南财智讯1月28日电，艾德生物公告，持公司股份15,940,946股（占公司总股本的4.08%）的股东厦门科 英投资合伙企业（有限合伙）计划在本减持计划公告之日起三个交易日后的三个月内，以大宗交易和集 中竞价方式减持公司股份，减持数量不超过477.51万股（占公司总股本的1.22%）。 ...

证券代码：300685 证券简称：艾德生物 公告编号：2026-002 厦门艾德生物医药科技股份有限公司 关于特定股东减持计划的预披露公告 股东厦门科英投资合伙企业（有限合伙）保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、股东厦门科英投资合伙企业（有限合伙）不是公司控股股东、实际控制人，本次减 持计划实施不会影响公司治理结构和持续经营，不会导致公司控制权发生变更。 2、持公司股份15,940,946股（占公司总股本1的4.08%）的股东厦门科英投资合伙企业（有 限合伙）计划在本减持计划公告之日起三个交易日后的三个月内以大宗交易和集中竞价的方 式减持公司股份，减持数量不超过4,775,100股（占公司总股本的1.22%）。 厦门艾德生物医药科技股份有限公司（以下简称"公司"或"艾德生物"） 于近日收到股东厦门科英投资合伙企业（有限合伙）（以下简称"厦门科英"） 出具的《减持计划告知函》，现将具体情况公告如下： 二、减持计划的主要内容 一、股东的基本情况 股东名称 持有公司股份数量（股） 占总 ...

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]

Investment Rating - The investment rating for the pharmaceutical industry is "Positive" (maintained) [4] Core Viewpoints - The US tumor gene testing industry is accelerating, and there are positive domestic opportunities. The market for gene testing has low penetration rates but high growth potential, particularly in colorectal cancer early screening, treatment selection, and minimal residual disease (MRD) testing, which are all billion-dollar markets [3][8] - The report emphasizes the importance of innovation in the pharmaceutical sector, highlighting that the Chinese pharmaceutical industry has completed a transition from old to new growth drivers, particularly in innovative drugs. Companies like Heng Rui Medicine and Han Sen Pharmaceutical have made significant strides in innovation [5][41] - The report suggests that the aging population and the increasing demand for healthcare services will continue to drive growth in the pharmaceutical industry, supported by a multi-layered payment system and advancements in technology such as AI and brain-computer interfaces [41][42] Summary by Sections Market Performance - From January 12 to January 16, the pharmaceutical index fell by 0.68%, with 202 stocks rising and 261 falling. The top gainers included Baolait (up 48.76%) and Hualan Biological (up 32.72%), while the biggest losers were Sunflower (down 37.48%) and *ST Changyao (down 33.33%) [5][25][27] Gene Testing Industry - The report highlights the rapid development of the US tumor gene testing industry, with companies like Natera and Guardant Health showing impressive revenue growth. Natera's Q4 2025 revenue reached $660 million, a 39% year-on-year increase, while Guardant Health's revenue for the same period was $280 million, also up 39% [8][9] - The report notes that the domestic gene testing market is expected to grow rapidly, with companies like BGI and Edan Diagnostics actively positioning themselves in the MRD and early screening sectors [24][22] Investment Recommendations - The report recommends focusing on strong fundamentals and undervalued stocks in the innovative drug sector, including companies like Xinyi Tai, Zecjin Pharmaceutical, and Shanghai Yizhong. It also suggests monitoring emerging technologies in healthcare, such as AI and brain-computer interfaces, which are expected to see significant advancements in 2026 [5][45][44] - Specific investment combinations for January include Xinyi Tai, China Biologic Products, and Sanofi Pharmaceutical, among others [45]

Core Insights - The biopharmaceutical industry in China is a strategic emerging industry, crucial for public health, technological innovation, and enhancing national pharmaceutical autonomy. The market size is projected to grow from CNY 4,210 billion in 2022 to CNY 8,000 billion by 2028, with an annual growth rate stabilizing between 10%-12% [1][2][23]. Industry Overview - In 2020, the biopharmaceutical market in China was valued at CNY 3,457 billion, increasing to CNY 4,100 billion in 2021, representing an 18.6% year-on-year growth. However, growth slowed to 2.68% in 2022, with a slight increase to CNY 4,210 billion [1][2]. - The industry is segmented into upstream (raw materials and medical devices), midstream (drug synthesis and production), and downstream (drug distribution). Biopharmaceuticals and chemical drugs have higher profit margins, with biopharmaceutical companies reporting gross margins of 80%-86% [2][4]. Xiamen Biopharmaceutical Industry - Xiamen is a key hub for biopharmaceutical industry development, recognized as a national strategic emerging industry cluster. The local government has implemented various supportive policies since 2016, focusing on innovation and industrialization [6][9]. - The industrial output value of Xiamen's biopharmaceutical sector reached CNY 1,045.87 billion in 2022, with a slight decline to CNY 847 billion in 2023, and is projected to stabilize around CNY 840 billion in 2024 [17][18]. Policy Environment - Xiamen's government has introduced multiple measures to support the biopharmaceutical industry, including financial incentives for R&D and commercialization, with significant rewards for new drug development and medical device innovation [9][26]. - The city aims to establish a CNY 100 billion venture capital fund and enhance the entire process from R&D to clinical application by 2025 [23][26]. Future Outlook - By 2025, Xiamen plans to significantly increase the number of registered biopharmaceutical companies, with projections indicating over 2,200 registered firms, marking a notable rise from previous years [18]. - The city aims to develop a CNY 700 billion biopharmaceutical industry chain, supported by specialized parks and a focus on various sub-sectors, including biopharmaceuticals and medical devices [23][26].

