数据显示，鹏华基金旗下1只基金重仓百奥赛图。鹏华新兴产业混合A（206009）四季度持有股数230.7 万股，占基金净值比例为3.77%，位居第十大重仓股。根据测算，今日浮亏损失约872.06万元。 鹏华新兴产业混合A（206009）成立日期2011年6月15日，最新规模32.15亿。今年以来收益9.29%，同 类排名1661/8994；近一年收益49.94%，同类排名1568/8199；成立以来收益359.96%。 2月24日，百奥赛图跌5%，截至发稿，报71.82元/股，成交1.32亿元，换手率5.00%，总市值320.96亿 元。 资料显示，百奥赛图(北京)医药科技股份有限公司位于北京市大兴区中关村科技园区大兴生物医药产业 基地宝参南街12号院，成立日期2009年11月13日，上市日期2025年12月10日，公司主营业务涉及百奥赛 图（北京）医药科技股份有限公司是一家主要提供抗体药物研发和临床前研究服务的中国公司。该公司 运营五个分部。基因编辑服务分部提供基于动物和细胞的定制化基因编辑服务。临床前药理药效评估分 部提供用于药物疗效和毒性评估的临床前药理学服务。模式动物销售分部培育和销售外用和内用模式动 ...

Stock Performance - On February 16, 2026, the closing price of Baiaosaitu-B (02315.HK) was HKD 50.95, reflecting a daily decline of 4.77% with a trading volume of 18,000 shares and a turnover of approximately HKD 924,500, indicating a low turnover rate of only 0.02% [1] - The stock price fell below the 5-day moving average of HKD 52.03, while the upper Bollinger Band at HKD 54.957 exerted pressure on the stock price, suggesting a weakening short-term upward momentum [1] - In contrast, the Hang Seng Index rose by 0.52%, while the biotechnology sector, to which the company belongs, experienced a slight decline of 0.02%, indicating a divergence between the stock's performance and the sector's trend [1] Capital Movements - Vico (Hong Kong) Trading Co., Ltd. increased its holdings by 786,000 H-shares at an average price of HKD 27.2784 per share on February 2, raising its ownership from 7.31% to 8.02%, with this change disclosed on February 16 [2] - The purchase price was significantly lower than the closing price of HKD 50.95 on February 16, which may raise concerns among investors regarding short-term valuation pressure [2]

Core Viewpoint - The article discusses the current funding logic in the market, highlighting the significant movements of public funds in the technology sector, particularly in the semiconductor and biopharmaceutical industries, as they adjust their portfolios based on performance and valuation metrics [3][8]. Group 1: Public Fund Movements - Public funds have shown a notable shift in their holdings, particularly in the STAR Market, with the STAR 50 Index rising by 12.1% this year [3][4]. - The total market capitalization of STAR Market companies reached 10.4 trillion yuan, with the technology sector dominating, accounting for 62.1% of the total market cap [5][6]. - The semiconductor industry remains the core focus for fund allocation, with 12 companies in the sector having a market capitalization exceeding 10 billion yuan [9][11]. Group 2: Semiconductor Sector Insights - The market's pricing anchor for the semiconductor sector has shifted from "valuation expansion" to "performance realization," emphasizing the importance of actual earnings [13][14]. - Key drivers for future growth in the semiconductor sector include strong order backlogs, profit growth through acquisitions and expansions, and sustained price increases in advanced processes [13][14]. - Public funds have significantly increased their holdings in semiconductor materials, chip design, and equipment, with companies like ShenGong Co. seeing an 11% increase in fund holdings [15][21]. Group 3: Biopharmaceutical Sector Insights - The biopharmaceutical sector is a critical area for public funds, with major holdings in companies like BeiGene and United Imaging Healthcare, although the sector has faced a reduction in holdings for several key companies [24][26]. - The article notes that innovative drug companies are currently under pressure, with significant reductions in holdings observed in companies like BaiLi TianHeng and RongChang Biopharma [26][28]. - Despite the challenges, companies with strong earnings potential and innovative drug pipelines are still attracting interest from public funds, indicating a selective investment approach [35][40].

Core Insights - The company Baiaosaitu-B (02315) has reported impressive performance forecasts, with significant progress in external licensing collaborations, leading institutions to be optimistic about its long-term growth potential [1] Financial Performance - For the fiscal year 2025, the company anticipates revenue between 1.369 billion and 1.389 billion yuan, representing a year-on-year growth of 39.61% to 41.65% [2] - The expected net profit attributable to shareholders is projected to be between 162 million and 182 million yuan, showing a substantial year-on-year increase of 384.26% to 443.88% [2] Business Developments - Since 2025, the company has secured significant external licensing agreements with leading domestic and international pharmaceutical companies, including a global licensing agreement for antibody molecules with BeiGene in July 2025 and full human antibody licensing for the RenMice platform with Merck in September 2025 [3] - These licensing agreements are expected to generate milestone payments and contribute to future growth [3] Institutional Perspectives - Research reports from institutions such as Guolian Minsheng Securities highlight the company's innovative advantages in model animals and preclinical CRO business, along with the "Thousand Mice, Ten Thousand Antibodies" initiative, which is expected to drive outstanding performance and open up long-term growth potential through external licensing [4] Stock Performance - The company was added to the Hong Kong Stock Connect eligible securities list on December 24, 2025, which may enhance investor attention and trading activity [5]

