Group 1 - Youyou Food achieved a net profit of 108 million yuan in the first half of 2025, a year-on-year increase of 42.47%, with a revenue of 771 million yuan, up 45.59% [1] - Keda achieved a net profit of 255 million yuan, a year-on-year increase of 16.49%, with a revenue of 2.163 billion yuan, up 14.35% [1] - North Navigation turned a profit with a net profit of 116 million yuan, achieving a revenue of 1.703 billion yuan, a year-on-year increase of 481.19% [1][2] Group 2 - China Satellite Communication reported a net profit of 181 million yuan, a year-on-year decrease of 55.59%, with a revenue of 1.221 billion yuan, up 6.33% [3] - Huqin Technology achieved a net profit of 1.889 billion yuan, a year-on-year increase of 46.3%, with a revenue of 83.939 billion yuan, up 113.06% [4] - Huasen Lithium reported a net loss of 72.739 million yuan, with a revenue of 350 million yuan, up 72.02% [4] Group 3 - Putailai achieved a net profit of 1.055 billion yuan, a year-on-year increase of 23.03%, with a revenue of 7.088 billion yuan, up 11.95% [5] - Suochen Technology reported a net loss of 45.698 million yuan, with a revenue of 57.351 million yuan, up 10.82% [5] - Canqin Technology achieved a net profit of 51.912 million yuan, a year-on-year increase of 51.94%, with a revenue of 287 million yuan, up 52.76% [6] Group 4 - Hengtong achieved a net profit of 99.3648 million yuan, a year-on-year increase of 38.86%, with a revenue of 669 million yuan, down 44.66% [6] - Sanan Optoelectronics reported a net profit of 176 million yuan, a year-on-year decrease of 4.24%, with a revenue of 8.987 billion yuan, up 17.03% [7] - New Dairy achieved a net profit of 397 million yuan, a year-on-year increase of 33.76%, with a revenue of 5.526 billion yuan, up 3.01% [8] Group 5 - Yiling Pharmaceutical achieved a net profit of 669 million yuan, a year-on-year increase of 26.03%, with a revenue of 4.040 billion yuan, down 12.26% [10] - Baosteel achieved a net profit of 4.879 billion yuan, a year-on-year increase of 7.36%, with a revenue of 151.372 billion yuan, down 7.28% [12] - Feikai Materials achieved a net profit of 217 million yuan, a year-on-year increase of 80.45%, with a revenue of 1.462 billion yuan, up 3.8% [13] Group 6 - Lier Chemical achieved a net profit of 271 million yuan, a year-on-year increase of 191.21%, with a revenue of 4.507 billion yuan, up 35.36% [15] - Shaanxi Coal achieved a net profit of 7.638 billion yuan, a year-on-year decrease of 31.18%, with a revenue of 779.83 billion yuan, down 14.19% [16] - Dongfang Materials reported a net profit of 654,400 yuan, a year-on-year decrease of 88.48%, with a revenue of 174 million yuan, down 5.06% [18] Group 7 - Blue Sky Bio achieved a net profit of 26.7163 million yuan, a year-on-year decrease of 8.98%, with a revenue of 652 million yuan, up 7.05% [19] - Shanghai Jiubai achieved a net profit of 23.7897 million yuan, a year-on-year increase of 0.24%, with a revenue of 45.0535 million yuan, down 1.09% [20] - Two Sides Needle reported a net loss of 5.0842 million yuan, with a revenue of 522 million yuan, up 1.02% [21] Group 8 - Shanghai Yashi achieved a net profit of 20.3263 million yuan, a year-on-year increase of 42.56%, with a revenue of 2.044 billion yuan, up 56.75% [23] - Bayi Steel reported a net loss of 697 million yuan, with a revenue of 8.733 billion yuan, down 6.73% [25] - Hongrun Construction plans to repurchase shares worth between 150 million and 300 million yuan [27] Group 9 - Kaile achieved a net profit of 10.9193 million yuan, a year-on-year increase of 280.42%, with a revenue of 137 million yuan, down 17.89% [28] - Jingda achieved a net profit of 306 million yuan, a year-on-year increase of 6.03%, with a revenue of 11.856 billion yuan, up 14.28% [29] - Blue Light Marker reported a net profit of 96.4427 million yuan, a year-on-year decrease of 47.33%, with a revenue of 32.36 billion yuan, up 4.87% [30] Group 10 - KOTAI Power achieved a net profit of 23.994 million yuan, a year-on-year increase of 35.52%, with a revenue of 711 million yuan, up 49.51% [33] - Bo Rui Data reported a net loss of 26.1918 million yuan, with a revenue of 70.1997 million yuan, up 5.19% [34] - Jiuzhoutong achieved a net profit of 1.446 billion yuan, a year-on-year increase of 19.7%, with a revenue of 81.106 billion yuan, up 5.10% [37] Group 11 - Aier Eye Hospital achieved a net profit of 2.051 billion yuan, a year-on-year increase of 0.05%, with a revenue of 11.507 billion yuan, up 9.12% [39] - Nandu Property achieved a net profit of 130 million yuan, a year-on-year increase of 532.87%, with a revenue of 914 million yuan, up 2.75% [41] - Weiyuan reported a net loss of 168 million yuan, with a revenue of 4.601 billion yuan, up 1.82% [42] Group 12 - Zhongke Chuangda achieved a net profit of 158 million yuan, a year-on-year increase of 51.84%, with a revenue of 3.299 billion yuan, up 37.44% [43] - Zhongjuxin reported a net profit of 8.1377 million yuan, a year-on-year decrease of 64.57%, with a revenue of 567 million yuan, up 20.40% [44] - Inspur Information achieved a net profit of 799 million yuan, a year-on-year increase of 34.87%, with a revenue of 80.192 billion yuan, up 90.05% [45] Group 13 - Shenghong Technology achieved a net profit of 2.143 billion yuan, a year-on-year increase of 366.89%, with a revenue of 9.031 billion yuan, up 86.00% [46] - Cambrian achieved a net profit of 1.038 billion yuan, turning a profit, with a revenue of 2.881 billion yuan, up 4347.82% [48] - Longteng Optoelectronics reported a net loss of 121 million yuan, with a revenue of 1.289 billion yuan, down 27.91% [49]

