Core Insights - The 2026 "National Subsidy" policy will continue the "old-for-new" consumption initiative with an increased budget of 500 billion yuan, aimed at stimulating consumption and stabilizing economic growth [1][3][16] Group 1: Policy Overview - The "National Subsidy" policy has shown significant results since its launch in 2024, generating over 2.5 trillion yuan in sales and benefiting 360 million people [3] - The policy will focus on three main upgrades: increasing the subsidy amount, expanding coverage to new sectors, and optimizing the distribution process [4][10] Group 2: Sectoral Impacts - Traditional consumption sectors like home appliances and automobiles are expected to see a second wave of growth, with home appliance subsidies potentially increasing from 12.84 million units to 15 million units [6][8] - The service consumption sector, particularly in tourism and health, is anticipated to become a new focal point, with over 100 billion yuan in tourism vouchers expected to be issued [6][10] - Digital and green consumption will be enhanced, with subsidies for smartphones and energy-efficient appliances, benefiting companies like Apple and Huawei [8][10] Group 3: Economic Implications - The policy aims to boost domestic demand and counter economic pressures, with expectations for retail sales growth to rebound to 5%-6% in 2026 [10] - It promotes industrial upgrades by leading consumption upgrades, encouraging innovation in sectors like electric vehicles and smart home appliances [10][14] Group 4: Investment Opportunities - Key investment targets include essential consumer goods like dairy products and condiments, as well as discretionary items like home appliances and new energy vehicles [15] - The policy is seen as a long-term opportunity for investors, with potential for valuation recovery and growth in the consumer sector [16]

证券时报·数据宝统计，截至12月11日收盘，沪深两市共606只个股连续5日或5日以上主力资金净流出。 从净流出持续时间来看，ST京蓝连续24日主力资金净流出，排名第一；爱尔眼科连续23日主力资金净 流出，位列第二。从主力资金净流出总规模来看，和而泰主力资金净流出金额最大，连续5天累计净流 出31.61亿元，航天发展紧随其后，5天累计净流出30.92亿元。从主力资金净流出占成交金额的比例来 看，*ST正平占比排名居首，该股近6日下跌30.14%。（数据宝） 连续5日或以上主力资金净流出个股排名 | 证券代 | 证券简称 | 主力资金净流出 | 主力资金净流出金额 | 主力资金净流出比例 | 累计涨跌幅 | | --- | --- | --- | --- | --- | --- | | 码 | | 天数 | （亿元） | （%） | （%） | | 002402 | 和而泰 | 5 | 31.61 | 12.60 | -17.52 | | 000547 | 航天发展 | 5 | 30.92 | 5.35 | 8.29 | | 601606 | 长城军工 | 13 | 22.36 | 6.86 | -15.53 | ...

来源：环球网 12月10日，2025责任践行者年会在上海举行。爱尔眼科"困境儿童眼健康关爱"项目，凭借精准的帮扶模 式、显著的社会成效与可持续的公益实践，从众多参评案例中脱颖而出，荣获"年度责任践行公益项 目"优秀案例。 近年来，中国少年儿童近视率高发，困境儿童因经济受限、健康知识匮乏及用眼环境不佳，眼健康问题 尤为突出，亟待社会关注与帮扶。为切实解决困境儿童视力健康问题，爱尔眼科携手各界公益伙伴共同 开展"困境儿童眼健康关爱"项目。 "困境儿童眼健康关爱"项目聚焦孤儿、事实无人抚养儿童、低保家庭中存在监护困境的儿童等特殊群 体，通过"筛查—诊断—干预—跟踪"全链条服务机制，提供免费视力筛查、屈光矫正、眼病手术及长期 眼健康档案管理。 湖南省湘西土家族苗族自治州是全省困境儿童集中照护试点地区，当地的"慈爱园"儿童成为"困境儿童 眼健康关爱"项目首批受益者。公益项目组织专业的医护志愿者团队深入湘西州13所慈爱园及学校开展 集中筛查，同步开设眼健康科普课堂，提升儿童及监护人的科学护眼意识。同时，为每位儿童建立电子 眼健康档案，专人随访异常病例，确保手术及配镜干预率100%，并通过半年复查机制动态监测视力发 展，形 ...

