资料显示，上海南方模式生物科技股份有限公司位于上海市浦东新区琥珀路63弄1号，成立日期2000年9 月20日，上市日期2021年12月28日，公司主营业务涉及从事基因修饰动物模型的研发、生产、销售及相 关技术服务。主营业务收入构成为：标准化模型48.34%，模型技术服务21.92%，模型繁育19.50%，定 制化模型9.34%，其他(补充)0.91%。 南模生物所属申万行业为：医药生物-医疗服务-医疗研发外包。所属概念板块包括：细胞治疗、CRO概 念、抗癌治癌、抗癌药物、增持回购等。 截至9月30日，南模生物股东户数6687.00，较上期增加2.53%；人均流通股11658股，较上期减少 2.47%。2025年1月-9月，南模生物实现营业收入3.03亿元，同比增长14.29%；归母净利润2676.49万元， 同比增长276.14%。 11月24日，南模生物盘中上涨2.09%，截至09:51，报41.45元/股，成交725.80万元，换手率0.23%，总市 值32.32亿元。 南模生物今年以来股价涨79.28%，近5个交易日跌5.24%，近20日跌12.72%，近60日跌30.39%。 今年以来南模生物已经4次 ...

Group 1 - The core viewpoint of the news is that Nanmo Biotechnology experienced a decline in stock price and significant financing activity, indicating a high level of market interest and potential volatility [1] - On November 12, Nanmo Biotechnology's stock fell by 1.59%, with a trading volume of 53.85 million yuan. The net financing buy was -10.10 million yuan, with a total financing balance of 57.63 million yuan, accounting for 1.68% of the circulating market value [1] - The company has a high financing balance, exceeding the 60th percentile of the past year, indicating a relatively elevated level of leverage in the market [1] Group 2 - As of September 30, the number of shareholders for Nanmo Biotechnology increased by 2.53% to 6,687, while the average circulating shares per person decreased by 2.47% to 11,658 shares [2] - For the period from January to September 2025, Nanmo Biotechnology reported a revenue of 303 million yuan, representing a year-on-year growth of 14.29%, and a net profit attributable to shareholders of 26.76 million yuan, which is a significant increase of 276.14% year-on-year [2] Group 3 - Since its A-share listing, Nanmo Biotechnology has distributed a total of 30.04 million yuan in dividends, with 10.00 million yuan distributed over the past three years [3] - As of September 30, 2025, Tianhong Medical Health A became the tenth largest circulating shareholder with 377,400 shares, while a previous major shareholder, Rongtong Health Industry Flexible Allocation Mixed A/B, exited the top ten list [3]

分红方面，南模生物A股上市后累计派现3004.13万元。近三年，累计派现1000.47万元。 机构持仓方面，截止2025年9月30日，南模生物十大流通股东中，天弘医疗健康A（001558）位居第十 大流通股东，持股37.74万股，为新进股东。融通健康产业灵活配置混合A/B（000727）退出十大流通股 东之列。 11月11日，南模生物跌0.20%，成交额1747.00万元。两融数据显示，当日南模生物获融资买入额187.27 万元，融资偿还223.36万元，融资净买入-36.09万元。截至11月11日，南模生物融资融券余额合计 6773.21万元。 融资方面，南模生物当日融资买入187.27万元。当前融资余额6773.21万元，占流通市值的1.95%，融资 余额超过近一年70%分位水平，处于较高位。 融券方面，南模生物11月11日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，上海南方模式生物科技股份有限公司位于上海市浦东新区琥珀路63弄1号，成立日期2000年9 月20日，上市日期2021年 ...

Core Viewpoint - Nanmo Bio experienced a slight decline in stock price, with significant financing activity indicating a high level of market interest and liquidity [1][2]. Group 1: Financial Performance - For the period from January to September 2025, Nanmo Bio achieved a revenue of 303 million yuan, representing a year-on-year growth of 14.29% [2]. - The net profit attributable to shareholders for the same period was 26.76 million yuan, showing a substantial year-on-year increase of 276.14% [2]. Group 2: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Nanmo Bio reached 6,687, an increase of 2.53% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 2.47% to 11,658 shares [2]. - The company has distributed a total of 30.04 million yuan in dividends since its A-share listing, with 10.00 million yuan distributed over the past three years [3]. Group 3: Financing and Margin Data - On November 6, 2023, Nanmo Bio recorded a financing buy-in of 2.72 million yuan, while the financing repayment amounted to 4.31 million yuan, resulting in a net financing outflow of 1.59 million yuan [1]. - The total margin balance for Nanmo Bio as of November 6, 2023, was 73.85 million yuan, accounting for 2.10% of its market capitalization, which is above the 70th percentile of the past year [1]. - There were no short sales or borrowings on November 6, 2023, indicating a lack of bearish sentiment in the market [1].

