中国基金报记者 卢鸰 7 月 4 日晚， 塞力医疗 公告称，其持有华纪元生物 15.61% 股份，该公司的治疗性降压疫 苗项目已完成概念验证阶段研究和临床前研究，并于 2025 年 6 月 6 日获得国家药监局的新 药临床试验申请受理。 2025 年一季度末，摩根士丹利等四家 QFII 新进塞力医疗前十大流通股股东，持股总计约 491.34 万股。 近期，塞力医疗已连续 4 个交易日涨停。截至 7 月 4 日收盘，塞力医疗股价报 21.08 元 / 股，最新市值为 40.3 亿元。 华纪元生物 降压疫苗 新药临床试验申请获受理 【导读】塞力医疗发布股票异常波动公告，参股公司降压疫苗新药临床试验获受理 针对此次股票交易异常波动情况，塞力医疗 7 月 4 日晚公告称，经自查，目前公司生产经营 活动一切正常，市场环境、行业政策没有发生重大调整，内部生产经营秩序正常。控股股东 四家 QFII 一季度末总计持有 491 万股 财报显示， 塞力医疗 2024 年归母净利润为 -2.09 亿元，同比下降 31.95% ； 2025 年一 季度归母净利润为 -1432.09 万元，同比下降 553.66% 。 据塞力医疗 2 ...

Group 1 - The core viewpoint of the article highlights the recent surge in the stock price of Sairui Medical, which has experienced a consecutive four-day limit-up, attributed to increased market attention on innovative drug businesses [1] - Sairui Medical has invested in Huajiyuan Biotechnology, holding a 15.61% stake with an investment amount of 10.66 million yuan. The revenue for Huajiyuan Biotechnology in 2024 is projected to be 2.68 million yuan, with a net loss of 2.38 million yuan [1] - The therapeutic antihypertensive vaccine project HJY-ATRQβ-001 has completed concept verification and preclinical research, with the clinical trial application accepted by the National Medical Products Administration on June 6, 2025. However, the project still requires Phase I and Phase II clinical trials, with significant uncertainty regarding the success of these trials [1][2] Group 2 - The therapeutic antihypertensive vaccine is categorized as a global innovative therapy, addressing the large and growing demand for hypertension treatment. If successful, it will provide a new option for hypertension management [2] - The article emphasizes the long development cycle and uncertainty associated with new drug research and development, urging investors to recognize the risk characteristics of innovative drug development and to approach investment opportunities with caution [2]

Core Viewpoint - The in vitro diagnostics sector experienced a slight increase of 0.24% on July 4, with a net outflow of funds amounting to 42.33 million [1] Group 1: Market Performance - A total of 18 stocks in the sector saw gains, while 49 stocks declined [1] - The top decliners included Dongfang Ocean (-6.51%), Xilong Scientific (-3.81%), and Nearshore Protein (-2.54%) [1][1] Group 2: Stock Performance - Notable gainers included: - Hotgen Biotech with a price of 194.81 and an increase of 20.08%, attracting a net fund inflow of 2.125 million [1] - Saily Medical at 21.08, up 10.02%, with a net inflow of 1.758 million [1] - Zhongyuan Union at 25.87, rising 9.99%, with a net inflow of 1.38 billion [1] - Decliners included: - Botao Biotech at 37.34, down 3.38%, with a net outflow of 1.087 million [1] - Maike Biotech at 7.99, down 2.44%, with a net inflow of 176.92 thousand [1]

| 证券代码：603716 | 证券简称：塞力医疗 | 公告编号：2025-060 | | --- | --- | --- | | 债券代码：113601 | 债券简称：塞力转债 | | 塞力斯医疗科技集团股份有限公司 股票交易异常波动公告 二、公司关注并核实的相关情况 针对本次股票交易异常波动情况，公司对有关事项进行核实，现将核实情况 说明如下： 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： 塞力斯医疗科技集团股份有限公司（以下简称"公司"）股票连续3个交 易日内日收盘价格涨幅偏离值累计超过20%，根据《上海证券交易所交易规则》 的有关规定，属于股票交易异常波动情形。 经公司自查，并向控股股东赛海（上海）健康科技有限公司（以下简称 "赛海科技"）及实际控制人温伟先生发函核实，截至本公告披露日，控股股东 及实际控制人不存在应披露而未披露的重大信息，包括但不限于重大资产重组、 股份发行、重大交易类事项、业务重组、股份回购、破产重整、重大业务合作、 引进战略投资者等重大事项。 风险提示详见本公告"三、相关风险提示 ...

