Core Viewpoint - The company has signed an exclusive strategic cooperation agreement with Inmunotek to introduce the Oraltek® series of desensitization drugs to the Chinese market, addressing the significant challenges in the allergy treatment industry and meeting the needs of allergy patients [1] Group 1: Strategic Cooperation - The company will exclusively introduce Inmunotek's Oraltek® series desensitization drugs in China, focusing on domestic sales and registration [1] - This partnership aims to enhance the company's new business in the domestic desensitization drug sector, facilitating the development of the allergy treatment industry [1] Group 2: Clinical Trials and Regulatory Approvals - The company's wholly-owned subsidiary, Shanghai Haobio, has successfully completed the first batch of subject enrollment for the Phase III clinical trial of the desensitization drug MM09 sublingual spray [1] - Three products targeting cat hair, dog hair, and house dust mites have received the "urgent clinical need import permit for Hong Kong and Macau drugs" under the Guangdong Provincial Drug Administration's policy [1]

证券代码：688656 证券简称：浩欧博 公告编号：2025-057 江苏浩欧博生物医药股份有限公司 自愿披露关于脱敏药（MM09 舌下喷雾剂）III 期临床 试验完成首批受试者入组暨新业务进展的公告 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： 江苏浩欧博生物医药股份有限公司（以下简称"浩欧博"或"公司"） 基于战略规划，与 Inmunotek S.L.,公司（以下简称：Inmunotek 公司）签订独 家排他战略合作协议，由公司独家将 Inmunotek 公司旗下 Oraltek®(欧脱克®)（以 下简称"欧脱克"）系列脱敏药品引进中国市场，开展欧脱克系列脱敏药品的国 内销售和注册，以实施公司在国内脱敏药领域新业务，打通过敏行业上下游业务， 有助于解决因没有相关药物治疗严重影响过敏诊疗行业发展、制约过敏检测业务 发展的问题，满足过敏患者的诊疗需求。 近日，公司收到全资子公司上海浩欧博生物医药有限责任公司（以下简 称"上海浩欧博"）通知，由上海浩欧博与 Inmunotek 公司联合申报的脱敏药 MM09 ...

Core Viewpoint - The company has successfully completed the initial enrollment and administration of the desensitization drug MM09 sublingual spray in a Phase III clinical trial, in collaboration with Inmunotek [1] Group 1: Company Developments - The company received notification from its wholly-owned subsidiary, Shanghai Haooubo Biopharmaceutical Co., Ltd., regarding the successful completion of the first batch of subject enrollment for the MM09 sublingual spray [1] - The company is positioned as a leading entity in the field of allergy diagnosis and is expanding its business into allergen desensitization treatment, filling a domestic gap in this area [1] Group 2: Industry Impact - The development of the MM09 sublingual spray is expected to promote the company's "diagnosis and treatment integration," enhancing the synergy between allergy diagnosis and desensitization treatment [1] - This initiative aims to provide a more convenient and efficient desensitization treatment solution for domestic allergy patients [1]

Group 1 - The stock of Jiangsu Haobio Pharmaceutical Co., Ltd. fell by 5.08% on September 23, trading at 141.21 CNY per share, with a total transaction volume of 1.21 billion CNY and a turnover rate of 1.31%, resulting in a total market capitalization of 8.964 billion CNY [1] - The company, established on June 8, 2009, and listed on January 13, 2021, specializes in the research, production, and sales of in vitro diagnostic reagents, with its main revenue sources being reagent sales (89.46%), other sales (5.86%), instrument sales (3.84%), and rental sales (0.85%) [1] Group 2 - According to data from the top ten holdings of funds, one fund under Penghua Fund has a significant position in Haobio, specifically the Penghua Anyue One-Year Holding Period Mixed A Fund (011071), which held 7,962 shares, accounting for 0.58% of the fund's net value, ranking as the tenth largest holding [2] - The Penghua Anyue One-Year Holding Period Mixed A Fund was established on February 9, 2021, with a current scale of 183 million CNY, yielding a return of 10.79% year-to-date, ranking 5,659 out of 8,172 in its category, and a one-year return of 12.47%, ranking 6,599 out of 7,995 [2] - The fund manager, Wang Shiqian, has been in position for 7 years and 182 days, managing total assets of 22.415 billion CNY, with the best fund return during his tenure being 112.28% and the worst being -6.06% [2]

Core Insights - The medical device sector experienced a decline of 0.26% on September 22, with Haobor leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Medical Device Sector Performance - Notable gainers included: - Kangzhong Medical (688607) with a closing price of 31.73, up 10.14% and a trading volume of 59,500 shares, totaling 185 million yuan [1] - Rejing Bio (688068) closed at 181.84, up 4.57% with a trading volume of 31,100 shares, totaling 56.5 million yuan [1] - Zhend Medical (603301) closed at 41.11, up 2.90% with a trading volume of 119,900 shares, totaling 487 million yuan [1] - Major decliners included: - Haobor (688656) closed at 148.77, down 9.22% with a trading volume of 17,100 shares, totaling 26.5 million yuan [2] - Wuzhou Medical (301234) closed at 43.85, down 8.63% with a trading volume of 41,900 shares, totaling 186 million yuan [2] - Jiming Health (603222) closed at 12.47, down 6.45% with a trading volume of 801,100 shares, totaling 102.5 million yuan [2] Capital Flow Analysis - The medical device sector saw a net outflow of 684 million yuan from institutional investors, while retail investors contributed a net inflow of 847 million yuan [2][3] - Key stocks with significant capital flow included: - Mindray Medical (300760) with a net inflow of 79.43 million yuan from institutional investors [3] - Rejing Bio (688068) with a net inflow of 36.79 million yuan from institutional investors [3] - Wuzhou Medical (301234) had a net outflow of 28.64 million yuan from retail investors [3]

