| 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 7.85% | | | | 权益变动后合计比例 | 6.96% | | | | 本次变动是否违反已作出的承 | 是□ | 否 | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否 | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 证券代码：688050 证券简称：爱博医疗 公告编号：2025-046 爱博诺德（北京）医疗科技股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 股东白莹及其一致行动人毛立平保证向本公司提供的信息真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 三、 其他说明 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | 其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | ...

20只科创板股大宗交易平台今日发生交易，合计成交4.43亿元。 证券时报·数据宝统计显示，8月6日共有20只科创板股发生大宗交易，合计成交36笔，累计成交量 1377.84万股，成交额合计4.43亿元。 统计显示，成交金额最多的是益方生物，共有4笔大宗交易，合计成交量为200.00万股，成交金额合计 8000.01万元；其次是爱博医疗、国科军工，今日大宗交易金额分别为7662.27万元、5480.15万元。 折溢价情况来看，今日出现大宗交易的科创板股中，均为折价成交，大宗交易成交价格相对收盘价折价 率居前的有微芯生物、国科军工、恒烁股份等，折价率分别为15.77%、14.46%、12.00%。 从参与大宗交易的营业部看，买方或卖方营业部为机构的成交共有12笔，涉及8只股，机构买入金额居 前的为益方生物、达梦数据、精进电动等，买入金额分别为8000.01万元、3402.06万元、2944.30万元。 资金流向方面，今日发生大宗交易的科创板股中，有11股获主力资金净流入，净流入资金居前的有国科 军工、华锐精密、九联科技等，净流入资金为7638.92万元、2801.53万元、1673.51万元，净流出资金居 前的有 ...

| 交易日期 | 证券調核 | 证券代码 | | | 服交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 是出信受部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-06 | 爱博医疗 | 688050 | 71.61 | 3580.5 | 50 | 华泰证券股份有限 | 国联民生证券股份 | | | | | | | | | 公司深圳益田路荣 | 有限公司北京金宝 | | | | | | | | | 超酷到中心证券售 | 布证券智业部 | | | | | | | | | 业部 | | | | 2025-08-06 | 爱博医疗 | 688050 | 71.61 | 1432.2 | 20 | 中信证券(山东) | 国联展生证券股份 | 160 | | | | | | | | 有限责任公司临沂 | 有限公司北京金宝 | | | | | | | | | 上海路证券管业部 | 在证券管业部 | | | 2025-08-06 | 爱博医疗 | STORES OF COLLECTION 688050 | ...

