21世纪经济报道记者 唐唯珂 广州报道 据新华社消息，4月以来，美国政府宣布对中国输美商品征收"对等关税"的税率进一步提高至125%。经国务院批准，国务院关税税则委员会公布公告，自 2025年4月12日起，调整《国务院关税税则委员会关于调整对原产于美国的进口商品加征关税措施的公告》（税委会公告2025年第5号）规定的加征关税税 率，由84%提高至125%。 达安基因、易瑞生物等企业明确表示没有对美国的产品出口，因此不受关税政策直接影响；而新产业、圣湘生物、亚辉龙等公司来自美国的营收占比普遍不 足1%，业务重心分布在欧洲、拉美、中东和东南亚等地区，使得关税调整对其海外业务冲击有限。 此外，部分企业如上海太阳生物已实现原料国产化或供应链自主可控，进一步降低了进口依赖带来的风险。整体来看，IVD行业并未出现大规模负面影响， 展现出较强的抗风险能力。 打破进口依赖 IVD行业的技术依赖呈现出明显的金字塔结构：在高端设备的应用逐渐普及的同时，某些关键原材料却依赖进口。以化学发光仪为例，国内70%以上的磁微 粒化学发光设备的核心光学部件依赖进口，而核酸提取试剂中的关键酶原料也有90%来自欧美供应商。 此前即有分析人士指出 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Aihua Long, indicating a decline in revenue and profit compared to the previous year [1][2] - As of April 16, Aihua Long's stock closed at 14.92 yuan, down 1.19%, with a rolling PE ratio of 28.21 times and a total market capitalization of 8.511 billion yuan [1] - The company ranks 70th in the medical device industry, which has an average PE ratio of 45.94 times and a median of 29.64 times [1][2] Group 2 - Aihua Long's latest quarterly report for Q3 2024 shows a revenue of 1.394 billion yuan, a year-on-year decrease of 9.78%, and a net profit of 219 million yuan, down 23.29% [1] - The company's gross profit margin stands at 63.69% [1] - Aihua Long specializes in the research, production, and sales of in vitro diagnostic instruments and related reagents, with a focus on chemiluminescence immunoassay [1]

Summary of Conference Call Records Company and Industry - The conference call primarily discusses **亚辉龙 (Yahuilong)**, an innovative IVD (In Vitro Diagnostics) company focusing on the integration of AI technology in medical diagnostics [1][2][3][4]. Core Points and Arguments 1. **AI Integration in Diagnostics**: The company emphasizes the transformative potential of AI technologies, such as DeepSeek, in reshaping the medical industry, particularly in IVD applications [1]. 2. **ANA Intelligent Interpretation System**: The company has developed an ANA intelligent interpretation system based on the Transformer architecture, achieving an accuracy rate of 91.3% in identifying rare core diseases, significantly improving upon traditional CNN models [2]. 3. **Reduction of False Negatives**: The ANA system aims to keep the false negative rate below 0.3%, allowing doctors to focus more on clinical research and improving early diagnosis and treatment of autoimmune diseases in grassroots hospitals [3]. 4. **Diabetes Diagnosis Innovations**: The company has created an intelligent islet assessment system to evaluate islet function, which is crucial for diabetes management, given the high prevalence of diabetes in China [3]. 5. **Automation and Smart Labs**: The company is working on creating unmanned laboratories through the integration of automation and AI technologies, enhancing efficiency and accuracy in sample processing and data analysis [4]. 6. **Error Detection Mechanisms**: The DeepSeek-driven intelligent voice alarm system activates upon detecting sample processing errors, equipment failures, or data anomalies, ensuring quality control [5]. 7. **Market Demand and Product Value**: The introduction of new software for indirect immunofluorescence and diabetes diagnostics is expected to enhance product competitiveness and stimulate market demand, facilitating the import substitution of products [8][9]. 8. **International Market Growth**: The company has seen significant growth in overseas markets, particularly in regions like East Asia, Central Asia, and South Asia, driven by improved product quality and brand recognition [11][12][15]. 9. **Challenges in Overseas Expansion**: The company acknowledges that entering foreign markets requires time and customer acceptance, as procurement habits in these markets tend to be conservative [12][13]. 10. **Strategic Focus on Europe**: Europe is identified as a key strategic area for growth, with significant investments planned to enhance brand presence and academic collaborations [17]. Other Important Content - **AI's Role in Non-Imaging Diagnostics**: There is a discussion on the potential of AI to enhance operational efficiency in non-imaging diagnostics, highlighting the need for product optimization rather than solely data-driven solutions [6]. - **Laboratory Information Management Systems**: The company is developing comprehensive laboratory management systems that integrate data governance and analysis to improve diagnostic accuracy [10]. - **Future Prospects in Africa**: Despite challenges posed by COVID-19, there is optimism about the potential growth in the African market, contingent on recovery and increased funding for healthcare [15][18]. This summary encapsulates the key insights and developments discussed during the conference call, reflecting the company's strategic direction and market positioning in the IVD industry.

