这种走势背后，是不是出乎很多市场投资人的预料？力场君就不多做评价了。但就亚辉龙的经营情况， 却出乎很多机构的预料吧，特别是方正证券（601901.SH）的分析师周超泽。 登录新浪财经APP 搜索【信披】查看更多考评等级 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！ 来源：基本面力场 今年2月初，亚辉龙（维权）（688575.SH）发布公告称，因涉嫌信息披露违法违规，被证监会予以立 案调查。 公告发布后，亚辉龙股价波动并不大，次日跌幅还不到3%。但往前看几天，波动却让人咋舌，先是在1 月5日和6日大幅拉高，1月7日却上演了高开低走大阴线，随后一路震荡下跌，把1月7日追高的资金套了 个结结实实。 力场君查询到，在亚辉龙因信披违规遭立案前不久，方正证券两次发布研究报告，针对亚辉龙给出"推 荐"评级。 先是8月底，发布了题为《国内业绩短期承压，关注装机+出海驱动业绩回升》，判断驱动下半年公司 业绩回升，并针对2025年和2026年的归母净利给出了1.26亿元和2.97亿元的预测值。 随后亚辉龙在10月底发布的三季报，报出了还不到5500万元的归母净利润水平，这与此前在研报中的预 测值，相差 ...

Recent Events - Yahui Long (688575) announced on February 6, 2026, that it received a notice of investigation from the China Securities Regulatory Commission (CSRC) due to misleading statements in a brain-computer interface strategic cooperation announcement made on January 7, 2026, which initially claimed the partner had invasive technology but later corrected it to only non-invasive technology [2] - Tian Sheng New Materials (300169) was also investigated on the same day, potentially involving undisclosed related party transactions for the year 2023. The company is at a critical period of control change, with the investigation results pending final determination by the CSRC [2] Performance and Operations - Yahui Long reported a 72.36% year-on-year decline in net profit for the first three quarters of 2025, indicating that the brain-computer interface cooperative product is still in the early stages of development, which carries uncertainties [3] - Tian Sheng New Materials has incurred losses for six consecutive years and has negative net assets, with the investigation potentially affecting the process of control change [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 来源：公司公告 2026年2月6日，深圳市亚辉龙生物科技股份有限公司（股票代码：688575，以下简称"亚辉龙"）发布公告称，公司于当日收到中国证券监督管理委员会 （以下简称"证监会"）下发的《立案告知书》。 因公司涉嫌在信息披露中存在误导性陈述，根据《中华人民共和国证券法》等相关法律法规，证监会决定对公司立案调查。 尽管亚辉龙已收到交易所警示，但监管并未止步。2月6日，证监会正式对其立案调查。下一步，证监会将在全面调查的基础上依法处理，切实维护市场健 康发展。 本文为转载发布，仅做分享，文章中观点仅代表原平台作者观点，与本平台无关。如若本文有与贵平台发布原创内容有重合之处，或未经授权使用，系原 平台行为，本平台仅转载。您可以第一时间联系我们删除文章，我们会立即响应！ 登录新浪财经APP 搜索【信披】查看更多考评等级 来源：公司公告 亚辉龙（股票代码：688575）成立于2008年，总部位于深圳，是一家专注于体外诊断（IVD）领域的高新技术企业。公司主营业务为化学发光免疫诊断试 剂、生化诊断试剂及相关仪器的研发、生产和销售，拥有自主研发的磁微粒化学发光技术平台 ...

