格隆汇12月5日丨硕世生物(688399.SH)公布，公司于2025年12月5日收到公司实际控制人房永生先生、 梁锡林先生、王国强先生关于续签《一致行动协议》的通知。鉴于各方在2024年12月5日签署续签的 《一致行动协议》已到期，为完善公司治理，保证公司经营的连续性和稳定性，实现对公司实质且有效 的控制，各方续签《一致行动协议》。 ...

证券日报网讯12月3日，硕世生物在互动平台回答投资者提问时表示，截至2025年11月20日，公司股东 总数7710户。 ...

Investment Rating - The report maintains an "Overweight" rating for the in vitro diagnostics (IVD) industry [6][54]. Core Viewpoints - The IVD market is expected to benefit from a recent policy initiative aimed at enhancing the adaptability of supply and demand for consumer goods, with a focus on high-end medical devices and efficient IVD equipment [5][53]. - The domestic biochemical diagnostics sector has largely overcome reliance on foreign technologies, indicating a completed process of localization [6][54]. - The report emphasizes the shift towards home health management, moving from a treatment-centered to a prevention-centered approach, which is expected to create a trillion-yuan integrated market [5][53]. Summary by Sections Industry Performance - The pharmaceutical and biological sector rose by 2.67%, with the IVD sector increasing by 2.63% during the week [2][12]. - The IVD sector's current PE ratio is 39.84X, with a PB ratio of 1.85X, reflecting a slight increase from the previous week [4][33]. Company Performance - Notable performers in the medical services sector include Haobio (+14.3%), Shuoshi Biological (+13.6%), and Innotech (+13.3%) [3][29]. - Underperformers include *ST Dongyang (-7.2%) and New Industry (-5.7%) [3][29]. Investment Recommendations - The report suggests focusing on companies in the IVD sector that cater to home consumption scenarios, such as Shengxiang Biological and Sannuo Biological [5][54]. - It highlights the importance of monitoring the growth potential in immunodiagnostics, particularly in chemiluminescence and molecular diagnostics like PCR [6][54].

Group 1 - The vitamin sector experienced a strong upward movement at the beginning of trading on November 24, with notable gains in several companies [2] - Harbin Sanlian reached the daily limit increase, while Jinshi Yao surged over 7% and Guangji Pharmaceutical rose more than 6% [2] - Other companies such as Shuoshi Biological, Meinong Biological, and Hendi Pharmaceutical also saw increases in their stock prices [2]

Core Viewpoint - Shuoshi Bio (688399.SH) reported a decline in revenue and net profit for the first three quarters of 2025, indicating financial challenges faced by the company [1]. Financial Performance - The company achieved operating revenue of 258 million yuan, a year-on-year decrease of 3.95% [1][3]. - The net profit attributable to shareholders was 3.15 million yuan, down 88.38% compared to the previous year [1][3]. - The net profit after deducting non-recurring gains and losses was -41.39 million yuan [1][3]. - The net cash flow from operating activities was 19.42 million yuan, a significant decline of 79.90% year-on-year [1][3]. Previous Year Comparison - In 2024, Shuoshi Bio reported operating revenue of 350 million yuan, a decrease of 13.29% compared to the previous year [4]. - The net profit attributable to shareholders for 2024 was -2 million yuan, an improvement from -37.38 million yuan in the previous year [4]. - The net profit after deducting non-recurring gains and losses was -7.18 million yuan, also an improvement from -42.92 million yuan in the previous year [4]. - The net cash flow from operating activities for 2024 was 145.93 million yuan, showing a significant increase of 228.97% year-on-year [4]. Stock Issuance and Financial Activities - Shuoshi Bio raised a total of 685.79 million yuan from its initial public offering, with a net amount of 612.93 million yuan, exceeding the original plan by 210.28 million yuan [5]. - The company planned to use the raised funds for the Taizhou headquarters industrial park project [5]. - The total issuance costs for the IPO were 72.86 million yuan, including underwriting fees of 54.93 million yuan [5].

