新京报贝壳财经讯 8月12日，纳微科技公告，股东苏州纳卓于2025年6月4日至2025年8月12日通过集中 竞价减持201.31万股、大宗交易减持138.5万股，合计339.81万股，占公司总股本0.8415%；苏州纳研同 期通过集中竞价减持202.06万股、大宗交易减持133.5万股，合计335.56万股，占公司总股本0.8310%。 两股东合计减持675.37万股，占公司总股本1.6725%，减持计划已实施完毕。 编辑 王进雨 ...

证券代码：688690 证券简称：纳微科技 公告编号：2025-027 苏州纳微科技股份有限公司 股东减持股份结果公告 2025 年 5 月 13 日，公司披露了《苏州纳微科技股份有限公司股东减持股份 计划公告》（公告编号：2025-019），股东苏州纳卓及苏州纳研计划在 2025 年 6 月 4 日至 2025 年 9 月 3 日期间通过集中竞价、大宗交易方式减持所持有公司股 份合计不超过 7,192,800 股，占公司总股本的 1.7812%。 2025 年 7 月 23 日，公司披露了《苏州纳微科技股份有限公司关于持股 5% 以上股东权益变动触及 1%刻度的提示性公告》，股东苏州纳卓、苏州纳研于 2025 年 6 月 4 日至 2025 年 7 月 22 日期间通过集中竞价及大宗交易方式累计减持所持 有的公司股份 1,275,000 股。股东苏州纳卓、苏州纳研及其一致行动人深圳纳微 科技有限公司、江必旺所持公司股份比例由 44.30%减少至 43.98%，触及 1%的整 数倍。 1 2025 年 8 月 1 日，公司披露了《苏州纳微科技股份有限公司关于持股 5%以 上股东权益变动触及 1%刻度的提示性公 ...

纳微科技公告，股东苏州纳卓于2025年6月4日至2025年8月12日通过集中竞价减持201.31万股、大宗交 易减持138.5万股，合计339.81万股，占公司总股本0.8415%；苏州纳研同期通过集中竞价减持202.06万 股、大宗交易减持133.5万股，合计335.56万股，占公司总股本0.8310%。两股东合计减持675.37万股， 占公司总股本1.6725%，减持计划已实施完毕。 ...

Core Viewpoint - The chromatography market is experiencing significant growth driven by demand from downstream sectors such as biopharmaceuticals, food safety, environmental monitoring, and petrochemicals, with a notable increase in market size projected for the coming years [1][5][8]. Chromatography Industry Definition and Technology Classification - Chromatography, also known as layer chromatography, is a physical and chemical analysis method that separates different solutes based on their interactions with stationary and mobile phases [2]. Current Development Status of the Chromatography Industry - The global chromatography column market is expected to reach USD 3.169 billion in 2024, with North America accounting for 37.27% of the market share [5]. - In China, the chromatography industry is projected to grow to CNY 25.968 billion in 2024, with specific market sizes for chromatography columns, instruments, and media being CNY 2.053 billion, CNY 11.029 billion, and CNY 12.886 billion respectively [1][8]. Regional Demand Characteristics - In China, the demand for chromatography products is regionally concentrated, with East China accounting for 38.50% of the market in 2024, followed by Central South and Western regions [10]. Industry Chain of Chromatography - The chromatography industry operates upstream in the pharmaceutical industry chain, primarily sourcing chemical reagents and instrument components, which are widely available and competitively priced [12]. Development History of the Chromatography Industry - The development of chromatography technology in China began in the 1950s, with significant milestones including the first commercial gas chromatography instrument produced in 1963 [14]. Competitive Landscape of the Chromatography Industry - The domestic chromatography market is becoming increasingly competitive as local pharmaceutical companies seek to replace imported products with high-quality domestic alternatives due to cost control measures [17]. Development Trends in the Chromatography Industry - The demand for chromatography analysis is growing across various sectors, including biopharmaceuticals and food safety, leading to an expanding market size and a clear trend towards domestic production capabilities that can compete with international leaders [20].

本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 证券代码：688690 证券简称：纳微科技 公告编号：2025-026 苏州纳微科技股份有限公司 关于持股5%以上股东权益变动 触及1%刻度的提示性公告 股东苏州纳卓管理咨询合伙企业（有限合伙）、苏州纳研管理咨询合伙企业（有限 合伙）及一致行动人江必旺、深圳市纳微科技有限公司保证向本公司提供的信息真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 | 深圳市纳微 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 科技有限公 | 7,140.6992 | 17.68 | 7,140.6992 | 17.68 | / | / | | 司 | | | | | | | | 合计 | 17,759.8227 | 43.98 | 17,338.6512 | 42.94 | -- | -- | 注：以上数据如有差异，系按照四舍五入保留两位小数所致。 三、 其他说明 | | 控股股东/实际控制人及其一致行动人 □其他 5% ...

Overview - Magnetic Solid-Phase Extraction (MSPE) technology has significant advantages over traditional solid-phase extraction in terms of processing efficiency, automation, operational costs, and experimental data stability [1][12] - The market for MSPE in China is projected to reach 2.45 billion yuan in 2024, with a year-on-year growth of 11.46% [1][12] Technology Background - MSPE utilizes magnetic or magnetizable materials as adsorbents, allowing for easy separation and large mass transfer area [2][4] - The number of patent applications related to MSPE in China is expected to exceed 25 in 2024, marking a peak in the last decade [6] Industry Chain - The upstream of the MSPE industry includes suppliers of magnetic nanomaterials, surface modifiers, and chemical reagents, while the downstream applications cover food safety testing, soil pollutant detection, drug analysis, clinical in vitro diagnostics (IVD), and forensic toxicology [8] - In food safety, MSPE is used to detect various contaminants in samples such as oils, milk, honey, beverages, and meat products [8] Competitive Landscape - The MSPE market in China features both domestic and international companies, with domestic firms rapidly emerging to replace imports [14] - Key international players include Thermo Fisher Scientific, PerkinElmer Inc., and Agilent Technologies Inc., while domestic companies like Suzhou Aijie Boya Technology Co., Ltd. and Nanjing Aidi Mai Technology Co., Ltd. are gaining market share [14] Development Trends - Future research will focus on the functionalization of magnetic materials, leading to the development of new magnetic nanomaterials with high adsorption capacity and selectivity [16] - The integration of MSPE with automated sampling systems and microfluidic chips is expected to enhance automation and efficiency in sample processing [16]

