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生物股份(600201) - 金宇生物技术股份有限公司关于以集中竞价交易方式回购公司股份的进展公告
2025-05-06 08:31
证券代码:600201 证券简称:生物股份 公告编号:临2025-026 金宇生物技术股份有限公司关于 以集中竞价交易方式回购公司股份的进展公告 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《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定,公司应当在每个月的前 3 个交易日内披露截至上月 末的回购进展情况。现将回购进展情况公告如下: 2025 年 4 月,公司通过上海证券交易所系统以集中竞价交易方式累计回购公 司股份 80.33 万股,占公司总股本的比例为 0.0717%,成交最高价为 7.30 元/股, 最低价为 6.79 元/股,已支付的金额为 569.78 万元(不含佣金、过户费等交易费 用)。 截至 2025 年 4 月 30 日,公司通过上海证券交易所交易系统以集中竞价交易方 式累计回购公司股份 1,538.33 万股,占公司总股本的比例为 1.3731%,成交最高 价为 7.30 元/股,成交最低价为 6.37 元/股,支付的资金总额为 10,555.22 万元 ...
生物股份(600201) - 金宇生物技术股份有限公司关于召开2024年年度股东大会的通知
2025-05-06 08:30
证券代码:600201 证券简称:生物股份 公告编号:2025-025 金宇生物技术股份有限公司 关于召开2024年年度股东大会的通知 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。 重要内容提示: 一、 召开会议的基本情况 (一)股东大会类型和届次 2024年年度股东大会 (二)股东大会召集人:董事会 (三)投票方式:本次股东大会所采用的表决方式是现场投票和网络投票相结合的 (四)现场会议召开的日期、时间和地点 召开的日期时间:2025 年 5 月 28 日 14 点 00 分 召开地点:内蒙古自治区呼和浩特市经济技术开发区沙尔沁工业园区金宇大 街 1 号公司会议室 (五)网络投票的系统、起止日期和投票时间。 网络投票系统:上海证券交易所股东大会网络投票系统 网络投票起止时间:自2025 年 5 月 28 日 至2025 年 5 月 28 日 采用上海证券交易所网络投票系统,通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段,即 9:15-9:25,9:30-11:30,13:00-15:00;通过 方式 股东大 ...
农林牧渔行业2025年中期投资策略:外部环境多变,农业防御优势凸显
KAIYUAN SECURITIES· 2025-05-05 09:15
Group 1: Swine Industry - The domestic supply and demand for pigs is expected to improve marginally by Q2 2025, with pig prices supported and entering a phase of gradual upward movement. External factors such as tariff-driven increases in feed raw material prices and higher costs for imported meat are also contributing positively to pig prices. The swine sector is highlighted as a defensive asset amid macroeconomic shocks, reinforcing investment logic. Recommended stocks include Wens Foodstuff Group, Muyuan Foods, and Juxing Agriculture [4][86]. - In 2024, China's pork production is projected to reach 56.75 million tons, accounting for 49% of global production, with consumption at 57.95 million tons, representing 50% of global consumption. This positions China as the world's largest pork producer and consumer [13][15]. - The average price of pork in 2024 is estimated at 16.8 yuan per kilogram, reflecting an increase of 11.8% year-on-year. The swine farming market size is expected to reach 1.5 trillion yuan, up 11.2% year-on-year [17][32]. Group 2: Poultry Industry - The demand for white chicken remains resilient despite uncertainties from U.S.-China tariff policies and avian influenza outbreaks. The consumption of white feather broilers is expected to improve marginally, with recommended stocks including San Nong Development and He Feng Co [5][94]. - In 2024, the total output of meat chickens in China is projected to reach 14.84 billion, with white feather broilers accounting for 60.85% of this figure. The output of white feather broilers is expected to increase by 2.2% year-on-year [99]. Group 3: Animal Health - The market for piglets and poultry chicks is stable, with a solid demand for poultry chicks supported by increasing poultry farming. The market for ruminant and pet vaccines is also expected to remain robust, with recommended stocks including Bio-Group, Kexin Biology, and Pulaike [6]. Group 4: Planting and Seeds - The focus on food security is emphasized, with companies involved in high-yield genetically modified soybeans likely to benefit from the ongoing U.S.-China trade tensions. The third batch of genetically modified corn varieties is expected to be approved for planting, which may increase the area under cultivation [7]. Group 5: Feed Industry - The recovery of the swine sector is expected to boost domestic demand for feed, while overseas markets present new growth opportunities. The demand for pig feed is anticipated to rebound as pig farming profitability improves and pig stocks gradually recover [8]. Group 6: Pet Industry - The upcoming shopping festivals are expected to drive demand for pet food, with domestic brands likely to gain market share due to increased tariffs on imported high-end products. Recommended stocks include Guibao Pet, Zhongchong Co, and Petty Co [6].
