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疫苗股走强,冠昊生物、科兴制药涨超7%
Ge Long Hui· 2025-08-01 02:31
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]
申联生物涨停 17只科创板股涨超5%
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) ...
A股异动丨疫苗股走强,冠昊生物、科兴制药涨超7%
Ge Long Hui A P P· 2025-08-01 01:55
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]
动物疫苗板块持续拉升 申联生物涨超10%
news flash· 2025-08-01 01:39
动物疫苗板块持续拉升,申联生物涨超10%,科兴制药、金河生物(002688)、蔚蓝生物(603739)、 康华生物(300841)、海利生物(603718)跟涨。 暗盘资金正涌入这些股票,点击速看>>> ...
申联生物: 关于与中国农业科学院兰州兽医研究所签订多联多价疫苗项目合作开发合同的自愿性披露公告
Zheng Quan Zhi Xing· 2025-07-31 16:15
Core Viewpoint - Company has signed cooperation contracts with the Lanzhou Veterinary Research Institute and Zhongnong Weite Biotechnology Co., Ltd. to develop multi-valent vaccines for swine and cattle, addressing the urgent market demand for complex animal disease prevention [1][2][3] Group 1: Cooperation Details - The contracts include the development of two multi-valent vaccines: one for swine (foot-and-mouth disease, swine fever, and pseudorabies) and one for cattle (foot-and-mouth disease, viral diarrhea/mucosal disease, and infectious bovine rhinotracheitis) [1][2] - The cooperation involves shared responsibilities and costs among the parties, with joint ownership of the resulting intellectual property [1][5][8] Group 2: Technical Goals and Methods - The technical goals include obtaining clinical trial approval and new veterinary drug registration for both vaccine projects [3][6] - The development process will follow the Ministry of Agriculture and Rural Affairs' requirements, including research on strains, production processes, and clinical trials [4][6] Group 3: Impact on the Company - This collaboration reflects the company's focus on advanced biotechnology and aims to enhance its competitive position in the animal health sector by providing comprehensive disease prevention solutions [8][9] - The vaccines are designed to reduce the number of immunizations required, thereby saving resources and costs while improving production efficiency [8][9] Group 4: Future Directions - The company plans to strengthen its collaboration with the Lanzhou Veterinary Research Institute and explore the application potential of its research technology platform for other vaccine developments, including mRNA and VLPs vaccines [9]
东芯股份称上海砺算产品并非用于大模型算力集群场景 鼎通科技控股股东拟询价转让3%股份
Xin Lang Cai Jing· 2025-07-31 13:10
Group 1: Artificial Intelligence Initiatives - The State Council approved the "Artificial Intelligence +" action plan to promote large-scale commercial applications of AI, leveraging China's complete industrial system and large market scale [1] - The National Development and Reform Commission emphasized the need to deepen the "Artificial Intelligence +" initiative and promote high-quality development of the low-altitude economy [2] - The National Medical Insurance Administration supports the clinical application and pricing of new technologies like brain-computer interfaces, establishing pricing for related medical services [2] Group 2: Corporate Developments - Tesla expanded its Robotaxi service to the California Bay Area, covering cities from San Francisco to San Jose [4] - Dongxin Co. clarified that its products are not used in large model computing clusters, indicating potential risks due to rapid stock price increases [5] - Dingtong Technology's major shareholder plans to transfer 3% of the company's shares due to personal funding needs [5] Group 3: Clinical Trials and Approvals - Yahui Pharmaceutical reported positive preliminary results from its Phase Ib clinical trial for APL-1401, aimed at treating moderate to severe ulcerative colitis [5] - Micron Biotech received FDA approval for a Phase I clinical trial of CS231295, a selective AuroraB inhibitor for treating advanced solid tumors [6] - ST Norate obtained drug registration certificates for two new products, indicating expansion in reproductive and mental health sectors [7] Group 4: Financing and Investments - "Zero Degree Robotics" completed two rounds of financing totaling over 100 million yuan, focusing on technology development and production acceleration [10] - Puliyan Medical completed nearly $50 million in Series C financing to enhance product development and market expansion [11]
申联生物签订多联多价疫苗项目开发合同
本报讯 (记者金婉霞)7月31日,申联生物医药(上海)股份有限公司(以下简称"申联生物")公告 称,近日,公司与中国农业科学院兰州兽医研究所(以下简称"兰研所")等单位签订了项目合同,拟共 同开发猪用口蹄疫等三种疫病多联多价疫苗及牛用口蹄疫等三种疫病多联多价疫苗,合作各方按照协议 约定任务和分工,各自承担相关费用,合作研发项目产生的技术成果及知识产权归公司及兰研所两方共 同享有。 (编辑 张文玲 郭之宸) 申联生物方面表示,拟开发的疫苗预期可实现"一针四防",有效减少免疫次数,节约免疫资源和防疫成 本,提升生产效率,具备较强的市场竞争力,将有助于公司为客户提供更全面、高效的疫病防控解决方 案,将进一步提升公司在动保领域的技术领先地位。未来,申联生物将持续加强与兰研所的深度合作, 紧跟行业发展趋势,精准把握流行毒株变化和临床需求,进一步挖掘研发技术平台体系的应用潜力,加 速推进其他多联多价疫苗、mRNA疫苗、合成肽疫苗、病毒样颗粒(VLPs)疫苗等新产品的技术突破 与产业化落地,在猪用、反刍用、宠物用、水产用等疫病防治领域逐步形成集群化产品矩阵,不断提升 公司核心竞争力。 ...
