登录新浪财经APP 搜索【信披】查看更多考评等级 通讯地址：山东省青岛市莱西市河头店镇小莱路6号707 股份变动性质：股份减少 证券代码：688068证券简称：热景生物 上市公司名称：北京热景生物技术股份有限公司 上市地点：上海证券交易所科创板 股票简称：热景生物 股票代码：688068 信息披露义务人：林长青 通讯地址：北京市大兴区中关村科技园区大兴生物医药产业基地庆丰西路55号院7号楼1-5层 信息披露义务人之一致行动人：青岛同程热景企业管理咨询合伙企业（有限合伙） 第二节 信息披露义务人介绍 签署日期：2025年10月29日 信息披露义务人声明 一、本报告书是信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行 证券的公司信息披露内容与格式准则第15号——权益变动报告书》及相关法律、法规和规范性文件编 制。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据上述法律法规的规定，本报告书已全面披露了信息披露义务人在北京热景生物技术股份有限公 司（以下简称"公司"、"上市公司"或"热景生物"）中拥有权益的股份变动情况。 截至本报告书签署之日，除本报告书披露的信息外，信息 ...

证券代码：688068 证券简称：热景生物 北京热景生物技术股份有限公司 简式权益变动报告书 上市公司名称：北京热景生物技术股份有限公司 信息披露义务人：林长青 通讯地址：北京市大兴区中关村科技园区大兴生物医药产业基地庆丰西路 55 号院 7 号楼 1-5 层 信息披露义务人之一致行动人：青岛同程热景企业管理咨询合伙企业（有限 合伙） 通讯地址：山东省青岛市莱西市河头店镇小莱路 6 号 707 股份变动性质：股份减少 签署日期：2025 年 10 月 29 日 四、本次权益变动是根据本报告书所载明的资料进行的。信息披露义务人没 有委托或者授权任何其他人提供未在本报告书中列载的信息和对本报告书做出 任何解释或者说明。 五、信息披露义务人承诺本报告书不存在虚假记载、误导性陈述或重大遗漏， 并对其真实性、准确性、完整性承担法律责任。 2 1 上市地点：上海证券交易所科创板 股票简称：热景生物 股票代码：688068 信息披露义务人声明 一、本报告书是信息披露义务人依据《中华人民共和国证券法》《上市公司 收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益 变动报告书》及相关法律、法规和规范性 ...

历史财报显示，2022年-2024年，热景生物的营业收入与净利润均连续3年下滑。其中，营收同比依次下 滑33.76%、84.78%与6.74%；2022年与2023年净利润依次下滑56.78%、97.1%，2024年公司由盈转亏， 净利润为-1.91亿元，这也是公司上市后首次出现年度亏损。 公开信息显示，热景生物创立于2005年，是一家聚焦生物医药领域的高新技术企业，主营业务涉及研 发、生产和销售体外诊断试剂及仪器。2019年9月，公司登陆上海证券交易所科创板。公司所属的IVD （体外诊断）板块指数（申万）今年以来累计上涨8.25%。 【深圳商报讯】（记者 詹钰叶）在亏损3年后，热景生物今年前三季度连续亏损，净利润为-1.09亿元。 受益于创新药受追捧，公司今年以来股价大涨。不过，数名股东最近半年轮番进行大手笔减持。 热景生物三季报显示，前三季度公司实现营业收入3.1亿元，同比下降19.8%；归属母公司股东的净利润 为-1.09亿元，亏损同比扩大168.12%；基本每股收益为-1.23元。公告提到，报告期内公司业绩下滑，主 要受到体外诊断行业集采政策影响，导致产品价格下降和短期需求减少。 ...

