LBPMedicine(SH:688393) Sou Hu Cai Jing·2026-01-01 19:38Core Viewpoint - Anbiping (688393) has experienced a decline in stock price and market capitalization, with significant shareholder reductions and developments in its business related to digital pathology and AI-assisted diagnostics [1][2][3]. Group 1: Stock Performance and Shareholder Changes - As of December 26, 2025, Anbiping's stock closed at 23.99 yuan, down 3.85% from the previous week [1]. - The total market capitalization of Anbiping is 2.217 billion yuan, ranking 121 out of 127 in the medical device sector and 5001 out of 5181 in the A-share market [1]. - From December 1 to December 30, 2025, major shareholders reduced their holdings by a total of 685,800 shares, representing 0.7329% of the company's total equity [2]. Group 2: Institutional Research Insights - The National Healthcare Security Administration's new guidelines on pathology services are relevant to Anbiping, particularly regarding digital slide scanning and case report uploads, which could incur penalties if not provided [3]. - Anbiping's cervical cytology product is currently in the registration process, with the potential for new revenue streams from auxiliary diagnostic services [3]. - The company has over 300 medical institutions collaborating on its scanning equipment as of the first half of 2025 [4]. Group 3: AI and Digital Tools in Diagnostics - The integration of AI in pathology diagnostics is expected to enhance efficiency, with previous tests showing a reduction in diagnosis time from 218 seconds per slide to 30 seconds [6][7]. - Anbiping plans to negotiate with local healthcare and pricing departments to implement new pricing structures for AI-assisted diagnostics [5][6]. - The company is also expanding its AI capabilities beyond cervical cytology, with ongoing projects in immunohistochemistry and fluorescence scanning [7]. Group 4: Company Announcements - Anbiping will hold its first extraordinary general meeting of 2026 on January 14, 2026, to discuss the election of a non-independent director [8]. - The company announced the resignation of two senior executives and the nomination of a new non-independent director candidate, pending shareholder approval [8].