2025 年 10 月底，开源证券给出的 2025 - 2027 年归母净利润预测分别为 1.88 亿元、3.52 亿元和 5.08 亿 元，那时的判断还相对谨慎。然而，仅仅两个多月后的 2026 年 1 月 8 日，最新报告横空出世，2025 年 预测维持不变，可 2026 - 2027 年预测却大幅上调至 7.12 亿元和 12.11 亿元。2026 年预测值近乎翻番， 2027 年预测值更是增长超 138%，这调整幅度，就像坐了火箭，令人咋舌。 二、非瘟疫苗：核心驱动的"王炸" 这一重大调整，关键在于非洲猪瘟亚单位疫苗研发的超预期进展。2025 年 7 月，生物股份成为国内首 家获批开展非瘟亚单位疫苗临床试验的企业，而且还是唯一承担单位，这独一份的"特权"，就像拿到了 通往财富宝藏的钥匙。截至 2025 年 12 月底，首轮攻毒试验已经启动，疫苗有望在 2026 年下半年至 2027 年上市。开源证券保守估计，非瘟疫苗在国内可能带来约 84 亿元的增量市场规模，生物股份凭借 先发优势，无疑将成为这场财富盛宴的最大受益者之一。 在资本市场，时间就是试金石，短短不到三个月，开源证券对生物股份（600201. ...

据央视新闻报道，南非农业专家指出，该国正经历史上最严重口蹄疫疫情，病毒传播速度快、传染性 强，已构成"前所未有的畜牧业灾难"。疫情于2025年4月在夸祖卢-纳塔尔省暴发，迅速蔓延至自由邦省 等多个重要农业产区。为遏制疫情，南非农业部已采购大批疫苗为93万头动物紧急接种，并计划2026年 2月启动全国系统化接种，同时推进国内疫苗生产设施建设。 口蹄疫是偶蹄类动物间的高传染性病毒性传染病，会导致动物体温升高、黏膜及蹄部溃烂，对畜牧业打 击巨大。 动保行业上下游联动紧密，上游原料药企业为疫苗生产提供基础支撑，下游养殖需求复苏与海外防疫需 求增长，共同构成行业成长驱动力。 具体公司中，据上市公司公告、及券商研报表示， 瑞普生物：聚焦兽用生物制品领域，产品包括口蹄疫相关疫苗等，覆盖猪、禽、宠物等多个板块。 生物股份：国内动保龙头企业，拥有口蹄疫强免苗定点生产资质，口蹄疫疫苗批签发常年行业第一。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 此次南非口蹄疫疫情凸显了全球动物防疫的重要性，也为具备技术优势的国内动保企业提供了海外市场 拓展机遇。 华创证券表示，动保行业供给端企业出清加速， ...

Group 1: AI Chip Industry - The AI chip market in China is projected to grow from CNY 142.54 billion in 2024 to CNY 1,336.79 billion by 2029, driven by government support and technological advancements in the domestic AI industry [5][6]. - The domestic AI industry is categorized into three stages: the first focuses on self-sufficient AI computing, storage, and power chips; the second on chip manufacturing processes like wafer fabrication and packaging; and the third on foundational technologies such as materials and EDA [6][8]. - Key players in the AI chip market include Huawei, Cambricon, and Haiguang Information, with significant growth expected in AI storage and computing chips [6][7]. Group 2: Banking Sector - The banking sector is expected to see a steady growth of CNY 3.8 trillion in wealth management products by 2026, with a year-on-year increase of 11.46% [11]. - The demand for short-term wealth management products is rising, particularly non-current management products with a duration of less than one month, which are expected to yield annualized returns close to 3-year fixed deposit rates [12]. - Major banks like Citic Bank and Everbright Bank are recommended for their diversified product lines and strong research capabilities, while other banks such as SPDB and Bank of Beijing are also seen as beneficiaries [15]. Group 3: High-end Membrane Materials - The Chinese high-end membrane materials industry is poised for rapid growth due to geopolitical tensions and the shift of the global optoelectronic industry towards China, with a focus on breaking Japan's technological monopoly [19][20]. - Key domestic companies in this sector include Dongcai Technology and Jiemai Technology, which are expanding their production capacities and entering supply chains of major clients [20]. - The market for optical films and release films is characterized by high technical barriers, with significant opportunities for domestic manufacturers to capture market share from established foreign competitors [20][21]. Group 4: Semiconductor Equipment and Materials - The semiconductor materials and equipment sector is expected to accelerate its domestic capabilities due to increased geopolitical risks and supply chain security concerns, with a focus on self-sufficiency [29][30]. - Key areas for growth include photoresists and coating equipment, where domestic companies are beginning to establish a foothold in high-end markets [31][32]. - Beneficiaries in this sector include companies like Tongcheng New Materials and Changchuan Technology, which are positioned to capitalize on the growing demand for domestic semiconductor solutions [33]. Group 5: Animal Health Industry - The company is a leading player in the animal health sector, with a strong pipeline of vaccines, including the upcoming launch of a novel African swine fever vaccine, which is expected to significantly enhance profitability [34][36]. - The company has a robust R&D framework, with a focus on innovation and a diverse range of vaccine products, which positions it well for future growth [35]. - The anticipated market for the African swine fever vaccine could reach CNY 8.4 billion annually, providing a substantial growth opportunity for the company [36].

