Group 1 - The core message emphasizes the importance of promoting the healthy and high-quality development of the private economy in Changsha, aligning with Xi Jinping's important discourse on private economic development and optimizing the business environment [1] - The government aims to provide proactive services and precise support to alleviate difficulties faced by private enterprises, thereby enhancing their capabilities and fostering a better business environment [1] Group 2 - During the visit to the Ningxiang Economic Development Zone, the focus was on the Hisense (Changsha) Appliance Industrial Park, which recently commenced production of its commercial air conditioning smart manufacturing base, encouraging enterprises to enhance their core business and lead the industry [4] - The Huazhong Technology Group is engaged in the research and development of new biological materials, medical devices, and 3D printing applications, with an emphasis on talent development and R&D investment to seize development opportunities in cutting-edge fields [4] Group 3 - In the Xiangjiang New Area, the visit included companies like Shengxiang Biotechnology, Anker Innovation, and ZTE Communications, highlighting the importance of building industrial ecosystems and expanding international markets [7] - Anker Innovation is encouraged to continue expanding its global market presence and enhancing brand and technological innovation, focusing on smart electricity, home automation, and audio-visual products [7] - ZTE Communications is urged to leverage its R&D advantages to integrate deeply with local industrial and supply chains, continuously shaping new competitive advantages [7] Group 4 - The government is committed to establishing a new type of government-business relationship that is both friendly and clear, ensuring that the needs of enterprises are accurately understood and addressed with tailored services [7] - There is a focus on supporting enterprises in R&D innovation, talent acquisition, and market expansion, while ensuring effective policy implementation and a regulatory environment that fosters investment and development [7]

内容概要：2019-nCoV疫情的全球大流行，推动核酸检测技术广泛普及，带动核酸提取仪市场需求激 增，据比地招标网数据显示，2022年我国核酸提取仪采购总量达4216台，同比增长46.03%，随着国内 疫情防控进入常态化阶段，市场需求逐步从应急状态回落，采购规模显著收缩，据比地招标网数据显 示，2024年我国核酸提取仪采购总量降至758台，采购总金额同步回落至0.94亿元，采购均价降至12.40 万元/台；2025年上半年我国核酸提取仪采购总量累计达1487台，采购总金额合计0.93亿元，而采购均 价进一步降至6.25万元/台，这表明后疫情时代市场需求从应急性大规模采购，转向以设备更新和常态 化储备为主的常规采购，同时，市场单价大幅降低，整体市场规模已回归理性常态。 上市企业：圣湘生物（688289） 相关企业：西安天隆科技有限公司、杭州博日科技股份有限公司、赛默飞世尔科技（中国）有限公司、 天根生化科技（北京）有限公司、鲲鹏（徐州）科学仪器有限公司、嘉兴市艾科诺生物科技有限公司、 上海之江生物医药科技有限公司、上海伯杰医疗科技股份有限公司、北京博晖创新生物技术集团股份有 限公司 核酸提取仪工作原理 按仪器型 ...

