据中国经济网记者不完全统计，过去一年时间里，爱尔眼科及其下属医院2度被相关监管部门通报，4度 被处罚。 广西壮族自治区市场监督管理局公众号2025年1月14日公布了2024年度民生领域虚假违法广告典型案 例。其中案例3为贵港爱尔眼科医院有限公司广告违法案件。经查，贵港爱尔眼科医院有限公司利用网 络媒介发布广告，该医疗广告内容与《医疗广告审查证明》核准的广告成品样件内容不一致。2024年3 月，贵港市港北区市场监管局对当事人作出行政处罚。 中国经济网北京1月29日讯信用中国网站显示，横州爱尔眼科（300015）医院有限公司近期新增行政处 罚决定书(横卫医罚﹝2026﹞1号)。 横州爱尔眼科医院有限公司未经备案开展义诊活动，该行为违反了《医疗机构管理条例》第二十三条的 规定，依据《医疗机构管理条例》第四十三条第二款的规定，横州市卫生健康局给予罚款人民币捌仟元 整(8000.00)的行政处罚。 信网23日报道《丽水爱尔眼科重复收费造成医疗保障基金损失被罚7.7万余元》显示，近日，丽水爱尔 眼科医院有限公司因分解收费、重复收费等造成医疗保障基金损失，被罚77543.75元，并退回违规行为 造成的基金损失48346.7 ...

中国"1+8+N"战略推进以及海外业务持续双位数增长，共同驱动公司整体收入持续提升。国内业务方 面，公司于2022 年提出新十年"1+8+N"战略，即着力打造1 家世界级眼科医学中心（长沙爱尔）、8 家 国家及区域眼科医学中心（北京、上海、广州、深圳、成都、重庆、武汉、沈阳）、N 家省域一流和地 区领先的眼科医院。截至1H25末，公司境内医院355 家，门诊部240 家。展望未来，随着"1+8+N"战略 的推进和落地，我们相信重点医院辐射作用有望持续加强，门店布局有望完善丰富，带动集团中国收入 持续增长。海外业务方面，公司海外收入于2020-2024 年间实现17.6% CAGR，1H25 实现16.5%YoY 增 速，主要受欧洲子公司Clínica Baviera 和东南亚子公司ISEC 收入增长驱动。展望未来，国际市场空间潜 力巨大，随着公司现有海外业务收入的进一步提升以及未来潜在的海外并购落地，我们认为国际化收入 可在中长期助推公司收入增长。 首次覆盖给予"买入"评级及医疗服务行业首选推荐，目标价人民币14.0 元。我们预计公司于 2025E/2026E/2027E 实现228/250/273亿元收入， ...

（记者 曾健辉） 每经AI快讯，浦银国际证券1月28日发布研报称，给予爱尔眼科（300015.SZ）"买入"评级，目标价格为 14.0元。评级理由主要包括：1）目前中国民营眼科医疗服务已成长至近千亿元市场规模，约占整体眼 科医疗服务市场规模四成；2）公司是全球眼科医疗服务龙头，业务范围覆盖中国、欧洲、东南亚多个 市场；3）中国"1+8+N"战略推进以及海外业务持续双位数增长，共同驱动公司整体收入持续提升。风 险提示：消费意愿持续疲软、行业竞争加剧、规模扩张慢于预期、医疗事故纠纷、减值风险。 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 ...

证券之星消息，1月28日医疗服务板块较上一交易日下跌1.64%，光正眼科领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600568 | ST中珠 | 2.83 | 1.43% | 33.83万 | | 9471.57万 | | 688621 | 阳光诺和 | 69.50 | 1.15% | 4.13万 | | 2.87亿 | | 920670 | 数字人 | 19.50 | 0.31% | 6.67万 | | 1.32亿 | | 603259 | 药明康德 | 95.70 | -0.09% | 45.75万 | | 43.61亿 | | 301201 | 诚达药业 | 41.30 | -0.67% | 2.60万 | | 1.07亿 | | 300015 | 爰尔眼科 | 11.03 | -0.81% | 72.56万 | | 8.04亿 | | ...