Group 1 - The company, Aide Biotechnology, stated that it will disclose the number of shareholders at specific points in time in its regular reports to ensure equal access to information for investors [2] - The company encourages investors to pay attention to the relevant information disclosed in its reports [2]

Group 1 - The core viewpoint of the article is that the company, Aide Biotechnology (艾德生物), is actively expanding its overseas market presence [1] - The company's products have entered multiple countries and regions globally, establishing a strategic focus on East Asia and Europe [1] - The company is gradually extending its global business layout to emerging markets such as Southeast Asia, the Middle East, Africa, and Latin America [1]

Group 1 - The core viewpoint of the news is that Aide Biological has seen a significant increase in its stock price, rising 5.23% to 22.95 CNY per share, with a total market capitalization of 8.986 billion CNY and a trading volume of 1.79 billion CNY [1] - Aide Biological specializes in the research, production, and sales of molecular diagnostic products for precision oncology, with its main revenue sources being testing reagents (83.43%), clinical research services (9.84%), and testing services (5.61%) [1] - The company has experienced a cumulative stock price increase of 4.06% over the past three days, indicating positive market sentiment [1] Group 2 - Among the top shareholders of Aide Biological, Huabao Fund's Huabao Zhongzheng Medical ETF (512170) reduced its holdings by 1.3344 million shares in the third quarter, now holding 7.7022 million shares, which is 1.98% of the circulating shares [2] - The Huabao Zhongzheng Medical ETF has achieved a year-to-date return of 12.08% and a one-year return of 25.54%, ranking 675 out of 5,517 and 3,238 out of 4,203 respectively in its category [2] - The fund manager, Hu Jie, has a tenure of 13 years and has managed a total asset size of 100.204 billion CNY, with the best fund return during his tenure being 173.62% [3]

Group 1 - The A-share technology sector opened high but experienced a pullback, with the medical device ETF (562600) rising by 2.32% in early trading [1] - The medical device sector showed resilience, with notable stock performances: Di'an Diagnostics hitting the daily limit, BGI Genomics increasing by 14.41%, Hualan Biological by 8.01%, and Aide Biological by 5.41% [1] - The medical device ETF (562600) has seen significant capital inflow, with a net inflow of 140 million in the last five days and 162 million in the last ten days, reaching a trading volume of 30.68 million [1] Group 2 - The Shanghai government has announced the "Shanghai Brain-Machine Interface Future Industry Cultivation Action Plan (2025-2030)", aiming for clinical applications of invasive products by 2027 and full clinical application by 2030, establishing a global innovation hub [1] - The brain-machine interface industry is expected to benefit from policies such as the 14th Five-Year Plan, medical insurance coding, and medical device standards, with potential explosive growth in the global market [2] - The medical device ETF (562600) tracks the CSI All-Share Medical Device Index, with a 23.8% allocation to brain-machine interfaces, the highest among listed ETFs, effectively capturing growth opportunities in this niche [2]

Core Viewpoint - The stock price of Aide Biological has shown a modest increase of 6.11% since the beginning of the year, with a recent uptick of 2.07% on January 9, 2025, indicating a stable performance in the market [1][2]. Group 1: Stock Performance - As of January 9, 2025, Aide Biological's stock price reached 21.71 CNY per share, with a trading volume of 1.24 billion CNY and a market capitalization of 8.5 billion CNY [1]. - The stock has experienced a 6.11% increase in price this year, with a 6.11% rise over the last five trading days, a slight 0.05% increase over the last 20 days, and a 4.36% decline over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Aide Biological reported a revenue of 866 million CNY, reflecting a year-on-year growth of 2.08%, while the net profit attributable to shareholders was 263 million CNY, marking a 15.50% increase [2]. - The company has distributed a total of 421 million CNY in dividends since its A-share listing, with 232 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Aide Biological increased to 26,600, a rise of 5.23%, with an average of 14,628 circulating shares per shareholder, down by 4.97% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 35.39 million shares, an increase of 3.72 million shares from the previous period [3].