Group 1 - The medical beauty sector increased by 0.4% on January 12, with Ai Meike leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - The trading volume and turnover for Ai Meike were 44,900 shares and 6.76 billion yuan, respectively [1] Group 2 - The net outflow of main funds in the medical beauty sector was 50.50 million yuan, while retail funds saw a net inflow of 24.49 million yuan [1] - The detailed fund flow for individual stocks showed significant net outflows for *ST Meigu and Jinbo Biological, with net outflows of 7.42 million yuan and 39.56 million yuan, respectively [2] - Ai Meike experienced a net outflow of 34.20 million yuan from main funds, indicating a 5.06% decrease in net shareholding [2]

新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市公司传播ESG理念，提升ESG可持续发展表现。点 击查看【 ESG评级中心服务手册】 在全球可持续发展浪潮席卷而来的当下，ESG（环境、社会、公司治理）已成为衡量企业高质量发展的核心标尺，更是连接企业价值与社会价值的关键纽 带。随着国内 ESG 生态体系的加速完善，政策监管持续收紧、资本市场对 ESG 表现的关注度不断飙升，企业的可持续发展能力愈发成为其核心竞争力的 重要组成部分。 在此行业背景下，新浪财经重磅发布"2025中国企业ESG百强"榜单。该榜单依托新浪财经专业的ESG评级体系，以5000余家A股上市公司及在港上市内地 企业为评价对象，创新性搭建 18套行业ESG评价模型，纳入150余项 ESG 指标，通过量化模型综合演算，对企业ESG表现进行全面、客观的综合评价，最 终筛选出中国 ESG 实践的标杆企业。榜单不仅为行业树立了发展典范，更为投资者提供了极具参考价值的决策依据。 华熙生物在环境、社会、公司治理领域开展了大量工作，积累了丰富的创新实践与扎实的落地成果。凭借在ESG各领域的卓越表现，华熙生物成功入选本 次 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300896 | 爱美客 | 149.91 | 2.69% | 6.91万 | 10.43 Z | | 688363 | 华熙生物 | 46.23 | 2.48% | 6.13万 | 2.81亿 | | 920982 | 锦波生物 | 236.70 | 0.33% | 9061.73 | 2.14亿 | | 000615 | *ST美谷 | 3.34 | -1.18% | 15.25万 | 5124.82万 | | 代码 | 名称 | | | 主力净流入（元） 主力净占比 游资净流入（元） 游资净占比 散户净流入 (元) 散户净占比 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 688363 华熙生物 | | 1158.82万 | 4.13% | -1105.93万 | -3.94% | -52.89万 | -0.19% | | 300896 | 爱美客 | 128.81万 ...

Core Viewpoint - The major shareholder of Hyaluronic Acid giant, Huaxi Biological, has reduced its stake, indicating potential shifts in shareholder dynamics and company performance concerns [1][3]. Shareholder Actions - Guoshou Chengda reduced its holdings by 4.85 million shares, representing 1.01% of the total shares, leaving it with 24.08 million shares, or approximately 5.00% of the total share capital [1][3]. - The reduction was part of a planned divestment, with a total of up to 9.63 million shares (2.00% of total shares) expected to be sold between November 26, 2025, and February 23, 2026 [3]. Company Performance - Huaxi Biological has faced declining profits since 2023, with revenue and net profit dropping by 4.45% and 38.97% respectively in 2023 [5]. - The functional skincare segment saw a revenue decrease of 18.45%, contributing to 61.84% of the main business income [5]. - In 2024, the company rebranded its personal health consumer products line to "Skin Science Innovation Transformation," but still reported a revenue decline of 11.61% to 5.371 billion CNY and a net profit drop of 70.59% to 174 million CNY [5]. Market Position - The company's stock price has seen significant declines, with a market value dropping from a peak of over 100 billion CNY to 21.892 billion CNY as of January 9, 2026 [6]. - The stock price has decreased by 12.71%, 50.48%, 23.34%, and 14.24% from 2022 to 2025 [6].

珈凯生物成立于2015年，主要从事化妆品功效原料的研发、生产及销售，主营业务产品化妆品功效原料主要应用于护肤类、面膜类以及洗护类化妆品等终端 产品。该公司此次IPO拟募资3.10亿元，计划全部用于年产50吨功能性植物提取物项目。 公开资料显示，2020年12月，珈凯生物前身珈凯有限首次引入外部投资者，致宸青云及苏盈金穗实缴出资认购101.5666万元注册资本，增资价格为30.00元/ 注册资本，珈凯有限投前估值为3亿元。 2021年10月，珈凯有限老股东苏文才、田军分别将其持有的珈凯有限11.0157万元、10.5916万元注册资本，转让给君尚合钰、致宸天珈，"套现"金额分别为 650万元、625万元。同时，该公司通过增资引入华熙朗亚、温润佳品等外部投资者，估值蹿升至6.50亿元。 2022年8月，员工持股平台嘉兴珈上将其持有的珈凯有限12.1681万元、6.084万元注册资本，分别转让给亿崇创投、水羊股份，"套现"金额合计1620万元。同 时，华熙朗亚、温润佳品等外部投资者继续加大对珈凯有限的投资额，后者估值增长至12亿元。 近日，上海珈凯生物股份有限公司（以下简称"珈凯生物"）回复了北交所第一轮审核问询函 ...

