超额配售选择权行使前，康乐卫士募集资金总额为29,400.00万元，扣除发行费用2,737.59万元(不含增值 税)后，募集资金净额为26,662.41万元。公司募集资金净额比原计划少3,337.59万元。2023年2月28日公 司招股书显示，康乐卫士拟募集资金30,000.00万元，用于HPV疫苗研发项目、昆明生产基地代建回购项 目。 康乐卫士发行费用总额为2,737.59万元(超额配售选择权行使前)；3,008.02万元(若超额配售选择权全额行 使后)，其中中信证券、国信证券获得承销保荐费1,902.83万元(超额配售选择权行使前)；2,173.25万元 (超额配售选择权全额行使后)。 中国经济网北京9月22日讯康乐卫士(833575.BJ)今日股价截至收盘报14.71元，跌幅6.9%。目前该股处于 破发状态。 康乐卫士于2023年3月15日在北交所上市，发行价为42.00元，该股上市首日开盘破发，截至收盘报35.52 元，跌幅15.43%。 康乐卫士在北交所发行数量7,000,000股(不含超额配售选择权)；8,050,000股(全额行使超额配售选择权 后)，保荐机构(主承销商)为中信证券股份有限公司， ...

Market Overview - On September 22, the biopharmaceutical sector experienced a slight decline of 0.15%, with Kanglaosheng leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Stock Performance - Notable gainers in the biopharmaceutical sector included: - Aipumai (688293) with a closing price of 58.70, up 9.90% on a trading volume of 47,100 shares and a turnover of 267 million yuan [1] - Baipusais (301080) closed at 61.75, up 5.05% with a trading volume of 38,300 shares and a turnover of 231 million yuan [1] - Muli Pharmaceutical (603087) closed at 73.60, up 3.76% with a trading volume of 182,000 shares and a turnover of 134.2 million yuan [1] - Conversely, the following stocks saw significant declines: - Kanglaosheng (833575) closed at 14.71, down 6.90% with a trading volume of 90,400 shares and a turnover of 137 million yuan [2] - Kexing Pharmaceutical (688136) closed at 40.54, down 3.20% with a trading volume of 47,600 shares and a turnover of 194 million yuan [2] - Changchun High-tech (000661) closed at 122.10, down 2.49% with a trading volume of 102,800 shares and a turnover of 1.265 billion yuan [2] Capital Flow - The biopharmaceutical sector saw a net outflow of 473 million yuan from institutional investors, while retail investors contributed a net inflow of 418 million yuan [2] - The following stocks had notable capital flows: - Ganli Pharmaceutical (603087) had a net inflow of 58.16 million yuan from institutional investors [3] - Rongchang Biotechnology (688331) saw a net inflow of 43.73 million yuan from institutional investors [3] - ZhiXiangJinTai (688443) had a net inflow of 6.53 million yuan from retail investors [3]

据天眼查APP显示，北京康乐卫士生物技术股份有限公司成立于2008年04月14日。注册资本28094万人 民币。（数据宝） 9月18日康乐卫士大宗交易一览 | 成交量 （万股） | 成交金额 （万元） | 成交价格 （元） | 相对当日 收盘价折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | | | （%） | | | | 100.00 | 1594.00 | 15.94 | -1.91 | 中信建投证券股份有限公 司北京东三环中路证券营 | 中信证券华南股份有限 公司昆明青年路证券营 | | | | | | 业部 | 业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （原标题：康乐卫士9月18日大宗交易成交1594.00万元） 康乐卫士（833575）9月18日大宗交易平台出现一笔成交，成交量100.00万股，成交金额1594.00万元， 大宗交易成交价为15.94元，相对今日收盘价折价1.91%。该笔交易的买方营业部为中信建投证券股份有 限公司北京东三环中路证券营业部，卖方营业部为中信证券华南股份有限公司昆 ...

每经讯，2025年9月18日，北交所上市公司康乐卫士（833575，收盘价：16.25元）发生一笔大宗交易，成交价15.94元/股，成交 数量100万股，成交金额1594万元，折价1.91%。买入营业部是中信建投证券股份有限公司北京东三环中路证券营业部，卖出营 业部是中信证券华南股份有限公司昆明青年路证券营业部。 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 ...

