证券日报网讯1月7日，爱博医疗在互动平台回答投资者提问时表示，公司通过产业基金对外投资，主要 围绕产业链布局，服务于公司长期发展战略。公司将多措并举提升价值，切实回报股东。 ...

证券日报网讯1月5日，爱博医疗在互动平台回答投资者提问时表示，公司人工晶状体产品暂未涉及AI 相关应用，但已推动AI应用技术与主营业务进行协同探索：在近视防控领域，落地应用普诺瞳AI数字 验配系统；在视力保健领域，和合作伙伴一起将具身智能机器人技术与健康零售场景深度结合，打造隐 形眼镜24小时智慧门店。相关应用为公司产品生产与服务提供技术支撑。公司持续关注AI与医疗器械 融合的前沿动态，结合自身实际情况，探索智能化升级方向。 ...

证券日报网讯 1月5日，爱博医疗在互动平台回答投资者提问时表示，公司隐形眼镜业务继承和延续公 司在眼科光学、材料、精密加工制造等领域的核心技术能力，开发对标国际前沿水平的产品，打破国内 隐形眼镜高端市场被进口产品占据的局面。通过全链条自主研发能力和规模化产能，公司已实现从核心 材料、关键模具到自动化生产设备的全环节技术掌控，同时稳步推进自有品牌建设与渠道体系完善。自 去年起，行业供需格局发生显著变化，市场竞争加剧。尽管当前业务进展与预期目标存在一定差距，但 国内市场仍具备增长潜力。公司正通过持续优化工艺、迭代产品、完善渠道、强化品牌管理，不断提升 综合竞争力。 （文章来源：证券日报） ...

证券日报网讯1月5日，爱博医疗在互动平台回答投资者提问时表示，公司隐形眼镜业务尚处于培育期。 依托公司在眼科手术及近视防控领域的领先地位，公司正以成熟商业化能力转化研发成果，抢抓国家促 消费政策红利，加速该领域国产替代。据2025年半年报，该业务收入占公司总营收30.06%，收入增速 显著。但受市场价格竞争加剧影响，产品短期定价承压，因此公司正推进自有品牌建设、推出差异化产 品以提升价值。未来，公司将通过降本增效、强化渠道与品牌建设，逐步推动该业务实现业绩贡献。 ...

Group 1 - The core viewpoint of the articles highlights the significant interest from brokerages in A-share listed companies, with over 2800 companies receiving brokerage research in 2025, indicating that more than half of the market's listed companies have been under brokerage attention [1][2] - The mechanical equipment, electronics, and pharmaceutical biotechnology sectors are identified as the most favored by brokerages, with over 290 companies in each sector receiving research attention [1][2] - The mechanical equipment sector is particularly noted for investment opportunities in the humanoid robot industry chain, while the electronics sector is advised to focus on new technologies and demands driven by the AI innovation cycle [3][4] Group 2 - Crystal Optoelectronics, a company in the electronics sector, has been the most favored by brokerages, receiving 175 research visits, and is part of a sector that has seen a significant price increase of nearly 42% in 2025 [1][2] - The electronics sector has over 320 companies receiving brokerage research, with notable companies like Huaqin Technology and Luxshare Precision receiving more than 140 research visits each [2] - The pharmaceutical biotechnology sector has 296 companies under brokerage research, with a cumulative increase of only 12.44% in 2025, indicating a relative underperformance compared to other sectors [3][4] Group 3 - Investment opportunities in the humanoid robot sector are expected to grow, with a focus on companies entering the Tesla supply chain and those involved in core supply chain and standardization [3] - The electronics sector is anticipated to benefit from the AI-driven demand for high-performance storage and semiconductor testing equipment, suggesting a favorable outlook for related companies [4] - The pharmaceutical sector is expected to continue focusing on innovative drug companies, supported by favorable policies and increasing international market presence, which will attract more investor attention [4]

