经济观察网近期和邦生物（603077）股价呈现震荡走势。2026年2月11日，公司股价盘中上涨2.04%至 2.50元/股，主力资金净流入227.97万元，但当日收盘价报2.47元，全日涨幅0.82%。截至2月13日收盘， 股价下跌2.86%至2.38元/股，成交额4.77亿元，换手率2.25%；近5日累计跌幅2.46%，但年初至今仍上 涨5.31%。技术面显示，当前股价处于20日布林带下轨附近(支撑位2.23元)，短期表现弱于大盘及行业指 数。 近期事件 2026年2月13日，公司公告拟以6615.04万元向关联方重庆和友购买6.5万吨纯碱，单价1017.70元/吨，交 易旨在优化供应链；过去12个月内同类关联交易累计9497.98万元，占净资产比例不足1%。 机构观点 机构最新舆情偏中性。根据2026年2月14日数据，机构评级中性占比100%，无明确利好或利空倾向；2 家机构预测公司2025年净利润同比增长6.85%，营收预计达129.15亿元。当前市场关注度一般，调研频 率较低，未出现显著目标价调整。 以上内容基于公开资料整理，不构成投资建议。 公司近期披露两项重要公告： 2026年2月12日，和邦生物 ...

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、准确性和完整性承担法律责任。 重要内容提示： ●四川和邦生物科技股份有限公司（以下简称"公司"）拟购买关联方重庆和友实业股份有限公司（以下 简称"重庆和友"）生产的纯碱65,000吨，单价1,017.70元/吨（含税单价1,150.00元/吨），交易总额 6,615.04万元（含税总额7,475.00万元）。 ●本次交易构成关联交易。 ●本次交易未构成重大资产重组。 ●本次交易已经公司第六届董事会第二十八次会议审议通过，无需提交公司股东会审议。 ●过去12个月内，包括本次交易，公司及子公司与重庆和友及其下属子公司已发生的各类关联交易总额 （已经公司董事会及股东会审议通过的日常关联交易除外）累计金额为9,497.98万元，占公司最近一期 经审计净资产绝对值0.5%以上。 一、关联交易概述 （一）本次交易的基本情况 公司董事会审议通过一次性买断重庆和友生产的纯碱65,000吨，单价1,017.70元/吨（含税单价1,150.00 元/吨），交易总额6,615.04万元（含税总额7,475.00万元）； 同时，重庆 ...

| | | 四川和邦生物科技股份有限公司 关联交易公告 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。 重要内容提示： ●四川和邦生物科技股份有限公司（以下简称"公司"）拟购买关联方重庆 和友实业股份有限公司（以下简称"重庆和友"）生产的纯碱65,000吨，单价 1,017.70元/吨（含税单价1,150.00元/吨），交易总额6,615.04万元（含税总额 7,475.00万元）。 ●本次交易构成关联交易。 ●本次交易未构成重大资产重组。 ●本次交易已经公司第六届董事会第二十八次会议审议通过，无需提交公司 股东会审议。 ●过去12个月内，包括本次交易，公司及子公司与重庆和友及其下属子公司 已发生的各类关联交易总额（已经公司董事会及股东会审议通过的日常关联交易 除外）累计金额为9,497.98万元，占公司最近一期经审计净资产绝对值0.5%以上。 一、关联交易概述 2026年2月13日，公司召开第六届董事会第二十八次会议，以9票同意、0票 反对、0票弃权审议通过了《关于公司关联交易的议案》。 本次交易无需提交公司股东会审议。 本 ...

和邦生物公告称，公司拟购买关联方重庆和友65,000吨 纯碱，单价1,017.70元/吨，交易总额6,615.04万 元。同时，重庆和友将开放客户资料、协助建立交易关系，并提供1年免费库存场地。本次交易已获第 六届董事会第二十八次会议通过，无需股东会审议，不构成重大资产重组。过去12个月内，公司与重庆 和友关联交易累计9,497.98万元，占最近一期经审计净资产绝对值0.5%以上。 ...

Industry Overview - Peptides are bioactive fragments of proteins that can be rapidly absorbed and utilized by the human body, providing energy and nutrients to cells. Their potential has been further released since the Human Genome Project in the 1990s, leading to unprecedented prosperity in peptide research and applications, especially in the pharmaceutical field [1][13] - The Chinese peptide industry market size is projected to grow from 57.34 billion yuan in 2016 to 209.12 billion yuan in 2024, with a compound annual growth rate (CAGR) of 17.56%. By 2025, the market size is expected to reach approximately 247.6 billion yuan [1][13] Market Segmentation - The peptide industry value chain consists of upstream raw materials and equipment (amino acids, amino acid protectants, resin acids, synthesis instruments, packaging materials), midstream production and manufacturing, and downstream applications in food, pharmaceuticals, feed, health products, and cosmetics [9][11] - The global peptide drug market is expected to reach approximately 96 billion USD by 2025, driven by the increasing prevalence of chronic diseases and the unique advantages of peptide drugs in treatment [12][17] Key Companies - HanYue Pharmaceutical focuses on four main areas: peptide formulations, raw materials, small nucleic acids, and CRDMO services. The company has achieved significant revenue growth, with a reported 114.86% increase in pharmaceutical manufacturing revenue in the first half of 2025 [20][21] - ZhongPeptide Biochemical Co., Ltd. specializes in contract research, development, and production of peptides and small nucleic acids, providing comprehensive services from early discovery to commercial production [21] Development Trends - The Chinese peptide industry is transitioning from traditional chemical synthesis to a deep integration of biotechnology and synthetic biology, enhancing production efficiency and reducing costs [22][24] - The application of peptides is rapidly expanding beyond pharmaceuticals into health, beauty, and functional food markets, with increasing consumer demand for personalized health solutions [23][24] - The industry is also moving towards green manufacturing and sustainable development, focusing on reducing environmental footprints and enhancing social responsibility [24]