证券代码：300015 股票简称：爱尔眼科 公告编号：2026-005 爱尔眼科医院集团股份有限公司 关于使用部分闲置自有资金进行现金管理的实施公告 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 3 月 24 日召开第六届董事会第三十二次会议，审议通过了《关于使用部分闲置自有资金 进行现金管理的议案》，同意公司在保证日常经营资金需求和资金安全的前提下， 使用不超过人民币 15 亿元的闲置自有资金购买安全性高、流动性好、风险性低 的理财产品，期限为自公司第六届董事会第三十二次会议决议之日起 12 个月。 在上述额度及期限内，资金可循环滚动使用，由公司财务中心负责具体购买事宜。 上述内容详见公司 2025 年 3 月 24 日在巨潮资讯网（www.cninfo.com.cn）披露 的相关公告。 根据上述决议，公司全资子公司爱尔眼科国际（香港）有限公司于近期办理 了投资理财业务。现就具体事项公告如下： 一、本次使用部分暂时闲置自有资金进行现金管理的实施情况 产品名称：花旗银行双货币可转换存款 理财币 ...

截至预案公告日，潍坊国金持有公司39,851,030股股份，占公司股份总数的23.84%，为公司控股 股东，潍坊市国资委为公司实际控制人。本次发行前长沙炬神未直接或间接持有公司股份，本次发行完 成后，若按照发行的股票数量上限50,145,000股测算，公司总股本将增加至217,295,000股，长沙炬神 持有公司股份数量为50,145,000股，占本次发行后公司总股本的23.08%。潍坊国金持有公司股份的比 例将降低到18.34%。长沙炬神将成为上市公司的控股股东，杨譓鹏成为公司的实际控制人。本次发行 将导致公司控制权发生变化。 本次发行价格8.56元/股，以今日*ST高斯收盘价计算，折价29.61%。 本次拟发行的股票种类为境内上市人民币普通股（A股），每股面值为人民币1.00元。本次发行全 部采取向特定对象发行的方式。公司将在取得深圳证券交易所审核通过并经中国证监会同意注册后的有 效期内择机向特定对象发行。 本次向特定对象发行的定价基准日为公司第五届董事会第二十八次会议决13议公告日。发行价格 为定价基准日前20个交易日公司A股股票交易均价的80%，即8.56元/股。本次发行数量不超过 50,145,00 ...

Group 1 - The 2025 Brand Strong Country Economic Forum was held in Beijing, where the group standard "Optimizing Consumption Environment and Reassuring Consumption Brand Evaluation Norm" was officially launched [1] - The standard was drafted by the National Business Newspaper Association in collaboration with authoritative institutions, establishing a comprehensive evaluation index system for industry standardization and reassuring consumption brand construction [1] - Aier Eye Hospital Group, as one of the drafting units, integrates its development experience into the standard to assist in optimizing the consumption environment and building a reassuring consumption ecosystem [1] Group 2 - Aier Eye Hospital has created a tiered chain model to address the uneven distribution of medical resources, promoting a three-dimensional eye care service network [2] - The company aims to synchronize medical technology, equipment, and pharmaceuticals with international standards, ensuring that innovative technologies benefit Chinese eye care patients sooner [2] - Aier Eye Hospital has achieved steady growth in outpatient volume, surgical volume, and discharge numbers, with a postoperative infection rate of 0.0156% for high-level surgeries, outperforming international averages [2] Group 3 - Aier Eye Hospital is advancing its digital transformation in eye care by launching a "Digital Eye Care" model, utilizing cutting-edge technologies like AI and federated learning [3] - The company aims to create an intelligent closed-loop management system for eye health services, enhancing accessibility and efficiency for grassroots patients [3] - Aier Eye Hospital plans to use the new standard as a guide to deepen technological innovation and upgrade service quality, contributing to the high-quality development of the Chinese eye care industry [3]

