Group 1 - Notable fund manager Wan Minyuan increased holdings in Dongfang Biological, holding 5 million shares, representing 2.48% of the company, ranking as the fifth largest shareholder [3] - Dongfang Biological has been consistently favored by Wan Minyuan's fund since Q2 2024, with an increase of 778,300 shares compared to Q1 2024 [3] - Dongfang Biological specializes in the research, production, and sales of in vitro diagnostic products and has over 50 subsidiaries globally [3] Group 2 - Fund managers Yan Siqian and Lü Yuechao reduced their stakes in Qin'an Co., with new entries in the top ten shareholders, including Liu Xiaofei's fund [6] - Qin'an Co. has seen its stock price double this year, with a significant acquisition of 99% of Anhui Yigao Optoelectronics [6] - The company specializes in manufacturing core components for automotive engine power systems and has major clients including Changan Ford and Geely [6] Group 3 - Fund manager Xu Yan reduced holdings in Wufangzhai, with a current holding of 1.25 million shares, down from 2.22 million shares previously [8] - Wufangzhai, founded in 1921, focuses on glutinous rice food products and has been diversifying into mooncakes and other food items [9] - The company faced a public relations crisis earlier this year, impacting consumer trust and leading to a decline in stock price [9]

Core Viewpoint - The article reveals the latest stock adjustments made by several well-known fund managers, highlighting their investment strategies and the performance of specific companies in the market [1]. Group 1: Investment Movements - Wan Minyuan increased his stake in Oriental Bio, holding 5 million shares, representing 2.48% of the company, making him the fifth-largest shareholder. This reflects a significant increase from 4.22 million shares (2.09%) in the first quarter, indicating a 77,830-share increase in the second quarter [3]. - Fund managers Yan Siqian and Lü Yuechao reduced their holdings in Qin'an Co., with notable new entries from Liu Xiaofei's fund, which holds 1.68 million shares, ranking as the ninth-largest shareholder. The three funds that reduced their stakes were previously among the top shareholders [5][6]. - Xu Yan decreased his holdings in Wufangzhai, with his fund holding 1.25 million shares (0.63%), down from 2.22 million shares (1.12%) earlier this year. This reduction follows a trend of significant divestment since the fourth quarter of the previous year [8][9]. Group 2: Company Performance - Oriental Bio specializes in the research, production, and sales of in vitro diagnostic products and has established over 50 subsidiaries globally, employing a professional team of over 3,000 [3]. - Qin'an Co. is a manufacturer of core components for automotive engine power systems and has seen its stock price double this year, with a recent acquisition of a 99% stake in Anhui Yigao Optoelectronics [5][6]. - Wufangzhai, founded in 1921, focuses on glutinous rice food products and has been diversifying its offerings, including mooncakes and egg products, to seek new growth avenues [8].

Financial Performance - Whirlpool expects a net profit of approximately 205 million yuan for the first half of 2025, an increase of about 174 million yuan or approximately 559% year-on-year [2] - Chipmotion Technology anticipates a net profit between 138 million to 169 million yuan for the first half of 2025, representing a year-on-year growth of approximately 144.46% to 199.37% [2] Mergers and Acquisitions - China Shipbuilding's absorption merger with China Shipbuilding Industry Corporation has been approved by the Shanghai Stock Exchange, pending further regulatory approvals [3] - Guotou Zhonglu plans to acquire 100% of China Electronic Engineering Design Institute through a share issuance, which constitutes a major asset restructuring [4] Shareholder Actions - Aotewei's actual controllers plan to transfer 4.99% of the company's shares, totaling 15.75 million shares, due to personal funding needs [5] - Yaguang Technology's chairman has been placed under detention, but the company's operations remain normal [5] Industry Developments - Ningbo Port expects a 9.8% year-on-year increase in container throughput for the first half of 2025 [8] - Three Trees anticipates a net profit growth of 80.94% to 119.04% for the first half of 2025 [8] - Zhuhai Group expects a net profit increase of 50.97% to 75.23% for the first half of 2025 [8] Project Wins - Sanxing Medical's subsidiary has pre-qualified for a 306 million yuan project with Southern Power Grid [8] - Hopu Co., Ltd. has jointly won a 449 million yuan shared energy storage demonstration project [8] - Hongsheng Huayuan's subsidiary has pre-qualified for an 1.127 billion yuan project with Southern Power Grid [8]

Core Viewpoint - The in vitro diagnostics sector experienced a slight increase of 0.24% on July 4, with a net outflow of funds amounting to 42.33 million [1] Group 1: Market Performance - A total of 18 stocks in the sector saw gains, while 49 stocks declined [1] - The top decliners included Dongfang Ocean (-6.51%), Xilong Scientific (-3.81%), and Nearshore Protein (-2.54%) [1][1] Group 2: Stock Performance - Notable gainers included: - Hotgen Biotech with a price of 194.81 and an increase of 20.08%, attracting a net fund inflow of 2.125 million [1] - Saily Medical at 21.08, up 10.02%, with a net inflow of 1.758 million [1] - Zhongyuan Union at 25.87, rising 9.99%, with a net inflow of 1.38 billion [1] - Decliners included: - Botao Biotech at 37.34, down 3.38%, with a net outflow of 1.087 million [1] - Maike Biotech at 7.99, down 2.44%, with a net inflow of 176.92 thousand [1]

