证券代码：688163 证券简称：赛伦生物 公告编号：2025-026 上海赛伦生物技术股份有限公司 关于完成工商变更登记并换发营业执照的公告 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"）于 2025 年 7 月 24 日召开第四届董事会第七次会议及第四届监事会第六次会议，审议通过了《关于 取消监事会、变更经营范围、修订<公司章程>并办理工商变更登记的议案》， 并于 2025 年 8 月 11 日召开 2025 年第一次临时股东大会，审议通过了上述事项。 具体内容详见公司 2025 年 7 月 25 日、2025 年 8 月 12 日于上海证券交易所网站 （www.sse.com.cn）披露的《关于取消监事会、变更经营范围、修订<公司章程> 及修订和制定公司部分治理制度的公告》（公告编号：2025-016）、《2025 年第 一次临时股东大会决议公告》（公告编号：2025-019）。 近日，公司已完成上述事项的工商变更登记及备案手续，并取得了上海市市 场监督管理局换发的《 ...

证券代码：688163 证券简称：赛伦生物 公告编号：2025-024 上海赛伦生物技术股份有限公司 首次公开发行限售股上市流通公告 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。 重要内容提示： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 63,848,000股。 本次股票上市流通总数为63,848,000股。 本次股票上市流通日期为2025 年 9 月 11 日。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2022 年 1 月 25 日出具的《关于同意上海赛 伦生物技术股份有限公司首次公开发行股票注册的批复》（证监许可【2022】204 号），同意上海赛伦生物技术股份有限公司（以下简称"公司"或"赛伦生物"） 首次公开发行股票的注册申请。公司首次向社会公众公开发行人民币普通股（A 股）股票 27,060,000 股，并于 2022 年 3 月 11 日在上海证券交易所科创板上市， 发行完成后股本总数为 108,220,000 股，其中有限售条件流通股 83,456,396 股，占 ...

一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2022 年 1 月 25 日出具的《关于同意上海赛 伦生物技术股份有限公司首次公开发行股票注册的批复》（证监许可[2022]204 号），同意公司首次公开发行股票的注册申请。公司首次向社会公众公开发行人 民币普通股（A 股）股票 27,060,000 股，并于 2022 年 3 月 11 日在上海证券交易 所科创板上市，发行完成后股本总数为 108,220,000 股，其中有限售条件流通股 83,456,396 股，占公司股本总数的 77.12%，无限售条件流通股 24,763,604 股，占 公司股本总数的 22.88%。 方正证券承销保荐有限责任公司 关于上海赛伦生物技术股份有限公司 首次公开发行限售股上市流通的核查意见 方正证券承销保荐有限责任公司（以下简称"保荐机构"）作为上海赛伦生 物技术股份有限公司（以下简称"公司"或"赛伦生物"）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，根据《证券发行上市保荐业务管理办 法》《上海证券交易所科创板股票上市规则》《上海证券交易所科创板上市公司 自律监管指引第 1 号—规范运作》等法律法规 ...

方正证券承销保荐有限责任公司关于 上海赛伦生物技术股份有限公司 2025 年半年度持续督导跟踪报告 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市 规则》《上海证券交易所上市公司自律监管指引第 11 号—持续督导》《科创板 上市公司持续监管办法（试行）》等有关法律、法规的规定，方正证券承销保荐 有限责任公司（以下简称"保荐机构"）作为上海赛伦生物技术股份有限公司（以 下简称"赛伦生物"、"公司"）首次公开发行股票并在科创板上市的保荐机构， 履行持续督导职责，并出具 2025 年半年度持续督导跟踪报告。 | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | 1 | 建立健全并有效执行持续督导工作制度，并针对 | 保荐机构已建立健全并有效执行 | | | 具体的持续督导工作制定相应的工作计划 | 了持续督导制度，并制定了相应的 | | | | 工作计划 | | 2 | 根据中国证监会相关规定，在持续督导工作开始 | 保荐机构已与赛伦生物签订《持续 | | | 前，与上市公司或相关当事人签署持续督导协 | | | | 议，明确双方在持续督导期间的权利义务，并报 ...