三季度末养老金账户出现在海泰新光、鼎通科技、热景生物、凯因科技前十大流通股东榜。 | 代码 | 简称 | 养老金家 | 养老金持股量（万 | 环比 | 占流通股比例 | 持股市值（万 | | --- | --- | --- | --- | --- | --- | --- | | | | 数 | 股） | （%） | （%） | 元） | | 688677 | 海泰新 光 | 1 | 503.46 | -0.08 | 4.20 | 25021.71 | | 688668 | 鼎通科 技 | 2 | 151.74 | 新进 | 1.09 | 14401.61 | | 688068 | 热景生 物 | 1 | 150.01 | 新进 | 1.62 | 25489.67 | | 688687 | 凯因科 技 | 1 | 87.26 | 新进 | 0.51 | 2443.15 | （文章来源：证券时报网） 基本养老保险基金八零二组合为海泰新光第四大流通股东，持股量为503.46万股，占流通股比例 4.20%。基本养老保险基金一九零六组合、基本养老保险基金一六零五二组合为鼎通科技第七大、第九 大流通股东，合计持股量为15 ...

Investment Rating - The report maintains a "Positive" investment rating for the pharmaceutical and biotechnology industry [1] Core Insights - The report highlights significant advancements in innovative drugs, particularly in the context of recent clinical trial results presented at the 2025 ESMO conference, showcasing the potential for new treatment options in various cancer types [12][19] - The report emphasizes the emergence of domestic drugs that have achieved notable efficacy in treating conditions such as NSCLC and HER2-positive breast cancer, indicating a shift in the competitive landscape [13][17] Summary by Sections 1. New Drug Developments - **2L EGFR Mutant NSCLC**: The drug Lukanosumab (sac-TMT) is the first to demonstrate both overall survival (OS) and progression-free survival (PFS) benefits in patients with TKI-resistant NSCLC, with mPFS of 8.3 months compared to 4.3 months for chemotherapy [13][14] - **HER2 Positive Breast Cancer**: The drug Ruikang Trastuzumab shows longer mPFS of 30.6 months compared to 8.3 months for the chemotherapy combination, indicating a promising new option for patients [17][18] - **T-Bren for Breast Cancer**: Early data from the T-Bren trial shows a clinical overall response rate (cORR) of 82.2% in HER2-positive patients, with mPFS of 18.0 months [19][20] - **2L HER2 Positive Gastric Cancer**: Anniotuzumab combined with chemotherapy shows significant improvements in mPFS (7.1 months vs 2.7 months) and mOS (19.6 months vs 11.5 months), suggesting a potential shift in treatment paradigms [21][24] 2. Market Performance - The pharmaceutical and biotechnology sector saw a 0.58% increase in October, underperforming the CSI 300 index by 2.67 percentage points, ranking 25th among 31 sub-industries [25][30] - The medical research outsourcing sector experienced the highest growth, up 5.47%, while other bioproduct sectors faced declines [30][34]

热景生物 20251024 摘要 热景生物前三季度营收有所扩大，但经营现金流显著改善，实现正向现 金流 100 多万元，去年同期为负 900 多万元。研发投入占营收比例为 21.79%，主要集中在 IVD 板块，创新药研发投入持续增加。 顺景医药 SBC001 心梗项目完成 EB 阶段数据分析，取得积极初步疗效。 姚景基因小核酸药研发获多项专利，肝外递送系统有积极进展。正元生 物 AD 治疗项目 AA001 完成 1A 临床，准备启动 1B 临床研究。 SBC001 急性心梗项目预计 2025 年底至 2026 年初启动二期临床，目 前正积极准备方案，并与国内外专家沟通。Q4 期间将积极推动二期试 验启动。 SPC001 正积极推动附条件上市，并申请北京市重大项目支持。同时， 与海外合作伙伴交流，计划在大中华区以外地区开展临床研究，加速商 业化。 智源生物 AA001 阿尔茨海默病治疗项目已完成一期临床 EA 阶段，安全 性、耐受性良好，半衰期较长，预计 2026 年上半年完成一期临床。公 司合作推进 AD 诊断产品开发。 Q&A 请介绍一下瑞幸生物 2025 年第三季度的财务表现及主要进展。 2025 年 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920300 | 辰光医疗 | 17.51 | -8.80% | 12.40万 | | 2.21亿 | | 300642 | 透景生命 | 22.95 | -5.40% | 17.57万 | | 4.10亿 | | 688677 | 海泰新光 | 48.50 | -5.05% | - 3.88万 | | 1.93亿 | | 688108 | 赛诺医疗 | 28.00 | -4.73% | 26.37万 | | 7.40亿 | | 688013 | 天臣医疗 | 55.66 | -3.98% | 1.92万 | | 1.10亿 | | 300289 | 利德曼 | 7.70 | -3.39% | 24.65万 | | 1.91亿 | | 301234 | 五洲医疗 | 43.80 | -2.86% | 1.29万 | | 5756.36万 | | 688068 | 热景生物 | 160.46 | -2.84% | 3.13万 | | ...

