Market Performance - The medical services sector increased by 2.52% on February 3, with Norsig leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up by 1.29%, while the Shenzhen Component Index closed at 14127.1, up by 2.19% [1] Top Gainers in Medical Services - Norsig (301333) closed at 78.98, up by 8.76% with a trading volume of 43,200 shares and a transaction value of 332 million [1] - Yinos (688710) closed at 61.07, up by 7.52% with a trading volume of 17,400 shares and a transaction value of 10.4 million [1] - Dean Diagnostics (300244) closed at 24.73, up by 6.69% with a trading volume of 447,200 shares and a transaction value of 1.084 billion [1] Market Capital Flow - The medical services sector saw a net inflow of 506 million from institutional investors, while retail investors experienced a net outflow of 4.12 billion [2][3] - The top stocks with significant institutional inflows included Tiger Medical (300347) with 103 million and Meinian Health (002044) with 86 million [3] Stock Performance Overview - The stock performance of various companies in the medical services sector showed a mix of gains and losses, with notable declines in stocks like Haocen Medical (002622) down by 1.97% [2] - The trading volume and transaction values varied significantly across different companies, indicating diverse investor interest [2]

Investment Rating - The investment rating for the healthcare industry is "Positive" and maintained [14] Core Insights - The funding levels for Chinese innovative pharmaceutical companies are increasing, leading to a gradual improvement in the research and development (R&D) investment sentiment within the industry. This is expected to usher in a new cycle of prosperity for the innovative drug industry chain [5][12] - The trend of external business development (BD) is likely to benefit the domestic early-stage research industry significantly, as new business models allow early-stage projects to become tradable and monetizable assets, enhancing R&D investment returns [13] Summary by Sections Innovative Chain Development Review - Before 2020, multiple factors converged to initiate a significant rise in China's innovative drug sector, leading to the rapid development of the innovative chain, including CXO and life sciences services [10][30] - From 2020 to the first half of 2022, the global public health crisis accelerated capital inflow into the biopharmaceutical sector, resulting in high demand and a leap in the innovative chain segment, which also triggered a wave of IPOs and substantial supply-side expansion [10][39] - The second half of 2022 to 2024 saw a transition from a heated to a cooling phase, with a significant shift in supply-demand dynamics leading to industry internal competition and pressure on revenues and profit margins [10][54][57] Improvement in R&D Investment Sentiment - Starting from 2025, the R&D investment sentiment in China's innovative drug sector is expected to improve, with companies experiencing increased funding levels. The total amount raised through IPOs and additional offerings in 2025 is projected to reach 201.5 billion yuan, a 145% year-on-year increase [11][62] - The potential milestone payments from external BD are expected to reach 880.5 billion yuan in 2025, marking a 185.9% year-on-year increase, indicating a robust funding environment for innovative drug companies [11] Benefits to Early-stage Research Industry - The new external BD business model enhances the R&D investment return rates for Chinese innovative drug companies, thereby increasing their willingness to invest in R&D [11][13] - The early-stage research industry, including drug discovery CROs and clinical trial services, is expected to benefit significantly from the external BD trend, with leading companies in these segments poised for rapid growth [13]

| Public Prices were 1 kid LPS L | | | | | | | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | 奥出营业部 是否为专场 | | 026-02-02 | 毕得医药 | 688073 | 48 206.88 4.31 | 公司可能提高品 | Ki 發動產品 | 2月2日，毕得医药大宗交易成交4.31万股，成交额206.88万元，占当日总成交额的2.04%，成交价48 元，较市场收盘价58.28元折价17.64%。 ...

证券之星消息，1月30日医疗服务板块较上一交易日下跌1.77%，毕得医药领跌。当日上证指数报收于 4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。医疗服务板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从资金流向上来看，当日医疗服务板块主力资金净流出11.47亿元，游资资金净流入3.55亿元，散户资金 净流入7.92亿元。医疗服务板块个股资金流向见下表： ...

