2月26日，华康股份涨5.21%，截至发稿，报17.16元/股，成交8109.59万元，换手率1.62%，总市值52.00 亿元。 资料显示，浙江华康药业股份有限公司位于浙江省开化县华埠镇华工路18号，成立日期2001年7月10 日，上市日期2021年2月9日，公司主营业务涉及木糖醇、山梨糖醇、麦芽糖醇、果葡糖浆等多种功能性 糖醇、淀粉糖产品的研发、生产、销售。主营业务收入构成为：晶体糖醇产品54.36%，液体糖、醇及 其他产品32.46%，其他13.18%。 华夏卓越成长混合A（024928）成立日期2025年8月12日，最新规模8.98亿。今年以来收益15.06%，同 类排名859/8887；成立以来收益33.45%。 华夏卓越成长混合A（024928）基金经理为钟帅。 截至发稿，钟帅累计任职时间5年215天，现任基金资产总规模119.14亿元，任职期间最佳基金回报 222.31%， 任职期间最差基金回报13.2%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@ ...

格隆汇2月26日｜A股代糖概念股短线拉升，其中，保龄宝封涨停板，三元生物、金禾实业、华康股份 等跟涨。 ...

Investment Rating - The report maintains a "Positive" rating for the chemical industry [4][3]. Core Insights - The macroeconomic outlook for the chemical industry indicates a stable increase in oil demand due to global economic recovery and tariff adjustments, with Brent crude oil expected to remain in the range of $60-75 per barrel [4][5]. - The report highlights a potential spring boom in the chemical sector, driven by the success of domestic robotics showcased during the Spring Festival and favorable export conditions following tariff reductions [4][3]. - Investment opportunities are identified in various chains, including textiles, agricultural chemicals, and overseas real estate, with specific companies recommended for investment [4][3]. Industry Dynamics - Oil supply is tightening due to OPEC+ production delays and peak shale oil output, while demand is stabilizing with improved global economic conditions [5]. - The chemical industry is at a cyclical turning point, with downstream operations gradually resuming post-holiday, indicating a positive demand outlook for the year [4][3]. - The report notes that the Producer Price Index (PPI) for industrial products decreased by 1.4% year-on-year in January, while the manufacturing PMI recorded 49.3, indicating some volatility in manufacturing activity [7][4]. Investment Analysis - The report suggests a diversified investment strategy focusing on four key areas: textiles, agricultural chemicals, export chains, and beneficiaries of "anti-involution" policies [4][3]. - Specific companies to watch include those in the textile chain like Lu Xi Chemical and Tongkun Co., and in the agricultural chain like Hualu Hengsheng and Baofeng Energy [4][3]. - The report emphasizes the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, recommending companies such as Yake Technology and Ruilian New Materials [4][3].

经济观察网华康股份（605077）近期终止重大资产重组，实控人减持可转债，前三季度营收增长但净利 润下滑。 近期事件 机构持仓分析 机构持仓显示，截至2025年9月30日，华夏卓越成长混合A新进成为第八大流通股东，持股415.33万股。 此外，公司"华康转债"转股进展缓慢，截至2025年12月31日，累计转股比例仅0.0157%。 公司于2025年11月28日终止了发行股份及支付现金购买河南豫鑫糖醇有限公司100%股权的重大资产重 组事项，终止原因为市场环境较筹划初期发生较大变化。该事项的独立财务顾问为东方证券股份有限公 司，标的资产交易价格原定为10.98亿元。 以上内容基于公开资料整理，不构成投资建议。 公司状况 华康股份2025年前三季度实现营业收入29.59亿元，同比增长40.52%，但归母净利润1.68亿元，同比减 少9.91%。 股票近期走势 股价表现上，截至2026年2月2日，公司股价报15.84元/股，今年以来上涨7.17%，近60日下跌6.05%，当 日主力资金净流入76.42万元。 2026年1月期间，公司实际控制人及其一致行动人通过减持可转债导致合并权益比例由27.40%下降至 26.3 ...

证券代码：605077 证券简称：华康股份 公告编号：2026-008 债券代码：111018 债券简称：华康转债 浙江华康药业股份有限公司 关于注销向不特定对象发行可转换公司债券 募集资金专项账户的公告 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个别及连带责任。 一、2023年向不特定对象发行可转换公司债券募集资金基本情况 根据中国证券监督管理委员会《关于同意浙江华康药业股份有限公司向不特定对象发行可转换公司债券 注册的批复》（证监许可〔2023〕2739号），本公司由主承销商东方证券承销保荐有限公司向不特定对 象发行可转换公司债券13,030,230张，每张面值为人民币100.00元，按面值发行，发行总额为人民币 130,302.30万元，共计募集资金130,302.30万元，扣除本次发行费用963.77万元后，公司本次募集资金净 额为129,338.53万元。上述募集资金到位情况业经天健会计师事务所（特殊普通合伙）验证，并由其出 具《验资报告》（天健验〔2023〕755号）。 二、2023年向不特定对象发行可转换公司债券募集资 ...

