证券之星消息，1月29日生物制品板块较上一交易日下跌1.3%，华兰疫苗领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。生物制品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) | | | --- | --- | --- | --- | --- | --- | --- | | 002880 | 卫光生物 | 30.07 | 4.59% | 8.81万 | | 2.66亿 | | 000661 | 长春高新 | 98.30 | 0.92% | 6.47万 | | 6.29亿 | | 300294 | 博雅生物 | 23.15 | 0.92% | 6.32万 | | 1.46亿 | | 300122 | 智飞生物 | 17.99 | 0.73% | - 43.69万 | | 7.78亿 | | 000403 | 派林生物 | 13.86 | 0.51% | 8.83万 | | 1.22亿 | | 600161 | 天坛生物 | 16.79 | 0.42% | 15.16万 | | 2.53亿 | | 6002 ...

证券之星消息，1月28日生物制品板块较上一交易日下跌1.98%，百普赛斯领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。生物制品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) | | --- | --- | --- | --- | --- | --- | | 301080 | 百普赛斯 | 58.18 | -10.57% | 5.74万 | 3.42亿 | | 920575 | 康乐卫士 | 10.97 | -6.16% | 12.07万 | 1.36亿 | | 688137 | 近岸蛋白 | 46.58 | -5.90% | 2.88万 | 1.36亿 | | 6168889 | 欧林生物 | 24.88 | -5.51% | 7.81万 | 1.97亿 | | 000518 | *ST四环 | 2.63 | -5.05% | 19.04万 | 5010.80万 | | 300318 | 博晖创新 | 7.27 | -4.97% | 64.60万 | 4.78亿 | | 301207 | 华兰婷曲 ...

证券代码:002880 证券简称:卫光生物 公告编号:2026-001 关于收到药品补充申请受理通知书的公告 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。 近日，深圳市卫光生物制品股份有限公司（以下简称公司）收到国家药品监 督管理局签发的静注人免疫球蛋白（10%, 50ml）境内生产药品补充申请《受理 通知书》（受理号：CYSB2600004）。现将相关情况公告如下： 一、申请注册药品的基本情况 深圳市卫光生物制品股份有限公司 药品名称：静注人免疫球蛋白 申请事项：境内生产药品补充申请 规格：5g/瓶（10%, 50ml） 特此公告。 深圳市卫光生物制品股份有限公司董事会 静注人免疫球蛋白主要成分为人免疫球蛋白G（IgG），含特异性抗体种类 达10 7种，经静脉输注后，可以迅速提高患者血液中的IgG水平，从而增强机体的 抗感染能力或免疫调节功能。本品系由健康人血浆，经辛酸沉淀、层析分离纯化， 并经低pH孵放法和20纳米膜过滤法病毒灭活和去除处理制成，制剂蛋白浓度为 10%，含适宜氨基酸，不含抑菌剂和抗生素。本品适用于原发性免疫球蛋白缺乏 症、继发性免疫球蛋白 ...

Group 1: Industry Trends - The blood product industry in China is expected to experience a slowdown in plasma collection growth in 2025, with a decline in imported product supply, leading to an improved supply-demand relationship [2][4] - International blood product giants have been consolidating since 2004, resulting in the top five companies holding over 80% of the market share, indicating a trend towards increased industry concentration in China as well [3] Group 2: Company Strategies - The company's export strategy includes two parts: utilizing distributors for overseas sales and increasing efforts for product registration in more countries, alongside technology exports to enhance brand influence [4] - The company has received approval for new plasma collection stations in multiple provinces, with plans to disclose further details upon completion of the approval process [4][5] Group 3: Product Development - The company’s subcutaneous human immunoglobulin (20%, 10ml) received a clinical trial acceptance notice from the National Medical Products Administration in December 2025, with ongoing research and development [4] - The company is implementing a dual strategy of "internal optimization" and "external expansion" to ensure stable plasma supply and quality, with a focus on enhancing collection service levels through established best practices [5] Group 4: Quality Assurance - A comprehensive blood plasma quality management system is in place, emphasizing digital regulatory frameworks and quality management systems to ensure the safety of raw plasma [5]

