济宁高新区合成生物产业发展交流会。 核芯医药企业场景。 生命科学中心提供载体支撑。 于伟通讯员吴丛赵相炎济宁报道 合成生物学是一门前沿学科,也是生物制造产业的创新源头。国家"十五五"规划提出"前瞻布局未来产 业",将生物制造这一未来产业列为新的经济增长点。 作为国家级生物技术产业基地,济宁高新区紧跟国家战略,将合成生物作为医药健康产业重点突破领域,出 政策、引人才、建平台、设基金……正全力竞逐新质生产力新赛道。 1 院士领衔 转化成果高效落地 位于济宁高新区的核芯医药(山东)有限公司(以下简称"核芯医药")的生产车间,正进行DHA藻油产品的试 生产,而该产品正是合成生物产业转化成果落地项目之一。 "我们与南京师范大学黄和院士团队签约合作,作为承接黄院士团队合成生物学研发成果的转化基地,目前 DHA藻油项目已率先落地。"核芯医药常务副总经理袁海滨指着企业园区规划图介绍,"这个车间改造后, 现有四个生物发酵罐,专门用于DHA藻油产品生产,目前已进入到最后的试生产阶段,预计在明年实现量 产,前期产量预计约1000吨,整个立项规模可达到3750吨/年。" DHA藻油,是通过生物合成手段,利用特定菌发酵获得,相比传统鱼 ...

济宁高新区党工委书记、管委会主任王亚栋告诉记者，该区已高标准规划建设合成生物产业园，设立产 业发展基金，重点支持菌种创制、发酵工艺等核心环节攻关，通过构建"技术研发—场景应用—产业落 地"的闭环生态，聚力打造合成生物产业核心承载区与技术应用高地。 布局新赛道，济宁高新区的产业基础早已为合成生物的生根发芽备好了肥沃的土壤。作为国家级生物技 术产业基地，这里集聚了鲁抗医药、核芯医药、辰欣药业等一批龙头企业，逐步构建起从研发创新到规 模化制造的完整产业链。同时，先天的交通物流优势让产业发展如虎添翼。济宁高新保税物流中心 以"一站式通关、一体化监管"高效服务，进口环节支持企业将货物暂存中心、延缓缴纳关税等相关税费 并按需分批提货，出口环节允许企业在高新区完成报关、查验等流程，货物存入即视同出口，便捷享受 退税政策，大幅降低企业物流与时间成本。 11月25日，"智汇合成 驱动未来"合成生物产业发展交流会在济宁高新区举办，行业目光聚焦这片合成 生物产业的新兴之地。作为参会嘉宾，中国工程院院士、南京师范大学副校长黄和现场带来专题报告， 结合自身研究领域指出，合成生物学以微生物资源开发利用为核心，通过代谢工程调控与微生物改造 ...

证券代码：600789 证券简称：鲁抗医药 山东鲁抗医药股份有限公司 （山东省济宁高新区德源路 88 号） 2024 年度向特定对象发行 A 股股票 募集说明书（注册稿） 保荐机构（主承销商） （北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层） 二〇二五年九月 山东鲁抗医药股份有限公司 募集说明书（注册稿） 公司声明 1、本公司及全体董事、监事、高级管理人员承诺募集说明书及其他信息披露资料 不存在任何虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性及完整性承担相 应的法律责任。 2、公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财务会 计资料真实、完整。 3、中国证监会、上海证券交易所对本次发行所作的任何决定或意见，均不表明其 对申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人的 盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之相反的声明 均属虚假不实陈述。 4、根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发行 人自行负责。投资者自主判断发行人的投资价值，自主作出投资决策，自行承担证券依 法发行后因发行人 ...

Core Insights - Lu Kang Pharmaceutical has focused on cultivating growth-oriented subsidiaries as a key strategic initiative to enhance innovation and core competitiveness over the past decade [1] - By 2024, the revenue of growth-oriented subsidiaries is expected to increase by 150% compared to 2018, becoming a significant driver of the company's development [1] Group 1: Strategic Focus - The company has identified "strategy + support + supervision" as three key areas to accelerate the development of subsidiaries, positioning various companies in specific leadership roles within their respective markets [2] - The company aims to strengthen supervision and support for growth-oriented subsidiaries, guiding them to establish modern corporate systems and new business models [2] Group 2: Transformation Initiatives - Lu Kang Pharmaceutical promotes six transformations for its growth-oriented subsidiaries, including transitioning from small to large enterprises and shifting focus from production to R&D and sales [3] - The largest subsidiary, She Li Le, has established a comprehensive system for research, production, and sales, ranking 14th globally among animal health companies in 2024 [3] Group 3: Support Models - The company implements a new support model characterized by precision, personalization, order-based assistance, and quantifiable indicators to enhance subsidiary development [4] - Five main lines of management are proposed to address bottlenecks in subsidiary development, ensuring comprehensive oversight in various operational aspects [4] Group 4: Performance Outcomes - Under the growth-oriented subsidiary strategy, significant achievements have been made, with sales revenue for Sai Te expected to double by 2024 compared to 2014 [5] - Qinghai Lu Kang Da Di is projected to see a 1.5 times increase in sales revenue by 2024 compared to 2014, while the biological pesticide segment anticipates a threefold revenue increase [5]

