爱博医疗（688050.SH）1月12日在投资者互动平台表示，尊敬的投资者，您好！公司现有产品未涉及 脑机接口领域。公司中长期发展目标聚焦于眼科全系列医疗产品的开发和应用，未来将依据战略及产品 管线统筹规划。感谢您对爱博医疗的关注！ （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司在脑机接口方面有何技术储备和长期布局规 划？ ...

（编辑 任世碧） 证券日报网讯 1月12日，爱博医疗在互动平台回答投资者提问时表示，目前，公司境外业务正在有序推 进。未来，公司将持续加大全球市场的开拓力度，进一步提升相关产品的国际市场份额，推动国际化战 略落地。 ...

证券日报网讯 1月12日，爱博医疗在互动平台回答投资者提问时表示，公司正通过多元化举措加快海外 市场的布局，有关海外业务的具体进展情况，敬请关注公司的定期报告。 （文章来源：证券日报） ...

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。 ...

Core Viewpoint - The company is exploring the integration of AI technology with its core business, particularly in the fields of myopia prevention and vision care, despite its artificial lens products not currently involving AI applications [1] Group 1: AI Integration - The company has implemented the Puno Tong AI digital fitting system in the myopia prevention sector [1] - In the vision care sector, the company collaborates with partners to integrate embodied intelligent robot technology into health retail scenarios, creating a 24-hour smart store for contact lenses [1] - These applications provide technological support for the company's product production and services [1] Group 2: Ongoing Exploration - The company continues to monitor cutting-edge developments in the integration of AI and medical devices [1] - It aims to explore directions for intelligent upgrades based on its actual situation [1]

Core Viewpoint - The company aims to break the dominance of imported products in the high-end domestic contact lens market by leveraging its core technological capabilities in ophthalmic optics, materials, and precision manufacturing [2] Company Summary - The company has developed products that meet international standards, utilizing its comprehensive R&D capabilities and large-scale production capacity [2] - It has achieved full control over the technology across all stages, from core materials and key molds to automated production equipment [2] - The company is actively enhancing its brand and channel systems to strengthen its market position [2] Industry Summary - The industry has experienced significant changes in supply and demand dynamics, leading to increased market competition since last year [2] - Despite current business progress falling short of expectations, the domestic market still holds growth potential [2] - The company is focused on continuously optimizing processes, iterating products, improving channels, and strengthening brand management to enhance overall competitiveness [2]

Core Viewpoint - The company is in the cultivation phase of its contact lens business, leveraging its leading position in ophthalmic surgery and myopia prevention to accelerate domestic substitution in response to national consumption promotion policies [1] Group 1: Business Performance - The contact lens business accounted for 30.06% of the company's total revenue as of the 2025 semi-annual report, showing significant revenue growth [1] - The company is facing short-term pricing pressure due to intensified market competition, which is impacting product pricing [1] Group 2: Strategic Initiatives - The company is advancing its own brand development and launching differentiated products to enhance value [1] - Future strategies include cost reduction and efficiency improvement, along with strengthening channels and brand building to gradually drive performance contributions from the contact lens business [1]

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]

Group 1 - The A-share pharmaceutical sector has seen active refinancing activities in 2023, with eight companies completing private placements, raising over 8.5 billion yuan in total [1][3] - Among these, Baili Tianheng led with a fundraising amount of 3.731 billion yuan, followed by Dize Pharmaceutical with 1.773 billion yuan, and Lukang Pharmaceutical with 1.187 billion yuan [3] - The fundraising purposes vary significantly among the companies, with Baili Tianheng and Dize Pharmaceutical focusing on innovative drug research and development [5][6] Group 2 - Baili Tianheng plans to use all raised funds for innovative drug R&D, specifically for platforms related to ADC drugs, multi-specific antibodies, and nuclear medicine [5] - Dize Pharmaceutical's projects include new drug development and international standard innovative drug industrialization, marking it as the first unprofitable company to complete refinancing under the "Science and Technology Innovation Board" framework [5] - Other companies like Aibo Medical and Sanyou Medical have different focuses, with Aibo primarily investing in production line construction and Lukang in high-end formulation manufacturing [5][6] Group 3 - Only two of the eight companies reported net profit growth in the first three quarters, with Sanyou Medical showing a significant increase in both revenue and net profit [7] - Baili Tianheng experienced the largest decline in performance, with a revenue drop of 63.52% and a net loss of 4.95 billion yuan, attributed to decreased sales and increased R&D expenses [7][8] - In contrast, Baili Tianheng reported a substantial revenue increase in Q3, driven by successful collaborations and milestone payments [8] Group 4 - Baili Tianheng has also announced plans to issue debt financing tools with a scale of up to 10 billion yuan for various purposes, including R&D and debt repayment [4] - Dize Pharmaceutical is planning to issue H-shares and list on the Hong Kong Stock Exchange [4] - The competitive landscape in the pharmaceutical industry is intensifying, necessitating continuous investment for companies to maintain technological leadership and market position [8]

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） ...