炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 第3笔成交价格为74.64元，成交7.00万股，成交金额522.48万元，溢价率为-6.01%，买方营业部为机构 专用，卖方营业部为国联民生证券股份有限公司北京金宝街证券营业部。 第4笔成交价格为74.64元，成交7.00万股，成交金额522.48万元，溢价率为-6.01%，买方营业部为机构 专用，卖方营业部为国联民生证券股份有限公司北京金宝街证券营业部。 第1笔成交价格为74.64元，成交11.00万股，成交金额821.04万元，溢价率为-6.01%，买方营业部为机构 专用，卖方营业部为国联民生证券股份有限公司北京金宝街证券营业部。 进一步统计，近3个月内该股累计发生45笔大宗交易，合计成交金额为2.19亿元。该股近5个交易日累计 上涨2.02%，主力资金合计净流出4304.39万元。 第2笔成交价格为74.64元，成交9.00万股，成交金额671.76万元，溢价率为-6.01%，买方营业部为机构 专用，卖方营业部为国联民生证券股份有限公司北京金宝街证券营业部。 责任编辑：小浪快报 第5笔成交价格为74.64元，成交3.00万股，成交 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company has shown a rapid recovery in performance in Q2 2025, with significant growth in contact lens sales [4] - Revenue for the first half of 2025 reached 787 million yuan, representing a year-on-year increase of 14.72%, while net profit attributable to the parent company was 213 million yuan, up 2.53% year-on-year [4] - The company has adjusted its earnings forecasts for 2025-2026, now expecting net profits of 434 million yuan in 2025 and 477 million yuan in 2026, with a new forecast for 2027 at 530 million yuan [4] Financial Performance - In Q2 2025, the company achieved revenue of 430 million yuan, a year-on-year increase of 14.44%, and a net profit of 121 million yuan, up 14.85% year-on-year [4] - The gross margin for the first half of 2025 was 65.25%, down 4.43 percentage points, while the net margin was 26.30%, down 2.75 percentage points [4] - The company’s contact lens business saw revenue of 236 million yuan in the first half of 2025, a significant increase of 28.89% [5] Business Segments - The artificial crystalline lens segment generated revenue of 345 million yuan in the first half of 2025, growing by 8.23%, with high-end products like "All View" multifocal lenses seeing rapid growth [5] - The company’s research and development expenses totaled 83 million yuan in the first half of 2025, representing 10.60% of revenue, with several products making progress in the approval process [6] Valuation Metrics - The current stock price corresponds to a price-to-earnings (P/E) ratio of 36.2 for 2025, 32.9 for 2026, and 29.6 for 2027 [4] - The projected revenue for 2025 is 1.645 billion yuan, with a year-on-year growth rate of 16.7% [8] - The company’s return on equity (ROE) is expected to be 14.2% in 2025, slightly decreasing to 13.6% by 2027 [8]

Core Viewpoint - Aibo Medical's stock has experienced fluctuations, with a year-to-date decline of 12.36% and recent gains over the past few trading days, indicating potential volatility in the market [1][2]. Company Overview - Aibo Medical, established on April 21, 2010, and listed on July 29, 2020, specializes in the research, production, and sales of ophthalmic medical devices [2]. - The company's revenue composition includes: 43.86% from artificial lenses, 30.06% from contact lenses, 15.14% from orthokeratology lenses, 6.01% from other myopia control products, 2.37% from other surgical products, 1.62% from other vision care products, and 0.95% from other income [2]. Financial Performance - For the first half of 2025, Aibo Medical reported a revenue of 787 million yuan, representing a year-on-year growth of 14.72%, and a net profit attributable to shareholders of 213 million yuan, with a growth of 2.53% [2]. - The company has distributed a total of 241 million yuan in dividends since its A-share listing, with 173 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, Aibo Medical had 15,400 shareholders, an increase of 58.37% from the previous period, with an average of 12,301 circulating shares per shareholder, a decrease of 36.86% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Hua Bao Zhong Zheng Medical ETF, with notable changes in their holdings [3].

