和元生物属于医疗服务板块，公司专注于基因治疗领域，主营业务包括基因治疗载体的研发、生产和销 售。公司拥有多项核心技术，在CAR-T细胞疗法、CRO等领域具有业务布局。 截至2025年8月27日收盘，和元生物股价报7.98元，较前一交易日下跌4.43%。当日成交量为225457手， 成交金额达1.85亿元。 数据显示，和元生物当日主力资金净流出2124.37万元，近五个交易日累计净流出3601.42万元。 风险提示：市场有风险，投资需谨慎。（本内容由AI生成，仅供参考，不构成投资建议。） ...

证券之星消息，根据市场公开信息及8月26日披露的机构调研信息，中加基金近期对2家上市公司进行了 调研，相关名单如下： 个股亮点：公司依托生成式AI赋能序列设计创新，构建了基于Transformer、Diffusion等深度学习框架的 序列评分和序列生成的AI模型 中加基金成立于2013年，截至目前，资产管理规模(全部公募基金)1411.93亿元，排名49/210；资产管理 规模(非货币公募基金)1242.2亿元，排名42/210；管理公募基金数135只，排名60/210；旗下公募基金经 理19人，排名72/210。旗下最近一年表现最佳的公募基金产品为中加科技创新混合发起式A，最新单位 净值为1.68，近一年增长128.28%。旗下最新募集公募基金产品为中加沪深300红利低波动指数A，类型 为指数型-股票，集中认购期2025年8月18日至2025年9月5日。 2)和元生物(中加基金参与公司业绩说明会&电话会议等&通讯方式) 1)可孚医疗（301087）(中加基金参与公司特定对象调研&电话会议) 调研纪要：可孚医疗在2025年上半年健耳听力营业收入同比增长超20%，下半年将继续提升老店收入规 模，推动新设门店收入 ...

机构简介： 上海丹羿投资管理合伙企业是国内私募投资管理机构，成立于2015年4月，实缴资本金1000万。公司于 2015年在中国证券投资基金业协会管理备案编号：P1015236公司核心高管均从事投研工作十年以上， 在华宝兴业基金、国投瑞银基金、国金证券等机构担任过投资经理或首席研究员，期间管理基金规模数 十亿，名列前茅 根据市场公开信息及8月26日披露的机构调研信息，知名私募丹羿投资近期对1家上市公司进行了调研， 相关名单如下： 1）和元生物 （上海丹羿投资参与公司业绩说明会&电话会议等&通讯方式） 个股亮点：公司依托生成式AI赋能序列设计创新，构建了基于Transformer、Diffusion等深度学习框架的 序列评分和序列生成的AI模型 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

和元生物技术（上海）股份有限公司 简式权益变动报告书 上市公司：和元生物技术（上海）股份有限公司 股票上市地点：上海证券交易所 股票简称：和元生物 股票代码：688238 信息披露义务人 1：浙江华睿盛银创业投资有限公司 注册地址：浙江省诸暨市岭北镇金山湖村 323 号 通讯地址：杭州市西湖区文二路 391 号西湖国际科技大厦 A 座 19 楼 信息披露义务人 2：诸暨富华产业转型升级基金合伙企业（有限合伙） 注册地址：浙江省诸暨市岭北镇金山湖村 153 号 通讯地址：杭州市西湖区文二路 391 号西湖国际科技大厦 A 座 19 楼 通讯地址：杭州市西湖区文二路 391 号西湖国际科技大厦 A 座 19 楼 信息披露义务人 4：浙江华睿火炬创业投资合伙企业（有限合伙） 注册地址：浙江省杭州市滨江区江南大道 3900 号 1 层 1030 室 通讯地址：杭州市西湖区文二路 391 号西湖国际科技大厦 A 座 19 楼 信息披露义务人 5：杭州华睿嘉银股权投资合伙企业（有限合伙） 注册地址：浙江省杭州市余杭区仓前街道景兴路 999 号 6 幢 209-6-200 通讯地址：杭州市西湖区文二路 391 号西湖国际科 ...

