（原标题：科创板今日大宗交易成交3.82亿元） 13只科创板股大宗交易平台今日发生交易，合计成交3.82亿元。 证券时报•数据宝统计显示，9月3日共有13只科创板股发生大宗交易，合计成交42笔，累计成交量548.27万股，成交额合计3.82亿元。 统计显示，成交金额最多的是惠泰医疗，今日大宗交易成交量为65.55万股，成交金额1.63亿元；其次是爱博医疗、威腾电气，今日大宗交易金额 分别为7019.24万元、4950.00万元。 折溢价情况来看，今日出现大宗交易的科创板股中，均为折价成交，大宗交易成交价格相对收盘价折价率居前的有惠泰医疗、燕麦科技、东微半 导等，折价率分别为21.31%、18.24%、15.00%。 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。 相关ETF 科创100ETF华夏 (产品代码: 588800) 股价表现方面，今日科创50指数下跌1.64%，科创板股中，今日上涨的有146只，占24.91%，今日发生大宗交易的科创板股平均上涨2.66%，其 中，涨幅居前的为东微半导、益方生物、炬光科技等，涨幅分别为12.28%、5.36%、4.36%，跌幅居前的有燕麦科技、磁谷科技、 ...

爱博医疗9月3日大宗交易平台共发生18笔成交，合计成交量95.97万股，成交金额7019.24万元。成交价 格均为73.14元，相对今日收盘价折价8.75%。从参与大宗交易营业部来看，机构专用席位共出现在13笔 成交的买方或卖方营业部中，合计成交金额为5556.44万元，净买入5556.44万元。 | 4.00 | 292.56 | 73.14 | -8.75 | 广发证券股份有限公司佛 | 国联民生证券股份有限公 | | --- | --- | --- | --- | --- | --- | | | | | | 山灯湖东路证券营业部 | 司北京金宝街证券营业部 | | 4.00 | 292.56 | 73.14 | -8.75 | 招商证券股份有限公司西 | 国联民生证券股份有限公 | | | | | | 安北大街证券营业部 | 司北京金宝街证券营业部 | | 3.20 | 234.05 | 73.14 | -8.75 | 机构专用 | 国联民生证券股份有限公 | | | | | | | 司北京金宝街证券营业部 | | 2.80 | 204.79 | 73.14 | -8.75 | 机构专用 | 国联民生证 ...

