板块涨幅居前的十大牛股分别是：阳光诺和（5.1%）、毕得医药（1.52%）、昭衍新药（0.88%）、药 康生物（0.85%）、诺泰生物（0.79%）、泓博医药（0.77%）、百诚医药（0.61%）、联化科技 （0.47%）、昊帆生物（0.45%）、泰格医药（0.4%）、美迪西（0.3%）、金凯生科（0.06%）、皓元医 药（0.05%）、迦南科技（0.0%）、睿智医药（0.0%）、太龙药业（-0.18%）、成都先导（-0.2%）、 义翘神州（-0.23%）、百花医药（-0.28%）、凯莱英（-0.33%） 本文源自：金融界 序代码股票名称现价涨跌幅主力资金净额主力资金净占比1300630普利退0.82-8.89-415.18 万-16.232301520万邦医药38.8-2.56-119.21万-1.503300759康龙化成22.41-2.52-2033.75万-4.674603739蔚 蓝生物13.6-1.73-655.01万-4.535603229奥翔药业8.13-1.69-488.23万-7.946000739普洛药业13.81- 1.642593.46万12.907688238和元生物5.71-1. ...

证券代码：688073 证券简称：毕得医药 公告编号：2025-058 上海毕得医药科技股份有限公司 关于聘任董事会秘书的公告 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法律责任。 上海毕得医药科技股份有限公司（以下简称"公司"）董事会于2025年5月19 日召开了第二届董事会第二十二次会议，审议通过了《关于聘任公司高级管理人 员的议案》。经公司董事长提名，董事会提名委员会资格审核，董事会同意聘任 王轩女士（简历见附件）担任公司董事会秘书职务，任期自第二届董事会第二十 二次会议审议通过之日起至第二届董事会任期届满之日止。 特此公告。 上海毕得医药科技股份有限公司董事会 2025 年 5 月 20 日 1 附件：王轩简历 王轩：女，1985 年出生，中国国籍，拥有加拿大永久居留权，厦门大学经 济学硕士学历。具有较为丰富的资本市场工作经验，曾就职于中信建投证券股份 有限公司投资银行部，任高级副总裁、保荐代表人、内核委员；2025 年 2 月至 今任上海毕得医药科技股份有限公司投资者关系总监。 截至本公告披露日，王轩女士未直接或间接持有公 ...

证券代码：688073 证券简称：毕得医药 公告编号：2025-057 上海毕得医药科技股份有限公司 以集中竞价交易方式回购股份比例达总股本 2% 暨回购进展公告 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法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/2/8 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 2 月 8 | 24 | 日~2025 | 年 | 月 | 23 | 日 | | 预计回购金额 | 5,000万元~10,000万元 | | | | | | | | 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 | 1,817,750股 | | | | | | | | 累计已回购股数占总股本比例 | 2.00% | | | | | | | | 累计 ...

Core Viewpoint - The company announced a share repurchase plan, indicating confidence in its financial health and future prospects [1] Summary by Relevant Sections Share Repurchase Details - The company repurchased a total of 1.8178 million shares from February 24, 2025, to August 23, 2025, which represents 2.00% of its total share capital [1] - The repurchase price ranged from 37.47 yuan per share to 53.3 yuan per share [1] - A total of 82.031 million yuan was used for the repurchase, excluding transaction fees [1] Compliance and Regulations - The repurchase was conducted in accordance with relevant laws and regulations, as well as the company's repurchase plan [1]

（一）经与会董事和记录人签字确认并加盖董事会印章的股东大会决议； （二）经见证的律师事务所主任签字并加盖公章的法律意见书； | 证券代码：688073 公告编号：2025-056 证券简称：毕得医药 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 上海毕得医药科技股份有限公司 | | | | | | | | | | 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： | | | | | | | | | | 本次会议是否有被否决议案：无 | | | | | | | | ? | | 会议召开和出席情况 | | | | | | | | 一、 | | 股东大会召开的时间：2025 年 5 月 14 日 | | | | | | | | （一） | | 股东大会召开的地点：上海市杨浦区翔殷路 999 号 3 幢 | 6 | | 层会议室 | | ...

证券代码：688073 证券简称：毕得医药 公告编号：2025-056 上海毕得医药科技股份有限公司 2024年年度股东大会决议公告 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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 5 月 14 日 （二） 股东大会召开的地点：上海市杨浦区翔殷路 999 号 3 幢 6 层会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 36 | | --- | --- | | 普通股股东人数 | 36 | | 2、出席会议的股东所持有的表决权数量 | 53,744,893 | | 普通股股东所持有表决权数量 | 53,744,893 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 62.0525 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 62.0525 | （四） ...

北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 北京国枫律师事务所 关于上海毕得医药科技股份有限公司 2024 年年度股东大会的 法律意见书 国枫律股字[2025]A 0180 号 致：上海毕得医药科技股份有限公司（贵公司） 北京国枫律师事务所（以下简称"本所"）接受贵公司的委托，指派律师出席并见 证贵公司 2024 年年度股东大会（以下简称"本次会议"）。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下简称 "《股东会规则》"）、《律师事务所从事证券法律业务管理办法》（以下简称"《证券法律 业务管理办法》"）、《律师事务所证券法律业务执业规则（试行）》（以下简称"《证券法 律业务执业规则》"）等相关法律、行政法规、规章、规范性文件及《上海毕得医药科技 股份有限公司章程》（以下简称"《公司章程》"）的规定，就本次会议的召集与召开程序、 召集人资格、出席会议人员资格、会议表决程序及表决结果等事宜，出具 ...

