股票代码：688050 股票简称：爱博医疗 爱博诺德（北京）医疗科技股份有限公司 （北京市昌平区科技园区兴昌路 9 号） 保荐机构（主承销商） （北京市丰台区西营街 8 号院 1 号楼青海金融大厦） 二〇二五年四月 本公司及全体董事、监事、高级管理人员承诺募集说明书及其他信息披露资 料不存在任何虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性及完整 性承担连带赔偿责任。 募集说明书（注册稿） 声 明 2024 年度以简易程序向特定对象发行股票 募集说明书 （注册稿） 二、特别风险提示 公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财务 会计资料真实、完整。 中国证券监督管理委员会、上海证券交易所对本次发行所作的任何决定或意 见，均不表明其对申请文件及所披露信息的真实性、准确性、完整性作出保证， 也不表明其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断 或保证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发 行人自行负责。投资者自主判断发行人的投资价值，自主作出投资决策，自行承 担证券依法发行后因发行人经营与收益变化或者 ...

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 年度以简易程序向特定对象发行股票 之 上市保荐书 保荐机构（主承销商） 北京市丰台区西营街 8 号院 1 号楼 7-18 层 101 二〇二五年四月 声 明 中国银河证券股份有限公司（以下简称"银河证券""保荐机构"）接受爱 博诺德（北京）医疗科技股份有限公司（以下简称"爱博医疗""发行人""公 司"）的委托，担任爱博医疗 2024 年度以简易程序向特定对象发行股票（以下 简称"本次发行"）的保荐机构，出具本上市保荐书。 保荐机构及保荐代表人根据《中华人民共和国公司法》（以下简称"《公司 法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《证券发 行上市保荐业务管理办法》（以下简称"《保荐管理办法》"）、《上市公司证 券发行注册管理办法》（以下简称"《注册管理办法》"）、《〈上市公司证券 发行注册管理办法〉第九条、第十条、第十一条、第十三条、第四十条、第五十 七条、第六十条有关规定的适用意见——证券期货法律适用意见第 18 号》（以 下简称"《证券期货法律适用意见第 18 号》"）、《上海证券交易所上市公司 证券发行上 ...

证券代码：688050 证券简称：爱博医疗 公告编号：2025-015 爱博诺德（北京）医疗科技股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会的公告 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。 重要内容提示： （网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 4 月 17 日（星期四）至 4 月 23 日（星期三）16:00 前 登录上证路演中心网站首页点击"提问预征集"栏目或通过公司投资者邮箱 （investors@ebmedical.com）进行提问。公司将在说明会上对投资者普遍关注的问 题进行回答。 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"） 将于 2025 年 4 月 23 日在上海证券交易所网站（www.sse.com.cn）发布公司《2024 年年度报告》和《2025 年第一季度报告》。为便于广大投资者更全面深入地了解公 司 2024 年度和 2025 年第一季度经营成果、 ...

股东方面，截至2024年9月30日，爱博医疗股东户数9636户，较上次减少486户，户均持股市值35.28万 元，户均持股数量2.76万股。 来源：金融界 爱博诺德(北京)医疗科技股份有限公司的主营业务是眼科医疗器械的自主研发、生产、销售及相关服 务，目前公司主要产品覆盖手术和视光两大领域，主要针对白内障和屈光不正这两大类造成致盲和视力 障碍的主要眼科疾病，其中手术领域的核心产品为人工晶状体，视光领域的核心产品为角膜塑形镜，以 及围绕这两项核心产品研发生产的一系列配套产品。公司是国内首家高端屈光性人工晶状体制造商，也 是国内主要的可折叠人工晶状体制造商之一。公司先后入选北京生物医药产业跨越发展工程(G20工程), 中关村前沿技术企业，国家级专精特新"小巨人"企业。人工晶状体产品获得北京市科学技术二等 奖，"中国眼科十大成就"，"中国侨界贡献(创新成果)奖"，首都职工自主创新成果一等奖和北京市发明 创新大赛发明创新金奖等，先后入列科技部《创新医疗器械产品目录》，《北京市新技术新产品(服 务)》，《中关村创新医疗器械产品目录》，科技部第二批国家科技计划重点科技成果转化项目等。 4月14日，爱博医疗今日收盘103. ...

序号股票简称PE(TTM)PE(静)市净率总市值(元)92爱博医疗51.0451.048.48197.62亿行业平均 46.1548.384.77102.50亿行业中值29.1329.012.3143.45亿1硕世生物-1773.70-1773.701.1136.64亿2诺唯 赞-508.88-508.882.3392.08亿3博晖创新-340.62-209.723.7552.28亿4康泰医学-270.0231.682.7652.52亿5华 大基因-198.46217.092.05201.67亿6奥精医疗-108.48-108.481.3819.65亿7睿昂基因-79.90-79.901.2411.56亿 8热景生物-56.75-56.753.12101.72亿9华大智造-55.34-55.344.15331.55亿10中红医疗-48.80-33.200.7743.45 亿11天智航-42.43-42.434.4352.24亿 来源：金融界 爱博诺德(北京)医疗科技股份有限公司的主营业务是眼科医疗器械的自主研发、生产、销售及相关服 务，目前公司主要产品覆盖手术和视光两大领域，主要针对白内障和屈光不正这两大类造 ...

