爱尔眼科愿与各方同心聚力，"以初心守光明，以创新赴新程"，在"十五五"航程中勇攀医学高峰，为健康中国注入 持久动能！ 时序更替，华章启新。新的一年，我谨代表爱尔眼科，向长期信赖支持我们的社会各界致以最真挚的祝福！ 站在"十五五"规划开局之年的关键节点，爱尔眼科始终将企业发展融入国家战略，积极践行上市公司的责任与担 当。我们坚信，眼健康事业不是临床诊疗的"孤岛"，而是串联临床服务、科研创新、产业链协同与公众健康教育 的全生命周期眼健康生态。 新岁启封，征程再拓。2026年，我们将紧扣"十五五"规划建议部署，坚持推进"创新驱动科技爱尔"战略：创新路 上，让AI诊疗、前沿技术跨越山海惠及群众；责任路上，完善覆盖城乡的眼健康服务网络；协同路上，携手伙伴 共享成果，彰显中国眼科的国际竞争力。 ...

2026年1月4日，南京爱尔眼科（300015）医院屈光手术科成功完成全国首批、江苏省首例EVO+ICL(V5)晶体植入手术。此次手术由瑞士STAAR ICL国际 认证专家、南京爱尔眼科医院屈光手术科主任熊娟主刀。术中全程搭载蔡司ARTEVO800数字导航3D显微镜，实现了晶体植入过程的实时可视化与数据动 态监测，将ICL手术精准度从"术后验证"提升至"术中把关"。 3D导航显微镜下EVO+ICL(V5)晶体植入术 技术迭代：V5晶体成夜间视觉"守护者" 对于很多近视人群来说，夜晚并非宁静的时刻。夜间开车常被对向车辆的远光灯晃得眼前一片光晕，下班路上霓虹灯光散成一片星芒，甚至夜间散步也因 视物模糊而小心翼翼——这些长期困扰近视人群的"夜视力痛点"，如今有了更精准的解决方案。 "很多患者，尤其是暗瞳较大的人群，在传统屈光手术后夜间视觉质量会打折扣。"熊娟主任解释道，此次植入的EVO+ICL(V5)晶体被视为近视矫正领域 的重要升级。其核心突破在于光学区扩大至6.1mm，能够完整覆盖夜间扩张的瞳孔，有效减少眩光、光晕等视觉干扰。"V5晶体正是针对这一痛点设计， 让患者不仅在白天，在夜间也能获得清晰、舒适的视觉体验 ...

▲3D导航显微镜下EVO+ ICL (V5) 晶体植入术 术中革命：3D导航实现"手术实时透视" 传统ICL手术中，晶体的大小、拱高、位置是否合适，往往需要术后通过检查才能确认。一旦出现偏 差，患者可能面临二次调整。而此次手术中，南京爱尔眼科医院首次将3D导航系统与V5晶体植入术结 合。 2026年1月4日，南京爱尔眼科医院屈光手术科成功完成全国首批、江苏省首例EVO+ ICL (V5) 晶体植入 手术。此次手术由瑞士STAAR ICL国际认证专家、南京爱尔眼科医院屈光手术科主任熊娟主刀。术中 全程搭载蔡司ARTEVO 800数字导航3D显微镜，实现了晶体植入过程的实时可视化与数据动态监测，将 ICL手术精准度从"术后验证"提升至"术中把关"。 技术迭代：V5晶体成夜间视觉"守护者" 对于很多近视人群来说，夜晚并非宁静的时刻。夜间开车常被对向车辆的远光灯晃得眼前一片光晕，下 班路上霓虹灯光散成一片星芒，甚至夜间散步也因视物模糊而小心翼翼——这些长期困扰近视人群 的"夜视力痛点"，如今有了更精准的解决方案。 "很多患者，尤其是暗瞳较大的人群，在传统屈光手术后夜间视觉质量会打折扣。"熊娟主任解释道，此 次植入的E ...

编者按 20年的模糊，10年的黑暗，医生帮她找到痛苦的根源，她通过角膜移植重新看见清晰世界；咳嗽3个 月，吃药打针始终不见好，是不是肺癌？疑惑让她沉重得喘不过气，医疗团队抽丝剥茧找出病因精准诊 疗……在生命与疾病交锋的"战场"上，每一次医患相遇，都远不止于一次问诊或治疗，更是一次深刻的 共同叙事。医生，是疗愈技术的施予者，也是患者生命故事的倾听者与协作者；患者，是疾病的亲历 者，更是借由医学重新找到秩序、尊严与希望的生命意义重建者。 即日起，长沙晚报推出年度融媒体专栏《"愈"见故事》，聚焦真实的医患共同抗击疾病的历程，融合图 文、视频等多元媒介，记录震撼人心的生命韧性，解码健康知识，诉说共情与希望——让我们"愈"见彼 此，"愈"见生命，"愈"见生活中那些微小却不可磨灭的光。 长沙晚报全媒体记者 傅容容 "10年了，我眼前的世界终于不再是一片黑暗。"近日，在长沙爱尔眼科医院，32岁的欧小茵（化名）在 医护人员的指引下，清晰辨认出视力表上"0.5"行的视标，难掩激动。 这份重见光明的喜悦，镌刻着一场跨越10年黑暗，联结医者仁心、公益力量与无私大爱的光明接力。这 场跨越20年的"寻光之旅"，藏着无数角膜盲患者的共同 ...

