美迪西1月25日公告，公司股东林长青计划自2026年2月24日起15个交易日后的3个月内，通过集中竞价 或大宗交易方式减持公司股份不超过80万股，即不超过公司总股本的0.60%。减持价格将根据减持时的 市场价格确定，减持原因为自身资金需求。 ...

股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 大股东持有的基本情况 截至本公告披露日，上海美迪西生物医药股份有限公司（以下简称"公司"） 股东林长青先生持有公司股份 3,931,170 股，占公司总股本的 2.93%，与其一致 行动人陈国兴先生合计持有公司股份 8,806,324 股股份，占公司总股本的 6.55%。 证券代码：688202 证券简称：美迪西 公告编号：2026-002 上海美迪西生物医药股份有限公司 上述股份来源于公司 IPO 前取得的股份以及公司实施资本公积金转增股本， 林长青的股份已于 2022 年 11 月 7 日起解禁上市流通。 减持计划的主要内容 因股东自身资金需求，公司股东林长青拟通过集中竞价或大宗交易的方式减 持合计不超过所持公司股票 800,000 股，即不超过公司总股本的 0.60%，自减持 计划披露之日起 15 个交易日后的 3 个月内（根据中国证监会及上海证券交易所 规定禁止减持的期间除外）实施。 上述股份减持价格按减持实施时的市场 ...

（记者 曾健辉） 每经头条（nbdtoutiao）——丹麦士兵荷枪实弹上岛，准备战斗！反击特朗普夺岛图谋，美最大债主3.6 万亿美元"金融核弹"可随时引爆，格陵兰风云骤起 每经AI快讯，美迪西1月25日晚间发布公告称，截至本公告披露日，上海美迪西生物医药股份有限公司 股东林长青先生持有公司股份约393万股，占公司总股本的2.93%，与其一致行动人陈国兴先生合计持 有公司股份约881万股股份，占公司总股本的6.55%。因股东自身资金需求，公司股东林长青拟通过集 中竞价或大宗交易的方式减持合计不超过所持公司股票80万股，即不超过公司总股本的0.6%，自减持 计划披露之日起15个交易日后的3个月内实施。 ...

证券代码：688202 证券简称：美迪西 公告编号：2026-001 上海美迪西生物医药股份有限公司 股东提前终止减持计划暨减持股份结果公告 本公司董事会、全体董事及相关股东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： 大股东持有的基本情况 本次减持计划实施前，上海美迪西生物医药股份有限公司（以下简称"公司"） 股东陈国兴先生持有公司股份 4,875,154 股，占公司总股本的 3.63%，与其一致 行动人林长青先生合计持有公司股份 8,806,324 股股份，占公司总股本的 6.55%。 上述股份来源于公司 IPO 前取得的股份以及公司实施资本公积金转增股本， 陈国兴的股份已于 2022 年 11 月 7 日起解禁上市流通。 减持计划的实施结果情况 2025 年 11 月 20 日，公司于上海证券交易所网站（www.sse.com.cn）披露 了《上海美迪西生物医药股份有限公司股东减持股份计划公告》（公告编号： 2025-069），因股东自身资金需求，公司股东陈国兴拟通过集中竞价或大宗交易 的方式减持合计不超过所持公司股票 ...

Core Viewpoint - The medical services sector experienced a decline of 1.5% on January 20, with Meidisi leading the drop. The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1]. Group 1: Stock Performance - The top gainers in the medical services sector included *ST Shengwu, which rose by 4.82% to close at 9.36, and Wo Men Fei Yu, which increased by 3.73% to 39.18 [1]. - Meidisi led the decliners, falling by 5.01% to a closing price of 63.18, followed by Bidai Pharmaceutical, which dropped 4.19% to 66.59 [2]. - The overall trading volume in the medical services sector showed significant activity, with Meidisi recording a transaction amount of 375 million [2]. Group 2: Capital Flow - The medical services sector saw a net outflow of 1.068 billion from institutional investors, while retail investors contributed a net inflow of 903 million [2]. - Notable stocks with significant capital inflow included Meidian Health, which had a net inflow of 40.6557 million from retail investors, despite a net outflow from institutional investors [3]. - The capital flow data indicates a mixed sentiment among different investor types, with institutional investors withdrawing funds while retail investors increased their positions [2][3].