关于以集中竞价交易方式回购公司股份的回购报告书 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： ● 回购股份金额：不低于人民币 2,500 万元（含），不超过人民币 5,000 万元（含）； ● 回购股份资金来源：本次回购股份的资金来源全部为自有资金或自筹资金（含 股票回购专项贷款资金等）； ● 回购股份用途：本次回购的股份将用于维护公司价值及股东权益，将在公司披 露回购结果暨股份变动公告 12 个月后采用集中竞价交易方式出售，并在 3 年内完 成出售。公司如未能在规定期限内完成出售，未出售部分将履行相关程序予以注 销。如国家对相关政策作调整，则本回购方案按调整后的政策实行； 证券代码：688298 证券简称：东方生物 公告编号：2025-033 浙江东方基因生物制品股份有限公司 ● 回购股份价格：不超过 32.44 元，该价格未超过董事会通过回购股份决议前 30 个交易日公司股票交易均价的 130%； ● 回购股份方式：以集中竞价交易的方式； ● 回购股份期限：自董事会审议通过本次股份回购方案之日起不超过 ...

证券代码：688298 证券简称：东方生物 公告编号：2025-032 浙江东方基因生物制品股份有限公司 关于股份回购事项前十大股东和前十大无限售条件股东 持股情况的公告 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。 浙江东方基因生物制品股份有限公司（以下简称"公司"）于 2025 年 6 月 26 日召开第三届董事会第十三次会议、第三届监事会第十二次会议，审议通过 《关于以集中竞价交易方式回购股份方案的议案》，具体内容详见 2025 年 6 月 28 日公司于上海证券交易所网站(www.sse.com.cn)及指定媒体披露的《关于以集 中竞价交易方式回购公司股份的方案》（公告编号：2025-028）。 特此公告。 浙江东方基因生物制品股份有限公司 董 事 会 2025 年 7 月 5 日 2 | 序号 | 前十大股东 | 持股数量 | 持股比例 | | --- | --- | --- | --- | | | 和前十大无限售条件股东名称 | （股） | （%） | | 1 | 安吉福浪莱进出口贸易有限公司 | 39,31 ...

证券代码：688298 证券简称：东方生物 公告编号：2025-034 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 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。 二、变更注册（备案）的医疗器械注册证基本情况如下： | 产品名称 | 证书编号 | 预期用途 | 重要变更情况 | 变更生效 日期 | 持证 主体 | | --- | --- | --- | --- | --- | --- | | 幽门螺旋杆菌 抗原检测试剂 | 国械注准 | 本产品用于体外定性 检测人粪便中的幽门 | 1、产品有效期由"12个 月"变更为"24个月"； | 2025/6/12 | 新兴 | | | 20173401200 | | 2、增加自测预期用途； | | 四寰 | | 盒(胶体金法) | | 螺旋杆菌抗原 | | | | | | | | 3、增加包装规格 | | | 三、对上市公司的影响 公司呼吸道抗原联合检测试剂（自测/专业）在上述国家和地区获得注册，表 明上述产品已符合相关国家和地区要求，具备了该市场的准入 ...

Group 1 - The company announced a share repurchase plan with a total expected amount between RMB 25 million and RMB 50 million [1] - The repurchase period is set from June 26, 2025, to September 25, 2025 [1] - The maximum repurchase price is capped at RMB 32.44 per share [1] Group 2 - As of June 30, 2025, the company has not yet implemented the share repurchase [2] - The company will adhere to relevant regulations and disclose progress on the repurchase in a timely manner [2] - The repurchase is aimed at maintaining company value and protecting shareholder interests [1][2]

证券代码：688298 证券简称：东方生物 公告编号：2025-031 浙江东方基因生物制品股份有限公司 关于以集中竞价交易方式回购公司股份进展的公告 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，"在回购股份期间,上市公司应当在每个月的前三 个交易日内，公告截至上月末的回购进展情况"，现将公司回购股份进展情况公告 如下： 截至 2025 年 6 月 30 日，公司尚未实施本期股份回购。 三、其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，在回购期限内根据市场情况择机做出 回购决策并予以实施，同时根据回购股份事项进展情况及时履行信息披露义务， 敬请广大投资者注意投资风险。 特此公告。 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/6/28 | | | | | | | | --- | --- | --- | --- | -- ...

Group 1 - The company plans to repurchase its shares using an amount not less than RMB 25 million and not exceeding RMB 50 million through centralized bidding within a period of up to 3 months from the board's approval of the repurchase plan [2][1] - The repurchase is in compliance with relevant laws and regulations, including the "Regulations on the Repurchase of Shares by Listed Companies" and the "Self-Regulatory Guidelines for Listed Companies No. 7 - Share Repurchase" [2][1] - The supervisory board has confirmed that the repurchase plan is in the interest of all shareholders, particularly minority shareholders, and that the decision-making process is legal and compliant [2][1]