Keqian Biology(688526)
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国泰海通:春节宠物消费增长快 关注宠物经济蓬勃之势
智通财经网· 2026-02-24 06:20
国泰海通发布研报称,2026年1月,淘天宠物与炼丹炉大数据联合发布《宠物行业新品趋势报告》显 示,时令节日仪式感消费已成为"它经济"的核心增长极,"新年宠物礼盒"这一搜索关键词在天猫平台上 的同比增速便已经达到了20%+。根据天猫数据,宠物过年衣服销量实现330%的大幅增长,宠物年夜饭 实现290%的增长。此外,春节后,华南与华北区域举办规模领先的宠物展会,国内头部品牌预计在展 会上推出新品,值得关注。 养殖:春节后预期猪价进入淡季节奏 春节后预期猪价进入淡季节奏。春节后预计需求淡而供给多,预期价格进入淡季节奏。事实上腊月小年 后,春节备货已经开始逐步下降,接下来节后的屠宰场正月初七和初八正式开工后,价格将进入低价和 养殖亏损阶段。关注低猪价下的产能去化情况。 标的方面 生猪推荐标的:牧原股份(002714.SZ)、温氏股份(300498.SZ);后周期推荐标的:科前生物 (688526.SH)、海大集团(002311.SZ)。农产品产业链推荐标的:晨光生物(300138.SZ)、诺普信 (002215.SZ)、荃银高科(维权)(300087.SZ)、国投丰乐(000713.SZ),相关标的:康农种业 (30 ...
春节宠物消费增长快,关注宠物经济蓬勃之势
GUOTAI HAITONG SECURITIES· 2026-02-24 00:45
春节宠物消费增长快,关注宠物经济蓬勃之势 [Table_Industry] 农业 | | | | | | | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 王艳君(分析师) | 021-38674633 | wangyanjun2@gtht.com | S0880520100002 | | 林逸丹(分析师) | 021-38038436 | linyidan@gtht.com | S0880524090001 | | 巩健(分析师) | 021-23185702 | gongjian@gtht.com | S0880525040051 | 本报告导读: 养殖:春节后预期猪价进入淡季节奏。宠物: 春节宠物消费增长快,关注宠物经济 蓬勃之势。 投资要点: [宠物Table_Summary] : 春节宠物消费增长快,关注宠物经济蓬勃之势。 养殖:春节后预期猪价进入淡季节奏。 春节后预期猪价进入淡季节奏。春节后我们预计需求淡而供给多, 预期价格进入淡季节奏。事实上腊月小年后,春节备货已经开始逐 步下降,接下来节后的屠宰场正月初七和初八 ...
科前生物:公司是一家专注于兽用生物制品研发、生产、销售及动物防疫技术服务的生物医药企业
Zheng Quan Ri Bao· 2026-02-11 11:41
(文章来源:证券日报) 证券日报网讯 2月11日,科前生物在互动平台回答投资者提问时表示,公司是一家专注于兽用生物制品 研发、生产、销售及动物防疫技术服务的生物医药企业,主要产品是非国家强制免疫猪用疫苗和禽用疫 苗。 ...
科前生物:初步形成了一套黑水虻规模化转化农业有机废弃物的系统解决方案
Zheng Quan Ri Bao· 2026-02-11 11:41
证券日报网讯 2月11日,科前生物在互动平台回答投资者提问时表示,公司紧紧围绕国家饲用蛋白减量 替代重大战略,与农业微生物资源发掘与利用全国重点实验室开展紧密合作,在利用黑水虻与微生物联 合转化畜禽粪便及餐余垃圾生产昆虫蛋白领域,进行了规模化养殖工艺、自动化养殖设备的研制探索, 初步形成了一套黑水虻规模化转化农业有机废弃物的系统解决方案,为后期完善与推广应用奠定了基 础。 (文章来源:证券日报) ...
