《关于江苏金迪克生物技术股份有限公司股票异常 波动的询证函》的回函 致,江苏金迪克生物技术股份有限公司: 贵公司发出的《关于江苏金迪克生物技术股份有限公司股票异 常波动的询证函》已收悉，经本人认真自查核实，现回复如下: 特此回复。 一、 截止目前,本人不存在涉及贵公司的应披露而未披露的重大信 息; 截至目前，本人不存在处于筹划阶段的涉及贵公司的重大事项, 11 包括但不限于重大资产重组、股份发行、收购、债务重组、业 务重组、资产剥离、资产注入、股份回购、股权激励、破产重 组、重大业务合作、引进战略投资者等重大事项: 三、 在本次股票交易异常波动期间，本人不存在买卖贵公司股票的 情形。 （本页无正文，为《关于江苏金迪克生物技术股份有限公司股票异 常波动的询证函>的回函》签字页 ) and and the subject of 2025年11月26日 ： 余军: 2,19 张良斌： ...

金迪克11月26日发布公告，公司股票连续2个交易日内（2025年11月25日､2025年11月26日）收盘价格涨 幅偏离值累计达到30%，根据有关规定，属于股票交易异常波动情形。经核实，目前生产经营活动一切 正常，公司所处市场环境､行业政策没有发生重大调整；生产成本和销售等情况没有出现大幅波动；近 期未签订或正在磋商重大合同；无为产业转型升级投资新项目的情形。公司及控股股东、实际控制人不 存在应披露未披露的重大信息，包括但不限于正在筹划的并购重组、股份发行、债务重组、业务重组、 资产剥离和资产注入等重大事项。 ...

金迪克公告称，公司股票在2025年11月25日、26日收盘价格涨幅偏离值累计达30%，属异常波动。经自 查，公司及实控人无应披露未披露重大信息，生产经营正常。2025年前三季度，公司营收7465.76万 元，同比增91.93%，净利润-8647.06万元，扣非净利润-9111.37万元，预计全年或无法盈利。本年度生 产季结束，四价流感疫苗批签发约156万支，销售有不确定性，且可能有退货情况。公司提醒投资者注 意交易风险。 ...

Group 1 - The Sci-Tech 50 Index opened lower on November 26 but later rose significantly, closing at 1315.04 points with a gain of 0.99% and a trading volume of approximately 57.58 billion yuan [1] - The Sci-Tech Comprehensive Index also increased by 0.83%, closing at 1560.57 points with a total trading volume of about 182.8 billion yuan [2] - Excluding suspended stocks, the remaining 589 stocks on the Sci-Tech board showed an average decline of 0.15% with an average turnover rate of 2.66% [2] Group 2 - Semiconductor and biopharmaceutical stocks were notably active, while aviation and software service stocks experienced the largest declines [2] - Individual stock performance included Mingwei Electronics, Changguang Huaxin, Jindike, and Dongxin Co., which all hit the daily limit up, while Kangwei Century saw the largest drop at 10.78% [2] - In terms of trading volume, Hanwujing led with 11.89 billion yuan, while ST Guandian had the lowest at 1.027 million yuan [2] Group 3 - The turnover rate for Aerospace Huanyu was the highest at 31.51%, while Weigao Orthopedics had the lowest at 0.18% [3]

