一 | 8月26日，多家上市公司发布投资者关系活动记录表公告，披露各自与机构之间的业务交流内容，其中透露出公司业务布局的诸多进展与亮点。
二 | CARACAS, Venezuela -- Frightened by unprecedented violence on the streets and within prisons, Ecuadorians have a universal demand for the president they will choose Sunday — safety.The runoff election in the South American country pits an heir to a banana empire, Daniel Noboa, and an attorney, Luisa González. Both have limited governing experience and will undoubtedly have their work cut out.The election comes as more Ecuadorians become victims of drug-related violence that erupted roughly three years ago and intensified in August, when a presidential candidate was assassinated in broad daylight. People continuously watch their backs and limit how often they leave home. The uneasiness even pushed Noboa to add a bulletproof vest to his daily outfit.Whoever wins with a simple majority of votes will govern for only 15 months, until May 2025, which is what remains of the presidency of Guillermo Lasso. He cut his term short when he dissolved the country’s National Assembly in May as lawmakers carried out impeachment proceedings against him over alleged improprieties in a contract by a state-owned company.Lasso, a conservative former banker, clashed constantly with lawmakers after his election in 2021 and decided not to run in the special election. Under Lasso's watch, violent deaths soared, reaching 4,600 in 2022, the country’s highest in history and double the total in 2021. The National Police tallied 3,568 violent deaths in the first half of 2023.“Security affects us all, and whether poor or rich, no one is safe from criminals anymore,” housewife Ximena Flores said ahead of the runoff election. “Do you think that a new president will be able to do something in such a short time? I think not. It will be a new disappointment for everyone.”The spike in violence is tied to cocaine trafficking. Mexican, Colombian and Balkan cartels have set roots in Ecuador and operate with assistance from local criminal gangs.Voting is mandatory in Ecuador for people ages 18 through 64. Those who don’t comply face a fine of about $45. Polls were to close in late afternoon, and results were expected Sunday evening.Noboa and González, both of whom have served short stints as lawmakers, advanced to the runoff by finishing ahead of six other candidates in the election’s first round Aug. 22.Noboa, 35, is an heir to a fortune built on Ecuador’s main crop, bananas. His political career began in 2021, when he won a seat in the National Assembly and chaired its Economic Development Commission. He opened an event organizing company when he was 18 and then joined his father’s Noboa Corp., where he held management positions in the shipping, logistics and commercial areas.González, 45, held various government jobs during the decade-long presidency of Rafael Correa, her mentor, and was a lawmaker until May. She was unknown to most voters until Correa’s party picked her as its presidential candidate. At the start of the campaign, she said Correa would be her adviser, but she has recently tried to distance herself a bit in an effort to court voters who oppose the former president.___Associated Press writer Gonzalo Solano in Quito, Ecuador, contributed to this report.。 双林股份：人形机器人丝杠已获客户定点 K7无人矿卡9月底完成验证 双林股份近日接受中金公司、天风电新、方正机械等数十家机构调研。
三 | 在交流中，双林股份表示，人形机器人方面，公司依托精密传动工艺打通从磨削设备自研到丝杠、关节模组全链条。宁海梅桥工厂一期10万套反向式行星滚柱丝杠产线已具备量产条件，目前公司已获国内头部新势力车企定点，开发并生产用于人形机器人的直线驱动关节模组及反向行星滚柱丝杠，并向多家人形机器人及灵巧手企业送样验证。 据悉，双林股份通过收购科之鑫实现螺纹磨床自研自制，摆脱海外设备依赖，6月新厂房投产后二代机床月产能超40台，是国内少数实现磨床自研、丝杠自主制造全链条打通的企业。 公司还介绍，与清华大学合资公司稳步运行，248吨级K7无人矿卡已完成工程样车制造，预计9月底前完成全部测试验证；无人重载IGV产品计划Q4上市发布，角模块同步向乘用车、商用车拓展。 双林股份称，公司明后年的成长驱动力主要来自两大维度：传统业务HDM、车用丝杠、800V电驱等定点预计明年起上量；人形机器人丝杠、关节模组及矿卡随产业化推进有望成第二增长曲线。
资料显示，双林股份是国内汽车精密零部件企业，正依托传动工艺优势布局人形机器人及智能矿山。 财报显示，公司上半年实现营业收入21.26亿元，归母净利润9147.82万元，扣非净利润7812.39万元，毛利率为20.78%。利润承压主要因汽车价格竞争及创新业务研发加码。 二级市场方面，双林股份今日收涨0.47%。 爱迪特：公司正积极筹备参与第二轮种植体集采 爱迪特近日举行业绩说明会，与中金公司、高盛亚洲等机构互动交流。 爱迪特表示，公司依托自身材料板块的竞争优势，布局研发具备全球竞争力的3D打印材料及设备，后续将进一步强化材料与设备的业务协同，助力相关业务发展。 财报显示，公司上半年境外收入4.3亿元，同比增长31.41%，其中，口腔修复材料收入4.07亿元，同比增长13.57%，毛利率60.43%，同比提升2.23个百分点，主要得益于国产替代效应释放及产线自动化升级。
四 | 口腔数字化设备收入1.36亿元增41.81%。汇兑损失约2093万元，剔除退税和汇兑后，主业盈利优于报表水平。 海外市场方面，公司将分区域实施差异化策略，欧美成熟市场加大重点大客户覆盖提升客单价，南美、中东、非洲等新兴市场深化本土化布局。
五 | 同时，公司将稳步推动3D Pro Zir Ultra对3D Pro Zir的替代，依托国产材料替代优势改善盈利水平，持续提高海外市场高端产品销售占比。 公司还介绍，上半年种植体业务实现一定增长，海外增长突出，中东、东南亚增速较快；国内方面，正筹备第二轮种植体集采。公司将重点布局数字化种植赛道，种植机器人将作为数字化种植整体解决方案的重要配套同步推进。
资料显示，爱迪特是行业领先的口腔修复材料及口腔数字化设备提供商，并通过海外多家子公司本土运营，在欧美市场获得较高的市占率和品牌知名度。 二级市场方面，爱迪特作为口腔医疗+国产替代标的，股价随消费医疗板块整体表现运行，公司今日收涨9.35%，近5个交易日涨10.35%。
（文章来源：东方财富研究中心）。
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