Wind数据显示，今年以来，已有8只医药股完成定增，其中3股募资额超10亿元。 今年A股医药板块的再融资活动较为活跃。Wind数据显示，截至12月29日，年内已有百利天恒、迪哲医 药、爱博医疗、三友医疗等8只医药股完成定增，合计募集资金超85亿元。其中，百利天恒以37.31亿元 募资额领跑。同时，8家公司的定增目的不尽相同，其中百利天恒和迪哲医药决定将募集资金投向创新 药研发，千金药业和三友医疗的定增方案则涉及并购。此外，上述8股前三季度业绩出现分化，仅2股前 三季度净利增长。 3股募资额超10亿元 从实际募资金额看，百利天恒以37.31亿元的募资额位居首位，迪哲医药以17.73亿元紧随其后，鲁抗医 药募资额同样超10亿元，为11.87亿元。其余公司募资规模则相对较小，爱博医疗、三友医疗等3股实际 募资额不足5亿元。 从完成时间看，定增落地主要集中在今年上半年。其中，三友医疗、华海药业于3月率先完成，迪哲医 药和爱博医疗分别在4月和5月完成募资，而百利天恒的高额定增则在9月落地。鲁抗医药系最新完成定 增的医药股，于12月23日披露发行情况报告书。 值得一提的是，12月28日晚间，百利天恒披露公告称，公司拟申请 ...

证券日报网讯 12月25日，爱博医疗在互动平台回答投资者提问时表示，公司一贯重视股东回报，管理 层将积极发挥核心优势，结合公司现金流、发展阶段、未来战略安排，综合评估市值管理相关工作。 （文章来源：证券日报） ...

（编辑 王雪儿） 证券日报网讯 12月25日，爱博医疗在互动平台回答投资者提问时表示，股东白莹女士为公司天使投资 人，不参与日常经营管理，其减持行为系个人资金需求，不会影响公司核心竞争力。截至目前，白莹女 士及其一致行动人合计持股5.85%。根据相关法规，大股东通过集中竞价、大宗交易减持股份，在期限 和比例上均有明确限制。公司将严格按照监管要求，及时履行信息披露义务。 ...

（编辑 丛可心 袁冠琳） 证券日报网讯 12月25日，爱博医疗在互动平台回答投资者提问时表示，公司股价主要受行业集采政 策、医保支出结构调整、消费市场竞争加剧及市场情绪等多重因素影响。公司管理层始终高度重视股价 表现及股东回报，未来将继续以股东利益为出发点，不断增强核心竞争力与可持续发展能力，通过多元 举措提升公司价值，切实回报股东。 ...

Investment Rating - The investment rating for the company is "Buy" [7] Core Views - The company is a leading domestic manufacturer of artificial lenses and a technology-driven ophthalmic materials and optical platform company. Although the performance in Q3 2025 is under pressure due to the impact of medical insurance cost control, the recovery of the OK lens business and the steady progress of new product pipelines are expected to support long-term growth [1][2]. Summary by Sections Financial Performance - In Q3 2025, the company achieved revenue of 358 million yuan, a year-on-year decrease of 8.17%, and a net profit attributable to shareholders of 77 million yuan, down 29.85% year-on-year. The decline in cataract surgery volume, influenced by national procurement and adjustments in medical insurance expenditure structures, has significantly pressured the company's performance [2]. Product Lines and Market Strategy - The OK lens business has shown double-digit year-on-year growth in Q3 2025, supported by strengthened sales channel construction and academic promotion. The new generation of OK lenses is expected to be launched in 2026, with industry-leading oxygen permeability [3]. - The high-end product pipeline is clear, with a continuous increase in the proportion of high-end products in the artificial lens sector. The company is also expanding its overseas market presence, leveraging product quality and performance to enhance growth quality and sustainability [4]. Profit Forecast and Valuation - Due to lower-than-expected volume growth in artificial lenses and declining factory prices for contact lenses, the revenue and profit forecasts for 2025-2027 have been adjusted. Expected revenues are 1.537 billion yuan in 2025, 1.894 billion yuan in 2026, and 2.275 billion yuan in 2027, with corresponding net profits of 396 million yuan, 492 million yuan, and 595 million yuan respectively. The company maintains a PE ratio of approximately 24 times for 2026, indicating potential growth driven by new products [5].