证券代码：688238 证券简称：和元生物 公告编号：2025-059 和元生物技术（上海）股份有限公司 关于持股 5%以上股东权益变动至 5%以下的 ●本次权益变动为持股 5%以上非第一大股东减持，不会导致公司控股股东及 实际控制人的情况发生变化。 公司于近日收到股东华睿盛银及其一致行动人出具的《简式权益变动报告 书》及《关于股份减持计划实施结果的告知函》，现将有关权益变动情况公告如 1 下： 一、本次权益变动基本情况 （一）信息披露义务人基本情况 提示性公告 本公司董事会、全体董事及相关股东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： ●本次权益变动系和元生物技术（上海）股份有限公司（以下简称"公司"） 股东浙江华睿盛银创业投资有限公司（以下简称"华睿盛银"）、诸暨富华产业 转型升级基金合伙企业（有限合伙）（以下简称"诸暨富华"）、浙江华睿胡庆 余堂健康产业投资基金合伙企业（有限合伙）（以下简称"华睿胡庆余堂"）、 浙江华睿火炬创业投资合伙企业（有限合伙）（以下简称"华睿火炬"）、杭州 华睿嘉银股权投资合伙企业（有限合伙 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：688238 公司简称：和元生物 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2重大风险提示 本公司已在本半年度报告中详细阐述在生产经营过程中可能面临的相关风险，敬请查阅第三节"管理层 讨论与分析"之"四、风险因素"部分的相关内容。公司提请投资者特别关注如下风险： 报告期内，公司细胞和基因治疗CDMO业务继续受宏观环境变化、产业状况、下游需求等因素影响，执 行订单价格仍处于较低水平，而公司临港产业基地产能释放需要时间，折旧摊销成本、能耗成本、行政 办公费用等运营成本费用相对较高，截止目前细胞和基因治疗CDMO业务营业毛利率仍为负值，公司整 体仍处于亏损状态，但较上年度同期有所改善。 细胞和基因治疗是生物医药行业未来的重点发展方向，国家和地方不同层级产业政策持续给予大力支 持，随着国内外投融资环境改善、行业调整逐步完成以及公司临港产业基地产能爬坡释放，公司通过提 升研发效率、布局新业务领域、提质增效等积极措施， ...

Core Viewpoint - The report highlights the ongoing challenges faced by the company in its cell and gene therapy CDMO business, including low order prices and high operational costs, while also emphasizing the potential for growth in the industry supported by favorable policies and technological advancements [1][6][11]. Financial Performance - The company reported a revenue of approximately 119.85 million yuan for the first half of 2025, representing a 6.01% increase compared to the same period last year [4]. - The total profit for the period was a loss of approximately 102.77 million yuan, an improvement from a loss of 113.36 million yuan in the previous year [4]. - The net profit attributable to shareholders was approximately -104.57 million yuan, showing a reduction in losses compared to -113.35 million yuan in the same period last year [4][5]. Industry Overview - The cell and gene therapy sector is identified as a key growth area in biomedicine, with significant advancements in technology and increasing clinical applications [7][11]. - The global pipeline for gene therapies has expanded, with over 4,469 gene therapy projects reported as of mid-2025, indicating a robust growth trajectory in the industry [10][11]. - The industry is characterized by a diverse landscape, with both large enterprises and numerous small to medium-sized companies, leading to a competitive environment [7][11]. Technological Advancements - Continuous innovation in gene editing and delivery technologies is crucial for the advancement of cell and gene therapies, with AI playing a significant role in enhancing research efficiency [8][9]. - Recent breakthroughs in stem cell therapy and regenerative medicine are paving the way for new clinical applications, demonstrating the potential for significant market growth [12][13]. Market Dynamics - The investment landscape for cell and gene therapy is showing signs of recovery in China, with a total financing amount of approximately 4.09 billion yuan in the first half of 2025, up from 2.57 billion yuan in the same period of 2024 [11][12]. - Despite the positive trends, the CDMO sector faces challenges due to the complexity and high costs associated with drug development and production, which may hinder rapid revenue growth [11][12]. Regulatory Environment - The government continues to support the cell and gene therapy industry through various policies aimed at promoting innovation and ensuring quality standards in drug development [14].

