截至2025年11月21日收盘，迈得医疗（688310）报收于15.2元，较上周的16.55元下跌8.16%。本周，迈 得医疗11月17日盘中最高价报16.87元。11月21日盘中最低价报15.05元。迈得医疗当前最新总市值25.27 亿元，在自动化设备板块市值排名74/78，在两市A股市值排名4810/5167。 本周关注点 机构调研要点 尊敬的投资者朋友，您好！公司产品为非标定制化智能设备，根据产品的规格型号及客户定制需求等方 面的要求，遵循公平、自愿原则，经双方协商一致确定交易定价。目前公司核心产品为安全输注类、血 液净化类智能装备，并推广药械组合类智能装备，以上产品均为公司业绩增长贡献力量。感谢您的支持 与关注！ 尊敬的投资者朋友，您好！公司截至 2025 年三季度累计实现营业收入 2.25 亿元，另外还有发出商品 7,645.20 万元（最终确认收入金额以后期财务报表为准）尚未确认收入。感谢您的支持与关注！ 尊敬的投资者朋友，您好！公司资金持续聚焦主业发展，丰富产品矩阵，同时将根据发展规划，继续对 隐形眼镜业务开展相关材料研发、产品取证、自主品牌运营、新产品开发、产线优化降本等工作，致力 打通隐形眼 ...

证券之星消息，2025年11月19日迈得医疗（688310）发布公告称公司于2025年11月19日召开业绩说明会。 答：尊敬的投资者朋友，您好！公司资金持续聚焦主业发展，丰富产品矩阵，同时将根据发展规划，继续对隐形眼镜 业务开展相关材料研发、产品取证、自主品牌运营、新产品开发、产线优化降本等工作，致力打通隐形眼镜上下游产 业链。感谢您的支持与关注！ 问：请林总，公司隐形眼镜的产能是否跟得上？在线上平台经常出现缺货情况，公司日抛产品什么时候可以上？ 具体内容如下： 问：答环节： 答：问环节 问：请今年三季度公司核心产品的市场需求和价格走势整体表现如何，哪些业务板块为业绩增长贡献了主要力量呢？ 答：尊敬的投资者朋友，您好！公司产品为非标定制化智能设备，根据产品的规格型号及客户定制需求等方面的要 求，遵循公平、自愿原则，经双方协商一致确定交易定价。目前公司核心产品为安全输注类、血液净化类智能装备， 并推广药械组合类智能装备，以上产品均为公司业绩增长贡献力量。感谢您的支持与关注！ 问：请公司 2025 年三季度营收情况如何？是否完成预期了呢? 答：尊敬的投资者朋友，您好！公司截至 2025 年三季度累计实现营业收入 ...

Core Viewpoint - The recent performance of Maide Medical (688310) shows a decline in stock price and mixed financial results, with a notable increase in net profit but a significant drop in non-recurring net profit [1][3]. Stock Performance - As of October 31, 2025, Maide Medical's stock closed at 19.33 yuan, down 7.51% from the previous week [1]. - The stock reached a peak of 21.44 yuan on October 27 and a low of 18.76 yuan on October 30 [1]. - The company's current market capitalization is 3.213 billion yuan, ranking 69th out of 78 in the automation equipment sector and 4400th out of 5163 in the A-share market [1]. Shareholder Changes - As of September 30, 2025, the number of shareholders increased to 4528, up by 723 or 19.0% from June 30 [2]. - The average number of shares held per shareholder decreased from 43,700 to 36,700 shares, with an average holding value of 736,000 yuan [2]. Financial Performance - For Q3 2025, Maide Medical reported a main revenue of 225 million yuan, a year-on-year increase of 2.31% [3]. - The net profit attributable to shareholders was 8.8367 million yuan, up 15.82% year-on-year [3]. - The non-recurring net profit was -1.2785 million yuan, a significant decline of 526.58% year-on-year [3]. - In Q3 alone, the main revenue was 83.643 million yuan, reflecting a 54.38% year-on-year increase [3]. - The net profit for Q3 was 2.7916 million yuan, a substantial increase of 224.07% year-on-year [3]. - The non-recurring net profit for Q3 was 1.2364 million yuan, up 118.23% year-on-year [3]. - The company's debt ratio stands at 29.86%, with investment income of 167,600 yuan and financial expenses of -523,600 yuan, while the gross profit margin is 40.19% [3]. Company Announcements - On October 27, 2025, Maide Medical's fifth supervisory board meeting approved the Q3 report and the postponement of fundraising projects, confirming that the delay would not harm the company's or shareholders' interests [3]. - The "Annual Production of 35 Sets of Drug-Device Combination Intelligent Equipment Expansion Project" has been postponed to November 2026 due to production layout adjustments and equipment debugging, with a cumulative investment of 37.9365 million yuan, representing 59.08% of the planned investment [3]. Legal Opinions - On October 30, 2025, Maide Medical held its first extraordinary general meeting of 2025, where 13 resolutions, including changes to the supervisory board and amendments to the articles of association, were approved [4]. - The meeting had 18 attendees representing 66.7103% of the voting shares, and the legal opinion confirmed the legality and validity of the meeting procedures and resolutions [4].

