Financial Performance - The company's operating revenue for Q1 2025 was ¥357,183,134.15, representing a 15.07% increase compared to ¥310,403,646.88 in the same period last year[4] - Net profit attributable to shareholders decreased by 10.05% to ¥92,558,116.80 from ¥102,903,404.36 year-on-year[4] - Total operating revenue for Q1 2025 reached ¥357,183,134.15, an increase of 15.1% compared to ¥310,403,646.88 in Q1 2024[20] - Net profit for Q1 2025 was ¥89,813,380.76, a decrease of 8.3% from ¥98,465,202.47 in Q1 2024[21] - Basic earnings per share for Q1 2025 were ¥0.49, down from ¥0.54 in Q1 2024[22] Cash Flow - The net cash flow from operating activities increased by 39.93% to ¥75,500,313.06, primarily due to increased collections from the contact lens business[7] - Cash generated from operating activities in Q1 2025 was ¥359,174,461.93, compared to ¥283,185,429.75 in Q1 2024, reflecting a growth of 27%[24] - The net cash flow from operating activities was $75,500,313.06, an increase from $53,954,775.47 in the previous period, reflecting a growth of approximately 39.7%[25] - Cash inflow from investment activities totaled $204,683,130.17, significantly up from $20,129,743.84, indicating a growth of about 917.5%[25] - The net cash flow from investment activities was -$103,540,404.89, an improvement compared to -$185,226,525.61 in the prior period, showing a reduction in losses by approximately 44.1%[25] - Cash inflow from financing activities was $30,050,625.12, down from $92,659,147.60, representing a decline of about 67.6%[26] - The net cash flow from financing activities was $6,425,798.07, a recovery from a negative cash flow of -$37,507,754.35 in the previous period[26] - The total cash and cash equivalents at the end of the period were $342,330,078.55, down from $367,878,406.19, reflecting a decrease of approximately 6.9%[26] - The company received $197,899,999.95 from investment recoveries, a substantial increase from $20,000,000.00 previously, marking a growth of about 889.5%[25] - Payments for the purchase of fixed assets and other long-term assets were $56,597,243.51, a decrease from $126,246,790.60, indicating a reduction of approximately 55.2%[25] - The company paid $35,641,250.89 in taxes, which is an increase from $18,453,212.98, reflecting a growth of about 93.3%[25] - The cash outflow for financing activities totaled $23,624,827.05, a significant decrease from $130,166,901.95, indicating a reduction of approximately 81.8%[26] Research and Development - Research and development expenses totaled ¥40,002,099.32, a 34.12% increase from ¥29,826,271.11 in the previous year, reflecting higher investment in high-end crystals and contact lenses[4][7] - The proportion of R&D expenses to operating revenue rose to 11.20%, up from 9.61% year-on-year, an increase of 1.59 percentage points[5] - Research and development expenses for Q1 2025 amounted to ¥26,197,363.60, an increase of 24.5% from ¥21,009,110.98 in Q1 2024[21] - The company plans to increase investment in research and development and enhance market promotion efforts to navigate challenges and uncertainties in the domestic and international landscape[13] Assets and Liabilities - Total assets at the end of the reporting period were ¥3,536,075,923.73, a 1.12% increase from ¥3,496,968,135.88 at the end of the previous year[5] - The total non-current assets amounted to RMB 1,454,060,342.49 as of March 31, 2025, showing stability in long-term investments[16] - Total liabilities increased to ¥870,103,044.26 from ¥862,711,621.16, indicating a slight rise of 1.4%[18] - The company's total equity rose to ¥2,665,972,879.47, up from ¥2,634,256,514.72, reflecting a growth of 1.2%[18] - Deferred income tax assets increased to ¥80,353,423.64 from ¥72,887,109.65, marking an increase of 10.1%[17] Market Conditions and Competition - The company anticipates a slowdown in revenue growth for the first quarter of 2025 due to the implementation of national procurement policies affecting artificial lenses, leading to reduced surgical volumes and lower prices[13] - The company is facing intensified competition in the myopia prevention market, which has resulted in a slight decrease in the factory price of orthokeratology lenses, impacting performance growth[13] - The company's contact lens business is still in the cultivation stage, contributing minimally to profits but with significant potential for future growth[13] - The company has a consistent strategy to achieve its annual performance targets despite market challenges[13] Shareholder Information - The company had a total of 9,729 common shareholders at the end of the reporting period[9] - The top shareholder, Jiang Bing, holds 12.92% of the shares, amounting to 24,490,410 shares[9] - The top ten shareholders include significant holdings from individuals and entities, with the largest shareholder holding 24,490,410 shares[12]

