格隆汇8月14日丨热景生物(688068.SH)公布，公司近日收到公司控股股东、实际控制人、董事长兼总经 理林长青发出的《关于减持公司股份的告知函》。因自身资金需求，林长青拟通过集中竞价、大宗交易 方式减持所持有公司股份合计不超过100万股，占公司总股本的1.0787%。其中，在任意连续90个自然 日内，拟通过集中竞价交易减持股份的总数不超过公司股份总数的1%；在任意连续90个自然日内，拟 通过大宗交易减持股份的总数不超过公司股份总数的2%。 ...

热景生物(688068.SH)公告称，公司控股股东、实际控制人、董事长兼总经理林长青因自身资金需求， 拟通过集中竞价、大宗交易方式减持所持公司股份合计不超过100万股，占公司总股本的1.0787%。减 持期间为2025年9月5日至12月4日。减持计划不会对公司治理结构和持续经营产生重大不利影响。 ...

Policy Developments - Shanghai has initiated the online listing for the first batch of traditional Chinese medicine centralized procurement expansion, with the application period from August 12 to August 29, 2025 [1] Drug and Device Approvals - Hualan Vaccine has received approval for clinical trials of its lyophilized Hib conjugate vaccine, which is expected to induce immune response against Hib [2] - Insmed announced that the FDA has approved its first-in-class oral drug Brinsupri for treating non-cystic fibrosis bronchiectasis in patients aged 12 and older [3] - The National Medical Products Administration has received a market application for the intraocular injection of Bevacizumab from Fuhong Hanlin and Eddingpharm, marking the second such application in China [4] - Heng Rui Medicine has received approval for clinical trials of its innovative drug SHR-A2102 in combination with other treatments for recurrent/metastatic head and neck squamous cell carcinoma [5] Capital Market Activities - Inokang Medical Technology has started the listing guidance process with Huatai Securities, as disclosed by the China Securities Regulatory Commission [6] - Inokang was founded in 2014 by returnees and experienced professionals in the medical industry, and it has been recognized as a national high-tech enterprise [7] - Rejuve Bio announced a capital increase of 100 million yuan for its subsidiary ShunJing Biomedical Technology, with the company's stake decreasing from 45.5833% to 43.1842% [8] Industry Events - Zhifei Biological has completed the first nationwide vaccination of its quadrivalent influenza vaccine, highlighting the competitive landscape and market potential in China's influenza vaccine sector [10] - Zhonghui Bio's quadrivalent influenza vaccine has passed the preliminary review for inclusion in the national commercial health insurance innovative drug directory [11] - BeiGene anticipates that its drug Sotucumab will receive its first global approval by the end of 2026, with multiple milestone events expected soon [12] Public Sentiment Alerts - The re-registration application for Green Valley Pharmaceutical's mannitol sodium capsules has not been approved, indicating ongoing challenges for this controversial Alzheimer's drug [14] Shareholder Activities - Former Vice Chairman of Zhaoyan New Drug plans to reduce his holdings by up to 352.45 million shares due to personal financial needs, representing 0.4703% of the company's total share capital [15]

Group 1: Industry Developments - Shanghai has initiated the online listing for the first batch of traditional Chinese medicine centralized procurement expansion, with the application period from August 12 to August 29, 2025 [1] - The Shanghai Market Supervision Administration reported a significant decline in the illegal rate of medical advertisements over the past five years, dropping from 3.89% in 2020 to 1.57% in 2024, a decrease of approximately 60% [2] - The first FDA-approved treatment for non-cystic fibrosis bronchiectasis (NCFB), Brinsupri, has been announced by Insmed, marking a significant milestone in the treatment options available for this condition [3] - The National Medical Products Administration has received a market application for the intraocular injection of Bevacizumab, indicating progress in ophthalmic drug development [4] - Heng Rui Medicine has received approval for clinical trials of its innovative drug SHR-A2102 for the treatment of recurrent/metastatic head and neck squamous cell carcinoma [5] Group 2: Capital Market Activities - Inokang Medical Technology has started the listing guidance process with Huatai Securities, indicating its intention to go public [6] - Rejuvenation Bio announced a capital increase of 100 million yuan for its subsidiary, Shun Jing Biomedical Technology, with a share price set at 25 yuan per registered capital [7] - Innovation Medical holds a 40% stake in Bole Brain Machine, which focuses on core technology research and product design in the medical rehabilitation field [8] Group 3: Vaccine and Pharmaceutical Developments - Zhifei Biological has completed the first nationwide vaccination for its quadrivalent influenza vaccine, showcasing advancements in vaccine distribution [9] - Zhonghui Bio's quadrivalent influenza vaccine has passed the preliminary review for inclusion in the national commercial health insurance innovative drug directory [10] - BeiGene anticipates that its drug Sotukimab will receive its first global approval by the end of 2026, with multiple clinical trials underway [11] Group 4: Regulatory and Market Challenges - The re-registration application for Green Valley Pharmaceutical's mannitol sodium capsules has not been approved, posing challenges for this controversial Alzheimer's drug [12] - There have been reports of supply shortages and rising prices for the mannitol sodium capsules, indicating market pressures and patient access issues [13] - Zhaoyan New Drug's former vice chairman plans to reduce his holdings by up to 352,450 shares, reflecting personal financial needs [14]