Core Insights - The flu season has arrived earlier than expected, leading to increased activity in flu-related stocks in the A-share market [1] - Significant sales increases have been reported for antiviral medications, with Oseltamivir sales up 237% and Mabalaosavir up 180% in the past week [1] Stock Performance - Notable stock movements include: - Yipinhong (一品红) up 13% - Hendi Pharmaceutical (亨迪药业) up nearly 11% - Special One Pharmaceutical (特一药业) and Guangji Pharmaceutical (广济药业) both hitting the 10% daily limit up - Other companies like Hainan Haiyao (海南海药) and Peking University Pharmaceutical (北大医药) also saw significant gains [1][2] - The overall market sentiment is positive, with many flu-related stocks experiencing substantial year-to-date increases, such as: - Yipinhong with a year-to-date increase of 225.09% - Hainan Haiyao with a 75.37% increase [2] Consumer Behavior - Data from Alibaba Health indicates a marked increase in the attention and purchase volume of flu medications over the past two weeks, with a more than 500% week-on-week growth in the number of buyers for antiviral drugs [1] - Mabalaosavir has shown exceptional performance, with a 600% increase in the number of buyers compared to the previous period, reflecting heightened consumer awareness regarding flu prevention and treatment [1]

Core Viewpoint - Lu Kang Pharmaceutical's stock has experienced fluctuations, with a recent decline of 2.02% and a year-to-date increase of 7.76%, indicating volatility in its market performance [1][2]. Financial Performance - For the period from January to September 2025, Lu Kang Pharmaceutical reported a revenue of 4.624 billion yuan, a year-on-year decrease of 0.91%, and a net profit attributable to shareholders of 141 million yuan, down 59.32% year-on-year [2]. - The company has cumulatively distributed 693 million yuan in dividends since its A-share listing, with 248 million yuan distributed over the last three years [3]. Stock Market Activity - As of November 19, Lu Kang Pharmaceutical's stock price was 10.17 yuan per share, with a total market capitalization of 9.139 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on April 2, where it recorded a net buy of -648.76 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 8.54% to 113,500, while the average number of tradable shares per person increased by 9.33% to 7,915 shares [2]. - Among the top ten circulating shareholders, the Southern CSI 1000 ETF held 6.5781 million shares, a decrease of 84,600 shares compared to the previous period [3].

Group 1 - The company and its subsidiary, Shandong Lukang Pharmaceutical Group Sait Company, have been selected for the 11th batch of national drug centralized procurement [1][2] - The selected products are expected to generate a total sales revenue of 404.76 million yuan in 2024, accounting for approximately 6.49% of the company's total revenue for that year [1] - For the first half of 2025, the selected products are projected to yield sales of 225.24 million yuan, representing about 7.14% of the company's revenue for that period [1] Group 2 - The centralized procurement aims to prioritize the use of selected products in national medical institutions, facilitating quicker market entry for new products and expanding the company's coverage in relevant drug sectors [2] - The profitability of the selected products may face temporary adjustments, but the company plans to enhance operational management quality through product structure optimization and cost control measures [2]

