Group 1 - The core viewpoint of the article is that Xianfeng Holdings (002141.SZ) clarifies that its products are primarily veterinary vaccines and not human vaccines, indicating that the company does not have the production and research conditions for human vaccines [1]

Market Overview - The animal health sector increased by 0.65% on August 4, with BioShares leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Stock Performance - BioShares (600201) closed at 8.75, rising by 2.70% with a trading volume of 327,100 shares and a turnover of 280 million yuan [1] - Jinhe Biology (002688) closed at 7.34, up 2.51%, with a trading volume of 666,900 shares and a turnover of 485 million yuan [1] - Ruipu Biology (300119) closed at 21.58, increasing by 1.27%, with a trading volume of 72,800 shares and a turnover of 155 million yuan [1] - KQ Biology (688526) closed at 17.00, up 1.01%, with a trading volume of 29,600 shares and a turnover of 49.88 million yuan [1] - Other notable stocks include Dayu Biology (871970) at 10.40 (+0.97%) and Zeng Caike (603566) at 15.00 (+0.87%) [1] Capital Flow - The animal health sector saw a net inflow of 68.12 million yuan from institutional investors, while retail investors experienced a net outflow of 58.45 million yuan [2] - The main capital inflow and outflow for specific stocks include: - Jinhe Biology: 70.12 million yuan inflow from main investors, 33.36 million yuan outflow from retail investors [3] - BioShares: 15.45 million yuan inflow from main investors, 8.61 million yuan outflow from retail investors [3] - Shilian Biology (688098): 3.79 million yuan inflow from main investors, 27.89 million yuan outflow from retail investors [3]

Group 1 - The animal vaccine sector experienced a rise of 2.22%, leading the concept sectors in terms of growth, with 13 stocks increasing in value, including Shenyuan Biological which hit the daily limit, and Yongshun Biological, Kexing Pharmaceutical, and Jinhai Biological showing notable gains of 6.32%, 4.08%, and 3.32% respectively [1][2] - The main inflow of funds into the animal vaccine sector amounted to a net inflow of 51 million yuan, with Kexing Pharmaceutical receiving the highest net inflow of 72.79 million yuan, followed by Shenyuan Biological, Kanghua Biological, and Xianfeng Holdings with net inflows of 57.81 million yuan, 46.82 million yuan, and 7.03 million yuan respectively [2][3] - The net inflow ratios for Shenyuan Biological, Xianfeng Holdings, and Kexing Pharmaceutical were 23.96%, 11.45%, and 9.02% respectively, indicating strong investor interest in these stocks [3] Group 2 - The animal vaccine sector's performance was contrasted by declines in other sectors, such as the China Shipbuilding System which fell by 2.54%, and the military equipment restructuring concept which decreased by 1.90% [2] - The trading volume and turnover rates for leading stocks in the animal vaccine sector were significant, with Shenyuan Biological showing a turnover rate of 7.26% and Kexing Pharmaceutical at 7.15% [3][4] - Several stocks within the animal vaccine sector experienced negative net inflows, including Guoyao Modern, Biological Shares, and Zhongmu Shares, which saw declines of 0.70%, 0.58%, and 0.52% respectively [1][4]

证券之星消息，7月31日动物保健板块较上一交易日下跌0.43%，大禹生物领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。动物保健板块个股涨跌见下表： 从资金流向上来看，当日动物保健板块主力资金净流出1611.97万元，游资资金净流出6281.9万元，散户 资金净流入7893.87万元。动物保健板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300871 回盛生物 | | 6787.00万 | 7.85% | -4042.91万 | -4.68% | -2744.09万 | -3.17% | | 600201 | 生物股份 | 2619.98万 | 9.14% | -534.51万 | -1.86% | -2085.47万 | -7.28% | | 002868 *ST绿康 | | 940.97万 | 10.50% | -518.20 ...

证券之星消息，7月30日动物保健板块较上一交易日下跌0.46%，生物股份领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。动物保健板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 871970 | 大禹生物 | 10.98 | 7.65% | 7.08万 | 7555.51万 | | | 002868 | *ST绿康 | 26.73 | 4.99% | 2.78万 | 7294.48万 | | | 839729 | 永顺生物 | 10.02 | 1.83% | 4.19万 | 4168.45万 | | | 300871 | 回盛生物 | 22.22 | 1.37% | 16.18万 | | 3.63亿 | | 002688 | 金河生物 | 7.22 | 0.84% | 42.68万 | | 3.06亿 | | 688098 | 申联生物 | 6.90 | 0.73% | 10.01万 | 6919.84 ...

