证券代码：832982 证券简称：锦波生物 公告编号：2025-069 山西锦波生物医药股份有限公司 2024 年年度权益分派实施公告 以公司现有总股本 88,511,800 股为基数，向全体股东每 10 股转增 3 股，（其 中以股票发行溢价形成的资本公积金每 10 股转增 3 股，不需要纳税；以其他资 本公积每 10 股转增 0 股，需要纳税），每 10 股派 20 元人民币现金。分红前本公 司总股本为 88,511,800 股，分红后总股本增至 115,065,340 股。 2、扣税说明 （1）个人股东、投资基金适用股息红利差别化个人所得税政策, 个人股东、 投资基金持股 1 个月（含 1 个月）以内，每 10 股补缴税款 4 元；持股 1 个月以 上至 1 年（含 1 年）的，每 10 股补缴税款 2 元；持股超过 1 年的，不需补缴税 款。 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 山西锦波生物医药股份有限公司 2024 年年度权益分派方案已获 2025 年 5 月 21 日召开的 20 ...

证券代码：832982 证券简称：锦波生物 公告编号：2025-067 山西锦波生物医药股份有限公司 2025 年股票期权激励计划股票期权首次授予结果公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、股票期权首次授予结果 （一）实际授予基本情况 1、期权简称及代码：锦波 JLC1、850118 2、授予日：2025 年 5 月 12 日 3、登记日：2025 年 6 月 6 日 4、行权价格： 276 元/份 5、实际授予人数：86 人 6、实际授予数量：股票期权 798,000 份 7、股票来源：公司向激励对象定向发行的公司 A 股普通股股票或公司从二 级市场回购的本公司 A 股普通股股票 注：上表中数值若出现合计数与各分项数值之和尾数不符，均为四舍五入原因所致。 2、本次登记完成股票期权名单如下： | 序号 | 姓名 | 序号 | 姓名 | 序号 | 姓名 | | --- | --- | --- | --- | --- | --- | | 1 | 李飞 | 37 | 赵莉 | 73 | 谢飞 ...

（一）《合伙协议》主要内容 近日，公司与招商局资本管理（北京）有限公司及参与本基金的其他合伙 人共同签署了《合伙协议》，协议主要内容如下： 证券代码：832982 证券简称：锦波生物 公告编号：2025-068 山西锦波生物医药股份有限公司 关于与专业投资机构合作参与投资设立产业基金的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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个别 及连带法律责任。 一、与专业投资机构合作参与投资设立产业基金情况概况 山西锦波生物医药股份有限公司（以下简称"公司"）于2024年12月9日召 开第四届董事会第五次会议审议通过了《关于公司与专业投资机构合作参与投 资设立产业基金的议案》，同意公司出资不超过1亿元人民币参与服务贸易创新 发展引导基金二期（有限合伙）（暂定名，具体名称以工商行政管理机构核定 名称为准，以下简称"服贸基金二期"或"本基金"或"本合伙企业"）的发 起设立，成为服贸基金二期的有限合伙人。具体内容详见公司于2024年12月11 日在北京证券交易所指定信息披露平台（https://www.bse.cn）披露的《关于 ...

截至6月6日，北交所融资融券余额合计54.07亿元，较前一交易日减少5770.35万元，其中，融资余额 54.06亿元，较前一交易日减少5768.58万元，融券余额为98.01万元，较前一交易日减少1.77万元。 证券时报·数据宝统计显示，截至6月6日，北交所股票中，融资余额居前的为锦波生物、艾融软件、贝 特瑞，最新融资余额分别为3.58亿元、1.48亿元、1.40亿元，从最新融资余额占流通市值比例看，算术 平均值为1.09%，最新融资余额占流通市值比例居前的有美登科技、派诺科技、国子软件等，占比分别 为5.24%、4.33%、3.83%。 北交所股票中，6月6日共有113只股获融资净买入，净买入金额在百万元以上的有27只，锦波生物融资 净买入额居首，当日净买入1132.24万元，其次是鼎智科技、灵鸽科技，融资净买入金额分别为682.29万 元、358.21万元，融资净买入金额居前的还有科达自控、科隆新材、万德股份等。融资净卖出金额居前 的股票为国航远洋、联迪信息、森萱医药等，融资净卖出金额分别为654.53万元、648.13万元、535.97 万元。 分行业统计，获融资净买入超百万元的北交所股票中，机械设备 ...