Core Viewpoint - The demand for tetanus passive immunization agents in China is increasing due to rising injury cases from industrial accidents and traffic incidents, alongside a growing public awareness of health and preventive vaccinations [1][6][7]. Market Overview - The market size of China's tetanus passive immunization agents reached 3.23 billion yuan in 2022, with a year-on-year growth of 17.45% [1][7]. - However, the market is projected to decline to 2.66 billion yuan by 2024 due to a slowdown in real estate development and a decrease in the number of construction workers, who are the primary consumers of these immunization agents [1][7]. Industry Policies - The Chinese government has implemented various policies to support the development of the biological products industry, including tetanus passive immunization agents, creating a favorable environment for industry growth [4]. Industry Chain - The upstream of the tetanus passive immunization agents industry includes plasma, cell culture media, and other biological materials, while the midstream focuses on research and production, and the downstream involves medical institutions and consumers [4][5]. Competitive Landscape - The tetanus passive immunization agents market is divided into four segments, with Jiangxi Biological Products Research Institute holding a significant market share of 65.8% in the tetanus antitoxin sector [7][8]. - The market for tetanus human immunoglobulin is more competitive, with numerous companies including Shenzhen Weiguang Biological Products Co., Ltd. and Hualan Biological Engineering Co., Ltd. [8]. Development Trends - Future advancements in the tetanus passive immunization agents field are expected to include the application of monoclonal antibodies and recombinant DNA technology, leading to more efficient production methods and improved product safety [10][11]. - The increasing coverage of cold chain logistics and the promotion of hierarchical medical policies will enhance the role of grassroots medical institutions in tetanus prevention and treatment, unlocking further market potential [10][11].

Market Overview - The biopharmaceutical sector experienced a decline of 2.85% on August 27, with Kanghua Biotech leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Individual Stock Performance - Wuwei Biotech (300357) saw a significant increase of 5.38%, closing at 30.95 with a trading volume of 299,000 shares and a transaction value of 915 million yuan [1] - Kanghua Biotech (300841) reported a notable decline of 8.89%, closing at 76.60 with a trading volume of 125,200 shares and a transaction value of 993 million yuan [2] - Anke Biotech (300009) also faced a drop of 5.59%, closing at 11.14 with a trading volume of 862,300 shares and a transaction value of 990 million yuan [2] Capital Flow Analysis - The biopharmaceutical sector experienced a net outflow of 1.853 billion yuan from institutional investors, while retail investors saw a net inflow of 1.543 billion yuan [2] - The capital flow for individual stocks indicates that Hualan Biotech (002007) had a net inflow of 32.28 million yuan from institutional investors, while it faced a net outflow of 40.67 million yuan from speculative funds [3] - The overall trend shows that retail investors are actively investing in the sector despite the institutional outflows [2][3]

证券之星消息，8月26日，赛伦生物（688163）融资买入1854.27万元，融资偿还1427.62万元，融资净买 入426.65万元，融资余额1.58亿元，近3个交易日已连续净买入累计576.79万元，近20个交易日中有18个 交易日出现融资净买入。 融资融券余额1.58亿元，较昨日上涨2.78%。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2025-08-26 | 1.58亿 | 426.65万 | 2.78% | | 2025-08-25 | 1.54亿 | 91.91万 | 0.60% | | 2025-08-22 | 1.53亿 | 58.23万 | 0.38% | | 2025-08-21 | 1.52亿 | 37.68万 | 0.25% | | 2025-08-20 | 1.52亿 | 140.77万 | 0.94% | 小知识 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-08-26 | 426.65万 | 1.58 ...

据证券之星公开数据整理，近期赛伦生物（688163）发布2025年中报。截至本报告期末，公司营业总收 入1.01亿元，同比上升2.82%，归母净利润3297.67万元，同比上升2.07%。按单季度数据看，第二季度 营业总收入7519.81万元，同比上升4.8%，第二季度归母净利润2921.94万元，同比下降5.23%。本报告 期赛伦生物应收账款上升，应收账款同比增幅达65.74%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率77.34%，同比增1.02%，净利率32.71%，同比减 0.73%，销售费用、管理费用、财务费用总计3201.66万元，三费占营收比31.76%，同比减2.24%，每股 净资产10.23元，同比增0.94%，每股经营性现金流-0.2元，同比减597.33%，每股收益0.3元 | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 9805.83万 | 1.01亿 | 2.82% | | 归母净利润(元) | 3230.78万 | 3297.67万 | 2.07% | | 扣非净利润(元) | ...

