根据市场公开信息及8月20日披露的机构调研信息，知名私募呈瑞投资近期对1家上市公司进行了调研， 相关名单如下： 上海呈瑞管理有限公司2010年5月成立于上海，注册资金1100万。公司于2014年4月登记为私募投资基金 管理人，2015年3月成为中国证券投资基金业协会观察会员。公司主营二级市场，涵盖大类资产配置， 主要策略包括宏观对冲策略，高频Alpha策略，CTA策略，策略平台均属自行开发运行，多年以来稳健 发展，公司不断受到市场广泛认可，客户群体不断多元化，涵盖银行资管、私行、券商、保险、信托、 各类fof机构和央企等客户青睐。目前公司拥有一支由33人组成的高素质、专业化投研团队，投研人员 均具有良好的教育背景和丰富的投资经验，主要成员毕业于北大、浙大、复旦、武大、University of Nebraska、University of Ontario，Swansea University等海内外知名院校。成立以来，公司屡获殊荣，连 续三年上榜wind，2018年度获得wind最强私募公司管理规模区间10-20亿第三名，国金证券"宏观对冲策 略2015-2017年三年最佳奖"；2019年荣获中国基金报英华奖 ...

Group 1: Yuan Dong Biological - In the first half of 2025, Yuan Dong Biological achieved revenue of 654 million yuan, a year-on-year decrease of 2.25% [1] - The net profit attributable to the parent company was 137 million yuan, down 6.77% year-on-year, but excluding stock incentive costs, it showed a slight increase of 0.28% [1] - R&D investment was approximately 133 million yuan, accounting for 20.25% of revenue, with new drug R&D investment amounting to 44.83 million yuan, representing 33.83% of total R&D expenditure [1] - The company is responding to the impact of centralized procurement policies by enhancing innovation, deepening transformation, and improving operational efficiency across the value chain [1] - The ADC innovative drug YLSH003 has completed preclinical research and IND application, while HP-001 is undergoing Phase I clinical trials with overall safety reported as good [1] Group 2: Yinxi Technology - Yinxi Technology's business includes modified plastics and smart lighting, with significant growth in the modified plastics segment and a favorable gross margin [2] - The company has seen a continuous increase in drone orders, although customer details are confidential [2] - The PPO business, which includes injection-molded modified plastics and electronic chemicals, has passed downstream customer certification, with gradually increasing but still low production capacity [2] - The company has no plans for low-altitude economy asset injection, and recent share reductions are part of normal information disclosure, expected not to adversely affect stock prices [2] - Yinxi Technology collaborates with companies incubated by Professor Li Zexiang, producing modified environmentally friendly flame retardants and other additives primarily for external sales [2] Group 3: Hongcheng Investment Overview - Hongcheng Investment was founded in April 2015 by Zhang Tao and several colleagues, with complementary work experience and knowledge structures [3] - The long-term vision of the company is to create an attractive platform for excellent fund managers and generate stable long-term returns for public investors [3] - The company culture emphasizes openness, equality, sharing, and inclusiveness [3]

根据市场公开信息及8月20日披露的机构调研信息，知名私募保银投资近期对1家上市公司进行了调研， 相关名单如下： 1）苑东生物 （上海保银投资参与公司特定对象调研） 调研纪要：2025年上半年，苑东生物实现营业收入6.54亿元，同比减少2.25%；归母净利润1.37亿元， 同比减少6.77%，剔除股权激励费用影响，同比增长0.28%。研发投入约1.33亿元，占营业收入比例为 20.25%，新药研发投入金额为4,482.59万元，占总体研发投入比例为33.83%。国际化业务涵盖原料药和 制剂，多个产品完成注册或提交注册。原料药及CDMO板块实现营业收入0.87亿元，同比增长3.17%， 增速放缓。公司通过强化创新驱动、深化仿创转型、全价值链提升运营效率等举措应对集采政策影响。 HP-001正在进行一期临床试验，整体安全性良好。ADC创新药YLSH003已完成临床前研究及IND申 报。氨酚羟考酮缓释片和硫酸吗啡盐酸纳曲酮缓释胶囊均已申报生产，目前正在审评中。 机构简介： PinPoint是一家为高端客户提供一系列选择性（包括Equity和Commodity）投资产品的优秀资产管理机 构,持有香港9号牌牌照。公司的投 ...