Group 1 - Haitai Xinguang, based in Qingdao, specializes in the research, production, and sales of medical endoscope instruments and optical products, being a leading enterprise in the domestic medical endoscope optical field [1][30] - The company has established long-term collaborations with international medical giants such as Karl Storz and Olympus, and its high-definition optical imaging technology supports navigation equipment for neurosurgery [1][30] - By 2026, the market demand for its high-end optical components is expected to further release due to the recovery of the medical device sector and the advancement of brain-computer interface medical applications [1][30] Group 2 - Huqiang Technology, registered in Yichang, focuses on special protective equipment, pharmaceutical packaging, and medical devices, with a strong advantage in public health emergency material supply [2][31] - Its medical protective equipment is applicable in sterile operating environments for brain-computer interface implantation surgeries, enhancing product competitiveness in the medical device sector [2][31] Group 3 - Zhengde Medical, headquartered in Shaoxing, is a leading enterprise in the medical dressing industry, with a product matrix covering medical dressings, infection control, and rehabilitation care [3][32] - The company's surgical infection control products meet the sterile operation requirements for brain-computer interface implantation surgeries, and its rehabilitation products cater to post-operative patient management needs [3][32] - By 2026, the surgical infection control consumables business is expected to see market growth as brain-computer interface medical applications accelerate [3][32] Group 4 - Linuo Pharmaceutical Packaging, based in Jinan, specializes in the research, production, and sales of pharmaceutical packaging materials, including sterile medical device packaging suitable for brain-computer interface components [4][33] - The company is gradually expanding into the high-end medical device packaging market, seizing opportunities in the brain-computer interface industry [4][33] Group 5 - Rendu Biotech, located in Shanghai, focuses on RNA molecular diagnostic technology, with applications in infection detection post-brain-computer interface implantation surgeries [5][34] - The company’s post-operative infection detection reagents are expected to see new demand growth by 2026 as brain-computer interface clinical surgeries are promoted [5][34] Group 6 - Huangshan Capsule, based in Anhui, specializes in the research and production of pharmaceutical hollow capsules, gradually expanding into medical device auxiliary materials [6][36] - The company’s medical capsule carriers can adapt to the encapsulation needs of sustained-release bioelectrodes in brain-computer interface devices [6][36] Group 7 - ST Kelly, headquartered in Suzhou, focuses on medical device research and production, particularly in ultrasound equipment and rehabilitation devices [7][37] - The company’s ultrasound diagnostic equipment can be used for pre-operative brain tissue imaging assessments in brain-computer interface surgeries [7][37] Group 8 - Aotai Biotech, based in Hangzhou, specializes in rapid diagnostic reagents, with its rapid infection detection reagents applicable in brain-computer interface clinical settings [8][38] - The company is developing rapid detection products for post-operative neurological function assessment related to brain-computer interfaces [8][38] Group 9 - Dongfang Ocean, located in Yantai, focuses on marine biological medical materials, with collagen materials applicable as coatings for brain-computer interface electrodes [9][39] - The company is increasing its R&D investment in the medical device sector, particularly in the integration of biological medical materials with brain-computer interface devices by 2026 [9][39] Group 10 - Shuoshi Biotech, based in Taizhou, specializes in nucleic acid detection technology, with products applicable for precise diagnosis of post-operative brain infections in brain-computer interface surgeries [10][40] - The company is exploring detection technologies related to neurotransmitters in brain-computer interfaces, aiming for breakthroughs in neurological disease diagnostics [10][40] Group 11 - Guofa Co., located in Beihai, focuses on pharmaceutical manufacturing and medical device sales, with a distribution network covering Guangxi and surrounding areas [11][41] - The company plans to increase its agency layout for high-end medical devices related to brain-computer interfaces by 2026 [11][41] Group 12 - Nanwei Co., based in Nantong, specializes in medical dressings and hygiene products, with its adhesive dressings suitable for post-operative care in brain-computer interface surgeries [12][42] - The company is enhancing its R&D on functional medical dressings, launching products tailored for long-term post-operative care in brain-computer interfaces [12][42] Group 13 - Mingde Biotech, located in Wuhan, is a leading enterprise in the field of rapid diagnostic reagents, with products applicable for monitoring vital signs during brain-computer interface surgeries [13][43] - The company is developing rapid assessment devices for post-operative neurological function related to brain-computer interfaces [13][43] Group 14 - Hualan Co., based in Wuxi, specializes in medical rubber products, with its rubber sealing components applicable in fluid control systems for brain-computer interface devices [14][44] - The company is collaborating with research institutions to develop rubber insulation components for brain-computer interface electrodes [14][44] Group 15 - Yuyue Medical, headquartered in Danyang, is a leading enterprise in home medical devices, with products applicable in brain-computer interface surgeries [15][45] - The company is increasing its R&D on medical-grade rehabilitation robots, aiming to integrate brain-computer interface technology with rehabilitation devices [15][45] Group 16 - Shengxiang Biotech, located in Changsha, focuses on nucleic acid detection technology, with products applicable for rapid diagnosis of central nervous system infections post-brain-computer interface surgeries [16][46] - The company is exploring gene detection technologies related to neurological genetic diseases, expanding the application boundaries of molecular diagnostics [16][46] Group 17 - Jiga Development, based in Jinan, focuses on high-end medical device incubation and industrialization, particularly in brain-computer interface-related medical device enterprises [17][47] - The company is responsible for industrial park construction and resource integration for brain-computer interface medical device companies [17][47] Group 18 - Anxu Biotech, located in Hangzhou, specializes in rapid diagnostic reagents, with products applicable for instant infection screening during brain-computer interface surgeries [18][48] - The company is developing rapid detection products for neurotransmitters related to brain-computer interfaces, aiming for breakthroughs in neurological function assessment [18][48] Group 19 - Wantai Biotech, based in Beijing, is a comprehensive enterprise in biopharmaceuticals and medical devices, with products applicable for biochemical index detection post-brain-computer interface surgeries [19][49] - The company is exploring biopharmaceutical development related to brain-computer interfaces, seeking new growth points in nerve repair [19][49] Group 20 - Jiuan Medical, located in Tianjin, focuses on home health devices, with products applicable for synchronized monitoring of brain signals and vital signs in brain-computer interface scenarios [20][50] - The company is increasing its R&D investment in brain-computer interface wearable devices, aiming to create an intelligent medical ecosystem [20][50] Group 21 - Jidan Biotech, based in Nanjing, specializes in POCT reagents and instruments, with products applicable for cardiovascular function assessment in brain-computer interface surgeries [21][51] - The company is developing rapid detection products for post-operative cerebrovascular diseases related to brain-computer interfaces [21][51] Group 22 - Wanfeng Biotech, located in Guangzhou, is a leading enterprise in the POCT field, with products applicable for instant infection screening during brain-computer interface surgeries [22][52] - The company is developing neurobiomarker detection reagents to assess post-operative neurological function recovery, providing comprehensive support for brain-computer interface surgeries [22][52] Group 23 - Haier Biotech, based in Qingdao, specializes in low-temperature storage devices for biological materials, with applications in brain-computer interface-related biological sample preservation [23][53] - The company is increasing its R&D on high-end medical storage devices tailored for brain-computer interface biological materials by 2026 [23][53] Group 24 - Haooubo, located in Suzhou, focuses on immune diagnostic reagents and instruments, with products applicable for immune function assessment in brain-computer interface surgeries [24][54] - The company is developing detection reagents for immune rejection post-brain-computer interface implantation, providing technical support for surgical complications [24][54] Group 25 - Shandong Pharmaceutical Glass, based in Zibo, is a leading enterprise in pharmaceutical glass, with products applicable for insulation packaging of brain-computer interface electrodes [25][55] - The company is expanding into the high-end medical device glass materials market, targeting the brain-computer interface industry [25][55] Group 26 - Innotech, located in Langfang, specializes in infectious disease diagnostic reagents, with products applicable for pre-operative lung infection screening in brain-computer interface surgeries [26][56] - The company is developing rapid detection products for post-operative lung infections related to brain-computer interfaces, aiming for breakthroughs in post-operative complication detection [26][56] Group 27 - Jianer Kang, based in Changzhou, focuses on medical dressings and rehabilitation care products, with its antibacterial medical dressings applicable for post-operative care in brain-computer interface surgeries [27][59] - The company is increasing its R&D on functional medical dressings, launching products tailored for long-term post-operative care in brain-computer interfaces [27][59]

