证券代码：300896 证券简称：爱美客 公告编号：2025-034 号 爱美客技术发展股份有限公司 关于 2025 年半年度利润分配预案的公告 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。 一、审议程序 爱美客技术发展股份有限公司（以下简称"公司"）于 2025 年 8 月 18 日召 开第三届董事会第二十次会议、第三届监事会第十六次会议，会议审议通过了《关 于〈公司 2025 年半年度利润分配预案〉的议案》，本议案尚需提交公司 2025 年第二次临时股东大会审议。 二、2025 年半年度利润分配预案内容 公司 2025 年半年度合并报表归属于母公司所有者的净利润为 78,946.25 万 元，其中母公司实现净利润 79,719.91 万元。截至 2025 年 6 月 30 日，合并报表 中累计可供股东分配的利润为 401,953.94 万元，母公司累计可供分配利润为 422,958.25 万元。 基于公司持续、稳健的盈利能力和良好的财务状况，以及对未来发展的良好 预期，在符合利润分配原则、保证公司正常经营和长远发展的前提下，为积极合 理回报投资者、共享企 ...

关注具备临床价值领先+商业化能力突出的企业 行业回顾 2025 年 8 月 18 日 证券研究报告 行业周报 行业评级： | 报告期：2025.8.4-2025.8.17 | | | --- | --- | | 投资评级 | 看好 | | 评级变动 | 维持评级 | 医药生物行业双周报 2025 年第 17 期总第 140 期 商保创新药目录初审名单发布 本报告期医药生物行业指数涨幅为 2.21%，在申万 31 个一级行业中 位居第 21，跑输沪深 300 指数（3.64%）。从子行业来看，医疗耗材、 医院涨幅居前，涨幅分别为 8.58%、6.89%；线下药店、医药流通跌 幅居前，跌幅分别为 3.12%、1.94%。 行业走势： 估值方面，截至 2025 年 8 月 15 日，医药生物行业 PE（TTM 整体法， 剔除负值）为 31.38x（上期末为 30.97x），估值上行，低于均值。医 药生物申万三级行业 PE（TTM 整体法，剔除负值）前三的行业分别 为疫苗（62.98x）、医院（40.19x）、医疗耗材（39.11x），中位数 为 34.38x，医药流通（15.85x）估值最低。 XXXX@gwgsc ...

证券之星消息，8月18日医疗美容板块较上一交易日上涨1.03%，锦波生物领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。医疗美容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) | | | --- | --- | --- | --- | --- | --- | --- | | 832982 | 锦波生物 | 308.46 | 3.60% | 1.60万 | | 4.82 乙 | | 300896 | 爱美客 | 183.87 | 1.09% | 4.34万 | | 7.961Z | | 688363 | 华熙生物 | 53.84 | 1.01% | 4.93万 | | 2.65亿 | | 000615 | *ST美谷 | 3.21 | 0.31% | 10.72万 | | 3415.99万 | 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。 从资金流向上来看，当日医疗美容板块主力资金净流出781.13万元，游资资金净流入307 ...

商贸零售 2025 年 08 月 17 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -12% 0% 12% 24% 36% 48% 60% 72% 2024-08 2024-12 2025-04 商贸零售 沪深300 相关研究报告 《7 月社零同比+3.7%，金银珠宝和化 妆 品 环 比 改 善 — 行 业 点 评 报 告 》 -2025.8.15 《武商集团布局仓储会员店，探索本 土化成长路径—行业周报》-2025.8.10 《7 月抖音护肤韩束稳居第一，老铺黄 金新天地店开业 — 行 业 周 报 》 -2025.8.3 7 月社零同比+3.7%，老铺黄金官宣产品调价计划 ——行业周报 | 黄泽鹏（分析师） | 陈思（联系人） | 姚慕宇（联系人） | | --- | --- | --- | | huangzepeng@kysec.cn | chensi@kysec.cn | yaomuyu@kysec.cn | | 证书编号：S0790519110001 | 证书编号：S0790124070031 | 证书编号：S0790125040021 | 7 月社零同比+3.7%，老铺黄金官宣产品调价计 ...

