A 天天基金 链接您与财富 美版材梳理 7 3 = 近期,随着各省份逐渐入冬,全国多地流感活动进入上升期。 机构表示,秋冬季流感高峰到来,有望带动流感疫苗、呼吸 道检测、流感用药、用药终端等细分方向的需求增长。 | 流感疫苗 | 检测服务 | | | --- | --- | --- | | 华兰疫苗 | 仁度生物 九安医疗 | | | 华兰生物 | 达安基因 | 万孚生物 | | 百克生物 | 圣湘生物 | 之江生物 | | 金迪克 | 东方生物 | 英诺特 | | 零售药店 | 流感用药 | | | 益丰药房 | 众生药业 | 华润三九 | | 漱玉平民 | 济川药业 | 特一药业 | | ##十 | NING W | 左阳斗左 | | 八学师 | NAREN THE SEY | | | --- | --- | --- | | -心草 | 方盛制药 | 金石亚药 | | 老百姓 | 健康元 | 自玄山 | | 健之佳 | 康恩贝 | HE | | 基金名称 | 近1年收益 | 成立来收益 | | --- | --- | --- | | 安信医药健康股票A | 51.37% | 49.70% | | 前海开源 ...

浙江东方基因生物制品股份有限公司 证券代码：688298 证券简称：东方生物 公告编号：2025-063 2025年第二次临时股东会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 11 月 20 日 （二） 股东会召开的地点：浙江省湖州市安吉县递铺街道阳光大道东段东方基 因会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 102 | | --- | --- | | 普通股股东人数 | 102 | | 2、出席会议的股东所持有的表决权数量 | 100,010,751 | | 普通股股东所持有表决权数量 | 100,010,751 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 52.2536% | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 52.25 ...

国浩律师（杭州）事务所 关 于 浙江东方基因生物制品股份有限公司 2025 年第二次临时股东会 法律意见书 地址：杭州市上城区老复兴路白塔公园 B 区 2 号、15 号国浩律师楼 邮编：310008 国浩律师（杭州）事务所 关 于 浙江东方基因生物制品股份有限公司 Grandall Building, No.2＆No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang 310008, China 电话/Tel: (+86)(571) 8577 5888 传真/Fax: (+86)(571) 8577 5643 电子邮箱/Mail：grandallhz@grandall.com.cn 网址/Website：http://www.grandall.com.cn 二〇二五年十一月 国浩律师（杭州）事务所 法律意见书 2025 年第二次临时股东会 法律意见书 致：浙江东方基因生物制品股份有限公司 国浩律师（杭州）事务所（以下简称"本所"）接受浙江东方基因生物制品 股份有限公司（以下简称"公司"）委托，指派律师出席公司 2025 年第二次临 时股东会 ...

近日，东方生物发布公告称，公司及控股子公司杭州莱和生物技术有限公司近日取得肺炎支原体抗原检 测试剂盒（乳胶法）在国内的医疗器械注册证。 取得甲乙流抗原检测试剂（胶体金）、幽门螺杆菌抗原检测试剂（粪便）、幽门螺杆菌抗体检测试剂 （全血/血清/血浆）、甲流抗原检测试剂（胶体金）、合胞病毒抗原检测试剂、新冠/流感抗原检测试剂 （胶体金）等多款产品在欧盟的注册证获批 公告提到，上述呼吸道联合检测试剂在国内、欧盟取证，进一步丰富和完善了公司的呼吸道专项检测或 联检产品布局，拓宽了可销售的产品种类，有利于应对常规季节性呼吸道感染疾病的检测，有利于相关 产品国内外市场的整体拓展。 ...

Core Viewpoint - The fentanyl concept sector experienced a decline of 1.68% as of the market close on November 17, with companies such as Enhua Pharmaceutical, Renfu Pharmaceutical, and Lingrui Pharmaceutical leading the losses [1] Market Performance - The fentanyl concept sector ranked among the top decliners, with a notable drop compared to other sectors such as military restructuring, which increased by 4.72% [1] - Other sectors that saw declines include cell immunotherapy (-1.87%), weight loss drugs (-1.87%), and innovative drugs (-1.72%) [1] Capital Flow - The fentanyl concept sector saw a net outflow of 153 million yuan, with five stocks experiencing significant capital outflows [1] - Renfu Pharmaceutical had the highest net outflow at 83.49 million yuan, followed by Lingrui Pharmaceutical (36.78 million yuan) and Enhua Pharmaceutical (24.86 million yuan) [1] - Conversely, the stocks with net inflows included Guoyao Co., Botao Bio, and Dongfang Bio, with net inflows of 2.91 million yuan, 849,400 yuan, and 285,900 yuan respectively [1] Individual Stock Performance - The top stocks in the fentanyl concept sector by net outflow include: - Renfu Pharmaceutical: -2.36% with a net outflow of 83.49 million yuan - Lingrui Pharmaceutical: -2.12% with a net outflow of 36.78 million yuan - Enhua Pharmaceutical: -2.93% with a net outflow of 24.86 million yuan [1] - In contrast, Guoyao Co. and Botao Bio showed slight positive movements with net inflows [1]

