该项目的建设实施，是公司立足现有核心优势，从血液制品领域向生物医药前沿赛道延伸拓展的重要战 略举措，有利于公司进一步完善生物医药领域战略布局，培育新的业务增长点，增强公司差异化竞争优 势，是公司实现战略升级、推动高质量发展的重要抓手。 该项目拟建设以国内市场为核心基础、同步辐射全球市场的细胞与基因治疗(CGT)市场化公共服务平 台，以"赋能CGT市场化、标准化发展"为核心定位，聚焦"质粒-病毒载体-细胞药物"全产业链布局，打 造符合GMP标准的生产与检测体系，打破行业瓶颈，降低产业门槛，加速技术转化，构建可持续发展 的商业生态，打造全国最具创新示范效应的CGT公共服务平台。 智通财经APP讯，卫光生物(002880.SZ)发布公告，公司拟与深圳市深业生物医药产业发展有限公司(简 称深业生物)、深圳细胞谷生物医药有限公司(简称深圳细胞谷)及深圳赛桥生物创新技术有限公司(简称 赛桥生物)共同出资设立深圳市羲和生命科技有限责任公司(暂定名，以工商部门最终登记结果为准。简 称羲和生命科技或项目公司)，建设深圳市细胞与基因治疗市场化公共服务平台。羲和生命科技初始注 册资本为1亿元，公司认缴4000万元，占羲和生命科技股 ...

卫光生物2月4日公告，公司拟与深圳市深业生物医药产业发展有限公司、深圳细胞谷生物医药有限公司 及深圳赛桥生物创新技术有限公司共同出资设立深圳市羲和生命科技有限责任公司（暂定名，以工商部 门最终登记结果为准。以下简称羲和生命科技或项目公司），建设深圳市细胞与基因治疗市场化公共服 务平台。羲和生命科技初始注册资本为1亿元人民币，公司认缴4,000万元，占羲和生命科技股权比例为 40%。 ...

证券代码:002880 证券简称:卫光生物 公告编号:2026-003 深圳市卫光生物制品股份有限公司 关于对外投资的自愿性披露公告 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。 特别风险提示： 1. 公司本次与有关合作方共同出资设立项目公司，建设深圳市细胞与基因治疗 市场化公共服务平台。公司认缴出资4,000万元，占项目公司股权比例为40%。认缴 出资金额占公司最近一期经审计净资产的比例为1.81%。 2. 项目公司设立后将不纳入公司合并报表范围，并严格按照会计准则的相关规 定进行会计核算。本次对外投资对公司当期财务状况及经营成果不会产生重大不利 影响。 深圳市卫光生物制品股份有限公司（以下简称公司）于2026年2月3日召开第四 届董事会第七次会议，审议通过了《关于投资建设深圳市细胞与基因治疗市场化公 共服务平台的议案》。现将有关情况公告如下： 一、对外投资概述 公司拟与深圳市深业生物医药产业发展有限公司（以下简称深业生物）、深圳 细胞谷生物医药有限公司（以下简称深圳细胞谷）及深圳赛桥生物创新技术有限公 司（以下简称赛桥生物）共同出资设立深圳市羲和生命科技 ...

证券代码:002880 证券简称:卫光生物 公告编号:2026-002 深圳市卫光生物制品股份有限公司 第四届董事会第七次会议决议公告 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。 具体内容详见同日刊登在指定信息披露媒体及巨潮资讯网(www.cninfo.com.cn) 的《关于对外投资的自愿性披露公告》。 表决结果：同意9票，反对0票，弃权0票。 三、备查文件 深圳市卫光生物制品股份有限公司（以下简称公司）第四届董事会第七次会 议于2026年2月3日，在公司办公楼四楼会议室以现场结合通讯的方式召开。本次 会议应参加董事9名，实际参加董事9名，公司高级管理人员列席了会议。本次会 议由董事长张战先生主持，会议的召集、召开和表决程序符合《公司法》等有关 法律、法规及《公司章程》的规定。 二、董事会会议审议情况 会议经审议，书面表决，审议通过了以下议案： 审议通过了《关于投资建设深圳市细胞与基因治疗市场化公共服务平台的议 案》。 董事会经审议同意公司与深圳市深业生物医药产业发展有限公司（以下简称 深业生物）、深圳细胞谷生物医药有限公司（以下简称深圳细胞谷）及深圳赛 ...