证券代码：688796 证券简称：百奥赛图 公告编号：2026-010 百奥赛图（北京）医药科技股份有限公司 2026年第一次临时股东会决议公告 （一）股东会召开的时间：2026年2月12日 （二）股东会召开的地点：北京市大兴区宝参南街12号院2号楼1F-5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： ■ （四）表决方式是否符合《公司法》及公司章程的规定，股东会主持情况等。 本次会议由公司董事会召集，董事长沈月雷主持。会议采用现场投票与网络投票（仅针对A股股东）相 结合的表决方式。本次股东会的召集和召开程序、出席会议人员的资格和召集人资格、会议的表决程序 和表决结果均符合《中华人民共和国公司法》《百奥赛图（北京）医药科技股份有限公司章程》的规 定。 （五）公司董事和董事会秘书的列席情况 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 1、议案名称：关于补选公司第二届董事会非执行董事的议案 审议结 ...

Group 1 - The core point of the article is the appointment of Liu Hongkang as a non-executive director of Baiaosaitu-B (02315.HK), effective from February 12, 2026, until the end of the second board term [1] Group 2 - The appointment was approved by shareholders at an extraordinary general meeting [1]

Core Viewpoint - The company announced the appointment of Mr. Liu Hongkang as a non-executive director, effective from February 12, 2026, until the end of the second board's term [1] Group 1 - The appointment was approved by shareholders at a special general meeting [1] - The board meeting held on January 27, 2026, reviewed and approved Mr. Liu's appointment, pending shareholder approval [1] - Mr. Liu will also serve as a member of the board's audit committee and strategic development committee [1]

Core Viewpoint - The company Baosai Tu-B (02315) has announced the appointment of Mr. Liu Hongkang as a non-executive director, effective from February 12, 2026, until the end of the second board's term [1] Group 1 - The appointment of Mr. Liu was approved by shareholders at an extraordinary general meeting [1] - Mr. Liu will also serve as a member of the board's audit committee and strategic development committee following his appointment [1] - The board meeting to approve Mr. Liu's appointment is scheduled for January 27, 2026, pending shareholder approval [1]

北京市中伦律师事务所 关于百奥赛图（北京）医药科技股份有限公司 2026 年第一次临时股东会的 法律意见书 2026 年 2 月 北京市中伦律师事务所 关于百奥赛图（北京）医药科技股份有限公司 本法律意见书根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中 华人民共和国证券法》（以下简称"《证券法》"）、中国证券监督管理委员会（以 下简称"中国证监会"）《上市公司股东会规则》（以下简称"《股东会规则》"）等 现行有效的法律、法规、规范性文件以及《百奥赛图（北京）医药科技股份有限 公司章程》（以下简称"《公司章程》"）的规定而出具。 为出具本法律意见书，本所律师审查了公司本次股东会的有关文件和材料。 本所律师得到公司如下保证，即其已提供了本所律师认为出具本法律意见书所必 需的材料，所提供的原始材料、副本、复印件等材料、口头证言均符合真实、准 确、完整的要求，有关副本、复印件材料与正本原始材料一致。 2 在本法律意见书中，本所律师仅对本次股东会的召集、召开程序、出席会议 人员资格、召集人资格及会议表决程序、表决结果是否符合《公司法》、《股东会 规则》等法律、法规、规范性文件及《公司章程》的规定发表意见， ...

证券代码：688796 证券简称：百奥赛图 公告编号：2026-010 百奥赛图（北京）医药科技股份有限公司 2026年第一次临时股东会决议公告 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 本次会议由公司董事会召集，董事长沈月雷主持。会议采用现场投票与网络 投票（仅针对 A 股股东）相结合的表决方式。本次股东会的召集和召开程序、出 席会议人员的资格和召集人资格、会议的表决程序和表决结果均符合《中华人民 共和国公司法》《百奥赛图（北京）医药科技股份有限公司章程》的规定。 （五） 公司董事和董事会秘书的列席情况 1、 公司在任董事8人，列席8人； 2、 公司董事会秘书王永亮列席了本次股东会；其他高级管理人员列席了本次会 议。 （一） 股东会召开的时间：2026 年 2 月 12 日 （二） 股东会召开的地点：北京市大兴区宝参南街 12 号院 2 号楼 1F-5 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 ...