活动通过实地观摩、专题授课和互动答疑相结合的形式，帮助企业识别出海知识产权保护关键问题，明 确应对策略与实施路径。在专题培训环节，两位知识产权领域专家曹莹洁、张瑞分别围绕"医疗器械企 业海外商标品牌战略构建与风险防控"和"医疗器械企业海外专利风险防控"主题，系统阐述了涉外知识 产权保护策略与方法。在现场答疑环节，专家就企业代表提出的海外商标专利布局、国际市场拓展、侵 权纠纷应对等问题，逐一作出细致解答，帮助企业拓宽思路、找准对策。不少参会人员表示，本次培训 内容紧密联系产业实际，兼具专业性与实用性，为企业完善知识产权保护管理体系、增强风险防范能力 提供了有效指导。 主动做好涉外知识产权保护，是南京市市场监管局(知识产权局)深化精准服务、支持重点产业高质量发 展的重要举措。下一步，该局将继续紧跟医疗器械产业发展趋势与企业需求，持续优化培训形式与内 容，为南京市医疗器械产业创新与国际化发展提供坚实支撑。 本报讯(孙勇)近日，南京市市场监管局(知识产权局)组织南京市医疗器械产业第二期知识产权保护实务 培训，提升全市医疗器械企业出海知识产权保护能力，筑牢产业开拓国际市场创新发展基础。南微医学 科技股份有限公司、基蛋生 ...

证券日报网讯1月22日，基蛋生物（603387）在互动平台回答投资者提问时表示，公司近年来持续布局 欧盟市场并开展相关业务。从业务占比来看，欧盟地区业务收入在公司整体营业收入中占比较小，但其 在公司海外营业收入中占据一定份额，是公司国际化布局的重要组成部分，未来发展潜力有待进一步挖 掘。目前，公司主要通过经销商网络拓展、客户实地考察及国际展会参与方式深化欧盟市场开发。未 来，公司将持续推进全球化发展战略，在稳固现有合作基础的前提下，积极探索更高效的市场开拓与业 务合作模式，推动海外业务高质量发展。 ...