Core Insights - Oriental Bio has recently announced the acquisition of multiple medical device registration certificates, including 10 respiratory test kits, which are significant for both domestic and EU markets [1][2] Group 1: Product Registrations - The company obtained the "Mycoplasma pneumoniae antigen detection kit (latex method)" registration certificate in China, valid until November 3, 2030 [1] - Hangzhou Laihe, a subsidiary, received 9 EU IVDR certifications for various combined respiratory tests, covering major pathogens such as COVID-19, influenza A and B, and respiratory syncytial virus [1] Group 2: Market Strategy - Oriental Bio has established itself as a leader in the IVD industry for infectious disease testing, with over ten EU CE IVDR registrations and multiple FDA and NMPA registrations, making it one of the companies with the most global certifications in respiratory testing [2] - The company employs a dual strategy of "professional version + self-test version," significantly expanding its market coverage [2] Group 3: Market Impact - The acquisition of these registrations is expected to enhance the company's product offerings in respiratory testing, aiding market expansion, although the actual sales performance will depend on product competitiveness and market sales capabilities [1]

Core Insights - The pet consumption market is transitioning from basic feeding to a more refined and sophisticated approach, indicating an upgrade in pet spending habits [1][2] - The emotional role of pets in families is increasingly recognized, leading to a broader market expansion for pet-related products and services [2][3] Industry Trends - The pet industry in China is experiencing robust growth, with projections indicating the market size will exceed 811.4 billion yuan by 2025 [3][4] - There is a notable shift in consumer attitudes towards high-quality and personalized pet products, reflecting a move from functional to emotional consumption [3][5] Company Developments - Companies in the pet industry are diversifying their product offerings and increasing R&D investments to capture growth opportunities [4][5] - Petty Animal Nutrition Technology Co., Ltd. is focusing on innovative pet food products, including air-dried and baked food, to meet market demands [4] - Yantai Zhongchong Food Co., Ltd. has established over 22 modern production bases globally and is expanding its brand presence internationally [4] Market Segmentation - The market is becoming increasingly segmented, with recommendations for companies to tailor products and services based on pet types, life stages, and consumption scenarios [5][6] - The pet medical testing sector is emerging as a rapidly growing niche, with companies developing comprehensive diagnostic platforms for various pet health needs [5][6]

Core Insights - The pet consumption market is transitioning from basic feeding to a more refined and sophisticated approach, indicating an upgrade in pet spending habits [1][2] - The emotional role of pets in families is increasingly recognized, leading to a shift in consumer attitudes towards high-quality and personalized pet products [2][3] Industry Trends - The pet industry in China is experiencing robust growth, with projections indicating that the market size will exceed 811.4 billion yuan by 2025 [3][4] - There is a notable increase in the consumption share of high-priced essential pet products, while the variety of non-essential items continues to expand [2][3] Company Strategies - Companies in the pet industry are diversifying their product offerings and enhancing R&D investments to capitalize on market opportunities [3][4] - Petty Animal Nutrition Technology Co., Ltd. is focusing on launching new products such as air-dried food and baked food to align with promotional events like "Double 11" [4] - Yantai Zhongchong Food Co., Ltd. has established over 22 modern production bases globally and is actively promoting its brands internationally [4] Market Segmentation - Experts suggest that companies should further segment the market based on pet types, life cycles, and consumption scenarios to drive product and service innovation [5] - The pet medical testing sector is emerging as a rapidly growing niche, with companies developing various diagnostic platforms to meet increasing health monitoring needs [5][6]

Company Overview - Oriental Bio (SH 688298) announced on November 14 that Zhejiang Oriental Gene Biological Products Co., Ltd. and its subsidiary Hangzhou Laihe Biotechnology Co., Ltd. have obtained registration certificates for several medical device products, including the "Mycoplasma pneumoniae antigen detection kit (latex method)" [1] Financial Performance - For the year 2024, Oriental Bio's revenue composition is projected to be 97.99% from the in vitro diagnostic industry and 2.01% from other businesses [1] - As of the report date, Oriental Bio has a market capitalization of 5.7 billion yuan [1]

浙江东方基因生物制品股份有限公司 关于自愿披露获得医疗器械注册证的公告 证券代码：688298 证券简称：东方生物 公告编号：2025-062 | 产品名称（中文） | 证书编号 | 适用国 | 预期用途（中文） | 有效期 | 持证公司/ | | --- | --- | --- | --- | --- | --- | | | | 家/地区 | 本产品用于定性检测鼻咽拭 | | 或生产企业 | | | | | 子、口咽拭子和鼻拭子样本 中的甲、乙型流感病毒抗原， | | | | 甲乙流抗原检测试剂（胶体金） | | | 以帮助鉴别诊断感染风险人 | | | | | | | 群和甲乙型流感病毒感染症 | | | | | | | 状患者的病毒感染，仅供专 | | | | | | | 业使用。 | | | | | | | 本产品用于定性检测人体粪 | | | | 幽门螺杆菌抗原检测试剂（粪便） | | | 便样本中的幽门螺旋杆菌抗 | | | | | | | 原，仅供专业使用。 | 2025/11/3 | | | | IVDR | 欧盟 | 本产品用于定性检测人体全 | - | 杭州莱和 | | 幽门螺杆菌抗体检测 ...