Core Viewpoint - Shengxiang Biotechnology has shown a mixed performance in stock price and financial results, with a recent increase in stock price but a decline in net profit year-on-year [1][2]. Financial Performance - As of September 30, 2025, Shengxiang Biotechnology reported a revenue of 1.244 billion yuan, representing a year-on-year growth of 20.49% [2]. - The net profit attributable to shareholders for the same period was 191 million yuan, which reflects a decrease of 2.10% compared to the previous year [2]. Stock Market Activity - On January 5, 2025, the stock price of Shengxiang Biotechnology increased by 2.06%, reaching 19.30 yuan per share, with a trading volume of 43.1 million yuan [1]. - The company has a total market capitalization of 11.182 billion yuan [1]. - The stock has experienced a 0.84% increase over the last five trading days, a 3.16% decrease over the last 20 days, and a 9.64% decrease over the last 60 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 21,600, up by 4.17% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 4.01% to 26,772 shares [2]. Dividend Distribution - Since its A-share listing, Shengxiang Biotechnology has distributed a total of 2.363 billion yuan in dividends, with 967 million yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, the fourth largest circulating shareholder is Huabao Zhongzheng Medical ETF, holding 9.8053 million shares, a decrease of 1.7872 million shares from the previous period [3]. - Hong Kong Central Clearing Limited is a new shareholder, holding 3.6601 million shares [3].