Group 1 - Haitai Xinguang, based in Qingdao, specializes in the research, production, and sales of medical endoscope instruments and optical products, being a leading enterprise in the domestic medical endoscope optical field [1][30] - The company has established long-term collaborations with international medical giants such as Karl Storz and Olympus, and its high-definition optical imaging technology supports navigation equipment for neurosurgery [1][30] - By 2026, the market demand for its high-end optical components is expected to further release due to the recovery of the medical device sector and the advancement of brain-computer interface medical applications [1][30] Group 2 - Huqiang Technology, registered in Yichang, focuses on special protective equipment, pharmaceutical packaging, and medical devices, with a strong advantage in public health emergency material supply [2][31] - Its medical protective equipment is applicable in sterile operating environments for brain-computer interface implantation surgeries, enhancing product competitiveness in the medical device sector [2][31] Group 3 - Zhengde Medical, headquartered in Shaoxing, is a leading enterprise in the medical dressing industry, with a product matrix covering medical dressings, infection control, and rehabilitation care [3][32] - The company's surgical infection control products meet the sterile operation requirements for brain-computer interface implantation surgeries, and its rehabilitation products cater to post-operative patient management needs [3][32] - By 2026, the surgical infection control consumables business is expected to see market growth as brain-computer interface medical applications accelerate [3][32] Group 4 - Linuo Pharmaceutical Packaging, based in Jinan, specializes in the research, production, and sales of pharmaceutical packaging materials, including sterile medical device packaging suitable for brain-computer interface components [4][33] - The company is gradually expanding into the high-end medical device packaging market, seizing opportunities in the brain-computer interface industry [4][33] Group 5 - Rendu Biotech, located in Shanghai, focuses on RNA molecular diagnostic technology, with applications in infection detection post-brain-computer interface implantation surgeries [5][34] - The company’s post-operative infection detection reagents are expected to see new demand growth by 2026 as brain-computer interface clinical surgeries are promoted [5][34] Group 6 - Huangshan Capsule, based in Anhui, specializes in the research and production of pharmaceutical hollow capsules, gradually expanding into medical device auxiliary materials [6][36] - The company’s medical capsule carriers can adapt to the encapsulation needs of sustained-release bioelectrodes in brain-computer interface devices [6][36] Group 7 - ST Kelly, headquartered in Suzhou, focuses on medical device research and production, particularly in ultrasound equipment and rehabilitation devices [7][37] - The company’s ultrasound diagnostic equipment can be used for pre-operative brain tissue imaging assessments in brain-computer interface surgeries [7][37] Group 8 - Aotai Biotech, based in Hangzhou, specializes in rapid diagnostic reagents, with its rapid infection detection reagents applicable in brain-computer interface clinical settings [8][38] - The company is developing rapid detection products for post-operative neurological function assessment related to brain-computer interfaces [8][38] Group 9 - Dongfang Ocean, located in Yantai, focuses on marine biological medical materials, with collagen materials applicable as coatings for brain-computer interface electrodes [9][39] - The company is increasing its R&D investment in the medical device sector, particularly in the integration of biological medical materials with brain-computer interface devices by 2026 [9][39] Group 10 - Shuoshi Biotech, based in Taizhou, specializes in nucleic acid detection technology, with products applicable for precise diagnosis of post-operative brain infections in brain-computer interface surgeries [10][40] - The company is exploring detection technologies related to neurotransmitters in brain-computer interfaces, aiming for breakthroughs in neurological disease diagnostics [10][40] Group 11 - Guofa Co., located in Beihai, focuses on pharmaceutical manufacturing and medical device sales, with a distribution network covering Guangxi and surrounding areas [11][41] - The company plans to increase its agency layout for high-end medical devices related to brain-computer interfaces by 2026 [11][41] Group 12 - Nanwei Co., based in Nantong, specializes in medical dressings and hygiene products, with its adhesive dressings suitable for post-operative care in brain-computer interface surgeries [12][42] - The company is enhancing its R&D on functional medical dressings, launching products tailored for long-term post-operative care in brain-computer interfaces [12][42] Group 13 - Mingde Biotech, located in Wuhan, is a leading enterprise in the field of rapid diagnostic reagents, with products applicable for monitoring vital signs during brain-computer interface surgeries [13][43] - The company is developing rapid assessment devices for