Macro Strategy - The report highlights the focus on domestic economic policy changes driven by anti-involution and the Fourth Plenary Session [1] Fixed Income - The report discusses why domestic commercial banks are unlikely to shrink their balance sheets, citing factors such as economic slowdown, loose monetary policy, and the government's call for financial services to support the real economy [2] - It notes that while some small and medium-sized banks may consider balance sheet reduction, the overall probability for the industry is low [2] Industry Analysis New Industries - The company reported a revenue of 2.185 billion yuan in H1 2025, a decrease of 1.18% year-on-year, and a net profit of 771 million yuan, down 14.62% [4] - The overseas market showed strong performance with a revenue of 954 million yuan, an increase of 19.62% [5] - Domestic revenue was 1.229 billion yuan, down 12.81%, with a notable decline in reagent business [5] BYD Electronics - The company achieved a revenue of 80.61 billion yuan in H1 2025, a year-on-year increase of 2.6%, and a net profit of 1.73 billion yuan, up 14% [6] - The new energy vehicle business saw a revenue increase of 60.5% to 12.45 billion yuan, driven by smart cabin and driving products [6] Pinduoduo - The company’s profit exceeded expectations, leading to an adjustment in the Non-GAAP net profit forecast for 2025-2027 [9] Northern Huachuang - The company is benefiting from the domestic semiconductor equipment platform trend, with a focus on expanding its product line through acquisitions [10] Wan Ye Enterprises - The company reported a turnaround in H1 2025, driven by rapid growth in bismuth materials and semiconductor equipment [11] Horizon Robotics - The company achieved a revenue of 1.57 billion yuan in H1 2025, a 68% increase, with significant growth in chip shipments [12] BeiGene - The company’s core product sales are expected to drive revenue growth, with an upward revision of net profit forecasts for 2025-2027 [14] Jiuzhoutong - The company reported a revenue of 81.106 billion yuan in H1 2025, a 5.1% increase, with a net profit of 1.446 billion yuan, up 19.7% [15] Fenzhong Media - The company maintains a steady growth trajectory, with EPS forecasts for 2025-2027 remaining stable [16] High Measurement Co. - The company is entering the humanoid robot market, leveraging its core technology in grinding equipment [17] Tian Nai Technology - The company adjusted its profit forecast for 2025-2027, maintaining a "buy" rating due to the potential of single-wall carbon tubes [18] Hailiang Co. - The company is expected to see significant growth in the U.S. market, with net profit forecasts for 2025-2027 remaining stable [19] Sanofi - The company reported a revenue of 2.264 billion yuan in H1 2025, with strong performance in the overseas market [20] Xue Da Education - The company is positioned as a leading personalized education provider, with stable growth in its training business [22] Blue Sky Gas - The company is committed to high dividend payouts, with a focus on improving cash flow despite lower profits in H1 2025 [23] Haitian Precision - The company is experiencing short-term pressure on earnings but is steadily advancing its capacity and channel development [24] Solidarity Hall - The company is leveraging AI and overseas expansion to enhance its business model and revenue potential [25] Shoulu Hotel - The company is optimizing its hotel operations and expanding its footprint, with profit forecasts for 2025-2027 remaining stable [27] Changhua Group - The company is expected to see continued revenue growth, driven by new product launches and customer acquisition [28] SF Express - The company is entering a growth phase, with profit forecasts for 2025-2027 being adjusted upward [29] Oil and Gas Sector - The company is experiencing rapid growth in oil and gas production, with profit forecasts for 2025-2027 being adjusted upward [30] Alibaba - The company is focusing on cloud business growth and AI investments, with profit forecasts for FY2026-2028 being adjusted [31] Ding Sheng New Materials - The company is experiencing strong growth in battery foil shipments, with profit forecasts for 2025-2027 being adjusted [32] BYD - The company is facing increased competition, leading to adjustments in profit forecasts for 2025-2027 [34] Okai Yi - The company is experiencing steady revenue growth, with profit forecasts for 2025-2026 being adjusted downward [35] Maiwei Biotech - The company maintains its revenue forecasts for 2025-2027, focusing on strategic drug development [36] United Imaging - The company reported a revenue of 6.016 billion yuan in H1 2025, with strong growth in both domestic and overseas markets [37]

Summary of Key Points Core Viewpoint - In the past five trading days, a total of 545 companies were investigated by institutions, with a significant focus on companies like Mindray Medical, United Imaging Healthcare, and Aibo Medical, indicating strong institutional interest in the healthcare sector [1]. Group 1: Institutional Research Activity - 96.70% of the companies investigated had participation from securities firms, with 527 companies being researched [1]. - Fund companies conducted research on 451 companies, while private equity firms investigated 351 companies [1]. - Among the companies, 308 received attention from more than 20 institutions, with Mindray Medical being the most researched at 398 institutions [1]. Group 2: Fund Inflows and Stock Performance - Out of the stocks investigated by more than 20 institutions, 74 saw net inflows of funds in the past five days, with Changchun High-tech receiving the highest net inflow of 1.043 billion yuan [1]. - Other notable net inflows included Sanhua Intelligent Control and Tengjing Technology, with net inflows of 362 million yuan and 305 million yuan, respectively [1]. - In terms of stock performance, 97 stocks among those investigated saw price increases, with Tengjing Technology leading with a rise of 37.03% [2]. Group 3: Earnings Forecasts - Only two companies among those investigated released earnings forecasts for the first three quarters, both indicating profit increases [2]. - The highest expected net profit growth was from Zhongtai Co., with a median expected net profit of 340 million yuan, representing a year-on-year increase of 79.28% [2].

