证券之星消息，8月18日动物保健板块较上一交易日上涨2.2%，申联生物领涨。当日上证指数报收于 3728.03，上涨0.85%。深证成指报收于11835.57，上涨1.73%。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) | | --- | --- | --- | --- | --- | --- | | 688098 | 申联生物 | 12.83 | 20.02% | 13.27万 | 1.69 Z | | 300871 | 回盛生物 | 24.26 | 7.87% | 30.00万 | 7.20亿 | | 838275 | 驱动力 | 10.02 | 6.60% | 4.35万 | 4273.62万 | | 002141 | 贤丰控股 | 3.91 | 4.27% | 1 85.59万 | 3.38亿 | | 839729 | 永顺生物 | 9.95 | 3.65% | 3.11万 | 3066.40万 | | 871970 | 大禹生物 | 9.98 | 3.42% | 2.96万 | 2928.24万 | | 300119 | 瑞普生物 | ...

人民财讯8月18日电，企查查APP显示，近日，金河艾宠易(上海)生物技术有限公司成立，注册资本1000 万元，经营范围包含：医学研究和试验发展；细胞技术研发和应用；药品互联网信息服务等。企查查股 权穿透显示，该公司由金河生物（002688）全资持股。 ...

证券之星消息，8月15日动物保健板块较上一交易日上涨3.86%，申联生物领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。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) | | --- | --- | --- | --- | --- | --- | | 688088 | 申联生物 | 10.69 | 19.98% | 43.53万 | 4.41 乙 | | 600201 | 生物股份 | 8.93 | 6.06% | 55.59万 | 4.88亿 | | 300119 | 瑞普生物 | 22.78 | 5.56% | 19.27万 | 4.34 Z | | 688526 | 科前生物 | 17.24 | 2.44% | 4.23万 | 7216.24万 | | 300871 | 回盛生物 | 22.49 | 2.41% | 9.34万 | 2.09亿 | | 603566 | 普莱柯 | 15.00 | 2.18% | 5.56万 | 8298.20万 | | 871970 | 大禹生物 | 9 ...

Group 1: Industry Overview - The pet economy in China is experiencing significant growth, with domestic pet consumption reaching 77.375 billion yuan in the first half of the year, a year-on-year increase of 8.84% [1] - The average revenue per pet store in mainland China was approximately 137,500 yuan in the first half of the year [1] - The pet industry is evolving from a focus on food and supplies to a comprehensive ecosystem that includes medical care, grooming, training, and insurance [1] Group 2: Market Demand and Company Performance - Zhongchong Co., Ltd. reported total revenue of 2.432 billion yuan in the first half of the year, a year-on-year increase of 24.32%, with a net profit of 203 million yuan, up 42.56% [2] - Tianyuan Pet achieved total revenue of 569 million yuan in the first quarter, a year-on-year increase of 13.07%, with a net profit of 17 million yuan, up 18.97% [2] - Yiyi Co., Ltd. reported total revenue of 485 million yuan in the first quarter, a year-on-year increase of 26.56%, with a net profit of 54 million yuan, up 27.96% [2] Group 3: Future Market Projections - The urban pet consumption market in China is expected to exceed 300 billion yuan by 2024, with the total number of dogs and cats reaching over 120 million [2] - The pet economy is projected to grow to 1.15 trillion yuan by 2028 [2] Group 4: Policy Support and Consumer Trends - Government policies are supporting the growth of the pet economy, with action plans released in Hefei and Foshan to promote high-quality development [3] - The evolving consumer mindset and increasing demand for pet health management and personalized services are driving the growth of the pet economy [3] Group 5: Technological Integration - AI technology is becoming a key driver in the pet economy, with companies integrating AI into pet services and products [4] - New AI-enabled products, such as the "AI Pet Partner" app and smart pet devices, are being developed to enhance pet care [4] Group 6: Digital Transformation in Supply Chain - Companies are focusing on digital transformation to address challenges in order management and inventory coordination [5][6] - The integration of AI and digital platforms is expected to improve operational efficiency and standardization across the pet industry [6] Group 7: Competitive Landscape - The competition in the pet economy is shifting towards technology depth and data barriers, with companies competing on algorithm accuracy and user engagement [6] - New business models may emerge, including AI-based pet health management subscription services and AI-driven customized pet products [6]