南方财经1月9日电，华熙生物(688363.SH)发布公告称，大股东国寿成达（上海）健康产业股权投资中 心（有限合伙）于2025年11月26日至2026年1月7日期间实施减持。减持方式包括集中竞价和大宗交易， 其中集中竞价减持2,844,591股，占比0.59%；大宗交易减持2,008,000股，占比0.42%。本次权益变动合 计减持4,852,591股，占公司总股本的1.01%。减持后，国寿成达持有华熙生物股份数量为24,083,913 股，占总股本比例约5.00%。 ...

Core Viewpoint - NMN (β-Nicotinamide Mononucleotide) is gaining global attention in the health industry for its potential anti-aging, DNA repair, and metabolic regulation benefits, with significant regulatory advancements expected by 2025 [1][2]. Industry Development - The NMN industry has evolved from laboratory research to commercial applications, with major markets like the US, Japan, Canada, and Australia recognizing its legal status through various regulatory pathways [1][2]. - China is currently the largest producer of NMN raw materials, with leading companies building competitive barriers through technological innovation and industry chain layout [2][19]. Regulatory Environment - The global regulatory landscape for NMN is shifting from strict restrictions to cautious openness, with significant milestones achieved in countries like Japan, Canada, the US, and Australia [17][18]. - In China, NMN has been approved as a new cosmetic ingredient and is on the path to becoming a recognized health food, with the National Market Supervision Administration listing it for health food approval in April 2025 [17][18]. Market Demand - The aging population in China is driving the "silver economy," with projections indicating that the elderly population will grow from 320 million to 390 million between 2025 and 2030, creating a substantial market for anti-aging products [19]. - The younger generation, particularly those born in the 1990s, is increasingly aware of anti-aging needs, further boosting market demand for NMN products [19]. Technological Advancements - Innovations in synthesis, quality testing, and delivery methods are driving the NMN industry forward, with full enzyme methods significantly enhancing production efficiency and reducing costs [21][22]. - The transition from chemical synthesis to full enzyme methods is leading to higher purity and environmental sustainability in NMN production [10][12]. Application Areas - NMN is primarily used in health supplements and cosmetics, with the health supplement market accounting for nearly 90% of its applications, including anti-aging and immune support products [24][28]. - Future applications are expected to expand into pet nutrition, medical health, and agricultural technology, opening new growth avenues for the industry [24][28]. Market Size and Growth - The NMN market in China is projected to exceed 3 billion yuan by 2025, driven by increasing regulatory clarity and expanding applications in various sectors [28][32]. - The market has been growing steadily since 2020, with significant penetration into health supplements and cosmetics [28][32]. Sales Channels - NMN products are primarily sold through cross-border e-commerce and private channels, with cross-border e-commerce accounting for 60% to 70% of market share [35][34]. - Brand private channels are also showing strong performance, capturing about 30% of the market share [35]. Certification and Standards - The "blue hat" certification for health foods in China represents the highest standard for NMN products, indicating safety and compliance [37]. - Achieving this certification could significantly reshape the market landscape for NMN products in China [37]. Future Prospects - The NMN industry is poised for growth, with regulatory breakthroughs expected to enhance market opportunities, particularly in the cosmetics sector [51]. - The potential for NMN in pet nutrition, medical health, and agricultural technology is also being explored, indicating a broadening of its application scope [53][56][58].

Core Viewpoint - Huaxi Bio announced a shareholding change involving its major shareholder Guoshou Chengda, which will not trigger a mandatory takeover bid and will not alter the control of the company [2] Group 1: Shareholding Change - Guoshou Chengda plans to reduce its shareholding as per the announcement made on November 5, 2025, regarding the share reduction plan [2] - After the shareholding change, Guoshou Chengda will hold 24,083,913 shares, representing approximately 5.00% of the total share capital of Huaxi Bio [2] - Guoshou Chengda does not have any concerted action parties, ensuring that the control structure of the company remains unchanged [2]

华熙生物科技股份有限公司 简式权益变动报告书 上市公司名称：华熙生物科技股份有限公司 股票上市地点：上海证券交易所 股票代码：688363 信息披露义务人名称：国寿成达（上海）健康产业股权投资中心（有限合伙） 通讯地址：北京市朝阳区东三环中路 5 号财富金融中心 67 层 注册地址：中国（上海）自由贸易试验区银城路 88 号 39 楼 06 单元 邮政编码：100020 股份变动性质：股份减少及持股比例减少至 5% 签署日期：2026 年 1 月 8 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的公司信 息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"《准则 15 号》"） 及相关的法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》、《收购办法》、《准则 15 号》的规定，本报告书已全面 披露了信息披露义务人在华熙生物科技股份有限公司中拥有 ...

证券代码：688363 证券简称：华熙生物 公告编号：2026-001 华熙生物科技股份有限公司 关于持股 5%以上股东权益变动触及 5%刻度 的提示性公告 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： 因实施本次减持计划，国寿成达权益变动触及 1%刻度的提示性公告请见公 司于 2025 年 11 月 28 日在上海证券交易所网站（www.sse.com.cn）披露的《华 熙生物科技股份有限公司关于持股 5%以上股东权益变动触及 1%刻度的提示性 公告》（公告编号：2025-045）。 本次权益变动为公司大股东国寿成达（上海）健康产业股权投资中心（有 限合伙）（以下简称"国寿成达"）根据公司于 2025 年 11 月 5 日在上 海证券交易所网站（www.sse.com.cn）披露的《华熙生物科技股份有限 公司股东减持股份计划公告》（公告编号：2025-043）（以下简称：本 次减持计划）作出的减持，不触及要约收购。 本次权益变动后国寿成达拥有权益的股份数量为 24,083,913 股，占公司 总股本的比 ...