Core Insights - The report highlights that the total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - A total of 1,144 secretaries earned over 1 million yuan annually, accounting for more than 21% of the total [1] Salary Distribution - The average annual salary for secretaries in the A-share biopharmaceutical sector is 1.01 million yuan [5] - The distribution of salaries is as follows: below 500,000 yuan (15%), 500,000-1,000,000 yuan (41%), 1,000,000-2,000,000 yuan (38%), 2,000,000-3,000,000 yuan (4%), and above 3,000,000 yuan (2%) [5] Age and Education Distribution - The age distribution of secretaries shows that those aged 40-50 constitute 61%, while those over 50 account for 15%, and those aged 30-40 make up 18% [1] - In terms of education, 52% of secretaries hold a bachelor's degree, while 44% have a master's degree, and only 2% possess a doctoral degree [3] Investor Engagement - There is significant variation in the number of investor meetings held by companies, with 43% of companies hosting fewer than 10 meetings annually [7] - The top five companies with the highest number of investor meetings are: Bohui Innovation (1,500 meetings), Jindike (777 meetings), Nearshore Protein (681 meetings), Sailun Biotech (549 meetings), and Kanghua Biotech (504 meetings) [9]

Core Insights - The report highlights that the total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - Over 21% of company secretaries earn more than 1 million yuan annually, indicating a significant portion of high earners in this role [1] Salary Distribution - The average annual salary for company secretaries in the biopharmaceutical sector is 1.01 million yuan, with the distribution of salaries as follows: below 500,000 yuan (15%), 500,000-1,000,000 yuan (41%), 1,000,000-2,000,000 yuan (38%), 2,000,000-3,000,000 yuan (4%), and above 3,000,000 yuan (2%) [5] - The top five highest-paid company secretaries have salaries of 3.2565 million yuan, 2.5345 million yuan, 2.2809 million yuan, 1.9265 million yuan, and 1.89 million yuan, with their tenure at the companies ranging from less than one year to 15 years [7] Age and Educational Background - The age distribution of company secretaries shows that those aged 40-50 constitute 61%, while those over 50 account for 15%, and those under 30 make up 6% [1][3] - The educational background indicates that 52% hold a bachelor's degree, 44% have a master's degree, and only 2% possess a doctoral degree, with the latter represented by just one individual [3] Investor Engagement - There is a significant variance in the number of investor meetings held by companies, with 43% of companies hosting fewer than 10 meetings annually, while only 2% have more than 1,000 meetings [9] - The five companies with the highest number of investor meetings are reported to have 1,500, 777, 681, 549, and 504 meetings, respectively [9]

Group 1 - NIO's Vice President denies layoffs, stating it is a "team optimization adjustment" to match market changes, with CEO Li Bin expressing reluctance but understanding of the situation [4][5][6] - NIO's new model, the L90, has a starting price of 27.99 million yuan for purchase and 19.39 million yuan for battery rental, with a focus on creating user value [5][6] - NIO's recent capital increase of 120 billion yuan for its sales service company and 80 billion yuan for its technology company, supported by state-owned enterprises, aims to bolster its strategic upgrades [13][14] Group 2 - Reports suggest Alibaba's Vice President and former DingTalk CEO Ye Jun is set to leave the company, with no official response yet [8] - Li Xiang, CEO of Li Auto, hints that the upcoming i8 launch event will likely pay tribute to Xiaomi, indicating a significant marketing strategy [9] - The company Romashi faces severe financial issues, with reports of its core management fleeing to Malaysia and a monthly sales figure of approximately 200 million yuan, leading to a cash flow crisis [12][13] Group 3 - Huawei announces a timeline for L3 and L4 autonomous driving, with L3 expected to commercialize in 2025 and L4 in 2026, aiming to lead the market ahead of competitors like Tesla [16][17] - Intel announces significant layoffs, with over 500 engineers affected, as part of a restructuring effort to streamline operations [34] - Xiaomi's market share in China's smartphone market reaches 16.63%, with a year-on-year growth of 7.39%, reflecting its strong competitive position [14] Group 4 - JD.com launches aggressive promotions in the food delivery sector, with significant discounts and offers to attract customers, indicating a competitive landscape [22] - Volkswagen's CEO praises BYD as a respectable competitor, highlighting the importance of competition in driving industry innovation [32] - Xpeng Motors commits to a 60-day payment term for suppliers, aiming to stabilize relationships and improve industry practices [31]