Core Viewpoint - The announcement details a capital increase and related party transaction involving Beijing Hotgen Biotech Co., Ltd. and its associate company, Beijing Shunjing Biomedical Technology Co., Ltd., with a total investment of 100 million yuan [2][5]. Summary by Sections 1. Overview of Capital Increase and Related Party Transaction - The capital increase is priced at 25 yuan per registered capital, raising the registered capital of Shunjing Biomedical from 72 million yuan to 76 million yuan [2][5]. - After the capital increase, the company's equity stake in Shunjing Biomedical will decrease from 45.5833% to 43.1842% [2][5]. 2. Related Party Transactions - Lin Changqing, the controlling shareholder and actual controller of the company, is also the legal representative and chairman of Shunjing Biomedical, making this transaction a related party transaction [3][6]. - The transaction has been approved by the company's independent directors and board of directors, with Lin Changqing abstaining from the vote [3][14][15]. 3. Financial Data of the Target Company - As of June 30, 2025, Shunjing Biomedical reported a net loss of 30.4727 million yuan, indicating ongoing financial challenges [18]. 4. Necessity and Impact of the Capital Increase - The capital increase is aimed at supporting the research and development of innovative drugs at Shunjing Biomedical, which is aligned with the company's long-term strategic goals [13]. - The transaction is expected to enhance the company's long-term investment returns without significantly impacting its financial status or operational performance [13]. 5. Pricing of the Capital Increase - The capital increase is based on fair negotiation, considering the target company's R&D capabilities and future profitability potential, with a total investment of 100 million yuan [11].

值得注意的是，跌幅榜前十中，仅海兴电力（603556.SH）、保变电气（600550.SH）两家为非ST公 司，其中区间跌幅分别为37.6%、31.3%。海兴电力财报显示，公司2025年一季度营收与净利润均同比 出现下滑，公司毛利率亦同步下滑。 | | | 较2024年9月24 | | | --- | --- | --- | --- | | 证券代码 | 证券名称 | 日开盘涨跌幅 | 所属申万行业 | | 600200.SH | *ST苏吴 | -87.8% | 医药生物 | | 300280.SZ | *ST紫天 | -77.8% | 传媒 | | 603398.SH | *ST沐邦 | -60.0% | 电力设备 | | 000736.SZ | *ST中地 | -58.2% | 房地产 | | 300379.SZ | *ST东通 | -47.3% | 计算机 | | 000004.SZ | *ST国非 | -45.7% | 计算机 | | 000627.SZ | *ST天茂 | -38.0% | 非银等部 | | 603556.SH | 海兴电力 | -37.6% | 电力设备 | | 000488.S ...