据证券之星公开数据整理，近期苑东生物（688513）发布2025年中报。根据财报显示，苑东生物净利润 同比下降6.77%。截至本报告期末，公司营业总收入6.54亿元，同比下降2.25%，归母净利润1.37亿元， 同比下降6.77%。按单季度数据看，第二季度营业总收入3.49亿元，同比下降1.61%，第二季度归母净利 润7598.16万元，同比上升6.29%。 本次财报公布的各项数据指标表现一般。其中，毛利率75.81%，同比减2.47%，净利率20.87%，同比减 4.63%，销售费用、管理费用、财务费用总计2.49亿元，三费占营收比38.04%，同比减7.42%，每股净资 产15.75元，同比增4.24%，每股经营性现金流0.89元，同比增83.16%，每股收益0.77元，同比减7.23% | 苑东生物 最新财务摘要 | | --- | | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 6.7亿 | 6.54亿 | -2.25% | | 归母净利润(元) | 1.46亿 | 1.37亿 | -6.77% | | ...

Summary of Yandong Biopharmaceuticals Conference Call Company Overview - **Company**: Yandong Biopharmaceuticals - **Date**: August 19, 2025 Key Points Industry and Company Performance - Yandong Biopharmaceuticals reported a revenue of **654 million** yuan in the first half of 2025, a decrease of **2.25%** year-on-year [3] - The net profit attributable to shareholders was **137 million** yuan, down **6.77%** year-on-year, with a non-recurring net profit of **104 million** yuan, a decrease of **8.68%** [3] - The company faced challenges from the **10th batch of national centralized procurement** and intensified industry competition, but maintained operational stability through innovation and efficiency improvements [3] Research and Development (R&D) Investment - R&D investment reached **133 million** yuan, an increase of **8.74%** year-on-year, accounting for **20.25%** of revenue [2][4] - Over **33%** of R&D investment was directed towards innovative drugs, including small molecule drugs and biopharmaceuticals [2][4] - The company is accelerating international business, particularly in the development and certification of nasal spray products [4] Product Pipeline and Sales Performance - In the **anesthesia and analgesia** sector, traditional products like **ibuprofen injection** showed stable growth, while new products like **butorphanol tartrate injection** are experiencing rapid growth [6] - The **cardiovascular** sector saw significant growth in products like **sodium hydrogen clopidogrel tablets** and **bisoprolol amlodipine tablets** [6] - The domestic formulation segment focuses on high-barrier complex formulations, with **21** production approvals granted this year [7] Innovation and Clinical Trials - The innovative drug segment includes several key projects: - **EP9,001A monoclonal antibody injection** completed Phase 1 clinical trials [8] - **YLSH003 ADC** has completed IND application [8] - **EP0,170T** is in Phase 3 clinical trials, targeting cardiovascular diseases [8] - The company is also advancing its **HP001** immune regulator, which shows potential advantages over existing treatments [17][19] Internationalization and Market Expansion - The international business achieved over **10 million** yuan in revenue in the first half of the year, with plans to expand into Southeast Asia and other markets [11] - The nasal spray production line passed FDA inspection, and the company signed a commercialization agreement with **Glenmark** for the naloxone nasal spray [11][14] Financial Outlook and Strategic Initiatives - The company anticipates a challenging year due to the impact of centralized procurement but aims for double-digit growth in revenue and a **20%** increase in profit through strategic initiatives [31] - Yandong plans to maintain R&D investment at over **20%** of revenue, focusing on innovative drugs and biopharmaceuticals [32] - The acquisition of **Chao Yang Pharmaceutical** is expected to positively impact financial results, with a manageable effect on Yandong's financial statements [33] Future Directions - Yandong will continue to focus on accelerating innovative drug development, optimizing resource allocation, and enhancing international market presence [36] - The company aims to leverage its current investments in innovation to drive future growth and maintain a competitive edge in the market [36] Additional Insights - The company is actively pursuing partnerships and collaborations to enhance its product pipeline and market reach [21][24] - Yandong's strategic focus on high-barrier products and innovative therapies positions it well for future growth despite current market challenges [32][34]

