康为世纪公告，公司计划以1788.5万元的对价收购控股子公司上海昊为泰生物科技有限公司少数股东上 海天昊生物科技有限公司持有的49%股权。收购完成后，昊为泰将成为公司的全资子公司。本次交易构 成关联交易，但不构成重大资产重组。此次交易旨在加强子公司管理，提高经营决策效率，增强公司整 体盈利能力及竞争力。交易已经公司董事会和独立董事审议通过，无需提交股东会批准。 ...

Core Insights - As of October 10, a total of 92 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more [1] - The stocks with the longest streak of net buying are Kangwei Century and Fucheng Co., both of which have seen net buying for 12 consecutive trading days [1] - Other notable stocks with significant net buying days include Shenzhen New Star, Daming City, Darui Electronics, Xiangyuan Cultural Tourism, Changyuan Donggu, Hangzhou Kelin, Hengtong Optic-Electric, and Wujin Stainless Steel [1]

Core Viewpoint - 康为世纪's stock price decreased by 0.82% on October 10, with a trading volume of 47.09 million yuan, indicating a potential market reaction to recent financial performance and investor sentiment [1] Financing Summary - On October 10, 康为世纪 had a financing buy-in amount of 6.84 million yuan, with a net financing purchase of 2.75 million yuan, reflecting strong investor interest [1] - The total financing balance reached 116 million yuan, accounting for 11.05% of the circulating market value, which is above the 90th percentile of the past year, indicating a high level of leverage [1] - No short selling activity was recorded on October 10, with a short selling balance of 0 yuan, also reflecting a high percentile position over the past year [1] Financial Performance - For the first half of 2025, 康为世纪 reported a revenue of 87.12 million yuan, representing a year-on-year growth of 29.74%, indicating strong sales performance [2] - The company experienced a net loss attributable to shareholders of 55.91 million yuan, which is a decrease of 11.70% compared to the previous period, highlighting ongoing profitability challenges [2] Shareholder and Dividend Information - Since its A-share listing, 康为世纪 has distributed a total of 48.63 million yuan in dividends [3] - As of June 30, 2025, the number of shareholders increased by 0.25% to 3,949, while the average number of circulating shares per person decreased by 0.25% to 9,621 shares [2][3] - The largest circulating shareholder is 融通健康产业灵活配置混合A/B, holding 3.60 million shares, which decreased by 16,120 shares compared to the previous period [3]

江苏康为世纪生物科技股份有限公司 关于注销部分募集资金专户的公告 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。 证券代码：688426 证券简称：康为世纪 公告编号：2025-037 江苏康为世纪生物科技股份有限公司（以下简称"公司"或"康为世纪"）首次公开发 行股票募集资金按照相关法律、法规和规范性文件的规定在银行开立了募集资金专户。 鉴于公司首次公开发行募集资金投资项目之一的"医疗器械及生物检测试剂产业化项目" 已经结项，近日，公司办理完成了部分募集资金专户的注销手续，相关情况具体如下： 一、募集资金基本情况 2022 年 9 月 1 日，经中国证券监督管理委员会《关于同意江苏康为世纪生物科技股 份有限公司首次公开发行股票注册的批复》（证监许可[2022]2003 号）核准，公司向社 会首次公开发行人民币普通股（A 股）股票 2,329.0278 万股，股票面值为人民币 1 元， 发行价格为每股人民币 48.98 元，此次公开发行股份募集资金总额为人民币 114,075.78 万元，扣除所有股票发行费用人民币 8,645 ...

