Core Viewpoint - The company, Jiangsu Sihuan Biological Co., Ltd., anticipates a significant increase in revenue for the first half of 2025, despite reporting a net loss attributed to various operational challenges [1][2]. Financial Performance Summary - Expected operating revenue for the period is projected to be approximately 105.81 million yuan, representing a year-on-year growth of 70.12% to 79.57% [1]. - The net loss attributable to shareholders is estimated to be between 9 million to 13 million yuan, compared to a loss of 11.06 million yuan in the same period last year, indicating a decrease of 17.56% to 18.61% [1]. - The net loss after deducting non-recurring gains and losses is expected to be between 10 million to 14 million yuan, a decline of 42.75% to 1.96% compared to a loss of 9.81 million yuan last year [1]. - Basic earnings per share are projected to be between -0.0126 yuan and -0.0087 yuan, compared to -0.0107 yuan per share in the previous year [1]. Reasons for Performance Changes - The primary reason for the company's losses is a slight decline in revenue from its subsidiary, Beijing Sihuan Biological Pharmaceutical Co., Ltd., along with increased management expenses due to legal fees related to a securities fraud case [2]. - Conversely, the increase in operating revenue is attributed to a strategic cooperation agreement between its wholly-owned subsidiary, Jiangsu Chenwei Ecological Park Technology Co., Ltd., and Jiangyin Xinganfa Trading Co., Ltd., leading to a substantial rise in sales of seedlings [2]. Other Relevant Information - The performance forecast is based on preliminary estimates from the company's finance department, with final figures to be confirmed in the official half-year report for 2025 [2].

Group 1 - Morning Light Biological expects a net profit of 202.0 million to 232.0 million yuan for the first half of 2025, representing a year-on-year increase of 102.33% to 132.38% [1] - Northern Rare Earth anticipates a net profit of 900.0 million to 960.0 million yuan for the first half of 2025, with a significant year-on-year growth of 1882.54% to 2014.71% [1] - Youfa Group forecasts a net profit of 277.0 million to 307.0 million yuan for the first half of 2025, reflecting a year-on-year increase of 151.69% to 178.93% [1] Group 2 - Torch Electronics projects a net profit of approximately 247.0 million to 280.0 million yuan for the first half of 2025, indicating a year-on-year growth of 50.36% to 70.45% [3] - Zhiwei Intelligent expects a net profit of 91.98 million to 112.43 million yuan for the first half of 2025, with a year-on-year increase of 62.85% to 99.06% [4] - Youhao Group anticipates a net profit of 12.0 million yuan for the first half of 2025, representing a year-on-year growth of 51% [5] Group 3 - Nami Technology expects a net profit of 61.0 million to 73.0 million yuan for the first half of 2025, with a year-on-year increase of 35% to 62% [7] - Xinda Co. forecasts a net profit of 130.0 million to 150.0 million yuan for the first half of 2025, reflecting a substantial year-on-year growth of 2443.43% to 2834.73% [8] Group 4 - Shaanxi Coal Industry reported a coal production of 14.36 million tons in June, a year-on-year decrease of 5.07% [9] - Huanxu Electronics announced a consolidated revenue of 4.587 billion yuan in June, a year-on-year decline of 1.23% [10] Group 5 - Huadian International successfully issued 2.0 billion yuan in medium-term notes with a maturity of 3+N years and a coupon rate of 1.89% [20] - Zhongmin Energy reported a total power generation of 1.405 billion kilowatt-hours in the first half of 2025, a year-on-year decrease of 0.89% [20] Group 6 - Huaxia Biotech passed the FDA inspection with zero deficiencies, covering six major systems [21] - Ruikeda's application for convertible bond issuance has been accepted by the Shanghai Stock Exchange [22] Group 7 - Dafu Technology plans to invest no more than 100 million yuan in Anhui Yunta [42] - Tongda Co. won a bid for a project valued at 180.3 million yuan from the Southern Power Grid [46]