金融界消息 截至2025年8月19日收盘，苑东生物（688513）报收于65.02元，上涨3.93%，换手率 3.92%，成交量6.92万手，成交金额4.46亿元。 通过天眼查大数据分析，成都苑东生物制药股份有限公司共对外投资了12家企业，参与招投标项目3437 次，知识产权方面有商标信息355条，专利信息183条，此外企业还拥有行政许可239个。 资金流向方面，今日主力资金净流入7677.59万元，占比成交额17.21%。其中，超大单净流入3711.68万 元、占成交额8.32%，大单净流入3965.92万元、占成交额8.89%，中单净流出流入747.76万元、占成交 额1.68%，小单净流出8425.35万元、占成交额18.88%。 来源：金融界 苑东生物最新一期业绩显示，截至2025中报，公司营业总收入6.54亿元、同比减少2.25%，归属净利润 1.37亿元，同比减少6.77%，扣非净利润1.04亿元，同比减少8.68%，流动比率3.463、速动比率3.091、 资产负债率19.71%。 天眼查商业履历信息显示，成都苑东生物制药股份有限公司，成立于2009年，位于成都市，是一家以从 事医药制造业为主的 ...

财报季，社保基金持股动向曝光！二季度末社保基金共现身12只个股前十大流通股东榜，新进2只，增 持6只。 证券时报·数据宝统计显示，社保基金最新出现在12只科创板股前十大流通股东名单中，合计持股量 4942.64万股，期末持股市值合计24.11亿元。持股变动显示，新进2只，增持6只，减持3只，1只股持股 量保持不变。 社保基金持有科创板股中，从前十大流通股东名单中社保基金家数来看，南微医学、凯立新材等2只股 有3家社保基金集中现身，持股量分别为917.85万股、636.42万股。 市场表现方面，获社保基金持有的科创板股7月以来平均上涨29.42%。从具体个股看，鼎通科技累计涨 幅92.20%，表现最好，苑东生物、南微医学等分别上涨52.36%、41.13%位居其后。从具体个股看，鼎 通科技累计涨幅92.20%，表现最好，苑东生物、南微医学等分别上涨52.36%、41.13%位居其后。（数 据宝） | 代码 | 简称 | 社保基金家 | | 社保基金持股量（万 | 环比 | 占流通股比例 | 持股市值（万 | | --- | --- | --- | --- | --- | --- | --- | --- | | ...

证券日报网讯 8月18日晚间，苑东生物发布公告称，公司第四届董事会第七次会议审议通过了《关于的 议案》等多项议案。 （文章来源：证券日报） ...

证券日报网讯 8月18日晚间，苑东生物发布公告称，公司第四届监事会第六次会议审议通过了《关于的 议案》等多项议案。 （文章来源：证券日报） ...

智通财经APP讯，苑东生物(688513.SH)发布2025年半年度报告，该公司营业收入为6.54亿元，同比减少 2.25%。归属于上市公司股东的净利润为1.37亿元，同比减少6.77%。归属于上市公司股东的扣除非经常 性损益的净利润为1.04亿元，同比减少8.68%。基本每股收益为0.77元。营业收入及净利润较上年同期 下降，主要系执行第十批国家集中带量采购导致化学制剂销售收入下降及报告期内股权激励费用同比增 加所致。 ...