Core Viewpoint - Company Blue Biological (603739.SH) has received approval from the Ministry of Agriculture and Rural Affairs for its new veterinary drug "Mirtazapine Ointment," classified as a Category V new veterinary drug, addressing significant clinical signs in cats such as decreased appetite and weight loss [1] Group 1 - The Ministry of Agriculture and Rural Affairs has issued a new veterinary drug registration certificate for "Mirtazapine Ointment," developed by the company and its subsidiaries [1] - The product aims to meet clinical needs in the pet market, particularly for cats, by addressing potential health issues like malnutrition and organ dysfunction due to decreased appetite [1] - The ointment is characterized by controllable quality, safety, effectiveness, ease of administration, and high compliance [1] Group 2 - Currently, the company has not been able to find any similar products in circulation or their market share through public channels [1]

Core Viewpoint - The company has received approval from the Ministry of Agriculture and Rural Affairs for its new veterinary drug, "Mirtazapine Ointment," which addresses significant clinical signs in cats such as decreased appetite and weight loss, potentially leading to severe health issues if untreated [1] Group 1: Product Development - The company, along with its subsidiaries, has successfully developed a new veterinary drug classified as a Category V new veterinary drug, which has been officially registered [1] - The new product, Mirtazapine Ointment, is designed to meet clinical needs in the pet market, particularly for cats experiencing appetite loss [1] Group 2: Product Characteristics - The Mirtazapine Ointment is characterized by controllable quality, safety and effectiveness, ease of administration, and high compliance [1] Group 3: Market Context - Currently, the company has not been able to find any information regarding the sales status and market share of similar products in circulation through public channels [1]

格隆汇8月12日丨蔚蓝生物(603739.SH)公布，根据《兽药管理条例》和《兽药注册办法》等的相关规 定，经农业农村部审查，批准青岛蔚蓝生物股份有限公司及全资子公司青岛蔚蓝至宠生物科技有限公 司、青岛康地恩动物药业有限公司与其他单位联合申报的"米氮平软膏"为五类新兽药，并于近日核发了 《新兽药注册证书》。 ...

Core Viewpoint - The company announced the approval of "Mirtazapine Ointment" as a new veterinary drug, which is expected to create a new growth point for its business [1] Group 1: Product Development - The product "Mirtazapine Ointment" is classified as a Category V new veterinary drug [1] - The ointment is primarily used for controlling weight loss in cats [1] - The research and development of this product involved collaboration with multiple units and a total investment of 1.8622 million yuan [1] Group 2: Business Impact - The acquisition of the new veterinary drug registration certificate is anticipated to contribute positively to the company's performance [1]

Core Insights - The animal vaccine sector saw a rise of 1.41%, ranking 8th among concept sectors, with 15 stocks increasing in value, led by Shenlian Bio, Kanghua Bio, and Tiankang Bio, which rose by 9.71%, 8.60%, and 2.02% respectively [1][2] - The sector experienced a net outflow of 6.53 million yuan in capital, with seven stocks receiving net inflows, primarily led by Guoyao Modern, which saw a net inflow of 29.79 million yuan [2][3] - The top three stocks by net inflow ratio were Guoyao Modern at 17.35%, Kexing Pharmaceutical at 9.18%, and Luoniushan at 9.02% [3] Stock Performance - Guoyao Modern had a daily increase of 1.35% with a turnover rate of 1.14% and a net capital flow of 29.79 million yuan [3] - Kexing Pharmaceutical increased by 0.54% with a turnover rate of 2.79% and a net capital flow of 24.08 million yuan [3] - Luoniushan rose by 1.11% with a turnover rate of 2.44% and a net capital flow of 16.07 million yuan [3] Declining Stocks - Xianfeng Holdings, Biotech Shares, and Yongshun Bio were among the stocks with the largest declines, falling by 3.05%, 1.04%, and 0.60% respectively [1][4] - Other notable declines included Tian Kang Bio at 2.02% and Ruipu Bio at 0.56% [4]

证券代码：603739 证券简称：蔚蓝生物 公告编号：2025-033 青岛蔚蓝生物股份有限公司 关于为全资子公司提供担保的进展公告 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： 单位：万元 | 担保人 | 被担保人 | 本次担保 | 担保余额 | 担保余额占公司 2024 年 | | --- | --- | --- | --- | --- | | | | 金额 | （含本次） | 经审计净资产的比例 | | 青岛蔚蓝生物股份有限 | 青岛蔚蓝生物集团有限 | 10,000.00 | 24,597.15 | 14.15% | | 公司 | 公司 | | | | 一、 担保情况概述 （一）担保基本情况 2025 年 8 月 5 日，青岛蔚蓝生物股份有限公司（以下简称"公司"）与北京 银行股份有限公司青岛分行签署了《最高额保证合同》，为公司全资子公司蔚蓝 生物集团在该行开展的授信业务提供连带责任保证担保，担保总额为人民币 10,000.00 万元。 截至本公告日，公司对资产负债率为 70%以下的控股子公司的可用担 ...