根据北交所披露的信息，近日，化妆品功效原料商上海珈凯生物股份（600201）有限公司(以下简称"珈凯生物"或"发行人")披露了北交所IPO第一轮问询 的回复文件，针对股权变动合规性及控制权稳定性、业务模式及产品技术先进性、化妆品原料资质合规性及产品质量风险、业绩增长持续性及产能消化能 力以及供应商集中度较高及采购定价公允性等问题作出解释说明和回应。 股权变动与控制权： 业绩与产能： 营收净利双增，产能消化能力待验证 财务数据显示，报告期内公司业绩呈现稳步增长态势。2022年～2024年，营收从1.83亿元增至2.42亿元，净利润从0.55亿元增至0.57亿元。绿色天然功效原 料产品产能利用率分别为151.15%、61.19%、49.87%，生物合成功效原料产品产能利用率分别为93.09%、19.32%、25.33%。 报告期内，公司向前五大客户的销售占比分别为36.61%、32.30%和32.88%，报告期内主要客户销售金额存在一定波动。北交所请发行人量化说明报告期 内及期后收入增长的原因及合理性。进一步分析说明公司报告期内收入、净利润波动与可比公司差异的原因及合理性，选取可比公司相同或相近业务业绩 数据进一 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600201 | 生物股份 | 16.61 | 3.10% | 51.74万 | 8.53亿 | | 300871 | 回盛生物 | 22.46 | 2.23% | 8.60万 | 1.93亿 | | 920970 | 大禹生物 | 8.02 | 2.17% | 1.99万 | 1580.85万 | | 603566 | 普莱柯 | 12.85 | 1.90% | 5.22万 | 6664.59万 | | 688098 | 申联生物 | 9.49 | 1.71% | 6.29万 | 5990.11万 | | 002688 | 金河生物 | 6.14 | 1.15% | 13.74万 | 8417.82万 | | 300119 | 瑞普生物 | 19.68 | 0.87% | 4.16万 | 8181.56万 | | 920275 | 驱动力 | 8.97 | 0.79% | 1.83万 | 1618.02万 | | 603718 | 海利生物 | ...

农林牧渔/动物保健Ⅱ 生物股份（600201.SH） 非瘟亚单位疫苗全球首发在即，创新龙头成长动能强 2026 年 01 月 08 日 劲 投资评级：买入（维持） | 日期 | 2026/1/8 | | --- | --- | | 当前股价(元) | 16.61 | | 一年最高最低(元) | 17.16/6.24 | | 总市值(亿元) | 184.66 | | 流通市值(亿元) | 184.66 | | 总股本(亿股) | 11.12 | | 流通股本(亿股) | 11.12 | | 近 3 个月换手率(%) | 270.16 | 股价走势图 风险提示：猪价持续低迷、行业竞争加剧、非瘟疫苗兑现不及预期。 数据来源：聚源 -50% 0% 50% 100% 150% 200% 2025-01 2025-05 2025-09 2026-01 生物股份 沪深300 陈雪丽（分析师） 王高展（分析师） chenxueli@kysec.cn 证书编号：S0790520030001 wanggaozhan@kysec.cn 证书编号：S0790525070003 非瘟亚单位疫苗全球首发在即，创新龙头成长动能强劲，维持" ...