Core Insights - The article emphasizes the critical role of enterprises in driving economic stability, technological innovation, industrial upgrades, and improving people's livelihoods, positioning them as the "ballast stone" of economic operation and the "main force" of technological innovation [1][2]. Group 1: NEWS Brand Sample Evaluation - The 2025 NEWS Brand Sample focuses on "new consumption, new scenarios, and new applications," assessing companies based on three key dimensions: AI+, green development, and brand social responsibility [2][3]. - The acronym "NEWS" represents four dimensions: - "N" for Innovation (New) evaluates brands on their innovation capabilities and outcomes - "E" for Energy (Energetic) assesses brands' market responsiveness and activity - "W" for Wisdom (Wise) measures strategic planning and decision-making abilities - "S" for Sustainability (Sustainable) looks at social responsibility and long-term development plans [2]. Group 2: Key Brand Highlights - The 2025 NEWS Brand Sample includes 39 companies recognized for their market leadership, innovation, sustainability, and AI+ application capabilities [6]. - Notable brands include: - China Agricultural Bank, which has significantly increased its county loan scale, surpassing 1 trillion yuan, and has seen rapid growth in various financial services [9]. - BYD Group, which achieved the production of its 15 millionth new energy vehicle and expanded its overseas sales significantly, covering over 110 countries [10]. - Tencent, which has seen international market revenue exceed 20 billion yuan and has actively engaged in social responsibility initiatives [11]. - Haidilao, which has innovated its service offerings to enhance customer experience and expand its brand portfolio [16]. - Aier Eye Hospital, which has integrated AI into its services and focused on social responsibility projects [17]. Group 3: Brand Categories - The brands are categorized into different groups based on their strengths: - 9 brands recognized for their influence include China Agricultural Bank, BYD, Tencent, and others [6]. - 9 brands noted for their responsibility include Abbott, Xifeng Wine, and others, focusing on compliance and ESG governance [19]. - 8 brands leading in innovation include Perfect China and Zebra Language, which have made significant market breakthroughs [20]. - 6 brands identified as AI+ pioneers include Xueersi and Squirrel AI, showcasing the application of AI in transforming business models [22]. - 7 brands recognized for industry breakthroughs include Nu Skin and Mousse Group, which have disrupted traditional industry paths [22].

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5] Core Insights - The report highlights the development of the domestic and international gene testing industry, particularly focusing on the company GenePlus, which is a leading precision medicine company in gene testing [2][11] - The gene testing market is expected to grow significantly, with a compound annual growth rate (CAGR) of 14.8% from 2019 to 2024, reaching a market size of approximately 464 billion yuan by 2024 [22] - GenePlus has established a comprehensive capability from biomarker discovery to commercialization, leveraging its proprietary multi-omics platform and AI technology [2][11] Summary by Sections Market Performance - The pharmaceutical sector underperformed the overall market, with a slight decline of 0.18% in the biopharmaceutical sector, while the A-share market rose by 2.17% [1] Company Overview - GenePlus was founded in 2015 and has raised approximately 1.25 billion yuan through multiple financing rounds, with a post-investment valuation of 4.3 billion yuan after the latest round in November 2025 [2][16] - The company has developed several products, including a gene mutation detection kit for lung cancer, which received regulatory approval in 2019 [28] Financial Performance - In the first half of 2025, GenePlus achieved a revenue of 285 million yuan, representing a year-on-year growth of 12.7%, although it reported a net loss of 414 million yuan [36] - The company's gross margin improved from 42% to 68.5% due to economies of scale in clinical laboratory services [37] Product Pipeline - GenePlus offers three main solutions: precision diagnosis, drug development empowerment, and clinical research and transformation, covering various applications including tumor detection and organ transplant monitoring [18][20] - The company is developing a non-invasive monitoring product for kidney transplant damage, expected to launch in 2025, which shows high sensitivity and specificity [30] Market Trends - The report notes significant international activity in the cancer diagnostics market, with major acquisitions and partnerships indicating a growing interest in gene testing technologies [42] - Regulatory advancements in China for tumor gene testing are anticipated to align more closely with international standards, potentially accelerating product development and approval processes [41]