Group 1 - The North Exchange will officially launch the North Certificate Specialized and New Index on June 30, 2025, providing investors with a multi-dimensional investment benchmark [2][5][9] - The North Certificate Specialized and New Index will select the largest 50 companies from the "specialized and new" small giant listed companies on the North Exchange, reflecting the overall performance of these companies [5][9] - A total of 27 companies are expected to enter the dual index list, including Jinbo Biological, Shuguang Digital Innovation, and Naconoer [9][10] Group 2 - The financial performance of the Specialized and New Index shows better growth compared to the North Certificate 50 Index, with total revenue and median revenue for 2024 reaching 318 million and 4.09 million respectively [12][13] - The total net profit for the Specialized and New Index in 2024 is projected to be 31.5 million, indicating a year-on-year growth of 10% [12][13] - The median market capitalization for the North Certificate 50 Index is 47 million, while for the Specialized and New Index it is 33 million, indicating a larger overall market value for the North Certificate 50 Index [12][13][19] Group 3 - The price-to-earnings ratio (PE TTM) for the North Certificate Specialized and New Index is 69X, which is higher than the 49X for the North Certificate 50 Index [19][23] - The average daily trading volume for the North Certificate A-shares has decreased to 248 billion, reflecting a slight decline in market activity [20][26] - The North Certificate 50 Index has shown a weekly increase of 1.30%, indicating a positive market sentiment [20][31]

Market Overview - The average stock price of A-shares is 11.59 yuan, with 80 stocks priced over 100 yuan, a decrease of 7 from the previous trading day [1] - As of June 6, the Shanghai Composite Index closed at 3385.36 points, up 0.04% [1] High-Value Stocks - Among the stocks priced over 100 yuan, Kweichow Moutai has the highest closing price at 1506.39 yuan, down 0.50% [1] - The average price change for stocks over 100 yuan today was a decline of 0.44%, underperforming the Shanghai Composite Index by 0.48 percentage points [1] Performance Trends - Over the past month, the average price of high-value stocks has increased by 1.28%, while the Shanghai Composite Index rose by 3.24% [2] - Year-to-date, high-value stocks have an average increase of 22.02%, outperforming the Shanghai Composite Index's 21.02% [2] Sector Distribution - The high-value stocks are concentrated in the electronics, pharmaceutical, and computer sectors, with 25 stocks in electronics (31.25%), 11 in pharmaceuticals (13.75%), and 10 in computers (12.50%) [2] - The distribution of high-value stocks includes 23 from the main board, 21 from the ChiNext board, 3 from the Beijing Stock Exchange, and 33 from the Sci-Tech Innovation Board, with the latter accounting for 41.25% of the total [2] Notable High-Value Stocks - The top-performing high-value stocks include Shenghong Technology, Huicheng Environmental Protection, and Yuanjie Technology, with respective increases of 36.98%, 29.74%, and 28.42% [2] - The cumulative increases for the year are led by Wanda Bearings (203.72%), Shenghong Technology (139.03%), and Binhang Technology (136.52%) [2]

Core Viewpoint - The article discusses the escalating conflict between two major companies in the medical beauty industry, Huaxi Biological and Juzhi Biological, highlighting the competitive dynamics and market implications of their rivalry, particularly in the context of collagen products and consumer trust [3][4][19]. Group 1: Company Conflict - The conflict between Huaxi Biological and Juzhi Biological has intensified, with accusations of potential fraud being exchanged publicly [3][4]. - Huaxi Biological's sales and stock prices have declined since 2021, while Juzhi Biological's collagen products have seen significant market success [4][19]. - The public dispute has drawn attention to the market dynamics, with another company, Jinbo Biological, benefiting from the situation by avoiding direct confrontation and achieving substantial stock price increases [4][19]. Group 2: Market Dynamics - The market for recombinant collagen products is projected to grow significantly, with a compound annual growth rate of 44.93%, reaching 585.7 billion yuan by 2025 and 2.1938 trillion yuan by 2030 [28]. - Jinbo Biological reported a revenue of 1.443 billion yuan in 2024, a year-on-year increase of 84.92%, with a gross profit margin of 92.02% [28]. - The competitive landscape is shifting, with new materials and products emerging, potentially threatening the current market positions of Huaxi and Juzhi Biological [36][37]. Group 3: Key Individuals - Yang Xia, the owner of Jinbo Biological, has seen her wealth increase significantly due to the company's stock performance, solidifying her status as a prominent figure in the industry [30][29]. - The article notes the historical context of Huaxi Biological's rise and subsequent decline, contrasting it with the current successes of Juzhi and Jinbo Biological [34][35].