Core Viewpoint - The company announced the postponement of its fundraising project related to the expansion of smart medical equipment, moving the expected operational date from November 2025 to November 2026 due to various operational adjustments and project delays [13][24][25]. Financial Data - The company reported that the total amount raised from its initial public offering was RMB 518.11 million, with a net amount of RMB 457.35 million after deducting issuance costs [18][19]. - The company has established special accounts for the management of raised funds, ensuring that all funds are stored in designated accounts [19]. Shareholder Information - As of September 30, 2025, the company held 2,592,575 shares in its repurchase special securities account [5]. - The company has not reported any changes in the shareholding structure of its top ten shareholders or any significant shareholder lending activities [6][7]. Board Meeting Decisions - The fifth board meeting held on October 27, 2025, approved the third-quarter report and the postponement of the fundraising project [10][13]. - All board members present voted in favor of the resolutions, indicating unanimous support for the decisions made [11][14]. Project Postponement Details - The postponement of the smart medical equipment expansion project is attributed to production layout adjustments and the need for further optimization in construction [24]. - The company emphasized that this delay does not affect the project's content, implementation, or investment scale, ensuring compliance with relevant regulations [25][28]. Monitoring and Compliance - The supervisory board has also approved the postponement, affirming that it aligns with regulatory requirements and does not harm the interests of the company or its shareholders [33][34]. - The company will continue to monitor market conditions and optimize resource allocation to ensure the project's successful completion [25].

Core Viewpoint - The announcement from Maide Medical indicates a delay in the completion of its project due to various operational adjustments, which may impact future production timelines and investor sentiment [1]. Group 1: Company Performance - As of October 27, 2025, Maide Medical's stock closed at 21.03 yuan, reflecting a 0.62% increase from the previous trading day [1]. - The company's total market capitalization is reported at 3.496 billion yuan [1]. - The stock opened at 20.88 yuan, reached a high of 21.44 yuan, and a low of 20.71 yuan, with a trading volume of 48.8183 million yuan and a turnover rate of 1.4% [1]. Group 2: Project Update - Maide Medical announced the use of 64.2129 million yuan of raised funds for the "Annual Production of 35 Medical Equipment Combination Intelligent Equipment Expansion Project" [1]. - Due to production layout adjustments, construction optimization, and equipment procurement and installation challenges, the project’s expected operational date has been postponed from November 2025 to November 2026 [1]. - This decision has been approved by the company's board of directors and supervisory board, with no objections from the sponsor, GF Securities Co., Ltd. [1].

Core Points - The company held its fifth board meeting on October 27, 2025, where multiple resolutions were passed, including the approval of the Q3 2025 report and the postponement of fundraising projects [1][2][3] Group 1: Board Meeting Overview - The board meeting was legally valid with all seven directors present, as notified via email on October 22, 2025 [2] - The meeting was chaired by Chairman Lin Junhua, ensuring compliance with legal requirements [2] Group 2: Q3 2025 Report Approval - The board approved the Q3 2025 report, which has been disclosed on the Shanghai Stock Exchange website for investors to review detailed financial data and operational conditions [3] - The resolution received unanimous support with 7 votes in favor and no opposition or abstentions [3] Group 3: Fundraising Project Postponement - The board agreed to extend the timeline for the "Annual Production of 35 Medical Equipment Combination Intelligent Devices Expansion Project" from November 2025 to November 2026, effectively delaying the project by one year [4] - This project is a core capacity expansion initiative focused on the medical equipment sector, and the decision was also unanimously approved with 7 votes in favor [4] - Detailed reasons and impacts of the project delay have been disclosed in a separate announcement available on the Shanghai Stock Exchange website [4]