Group 1 - The stock price of Aimeike is reported at 181.89 yuan, down 0.37% from the previous trading day, with a trading range of 179.05 yuan to 182.56 yuan and a transaction amount of 772 million yuan [1] - Aimeike is a leading company in the field of biological medical soft tissue repair materials in China, focusing on the research, production, and sales of medical beauty-related products, including injectable sodium hyaluronate series and polycaprolactone facial implant lines [1] - The company recently announced on its investor interaction platform that its semaglutide injection is indicated for weight management, and the project is currently progressing normally [1] Group 2 - Aimeike is acquiring the South Korean company REGEN to introduce advanced overseas technology and accelerate product iteration and upgrades [1] - Aimeike's subsidiary, REGEN, is involved in an arbitration case amounting to 1.6 billion yuan, which has not yet been heard in court [1] - Data shows that Aimeike experienced a net outflow of 120 million yuan in main funds on the day, with a cumulative net outflow of 245 million yuan over the past five days [1]

Core Viewpoint - The China Securities Index for Healthcare Equipment and Services has shown significant growth, indicating a positive trend in the healthcare sector [1]. Group 1: Index Performance - The CSI Healthcare Equipment and Services Index increased by 1.49%, reaching 15,129.06 points, with a trading volume of 32.457 billion [1]. - Over the past month, the index has risen by 9.35%, by 9.86% over the last three months, and by 8.89% year-to-date [1]. Group 2: Index Composition - The index is composed of listed companies in the healthcare sector, reflecting the overall performance of these companies [1]. - The top ten weighted companies in the index include Mindray Medical (9.08%), United Imaging (7.41%), Aier Eye Hospital (7.13%), and others [1]. - The index's holdings are primarily from the Shenzhen Stock Exchange (59.69%) and the Shanghai Stock Exchange (40.31%) [1]. Group 3: Industry Representation - The index exclusively represents the pharmaceutical and healthcare industry, with a 100% allocation to this sector [1]. Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2]. - Public funds tracking the healthcare index include various Southern and Tianhong funds, as well as ETFs from multiple asset management companies [2].

Group 1 - The core viewpoint of the article is that Aimeike (300896.SZ) is progressing normally with its project related to semaglutide for weight management, while the product from Yinnuo Pharmaceutical is aimed at glucose reduction [1] - Aimeike has been developing its semaglutide project for three years and has invested a significant amount of funds into it [3] - There is a concern regarding competition between Aimeike's semaglutide and Yinnuo Pharmaceutical's product, prompting questions about the company's strategic decisions in the current market environment [3]

（文章来源：证券日报） 证券日报网讯爱美客8月15日在互动平台回答投资者提问时表示，公司在引进海外先进技术、开展海外 临床试验与注册、拓展海外市场等方面持续探索。收购韩国REGEN公司不仅将国外先进的产品、技术 与服务引入国内，同时可以利用REGEN公司丰富的市场经验和渠道实现产品出海。公司通过收购项目 获取产品和技术，缩短自主研发的时间成本，加速产品迭代升级，从而不断提升公司的核心竞争力。 ...

证券日报网讯 爱美客（300896）8月15日在互动平台回答投资者提问时表示，公司在经营过程中始终秉 持稳健发展的理念，通过提升产品性能、产品差异化、服务水平和品牌影响力来提高市场竞争能力，从 长远看更有利于公司的可持续发展。 ...

Market Overview - The Shanghai Composite Index has surpassed 3700 points, with total market trading volume exceeding 2 trillion yuan, indicating a strong market characteristic and further solidifying the foundation for a slow bull market [1][10] - The market shows clear signs of sector rotation and upward movement, suggesting that holding stocks is advisable in the short to medium term [1][10] Economic Data - The National Bureau of Statistics released the national economic operation data for July [2] - The U.S. Producer Price Index (PPI) rose by 3.3% year-on-year in July, with a month-on-month increase of 0.9% [6] U.S. Stock Market Performance - The U.S. stock market showed mixed results, with the S&P 500 index slightly up by 0.03%, while the Dow Jones Industrial Average fell by 0.02% [3] - Intel shares surged by 7.4% following reports of potential government investment, while other tech stocks like Amazon and Netflix rose over 2% [3] Chinese Stock Market Performance - The Nasdaq Golden Dragon China Index fell by 2.13%, with major Chinese stocks like Li Auto and Alibaba experiencing declines of over 4% [4] Company Announcements - JD Group reported a second-quarter revenue of 356.7 billion yuan, a year-on-year increase of 22.4%, but net profit decreased to 6.2 billion yuan from 12.6 billion yuan in the same period last year [7] - China Shipbuilding Industry Company announced plans to terminate the listing of China Shipbuilding Heavy Industry Company following a merger [9] - Aimeike's subsidiary REGEN is involved in a significant arbitration case, with claims amounting to approximately 1.6 billion yuan [10]