Group 1 - Semiconductor Manufacturing International Corporation (SMIC) plans to acquire 47% equity in SMIC North, with due diligence and evaluation processes still ongoing [1][2] - Zhuhai Gree Supply Chain intends to convert a debt of 200 million yuan into equity to increase capital for Shenzhen Haoneng Technology, changing its status from a wholly-owned subsidiary to a controlling subsidiary [3] - China Huadian Corporation is set to invest 12.043 billion yuan in a combined heat and power generation project integrated with renewable energy in Heilongjiang [4] Group 2 - Yong'an Pharmaceutical announces that some directors and senior management plan to reduce their holdings by up to 0.0799% of the total shares [5] - Lihua Co. reports a 11.44% year-on-year increase in chicken sales revenue for October, totaling 1.461 billion yuan [6] - Degu Technology intends to terminate the acquisition of 100% equity in Haowei Technology due to difficulties in meeting the demands of all parties involved [7] Group 3 - Guocheng Mining plans to pay 3.168 billion yuan in cash to acquire 60% equity in Guocheng Industrial [8] - Yingtang Intelligent Control intends to acquire 100% equity in Guanglong Integration and 80% equity in Aojian Microelectronics, with stock resuming trading on November 10 [9] - Shanshan Holdings announces that its actual controller and major shareholder have divorced, resulting in a change in control [10] Group 4 - Nutaige plans to invest 100 million yuan to establish a wholly-owned subsidiary focused on robotics and related components [11] - Chengxing Co. reports that its Jiangyin factory is currently under temporary shutdown for rectification due to a raw material leak [12] - Xindong Holdings announces that its shareholder Hainan Zhuhua plans to reduce its stake by up to 3% [13] Group 5 - Yonghui Supermarket's vice president has completed a share reduction of 0.0012% [14] - Xi'an Tourism plans to issue A-shares to raise no more than 300 million yuan for working capital and bank loan repayment [15] - Xiaogoods City has successfully acquired land use rights for a commercial site in Yiwu for 3.223 billion yuan [16][17] Group 6 - Tongda Chuangzhi announces a cash dividend of 6 yuan per 10 shares for the 2025 interim period [18] - Shen Nan Electric A received a government subsidy of 8.0518 million yuan, accounting for 36.75% of its last fiscal year's net profit [19] - Founder Technology's subsidiary plans to invest 1.364 billion yuan in an AI expansion project in Chongqing [20] Group 7 - Hezhong China reports significant stock trading fluctuations, indicating a "hot potato" effect [21] - Hengrui Medicine's subsidiary has received approval for clinical trials of SHR-4610 injection for late-stage solid tumors [22] - Sihua Holdings announces the termination of a restructuring investment agreement and continues to seek potential investors [23] Group 8 - Yingwei Technology's subsidiary has won a 27.78% share of a project from China Mobile [24] - Dabeinong reports a 45.20% year-on-year increase in pig sales for October, totaling 5.79 billion yuan [25] - Meihua Biotech's major shareholder has been sentenced for market manipulation, but it does not affect the company's operations [26] Group 9 - Zhongyi Da plans to terminate the issuance of A-shares to specific investors [27] - Zhongji Oil and Gas has received a notice of investigation from the China Securities Regulatory Commission regarding trading violations [28] - China International Trade Corporation announces the resignation of its chairman due to work reasons [29] Group 10 - GAC Group reports a decline in October vehicle sales by 8.10% [30] - Dameng Data has invested 100 million yuan to establish an investment fund focused on the database industry [31] - Zhengbang Technology reports a 78.08% year-on-year increase in pig sales revenue for the first ten months [32] Group 11 - Shanghai Xiba has announced that its directors are under investigation for suspected short-term trading [33] - Changgao Electric New has won a bid for a project from the State Grid worth 246 million yuan [34] - Jianghuai Automobile reports a 5.49% increase in October sales [35] Group 12 - Xintian Green Energy reports a 20.97% year-on-year decrease in power generation for October [36] - Luokang Pharmaceutical's products have been selected in the national centralized procurement [37] - Zhongyuan Home intends to invest 16 million USD in a self-built production base in Vietnam [38] Group 13 - Changcheng Technology has terminated plans for a control change and will resume trading on November 10 [39] - Poly Development reports a significant decrease in signed sales area and amount for October [40] - Wanhua Chemical's MDI phase II facility will undergo maintenance starting November 15 [41]

Group 1 - Fangzheng Technology's subsidiary plans to invest 1.364 billion yuan in an AI expansion project in Chongqing to quickly increase production capacity [1] - The current production capacity at the Chongqing base cannot meet customer order demands, necessitating this investment [1] - The expansion aims to strategically optimize product structure and enhance the company's ability to meet the needs of high-end clients in AI, cloud computing, and big data sectors [1] Group 2 - Huadian Technology signed a contract worth approximately 3.415 billion yuan for a 1 million kW offshore wind power project, which constitutes about 45.29% of the company's latest audited revenue [2] - This contract is expected to have a positive impact on the company's operating performance [2] Group 3 - ST Huayun applied to revoke other risk warnings after receiving a penalty notice from the China Securities Regulatory Commission for false reporting from 2018 to 2022 [3] - The company has completed a review and found no conditions warranting the risk warning, thus meeting the criteria for revocation [3] Group 4 - Meihua Biological's controlling shareholder was sentenced to three years in prison (suspended for five years) for manipulating the securities market, but this matter does not affect the company's operations [4] - The company confirmed that its production and business activities remain normal despite the legal issues surrounding the shareholder [4] Group 5 - Shanghai Xiba's board members are under investigation for suspected short-term trading, but this investigation is personal and will not significantly impact the company's daily operations [5] Group 6 - Changcheng Technology terminated plans for a change in control due to a lack of consensus on key matters, and its stock will resume trading on November 10, 2025 [6] Group 7 - Hefei China reported a 23.91% year-on-year decline in consolidated revenue for the period from January to October 2025, totaling 587 million yuan [8] Group 8 - Various companies are involved in significant project wins and collaborations, including Rayco Defense acquiring minority stakes in a subsidiary and several companies winning contracts for large-scale projects [13]

Core Viewpoint - Recently, LuKang Pharmaceutical announced that it and its subsidiary, Shandong LuKang Pharmaceutical Group Saiter Co., Ltd., have won bids for certain drugs in the national centralized procurement process [1] Group 1 - The announcement was made on the evening of November 7 [1] - The national organization for drug procurement released a notification regarding the results of the centralized procurement [1] - The procurement is identified as GY-YD2025-1 [1]