每经头条（nbdtoutiao）——伤亡180万人！俄乌冲突四周年，陷入谈判死局、战场僵局、经济困局！谁 为战争买单 （记者 曾健辉） 每经AI快讯，爱博医疗2月25日晚间发布公告称，2026年2月25日，公司分别与德美医疗6名自然人股 东、北京德聚盈信息咨询中心（有限合伙），以及10名机构股东签署了《关于德美联合（重庆）医疗科 技有限公司股权转让协议》，拟使用并购贷款及自有资金收购德美医疗68.31%股权。公司支付第一期 股转款后，本次交易涉及的德美医疗股权将全部完成办理工商变更登记，公司将享有作为目标公司股东 的全部权利和权益，德美医疗将成为公司控股子公司，纳入公司合并报表范围。 ...

爱博医疗(688050.SH)公告称，公司拟使用并购贷款及自有资金收购德美联合（重庆）医疗科技有限公 司68.31%股权，交易对价为6.83亿元。标的公司已入选第四批国家高值医用耗材集采A组，位列行业第 一梯队；拥有丰富临床专家资源，销售网络覆盖全国及东南亚、拉丁美洲、中东、欧洲等海外区域，在 产品/技术研发、生产制造、境内外销售渠道等方面与公司存在一定的协同性。 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。 ...

证券代码：688050 证券简称：爱博医疗 公告编号：2026-002 爱博诺德（北京）医疗科技股份有限公司 关于收购德美联合（重庆）医疗科技有限公司 部分股权的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、交易概述 重要内容提示： 爱博诺德（北京）医疗科技股份有限公司（以下简称"爱博医疗""公司" 或"受让方"）拟使用并购贷款及自有资金收购德美联合（重庆）医疗科技有限公 司（以下简称"德美医疗""标的公司""标的资产"或"目标公司"）68.31%股权， 本次交易对价为人民币 68,300.46 万元。公司支付第一期股转款后，本次交易涉及 的德美医疗股权将全部完成办理工商变更登记，公司将享有作为目标公司股东的 全部权利和权益，德美医疗将成为公司控股子公司，纳入公司合并报表范围。 标的公司作为国内运动医学的头部企业，是国家高新技术企业和国家级专 精特新"小巨人"企业，拥有 276 项专利技术，建成了现代化生产基地与研发中 心，具备技术研发实力与市场竞争力。标的公司已入选第四批国家高值医用耗材 集采 A 组，位列行业第 ...

Core Viewpoint - The article discusses the current funding logic in the market, highlighting the significant movements of public funds in the technology sector, particularly in the semiconductor and biopharmaceutical industries, as they adjust their portfolios based on performance and valuation metrics [3][8]. Group 1: Public Fund Movements - Public funds have shown a notable shift in their holdings, particularly in the STAR Market, with the STAR 50 Index rising by 12.1% this year [3][4]. - The total market capitalization of STAR Market companies reached 10.4 trillion yuan, with the technology sector dominating, accounting for 62.1% of the total market cap [5][6]. - The semiconductor industry remains the core focus for fund allocation, with 12 companies in the sector having a market capitalization exceeding 10 billion yuan [9][11]. Group 2: Semiconductor Sector Insights - The market's pricing anchor for the semiconductor sector has shifted from "valuation expansion" to "performance realization," emphasizing the importance of actual earnings [13][14]. - Key drivers for future growth in the semiconductor sector include strong order backlogs, profit growth through acquisitions and expansions, and sustained price increases in advanced processes [13][14]. - Public funds have significantly increased their holdings in semiconductor materials, chip design, and equipment, with companies like ShenGong Co. seeing an 11% increase in fund holdings [15][21]. Group 3: Biopharmaceutical Sector Insights - The biopharmaceutical sector is a critical area for public funds, with major holdings in companies like BeiGene and United Imaging Healthcare, although the sector has faced a reduction in holdings for several key companies [24][26]. - The article notes that innovative drug companies are currently under pressure, with significant reductions in holdings observed in companies like BaiLi TianHeng and RongChang Biopharma [26][28]. - Despite the challenges, companies with strong earnings potential and innovative drug pipelines are still attracting interest from public funds, indicating a selective investment approach [35][40].

Core Viewpoint - The A-share market concluded the Year of the Snake with all major indices showing positive performance, with the Shanghai Composite Index rising by 25.58%, the Shenzhen Component Index increasing by 38.84%, and the ChiNext Index leading with a remarkable gain of 58.73% [1]. Summary by Category Market Performance - The Year of the Snake saw significant gains across major indices, with the Shanghai Composite Index up by 25.58%, the Shenzhen Component Index up by 38.84%, and the ChiNext Index up by 58.73% [1]. Stock Performance - Despite the overall positive index performance, certain stocks experienced substantial declines. The top ten stocks with the largest declines, excluding newly listed stocks and ST stocks, are: 1. Kang Le Wei Shi 2. Hua Lian Shares 3. Tian Jian Shares 4. Wan Tai Biological 5. Chuan Yin Holdings 6. Guai Bao Pet 7. Yi Hua Lu 8. Ai Bo Medical 9. Long Da Mei Shi 10. Bei Shi Da Ke [1].

Group 1 - The core transaction involved Aibo Medical, with a total of 35,000 shares traded on February 12, resulting in a transaction amount of 2.415 million yuan, which accounted for 2.37% of the total trading volume for that day [1][2] - The transaction price was set at 69 yuan per share, representing a premium of 15.1% over the market closing price of 59.95 yuan [1][2]

Group 1 - The company focuses on the research and commercialization of biomedical materials and high-end medical devices [2] - The company aims to leverage the development opportunities presented by "expanding domestic demand and promoting consumption" [2] - The company plans to continuously expand its layout in the healthcare sector [2]

Group 1 - The company, Aibo Medical, has invested in Super Eye Technology (Beijing) Co., Ltd. through an associated fund, although its shareholding is relatively small [2] - Aibo Medical will continue to monitor investment opportunities in the ophthalmology and related technology sectors [2]

Core Viewpoint - Aibo Medical stated that its stock price is influenced by multiple market factors and the company will adhere to a high-quality sustainable development path [2] Group 1 - The company is responding to investor inquiries regarding stock price fluctuations [2] - Aibo Medical emphasizes its commitment to sustainable development [2]

Group 1 - The company plans to implement an equity incentive plan at an appropriate time, aligning with its long-term strategic planning and short-term development needs [2] - The company will strictly adhere to relevant laws and regulations regarding information disclosure obligations [2]