Core Viewpoint - The A-share market has seen a strong performance in the biopharmaceutical sector, particularly in vaccine stocks, driven by the release of the 2025 treatment plan for Chikungunya virus, highlighting the lack of available vaccines in China [1][2] Group 1: Market Performance - Shenyuan Biological (申联生物) rose by over 10%, with a year-to-date increase of 42.60% and a market capitalization of 3.203 billion [2] - Global Printing (环球印务) increased by 9.96%, with a market cap of 3.252 billion and a year-to-date rise of 34.04% [2] - Guanhao Biological (冠昊生物) saw a 7.70% increase, with a market cap of 4.969 billion and a year-to-date increase of 55.65% [2] - Sealy Medical (塞力医疗) rose by 5.60%, with a market cap of 6.055 billion and an impressive year-to-date increase of 339.06% [2] - Other notable performers include Kanglao Weishi (康乐卫士) up 4.98%, Jinhai Biological (金河生物) up 4.62%, and Weilan Biological (蔚蓝生物) up 4.41% [1][2] Group 2: Regulatory and Health Measures - The 2025 Chikungunya virus treatment plan emphasizes preventive measures such as eliminating mosquito breeding sites and using repellents [1] - Travelers to Chikungunya endemic areas are advised to enhance their preventive awareness to avoid infection [1] - Currently, there is no available vaccine for the Chikungunya virus in China, indicating a potential market opportunity for vaccine development [1]

Core Viewpoint - The A-share market has seen a strong performance in the biopharmaceutical sector, particularly in vaccine stocks, driven by the release of the 2025 treatment plan for Chikungunya virus, which has heightened awareness and demand for related medical solutions [1][2]. Group 1: Stock Performance - Shenyuan Biological (申联生物) rose by 10.33%, with a market capitalization of 3.203 billion [2] - Global Printing (环球印务) increased by 9.96%, with a market capitalization of 3.252 billion [2] - Guanhao Biological (冠昊生物) saw a rise of 7.70%, with a market capitalization of 4.969 billion [2] - Seer Medical (塞力医疗) grew by 5.60%, with a market capitalization of 6.055 billion [2] - Kanglao Guardian (康乐卫士) increased by 4.98%, with a market capitalization of 4.793 billion [2] - Jinhai Biological (金河生物) rose by 4.62%, with a market capitalization of 5.594 billion [2] - Weilan Biological (蔚蓝生物) increased by 4.41%, with a market capitalization of 3.831 billion [2] - Yongshun Biological (永顺生物) rose by 3.94%, with a market capitalization of 2.742 billion [2] - Dezhan Health (德展健康) increased by 3.51%, with a market capitalization of 10.5 billion [2] - Junzheng Group (君正集团) rose by 3.37%, with a market capitalization of 46.6 billion [2] - Kanghua Biological (康华生物) increased by 3.19%, with a market capitalization of 10.4 billion [2] Group 2: Market Context - The 2025 version of the Chikungunya virus treatment plan emphasizes preventive measures such as eliminating mosquito breeding grounds and using repellents [1] - There is currently no available vaccine for the Chikungunya virus in China, which may drive demand for vaccine development [1] - Free nucleic acid screening for Chikungunya virus is being conducted in Lecong Town, Shunde District, targeting close contacts of confirmed cases [1]

Investment Overview - On October 12, 2023, the company approved the establishment of a joint venture with Evonik (China) Investment Co., Ltd. to form "Evonik Blue Biological Technology (Shandong) Co., Ltd." in Huimin County, Shandong Province [2] - The registered capital of the joint venture is RMB 37.5 million, with the company contributing RMB 16.875 million (45%) and Evonik contributing RMB 20.625 million (55%) [2] Termination of Investment - The joint venture and its Qingdao branch will be dissolved and liquidated as per the reconciliation agreement signed on July 31, 2025, due to operational considerations and future business planning [4][5] - The board of directors approved the termination of the investment with a unanimous vote of 5 in favor [5] Reconciliation Agreement Details - The agreement includes the dissolution and liquidation of the joint venture and its Qingdao branch, with both parties agreeing to return relevant patents, technologies, trademarks, and strains to the company [6][8] - A new processing agreement will be signed for continued cooperation in the GHS product field, allowing both parties to independently conduct related business under applicable antitrust laws starting August 1, 2025 [9] Impact on the Company - The dissolution and liquidation of the joint venture are not expected to have a significant adverse impact on the company's operations or financial status [12] - The new agreement framework is anticipated to maintain cooperation in the GHS product area without major disruptions to existing business activities [12]

Investment Overview - The company announced the establishment of a joint venture named "Evonik Blue Biotechnology (Shandong) Co., Ltd." with Evonik (China) Investment Co., Ltd. in October 2023, where its wholly-owned subsidiary, Shandong Blue Biotechnology Co., Ltd., will exclusively produce GHS products for the joint venture through OEM processing [1][2] - The registered capital of the joint venture is RMB 37.5 million, with Shandong Blue contributing RMB 16.875 million [1] Termination of Investment - The joint venture and its Qingdao branch will be dissolved and liquidated as per the reconciliation agreement signed on July 31, 2025, due to the actual operating conditions and future business plans of both parties [2][3] - The board of directors approved the termination of the investment with a unanimous vote of 5 in favor, with no opposition or abstentions [2] Reconciliation Agreement - The reconciliation agreement includes the termination of the previous shareholder and OEM agreements, and the establishment of a liquidation team to handle the dissolution and liquidation processes [3] - The joint venture will return all intellectual property rights related to Shandong Blue, and a new OEM agreement will be signed for GHS product production [3][4] Impact on Company - The dissolution and liquidation of the joint venture are not expected to have a significant adverse impact on the company's operations or financial status, and it will not harm the interests of the company and its shareholders [5] - The new OEM agreement will allow continued cooperation in the GHS product sector without major disruptions to existing business operations [5]