Group 1 - The core viewpoint of the news is that Medisi's stock has experienced fluctuations, with a recent decline of 2.01% and a total market value of 8.756 billion yuan [1] - As of January 20, Medisi's stock price is 65.17 yuan per share, with a trading volume of 69.0561 million yuan and a turnover rate of 0.78% [1] - The company has seen a year-to-date stock price increase of 15.55%, but a decline of 9.61% over the last five trading days [1] Group 2 - Medisi's main business involves providing comprehensive new drug research and development services to pharmaceutical companies and other new drug research institutions, with preclinical research accounting for 50.34% and drug discovery and pharmaceutical research for 49.64% of its revenue [1] - As of September 30, the number of Medisi's shareholders has increased by 27.83% to 16,500, while the average circulating shares per person have decreased by 21.96% to 8,149 shares [2] - For the period from January to September 2025, Medisi achieved operating revenue of 843 million yuan, representing a year-on-year growth of 5.14%, while the net profit attributable to the parent company was -29.6849 million yuan, showing a year-on-year increase of 76.93% [2] Group 3 - Medisi has distributed a total of 158 million yuan in dividends since its A-share listing, with cumulative distributions of 33.9365 million yuan over the past three years [3]

Core Insights - The ACCESS ASIA BD Forum @JPM2026 highlighted the strategic role of Asia, particularly China, in global biopharmaceutical innovation and transactions, showcasing the capabilities of companies like Mediso in drug development partnerships [1][2]. Group 1: Company Contributions - Mediso demonstrated its integrated capabilities as a drug development partner, emphasizing its transition from a "service provider" to an "innovation ecosystem builder" within the Chinese CRO industry [1]. - The company’s comprehensive R&D service platform covers drug discovery, pharmaceutical research, and preclinical studies, significantly shortening development cycles and providing essential technical support for global licensing [1]. - Mediso's President, Dr. Duan Maosheng, presented case studies illustrating the CRO's increasing importance in complex target validation and differentiated molecular design [1]. Group 2: Industry Trends - Experts at the forum agreed that Chinese innovative drug assets are rapidly integrating into the global R&D system, with Mediso facilitating clients in asset valuation and international collaboration [2]. - The discussions highlighted new cooperation models and growth points arising from the globalization of markets, capital, and technology, with Asia, especially China, becoming an indispensable part of the global biopharmaceutical value chain [2]. - The forum served as a valuable platform for global biopharmaceutical ecosystems, emphasizing the critical role of Chinese R&D service companies in promoting international collaboration [3]. Group 3: Event Highlights - Mediso showcased its client posters and casebook, "The Blueprint: A Portfolio of Executed Programs," which attracted significant attention and illustrated the company's interdisciplinary and cross-regional R&D service capabilities [3]. - The event featured various presentations and discussions that underscored Mediso's strength as an integrated partner in drug development and its commitment to driving innovation [3].

Group 1 - The core viewpoint of the article is that the Chinese CRO industry is transitioning from being mere service providers to becoming innovative ecosystem builders, as highlighted by Dr. Duan Maosheng at the ACCESS ASIA forum [1] - The forum discussed cutting-edge topics such as antibody-drug conjugates (ADC), cell and gene therapy (CGT), and AI-driven drug discovery, reflecting global capital's interest in innovation [1] - China is increasingly important in the global pharmaceutical innovation landscape due to its regulatory alignment with international standards, talent return, and technological accumulation [1] Group 2 - Mediso, a leading one-stop drug R&D service platform, has invested approximately 2,000 square meters in a research office in Boston to support its globalization strategy and meet the growing demands of overseas clients [2] - The company emphasizes its role as a partner alongside clients, not just a service provider, and aims to help clients navigate asset valuation, development planning, and international negotiations [2] - Mediso has supported the successful internationalization of multiple innovative drugs and is focused on aiding emerging pharmaceutical companies in their global strategies [3] Group 3 - As of now, Mediso has participated in the development of 588 new drug projects that have received clinical trial approvals from regulatory bodies such as China's NMPA, the US FDA, and Australia's TGA from 2015 to June 2025 [3] - The company has averaged about 100 IND approvals annually in the past three years, accelerating the drug development process [3] Group 4 - Huaxi Securities has raised its earnings forecast for Mediso, anticipating that the company will benefit from improving domestic market conditions and has maintained a "buy" rating [5]