Market Overview - The biopharmaceutical sector increased by 0.65% on February 4, with Weiguang Bio leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Individual Stock Performance - Weiguang Bio (002880) closed at 30.72, up 7.79% with a trading volume of 106,600 shares and a transaction value of 320 million yuan [1] - Kanglaweishi (920575) closed at 11.07, up 5.63% with a trading volume of 105,200 shares and a transaction value of 114 million yuan [1] - Kangchen Pharmaceutical (603590) closed at 41.61, up 5.61% with a trading volume of 50,700 shares and a transaction value of 208 million yuan [1] - Other notable performers include Zhifei Biological (300122) up 2.61%, Kanghong Pharmaceutical (002773) up 2.31%, and Watson Bio (300142) up 1.92% [1] Capital Flow Analysis - The biopharmaceutical sector experienced a net outflow of 159 million yuan from institutional investors, while retail investors saw a net inflow of 187 million yuan [2] - The overall retail investor net outflow was 28.35 million yuan [2] Detailed Capital Flow for Selected Stocks - Wanze Co. (000534) had a net inflow of 67.22 million yuan from institutional investors, while retail investors experienced a net outflow of 99.26 million yuan [3] - Kangtai Biological (300601) saw a net inflow of 15.17 million yuan from institutional investors, with retail investors also experiencing a net outflow [3] - Shanghai Laisai (002252) had a net inflow of 14.01 million yuan from institutional investors, while retail investors faced a net outflow [3]

Market Overview - The biopharmaceutical sector experienced a decline of 1.3% on January 29, with Hualan Vaccine leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Individual Stock Performance - Weigao Bio (002880) saw a closing price of 30.07, with an increase of 4.59% and a trading volume of 88,100 shares, totaling a transaction value of 266 million yuan [1] - Changchun High-tech (000661) closed at 98.30, up 0.92%, with a trading volume of 64,700 shares and a transaction value of 629 million yuan [1] - Other notable performers include Boya Bio (300294) and Zhifei Biological (300122), both with a closing price increase of 0.92% and 0.73% respectively [1] Declining Stocks - Hualan Bio (301207) reported a significant decline of 9.05%, closing at 22.62, with a trading volume of 300,600 shares and a transaction value of 689 million yuan [2] - Junshi Biosciences (688180) fell by 6.02%, closing at 36.82, with a trading volume of 266,100 shares and a transaction value of 1 billion yuan [2] - Other stocks such as Jinkang (688670) and Bohui Innovation (300318) also experienced declines of 5.81% and 4.95% respectively [2] Capital Flow Analysis - The biopharmaceutical sector saw a net outflow of 866 million yuan from institutional investors, while retail investors contributed a net inflow of 682 million yuan [2] - Notable net inflows from retail investors were observed in stocks like Shanghai Laishi (002252) and Weigao Bio (002880) [3] - Conversely, stocks such as Zhixiang Quantai (688443) and Weigao Bio (002880) experienced significant net outflows from institutional and speculative investors [3]

Group 1 - The biopharmaceutical sector experienced a decline of 1.98% on January 28, with Baipusais leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] - Notable gainers in the biopharmaceutical sector included Kanghua Biological, which rose by 3.02% to a closing price of 74.70, and Liaoning Chengda, which increased by 2.55% to 12.86 [1] Group 2 - Baipusais saw a significant drop of 10.57%, closing at 58.18, with a trading volume of 57,400 shares and a transaction value of 342 million [2] - Other notable decliners included Kangla Weishi, down 6.16% to 10.97, and Jinchuan Protein, down 5.90% to 46.58 [2] - The biopharmaceutical sector experienced a net outflow of 1.252 billion in main funds, while retail investors saw a net inflow of 653 million [2] Group 3 - Rongchang Biological had a net inflow of 38 million from main funds, representing 6.49% of its total, while it faced a net outflow of 58.99 million from retail investors [3] - Liaoning Chengda also saw a net inflow of 14.86 million from main funds, but a net outflow of 15.01 million from retail investors [3] - The overall trend indicates a mixed sentiment in the biopharmaceutical sector, with main funds withdrawing while retail investors are actively buying [3]

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]