证券代码：832982 证券简称：锦波生物 公告编号：2025-158 山西锦波生物医药股份有限公司 2025 年半年度权益分派实施公告 一、权益分派方案 1、本公司 2025 年半年度权益分派方案为： 以公司现有总股本 115,065,340 股为基数，向全体股东每 10 股派 10 元人民 币现金。 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 2 元；持股 1 个月以 上至 1 年（含 1 年）的，每 10 股补缴税款 1 元；持股超过 1 年的，不需补缴税 款。 （2）对合格境外投资者股东，根据国税函[2009]47 号，公司按 10%的税率 代扣代缴所得税后，实际每 10 股派发 9 元。 （3）对于合格境外投资者之外的其他机构投资者和法人股东，本公司未代 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 2025 年半年度权益分派方案已获 2025 年 8 月 ...

证券时报•数据宝统计显示，锦波生物今日收盘价为298.48元，下跌0.41%，日换手率为1.10%，成交额 为2.03亿元，近5日该股累计下跌3.03%。 据天眼查APP显示，山西锦波生物医药股份有限公司成立于2008年03月28日。注册资本11506.534万人 民币。（数据宝） （原标题：锦波生物大宗交易成交0.65万股 成交额137.80万元） 锦波生物（832982）9月18日大宗交易平台出现一笔成交，成交量0.65万股，成交金额137.80万元，大宗 交易成交价为212.00元，相对今日收盘价折价28.97%。该笔交易的买方营业部为国金证券股份有限公司 上海静安区南京西路证券营业部，卖方营业部为国金证券股份有限公司深圳分公司。 进一步统计，近1个月内该股累计发生4笔大宗交易，合计成交金额为494.58万元。 9月18日锦波生物大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日 收盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | | | | | | | | （%） | ...

锦波生物（832982）9月17日大宗交易平台出现一笔成交，成交量0.64万股，成交金额137.60万元，大宗 交易成交价为215.00元，相对今日收盘价折价28.27%。该笔交易的买方营业部为国金证券股份有限公司 上海静安区南京西路证券营业部，卖方营业部为国金证券股份有限公司深圳分公司。 进一步统计，近1个月内该股累计发生3笔大宗交易，合计成交金额为356.78万元。 证券时报·数据宝统计显示，锦波生物今日收盘价为299.72元，下跌1.60%，日换手率为1.39%，成交额 为2.55亿元，近5日该股累计下跌2.65%。 据天眼查APP显示，山西锦波生物医药股份有限公司成立于2008年03月28日。注册资本11506.534万人 民币。（数据宝） 9月17日锦波生物大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收 盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | | | | | | | | （%） | | | | 0.64 | 137.60 | 215.00 | -28. ...

Group 1 - Mingya Fund announced that its public funds can invest in stocks listed on the Beijing Stock Exchange (BSE), becoming the second fund company to do so in September, following Zheshang Fund [1][2] - As of the second quarter report, 30 public fund companies have announced the ability to invest in BSE-listed stocks, with early entrants generally having larger asset management scales compared to later entrants [1][2] - The investment in BSE stocks is highlighted due to the different risk characteristics compared to the Shanghai and Shenzhen markets, necessitating full disclosure to protect investors' rights [2][3] Group 2 - A total of 60 BSE stocks have been heavily weighted in actively managed funds, with Jinbo Biological, Naconoer, Tongli Co., and Better Ray being among the most frequently held stocks [2] - Smaller funds have benefited from heavy allocations in BSE stocks, with some non-BSE themed funds also prioritizing BSE stocks in their portfolios, leading to improved performance [4] - The revenue data for BSE-listed companies has improved, with total revenue reaching 92.064 billion yuan in the first half of the year, reflecting a year-on-year growth of 6.01% [5][6]