近5日机构合计调研525家公司，迈瑞医疗、天孚通信、爱博医疗等被多家机构扎堆调研。 证券时报·数据宝统计，近5个交易日（8月26日至9月1日）两市约525家公司被机构调研，调研机构类型 显示，证券公司共对510家公司进行调研，即97.14%的上市公司调研活动有证券公司参与；基金公司调 研437家，位列其后；阳光私募机构调研343家，排名第三。 机构调研榜单中，共有301家公司获20家以上机构扎堆调研。迈瑞医疗最受关注，参与调研的机构达到 398家；天孚通信被306家机构调研，榜单中排名第二；爱博医疗、银轮股份等分别被262家、251家机构 调研。 机构调研次数来看，弘景光电机构调研最为密集，共获机构4次调研。国航远洋、安利股份等机构调研 也较为密集，均被机构调研3次。 数据宝统计，20家以上机构扎堆调研股中，近5日资金净流入的有87只，兴森科技近5日净流入资金8.85 亿元，主力资金净流入最多；净流入资金较多的还有麦格米特、中微公司等，净流入资金分别为7.05亿 元、5.37亿元。 市场表现上，机构扎堆调研股中，近5日上涨的有132只，涨幅居前的有天孚通信、豪恩汽电、东田微 等，涨幅为71.75%、47.08 ...

爱博医疗9月1日大宗交易平台共发生8笔成交，合计成交量42.42万股，成交金额3102.60万元。成交价格 均为73.14元，相对今日收盘价折价9.85%。从参与大宗交易营业部来看，机构专用席位共出现在1笔成 交的买方或卖方营业部中，合计成交金额为204.79万元，净买入204.79万元。 北京望京证券营业部 司北京金宝街证券营业部 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 证券时报·数据宝统计显示，爱博医疗今日收盘价为81.13元，上涨4.27%，日换手率为3.77%，成交额为 5.71亿元，全天主力资金净流出52.49万元，近5日该股累计上涨2.83%，近5日资金合计净流出1693.48万 元。 两融数据显示，该股最新融资余额为5.47亿元，近5日减少41.36万元，降幅为0.08%。（数据宝） 9月1日爱博医疗大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 第5笔成交价格为73.14元，成交20.00万股，成交金额1,462.80万元，溢价率为-9.85%，买方营业部为中 信证券（山东）有限责任公司临沂上海路证券营业部，卖方营业部为国联民生证券股份有限公司北京金 宝街证券营业部。 第6笔成交价格为73.14元，成交2.77万股，成交金额202.60万元，溢价率为-9.85%，买方营业部为中信 建投证券股份有限公司北京望京证券营业部，卖方营业部为国联民生证券股份有限公司北京金宝街证券 营业部。 第7笔成交价格为73.14元，成交3.00万股，成交金额219.42万元，溢价率为-9.85%，买方营业部为申万 宏源证券有限公司上海静安区洛川东路证券营业部，卖方营业部为国联民生证券股份有限公司北京金宝 街证券营业部。 第8笔成交价格为73.14元，成交3.00万股，成交金额219.42万元，溢价率为-9.85%，买方营业部为兴业 证券股份有限公司上海分公司，卖方营业部为国联民生证券股份有限公司北京金宝街证券营业部。 进一步统计，近3个月内该股累计发生39笔大宗交易，合计成交金额为1.89亿元。该股 ...

9月1日，爱博医疗大宗交易成交42.42万股，成交额3102.6万元，占当日总成交额的5.16%，成交价73.14 元，较市场收盘价81.13元折价9.85%。 | 交易日期 | 证券调核 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 如出露出版 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-01 | 爱博医疗 | 688050 | 73.14 | 1462.8 | 20 | 中信证券(山东) | 国联民生证券股份 | 播 | | | | | | | | 有限责任公司临沂 | 有限公司北京金宝 | | | | | | | | | 上海路证券营业部 | 街道秀营业部 | | | 2025-09-01 | 爱博医疗 | 688050 | 73.14 | 292.56 | 4 | 中国报河证券股份 | 国联民生证券股份 | KA | | | | | | | | 有限公司商昌打谷 | 有限公司北京金堂 | | | | | | | | | 地所区证券营业部 | 街道秀营 ...

