两融数据显示，该股最新融资余额为15.28亿元，近5日增加648.99万元，增幅为0.43%。（数据宝） 10月31日特宝生物大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额 | 格 | 收盘折溢 | 买方营业部 | 卖方营业部 | | 股） | （万 元） | （元） | 价 （%） | | | | 2.90 | 211.73 | 73.01 | 0.00 | 广发证券股份有限公司广州康王中路证券 营业部 | 国泰海通证券股份有限公 司总部 | | | | | | 广发证券股份有限公司深圳高新南一道证 | 国泰海通证券股份有限公 | | 2.90 | 211.73 | 73.01 | 0.00 | 券营业部 | 司总部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （原标题：特宝生物发生2笔大宗交易 合计成交423.46万元） 特宝生物10月31日大宗交易平台共发生2笔成交，合计成交量5.80万股，成交金额423.46万元。成交价格 均为73.01元。 进一步统计，近3 ...

特宝生物 688278.SH 公司研究 | 季报点评 营收高增，派格宾渗透率有望加速提升 ——特宝生物 2025 年三季报点评 核心观点 ⚫ 盈利预测与投资建议 ⚫ 考虑到九天开曼的并表，我们上调研发费用率预期，下调盈利预期，预测公司 2025- 2027 年每股收益分别为 2.63、3.34、4.15 元（原预测值分别为 2.72、3.66、4.58 元），参考可比公司平均市盈率，我们给予公司 2025 年 35 倍 PE 估值，对应目标价 92.05 元，维持"买入"评级。 风险提示 ⚫ 国内医药行业政策变动风险；派格宾销售不及预期风险；新品商业化和研发进度不 及预期风险；乙肝新药实现临床治愈优效风险等。 | | 1 周 | 1 月 | 3 月 | 12 月 | | --- | --- | --- | --- | --- | | 绝对表现% | -2.49 | -15.75 | -16.68 | -9.42 | | 相对表现% | -4.74 | -17.24 | -30.14 | -30.51 | | 沪深 300% | 2.25 | 1.49 | 13.46 | 21.09 | | 伍云飞 | 执业证 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) | 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-10-31 | 特宝生物 | 688278 | 73.01 | 211.73 | 2.9 | 应用 公司广州慶王中路 正常近秦路 | 国泰海通证券股份 有限公司总部 | | 2025-10-31 | 特宝生物 | 688278 | 73.01 | 211.73 | 2.9 | 公司深圳高新闻一 道证券营业部 | 国泰海通证券股份 有限公司总部 | 10月31日，特宝生物大宗交易成交5.8万股，成交额423.46万元，占当日总成交额的2.13%，成交价73.01元，较市场收盘价73.01元持平。 ...

特宝生物 688278.SH 公司研究 | 季报点评 营收高增，派格宾渗透率有望加速提升 ——特宝生物 2025 年三季报点评 核心观点 ⚫ 国内医药行业政策变动风险；派格宾销售不及预期风险；新品商业化和研发进度不 及预期风险；乙肝新药实现临床治愈优效风险等。 公司主要财务信息 | | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入(百万元) | 2,100 | 2,817 | 3,633 | 4,878 | 6,232 | | 同比增长 (%) | 37.6% | 34.1% | 29.0% | 34.3% | 27.7% | | 营业利润(百万元) | 681 | 971 | 1,246 | 1,574 | 1,945 | | 同比增长 (%) | 67.3% | 42.6% | 28.4% | 26.3% | 23.6% | | 归属母公司净利润(百万元) | 555 | 828 | 1,072 | 1,364 | 1,694 | | 同比增长 (%) | 93.5% | 49.0% ...

每经AI快讯，Wind数据显示，周四（10月30日），共有8家公司限售股解禁，合计解禁量为5505.1万 股，按最新收盘价计算，合计解禁市值为16.51亿元。从解禁量来看，清溢光电、广脉科技、特宝生物 解禁量居前，解禁股数分别为4800.0万股、270.67万股、138.95万股。从解禁市值来看，清溢光电、特 宝生物、广脉科技解禁市值居前，解禁市值分别为14.32亿元、9988.97万元、6504.21万元。 ...