7月29日，贤丰控股大宗交易成交773.07万股，成交额2651.61万元，占当日总成交额的10.88%，成交价3.43元，较市场收盘 价3.75元折价8.53%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-07-29 | 002141 | 贤丰控股 | 3.43 | 773.07 | 2,651.61 世纪证券有限责任 | | 中国银河证券股份 | | | | | | | | 公司东莞鸿福路证 | 有限公司深圳景田 | | | | | | | | 券营业部 | 证券营业部 | ...

从资金流向上来看，当日动物保健板块主力资金净流出9984.08万元，游资资金净流出2164.17万元，散户 资金净流入1.21亿元。动物保健板块个股资金流向见下表： 证券之星消息，7月29日动物保健板块较上一交易日下跌0.5%，驱动力领跌。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。动物保健板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002868 | *ST绿康 | 25.46 | 2.91% | 2.25万 | | 5731.13万 | | 688098 | 申联生物 | 6.85 | 1.33% | 10.41万 | | 7137.24万 | | 603566 | 普莱柯 | 15.23 | 0.40% | 5.03万 | | 7579.24万 | | 002688 | 金河生物 | 7.16 | 0.14% | 36.15万 | | 2.59亿 | | 688526 | 科前生物 | 17.2 ...

Group 1 - The animal vaccine sector experienced a decline of 0.96%, ranking among the top losers in the concept sector, with companies like BioShares, Zhongmu, and Pulaike leading the declines [1][2] - Among the animal vaccine stocks, five companies saw price increases, with Luoniushan, Weilan Biology, and Dabeinong rising by 1.42%, 1.38%, and 0.73% respectively [1][2] - The animal vaccine sector faced a net outflow of 218 million yuan from main funds, with 12 stocks experiencing outflows, and six stocks seeing outflows exceeding 10 million yuan [2][3] Group 2 - The top net outflow stock was BioShares, with a net outflow of 128 million yuan, followed by Xianfeng Holdings, Jinhai Biological, and Zhongmu, with net outflows of 41.99 million yuan, 26.07 million yuan, and 25.32 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflow included Dabeinong, Luoniushan, and Weilan Biology, attracting net inflows of 34.95 million yuan, 23.76 million yuan, and 13.06 million yuan respectively [2][3] - The detailed outflow data for the animal vaccine sector shows significant declines in stock prices, with BioShares down by 5.56% and a turnover rate of 11.26% [2][3]

Group 1 - The animal vaccine sector saw a rise of 2.91%, leading the concept sectors in growth, with 16 stocks increasing in value, including BioShares which hit the daily limit, and others like Kexing Pharmaceutical and Ruipu Bio rising by 7.15%, 5.65%, and 3.56% respectively [1] - The main inflow of funds into the animal vaccine sector was 281 million yuan, with 10 stocks receiving net inflows, and 6 stocks seeing inflows exceeding 10 million yuan, led by BioShares with a net inflow of 159 million yuan [1] - The top stocks by net inflow included Haizheng Pharmaceutical, Kexing Pharmaceutical, and Ruipu Bio, with net inflows of 53.91 million yuan, 52.39 million yuan, and 28.10 million yuan respectively [1] Group 2 - In terms of fund inflow ratios, BioShares, Kexing Pharmaceutical, and Luoniushan had the highest net inflow rates at 19.39%, 9.63%, and 8.85% respectively [2] - The animal vaccine concept fund inflow rankings showed BioShares with a daily increase of 10.04% and a turnover rate of 8.74%, while Haizheng Pharmaceutical and Kexing Pharmaceutical followed with increases of 2.71% and 7.15% respectively [2] - Other notable stocks included Ruipu Bio with a 5.65% increase and a turnover rate of 9.16%, and Luoniushan with a 3.49% increase and a turnover rate of 4.43% [2]