Core Viewpoint - The in vitro diagnostic (IVD) sector is experiencing significant growth, with a notable increase in stock performance among key companies in the industry, driven by strong downstream demand and market expansion [1] Group 1: Market Performance - As of September 22, the IVD sector saw an overall increase of 3.13%, ranking high on the stock performance list [1] - Notable stock performances include: - Bohui Innovation reached a limit-up - Lide Man surged by 11.76% - Shuoshi Biology and Daan Gene increased by 9.17% and 9.01% respectively - Other companies like Dongfang Biology, Shengxiang Biology, Mingde Biology, BGI, Libang Instruments, and Wantai Biology also saw gains exceeding 6% [1] Group 2: Industry Growth - The IVD industry is primarily utilized in hospital laboratories, independent clinical laboratories (ICL), health check centers, epidemic prevention stations, and blood stations [1] - The downstream demand is robust, with IVD growth nearing 20% [1] - In 2018, the revenue from public hospitals for IVD products reached 315.7 billion yuan, with a year-on-year growth rate of 12.48% [1] - Key clients such as ICL and health check centers are also experiencing growth rates around 20% or higher [1] Group 3: Market Size and Comparison - The Chinese IVD industry size reached 71.3 billion yuan in 2018, reflecting a year-on-year growth of 25.6%, significantly outpacing the global IVD market growth of 6.0% [1] - The strong downstream demand is driving rapid growth in the upstream market size [1] - The IVD sector is nurturing large enterprises, and the favorable conditions in specific segments make leading stocks with performance support worth monitoring [1]

Core Viewpoint - The company, Shengxiang Biotechnology, announced the completion of the first vesting period for its 2023 second phase restricted stock incentive plan, as confirmed by the China Securities Depository and Clearing Corporation Limited Shanghai Branch [1] Group 1 - The company received the "Transfer Registration Confirmation" on December 19, 2025, indicating the successful registration of shares for the first vesting period of the incentive plan [1]

证券代码：688289 证券简称：圣湘生物 公告编号：2025-080 圣湘生物科技股份有限公司 关于 2023 年第二期限制性股票激励计划首次授 予部分第一个归属期归属结果公告 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。 重要内容提示： 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责任公 司上海分公司有关业务规则的规定，公司于 2025 年 12 月 19 日收到中国证券登记结 算有限责任公司上海分公司出具的《过户登记确认书》，已完成公司 2023 年第二期限 制性股票激励计划（以下简称"本激励计划"）首次授予部分第一个归属期的股份登 记工作。现将有关情况公告如下： （四）2023 年 12 月 18 日，公司召开 2023 年第五次临时股东大会，审议并通过 了《关于<公司 2023 年第二期限制性股票激励计划（草案）>及其摘要的议案》《关于 <公司 2023 年第二期限制性股票激励计划实施考核管理办法>的议案》《关于提请股东 大会授权董事会办理公司限制性股票激励计划相关事宜的议案》。同时，公司就 ...