二、监事会会议审议情况 1、审议并通过《关于<公司 2025 年半年度报告>及摘要的议案》 具体内容详见公司在上海证券交易所网站(www.sse.com.cn)披露的《青岛蔚 蓝生物股份有限公司 2025 年半年度报告》及《青岛蔚蓝生物股份有限公司 2025 年半年度报告摘要》。 本公司监事会及全体监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。 一、监事会会议召开情况 青岛蔚蓝生物股份有限公司（以下简称"公司"）第五届监事会第十一次会 议于 2025 年 8 月 27 日在公司会议室以现场表决的方式召开，会议通知已于 2025 年 8 月 17 日以邮件形式发出。本次会议应出席监事 3 人，实际出席 3 人。会议 由公司监事会主席原妤女士主持。会议召集召开程序及审议事项符合《中华人民 共和国公司法》和《青岛蔚蓝生物股份有限公司章程》等有关规定，所形成的决 议合法有效。 证券代码：603739 证券简称：蔚蓝生物 公告编号：2025-036 青岛蔚蓝生物股份有限公司 关于公司第五届监事会第十一次会议决议的公告 表决票：3 票，赞成票：3 票，反对 ...

Core Viewpoint - The company, Weilan Bio (603739.SH), emphasizes its commitment to technological innovation and global expansion, aiming to establish itself as a leading industrial biotechnology platform through increased R&D investment and international market development [1] Financial Performance - In the first half of 2025, the company reported a revenue of 652.19 million yuan, representing a year-on-year growth of 7.05% [1] - The net profit attributable to shareholders was 26.72 million yuan, showing a decline of 8.98% compared to the previous year [1] R&D Investment - The company invested 63.88 million yuan in R&D during the first half of 2025, accounting for 9.80% of its revenue, which reflects a year-on-year increase of 16.04% [1] Strategic Focus - The company is optimizing its service solutions and operational efficiency to enhance its core competitiveness while deepening its "Belt and Road" industrial layout to promote international market expansion [1]

