证券日报网讯 1月19日，爱美客在互动平台回答投资者提问时表示，截至目前公司已形成了基于透明质 酸钠的系列皮肤填充剂、基于聚乳酸的皮肤填充剂、基于聚对二氧环己酮面部埋植线，以及基于神经除 皱肉毒毒素生物制剂的丰富的产品线。公司凭借全方位且具有差异化的产品矩阵来满足用户多元化的需 求。 （文章来源：证券日报） ...

证券日报网讯 1月19日，爱美客在互动平台回答投资者提问时表示，关于公司经营业绩情况，请关注公 司后续披露的定期报告。 （文章来源：证券日报） ...

证券之星消息，1月19日医疗美容板块较上一交易日上涨0.06%，锦波生物领涨。当日上证指数报收于 4114.0，上涨0.29%。深证成指报收于14294.05，上涨0.09%。医疗美容板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | | | 主力净占比 游资净流入（元） 游资净占比 散户净流入（元） 散户净占比 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 300896 | 爱美客 | 1601.06万 | 3.72% | -354.64万 | -0.82% | -1246.42万 | -2.89% | | 920982 锦波生物 | | 1007.51万 | 5.21% | -396.21万 | -2.05% | 428.06万 | 2.22% | | 000615 *ST美谷 | | -875.39万 | -21.03% | 275.73万 | 6.62% | 599.66万 | 14.40% | | 688363 华熙生物 | | -1534.56万 | -10.62% | 882.61万 | 6.11% | 65 ...

Investment Rating - Investment rating: Positive (maintained) [1] Core Insights - The luxury goods retail revenue in China is showing signs of recovery, with high-end brands like LVMH, Hermès, and Prada experiencing positive growth since Q2 2025 [15][16] - The global network literature market is witnessing rapid growth, particularly in Latin America, with WebNovel reaching nearly 400 million cumulative users by October 2025 [34][35] - The micro-drama and comic-drama market in China is projected to exceed 100 billion yuan in 2025, significantly surpassing the film box office revenue [37][38] - The probiotic market is expanding, with a focus on next-generation probiotics (NGPs) like AKK bacteria, which show significant potential in health applications [55][63] Summary by Sections 1. Duty-Free Shopping - Post-New Year duty-free shopping in Hainan shows strong growth, with sales reaching 3.89 billion yuan and a 49.6% year-on-year increase in shopping amount [31][33] - The high net worth individuals are expected to drive luxury consumption, with a notable increase in spending on preservation-type luxury goods [15][16] 2. Network Literature - The Chinese network literature market reached 49.55 billion yuan in 2024, with a 29.37% year-on-year growth, while the overseas market grew by 10.68% [34] - WebNovel has cultivated nearly 530,000 authors and over 820,000 original works, with a significant increase in user engagement [34][35] 3. Micro-Drama - The micro-drama and comic-drama market in China is expected to reach 100 billion yuan in 2025, with a 98% year-on-year growth [37][38] - The user base for micro-dramas is approaching 700 million, with a strong preference among female viewers [40][42] 4. Probiotics - The global probiotic market is projected to grow at a CAGR of 8.7%, reaching 93.49 billion USD by 2028, with China's market expected to reach 134.89 billion yuan by 2024 [55][63] - Next-generation probiotics like AKK bacteria are gaining traction, with significant potential in health management and consumer interest [55][63]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The report highlights the competitive advantage of Qian Dama through its "community small store + daily clearance mechanism + warehouse and cold chain" model, which enhances supply stability and operational efficiency [3][24][35] - The report emphasizes the importance of emotional consumption themes and identifies high-quality companies in high-growth sectors, recommending specific companies across various segments [6][37] Summary by Sections Industry Overview - The retail and social service indices reported a decline of 1.47% and an increase of 1.53% respectively during the week of January 12-16, 2026 [5][13] - The internet e-commerce sector showed the highest growth, with a year-to-date increase of 11.18% [16][19] Company Highlights - Qian Dama has submitted its IPO application to the Hong Kong Stock Exchange, focusing on fresh food retail in the South China market, with a GMV of 9.8 billion yuan in 2024, significantly outperforming its competitors [24][25] - The company operates 2,983 stores, with 2,898 being franchise stores, contributing over 90% of its revenue [25][31] - The report recommends several companies based on their performance and market positioning, including: - Chaohongji, expected to achieve a net profit of 436-533 million yuan in 2025, driven by brand upgrades and channel expansion [39][43] - Meilitiantian Medical Health, projected to see a revenue increase of 28.2% in FY2025H1 [39] - Zhou Dafu, focusing on product structure optimization and store upgrades [39] Investment Themes - Investment Theme 1: Focus on high-end gold and fashion jewelry brands, recommending Chaohongji and Laopu Gold [6][37] - Investment Theme 2: Emphasize retail companies adapting to trends and AI-enabled cross-border e-commerce leaders, recommending Yonghui Supermarket and Aiyingshi [6][37] - Investment Theme 3: Highlight domestic beauty brands that meet emotional value and safety innovation, recommending Maogeping and Pola [6][37] - Investment Theme 4: Focus on differentiated medical beauty product manufacturers and leading medical beauty institutions, recommending Meilitiantian Medical Health and Aimeike [6][37]

