通过天眼查大数据分析，南京诺唯赞生物科技股份有限公司共对外投资了20家企业，参与招投标项目 1959次，知识产权方面有商标信息192条，专利信息174条，此外企业还拥有行政许可57个。 来源：金融界 诺唯赞最新一期业绩显示，截至2025一季报，公司营业总收入2.85亿元、同比减少5.50%，归属净利润 190.99万元，同比减少63.39%，扣非净利润2179.38万元，同比减少36.62%，流动比率3.331、速动比率 3.009、资产负债率25.93%。 天眼查商业履历信息显示，南京诺唯赞生物科技股份有限公司，成立于2012年，位于南京市，是一家以 从事研究和试验发展为主的企业。企业注册资本39773.4544万人民币，实缴资本35999.99877万人民币。 公司法定代表人为曹林。 金融界消息 截至2025年7月29日收盘，诺唯赞（688105）报收于26.44元，上涨3.89%，换手率1.56%， 成交量6.20万手，成交金额1.61亿元。 资金流向方面，今日主力资金净流入1658.39万元，占比成交额10.32%。其中，超大单净流入765.69万 元、占成交额4.76%，大单净流入892.70万元、 ...

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical and biotechnology industry, expecting the industry index to outperform the market index by over 10% in the next six months [1][40]. Core Insights - The SW pharmaceutical and biotechnology industry outperformed the CSI 300 index, rising by 7.84% from July 11 to July 24, 2025, exceeding the CSI 300's performance by approximately 4.13 percentage points [4][14]. - Most sub-sectors within the industry recorded positive returns during the same period, with the medical research outsourcing and raw materials sectors leading with increases of 14.23% and 9.30%, respectively [4][15]. - Approximately 91% of stocks in the industry achieved positive returns, with notable performers including Borui Pharmaceutical, which saw a weekly increase of 78.98% [16]. Summary by Sections 1. Market Review - The SW pharmaceutical and biotechnology industry outperformed the CSI 300 index, with a rise of 7.84% from July 11 to July 24, 2025, surpassing the CSI 300 by about 4.13 percentage points [14]. - Most sub-sectors recorded positive returns, particularly medical research outsourcing and raw materials, which increased by 14.23% and 9.30%, respectively [15]. - About 91% of stocks in the industry had positive returns, with Borui Pharmaceutical leading at 78.98% [16]. 2. Industry News - The report highlights the ongoing progress of the 11th batch of national drug procurement, with significant updates provided during a government open day event on July 22, 2025 [4][28]. - The announcement of the 11th batch of national drug procurement included a notification for drug information submission, which was highly anticipated [4][28]. 3. Company Announcements - Yekang Pharmaceutical announced that its subsidiary received FDA approval for clinical trials of YKYY029 injection for hypertension treatment [29]. 4. Industry Outlook - The report maintains an "Overweight" rating for the industry, citing a continuous rise in the pharmaceutical and biotechnology sector driven by positive sentiment towards innovative drugs and improved financing data [30]. - The report suggests focusing on investment opportunities within the innovative drug supply chain and highlights several companies across various segments, including medical devices, pharmaceutical commerce, and innovative drugs [30][32].

Core Viewpoint - The epidemic of Chikungunya fever in Guangdong Province remains at a high plateau, indicating a severe situation that requires attention [1]. Summary by Sections Epidemic Situation - As of July 22, 2025, Shunde District in Foshan City reported a total of 2,934 confirmed cases of Chikungunya fever, with a significant increase of 463 cases in just one day [4][5]. - The first report of the epidemic in Shunde was on July 15, 2025, with 478 confirmed cases, showing an increase of over 2,000 cases in just over a week [4]. - The World Health Organization (WHO) reported that 119 countries and regions have identified Chikungunya virus transmission, with approximately 5.5 million people at risk globally, potentially leading to widespread outbreaks [4][5]. Companies Involved in Prevention and Detection - **Runben Co., Ltd. (润本股份)**: A leading domestic company in mosquito repellent products, with a revenue of 440 million yuan in 2024, showing a year-on-year growth of 35.4% and a gross margin of 54.2% [7]. - **Rainbow Group (彩虹集团)**: A well-known pest control company in China, offering a full range of mosquito repellent products that play a crucial role in controlling Chikungunya fever [8]. - **Shanghai Jahwa (上海家化)**: The "Liushen" brand is the top brand in China for mosquito repellent flower water, holding significant brand influence in mosquito prevention and personal care [9]. - **Longyun Group (朗云集团)**: A Hong Kong-listed company that has maintained the number one market share in pest control products for ten consecutive years, with notable products performing well during the epidemic [10]. - **Kangzhi Pharmaceutical (康芝药业)**: Offers a full range of baby and child health protection products, including disinfectants and mosquito repellents, demonstrating expertise in child health protection [11]. - **Shuoshi Gene (硕世纪录物)**: Utilizes gene sequencing technology for Chikungunya fever testing, providing precise diagnostic support for epidemic prevention [12]. - **Da'an Gene (达安基因)**: Provides nucleic acid testing kits for Chikungunya virus, leveraging extensive experience in molecular diagnostics [13]. - **Huiyu Medical (会域医学)**: A leading medical testing institution in China, employing advanced technology for accurate diagnosis of Chikungunya fever [14]. - **Wansheng Biology (万学生物)**: Offers rapid testing solutions for Chikungunya virus, focusing on point-of-care testing [16]. - **Nuo Weisha (诺唯莎)**: Combines molecular design with various heat-start technologies to enhance detection efficiency for mosquito-borne viruses [17].