Group 1 - The ophthalmology medical concept stocks experienced a surge during trading, with Sharplife reaching a limit up [1] - Xingqi Eye Medicine rose over 10% in the afternoon session [1] - Lifang Pharmaceutical previously hit the limit up, indicating strong market interest [1] Group 2 - Other companies such as Baicheng Pharmaceutical, Aibo Medical, Guangzheng Eye Care, and He Shi Eye Care also saw increases in their stock prices [1]

Summary of Key Points Core Viewpoint - In the past five trading days, a total of 486 companies were investigated by institutions, with notable interest in companies like Mindray Medical, Tianfu Communication, and Aibo Medical, indicating a trend of institutional focus on specific stocks [1]. Institutional Research Activity - 96.50% of the companies investigated had participation from securities firms, with 469 companies being researched by them. Fund companies followed with 411 companies, and private equity firms investigated 328 companies [1]. - Among the companies, 279 received attention from more than 20 institutions, with Mindray Medical being the most researched at 398 institutions, followed by Tianfu Communication at 306 institutions, and Aibo Medical at 262 institutions [1]. Fund Flow and Stock Performance - Out of the stocks with over 20 institutions researching them, 73 saw net capital inflows in the past five days. Xingsen Technology had the highest net inflow of 776 million yuan, followed by Tianfu Communication and Xinwangda with inflows of 607 million yuan and 367 million yuan, respectively [1]. - In terms of stock performance, 120 stocks among those investigated saw price increases, with Tianfu Communication leading with a rise of 61.54%, followed by Haoen Automotive and Dongtian Micro with increases of 58.28% and 46.92% respectively [2]. Earnings Forecasts - Only two companies among those investigated released earnings forecasts for the first three quarters, both indicating profit increases. Zhongtai Co. is expected to have a net profit of 340 million yuan, representing a year-on-year increase of 79.28% [2].

Group 1: Company Highlights - Mindray Medical launched the world's first clinically implemented critical care AI model and established an animal healthcare subsidiary [1] - Jieshun Technology's cloud-managed SaaS service increased to 16,600 lanes, with software and cloud service revenue reaching 125 million yuan, a year-on-year growth of 26.11% [1] - State Grid Information Technology reported a revenue of 3.525 billion yuan, a decrease of 4.55% year-on-year, while its virtual power plant business is being applied in multiple cities [2] - Inke Recycling focuses on high-value applications of recycled plastics, with significant growth in non-European markets and a projected dividend of 1.00 yuan per 10 shares [3] - ZaiJing Pharmaceutical achieved a revenue of 376 million yuan, a 56% increase, driven by sales growth of its drugs [4] - Tianzhihang reported a revenue of approximately 125 million yuan, a year-on-year increase of 114.89%, with significant growth in orthopedic surgical robot sales [5] - Aibo Medical's revenue reached 787 million yuan, a 14.72% increase, with a gross margin of 65.25% [6] - Mankalon's strategy focuses on expanding its presence in core urban areas and enhancing profitability of franchise stores [7] - Oulu Tong's revenue reached 2.12 billion yuan, a 32.59% increase, with data center power business revenue growing by 94.30% [8] - Sun Paper's special paper project is operational, with plans for further production capacity expansion [9] - Taili Technology is enhancing its market penetration and focusing on customized material solutions for various industries [10] Group 2: Financial Performance - Jieshun Technology's parking asset operation revenue grew by 49.86%, with new orders totaling 677 million yuan [1] - State Grid Information Technology's net profit decreased by 11.01% due to increased corporate income tax [2] - Inke Recycling's non-U.S. market revenue grew by 31.15% year-on-year [3] - ZaiJing Pharmaceutical's new drug approvals are expected to boost future sales [4] - Tianzhihang's orthopedic robot surgeries exceeded 22,000 cases, indicating strong market demand [5] - Aibo Medical's second-quarter revenue was 430 million yuan, a 14.44% increase year-on-year [6] - Oulu Tong's R&D expenses increased by 28.26%, reflecting investment in innovation [8] - Sun Paper's projects are expected to enhance its competitive position in the market [9]