（文章来源：证券日报） 证券日报网讯 12月10日晚间，爱尔眼科发布公告称，本次限制性股票解除限售股份上市流通时间为 2025 年 12 月 15 日；本次符合解除限售条件的激励对象共计 4，418 名，均满足 100%解除限售条件， 可解除限售的限制性股票数量为 19，390，095 股，占公司目前总股本的 0.2079%。 ...

Core Points - The Shenzhen-Hong Kong Stock Connect Medical Index (983036) closed at 4327.65 points, down 0.28%, with a trading volume of HKD 7.682 billion and a turnover rate of 0.9% [1] - Among the index constituents, 21 stocks rose while 36 stocks fell, with Kewei Medical leading the gainers at a 4.14% increase and Xianjian Technology leading the decliners at a 9.14% decrease [1] Index Constituents Summary - The top ten constituents of the Shenzhen-Hong Kong Stock Connect Medical Index include: - Mindray Medical (sz300760) with a weight of 14.56%, latest price at HKD 198.00, and a market cap of HKD 240.063 billion, down 0.36% [1] - Yier Eye Hospital (sz300015) with a weight of 11.62%, latest price at HKD 11.23, and a market cap of HKD 104.724 billion, down 0.62% [1] - Lejin Medical (sz300003) with a weight of 4.85%, latest price at HKD 15.64, and a market cap of HKD 28.831 billion, down 0.64% [1] - Aimeike (sz300896) with a weight of 4.80%, latest price at HKD 143.25, and a market cap of HKD 43.346 billion, up 1.47% [1] - Yuyue Medical (sz002223) with a weight of 4.66%, latest price at HKD 35.68, and a market cap of HKD 35.768 billion, up 0.17% [1] - Yingke Medical (sz300677) with a weight of 3.64%, latest price at HKD 41.76, and a market cap of HKD 27.360 billion, down 0.17% [1] - Furuijia (sz300049) with a weight of 3.59%, latest price at HKD 69.33, and a market cap of HKD 18.371 billion, down 0.82% [1] - Meinian Health (sz002044) with a weight of 3.58%, latest price at HKD 5.09, and a market cap of HKD 19.924 billion, up 0.39% [1] - Sinopharm Holdings (hk01099) with a weight of 3.35%, latest price at HKD 18.15, and a market cap of HKD 56.638 billion, down 0.40% [1] - Ping An Good Doctor (hk01833) with a weight of 2.63%, latest price at HKD 12.23, and a market cap of HKD 26.434 billion, down 3.24% [1] Capital Flow Analysis - The index constituents experienced a net outflow of HKD 382 million from institutional investors, while retail investors saw a net inflow of HKD 329 million [1] - Notable individual stock capital flows include: - Meinian Health (sz002044) with a net inflow of HKD 23.6308 million from institutional investors [2] - Aimeike (sz300896) with a net inflow of HKD 5.8353 million from institutional investors [2] - Yier Eye Hospital (sz300015) with a net outflow of HKD 20.7620 million from retail investors [2]

