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爱博医疗(688050) - 688050爱博医疗 第二届董事会第十七次会议决议公告
2025-02-25 10:00
调整前: (一)发行股票种类和面值 本次发行的股票种类为境内上市人民币普通股(A股),每股面值为人民币 1.00元。 证券代码:688050 证券简称:爱博医疗 公告编号:2025-006 爱博诺德(北京)医疗科技股份有限公司 第二届董事会第十七次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 爱博诺德(北京)医疗科技股份有限公司(以下简称"公司"或"爱博医 疗")第二届董事会第十七次会议通知及相关材料于 2025 年 2 月 21 日以专人送 达方式发出,公司全体董事一致同意豁免本次会议通知时间要求。会议于 2025 年 2 月 24 日以现场与通讯相结合方式召开,本次会议由董事长解江冰先生召集并主 持,应出席的董事 9 人,实际出席的董事 9 人。本次会议的召集、召开和表决程 序符合《中华人民共和国公司法》等法律、法规、规章、规范性文件和《公司章 程》等有关规定,会议形成的决议合法、有效。经与会董事认真讨论,审议通过 如下事项: 一、审议并通过《关于更新公司 2024年度以简易程序向特定对象发行股票方 案 ...
爱博医疗(688050) - 688050爱博医疗 关于股东股份解除质押的公告
2025-02-12 08:15
爱博诺德(北京)医疗科技股份有限公司 关于股东股份解除质押的公告 证券代码:688050 证券简称:爱博医疗 公告编号:2025-005 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 | 持股比例 | 2.96% | | --- | --- | | 剩余被质押股份数量 | 0 股 | | 剩余被质押股份占其所持股份比例 | 0.00% | | 剩余被质押股份占公司总股本比例 | 0.00% | 注:上述数据比例均以本公告披露日股东持股数及公司总股本计算所得。 公司将持续关注上述股东的质押情况及质押风险情况,并严格遵守相关规定, 及时履行信息披露义务,敬请投资者注意风险。 重要内容提示: ● 截至本公告披露日,爱博诺德(北京)医疗科技股份有限公司(以下简称 "公司")股东毛立平先生持有公司股份 5,604,413 股,占公司总股本的 2.96%。 毛立平先生及其一致行动人白莹女士合计持有本公司股份数量为 15,167,159 股, 占公司总股本比例为 8.0019%。 ● 公司股东毛立平先生本次解除质押的股份 1,500, ...
爱博医疗:2024年业绩快报点评:业绩符合预期,期待25年新品放量
Soochow Securities· 2025-02-07 13:52
Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company's 2024 performance met expectations, with total revenue of 1.41 billion yuan (+48.22%) and net profit attributable to shareholders of 387.15 million yuan (+27.36%) [8] - The company's main revenue continues to grow steadily, with rapid growth in the contact lens business, indicating resilience against economic downturns [8] - The launch of the new PR crystal product in 2025 is expected to create a second growth curve for the company, with significant revenue potential [8] Financial Summary - Total revenue projections for 2024-2026 are 1.41 billion yuan, 1.89 billion yuan, and 2.53 billion yuan, respectively, with year-on-year growth rates of 48.22%, 33.77%, and 33.97% [1][9] - Net profit attributable to shareholders is projected to be 387.15 million yuan, 508.94 million yuan, and 689.41 million yuan for 2024-2026, with growth rates of 27.36%, 31.46%, and 35.46% [1][9] - The company's earnings per share (EPS) is expected to increase from 2.04 yuan in 2024 to 3.64 yuan in 2026 [1][9] - The current price-to-earnings (P/E) ratio is projected to decrease from 45.54 in 2024 to 25.57 in 2026, indicating potential for valuation improvement [1][9]
爱博医疗:Q4经营稳健,隐形眼镜延续高增态势
GOLDEN SUN SECURITIES· 2025-02-07 01:23
Investment Rating - The report maintains a "Buy" rating for the company [5] Core Views - The vision care business has shown strong performance, with revenue contribution increasing to approximately 30%, a year-on-year increase of about 14 percentage points [1][2] - The company has achieved profitability in the contact lens segment, indicating a positive trend in profit margins as production capacity ramps up [2] - The approval of the Longjing® PR intraocular lens is expected to contribute to future revenue growth, as it is the first domestically developed product of its kind [2][3] Financial Performance - In 2024, the company achieved operating revenue of 1.41 billion yuan, a year-on-year growth of 48.22%, and a net profit attributable to shareholders of 387 million yuan, a year-on-year increase of 27.36% [1][4] - For Q4 2024, the company reported operating revenue of 335 million yuan, a year-on-year increase of 18.18%, and a net profit of 69.57 million yuan, a year-on-year increase of 33.76% [1] - The company forecasts revenues of 1.92 billion yuan and 2.50 billion yuan for 2025 and 2026, respectively, with corresponding year-on-year growth rates of 36.5% and 30.1% [3][4] Capacity Expansion and Product Development - The company is expanding its contact lens production capacity, with a planned annual output of 252 million contact lenses and 500 million sets of molds after the completion of new production lines [3] - The focus on high-end contact lenses aims to replace imported products, enhancing the company's competitive position in the market [3] Valuation Metrics - The report provides earnings per share (EPS) estimates of 2.04 yuan, 2.64 yuan, and 3.42 yuan for 2024, 2025, and 2026, respectively [4] - The price-to-earnings (P/E) ratios are projected to be 45.5, 35.3, and 27.2 for the same years [4]