Core Insights - On October 23, 2023, brokerage firms provided target prices for listed companies, with significant increases noted for companies in the pet feed and communication equipment sectors, specifically Guibao Pet, StarNet RuiJie, and Weisheng Information, with target price increases of 61.09%, 50.73%, and 43.78% respectively [1][2]. Target Price Increases - Guibao Pet (301498) received a target price of 118.00 yuan, reflecting a target price increase of 61.09% from the latest closing price [2]. - StarNet RuiJie (002396) has a target price of 39.16 yuan, with a target price increase of 50.73% [2]. - Weisheng Information (688100) has a target price of 51.00 yuan, showing a target price increase of 43.78% [2]. - Other notable companies include China Unicom (600050) with a target price increase of 36.22% and Wens Foodstuff Group (300498) with an increase of 33.28% [2]. Brokerage Recommendations - A total of 59 listed companies received brokerage recommendations on October 23, with Tonghuashun (300033) receiving the highest number of recommendations at 5, followed by Guibao Pet with 4, and Meihua Biological (600873) with 3 [3][4]. - The sectors represented include software development, feed, and chemical products [4]. Rating Adjustments - On October 23, only one company, Huayou Cobalt (603799), had its rating upgraded from "Hold" to "Buy" by Huayuan Securities [5]. - This indicates a positive outlook for the energy metals sector [5]. First-Time Coverage - Nine companies received first-time coverage from brokerages on October 23, with notable mentions including Innovation New Materials (600361) rated "Buy" by Huayuan Securities, and YunTu Holdings (002539) and Meihua Biological (600873) both rated "Buy" by Global Fortune Financial [6]. - Other companies receiving first-time ratings include Babi Food (605338) and Shengquan Group (108850) [6].

Core Insights - The report indicates that as of October 23, 2025, institutional investors hold a total of 18.22 million shares of Hotgen Biotech (688068.SH), representing 19.65% of the company's total share capital, which is a decrease of 2.97 percentage points compared to the previous quarter [1] Group 1: Institutional Holdings - A total of 9 institutional investors have disclosed their holdings in Hotgen Biotech, with significant participants including Beijing Hotgen Biotech's repurchase account and various mutual funds [1] - The combined institutional holding percentage has decreased from the previous quarter, indicating a potential shift in investor sentiment [1] Group 2: Public Fund Holdings - Among public funds, 2 funds increased their holdings, accounting for a 0.76% increase, while 3 funds decreased their holdings, resulting in a 0.86% decrease [2] - A total of 284 public funds did not disclose their holdings this quarter, indicating a significant number of funds that may be reassessing their positions [2]

| | | 10月24日A股投资避雷针 | | --- | --- | --- | | 类别 | 公司 | 主要内容 | | | 沪硅产业 | 大基金拟减持不超2%公司股份 | | | 力芯微 | 控股股东亿晶投资拟减持不超3.00%股份 | | | 云路股份 | 郭克云拟减持不超3%股份 | | | 力量钻石 | 股东李爱真拟减持不超3%股份 | | | 国新能源 | 宏展房产拟减持不超2.07%股份 | | | 乐山电力 | 渤海信息产业基金合计减持0.8590%股份 | | 股东减持 | 宁波韵升 | 朱世东拟合计减持不超过11.18万股的股份 | | | 科威尔 | 合涂投资、京坤投资合计减持62.03万股股份 | | | 万华化学 | 合成国际减持合计1646.96万股股份 | | | 威尔药业 | 舜泰宗华已减持1%公司股份 | | | 复洁环保 | 隽洁投资减持合计281.33万股公司股份 | | | 华夏幸福 | 平安人寿及其一致行动人累计减持0.20%股份 | | | 星湖科技 | 股东铁小荣合计减持1912万股公司股份 | | 其他 | 甲投能源 | 独立董事韩放无法取得联系 | | | ...