从基金十大重仓股角度 截至发稿，华龙累计任职时间3年148天，现任基金资产总规模359.57亿元，任职期间最佳基金回报 139.26%， 任职期间最差基金回报-15.08%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，华夏基金旗下1只基金重仓热景生物。华夏上证科创板200ETF（588820）三季度增持2.8万 股，持有股数2.96万股，占基金净值比例为1.06%，位居第十大重仓股。根据测算，今日浮亏损失约 28.63万元。 华夏上证科创板200ETF（588820）成立日期2024年12月23日，最新规模4.76亿。今年以来收益 14.98%，同类排名260/5525；近一年收益81.01%，同类排名241/4208；成立以来收益85.97%。 华夏上证科创板200ETF（588820）基金经理为华龙。 1月15日，热景生物跌5.12%，截至发稿，报179.31元/股，成交1.66亿元，换手率0.98%，总市值166.23 亿元。 资料显示，北京热景生物 ...

Core Viewpoint - The stock of Hotgen Biotech has shown a mixed performance in recent trading, with a year-to-date increase of 18.12% but a slight decline over the past five days, indicating potential volatility in investor sentiment [1]. Financial Performance - For the period from January to September 2025, Hotgen Biotech reported a revenue of 310 million yuan, representing a year-on-year decrease of 19.80% [2]. - The company experienced a net loss attributable to shareholders of 109 million yuan, which is a significant decline of 168.12% compared to the previous year [2]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders increased by 12.90% to 7,833, while the average number of circulating shares per person decreased by 11.43% to 11,835 shares [2]. - The stock price reached 191.36 yuan per share with a market capitalization of 17.741 billion yuan, and the trading volume was 168 million yuan, indicating active market participation [1]. Dividends and Institutional Holdings - Since its A-share listing, Hotgen Biotech has distributed a total of 440 million yuan in dividends, with 17.344 million yuan paid out in the last three years [3]. - Among the top ten circulating shareholders, notable changes include a decrease in holdings by Huatai-PineBridge Innovation Medicine Mixed Fund and an increase by ICBC Frontier Medical Stock A [3].

证券日报网讯 1月12日，热景生物发布公告称，根据《上海证券交易所科创板股票做市交易业务实施细 则》相关规定，经广发证券股份有限公司备案申请，自2026年01月13日起，广发证券股份有限公司对科 创板股票热景生物（股票代码：688068）开展做市交易业务。 （文章来源：证券日报） ...

Core Viewpoint - The financing balance of the Sci-Tech Innovation Board decreased by 1.06 billion yuan, while the margin trading balance increased by 18.93 million yuan, indicating a mixed sentiment among investors [1]. Financing Balance Summary - As of January 9, the total margin trading balance on the Sci-Tech Innovation Board was 282.61 billion yuan, a decrease of 1.05 billion yuan from the previous trading day [1]. - The highest financing balance was held by Cambrian, with a balance of 15.35 billion yuan, followed by SMIC and Haiguang Information with balances of 13.03 billion yuan and 7.30 billion yuan, respectively [1]. - A total of 267 stocks saw an increase in financing balance, while 327 stocks experienced a decrease [1]. - Notable increases in financing balance were observed in Hotgen Biotech (56.65%), Yuyuan Pharmaceutical (54.61%), and Chipone Technology (39.46%) [1]. Margin Trading Balance Summary - Cambrian also had the highest margin trading balance at 41 million yuan, followed by Haiguang Information and SMIC with balances of 36 million yuan and 32 million yuan, respectively [2]. - A total of 264 stocks saw an increase in margin trading balance, while 148 stocks experienced a decrease [2]. - Significant increases in margin trading balance were noted for Huitong Co. (3360.47%), Yaxin Security (1268.15%), and Jinchengzi (805.25%) [2].

Core Viewpoint - The medical sector is experiencing significant activity, particularly driven by advancements in brain-computer interface (BCI) technology, which is attracting investor interest and leading to substantial market movements in related stocks and ETFs [3][10][11]. Market Performance - On January 6, 2026, the largest medical ETF (512170) saw a recovery, closing up 1.12% with a total trading volume of 1.017 billion yuan, marking two consecutive days of trading over 1 billion yuan [1][8]. - The ETF's index, which includes 12 related concept stocks, has a combined weight exceeding 36%, indicating strong sector representation [11][13]. Stock Highlights - Brain-computer interface stocks, such as Sanbo Brain Science and Meihua Medical, reached their daily limit up, while stocks like Yingke Medical and Hejing Biological experienced declines [1][8]. - The BCI sector is expected to see increased valuations for related listed companies, potentially boosting market financing and capital development [3][10]. Technological Advancements - A recent breakthrough in BCI technology was reported by Fudan University Huashan Hospital, which successfully completed the first clinical trial of a fully implanted, wireless, and functional BCI product [3][10]. - The BCI technology is positioned as a key area of investment, with potential applications in disease treatment and long-term enhancements for humans, opening up a market space worth trillions [10][11]. Investment Insights - According to CITIC Construction Investment, the current valuation of the medical index is 34.28 times, which is below the 70% threshold of the past decade, suggesting a favorable investment opportunity [4][11]. - The medical ETF (512170) is recognized as an efficient tool for accessing core medical assets, with a total size exceeding 26.4 billion yuan, making it the largest medical ETF in the market [6][13].

