证券代码：688265 证券简称：南模生物 公告编号：2025-046 上海南方模式生物科技股份有限公司 关于持股5%以上股东协议转让股份过户完成的公告 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： ● 2025年6月25日，上海南方模式生物科技股份有限公司（以下简称"公司"或"南模生物"）持股5%以上 股东深圳前海海润荣丰投资合伙企业（有限合伙）（以下简称"海润荣丰"）、股东康君投资管理（北 京）有限公司－北京康君宁元股权投资合伙企业（有限合伙）（以下简称"康君宁元"，由基金管理人康 君投资管理（北京）有限公司代表）、股东上海张江集体资产投资经营管理有限公司（以下简称"张江 集体"）与苏州海望合纵一号股权投资合伙企业（有限合伙）（以下简称"海望合纵"）分别签署了《关 于上海南方模式生物科技股份有限公司之股份转让协议》（以下简称"《股份转让协议》"），海润荣丰 拟通过协议转让的方式将其持有的4,650,318股公司股份以27.369元/股的价格转让给海望合纵，转让股 份占公司总股本的5.96%； ...

证券代码：688265 证券简称：南模生物 公告编号：2025-046 上海南方模式生物科技股份有限公司 关于持股 5%以上股东协议转让股份过户完成的公告 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： ? 2025 年 6 月 25 日，上海南方模式生物科技股份有限公司（以下简称"公 司"或"南模生物"）持股 5%以上股东深圳前海海润荣丰投资合伙企业（有限合伙） （以下简称"海润荣丰"）、股东康君投资管理（北京）有限公司－北京康君宁元 股权投资合伙企业（有限合伙）（以下简称"康君宁元"，由基金管理人康君投资 管理（北京）有限公司代表）、股东上海张江集体资产投资经营管理有限公司（以 下简称"张江集体"）与苏州海望合纵一号股权投资合伙企业（有限合伙）（以下 简称"海望合纵"）分别签署了《关于上海南方模式生物科技股份有限公司之股份 转让协议》（以下简称"《股份转让协议》"），海润荣丰拟通过协议转让的方式 将其持有的 4,650,318 股公司股份以 27.369 元/股的价格转让给海望合纵，转让股 ...

证券代码：688265 证券简称：南模生物 公告编号：2025-046 上海南方模式生物科技股份有限公司 关于持股 5%以上股东协议转让股份过户完成的公告 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： 2025 年 6 月 25 日，上海南方模式生物科技股份有限公司（以下简称"公 司"或"南模生物"）持股 5%以上股东深圳前海海润荣丰投资合伙企业（有限合伙） （以下简称"海润荣丰"）、股东康君投资管理（北京）有限公司－北京康君宁元 股权投资合伙企业（有限合伙）（以下简称"康君宁元"，由基金管理人康君投资 管理（北京）有限公司代表）、股东上海张江集体资产投资经营管理有限公司（以 下简称"张江集体"）与苏州海望合纵一号股权投资合伙企业（有限合伙）（以下 简称"海望合纵"）分别签署了《关于上海南方模式生物科技股份有限公司之股份 转让协议》（以下简称"《股份转让协议》"），海润荣丰拟通过协议转让的方式 将其持有的 4,650,318 股公司股份以 27.369 元/股的价格转让给海望合纵，转让股 份占 ...

南模生物公告，公司持股5%以上股东海润荣丰、康君宁元、张江集体与海望合纵分别签署了《股份转 让协议》，将其合计持有的867.97万股公司股份以27.37元/股的价格转让给海望合纵。该协议转让于 2025年8月12日取得中国证券登记结算有限责任公司出具的《证券过户登记确认书》，过户日期为2025 年8月11日。转让完成后，海望合纵及其一致行动人浦东新产业合计持有公司股份1402.28万股，占公司 总股本的17.99%。海望合纵承诺自标的股份完成过户登记之日起12个月内，不以任何方式主动减持其 通过本次交易取得的南模生物股份。 ...