长春卓谊生物股份有限公司申请II类会议
Sou Hu Cai Jing· 2025-04-30 07:45
金融界4月30日消息,据CDE官网沟通交流公示,于4月30日收到长春卓谊生物股份有限公司申请的"II 类会议",当前状态"处理中"。 主要股东信息显示,长春卓谊生物股份有限公司由浙江赛尔康宁生物科技有限公司持股55.1123%、杭 州滨江创业投资有限公司持股13.4118%、宁波梅山保税港区协恒康泰投资管理合伙企业(有限合伙) 持股7.9934%、南京中钰高科一期健康产业股权投资合伙企业(有限合伙)持股7.3253%、达孜县中钰 黄山创业投资合伙企业(有限合伙)持股2.8398%。 来源:金融界 长春卓谊生物股份有限公司,成立于2005年,位于长春市,是一家以从事医药制造业为主的企业。企业 注册资本11177.9385万人民币,实缴资本11177.9385万人民币。 通过天眼查大数据分析,长春卓谊生物股份有限公司参与招投标项目414次,知识产权方面有商标信息 36条,专利信息76条,此外企业还拥有行政许可94个。 根据《药物研发与技术审评沟通交流管理办法》(2020年第48号通告),沟通交流会议分为Ⅰ类、Ⅱ类 和Ⅲ类会议,就关键阶段重大问题进行沟通交流。Ⅱ类会议一般安排在申请后60日内召开,系指为药物 在研发 ...
康希诺生物股份公司2025年第一季度报告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688185 证券简称:康希诺 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、准确性和完整性依法承担法律责任。 重要内容提示 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整,不存在虚假 记载、误导性陈述或重大遗漏,并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)保证季度报告中财务信息的真 实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、主要财务数据 (一)主要会计数据和财务指标 单位:元 币种:人民币 ■ (二)非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 ■ 对公司将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的,以及将《公开发行证券的公司信息披露解释性公告第1号一一非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目,应说明原因。 □适用 √不适用 (三)主要会计数据、财务指标发生变动的情况、原因 √适用 □不 ...
养殖ETF(516760)盘中上涨,机构:行业估值性价比提升
Xin Lang Cai Jing· 2025-04-30 02:57
Group 1 - The core viewpoint of the news highlights a mixed performance in the livestock breeding sector, with the China Livestock Breeding Index experiencing a slight decline of 0.07% as of April 30, 2025, while specific stocks like Tiankang Biological and Tianma Technology showed gains [1] - The Agricultural and Rural Affairs Department has released an implementation plan aiming to reduce the proportion of grain used in livestock feed to 60% and soybean meal to 10% by 2030, promoting measures such as precise feed formulation and the development of high-quality forage [1] - The Livestock ETF has seen a 2.47% increase over the past month, ranking in the top quarter among comparable funds [1] Group 2 - According to a report from Guosheng Securities, the allocation of the livestock sector in fund heavy positions has significantly decreased, with a first-quarter heavy position ratio of 0.45%, down 0.06 percentage points from the previous quarter and 0.65 percentage points year-on-year, marking the lowest level in three years [2] - The current price-to-earnings ratio (PE-TTM) of the Livestock ETF is 12.89, indicating it is at a historical low, being below 98.82% of the time over the past year [2] - The China Livestock Breeding Index includes companies involved in livestock feed, veterinary drugs, and livestock farming, reflecting the overall performance of listed companies in the livestock sector [2] Group 3 - As of March 31, 2025, the top ten weighted stocks in the China Livestock Breeding Index accounted for 69.05% of the index, with Hai Da Group, Wens Foodstuffs, and Muyuan Foods being the top three [3] - The weightings of the top stocks include Hai Da Group at 11.24%, Wens Foodstuffs at 10.10%, and Muyuan Foods at 10.08%, with Tiankang Biological showing a notable increase of 2.88% [5]
辽宁成大生物股份有限公司 2025年第一季度报告
Zheng Quan Ri Bao· 2025-04-29 23:29
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688739 证券简称:成大生物 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、准确性和完整性依法承担法律责任。 重要内容提示 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整,不存在虚假 记载、误导性陈述或重大遗漏,并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)保证季度报告中财务信息的真 实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、 主要财务数据 (一) 主要会计数据和财务指标 单位:元 币种:人民币 (二) 非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 对公司将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的,以及将《公开发行证券的公司信息披露解释性公告第1号——非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目,应说明原因。 □适用 √不适用 (三) 主要会计数据、财务指标发生变动的情况、原因 □适用 √ ...
