上海阿拉丁生化科技股份有限公司 审 计 报 告 众环审字（2025）2300483号 目 录 审计报告 | 财务报表 | | | --- | --- | | 合并资产负债表 | 1 | | 合并利润表 | 3 | | 合并现金流量表 | 4 | | 合并股东权益变动表 | 5 | | 资产负债表 | 7 | | 利润表 | 9 | | 现金流量表 | 10 | | 股东权益变动表 | 11 | | 财务报表附注 | 13 | 审 计 报 告 众环审字（2025）2300483 号 上海阿拉丁生化科技股份有限公司全体股东: 一、审计意见 我们审计了上海阿拉丁生化科技股份有限公司(以下简称"阿拉丁公司"或"公司")财务 报表,包括 2024 年 12 月 31 日的合并及公司资产负债表,2024 年度的合并及公司利润表、 合并及公司现金流量表、合并及公司股东权益变动表以及相关财务报表附注。 我们认为,后附的财务报表在所有重大方面按照企业会计准则的规定编制,公允反映了 阿拉丁公司 2024年 12月 31 目合并及公司的财务状况以及 2024年度合并及公司的经营成果 和现金流量。 起始页码 二、形成审计意见的基础 ...

上海阿拉丁生化科技股份有限公司 内部控制审计报告 众环审字（2025）2300484号 目 录 起始页码 审计报告 按照《企业内部控制基本规范》、《企业内部控制应用指引》、《企业内部控制评价指引》 的规定,建立健全和有效实施内部控制,并评价其有效性是阿拉丁公司董事会的责任。 二、注册会计师的责任 我们的责任是在实施审计工作的基础上,对财务报告内部控制的有效性发表审计意见, 并对注意到的非财务报告内部控制的重大缺陷进行披露。 三、内部控制的固有局限性 内部控制具有固有局限性,存在不能防止和发现错报的可能性。此外,由于情况的变化 可能导致内部控制变得不恰当,或对控制政策和程序遵循的程度降低,根据内部控制审计结 果推测未来内部控制的有效性具有一定风险。 内部控制审计报告 众环审字（2025）2300484 号 上海阿拉丁生化科技股份有限公司全体股东: 按照《企业内部控制审计指引》及中国注册会计师执业准则的相关要求,我们审计了上 海阿拉丁生化科技股份有限公司（以下简称"阿拉丁公司"）2024 年 12 月 31 日的财务报告 内部控制的有效性。 一、阿拉丁公司对内部控制的责任 四、财务报告内部控制审计意见 我们认为, ...

前十大流通股东累计持有： 15705.59万股，累计占流通股比： 56.61%，较上期变化： 315.86万股。 | 名称 | 持有数量(万股) | 占总股本比 | 增减情况 | | --- | --- | --- | --- | | | | 例(%) | (万股) | | 徐久振 | 7683.20 | 27.70 | 不变 | | 招立萍 | 4116.00 | 14.84 | 不变 | | 中国工商银行股份有限公司-中欧医疗健康混合型证券投资 | | | | | 基金 | 1357.71 | 4.89 | 337.28 | | 上海晶真文化艺术发展中心(有限合伙) | 815.10 | 2.94 | 不变 | | 上海仕创供应链有限公司 | 409.95 | 1.48 | 不变 | | 济南豪迈动力股权投资基金合伙企业(有限合伙) | 364.65 | 1.31 | 不变 | | 上海浦东发展银行股份有限公司-中欧创新未来18个月封闭 运作混合型证券投资基金 | 272.47 | 0.98 | 新进 | | 交通银行股份有限公司-中欧责任投资混合型证券投资基金 | 262.11 | 0.94 | 40. ...

