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每周股票复盘:迈得医疗(688310)合同负债增83.28%在手订单回暖
Sou Hu Cai Jing· 2025-09-13 21:31
Core Viewpoint - The company is focusing on integrating its contact lens business with CDMO and proprietary brand sales, aiming to develop a multi-brand matrix to capture customer segments. Group 1: Financial Performance - As of June 30, 2025, the company's contract liabilities amounted to 181.57 million yuan, an increase of 83.28% compared to the end of the previous year, indicating a growth in orders that supports the recovery of the main business [2][3]. - The current market capitalization of the company is 3.26 billion yuan, ranking 68th out of 78 in the automation equipment sector and 4346th out of 5153 in the A-share market [1]. Group 2: Product Development - The company is applying for registration of daily disposable soft contact lenses, while the silicone hydrogel products are still in the research and sample preparation stage [2][3]. - The company plans to start with the hydrogel series for its contact lens products and will subsequently develop silicone hydrogel series and functional soft lenses [1]. Group 3: Market Dynamics - The safety infusion equipment segment is currently under pressure due to reduced investment willingness from downstream customers and intensified domestic competition [1][3]. - The blood purification equipment segment is maintaining a growth trend, benefiting from the ongoing domestic replacement of blood dialysis devices [1][3]. - New product categories, including pre-filled series devices and insulin injection pen series devices, are showing positive trends due to the development of biopharmaceuticals, medical aesthetics, and weight-loss drug markets [1].