证券代码：000705 证券简称：浙江震元 公告编号：2025-038 浙江震元股份有限公司 关于公司终止向特定对象发行股票事项 并撤回申请文件的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 浙江震元股份有限公司（以下简称"公司"）于 2025 年 10 月 21 日召开第十一届董事会 2025 年第四次临时会议和第十一届监事会 2025 年第一次临时会议，审议通过了《关于公司终止向特定对象发 行股票事项并撤回申请文件的议案》，同意公司终止本次向特定对象 发行股票事项并撤回申请文件。现将相关事项公告如下： 一、本次向特定对象发行股票事项的基本情况 1、2024 年 4 月 29 日，公司召开十一届四次董事会、十一届四 次监事会，并于 2024 年 5 月 20 日召开 2024 年第一次临时股东大会， 审议通过了向特定对象发行股票事项，公司编制并披露了《2024 年 度向特定对象发行股票预案》等相关事项。 2、2024 年 10 月 26 日，公司收到深交所出具的《关于受理浙江 震元股份有限公司向特定对象发行股票申请文件的通知》（深证上审 〔2024〕 ...

Market Overview - The medical consumables supply chain SPD sector increased by 0.41% compared to the previous trading day, with Jianfa Zhixin leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Stock Performance - Jianfa Zhixin (301584) closed at 29.30, up 4.46% with a trading volume of 186,400 shares and a transaction value of 534 million [1] - Dajia Weikang (301126) closed at 11.75, up 3.07% with a trading volume of 53,500 shares and a transaction value of 62.22 million [1] - Jianmo Information (605186) closed at 19.55, up 2.68% with a trading volume of 17,200 shares and a transaction value of 33.43 million [1] - Other notable performers include Hefei China (603122) up 1.91%, Langma Information (300288) up 1.48%, and Seli Medical (603716) up 1.48% [1] Capital Flow - The SPD sector experienced a net outflow of 43.97 million from institutional investors, while retail investors saw a net inflow of 16.33 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Individual Stock Capital Flow - Seli Medical (603716) had a net inflow of 12.83 million from institutional investors, but a net outflow of 12.61 million from speculative funds [3] - Dajia Weikang (301126) saw a net inflow of 5.24 million from speculative funds, but a net outflow of 5.91 million from retail investors [3] - Huadong Pharmaceutical (000963) had a net inflow of 2.37 million from speculative funds, while retail investors experienced a net outflow of 4.64 million [3]

Market Overview - The pharmaceutical commercial sector experienced a slight decline of 0.11% on September 30, with C Jianfa leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Notable gainers in the pharmaceutical sector included: - Baiyang Pharmaceutical (301015) with a closing price of 28.00, up 1.93% [1] - Saily Medical (603716) at 24.87, up 1.84% [1] - Guofa Co., Ltd. (600538) at 5.63, up 1.26% [1] - C Jianfa (301584) was the biggest loser, closing at 28.99, down 15.04% with a trading volume of 264,700 shares and a turnover of 817 million [2] Capital Flow - The pharmaceutical commercial sector saw a net outflow of 239 million in main funds, while retail investors contributed a net inflow of 219 million [2][3] - The main funds showed varying net inflows and outflows across different stocks, with Saily Medical experiencing a net inflow of approximately 889,790 and Baiyang Pharmaceutical seeing a net inflow of 738,150 [3]

Market Overview - On September 25, the pharmaceutical commercial sector declined by 1.06%, with HeFu China leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable stock performances include: - N Jianfa Zhi (301584) surged by 418.58% to a closing price of 36.56, with a trading volume of 419,500 shares and a transaction value of 1.477 billion [1] - Jia Shi Tang (002462) increased by 6.61% to 14.51, with a trading volume of 193,500 shares and a transaction value of 279 million [1] - HeFu China (603122) fell by 4.69% to 6.51, with a trading volume of 169,000 shares and a transaction value of 112 million [2] Capital Flow - The pharmaceutical commercial sector saw a net inflow of 337 million from institutional investors, while retail investors experienced a net outflow of 591 million [2] - Key capital flows for selected stocks include: - N Jianfa Zhi (301584) had a net inflow of 45.716 million from institutional investors, accounting for 30.94% of its total [3] - Jia Shi Tang (002462) recorded a net inflow of 51.35 million from institutional investors, representing 18.43% [3] - HeFu China (603122) experienced a net outflow of 16.49 million from retail investors, which is -43.96% of its total [3]

Group 1 - The company Zhejiang Zhenyuan announced on September 24 that the funds from the private placement will primarily be used for synthetic biology projects and the construction of raw material drug aggregation enhancement projects [2] - Currently, the synthetic biology project S1 production line has been put into operation [2]

