证券代码：300685 证券简称：艾德生物 公告编号：2026-005 厦门艾德生物医药科技股份有限公司 关于回购公司股份的进展公告 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。 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2025年11月10日召开2025年第一次临时股东大会，审议通过了《关于以集中竞 价交易方式回购公司股份的议案》。公司使用自有资金和/或自筹资金，以集中 竞价方式回购股份用于注销并减少公司注册资本；回购资金总额为不低于人民币 10,000万元且不超过人民币20,000万元，具体回购资金金额以回购实施完成时实 际回购的金额为准；回购股份的实施期限为自公司股东大会审议通过本次回购方 案之日起12个月内。具体内容详见公司于2025年11月18日刊登在巨潮资讯网的 《回购报告书》。 根据《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》等相关规 定，现将公司回购股份进展的有关情况公告如下： 一、截止上月末的回购进展情况 截止 2026 年 2 月 28 日，公司通过回购专用证券账户以集中竞价交易方式实 施回购股份 ...

Core Viewpoint - The report from Guosen Securities indicates that the medical services and consumer-related sectors have experienced long-term adjustments, resulting in valuations at historical lows. By 2026, improvements in supply structure, increased treatment volumes, and store optimization are expected to lead to a dual recovery in fundamentals and valuations, with AI empowerment providing new momentum for leading companies [1][2]. Group 1: Medical Services and Consumer Sectors - The medical services and consumer-related sectors are currently undervalued and poised for performance recovery, with a focus on specific sub-sectors [2]. - In medical services, improvements in supply structure and consumer environment are anticipated to gradually revive business, with stable customer spending and increased treatment volumes. Leading companies are expected to provide positive earnings guidance for 2026, indicating a potential dual recovery in fundamentals and valuations. AI-related business developments are also expected to drive new growth for leading medical service firms. Key companies to watch include Aier Eye Hospital (300015), Gushengtang, Tongce Medical (600763), and Haijia Medical [2]. - The pharmacy sector has shown significant marginal improvement in performance since Q3 2025, with leading companies improving same-store performance quarterly. Regulatory support from nine ministries emphasizes the long-term development direction of industry concentration and chain rate enhancement, with non-pharmaceutical adjustments and store structure optimization driving short-term performance improvements. Key companies include Yifeng Pharmacy (603939) and Dazhenglin (603233) [2]. Group 2: Home Medical Devices - The growth of home medical device companies is driven by increased product penetration and domestic production rates. Rapid growth is observed in products like Continuous Glucose Monitors (CGM) and sleep apnea machines, with leading domestic brands expanding internationally. Traditional categories like blood pressure monitors are increasingly focusing on the high-end market, with domestic brands steadily increasing market share. The combination of high domestic growth and new overseas markets is expected to contribute to sustained performance growth for home medical device companies. Key companies include Yuyue Medical (002223), Kefu Medical (301087), Sanofi Biological (300298), and Ruimaite (301367) [3]. Group 3: Innovative Drug Development - The collaboration for the international expansion of innovative drugs continues to deepen, with recent significant agreements between Shiyao Group and AstraZeneca, as well as Innovent Biologics and Eli Lilly. These collaborations highlight the growing recognition of China's innovative drug development capabilities by multinational pharmaceutical companies, showcasing the efficiency and cost advantages of Chinese innovative drugs [4]. Group 4: Investment Portfolio for 2026 - The investment portfolio for 2026 includes A-shares such as Mindray Medical (300760), United Imaging Healthcare, WuXi AppTec (603259), New Industry (300832), Meihua Medical (301363), Adebiotech (300685), Zhend Medical (603301), Yaokang Biological, Kingmed Diagnostics (603882), Aier Eye Hospital, Yuyue Medical, Yifeng Pharmacy, and Dazhenglin; H-shares include Kangfang Biologics, Kelun-Botai Biologics-B, Hutchison China MediTech, Kangnuo-B, Sanofi Biopharma, Gushengtang, and Aikang Medical [5].

证券日报网讯 2月10日，艾德生物发布公告称，公司股东厦门科英投资合伙企业（有限合伙）于2026年 2月3日至2月9日通过集中竞价及大宗交易合计减持4775100股，占总股本1.22%，减持计划已完成，减 持后其持股比例由4.08%降至2.86%。 （文章来源：证券日报） ...

证券代码：300685 证券简称：艾德生物 公告编号：2026-004 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完成的公告 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。 厦门艾德生物医药科技股份有限公司（以下简称"艾德生物"或"公司"） 于2026年1月28日披露了《关于特定股东减持计划的预披露公告》（公告编号： 2026-002）。持公司股份15,940,946股的股东厦门科英投资合伙企业（有限合伙） （以下简称"厦门科英"）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。 厦门科英出具的《股份减持情况告知函》。 特此公告。 二、股东本次减持前后持股情况 | 股东名称 | 股份性质 | 本次减持前持有股份 | | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- | | | | 持股数量 | 占总股本比 | 持股数量 | 占总股 ...