爱博医疗(688050) - 688050爱博医疗 关于股份回购实施结果的公告
2025-02-06 11:19
证券代码:688050 证券简称:爱博医疗 公告编号:2025-004 爱博诺德(北京)医疗科技股份有限公司 关于股份回购实施结果的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 | 回购方案首次披露日 | 2024/2/24,由公司董事长兼总经理、控股股东、 | | --- | --- | | | 实际控制人解江冰先生提议 | | 回购方案实施期限 | 第二届董事会第十次会议审议通过后 个月 12 | | 预计回购金额 | 2,000 万元(含)~4,000 万元(含) | | 回购价格上限 | 229.37 元/股(2023 年年度权益分派实施调整为 | | | 127.23 元/股) | | 回购用途 | □减少注册资本 | | | √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 实际回购股数 | 14.28 万股 | | 实际回购股数占总股本比例 | 0.075% | | 实际回购金额 | 2,004.36 万元 | | 实际回购价格区间 | 1 ...
爱博医疗(688050) - 2024 Q4 - 年度业绩
2025-02-06 09:40
Financial Performance - Total revenue for 2024 reached CNY 1,409.80 million, a year-on-year increase of 48.22%[2] - Net profit attributable to shareholders was CNY 387.16 million, up 27.36% compared to the previous year[6] - The company’s net profit excluding non-recurring gains and losses was CNY 388.66 million, representing a growth of 34.58%[6] - The weighted average return on equity rose to 17.06%, an increase of 1.80 percentage points from the previous year[2] Asset and Capital Structure - Total assets at the end of the reporting period were CNY 3,512.69 million, reflecting a growth of 14.73% from the beginning of the period[7] - Share capital increased by 80.09% due to a capital reserve conversion plan, resulting in a share increase of 8 shares for every 10 held[8] Product Performance - The company experienced significant growth in sales of artificial crystalline lenses and orthokeratology lenses during the reporting period[8] - Revenue from vision care products, including contact lenses and care products, accounted for approximately 30% of total revenue[5] - The company's gross profit margin decreased due to price drops in artificial crystalline lenses and an increased revenue share from contact lens products[6] Audit and Reporting - The financial data presented is preliminary and subject to change upon final audit in the annual report[10]
爱博医疗:PIOL(ICL)产品在上海发布,等待国家药监局最终批准;买入
Goldman Sachs· 2025-01-09 07:52
Investment Rating - The report assigns a "Buy" rating to Eyebright (688050.SS) with a 12-month price target of RMB 133, indicating an upside potential of 35.8% from the current price of RMB 97.96 [9][10]. Core Insights - Eyebright is positioned to capture market share in the PIOL segment with its newly launched product "Loong Crystal," which is expected to compete directly with STAAR Surgical's ICL products. The company anticipates receiving final approval from the National Medical Products Administration soon, raising the product's development success rate from 60% to 95% [1][5]. - The overall clinical efficacy and patient experience of "Loong Crystal" are comparable to leading ICL products, benefiting from good biocompatibility and a unique biconcave structure that reduces friction around the lens [2][4]. - The Chinese refractive surgery market is estimated to reach 1.3 million procedures in 2023, with PIOL penetration at approximately 8.5%. STAAR Surgical currently dominates this market with a 95% share, generating revenue of USD 186 million from China in 2023. Eyebright is expected to gradually capture market share from STAAR in both public and private hospitals [5][8]. Summary by Sections Revenue Forecast Adjustments - The revenue forecasts for Eyebright for 2024, 2025, 2026, and 2027 have been adjusted by 0.0%, -0.2%, +0.2%, and +0.4% respectively, reflecting the higher success rate of the PIOL product, although this is offset by slower growth in the OK lens segment in 2025 [1][7]. Market Share Projections - By 2034, Eyebright is projected to capture approximately 14% of the Chinese PIOL market, with expected revenue from "Loong Crystal" adjusted to RMB 30 million in 2025 [5][6]. Growth Drivers - The company is expected to achieve a compound annual growth rate (CAGR) of 24% in earnings from 2024 to 2034, driven by increased penetration rates and market share gains, supported by demographic trends such as an aging population and product upgrades in cataract surgery [8][9].
