Revenue and Profit Growth - Revenue for the third quarter reached 389.55 million yuan, a year-on-year increase of 49.11%[2] - Net profit attributable to shareholders of the listed company was 109.55 million yuan, up 23.38% year-on-year[2] - Total operating revenue for the first three quarters of 2024 reached 1,075,267,105.77 RMB, a significant increase from 668,099,047.91 RMB in the same period of 2023[14] - Net profit attributable to the parent company's shareholders for the first three quarters of 2024 was 913,270,453.15 RMB, up from 647,181,036.71 RMB in the same period of 2023[13] - Total profit for the period was RMB 361.83 million, an increase from RMB 277.23 million in the previous period[15] - Net profit attributable to the parent company's shareholders was RMB 317.59 million, up from RMB 251.97 million[15] - Basic earnings per share (EPS) increased to RMB 1.68 from RMB 1.33[15] R&D and Operating Expenses - R&D investment for the quarter was 39.93 million yuan, accounting for 10.25% of revenue, a decrease of 2.11 percentage points year-on-year[2] - R&D expenses for the first three quarters of 2024 amounted to 77,654,725.68 RMB, up from 64,674,073.63 RMB in the same period of 2023[14] - Sales expenses for the first three quarters of 2024 were 150,875,501.68 RMB, compared to 126,933,548.78 RMB in the same period of 2023[14] - Operating costs for the first three quarters of 2024 were 720,300,574.45 RMB, compared to 402,850,711.88 RMB in the same period of 2023[14] Assets and Liabilities - Total assets as of the end of the reporting period were 3.41 billion yuan, an increase of 11.24% compared to the end of the previous year[3] - The company's equity attributable to shareholders of the listed company was 2.33 billion yuan, up 9.42% from the end of the previous year[3] - Total assets as of Q3 2024 were 3,406,015,585.20 RMB, an increase from 3,061,786,608.56 RMB in the previous year[12] - Fixed assets increased to 1,387,928,661.32 RMB in Q3 2024, up from 1,088,802,327.00 RMB in the previous year[12] - Long-term loans rose to 547,497,926.78 RMB in Q3 2024, compared to 258,532,806.61 RMB in the previous year[13] - Total liabilities as of Q3 2024 were 863,139,790.82 RMB, up from 705,851,951.24 RMB in the previous year[13] Cash Flow and Financial Activities - Operating cash flow for the first three quarters was 217.06 million yuan, a significant increase of 65.99% year-on-year[2] - Net cash flow from operating activities was RMB 217.06 million, up from RMB 130.77 million[17] - Net cash flow from investing activities was negative RMB 597.13 million, compared to positive RMB 125.10 million in the previous year[18] - Net cash flow from financing activities was positive RMB 114.50 million, compared to negative RMB 53.95 million[18] - Total cash and cash equivalents at the end of the period were RMB 266.23 million, down from RMB 552.00 million[18] - Cash received from sales of goods and services was RMB 1,006.01 million, compared to RMB 658.87 million in the same period last year[17] - Cash paid for the purchase of goods and services was RMB 290.48 million, up from RMB 154.35 million[17] - Cash paid for the construction of fixed assets, intangible assets, and other long-term assets was RMB 284.24 million, compared to RMB 182.60 million[17] Shareholder and Equity Information - The company's total share capital increased from 105,250,992 shares at the beginning of the period to 189,544,528 shares at the end of the period[11] - The largest shareholder, Jie Jiangbing, holds 24,490,410 shares, accounting for 12.92% of the total shares[8] - Beijing Bojian Hechuang Technology Co., Ltd. holds 10,926,407 shares, accounting for 5.76% of the total shares[8] - Bai Ying holds 10,662,746 shares, accounting for 5.63% of the total shares[8] Financial Position and Performance Metrics - The company's basic earnings per share for the quarter were 0.58 yuan, a 23.40% increase year-on-year[2] - Weighted average return on equity (ROE) for the quarter was 4.74%, an increase of 0.36 percentage points year-on-year[2] - The company's revenue growth was driven by sustained growth in surgical treatment and myopia control businesses, as well as rapid growth in vision care business[6] - Operating profit for the first three quarters of 2024 was 363,056,896.70 RMB, compared to 277,234,392.29 RMB in the same period of 2023[14] Asset and Liability Changes - The company's monetary funds decreased from 536,658,290.19 RMB to 271,078,313.67 RMB[11] - The company's accounts receivable increased from 212,818,441.20 RMB to 386,231,641.63 RMB[11] - The company's inventory increased from 181,350,575.21 RMB to 247,963,387.33 RMB[11] - The company's trading financial assets increased significantly from 20,122,739.73 RMB to 198,171,961.25 RMB[11] - The company's prepayments slightly increased from 29,422,681.29 RMB to 30,260,973.37 RMB[11] - The company's other receivables decreased from 6,033,624.30 RMB to 4,480,013.42 RMB[11] Government Subsidies and Non-Recurring Gains - Government subsidies received during the quarter amounted to 5.37 million yuan, contributing to non-recurring gains[4]