爱尔眼科医院集团股份有限公司 关于2021年限制性股票激励计划首次授予部分第四个解除限售期 解除限售股份上市流通的提示性公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、误 导性陈述或者重大遗漏。 证券代码：300015 股票简称：爱尔眼科 公告编号：2025-100 特别提示： 1、本次限制性股票解除限售股份上市流通时间为 2025 年 12 月 15 日； 2、本次符合解除限售条件的激励对象共计 4,418 名，均满足 100%解除限售条件，可解除 限售的限制性股票数量为 19,390,095 股，占公司目前总股本的 0.2079%； 爱尔眼科医院集团股份有限公司（以下简称"公司"）于 2025 年 6 月 16 日召 开第六届董事会第三十六次会议和第六届监事会第二十四次会议，审议通过了《关 于 2021 年限制性股票激励计划首次授予部分第四个解除限售期解除限售条件成就 但股票暂不上市的议案》。公司董事会认为首次授予部分第四个解除限售期可解除 限售条件已经满足，根据 2020 年年度股东大会对董事会的授权，同意公司按照《公 司 2021 年限制性股票激励计划（草案）》（以下简称"本 ...

Core Insights - A total of 553 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more as of December 10 [1] - ST Jinglan has the longest streak of net outflows, with 23 days, followed by Aier Eye Hospital with 22 days [1] - The largest total net outflow amount is from Changcheng Military Industry, which has seen a cumulative outflow of 2.123 billion yuan over 12 days [1] Summary by Category Stocks with Longest Net Outflow Duration - ST Jinglan: 23 days of net outflow [1] - Aier Eye Hospital: 22 days of net outflow [1] - Sairisi: 7 days of net outflow [1] Stocks with Largest Net Outflow Amount - Changcheng Military Industry: 2.123 billion yuan over 12 days [1] - Aier Eye Hospital: 1.706 billion yuan over 22 days [1] - Sairisi: 1.370 billion yuan over 7 days [1] Stocks with Highest Net Outflow Proportion - *ST Zhengping: 26.44% decline over the last 5 days [1] - Aier Eye Hospital: 14.30% decline over 22 days [1] - Sairisi: 11.26% decline over 7 days [1] Additional Notable Stocks - Keda Xunfei: 1.209 billion yuan net outflow over 12 days with a 2.75% decline [1] - Dongfang Precision: 1.171 billion yuan net outflow over 7 days with a 10.92% decline [1] - Huaying Technology: 939 million yuan net outflow over 5 days with a 7.32% decline [1]

Core Viewpoint - Aier Eye Hospital Group has been awarded the "Annual Responsibility Practice Public Welfare Project" for its initiative addressing eye health issues among disadvantaged children in China, showcasing a comprehensive intervention model aligned with national health strategies [1][3]. Group 1: Project Overview - The "Caring for the Eye Health of Disadvantaged Children" project was launched in March 2025, led by the Hunan Provincial Civil Affairs Department, in collaboration with various foundations and local government agencies [3][4]. - The project aims to establish a sustainable and replicable long-term assistance mechanism rather than a one-time medical service [3][4]. Group 2: Intervention Model - The project employs a "screening-diagnosis-treatment-follow-up" four-dimensional closed-loop model, which includes professional screening, diagnosis, treatment, and ongoing monitoring of children's eye health [4]. - It integrates environmental improvements by donating 150 eye-protecting lamps to enhance children's reading conditions, reflecting a shift from merely treating existing conditions to preventing future issues [4][5]. Group 3: Achievements and Impact - Since its inception, the project has benefited over 8,000 children, successfully performed corrective surgeries on 8 children with conditions like strabismus, achieving a 100% success rate [5][6]. - The initiative has not only alleviated the financial burden on families but also instilled a scientific understanding of eye care among children, leading to significant social benefits [5][6]. Group 4: Replicability and Future Plans - The "Xiangxi Model" developed through this project has strong replicability and potential for expansion to other regions facing similar challenges, such as Chenzhou and Yongzhou [6]. - Aier Eye Hospital aims to deepen collaborations and expand the project to broader areas, contributing to social equity and the Healthy China strategy [6].

