Investment Rating - The report does not explicitly state an investment rating for the experimental-grade silica gel matrix chromatography filler industry Core Insights - The report focuses on the experimental-grade silica gel matrix chromatography filler industry, highlighting the significant growth potential driven by the rapid development of the peptide active pharmaceutical ingredient market and the increasing demand for chromatographic materials in the pharmaceutical sector [4][22] - Key factors driving market growth include technological innovation and the trend towards domestic production, with the domestic production rate expected to rise from approximately 40% to 60% by 2030 [4][13] Industry Overview - The experimental-grade silica gel matrix chromatography filler is primarily used for laboratory analysis of organic compounds, natural products, and peptides, with applications in pharmaceutical quality analysis, food safety testing, environmental monitoring, and chemical research [5][22] - The industry is characterized by a low domestic replacement rate but a rapid pace of domestic production development, with significant contributions from both international and domestic companies [9][13] Market Dynamics - The upstream market is dominated by international chemical companies, while the midstream filler preparation market is led by overseas firms, with a current domestic production rate of about 40% [21][29] - The downstream applications are diverse, with the pharmaceutical industry being the primary demand driver, particularly due to the growth in the peptide drug market [22][32] Competitive Landscape - The market is currently fragmented, with major international players like GE, Agilent, and Waters holding significant market shares, while domestic companies are still developing their presence [40][41] - The report indicates a trend towards market concentration as domestic firms innovate and respond to cost control demands from pharmaceutical companies [43] Market Size and Growth Forecast - The global market for experimental-grade silica gel matrix chromatography fillers is projected to grow from approximately 2.15 billion yuan in 2024 to 2.81 billion yuan by 2030, with a compound annual growth rate (CAGR) of 4.5% [33][36] - The Chinese market is expected to expand from around 500 million yuan in 2024 to 900 million yuan by 2030, reflecting a CAGR of 10.3% [33][36] Policy Environment - The report outlines several supportive policies aimed at promoting the development of high-end chromatography technologies and materials, which are expected to further stimulate market growth [38][39]

北京市中伦（上海）律师事务所 关于苏州纳微科技股份有限公司 法律意见书 二〇二五年五月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金 山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty 法律意见书 （以下简称"《公司法》"）、 《中华人民共和国证券法》 （以下简 称"《证券法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"） 等相关法律、法规、规范性文件及《苏州纳微科技股份有限公司章程》（以下简 称"《公司章程》"）的规定，对本次股东大会进行见证并出具法律意见。 为出具本法律意见书，本所律师审查了公司本次股东大会的有关文件和材 料。本所律 ...

北京市中伦（上海）律师事务所 关于苏州纳微科技股份有限公司 2024 年年度股东大会 法律意见书 二〇二五年五月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty 法律意见书 北京市中伦（上海）律师事务所 关于苏州纳微科技股份有限公司 2024 年年度股东大会 法律意见书 致苏州纳微科技股份有限公司： 北京市中伦（上海）律师事务所（以下简称"本所"）作为苏州纳微科技股 份有限公司（以下简称"公司"）的法律顾问，受公司委托，指派律师出席公司 2024 年年度股东大会（以下简称"本次股东大会"）。本所律师根 ...

苏州纳微科技股份有限公司 2024年年度股东大会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 5 月 15 日 证券代码：688690 证券简称：纳微科技 公告编号：2025-020 （二） 股东大会召开的地点：江苏省苏州市工业园区百川街 2 号研发中心大楼 会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 158 | | --- | --- | | 普通股股东人数 | 158 | | 2、出席会议的股东所持有的表决权数量 | 211,614,053 | | 普通股股东所持有表决权数量 | 211,614,053 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 52.8047 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 52.8047 | （ ...

中信证券股份有限公司关于 苏州纳微科技股份有限公司持续督导 保荐总结报告书 保荐人编号：Z20374000 申报时间：2025 年 5 月 一、发行人基本情况 | 项目 | 内容 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 发行人名称 | 苏州纳微科技股份有限公司 | | | | | | | | 注册资本 | 万元 40,381.4765 | | | | | | | | 法定代表人 | BIWANG JACK JIANG（江必旺） | | | | | | | | 本次证券发行类型 | 首次公开发行股票并在科创板上市、向特定对象发行股票 | | | | | | | | 本次证券发行时间 | 2021 年 6 月 11 日、2022 年 5 月 | | | | | 10 | 日 | | 本次证券上市时间 | 2021 年 6 月 23 日、2022 年 7 月 | | | | | 12 | 日 | | 本次证券上市地点 | 上海证券交易所 | | | | | | | | 年度报告披露时间 | 2021 年年度报告于 2022 ...

中信证券股份有限公司 关于苏州纳微科技股份有限公司 2024 年度持续督导跟踪报告 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为苏州纳 微科技股份有限公司（以下简称"纳微科技"或"公司"）首次公开发行股票并 在科创板上市、向特定对象发行股票项目的保荐人，根据《证券发行上市保荐业 务管理办法》、《上海证券交易所科创板股票上市规则》等相关规定，中信证券 履行持续督导职责，并出具本持续督导年度跟踪报告。 一、持续督导工作概述 1、保荐人制定了持续督导工作制度，制定了相应的工作计划，明确了现场 检查的工作要求。 2、保荐人已与公司签订保荐协议，该协议已明确了双方在持续督导期间的 权利义务，并报上海证券交易所备案。 （3）查阅公司银行日记账，查阅会计师出具的 2024 年度审计报告、关于 2024 年度非经营性资金占用及其他关联资金往来情况专项说明； 1 （4）查阅公司募集资金管理相关制度、募集资金使用信息披露文件和决策 程序文件、募集资金专户银行对账单、募集资金使用明细账、会计师出具的 2024 年度募集资金存放与实际使用情况鉴证报告； （5）对公司高级管理人员进行访谈； （6）对公司及其控股股东、实 ...