爱博诺德（北京）医疗科技股份有限公司 公司声明 1、公司及董事会全体成员保证本预案内容真实、准确、完整，并确认不存在虚假 记载、误导性陈述或重大遗漏。 2、本预案按照《上市公司证券发行注册管理办法》等法规及规范性文件的要求编 制。 3、本次以简易程序向特定对象发行股票完成后，公司经营与收益的变化由公司自 行负责，因本次以简易程序向特定对象发行股票引致的投资风险由投资者自行负责。 4、本预案是公司董事会对本次以简易程序向特定对象发行股票的说明，任何与之 相反的声明均属不实陈述。 5、投资者如有任何疑问，应咨询自己的股票经纪人、律师、专业会计师或其他专 业顾问。 6、本预案所述事项并不代表审批机关对于本次以简易程序向特定对象发行股票相 关事项的实质性判断、确认、批准或核准，本预案所述本次以简易程序向特定对象发行 股票相关事项的生效和完成尚待上海证券交易所审核通过并经中国证监会作出同意注 册决定。 （北京市昌平区科技园区兴昌路9号） 2024年度以简易程序 向特定对象发行股票预案 二〇二四年十月 1 特别提示 本部分所述的词语或简称与本预案"释义"中所定义的词语或简称具有相同的含 义。 1、本次发行证券方式：以简易 ...

证券代码：688050 证券简称：爱博医疗 公告编号：2024-046 爱博诺德（北京）医疗科技股份有限公司 第二届董事会第十五次会议决议公告 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"）第二届董事会第十五次会议通知及相关材料于 2024 年 10 月 18 日以电子邮 件方式送达公司全体董事。会议于 2024 年 10 月 28 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<2024 年第三季度报告>的议案》 经与会董事认真审议，董事会认为：公司《2024 年第三季度报告》的编制和 审议程序符合相关法律法规及《公司章程》等内部规章制度的规定；公司《2024 年第三季度报告 ...

Core Viewpoint - Aibo Medical (688050) has been recognized as one of the "Top 30 Value Companies on the Sci-Tech Innovation Board," and its chairman, Dr. Jiang Bing, has been awarded the title of "Annual Sci-Tech Pioneer of Chinese Listed Companies" [1] Company Overview - Aibo Medical is an innovative manufacturer of ophthalmic medical devices, focusing on three main areas: surgical treatment, myopia prevention, and vision care [1] - The company provides a one-stop solution for cataract surgery, refractive error correction, and vision care [1] Surgical Treatment - In the surgical treatment sector, the company specializes in developing mid-to-high-end medical devices for cataract surgery, with its core surgical product being the self-developed "Punoming" series of basic and functional intraocular lenses available at multiple price points [1] Myopia Prevention - In the field of myopia prevention, Aibo Medical focuses on developing myopia control products and related daily care products, with its core product being the "Punotong" brand of orthokeratology lenses [1] - The company also develops defocus lenses and daily wear rigid gas permeable contact lenses, complementing the orthokeratology lenses to provide more options for patients [1] Vision Care - In the vision care sector, Aibo Medical develops myopia correction products and related daily care products, with core products including "Lanbo," "Aokela," and "TOPPOP" brands of transparent contact lenses (blue lenses) and colored contact lenses (colored lenses) [1] - The company also offers OEM services for these products [1] Market Recognition - The recognition of Aibo Medical as a top company and the award for its chairman reflect the mainstream market's high regard for the company's growth potential [1] - The company's development of the "Punoming" aspheric intraocular lens has broken the monopoly of international manufacturers in the high-end intraocular lens market, filling a domestic gap [1] - With the launch of the continuous vision multifocal intraocular lens Punoming All Vision, Aibo Medical has once again broken international monopolies and successfully positioned itself among the leading ophthalmic medical companies globally, showcasing the strength of Chinese manufacturing in the international market [1]

证券代码：688050 证券简称：爱博医疗 公告编号：2024-045 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。 （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）。 因实施 2023 年年度权益分派，公司本次回购股份价格上限由不超过 229.37 元 /股调整为不超过 127.23 元/股。具体内容详见公司于 2024 年 5 月 30 日在上海证券 交易所网站（www.sse.com.cn）披露的《爱博诺德（北京）医疗科技股份有限公司 关于 2023 年年度权益分派实施后调整回购价格上限的公告》（公告编号：2024-025）。 二、 回购股份的进展情况 根据《上市公司股份回 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook on its performance and growth potential [5]. Core Insights - The company's H1 2024 performance met expectations, with a revenue of 686 million yuan, a year-on-year increase of 69%, and a net profit attributable to shareholders of 208 million yuan, up 28% year-on-year [5]. - The growth in revenue is driven by significant increases in the sales of cataract lenses and contact lenses, with the latter seeing a remarkable year-on-year growth of 956.9% [5]. - The company's gross margin decreased to 69.68% from 83.15% in the previous year, influenced by price reductions from centralized procurement and a higher proportion of revenue from contact lenses [5]. - Research and development efforts are ongoing, with a total investment of 68.6 million yuan in H1 2024, reflecting a year-on-year increase of 25.43% [5]. Financial Summary - For H1 2024, the company reported total revenue of 686 million yuan, with a year-on-year growth rate of 68.5% [6]. - The projected net profit for 2024 is estimated at 395 million yuan, with a year-on-year growth rate of 29.9% [5][6]. - The company's earnings per share (EPS) for 2024 is projected to be 2.08 yuan, with a gross margin forecasted to be around 69.1% [5][6].