Group 1 - The core viewpoint is that innovative drugs are expected to show significant excess returns in 2025, driven by continuous BD overseas expansion, excellent clinical data, and policy support [1] - The CXO sector is anticipated to experience substantial growth due to the recovery in demand and improved investment environment in the global pharmaceutical industry [1] - The report emphasizes the importance of focusing on new technologies, particularly bispecific antibodies, small nucleic acid drugs, AI healthcare, and brain-computer interface innovations [3] Group 2 - Domestic supply and demand are relatively stable, with national health expenditure showing a year-on-year growth of 4.7% from January to November 2025, marking a positive turnaround after two years of decline [2] - The medical insurance fund's income and expenditure growth rates continue to decline, with total income of 2.63 trillion yuan (+2.9%) and expenditure of 2.11 trillion yuan (+0.5%) from January to November [2] - The report suggests that the commercialization of new drug forms is entering a critical phase, with significant clinical data supporting the application of B-cell depletion therapies in autoimmune diseases [3] Group 3 - Investment recommendations include focusing on innovative overseas expansion and new technology directions, with suggested stocks such as Mindray Medical, WuXi AppTec, and others [4] - The report highlights the potential for explosive growth in the global market for brain-computer interfaces, supported by policy incentives and technological breakthroughs [3]

截至2026年1月27日 10:12，中证医药及医疗器械创新指数(931484)成分股方面涨跌互现，三生国健领涨 8.29%，大博医疗上涨6.58%，特宝生物上涨2.64%；神州细胞领跌。医疗创新ETF(516820)最新报价0.36 元。 国信证券指出，2025年创新药板块呈现显著超额收益，核心驱动力来自BD出海密集落地、临床数据持 续超预期及政策端支持；展望2026年，具备全球竞争力、差异化创新能力及已实现高质量授权的创新药 企业仍具长期配置价值。荣昌生物PD-1/VEGF双抗RC148获艾伯维6.5亿美元首付款、最高达49.5亿美元 的重磅授权交易，进一步验证中国ADC平台型企业的国际商业化能力。 医疗创新ETF紧密跟踪中证医药及医疗器械创新指数，中证医药及医疗器械创新指数从医药卫生行业的 上市公司中，选取30只盈利能力较好且具备一定成长性和研发创新能力的上市公司证券作为指数样本， 以反映兼具盈利性与成长性的医药及医疗器械上市公司证券的整体表现。 数据显示，截至2025年12月31日，中证医药及医疗器械创新指数(931484)前十大权重股分别为药明康 德、恒瑞医药、迈瑞医疗、爱尔眼科、片仔癀、新和成、华 ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5] Core Views - The pharmaceutical sector underperformed the overall market, with a 0.39% decline in the biopharmaceutical sector compared to a 1.17% increase in the overall A-share market [32] - The TTM price-to-earnings ratio for the pharmaceutical sector is 38.51x, which is at the 84.35 percentile of the historical valuation over the past five years [32][37] Summary by Sections Market Performance - The overall A-share market increased by 1.17%, while the Shanghai and Shenzhen 300 index decreased by 0.62%. The biopharmaceutical sector saw a decline of 0.39% [32] - Among sub-sectors, chemical pharmaceuticals fell by 1.11%, while medical services dropped by 2.17%. Conversely, medical commercial and traditional Chinese medicine sectors saw increases of 4.26% and 0.89%, respectively [32] Fund Holdings Analysis - As of Q4 2025, the net asset value of pharmaceutical funds reached 358.4 billion, a decrease of 9.0% from the previous quarter [11] - The proportion of pharmaceutical holdings in all funds was 7.97%, down by 1.71 percentage points [16] - The largest sub-sectors by holdings were chemical preparations (37.5%) and other biological products (20.8%) [19] Key Company Earnings Forecasts and Investment Ratings - Major companies such as Mindray Medical (237 billion market cap, outperform rating), WuXi AppTec (293.6 billion market cap, outperform rating), and Aier Eye Hospital (105.4 billion market cap, outperform rating) are highlighted for their strong earnings forecasts [4] - The report lists several companies with outperform ratings, including New Industry, Huatai Medical, and others, with projected earnings growth over the next few years [4] Investment Strategy - The report emphasizes the importance of the CXO sector and recommends focusing on investment opportunities within this area due to its competitive advantages [41] - It also suggests continued recommendations for innovative drugs and the associated industry chain, with a specific investment portfolio for January 2026 including companies like Mindray Medical and WuXi AppTec [42][43]