Group 1 - Zhejiang Zhenyuan's stock price increased by 7.44% to 9.97 CNY per share, with a trading volume of 102 million CNY and a turnover rate of 3.82%, resulting in a total market capitalization of 3.33 billion CNY [1] - The company, established on April 2, 1993, and listed on April 10, 1997, is primarily engaged in pharmaceutical wholesale and retail, production and sales of traditional Chinese medicine pieces, and research and production of raw materials and formulations [1] - The revenue composition of Zhejiang Zhenyuan includes: retail business 45.55%, wholesale business 28.75%, industrial formulations 14.08%, industrial raw materials 7.94%, health services 2.88%, and others 0.80% [1] Group 2 - Baodao Yuanhang Mixed A Fund (007126) entered the top ten circulating shareholders of Zhejiang Zhenyuan, holding 1.2032 million shares, which is 0.43% of the circulating shares, with an estimated floating profit of approximately 830,200 CNY [2] - The fund was established on April 30, 2019, with a latest scale of 1.685 billion CNY, achieving a year-to-date return of 31.48% and a one-year return of 62.63% [2] - Since its inception, the fund has generated a return of 105.2%, with its performance ranking 2766 out of 8172 in the same category this year and 2218 out of 7980 over the past year [2] Group 3 - The fund manager of Baodao Yuanhang Mixed A is Yang Meng, who has been in the position for 7 years and 42 days, managing a total fund size of 12.691 billion CNY [3] - During Yang Meng's tenure, the best fund return was 172.23%, while the worst return was -27.34% [3]

Core Viewpoint - The company has no current projects related to anesthetic new drugs and is in the pharmaceutical research phase for its innovative drug projects [2]. Group 1 - The company confirmed that there are no anesthetic new drug projects currently in development [2]. - Innovative drug projects are at the pharmaceutical research stage [2]. - The capacity utilization of the synthetic biology project is being gradually released in line with market demand [2]. Group 2 - The pharmaceutical upgrade project is currently under construction and progressing [2].

Market Overview - The pharmaceutical commercial sector experienced a decline of 0.29% on September 10, with Dazhenglin leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Key stocks in the pharmaceutical commercial sector showed varied performance, with Seer Medical (603716) rising by 3.99% to a closing price of 28.70, and Dazhenglin (603233) falling by 2.37% to 17.30 [1][2] - Other notable gainers included Guofa Co. (600538) with a 1.65% increase and Dazhangzhang (002462) with a 1.22% increase [1] Trading Volume and Value - Seer Medical had a trading volume of 250,500 shares and a transaction value of 719 million yuan, while Dazhenglin had a trading volume of 77,200 shares and a transaction value of 134 million yuan [1][2] Capital Flow - The pharmaceutical commercial sector saw a net outflow of 11.87 million yuan from institutional investors and 50.86 million yuan from speculative funds, while retail investors contributed a net inflow of 62.74 million yuan [2] - Specific stocks like Seer Medical and Jiuzhoutong (600998) had significant net inflows from institutional investors, while others like Yifeng Pharmacy (603939) experienced net outflows from both institutional and speculative funds [3]

Core Viewpoint - The article highlights the launch of the Zhejiang Zhenyuan Biological Industrialization Base, emphasizing its significance in the synthetic biology sector and its role in promoting high-quality economic development in Shaoxing [3][5]. Company Progress - Zhejiang Zhenyuan officially inaugurated its biological industrialization base on August 30, marking a key milestone in the development of synthetic biology and the production of high-end amino acids [3][5]. - The base is the first in China to feature a thousand-ton-level industrialization facility for the biosynthesis of histidine, showcasing advanced synthetic biology and fermentation engineering technologies [5][6]. - The project has received recognition as a major industrial project in Zhejiang and is part of the national green low-carbon advanced technology demonstration projects [5][6]. Financial Performance - In the first half of 2025, Zhejiang Zhenyuan reported a revenue of 1.283 billion yuan, a decrease of 34.49% year-on-year, while net profit attributable to shareholders increased by 29.27% to 56.26 million yuan [6][7]. - The company’s net profit, excluding non-recurring gains and losses, was 30.12 million yuan, down 20.32% compared to the previous year [6][7]. - The company’s total assets decreased by 13.55% to approximately 2.955 billion yuan, while net assets attributable to shareholders increased by 2.62% [7]. Industry Context - The synthetic biology sector is recognized as a core component of the "third biological technology revolution," with significant support from local government policies and funding exceeding 10 billion yuan [5][6]. - The base aims to replace traditional high-pollution and high-energy consumption processes with green technologies, contributing to the development of a sustainable industrial ecosystem [6][8]. - The project aligns with national strategies for the innovation and development of non-grain biomass materials, focusing on clean energy and material systems [10].

Group 1 - A total of 60 stocks in the A-share market experienced block trading today, with a total transaction value of 1.826 billion yuan [1] - The top three stocks by transaction value were Chongqing Bank (555.6 million yuan), Huitai Medical (163 million yuan), and Founder Technology (85.02 million yuan) [1] - Among the stocks, 8 were traded at par, 3 at a premium, and 49 at a discount; Chongqing Bank had the highest premium rate at 10.54% [1] Group 2 - The top stocks by institutional buy amounts included Founder Technology (62.09 million yuan), Aibo Medical (55.56 million yuan), and Cambridge Technology (26.53 million yuan) [1] - The highest selling amounts by institutional special seats were for Zhongjian Technology (9.71 million yuan) and Tianfu Communication (4.11 million yuan) [2]