Group 1 - Four companies have received court approval for restructuring investments [2] - Aowannianqing's product, Zhongzubei Dingchuan Wan, focuses on treating respiratory issues [2] - Beida Pharmaceutical has expanded its business scope to include both chemical synthesis and biopharmaceuticals [2] - Zhongheng Group's subsidiary acquired a technology for treating chronic heart failure for 55 million yuan [2] - Huaren Health is focused on the pharmaceutical distribution industry, with Alibaba Health as a significant shareholder [2] - Haiwang Biological is one of the largest national pharmaceutical commercial enterprises in China [2] - Fuyuan Pharmaceutical's Lansoprazole enteric-coated capsules have been approved for registration [2] - People's Tongtai is the largest pharmaceutical commercial company in Heilongjiang Province [2] - Yinghe Group is a regional leader in pharmaceutical distribution in Zhejiang Province [2] - Ruikang Pharmaceutical has completed special item approval for the import of Evusheld, a COVID-19 prevention drug [2] - Jindike is one of the first companies to achieve the approval and sale of quadrivalent influenza vaccines [2] Group 2 - Dairong has completed the transfer of shares with Zhongdao Chenying [3] - Boyong Generation is a leader in the domestic ETC chip field [3] - Wantong Development plans to invest 854 million yuan to acquire a 62.98% stake in Shudu Technology [3] - Mingwei Electronics collaborates with major manufacturers for chip production [3] - Qipilong is a leading Chinese men's clothing brand [3] - Dongxin Co. is one of the few companies in mainland China providing complete solutions for NAND, NOR, and DRAM chips [3] - The National Space Administration has issued a plan to promote the high-quality development of commercial aerospace [3] - Sanwei Tiandi has clients including China Aerospace for its digital inspection and testing management services [3] - Leike Defense has developed a comprehensive satellite application business [3] - Tianqimo has sufficient orders for its aviation parts business [3] Group 3 - The implementation plan to enhance the adaptability of supply and demand for consumer goods has been issued [4] - Maoye Commercial is a retail market leader in Hohhot [4] - Jialinjie is a leader in functional fabrics for outdoor sports [4] - Xueqi Electric specializes in the production of refrigerators and commercial display cabinets [4] - Guangbai Co. is the largest department store chain in Guangzhou [4] - Mengjie Co. has launched the first children's home textile brand in the industry [4] - Juran Smart Home has signed a strategic cooperation agreement following the chairman's passing [4] - Haixin Food is a leading company in the frozen fish ball market [4] - Sanjiang Shopping is the largest local supermarket chain in Zhejiang Province [4] - Jiangxi Province's first listed company in the commercial circulation industry is Guoguang Chain [4] Group 4 - The company is a leading e-commerce platform for liquor, with various brand partnerships [5] - Shiji Group plans to acquire a 95% stake in Fujian Shuchuan Ming Shang for 184.6 million yuan [5] - Laizhi Group specializes in new materials for construction additives [5] - Dahua Intelligent has developed a complete quantum secure satellite internet communication solution [5] - Haitong Development operates dry bulk shipping services across over 200 ports [5] - Qingshan Paper is a major supplier of optical communication modules and components [5] Group 5 - Ningbo Color Masterbatch has launched a high-transparency POE film crosslinking masterbatch [6] - BOLE FREE STARS' app surpassed 10 million downloads in its first week [6] - Hainan Free Trade Port is set to launch on December 18 [6] - Hainan Ruize focuses on concrete and new wall materials production [6] - Tianpu Co. has completed the transfer of shares with Zhonghuang Chenying [6] - Longsao Technology has increased its sales contract for lithium iron phosphate materials significantly [6] Group 6 - The company has developed energy storage products covering various systems and collaborated with international wind power leaders [7] - Huanyue Century has established an AI joint laboratory for content production [7] - Luoping Zinc Electric is the only enterprise in the zinc smelting industry with a tri-production model [7] - Meiyan Jixiang operates seven hydropower stations in Guangdong [7] - Qingshang Co. has developed smart city products using streetlights as a platform [7] - Meike Home focuses on domestic retail and international wholesale of home products [7] Group 7 - Chitianhua is the largest methanol producer in Guizhou, with an annual capacity of 300,000 tons [8] - Weiyuan Co. is the largest producer of phenol and acetone in China [8] - Teli A is controlled by the Shenzhen State-owned Assets Supervision and Administration Commission [8] - Hongmian Co. is a state-owned enterprise in Guangzhou focusing on daily chemical products [8] - Zhonghuan Hailu produces various industrial metal forgings for multiple sectors [8]

Core Insights - The demand for flu-related medications, testing, and online consultations has surged dramatically as many regions in China enter the flu season, leading to significant growth in pharmaceutical stocks in the A-share market, particularly in sectors such as pharmaceutical commerce, chemical pharmaceuticals, and innovative drugs [1][5]. Pharmaceutical Sector Performance - The pharmaceutical commercial sector saw an increase of 3.18%, with 28 stocks hitting the daily limit [2]. - Chemical pharmaceuticals rose by 1.97%, with 144 stocks participating in the rally [2]. - Notable stocks in the anti-flu category include Yue Wannianqing and Huaren Health, both reaching the daily limit, while Jindike surged over 14% [2][3]. Sales Data and Trends - Oseltamivir sales in Beijing skyrocketed by 237% over the past week, while another flu medication, Mabalaoshuwei, saw an increase of 180% [4][6]. - Data from Meituan indicates that since November, the demand for flu-specific medications in Beijing has increased by over 130%, with significant growth in sales for both Mabalaoshuwei and Oseltamivir [7][9]. Market Dynamics - The surge in demand for oseltamivir is attributed to its essential role in shortening illness duration and reducing severe cases, making it a necessity for households and medical institutions [9][10]. - Dongyangguang Pharmaceutical, a major supplier of oseltamivir, has established a robust supply chain to ensure stable drug availability during peak flu seasons [11]. Innovation in Flu Medications - The year 2025 is anticipated to be a landmark year for domestic flu medications, with several innovative anti-flu drugs expected to receive approval [12]. - Companies like Siheng Pharmaceutical and Health Yuan are actively submitting NDA applications for new flu treatments, indicating a growing interest in this market segment [13]. Policy and Market Support - The influx of pharmaceutical companies into the anti-flu drug market is driven by the seasonal nature of flu outbreaks and the strategic importance of the biopharmaceutical industry [14]. - National policies are increasingly focused on enhancing public health emergency capabilities, which includes optimizing emergency material reserves and improving procurement mechanisms for flu vaccines and medications [14]. - The ongoing optimization of medical insurance policies is expected to further stimulate demand for innovative anti-flu drugs, providing a solid foundation for flu-related stocks [14].