Core Viewpoint - The recent market interest in innovative drug business has led to significant attention on the therapeutic hypertension vaccine project by the company's affiliate, Huajiyuan Biotech, which still faces major uncertainties regarding trial success [1] Group 1: Company Overview - The company holds a 15.61% stake in Huajiyuan Biotech, which was invested in January 2020 for an amount of 10.666 million yuan [1] - Huajiyuan Biotech reported an expected revenue of 26,800 yuan for 2024, with a net loss of 2.3823 million yuan [1] Group 2: Project Status - The therapeutic hypertension vaccine project HJY-ATRQβ-001 has completed the proof of concept (POC) and preclinical studies [1] - The project received acceptance for a new drug clinical trial application (IND) from the National Medical Products Administration (NMPA) on June 6, 2025, but still requires successful completion of Phase I and Phase II clinical trials [1] - There remains significant uncertainty regarding the success of these trials [1]

Market Overview - The A-share market showed mixed performance on July 4, with the Shanghai Composite Index rising slightly by 0.05% to 3462.99, while the Shenzhen Component and ChiNext Index fell by 0.35% and 0.31% respectively [2][3] - The total trading volume reached 1.77 billion hands, with a turnover of 190.16 billion [4] Sector Performance - The steel sector saw a collective rise, with notable stocks like Liugang and Linggang hitting the daily limit up [10][11] - The banking sector also experienced gains, with several banks, including Zheshang Bank and Shanghai Bank, reaching new highs [16][17] - The pharmaceutical sector remained strong, with stocks like Hotgen and Guangsheng rising over 10% [12][13] Notable Stocks - Hangzhou Garden surged to the daily limit within two minutes of opening, while Nanling Technology also hit the limit up [20][22] - In the steel sector, Liugang shares increased by 10.02%, and Linggang shares rose by 10.16% [11] - In the pharmaceutical sector, Hotgen's stock price increased by 14.57%, and Guangsheng's by 10.75% [13] Industry Insights - The Ministry of Industry and Information Technology emphasized the need for orderly competition in the photovoltaic industry, aiming to improve product quality and phase out outdated capacity [8] - A report indicated that the photovoltaic industry may face weakening demand in the second half of the year, prompting leading companies to reduce production to improve supply-demand dynamics [9]

Group 1 - The innovative drug sector is experiencing a strong opening, with Selin Medical (603716) achieving a four-day consecutive rise [1] - Tainkang (301263) and Zhongyuan Qihua (600645) opened high with a 6% increase [1] - Other companies such as Guangshengtang (300436), Weiming Pharmaceutical (002581), and Changchun High-tech (000661) also saw significant opening gains [1] Group 2 - Dark pool funds are flowing into these stocks, indicating increased investor interest [2]

Core Viewpoint - The announcement highlights the abnormal trading fluctuations of the convertible bond "塞力转债," which experienced a cumulative price increase of over 30% over three consecutive trading days, prompting a disclosure to investors regarding potential valuation risks [2][8]. Group 1: Convertible Bond Trading Situation - "塞力转债" recorded a closing price of 175.078 yuan per bond as of July 3, 2025, representing a premium of 75.08% over the face value and a conversion premium rate of 9.65% [2][8]. - The bond experienced a cumulative price increase of over 30% from July 1 to July 3, 2025, qualifying as an abnormal trading situation under the Shanghai Stock Exchange regulations [2][8]. Group 2: Company Operations and Major Events - The company confirmed that its production and operational activities are normal, with no significant changes in market conditions or industry policies that could affect the bond's trading price [9]. - There are no undisclosed major events related to asset restructuring, share issuance, or significant transactions that could impact the company's stock or bond prices [10]. Group 3: Share Pledge and Control - The controlling shareholder,赛海科技, holds 21,642,540 shares, representing 11.33% of the total share capital, and has recently unpledged 6,700,000 shares while pledging 6,000,000 shares, resulting in a total of 15,100,000 shares pledged [19][20]. - The actual controller, 温伟, holds 9,634,208 shares, representing 5.04% of the total share capital, and has similarly unpledged 3,850,000 shares while pledging 3,000,000 shares, leading to a total of 8,300,000 shares pledged [20].