12月9日，2025（第九届）企业社会责任活动在深圳举行，现场发布了深蓝媒体智库企业社会责任优秀 案例榜单。爱尔眼科（300015）医院集团股份有限公司（以下简称"爱尔眼科"）因在高质量可持续发展 道路上，勇于承担社会责任，积极投入公益行动，获评"2025年度企业社会责任公益榜样"。 成立二十余年以来，爱尔眼科在追求自身发展的同时，积极践行社会责任，以人才、技术、资源等多方 面优势助推乡村振兴、关怀弱势群体、助力医疗与教育普惠。目前，爱尔眼科已累计支持公益项目873 项，公益足迹遍及全国31个省、自治区及直辖市的300多个地区，更三届蝉联"中华慈善奖"。 为推动公益事业的可持续发展，爱尔眼科首创"交叉补贴"公益模式，将高端医疗服务所获得的利润补贴 至低收入眼病患者群体，实现对困难眼疾患者的长期眼科医疗救助。为推广眼健康公益，破解眼健康普 惠难题，爱尔眼科深入基层尤其是偏远农村地区，广泛开展义诊筛查、科普宣教及手术救助等帮扶行 动，逐步构建起一个辐射老人、儿童、妇女、残疾人等弱势人群，覆盖白内障、青光眼、眼底病、角膜 病、近视防控等多个病种的眼健康关爱救助体系，为困境患者提供精准救助。 在国家乡村振兴战略的指引 ...

Core Insights - The Shenzhen-Hong Kong Stock Connect Medical Index (983036) closed at 4406.89 points, down 0.24%, with a trading volume of HKD 7.939 billion and a turnover rate of 0.88% [1] - Among the index constituents, 23 stocks rose while 34 stocks fell, with Yiyang Sunshine leading the gainers at 3.98% and Jinxin Fertility leading the decliners at 3.89% [1] Index Constituents Summary - The top ten constituents of the Shenzhen-Hong Kong Stock Connect Medical Index are as follows: - Mindray Medical (sz300760) holds a weight of 14.56%, latest price at HKD 200.05, down 1.16%, with a market cap of HKD 242.549 billion [1] - Aier Eye Hospital (sz300015) has a weight of 11.62%, latest price at HKD 11.40, up 0.89%, with a market cap of HKD 106.31 billion [1] - Lepu Medical (sz300003) has a weight of 4.85%, latest price at HKD 15.89, up 0.38%, with a market cap of HKD 29.292 billion [1] - Aimeike (sz300896) has a weight of 4.80%, latest price at HKD 142.81, down 0.11%, with a market cap of HKD 43.213 billion [1] - Yuyue Medical (sz002223) has a weight of 4.66%, latest price at HKD 35.84, down 0.83%, with a market cap of HKD 35.929 billion [1] - Yingke Medical (sz300677) has a weight of 3.64%, latest price at HKD 43.72, up 0.97%, with a market cap of HKD 28.644 billion [1] - Furuide (sz300049) has a weight of 3.59%, latest price at HKD 70.75, up 0.71%, with a market cap of HKD 18.747 billion [1] - Meinian Onehealth (sz002044) has a weight of 3.58%, latest price at HKD 5.13, down 0.58%, with a market cap of HKD 20.08 billion [1] - Sinopharm (hk01099) has a weight of 3.35%, latest price at HKD 18.51, down 0.97%, with a market cap of HKD 57.767 billion [1] - Ping An Good Doctor (hk01833) has a weight of 2.63%, latest price at HKD 13.18, up 0.21%, with a market cap of HKD 28.495 billion [1] Capital Flow Analysis - The index constituents experienced a net outflow of main funds totaling HKD 230 million, while retail investors saw a net inflow of HKD 268 million [1] - Detailed capital flow for specific stocks shows: - Furuide (sz300049) had a main fund net inflow of HKD 8.7323 million, with retail outflows of HKD 3.3726 million [2] - Aier Eye Hospital (sz300015) had a main fund net inflow of HKD 6.6536 million, with retail outflows of HKD 1.8752 million [2] - Lepu Medical (sz300003) had a main fund net inflow of HKD 3.7716 million, with retail outflows of HKD 0.7273 million [2]