post-operative neurological function related to brain-computer interfaces [13][43] Group 14 - Hualan Co., based in Wuxi, specializes in medical rubber products, with its rubber sealing components applicable in fluid control systems for brain-computer interface devices [14][44] - The company is collaborating with research institutions to develop rubber insulation components for brain-computer interface electrodes [14][44] Group 15 - Yuyue Medical, headquartered in Danyang, is a leading enterprise in home medical devices, with products applicable in brain-computer interface surgeries [15][45] - The company is increasing its R&D on medical-grade rehabilitation robots, aiming to integrate brain-computer interface technology with rehabilitation devices [15][45] Group 16 - Shengxiang Biotech, located in Changsha, focuses on nucleic acid detection technology, with products applicable for rapid diagnosis of central nervous system infections post-brain-computer interface surgeries [16][46] - The company is exploring gene detection technologies related to neurological genetic diseases, expanding the application boundaries of molecular diagnostics [16][46] Group 17 - Jiga Development, based in Jinan, focuses on high-end medical device incubation and industrialization, particularly in brain-computer interface-related medical device enterprises [17][47] - The company is responsible for industrial park construction and resource integration for brain-computer interface medical device companies [17][47] Group 18 - Anxu Biotech, located in Hangzhou, specializes in rapid diagnostic reagents, with products applicable for instant infection screening during brain-computer interface surgeries [18][48] - The company is developing rapid detection products for neurotransmitters related to brain-computer interfaces, aiming for breakthroughs in neurological function assessment [18][48] Group 19 - Wantai Biotech, based in Beijing, is a comprehensive enterprise in biopharmaceuticals and medical devices, with products applicable for biochemical index detection post-brain-computer interface surgeries [19][49] - The company is exploring biopharmaceutical development related to brain-computer interfaces, seeking new growth points in nerve repair [19][49] Group 20 - Jiuan Medical, located in Tianjin, focuses on home health devices, with products applicable for synchronized monitoring of brain signals and vital signs in brain-computer interface scenarios [20][50] - The company is increasing its R&D investment in brain-computer interface wearable devices, aiming to create an intelligent medical ecosystem [20][50] Group 21 - Jidan Biotech, based in Nanjing, specializes in POCT reagents and instruments, with products applicable for cardiovascular function assessment in brain-computer interface surgeries [21][51] - The company is developing rapid detection products for post-operative cerebrovascular diseases related to brain-computer interfaces [21][51] Group 22 - Wanfeng Biotech, located in Guangzhou, is a leading enterprise in the POCT field, with products applicable for instant infection screening during brain-computer interface surgeries [22][52] - The company is developing neurobiomarker detection reagents to assess post-operative neurological function recovery, providing comprehensive support for brain-computer interface surgeries [22][52] Group 23 - Haier Biotech, based in Qingdao, specializes in low-temperature storage devices for biological materials, with applications in brain-computer interface-related biological sample preservation [23][53] - The company is increasing its R&D on high-end medical storage devices tailored for brain-computer interface biological materials by 2026 [23][53] Group 24 - Haooubo, located in Suzhou, focuses on immune diagnostic reagents and instruments, with products applicable for immune function assessment in brain-computer interface surgeries [24][54] - The company is developing detection reagents for immune rejection post-brain-computer interface implantation, providing technical support for surgical complications [24][54] Group 25 - Shandong Pharmaceutical Glass, based in Zibo, is a leading enterprise in pharmaceutical glass, with products applicable for insulation packaging of brain-computer interface electrodes [25][55] - The company is expanding into the high-end medical device glass materials market, targeting the brain-computer interface industry [25][55] Group 26 - Innotech, located in Langfang, specializes in infectious disease diagnostic reagents, with products applicable for pre-operative lung infection screening in brain-computer interface surgeries [26][56] - The company is developing rapid detection products for post-operative lung infections related to brain-computer interfaces, aiming for breakthroughs in post-operative complication detection [26][56] Group 27 - Jianer Kang, based in Changzhou, focuses on medical dressings and rehabilitation care products, with its antibacterial medical dressings applicable for post-operative care in brain-computer interface surgeries [27][59] - The company is increasing its R&D on functional medical dressings, launching products tailored for long-term post-operative care in brain-computer interfaces [27][59]

