厦门特宝生物工程股份有限公司 关于实际控制人续签一致行动协议的公告 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。 厦门特宝生物工程股份有限公司（以下简称"公司"）于 2025 年 1 月 16 日收 到公司实际控制人杨英女士和孙黎先生续签《一致行动协议》的通知。鉴于双方于 2023 年 1 月 16 日签署的《一致行动协议》（以下简称"原协议"）有效期即将届 满，为促进公司稳健发展，保障经营的连续性和稳定性，双方续签了《一致行动协 议》，具体情况如下： 一、本次续签《一致行动协议》的背景情况 杨英女士和孙黎先生于 2023 年 1 月 16 日签署了原协议，双方约定在协议有效 期内对公司重要事项的决策保持一致行动，并做出相同的意思表示和行为。原协议 自 2023 年 1 月 17 日起生效，有效期三年。原协议签署至今，杨英女士和孙黎先生 均充分遵守有关一致行动的约定和承诺，未发生违反原协议的情形。 证券代码：688278 证券简称：特宝生物 公告编号：2026-001 鉴于原协议有效期即将届满，为促进公司稳健发展，保障经 ...

Core Insights - The biopharmaceutical industry in China is a strategic emerging industry, crucial for public health, technological innovation, and enhancing national pharmaceutical autonomy. The market size is projected to grow from CNY 4,210 billion in 2022 to CNY 8,000 billion by 2028, with an annual growth rate stabilizing between 10%-12% [1][2][23]. Industry Overview - In 2020, the biopharmaceutical market in China was valued at CNY 3,457 billion, increasing to CNY 4,100 billion in 2021, representing an 18.6% year-on-year growth. However, growth slowed to 2.68% in 2022, with a slight increase to CNY 4,210 billion [1][2]. - The industry is segmented into upstream (raw materials and medical devices), midstream (drug synthesis and production), and downstream (drug distribution). Biopharmaceuticals and chemical drugs have higher profit margins, with biopharmaceutical companies reporting gross margins of 80%-86% [2][4]. Xiamen Biopharmaceutical Industry - Xiamen is a key hub for biopharmaceutical industry development, recognized as a national strategic emerging industry cluster. The local government has implemented various supportive policies since 2016, focusing on innovation and industrialization [6][9]. - The industrial output value of Xiamen's biopharmaceutical sector reached CNY 1,045.87 billion in 2022, with a slight decline to CNY 847 billion in 2023, and is projected to stabilize around CNY 840 billion in 2024 [17][18]. Policy Environment - Xiamen's government has introduced multiple measures to support the biopharmaceutical industry, including financial incentives for R&D and commercialization, with significant rewards for new drug development and medical device innovation [9][26]. - The city aims to establish a CNY 100 billion venture capital fund and enhance the entire process from R&D to clinical application by 2025 [23][26]. Future Outlook - By 2025, Xiamen plans to significantly increase the number of registered biopharmaceutical companies, with projections indicating over 2,200 registered firms, marking a notable rise from previous years [18]. - The city aims to develop a CNY 700 billion biopharmaceutical industry chain, supported by specialized parks and a focus on various sub-sectors, including biopharmaceuticals and medical devices [23][26].

Core Viewpoint - The stock of TEBIO has experienced a decline of 8.58% since the beginning of the year, with significant trading activity noted on January 15, 2025, where the stock price reached 76.50 CNY per share, reflecting a market capitalization of 31.23 billion CNY [1] Group 1: Stock Performance - On January 15, 2025, TEBIO's stock rose by 2.08%, with a trading volume of 1.11 billion CNY and a turnover rate of 0.36% [1] - The stock has seen a decline of 6.79% over the last five trading days, 8.16% over the last twenty days, and 2.61% over the last sixty days [1] Group 2: Financial Performance - For the period from January to September 2025, TEBIO reported a revenue of 2.48 billion CNY, representing a year-on-year growth of 26.85%, and a net profit attributable to shareholders of 666 million CNY, which is a 20.21% increase year-on-year [2] - Since its A-share listing, TEBIO has distributed a total of 577 million CNY in dividends, with 506 million CNY distributed over the past three years [2] Group 3: Shareholder Information - As of September 30, 2025, TEBIO had 8,608 shareholders, an increase of 2.00% from the previous period, with an average of 47,258 circulating shares per shareholder, a decrease of 1.96% [2] - The top ten circulating shareholders include notable ETFs, with E Fund's SSE STAR 50 ETF holding 5.88 million shares, down by 856,700 shares from the previous period, and Huaxia's SSE STAR 50 Component ETF holding 5.73 million shares, down by 3.22 million shares [2]

Group 1 - The core point of the news is that TEBIO has experienced a continuous decline in stock price, dropping 2.14% on January 14, with a total market value of 30.59 billion yuan and a cumulative decline of 11.1% over five days [1] - TEBIO specializes in the research, production, and sales of recombinant proteins and long-acting modified drugs, with its main business revenue composition being 86.85% from antiviral drugs, 12.87% from blood/tumor drugs, and 0.27% from other supplementary products [1] Group 2 - From the perspective of TEBIO's top ten circulating shareholders, E Fund's ETF has reduced its holdings by 856,700 shares, now holding 5.881 million shares, which is 1.45% of the circulating shares, resulting in a floating loss of approximately 9.64 million yuan today [2] - The E Fund's ETF has a total scale of 76.76 billion yuan, with a year-to-date return of 9.33% and a one-year return of 55.09% [2] - The fund managers, Lin Weibin and Cheng Xi, have significant experience, with Lin managing assets totaling 122.69 billion yuan and achieving a best return of 80.47% during his tenure [2]