生物股份(600201):业绩短期承压 持续创新厚积薄发
Xin Lang Cai Jing· 2025-04-29 02:24
Core Viewpoint - The company is experiencing short-term performance pressure due to intensified industry competition and declining product prices, but it maintains a strong focus on innovation and has a solid pipeline of new products, leading to a "buy" rating. Group 1: Financial Performance - In 2024, the company's revenue is projected to be 1.255 billion yuan, a decrease of 21.45%, with a net profit of 109 million yuan, down 61.58% due to increased competition and reduced margins [1] - For Q1 2025, revenue is expected to be 352 million yuan, an increase of 1.06%, while net profit is projected at 76 million yuan, down 27.57% [1] - The company's net profit forecasts for 2025-2027 are adjusted to 251 million, 348 million, and 448 million yuan respectively, with corresponding EPS of 0.22, 0.31, and 0.40 yuan [1] Group 2: Market Position and Product Development - The company's gross margin and net margin for 2024 are 53.86% and 8.30%, respectively, showing declines of 5.33 percentage points and 9.04 percentage points [2] - The company maintains a strong market share in key products, with a 23% market share in pig circovirus vaccines and a 40% market share in brucellosis vaccines [2] - Several major products are set to launch in 2024, expected to contribute to revenue growth in 2025, including over 30 million yuan from the ruminant mycoplasma vaccine and over 10 million yuan from the cat trivalent vaccine [2] Group 3: Research and Development - In 2024, the company invested 179 million yuan in R&D, accounting for 14.25% of its revenue [3] - The company has secured production licenses for several important vaccines, including the Rev.1 strain of the Brucella vaccine, and is developing the world's first mRNA vaccine for feline infectious peritonitis [3] - The safety and efficacy of the African swine fever subunit vaccine meet the standards set by the Ministry of Agriculture and Rural Affairs, and the company is progressing with the review process [3]
北海国发川山生物股份有限公司 2025年第一季度报告
Zheng Quan Ri Bao· 2025-04-29 01:23
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600538 证券简称:国发股份 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。 重要内容提示 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整,不存在虚假 记载、误导性陈述或重大遗漏,并承担个别和连带的法律责任。 公司负责人姜烨、主管会计工作负责人尹志波及会计机构负责人(会计主管人员)李斌斌保证季度报告 中财务信息的真实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、 主要财务数据 (一) 主要会计数据和财务指标 单位:元 币种:人民币 (二) 非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 对公司将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的,以及将《公开发行证券的公司信息披露解释性公告第1号——非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目,应说明原因。 □适用 √不适用 (三) 主要会计数据、财务指标发生变动的情况、原因 ...
苏州昊帆生物股份有限公司 2025年第一季度报告
Zheng Quan Ri Bao· 2025-04-27 22:48
Core Viewpoint - The company has disclosed its quarterly report, ensuring the accuracy and completeness of financial information, and has undertaken legal responsibilities for any misrepresentation or omissions [2][3]. Financial Data - The company has not restated or adjusted previous accounting data and confirms that non-recurring gains and losses are applicable, specifically mentioning the refund of personal income tax handling fees as a non-recurring item [3][4]. - As of February 5, 2025, the company has repurchased a total of 1,028,148 shares, accounting for 0.95% of the total share capital, with a total transaction amount of approximately 41.99 million yuan [6]. Shareholder Information - The company has not reported any changes in the top ten shareholders or the status of shares lent out for margin trading [5]. Other Important Matters - The company has established a wholly-owned subsidiary in Germany, "Highfine Biotech GmbH," with a registered capital of 200,000 euros, aimed at enhancing its competitive edge and expanding its market presence in Europe [7]. - The company’s production capacity is being expanded, with the first phase of its Anhui production base having commenced operations in August 2022, and a new project expected to obtain production licenses by January 2025 [9].