Group 1 - Guangqi Technology's controlling shareholder proposed a share buyback of 50 million to 100 million yuan for employee stock ownership plans or equity incentives [1] - Xingyuan Zhuomai received a supplier designation from a domestic electric vehicle manufacturer to develop and supply reducer shell components, with expected sales of approximately 575 million yuan over four years from 2027 to 2030 [2] - Weigao Bio's application for clinical trials of subcutaneous human immunoglobulin has been accepted by the National Medical Products Administration, targeting primary immunodeficiency diseases [3] Group 2 - Hongda Electronics disclosed uncertainty regarding the IPO progress of its associate Jiangsu Zhanxin, in which it holds a 13.79% stake [4] - Kangchen Pharmaceutical received FDA approval to conduct clinical trials for its KC1086 project, aimed at treating advanced recurrent or metastatic solid tumors [5] - Kweichow Moutai adjusted its share buyback price ceiling to 1863.67 yuan per share, effective from December 19, 2025 [6] Group 3 - Mousse Co. announced that its controlling shareholder and actual controllers committed not to reduce their holdings within one year [7] - Tongxingbao's subsidiary signed a business contract worth 43.166 million yuan for a cloud expansion project [8] - Kaifa Electric announced plans for three shareholders to collectively reduce their holdings by 0.6999% [9] Group 4 - Longpan Technology plans to increase the production capacity of lithium iron phosphate cathode materials from 62,500 tons per year to 100,000 tons per year [10] - Zhuhai Guanyu announced plans for two shareholders to reduce their holdings by up to 3% [11] - Jiaheng Home Textiles is planning a change in control, leading to a temporary suspension of its stock [12] Group 5 - Kehua Bio's subsidiary received a medical device registration certificate for a gene polymorphism detection kit [13] - Saitex New Materials' actual controller plans to reduce holdings by up to 3% [14] - Sanhui Electric announced a shareholder's plan to reduce holdings by up to 2% [15] Group 6 - Binhua Co. plans to establish a venture capital fund with a total scale of 400 million yuan, focusing on strategic emerging industries [16] - Jindun Co. announced plans for two shareholders to reduce their holdings by up to 4% [17] - Hengdian East Magnetic's controlling shareholder plans to reduce holdings by up to 1% [18][19] Group 7 - Luxin Investment's controlling shareholder plans to reduce holdings by up to 1% [20] - Huakang Clean announced a joint bid for a hospital procurement project worth 157 million yuan [21] - Xuedilong plans to reduce its repurchased shares by up to 488,560 shares [22] Group 8 - Enhua Pharmaceutical's subsidiary signed an exclusive commercial cooperation agreement for three long-acting antipsychotic products [23] - Aier Eye Hospital plans to acquire partial equity in 39 institutions for a total of 963 million yuan [24] - Gaozheng Mining plans to acquire 100% equity of Overseas Explosives for 510 million yuan [25] Group 9 - Donghong Co. plans to repurchase shares worth 30 million to 60 million yuan for employee stock ownership plans [26] - Bear Electric's controlling shareholder plans to reduce holdings by up to 0.64% [27] - *ST Zhengping announced the initiation of pre-restructuring by the Xining Intermediate Court [28][29] Group 10 - Caesar Travel's shareholder plans to reduce holdings by up to 3% [30] - Lianchuang Electronics announced a change in controlling shareholder to Jiangxi State-owned Assets Supervision and Administration Commission [31] - Beixin Road and Bridge plans to transfer 5.33% equity in Henan Yuhang for 243 million yuan [32] Group 11 - Fenglong Co. is planning a change in control, with stock resuming trading [33]

Group 1 - The company, Shenzhen Weiguang Biological Products Co., Ltd., has received a clinical trial acceptance notice for subcutaneous immunoglobulin from the National Medical Products Administration [1][2] - The drug is classified as a Class 3.2 therapeutic biological product, with a specification of 2g/bottle (20%, 10ml), aimed at treating primary immunodeficiency diseases (PID) [1][3] - Currently, there are no approved subcutaneous immunoglobulin products in the domestic market, while several have been approved overseas, including CSL Behring's HIZENTRA, Takeda's CUVITRU, and Grifols' XEMBIFY [1][4] Group 2 - The company will actively promote the subsequent progress of the clinical trial and fulfill its information disclosure obligations in a timely manner [1][5] - The approval timeline and outcome for the clinical trial remain uncertain, and the company advises investors to make cautious decisions [1][5]