康乐卫士（833575）9月17日大宗交易平台出现一笔成交，成交量100.00万股，成交金额1618.00万元， 大宗交易成交价为16.18元，相对今日收盘价折价2.18%。该笔交易的买方营业部为中信证券股份有限公 司北京呼家楼证券营业部，卖方营业部为中信证券华南股份有限公司昆明青年路证券营业部。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 证券时报·数据宝统计显示，康乐卫士今日收盘价为16.54元，下跌1.61%，日换手率为1.16%，成交额为 3625.17万元，近5日该股累计上涨0.36%。 9月17日康乐卫士大宗交易一览 | 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） | | | | | | | | （%） | | | | 100.00 | 1618.00 | 16.18 | -2.18 | 中信证券股份有限公司 | 中信证券华南股份有限公 | | | | | | 北京呼家楼证券营业部 | ...

每经讯，2025年9月17日，北交所上市公司康乐卫士（833575，收盘价：16.54元）发生一笔大宗交易，成交价16.18元/股，成交 数量100万股，成交金额1618万元，折价2.18%。买入营业部是中信证券股份有限公司北京呼家楼证券营业部，卖出营业部是中 信证券华南股份有限公司昆明青年路证券营业部。 （记者 张喜威） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 ...

Core Viewpoint - The announcement of HPV vaccines being included in the national immunization program is expected to positively impact the HPV vaccine market and related companies, which have been struggling with declining performance [1][3][4]. Group 1: Market Response - On September 11, HPV vaccine concept stocks in the A-share market saw a rise, with notable increases in companies such as Kangla Weishi (up 3.09%), Wantai Biological Pharmacy (up 2.69%), Zhifei Biological Products (up 1.98%), and Watson Bio (up 1.71%) [1]. - The National Health Commission's announcement regarding the introduction of HPV vaccination services for eligible girls and its inclusion in the national immunization plan is a significant development [1][2]. Group 2: Industry Challenges - HPV vaccine manufacturers are currently facing challenges due to declining sales and increased competition in the market, leading to a price war [3][4]. - The performance of HPV vaccine companies has been poor, with Wantai Biological reporting a revenue of 844 million yuan, down 38.25% year-on-year, and a net loss of 144 million yuan [4]. - Watson Bio's revenue was 1.154 billion yuan, down 19.47%, with a net profit decline of 74.69% [4]. - Zhifei Biological reported a revenue of 4.919 billion yuan, down 73.06%, and a net loss of 597 million yuan, a 126.72% decline [4][5]. Group 3: Potential for Growth - The global incidence of cervical cancer is rising, particularly among younger women in China, highlighting the need for effective HPV vaccination [6]. - The World Health Organization recommends that countries include HPV vaccination in their national immunization programs, prioritizing girls aged 9 to 14 [6]. - Currently, 143 out of 194 WHO member countries have included HPV vaccines in their national immunization plans, indicating a global trend towards increased vaccination [6]. - With the supply of HPV vaccines becoming sufficient and prices decreasing, the timing for including HPV vaccines in the national immunization program in China is considered ripe [7]. - The minimum price for HPV vaccines has dropped to 27.5 yuan per dose, significantly lower than initial prices, making it more accessible [7]. - If included in the national immunization program, HPV vaccines would likely see increased sales despite lower profit margins compared to local immunization programs [7].