Group 1 - The core point of the news is that Jiangsu Haobo Bio-Pharmaceutical Co., Ltd. experienced a stock decline of 5.11%, with the current share price at 155.50 yuan and a total market capitalization of 9.871 billion yuan [1] - The company was established on June 8, 2009, and went public on January 13, 2021, focusing on the research, production, and sales of in vitro diagnostic reagents [1] - The revenue composition of the company includes 89.46% from reagent sales, 5.86% from other sales, 3.84% from instrument sales, and 0.85% from rental sales [1] Group 2 - From the perspective of fund holdings, one fund under Nuoan Fund has a significant position in Haobo, with Nuoan Jingxin Mixed Fund holding 17,100 shares, accounting for 5.9% of the fund's net value, making it the third-largest holding [2] - The Nuoan Jingxin Mixed Fund was established on December 8, 2015, with a latest scale of 39.4081 million yuan, achieving a year-to-date return of 50.59% and a one-year return of 81.28% [2] - The fund manager, Li Yuliang, has a tenure of 10 years and 203 days, with the best fund return during his tenure being 197.09% and the worst being -86.55% [2]

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]

Market Overview - On September 17, the medical device sector experienced a decline of 0.22%, with Toujing Life leading the drop [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Notable gainers in the medical device sector included: - Hualan Biological (301093) with a closing price of 39.01, up 5.20% and a trading volume of 85,900 shares, totaling a transaction value of 330 million yuan [1] - Xinhua Medical (600587) closed at 17.16, up 5.08% with a trading volume of 451,500 shares, totaling 767 million yuan [1] - Haooubo (688656) closed at 168.52, up 5.00% with a trading volume of 16,600 shares, totaling 272 million yuan [1] - Conversely, the following companies saw significant declines: - Toujing Life (300642) closed at 24.55, down 7.53% with a trading volume of 168,900 shares, totaling 426 million yuan [2] - Jimin Health (603222) closed at 13.22, down 4.06% with a trading volume of 748,900 shares, totaling 995 million yuan [2] - Meihua Medical (301363) closed at 27.31, down 2.95% with a trading volume of 153,300 shares, totaling 422 million yuan [2] Capital Flow - The medical device sector saw a net outflow of 894 million yuan from institutional investors, while retail investors contributed a net inflow of 818 million yuan [2] - Notable capital flows included: - Haooubo (688656) with a net inflow of 39.06 million yuan from institutional investors, but a net outflow of 23.69 million yuan from speculative funds [3] - Xinhua Medical (600587) had a net inflow of 38.89 million yuan from institutional investors, with a net outflow of 64.90 million yuan from speculative funds [3] - Hualan Biological (301093) recorded a net inflow of 24.68 million yuan from institutional investors, while retail investors saw a net outflow of 25.99 million yuan [3]

江苏浩欧博生物医药股份有限公司（688656） 2025 年第三次临时股东大会会议资料 江苏浩欧博生物医药股份有限公司 2025 年第三次临时股东大会会议资料 二〇二五年九月 江苏浩欧博生物医药股份有限公司（688656） 2025 年第三次临时股东大会会议资料 江苏浩欧博生物医药股份有限公司（688656） 2025 年第三次临时股东大会会议资料 2025 年第三次临时股东大会会议须知 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证大会的顺 利进行，根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司股东会规 则》以及《江苏浩欧博生物医药股份有限公司章程》（以下简称"《公司章程》"）、《江 苏浩欧博生物医药股份有限公司股东大会议事规则》等相关规定，江苏浩欧博生物医药股 份有限公司（以下简称"公司"）特制定 2025 年第三次临时股东大会会议须知： 一、为确认出席大会的股东或其代理人或其他出席者的出席资格，会议工作人员将对 出席会议者的身份进行必要的核对工作，请被核对者给予配合。 二、为保证本次大会的严肃性和正常秩序，切实维护股东的合法权益，出席会议的股 东及股东代理人须在会议召 ...

Group 1 - The core viewpoint of the news is that Jiangsu Haobo Bio-Pharmaceutical Co., Ltd. has seen a stock price increase of 5.3%, reaching 169.00 CNY per share, with a total market capitalization of 10.728 billion CNY [1] - The company, established on June 8, 2009, specializes in the research, production, and sales of in vitro diagnostic reagents, with reagent sales accounting for 89.46% of its main business revenue [1] - Other revenue sources include 5.86% from other sales, 3.84% from instrument sales, and 0.85% from rental sales [1] Group 2 - Huafu Fund has a significant holding in Haobo Bio, with its Huafu Health and Entertainment Flexible Allocation Mixed A Fund (001563) holding 32,000 shares, representing 5.87% of the fund's net value [2] - The fund has achieved a year-to-date return of 64.07%, ranking 409 out of 8172 in its category, and a one-year return of 69.47%, ranking 1687 out of 7980 [2] - The fund manager, Liao Qingyang, has been in charge for 3 years and 313 days, with the best fund return during this period being 43.34% [2]