Group 1 - The outbreak of Chikungunya fever in Shunde District, Foshan, has reported a total of 2,934 confirmed cases as of July 22, 2025, with a significant increase of 463 cases in one day [1] - The World Health Organization (WHO) has indicated that 119 countries and regions have reported Chikungunya virus transmission, affecting approximately 5.5 million people at risk, potentially leading to widespread outbreaks [1][2] - The spread of Chikungunya fever is primarily through mosquito bites, with no direct human-to-human transmission, making it crucial to implement effective mosquito control measures to prevent further outbreaks [2] Group 2 - Companies in the relevant sectors are expected to gain market attention due to the ongoing outbreak [2] - Novogene's official WeChat account highlighted the challenges in detecting mosquito-borne viruses early due to low viral loads and complex samples, which affects testing efficiency [2] - Kangzhi Pharmaceutical has a subsidiary, Zhongshan Aihu, that offers a full range of baby and child care products, including disinfectants and mosquito repellent products [3]

Core Viewpoint - The company, Nanjing Novogene Bioinformatics Technology Co., Ltd. (诺唯赞), is planning to repurchase shares worth between 5 million to 10 million RMB as part of its employee stock ownership plan or equity incentive program, with a maximum repurchase price set at 30 RMB per share [1][2]. Group 1: Share Price and Market Capitalization - As of July 4, 2025, the share price of Novogene is 22.75 RMB, reflecting a 3.98% increase from the previous week [1]. - The highest intraday price recorded on July 3, 2025, was 23.09 RMB, while the lowest was 21.76 RMB on June 30, 2025 [1]. - The current total market capitalization of Novogene is 9.048 billion RMB, ranking 29th out of 50 in the biopharmaceutical sector and 1798th out of 5149 in the A-share market [1]. Group 2: Share Repurchase Plan - The share repurchase plan was approved during the 17th meeting of the second board of directors on June 19, 2025, allowing for the repurchase of shares using self-owned funds [2]. - The repurchase period is set from June 19, 2025, to June 18, 2026, with no shares repurchased as of June 30, 2025 [3]. - The company will make repurchase decisions based on market conditions and will fulfill its information disclosure obligations regarding the progress of the share repurchase [3].

Group 1 - The company approved a share repurchase plan on June 19, 2025, with a budget between RMB 5 million and RMB 10 million, aiming to buy back its A-shares at a price not exceeding RMB 30 per share within 12 months [1][3]. - As of June 30, 2025, the company has not yet implemented the share repurchase [2]. - The company will adhere to relevant regulations and will make repurchase decisions based on market conditions, ensuring timely disclosure of progress to investors [3].

重要内容提示： | 回购方案首次披露日 | 2025/6/20 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 6 月 | 6 | 月 | 19 | 日~2026 | 年 | 18 日 | | 预计回购金额 | 500万元~1,000万元 | | | | | | | | 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 | | 0股 | | | | | | | 累计已回购股数占总股本比例 | | 0% | | | | | | | 累计已回购金额 | 0万元 | | | | | | | | 实际回购价格区间 | 0元/股~0元/股 | | | | | | | 一、回购股份的基本情况 证券代码：688105 证券简称：诺唯赞 公告编号：2025-030 南京诺唯赞生物科技股份有限公司 关于以集中竞价交易方式回购公司股份 ...