爱博医疗:龙晶®PR获批,高端晶状体布局日趋完善
GOLDEN SUN SECURITIES· 2025-01-08 00:32
Investment Rating - The report maintains a "Buy" rating for the company [2][4]. Core Views - The approval of the Dragon Crystal® PR intraocular lens marks a significant advancement in the company's high-end lens offerings, showcasing its innovative research capabilities [1]. - The company is expected to achieve revenue growth of 46.3%, 35.8%, and 29.8% for the years 2024, 2025, and 2026, respectively, with corresponding net profit growth rates of 29.3%, 30.5%, and 29.4% [2][3]. Financial Projections - Revenue projections for 2024, 2025, and 2026 are estimated at CNY 1.392 billion, CNY 1.890 billion, and CNY 2.453 billion, respectively, reflecting year-on-year growth rates of 46.3%, 35.8%, and 29.8% [2][3]. - The net profit for the same years is projected to be CNY 393 million, CNY 513 million, and CNY 663 million, with growth rates of 29.3%, 30.5%, and 29.4% [2][3]. - The latest diluted EPS is expected to increase from CNY 1.60 in 2023 to CNY 2.71 in 2025 and CNY 3.50 in 2026 [3]. Product Development - The Dragon Crystal® PR lens is the first domestically developed posterior chamber intraocular lens, utilizing Balacrylic™ material and featuring a unique aspheric double concave design, which reduces peripheral contact risks [1]. - Clinical trials involving 187 participants demonstrated that the Dragon Crystal® PR lens outperformed the ICL lens in various effectiveness and safety metrics over a follow-up period of up to 5.5 years [1].
爱博医疗:有晶体眼人工晶状体通过创新医疗器械特别审查程序获批上市
Cai Lian She· 2025-01-07 07:35AI Processing
财联社1月7日电,爱博医疗公告,公司"有晶体眼人工晶状体"近日通过国家药品监督管理局创新医疗器 械特别审查获准注册。 该产品型号包括PR115至PR142,规格为-3.25D至-18.00D,适用于成年人有晶状体眼的治疗,矫正/降低 成年人-3.25D至-18.00D的近视度数。 ...
爱博医疗(688050) - 688050爱博医疗 关于以集中竞价交易方式回购公司股份的进展公告
2025-01-03 16:00
具体内容详见公司于 2024 年 2 月 24 日在上海证券交易所网站 1 (www.sse.com.cn)上披露的《爱博诺德(北京)医疗科技股份有限公司关于以集 中竞价交易方式回购公司股份方案的公告》(公告编号:2024-004)和 2024 年 3 月 2 日披露的《爱博诺德(北京)医疗科技股份有限公司关于以集中竞价交易方式回 购公司股份的回购报告书》(公告编号:2024-007)。 证券代码:688050 证券简称:爱博医疗 公告编号:2025-001 爱博诺德(北京)医疗科技股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: | 回购方案首次披露日 | 2024/2/24,由公司董事长兼总经理、控股股东、 | | --- | --- | | | 实际控制人解江冰先生提议 | | 回购方案实施期限 | 第二届董事会第十次会议审议通过后 个月 12 | | 预计回购金额 | 2,000 万元(含)~4,000 万元(含) | | 回购用途 | □减 ...