美亚光电 20250826 摘要 2025 年上半年，美亚光电口腔业务收入与去年同期基本持平，销量提 升但毛利率有所回升，主要受益于产品迭代和销售结构变化。公司通过 市场布局和资源投入，扩大在低谷期国内口腔行业的领先优势，并对未 来发展持乐观态度。 美亚光电在口腔医疗领域的核心策略是提升核心竞争力，灵活营销扩大 销售。2025 年上半年毛利率环比修复，下半年销售体量预计更大，公 司坚持高质量发展，不以牺牲毛利换取市场份额，通过产品力、技术、 品质和服务提升自然竞争。 美亚光电深度应用 AI 和数字化技术，如美亚大师 4.0 和全栈式大米数字 化加工解决方案，提升生产效率和效益。在口腔医疗方面，推出美亚引 擎，将 AI 技术应用于口腔 CBCT，提高医生工作效率，并为患者提供清 晰明了的诊疗信息。 美亚光电的再生资源业务已占色选机整体收入的 20%，且上半年增速较 快。该业务板块与国家政策及全球可再生资源发展导向密切相关，具有 广阔的发展空间和较高的毛利水平。 Q&A 美亚光电 2025 年上半年经营情况如何？有哪些主要业务板块表现突出？ 2025 年上半年，美亚光电整体经营状况稳健，收入增长 10%，净利润增 ...

Core Viewpoint - Hefei has transformed from a "county town" to a "new first-tier city," with a notable rise in its private economy, which plays a crucial role in its development and innovation [1][2]. Group 1: Company Growth Stories - iFlytek, a prominent company in Hefei, has seen its market value grow 26 times over the past decade, showcasing the successful transformation of research results into commercial products [3][4]. - The company was founded in 1999, initially facing challenges with its first product but later pivoted to focus on voice technology, leading to its successful listing on the Shenzhen Stock Exchange in 2008 [5][6]. - iFlytek's growth has been supported by local government initiatives, which provided funding and a conducive environment for innovation [7][8]. Group 2: Government Support and Ecosystem - The Hefei government has actively supported startups like iFlytek by facilitating funding and creating a favorable policy environment, which has been crucial for the survival and growth of tech companies [6][7]. - The establishment of the "Keda Silicon Valley" innovation platform has attracted over 2,500 tech companies, enhancing the local innovation ecosystem [12][20]. - Hefei's government has implemented various policies to support the private economy, including the establishment of innovation centers and funding initiatives [19][20]. Group 3: Industry Development - The artificial intelligence industry in Hefei has flourished, with over 2,000 companies now operating in this sector, positioning the city as a national leader in advanced manufacturing [8][20]. - The logistics and digital freight sectors are also experiencing significant growth, with companies like Weitian Yuntong revolutionizing the industry through digital solutions [15][16]. - Hefei's strategic planning aims to establish itself as a national transportation hub, further enhancing the logistics industry's potential [14][15]. Group 4: Talent Development - Hefei has developed a robust talent cultivation strategy, focusing on nurturing entrepreneurs and skilled professionals to support its growing industries [21][22]. - The presence of institutions like the University of Science and Technology of China has contributed to a steady supply of talent, fostering innovation and entrepreneurship [22][24]. - The city has implemented various policies to attract and retain talent, ensuring a continuous influx of skilled individuals to support its economic growth [21][22].