Core Viewpoint - The collaboration between Shengxiang Biology and Ali Health aims to promote the popularization of home rapid testing services, enhancing the integration of medical, testing, and pharmaceutical services [1]. Group 1: Strategic Collaboration - Shengxiang Biology has announced a strategic partnership with Ali Health to advance home rapid testing services [1]. - The collaboration is part of the company's "three-in-one" model and "medical-testing-pharmaceutical integration" ecosystem [1]. Group 2: Project Details - An example project, the "12-in-1 respiratory virus and bacteria test," allows users to complete professional-level testing from home, with results available in an average of 3 hours [1]. - This initiative aims to provide scientific medication guidance and alleviate the pressure on healthcare systems during flu seasons [1]. Group 3: Future Plans - The partnership will focus on standardizing home rapid testing services and exploring additional home-based applications for infectious disease testing [1]. - The goal is to create a new health service ecosystem that integrates "Internet + healthcare + instant delivery," promoting precision and accessibility in serious medical care [1]. Group 4: Health Management - The collaboration seeks to drive health demand towards proactive and consumer-oriented approaches, leading to a more serious, scientific, and personalized direction in health consumption [1]. - Customized health management solutions are intended to benefit every individual [1].

Core Viewpoint - Shengxiang Biotechnology Co., Ltd. has experienced fluctuations in stock performance, with a year-to-date decline of 14.07% and recent trading activity indicating a slight recovery in the short term [1][2]. Group 1: Stock Performance - On December 18, Shengxiang's stock rose by 2.04%, reaching 19.05 CNY per share, with a trading volume of 46.84 million CNY and a turnover rate of 0.43%, resulting in a total market capitalization of 11.037 billion CNY [1]. - The stock has seen a net inflow of 12.98 thousand CNY from main funds, with significant buying and selling activity, including large orders accounting for 16.49% of purchases and 16.18% of sales [1]. - Over the past five trading days, the stock has increased by 1.17%, while it has decreased by 7.03% over the last 20 days and 6.75% over the last 60 days [1]. Group 2: Company Overview - Shengxiang Biotechnology, established on April 23, 2008, and listed on August 28, 2020, focuses on innovative gene technology, including the development, production, and sales of diagnostic reagents and instruments, as well as third-party medical testing services [2]. - The company's revenue composition includes 87.39% from diagnostic reagents, 5.71% from diagnostic instruments, 4.55% from testing services, and 2.34% from other sources [2]. - As of September 30, 2025, the company reported a revenue of 1.244 billion CNY, reflecting a year-on-year growth of 20.49%, while the net profit attributable to shareholders decreased by 2.10% to 191 million CNY [2]. Group 3: Shareholder Information - Since its A-share listing, Shengxiang has distributed a total of 2.363 billion CNY in dividends, with 967 million CNY distributed over the past three years [3]. - As of September 30, 2025, the number of shareholders increased to 21,600, with an average of 26,772 circulating shares per person, a decrease of 4.01% from the previous period [2][3]. - Among the top ten circulating shareholders, Huabao Zhongzheng Medical ETF holds 9.8053 million shares, a reduction of 1.7872 million shares from the previous period, while Hong Kong Central Clearing Limited is a new shareholder with 3.6601 million shares [3].

Core Viewpoint - The collaboration between Shengxiang Bio and Alibaba Health represents a deep synergy of the company's "three-in-one" model and the "medical-testing-pharmacy integration" ecosystem, aiming to enhance home-based medical services and promote standardized health testing solutions [1] Group 1: Collaboration and Services - The partnership focuses on the "Respiratory Virus and Bacteria 12-in-1 Testing" project, allowing users to complete professional-level testing from home, with reports generated in an average of 3 hours, thereby alleviating the pressure on healthcare systems during flu seasons [1] - Future initiatives will include the standardization and nationwide promotion of home rapid testing services, as well as the exploration of additional home-based applications for infectious disease testing [1] Group 2: Health Ecosystem Development - The collaboration aims to drive the precision and accessibility of serious medical services, transitioning health demands towards proactive and consumer-oriented approaches [1] - The goal is to lead health consumption towards a more serious, scientific, and personalized direction, ensuring tailored health management solutions benefit every individual [1]