Group 1: Monetary Policy and Financial Management - The central bank is gradually implementing a moderately loose monetary policy, with macro-prudential management continuously improving, as evidenced by the recent financial forum where the central bank governor emphasized the importance of debt market operations [6][8] - The central bank's net purchase of 700 billion yuan in government bonds from October to December 2024 is aimed at alleviating supply-side pressures, indicating a mature timing for the resumption of bond trading [6][7] - The construction of a comprehensive macro-prudential management system is being accelerated to prevent and resolve financial risks, enhancing the ability to manage banking asset quality concerns [8] Group 2: Capital Market Reforms - The capital market is focusing on deepening investment and financing reforms while enhancing protections for small and medium investors, as highlighted in a recent speech by the chairman of the securities regulatory commission [11][12] - The multi-tiered capital market system is being reinforced, with specific reforms aimed at the growth board and the North Exchange to better serve emerging industries and technologies [13][14] - The introduction of a refinancing framework is expected to streamline the process for quality companies, allowing them to issue securities in a more flexible manner [15] Group 3: Company-Specific Insights - Huayang Group reported Q3 2025 revenue of 3.48 billion yuan, a year-on-year increase of 31%, driven by strong performance in automotive electronics and precision die-casting [19][20] - Hengli Hydraulic achieved a revenue of 7.79 billion yuan in the first three quarters of 2025, reflecting a 12.31% year-on-year growth, with a notable recovery in the excavator industry [23][24] - Hengli Petrochemical's Q3 net profit increased by 81.47% year-on-year, despite a revenue decline, due to effective cost management and improved gross margins [27][28] Group 4: Investment Recommendations - Investment recommendations for Huayang Group suggest a clear growth path driven by automotive electronics and precision die-casting, with adjusted profit forecasts for 2025-2027 [22] - Hengli Hydraulic is positioned as a leader in the hydraulic components market, with expected net profits of 2.796 billion yuan for 2025, reflecting a strong recovery in the excavator sector [25] - Hengli Petrochemical is expected to benefit from a new cycle in the refining industry, with a maintained "buy" rating based on its robust dividend policy and market position [29]

Core Viewpoint - The stock of TEBIO has shown a slight increase of 2.03% on October 29, with a current price of 72.45 CNY per share, despite a year-to-date decline of 0.41% and a more significant drop of 6.29% over the past five trading days [1] Financial Performance - For the period from January to September 2025, TEBIO achieved a revenue of 2.48 billion CNY, representing a year-on-year growth of 26.85%. The net profit attributable to shareholders was 666 million CNY, reflecting a growth of 20.21% compared to the previous year [2] Shareholder Information - As of September 30, 2025, TEBIO had 8,608 shareholders, an increase of 2% from the previous period. The average number of circulating shares per shareholder decreased by 1.96% to 47,258 shares [2] Dividend Distribution - TEBIO has distributed a total of 577 million CNY in dividends since its A-share listing, with 506 million CNY distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, the seventh-largest circulating shareholder is E Fund's SSE STAR 50 ETF, holding 5.88 million shares, a decrease of 856,700 shares from the previous period. The eighth-largest shareholder is Huaxia's SSE STAR 50 Component ETF, holding 5.73 million shares, down by 3.22 million shares [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 重要内容提示： ● 投资者可于2025年10月29日（星期三）至11月4日（星期二）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱（ir@amoytop.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。 厦门特宝生物工程股份有限公司（以下简称"公司"）已于2025年10月23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2025年第三季度经营成果和财务状况，公司计划于2025年11月 5日（星期三）13:00-14:00举行2025年第三季度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 证券代码：688278 证券简称：特宝生物 公告编号：2025-040 厦门特宝生物工程股份有限公司 关于召开2025年第三季度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 本次业绩说明会以网络互动形式召开，公司将针对2025年第三季度的经营成果及财务指标的具体情况与 投资者进行互动交流和沟 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1][6] Core Insights - The company has received approval for a new indication for its product Pegasys, which is expected to enhance its market position in treating chronic hepatitis B [6] - The commercialization of the long-acting growth hormone (Yipeisheng) is accelerating, with significant market potential as it is the second product of its kind approved in China [6] - The company is projected to achieve substantial revenue growth, with expected revenues of 37.34 billion yuan, 49.60 billion yuan, and 63.64 billion yuan for 2025, 2026, and 2027 respectively [6] Financial Performance Summary - Total revenue for 2022 was 1,527 million yuan, with a projected increase to 2,100 million yuan in 2023, and further growth to 3,734 million yuan in 2025, reflecting a growth rate of 34.86% in 2022 and 37.55% in 2023 [3][7] - Net profit attributable to the parent company was 287 million yuan in 2022, expected to rise to 555 million yuan in 2023, and reach 1,092 million yuan in 2025, with a growth rate of 58.40% in 2022 and 93.52% in 2023 [3][7] - Earnings per share (EPS) is projected to increase from 0.71 yuan in 2022 to 2.68 yuan in 2025, with corresponding price-to-earnings (P/E) ratios decreasing from 100.63 in 2022 to 26.45 in 2025 [3][7] Market Position and Competitive Landscape - The approval of Pegasys for a new indication strengthens the company's position in the hepatitis treatment market, potentially increasing its market share [6] - The long-acting growth hormone Yipeisheng is expected to capture significant market share due to its innovative formulation and lower dosing requirements compared to competitors [6]

Core Insights - As of October 27, a total of 100 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more [1] - The stock with the longest streak of net buying is Lao Feng Xiang, which has seen net buying for 11 consecutive trading days [1] - Other notable stocks with significant net buying days include Te Bao Biological, Dai Mei Co., ST Changyuan, Zhewen Hulin, Kai Chuang Electric, SAIC Motor, Hu Guang Co., and Zhong Bei Communication [1]