Core Viewpoint - Bidder Pharmaceutical, established in 2007, provides specialized and efficient drug molecular building blocks and scientific reagent products and services for new drug research and development. The company focuses on a "more, faster, better, cheaper" core advantage and employs a model of "horizontal expansion of product variety + vertical deepening of advantageous product lines" to serve the new drug development industry chain [2][3]. Industry Overview - Domestic market demand is recovering, with a pressing need for domestic alternatives. Research funding continues to grow, and policies such as U.S. tariffs are pushing downstream sectors to seek domestic alternatives, creating market expansion opportunities for local manufacturers [2][36]. - Overseas demand is rebounding, with a need for breakthroughs in the market. Since the second half of 2023, investment amounts in U.S. biopharmaceuticals have shown improvement, indicating increased demand from overseas pharmaceutical companies and CROs [2][36]. Company Performance - Bidder Pharmaceutical has expanded its inventory to 130,000 types of stock products, offering over 500,000 novel and multifunctional drug molecular building blocks to meet downstream demands [2][82]. - The company has increased its R&D investment, with some products reaching international advanced levels while maintaining price advantages. R&D expenses grew from 13.83 million yuan in 2018 to 59.05 million yuan in 2024, with a CAGR of 27.37% [2][86]. - Bidder's overseas revenue for 2024 is projected to be 616 million yuan, with a gross margin of 50.40%, significantly higher than domestic margins. The company has achieved a CAGR of 43.52% in revenue from 2018 to 2024 [2][82]. - The company is transitioning towards high-quality development, with revenue expected to return to high growth and significant profit elasticity in the future [2][82]. Product Offering - The main products include drug molecular building blocks, which can be subdivided into heterocyclic compounds, aromatic compounds, and aliphatic compounds, as well as scientific reagents essential for new drug development [2][6][7]. - The company currently has 128,000 types of stock products, capable of providing over 500,000 novel and multifunctional drug molecular building blocks to meet the high-tech, multi-category, small dosage, and frequent demand from downstream clients [2][6]. Competitive Landscape - The global market for drug molecular building blocks is estimated to reach $21.8 billion in 2024, primarily dominated by foreign companies. Domestic companies, while competitive in niche areas, still lag significantly in overall scale and market share compared to international giants [2][77][80]. - Bidder Pharmaceutical's pricing for some common reagents is only 1/5 to 1/10 of that of international leader Sigma-Aldrich, with purity indicators meeting international advanced levels, positioning the company favorably in the context of accelerating domestic substitution [2][90].

| 回购方案首次披露日 | 2025/2/8 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 2 月 8 | 24 | 日~2025 | 年 | 月 | 23 日 | | 预计回购金额 | 5,000万元~10,000万元 | | | | | | | 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 | 1,668,508股 | | | | | | | 累计已回购股数占总股本比例 | 1.84% | | | | | | | 累计已回购金额 | 75,802,230.68元 | | | | | | | 实际回购价格区间 | 37.47元/股~53.30元/股 | | | | | | 证券代码：688073 证券简称：毕得医药 公告编号：2025-055 上海毕得医药科技股份有限公司 关于股份回购进展公告 本公司董事会及全体董事保证本公告内容不存 ...

Core Insights - The recent developments in the restaurant industry indicate a potential increase in IPO activity, with companies like Hu Shang A Yi and Green Tea Group moving towards public listings, suggesting a competitive landscape ahead for 2025 [1] - Despite the IPO enthusiasm, the financial performance of many listed restaurant companies has been disappointing, with over half reporting a decline in net profits for 2024 [1][2] - Notably, companies like Nayuki and Xiaobawang have faced significant losses, with Nayuki's net profit plummeting from a profit of 0.21 billion in 2023 to a loss of 9.19 billion in 2024, marking its largest loss since going public [1][2] Industry Performance - The restaurant IPO market has seen a surge, with brands like Lao Xiang Ji and Yu Jian Xiao Mian also preparing for listings, indicating a robust interest in capital markets [1] - However, the overall financial health of the industry is concerning, as a report on 20 listed restaurant companies revealed that more than half experienced a decline in net profits, with six companies reporting losses exceeding 100% [1] - Specific companies like Wei Qian (China) and Helen's have also reported significant losses, with Wei Qian's net loss reaching 0.2 billion, a 111.17% decline year-on-year [2] Company Strategies - In response to the challenging market conditions, many restaurant companies are adjusting their expansion strategies, slowing down new store openings, and closing underperforming locations [6] - For instance, Jiao Bu Jiao has reduced its new store openings to 150 in 2024, closing 69 stores, resulting in a net increase of only 81 stores, significantly lower than the previous year's 170 [6] - Similarly, Jiao Bu Jiao closed 138 stores while opening only 65, leading to a reduction in total stores from 833 to 760 [6] Market Challenges - The restaurant industry is facing challenges such as shrinking consumer demand and oversupply, leading to increased competition and price wars [4] - Companies like Jiao Bu Jiao have attempted to adjust their pricing strategies, but these efforts have not resulted in sustained growth, as evidenced by a 23.3% decline in same-store sales despite a reduction in menu prices [4] - The tea beverage segment is also experiencing difficulties, with brands like Gu Ming and Cha Bai Dao seeing significant reductions in new store openings and increased closures, indicating a cautious approach from franchisees [7]