Core Insights - The company, Shuoshi Biotechnology, reported that as of November 10, 2025, the total number of shareholders is 7,512 [1] Company Summary - Shuoshi Biotechnology has engaged with investors through an interactive platform, providing updates on shareholder numbers [1] - The company is actively communicating with its investors, indicating a focus on transparency and shareholder engagement [1]

Core Viewpoint - The stock of Shuoshi Biotechnology fell nearly 15% in the afternoon, with several other companies including Anglikang, Wanbangde, Kanglong Huacheng, Meidixi, Haoyuan Pharmaceutical, Jindike, and Jinshiyao also experiencing declines of over 5% [1] Company Performance - Shuoshi Biotechnology's stock decline of nearly 15% indicates significant market volatility [1] - Other companies in the sector, such as Anglikang and Wanbangde, also faced notable stock price drops, suggesting a broader trend affecting multiple firms [1] - The overall performance of the biotechnology sector appears to be under pressure, as indicated by the collective decline of several key players [1]

Core Viewpoint - The medical device sector experienced a decline of 1.58% on November 17, with major stocks like Shuoshi Bio leading the drop, while the Shanghai Composite Index closed at 3972.03, down 0.46% [1] Group 1: Market Performance - The medical device sector's decline was reflected in the performance of individual stocks, with 康为世纪 (Kangwei Century) showing a significant increase of 7.24% to close at 33.46 [1] - Other notable gainers included 东方海洋 (Oriental Ocean) with a 4.04% increase and 华强科技 (Huaqiang Technology) rising by 4.00% [1] - The overall trading volume in the medical device sector was substantial, with 康为世纪 recording a transaction volume of 22,800 hands and a turnover of 73.2189 million yuan [1] Group 2: Capital Flow - The medical device sector saw a net outflow of 1.392 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.068 billion yuan [2] - Individual stocks like 东方海洋 (Oriental Ocean) experienced a net inflow of 61.7917 million yuan from institutional investors, despite a net outflow from retail investors [2] - 华强科技 (Huaqiang Technology) also faced a similar trend, with a net inflow of 18.8252 million yuan from institutional investors, while retail investors showed a net outflow [2]

Core Viewpoint - The article highlights the significant surge in lithium mining stocks following a sharp increase in lithium carbonate futures prices, indicating a bullish sentiment in the market for lithium-related companies [2][4][5]. Lithium Market Dynamics - On November 17, lithium carbonate futures reached a limit-up price of 95,200 yuan/ton, marking a 9% increase and the highest level since July 2024 [4]. - The chairman of Ganfeng Lithium, Li Liangbin, projected that global lithium carbonate demand will rise to 1.55 million tons in 2025, up from an earlier estimate of 1.45 million tons, with a supply capacity of over 1.7 million tons, indicating a surplus of around 200,000 tons [7]. - Li also forecasted a 30% increase in demand for lithium carbonate in 2026, potentially reaching 1.9 million tons, with supply growth of approximately 250,000 tons, suggesting a balance in supply and demand and potential price increases [7]. Stock Performance - Several lithium mining stocks experienced significant gains, with multiple companies hitting their daily price limits. For instance, Yahua Group and Zhongmin Resources both saw a 10% increase, while Tianqi Lithium and Ganfeng Lithium rose by 9.87% and 7.48%, respectively [6][5]. - The overall A-share market showed volatility, with the Shanghai Composite Index down by 0.46% and a total of 2,584 stocks rising, while 2,726 stocks fell [9]. Other Market Trends - Local stocks in Fujian province also saw a notable rise, with over 20 stocks hitting their daily limits, including Haixia Innovation and Pingtan Development, both increasing by 20% [11]. - The AI application sector showed active performance, with companies like 360 and Xuanyuan International reaching their daily limits [13]. - The military industry sector experienced a midday surge, with stocks such as Jianglong Shipbuilding and Aerospace Development also hitting their limits [14]. Sector Adjustments - The pharmaceutical sector faced a collective downturn, with companies like Shuoshi Biology dropping over 10% [16].

每经AI快讯，11月17日，A股医药股持续调整，硕世生物午后跌近15%，昂利康、万邦德、美迪西、皓 元医药等多股跌超5%。 （文章来源：每日经济新闻） ...