根据会议决议，公司于近日完成了市场主体备案手续，具体内容详见与本公 告同日披露的《公司章程》。 特此公告。 爱尔眼科医院集团股份有限公司董事会 关于完成《公司章程》备案的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 爱尔眼科医院集团股份有限公司（以下简称"公司"）于 2025 年 11 月 10 日召开第六届董事会第四十四次会议、2025 年 11 月 27 日召开 2025 年第三次临 时股东大会，审议通过了《关于修订<公司章程>并办理市场主体变更登记的议案》。 具体内容详见公司于 2025 年 11 月 11 日披露的《关于修订<公司章程>并办理市 场主体变更登记的公告》(公告编号：2025-085)。 证券代码：300015 股票简称：爱尔眼科 公告编号：2026-002 爱尔眼科医院集团股份有限公司 2026 年 1 月 12 日 ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5]. Core Insights - The pharmaceutical sector has shown weaker performance compared to the overall market, with the biopharmaceutical sector outperforming with a 7.81% increase [1]. - The brain-computer interface (BCI) industry is experiencing significant breakthroughs and commercialization opportunities, driven by favorable policies and technological advancements [2][18]. - The AI healthcare market is projected to grow substantially, with the global market size expected to increase from USD 13.7 billion in 2022 to USD 155.3 billion by 2030, reflecting a CAGR of 35.5% [23][28]. Summary by Sections Market Performance - The overall A-share market increased by 4.09%, while the biopharmaceutical sector rose by 7.81%, indicating strong sector performance [1]. - The TTM price-to-earnings ratio for the biopharmaceutical sector is at 38.96x, which is at the 85.59th percentile of the past five years [1]. Brain-Computer Interface (BCI) - The BCI market is expected to see explosive growth due to policy support, including the "14th Five-Year Plan" and the establishment of independent billing codes for BCI devices [2][18]. - Key investment opportunities include upstream hardware suppliers, midstream companies with core patents, and downstream firms that create commercial applications in rehabilitation and industrial control [2][18]. AI in Healthcare - AI is identified as a critical application area in healthcare, with various themes such as AI in drug development, multi-omics, precision diagnostics, imaging devices, and smart healthcare being highlighted for investment [3][22]. - The launch of ChatGPTHealth by OpenAI signifies a growing trend in integrating AI with healthcare applications, enhancing patient interaction with health data [29]. Company Earnings Forecasts - Several companies in the sector have been rated as "Outperform," with projected net profits for 2024 ranging from CNY 1.4 billion to CNY 116.7 billion [4]. - Notable companies include Mindray Medical (CNY 116.7 billion), WuXi AppTec (CNY 93.5 billion), and Aier Eye Hospital (CNY 35.6 billion), all showing strong growth potential [4].

Core Insights - The report continues to recommend innovative drugs and the related industry chain, highlighting the strong growth potential in the pharmaceutical sector through 2026 [1][4]. Investment Strategy - The investment strategy emphasizes the focus on the CXO sector, particularly in chemical CDMO, where Chinese companies hold significant advantages in talent, chemical capabilities, compliance production, and intellectual property protection [4]. - The report suggests that the upcoming JPM conference will provide updates on the operational progress of Chinese innovative drug companies, which have shown a long-term positive development trend [4]. - The recommended investment portfolio includes A-shares such as Mindray Medical, WuXi AppTec, and Aier Eye Hospital, as well as H-shares like Kangfang Biologics and WuXi Biologics [4][5]. Industry Performance - The pharmaceutical industry experienced a decline of 4.10% in December, underperforming the CSI 300 index by 6.38% [8]. - The report notes that the chemical pharmaceutical sector saw the largest declines among sub-sectors, with a drop of 5.80% [12]. Market Data - For the period from January to November 2025, the pharmaceutical manufacturing industry's total revenue was 220.65 billion yuan, reflecting a year-on-year decrease of 2.0% [7]. - The total retail sales of consumer goods reached 45.61 trillion yuan, with retail sales of Western and Chinese medicines amounting to 660.4 billion yuan, a year-on-year increase of 1.8% [7]. Regulatory Environment - The report discusses the impact of the U.S. "Biological Safety Act," which is expected to have a limited short-term effect on Chinese CXO companies, while emphasizing the need to monitor the long-term implications of international competition and regulatory changes [22]. Recent Drug Approvals - In December 2025, a total of 16 innovative drugs or biosimilars were approved for market entry, including six domestic and ten imported products [24][25].