天眼查商业履历信息显示，爱博诺德(北京)医疗科技股份有限公司，成立于2010年，位于北京市，是一 家以从事医药制造业为主的企业。企业注册资本18954.4528万人民币，实缴资本18954.4528万人民币。 公司法定代表人为解江冰。 通过天眼查大数据分析，爱博诺德(北京)医疗科技股份有限公司共对外投资了20家企业，参与招投标项 目222次，知识产权方面有商标信息717条，专利信息165条，此外企业还拥有行政许可93个。 来源：金融界 金融界消息 截至2025年8月5日收盘，爱博医疗（688050）报收于76.83元，下跌0.66%，换手率1.5%， 成交量2.85万手，成交金额2.19亿元。 资金流向方面，今日主力资金净流出1375.80万元，占比成交额6.29%。其中，超大单净流出613.05万 元、占成交额2.8%，大单净流出762.76万元、占成交额3.49%，中单净流出流入654.73万元、占成交额 2.99%，小单净流入721.07万元、占成交额3.3%。 爱博医疗最新一期业绩显示，截至2025一季报，公司营业总收入3.57亿元、同比增长15.07%，归属净利 润9255.81万元，同比减少10. ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5][4]. Core Insights - The pharmaceutical sector has shown stronger performance compared to the overall market, with a 2.95% increase in the biopharmaceutical sector while the total A-share market declined by 1.01% [28][4]. - The report highlights significant advancements in Alzheimer's disease treatments presented at the 2025 AAIC conference, with multiple drugs updating their clinical research data [11][5]. - Roche's Trontinemab, a new generation Aβ antibody, demonstrated a 91% clearance rate of Aβ plaques in high-dose groups during Phase 1b/2a trials, indicating promising safety and efficacy [2][12]. Market Performance - The overall A-share market decreased by 1.01%, while the biopharmaceutical sector increased by 2.95%, with chemical pharmaceuticals leading with a 5.01% rise [28][4]. - The current price-to-earnings (P/E) ratio for the pharmaceutical sector is 39.10x, which is at the 80.69th percentile of its historical valuation over the past five years [33][4]. Key Companies and Investment Ratings - Mindray Medical (300760.SZ): Outperform, market cap 275.5 billion, projected net profit for 2024A is 11.67 billion [4]. - WuXi AppTec (603259.SH): Outperform, market cap 267 billion, projected net profit for 2024A is 9.35 billion [4]. - New Industries (300832.SZ): Outperform, market cap 42.6 billion, projected net profit for 2024A is 1.83 billion [4]. - Huatai Medical (688617.SH): Outperform, market cap 39.4 billion, projected net profit for 2024A is 670 million [4]. - Aier Eye Hospital (not listed): Outperform, focusing on rapid expansion in the ophthalmology service sector [37]. Clinical Research Developments - Trontinemab's Phase 1b/2a study showed significant reductions in Aβ plaque levels, with the 3.6 mg/kg dose group achieving a mean reduction from 119 CL to 21 CL after 12 weeks [14][12]. - The report emphasizes the strategic focus of overseas pharmaceutical companies on CNS (central nervous system) drug development, particularly in Alzheimer's treatments [2][25]. Recommendations - The report suggests monitoring the domestic and international AD detection and treatment drug-related industry chain, highlighting the potential for growth in this area [2][25].

两融数据显示，该股最新融资余额为5.67亿元，近5日增加2872.68万元，增幅为5.34%。（数据宝） 8月4日爱博医疗大宗交易一览 爱博医疗8月4日大宗交易平台出现一笔成交，成交量13.14万股，成交金额1192.98万元，大宗交易成交 价为90.80元，相对今日收盘价溢价17.40%。该笔交易的买方营业部为中信证券华南股份有限公司东莞 分公司，卖方营业部为中信证券华南股份有限公司东莞分公司。 进一步统计，近3个月内该股累计发生14笔大宗交易，合计成交金额为5359.62万元。 证券时报·数据宝统计显示，爱博医疗今日收盘价为77.34元，上涨2.14%，日换手率为2.48%，成交额为 3.57亿元，全天主力资金净流出1897.78万元，近5日该股累计上涨0.76%，近5日资金合计净流出1359.94 万元。 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 13.14 | 1192.98 | 90.80 | 17. ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5][4]. Core Insights - The pharmaceutical sector has shown stronger performance compared to the overall market, with a 2.95% increase in the biopharmaceutical sector while the total A-share market declined by 1.01% [28]. - The report highlights significant advancements in Alzheimer's disease treatments presented at the 2025 AAIC conference, with multiple drugs updating their clinical research data [11][25]. - Roche's Trontinemab, a new generation Aβ antibody, demonstrated a 91% clearance rate of Aβ plaques in high-dose groups during Phase 1b/2a trials, indicating promising efficacy and safety [2][12]. Market Performance - The overall A-share market decreased by 1.01%, while the biopharmaceutical sector increased by 2.95%, with chemical pharmaceuticals leading with a 5.01% rise [28]. - The current price-to-earnings (P/E) ratio for the pharmaceutical sector is 39.10x, which is at the 80.69th percentile of its historical valuation over the past five years [28][33]. Key Companies and Investment Ratings - Mindray Medical (300760.SZ): Outperform, market cap 275.5 billion, projected net profit for 2024A is 11.67 billion [4]. - WuXi AppTec (603259.SH): Outperform, market cap 267 billion, projected net profit for 2024A is 9.35 billion [4]. - New Industries (300832.SZ): Outperform, market cap 42.6 billion, projected net profit for 2024A is 1.83 billion [4]. - Huatai Medical (688617.SH): Outperform, market cap 39.4 billion, projected net profit for 2024A is 670 million [4]. - Aier Eye Hospital (not listed in the table): Outperform, focusing on rapid expansion in the ophthalmology service sector [37]. Recommended Stocks - Mindray Medical: Strong R&D and sales capabilities, benefiting from domestic medical infrastructure and product upgrades [37]. - WuXi AppTec: Comprehensive service capabilities in new drug R&D, poised to benefit from the global outsourcing market [37]. - Aier Eye Hospital: Leading position in the domestic ophthalmology service sector, with a rapid expansion strategy [37].