Group 1 - WuXi AppTec (药明康德) is a leading global pharmaceutical R&D outsourcing company with a comprehensive layout in AI healthcare, integrating AI technology throughout the drug development process [1] - The AI drug discovery platform developed by WuXi AppTec utilizes machine learning to analyze vast compound data, significantly shortening the early development cycle of small molecules and biologics [1] - The platform has been applied in new drug development projects for oncology and neurodegenerative diseases [1] Group 2 - Aier Eye Hospital (爱尔眼科) is a leading domestic eye care chain focusing on the intelligent upgrade of the entire eye diagnosis and treatment process through AI [2] - The AI fundus screening system developed by Aier can accurately identify common eye diseases with an accuracy rate exceeding 95%, implemented in over a thousand grassroots eye clinics and health check centers nationwide [2] - The company also utilizes AI technology to create personalized correction plans for myopia patients and enhance the precision and safety of surgeries [2] Group 3 - Kanglong Chemical (康龙化成) is a core player in the domestic pharmaceutical R&D outsourcing sector, leveraging AI technology to enhance R&D service efficiency [3] - The AI drug development platform integrates molecular simulation and machine learning, reducing compound screening cycles from months to weeks [3] - AI is also used to construct disease models and simulate drug metabolism processes, improving data accuracy and reducing animal usage [3] Group 4 - Tigermed (泰格医药) is a leading clinical trial CRO in China, focusing on the intelligent transformation of the entire clinical trial process through AI [4] - The AI clinical trial management system enables intelligent project initiation, patient recruitment, and data management, improving recruitment efficiency by over 30% [4] - AI algorithms are employed for real-time monitoring of clinical trial data, providing precise risk warnings and decision-making support for pharmaceutical companies [4] Group 5 - Kelaiying (凯莱英) is a global leader in the pharmaceutical CDMO sector, applying AI technology to enhance drug production and R&D [5] - AI algorithms are used to design optimal chemical synthesis pathways, reducing production costs and enhancing safety and yield [5] - The company has developed an AI drug R&D platform to predict the physicochemical properties and biological activity of compounds, aiding in the rapid selection of candidate drug molecules [5] Group 6 - Meinian Health (美年健康) is a leading health checkup company in China, with AI healthcare as a core driver for upgrading its services [6] - The AI intelligent health check system covers the entire process from appointment scheduling to health report interpretation, with AI imaging diagnosis achieving accuracy close to that of professional doctors [6] - The company integrates national health check big data to conduct chronic disease trend research, supporting public health decision-making [6] Group 7 - Zhaoyan New Drug (昭衍新药) is a leader in non-clinical safety evaluation of drugs, focusing on the intelligent upgrade of drug safety evaluation through AI [7] - The AI drug safety prediction platform integrates vast toxicology data and machine learning algorithms to predict potential toxicity of new drugs early [7] - AI technology is also used for intelligent monitoring of experimental animals, enhancing data accuracy and reliability [7] Group 8 - BGI Genomics (华大基因) is a leading global player in the field of gene sequencing, deeply integrating AI technology with gene sequencing [8] - AI algorithms are applied to analyze gene sequencing data, significantly improving the efficiency and accuracy of genetic disease diagnosis [8] - The company has developed a big data platform to support precision medicine and drug development through AI analysis of vast genetic data [8] Group 9 - Tongce Medical (通策医疗) is a leading domestic dental care chain focusing on the intelligent upgrade of dental diagnosis and treatment through AI [9] - The AI dental imaging diagnosis system can automatically analyze dental CT and panoramic images, assisting dentists in making accurate diagnoses [9] - The company also utilizes AI technology to optimize patient appointment and triage systems, enhancing patient flow and reducing wait times [9] Group 10 - Haoyuan Pharmaceutical (皓元医药) is a core player in the domestic pharmaceutical reagents and raw materials sector, focusing on intelligent upgrades in drug and reagent development through AI [10] - The AI molecular design platform significantly shortens the discovery cycle of lead compounds in drug development [10] - AI technology is also used to optimize inventory management, reducing costs and improving supply chain efficiency [10] Group 11 - Jiuzhou Pharmaceutical (九洲药业) is an important player in the domestic CDMO sector, focusing on the intelligent upgrade of drug production and R&D through AI [11] - AI algorithms are utilized to design optimal chemical synthesis pathways, enhancing yield and reducing production costs [11] - The company has developed an AI drug R&D platform to predict the biological activity and pharmacokinetic properties of compounds [11] Group 12 - KingMed Diagnostics (金域医学) is a leading third-party medical testing company in China, with AI healthcare applications throughout the testing process [12] - The AI data analysis system can automatically analyze vast testing data, quickly identifying abnormal indicators and generating reports [12] - The company also integrates national testing big data to conduct epidemiological research, supporting public health prevention efforts [12] Group 13 - Dian Diagnostics (迪安诊断) is a leading third-party medical diagnostic service provider, with AI healthcare as a core driver for enhancing diagnostic capabilities [13] - The AI diagnostic platform covers multiple fields, achieving over 90% accuracy in identifying tumor cells and infectious lesions [13] - AI technology is also used to optimize testing processes, improving laboratory throughput and efficiency [13] Group 14 - Chengdu XianDao (成都先导) is a leading new drug development company, deeply integrating AI technology with its core DNA-encoded compound library business [14] - AI algorithms are used to design DNA-encoded compound libraries, significantly improving screening efficiency and hit rates [14] - The company has developed a cloud computing platform for AI drug R&D, providing intelligent services to global pharmaceutical companies [14] Group 15 - Sanbo Brain Science (三博脑科) is a specialized medical service institution in the field of neurosurgery, with AI applications in both healthcare and brain-computer interface technology [15] - The AI neuroimaging diagnosis system can automatically analyze brain CT and MRI images, assisting in diagnosing neurological diseases [15] - The company collaborates with research institutions to conduct clinical studies on brain-computer interfaces, helping patients regain motor function [15] Group 16 - Innovation Medical (创新医疗) is a comprehensive medical service enterprise focusing on intelligent upgrades in rehabilitation and orthopedic diagnosis through AI [16] - The AI rehabilitation assessment system collects patient movement data to automatically evaluate rehabilitation effectiveness and adjust training plans [16] - AI technology is also used to analyze X-ray and CT images for orthopedic diagnosis, enhancing the precision of surgical planning [16]