Investment Rating - The report maintains a "Recommended" rating for the healthcare industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [7]. Core Insights - The healthcare sector underperformed the CSI 300 index during the week of August 4 to August 8, 2025, with the Shenwan Pharmaceutical and Biological Index declining by 0.84%, lagging behind the CSI 300 by 2.07 percentage points [2][12]. - Year-to-date, the Shenwan Pharmaceutical and Biological Index has increased by 21.28%, outperforming the CSI 300 by 16.96 percentage points, ranking 5th among 31 Shenwan primary industry indices [2][14]. - As of August 8, 2025, the valuation of the pharmaceutical sector stands at 30.71 times (TTM overall method, excluding negative values), with a valuation premium of 158.50% compared to the CSI 300 [2][17]. Summary by Sections Weekly Market Review - The pharmaceutical sector's performance for the week showed a decline, with specific stocks like Nanmo Biology (+42.48%) and Haichen Pharmaceutical (+41.29%) performing well, while stocks like Nanxin Pharmaceutical (-18.50%) and Qizheng Tibetan Medicine (-16.11%) faced significant declines [3][18]. Important Events - On August 7, 2025, the Ministry of Industry and Information Technology and six other departments issued guidelines to promote the innovation and development of the brain-computer interface industry, aiming for breakthroughs in key technologies by 2027 and establishing a competitive industrial ecosystem by 2030 [4][21]. Industry Perspective - The brain-computer interface technology is highlighted as a frontier area where biological intelligence and machine intelligence can interact, with significant potential for disruptive breakthroughs. The report emphasizes the importance of this technology in the integration of life sciences and information sciences, and suggests focusing on companies like Mcland, Chengyitong, and Sanbo Neuroscience that are advancing in this field [5][22]. Investment Recommendations - The report suggests a continued focus on innovative drugs, overseas expansion, and sectors benefiting from procurement reforms. It highlights the potential for growth in the innovative drug sector, particularly in emerging markets, and recommends monitoring companies involved in insulin and orthopedic segments as well as certain generic drug firms [23].

Group 1: New Stock Offering - Hongyuan Co., Ltd. is available for subscription today (August 11) as the only new stock this week [1] - The company specializes in the research, production, and sales of electromagnetic wires, with products including various types of wires used in high-voltage and large-capacity power transformers [1] - The company's revenue has shown consistent growth over the past three years, with figures of 1.311 billion, 1.461 billion, and 2.072 billion yuan, resulting in a compound annual growth rate of 25.74% [1] Group 2: Financing and Stock Performance - As of August 8, the total market financing balance is 2 trillion yuan, a decrease of 355.9 million yuan from the previous trading day [2] - The non-ferrous metals industry saw the largest increase in financing balance, up by 359 million yuan, followed by the computer and automotive industries [2] - A total of 410 stocks had net financing purchases exceeding 10 million yuan, with 20 stocks surpassing 100 million yuan, led by Sunshine Power with a net purchase of 245 million yuan [2][3] Group 3: Institutional Holdings - Social security funds have appeared in 32 stocks, with new positions in 11 stocks, increased holdings in 6 stocks, and reduced holdings in 8 stocks [4] - The highest proportion of new holdings by social security funds is in Zhongchumai, accounting for 3.45% of circulating shares, followed by Beiding Co. at 3.16% [4] Group 4: Pension Fund Activity - At the end of Q2, pension funds were present in the top ten circulating shareholders of 8 stocks, with a total holding of 57 million shares valued at 1.375 billion yuan [5][6] - Hongfa Co. had the largest holding among pension funds, with a total of 28.22 million shares, while Jerry Co. was the tenth largest shareholder with 6.72 million shares [5][6] Group 5: Shareholder Increases - From August 4 to August 8, 12 companies saw significant increases in shares by major shareholders, totaling 33.17 million shares and 480 million yuan in value [7][8] - The largest increase was in Huace Testing, with 9.76 million shares and an increase of 120 million yuan, followed by Nanjing Bank with 7.51 million shares [7][8]