Investment Overview - Shanghai Aladdin Biochemical Technology Co., Ltd. plans to invest in Shanghai Yamei Biopharmaceutical Technology Co., Ltd. through capital increase and share acquisition, with a total investment of 41.17 million RMB [2][5][19] - The investment will occur in two phases: first, a capital increase of 24.7 million RMB at a valuation of 140 million RMB to acquire 15% equity; second, a share transfer of 10% equity from existing shareholders at a valuation of 164.7 million RMB for 16.47 million RMB [2][19] Company Profile - Shanghai Yamei Biopharmaceutical Technology Co., Ltd. specializes in the research and production of life science research tools, including antibodies, protein reagents, and cell biology products, with a unique advantage in protein immunoblotting solutions [5][18] - The company aims to provide a comprehensive solution for biological experiments, complementing Aladdin's existing product lines in antibodies, proteins, and biochemical reagents [5][18][27] Transaction Details - The total investment of 41.17 million RMB will be funded from the company's own resources, and the transaction does not constitute a major asset restructuring or related party transaction [3][25][26] - The investment has been approved by the company's general manager's office and does not require further approval from the board of directors or shareholders [3][7][9] Financial Metrics - The investment's price-to-earnings ratio is calculated at 14.10 times based on the projected net profit for 2024 [19] - After the investment, the company will hold 25% of Yamei Biopharmaceutical's equity [15][19] Governance Structure - Following the investment, the governance structure of Yamei Biopharmaceutical will include a board of directors with three members, where Aladdin can appoint one director and the founder can appoint two [24]

Group 1: Major Announcements - China Energy Engineering Corporation's subsidiary won an EPC project worth approximately 5.118 billion yuan for the construction of a thermal power project [1] - Aladdin plans to invest 41.17 million yuan to acquire a 25% stake in Yamei Biological, a company focused on life science research tools [3] - ST Mingcheng intends to sell a 45% stake in its subsidiary, Time Media, which will positively impact the company's capital efficiency [4] - Chengdi Xiangjiang's subsidiary is a candidate for a 1.632 billion yuan EPC project with China Mobile [5] - YTO Express's controlling shareholder plans to increase its stake in the company by 100 million to 200 million yuan [6] Group 2: Financial Performance - Baofeng Energy reported a net profit of 2.437 billion yuan for Q1 2025, a year-on-year increase of 71.49% [7] - Chunzhong Technology's net profit for 2024 is expected to grow by 390.75%, with a proposed cash dividend of 2.5 yuan per 10 shares [8] - Ruixin Microelectronics anticipates a net profit increase of 341.01% for 2024, proposing a cash dividend of 6.5 yuan per 10 shares [9] - Hunan Gold's Q1 2025 net profit increased by 104.63% to 332 million yuan [14] - Zhejiang Shibao's Q1 2025 net profit grew by 123.77% to 48.735 million yuan [15] - ZTE Corporation reported a net profit decline of 10.5% for Q1 2025, totaling 2.453 billion yuan [16] Group 3: Shareholder Actions - Double Tower Foods plans to repurchase shares worth 200 million to 300 million yuan for employee stock ownership plans [11] - BYD announced a profit distribution plan involving a cash dividend of 39.74 yuan per 10 shares and a stock dividend of 8 shares for every 10 shares held [12] - Yuanxin Industrial expects a net profit increase of 164.1% for 2024, proposing a cash dividend of 3 yuan per 10 shares [17]

一、并购 5、用友网络：筹划发行H股并在香港联交所上市。 1、中储股份：拟收购广州货代和寿阳公司100%股权。 二、回购、增持、股权转让 1、双塔食品：拟2亿元-3亿元回购公司股份用于股权激励。 2、雪天盐业：控股股东拟增持1.5亿元-3亿元。 3、九牧王：股东计划内部转让股份不超0.21%。 三、对外投资 1、比亚迪：2024年度拟10送8转12派39.74元，现金红利总额约为120.77亿元，创历史新高。 2、汇绿生态：控股子公司拟投资2亿元建设光通信项目。 3、城地香江：联合体为中国移动（宁夏中卫）数据中心项目中标候选人之一，投标报价16.32亿元。 4、软控股份：拟3.08亿元投资碳五新材延链精细化工项目。 6、阿拉丁：拟认购雅酶生物25%股权。 四、业绩变动 1、湖南黄金：2025年一季度净利润3.32亿元，同比增长104.63%；主要是金、锑产品销价同比上涨盈利 增加所致。 2、宝丰能源：一季度净利润24.4亿元，同比增长71.49%；公司内蒙古烯烃项目投产，主要产品聚烯烃 产销量增加。 3、全志科技：一季度净利润9155.2万元，同比增长86.51；公司在智能汽车电子、扫地机机器人、智能 投影等 ...

