格隆汇8月4日丨东方生物(688298.SH)公布，截至2025年7月31日，公司通过上海证券交易所系统以集中 竞价交易方式回购公司股份累计达到23.4591万股，占公司总股本20,160.00万股的比例为0.1164%，回购 成交的最低价为28.30元/股，最高价为29.52元/股，支付金额681.2262万元人民币。 ...

Core Viewpoint - The company and its subsidiaries have obtained multiple medical device registration certificates, which will enhance product variety and facilitate market expansion, although the actual sales performance remains uncertain [1] Group 1: Product Registration - The company and its wholly-owned subsidiary, Shanghai Wanzijian Biotechnology, have received registration certificates for various medical devices, including inflammation marker detection kits and COVID-19/FluA&B antigen combined test kits [1] - The registration includes self-testing kits and rapid antigen tests for FluA&B, RSV, and Adenovirus [1] Group 2: Market Impact - The acquisition of these registration certificates is expected to enrich the company's product offerings, aiding in market expansion [1] - However, the actual sales performance will depend on product competitiveness and market sales capabilities, making it difficult to predict the impact on future operating performance [1]

金融界消息 截至2025年7月29日收盘，东方生物（688298）报收于29.21元，下跌0.17%，换手率 1.65%，成交量3.32万手，成交金额9665.67万元。 资金流向方面，今日主力资金净流出2182.66万元，占比成交额22.58%。其中，超大单净流出556.88万 元、占成交额5.76%，大单净流出1625.79万元、占成交额16.82%，中单净流出流入724.34万元、占成交 额7.49%，小单净流入1458.32万元、占成交额15.09%。 东方生物最新一期业绩显示，截至2025一季报，公司营业总收入1.92亿元、同比增长4.94%，归属净利 润11545.25万元，同比减少71.41%，扣非净利润11793.47万元，同比减少8.19%，流动比率4.042、速动 比率3.707、资产负债率14.11%。 通过天眼查大数据分析，浙江东方基因生物制品股份有限公司共对外投资了42家企业，参与招投标项目 118次，知识产权方面有商标信息152条，专利信息260条，此外企业还拥有行政许可116个。 来源：金融界 天眼查商业履历信息显示，浙江东方基因生物制品股份有限公司，成立于2005年，位于湖州市 ...

Group 1 - The fentanyl concept index declined by 0.88%, ranking among the top declines in the concept sector as of July 29 [1] - Within the fentanyl sector, companies such as Botao Bio, Enhua Pharmaceutical, and Wanfu Bio experienced significant declines, while three companies, including China National Pharmaceutical Modern, Lingrui Pharmaceutical, and Renfu Pharmaceutical, saw slight increases of 1.07%, 0.17%, and 0.09% respectively [1] Group 2 - The fentanyl concept sector experienced a net outflow of 80 million yuan in capital today, with six stocks seeing net outflows, and five stocks with outflows exceeding 10 million yuan [2] - Renfu Pharmaceutical had the highest net outflow of 18.1651 million yuan, followed by Dongfang Bio, Enhua Pharmaceutical, and Wanfu Bio with net outflows of 16.8542 million yuan, 16.6752 million yuan, and 15.9620 million yuan respectively [2] - The top net inflow stocks in the fentanyl concept sector included China National Pharmaceutical Modern and China National Pharmaceutical, with net inflows of 9.5225 million yuan and 1.2608 million yuan respectively [2]

Summary of Key Points Core Viewpoint - The company, Zhejiang Oriental Gene Biological Products Co., Ltd., is actively engaging in a share buyback program to maintain its value and protect shareholder interests, with a planned expenditure of between 25 million to 50 million RMB [1]. Trading Information - As of July 25, 2025, the company's stock closed at 29.39 RMB, down 0.64%, with a turnover rate of 2.41% and a trading volume of 48,600 shares, resulting in a total transaction amount of 142 million RMB [1]. - On the same day, the net outflow of funds from major investors was 9.49 million RMB, accounting for 6.67% of the total transaction amount, while retail investors saw a net inflow of 10.96 million RMB, representing 7.7% of the total transaction amount [1][3]. Company Announcements - The company announced a share buyback plan on June 26, 2025, with the buyback period set from June 26, 2025, to September 25, 2025. The buyback aims to acquire shares worth between 25 million to 50 million RMB [1]. - As of July 25, 2025, the company has repurchased 9,555 shares through the Shanghai Stock Exchange, which is 0.0047% of the total share capital of 20,160,000 shares, at a price range of 29.20 to 29.25 RMB per share, totaling 279,336 RMB [1].

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： 证券代码：688298 证券简称：东方生物 公告编号：2025-035 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首次回购公司股份的公告 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"上市公司应当在首次回购股份事实发生的次一交 易日予以公告"，现将公司回购股份进展情况公告如下： 2025 年 7 月 25 日，公司通过上海证券交易所系统以集中竞价交易方式首次 回购公司股份 0.9555 万股，占公司总股本 20,160.00 万股的比例为 0.0047%，回 购成交的最低价为 29.20 元/股，最高价为 29.25 元/股，支付金额为 27.9336 万元 人民币。 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》等相关规定以及公司披露的回购方案，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 ...

Core Viewpoint - The article discusses the performance and management of the Rongtong Health Industry Flexible Allocation Mixed Fund A/B, highlighting its net asset growth and the background of its fund manager, Wan Minyuan [1][2]. Fund Performance - As of June 30, 2025, the net assets of the Rongtong Health Industry Flexible Allocation Mixed Fund A/B reached 2.074 billion yuan, reflecting a 1.92% increase from the previous period [1]. - The fund's recent performance includes a 15.0% return over the last three months and a 19.86% return over the past year, with a cumulative return of 166.1% since inception [2]. Fund Manager Background - Wan Minyuan, the fund manager, holds a PhD in Biomedical Science from Sichuan University and has extensive experience in the investment sector, having worked at various securities firms and investment management companies since 2011 [1]. Fund Holdings - The top ten stock holdings of the fund include Yixin Tang, Aibo Medical, Sanyou Medical, Jianzhijia, Kaili Medical, Yangguang Nuohuo, Dongfang Biological, Puri Eye Care, Meihua Medical, and Meinian Health, with a combined holding percentage of 57.00% [2]. Company Overview - Rongtong Fund Management Co., Ltd. was established in May 2001 and is based in Shenzhen, focusing on capital market services, with a registered capital of 125 million yuan [2].

Group 1 - Several A-share listed companies, including Shijia Photon, Oriental Bio, and Maiwei Bio, have disclosed their latest top ten shareholders due to buyback activities, revealing adjustments by well-known fund managers [1][2] - Notable fund managers such as Jin Zicai, Wan Minyuan, and Jin Xiaofei have made significant adjustments in their holdings, with Jin Zicai's funds entering the top ten shareholders of Shijia Photon after a 130% increase in its stock price in the first half of the year [2] - Foreign institutions like Barclays, UBS, and JPMorgan have increased their stakes in several A-share companies, indicating growing foreign interest in the market [3] Group 2 - The A-share market is experiencing structural opportunities amid internal and external factors, with a potential upward trend in the short term [4] - The overall investment attractiveness of the Chinese capital market is improving, with an increase in stock buybacks and dividend distributions, which are highly valued by foreign investors [4][5] - Economic indicators show signs of recovery in consumption, investment, and exports, with expectations for a more accommodative monetary policy in the coming quarters [5]

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].