证券代码：688690 证券简称：纳微科技 公告编号：2025-025 2025 年 7 月 22 日，公司收到股东苏州纳卓管理咨询合伙企业（有限合伙） （以下简称"苏州纳卓"）、苏州纳研管理咨询合伙企业（有限合伙）（以下简称 "苏州纳研"）发来的《关于减持股份暨权益变动触及 1%刻度的告知函》，股东 苏州纳卓、苏州纳研于 2025 年 6 月 4 日至 2025 年 7 月 22 日期间通过集中竞价 及大宗交易方式累计减持所持有的公司股份 1,275,000 股。截止本公告披露日， 股东苏州纳卓持有公司股份 13,612,500 股，占公司总股本的 3.37%；股东苏州 纳研持有公司股份 27,862,500 股，占公司总股本的 6.90%。股东苏州纳卓、苏 州纳研及其一致行动人深圳纳微科技有限公司、江必旺所持公司股份比例由 44.30%减少至 43.98%，触及 1%的整数倍。截至目前，减持计划尚未实施完毕。 具体情况如下： | 投资者名称 | 变动前股数 | 变动前比例 | 变动后股数 | 变动后 | 权益变动方式 | | 权益变动的 | | --- | --- | --- | --- | --- | ...

Core Viewpoint - The report highlights a positive performance in the pharmaceutical sector, particularly in the innovative drug industry, driven by ongoing licensing agreements and supportive domestic policies [3]. Fund Performance - The fund reported a profit of 26.97 million yuan in Q2 2025, with a weighted average profit per fund share of 0.0627 yuan [2]. - The fund's net asset value (NAV) growth rate for Q2 was 7.62%, and the fund size reached 375 million yuan by the end of Q2 [2][16]. - As of July 18, the fund's unit NAV was 0.96 yuan [2]. - The fund's performance over the past three months showed a NAV growth rate of 14.74%, ranking 112 out of 138 comparable funds [4]. - Over the past six months, the fund's NAV growth rate was 25.40%, ranking 100 out of 138 [4]. - The one-year NAV growth rate was 24.99%, also ranking 100 out of 133 [4]. - The three-year NAV growth rate was 4.99%, ranking 46 out of 107 [4]. Investment Strategy - The fund manager expressed optimism about the innovative drug sector, indicating a shift from a general revaluation phase to a stage where actual performance and partnerships will be tested [3]. - The strategy includes a "barbell" approach, focusing on high-probability or high-return innovative drug companies [3]. - The fund is also looking at sectors with strong performance, such as orthopedics and upstream innovative drugs, while making early allocations in improving sectors like medical devices [3]. - New technologies like AI and brain-computer interfaces are expected to transform the healthcare system, although short-term financial impacts on related companies may be limited [3]. Risk and Return Metrics - The fund's three-year Sharpe ratio was 0.1406, ranking 41 out of 105 comparable funds [9]. - The maximum drawdown over the past three years was 29.8%, ranking 97 out of 106 [11]. - The fund's average stock position over the past three years was 85.43%, slightly below the comparable average of 86.95% [14].

Group 1 - The pharmaceutical sector is showing strong performance, particularly in innovative drugs, generic drugs, and animal vaccines, driven by the recent policy changes from the National Healthcare Security Administration [1] - The 11th batch of drug procurement initiated by the National Healthcare Security Administration excludes innovative drugs from the procurement scope, which is expected to protect the profit margins of innovative drug companies [1] - The CXO and research service sectors have seen significant gains, with companies like WuXi AppTec and Boteng Co. reporting substantial Q2 performance increases, indicating a positive trend in the sector [1] Group 2 - The innovative drug sector is identified as the most clearly defined and growth-oriented sub-industry within the pharmaceutical sector, with a recommendation to actively embrace and allocate resources to this area [2] - The rapid growth of License Out transactions is providing substantial cash flow for innovative drug companies, supporting their core pipelines in overseas markets [2] - There is an expectation for continued domestic market share growth for Chinese innovative drugs due to policy support and improved product capabilities, despite foreign companies holding a significant portion of the market [2]

Group 1 - The core viewpoint of the news is that Nanwei Technology is experiencing significant growth in its small molecule application sector, driven by the booming GLP-1 peptide drug market, leading to a notable increase in revenue from chromatography filler products [1] - The company's large molecule business is stabilizing, supported by phase III scaling application projects and changes in commercialized drug projects, despite no significant rise in early-stage R&D demand [1] - Nanwei Technology has enhanced its competitiveness in antibody applications by launching high-performance third-generation soft gel affinity products and optimizing its marketing system [1] Group 2 - In Q2, the company's net profit margin attributable to the parent company improved quarter-on-quarter, primarily due to the high gross margin and significant share of the chromatography filler business [1] - The acquisition of Saipuri Instruments and Fuli Instruments has completed the product line and strengthened the company's full industry chain coverage and service capabilities [1] - To address intense domestic competition, the company is focused on building an overall chromatography technology platform to provide comprehensive solutions and accelerate its overseas market expansion to enhance international competitiveness [1]