爱博诺德（北京）医疗科技股份有限公司 2024 年度 内部控制审计报告 索引 内部控制审计报告 页码 1-2 联系电话: 信永中和会计师事务所 | 北京市东城区朝阳门北大街 telephone: +86 (010) 6554 2288 8 号富华大厦 A 座 9 层 ShineW 100027. P.R. China certified public accountants 9/F, Block A, Fu Hua Mansion No.8, Chaoyangmen Beidajie Dongcheng District, Beijing 内部控制审计报告 XYZH2025BJAA12B0096 爱博诺德(北京)医疗科技股份有限公司 爱博诺德(北京)医疗科技股份有限公司全体股东: 按照《企业内部控制审计指引》及中国注册会计师执业准则的相关要求,我们审计 了爱博诺德（北京）医疗科技股份有限公司（以下简称爱博医疗公司）2024 年 12 月 31 日财务报告内部控制的有效性。 一、企业对内部控制的责任 86 /010) 6554 7100 86 (010) 6554 7190 按照《企业内部控制基本规范》 、《企 ...

爱博诺德（北京）医疗科技股份有限公司 2024 年度 审计报告 | 索引 | | 页码 | | --- | --- | --- | | 审计报告 | | 1-4 | | 公司财务报表 | | | | 一 合并资产负债表 | | 1-2 | | 母公司资产负债表 | | 3-4 | | - | 合并利润表 | 5 | | 母公司利润表 | | 6 | | 合并现金流量表 | | 7 | | 母公司现金流量表 | | 8 | | 合并股东权益变动表 | | 9-10 | | 母公司股东权益变动表 | | 11-12 | | 财务报表附注 | | 13-104 | 联系电话: 信永中和会计师事务所| 北京市东城区朝阳门北大街 8 号富华大厦 A 座 9 层 ShineW certified public accountants 9/F. Block A. Fu Hua Mansion No.8. Chaovangmen Beidaiie Donachena District. Beijing 100027 P R China 6 /010) 6554 7190 窗计报告 XYZH/2025BJAA12B0097 爱 ...

爱博诺德（北京）医疗科技股份有限公司 非经营性资金占用及其他关联资金往来的 专项说明 | 索引 | 页码 | | --- | --- | | 专项说明 | 1-2 | | 非经营性资金占用及其他关联资金往来情况汇总表 | 1-1 | t and the state | | 4 6 3 | | | | --- | --- | --- | --- | | | | 8 号富华大厦 A 座 9 层 | telephone: +86 (010) 6554 2288 | | Dhinelling | I ShineWing | 9/F, Block A, Fu Hua Mansion, No.8, Chaoyangmen Beidajie, | | | | | Dongcheng District, Beijing, 传真: | +86 (010) 6554 7190 | | | certified public accountants 100027, P.R.China | | facsimile: +86 (010) 6554 7190 | 关于爱博诺德（北京）医疗科技股份有限公司 2024 年度非经营性资金占用及其 ...

中国银河证券股份有限公司 关于爱博诺德（北京）医疗科技股份有限公司 2024 年度募集资金存放与使用情况的核查意见 中国银河证券股份有限公司（以下简称"银河证券"或"保荐机构"）作为 爱博诺德（北京）医疗科技股份有限公司（以下简称"爱博医疗"或"公司"） 持续督导的保荐机构，根据《上市公司监管指引第 2 号——上市公司募集资金管 理和使用的监管要求》《上海证券交易所科创板股票上市规则》《科创板上市公 司持续监管办法（试行）》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等有关规定，就爱博医疗 2024 年度募集资金存放与使用情况 进行了核查，具体情况如下： 一、募集资金基本情况 （一）募集资金金额及到位时间 经中国证券监督管理委员会证监许可[2020]1306 号文《关于同意爱博诺德 （北京）医疗科技股份有限公司首次公开发行股票注册的批复》同意，爱博医疗 向社会公开发行人民币普通股（A 股）2,629 万股，每股发行价格为 33.55 元，募 集资金总额 882,029,500.00 元，扣除与发行有关的费用人民币 78,040,363.48 元， 实际可使用募集资金人民币 803,989 ...