科前生物:上市公司股价受宏观经济形势、政策变化、市场情绪等多重因素综合影响
Zheng Quan Ri Bao· 2026-02-11 11:11
证券日报网讯 2月11日,科前生物在互动平台回答投资者提问时表示,上市公司股价受宏观经济形势、 政策变化、市场情绪等多重因素综合影响。公司将坚定秉持高质量发展理念,持续加大研发投入,不断 提升经营发展能力,努力回馈投资者。 (文章来源:证券日报) ...
科前生物新兽药获批 丰富产品线
Jing Ji Guan Cha Wang· 2026-02-11 09:19
公司新兽药注册证书于2026年2月9日获批,产品为猪圆环病毒2型重组杆状病毒灭活疫苗(CH17株,悬 浮培养),用于预防猪圆环病毒2型感染引起的疾病。 以上内容基于公开资料整理,不构成投资建议。 经济观察网科前生物(688526)近期获得农业农村部批准的新兽药注册证书,产品为猪圆环病毒2型重组 杆状病毒灭活疫苗(CH17株,悬浮培养),用于预防猪圆环病毒2型感染引起的疾病。该产品的获批将丰 富公司产品线,但上市销售前还需取得产品批准文号,市场推广和销售情况存在不确定性。 产品研发进展 ...
2月9日晚间重要公告一览
Xi Niu Cai Jing· 2026-02-09 10:13
Group 1 - XianDao Intelligent has set the final price for its H-share public offering at HKD 45.8 per share, with expected listing on February 11, 2026 [1] - Jida Communication is a candidate for a project with China Mobile, with an estimated service fee of approximately CNY 51.04 million [2] - Bowei Alloy's controlling shareholder plans to increase holdings by CNY 100 million to 150 million from February 10 to August 9, 2026 [3] Group 2 - Xiamen Airport reported 16,368 aircraft takeoffs and landings in January 2026, a year-on-year decrease of 4.82%, with passenger throughput of 2.38 million, down 3.84% [4] - Yitong Century has won a bid for a project worth CNY 107 million, providing comprehensive maintenance services for China Tower [5] - Huayi Brothers' controlling shareholder's 70 million shares are subject to judicial auction, representing 42.89% of his holdings and 2.52% of the company's total shares [6] Group 3 - Lianhuan Pharmaceutical received approval for the sale of Tadalafil tablets (20mg) in Ghana [7] - Aonong Biological reported a pig sales volume of 166,600 in January 2026, a year-on-year increase of 35.36% [8] - Xiantan Co. achieved chicken product sales revenue of CNY 546 million in January 2026, a year-on-year increase of 54.9% [9] Group 4 - Zhengbang Technology reported a January sales revenue of CNY 816 million from pig sales, a year-on-year increase of 19.69% [10] - Qianjin Pharmaceutical's net profit for 2025 grew by 24.74% to CNY 288 million [11] - Xinhua Pharmaceutical received a drug registration certificate for glucosamine sulfate capsules [12] Group 5 - Yuandong Bio completed the first dosing of its EP-0210 monoclonal antibody in a Phase I clinical trial for inflammatory bowel disease [13] - Jiaokong Technology signed a contract for the Sydney Metro West Line signal system subcontracting project worth AUD 93.53 million [14] - Dangsheng Technology signed a strategic cooperation framework agreement with Huineng Technology in solid-state batteries and the new energy industry [15] Group 6 - Jinhui Co. plans to acquire 100% of Fusheng Mining for CNY 210 million [16] - Cangzhou Mingzhu announced Guangzhou Light Industry as its new controlling shareholder after a share transfer [17] - Dingxin Technology's vice president was fined CNY 120,000 for short-term trading [18][19] Group 7 - China Modern Pharmaceutical's subsidiary passed a GMP compliance inspection for its production line [20] - Chaosheng Electronics plans to increase capital by CNY 400 million in its subsidiary