上海毕得医药科技股份有限公司 2026 年第一次临时股东会会议资料 上海毕得医药科技股份有限公司 2026 年第一次临时股东会会议资料目录 | 2026 | 年第一次临时股东会会议须知 | 1 | | --- | --- | --- | | 2026 | 年第一次临时股东会会议议程 | 3 | | 2026 | 年第一次临时股东会会议议案 | 4 | | | 议案一：关于修订《董事、高级管理人员薪酬管理制度》的议案 4 | | 上海毕得医药科技股份有限公司 2026 年第一次临时股东会会议资料 证券代码：688073 证券简称：毕得医药 上海毕得医药科技股份有限公司 2026 年第一次临时股东会会议资料 2026 年 2 月 上海毕得医药科技股份有限公司 2026 年第一次临时股东会会议资料 上海毕得医药科技股份有限公司 2026 年第一次临时股东会会议须知 为维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证股东 会如期、顺利进行，根据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司股东会规则》以及《上海毕得医药科技股份有限公司章程》等相关规 定，上海毕得医药科技股份有限公司（以下简称 ...

Group 1 - The core business of Shanghai Bid Pharma focuses on the front end of new drug research and development, providing innovative drug molecular building blocks and scientific reagents [2] - As of September 30, 2025, Bid Pharma achieved operating revenue of 979 million yuan, a year-on-year increase of 20.67%, and a net profit attributable to shareholders of 120 million yuan, up 42.79% year-on-year [2] - The company has distributed a total of 258 million yuan in dividends since its A-share listing [3] Group 2 - As of January 26, 2025, Bid Pharma's financing balance is 33.27 million yuan, accounting for 1.09% of its market capitalization, which is below the 30th percentile level over the past year [1] - On January 26, 2025, Bid Pharma had a net financing buy of -347,900 yuan, with a financing buy of 477,400 yuan and a financing repayment of 512,190 yuan [1] - The company has a total of 3,493 shareholders as of September 30, 2025, a decrease of 7.64% from the previous period, while the average circulating shares per person increased by 8.27% to 12,377 shares [2][3]

证券代码：688073 证券简称：毕得医药 公告编号：2026-004 上海毕得医药科技股份有限公司 股东减持计划完成暨减持股份结果公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 本次股份减持计划实施前，上海毕得医药科技股份有限公司（以下简称"毕 得医药"或"公司"）控股股东、实际控制人兼公司董事长、总经理戴岚女士持 有公司股份 29,664,719 股，占公司股份总数的 32.64%，其中 29,515,884 股为有 限售条件流通股，148,835 股为无限售条件流通股。 公司于 2025 年 11 月 26 日在上海证券交易所网站（www.sse.com.cn）披露 了《股东减持股份计划公告》（公告编号：2025-088）。因自身资金需要，戴岚女 士计划根据市场情况于减持计划披露之日起 15 个交易日后的 3 个月内通过集中 竞价交易方式减持其通过二级市场集中竞价交易取得的公司股份，减持数量不超 过 148,835 股，即不超过公司总股本的 0.16%。减持价格将 ...

关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证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： 2026年第一次临时股东会 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026年2月9日 证券代码：688073 证券简称：毕得医药 公告编号：2026-005 上海毕得医药科技股份有限公司 （二）股东会召集人：董事会 （三）投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合的方式 （四）现场会议召开的日期、时间和地点 召开日期时间：2026年2月9日 9点30分 召开地点：上海市杨浦区翔殷路999号3幢6层会议室 （五）网络投票的系统、起止日期和投票时间 至2026年2月9日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东会召开当日的交易时间 段，即9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东会召开当日的9:15- 15:00。 （六）融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资融 ...

Core Viewpoint - The company emphasizes its commitment to a global development strategy, with the EU region being a key area for overseas operations [1] Group 1: Business Strategy - The company has established and operates a mature regional center in Germany, enhancing local service capabilities and customer response efficiency [1] - The EU region is a significant source of overseas revenue and supports the sustainable and healthy development of the company's international business [1] Group 2: Sales Model - The company adopts a direct sales model in major global markets, including the EU, allowing it to directly serve local customers [1] - This approach enables the company to deeply understand market demands and provide efficient, professional pre-sales, sales, and post-sales services [1] - The company aims to build strong customer relationships and enhance brand influence through its direct engagement strategy [1]

格隆汇1月23日丨毕得医药(688073.SH)公布，本次股份减持计划实施前，公司控股股东、实际控制人兼 公司董事长、总经理戴岚女士持有公司股份2966.47万股，占公司股份总数的32.64%。2026年1月23日， 公司收到戴岚女士出具的《股份减持结果告知函》，本次通过集中竞价方式累计减持公司股份14.88万 股，占公司总股本0.16%，本次减持计划已实施完毕。 ...