加大回收循环利用标准供给，制定《退役光伏组件梯次利用通用规范》《车用动力电池回收利用通用要 求》等20项推荐性国家标准，促进资源高效循环利用，完善绿色制造体系。 姚佳指出，在"两新"政策持续推动下，我国工业领域设备更新已进入加速实施阶段。这不仅有效拉动投 资增长、促进产业升级，还在释放内需潜力、助力实现"双碳"目标等方面发挥重要作用。工信部将持续 推进标准落地实施 ...

证券日报网12月16日讯博盈特焊（301468）在回答调研者提问时表示，截至2025年9月30日，公司在境 外的营业收入占比约为54.28%，公司产品主要出口给亚洲、北美、南美、欧洲等国家及地区。公司拓 展海外市场的方式主要靠商务谈判。公司是国内较早从事工业设备防腐防磨堆焊业务的企业之一，凭借 深厚的技术沉淀、优良的制造工艺、过硬的产品质量，公司在技术实力、产品质量、生产规模、应用案 例、产品价格、行业口碑等多方面得到了客户的肯定与信赖，在行业内树立了良好的品牌形象，使得公 司在开发客户方面存在优势。 ...

编辑：N 为什么说不卖就不卖了？ 11月底，意大利北部的工厂里，机器依然轰鸣，订单排到了明年夏天，可这里的主人已经换了。 东方精工把Fosber集团，连同它那200多项工业4.0专利，一起打包卖给了美国博枫，价格是63亿人民 币。 这笔账，怎么看都像是亏了，你想想，这可是贡献了公司三分之二营收的印钞机啊。 前言 说实话，看到东方精工把年赚76.4%增长的"现金牛"卖了，第一反应也是：疯了吧？ 可这背后，是一位佛山老板冷酷的算盘，当荷兰动用冷战法案打压中国芯片公司，他看到的不再是利润 表，而是一张巨大的风险表。 为何好资产成了烫手山芋？欧洲的明天会怎样？ 净利润去年还暴涨了76.4%，北美市场一半以上的高端设备都源自这里，说不要就不要了？ 可那位神秘的佛山老板，却表现得异常冷静，甚至可以说是冷酷，在他的算盘上，这笔买卖划得来。 要理解这份冷静，得回到十年前，2014年，东方精工花了7400万欧元，第一次买下了Fosber的部分股 权。 那在当时，可是一桩漂亮的"蛇吞象"，央视都专门报道了，说这是中欧制造业合作的典范。 十年间，东方精工一步步增持，最终实现了100%控股，把这家欧洲细分领域的隐形冠军，真的变成了 ...

Financial Data and Key Metrics Changes - Sales for Q4 2025 were $752 million, up 1% from $744 million in Q4 2024, with organic sales decreasing by 1% [10] - Adjusted earnings per share grew 9% year-over-year to $3.03, exceeding the midpoint of quarterly guidance [12] - Full year sales reached a record $2.8 billion, up 4% from the previous year, with adjusted diluted earnings per share of $10.24, also up 5% [18][19] Business Line Data and Key Metrics Changes - Industrial Precision Solutions (IPS) sales decreased 2% to $362 million, with organic sales down nearly 4% [13] - Medical and Fluid Solutions sales increased 10% to $220 million, with organic sales volume up 7% [14] - Advanced Technology Solutions (ATS) sales decreased 4% to $171 million, with organic sales down approximately 5% [17] Market Data and Key Metrics Changes - The company reported a 5% year-over-year increase in backlog, reaching approximately $600 million [26] - Currency translation positively impacted sales by 2% during the quarter [10] - The company noted stabilization in demand for automotive and polymer processing end markets [24] Company Strategy and Development Direction - The Ascend strategy has been pivotal in achieving record sales and EBITDA, with a focus on operational excellence and strategic M&A [6][8] - The company aims for average annual revenue growth of 6%-8% and adjusted EPS growth of 10%-12% from 2025 to 2029 [23] - The company is positioned to capitalize on profitable growth opportunities as key market headwinds have subsided [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to convert market opportunities into bottom-line results, anticipating a strong start to fiscal 2026 [22][26] - The company highlighted that customer destocking in the medical segment is behind them, with expectations for mid-single-digit organic growth [24] - Management acknowledged the importance of planning for both upside and downside scenarios in guidance, reflecting a cautious yet optimistic outlook [44][45] Other Important Information - The company generated record cash flow of $194 million in Q4, with a conversion rate of 128% to net income [5] - Free cash flow for the full year was a record $661 million, enabling share repurchases and dividend increases [21] - The company ended the year with a leverage ratio of 2.1 times, near the low end of its targeted range [20] Q&A Session Summary Question: Insights on ATS segment and semiconductor applications - Management noted that strength remains concentrated in semiconductor applications for AI and cloud computing, with automotive stabilizing [29][30] Question: Margin trajectory for 2026 - Management indicated that margins in IPS and ATS are expected to be sustainable, with upper 30s% margins in the medical segment being achievable [31][32] Question: Polymer processing outlook - Management stated that polymer processing has troughed, with expectations for improvement in order entry and backlog [33][52] Question: Guidance rationale - Management explained that guidance reflects a range of potential outcomes, planning for both upside and downside scenarios [44][45] Question: Backlog trends - Management confirmed that backlog is down sequentially, which is typical for Q1, but up 5% year-over-year [55]

