Core Viewpoint - Sirun Biotech has been actively engaged in financing activities, with a stable fundamental performance, while the pharmaceutical and biotechnology sector is receiving overall policy support [1]. Group 1: Funding Trends - Financing activities have been active, with Sirun Biotech receiving a financing buy-in of 1.6125 million yuan on January 22, 2026, bringing the financing balance to 151 million yuan, which accounts for 5.54% of the circulating market value [2]. - On January 9, 2026, there was a net inflow of 979,400 yuan in main funds, indicating a shift from outflow to inflow compared to the previous trading day, coinciding with a 1.58% increase in the pharmaceutical and biotechnology sector [2]. - Earlier, on January 6, 2026, a net inflow of 1.1276 million yuan was also observed [2]. Group 2: Performance and Operations - For the first three quarters of 2025, the company achieved an operating income of 175 million yuan, representing a year-on-year growth of 1.07%, and a net profit attributable to shareholders of 64.2107 million yuan, up 2.01% year-on-year [3]. - As of September 30, 2025, the number of shareholders was 6,635, a decrease of 14.10% compared to the previous period [3]. - The first quarter report of 2025 indicated a net profit attributable to shareholders of 3.7573 million yuan, a significant year-on-year increase of 154.77%, although total operating revenue saw a decline of 2.59% year-on-year [3]. Group 3: Company Status - As of October 31, 2025, Sirun Biotech's ESG rating was CCC, ranking 63rd in the biotechnology industry, with a low score in the environmental category [4]. Group 4: Industry Policy Environment - The pharmaceutical and biotechnology sector is benefiting from policy support and the trend of an aging population, with strong sector performance observed in early January 2026, which may indirectly influence individual stock fund flows [5]. - The company's main business focuses on the field of antiserum and antitoxin, characterized by a single product line but with high barriers to entry in the niche market [5].

Group 1 - The core viewpoint of the article highlights that the company's fourth-quarter revenue was low, which negatively impacted its quarterly profit due to the seasonal nature of its main products, antivenom and tetanus immunoglobulin [1] - The company noted that the incidence rates of snake bites and trauma are significantly higher in summer, leading to larger sales volumes in the second and third quarters, while the first and fourth quarters see lower sales [1] - The company is actively seeking quality acquisition targets to promote its external growth strategy, aligning with its development needs and external environmental conditions [1] Group 2 - The company emphasizes its commitment to adhering to information disclosure regulations and will fulfill its disclosure obligations if there are clear acquisition plans that meet the disclosure standards [1] - Relevant information regarding acquisitions will be based on the company's official announcements [1]

Group 1 - The biopharmaceutical sector experienced a decline of 1.98% on January 28, with Baipusais leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] - Notable gainers in the biopharmaceutical sector included Kanghua Biological, which rose by 3.02% to a closing price of 74.70, and Liaoning Chengda, which increased by 2.55% to 12.86 [1] Group 2 - Baipusais saw a significant drop of 10.57%, closing at 58.18, with a trading volume of 57,400 shares and a transaction value of 342 million [2] - Other notable decliners included Kangla Weishi, down 6.16% to 10.97, and Jinchuan Protein, down 5.90% to 46.58 [2] - The biopharmaceutical sector experienced a net outflow of 1.252 billion in main funds, while retail investors saw a net inflow of 653 million [2] Group 3 - Rongchang Biological had a net inflow of 38 million from main funds, representing 6.49% of its total, while it faced a net outflow of 58.99 million from retail investors [3] - Liaoning Chengda also saw a net inflow of 14.86 million from main funds, but a net outflow of 15.01 million from retail investors [3] - The overall trend indicates a mixed sentiment in the biopharmaceutical sector, with main funds withdrawing while retail investors are actively buying [3]

Core Viewpoint - The company is developing a broad-spectrum anti-snake venom antibody using new antibody technology, aiming to create an innovative drug that is universal, has fewer side effects, and is more convenient for use [1] Group 1: Company Development - The company is focused on developing innovative drugs to meet clinical needs in snakebite treatment [1] - The new antibody technology is expected to complement existing anti-snake venom serum, enhancing treatment options [1] - The goal is to improve the company's long-term competitiveness in the field of snakebite diseases [1]