Core Insights - The EVO+ICL (V5) implant surgery, previously only available in Hainan, has now made significant progress in Jinan, allowing local patients to access advanced myopia correction technology [1] - The V5 crystal is designed to enhance night vision quality and reduce issues like glare and halos, representing a shift from merely correcting vision to optimizing visual quality [2] - Jinan Aier Eye Hospital has made substantial investments in technology upgrades, including the introduction of advanced laser and implant surgery equipment, demonstrating confidence in its capabilities [2][3] Technological Advancements - The V5 crystal's design significantly expands the optical zone, addressing common post-surgery issues and providing clear vision from day to night [2] - The hospital's recent upgrades include transitioning from the 3.0 to 4.0 version of femtosecond laser equipment and introducing the more advanced femtosecond Pro surgery [2] Service Innovations - The hospital has opened a consultation and reservation channel for the V5 implant surgery, allowing patients to undergo pre-operative assessments and customize their crystal parameters [4] - This initiative aims to streamline the process for patients, enabling them to secure their surgery dates and reduce waiting times once the technology is fully operational [4]

Investment Rating - The report suggests a positive investment outlook for the medical device sector, particularly in brain-computer interface devices, which are expected to see accelerated commercialization due to supportive policies [1][3]. Core Insights - Recent policies have significantly increased support for innovation in medical devices, with the National Medical Products Administration actively promoting faster market entry for brain-computer interface devices, indicating a diverse application landscape and substantial future potential [1][3]. - The pharmaceutical sector is witnessing positive developments, such as GSK's approval of mepolizumab for a new indication in COPD patients, marking it as the first monthly administered biologic in China, which is expected to reduce the annual incidence of severe exacerbations significantly [1][32]. - The report highlights the approval of Wegovy® tablets in the U.S. for weight management, emphasizing its potential impact on the market as the first oral GLP-1 receptor agonist for this purpose [37][40]. Summary by Sections Pharmaceutical Sector - Mepolizumab has been approved for COPD treatment in China, with a monthly dosing schedule, targeting a significant patient population [1][32]. - The A/H share innovation drug sector maintains high activity levels, with new drug approvals and cross-border transactions remaining robust [16][28]. Biologics - Wegovy® tablets have been approved in the U.S. for weight management, showing similar weight loss efficacy to its injectable counterpart, with a significant portion of participants achieving substantial weight loss [37][40]. CXO and Pharmaceutical Supply Chain - The CXO sector continues to show upward momentum, supported by a stable order backlog, with November financing levels slightly above the annual average [44][46]. Medical Devices - The centralized procurement process for high-value medical consumables is progressing steadily, with high selection rates in multiple rounds of bidding, indicating a favorable environment for leading domestic companies [2][52]. Retail Pharmacy - The industry is undergoing a consolidation phase, with leading companies expected to benefit from increased market share through mergers and acquisitions [2][3]. Medical Services and Consumer Healthcare - Aier Eye Hospital's acquisition of 39 institutions for 960 million yuan strengthens its market position, with the acquired entities showing signs of financial recovery [2][3].

Core Viewpoint - The importance of regular eye health check-ups is emphasized, as many individuals mistakenly believe that routine vision tests are sufficient for maintaining eye health. Early detection of serious eye conditions like glaucoma and retinal diseases is crucial for effective treatment [1][6]. Group 1: Importance of Eye Health Check-ups - Many people confuse routine vision checks with comprehensive eye health examinations, which can lead to undetected serious conditions [6]. - Regular eye health check-ups can significantly reduce the risk of complications from conditions such as retinal detachment and diabetic retinopathy [6]. - Early intervention through professional eye health examinations can lower the risk of vision loss by up to 95% for certain conditions [6]. Group 2: Targeted Eye Health Management - Different age groups require tailored eye health assessments, focusing on specific risks associated with their developmental stages [7]. - The clinic employs advanced technology for precise screening, ensuring that each patient receives a customized examination based on their age, profession, and medical history [8]. - A comprehensive approach includes prevention, precise screening, personalized treatment plans, and ongoing management of eye health [9]. Group 3: Case Studies and Patient Experiences - A case study of a young woman with high myopia highlights the benefits of early detection and regular monitoring, which helped manage her retinal health effectively [4]. - A young student initially skeptical about eye health check-ups learned the importance of comprehensive assessments after discovering his rapid myopia progression [5]. - The clinic's approach to eye health management has proven effective, as evidenced by patients who have successfully maintained their vision through regular check-ups and tailored treatment plans [9].

从资金流向上来看，当日医疗服务板块主力资金净流出8.24亿元，游资资金净流入4129.99万元，散户资 金净流入7.83亿元。医疗服务板块个股资金流向见下表： 证券之星消息，12月26日医疗服务板块较上一交易日下跌0.21%，皓元医药领跌。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。医疗服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600721 | 自花医药 | 12.24 | 5.88% | 48.95万 | | 5.94亿 | | 301096 | 百诚医药 | 55.93 | 3.79% | 5.12万 | | 2.84亿 | | 000504 | *ST生物 | 9.20 | 3.25% | 2.70万 | | 2461.38万 | | 301201 | 诚达药业 | 41.95 | 0.84% | 6.37万 | | 2.72亿 | | 603259 | 药明康德 | 92.70 | 0. ...