Core Viewpoint - Beijing Hotgen Biotech Co., Ltd. has established a successful model of "Beijing R&D, Hebei Production" to leverage regional advantages and enhance its production capacity in the field of in vitro diagnostics [1][2][3]. Group 1: Company Overview - Hotgen Biotech was founded in June 2005 and is headquartered in Daxing District, Beijing [1]. - The company focuses on innovative biotechnology solutions, including early disease screening, diagnosis, and treatment [1]. Group 2: Strategic Development - The company recognized the collaborative potential of Beijing, Tianjin, and Hebei around 2014-2015 and began exploring suitable locations for large-scale production [2]. - In 2016, Hotgen decided to establish a production base in Langfang, Hebei, to utilize the advantages of regional integration [2]. - The company has built a cross-regional collaboration system with R&D in Beijing and production in Hebei, enhancing efficiency in research and manufacturing [2][3]. Group 3: Financial and Operational Highlights - Hotgen's project for an annual production capacity of 12 million in vitro diagnostic reagents and 850 supporting instruments was funded with approximately RMB 287.82 million [2][3]. - Upon full production, the project is expected to generate annual revenue of approximately RMB 214.40 million and a net profit of about RMB 44.97 million, with an investment recovery period of 8.05 years [3]. - By 2024, the company anticipates achieving approximately RMB 511 million in revenue, primarily from in vitro diagnostic product sales [3]. Group 4: Product Development and Innovation - In December 2025, Hotgen received three medical device registration certificates, marking significant advancements in women's health, nutritional monitoring, and anemia management [4]. - The company is implementing a dual-driven strategy of "diagnostics + innovative drugs," focusing on antibody and nucleic acid drugs through partnerships with innovative pharmaceutical companies [5][6]. - Hotgen has established the "X-Gen AI New Drug Discovery and Design Research Center" to enhance drug development through advanced AI technologies [7].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688068 证券简称：热景生物 公告编号：2026-001 北京热景生物技术股份有限公司 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关 规定，公司在实施回购期间，应当在每个月的前3个交易日内公告截至上月末的回购进展情况。现将公 司回购股份的进展情况公告如下：截至2025年12月31日，公司通过股份回购专用证券账户，以集中竞价 交易方式累计回购股份904,054股，占公司总股本92,707,940股的比例为0.98%，回购成交的最高价为 176.79元/股，最低价为145.59元/股，支付的资金总额为人民币149,955,134.73元（不含印花税、交易佣 金等交易费用）。 本次回购股份进展符合法律法规的规定及公司回购股份方案。 三、其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股 份》等相关规定，在回购期限内根据市场情况择机做出回购决策并予以实施，同时根据回购股份事项进 展情况及时履行信息披露义务，敬请广大投资者注意投资风险。 ...

| 回购方案首次披露日 | 2025/11/12 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 12 11 月 | 11 | 月 | 日~2026 | 年 | 11 | 日 | | 预计回购金额 | 10,000万元~20,000万元 | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | 累计已回购股数 | 904,054股 | | | | | | | | 累计已回购股数占总股本比例 | 0.98% | | | | | | | | 累计已回购金额 | 149,955,134.73元 | | | | | | | | 实际回购价格区间 | 145.59元/股~176.79元/股 | | | | | | | 一、回购股份的基本情况 北京热景生物技术股份有限公司（以下简称"公司"）已于 2025 年 11 月 11 日召开第四届董事会第六次会议 ...

格隆汇1月5日丨热景生物(688068.SH)公布，截至2025年12月31日，公司通过股份回购专用证券账户， 以集中竞价交易方式累计回购股份90.41万股，占公司总股本的比例为0.98%，回购成交的最高价为 176.79元/股，最低价为145.59元/股，支付的资金总额为人民币1.5亿元（不含印花税、交易佣金等交易 费用）。 ...

热景生物公告称，公司于2025年11月11日通过以集中竞价交易方式回购股份议案，回购金额1亿-2亿 元，用于员工持股或股权激励，回购期限至2026年11月11日。截至2025年12月31日，公司累计回购股份 904,054股，占总股本0.98%，支付资金149,955,134.73元，回购价格区间为145.59-176.79元/股。 ...