Summary of Key Points Core Viewpoint - The trading volume and turnover of stocks on the Beijing Stock Exchange (BSE) showed significant activity on June 4, with a total trading volume of 1.129 billion shares and a turnover of 24.566 billion yuan, indicating an increase of 1.921 billion yuan compared to the previous trading day [1]. Trading Performance - A total of 179 stocks closed higher, accounting for 67.55% of the tradable stocks, with notable gainers including KQ Co., Ltd. (up 17.57%), Kunming Technology (up 9.28%), and Henghe Co., Ltd. (up 8.63%) [1]. - Conversely, 81 stocks closed lower, with the largest declines seen in Laisai Laser (down 8.79%), Youji Co., Ltd. (down 5.83%), and Noss Land (down 4.02%) [1]. Active Stocks - 80 stocks had a turnover exceeding 100 million yuan, with the highest turnover recorded for Jinbo Biological (625.12 million yuan), Xingtou Measurement Control (456.93 million yuan), and Lingge Technology (454.31 million yuan) [1]. - The trading activity was characterized by high turnover rates, with 49 stocks having a turnover rate exceeding 10%, and 10 stocks exceeding 20% [1]. Detailed Stock Data - The top-performing stocks by closing price and turnover included: - Jinbo Biological: Closing price 520.00 yuan, increase of 7.36%, turnover 625.12 million yuan [1]. - Xingtou Measurement Control: Closing price 71.88 yuan, increase of 6.95%, turnover 456.93 million yuan [1]. - Lingge Technology: Closing price 28.41 yuan, increase of 5.50%, turnover 454.31 million yuan [1]. - Notable declines included: - Laisai Laser: Closing price 21.70 yuan, decrease of 8.79%, turnover 408.11 million yuan [1]. - Youji Co., Ltd.: Closing price 25.53 yuan, decrease of 5.83%, turnover 256.90 million yuan [1].

Group 1 - The average stock price of A-shares is 11.55 yuan, with 82 stocks priced over 100 yuan, indicating market interest in high-priced stocks [1] - The highest closing price among stocks over 100 yuan is Guizhou Moutai at 1509.96 yuan, followed by Cambrian and Jinbo Biological at 607.50 yuan and 520.00 yuan respectively [1] - Among the stocks priced over 100 yuan, 54 stocks increased in price today, with an average increase of 1.04%, outperforming the Shanghai Composite Index by 0.62 percentage points [1] Group 2 - In the past month, the average increase of stocks priced over 100 yuan is 0.14%, while the Shanghai Composite Index increased by 2.96% [2] - The top gainers in the past month include Huicheng Environmental Protection, Slin Co., and Jingwei Hengrun, with increases of 30.63%, 29.26%, and 29.02% respectively [2] - Year-to-date, the average increase of stocks priced over 100 yuan is 23.64%, which is higher than the Shanghai Composite Index's increase of 22.91% [2] Group 3 - The electronic, pharmaceutical, and computer industries are the most represented among stocks priced over 100 yuan, with 24, 12, and 11 stocks respectively [2] - The distribution of high-priced stocks includes 24 from the main board, 19 from the ChiNext, 3 from the Beijing Stock Exchange, and 36 from the Sci-Tech Innovation Board, with the latter accounting for 43.90% of the total [2]

Group 1: Market Performance - Major indices experienced a rebound on June 4, with the Shanghai Composite Index rising by 0.42%, the Shenzhen Component Index by 0.87%, and the ChiNext Index by 1.11% [2] - Over 3,700 stocks in the Shanghai and Shenzhen markets saw gains, with a total trading volume of approximately 1.15 trillion yuan [2] Group 2: Beauty and Personal Care Sector - The beauty and personal care sector showed strong performance, with companies like Haoyue Care rising by 10% and Jinbo Biological by 7.36% [2] - A report from China Merchants Securities indicated that the cosmetics sector will continue to see performance differentiation in 2024 and Q1 2025, with leading domestic brands benefiting from competitive pricing and differentiated products [2] Group 3: AI and CPO Technology - Companies involved in AI and CPO technology saw significant gains, with Taicheng Light rising by 14.88% and Xinyi Sheng by over 7% [2][3] - Yole's report predicts that the CPO market will grow from $46 million in 2024 to $8.1 billion by 2030, with a compound annual growth rate of 137% [3] Group 4: Beer Industry - The beer sector also showed strength, with companies like Pinwo Food rising by 12.84% and Huichuan Beer by over 7% [3] - Analysts noted that the beer industry is in the late stage of capital expenditure, with potential for increased dividend payouts from state-owned enterprises [3] Group 5: Battery and Solid-State Battery Sector - The battery and solid-state battery sectors were active, with Keheng Co. rising by 20% and Nord Co. by 10% [4] - Solid-state batteries are expected to start vehicle verification by 2027 and achieve mass production by 2030, with projected shipments exceeding 65 GWh by that year [4] Group 6: Declining Sectors - The logistics and airport shipping sectors faced declines, with companies like China Eastern Airlines and Shentong Express experiencing downturns [5]