Core Viewpoint - The speech by Yang Xia, Chairman of Jinbo Biotechnology, emphasizes the company's commitment to original innovation in the development and industrialization of recombinant human collagen, particularly focusing on type III collagen for medical and cosmetic applications [2][4]. Group 1: Original Innovation - Jinbo Biotechnology's academic name for its collagen is type A recombinant human collagen, which is used to develop various medical products and cosmetics, completing a closed-loop production and sales system [4]. - The company has focused on two main areas: life materials based on recombinant human collagen and antiviral products represented by anti-HPV biological proteins [4]. - In 2018, Jinbo Biotechnology discovered that type III collagen has a gene that regulates cell control and information transmission, leading to the world's first large-scale production of injectable recombinant type III human collagen using synthetic biology by 2021 [4][6]. Group 2: Technological Breakthroughs - In 2025, Jinbo Biotechnology received approval for injectable recombinant type III human collagen gel, the first of its kind produced through self-assembly and self-crosslinking technology using synthetic biology, achieving dual functions of filling and repairing against aging [6]. - Compared to traditional filling materials, this product significantly improves safety, manufacturing methods, and mechanisms of action, making it suitable for correcting mid-facial volume loss and contour defects [6][7]. - The company has achieved three breakthroughs: enhancing clinical safety of filling materials, innovating manufacturing methods through AI-driven synthetic biology, and innovating mechanisms of action to promote tissue regeneration and repair [7]. Group 3: Product and Patent Portfolio - Jinbo Biotechnology has established a comprehensive product chain and has obtained 157 patents related to its technologies [6][7].

Investment Rating - The report maintains a "Buy" rating for the company [1] Core Insights - The company celebrates the fourth anniversary of its brand, Wei Yi Mei®, with over 2.7 million clinical applications and coverage of more than 4,000 medical institutions [6] - The launch of the new product combination, Wei Yi Mei® ColPlus, aims to enhance customer engagement and expand the sales channel through collaboration with Meituan [6] - The ColPlus product is designed for anti-aging targeting users aged 30 and above, offering a more precise solution for skin issues compared to previous products [6] - The online platform is becoming a significant channel for medical beauty consumption, with Meituan's data-driven marketing expected to improve user conversion rates [6] - The company is positioned to lead the collagen market by adapting to channel changes and expanding its online presence [6] - The financial forecast estimates the company's net profit to be 1.042 billion, 1.474 billion, and 1.867 billion yuan for 2025, 2026, and 2027 respectively, with corresponding PE ratios of 34, 24, and 19 [6] Financial Data and Profit Forecast - Total revenue is projected to grow from 1,443 million yuan in 2024 to 3,943 million yuan in 2027, with a compound annual growth rate of 22.7% [5] - The net profit is expected to increase significantly, with a growth rate of 144.3% in 2024 and 42.3% in 2025 [5] - The gross margin is forecasted to remain high, around 89.8% in 2025, indicating strong profitability [5]

| 代码 | | | 名称 | | | | | --- | --- | --- | --- | --- | --- | --- | | 000615 *ST美谷 | -816.02万 | -34.93% | 325.27万 | 13.92% | 490.75万 | 21.01% | | 688363 华熙生物 | -2980.80万 | -12.87% | 1401.94万 | 6.05% | 1578.86万 | 6.82% | | 300896 爱美客 | -9072.07万 | -14.75% | 570.74万 | 0.93% | 8501.33万 | 13.82% | | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688363 | 华熙生物 | 57.98 | -0.77% | 3.99万 | | 2.32 Z | | 000615 | *ST美谷 | 3.09 | -1.28% | 7.53万 | | 2336.03万 | | 300896 | 爱美客 | 189. ...

