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]

Company Highlights - Mindray Medical has launched the world's first clinically implemented large model for critical care, named Qiyuan Critical Care Model [1] - The company has established a subsidiary focused on animal healthcare [1] - In the field of medical imaging, Mindray's "Ruiying Cloud++" has partnered with DeepSeek to officially release the "Ruiying·AI+" solution [1] Industry Insights - New Industries has faced revenue pressure due to the downward trend in domestic reagent prices influenced by the Anhui procurement policy and VAT adjustments, although total testing volume continues to grow [1] - The company expects a dual recovery in "volume" and "price" by Q3 2025, which will help domestic business recover from the low point in Q2 [1] - Overseas business remains stable, with reagent sales growing over 35% year-on-year, supported by previous large equipment deployments [1] - Instrument growth has slowed due to logistics issues and a strategic focus on breaking into the mid-to-large instrument market [1] - The market share for immunodiagnostics in emerging markets remains low, indicating significant growth potential overseas through brand enhancement and product synergy [1] Financial Performance - Aibo Medical reported a main revenue of 787 million yuan for the first half of 2025, a year-on-year increase of 14.72% [2] - The net profit attributable to shareholders was 213 million yuan, up 2.53% year-on-year, while the net profit excluding non-recurring items was 204 million yuan, increasing by 2.63% [2] - In Q2 2025, the company achieved a single-quarter main revenue of 430 million yuan, a 14.44% year-on-year increase, and a net profit of 121 million yuan, up 14.85% [2] - The debt ratio stands at 23.63%, with investment income of 3.01 million yuan and financial expenses of 8.33 million yuan, while the gross profit margin is 65.25% [2]

Summary of Eyebright (688050.SS) Earnings Review Company Overview - **Company**: Eyebright - **Ticker**: 688050.SS - **Industry**: Ophthalmic Devices Key Financial Results - **1H25 Revenue**: Rmb 787 million, up 14.7% year-over-year (yoy) but down 1.3% compared to Goldman Sachs estimates (GSe) [1][2] - **Net Profits**: Rmb 213 million, up 2.5% yoy but down 4.4% vs. GSe [1][2] - **Gross Profit Margin (GPM)**: Stable at 65.3% in 1H25, with expectations for improvement due to higher sales of bifocal IOLs [1][6] Segment Performance - **Intraocular Lens (IOL) Sales**: Grew by 8.2% yoy in 1H25, indicating market share gains despite a decrease in overall cataract surgery volumes [1][2] - **Bifocal IOLs**: Increased revenue share post price cuts, with expectations for continued growth [2][6] - **Contact Lenses**: Sales grew by 28.9% yoy in 1H25, but growth is expected to slow in 2H25 due to price competition [2][6] - **OK Lenses**: Sales grew by 5.6% yoy in 1H25, with no immediate impact from recent policy changes [2][6] Market Trends and Insights - **Premiumization Trend**: Eyebright is benefiting from a premiumization trend in IOLs, which is expected to continue [1][2] - **Market Share**: Eyebright holds a 26% volume share in IOLs and 15.6% in OK lenses as of 2024, positioning it well for future growth [11] - **Cataract Surgery Growth**: Driven by an aging population, the market for cataract surgeries is expected to grow, benefiting Eyebright [11] Product Development and Pipeline - **New Product Approvals**: Eyebright received NMPA approvals for its PIOL product and silicone hydrogel soft contact lens in 1H25, with additional products expected to gain approval in the coming years [7][8] - **Emerging Products**: The company is focusing on expanding its product pipeline, including contact lenses and defocus lenses, which are anticipated to drive future growth [11] Investment Thesis - **Growth Potential**: Eyebright is expected to achieve a compound annual growth rate (CAGR) of 23% in earnings from 2024 to 2034, driven by market share gains and product penetration [11] - **Valuation**: The current share price is viewed as undervalued relative to growth opportunities, with a target price of Rmb 111, representing a 46% upside [12][14] Risks and Challenges - **Market Risks**: Potential risks include slower-than-expected R&D progress, policy changes, intensifying competition, and technological advancements [12] Conclusion Eyebright is positioned for growth in the ophthalmic device market, with strong financial performance, a robust product pipeline, and favorable market trends. The company is recommended as a "Buy" with a target price reflecting significant upside potential.

Summary of Eyebright (688050.SS) Earnings Review Company Overview - **Company**: Eyebright - **Ticker**: 688050.SS - **Industry**: Ophthalmic Devices Key Financial Results - **1H25 Revenue**: Rmb 787 million, up 14.7% year-over-year (yoy) but down 1.3% compared to Goldman Sachs estimates (GSe) [1][2] - **Net Profits**: Rmb 213 million, a 2.5% increase yoy, but down 4.4% vs. GSe [1][2] - **Gross Profit Margin (GPM)**: Stable at 65.3% in 1H25, with expectations for improvement due to higher sales of bifocal IOLs [1][6] Segment Performance - **Intraocular Lens (IOL) Sales**: Grew by 8.2% yoy in 1H25, indicating market share gains despite a decrease in overall cataract surgery volumes [1][2] - **Bifocal IOLs**: Increased revenue share post-price cut, with expectations for continued growth [2][6] - **Contact Lenses**: Sales grew by 28.9% yoy in 1H25, but growth is expected to slow in 2H25 due to price competition [2][6] - **OK Lenses**: Sales increased by 5.6% yoy in 1H25, with no immediate impact from recent policy changes [2][6] Market Trends and Insights - **Premiumization Trend**: Eyebright is benefiting from a premiumization trend in IOLs, which is expected to continue [1][2] - **Market Share**: Eyebright holds a 26% volume share in IOLs and 15.6% in OK lenses as of 2024, positioning it well for future growth [11] - **Cataract Surgery Growth**: Driven by an aging population, the market for cataract surgeries is expected to grow, providing a favorable environment for Eyebright [11] Product Development and Pipeline - **New Product Approvals**: Eyebright received NMPA approvals for its PIOL product and silicone hydrogel soft contact lens in 1H25, with additional products expected to gain approval in the coming years [7][8] - **Product Pipeline**: Includes various IOLs and contact lenses, with several products in different stages of development [8] Investment Thesis - **Growth Potential**: Expected earnings CAGR of 23% from 2024 to 2034, driven by market share gains and new product introductions [11] - **Valuation**: Current share price is considered undervalued relative to growth opportunities, with a target price of Rmb 111, representing a 46% upside [12][14] Risks and Challenges - **Market Risks**: Potential risks include slower-than-expected R&D progress, policy changes, and intensifying competition [12] - **Sales Pressure**: Anticipated growth pressure in contact lens sales due to price competition [2][6] Conclusion Eyebright is positioned for growth in the ophthalmic device market, with strong performance in IOLs and a promising product pipeline. The company is expected to benefit from demographic trends and premiumization, although it faces challenges from competition and market dynamics.