Core Viewpoint - Shenzhen Yahui Long Biotechnology Co., Ltd. (stock code: 688575) has received a notice from the China Securities Regulatory Commission (CSRC) regarding a formal investigation for suspected violations of information disclosure laws [1] Group 1: Investigation Details - The CSRC has decided to initiate a formal investigation against the company due to alleged violations of the Securities Law of the People's Republic of China and the Administrative Penalty Law [1] - The company will actively cooperate with the CSRC during the investigation and will adhere to regulatory disclosure obligations [1] - As of the announcement date, the company has not received a final conclusion from the CSRC regarding the investigation [1] Group 2: Investor Compensation - Investors who purchased Yahui Long shares between the listing date and February 7, 2026, and either held or sold the shares after February 8, 2026, may be eligible for compensation [2] - The initial compensation conditions are subject to confirmation by the court's effective judgment [2] - Required documentation for compensation includes original transaction statements, copies of investor identification, and confirmation of securities account information from the brokerage [3]

对此，上海百悦律师事务所牛彬律师表示，亚辉龙因涉嫌信息披露违法违规被证监会立案，受损投资者 可依法索赔。暂定：于2026年2月7日之前买入亚辉龙股票，且在2026年2月8日之后卖出或继续持有该股 票的亏损投资者，符合初步索赔条件。 初步索赔范围： 在上市后至2026年2月7日期间买入亚辉龙（688575）股票，并在2026年2月8日收 盘时仍持有或此后卖出的受损投资者。（最终索赔条件以法院生效判决认定为准）（亚辉龙维权入口） 登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我 2026年2月6日，深圳市亚辉龙（维权）生物科技股份有限公司（证券简称：亚辉龙，证券代码： 688575）发布《关于收到中国证券监督管理委员会立案告知书的公告》。公告显示：公司于2026年2月6 日收到中国证监会下发的《立案告知书》（编号：证监立案字00720262号）。根据《立案告知书》，因 涉嫌信息披露违法违规，根据《中华人民 ...

中经记者 陈婷 赵毅 深圳报道 2月9日，亚辉龙（688575.SH）股价低开，截至当日收盘报14.02元/股，跌幅2.98%。 当天，亚辉龙在问询函回复公告中表示，脑机星链目前在研产品的技术路线与马斯克创建的脑机接口公 司Neuralink在技术路线上存在本质区别，目前也尚无侵入式技术布局。此外，脑机星链成立时间短、规 模较小，相关产品尚未进入注册申报阶段。 亚辉龙方面补充称，公司与脑机星链拟合作研发的相关领域均为非侵入式技术路径，目前尚处于早期阶 段，相关项目预估研发投入3000万元左右，公司具体投入金额尚需根据研发项目实际情况，结合公司自 身需求以及未来与脑机星链的协商最终确定。相关项目开发周期较长，存在不确定性，双方也尚未明确 合作的具体安排。亚辉龙拟投资脑机星链金额不超过1500万元。 随后，亚辉龙相关公告对脑机星链技术路径是否包含侵入式的表述前后不一致，也未就合作协同性、可 行性以及后续合作不确定性等投资者关注的重点事项进行充分提示风险，信息披露不准确、不完整，亚 辉龙及有关责任人被上交所采取监管警示措施。 对于此次被立案调查是否对脑机接口业务带来影响，以及该业务合作的最新进展，记者致电致函亚辉龙 ...

长江商报消息●长江商报记者 徐佳 一个月时间，亚辉龙（688575.SH）从"热点追捧者"转变到"信披违规被查对象"。 2月6日晚间，亚辉龙发布公告称，因涉嫌信息披露违法违规，根据相关法律法规，中国证监会决定对公 司予以立案。 长江商报记者注意到，亚辉龙被立案，与其在1月6日宣布进军脑机接口领域有关。彼时，上交所已经因 亚辉龙信披前后矛盾、不准确、不完整等问题，对公司及时任董秘予以监管警示。随着证监会正式立 案，亚辉龙的信披合规问题再次引发关注。 作为一家体外诊断公司，因"蹭热点"被监管的背后，是亚辉龙业绩承压。业绩预告显示，受主业市场需 求减少及"炒股"亏损等因素影响，亚辉龙预计2025年度实现归属于母公司所有者的净利润（以下简 称"归母净利润"）为2000万至3000万元，同比下降90.05%至93.37%。 因信披违规被证监会立案 亚辉龙本次被立案，与其在一个月前蹭上"脑机接口"热点有关。 1月6日晚间，亚辉龙发布了一则关于公司签订战略合作框架协议的公告。公告称，亚辉龙与深圳脑机星 链科技有限公司（以下简称"脑机星链"）签署了《战略合作框架协议》，根据亚辉龙在急诊、脑疾病诊 断、儿科等领域强大销售渠道及 ...