Investment Rating - The report maintains an "Overweight" rating for the industry, with a focus on new consumption sectors such as beauty care, IP derivatives, and gold jewelry [5][28]. Core Insights - The report highlights significant market movements, with the retail trade, social services, and beauty care sectors showing varied performance, ranking 19th, 27th, and 25th respectively among 31 primary industries during the week of September 8-12, 2025 [14][16]. - Key events include Huaxi Biological's strategic investment in Saint Pharma, which focuses on small nucleic acid drugs, and Jinbo Biological's approval for a new injectable collagen product [3][23]. - The report notes a substantial increase in domestic and international flight searches ahead of the Mid-Autumn Festival and National Day holidays, indicating a recovery in travel demand [4][24]. Summary by Sections 1. Weekly Market Review - The retail trade sector increased by 0.85%, while social services and beauty care sectors decreased by 0.28% and 0.23% respectively, compared to the Shanghai Composite Index's increase of 1.52% [14][16]. 2. Key Industry Data and News - The Chinese government allocated 100 billion yuan for childcare subsidies and plans to gradually implement free preschool education [3][23]. - Huaxi Biological invested approximately 138 million HKD in Saint Pharma, acquiring a 9.44% stake, while Jinbo Biological's new collagen product is the first of its kind to enter the pharmaceutical excipient market [23][24]. 3. Key Company Announcements - Jinbo Biological announced management changes, with founder Yang Xia appointed as CEO, and plans for a cash acquisition by Langzi Co. for a controlling stake in a cosmetic surgery hospital [27][28]. 4. Investment Recommendations - The report recommends focusing on companies such as Shangmei Co., Juzi Biological, and Marumi Biological, among others, as potential investment opportunities in the beauty care and new consumption sectors [5][28].

Group 1 - The core point of the article highlights a significant block trade involving Jinbo Biological (832982) on September 16, with a transaction volume of 5,500 shares and a transaction amount of 1.188 million yuan, executed at a price of 216.00 yuan, which represents a discount of 29.09% compared to the closing price of the day [2][3] - In the past month, Jinbo Biological has recorded a total of 2 block trades, with a cumulative transaction amount of 2.1918 million yuan [3] - The closing price of Jinbo Biological on the day of the block trade was 304.60 yuan, reflecting a 0.66% increase, with a daily turnover rate of 0.94% and a total transaction volume of 175 million yuan [3] Group 2 - Jinbo Biological was established on March 28, 2008, with a registered capital of 1,150.6534 million yuan [3] - The buyer of the block trade was Guojin Securities Co., Ltd. Shanghai Jing'an District Nanjing West Road Securities Business Department, while the seller was Guojin Securities Co., Ltd. Shenzhen Branch [2]

Core Insights - As of September 15, the total margin financing and securities lending balance on the Beijing Stock Exchange reached 7.873 billion yuan, an increase of 6.55 million yuan from the previous trading day, marking a continuous increase for three consecutive trading days [1] - The stocks with the highest margin financing balances include Shuguang Shuchuang, Better Ray, and Jinbo Biological, with latest financing balances of 368 million yuan, 357 million yuan, and 329 million yuan respectively [1] - A total of 113 stocks on the Beijing Stock Exchange received net margin purchases, with 38 stocks having net purchases exceeding one million yuan, led by Shuguang Shuchuang with a net purchase of 39.56 million yuan [1] Industry Analysis - The industries with the highest concentration of stocks receiving net margin purchases over one million yuan include machinery equipment, electric power equipment, and automobiles, with 12, 5, and 4 stocks respectively [2] - On September 15, stocks with net margin purchases exceeding one million yuan had an average increase of 0.66%, with notable gainers including Kaitex Co., Anhui Phoenix, and Lijia Technology, which rose by 13.56%, 10.34%, and 7.59% respectively [2] - The average turnover rate for stocks with net margin purchases over one million yuan was 6.14%, with the highest turnover rates seen in Chicheng Co., Anhui Phoenix, and Huawai Design at 36.62%, 20.84%, and 18.39% respectively [2] Stock Performance - The stocks with the largest increases in margin financing balances on September 15 include Shuguang Shuchuang, Better Ray, and Jinbo Biological, with increases of 39.56 million yuan, 17.54 million yuan, and 12.95 million yuan respectively [3] - The stock performance on September 15 showed that Shuguang Shuchuang decreased by 0.97%, while Better Ray increased by 7.37% and Jinbo Biological decreased by 3.69% [3] - Other notable stocks with significant margin financing increases include Lijiang Co., Meixin Yishen, and Guangzi International, with increases of 5.83 million yuan, 5.77 million yuan, and 4.69 million yuan respectively [3]