Market Overview - The Shanghai Composite Index fell by 0.13% on July 9, with 17 out of the 28 sectors rising, led by Media and Agriculture, Forestry, Animal Husbandry, and Fishery, which increased by 1.35% and 0.65% respectively [2] - The sectors with the largest declines were Non-ferrous Metals and Basic Chemicals, which dropped by 2.26% and 0.85% respectively [2] Capital Flow Analysis - The main capital outflow from the two markets totaled 38.536 billion yuan, with only three sectors experiencing net inflows: Media (1.055 billion yuan), Retail (864 million yuan), and Construction Decoration (40.34 million yuan) [2] - The Electronic sector saw the largest net outflow, amounting to 7.789 billion yuan, followed by Non-ferrous Metals with 5.412 billion yuan [2] Agriculture, Forestry, Animal Husbandry, and Fishery Sector - The Agriculture, Forestry, Animal Husbandry, and Fishery sector rose by 0.65% despite a net capital outflow of 437 million yuan [3] - Out of 103 stocks in this sector, 40 stocks increased, with one hitting the daily limit, while 55 stocks declined [3] - The top three stocks with net inflows were Xinwufeng (31.4665 million yuan), Haida Group (28.3706 million yuan), and Juxing Agriculture (21.9941 million yuan) [3][4] Top Gainers and Losers in Agriculture, Forestry, Animal Husbandry, and Fishery - **Top Gainers**: - Xinwufeng: +0.65%, 4.20% turnover, 31.4665 million yuan inflow [4] - Juxing Agriculture: +0.76%, 4.49% turnover, 21.9941 million yuan inflow [4] - **Top Losers**: - Muyuan Foods: -3.27%, 1.81% turnover, 71.5922 million yuan outflow [5] - Guolian Aquatic Products: -1.76%, 8.74% turnover, 45.2607 million yuan outflow [5]

证券代码：600201 证券简称：生物股份 公告编号：临 2025-038 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP， 参与本次互动交流，活动时间为 2025 年 7 月 11 日（周五） 16:00-18:00。届时 公司高管将在线就公司 2024 年度业绩、公司治理、发展战略、经营状况、融资 计划、股权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流， 欢迎广大投资者踊跃参与！ 特此公告。 金宇生物技术股份有限公司 董 事 会 二〇二五年七月十日 金宇生物技术股份有限公司 关于参加内蒙古辖区上市公司 2025 年投资者 网上集体接待日活动的公告 本公司董事会及全体董事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。 为进一步加强与投资者的互动交流，金宇生物技术股份有限公司（以下简 称 "公司"）将参加由内蒙古证监局、内蒙古自治区上市公司协会与深圳市全景网 络有限公司联合举办的"2025 年内蒙古辖区上市公司投资者集体接待日活 ...

关于子公司取得新兽药注册证书的公告 本公司董事会及全体董事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。 根据国家《兽药管理条例》和《兽药注册办法》规定，经国家农业农村部审 查，批准金宇生物技术股份有限公司（以下简称"公司"）全资子公司扬州优邦 生物药品有限公司（以下简称"扬州优邦"）及其他单位联合研制的鸡新城疫、禽 流感（H9 亚型）、禽腺病毒病（I 群，4 型）三联灭活疫苗（La Sota 株+WF 株+rHx 株）为新兽药，详情如下： 一、新兽药产品基本情况 新兽药名称：鸡新城疫、禽流感（H9 亚型）、禽腺病毒病（I 群，4 型）三 联灭活疫苗（La Sota 株+WF 株+rHx 株） 注册分类：三类 新兽药注册证书号：(2025)新兽药证字68号 研制单位：扬州优邦生物药品有限公司、苏州沃美生物有限公司、哈药集团 生物疫苗有限公司、肇庆大华农生物药品有限公司、四川农业大学 证券代码：600201 证券简称：生物股份 公告编号：临 2025-039 金宇生物技术股份有限公司 贮藏与有效期：2～8℃保存，有效期为 18 个月。 二、新兽药产品 ...

Core Insights - The strategic partnership between Oushiman and Givaudan aims to integrate their strengths in the active ingredients sector, focusing on innovative development and application in cosmetics [1][2][6] - Oushiman has 58 years of experience in the Chinese market, with a strong emphasis on consumer-centered research and innovation, while Givaudan is recognized as an authority in active beauty ingredients and biotechnology innovation [2][4] - The collaboration is expected to enhance Oushiman's research capabilities and drive the internationalization of "pearl technology" and "precise solutions for Eastern skin" [2][6][7] Company Strengths - Oushiman has established a robust research framework, integrating data science, life sciences, and sustainable chemistry to drive innovation in pearl technology [4][5] - The company has developed a comprehensive research ecosystem, collaborating with top universities and research institutions, and has made significant contributions to industry standards and academic publications [5] - Oushiman's research achievements include 151 national invention patents and the establishment of the "Deqing Pearl System" as a global agricultural cultural heritage [5] Industry Trends - The beauty industry is undergoing a transformation driven by technology, with a focus on sustainable innovation and consumer safety [2][6] - The partnership signifies a convergence of Eastern and Western scientific approaches, aiming to redefine beauty industry standards and enhance the global research network for Eastern skin types [6][7] - The collaboration is positioned to create more effective, safe, and sustainable skincare solutions for global consumers, marking a new era in scientific advancements in the beauty sector [7]