Core Viewpoint - He Yuan Bio reported a steady growth in revenue and advancements in AI technology to enhance research and development efficiency, positioning itself for rapid industry development [1][2][3] Financial Performance - In the first half of 2025, He Yuan Bio achieved operating revenue of 119.85 million yuan, a year-on-year increase of 6.01% [1] - The net profit attributable to the parent company, excluding non-recurring gains and losses, was -10.45 million yuan, a reduction in losses by 14.89 million yuan compared to the same period last year [1] Business Segments - The company’s CRO business in cell and gene therapy generated sales revenue of 40.70 million yuan, up 3.79% year-on-year [1] - The CDMO business maintained its leading position with sales revenue of 65.62 million yuan, remaining stable compared to the previous year [1] - He Yuan Bio assisted clients in obtaining 52 domestic and international IND approvals and undertook over 540 CDMO projects, including 5 Phase III clinical projects, with new CDMO business orders exceeding 90 million yuan in the year [1] R&D and Innovation - R&D investment for the first half of 2025 was 23.21 million yuan, accounting for 19.37% of operating revenue, with 2 new invention patent applications and 8 utility model patent applications [2] - The company overcame key technical challenges, such as the formation of packaging cell syncytia [2] AI Integration - He Yuan Bio is actively integrating AI technology to build an intelligent research and development system, enhancing efficiency in research and production [2] - The company developed a virus yield prediction model based on BERT, optimizing virus packaging scale and improving overall production efficiency [3] - An AI model for AAV virus vector optimization was created using generative AI, balancing high survival rates with functional mutations [3] Future Outlook - He Yuan Bio anticipates a stable and positive development trend, supported by sufficient order reserves, steady capacity release at the Lingang base, and deep integration of AI technology [3]

Group 1 - The company reported a revenue of 119,854,988.98 yuan for the first half of 2025, representing a year-on-year growth of 6.01% [2] - The net profit attributable to shareholders of the listed company was -104,570,120.70 yuan [2]

Core Viewpoint - The company, He Yuan Bio, is navigating through a challenging period in the biopharmaceutical industry by focusing on technological barriers and production efficiency as key factors for sustainable growth [1] Group 1: Financial Performance - In the first half of 2025, He Yuan Bio reported a revenue of 119.85 million yuan, representing a year-on-year growth of 6.01% [1] - The net profit attributable to the parent company was -104.57 million yuan, a decrease in loss of 8.78 million yuan compared to the same period last year [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses was -104.51 million yuan, a decrease in loss of 14.90 million yuan year-on-year [1] Group 2: Business Development - The CRO business segment achieved sales revenue of 40.70 million yuan, a year-on-year increase of 3.79%, serving over 14,000 research laboratory clients [2] - The CDMO business maintained its leading position with sales revenue of 65.62 million yuan, remaining stable compared to the previous year [2] - The company assisted clients in obtaining 52 domestic and international IND approvals and undertook over 540 CDMO projects, with new orders exceeding 90 million yuan in the year [2] Group 3: Regenerative Medicine Progress - He Yuan Bio has made significant advancements in regenerative medicine, including the development of processes for stem cells and immune cells [3] - The company’s subsidiary, He Yuan He Mei, successfully registered human dermal fibroblast exosomes in the global cosmetics ingredient directory, expanding its market opportunities [3] - The company is enhancing its production capacity at its Lingang industrial base, which is now fully operational, positioning itself among the top in the international industry [3] Group 4: R&D and Technological Innovation - In the first half of 2025, He Yuan Bio invested 23.21 million yuan in R&D, accounting for 19.37% of its revenue, and filed for 10 new patents [4] - The company is leveraging AI technology to enhance research and production efficiency, developing an intelligent R&D system that integrates AI with production data [5] - The AI models developed by the company are being applied across various R&D projects, significantly improving efficiency [5] Group 5: Market Outlook - Despite the current adjustment period in the CGT CDMO industry, the long-term growth potential remains intact, with projections indicating that the global and Chinese CGT CDMO market will reach $27.45 billion and $4.48 billion by 2030, respectively [6] - The company is expected to strengthen its competitive edge through optimized capacity and order growth, combined with deep integration of technology and AI [6] - As the biopharmaceutical industry improves, He Yuan Bio is poised to accelerate its growth potential in the cell and gene therapy sector [6]