Major Events - Zhonghua Equipment plans to acquire 100% equity of Yiyang Rubber and Plastic Machinery Group and Beihua Machinery, with stock suspension starting July 15, 2025 [3] - Suzhou Planning intends to purchase 100% equity of Dongjin Aerospace through a combination of cash and stock issuance, with stock resuming trading on July 15, 2025 [4] - Aerospace Development's independent director was detained for personal reasons unrelated to the company's operations, which remain stable [5][6] - *ST Tianmao issued a risk warning regarding potential delisting due to failure to disclose annual reports in time [7] - ST Shuntian will suspend trading for one day on July 15, 2025, and will remove other risk warnings, changing its stock name to Jiangsu Shuntian [8] - Xinghui Entertainment plans to transfer 99.66% equity of Espanyol Football Club for €130 million, focusing on core business areas [9] Performance Reports - China Salt Chemical reported a 5.76% decrease in revenue to ¥5.998 billion and an 88.04% drop in net profit to ¥52.71 million for the first half of 2025 [10] - Jiu Gui Jiu expects a net profit of ¥8 million to ¥12 million, down 90.08% to 93.39% year-on-year, with revenue around ¥560 million, a 43% decline [11] - Suli Co. anticipates a net profit of ¥72 million to ¥86 million, up 1008.39% to 1223.91% year-on-year, driven by increased sales and prices [12] - Te Yi Pharmaceutical expects a net profit of ¥34 million to ¥38 million, a growth of 1164.22% to 1312.95% year-on-year, due to strong sales of its core product [13] - Huahong Technology forecasts a net profit of ¥70 million to ¥85 million, up 3047.48% to 3721.94% year-on-year, benefiting from improved market conditions [14] - Qianfang Technology expects a net profit of ¥150 million to ¥200 million, an increase of 1125.99% to 1534.65% year-on-year, influenced by fair value changes of equity instruments [15] - Huaxia Airlines anticipates a net profit of ¥220 million to ¥290 million, up 741.26% to 1008.93% year-on-year, due to improved flight demand [16] - Xianfeng Holdings expects a net profit of ¥34 million to ¥42 million, a growth of 524.58% to 671.53% year-on-year, mainly from non-recurring gains [17] - Xinyi Sheng expects a net profit of ¥370 million to ¥420 million, up 327.68% to 385.47% year-on-year, driven by AI-related investments [18] - Haili Co. anticipates a net profit of ¥30.5 million to ¥36 million, a growth of 625.83% to 756.71% year-on-year, due to improved sales [19] - Hengsheng Electronics expects a net profit of approximately ¥251 million, an increase of about 740.95% year-on-year, due to significant non-recurring gains [20] - Tianqi Lithium expects a net profit of ¥0 to ¥155 million, recovering from a loss of ¥5.206 billion in the previous year [21] - Shui Jing Fang forecasts revenue of ¥1.498 billion, down 12.84%, and a net profit of ¥105 million, down 56.52% [22] - CICC expects a net profit of ¥3.453 billion to ¥3.966 billion, an increase of 55% to 78% year-on-year [23] - Shenwan Hongyuan anticipates a net profit of ¥4.1 billion to ¥4.5 billion, a growth of 92.66% to 111.46% year-on-year [24] - Xinda Securities expects a net profit of ¥921 million to ¥1.044 billion, an increase of 50% to 70% year-on-year [25] - Shanxi Securities anticipates a net profit of ¥504 million to ¥544 million, a growth of 58.17% to 70.72% year-on-year [26] - Guohai Securities expects a net profit of ¥370 million, a growth of 159.26% year-on-year [27] - Guocheng Mining anticipates a net profit of ¥493 million to ¥548 million, a growth of 1046.75% to 1174.69% year-on-year [28] - China Rare Earth expects a net profit of ¥136 million to ¥176 million, recovering from a loss of ¥244 million [29] - Perfect World anticipates a net profit of ¥480 million to ¥520 million, recovering from a loss of ¥177 million [30] - Fangda Carbon expects a net profit of ¥50 million to ¥60 million, down 65.13% to 70.93% year-on-year [31] - Huanghe Xuanfeng expects a net loss of ¥285 million [32] - JA Solar anticipates a net loss of ¥2.5 billion to ¥3 billion, worsening from a loss of ¥874 million [33] - Shanxi Black Cat expects a net loss of ¥490 million to ¥540 million [34] - Ganfeng Lithium anticipates a net loss of ¥300 million to ¥550 million, improving from a loss of ¥760 million [35] - Xinda Real Estate expects a net loss of ¥3.5 billion to ¥3.9 billion [36] - Greenland Holdings anticipates a net loss of ¥3 billion to ¥3.5 billion [37] - Air China expects a net loss of ¥1.7 billion to ¥2.2 billion [39] - OFILM expects a net loss of ¥85 million to ¥115 million [40] - Vanke A expects a net loss of ¥10 billion to ¥12 billion [41] Major Contracts - Zhongchen Co. won a project from Southern Power Grid worth ¥379 million, accounting for 12.26% of its 2024 audited revenue [42] - Gaode Infrared signed a procurement agreement worth ¥879 million, representing 32.84% of its 2024 audited revenue [43]