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爱威科技股价近期波动上涨,政策利好IVD行业转型
Jing Ji Guan Cha Wang· 2026-02-11 04:47
近期事件 2月5日,国家医保局发布《关于加快医疗保障领域场景培育和开放支持新场景大规模应用的通知》,政 策聚焦医保服务创新,推动IVD行业向"检测+AI+服务"模式转型,可能为爱威科技等体外诊断企业带来 新市场机会。此外,公司近期在投资者互动中表示,已通过新设子公司(如湖南爱威检验、北京爱微智 检)拓展下游检验服务,布局"设备+服务"双轮驱动战略。 经济观察网近7天,爱威科技(688067)股价呈现波动上涨态势,区间累计涨幅为2.69%,振幅达6.16%。 具体来看,2月9日股价上涨2.07%,收盘报29.05元,主力资金净流入328.91万元;2月10日股价回调 0.96%,但主力资金仍净流入380.28万元;截至2月11日最新数据,股价报29.00元,当日涨幅0.80%。资 金流向显示,近期主力资金整体呈净流入状态,反映市场关注度较高。 机构观点 湘财证券2月8日发布的体外诊断周报指出,尽管当周板块下跌1.28%,但爱威科技表现居前(周涨幅 +1.4%)。政策驱动下,IVD行业有望加速与AI、医保支付融合,长期利好具备技术和服务整合能力的企 业。 以上内容基于公开资料整理,不构成投资建议。 ...
体外诊断行业周报 2026.2.2-2026.2.7:医保新场景驱动 IVD 迈向“AI+服务”新生态-20260208
Xiangcai Securities· 2026-02-08 14:04
Investment Rating - The report maintains an "Overweight" rating for the in vitro diagnostics (IVD) industry [7]. Core Views - The recent policy from the National Healthcare Security Administration aims to transform the role of healthcare insurance from a payer to an innovator, significantly impacting the IVD industry by promoting solutions that integrate "testing + AI + services" [5][51]. - The domestic IVD industry is currently in a bottoming phase, with a strong focus on the growth potential of immunodiagnostics, particularly in chemiluminescence and molecular diagnostics such as PCR [5][51]. - The report highlights that the biochemical diagnostics sector in China has largely completed its localization process, reducing reliance on foreign technologies [5]. Summary by Sections Industry Performance - The pharmaceutical and biological sector rose by 0.14%, ranking 15th among 31 primary industries, while the IVD sector fell by 1.28% [2][10]. - The IVD sector's current PE (ttm) is 39.37X, with a PB (lf) of 1.80X, showing a slight decrease from the previous week [4][31]. Company Performance - Notable performers in the medical services sector include SAIKOSHI (+14.5%), Ruiang Gene (+3.1%), and Rendu Bio (+2.6%), while underperformers include Cap Bio (-6.8%) and Hotgen Bio (-6.4%) [3][26]. - The report suggests focusing on companies like YHLO Biotech and Shengxiang Bio in the immunodiagnostics and molecular diagnostics fields due to their growth potential [5][51]. Market Trends - The report indicates that the IVD industry is experiencing a shift towards integrating new technologies and payment methods, driven by recent policy changes [5][51]. - The overall IVD market is expected to continue its steady growth, with significant opportunities arising from the integration of AI and innovative products [5][51].
爱威科技:2025年上半年公司境外业务收入占营业收入的比重为7.86%
Zheng Quan Ri Bao Wang· 2026-01-19 13:43
证券日报网讯 1月19日,爱威科技在互动平台回答投资者提问时表示,2025年上半年公司境外业务收入 占营业收入的比重为7.86%。目前公司对欧盟市场的销售主要采取代理商销售模式。 ...
医疗器械板块1月16日跌1.58%,康众医疗领跌,主力资金净流出13.95亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-16 08:56
Core Viewpoint - The medical device sector experienced a decline of 1.58% on January 16, with Kangzhong Medical leading the losses, while the Shanghai Composite Index fell by 0.26% and the Shenzhen Component Index decreased by 0.18% [1]. Group 1: Market Performance - The medical device sector's stocks showed mixed performance, with notable gainers including Huakang Clean (20.01% increase) and Yirui Technology (4.60% increase) [1]. - Conversely, Kangzhong Medical saw a significant drop of 8.60%, followed by Huada Zhizao with a decline of 6.61% [2]. - The overall trading volume in the medical device sector was substantial, with Huakang Clean achieving a transaction amount of 707 million yuan [1]. Group 2: Capital Flow - The medical device sector experienced a net outflow of 1.395 billion yuan from major funds, while retail investors contributed a net inflow of 1.42 billion yuan [2]. - Specific stocks like Huakang Clean had a net inflow of 58.17 million yuan from major funds, while retail investors showed a net outflow of 46.88 million yuan [3]. - The capital flow dynamics indicate a shift in investor sentiment, with retail investors actively participating despite the overall sector decline [2][3].
爱威科技1月9日现1笔大宗交易 总成交金额300.36万元 溢价率为-4.50%
Xin Lang Zheng Quan· 2026-01-09 09:51
进一步统计,近3个月内该股累计发生7笔大宗交易,合计成交金额为2158.31万元。该股近5个交易日累 计上涨6.72%,主力资金合计净流出353.18万元。 1月9日,爱威科技收涨1.63%,收盘价为26.21元,发生1笔大宗交易,合计成交量12万股,成交金额 300.36万元。 第1笔成交价格为25.03元,成交12.00万股,成交金额300.36万元,溢价率为-4.50%,买方营业部为华泰 证券股份有限公司天津东丽开发区二纬路证券营业部,卖方营业部为国联民生证券股份有限公司北京建 材城西路证券营业部。 责任编辑:小浪快报 ...
