Market Overview - The animal health sector increased by 0.65% on August 4, with BioShares leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Stock Performance - BioShares (600201) closed at 8.75, rising by 2.70% with a trading volume of 327,100 shares and a turnover of 280 million yuan [1] - Jinhe Biology (002688) closed at 7.34, up 2.51%, with a trading volume of 666,900 shares and a turnover of 485 million yuan [1] - Ruipu Biology (300119) closed at 21.58, increasing by 1.27%, with a trading volume of 72,800 shares and a turnover of 155 million yuan [1] - KQ Biology (688526) closed at 17.00, up 1.01%, with a trading volume of 29,600 shares and a turnover of 49.88 million yuan [1] - Other notable stocks include Dayu Biology (871970) at 10.40 (+0.97%) and Zeng Caike (603566) at 15.00 (+0.87%) [1] Capital Flow - The animal health sector saw a net inflow of 68.12 million yuan from institutional investors, while retail investors experienced a net outflow of 58.45 million yuan [2] - The main capital inflow and outflow for specific stocks include: - Jinhe Biology: 70.12 million yuan inflow from main investors, 33.36 million yuan outflow from retail investors [3] - BioShares: 15.45 million yuan inflow from main investors, 8.61 million yuan outflow from retail investors [3] - Shilian Biology (688098): 3.79 million yuan inflow from main investors, 27.89 million yuan outflow from retail investors [3]

Group 1 - Pharmaceutical stocks continued to decline in early trading, with companies like Kexing Pharmaceutical and Bioventure dropping over 11% [1] - Other companies such as Aoxiang Pharmaceutical, Shenlian Biological, Anke Biotechnology, Zhongsheng Pharmaceutical, and Haichuang Pharmaceutical experienced declines of over 6% [1]

Core Viewpoint - Shanyuan Biological has shown significant financing activity with a net buy of 14.68 million yuan last week, indicating investor interest and potential growth in the biopharmaceutical sector [1] Financing Activity - Shanyuan Biological recorded a total financing buy of 57.79 million yuan and repayment of 43.11 million yuan last week [1] - The company ranked 491st in terms of net financing buy across the market [1] Capital Flow - Over the past 5 days, the main capital inflow into Shanyuan Biological was 71.45 million yuan, with a price increase of 13.32% [1] - In the last 10 days, the capital inflow was 71.48 million yuan, reflecting a price increase of 10.0% [1] Company Profile - Shanyuan Biological Pharmaceutical (Shanghai) Co., Ltd. was established in 2001 and is located in Shanghai, primarily engaged in the pharmaceutical manufacturing industry [1] - The company has a registered capital of 410.644 million yuan and a paid-in capital of 316.897548 million yuan [1] - The legal representative of the company is Nie Dongsheng [1] Investment and Intellectual Property - Shanyuan Biological has invested in 7 external companies and participated in 1,602 bidding projects [1] - The company holds 31 trademark registrations and 143 patents, along with 54 administrative licenses [1]

Group 1 - The company, Shenlian Biopharmaceutical, announced the successful integration of self-assembling nanoparticle technology with circular mRNA technology to develop the world's first circular mRNA vaccine for swine fever, achieving significant progress [1] - The research results have been published in the internationally recognized immunology journal, "Frontiers in Immunology," indicating the credibility and scientific validation of the findings [1] - The new vaccine is expected to innovate in both antibody persistence and production cost, providing a novel solution for swine fever purification [1] Group 2 - The traditional swine fever E2 subunit vaccine has been crucial in swine fever purification due to its excellent biosafety characteristics and the ability to distinguish between infected and immune animals, but high production costs have limited its widespread application [1] - The company has developed a new generation of swine fever E2 glycoprotein vaccine using a self-built mRNA-LNP technology platform, which combines high immunogenicity with cost-effectiveness [1] - The research team compared different cationic lipid formulations in cmRNA-LNP preparations, finding that the AX4-LNP formulation induced superior cellular and humoral immunity compared to other cationic lipids [1] Group 3 - The study successfully constructed a modular cmRNA-LNP platform integrated with mi3 nanoparticles, overcoming the technical limitations of traditional subunit vaccines and achieving synergistic enhancement of humoral and cellular immunity [2] - This technology not only provides a new generation solution for the development of swine viral vaccines but also has the potential to be expanded to other animal disease vaccines [2]

8月1日申联生物(688098)收盘价8.48元，收盘涨停，全天换手率7.26%，振幅20.11%，成交额2.41亿元。 科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 资金流向方面，该股今日全天主力资金净流入5780.88万元。（数据宝） 申联生物8月1日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 华鑫证券有限责任公司上海云锦路证券营业部 | 2975.55 | | 甬兴证券有限公司宁波和源路证券营业部 | 1800.98 | | 国泰海通证券股份有限公司上海浦东新区福山路证券营业部 | 1045.16 | | 华泰证券股份有限公司江西分公司 | 827.08 | | 开源证券股份有限公司西安西大街证券营业部 | 758.71 | | 卖出营业部名称 | 卖出金额(万元) | | 机构专用 | 1666.89 | | 中信建投证券股份有限公司广西分公司 | 805.60 | | 国泰海通证券股份有限公司临沂沂蒙路证券营业部 | 424.00 | | 上海证券有限责任公司宝山友谊路证券营业部 | 351.97 | | 机构专用 | 301.87 | （ ...