Group 1 - The core transaction of Te Bao Bio occurred on January 13, with a volume of 99,000 shares and a transaction amount of 7.5814 million yuan, at a price of 76.58 yuan per share [2][4] - In the last three months, Te Bao Bio has recorded a total of 7 block trades, amounting to 54.2789 million yuan [3] - The closing price of Te Bao Bio on the day of the transaction was 76.58 yuan, reflecting a decrease of 0.49%, with a daily turnover rate of 0.59% and a total trading volume of 186 million yuan [3] Group 2 - The latest margin financing balance for Te Bao Bio is 1.382 billion yuan, which has increased by 16.7976 million yuan over the past five days, representing a growth of 1.23% [4] - The net outflow of main funds for Te Bao Bio on the transaction day was 6.3594 million yuan, while the total net inflow over the past five days was 14.7998 million yuan [3]

Core Viewpoint - On January 13, 14 stocks from the STAR Market experienced block trading, with a total transaction amount of 315 million yuan and a cumulative trading volume of 9.96 million shares [1]. Group 1: Trading Overview - A total of 38 block trades were recorded for the 14 STAR Market stocks, with the highest transaction amount attributed to Hu Silicon Industry, which had a trading volume of 6.61 million shares and a transaction amount of 149 million yuan [1]. - Other notable transactions included Huaxi Biological and Mingwei Electronics, with transaction amounts of 58.29 million yuan and 26.62 million yuan, respectively [1]. - The average price of block trades for the stocks showed significant variations, with some stocks trading at discounts to their closing prices, such as Zhongkong Technology at a discount rate of 27.20% [1][4]. Group 2: Price Performance - The STAR 50 Index fell by 2.80% on the same day, with 167 stocks, or 27.83%, experiencing price increases [1]. - Among the stocks involved in block trading, the average price change was a decrease of 0.10%, with notable gainers including Zhuoyi Information, Zhongkong Technology, and Huaxi Biological, which saw increases of 13.13%, 9.90%, and 2.25%, respectively [1]. - Conversely, stocks like Bolite, Mingwei Electronics, and Hu Silicon Industry faced declines of 11.41%, 4.87%, and 3.27% [1]. Group 3: Institutional Participation - Out of the block trades, 13 transactions involved institutional buyers or sellers, focusing on three stocks, with Huaxi Biological leading in institutional buy amounts at 22.17 million yuan [2]. - Other significant institutional purchases included Tiannai Technology and Yunlu Co., with buy amounts of 7.09 million yuan and 2.01 million yuan, respectively [2]. - In terms of capital flow, four stocks saw net inflows, with Huaxi Biological, Yunlu Co., and Lante Optical leading in net inflow amounts of 67.52 million yuan, 14.59 million yuan, and 10.73 million yuan, respectively [2].

Group 1 - The core transaction involved 99,000 shares of TEBIO, with a total transaction value of 7.5814 million yuan, accounting for 3.93% of the total trading volume on that day [1] - The transaction price was 76.58 yuan, which remained unchanged compared to the market closing price of 76.58 yuan [1] - The buying brokerage involved in the transaction was Guotai Junan, indicating institutional interest in TEBIO [2]

Group 1 - The core point of the news is that TEBIO has experienced a decline in stock price, falling 0.49% to 76.58 CNY per share, with a total market capitalization of 31.259 billion CNY and a cumulative drop of 9.16% over the last four days [1] - TEBIO, established on August 7, 1996, is located in Xiamen, Fujian Province, and specializes in the research, production, and sales of recombinant proteins and long-acting modified drugs, with 86.85% of its revenue coming from antiviral drugs, 12.87% from blood/cancer drugs, and 0.27% from other sources [1] Group 2 - From the perspective of fund holdings, Huashang Fund has a significant position in TEBIO, with its Huashang Innovation Medical Mixed A fund holding 26,700 shares, unchanged from the previous period, representing 4.31% of the fund's net value [2] - The Huashang Innovation Medical Mixed A fund, established on June 13, 2023, has a current size of 31.7429 million CNY, with a year-to-date return of 25.18% and a one-year return of 23.02%, ranking 3412 out of 8179 and 3511 out of 8148 respectively [2]

1月13日，特宝生物跌0.49%，截至发稿，报76.58元/股，成交1.86亿元，换手率0.59%，总市值312.59亿 元。特宝生物股价已经连续4天下跌，区间累计跌幅9.16%。 成曦累计任职时间9年254天，现任基金资产总规模2501.21亿元，任职期间最佳基金回报131.04%， 任 职期间最差基金回报-67.89%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 易方达上证科创板50ETF（588080）成立日期2020年9月28日，最新规模767.61亿。今年以来收益 12.47%，同类排名587/5517；近一年收益59.83%，同类排名1063/4203；成立以来收益9.04%。 易方达上证科创板50ETF（588080）基金经理为林伟斌、成曦。 截至发稿，林伟斌累计任职时间12年317天，现任基金资产总规模1226.92亿元，任职期间最佳基金回报 80.47%， 任职期间最差基金回报-22.14%。 资料显示，厦门特宝生物工程股份有限 ...

Core Viewpoint - The new basic medical insurance drug catalog and commercial insurance innovative drug catalog have been officially implemented as of January 1, 2026, significantly benefiting families of children with growth hormone deficiencies through the inclusion of the long-acting growth hormone Yipeisheng in the insurance coverage, which has seen a price reduction of over 50% [1] Group 1 - The long-acting growth hormone Yipeisheng, developed by Tebao Biopharmaceuticals, is now included in the medical insurance payment scope [1] - The price reduction of over 50% for Yipeisheng, combined with the medical insurance reimbursement policy, will greatly alleviate the financial burden on families of affected children [1] - Yipeisheng has completed the online listing process in all 31 provinces (regions, municipalities) across the country, with new policies being implemented to ensure timely access to the benefits for families [1]