Core Viewpoint - The stock of Hebang Biotechnology has shown a positive trend with a year-to-date increase of 10.62%, reflecting investor interest and market activity [1]. Group 1: Stock Performance - As of February 11, the stock price of Hebang Biotechnology reached 2.50 CNY per share, with a trading volume of 1.59 billion CNY and a market capitalization of 22.079 billion CNY [1]. - The stock has experienced a 0.81% increase over the last five trading days, a 14.68% increase over the last 20 days, and a 2.46% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of 59.5468 million CNY on January 28, accounting for 14.52% of total trading volume [1]. Group 2: Company Overview - Hebang Biotechnology, established on August 1, 2002, and listed on July 31, 2012, is located in Leshan, Sichuan Province, and specializes in the manufacturing of pesticides, fine chemicals, and various glass products [2]. - The company's revenue composition includes 85.89% from chemical products, 17.61% from photovoltaic glass and other products, 6.74% from mineral products, and 5.02% from other businesses [2]. - The company operates within the basic chemical industry, specifically in the agricultural chemical sector, and is involved in concepts such as chemical raw materials and phosphate chemicals [2]. Group 3: Financial Performance - For the period from January to September 2025, Hebang Biotechnology reported a revenue of 5.927 billion CNY, a decrease of 13.02% year-on-year, and a net profit attributable to shareholders of 93.1085 million CNY, down 57.93% year-on-year [2]. - The company has distributed a total of 1.205 billion CNY in dividends since its A-share listing, with 553 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders for Hebang Biotechnology was 196,500, a decrease of 1.99% from the previous period, with an average of 44,939 shares held per shareholder, an increase of 2.03% [2]. - Notable institutional shareholders include Penghua CSI Sub-Sector Chemical Industry Theme ETF and Southern CSI 500 ETF, with significant holdings and changes in share quantities [3].

Group 1 - The core viewpoint of the article highlights the positive outlook for the Chinese chemical industry, which is expected to enter a new upward cycle from 2026 to 2028 according to UBS Group's latest research report [1] - The domestic chemical industry is experiencing a continuous push against internal competition policies, including tightening new project approvals and optimizing standards for eliminating outdated capacity, which will enhance supply-side optimization [1] - The China Chemical Industry Index, which includes major sectors like oil and coal chemicals, shows a significant focus on sub-industries with clear supply-demand improvements, making it sensitive to price increase expectations [1] Group 2 - The chemical sector ETF, E Fund (516570), has seen continuous inflows, accumulating over 1.4 billion yuan in net inflows over 16 consecutive trading days, indicating strong investor interest [1] - The report indicates that capital expenditure in the industry is expected to decline by 8% year-on-year in 2025, signaling an end to the phase of disorderly capacity expansion and an increase in corporate self-discipline [1] - The index composition emphasizes sectors that are likely to benefit from supply-side optimization, with basic chemicals accounting for approximately 60% and oil and petrochemicals for about 30% of the index [1]

Group 1 - The chemical sector experienced a significant rally on February 9, with the Chemical ETF (516020) opening high and maintaining a positive trend, reaching a maximum intraday increase of 1.79% and closing up by 1.05% [1][6] - Key stocks in the sector included Zhejiang Longsheng, which surged over 8%, and other companies like Lianhong Xinke and Cangge Mining, both rising over 3% [1][6] - The recent supply dynamics in the basic chemical industry have improved, with high-energy-consuming capacities being phased out under policy guidance, leading to increased industry concentration and lower inventory levels among leading manufacturers [8] Group 2 - Demand for traditional products such as soda ash and PVC is recovering due to a rebound in real estate completions, while emerging sectors like new energy vehicles and photovoltaic installations are driving demand for lithium battery materials and EVA resins [8] - The Producer Price Index (PPI) decline in the basic chemical industry has narrowed, indicating a stabilization in the chemical raw materials and chemical products manufacturing sectors [8] - The chemical ETF (516020) tracks the CSI sub-sector chemical industry theme index, covering popular themes such as AI computing power, anti-involution, robotics, and new energy [8]

Core Viewpoint - The company, Hebang Biology, clarified that the funds raised from convertible bonds will be specifically used for the construction of the Gu'an project, while bank loans taken by its subsidiary are part of regular financing based on its operational cycle, indicating no liquidity issues [2] Group 1 - The company stated that the use of funds from convertible bonds is designated for the Gu'an project construction [2] - The bank loans by the subsidiary are described as routine financing actions based on its operational cycle [2] - The company emphasized that both financing methods serve to optimize its financial structure and do not indicate any liquidity tightness [2] Group 2 - The current financial status of the company is reported to be stable, with liquidity at a reasonable level [2]

证券日报网讯2月6日，和邦生物（603077）在互动平台回答投资者提问时表示，股票价格波动受多种因 素影响，包括市场情绪、宏观经济、行业趋势等，公司也无法对股价的波动做出评价或预测。 ...