Core Viewpoint - The company, Shenzhen Aihuilong Biotechnology Co., Ltd., has a robust and self-controlled core technology, with a balanced global layout and minimal reliance on the U.S. market, which accounts for less than 1% of its business [2][3]. Group 1: Company Overview - Aihuilong has been deeply engaged in the in vitro diagnostic field for nearly 20 years, establishing a complete industrial ecosystem from raw material development to product research, production, and sales [2]. - The company has invested over 800 million yuan in research and development over the past three years, establishing six R&D centers in cities including Shenzhen, Beijing, and Tokyo, with a team of over 700 researchers [2]. - As of December 31, 2024, Aihuilong has applied for 519 patents, with 156 granted, and 60% of the applications being invention patents, achieving a 55% authorization rate for effective invention patents over the past five years [2]. Group 2: Market Performance - In the fourth quarter of 2024, the company's overseas market revenue reached 106 million yuan, a year-on-year increase of 130.55%, demonstrating the effectiveness of its "local innovation + global expansion" strategy [3]. - The company has seen significant revenue growth in regions such as the Commonwealth of Independent States, South Asia, and the Middle East, with operational centers in Saudi Arabia and Egypt already in use [3]. Group 3: Product and Service Offerings - Aihuilong focuses on unmet needs in the global autoimmune diagnostics market, offering specialized product service packages across seven fields, including autoimmune diseases, reproductive health, liver disease, diabetes, and myocardial infarction [4]. - The company aims to gain international recognition through high-quality and cost-effective services, alongside innovative and distinctive products [4].

广东省深圳市福田区中心加路 1-1 号 嘉里建设广场第三座第28 层 2803-04 室 北京市君合(深圳)律师事务所 关于深圳市亚辉龙生物科技股份有限公司 2025 年第一次临时股东大会的法律意见书 致:深圳市亚辉龙生物科技股份有限公司 北京市君合(深圳)律师事务所(以下简称"本所")接受深圳市亚辉龙生物 科技股份有限公司(以下简称"贵公司"或"公司")的委托,就贵公司 2025 年第一 次临时股东大会(以下简称"本次股东大会")召开的有关事宜,根据《中华人民 共和国公司法》(以下简称"《公司法》")、《中华人民共和国证券法》、中国证券 监督管理委员会颁布的《上市公司股东大会规则》(以下简称"《股东大会规则》") 等中国现行法律、法规、规章、规范性文件(以下简称"中国法律、法规",仅 为本法律意见书法律适用之目的,不包括中国香港特别行政区、中国澳门特别行 政区及中国台湾省的法律法规）及现行《深圳市亚辉龙生物科技股份有限公司章 程》(以下简称"《公司章程》"）的有关规定,出具本法律意见书。 本法律意见书仅就本次股东大会的召集和召开程序、出席本次股东大会人员 的资格、召集人资格、会议表决程序等是否符合中国法律、 ...

证券代码：688575 证券简称：亚辉龙 公告编号：2025-023 深圳市亚辉龙生物科技股份有限公司 2025 年第一次临时股东大会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 3 月 31 日 （二） 股东大会召开的地点：广东省深圳市龙岗区宝龙街道高科大道 32 号启德 大厦 8 栋会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 129 | | --- | --- | | 普通股股东人数 | 129 | | 2、出席会议的股东所持有的表决权数量 | 228,988,145 | | 普通股股东所持有表决权数量 | 228,988,145 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的 | 40.1545 | | 比例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例 | ...