Core Concept - The article discusses the transformative potential of AI for Science (AI4S) in reshaping China's technological landscape, emphasizing its role in enhancing foundational research efficiency and addressing critical industry challenges [3][9][10]. Group 1: AI4S Overview - AI4S represents a paradigm shift in scientific research, moving from a trial-and-error approach to a data and model-driven methodology, which is crucial for overcoming efficiency bottlenecks in foundational research [3][4]. - The integration of AI into foundational research is seen as a key factor for China's technological breakthroughs, particularly in critical sectors such as new materials, biomedicine, and semiconductors [3][9]. Group 2: Applications in New Materials - Fangda Carbon (600516.SH) and Jingtai Technology's collaboration exemplifies the application of AI4S in new materials, significantly reducing the research and development cycle from 2-3 years to 3-6 months [5]. - The partnership aims to optimize production processes and improve product yield by over 15%, showcasing the practical benefits of AI integration in traditional manufacturing [5]. Group 3: Applications in Biomedicine - Medicy (688202.SH) has redefined the drug development process through AI, achieving a significant reduction in the clinical research cycle by 40% and enhancing the accuracy of toxicity predictions to 92% [6][7]. - The company’s AI-driven platform integrates advanced technologies like Google’s AlphaFold3 and NVIDIA’s BioNeMo, allowing for rapid iteration in drug discovery and positioning China at the forefront of global pharmaceutical research [6][7]. Group 4: Applications in Semiconductors - DaoTech (300409.SZ) addresses the computational challenges in AI4S by developing specialized chips for atomic-level scientific calculations, which are essential for both materials and chip research [8]. - The establishment of the Hexi Atomic Computing Center enables a synergistic relationship between chip development and materials design, enhancing the efficiency of both fields [8]. Group 5: Market Dynamics and Future Outlook - The success of AI4S in China is attributed to a combination of industry demand, technological innovation, and supportive government policies, which collectively foster a conducive environment for AI integration in foundational research [9]. - Despite challenges such as data scarcity and talent shortages, AI4S presents unprecedented opportunities for China to advance in foundational research areas, potentially leading to a shift from a follower to a leader in global technology innovation [9][10].