Core Viewpoint - The company, specializing in the IVD (in vitro diagnostics) sector, is under investigation by the China Securities Regulatory Commission (CSRC) for alleged misleading disclosures related to a strategic cooperation agreement with Shenzhen Brain Machine Star Chain Technology Co., Ltd. [2][7] Company Overview - The company is engaged in the research, production, sales, and service of IVD products and is recognized as a national high-tech enterprise with numerous intellectual property rights [6][7] - It has received multiple awards, including the Shenzhen Science and Technology Progress Award and the Guangdong Province Patent Award [6] Regulatory Issues - On February 6, 2026, the CSRC issued a notice of investigation due to potential violations of information disclosure laws concerning the strategic cooperation agreement with Brain Machine Star Chain [2][7] - The initial announcement on January 6, 2026, claimed collaboration in product development and market promotion, but subsequent disclosures clarified that the products were still in early research or preclinical stages [2][7] Market Reaction - The "brain-machine interface" concept is currently a market hotspot, leading to a significant increase in the company's stock price, which rose by 6.52% with trading volume up by 299% compared to the previous day [3][8] - The company is urged to ensure that all disclosures related to this hot topic are accurate and complete to avoid misleading investors [3][8]

Core Viewpoint - Two listed companies, Yahui Long and Tiansheng New Materials, were investigated for information disclosure violations, impacting their stock prices and investor confidence [1][3]. Group 1: Investigation Reasons - Yahui Long's investigation is linked to misleading statements in a recent announcement regarding a strategic cooperation in the "brain-computer interface" sector, which led to a significant stock price increase before a corrective announcement was made [3][4]. - Tiansheng New Materials is under investigation for failing to disclose related party transactions, particularly concerning its financial information from 2023, with ongoing uncertainty about the specifics of the violations [4]. Group 2: Financial Performance and Challenges - Yahui Long reported a significant decline in performance, with a 7.69% drop in revenue to 1.287 billion yuan and a 72.36% decrease in net profit to 60.42 million yuan for the first three quarters of 2025, attributing the downturn to healthcare cost control policies and increased market competition [6][7]. - Tiansheng New Materials faces a more severe situation, with a 16.71% drop in revenue to 334 million yuan and a net loss of 83.12 million yuan for the same period, alongside a negative equity of 30.62 million yuan, risking delisting if the situation does not improve [7]. Group 3: Regulatory Environment - The recent investigations of Yahui Long and Tiansheng New Materials are part of a broader trend, with eight companies being investigated by the regulatory authority since the beginning of 2026, indicating a tightening regulatory environment with a focus on specific disclosure violations [9].

Group 1 - The core issue revolves around misleading statements made by the company regarding its involvement in the brain-computer interface sector, leading to a regulatory investigation by the China Securities Regulatory Commission (CSRC) [1][4] - The company announced a strategic cooperation framework in early January, claiming its partner was engaged in both invasive and non-invasive technologies, which resulted in a 6.52% increase in stock price and a nearly threefold increase in trading volume on the announcement day [1][4] - Following regulatory scrutiny, the company issued a supplementary announcement clarifying that the partner had no invasive technology and was only in the early stages of non-invasive technology development, revealing significant discrepancies in their disclosures [2][4] Group 2 - Prior to the CSRC's investigation, the Shanghai Stock Exchange had already issued a regulatory warning on January 7, highlighting inaccuracies and incompleteness in the company's disclosures [3][5] - The exchange emphasized the need for the company to provide adequate risk warnings regarding the feasibility and uncertainties of the partnership, as the brain-computer interface is a highly scrutinized market area [5] - The company has been ordered to submit a comprehensive rectification report, with all directors and executives required to confirm their signatures, and to conduct a thorough internal compliance review [5]