| 证券代码：688179 | 证券简称：阿拉丁 | 公告编号：2025-025 | | --- | --- | --- | | 转债代码：118006 | 转债简称：阿拉转债 | | 上海阿拉丁生化科技股份有限公司 关于自愿披露对外投资上海雅酶生物医药科技有限 公司的公告 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、准确性和完整性承担个别及连带责任。 重要内容提示： 上海阿拉丁生化科技股份有限公司（以下简称"阿拉丁"或"公司"）拟 以增资、认购老股方式对上海雅酶生物医药科技有限公司（以下简称"目标公司" 或"雅酶生物"）进行投资，认购目标公司一定的新增注册资本及认购老股（"本 次投资"）。本次投资分两步走，第一步由公司先按 14,000 万元的估值向目标公 司增资 2,470 万元，取得目标公司增资后 15%的股权；第二步由公司按 16,470 万 元的估值受让原股东持有的目标公司（增资后）10%的股权，股权转让总对价为 1,647 万元。本次投资下投资方合计出资 4,117 万元。上述资金来自公司自筹资 金。本次投资完成后，公司将持有雅酶生物 25 ...

Core Viewpoint - Aladdin plans to acquire a 25% stake in Shanghai Yamei Biotechnology Co., Ltd through a two-step investment process [1] Group 1: Investment Details - The first step involves an investment of 24.7 million yuan to obtain 15% equity after the capital increase [1] - The second step includes acquiring 10% equity from existing shareholders for a total consideration of 16.47 million yuan [1] - The total investment amounts to 41.17 million yuan, funded by the company's own resources [1] Group 2: Company Profile - Shanghai Yamei Biotechnology Co., Ltd specializes in the research and production of scientific tools in the life sciences sector [1] - The company's business scope includes antibodies, protein reagents, and cell biology products [1]

国泰海通主要观点如下： 政策受益，科研制药上游是战略新兴产业自主可控的重要组成部分 智通财经获悉，国泰海通发布研报称，科研制药上游作为战略新兴产业自主可控的重要组成部分，正迎 来政策与市场的双重驱动。国家层面持续出台支持政策，包括《"十四五"生物经济发展规划》要求提升 产业链安全水平，科技部明确"高端产品研发自主化"目标，叠加进口品牌受关税成本上升影响，具备自 主创新能力的国产企业迎来替代窗口期。重点推荐泰坦科技(688133.SH)、阿拉丁(688179.SH)、纳微科 技(688690.SH)等核心标的。 风险提示：关税地缘政治风险、全球医药研发景气度风险、创新药鼓励扶持政策不达预期风险。 中国市场正以庞大的人口基数与快速增长的生物医药需求逐渐成为生命科学产业的新兴市场，未来几年 中国生命科学制品市场规模将快速增长，生命科学制品的高端市场长期由欧美企业主导，该行认为，国 产替代空间依然巨大。在国产替代的大趋势下，具备自主创新研发能力、能够提供性能与进口产品相 似、甚至优于进口产品的企业将在激烈的市场竞争中脱颖而出。 若进口品牌受关税影响成本上升，国产品牌性价比有望进一步凸显 根据默克、珀金埃尔默等进口品牌 ...

Group 1 - The core viewpoint is that the upstream pharmaceutical research and development sector is a crucial part of the strategic emerging industry, benefiting from both policy and market drivers [1][2] - The Chinese government has introduced a series of supportive policies for the biopharmaceutical industry, emphasizing the need for domestic substitution and enhancing the safety and stability of the supply chain [2][3] - The report highlights key recommended stocks such as Titan Technology (688133.SH), Aladdin (688179.SH), and Nawei Technology (688690.SH) as core targets for investment [1] Group 2 - The domestic innovation-driven substitution is expected to rapidly increase the domestic substitution rate in the biopharmaceutical market, which is becoming a new emerging market due to its large population and growing demand [3] - The high-end market for life science products has been dominated by European and American companies, but there is significant potential for domestic alternatives to emerge [3] - The cost pressure on imported brands due to tariffs is expected to create a favorable environment for domestic brands, enhancing their competitiveness [4]