12月26日，基蛋生物涨0.60%，成交额4845.67万元。两融数据显示，当日基蛋生物获融资买入额565.59 万元，融资偿还806.32万元，融资净买入-240.73万元。截至12月26日，基蛋生物融资融券余额合计2.00 亿元。 融资方面，基蛋生物当日融资买入565.59万元。当前融资余额1.99亿元，占流通市值的4.72%，融资余 额低于近一年30%分位水平，处于低位。 截至9月30日，基蛋生物股东户数2.52万，较上期减少4.22%；人均流通股20137股，较上期增加4.40%。 2025年1月-9月，基蛋生物实现营业收入7.58亿元，同比减少13.88%；归母净利润1.61亿元，同比减少 8.48%。 分红方面，基蛋生物A股上市后累计派现8.47亿元。近三年，累计派现3.91亿元。 机构持仓方面，截止2025年9月30日，基蛋生物十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1287.25万股，相比上期增加710.47万股。 责任编辑：小浪快报 融券方面，基蛋生物12月26日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量2.27万股，融券余 ...

Market Overview - A and H shares continued to be negatively impacted by the Federal Reserve's lower-than-expected interest rate cuts, with significant declines in sectors such as non-ferrous metals and chemicals [1] - The A-share market saw the Shanghai Composite Index down 3.90%, Shenzhen Component Index down 5.13%, and ChiNext Index down 6.15% [3] - Defensive sectors like banking, media, food and beverage, and defense showed relative resilience, while sectors like power equipment, basic chemicals, and steel experienced significant declines [1][3] Industry Dynamics - The pharmaceutical industry index fell 6.88%, with sub-sectors like chemical pharmaceuticals and bioproducts declining by 7.02% and 7.46% respectively [5] - Eli Lilly became the first global healthcare company to reach a market capitalization of $1 trillion, driven by its GLP-1 weight loss drug contributing 55% of its revenue [7] - Moderna announced the termination of three mRNA projects and secured a $15 billion loan, focusing future efforts on oncology and rare diseases [7] - Innovative drug companies like BeiGene and Innovent Biologics reported significant revenue growth, with BeiGene's global revenue reaching $1 billion, up 51% year-on-year [8] Technology Sector - The technology sector faced significant adjustments, with the Hang Seng Technology Index dropping 7.18% [10] - Nvidia reported Q3 revenue of $57 billion, exceeding expectations, with data center revenue of $51.2 billion, up 66% year-on-year [17] - Google launched the Gemini 3 model, achieving breakthroughs in multi-modal understanding and reasoning capabilities, surpassing competitors [12] - Alibaba's AI application "Qianwen" quickly rose to the fourth position in the App Store rankings, aiming to become a personal AI assistant [13] Investment Strategies - Investment strategies are focusing on technological transformation and de-globalization, with an emphasis on AI and innovative pharmaceuticals [3] - The market is expected to enter a bottoming phase after two weeks of significant adjustments, with a long-term view of a structural bull market [1][3] - The focus is on identifying undervalued technology players within the overseas supply chain [2]

Core Viewpoint - The company held an online performance briefing for Q3 2025, discussing its operational and financial status, product developments, and addressing investor inquiries [1] Group 1: Company Performance and Strategy - As of the end of Q3 2025, the company's products have entered 67 countries and regions, obtaining nearly 3,300 product import licenses, indicating strong overseas market expansion [2] - The company reported a 30% year-on-year increase in chemical luminescence reagent testing volume, reflecting growing market recognition and the effectiveness of its strategy to drive reagent consumption through instrument installations [2][3] - The company achieved overseas revenue of 0.51 billion yuan in Q3 2025, a year-on-year increase of 47.34% and a quarter-on-quarter increase of 23.78% [2][4] Group 2: Product Development and Market Trends - The Metis7000 fully automated biochemical immunoassay line is designed for large hospitals, while the Metis6000 targets smaller laboratories, showcasing a complementary product matrix [3] - The company’s molecular POCT products are well-positioned to meet the rising demand for respiratory disease testing during the flu season, with significant product launches planned [2][4] - The company maintains a positive outlook on the future of its POCT product line, driven by policy support, technological advancements, and international market expansion [4] Group 3: Financial Management - The company successfully optimized its expenses, with total sales, management, and R&D expenses amounting to 368 million yuan, a decrease of 11.47% year-on-year [4] - The company is focused on enhancing resource allocation efficiency while ensuring stable business growth and necessary R&D investments [4]