爱美客在此期间是否错过了最佳的商业化时机？公司制定了怎样的销售策略？ 2026年1月12日，爱美客方面在接受《中国经营报》记者采访时表示："中国肉毒毒素市场的渗透率仍远 低于成熟市场，未来增长空间广阔。当前产品获批的时机，正值市场进一步规范、消费者认知日益成熟 之际，这为我们提供了更为理性、更可持续的商业化窗口。我们将依托已建立的专业渠道和品牌优势， 高效推进上市工作。"公司将根据注射用A型肉毒毒素产品通过进口药品检验时间、市场情况等因素确 定该产品在中国上市销售的时间。此外，公司将综合评估研发成本、市场定位、渠道、品牌、与公司现 有产品协调等因素确定销售策略。 中经记者 陈婷 赵毅 深圳报道 一桩8年前敲定的独家经销生意，终于在近期有了落地的眉目。 2026年1月8日，爱美客（300896.SZ）公告，在中国（包括澳门和香港）独家经销韩国Huons Bio Pharma Co。， Ltd。（以下简称"Huons BP"）生产的注射用A型肉毒毒素产品取得国家药监局核准签发 的药品注册证，获批产品规格为100 U/瓶。 肉毒毒素在业内有"除皱神器"之称。早在2018年9月，爱美客与韩国HuonsCo。， Ltd ...

Group 1 - The company, Aimeike (300896.SZ), has stated on its interactive platform that it currently does not have any technology or business plans related to AI [1]

每经AI快讯，有投资者在投资者互动平台提问：你们有没有使用AI技术进行医疗美容？ 爱美客（300896.SZ）1月15日在投资者互动平台表示，公司主营业务为Ⅲ类医疗器械，是Ⅲ类医疗器械 的提供商。公司下游客户主要为有资质的医疗美容机构及经销商，下游客户根据法律法规及其合法资质 独立对外开展医疗服务。 （记者 王晓波） ...

从资金流向上来看，当日医疗美容板块主力资金净流出1305.43万元，游资资金净流入1400.89万元，散 户资金净流出95.45万元。医疗美容板块个股资金流向见下表： 证券之星消息，1月15日医疗美容板块较上一交易日下跌1.03%，爱美客领跌。当日上证指数报收于 4112.6，下跌0.33%。深证成指报收于14306.73，上涨0.41%。医疗美容板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

1月15日，爱美客盘中下跌2.02%，截至11:25，报148.71元/股，成交3.83亿元，换手率1.22%，总市值 449.98亿元。 资金流向方面，主力资金净流出1833.83万元，特大单买入2412.46万元，占比6.30%，卖出2753.53万 元，占比7.19%；大单买入6945.86万元，占比18.15%，卖出8438.62万元，占比22.05%。 爱美客今年以来股价涨4.93%，近5个交易日涨1.86%，近20日涨5.80%，近60日跌11.38%。 资料显示，爱美客技术发展股份有限公司位于北京市朝阳区建国路甲92号世茂大厦C座21层，成立日期 2004年6月9日，上市日期2020年9月28日，公司主营业务涉及从事生物医用软组织修复材料的研发、生 产和销售。主营业务收入构成为：溶液类注射产品57.27%，凝胶类注射产品37.97%，其他3.01%，冻干 粉类注射产品1.50%，面部埋植线0.26%。 截至1月9日，爱美客股东户数6.15万，较上期增加2.32%；人均流通股3393股，较上期减少2.27%。2025 年1月-9月，爱美客实现营业收入18.65亿元，同比减少21.49%；归母净利润 ...