出口产品结构升级，新兴市场多点开花，我国外贸韧性来自哪里？明年的外贸怎么干，如何继续焕发中国活力？《新闻1+1》连线中国国际经 济交流中心研究员张茉楠，带来分析解读。 12月8日，海关总署公布了今年前11个月的外贸数据，我国贸易顺差首次超1万亿美元。民营企业成为外贸稳定增长的核心支柱，占我国外贸总 值的57.1%。 张茉楠：我觉得中美之间现在的变化，也恰恰体现了全球化时代深度依存的关系。中国对美国的贸易出口出现了很大的降幅，但中国作为全球 贸易大国，中国在全球的贸易顺差这样一种分量其实不降反升，我国对很多国家其实都是保持了贸易不断发展。尽管与美国的贸易有所下降， 但是中国对全球的贸易增长反而越来越紧密，比如我们与不同的贸易伙伴之间，形成了更加稳定、更加紧密的贸易互惠关系。 一方面体现了中国作为全球贸易增长引擎的地位。另外，中国近些年来，不断去拓展贸易多元化或者贸易结构升级，现在在全球的一些比如高 技术产品中，中国不可替代性的角色越来越明显了。比如欧盟对中国的新能源汽车、工业设备，还有轨道交通这些产品的需求实际上都是在增 长的，这是双方在产业结构分工和贸易结构变化之间的客观结果，也是我们现在看到的新形势和新变化 ...

Core Insights - The aftermarket service sector is expected to grow faster than overall product sales and GDP growth due to customers delaying new equipment purchases and focusing on enhancing existing equipment performance [1][2][4] - Original Equipment Manufacturers (OEMs) have opportunities to improve profit margins through strategies such as expanding networks, managing complexity, developing supplier solutions, and optimizing pricing [1][4] Group 1: Market Trends - The global industrial service market is projected to grow at a compound annual growth rate (CAGR) of 6.5% from 2024 to 2030, driven by demand for maintenance, spare parts, and other value-added services [2] - In the North American machinery and new equipment market, the CAGR is expected to be only 1.12% from 2025 to 2029, indicating a stagnation in new equipment sales [2] - The Chinese aftermarket service market is anticipated to grow at a CAGR of 7.8% from 2025 to 2030, surpassing the global average, fueled by industrial upgrades and smart manufacturing [4] Group 2: Profitability and Pricing Strategies - Aftermarket services typically yield higher profit margins, with an average EBITDA margin of 27% compared to just 11% for new equipment sales, highlighting the importance of aftermarket services for OEM growth [4] - Companies often face pitfalls such as inconsistent cross-channel pricing and immature cross-selling strategies, leading to significant value loss, including profit losses of 10% or more [5] Group 3: Pricing Optimization Steps - Five key elements are essential for optimizing aftermarket service pricing capabilities, including price strategy, price setting, price execution, price monitoring, and enabling factors [6][15] - A clear pricing strategy should be established to optimize part pricing, taking into account the unique value propositions of parts and tailoring prices to different customer segments [8] - Price execution is crucial for adapting to market changes, requiring improved governance processes and enhanced contract management capabilities [12] Group 4: Additional Growth Opportunities - OEMs can enhance profitability and customer loyalty by unlocking growth potential in the aftermarket service sector through continuous evaluation and refinement of pricing strategies [17] - Bundling products or services can maximize customer value and increase sales, while upselling higher-value parts can help OEMs capture market share without sacrificing profit margins [17]