Group 1: Company Performance - Jia Ying Pharmaceutical reported a net profit of 20.08 million yuan for the first half of 2025, a year-on-year increase of 254.33% [1] - Aote Xun recorded a net loss of 28.97 million yuan for the first half of 2025, compared to a loss of 17.45 million yuan in the same period last year [1] - China Ruilin achieved a net profit of 74.75 million yuan, reflecting a year-on-year growth of 26.77% [1] - Shanxi Coking experienced a net loss of 77.61 million yuan, reversing from a profit of 184 million yuan in the previous year [3] - Dazhu Laser reported a net profit of 488 million yuan, a decline of 60.15% year-on-year [5] - Jin Zi Tian Zheng achieved a net profit of 21.66 million yuan, a year-on-year increase of 17.59% [7] - Bao Tai Long turned a profit with a net profit of 98.88 million yuan, compared to a loss of 192 million yuan in the previous year [9] - Qujiang Cultural Tourism reported a net loss of 13.88 million yuan, compared to a loss of 187 million yuan in the same period last year [9] - New Yisheng reported a net profit of 3.94 billion yuan, a year-on-year increase of 355.68% [11] - Blue Si Technology achieved a net profit of 1.14 billion yuan, reflecting a year-on-year growth of 32.68% [12] - Huichuan Technology reported a net profit of 2.97 billion yuan, a year-on-year increase of 40.15% [13] - Ju Yi Technology achieved a net profit of 39.79 million yuan, a year-on-year increase of 69.48% [15] - Ke Ma Technology reported a net profit of 172 million yuan, a year-on-year increase of 23.52% [22] Group 2: Company Announcements - ST Quan Wei's subsidiary signed a contract for a photovoltaic project worth approximately 1.125 billion yuan [10] - ST Ya Lian announced that its stock will be delisted from risk warnings starting August 27, 2025 [16] - Yang Fan New Materials announced that its controlling shareholder is under investigation [18] - Sairun Bio's rabies serum product has started sales in several provinces [20] - Hengsheng Electronics announced that a director plans to reduce holdings by up to 8 million shares [21] - Beijing Junzheng plans to issue H-shares and list on the Hong Kong Stock Exchange [21] - Guo An Da intends to invest 104 million yuan to gain control of Ke Wei Tai [22] - Ke Ma Technology plans to issue convertible bonds to raise up to 750 million yuan [23]

Group 1 - The core viewpoint of the article is that Sairun Bio (688163.SH) has shown continuous growth in revenue and net profit for the past three years, with a slight increase in both metrics compared to the same period last year [1] - The company's total operating revenue for the first half of 2025 was 101 million yuan, an increase of 2.82% year-on-year, with a rise of 2.76 million yuan compared to the previous year [1] - The net profit attributable to shareholders was 32.98 million yuan, reflecting a year-on-year increase of 2.07% and a rise of 669,000 yuan compared to the same period last year [1] Group 2 - The company's latest asset-liability ratio is 2.53%, ranking first among disclosed peers, and has decreased by 0.58 percentage points compared to the same period last year [3] - The latest gross profit margin is 77.34%, ranking 11th among disclosed peers, with an increase of 2.52 percentage points from the previous quarter and 0.78 percentage points year-on-year [3] - The latest return on equity (ROE) is 2.98%, ranking 14th among disclosed peers, with a year-on-year increase of 0.03 percentage points [3] Group 3 - The diluted earnings per share are 0.30 yuan, ranking 12th among disclosed peers [3] - The latest total asset turnover rate is 0.09 times, remaining flat compared to the same period last year, with a year-on-year increase of 3.00% [3] - The latest inventory turnover rate is 0.53 times, ranking 10th among disclosed peers, with an increase of 0.01 times year-on-year, reflecting a 1.62% rise compared to the same period last year [3] Group 4 - The number of shareholders is 7,724, with the top ten shareholders holding 70.73 million shares, accounting for 65.36% of the total share capital [3] - The largest shareholder is Zhao Aixian, holding 34.0 million shares [3] - The second-largest shareholder is Shanghai Zhiyuan Investment Co., Ltd., holding 22.1 million shares [3]