Company Overview - Aibo Medical focuses on the research, production, and sales of ophthalmic medical devices, primarily targeting cataracts and refractive errors [2] - The company is recognized as the first high-end refractive artificial lens manufacturer in China and is one of the major manufacturers of foldable artificial lenses [2] - Aibo Medical has received multiple awards and recognitions, including the Beijing Science and Technology Second Prize and the "Top Ten Achievements in Chinese Ophthalmology" [2] Financial Performance - For the third quarter of 2024, Aibo Medical reported a revenue of 1.075 billion yuan, representing a year-on-year increase of 60.94% [2] - The net profit for the same period was 318 million yuan, showing a year-on-year growth of 26.04% [2] - The sales gross margin stood at 67.61% [2] Market Position - As of April 3, Aibo Medical's stock closed at 100.46 yuan, with a rolling price-to-earnings (PE) ratio of 49.18 times [1] - The average PE ratio in the medical device industry is 46.48 times, with a median of 31.96 times, placing Aibo Medical at the 89th position in the industry ranking [1][3] - The total market capitalization of Aibo Medical is 19.042 billion yuan [1]

Core Viewpoint - The eye health awareness among the Chinese population is increasing, leading to significant growth in the ophthalmic optical instrument industry, which is expected to reach a market size of approximately 4 billion yuan by 2024 [1][15]. Industry Overview - Ophthalmic optical instruments are essential for diagnosing and treating eye diseases, including devices like computer visual field analyzers, automatic refractors, corneal topographers, and fundus cameras [3][4]. - The industry has seen remarkable advancements in technology and product development, with domestic companies enhancing their R&D capabilities and launching high-quality products [1][15]. Market Growth - The market size of China's ophthalmic optical instrument industry has been continuously growing from 2017 to 2023, with projections indicating it will reach around 4 billion yuan in 2024 [1][15]. - The increasing prevalence of age-related eye diseases and lifestyle changes, such as prolonged use of electronic devices, are driving the demand for ophthalmic medical services [13][25]. Industry Chain - The upstream of the ophthalmic optical instrument industry includes suppliers of optical glass and plastic, which are crucial for manufacturing high-quality instruments [9][11]. - The midstream consists of various manufacturers of ophthalmic optical instruments, while the downstream includes hospitals, clinics, and optical shops where these instruments are utilized [9]. Competitive Landscape - The market concentration in the ophthalmic optical instrument industry is relatively high, with a few companies dominating specific product areas like fundus cameras and OCT devices [17][18]. - Key players in the industry include companies like 图拜医疗, 康捷医疗, and 新眼光, which are focusing on high-end product development [17][18]. Policy Environment - Recent policies have been introduced to promote the standardization and regulation of the medical device industry, providing favorable conditions for the growth of the ophthalmic optical instrument sector [4][6]. - The government aims to enhance the quality and safety of medical devices, ensuring a robust regulatory framework by 2035 [6]. Future Trends - The market is expected to further penetrate various healthcare institutions, with handheld devices likely to see widespread adoption in grassroots medical facilities [23]. - The integration of artificial intelligence and big data into ophthalmic optical instruments is becoming mainstream, leading to the development of smart devices that enhance diagnostic capabilities [24][25].

Summary of Aibo Medical Conference Call Company Overview - Aibo Medical is a leading innovative enterprise in the domestic ophthalmic medical device industry, focusing on three main areas: ophthalmic surgery, myopia prevention and control, and vision care [3][4] Core Products and Market Position - The company offers a diverse range of products, including the Puno Ming series of artificial lenses, and is the first high-end refractive artificial lens manufacturer in China, breaking the international monopoly [3][4] - Aibo Medical's products are available in over 3,500 hospitals nationwide and exported to more than 30 countries [4] Financial Performance - In 2024, Aibo Medical achieved revenue of 1.41 billion yuan, a year-on-year increase of 48%, and a net profit of 387 million yuan, up 27% [6][17] - The sales of artificial lenses have steadily increased, while the growth of the orthokeratology lens segment has slowed due to consumer downgrading [6] Market Trends and Growth Potential - The penetration rate of cataract surgery in China is significantly lower than in developed countries, indicating substantial growth potential [7] - The artificial lens market in China is expected to reach 6 billion yuan by 2030, with Aibo Medical's market share anticipated to increase [7] Impact of Procurement Policies - The centralized procurement policy has accelerated the growth of Aibo Medical's artificial lens sales and facilitated the replacement of imported products [8][10] - Following a successful bid for centralized procurement in Anhui Province, the number of public hospital accounts doubled, and product sales increased by 165% [10] R&D Strengths - Aibo Medical possesses strong R&D capabilities, with its artificial lens technology at an international leading level, including advancements in materials and optical design [5] - The company has developed hydrophobic acrylic materials that reduce postoperative complications and enhance lens support performance [5] Orthokeratology Lens Market - The penetration rate of orthokeratology lenses in mainland China is low, but there is a pressing demand for myopia prevention, indicating significant market potential [11] - The market for orthokeratology lenses is projected to reach 40-41 billion yuan by 2030 [11] Contact Lens Business - Aibo Medical's contact lens business is rapidly expanding, with revenue reaching 137 million yuan in 2023, accounting for 14% of total revenue [15] - The company has made strategic acquisitions to enhance its presence in the contact lens market, including the acquisition of Tianyan Pharmaceutical and Unikon [13][15] Future Outlook - The company expects continued growth in its core businesses, with projected revenues of 1.41 billion, 1.84 billion, and 2.36 billion yuan for 2024, 2025, and 2026, respectively [17] - Net profits are expected to grow to 507 million and 659 million yuan in the following years [17] Valuation Assessment - Aibo Medical is in a stable profit phase, with a target price of 115 billion yuan based on both absolute and relative valuation methods [18]