2025年上半年，广州工控集团旗下7家上市公司再次向市场交出一份亮眼的成绩单，上市资产比重、发 展质量有效提升，实现产业经营与资本运营融合互促、内在价值与市场价值齐头并进，充分发挥科技创 新、产业控制和安全支撑作用。 中国上市公司协会党委委员、副会长余辉在发言中充分肯定广州工控集团在可持续发展体系建设、投资 者关系管理及创新资本赋能等方面的成效。他指出，广州工控集团秉持"尊重投资者、回报投资者"理 念，与中上协倡导的"合规、平等、主动、诚信"原则高度一致，为资本市场树立了"知行合一"的典范。 广州市人民政府国有资产监督管理委员会正局级干部刘先荣在致辞中表示，面对复杂外部环境，广州工 控集团积极应对，主要经济指标稳步增长，位居市属国企前列，为广州市工业稳增长和促投资作出重要 贡献。广州市人民政府国有资产监督管理委员会坚决贯彻"制造业立市"战略，推动国有资本向主业和优 势企业集中，期望广州工控集团持续发挥"头雁"效应，系统运用市值管理工具箱，聚焦主业、强化创 新、完善治理、提升回报，让"工控价值"获得市场广泛认可。 多领域实现突破性进展 本报讯 （记者丁蓉）9月15日，广州工业投资控股集团有限公司（以下简称"广州 ...

房地产板块异动拉升，荣盛发展、香江控股、华丽家族涨停，卧龙新能、首开股份（维权）、珠江股 份、天地源、海泰发展等跟涨。 ...

证券研究报告 2025 年 09 月 14 日 湘财证券研究所 行业研究 疫苗行业周报 HPV 疫苗有望纳入国家免疫规划，国家免疫规划将迎来实质性扩容 相关研究： 1. 《疫苗行业Q2业绩依然承压》 20250831 2. 《国产疫苗再突破》20250907 行业评级：增持（维持） 近十二个月行业表现 0 10 20 30 40 50 24/09 24/12 25/03 25/06 沪深300_累计 疫苗_累计 | % | 1 个月 | 3 个月 | 12 个月 | | --- | --- | --- | --- | | 相对收益 | -7 | -2 | -20 | | 绝对收益 | 0 | 15 | 21 | 注：相对收益与沪深 300 相比 分析师：许雯 证书编号：S0500517110001 Tel：021-50293534 Email：xw3315@xcsc.com 地址：上海市浦东新区银城路88号 中国人寿金融中心10楼 核心要点： 国内外疫苗动态 HPV 疫苗有望纳入国家免疫规划。7 月 11 日国务院新闻办公室举行"高质量 完成'十四五'规划"系列主题新闻发布会，国家卫生健康委副主任、国家 疾控 ...

Group 1 - The core viewpoint of the news is that CanSino's stock has experienced fluctuations, with a current price of 83.06 CNY per share and a market capitalization of 20.55 billion CNY, reflecting a year-to-date increase of 36.05% [1] - As of June 30, CanSino had 17,500 shareholders, a decrease of 1.92% from the previous period, with an average of 0 circulating shares per shareholder [2] - For the first half of 2025, CanSino reported a revenue of 382 million CNY, representing a year-on-year growth of 26%, while the net profit attributable to shareholders was -13.49 million CNY, showing a significant increase in losses of 94.02% [2] Group 2 - CanSino's main business involves the research, production, and commercialization of innovative vaccines, with vaccine sales accounting for 97.84% of total revenue [1] - The company has cumulatively distributed 198 million CNY in dividends since its A-share listing, with no dividends distributed in the past three years [3] - CanSino operates within the pharmaceutical and biotechnology industry, specifically in the vaccine sector, and is associated with concepts such as monkeypox, anti-influenza, and biopharmaceuticals [1]

Core Insights - The vaccine industry is experiencing significant challenges, with many companies reporting substantial losses and declining revenues in 2025 [4][20][21] - Price wars and vaccine hesitancy are identified as major factors contributing to the industry's downturn [4][12][14] Financial Performance - In the first half of 2025, major vaccine companies like Zhifei Biological and Wantai Biological reported their first-ever half-year losses, with net profits dropping by 127% and 155% respectively [4][5] - Overall, vaccine revenue for listed companies in China decreased by 60% year-on-year, with net profits down by 113% [4] - Among 17 listed vaccine companies, only 6 reported profits, with the highest profit being 1.22 billion yuan from Chengda Biological [4] Market Dynamics - The top five vaccine companies by market capitalization are Wantai Biological, Zhifei Biological, CanSino, Kangtai Biological, and Watson Biological, with only CanSino showing a profit increase due to its innovative four-valent meningococcal vaccine [4][5] - A significant price drop in flu vaccines has been noted, with prices falling to as low as 5.5 yuan per dose, leading to intense competition [6][7][8] Price Wars - The price of various vaccines, including flu and HPV vaccines, has been driven down due to aggressive competition, with some prices dropping to a fraction of their previous levels [9][10][11] - Wantai Biological's entry into the nine-valent HPV vaccine market has intensified competition, leading to significant price reductions across the sector [9][10] Vaccine Hesitancy - Vaccine hesitancy has become a critical issue, particularly for non-mandatory vaccines, with many individuals expressing doubts about vaccine efficacy [14][15][16] - The overall vaccination rates for flu vaccines remain low in China, with annual rates below 4%, compared to over 50% in developed countries [16] Industry Outlook - The vaccine industry is facing a prolonged period of challenges, with experts predicting that the current downturn may last five to ten years unless significant changes occur in public perception and market dynamics [20][21] - The industry is expected to undergo consolidation, with weaker companies likely to be eliminated as competition intensifies [21]