Core Viewpoint - Shenzhen Weiguang Biological Products Co., Ltd. has received the acceptance notice for the clinical trial application of subcutaneous human immunoglobulin production from the National Medical Products Administration [2] Group 1 - The company announced the receipt of the clinical trial application acceptance notice on December 24 [2] - The clinical trial is for domestically produced subcutaneous human immunoglobulin [2]

Group 1 - Jizhi Co., Ltd. plans to acquire at least 51% equity in Pumai Technology through cash payment, aiming to gain control over the company, which is a leading enterprise in the field of robot performance testing and calibration in China [1] - Yaxing Chemical's subsidiary intends to transfer 7.14% equity for 60 million yuan to another fund under the same control, indicating strategic investment movements within the same management group [2] - Weigao Bio's application for clinical trials of subcutaneous human immunoglobulin has been accepted by the National Medical Products Administration, targeting primary immunodeficiency diseases [3] Group 2 - Sentai Co., Ltd.'s controlling shareholder plans to increase shareholding by at least 100 million yuan within 12 months, aiming to enhance confidence in the company's future [4] - Health元's subsidiary has received acceptance for the marketing authorization application of Lecanemab injection, which is intended for moderate to severe plaque psoriasis patients [5][11] - Sunshine Nuohuo has signed a technical development contract for the STC008 injection project, with a total payment of 500 million yuan, indicating significant investment in cancer treatment [6] Group 3 - Hunan YN has been designated as a delivery warehouse for lithium carbonate by the Guangzhou Futures Exchange, enhancing its position in the lithium market [7] - Tianji Co., Ltd. is pushing for the industrialization of lithium sulfide material preparation, although it faces risks in commercialization [8] - Yuandong Bio has received FDA approval for Methylene Blue injection, expanding its product portfolio in the U.S. market [10] Group 4 - Nanshan Aluminum has established a wholly-owned subsidiary in Hainan with an investment of 5 million yuan, focusing on high-end aluminum products [13] - ST Xifa plans to acquire 50% equity in Lhasa Beer, aiming for full ownership, with the transaction currently in the planning stage [14] - Hengrui Medicine's SHR-A1904 injection has been included in the list of breakthrough therapy products, indicating its potential in treating advanced gastric cancer [12] Group 5 - Chengdu Gas is planning to merge three subsidiaries, streamlining operations and enhancing efficiency [26] - Baoli Electric intends to invest 50 million yuan to establish a wholly-owned subsidiary focused on key equipment and solutions in energy storage [27] - Huadian International has successfully put the second unit of its Longkou Phase IV project into commercial operation, marking a significant milestone in its energy production capacity [34]

Core Viewpoint - The company has received a clinical trial application acceptance notice from the National Medical Products Administration for its subcutaneous human immunoglobulin product, indicating progress in its drug development pipeline [1] Group 1: Product Information - The drug is named subcutaneous human immunoglobulin, with a specification of 2g/bottle (20%, 10ml) [1] - It is classified as a Class 3.2 therapeutic biological product [1] - The drug is indicated for primary immunodeficiency diseases (PID), including X-linked agammaglobulinemia, common variable immunodeficiency, and immunoglobulin G subclass deficiency [1]

Core Viewpoint - Weigao Biologics (002880.SZ) has received a clinical trial application acceptance notice from the National Medical Products Administration for subcutaneous immunoglobulin production, indicating progress in its drug development pipeline [1] Group 1: Company Developments - Weigao Biologics has been granted the acceptance notice for the clinical trial application of subcutaneous immunoglobulin (SCIG) [1] - SCIG contains broad-spectrum antibodies, specifically immunoglobulin G (IgG), which can enhance the IgG levels in patients [1] - The product aims to neutralize toxins and assist in the elimination of bacteria, viruses, and other pathogens, thereby improving the immune response and infection resistance [1]