爱威科技今日大宗交易折价成交12万股,成交额300.36万元
Xin Lang Cai Jing· 2026-01-09 09:38
Group 1 - On January 9, Awei Technology executed a block trade of 120,000 shares, with a transaction amount of 3.0036 million yuan, accounting for 6.46% of the total trading volume for that day [1] - The transaction price was 25.03 yuan, which represents a discount of 4.5% compared to the market closing price of 26.21 yuan [1][2] - The buying brokerage for the transaction was identified as "Duoduo," while the selling brokerage was noted as "190" [2]
爱威科技股份有限公司 关于获得湖北省科学技术进步奖二等奖的自愿性披露公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-01-07 23:04
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。 爱威科技股份有限公司(以下简称 "公司")近日收到湖北省人民政府颁发的科学技术奖励证书,公司 参与完成的"急性白血病骨髓分子诊断关键技术创新及临床应用"项目荣获2025年度湖北省科学技术进步 奖二等奖,相关情况如下: 一、基本情况 项目名称:急性白血病骨髓分子诊断关键技术创新及临床应用 奖项名称:2025年度湖北省科学技术进步奖二等奖 主要完成人:周芙玲、雷诚、孙洪荣、李雪梅、刘晓燕、吴金娴、童振、沈辉、喻亚兰、张沪寅、孟宪 梅、李段滕川、刘银、黄婷婷、潘宇哲 主要完成单位:武汉大学、上海埃斯埃医疗技术有限公司、武汉康录生物技术股份有限公司、上海交通 大学、爱威科技股份有限公司 "急性白血病骨髓分子诊断关键技术创新及临床应用"项目针对急性白血病"早期识别难、治疗窗口窄、 分型滞后、全程监测依赖度高"等四大临床难题,首创"分子机制一取样工具一诊断平台一临床应用"四 位一体的全病程诊断技术体系。率先揭示"ROS-JAB1-TRX"通路驱动白血病干细胞恶性增殖的氧化应激 机制,阐明 ...
爱威科技股份有限公司关于获得湖北省科学技术进步奖二等奖的自愿性披露公告
Shang Hai Zheng Quan Bao· 2026-01-07 19:01
证券代码:688067 证券简称:爱威科技 公告编号:2026-002 爱威科技股份有限公司 关于获得湖北省科学技术进步奖二等奖的自愿性披露公告 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。 主要完成单位:武汉大学、上海埃斯埃医疗技术有限公司、武汉康录生物技术股份有限公司、上海交通 大学、爱威科技股份有限公司 "急性白血病骨髓分子诊断关键技术创新及临床应用"项目针对急性白血病"早期识别难、治疗窗口窄、 分型滞后、全程监测依赖度高"等四大临床难题,首创"分子机制一取样工具一诊断平台一临床应用"四 位一体的全病程诊断技术体系。率先揭示"ROS-JAB1-TRX"通路驱动白血病干细胞恶性增殖的氧化应激 机制,阐明染色体异常与白血病发病机制的关联,研发"单点双检"无痛穿刺针与冻存液系统,攻克白血 病穿刺难、样本活性差等瓶颈;构建高复现性PDX模型并开发EasyCatch、CoHIT等基因检测技术,形 成可推广的分子诊断流程。平台成果已在多地推广应用,显著提升白血病缓解率与生活质量,为白血病 实现快速诊断、动态监测与精准治疗提供了 ...
爱威科技(688067) - 爱威科技关于获得湖北省科学技术进步奖二等奖的自愿性披露公告
2026-01-07 08:00
证券代码:688067 证券简称:爱威科技 公告编号:2026-002 的自愿性披露公告 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。 爱威科技股份有限公司 爱威科技股份有限公司(以下简称 "公司")近日收到湖北省人民政府颁 发的科学技术奖励证书,公司参与完成的"急性白血病骨髓分子诊断关键技术创 新及临床应用"项目荣获 2025 年度湖北省科学技术进步奖二等奖,相关情况如 下: 关于获得湖北省科学技术进步奖二等奖 一、基本情况 项目名称:急性白血病骨髓分子诊断关键技术创新及临床应用 奖项名称:2025 年度湖北省科学技术进步奖二等奖 主要完成人:周芙玲、雷诚、孙洪荣、李雪梅、刘晓燕、吴金娴、童振、沈 辉、喻亚兰、张沪寅、孟宪梅、李段滕川、刘银、黄婷婷、潘宇哲 主要完成单位:武汉大学、上海埃斯埃医疗技术有限公司、武汉康录生物技 术股份有限公司、上海交通大学、爱威科技股份有限公司 "急性白血病骨髓分子诊断关键技术创新及临床应用"项目针对急性白血病 "早期识别难、治疗窗口窄、分型滞后、全程监测依赖度高"等四大临床难题, 首创" ...
爱威科技获得湖北省科学技术进步奖二等奖
Zhi Tong Cai Jing· 2026-01-07 07:45
Core Viewpoint - Aivi Technology (688067.SH) has received a scientific and technological achievement award from the Hubei Provincial People's Government for its project on "Key Technological Innovations and Clinical Applications of Molecular Diagnosis for Acute Leukemia" which won the second prize of the 2025 Hubei Provincial Science and Technology Progress Award [1] Group 1 - The award recognizes the company's technological innovation and research capabilities [1] - The company plans to increase its research efforts to enhance its technological innovation capabilities [1] - The recognition is expected to further strengthen the company's core competitiveness [1]