Core Viewpoint - The company announced a change in the designated sponsor representatives for its ongoing supervision during the initial public offering on the Sci-Tech Innovation Board, ensuring continuity in oversight of the use of raised funds [1]. Group 1 - The company received a letter from Huatai United Securities regarding the replacement of the sponsor representative for the ongoing supervision of its IPO on June 27, 2025 [1]. - Due to a job change, the original sponsor representative, Mr. Hong Jie Chao, is unable to continue his duties, leading to the appointment of Mr. Wang Jie Qiu as his replacement [1]. - The current sponsor representatives for the company's IPO supervision are now Mr. Wang Jie Qiu and Mr. Li Hao [1]. Group 2 - The company expressed gratitude to Mr. Hong Jie Chao for his contributions during the IPO and ongoing supervision period [1]. - Mr. Wang Jie Qiu has extensive experience in investment banking, having participated in multiple IPOs and bond issuances since 2011 [2]. - His previous projects include IPOs for Fengshan Group, Pengyao Environmental Protection, and several others, indicating a strong background in the industry [2].

证券代码：688105 证券简称：诺唯赞 公告编号：2025-029 南京诺唯赞生物科技股份有限公司 关于更换保荐代表人的公告 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。 华泰联合证券作为公司首次公开发行股票并在科创板上市的保荐机构及持 续督导机构，原委派洪捷超先生和李皓先生担任公司科创板首次公开发行持续督 导期的保荐代表人。现因洪捷超先生工作变动，无法继续履行持续督导职责。为 保证公司募集资金使用情况的持续督导工作有序进行，华泰联合证券现委派王杰 秋先生（简历详见附件）接替洪捷超先生，继续履行持续督导职责。 本次保荐代表人变更后，公司科创板首次公开发行股票的持续督导保荐代表 人为王杰秋先生和李皓先生。 公司董事会对洪捷超先生在公司首次公开发行股票并在科创板上市及持续 督导期间所做的工作表示衷心感谢！ 特此公告。 南京诺唯赞生物科技股份有限公司 董事会 2025 年 6 月 28 日 南京诺唯赞生物科技股份有限公司（以下简称"公司"）于 2025 年 6 月 27 日收到保荐机构华泰联合证券有限责任公司（以下简称"华泰 ...

Core Viewpoint - Multiple companies have announced significant developments, including investments, clarifications on business operations, and changes in control, which may present various investment opportunities and risks for stakeholders [2]. Company Announcements - **Hai Zheng Pharmaceutical** plans to establish a joint venture in synthetic biology with a registered capital of 350 million yuan, where Hai Zheng will contribute 260 million yuan, holding a 74.29% stake [3]. - **Jin Zhong Zi Jiu** clarified that its business scope remains unchanged despite media reports suggesting a shift away from liquor production, confirming that it will continue to focus on its core liquor business [4]. - **ST Gong Zhi** announced that its stock will resume trading on June 20, 2025, and enter a delisting period, with the last trading date expected to be July 10, 2025 [5]. - **Zhong Jing Electronics** confirmed that its production and operational conditions are normal, with no undisclosed significant matters [6]. - **Shan Jin International** is preparing for an overseas H-share issuance and listing on the Hong Kong Stock Exchange to enhance its global strategy [7]. - **Kang Da New Materials** intends to acquire at least 51% of Chengdu Zhongke Huamei Electronics to expand into the semiconductor integrated circuit sector [8]. - **Zhong Yan Chemical** agreed to a capital reduction for its subsidiary, which will result in it holding 100% of the subsidiary's equity, constituting a significant asset restructuring [9]. - **Tai Ji Co., Ltd.** announced a change in its actual controller to the Hubei Provincial State-owned Assets Supervision and Administration Commission, with stock resuming trading [10]. - **ST Yi Guo** plans to sell four Carrefour subsidiaries for 1 yuan, expecting to increase its net profit by approximately 572 million yuan, while focusing on its core home appliance business [11][12]. Performance Expectations - **Sheng Nuo Bio** anticipates a substantial increase in net profit for the first half of 2025, projecting a year-on-year growth of 253.54% to 332.10%, driven by strong performance in its peptide raw material business [13]. Share Buyback - **Nuo Wei Zan** intends to repurchase shares worth between 5 million and 10 million yuan to implement employee stock ownership plans, with a maximum repurchase price of 30 yuan per share [14]. Major Contracts - **Sai Sheng Pharmaceutical** signed a technology transfer contract for a new drug project with a total transaction amount of 20 million yuan, which will enhance its capabilities in the protein/antibody drug platform [15].