万泰生物首次发行费用为6365.19万元，其中，国金证券获得承销及保荐费用4346.00万元。 2021年，万泰生物10送4股派2.50元(含税)，2022年公司10送2股转2.5股派2元(含税)，2023年10转4股派10元(含税)。 万泰生物于2020年7月7日披露的非公开发行A股股票发行情况报告书显示，公司此次非公开发行股票的数量为25,862,705股，发行 价格为135.33元/股，实际募集资金总额为3,499,999,867.65元，减除相关发行费用39,844,153.48元，募集资金净额为 3,460,155,714.17元。 | | | | | 分红 | | | | --- | --- | --- | --- | --- | --- | --- | | 公告日期 | | 分红方案(每10股) | | 进度 | 除权除息日 | 股权登记日 | | | 送股(股) | 转增(股) 派息(税前)(元) | | | | | | 2024-05-28 | 0 | 0 | 3.2 | 实施 | 2024-06-03 | 2024-05-31 | | 2023-05-30 | 0 | র্ব | 10 | ...

Core Viewpoint - The company reported a significant decline in revenue and net profit for 2024, with revenue decreasing by 59.25% to 2.245 billion yuan and net profit dropping by 91.49% to 106 million yuan [1]. Industry Analysis - The vaccine sector experienced a substantial revenue decline of 84.69%, totaling 606 million yuan, while the in vitro diagnostics (IVD) business saw a revenue increase of 4.91%, reaching 1.609 billion yuan [2]. - In the IVD sector, the company has completed the layout of high, medium, and low throughput instruments, including three fully automated chemiluminescence immunoassay analyzers and 115 corresponding reagents, addressing various clinical testing needs [2]. - The company is advancing a high-throughput fully automated biochemical analyzer, WanBC2800, to enhance its product line and meet diverse user demands [2]. - A new nucleic acid detection product based on microfluidic technology is under development, promising rapid testing processes and improved efficiency [2]. - The IVD segment achieved nearly double-digit growth despite policy impacts, with notable increases in reagent consumables such as chemiluminescence reagents (up 19%) and tuberculosis detection reagents (up 50%) [3]. Product Development - The company is focusing on vaccine development, particularly the nine-valent HPV vaccine, which is progressing well through clinical trials and is on track for commercialization [5][6]. - The company is also advancing several other vaccine candidates, including a 20-valent pneumonia conjugate vaccine and a recombinant herpes zoster vaccine, with various stages of clinical trials and regulatory submissions ongoing [6]. International Market Expansion - The company is actively promoting its bivalent HPV vaccine, Cecolin®, for inclusion in national immunization programs across multiple countries, including Thailand and Nicaragua [8]. - New markets have been added, with countries like Angola, Tunisia, Burundi, and Pakistan incorporating the vaccine into their immunization plans, and several procurement orders have been secured [8].

Policy Developments - The National Healthcare Security Administration has established data working groups across all regions, with the aim of enhancing data governance and transparency in healthcare funding [2] Drug and Device Approvals - Jiangsu Tianshili submitted a listing application for the new drug PXT3003, intended for the treatment of Charcot-Marie-Tooth disease type 1A [4] Capital Markets - Ruijian Pharmaceutical completed nearly 100 million RMB in B+ round financing, bringing total financing to over 200 million RMB in less than six months [6] - Weichan Medical announced the completion of several million RMB in angel round financing, aimed at accelerating product development and market entry [7] - Novartis plans to invest $23 billion in the U.S. over the next five years to enhance production capabilities and ensure the domestic supply of critical medications [8] Industry Events - Boya Bio disclosed plans to sell 80% of its subsidiary, Boya Xinha, to focus on its core blood products business, with an initial listing price of 213 million RMB [10] Financial Reports - Pumen Technology reported a revenue of 1.148 billion RMB for 2024, with a net profit of 345 million RMB, reflecting a 5.12% increase [12] - Huaxi Biotechnology's revenue for 2024 was 5.371 billion RMB, down 11.61%, with a net profit of 174 million RMB, down 70.59% [13] - Watson Bio reported a revenue of 2.821 billion RMB for 2024, down 31.41%, with a net profit of 142 million RMB, down 66.10% [14] - Innovation Medical reported a revenue of 816 million RMB for 2024, with a net loss of 93.95 million RMB [15] - People's Tongtai reported a revenue of 10.048 billion RMB for 2024, down 3.29%, with a net profit of 213 million RMB, down 27% [16] - Haizike reported a revenue of 3.721 billion RMB for 2024, with a net profit of 395 million RMB, up 34% [17] - Hainan Haiyao reported a revenue of approximately 999 million RMB for 2024, down 33%, with a net loss of 1.525 billion RMB [18] - Wantai Bio reported a revenue of approximately 2.245 billion RMB for 2024, down 59.25%, with a net profit of 106 million RMB, down 91.49% [19] Public Opinion Alerts - Xinghao Pharmaceutical announced the resignation of director Li Huiqu due to personal reasons, effective April 11, 2025 [21] - Zhaoyan New Drug acknowledged unusual fluctuations in its stock price, linked to a recent FDA plan that may impact the industry [23]