Financial Performance - The company's operating revenue for the first half of 2025 was CNY 652.19 million, representing a 7.05% increase compared to CNY 609.23 million in the same period last year[21]. - The total profit for the reporting period was CNY 53.07 million, a decrease of 3.99% from CNY 55.28 million year-on-year[21]. - The net profit attributable to shareholders was CNY 26.72 million, down 8.98% from CNY 29.35 million in the previous year[21]. - The net cash flow from operating activities was CNY 10.13 million, a significant decline of 80.60% compared to CNY 52.20 million in the same period last year[21]. - Basic earnings per share for the reporting period were CNY 0.11, down 8.33% from CNY 0.12 in the same period last year[22]. - The weighted average return on net assets decreased by 0.18 percentage points to 1.53% compared to the previous year[22]. - The total comprehensive income for the first half of 2025 was RMB 39,637,667.69, compared to RMB 42,253,258.07 in the first half of 2024[106]. - The total operating costs increased to RMB 611,538,303.12, up 7.15% from RMB 570,646,821.37 in the previous year[105]. Assets and Liabilities - The company's total assets at the end of the reporting period were CNY 2.95 billion, a decrease of 1.08% from CNY 2.98 billion at the end of the previous year[21]. - The total liabilities and equity at the end of the reporting period reached CNY 1,836,354,766.43, indicating a stable financial position[120]. - Total assets decreased from ¥2,981,000,556.19 to ¥2,948,819,905.93, a decline of approximately 1.1%[101]. - Current liabilities decreased from ¥1,031,449,294.81 to ¥1,017,099,430.62, a reduction of about 1.4%[101]. - Non-current liabilities decreased from ¥79,534,963.77 to ¥72,889,396.61, a decrease of approximately 8.4%[101]. Research and Development - The company invested CNY 63.88 million in R&D, accounting for 9.80% of operating revenue, with a year-on-year growth of 16.04%[40]. - The company has established six major technology centers and two key laboratories, employing 259 dedicated R&D personnel to drive continuous product development[31]. - The company has formed partnerships with over 20 universities and research institutions, enhancing resource sharing and technology transfer for new product development[32]. - The company has developed 53 proprietary probiotic strains with various health benefits, including gastrointestinal comfort and immune function enhancement[38]. - The company has established a high-throughput screening workstation and a general high-throughput gene screening big data model to enhance enzyme preparation efficiency[42]. Product Development and Market Strategy - The company focuses on the research, production, and sales of enzyme preparations, micro-ecological preparations, and animal health products, aiming to provide core technology support for biomanufacturing and clean energy solutions for traditional industries[26]. - Major products include feed enzymes, industrial enzymes, food enzymes, and biocatalysts, with applications in agriculture, food safety, and environmental protection[27]. - The company aims to leverage big data systems for precise customization of enzyme applications, maximizing feed utilization efficiency[27]. - Future strategies include expanding into sustainable agriculture and organic food production through innovative micro-ecological products[29]. - The company has achieved significant breakthroughs in enzyme preparation technology, positioning itself as a leading player in the domestic enzyme preparation industry[34]. Financial Management and Compliance - The company has not proposed any profit distribution or capital reserve transfer plans for the current period[68]. - There are no significant changes in the management team or any ongoing stock incentive plans reported[69]. - The company has not faced any major risks or disclosed any other significant matters during the reporting period[66][67]. - The company has committed to avoiding any business that competes with its operations, ensuring no investments in competing entities[73]. - The total amount of guarantees provided by the company, including those to subsidiaries, is 44,192.36 million RMB, which accounts for 25.41% of the company's net assets[82]. Shareholder Information - The total number of ordinary shareholders as of the reporting period is 21,994[90]. - The top ten shareholders hold a total of 44.42% of the shares, with Qingdao Kangdian Industrial Co., Ltd. owning 112,407,400 shares[92]. - The company has strategic investors, including Tibet Shancheng Investment Consulting Co., Ltd., which has a lock-up period for newly issued shares lasting 18 months[94]. - The lock-up period for shares held by major shareholders is set for 36 months post-IPO, with specific conditions for share transfers during this time[74]. Cash Flow and Investment - The company reported a net cash flow from investing activities improved to 58,433,082.38 RMB in 2025 from -6,633,328.43 RMB in 2024[116]. - Cash inflow from investing activities surged to 513,055,462.38 RMB in 2025, compared to 60,383,022.67 RMB in 2024, marking an increase of approximately 748.5%[116]. - The company plans to produce 10,000 tons of plant-based products by 2025, with an investment of 11,400.00 million CNY[85]. - The project for animal health products is expected to generate a revenue of 10,000.00 million CNY, with a utilization rate of 156.19%[85]. Compliance and Legal Matters - The company has not engaged in any major litigation or arbitration matters during the reporting period[78]. - There were no non-operating fund occupations by controlling shareholders or related parties during the reporting period[77]. - The company has not provided any guarantees to shareholders, actual controllers, or their related parties[82]. - The company has not disclosed any significant changes in shareholder structure or major shareholder movements[89]. Accounting Policies - The company's financial statements are prepared based on the going concern assumption and comply with the relevant accounting standards[132]. - The company recognizes the assets and liabilities of the acquired entity at their book value on the merger date, adjusting capital reserves and retained earnings as necessary[141]. - The consolidated financial statements are prepared based on the financial statements of the company and its subsidiaries, ensuring consistency in accounting policies and periods[148].