证券之星消息，9月11日光学光电子板块较上一交易日上涨2.74%，腾景科技领涨。当日上证指数报收于 3875.31，上涨1.65%。深证成指报收于12979.89，上涨3.36%。光学光电子板块个股涨跌见下表： 从资金流向上来看，当日光学光电子板块主力资金净流入11.58亿元，游资资金净流出11.09亿元，散户资 金净流出4911.6万元。光学光电子板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688185 | 腾景科技 | 101.44 | 20.00% | 19.45万 | | 18.12亿 | | 835438 | 戈碧迦 | 49.16 | 10.57% | 11.91万 | | 5.69亿 | | 600071 | 凤凰光学 | 23.07 | 10.01% | 14.15万 | | 3.17亿 | | 300701 | 标霸传感 | 14.28 | 9.85% | 53.39万 | | 7.59亿 | | 300120 | 经纬辉开 | 1 ...

2025年8月底，多家疫苗企业交出最差中报，智飞生物（300122）（300122.SZ）、万泰生物（603392） （603392.SH）两大龙头出现上市后首次半年度亏损，净利润同比分别骤降127%、155%。在17家疫苗 上市公司中，只有6家实现盈利，利润最高的成大生物(688739.SH)也只有1.22亿元。 从全行业看，2025年上半年，中国疫苗上市公司整体的疫苗收入同比下降60%，净利润同比下降 113%。 目前，A股市值前五的疫苗企业分别是万泰生物、智飞生物、康希诺（688185.SH）、康泰生物 （300601）（300601.SZ）、沃森生物（300142）（300142.SZ）。其中，只有康希诺上半年净利润同比 增长，这主要是因为其推出了中国唯一的四价流脑结合疫苗，极具竞争优势的创新产品促使了业绩的提 振。 | | | | 市值前5疫苗企业营收情况 | | | | --- | --- | --- | --- | --- | --- | | 企业 | 市值 | | 2025H1收入 收入同比 2025H1净利润 | | 净利润同比 | | 万泰生物 | 768 | 8. 44 | -38% | ...

Group 1 - A-share market saw a total of 65 stocks hitting the daily limit up on September 10 [1] - Real estate stocks led the surge, with Shoukai Co. achieving six consecutive limit ups [1] - Wolong New Energy recorded three consecutive limit ups [1]

康希诺今年以来股价涨42.31%，近5个交易日涨3.53%，近20日涨5.31%，近60日涨44.66%。 9月9日，康希诺盘中上涨2.03%，截至09:57，报86.88元/股，成交8374.76万元，换手率0.85%，总市值 214.98亿元。 资金流向方面，主力资金净流入487.75万元，特大单买入749.48万元，占比8.95%，卖出215.17万元，占 比2.57%；大单买入1473.87万元，占比17.60%，卖出1520.43万元，占比18.15%。 资料显示，康希诺生物股份公司位于天津经济技术开发区西区南大街185号西区生物医药园，成立日期 2009年1月13日，上市日期2020年8月13日，公司主营业务涉及研发、生产和商业化符合中国及国际标准 的创新型疫苗企业。主营业务收入构成为：疫苗及相关产品销97.84%，其他(补充)2.16%。 分红方面，康希诺A股上市后累计派现1.98亿元。近三年，累计派现0.00元。 责任编辑：小浪快报 康希诺所属申万行业为：医药生物-生物制品-疫苗。所属概念板块包括：猴痘概念、抗流感、中盘、疫 苗、生物医药等。 截至6月30日，康希诺股东户数1.75万，较上期减 ...

Group 1 - The core viewpoint of the news is that CanSino Biologics has shown a significant stock price increase of 38.53% year-to-date, despite a slight decline in the last five and twenty trading days [1] - As of September 8, CanSino's stock price was 84.57 CNY per share, with a market capitalization of 20.93 billion CNY [1] - The company reported a net inflow of main funds amounting to 3.08 million CNY, with significant buying activity from large orders [1] Group 2 - For the first half of 2025, CanSino achieved a revenue of 382 million CNY, reflecting a year-on-year growth of 26% [2] - The net profit attributable to the parent company for the same period was -13.49 million CNY, indicating a year-on-year increase of 94.02% in losses [2] - The number of shareholders decreased by 1.92% to 17,500 as of June 30 [2] Group 3 - Since its A-share listing, CanSino has distributed a total of 198 million CNY in dividends, with no dividends paid in the last three years [3]