爱博诺德（北京）医疗科技股份有限公司 2024 年度 募集资金存放与使用情况鉴证报告 | 蒙引 | 页码 | | --- | --- | | 鉴证报告 | 1-2 | | 2024 年度募集资金存放与使用情况的专项报告 | 1-10 | a | 信永中和 | | --- | | ShineWing | 联系电话: +86 (010) 6554 2288 信永中和会计师事务所| 北京市东城区朝阳门北大街 telephone: +86 (010) 6554 2288 8 号富华大厦 A 座 9 层 ShimeW 9/F, Block A, Fu Hua Mansion, No.8, Chaoyangmen Beidajie, Dongcheng District, Beijing, 100027, P.R.China 86 /010) 6554 7190 86 (010) 6554 7190 我们对后附的爱博诺德(北京)医疗科技股份有限公司(以下简称爱博医疗公司)关 于募集资金 2024 年度存放与使用情况的专项报告(以下简称募集资金年度存放与使用 情况专项报告)执行了鉴证工作。 爱博医疗公司管理层的责任是按照上 ...

爱博医疗公告，2025年第一季度营收为3.57亿元，同比增长15.07%；净利润为9255.81万元，同比下降 10.05%。 ...

Investment Rating - The industry investment rating is "Outperform the Market" [1][50]. Core Insights - Eli Lilly's first oral small molecule GLP-1 drug, Orforglipron, has successfully completed Phase 3 clinical trials, which is expected to change the landscape of weight loss medications [3][4]. - The ACHIEVE-1 trial showed that Orforglipron significantly reduced HbA1c levels by 1.3% to 1.6% from a baseline of 8.0% after 40 weeks, with over 65% of patients achieving HbA1c levels ≤6.5% [3][4]. - Patients receiving the highest dose of Orforglipron lost an average of 7.3 kg, indicating potential for further weight loss [4]. - Eli Lilly plans to submit a global application for Orforglipron for weight management by the end of this year and for type 2 diabetes treatment in 2026 [4][5]. Summary by Sections Industry Overview - The successful Phase 3 trial of Orforglipron positions it as a potential second oral GLP-1 drug in the U.S., following Novo Nordisk's Rybelsus [5]. Investment Strategy - Focus on "innovation," "overseas expansion," "equipment upgrades," and "consumer recovery" as key investment themes [7]. - Recommended companies include innovative drug developers and those with strong overseas market potential [7]. Key Companies to Watch - **Nocera Health**: Expected to achieve over 1 billion yuan in revenue from its core product, with a projected 49% year-on-year growth [8]. - **Sihuan Pharmaceutical**: Strong fundamentals with a stable growth outlook, particularly in the ADC market [11]. - **China Biopharmaceutical**: Rapid revenue growth with a focus on innovative products [13]. - **Aier Eye Hospital**: Benefiting from increasing demand in ophthalmology and ongoing overseas expansion [22]. Market Performance - The pharmaceutical sector saw a decline of 0.36% last week, while the broader market index rose by 0.59% [25][36].

Core Viewpoint - The China Ocean Medical Care Theme Stock A has experienced a decline of 0.85% on April 17, with a net value of 1.05 yuan, marking a cumulative drop of 1.95% over three consecutive trading days [1] Group 1: Fund Performance - The fund was established in March 2012 with a total size of 564 million yuan and has achieved a cumulative return of 165.78% since inception [1] - As of the end of 2024, the top ten holdings of the fund account for a total of 59.15% of the portfolio [2] Group 2: Holder Structure - As of the end of 2024, institutional investors hold 5.9 million shares, representing 10.54% of the total shares, while individual investors hold 49.8 million shares, accounting for 89.46% of the total [1] Group 3: Fund Management - The current fund manager, Ms. Liang Jingjing, has a master's degree in pharmaceutical chemistry from Peking University and has held various research positions in the pharmaceutical sector before becoming the fund manager [1]

证券代码：688050 证券简称：爱博医疗 公告编号：2025-016 爱博诺德（北京）医疗科技股份有限公司 关于 2024 年度以简易程序向特定对象发行股票申请 获得中国证监会注册批复的公告 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。 爱博诺德（北京）医疗科技股份有限公司（以下简称"公司"）于2025年4 月16日收到中国证券监督管理委员会出具的《关于同意爱博诺德（北京）医疗科 技股份有限公司向特定对象发行股票注册的批复》（证监许可〔2025〕774号）， 主要内容如下： 一、同意你公司向特定对象发行股票的注册申请。 二、你公司本次发行应严格按照报送上海证券交易所的申报文件和发行方案 实施。 三、你公司应当在本批复作出十个工作日内完成发行缴款。 爱博诺德（北京）医疗科技股份有限公司董事会 2025 年 4 月 18 日 1 四、自同意注册之日起至本次发行结束前，你公司如发生重大事项，应及时 报告上海证券交易所并按有关规定处理。 公司董事会将根据上述批复文件、相关法律法规的要求及公司股东大会的授 权，在规定期限内办理本 ...