Core Insights - The biopharmaceutical industry in Hohhot is experiencing rapid growth, driven by private enterprises and strategic initiatives focused on technological innovation and industrial chain enhancement [1][6] - Hohhot aims to establish itself as a leading hub for green biopharmaceuticals in Northern China, leveraging its industrial advantages to accelerate the transformation and commercialization of new technologies [6] Group 1: Industry Development - Hohhot is cultivating six major industrial clusters with a focus on biopharmaceuticals, achieving significant milestones such as the successful implementation of the world's first mRNA vaccine and intelligent manufacturing projects [1] - The city has over 60 biopharmaceutical companies, 143 innovation platforms, and 117 research institutions, with a projected industry output value of 20.25 billion yuan in 2024, accounting for approximately 7.9% of the city's industrial output [3] Group 2: Technological Innovation - Companies like Jinyu Biotechnology have pioneered technologies in large-scale cell culture and vaccine quality standards, contributing to advancements in vaccine development and production [1][4] - Innovative packaging technologies for fermentation agents and the development of vaccines such as the Brucella vaccine highlight the ongoing technological breakthroughs within the industry [2] Group 3: Collaborative Ecosystem - Hohhot has established a multi-level collaborative innovation ecosystem involving government, industry, academia, and research institutions, focusing on key technologies in animal vaccine production [4] - Partnerships between enterprises and academic institutions have led to significant advancements, such as the establishment of the largest lactic acid bacteria resource bank and successful technology transfers [4] Group 4: Policy Support - The local government has introduced various policies to support high-quality development in the biopharmaceutical sector, including financial incentives totaling 14 million yuan for innovation platforms and vaccine projects [5]

Group 1 - The core viewpoint indicates that the pig price is expected to maintain a central level above 15 yuan/kg in 2025 due to limited supply growth and cautious breeding practices [1][2] - The industry is experiencing a supply gap, with a notable increase in piglet losses due to a virus mutation, which is expected to drive up pig prices in Q3 2025 [1] - Recent government policies aim to regulate the pig industry, including measures to curb low-price competition and promote the orderly exit of outdated production capacity [1][2] Group 2 - The pig price is under significant downward pressure in H2 2025, but multiple government policies are expected to support price increases and alleviate CPI pressure [2] - The overall investment logic in the pig sector is improving due to supply contraction and macroeconomic catalysts, suggesting a positive outlook for investment [2] - The CSI Livestock Breeding Index reflects the performance of listed companies involved in livestock feed, veterinary drugs, and breeding, with the top ten weighted stocks accounting for 65.27% of the index [2]

Group 1 - The company will hold its second extraordinary general meeting of shareholders in 2025 on July 18, 2025, at 14:30 [4][6][32] - The meeting will adopt a non-cumulative voting method for the election of one independent director from two candidates [2][28][35] - The voting will be conducted both on-site and through the Shanghai Stock Exchange's online voting system [7][8][9] Group 2 - The independent director candidates are Mr. Hu Qi and Ms. Dong Qiuhong, nominated by shareholders [20][22][28] - The company has received nominations from shareholders holding 7.57% and 1.01% of the shares respectively [20][22][28] - The election process will ensure that the candidate with the highest number of affirmative votes from attending shareholders will be elected [29][35][36]

Summary of Key Points Core Viewpoint - The company, Bio Co., Ltd. (生物股份), is undergoing significant changes in its stock repurchase plan and has faced inquiries from investors regarding its management and investment strategies. Group 1: Stock Performance and Trading Information - As of July 1, 2025, Bio Co., Ltd. closed at 7.97 yuan, down 0.62%, with a turnover rate of 2.25% and a trading volume of 251,800 shares, amounting to a total transaction value of 201 million yuan [1] - On the same day, the net outflow of main funds was 16.39 million yuan, accounting for 8.14% of the total transaction value, while retail investors saw a net inflow of 12.19 million yuan, representing 6.06% of the total transaction value [5][7] Group 2: Company Announcements and Shareholder Information - Following the 2024 annual equity distribution, the maximum repurchase price for shares has been adjusted from 10.01 yuan to 9.98 yuan per share, with a total repurchase fund ranging from 80 million to 160 million yuan [6] - The company plans to distribute a cash dividend of 0.3 yuan per 10 shares (including tax), with the record date set for June 25, 2025, and the ex-dividend date on June 26, 2025 [6] - The company has indicated that any significant matters will be disclosed in accordance with relevant regulations, addressing investor concerns about management efficiency and communication [3][4]