免疫诊断方向，已基本完成覆盖高中低通量的仪器布局，包括三款全自动化学发光免疫分析仪 （Caris200、Wan200+、Wan100）以及配套115项试剂，满足临床检验各种应用场景的核心需求，公司 国产自研的一款高速化学发光免疫分析仪Wan600开发已经进入行政审批阶段，将进一步提升检测效率 和准确性。生化诊断方向，公司推出一款高通量全自动生化分析仪WanBC2800。 西部矿业2024年净利润同比增长5% -- 重点要闻– 万泰生物2024年净利润1.06亿元 万泰生物(603392.SH)发布2024年年报，致力于为我国临床医疗体系提供优质、全面的体外诊断解决方 案。2024年营业收入为22.45亿元，相较上年同比减少-59.25%；归属于上市公司股东的净利润1.06亿 元，同比减少91.49%；归属于上市公司股东的扣除非经常性损益的净利润-1.86亿元，同比减少 117.29%。 | | | | 甲 W: 儿 | 1114: Acch | | --- | --- | --- | --- | --- | | 主要会计数据 | 2024年 | 2023年 | 本期比上年 同期增减 | 2022年 | | | ...

Group 1 - Wante Bio (603392.SH) released its 2024 annual report on April 12, 2025, indicating that as of April 11, 2025, 219 institutional investors disclosed holding A-shares of Wante Bio, totaling 778 million shares, which accounts for 61.50% of the total share capital [1] - The top ten institutional investors include companies such as Yangshengtang Co., Ltd., Hong Kong Central Clearing Limited, and various ETFs, with the top ten collectively holding 60.17% of the shares, a decrease of 0.29 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 22 funds increased their holdings compared to the previous period, with a total increase of 0.16%, including funds like Innovation Drug and Tianhong National Medicine ETF [2] - Conversely, 6 public funds reduced their holdings, with a total decrease of 0.11%, including funds such as Huatai-PB CSI 300 ETF and Morgan CSI Innovation Drug Industry ETF [2] - A total of 189 new public funds were disclosed this period, including major ETFs like E Fund CSI 300 Medicine ETF and Huaxia CSI 300 ETF [2]

Core Viewpoint - The company, Wantai Biological Pharmacy Enterprise Co., Ltd., reported a significant decline in revenue and net profit for the year 2024, leading to a decision not to distribute dividends, reflecting a focus on reinvestment for growth and development in the in vitro diagnostics and vaccine sectors [3][55][59]. Company Overview - The company operates in the "C" manufacturing industry, specifically in the "C27 pharmaceutical manufacturing" sector, which includes the production of biological pharmaceuticals, in vitro diagnostics, and vaccines [4]. Financial Performance - In 2024, the company achieved a revenue of 2,245.40 million yuan, a decrease of 59.25% compared to the previous year [17]. - The net profit attributable to the parent company was 106.24 million yuan, down 91.49% year-on-year [17]. - The company plans to retain earnings for future investments rather than distribute dividends, with a total distributable profit of 1,733.39 million yuan as of December 31, 2024 [55][59]. Industry Insights In Vitro Diagnostics (IVD) Sector - The global IVD market surpassed 100 billion USD, with significant growth in molecular diagnostics and point-of-care testing (POCT) [5]. - China's IVD industry is entering a golden development period, driven by policy support and technological advancements, with a focus on innovation and quality improvement [5][6]. - The industry faces challenges such as intensified competition and reliance on imported raw materials, but it is also responding positively to national policy directions [6][7]. Vaccine Sector - The vaccine industry has seen rapid advancements since 2020, with a diverse market structure emerging due to urbanization and an aging population [8]. - The global vaccine market reached 7 billion doses with an economic value of 77 billion USD as of 2023, although it saw a decrease of 47 billion USD from 2022, primarily due to reduced demand for COVID-19 vaccines [10]. - China's vaccine market presents substantial growth opportunities, with increasing public awareness and demand for vaccine quality and accessibility [8][10]. Product Development and Innovation - The company has diversified its product offerings across various platforms, including raw materials, quality control products, diagnostic equipment, and vaccines [11]. - Significant breakthroughs have been made in the development of antigens and antibodies, enhancing the company's competitive edge in the supply chain [12]. - The company is advancing several vaccine candidates, including a two-valent HPV vaccine and a unique hepatitis E vaccine, which have received international recognition [13][14]. Future Outlook - The company is focused on expanding its production capacity and developing new product lines, particularly in the areas of chemical luminescence and various vaccines [59]. - The strategic decision to retain earnings is aimed at supporting ongoing projects and enhancing the company's market position and resilience [59][60].