Investment Rating - The report does not explicitly state an investment rating for the animal health industry, but it highlights potential growth areas such as pet pharmaceuticals and international expansion [1]. Core Insights - The animal health industry is experiencing a slowdown in growth, with increasing competition leading to a "Matthew Effect" where larger companies gain more market share at the expense of smaller firms [3][39]. - The industry is shifting back to a research and development-driven model, with innovation becoming crucial for future growth [4][83]. - The pet pharmaceutical market and international expansion are identified as key areas for long-term growth, with pet medical consumption projected to reach approximately 84 billion yuan in 2024 [5][78]. Summary by Sections 1. Overview of the Animal Health Industry - The animal health industry, also known as the veterinary drug industry, includes a wide range of products such as vaccines, antibiotics, and feed additives [11][12]. - The market size has grown from 50.395 billion yuan in 2019 to 69.651 billion yuan in 2023, with a CAGR of 8.43% [3][12]. 2. Increasing Competition and Market Dynamics - The industry is facing a slowdown in growth, with sales increasing from 62.095 billion yuan in 2020 to 69.651 billion yuan in 2023, while average gross profit has decreased from 21.998 billion yuan to 21.297 billion yuan [3][39]. - The "Matthew Effect" is evident as larger companies leverage their product portfolios and R&D investments to capture more market share [3][52]. 3. Shift Towards R&D and Innovation - The industry is moving away from its cyclical nature, with a focus on integrated strategies and innovation to counteract competitive pressures [4][69]. - The average profit per head in self-breeding pig farming is expected to improve significantly in 2024, indicating potential for recovery in related sectors [4][62]. 4. Growth Opportunities in Pet Pharmaceuticals and Exports - The pet medical market is projected to grow rapidly, with a significant increase in demand for preventive care and treatment as pet owners become more health-conscious [5][78]. - The report highlights the successful export of domestic pet pharmaceuticals, marking a breakthrough in international markets [5][78]. 5. Key Companies to Watch - Companies such as 瑞普生物 (Reap Bio), 科前生物 (KQ Bio), and 回盛生物 (Hui Sheng Bio) are recommended for attention due to their innovative approaches and market positioning [6].

证券之星消息，8月13日动物保健板块较上一交易日下跌0.53%，大禹生物领跌。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。动物保健板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603718 海利生物 | | = 228.37万 | 1.61% | -99.03万 | -0.70% | -129.35万 | -0.91% | | 688526 科前生物 | | 132.14万 | 2.41% | 301.36万 | 5.49% | -433.50万 | -7.90% | | 002868 | *ST绿康 | -31.21万 | -0.66% | 8.74万 | 0.18% | 22.47万 | 0.48% | | 688098 | 申联生物 | -111.83万 | -0.67% | 291.98万 | 1.74% | -180.14万 | ...

本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 金河生物科技股份有限公司（以下简称"公司"）于2025年5月17日披露了《关于控股股东减持股份预披 露的公告》，公司控股股东内蒙古金河控股有限公司（以下简称"金河控股"）计划2025年6月10日至 2025年9月9日通过集中竞价交易、大宗交易方式减持公司股份合计不超过22,563,389股，即不超过公司 总股本（总股本按剔除公司回购专用账户中的股份数量19,521,410股计算，下同）的3%。其中，以集中 竞价方式减持公司股份不超过7,521,130股（占总股本比例1%），以大宗交易方式减持公司股份不超过 15,042,259股（占总股本比例2%）。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002688 证券简称：金河生物 公告编号：2025-073 金河生物科技股份有限公司 关于控股股东及一致行动人减持 股份触及1%整数倍的公告 公司控股股东内蒙古金河控股有限公司及一致行动人路牡丹、路漫漫、王晓英、王志军保证向本公司提 供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 公司于2025年8月12日收到金河 ...

证券日报网讯8月12日晚间，金河生物（002688）发布公告称，公司于近日获得由国家知识产权局颁发 的发明专利及外观设计专利证书。 ...

证券代码：002688 证券简称：金河生物 公告编号：2025-073 金河生物科技股份有限公司 公司控股股东内蒙古金河控股有限公司及一致行动人路牡丹、路漫漫、王晓 英、王志军保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 金河生物科技股份有限公司（以下简称"公司"）于 2025 年 5 月 17 日披露 了《关于控股股东减持股份预披露的公告》，公司控股股东内蒙古金河控股有限 公司（以下简称"金河控股"）计划 2025 年 6 月 10 日至 2025 年 9 月 9 日通过 集中竞价交易、大宗交易方式减持公司股份合计不超过 22,563,389 股，即不超 过公司总股本（总股本按剔除公司回购专用账户中的股份数量 19,521,410 股计 算，下同）的 3%。其中，以集中竞价方式减持公司股份不超过 7,521,130 股（占 总股本比例 1%），以大宗交易方式减持公司股份不超过 15,042,259 股（占总股 本比例 2%）。 公司于 2025 年 8 月 12 日收到金河控股及一致行动人出具的《减持公 ...

2025年1至6月份，金河生物的营业收入构成为：兽用化学药品占比61.83%，农产品加工业占比 19.76%，兽用生物制品占比11.12%，环保业务占比4.97%，其他占比2.15%。 （文章来源：每日经济新闻） 金河生物（SZ 002688，收盘价：7.69元）8月12日晚间发布公告称，公司于近日获得由国家知识产权局 颁发的发明专利及外观设计专利证书。专利名称为"罐体圆周分布的微生物发酵厂房"。 ...