Group 1 - The brain-computer interface (BCI) sector has seen significant advancements since 2025, with related stocks experiencing substantial increases, such as Saily Medical up 165.37% and Innovative Medical up 92.46% as of July 3 [1] - The A-share BCI sector has an overall increase of 49.1% this year, indicating a strong market sentiment towards this industry [1] - Policy support has been a driving force, with cities like Beijing and Shanghai launching five-year action plans for BCI development, aiming to cultivate innovative enterprises and achieve clinical application of BCI products by 2030 [1][2] Group 2 - The establishment of China's first BCI industrial cluster in Shanghai marks a significant step in the domestic BCI landscape, with the new facility expected to be operational within the year [2] - The stock market has reacted positively, with multiple BCI-related stocks experiencing consecutive gains, such as Saily Medical and Jihua Group achieving three consecutive trading limits [2] - The BCI theme index in A-shares has risen by 4.96% over the past month, reflecting ongoing investor interest [2] Group 3 - Companies are increasingly engaging with investors regarding BCI developments, with Chengyitong announcing a dual-track strategy in invasive and non-invasive BCI technologies [3] - Chengyitong plans to release three prototypes of neuro-rehabilitation devices integrating BCI technology by July 2024 [3] - Other companies, such as Chengdu Huamei and Pulite, are also exploring BCI applications, focusing on signal processing hardware and high-performance materials, respectively [3]

Core Viewpoint - The announcement details the pledge and unpledge of shares by the controlling shareholder and actual controller of Saily Medical Technology Group Co., Ltd, indicating a significant portion of their holdings are pledged, which may impact investor perception and company liquidity [1][2][3]. Summary by Sections 1. Share Pledge and Unpledge Overview - The controlling shareholder, Saihai (Shanghai) Health Technology Co., Ltd, holds 21,642,540 shares, representing 11.33% of the total share capital. Recently, 6,700,000 shares were unpledged, followed by the pledge of 6,000,000 shares, resulting in a total of 15,100,000 shares pledged, which is 69.77% of their holdings and 7.91% of the total share capital [1][2]. - The actual controller, Mr. Wen Wei, holds 9,634,208 shares, or 5.04% of the total share capital. He unpledged 3,850,000 shares and then pledged 3,000,000 shares, leading to a total of 8,300,000 shares pledged, which is 86.15% of his holdings and 4.35% of the total share capital [2][3]. 2. Detailed Pledge and Unpledge Data - Saihai Technology unpledged 6,700,000 shares, accounting for 30.96% of their holdings and 3.51% of the total share capital, with the unpledge occurring on July 1 and July 2, 2025. After the transaction, they have 15,100,000 shares pledged [3][4]. - Mr. Wen Wei unpledged 3,850,000 shares, which is 39.96% of his holdings and 2.02% of the total share capital, with the unpledge occurring on July 1, 2025. He now has 8,300,000 shares pledged [2][3]. 3. Cumulative Pledge Situation - As of the announcement date, the total pledged shares by both Saihai Technology and Mr. Wen Wei amount to 23,400,000 shares, which is 74.82% of their combined holdings and 12.25% of the total share capital [4][5]. - The cumulative pledge situation indicates that Saihai Technology has 15,100,000 shares pledged, while Mr. Wen Wei has 8,300,000 shares pledged, reflecting a significant portion of their total holdings [4][5]. 4. Future Pledge Obligations - The future pledge obligations for Saihai Technology and Mr. Wen Wei amount to 9,000,000 shares, which is 28.78% of their holdings and a corresponding 3.72% of the total share capital, with a financing balance of 20.11 million yuan [5][6].