Core Insights - The medical device sector experienced a slight increase of 0.39% on September 29, with Tianzhihang leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Medical Device Sector Performance - Tianzhihang (688277) saw a closing price of 18.47, with a rise of 7.70% and a trading volume of 172,400 shares, amounting to a transaction value of 315 million yuan [1] - Jimin Health (603222) closed at 11.30, up 5.51%, with a trading volume of 494,600 shares and a transaction value of 556 million yuan [1] - Dongxing Medical (301290) closed at 29.32, increasing by 4.86%, with a trading volume of 99,500 shares and a transaction value of 29.67 million yuan [1] - Other notable performers included Sainuo Medical (688108) with a 4.82% increase and a closing price of 27.83, and Tianchen Medical (688013) with a 3.89% increase, closing at 59.52 [1] Capital Flow Analysis - The medical device sector saw a net inflow of 85.63 million yuan from institutional investors, while retail investors contributed a net inflow of 46.52 million yuan [2] - However, speculative funds experienced a net outflow of 132 million yuan [2] Individual Stock Capital Flow - Sainuo Medical (688108) had a net inflow of 111 million yuan from institutional investors, but a net outflow of 68.66 million yuan from speculative funds [3] - Mairui Medical (300760) also saw a significant net inflow of 107 million yuan from institutional investors, with a net outflow of 76.49 million yuan from speculative funds [3] - Jimin Health (603222) had a net inflow of 53.49 million yuan from institutional investors, while speculative funds saw a net outflow of 43.40 million yuan [3]

Core Points - The stock price of Kangwei Century has decreased by 2.05% on September 23, trading at 26.32 CNY per share with a market capitalization of 2.961 billion CNY [1] - Year-to-date, the stock has dropped by 8.00%, with a recent decline of 10.05% over the last five trading days [1] - The company has shown a revenue growth of 29.74% year-on-year for the first half of 2025, but reported a net loss of 55.911 million CNY, a decrease of 11.70% compared to the previous year [2] Company Overview - Jiangsu Kangwei Century Biotechnology Co., Ltd. was established on September 3, 2010, and went public on October 25, 2022 [1] - The company specializes in the research, production, and sales of molecular detection products, with 89.14% of its revenue coming from product sales and 10.86% from services [1] - As of June 30, 2025, the number of shareholders increased by 0.25% to 3,949, while the average number of circulating shares per person decreased by 0.25% to 9,621 shares [2] Shareholder Information - The largest circulating shareholder is Rongtong Health Industry Flexible Allocation Mixed A/B, holding 3.6 million shares, a decrease of 161,200 shares from the previous period [2] - New shareholder, China Europe Times Pioneer Stock A, holds 2 million shares, ranking as the third-largest circulating shareholder [2] - Other notable changes include an increase in holdings by Yuanxin Yongfeng Medical Health A and Yuanxin Yongfeng Ju You A, while Rongtong Xin New Growth Mixed A saw a decrease in holdings [2]

Market Overview - On September 17, the Shanghai Composite Index rose by 0.37%, with the total margin trading balance reaching 2405.44 billion yuan, an increase of 12.79 billion yuan compared to the previous trading day [1] - The margin trading balance in the Shanghai market was 1221.39 billion yuan, up by 3.96 billion yuan; in the Shenzhen market, it was 1176.13 billion yuan, up by 8.77 billion yuan; and in the Beijing Stock Exchange, it was 7.909 billion yuan, up by 0.065 billion yuan [1] Industry Analysis - Among the industries tracked by Shenwan, 22 sectors saw an increase in margin trading balances, with the non-bank financial sector leading with an increase of 3.102 billion yuan, followed by the power equipment and electronics sectors with increases of 2.528 billion yuan and 1.647 billion yuan, respectively [1] Stock Performance - A total of 1847 stocks experienced an increase in margin trading balances, accounting for 49.62% of the total, with 347 stocks seeing an increase of over 5% [1] - Shanghai Construction Engineering had the largest increase in margin trading balance, reaching 1.137 billion yuan, a rise of 114.15%, with its stock price increasing by 9.97% [1] - Other notable stocks with significant increases in margin trading balances included Kailong High-Tech and Feng'an Co., with increases of 77.63% and 63.40%, respectively [1] Top Gainers - The top 20 stocks with the highest increase in margin trading balances averaged an increase of 8.40%, with peak gains from Feng'an Technology, Zhejiang Hengwei, and Online and Offline, which rose by 20.00%, 19.99%, and 18.98%, respectively [2][3] Top Decliners - Conversely, 1875 stocks saw a decrease in margin trading balances, with 247 stocks experiencing a decline of over 5% [4] - Tianming Technology had the largest decrease, with a margin trading balance of 6.5227 million yuan, down by 50.73% [5] - Other significant decliners included Henghe Co. and Tianji Co., with decreases of 38.37% and 29.81%, respectively [5]