Core Viewpoint - The article discusses the recent announcement by the National Health Commission of China to include HPV vaccines in the national immunization program, which is expected to boost the performance of HPV vaccine manufacturers struggling with declining sales and profits [3][4]. Group 1: Market Performance of HPV Vaccine Companies - HPV vaccine stocks in the A-share market saw a rise, with notable increases in companies like Kangla Weishi (3.09%), Wantai Biological (2.69%), Zhifei Biological (1.98%), and Watson Bio (1.71%) [3]. - The HPV vaccine market in China has become increasingly competitive, leading to a price war and a decline in public willingness to get vaccinated, which has negatively impacted sales [6][7]. - For instance, Wantai Biological reported a revenue of 844 million yuan, down 38.25% year-on-year, and a net loss of 144 million yuan [7]. Watson Bio's revenue was 1.154 billion yuan, down 19.47%, with a net profit decline of 74.69% [7]. Zhifei Biological's revenue fell to 4.919 billion yuan, down 73.06%, with a net loss of 597 million yuan [7]. Group 2: HPV Vaccine Market Dynamics - The HPV vaccine market in China has seen a total of six listed vaccines, including three bivalent, one quadrivalent, and two nonavalent vaccines [5][6]. - The initial demand for HPV vaccines was high, but the market has cooled due to increased competition and limited public awareness and financial capability [6]. - The World Health Organization recommends that countries include HPV vaccination in their national immunization programs, prioritizing girls aged 9 to 14 [9]. As of the end of 2024, 143 out of 194 WHO member countries have included HPV vaccines in their national programs [9]. Group 3: Future Prospects of HPV Vaccines in China - The inclusion of HPV vaccines in the national immunization program is seen as timely due to sufficient supply and decreasing prices, with the lowest bid for HPV vaccines currently at 27.5 yuan per dose [11]. - Industry insiders suggest that the bivalent HPV vaccine is likely to be included in the national immunization program, which would stabilize prices and increase sales volume [11]. - Although profit margins may be lower under the national program, they could still be higher than those under local immunization programs, where competition is more intense [11].

Core Viewpoint - HPV vaccine manufacturers are currently facing performance declines, but the recent inclusion of HPV vaccines in the national immunization program may provide a potential boost to the industry [1][2]. Industry Overview - There are currently six HPV vaccines listed in China, including three bivalent, one quadrivalent, and two nonavalent vaccines [2]. - The HPV vaccination market in China has become competitive, with initial high demand now facing challenges due to increased competition, low public awareness, and limited payment capabilities [2]. Company Performance - WanTai Bio achieved revenue of 844 million yuan in the first half of the year, a year-on-year decline of 38.25%, with a net loss of 144 million yuan [3]. - Watson Bio reported revenue of 1.154 billion yuan, down 19.47%, and a net profit of 43.16 million yuan, down 74.69% [3]. - Zhifei Biological's revenue was 4.919 billion yuan, a decrease of 73.06%, with a net loss of 597 million yuan, reflecting a decline of 126.72% [3][4]. - Companies are facing challenges in sales, leading to asset impairment provisions, including a 76.3 million yuan impairment for bivalent HPV vaccine intangible assets by Watson Bio [3]. Market Demand and Health Impact - Cervical cancer is the fourth most common malignancy among women globally, with significant incidence and mortality rates in China, particularly among younger women [5]. - The World Health Organization recommends that countries include HPV vaccination in their national immunization programs, prioritizing girls aged 9 to 14 [5][6]. National Immunization Program Inclusion - As of the end of 2024, 143 out of 194 WHO member countries have included HPV vaccines in their national immunization programs, but China has not yet done so [6]. - Several regions in China are already offering free HPV vaccinations for eligible girls, indicating a growing trend towards public health initiatives [7]. - The current lowest price for HPV vaccines is 27.5 yuan per dose, significantly lower than initial prices, making it more accessible [7]. - If included in the national immunization program, bivalent HPV vaccines are expected to see increased sales, although profit margins may be lower compared to local immunization programs [7].

中信证券股份有限公司 关于北京康乐卫士生物技术股份有限公司 2025年半年度持续督导跟踪报告 根据《证券发行上市保荐业务管理办法》《北京证券交易所股票上市规则》等 有关法律法规、规范性文件等的规定，中信证券股份有限公司（简称"中信证券"） 作为北京康乐卫士生物技术股份有限公司(以下简称"康乐卫士""上市公司""公 司"）的保荐人，负责康乐卫士的持续督导工作，并出具 2025 年半年度持续督导跟 踪报告。 一、持续督导工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | 保荐人及时审阅公司信息披露文件 | | | 保荐人查阅公司截至2025年半年度末制定、修订的制度文件，督导公 | | 2.督导公司建立健全并有 | 司建立健全并有效执行公司治理、财务内控和信息披露等制度。根据 | | 效执行规章制度的情况 | 公司 年度内部控制自我评价报告，发行人有效执行了相关规则 2024 | | | 制度。 | | | 保荐人查阅公司募集资金管理相关制度、募集资金使用台账、募集资 | | | 金专户银行对账单，查看募投项目进度，了解募集资金使用情况，对 | | 3.募集资金监督 ...