Core Viewpoint - The company, Sairun Biotech, is currently the only domestic player developing antivenom serum for snake bites and is focusing on innovative broad-spectrum antibody technology to maintain its market leadership and address potential competition [1] Group 1: Company Strategy - Sairun Biotech is developing broad-spectrum antivenom antibodies using new antibody technology aimed at creating innovative drugs that are more universal, have fewer side effects, and are easier to administer [1] - The company aims to complement existing antivenom serums with its innovative products to better meet clinical medication needs in various application scenarios [1] Group 2: Market Position - Sairun Biotech acknowledges the presence of four types of venomous snakes in the market but emphasizes its first-mover advantage and technological barriers to sustain its competitive edge [1] - The company is aware of the potential for new entrants in the antivenom serum market and is strategizing to leverage its existing advantages [1]

Core Viewpoint - SAILUN Biotech is actively developing multiple innovative biopharmaceuticals and snake venom rapid diagnostic test projects, which are currently in the research and development stage [2] Group 1 - The company has confirmed that aside from its already listed products, it is focusing on several innovative biopharmaceuticals and diagnostic tests [2] - The company encourages stakeholders to pay attention to its annual report and the annual "quality improvement and efficiency enhancement" action plan for insights into its business strategy and development plans [2]

（编辑 楚丽君） 证券日报网讯 1月14日，赛伦生物在互动平台回答投资者提问时表示，除日常学术推广活动外，公司配 合专业学会在多个省份开展蛇伤规范化救治培训与研讨会和"蛇伤防治科普基层行"等活动，提高医护蛇 伤救治知识和民众急救意识，同时，不断迭代"赛伦100蛇伤防治"小程序，通过多种方式提高科普知识 传播受众面。 ...

Core Viewpoint - The biopharmaceutical sector experienced a slight decline of 0.02% on December 26, with Jindike leading the drop, while the Shanghai Composite Index rose by 0.1% and the Shenzhen Component Index increased by 0.54% [1] Group 1: Market Performance - The closing prices and performance of key biopharmaceutical stocks showed mixed results, with Heyi Biotech rising by 3.17% to 71.61 and Jindike falling by 2.54% to 21.88 [1][2] - The trading volume for Heyi Biotech was 33,900 shares, with a transaction value of 239 million yuan, while Jindike had a trading volume of 38,900 shares and a transaction value of 85.44 million yuan [1][2] Group 2: Capital Flow - The biopharmaceutical sector saw a net outflow of 185 million yuan from institutional investors, while retail investors had a net inflow of 142 million yuan [2] - Key stocks like Gann Li Pharmaceutical had a net inflow of 13.59 million yuan from institutional investors, but a net outflow of 24.81 million yuan from retail investors [3]

Group 1 - The company has announced a change in the signing registered accountant for the 2025 annual audit, with Chen Yuyi replacing Jin Yuan as the signing registered accountant [2] - The company has retained Tianzhi International Accounting Firm as its auditing institution for the 2025 fiscal year [1] - The change in the signing registered accountant is due to internal adjustments within Tianzhi International [2] Group 2 - Chen Yuyi, the new signing registered accountant, became a registered accountant in 2021 and has been involved in auditing listed companies since 2019 [3] - Chen Yuyi has no record of criminal penalties or administrative sanctions from regulatory bodies in the past three years [4] - The change in the signing registered accountant does not violate independence standards and Chen Yuyi does not hold or trade the company's stock [5] Group 3 - The transition process for the change in signing registered accountant has been orderly, and it will not adversely affect the company's 2025 financial report audit and internal control audit [6]

证券代码：688163 证券简称：赛伦生物 公告编号：2025-029 上海赛伦生物技术股份有限公司 关于变更签字注册会计师的公告 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。 上海赛伦生物技术股份有限公司（以下简称"公司"）分别于 2025 年 4 月 25 日召开了第四届董事会第六次会议、第四届监事会第五次会议，于 2025 年 5 月 16 日召开了 2024 年年度股东大会，审议通过了《关于续聘公司 2025 年度审 计机构的议案》，同意续聘天职国际会计师事务所（特殊普通合伙）（以下简称 "天职国际"）为公司 2025 年度审计机构。具体内容详见公司 2025 年 4 月 26 日在上海证券交易所网站（www.sse.com.cn）披露的《关于续聘 2025 年度审计 机构的公告》（公告编号：2025-012）。 一、本次签字注册会计师变更的基本情况 天职国际作为 2025 年度财务报告审计机构与内部控制审计机构，原委派郭 海龙为项目合伙人、金园为签字注册会计师、张磊为项目质量复核人。由于天职 国际内部工作调整， ...