Investment Rating - The report maintains a "Recommended" investment rating for the pharmaceutical and biotechnology industry [6] Core Viewpoints - The pharmaceutical sector has outperformed the CSI 300 index, with the Shenwan Pharmaceutical Biotechnology Index rising by 2.46% from September 1 to September 14, 2025, and by 26.80% year-to-date, surpassing the CSI 300 index by 1.16 percentage points and 11.88 percentage points respectively [1][13] - The current valuation of the pharmaceutical sector stands at 31.58 times (TTM overall method, excluding negative values), with a premium of 148.92% compared to the CSI 300 index [16] - The National Medical Products Administration (NMPA) has announced measures to optimize the review and approval process for innovative drug clinical trials, aiming to complete reviews within 30 working days for eligible applications [20] - The ongoing reforms in drug review and approval systems are expected to enhance the efficiency of clinical trials and accelerate the development of innovative drugs, benefiting companies in this sector [21] Summary by Sections 1. Biweekly Market Review - The pharmaceutical sector's performance from September 1 to September 14, 2025, shows a 2.46% increase, ranking 8th among 31 Shenwan first-level industry indices [11] - Year-to-date, the pharmaceutical sector has increased by 26.80%, also ranking 8th among the indices [13] - The top ten stocks by increase include Zhendemedical (+46.67%), Haooubo (+34.22%), and Kangwei Century (+30.28%), while the top ten stocks by decrease include Shutaishen (-24.15%) and Shanghai Yizhong (-15.39%) [17][18] 2. Important Events - On September 12, 2025, the NMPA released an announcement to support innovative drug development by optimizing the clinical trial review process [20] 3. Industry Insights - The report emphasizes the acceleration of innovative drug development in China, with significant results emerging and ongoing policy optimizations expected to further support this trend [21] - The second half of 2025 is expected to see continued focus on innovative drugs, international expansion, and the clearing of procurement processes, with specific attention to insulin and orthopedic sectors [21]

Group 1 - The core viewpoint of the news is that Kangwei Century's stock has experienced a decline of 5.09% on September 17, with a total market value of 3.124 billion yuan and a cumulative drop of 3.94% over three consecutive days [1] - Kangwei Century, established on September 3, 2010, specializes in the research, production, and sales of molecular detection products, with 89.14% of its revenue coming from product sales and 10.86% from services [1] - The stock trading volume on the reporting day was 41.74 million yuan, with a turnover rate of 3.87% [1] Group 2 - Among the top ten circulating shareholders of Kangwei Century, a fund under China Europe Fund, specifically the China Europe Times Pioneer Stock A (001938), has entered the list, holding 2 million shares, which accounts for 5.26% of the circulating shares [2] - The fund has incurred a floating loss of approximately 2.98 million yuan today, with a total floating loss of 2.4 million yuan during the three-day decline [2] - The fund manager, Zhou Weiwen, has a tenure of 18 years and 312 days, with a total fund asset scale of 29.38 billion yuan, while the other manager, Luo Jiaming, has a tenure of 6 years and 80 days, managing assets of 13.271 billion yuan [2]

证券代码：688426 证券简称：康为世纪 公告编号：2025-036 江苏康为世纪生物科技股份有限公司 2025年第一次临时股东大会决议公告 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） 股东大会召开的时间：2025 年 9 月 15 日 （二） 股东大会召开的地点：江苏省泰州市医药高新区泽兰路 18 号江苏康为世 纪生物科技股份有限公司 2 楼会议室 （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 | 33 | | --- | --- | | 普通股股东人数 | 33 | | 2、出席会议的股东所持有的表决权数量 | 80,039,900 | | 普通股股东所持有表决权数量 | 80,039,900 | | 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例 | 72.8087% | | （%） | | | 普通股股东所持有表决权数量占公司表决权数量 ...