Investment Rating - The report indicates a focus on potential business development opportunities in the weight loss drug sector, suggesting a positive outlook for innovative drug companies in this area [1][2]. Core Insights - The pharmaceutical and biotechnology sector experienced a decline of 0.84% from August 4 to August 8, underperforming compared to the Wind All A index (1.94%) and the CSI 300 index (1.23%) [7][9]. - Notable sub-sectors that performed well include medical consumables (3.93%), in vitro diagnostics (2.55%), and medical devices (1.94%), while medical research outsourcing (-3.56%), chemical preparations (-2.04%), and traditional Chinese medicine (-1.88%) saw significant declines [8][10]. - The report highlights the competitive landscape in the weight loss drug pipeline, with Eli Lilly reaffirming the feasibility of oral GLP-1 drugs, while other multinational corporations (MNCs) may seek external products to enhance competitiveness [2][12]. - The report also discusses the initiative by seven government departments to promote innovation in the brain-computer interface industry, aiming for breakthroughs in key technologies by 2027 [2][12]. Summary by Sections Market Weekly Review - The pharmaceutical and biotechnology sector saw a decline of 0.84% during the week, with significant internal rotation and underperformance compared to broader indices [7][9]. - Medical consumables, in vitro diagnostics, and medical devices were the top-performing sub-sectors, while medical research outsourcing and chemical preparations faced the largest declines [8][10]. Industry News and Key Company Announcements - The report notes several key industry events, including the approval of a biosimilar drug by Boan Biotech and the joint initiative by multiple government departments to foster the brain-computer interface industry [11][12]. - Significant company announcements include the approval of new indications for existing drugs and the launch of new products, indicating ongoing innovation within the sector [15][16].

Group 1 - The closing price of Nanmo Biology (688265) on August 8 was 51.92 yuan, reaching the daily limit with a trading volume of 1.97 billion yuan and a turnover rate of 5.24% [2] - The stock was listed on the trading board due to a price increase of 15% at the close of the day [2] - The top five trading departments accounted for a total transaction of 98.18 million yuan, with a net buying amount of 15.91 million yuan [2] Group 2 - The main capital inflow for the stock on that day was 23.76 million yuan [3] - The top buying departments included Goldman Sachs (China) Securities with 17.03 million yuan and Kaiyuan Securities with 13.16 million yuan [3] - The top selling department was an institutional proprietary seat, which sold 13.58 million yuan [3]

Group 1 - The core point of the news is that Nanmo Bio has seen significant stock performance, reaching a price of 51.92 yuan with a trading volume of 1.70 billion yuan and a turnover rate of 4.58% as of 11:27 on August 8 [2] - Among the stocks listed on the Sci-Tech Innovation Board, 200 stocks were reported to be rising, with 5 stocks experiencing an increase of over 10%, including Nanmo Bio, which hit the daily limit [2] - Conversely, 381 stocks were reported to be declining, with notable drops from Guangyun Technology, Puyuan Information, and Zhuoyi Information, which fell by 7.34%, 7.24%, and 7.01% respectively [2] Group 2 - In terms of capital flow, Nanmo Bio experienced a net outflow of 4.5792 million yuan in the previous trading day, but saw a net inflow of 16.6049 million yuan over the past five days [3] - The latest margin trading data as of August 7 indicates that the margin balance for Nanmo Bio is 80.3787 million yuan, with a financing balance of 80.3787 million yuan, reflecting an increase of 944,500 yuan, or 1.19%, from the previous trading day [3] - Over the past ten days, the total margin balance has increased by 6.2515 million yuan, representing an increase of 8.43%, with the financing balance also growing by 8.43% during this period [3]

Group 1 - The assisted reproductive industry is experiencing a rebound, with significant stock price increases for several companies [1] - Lideman's stock rose over 18%, indicating strong market interest and potential recovery in the sector [1] - Other companies such as Nanmo Bio, Mailande, and Guangshengtang also saw notable gains, with increases of over 15%, 14%, and additional follow-up gains from other firms [1]