证券代码：688670 证券简称：金迪克 公告编号：2025-019 江苏金迪克生物技术股份有限公司 关于监事辞职暨补选职工代表监事的公告 本公司监事会及全体监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。 一、关于监事辞职的情况说明 江苏金迪克生物技术股份有限公司（以下简称"公司"）监事会于近日收到职 工代表监事余晖晟先生的辞职报告。余晖晟先生因个人原因申请辞去公司监事会 职工代表监事职务。辞职后，余晖晟先生不再担任公司任何职务。 余晖晟先生在相关任职期间恪尽职守、勤勉尽责，公司监事会对余晖晟先生 在任职期间为公司所做的贡献表示衷心感谢！ 二、关于补选职工代表监事的情况说明 为完善公司治理结构，保障公司监事会的正常运作，根据《中华人民共和国 公司法》（以下简称"《公司法》"）等相关法律法规以及规范性文件和《公司 章程》的相关规定，公司于 2025 年 6 月 16 日召开职工代表大会，同意补选刘长 寿先生为公司第二届监事会职工代表监事（简历详见附件），任期自本次职工代 表大会审议通过之日起至公司第二届监事会届满之日止。 上述监事候选人不存在 ...

Core Viewpoint - Jiangsu Jindike Biotechnology Co., Ltd. reported a significant decline in revenue and net profit for 2024, primarily due to external market factors and internal operational issues, particularly in the sales of its quadrivalent influenza vaccine [2][4][10]. Revenue and Profit Summary - The company's total revenue for 2024 was 80.80 million yuan, a year-on-year decrease of 39.96%, while the net profit attributable to shareholders was -93.50 million yuan, an increase in loss of 31.71% [2][4]. - The fourth quarter accounted for 52% of the total annual revenue, a significant increase from 10% in the previous year [2][10]. Sales Volume and Market Dynamics - The sales volume of the quadrivalent influenza vaccine was 2.86 million doses, down from 2.86 million, 1.38 million, and 1.17 million doses in previous periods [2][4]. - The decline in sales was attributed to a decrease in market demand due to lower vaccination rates and a price reduction in the influenza vaccine, with prices adjusted from 128 yuan to 88 yuan per dose [4][5]. Competitive Position and Market Share - The company’s competitive position in the quadrivalent influenza vaccine market has not significantly deteriorated, as the overall industry faced similar challenges [6][10]. - The company remains a key player in the domestic market, being the first to obtain clinical trial approval and the second to achieve batch release and market sales for its quadrivalent influenza vaccine [6][10]. Customer Concentration and Sales Distribution - The concentration of sales among the top five customers decreased in 2024, with total sales amounting to 6.13 million yuan, representing 7.58% of total revenue, down from 16.45% in 2023 [11][12]. - The sales distribution by region showed a decline in both sales volume and revenue, despite an increase in transportation costs, which rose to 8.27 million yuan, a 12.35% increase year-on-year [13][14]. Production and Regulatory Challenges - The production of the influenza vaccine faced delays, with the first batch obtaining batch release certification only in September 2024, impacting sales negatively [5][10]. - The company has implemented measures to improve production efficiency and is preparing for the 2025 sales season, with an estimated 500,000 doses expected to be ready for market by mid-2025 [15][16].

中信证券股份有限公司 2024 年年度报告的信息披露监管问询函的回复 上海证券交易所科创板公司管理部： 贵部于近日出具的《关于江苏金迪克生物技术股份有限公司 2024 年年度报 告的信息披露监管问询函》（上证科创公函【2025】0116 号）（以下简称"年报问 询函"）已收悉，中信证券股份有限公司（以下简称"中信证券"）作为江苏金迪 克生物技术股份有限公司（以下简称"金迪克"或"公司"）的持续督导机构， 对信息披露监管问询函所列问题认真进行了落实，现回复如下，请予审核。 一、关于营业收入。公司收入全部来自四价流感裂解疫苗。2024 年，公司 营业收入为 8,080.27 万元，同比下滑 39.96%；归母净利润为-9,350.28 万元，同 比增亏 31.71%。其中，第四季度营业收入占全年收入的 52%，上年同期为 10%； 2024 年前五名客户销售占比为 7.58%，上年同期为 16.45%。近三年，公司四价 流感裂解疫苗销量分别为 286.24 万支、138.14 万支和 116.97 万支。公司计入营 业成本的运输成本为 827.13 万元，同比增长 12.35%。 请你公司：（1）结合 2024 ...