截至8月1日收盘，动物疫苗概念上涨2.22%，位居概念板块涨幅第1，板块内，13股上涨，申联生物20% 涨停，永顺生物、科兴制药、金河生物等涨幅居前，分别上涨6.32%、4.08%、3.32%。跌幅居前的有国 药现代、生物股份、中牧股份等，分别下跌0.70%、0.58%、0.52%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 动物疫苗 | 2.22 | 中船系 | -2.54 | | DRG/DIP | 1.87 | 兵装重组概念 | -1.90 | | BC电池 | 1.71 | 国产航母 | -1.45 | | 禽流感 | 1.62 | 民爆概念 | -1.19 | | ERP概念 | 1.61 | 可燃冰 | -1.14 | | 医疗废物处理 | 1.61 | 国家大基金持股 | -0.86 | | TOPCON电池 | 1.53 | 足球概念 | -0.78 | | 烟草 | 1.53 | 稀土永磁 | -0.73 | | 医药电商 | 1.51 | 中字头股票 | -0.73 | | MLOp ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002868 | *ST绿康 | 26.53 | -4.91% | 2.94万 | 7940.17万 | | | 600201 | 生物股份 | 8.52 | -0.58% | 24.78万 | | 2.12亿 | | 600195 | 中牧股份 | 7.60 | -0.52% | 11.37万 | 8684.99万 | | | 688526 | 科前生物 | 16.83 | 0.12% | 2.68万 | 4545.18万 | | | 603566 | 普莱柯 | 14.87 | 0.41% | 4.54万 | 6795.60万 | | | 871970 | 大禹生物 | 10.30 | 0.49% | 3.25万 | 3391.36万 | | | 002141 | 贤丰控股 | 3.64 | 0.55% | 16.94万 | 6146.30万 | | | 300119 | 瑞普生物 | 21.31 | 0.85% | 8.70万 ...

Core Viewpoint - The A-share market has seen a strong performance in the biopharmaceutical sector, particularly in vaccine stocks, driven by the release of the 2025 treatment plan for Chikungunya virus, highlighting the lack of available vaccines in China [1][2] Group 1: Market Performance - Shenyuan Biological (申联生物) rose by over 10%, with a year-to-date increase of 42.60% and a market capitalization of 3.203 billion [2] - Global Printing (环球印务) increased by 9.96%, with a market cap of 3.252 billion and a year-to-date rise of 34.04% [2] - Guanhao Biological (冠昊生物) saw a 7.70% increase, with a market cap of 4.969 billion and a year-to-date increase of 55.65% [2] - Sealy Medical (塞力医疗) rose by 5.60%, with a market cap of 6.055 billion and an impressive year-to-date increase of 339.06% [2] - Other notable performers include Kanglao Weishi (康乐卫士) up 4.98%, Jinhai Biological (金河生物) up 4.62%, and Weilan Biological (蔚蓝生物) up 4.41% [1][2] Group 2: Regulatory and Health Measures - The 2025 Chikungunya virus treatment plan emphasizes preventive measures such as eliminating mosquito breeding sites and using repellents [1] - Travelers to Chikungunya endemic areas are advised to enhance their preventive awareness to avoid infection [1] - Currently, there is no available vaccine for the Chikungunya virus in China, indicating a potential market opportunity for vaccine development [1]

融资融券数据显示，该股最新（7月31日）两融余额为1.08亿元，其中，融资余额为1.08亿元，较上一个 交易日增加734.73万元，增幅为7.28%；近10日两融余额合计减少832.80万元，降幅为7.14%，其间融资 余额下降7.14%。（数据宝） 8月1日盘中科创板股申联生物涨停，截至09:49，股价报8.48元，成交1.37亿元，换手率4.25%，振幅 20.08%。 科创板个股中，截至发稿上涨的共有420只，涨幅在5%以上的共有17只，涨幅较高的有申联生物、瑞可 达、悦康药业等，分别上涨19.94%、18.23%、12.32%，下跌的有159只，跌幅较大的有*ST天微、佳驰 科技、东芯股份，分别下跌6.89%、5.49%、3.94%。 资金面上，申联生物上一交易日主力资金净流入446.54万元，近5日净流入565.62万元。 （文章来源：证券时报网） ...

Core Viewpoint - The A-share market has seen a strong performance in the biopharmaceutical sector, particularly in vaccine stocks, driven by the release of the 2025 treatment plan for Chikungunya virus, which has heightened awareness and demand for related medical solutions [1][2]. Group 1: Stock Performance - Shenyuan Biological (申联生物) rose by 10.33%, with a market capitalization of 3.203 billion [2] - Global Printing (环球印务) increased by 9.96%, with a market capitalization of 3.252 billion [2] - Guanhao Biological (冠昊生物) saw a rise of 7.70%, with a market capitalization of 4.969 billion [2] - Seer Medical (塞力医疗) grew by 5.60%, with a market capitalization of 6.055 billion [2] - Kanglao Guardian (康乐卫士) increased by 4.98%, with a market capitalization of 4.793 billion [2] - Jinhai Biological (金河生物) rose by 4.62%, with a market capitalization of 5.594 billion [2] - Weilan Biological (蔚蓝生物) increased by 4.41%, with a market capitalization of 3.831 billion [2] - Yongshun Biological (永顺生物) rose by 3.94%, with a market capitalization of 2.742 billion [2] - Dezhan Health (德展健康) increased by 3.51%, with a market capitalization of 10.5 billion [2] - Junzheng Group (君正集团) rose by 3.37%, with a market capitalization of 46.6 billion [2] - Kanghua Biological (康华生物) increased by 3.19%, with a market capitalization of 10.4 billion [2] Group 2: Market Context - The 2025 version of the Chikungunya virus treatment plan emphasizes preventive measures such as eliminating mosquito breeding grounds and using repellents [1] - There is currently no available vaccine for the Chikungunya virus in China, which may drive demand for vaccine development [1] - Free nucleic acid screening for Chikungunya virus is being conducted in Lecong Town, Shunde District, targeting close contacts of confirmed cases [1]