证券代码：688575 证券简称：亚辉龙 公告编号：2025-022 深圳市亚辉龙生物科技股份有限公司 部分董事兼高级管理人员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。 ● 董事兼高级管理人员持有的基本情况 本次减持计划实施前，深圳市亚辉龙生物科技股份有限公司（以下简称"公司"或"亚辉龙"）副董事长、 总经理宋永波先生持有公司股份1,225,000股，占当时公司总股本比例的0.2148%，上述股份均为公司首 次公开发行股票前持有的股份及因权益分派转增的股份，均已上市流通。 ● 减持计划的实施结果情况 2024年12月26日，公司在上海证券交易所网站（www.sse.com.cn）披露了《部分董事兼高级管理人员减 持股份计划公告》（公告编号：2024-083）。因个人资金需求，宋永波先生计划自2025年1月17日至 2025年4月16日期间通过集中竞价、大宗交易方式减持其持有的公司股份，合计数量不超过306,250股， 占公司股份比例不超过0.0537%。 2025年3月28 ...

证券代码：688575 证券简称：亚辉龙 公告编号：2025-022 深圳市亚辉龙生物科技股份有限公司 部分董事兼高级管理人员提前终止减持计划 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： 注：其他方式取得的股份是指公司实施 2021 年年度权益分派方案，以资本公积金向全体股 东每 10 股转增 4 股而来的股份。 上述减持主体无一致行动人。 二、减持计划的实施结果 （一）董事兼高级管理人员因以下事项披露减持计划实施结果： 2 董事兼高级管理人员持有的基本情况 本次减持计划实施前，深圳市亚辉龙生物科技股份有限公司（以下简称"公 司"或"亚辉龙"）副董事长、总经理宋永波先生持有公司股份 1,225,000 股， 占当时公司总股本比例的 0.2148%，上述股份均为公司首次公开发行股票前持有 的股份及因权益分派转增的股份，均已上市流通。 减持计划的实施结果情况 2024 年 12 月 26 日，公司在上海证券交易所网站（www.sse.com.cn）披露 了《部分董事兼高级管理 ...

证券代码：688575 证券简称：亚辉龙 公告编号：2025-021 深圳市亚辉龙生物科技股份有限公司 关于提前归还暂时补充流动资金的募集资金的公告 深圳市亚辉龙生物科技股份有限公司（以下简称"公司"或"亚辉龙"）于 2024 年 4 月 18 日召开了第三届董事会第二十一次、第三届监事会第二十次会议，审议通过了 《关于归还前次暂时补充流动资金的闲置募集资金并继续使用部分闲置募集资金暂时 补充流动资金的议案》，同意公司使用不超过人民币 8,000 万元（含本数）的闲置募集 资金暂时补充流动资金，仅限用于公司的业务拓展、日常经营等与主营业务相关的生产 经营活动，使用期限为自公司董事会审议通过之日起不超过 12 个月，在有效期内上述 额度可以滚动循环使用。具体内容详见 2024 年 4 月 20 日披露于上海证券交易所官网 （www.sse.com.cn）上的《关于归还前次暂时补充流动资金的闲置募集资金并继续使用 部分闲置募集资金暂时补充流动资金的公告》（公告编号：2024-019）。 根据上述授权，公司在有效期内实际最高使用 5,000 万元暂时闲置募集资金临时补 充流动资金，并对资金进行合理安排与使用，没有影 ...

Core Points - The announcement details the results of the second vesting period of the reserved portion of the 2022 restricted stock incentive plan, with 159,400 shares to be listed for trading on April 1, 2025 [1][8] - The decision-making process for the stock vesting involved multiple board and supervisory meetings, with independent opinions provided by the independent directors [2][4][5] - The total number of individuals receiving the vested shares is 16, and the shares are issued at a price of 16.00 RMB per share [7][8] Summary by Sections Decision-Making Process - The board approved the incentive plan on January 14, 2022, and the supervisory board verified the plan's details [2][3] - The plan was publicly disclosed on January 15, 2022, and the list of incentive recipients was announced after a public notice period [3][4] - The first grant of restricted stock occurred on February 7, 2022, with 1.633 million shares allocated to 63 recipients [4] Vesting Details - The second batch of reserved shares was granted on January 17, 2023, at a price of 11.14 RMB per share, totaling 478,800 shares for 21 recipients [5][6] - The first vesting period for the initial grant and the reserved portion was confirmed on April 27, 2023 [6] Stock Listing and Financial Impact - The shares from the second vesting period will be listed on April 1, 2025, increasing the total share capital from 570,267,400 to 570,426,800 shares [8][9] - The impact on earnings per share (EPS) is noted, with the new total shares diluting the EPS based on the net profit reported for the first nine months of 2024 [9]