Company Overview - Suzhou Nanwei Technology Co., Ltd. specializes in the research, large-scale production, sales, and application services of high-performance nano microsphere materials, providing core microsphere materials and related technical solutions for clients in the biomedicine, flat panel display, analytical testing, and in vitro diagnostics sectors [1] Stock Performance - Nanwei Technology has experienced a decline in stock price for four consecutive trading days, with a cumulative drop of -5.85% [1] Fund Involvement - The China Europe Medical Health Mixed A Fund, managed by Guo Lan, has entered the top ten shareholders of Nanwei Technology as a new investor in the first quarter of this year [1] - The fund has reported a year-to-date return of -0.38%, ranking 3365 out of 4503 in its category [1] Fund Manager Profile - Guo Lan, the fund manager of China Europe Medical Health Mixed A, holds a Ph.D. in Biomedical Engineering from Northwestern University in the United States and has extensive experience in research and fund management [3][4]

Economic Information - In April, the housing rental industry entered a low season, with the average residential rent in 50 cities decreasing by 0.32% month-on-month to 35.2 yuan per square meter per month, and a year-on-year decline of 3.40% [2] - The global N-type SiC substrate industry is expected to see a revenue decrease of 9% in 2024, amounting to $1.04 billion, due to weakened automotive and industrial demand, increased market competition, and significant price drops [2] Company Alerts - Spring光科技 has announced that its stock is subject to irrational market speculation risk [3] - 博云新材's shareholder 高创投 plans to reduce its stake by no more than 3% [3] - Other companies such as 龙江交通, 海南海药, and 赛摩智能 also have shareholders planning to reduce their stakes by up to 3% [3][5] Overseas Market Alerts - COMEX gold futures fell by 2.76% to $3,240.1 per ounce, while silver futures decreased by 0.42% to $32.775 per ounce [2] - Citigroup forecasts that gold will consolidate in the range of $3,000 to $3,300 per ounce in the coming months, adjusting its 0-3 month target price to $3,150 per ounce [2] - Russia's oil production is expected to recover to 10.8 million barrels per day due to global demand growth and changes in domestic investment and taxation [3]

证券代码：688690 证券简称：纳微科技 公告编号：2025-019 苏州纳微科技股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 截至本公告日，苏州纳微科技股份有限公司（以下简称"公司"）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"）持有公司股份 14,250,000 股，占公司总股本的 3.5288%，其中无限售条件的流通股 14,250,000 股；苏州纳研管理咨询合伙企业（有限合伙）（以下简称"苏州纳研"）持有公 司股份 28,500,000 股，占公司总股本的 7.0577%，其中无限售条件的流通股 28,500,000 股。上述股份为公司首次公开发行前取得的股份，并已于 2024 年 6 月 24 日起上市流通。 减持计划的主要内容 公司近日收到股东苏州纳卓及苏州纳研发出的《关于减持公司股份的告知 函》。因持股员工自身资金需求，苏州纳卓及苏州纳研拟自本公告披露之日起 15 个交易日后的 3 个月内通过集中竞价 ...

Core Viewpoint - The IVD industry is experiencing a significant downturn in revenue and profits, with over 70% of companies reporting a year-on-year decline in revenue and more than half facing losses or drastically reduced profits [2][5]. Revenue and Profit Trends - In Q1 2025, major IVD companies such as Mindray Medical, Dian Diagnostics, and RunDa Medical reported substantial declines in both revenue and net profit, with Mindray's revenue at 8.237 billion yuan (down 12.12%) and net profit at 2.629 billion yuan (down 16.81%) [2][4]. - Among 60 IVD companies analyzed, 16 reported revenue growth, with 8 achieving both revenue and net profit growth [2]. Market Challenges - The IVD sector is facing multiple challenges, including a slowdown in the conventional medical testing market, stricter cost control policies in healthcare, and the impact of centralized procurement policies [5][6]. - The anticipated centralized procurement in 28 provinces is expected to further pressure IVD companies, particularly in the high-volume chemical luminescence market [6]. Company Strategies and Innovations - Some companies are adapting by focusing on niche markets and innovative product offerings, such as New Industry and Sansure Bio, which reported revenue growth of 10.12% and 21.62% respectively in Q1 2025 [9]. - Companies are also exploring international markets, with Mindray's overseas revenue reaching 16.43 billion yuan in 2024, accounting for 44.75% of total revenue [9][10]. Technological Advancements - The IVD industry is witnessing a shift towards digitalization and AI integration, with partnerships like that of BGI and Dian Diagnostics aiming to enhance diagnostic efficiency and precision [10][11]. - The emergence of AI technologies is reshaping the IVD landscape, although challenges remain in data integration and commercialization [11].