国金证券股份有限公司 关于北京万泰生物药业股份有限公司 2024 年度募集资金存放与使用情况的核查意见 国金证券股份有限公司（以下简称"国金证券"或"保荐机构"）作为北京 万泰生物药业股份有限公司（以下简称"万泰生物"或"公司"）非公开发行股 票的保荐机构，根据《上市公司监管指引第 2 号——上市公司募集资金管理和使 用的监管要求》等法律、法规的要求，对万泰生物 2024 年度募集资金存放与使 用情况进行了核查，具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会"证监许可[2022]1098 号"文核准，公司于 2022 年 6 月非公开发行 2,586.27 万股新股，每股发行价为 135.33 元，募集资金总额 为人民币 349,999.99 万元，扣除与发行有关的费用人民币 3,984.42 万元，实际募 集资金净额为人民币 346,015.57 万元。该募集资金已于 2022 年 6 月 30 日到账。 上述资金到账情况已经容诚会计师事务所"容诚验字[2022]518Z0069 号"《验资 报告》验证。公司对募集资金采取了专户存储管理。 2024 年度，公司募集资金使用情况为：直接投入募集 ...

『RsM | 容 诚 审计报告 北京万泰生物药业股份有限公司 容诚审字[2025]518Z0002 号 容诚会计师事务所 (特殊普通合伙) 中国 · 北京 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://www.blog.com.cn） 我行 ： 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://acc.mof.gov.cn） 我行 录 | 序号 | 内 容 | 页码 | | --- | --- | --- | | 1 | 审计报告 | 1 - 7 | | 2 | 合并资产负债表 | 8 | | 3 | 合并利润表 | 9 | | 4 | 合并现金流量表 | 10 | | 5 | 合并所有者权益变动表 | 11 - 12 | | 6 | 母公司资产负债表 | 13 | | 7 | 母公司利润表 | 14 | | 8 | 母公司现金流量表 | ા ર | | 9 | 母公司所有者权益变动表 | 16 - 17 | | 10 | 财务报表附注 | 18 - 145 | 审计报告 容诚审字[2025]518Z0002 号 北京万泰生物药业股份有限公司全体股东: 一、审计 ...

RSM 容诚 2024 年度营业收入扣除情况的 专项审核报告 北京万泰生物药业股份有限公司 容诚专字|2025|518Z0322 号 容诚会计师事务所(特殊普通合伙) 中国北京 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://ac.mof.gov.cn） 进行查询 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://ac.mof.gov.co） 进行直播码：京2MRX1YYGJ 容调 目 容诚专字[2025]518Z0322 号 北京万泰生物药业股份有限公司全体股东: 我们接受委托,按照中国注册会计师审计准则审计了北京万泰生物药业股份 有限公司(以下简称"万泰生物公司")2024年度财务报表,并于 2025年 4 月 11 日出具了容诚审字[2025]518Z0002 号的无保留意见审计报告。在此基础上我们审 核了后附的万泰生物公司管理层编制的《北京万泰生物药业股份有限公司 2024 年 度营业收入扣除情况表》（以下简称"营业收入扣除情况表"）。 | 序号 | 内 容 | 页码 | | --- | --- | --- | | | 营业收入扣除情况的专项审核报告 | ...

『RSM | 容 诚 内部控制审计报告 北京万泰生物药业股份有限公司 容诚审字[2025]518Z0015 号 容诚会计 直 容诚会计师事务所(特殊普通合伙) 中国 北京 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://ac.mof.gov.cn） 进行查测 （ 内部控制审计报告 容诚审字[2025]518Z0015 号 北京万泰生物药业股份有限公司全体股东: 一、企业对内部控制的责任 按照《企业内部控制基本规范》、《企业内部控制应用指引》、《企业内部控 制评价指引》的规定,建立健全和有效实施内部控制,并评价其有效性是万泰生物 公司董事会的责任。 二、注册会计师的责任 我们的责任是在实施审计工作的基础上,对财务报告内部控制的有效性发表 审计意见，并对注意到的非财务报告内部控制的重大缺陷进行披露。 三、内部控制的固有局限性 内部控制具有固有局限性,存在不能防止和发现错报的可能性。此外,由于情 况的变化可能导致内部控制变得不恰当,或对控制政策和程序遵循的程度降低,根 据内部控制审计结果推测未来内部控制的有效性具有一定风险。 四、财务报告内部控制审计意见 我们认为,万泰生物公司于 2024年 ...