Investment Rating - The report maintains an "Outperform" rating for the company [3][11]. Core Insights - The company achieved a strong revenue growth of 73% year-on-year in Q2, with significant contributions from the artificial lens and contact lens businesses [1][5]. - The company is the first domestic manufacturer to independently develop high-end refractive artificial lenses, with a promising pipeline for future growth [11]. Financial Performance - In the first half of 2024, the company reported revenue of 686 million (up 68.54%) and a net profit of 208 million (up 27.49%) [1][5]. - Q2 revenue reached 375 million (up 72.91%), marking the highest quarterly revenue in history, with a net profit of 105 million (up 24.01%) [1][5]. - The gross profit margin for the first half of 2024 was 69.68%, a decrease of 13.47 percentage points, primarily due to price reductions from centralized procurement and an increase in the proportion of contact lens revenue [7][9]. Business Segments - The artificial lens segment generated 319 million (up 30.20%), benefiting from successful procurement bids and market expansion [7][11]. - The contact lens segment saw revenue of 183 million (up 957%), accounting for 26.76% of total revenue, driven by acquisitions and increased production capacity [7][11]. - The company’s R&D investment in the first half of 2024 was 68.6 million, representing 10% of revenue, with several key products in clinical or registration stages [9][10]. Future Projections - The company forecasts net profits of 409 million, 518 million, and 637 million for 2024, 2025, and 2026, respectively, with year-on-year growth rates of 34.7%, 26.6%, and 22.8% [11][12]. - The current stock price corresponds to a price-to-earnings ratio of 36.1, 28.5, and 23.2 for the years 2024, 2025, and 2026 [11][12].

证券代码：688050 证券简称：爱博医疗 公告编号：2024-043 爱博诺德（北京）医疗科技股份有限公司 关于参加 2024 年半年度科创板医疗器械及医疗设备专 场集体业绩说明会的公告 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： 1 会议召开时间：2024 年 9 月 19 日（星期四）下午 14:00-16:00 会议召开地点：上海证券交易所上证路演中心 二、说明会召开的时间、地点 （一）会议召开时间：2024 年 9 月 19 日下午 14:00-16:00 （二）会议召开地点：上海证券交易所上证路演中心 （三）会议召开方式：上证路演中心网络文字互动 （网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络文字互动 投资者可于 2024 年 9 月 18 日（星期三）16:00 前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 ...

一、本次股份解除质押基本情况 单位：股 | 原出质 | | 解质时间 | | | 本次解质 本次解质股份数量 | 本次解质后剩余 占其持股 | 占公司总 | | --- | --- | --- | --- | --- | --- | --- | --- | | 人名称 | | | | 股份数量 占公司总股本比例 | | 被质押股份数量 总数比例 | 股本比例 | | 毛立平 | 2024 | 年 9 3 | 月 | 981,819 0.52% | 日 1,500,000 | 26.76% | 0.79% | 二、股东及其一致行动人累计质押股份情况 证券代码：688050 证券简称：爱博医疗 公告编号：2024-044 爱博诺德（北京）医疗科技股份有限公司 关于股东部分股份解除质押的公告 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： ● 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%。 本次解除质押的 ...

证券代码：688050 证券简称：爱博医疗 爱博诺德（北京）医疗科技股份有限公司 投资者关系活动记录表 编号：202409－01 | --- | --- | --- | --- | |----------------|-------------------------|--------------------------------------------------------|-----------------| | | | | | | | □特定对象调研 | □分析师会议 □媒体采访 | | | 投资者关系活动 | □业绩说明会 □新闻发布会 | | □路演活动 | | 类别 | □现场参观 | 其他（电话会议） | | | | | 朱雀基金、中再资管、中域投资、中邮证券、中邮创业基金、 | | | | | 中英人寿保险、中银基金、中信证券、中信建投、中泰证券资 | | | | | 管、中融汇信投资、中欧瑞博投资、中粮期货、中海基金、中 | | | | | 国守正基金、中国人寿资管、中国人寿养老保险、中国人保资 | | | | | 管、中庚基金、致顺投资、知合、正圆私募基金、真脉、浙商 | | | | ...