来源：扬州国金集团 每日｜荐读 热文： 谁押中了沐曦股份？ 荐读： 2025募资市场年度观察：一年聊过239家LP的真实感受 荐读： 2025年IPO退出盘点：哪些GP赚钱了？ 热文： 投资人"忙疯了" 2026年1月23日，爱博弘盛（扬州）股权投资基金合伙企业（有限合伙）完成工商登记，标志着 扬州市首支CVC生物医药产业子基金顺利落地。该基金由国信弘盛私募基金管理有限公司担任基 金管理人及执行事务合伙人，联合爱博医疗（688050.SH）、扬州市生物医药产业投资基金、广 陵区共同出资设立， 总认缴规模5亿元。 据悉，该基金未来将联合产业龙头与地方国资，以"产业+资本+券商资源"为核心模式，聚焦生物 医药赛道，开展专业化投资布局。 ...

爱博医疗与理大将围绕近视防控与光学技术核心领域，在研发、临床转化及人才培养方面展开深度协 作。双方将充分发挥各自优势，共同突破行业关键技术瓶颈。 解江冰博士表示："爱博医疗始终将创新视为发展的驱动力。理大在眼科视光领域处于国际领先地位， 是全球该领域重要的科研创新与人才培养高地。爱博医疗期待以本次合作为契机，积极响应国家深化粤 港澳大湾区协同发展的战略部署，与理大携手整合产业资源与高校科研优势，实现优势互补，提升科研 成果的转化效率与落地能力。" 赵汝恒教授表示："理大一直致力于推动科研创新及促进产学研深度融合。此次与爱博医疗的合作，标 志着我们在眼科视光领域的科研成果和技术转化迈向新里程。双方在研发、临床转化及人才培养等多方 面紧密协作，不仅能加速创新技术的落地应用，更能为行业培养更多高素质专业人才。理大将充分发挥 国际化平台和科研资源优势，携手爱博医疗共同推动大湾区及全球眼健康事业的发展，为促进科技交流 与产业协同进步作出积极贡献。" 本报记者 许林艳 1月26日，爱博诺德（北京）医疗科技股份有限公司（以下简称"爱博医疗"）与香港理工大学（以下简 称"理大"）签署合作协议，双方将在合作研发、临床转化与人才 ...

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]

签约仪式于理大校园举行，爱博医疗创始人、董事长兼总经理解江冰博士和理大高级副校长（研究及创 新）赵汝恒教授代表双方签署合作协议。 1月26日，爱博医疗(688050)与香港理工大学（以下简称"理大"）签署合作协议，双方将在合作研发、 临床转化与人才培育三大核心维度深度联动，构建长效稳固的战略协同机制。 双方亦将通过技术验证与应用试点，借助爱博医疗商业化能力与市场化运营能力，加速科研成果落地， 实现创新技术与产业需求的有效衔接。爱博医疗设有眼科视光奖学金，可提供科研实践、实习岗位，理 大具有人才培养、国际视野、全球资源等优势，双方共建联合培养机制，可实现人才成长与产业发展的 精准匹配。同时，爱博医疗还将和理大初创企业瞳研科技有限公司共同探索近视控制前沿科技，助力大 学科研成果产业化落地。 爱博医疗始终秉持开放协作的理念。公司长期与国内眼科医院、行业协会紧密合作，共建教学实践基 地，持续为行业输送高素质专业人才，同时深度参与行业标准的制定与完善。此次签约将成为公司发展 新起点，助力中国眼科技术走向国际舞台。 解江冰博士表示："爱博医疗始终将创新视为发展的驱动力。理大在眼科视光领域处于国际领先地位， 是全球该领域重 ...

Core Viewpoint - Aibo Medical (688050) is planning to acquire at least 51% of the shares of Demei Medical, aiming to gain control over the company, which is a leading player in the domestic sports medicine sector [1] Company Announcement Summary - Aibo Medical signed a letter of intent on January 20, 2026, with Demei United (Chongqing) Medical Technology Co., Ltd. and its founder Li Jianbo to acquire at least 51% of Demei Medical's shares through a combination of acquisition loans and self-funding [1] - Demei Medical is recognized as a national high-tech enterprise and a "specialized, refined, and innovative" small giant enterprise, holding 276 patents and covering the entire chain from preoperative prevention to surgical treatment and postoperative rehabilitation [1] - The transaction is subject to due diligence, formal agreement signing, and internal approval processes, and currently serves as a preliminary intention without legal binding force, except for confidentiality and exclusivity clauses [1]

Core Viewpoint - Aibo Medical announced that by the end of June 2025, the company expects to have nearly 300 research and development personnel [2] Group 1 - The company is actively expanding its R&D team to enhance its capabilities [2] - Information regarding the compensation of board members will be disclosed in the company's regular reports [2]

Group 1 - The core viewpoint of the article is that Aibo Medical has confirmed normal management of accounts receivable and no equity pledge risk for its major shareholder [1] Group 2 - As of the current date, the company states that its accounts receivable management is functioning normally [1] - The major shareholder of the company has no equity pledge situation [1] - There is no existence of pledge risk associated with the company's major shareholder [1]

Core Viewpoint - Aibo Medical has been actively selling its artificial lens products in various EU countries since their launch, indicating a successful market penetration strategy [1]. Group 1 - The company has reported that its artificial lens products are being sold in Germany, France, Italy, and other EU countries and regions [1]. - Investors are encouraged to refer to the company's regular reports for more detailed information regarding sales and market performance [1].

Core Viewpoint - The company acknowledges the widespread application of AI technology across various industries and plans to actively promote its use in research, production, and sales based on industry characteristics and the company's actual situation [1] Group 1 - The company is aware of the extensive use of AI technology in different sectors [1] - The company intends to leverage AI technology in its operations [1] - The application of AI will be tailored to the specific characteristics of the industry and the company's circumstances [1]

Group 1 - The core viewpoint of the article highlights that Aibo Medical's Longjing PR product is leading in the domestic market, breaking the monopoly of imported products in its field due to its excellent optical performance, good biocompatibility, and diverse model adaptations [1]