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。 青岛蔚蓝生物股份有限公司（以下简称"公司"）根据上海证券交易所《上 市公司行业信息披露指引第十四号——食品制造》的要求，现将公司 2025 年第 二季度主要经营数据披露如下： | | 分类 2025 | 年第二季度营业收入（元） | | --- | --- | --- | | 产品类别 | 酶制剂 | 118,822,845.82 | | | 微生态制剂 | 62,179,855.65 | | | 其他 | 74,552,143.90 | | | 合计 | 255,554,845.37 | | 销售模式 | 直销 | 171,922,085.69 | | | 经销 | 83,632,759.68 | | | 合计 | 255,554,845.37 | | 地区分部 | 境外 | 31,344,025.83 | | | 境内 | 224,210,819.54 | | | 总计 | 255,554,845.37 | 一、报告期经营情况 证券代码：603739 证券简称：蔚蓝生物 公告 ...

会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 8 月 28 日（星期四）至 9 月 3 日（星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 vland@vlandgroup.com 进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 证券代码：603739 证券简称：蔚蓝生物 公告编号：2025-039 青岛蔚蓝生物股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在虚假记载、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： 会议召开时间：2025 年 9 月 4 日（星期四）上午 9:00-10:00 青岛蔚蓝生物股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日发 布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半 年度的经营成果、财务状况，公司计划 ...

证券代码：603739 证券简称：蔚蓝生物 公告编号：2025-037 青岛蔚蓝生物股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项报告 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。 根据中国证券监督管理委员会《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》及相关格式指引的规定，青岛蔚蓝生物股份有限公 司（以下简称"公司"）现将 2025 年半年度募集资金存放与实际使用情况专项说 明如下： 一、募集资金基本情况 （一）首次公开发行募集资金 1、实际募集资金金额及资金到账时间 经中国证券监督管理委员会证监许可[2018]1961 号文核准，公司向社会公 众公开发行人民币普通股(A 股)股票 3,866.70 万股，发行价为每股人民币 10.19 元，共计募集资金 394,016,730.00 元，扣除各项发行费用后，实际募集资金净 额为人民币 347,440,291.00 元。上述募集资金已于 2019 年 1 月 9 日到位，已经 瑞华会计师事务所（特殊普通合伙）验证，并由其出具《验资 ...

Core Insights - The company reported a revenue of 652 million yuan for the first half of 2025, representing a year-on-year growth of 7.05% [1] - The net profit for the same period was 26.7163 million yuan, showing a decline of 8.98% compared to the previous year [1] Financial Performance - Revenue: 652 million yuan, up 7.05% year-on-year [1] - Net Profit: 26.7163 million yuan, down 8.98% year-on-year [1]

Group 1 - The animal vaccine sector experienced a decline of 0.72% as of the market close on August 22, ranking among the top declines in concept sectors [1] - Within the animal vaccine sector, companies such as Shenlian Biological, Weilan Biological, and Xianfeng Holdings saw significant declines, while Kexing Pharmaceutical, Haizheng Pharmaceutical, and Guoyao Modern recorded increases of 2.06%, 0.44%, and 0.09% respectively [1] - The overall market saw a net outflow of 0.68 billion yuan from the animal vaccine sector, with 11 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 10 million yuan [2] Group 2 - The top net outflow in the animal vaccine sector was from Kanghua Biological, with a net outflow of 30.50 million yuan, followed by Shenlian Biological, Dabeinong, and Jinhai Biological with outflows of 27.38 million yuan, 24.27 million yuan, and 23.53 million yuan respectively [2] - Conversely, the stocks with the highest net inflows included Haizheng Pharmaceutical, Kexing Pharmaceutical, and Luoniushan, with net inflows of 27.34 million yuan, 16.70 million yuan, and 10.38 million yuan respectively [3] - The trading activity in the animal vaccine sector showed that Kanghua Biological had a turnover rate of 3.52% and a decline of 1.70%, while Kexing Pharmaceutical had a turnover rate of 3.12% and an increase of 2.06% [3]

Group 1 - The core viewpoint of the article is that Blue Horizon Biotech (603739.SH) currently has no technological reserves for the fields of cancer and tumor drugs [1] Group 2 - The company communicated this information through its investor interaction platform [1] - The statement indicates a lack of development in oncology-related technologies, which may impact future growth prospects in this sector [1]