Group 1 - The tumor gene testing industry is experiencing rapid development, with significant international transactions and domestic regulatory reforms since Q4 2025 [1] - Leading U.S. tumor gene testing companies have shown strong stock price growth, with Natera, Exact Science, Guardant, and Grail achieving annual stock price increases of 52%, 78%, 221%, and 464% respectively [1] - The tumor gene testing sector maintains high growth potential, covering early screening, auxiliary diagnosis, companion diagnosis, efficacy monitoring, and recurrence prediction in precision treatment [1] Group 2 - Exact Sciences is a leading company in colorectal cancer screening, with a revenue guidance of $3.22 to $3.235 billion for 2025, representing a growth of 16.7% to 17.2% [2] - The accessible market for colorectal cancer screening in the U.S. is approximately 120 million individuals aged 45-85, with about 70 million already screened [2] - Future growth drivers for Exact Sciences include rescreening, addressing care gaps, pricing increases for Cologuard Plus, targeting younger demographics, and a strong commercialization strategy [2] Group 3 - Natera is a leader in minimal residual disease (MRD) testing, with projected revenue of approximately $2.3 billion for 2025 [3] - The core MRD product, Signatera, achieved over 200,000 samples in Q3 2025, marking a 54% year-over-year increase [3] - Natera's Signatera is one of the most scientifically validated MRD testing products, supported by over 125 peer-reviewed publications across more than 30 tumor types [3] Group 4 - The tumor gene testing industry is in a growth phase, with significant international transactions and domestic regulatory innovations [4] - Key domestic players include Adicon Biotech, which presented innovative lung cancer MRD products, and BGI Genomics, which is expanding into various cancer early screening and monitoring scenarios [4] - Mirxes-B launched China's first early screening product for gastric cancer, while Burning Rock Medical's Lungwei has achieved excellent results in multiple cancer MRD clinical trials [4]

证券日报网讯2月2日，艾德生物（300685）发布公告称，截至2026年1月31日，公司通过回购专用证券 账户以集中竞价交易方式实施回购股份696，400股，占公司目前总股本的0.18%，回购股份的最高成交 价为22.16元/股，最低成交价为20.50元/股，支付的总金额为14，990，827.10元(不含交易费用)。 ...

格隆汇2月2日丨艾德生物(300685.SZ)公布，截止2026年1月31日，公司通过回购专用证券账户以集中竞 价交易方式实施回购股份696,400股，占公司目前总股本的0.18%，回购股份的最高成交价为22.16元/ 股，最低成交价为20.50元/股，支付的总金额为14,990,827.10元（不含交易费用）。本次回购符合公司 既定的回购股份方案及相关法律法规的要求。 ...

每经AI快讯，艾德生物2月2日晚间发布公告称，截至2026年1月31日，公司通过回购专用证券账户以集 中竞价交易方式实施回购股份约70万股，占公司目前总股本的0.18%，回购股份的最高成交价为22.16 元/股，最低成交价为20.5元/股，支付的总金额约为1499万元。 每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 （记者 王晓波） ...

厦门艾德生物医药科技股份有限公司 关于回购公司股份的进展公告 证券代码：300685 证券简称：艾德生物 公告编号：2026-003 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。 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2025年11月10日召开2025年第一次临时股东大会，审议通过了《关于以集中竞 价交易方式回购公司股份的议案》。公司使用自有资金和/或自筹资金，以集中 竞价方式回购股份用于注销并减少公司注册资本；回购资金总额为不低于人民币 10,000万元且不超过人民币20,000万元，具体回购资金金额以回购实施完成时实 际回购的金额为准；回购股份的实施期限为自公司股东大会审议通过本次回购方 案之日起12个月内。具体内容详见公司于2025年11月18日刊登在巨潮资讯网的 《回购报告书》。 根据《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》等相关规 定，现将公司回购股份进展的有关情况公告如下： 一、截止上月末的回购进展情况 截止 2026 年 1 月 31 日，公司通过回购专用证券账户以集中竞价交易方式实 施回购股份 ...

Investment Rating - The report maintains an "Outperform" rating for the tumor gene testing industry [1] Core Insights - The tumor gene testing industry is on a fast development track, with significant international transactions and domestic regulatory innovations occurring since Q4 2025. The market is expected to expand significantly as applications for tumor MRD and multi-cancer early screening mature [2][6] - Exact Sciences is a leading company in colorectal cancer screening, projecting revenues of $3.22 to $3.235 billion for 2025, representing a growth of 16.7% to 17.2%. The company aims for a compound annual growth rate (CAGR) of 15% from 2022 to 2027 [2][18] - Natera is recognized as a leader in minimal residual disease (MRD) testing, with its core product, Signatera, achieving a sample volume of over 200,000 in Q3 2025, reflecting a year-on-year growth of 54% [2][68] - The report emphasizes the importance of monitoring technological advancements and the positioning of leading companies in the tumor gene testing sector [2] Summary by Sections 1. Tumor Gene Testing Industry Overview - The tumor gene testing sector is experiencing rapid growth, with significant stock price increases for leading companies such as Natera (52%), Exact Science (78%), Guardant (221%), and Grail (464%) in 2025 [2][6] - The market is projected to expand significantly, with potential market sizes for early screening (multi-cancer MCED and colorectal cancer) estimated at $40-50 billion, MRD at $15-20 billion, and companion diagnostics/treatment guidance at $3-5 billion [11][12] 2. Exact Sciences: Colorectal Cancer Screening Leader - Exact Sciences has established a robust medical ecosystem with a testing capacity exceeding 10 million annually. Its core product, Cologuard, has a brand recognition rate of over 90% [18] - The company anticipates maintaining a revenue growth rate of 15% and aims for an adjusted EBITDA margin exceeding 20% by 2027 [18][24] - Cologuard's future growth drivers include rescreening, addressing care gaps, pricing increases for the Plus version, and expanding into younger demographics [45][48] 3. Natera: Leader in MRD Testing - Natera's MRD product, Signatera, is pivotal in assessing treatment efficacy and guiding clinical decisions, with a significant focus on ctDNA mutation detection [2][68] - The company is expanding its presence in women's health and organ health, while also entering the colorectal cancer screening market [2][68] 4. Domestic Company Landscape and Investment Recommendations - The report highlights the innovative developments from domestic companies such as Aide Biology, BGI, and Mirxes, which are making strides in lung cancer MRD products and multi-cancer early screening [2] - The report suggests monitoring the technological advancements and market positioning of these domestic leaders as the industry evolves [2]