Core Viewpoint - The announcement details the judicial auction and transfer of shares held by major shareholders of Beihai Guofa Chuanshan Biological Co., Ltd, resulting in a significant reduction in their ownership percentage without triggering mandatory takeover obligations [3][4][6]. Group 1: Shareholder Changes - Major shareholders Zhu Rongjuan and Peng Tao collectively held 22,167,585 shares, representing 4.23% of the total share capital, which were judicially auctioned and transferred to Mojian Changhong Mining Co., Ltd [3][4]. - The ownership percentage of Zhu Rongjuan and associated parties decreased from 10.72% to 6.49% following the transfer [3][6][17]. - The share transfer was a passive reduction due to judicial auction and did not violate any prior commitments or plans [3][4]. Group 2: Impact on Company Management - The equity change will not have a significant adverse impact on the company's management and does not result in a change of the controlling shareholder or actual controller [4][8][19]. - The company will continue to monitor shareholder equity changes and fulfill its information disclosure obligations as required by law [8][19]. Group 3: Judicial Auction Details - The shares were auctioned by the People's Court of Nanning, Guangxi, from November 25 to November 26, 2025, with the auction results published on November 27, 2025 [4][16]. - The court issued a ruling on December 12, 2025, lifting the freeze on the shares held by Zhu Rongjuan and Peng Tao, allowing for the transfer to the buyer [5][16]. Group 4: Future Arrangements - There are no plans for the major shareholders to increase or further reduce their holdings in the company within the next 12 months [15][19]. - The company’s controlling shareholder remains unchanged after the equity change [19].

1月7日，金宇生物技术股份有限公司（以下简称"生物股份（600201）"）披露大股东增持进展。公告显 示，截至2026年1月6日，生物股份大股东内蒙古金宇生物控股有限公司（以下简称"生物控股"）已完成 首笔增持。 具体来看，生物控股于2026年1月6日通过上海证券交易所交易系统以集中竞价的方式增持生物股份 61.46万股A股股份，占该公司总股本的0.0553%，本次增持成交总额约983.22万元。 事实上，大股东的增持早有计划。2025年12月24日，生物股份便发布公告称，生物控股计划于未来12个 月内通过集中竞价交易方式增持公司股份，增持金额区间为5000万元至1亿元。而此次首笔增持的快速 落地，累计增持金额达900余万元，不仅兑现了增持承诺的第一步，更传递出生物控股对生物股份非洲 猪瘟疫苗发展前景充满信心。 非洲猪瘟作为致死率达100%的烈性动物传染病，尚无特效治疗药物，疫苗研发成为防控核心突破口。 在此背景下，生物股份联合中国科学院生物物理研究所等科研单位研发的非洲猪瘟亚单位疫苗，凭借高 保护率、高安全性等核心优势，备受行业瞩目。该疫苗若研发成功，将为国内外非洲猪瘟疫情防控提供 关键技术支撑，有望大幅降 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇1月6日丨生物股份(600201.SH)公布，生物控股于2026年1月6日通过上海证券交易所交易系统以 集中竞价的方式增持公司61.46万股A股股份，占公司总股本的0.0553%，本次增持成交总额约983.22万 元（不含交易佣金等费用）。 ...

证券代码：600201 证券简称：生物股份 公告编号：临 2026-001 金宇生物技术股份有限公司 关于大股东首次增持公司股份暨 增持计划实施进展的公告 本公司董事会、全体董事及相关股东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。 重要内容提示： | 股东名称 | 持股数量 （股） | 持股比例 | 一致行动关系形成原因 | | --- | --- | --- | --- | | 内蒙古金宇生 | | | 张翀宇持有生物控股 39.00%股 | | 物控股有限公 | 122,304,000 | 11.00% | 权，张竞持有生物控股 51.93% | | 司 | | | 股权，张翀宇与张竞系父女关 | | 张翀宇 | 23,003,826 | 2.07% | 系，二人合计持有生物控股 | | 张竞 | 6,132,742 | 0.55% | 90.93%股权，系生物控股实际 | | 合计 | 151,440,568 | 13．62% | 控制人 | 二、增持计划的实施进展 | 增持主体名称 | 内蒙古金宇生物控股有限公司 | | --- | - ...