关于江苏金迪克生物技术股份有限公司 年报问询函中有关事项的说明 政旦志远核字第 2500232 号 政旦志远（深圳）会计师事务所（特殊普通合伙） Zandar Certified Public Accountants LLP 年报问询函中有关事项的说明 | | | 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://ac.mof.gov.cn）"进行查 您可 关于江苏金迪克生物技术股份有限公司 í 1-36 关于年报问询函中有关事项的说明 ZANDAR | 政旦去法 地 址：深圳市福田区鹏程一路广电金融中心 11F 电 话: +86-755-88605026 www.zdcna.com 关于江苏金迪克生物技术股份有限公司 年报问询函中有关事项的说明 一、关于营业收入。公司收入全部来自四价流感裂解疫苗。2024年，公司 营业收入为 8,080.27 万元，同比下滑 39.96%； 归母净利润为-9,350.28 万元， 同比增亏 31.71%。其中,第四季度营业收入占全年收入的 52%,上年同期为 10%，2024 年前五名客户销售占比为 7.58%，上年同期为 16.45%。近三年， 公司 ...

证券代码：688670 证券简称：金迪克 公告编号：2025-018 江苏金迪克生物技术股份有限公司 关于 2024 年年度报告的信息披露监管问询函的 回复公告 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。 江苏金迪克生物技术股份有限公司（以下简称"公司"或"金迪克"）于近日收 到上海证券交易所科创板公司管理部下发的《关于江苏金迪克生物技术股份有限 公司 2024 年年度报告的信息披露监管问询函》（上证科创公函【2025】0116 号） （以下简称"年报问询函"）。公司收到年报问询函后高度重视，根据年报问询函 的要求，公司会同中信证券股份有限公司（以下简称"持续督导机构"）、政旦志 远（深圳）会计师事务所（特殊普通合伙）（以下简称"年审会计师"）对年报问 询函所列事项进行了认真核查、逐项落实，现就有关事项回复如下： 说明：本公告中部分合计数与各加数直接相加之和在尾数上如有差异，差异 是由四舍五入造成。 一、关于营业收入。公司收入全部来自四价流感裂解疫苗。2024 年，公司 营业收入为 8,080.27 万元，同比下滑 3 ...

Group 1 - The core theme of the 2025 Global Investor Conference is "New Quality Productivity and Investment Opportunities in China," focusing on the open and innovative Shenzhen market [1] - The keynote speech by the founding partner of Qiming Venture Partners highlighted the significant transformation in China's export categories over the past 20 years, with machinery, electrical equipment, and consumer electronics now accounting for 42% of total exports [2][9] - The rapid growth of China's new energy electric vehicles demonstrates strong global competitiveness, with various companies expanding their international presence [2][10] Group 2 - The emergence of DeepSeek as a leading AI company signifies China's capability in AI, with its models showing performance comparable to OpenAI's at a fraction of the cost, indicating a shift in global perceptions of Chinese AI capabilities [5][6][7] - The biopharmaceutical sector in China is also experiencing rapid advancements, with 30% of global big pharma's license-in deals coming from Chinese biotech startups in 2024, up from 0% in 2019 [8][9] - The internationalization of Chinese tech companies is increasing, with notable examples like BYD and Xiaomi showing significant growth in overseas revenue [9][10] Group 3 - The venture capital industry in China plays a crucial role in supporting technological innovation, with a focus on high-risk tolerance and long-term value [12] - Despite facing challenges in recent years, the Chinese venture capital sector has produced a significant number of companies with valuations exceeding $100 billion, with six out of seven such companies globally founded after 2010 being Chinese [13] - Key investment opportunities are identified in sectors such as artificial intelligence, biomedicine, and renewable energy, with expectations for substantial growth and innovation in these areas [14]

Core Viewpoint - The bidding price for influenza vaccines in Shenzhen has reached a historical low, with the winning bid for a trivalent influenza vaccine set at 8 yuan per dose, significantly impacting the competitive landscape of the vaccine market [1][6]. Group 1: Bidding Results - The winning supplier, Fosun Yalifeng, won the bid for 1.6 million doses of the trivalent influenza vaccine at a price of 8 yuan per dose [1][6]. - Other bidders included Changchun Biological Products Institute and Beijing Kexing, with bids of 8.35 yuan and 8.8 yuan per dose, respectively, all below 9 yuan [1][6]. - In comparison, the winning bid for a similar vaccine in Zhejiang province was 9.4 yuan per dose, indicating a regional price disparity [4]. Group 2: Competitive Landscape - The price competition among vaccine manufacturers has intensified, with many players in the market leading to price reductions as a key competitive factor [6][8]. - The scoring criteria for the bidding process included price, technical aspects, business components, integrity, and overall strength, with price accounting for 30% of the total score [6][8]. - The price war has also affected the financial performance of related companies, with significant profit declines reported, such as a 76% drop in net profit for Hualan Biological and a widening loss for Jindike [9].