"舍不得金弹子，打不到金凤凰，投入才有回报。"丹娜生物董事长周泽奇在接受中国证券报记者采访时 说。在研发创新上，周泽奇坚信企业需要坚持长期投入，"只有做好核心技术，才能长远发展，立于不 败之地"。2008年，周泽奇回国扎入生物医药行业，并于2014年创办侵袭性真菌病诊断企业丹娜生物， 成长为国内真菌病早期诊断的龙头企业之一。 历经11年，丹娜生物于2025年11月3日正式登陆北交所，成为北交所体外诊断产品（IVD）第一股。以 泛真菌检测产品为起点，丹娜生物不断丰富产品线，在行业内率先提出"5G+联合检测方案"，显著提高 了对多种病原微生物感染病症的精准诊断水平，为无数易感人群筑起生命防线。近日，由中国证券报联 合北京证券交易所开展的2025北交所万里行调研活动走进丹娜生物。 从泛真菌检测到"5G+联合检测方案" 2008年，周泽奇受邀回国，响应国家生物医药发展的号召，参与天津国际生物医药联合研究院的建设。 在调研中他发现，中国生物医药行业在病原微生物诊断赛道与国际先进水平存在差距，尤其是真菌病诊 断领域，长期处于被忽略的状态。"肺炎有真菌、细菌、支原体、衣原体等多种诱因，可临床常靠经验 使用抗生素，非细菌感染 ...

Core Insights - A total of 19 companies have announced their performance forecasts for the year 2025, with 13 expecting profit increases, 2 forecasting profit declines, and 1 predicting a loss [1] Performance Forecast Summary - **Profit Increase**: - Companies such as Bai'ao (688796) expect a profit increase of 303.57%, with a closing price of 50.25 and a year-to-date decline of 23.63% [1] - Lixun Precision (002475) anticipates a profit increase of 26.09%, with a closing price of 58.66 and a year-to-date increase of 44.73% [1] - Other notable companies with profit increases include Hongyuan (920018) at 21.42%, Aomei (920080) at 16.44%, and China Uranium (001280) at 11.42% [1] - **Profit Decline**: - Zhongcheng (920003) forecasts a profit decline of 4.14%, with a closing price of 34.15 and a year-to-date decline of 11.39% [1] - Jinhua (920015) expects a profit decline of 5.47%, with a closing price of 51.11 and a year-to-date increase of 20.86% [1] - **Loss Forecast**: - C Muxi (688802) is predicting a loss but expects to reduce losses by 54.22%, with a closing price of 829.90 [1]

公司拟投资产品的期限最长不超过 12 个月，在上述期限内，资金可循环 滚动使用。使用期限自公司董事会审议通过之日起 12 个月内有效，如单笔产 品存续期超过前述有效期，则使用期限的有效期自动顺延至该笔交易期满之 日。 授权公司董事长、总经理行使相关投资决策权并签署相关文件，财务负责 人负责具体组织实施及办理相关事宜。 证券代码：920009 证券简称：丹娜生物 公告编号：2025-138 丹娜（天津）生物科技股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 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、 授权委托理财情况 （一）审议情况 2025 年 12 月 3 日，公司第二届董事会第二十七次会议审议通过了《关于 使用闲置募集资金进行现金管理的议案》，同意公司使用不超过人民币 11,000 万元的闲置募集资金进行现金管理。使用闲置募集资金进行现金管理的品种应 满足安全性高、流动性好、可以保障投资本金安全等要求，主要为结构性存款、 大额存单、通知存款等本金保障型产品，且购买的产品不作抵押， ...

Investment Rating - The report suggests a focus on "innovation-driven" and "steady growth" strategies within the pharmaceutical sector, indicating a positive investment outlook for the industry [3][4]. Core Insights - The North Exchange's pharmaceutical and biotechnology sector comprises 21 companies, all classified as specialized and innovative, with a significant proportion being national and provincial champions [2][16]. - The report emphasizes the potential of innovative drugs, high-end medical devices, and robust generics as key investment areas, highlighting the importance of unique products and market share advantages [3][4]. - The medical device sector has shown the highest market value growth in 2025, with an increase of 130.47%, while traditional Chinese medicine has faced performance challenges [28][32]. Summary by Sections Industry Overview - The North Exchange's pharmaceutical sector includes five sub-sectors: traditional Chinese medicine, medical devices, medical aesthetics, biological products, and chemical pharmaceuticals [12][24]. - The average market capitalization of the 21 companies in this sector reached 3.643 billion yuan as of December 1, 2025, reflecting a year-to-date increase of 41.97% [21][23]. Sub-sector Analysis - The medical device industry led the market value growth in 2025, with a total market value increase from 6.818 billion yuan at the end of 2024 to 15.713 billion yuan by December 1, 2025 [28]. - The chemical pharmaceutical sector also performed well, with notable companies like Deyuan Pharmaceutical showing a revenue increase of 22% year-on-year in the first three quarters of 2025 [4][34]. Company Case Studies - **Innovative Drugs**: Norsland's gene therapy drug NL003 is nearing approval, targeting a significant patient population with a new treatment method [4][9]. - **Medical Devices**: Weizhu Zhiyuan focuses on smart orthopedic surgical navigation systems, emphasizing the importance of unique technology and market positioning [4][11]. - **Generics**: Deyuan Pharmaceutical is transitioning from generics to innovative drugs, with a solid historical performance and a focus on diabetes and hypertension treatments [4][34]. Performance Metrics - The report notes that the average PE TTM for the pharmaceutical sector was 32X as of December 1, 2025, with the medical device sector showing a higher valuation at 78X [15][55]. - Companies like Jinbo Biological and Norsland have seen significant stock price increases, with Jinbo's stock rising by 170.68% and Norsland by 113.10% in 2025 [41][42].