to enhance competitiveness [21] - Lonyu Mountain reported a 25.03% year-on-year increase in pig sales revenue in January 2026 [22] Group 8 - Sanbo Brain Science's chairman has been released from investigation, and the company is operating normally [23] - Hainan Mining is planning to acquire control of Luoyang Fengrui Fluorine Industry and will resume trading on February 10, 2026 [24] - Dongwei Technology's net profit for 2025 increased by 86.81% [25] Group 9 - Yuanjie Technology plans to invest CNY 1.251 billion in a semiconductor chip and device R&D production base [26] - Metro Design signed a contract for an energy management project with Guangzhou Metro Group worth CNY 924 million [27] - Zhongmin Energy intends to acquire 51% of Fujian Yongtai Mintou Pumped Storage Co. for CNY 864 million [28] Group 10 - Dianzhi Technology plans to repurchase shares worth CNY 100 million to 200 million [29] - China Baoan was not selected as a restructuring investor for the Singshan Group [30] - Zhiguang Electric's subsidiary signed a CNY 1.004 billion contract for energy storage systems [31] Group 11 - Zhifei Biological received approval for a clinical trial of its herpes zoster vaccine [32] - KQ Bio received a new veterinary drug registration certificate for a vaccine against porcine circovirus type 2 [33] - Huanxu Electronics reported a 4% year-on-year increase in consolidated revenue for January 2026 [34] Group 12 - Xiangjia Co. reported a 10.42% year-on-year increase in live poultry sales revenue in January 2026 [35] - Kemin Foods' subsidiary reported a 68.29% year-on-year increase in pig sales revenue in January 2026 [36] - Liyuan Technology signed a procurement contract worth CNY 54.98 million [37] Group 13 - Jiuqiang Bio received a medical device registration certificate for a fibrin degradation product detection kit [38] - Zhongguancun's subsidiary passed the consistency evaluation for Tramadol Hydrochloride tablets [39] - Rundou Co. received a drug registration certificate for Candesartan Etil [40]
科前生物(688526) - 武汉科前生物股份有限公司关于获批新兽药注册证书的自愿性信息披露公告
2026-02-09 08:00
证券代码:688526 证券简称:科前生物 公告编号:2026-001 武汉科前生物股份有限公司 关于获批新兽药注册证书的自愿性信息披露公告 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。 根据《兽药管理条例》和《兽药注册办法》规定,经中华人民共 和国农业农村部审查,批准公司申报的猪圆环病毒 2 型重组杆状病毒 灭活疫苗(CH17 株,悬浮培养)为新兽药,并核发《新兽药注册证 书》,具体详情如下: 一、新兽药的基本信息 新兽药名称:猪圆环病毒 2 型重组杆状病毒灭活疫苗(CH17 株, 悬浮培养) 英文名:Porcine Circovirus Type 2 Recombinant Baculovirus Vaccine,Inactivated (Strain CH17, Suspension Culture) 新兽药注册证书号:(2026)新兽药证字 31 号 注册分类:三类 研制单位:武汉科前生物股份有限公司 监测期:3 年 主要成分与含量:每头份疫苗中含有表达的猪圆环病毒 2d 型 Cap 武汉科前生物股份有限公司以 ...
科前生物:获批猪圆环病毒2型重组杆状病毒灭活疫苗新兽药证书
Jin Rong Jie· 2026-02-09 07:55
科前生物公告称,经 农业农村部审查,公司申报的猪圆环病毒2型重组杆状病毒灭活疫苗获批新兽药, 获《新兽药注册证书》,注册分类为三类,监测期3年。该疫苗用于预防猪圆环病毒2型感染疾病,免疫 后28日产生免疫,主动免疫持续4个月,仔猪被动免疫至21日龄。产品获批将丰富公司产品种类,提升 竞争力,但上市前需取得批准文号,生产销售时间及效益存在不确定性。 ...
科前生物获批一款新兽药注册证书
Zhi Tong Cai Jing· 2026-02-09 07:50
该产品的成功获批,将进一步丰富公司的产品种类,推动公司产品及业务向多元化方向发展,有利于进 一步提升公司的市场竞争力,对公司经营发展具有一定的积极作用。 科前生物(688526.SH)发布公告,根据《兽药管理条例》和《兽药注册办法》规定,经中华人民共和国 农业农村部审查,批准公司申报的猪圆环病毒2型重组杆状病毒灭活疫苗(CH17株,悬浮培养)为新兽 药,并核发《新兽药注册证书》。 ...