Core Insights - The company held an online performance briefing on November 21, 2025, discussing its Q3 2025 operational and financial status, as well as product developments [1] Group 1: Business Performance - As of the end of Q3 2025, the company's products have entered 67 countries and regions, with nearly 3,300 product import licenses obtained, laying a solid foundation for overseas market expansion [1] - In Q3 2025, the company achieved overseas regular product revenue of 51 million yuan, a year-on-year increase of 47.34% and a quarter-on-quarter increase of 23.78% [1] - For the first three quarters of 2025, the company reported overseas self-produced regular product revenue of 124 million yuan, a year-on-year increase of 46.21%, with the POCT product line contributing 99 million yuan, up 41.61% year-on-year [1][2] Group 2: Growth Drivers - The growth in overseas business, particularly in the POCT product line, is attributed to the company's focus on international markets, optimizing the management structure of the international trade department, and enhancing product recognition [2] - The company has obtained 109 registration projects for chemiluminescence, covering key disease areas such as cardiovascular, inflammation, infectious diseases, tumor markers, thyroid function, glucose metabolism, and sex hormones [2] - The detection volume of chemiluminescence reagents increased by over 30% year-on-year, indicating a sustained improvement in market recognition and the effectiveness of the strategy to drive reagent consumption through instrument installations [2] Group 3: Future Outlook - The company plans to continue investing in R&D, focusing on instrument iteration, expanding the testing menu, and upgrading core raw material development to enhance product competitiveness and accelerate the import substitution process [3] - For the first three quarters of 2025, the company's combined sales, management, and R&D expenses totaled 36.8 million yuan, a decrease of 11.47% year-on-year, reflecting effective cost control [3] - The company aims to deepen refined management, improve resource allocation efficiency, and implement precise resource deployment in marketing while achieving digital control of expenses through an intelligent expense management system [3]

证券代码：603387 证券简称：基蛋生物 公告编号：2025-048 基蛋生物科技股份有限公司 关于 2025 年第三季度业绩网上说明会 召开情况的公告 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。 基蛋生物科技股份有限公司（以下简称"公司"）于2025年11月21日 14:00-15:00在上证所信息网络有限公司上证路演中心平台（以下简称"上证路 演中心"）采用网络互动方式召开"基蛋生物2025年第三季度业绩说明会"。关 于本次业绩说明会的召开事项，公司已于2025年10月31日在《上海证券报》及上 海证券交易所网站上披露了《基蛋生物科技股份有限公司关于召开2025年第三季 度业绩网上说明会的公告》（公告编号：2025-047）。现将有关事项公告如下： 一、本次说明会召开情况 2025年11月21日，公司董事长苏恩本先生、公司财务总监倪文先生、公司董 事会秘书刘葱女士、公司独立董事万遂人先生、公司独立董事鞠熀先先生、公司 独立董事凌华女士出席了本次业绩说明会。公司就2025年三季度经营状况、财务 状况、产品等问题与投资者 ...

Core Viewpoint - The information disclosure evaluation results for listed companies in 2024 show a significant decline in ratings for several companies, including 基蛋生物, which dropped from A to C compared to 2022 [1][2]. Group 1: Company Overview - 基蛋生物科技股份有限公司 is located in Nanjing, Jiangsu Province, and was established on March 8, 2002, with its listing date on July 17, 2017 [3]. - The company specializes in the research, production, and sales of in vitro diagnostic products, with 87.08% of its revenue coming from self-developed products and 12.92% from collaborative projects [3][4]. Group 2: Industry Classification - 基蛋生物 belongs to the pharmaceutical and biological industry, specifically in the medical device sector focusing on in vitro diagnostics [4]. - The company is associated with several concept sectors, including anti-influenza, small-cap stocks, Helicobacter pylori concept, monkeypox concept, and margin financing [4]. Group 3: Management Information - The current company secretary is Liu Cong, who has been in the position since December 18, 2020, and holds a master's degree [4][5]. - Liu Cong has previous experience as a credit manager at China Postal Savings Bank and has held various positions in corporate governance, obtaining qualifications from both Shenzhen and Shanghai stock exchanges [5].

Core Insights - The core point of the article is the disclosure of institutional and public fund holdings in基蛋生物 (603387.SH) as of the third quarter of 2025, highlighting a slight decrease in institutional ownership compared to the previous quarter [1] Institutional Holdings - As of October 30, 2025, two institutional investors disclosed holdings in基蛋生物, totaling 29.75 million shares, which represents 5.87% of the company's total share capital [1] - The institutional ownership percentage decreased by 0.07 percentage points compared to the previous quarter [1] Public Fund Holdings - In this reporting period, 39 public funds were not disclosed compared to the previous quarter, including notable funds such as 汇添富沪深300指数增强A, 医疗器械ETF, and 易方达中证万得生物科技指数(LOF)A [1]