Investment Rating - The industry rating is "Overweight" [3] Core Insights - The report highlights the ongoing active research in life sciences and the rapid integration of biotechnology into economic and social development, providing innovative solutions to major challenges such as health, climate change, resource security, and food security. The National Development and Reform Commission has issued the "14th Five-Year Plan for the Development of the Bioeconomy," indicating a trillion-yuan market potential in the bioeconomy sector [3][4]. Industry Performance - The Huazhong Synthetic Biology Index increased by 0.11% to 1278.44 during the week of February 2-6, 2026, outperforming the Shanghai Composite Index by 1.39 percentage points and the ChiNext Index by 3.40 percentage points [4]. - The report notes that the synthetic biology sector is experiencing a policy dividend, with Shenzhen proposing up to 100 million yuan in support for R&D efforts in the field [8]. Company Developments - Beijing Huaguan Bio completed a multi-hundred million yuan C-round financing to enhance its R&D and production capabilities in the pharmaceutical and health sectors [32]. - Dejin Bio secured several million yuan in A-round financing to advance its recombinant botulinum toxin clinical research and international expansion [33]. - The report mentions that Impossible Foods is leveraging technology to reshape the plant protein market [11]. Market Dynamics - The report indicates that the synthetic biology sector is witnessing a surge in financing, with nearly a hundred companies completing new funding rounds since 2025 [31]. - The top five companies in the synthetic biology sector by stock performance during the week were Pingtan Development (+12%), Jinbo Bio (+12%), Huaxi Bio (+12%), Shandong Heda (+10%), and Yaxiang Co. (+10%) [17]. Policy and Regulatory Developments - The Ministry of Industry and Information Technology announced 35 examples of non-grain bio-based materials, marking a significant step towards establishing a new green development framework [7]. - The National Health Commission approved 22 new food items, including a significant breakthrough in domestic human milk oligosaccharides (HMOs) production [7]. Research and Innovation - Tsinghua University has initiated a national key R&D project focused on the intelligent design principles of efficient microbial chassis cells, aiming for breakthroughs in both fundamental theory and application demonstration [9]. - The report highlights the strategic cooperation between Tianjin University and China National Petroleum Corporation to expand efforts in synthetic biology and related fields [9].

| 证券代码：605077 | 证券简称：华康股份 | 公告编号：2026-008 | | --- | --- | --- | | 债券代码：111018 | 债券简称：华康转债 | | 浙江华康药业股份有限公司 关于注销向不特定对象发行可转换公司债券 募集资金专项账户的公告 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个别及连带责任。 一、2023 年向不特定对象发行可转换公司债券募集资金基本情况 三、2023 年向不特定对象发行可转换公司债券募集资金专户销户情况 根据《管理办法》，本公司对募集资金实行专户存储，在银行设立募集资金 专户，并连同保荐机构东方证券承销保荐有限公司于 2023 年 12 月分别与招商银 行股份有限公司衢州分行、中国银行股份有限公司开化华埠支行、中国建设银行 股份有限公司开化支行、中信银行股份有限公司衢州分行签订了《募集资金专户 存储三方监管协议》，本公司及子公司舟山华康生物科技有限公司连同保荐机构 东方证券承销保荐有限公司于 2023 年 12 月分别与招商银行股份有限公司衢州分 行、中国建设银行股份有限 ...

Core Viewpoint - Huakang Co., Ltd. is progressing with its "1 million tons corn deep processing health food ingredient project," which is expected to improve operational performance as production stabilizes and efficiency optimizes [1]. Group 1: Project Overview - The project will begin phased production starting from the third year, with production loads reaching 50% in the first year, 70% in the second year, and 100% from the third year onward [1]. - The primary goal of the project is to secure the supply of key raw materials, enhance existing product capacity, and meet diverse customer product demands [1]. Group 2: Product Development - The company plans to utilize corn as a raw material to produce a series of deep-processed products, including starch sugar/sugar alcohol, dietary fiber, and modified starch [1]. - Advanced technologies such as synthetic biology and green manufacturing will be employed to produce various products, including allulose [1].

证券日报网讯1月27日，华康股份（605077）在互动平台回答投资者提问时表示，公司短期借款增加主 要系本期票据贴现借款增加所致；长期借款增加主要系舟山华康项目贷款增加所致。 ...

证券日报网讯1月27日，华康股份（605077）在互动平台回答投资者提问时表示，公司积极与投资者保 持良好沟通，并严格依照相关规定履行信息披露义务，发生的投资者关系活动均会在上证e互动上进行 披露。 ...