Summary of Key Points Core Viewpoint - On August 4, Aibo Medical executed a block trade of 131,400 shares, amounting to 11.9298 million yuan, which represented 3.24% of the total trading volume for the day. The transaction price was 90.8 yuan, reflecting a premium of 17.4% over the market closing price of 77.34 yuan [1]. Group 1 - Aibo Medical's block trade involved a total of 131,400 shares [2]. - The total transaction value for the block trade was 11.9298 million yuan [2]. - The transaction price of 90.8 yuan was 17.4% higher than the market closing price of 77.34 yuan [1].

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5][4]. Core Insights - The pharmaceutical sector has shown stronger performance compared to the overall market, with a 2.95% increase in the biopharmaceutical sector while the total A-share market declined by 1.01% [28]. - The report highlights significant advancements in Alzheimer's disease treatments presented at the 2025 AAIC conference, including promising data from various clinical trials [11][25]. - The current price-to-earnings (P/E) ratio for the pharmaceutical sector is 39.10x, which is at the 80.69th percentile of its historical valuation over the past five years [33]. Summary by Sections Market Performance - The overall A-share market decreased by 1.01%, with the Shanghai Composite Index down 1.75% and the ChiNext Index down 0.74%. In contrast, the biopharmaceutical sector increased by 2.95% [28]. - Within the biopharmaceutical sector, chemical pharmaceuticals rose by 5.01%, while medical devices saw a slight decline of 0.07% [28]. Clinical Research Updates - Roche's Trontinemab, a new generation Aβ antibody, demonstrated a 91% clearance rate of Aβ plaques in high-dose groups during Phase 1b/2a trials, with a low incidence of ARIA-E side effects [2][17]. - The report emphasizes the strategic focus of international pharmaceutical companies on Alzheimer's treatments, with FDA approvals for Biogen/Easai's Lecanemab and Lilly's Donanemab [25]. Company Earnings Forecasts - Major companies in the sector, such as Mindray Medical and WuXi AppTec, are projected to maintain strong earnings growth, with P/E ratios expected to decrease over the next few years [4]. - Mindray Medical is highlighted for its robust international expansion and product upgrades, while WuXi AppTec is noted for its comprehensive drug development services [37][38]. Recommended Stocks - The report recommends several companies, including Mindray Medical, WuXi AppTec, and Aier Eye Hospital, citing their strong market positions and growth potential in the pharmaceutical and medical services sectors [37][38].

Company Overview - Aibo Medical closed at 75.72 yuan on August 1, with a decline of 1.82%, resulting in a rolling PE ratio of 38.74 times and a total market capitalization of 14.644 billion yuan [1] - The company ranks 80th in the medical device industry, which has an average PE ratio of 53.65 times and a median of 37.22 times [1] Shareholder Information - As of March 31, 2025, Aibo Medical had 9,729 shareholders, a decrease of 94 from the previous count, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Business Operations - Aibo Medical focuses on the independent research, production, sales, and related services of ophthalmic medical devices, with key products including artificial lenses, surgical products, orthokeratology lenses, myopia control products, contact lenses, and other vision care products [1] Financial Performance - In the latest quarterly report for Q1 2025, Aibo Medical reported revenue of 357 million yuan, a year-on-year increase of 15.07%, while net profit was 92.5581 million yuan, reflecting a year-on-year decrease of 10.05%, with a gross profit margin of 64.60% [1]