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7084.28万元。该股近5个交易日累 计上涨4.01%，主力资金合计净流入6746.8万元。 责任编辑：小浪快报 1月9日，爱尔眼科收涨0.97%，收盘价为11.42元，发生1笔大宗交易，合计成交量22.1万股，成交金额 249.95万元。 第1笔成交价格为11.31元，成交22.10万股，成交金额249.95万元，溢价率为-0.96%，买方营业部为华泰 证券股份有限公司成都锦晖西二街证券营业部，卖方营业部为华泰证券股份有限公司成都锦晖西二街证 券营业部。 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！ ...

爱尔眼科1月9日大宗交易平台出现一笔成交，成交量22.10万股，成交金额249.95万元，大宗交易成交价 为11.31元，相对今日收盘价折价0.96%。该笔交易的买方营业部为华泰证券股份有限公司成都锦晖西二 街证券营业部，卖方营业部为华泰证券股份有限公司成都锦晖西二街证券营业部。 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7084.28万元。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 22.10 | 249.95 | 11.31 | -0.96 | 华泰证券股份有限公司成 | 华泰证券股份有限公司成 | | | | | | 都锦晖西二街证券营业部 | 都锦晖西二街证券营业部 | （文章来源：证券时报网） 证券时报·数据宝统计显示，爱尔眼科今日收盘价为11.42元，上涨0.97%，日换手率为0.78%，成交额为 7.11亿元，全天主力资金净流入792.30万元， ...

EVO+ICL(V5)登场：升级高清视界 EVO+ICL(V5)相比前代产品实现了重要突破，其扩大的光学区设计能更好地覆盖暗瞳，有效减少夜间 眩光与光晕现象，特别适合对夜间视觉质量有高要求的人群。该技术矫正范围广，可处理50-1400度近 视及600度以内散光，且作为"加法手术"不切削角膜，具有可逆性，为高品质视力需求、角膜偏薄的近 视者提供了更优选。 本次手术由上海爱尔眼科医院副院长李霞亲自主刀。首位受益者李先生（化名）患有600度近视与250度 散光，对视觉质量有着极高诉求。"我一直不愿接受角膜切削手术，所以ICL是我的首选。之前就关注 到上海爱尔的技术实力，原本计划做V4c手术，后来得知V5即将上市，听说它在夜间视觉效果上有显著 提升，就决定等待体验这项最新技术，"李先生坦言，自己夜视力欠佳，日常夜间驾车时深受眩光困 扰，对新手术充满期待。 "手术全程非常流畅，几乎没有不适感，短短五六分钟就完成了。"刚走出手术室，李先生便真切感受到 了视力的明显改善，"虽然术后还有些许模糊，但相比不戴眼镜时已经清晰了太多。"术后复查时，李霞 院长确认："患者眼压、拱高等各项关键指标均达到理想标准，恢复情况完全符合预期。 ...

证券日报网讯1月7日，爱尔眼科（300015）在互动平台回答投资者提问时表示，公司专注眼科医疗，持 续关注前沿交叉学科的新进展。 ...

证券日报网讯1月7日，爱尔眼科（300015）在互动平台回答投资者提问时表示，公司与科大讯飞 （002230）通过强强联合，实现优势互补融合创新，不断探索应用场景，提高服务质量，惠及广大患 者。 ...

证券日报网讯1月7日，爱尔眼科（300015）在互动平台回答投资者提问时表示，"小青葵"系列产品已实 现量产，具有良好的近视防控效果。 ...

证券日报网讯1月7日，爱尔眼科（300015）在互动平台回答投资者提问时表示，爱尔网络覆盖中国广大 城乡县域，截至2025年6月30日，公司境内医院355家，门诊部240家，详情请查阅爱尔眼科官网。 ...