两融数据显示，该股最新融资余额为5.47亿元，近5日增加476.46万元，增幅为0.88%。（数据宝） 9月2日爱博医疗大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 价（%） | 业部 | | | 11.00 | 821.04 | 74.64 | -6.01 | 机构专 | 国联民生证券股份有限公司北京金 | | | | | | 用 | 宝街证券营业部 | | 9.00 | 671.76 | 74.64 | -6.01 | 机构专 | 国联民生证券股份有限公司北京金 | | | | | | 用 | 宝街证券营业部 | | 7.00 | 522.48 | 74.64 | -6.01 | 机构专 | 国联民生证券股份有限公司北京金 | | | | | | 用 | 宝街证券营业部 | | 7.00 | 522.48 | 74.64 | -6.01 | 机构专 | 国联民生证券股份有限公司北京金 | | | | | | 用 | 宝街证券营 ...

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3笔成交价格为74.64元，成交7.00万股，成交金额522.48万元，溢价率为-6.01%，买方营业部为机构 专用，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4笔成交价格为74.64元，成交7.00万股，成交金额522.48万元，溢价率为-6.01%，买方营业部为机构 专用，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1笔成交价格为74.64元，成交11.00万股，成交金额821.04万元，溢价率为-6.01%，买方营业部为机构 专用，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45笔大宗交易，合计成交金额为2.19亿元。该股近5个交易日累计 上涨2.02%，主力资金合计净流出4304.39万元。 第2笔成交价格为74.64元，成交9.00万股，成交金额671.76万元，溢价率为-6.01%，买方营业部为机构 专用，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。 责任编辑：小浪快报 第5笔成交价格为74.64元，成交3.00万股，成交 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company has shown a rapid recovery in performance in Q2 2025, with significant growth in contact lens sales [4] - Revenue for the first half of 2025 reached 787 million yuan, representing a year-on-year increase of 14.72%, while net profit attributable to the parent company was 213 million yuan, up 2.53% year-on-year [4] - The company has adjusted its earnings forecasts for 2025-2026, now expecting net profits of 434 million yuan in 2025 and 477 million yuan in 2026, with a new forecast for 2027 at 530 million yuan [4] Financial Performance - In Q2 2025, the company achieved revenue of 430 million yuan, a year-on-year increase of 14.44%, and a net profit of 121 million yuan, up 14.85% year-on-year [4] - The gross margin for the first half of 2025 was 65.25%, down 4.43 percentage points, while the net margin was 26.30%, down 2.75 percentage points [4] - The company’s contact lens business saw revenue of 236 million yuan in the first half of 2025, a significant increase of 28.89% [5] Business Segments - The artificial crystalline lens segment generated revenue of 345 million yuan in the first half of 2025, growing by 8.23%, with high-end products like "All View" multifocal lenses seeing rapid growth [5] - The company’s research and development expenses totaled 83 million yuan in the first half of 2025, representing 10.60% of revenue, with several products making progress in the approval process [6] Valuation Metrics - The current stock price corresponds to a price-to-earnings (P/E) ratio of 36.2 for 2025, 32.9 for 2026, and 29.6 for 2027 [4] - The projected revenue for 2025 is 1.645 billion yuan, with a year-on-year growth rate of 16.7% [8] - The company’s return on equity (ROE) is expected to be 14.2% in 2025, slightly decreasing to 13.6% by 2027 [8]

Core Viewpoint - Aibo Medical's stock has experienced fluctuations, with a year-to-date decline of 12.36% and recent gains over the past few trading days, indicating potential volatility in the market [1][2]. Company Overview - Aibo Medical, established on April 21, 2010, and listed on July 29, 2020, specializes in the research, production, and sales of ophthalmic medical devices [2]. - The company's revenue composition includes: 43.86% from artificial lenses, 30.06% from contact lenses, 15.14% from orthokeratology lenses, 6.01% from other myopia control products, 2.37% from other surgical products, 1.62% from other vision care products, and 0.95% from other income [2]. Financial Performance - For the first half of 2025, Aibo Medical reported a revenue of 787 million yuan, representing a year-on-year growth of 14.72%, and a net profit attributable to shareholders of 213 million yuan, with a growth of 2.53% [2]. - The company has distributed a total of 241 million yuan in dividends since its A-share listing, with 173 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, Aibo Medical had 15,400 shareholders, an increase of 58.37% from the previous period, with an average of 12,301 circulating shares per shareholder, a decrease of 36.86% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Hua Bao Zhong Zheng Medical ETF, with notable changes in their holdings [3].

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） | ...