资金面上，金迪克上一交易日主力资金净流入3747.57万元，近5日净流入30.75万元。 融资融券数据显示，该股最新（11月25日）两融余额为3509.00万元，其中，融资余额为3509.00万元， 较上一个交易日减少612.53万元，降幅为14.86%；近10日两融余额合计减少150.85万元，降幅为 4.12%，其间融资余额下降4.12%。（数据宝） （文章来源：证券时报网） 11月26日盘中科创板股金迪克涨停，截至10:17，股价报30.90元，成交4.08亿元，换手率11.18%，振幅 15.61%。 科创板个股中，截至发稿上涨的共有431只，涨幅在10%以上的共有7只，涨幅较高的有明微电子、金迪 克、前沿生物-U等，分别上涨20.01%、20.00%、18.99%，下跌的有149只，跌幅较大的有佳驰科技、禾 信仪器、国科军工，分别下跌7.14%、6.30%、5.65%。 ...

Core Viewpoint - The pharmaceutical sector experienced a strong rally on the 26th, particularly in innovative drugs and vaccine concepts, with several companies seeing significant stock price increases [1] Industry Summary - Recent advancements in the small nucleic acid drug field have garnered significant attention from both the industry and investors, marking a transition from concept validation to the brink of industrial rise [1] - By 2025, breakthroughs in delivery technology are expected to expand indications from the liver to cardiovascular and CNS areas, coupled with the commercialization of major products and substantial mergers by multinational pharmaceutical giants, indicating a golden development period driven by "technological breakthroughs + commercial realization" [1] - According to Everbright Securities, domestic pharmaceutical companies are accelerating their R&D progress, with many entering clinical research phases since 2025. The focus should be on leading innovative drug companies with advanced technology platforms and differentiated pipelines, as well as innovative industry chain companies likely to benefit from the overall industry upturn [1] - The investment approach in the pharmaceutical sector should increasingly emphasize the clinical value logic, addressing clinical needs of patients and doctors, influenced by domestic medical insurance policies and global expansion strategies, which are assigning higher premiums to clinical value [1] - From the perspective of clinical value, the innovative drug industry chain and innovative medical devices are viewed positively [1]

（文章来源：每日经济新闻） 每经AI快讯，11月26日，金迪克涨停走出2连板，2天累计涨幅达43.99%。 ...

Core Viewpoint - The pharmaceutical sector experienced a strong rally on the 26th, particularly in innovative drugs and vaccine concepts, with several companies seeing significant stock price increases [1] Industry Summary - Recent advancements in the small nucleic acid drug field have garnered significant attention from both the industry and investors, marking a transition from concept validation to the brink of industrial rise [1] - Since 2025, breakthroughs in delivery technology are expected to expand indications from the liver to cardiovascular and CNS areas, coupled with the commercialization of major products and substantial mergers by multinational pharmaceutical giants, indicating a golden development period driven by "technological breakthroughs + commercial realization" [1] - According to Everbright Securities, domestic pharmaceutical companies are accelerating their R&D progress, with many entering clinical research phases since 2025. The focus should be on leading innovative drug companies with advanced technology platforms and differentiated pipelines, as well as innovative industry chain companies likely to benefit from the overall industry upturn [1] - The investment approach in the pharmaceutical sector should increasingly emphasize the clinical value logic, addressing clinical needs of patients and doctors, influenced by domestic medical insurance policies and global expansion strategies, which are assigning higher premiums to clinical value [1] - From the perspective of clinical value, the innovative drug industry chain and innovative medical devices are viewed positively [1]