Core Viewpoint - A total of 16 companies have announced their performance forecasts for the year 2025, with 12 companies expecting profit increases and 2 companies anticipating profit declines [1] Performance Forecast Summary - **Profit Increase Companies**: - N Baiao (688796): Expected profit increase of 303.57% [1] - C Moore (688795): Expected loss reduction of 41.36% [1] - Luxshare Precision (002475): Expected profit increase of 26.09% [1] - Hongyuan (920018): Expected profit increase of 21.42% [1] - Aomei (920080): Expected profit increase of 16.44% [1] - Nant (920124): Expected profit increase of 13.02% [1] - China Uranium Industry (001280): Expected profit increase of 11.42% [1] - Taikai Ying (920020): Expected profit increase of 10.44% [1] - Danna Biotech (920009): Expected profit increase of 8.92% [1] - Xintong Electronics (001388): Expected profit increase of 5.40% [1] - Jingchuang Electric (920035): Expected profit increase of 5.00% [1] - New Henghui (301678): Expected profit increase of 4.66% [1] - Nansoft Digital (301638): Expected profit increase of 2.76% [1] - **Profit Steady and Decline Companies**: - Hai'an Group (001233): Expected steady profit with a change of 0.14% [1] - Zhongcheng Consulting (920003): Expected profit decline of -4.14% [1] - Jinhua New Materials (920015): Expected profit decline of -5.47% [1]

证券日报网讯 12月4日晚间，丹娜生物发布公告称，公司拟使用额度不超过人民币11，000万元的闲置 募集资金进行现金管理，投资品种主要为结构性存款、大额存单、通知存款等本金保障型产品，期限最 长不超过12个月，资金可循环滚动使用，使用期限自公司董事会审议通过之日起12个月内有效。 （文章来源：证券日报） ...

证券日报网讯 12月4日晚间，丹娜生物发布公告称，公司于2025年12月3日召开第二届董事会第二十七 次会议，审议通过了《关于使用募集资金置换预先已支付发行费用的自筹资金的议案》，同意使用募集 资金置换预先已支付发行费用的自筹资金人民币13，295，094.34元（不含增值税）。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月4日晚间，丹娜生物发布公告称，公司于2025年12月3日召开第二届董事会第二十七 次会议，审议通过了《关于调整募集资金投资项目拟投入募集资金金额的议案》，拟将"新产品研发项 目"募集资金投入由3，680.00万元调减至1，456.92万元，总部基地建设项目保持10，000.00万元不变， 合计拟投入募集资金由13，680.00万元调整为11，456.92万元。 ...

证券日报网讯 12月4日晚间，丹娜生物发布公告称，公司拟将注册资本由4，739万元变更为5，539万 元，公司类型由"股份有限公司（外商投资、未上市）"变更为"股份有限公司（外商投资、上市）"，并 相应修订《公司章程》部分条款，上述事项尚需提交股东会审议并办理工商变更登记。 （文章来源：证券日报） ...

招商证券股份有限公司 关于丹娜（天津）生物科技股份有限公司 使用闲置募集资金进行现金管理的核查意见 招商证券股份有限公司（以下简称"招商证券"或"保荐机构"）作为丹娜（天 津）生物科技股份有限公司（以下简称"公司"、"丹娜生物"）向不特定合格投 资者公开发行股票并在北京证券交易所上市的保荐机构，根据《证券发行上市保 荐业务管理办法》《北京证券交易所上市公司持续监管办法（试行）》《北京证券 交易所证券发行上市保荐业务管理细则》《北京证券交易所股票上市规则》《北京 证券交易所上市公司持续监管指引第 9 号——募集资金管理》等有关规定，对丹 娜生物使用闲置募集资金进行现金管理事项进行了核查，并发表意见如下： 一、募集资金基本情况 2025 年 11 月 3 日，丹娜（天津）生物科技股份有限公司（以下简称"公司"） 发行普通股 800.00 万股，发行方式为采用战略投资者定向配售和网上向开通北 交所交易权限的合格投资者定价发行相结合，发行价格为 17.1 元/股，募集资金 总额为 13,680.00 万元，实际募集资金净额为 114,569,246.79 元，到账时间为 2025 年 10 月 24 日。 二、募集资 ...