Core Insights - The core viewpoint of the news is the performance and holdings of the Agricultural Bank of China Healthcare Stock Fund, which has shown significant growth in recent months and has a diversified portfolio in the healthcare sector [1]. Fund Performance - The latest net value of the Agricultural Bank of China Healthcare Stock Fund is 1.9462 yuan, reflecting a growth of 2.54% [1]. - The fund's return over the past month is 11.14%, ranking 101 out of 333 in its category [1]. - Over the last six months, the fund has achieved a return of 46.50%, ranking 10 out of 327 [1]. - Year-to-date, the fund has returned 42.73%, ranking 18 out of 327 [1]. Fund Holdings - The top ten holdings of the Agricultural Bank of China Healthcare Stock Fund account for a total of 51.10% of the portfolio, with the following key positions: - Heng Rui Medicine: 8.16% - Zai Lab: 7.99% - Xin Li Tai: 5.84% - Hotgen Biotech: 5.63% - Kelun Pharmaceutical: 5.02% - HAOYOBIO: 4.36% - BeiGene: 3.61% - Eucure Biopharma: 3.58% - Aosaikang: 3.52% - Bide Pharmaceutical: 3.39% [1]. Fund Background - The Agricultural Bank of China Healthcare Stock Fund was established on February 10, 2015, and as of June 30, 2025, it has a total scale of 1.441 billion yuan [1]. - The fund manager is Meng Yuan, who has a master's degree and has held various positions in the financial industry, including roles at Bank of China Fund Management and Agricultural Bank of China Asset Management [1].

证券代码：688068 证券简称：热景生物 公告编号：2025-057 北京热景生物技术股份有限公司 关于参股公司增资暨关联交易的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 山证创新投资有限公司（以下简称 "山证创新"）、 海南树泽投资有 限公司（以下简称"海南树泽"）、北京市大兴区人才科创基金合伙企业（有限 合伙）（以下简称"人才科创"）、林长青，拟共同以现金对北京热景生物技术 股份有限公司（以下简称"公司"、"热景生物"）参股公司北京舜景生物医药 技术有限公司（以下简称"舜景医药"）进行增资，增资价格为 25 元/注册资本， 增资总金额为 10,000 万元。本次增资完成后，舜景医药的注册资本将由原 7,200 万元增加至 7,600 万元。公司拟放弃本次增资的优先认购权。 本次增资完成后，公司持有舜景医药的股权比例由 45.5833%下降至 43.1842%，舜景医药仍为公司重要的参股公司，不纳入公司合并报表范围。 林长青先生系公司控股股东、实际控制人、董事长和总经理，并担任舜 景医药法定代 ...

Core Viewpoint - The company, Hotgen Biotech (688068.SH), has approved a capital increase for its associate company, Shunjing Pharmaceutical, through a board meeting held on August 12, 2025, involving a total investment of 100 million yuan [1] Group 1: Capital Increase Details - The capital increase will be priced at 25 yuan per registered capital, raising Shunjing Pharmaceutical's registered capital from 72 million yuan to 76 million yuan [1] - After the capital increase, the company's equity stake in Shunjing Pharmaceutical will decrease from 45.5833% to 43.1842% [1] - The company has decided to waive its preferential subscription rights for this capital increase [1] Group 2: Related Party Transactions - Shunjing Pharmaceutical is an associate company in which the company holds a 45.5833% stake [1] - Lin Changqing, the company's controlling shareholder and actual controller, is also the legal representative and chairman of Shunjing Pharmaceutical, indicating a related party relationship [1] - The company's decision to waive its preferential subscription rights constitutes a related party transaction under the Shanghai Stock Exchange's regulations [1]

Core Viewpoint - E Fund Healthcare Industry Mixed A Fund (110023) has shown significant performance with a recent net value of 4.5530 CNY, despite a slight decline of 1.73% [1] Performance Summary - The fund's one-month return is 12.81%, ranking 628 out of 4566 in its category [1] - Over the past six months, the fund has achieved a return of 48.74%, ranking 108 out of 4413 [1] - Year-to-date, the fund's return stands at 49.47%, with a ranking of 158 out of 4375 [1] Holdings Summary - The top ten stock holdings of E Fund Healthcare Industry Mixed A account for a total of 58.14%, with the following key positions: - Heng Rui Medicine: 7.39% - Rejing Biology: 7.00% - Xinlitai: 6.73% - BeiGene-U: 6.47% - Haizhi Science: 6.00% - Nocren Health-U: 5.21% - Yipinhong: 5.08% - Kelun Pharmaceutical: 5.07% - Shutaishen: 5.05% - Baili Tianheng: 4.14% [1] Fund Details - E Fund Healthcare Industry Mixed A was established on January 28, 2011, and as of June 30, 2025, it has a total scale of 3.944 billion CNY [1] - The fund manager is Yang Zhenshao, who holds a PhD in Science and has experience as an investment manager, industry researcher, and assistant fund manager at E Fund [1]