动物保健板块7月31日跌0.43%,大禹生物领跌,主力资金净流出1611.97万元
证券之星消息,7月31日动物保健板块较上一交易日下跌0.43%,大禹生物领跌。当日上证指数报收于 3573.21,下跌1.18%。深证成指报收于11009.77,下跌1.73%。动物保健板块个股涨跌见下表: 从资金流向上来看,当日动物保健板块主力资金净流出1611.97万元,游资资金净流出6281.9万元,散户 资金净流入7893.87万元。动物保健板块个股资金流向见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300871 回盛生物 | | 6787.00万 | 7.85% | -4042.91万 | -4.68% | -2744.09万 | -3.17% | | 600201 | 生物股份 | 2619.98万 | 9.14% | -534.51万 | -1.86% | -2085.47万 | -7.28% | | 002868 *ST绿康 | | 940.97万 | 10.50% | -518.20 ...
申联生物(688098) - 关于与中国农业科学院兰州兽医研究所签订多联多价疫苗项目合作开发合同的自愿性披露公告
2025-07-31 08:30
证券代码:688098 证券简称:申联生物 公告编号:2025-026 申联生物医药(上海)股份有限公司 关于与中国农业科学院兰州兽医研究所 签订多联多价疫苗项目合作开发合同的 自愿性披露公告 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: 近日,申联生物医药(上海)股份有限公司(以下简称"公司")与中 国农业科学院兰州兽医研究所(以下简称"兰研所")等单位签订了《猪口蹄疫 O 型/A 型、猪瘟、伪狂犬病三联疫苗技术开发(合作)合同》及《牛口蹄疫 O 型/A 型、病毒性腹泻/黏膜病、传染性鼻气管炎三联疫苗技术开发(合作)合同》, 共同开发猪用口蹄疫等三种疫病多联多价疫苗及牛用口蹄疫等三种疫病多联多 价疫苗,合作各方按照协议约定任务和分工,各自承担相关费用,合作研发项目 产生的技术成果及知识产权归公司及兰研所两方共同享有。 风险提示:本次合作研发属于新项目、新技术的研究开发。尽管在前期 的研究中已对两款产品进行了初步的安全性与有效性试验,但上述两款口蹄疫等 三种疫病多联多价疫苗产品最终能否通过农业农村部的行政审 ...
申联生物与中国农业科学院兰州兽医研究所签订多联多价疫苗项目合作开发合同
Zhi Tong Cai Jing· 2025-07-31 08:29
Core Viewpoint - The company, Shenlian Biological (688098.SH), has signed cooperative contracts with the Lanzhou Veterinary Research Institute of the Chinese Academy of Agricultural Sciences and other entities to develop multi-valent vaccines for swine and cattle, focusing on several significant diseases [1] Group 1: Vaccine Development Contracts - The company has entered into two contracts for the technical development of vaccines: one for swine diseases including foot-and-mouth disease (O-type/A-type), swine fever, and pseudorabies, and another for cattle diseases including foot-and-mouth disease (O-type/A-type), viral diarrhea/mucosal disease, and infectious bovine rhinotracheitis [1] - The collaboration involves shared responsibilities and costs among the parties according to the agreements, with the resulting technological achievements and intellectual property being jointly owned by the company and the Lanzhou Veterinary Research Institute [1]