Group 1 - The core point of the news is the initiation of large-scale clinical trials for gene-edited pig kidneys for human transplantation, marking a significant breakthrough in gene editing technology [1] - The trials are approved by the FDA and aim to systematically evaluate the safety and efficacy of gene-edited pig kidneys for patients with end-stage kidney disease [1] - There have been multiple advancements in gene editing technology globally, including successful transplants of gene-edited organs and new treatment approaches for genetic disorders [1] Group 2 - Huazhong Securities notes that breakthroughs in gene editing technology have significantly lowered the technical barriers for genetic modification, enabling large-scale industrial production and reducing drug production costs [2] - A total of 22 listed companies in the A-share market have gene editing technology reserves, with several companies reporting profitability in their third-quarter results [3] - Notable companies include Shuanglu Pharmaceutical, which reported a net profit of 141 million yuan, and Mengcao Ecological, which saw a 48.73% year-on-year increase in net profit [3][4] Group 3 - Companies like Wanjian Medical are collaborating with research institutions to develop cotton varieties using gene editing technology, indicating the application of gene editing beyond human health [5] - The number of institutional ratings for gene editing concept stocks shows significant interest, with companies like Wanjian Medical and Huaxi Biological receiving the highest number of ratings [6]

证券代码：688265 证券简称：南模生物 公告编号：2025-068 上海南方模式生物科技股份有限公司 关于回购股份集中竞价减持股份进展公告 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： 回购股份的基本情况 上海南方模式生物科技股份有限公司（以下简称"公司"）于 2024 年 2 月 23 日至 2024 年 5 月 22 日期间通过集中竞价交易方式累计回购股份 788,912 股，占 公司总股本的 1.0119%。前述回购的股份拟用于维护公司价值及股东权益，将在 披露回购实施结果公告（即 2024 年 5 月 23 日）12 个月后采用集中竞价的方式 出售，并在披露股份回购实施结果公告日后 3 年内完成转让；若公司未能在上述 期限内完成转让，尚未转让的已回购股份将予以注销。 减持计划的进展情况 2025 年 8 月 29 日，公司在上海证券交易所网站（www.sse.com.cn）披露了 《关于回购股份集中竞价减持股份计划公告》（公告编号：2025-054），公司计划 按照市场价格，通过集 ...

证券代码：688265 证券简称：南模生物 公告编号：2025-069 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： 投资者可于 2025 年 11 月 6 日（星期四）至 11 月 12 日（星期三） 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过 上海南方模式生物科技股份有限公司（以下简称"公司"）邮箱 ir@modelorg.com 进行提问。公司将在说明会上对投资者普遍关注的 问题进行回答。 公司已于 2025 年 10 月 30 日发布公司《2025 年第三季度报告》， 为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、 财务状况，公司计划于 2025 年 11 月 13 日（星期四）15:00-16:30 参 加 2025 年上海辖区上市公司三季报集体业绩说明会，就投资者关心 的问题进行交流。 会议召开时间：2025 年 11 月 13 日（星期四）15:00-16:30 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow. ...

Core Points - Nanmo Biology's stock price fell by 3.72% to 48.72 yuan on November 3 [1] - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on December 28, 2021, with an initial offering price of 84.62 yuan per share [1] - The stock is currently in a state of decline, having reached a peak price of 82.00 yuan on its first trading day [1] Fundraising and Financials - Nanmo Biology raised a total of 1.649 billion yuan through its initial public offering (IPO), with a net amount of 1.468 billion yuan after deducting issuance costs [1] - The net fundraising amount exceeded the original plan by 1.068 billion yuan [1] - The company planned to use the funds for various projects, including a biological research base, a genetically modified model resource library, and working capital [1] Issuance Costs - The total issuance costs for the IPO amounted to 181 million yuan, with underwriting fees accounting for 158 million yuan [1]

Core Insights - The medical services sector experienced a rise of 1.67% on October 31, with Haitai Biological leading the gains [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Medical Services Sector Performance - Haitai Biological (300683) closed at 34.46, up 11.20% with a trading volume of 158,200 shares and a transaction value of 530 million [1] - Other notable performers included: - Nanmo Biological (688265) at 50.60, up 9.98% [1] - Nuo Si Ge (301333) at 68.59, up 7.00% [1] - Yangguang Nuohe (688621) at 58.75, up 5.10% [1] - *ST Biological (000504) at 9.57, up 5.05% [1] Capital Flow Analysis - The medical services sector saw a net inflow of 461 million from institutional investors, while retail investors experienced a net inflow of 918,230 [2] - Notable capital flows included: - Innovation Medical (002173) with a net inflow of 14.416 million from institutional investors [3] - Tai Ge Medical (300347) with a net inflow of 70.6534 million from institutional investors [3] - Zhaoyan New Drug (603127) with a net inflow of 53.6731 million from institutional investors [3]

Group 1 - The core viewpoint of the news is that Nanmo Biological has seen a stock price increase of 5.09%, reaching 48.35 yuan per share, with a total market capitalization of 3.77 billion yuan [1] - Nanmo Biological, established on September 20, 2000, specializes in the research, production, and sales of genetically modified animal models, with its main business revenue composition being: standardized models 48.34%, model technical services 21.92%, model breeding 19.50%, customized models 9.34%, and others 0.91% [1] Group 2 - Tianhong Fund's Tianhong Medical Health A (001558) has entered the top ten circulating shareholders of Nanmo Biological, holding 377,400 shares, which is 0.48% of the circulating shares, with an estimated floating profit of approximately 883,200 yuan [2] - Tianhong Medical Health A was established on June 30, 2015, with a latest scale of 263 million yuan, and has achieved a year-to-date return of 36.83% [2] Group 3 - The fund manager of Tianhong Medical Health A is Lü Qiao, who has a total fund asset scale of 506 million yuan, with the best fund return during the tenure being 41.15% and the worst being 40.68% [3]