证券代码:002880 证券简称:卫光生物 公告编号:2025-044 深圳市卫光生物制品股份有限公司 关于签署国有建设用地使用权出让合同的公告 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。 深圳市卫光生物制品股份有限公司（以下简称公司）于2025年8月15日召开 第四届董事会第二次会议，审议通过了《关于拟参与竞拍国有建设用地使用权的 议案》，同意公司参与竞拍深圳市国有建设用地使用权出让公告（深土交告〔2025〕 28号）公示的A628-0045宗地使用权。 2025年9月8日，公司披露了《关于竞得土地使用权并签署成交确认书的公告》 （公告编号：2025-043），公司参加深圳交易集团有限公司土地矿业权业务分公 司举办的光明区马田街道宗地号为A628-0045的国有建设用地使用权挂牌出让活 动，成功竞得上述地块的使用权，并签署了《成交确认书》（深土交成〔2025〕 29号）。 近日，公司与出让人深圳市规划和自然资源局光明管理局签署了《深圳市国 有建设用地使用权出让合同》[合同编号：深地合字（2025）7018号]。现将有关 情况公告如下： 一、合同的主要内容 ...

Core Viewpoint - The company successfully acquired the land use rights for a plot in Shenzhen for RMB 60.4 million, which aligns with its strategic plan to develop an intelligent industrial base [1][2]. Group 1: Land Acquisition Details - The company participated in the bidding for the land use rights of plot A628-0045, which was publicly announced by the Shenzhen Municipal Government [1]. - The land area is 69,986.43 square meters, with a usage period of 30 years [1]. - The land is categorized under the encouraged industry category for "new drug development and industrialization" as per the "Industrial Structure Adjustment Guidance Catalog (2024)" [1]. Group 2: Purpose and Impact of the Acquisition - The purpose of acquiring the land is to meet the needs of the company's intelligent industrial base project, which is in line with its development strategy and aims for high-quality growth [2]. - The funding for the land acquisition comes from the company's own or self-raised funds, ensuring no adverse impact on its main business or financial stability [2]. - Once the new industrial base is operational, the company plans to relocate its operations and will cooperate with local government authorities to vacate the current facility [2].

Major Events - Robotech plans to issue H-shares and list on the Hong Kong Stock Exchange [1] - Leo Group plans to issue H-shares and list on the Hong Kong Stock Exchange [1] Performance - Tianji shares gain high market attention for solid-state battery concept; subsidiary has obtained patents for lithium sulfide materials and their preparation methods [1][1] - Weiguang Bio has successfully acquired land use rights and signed a transaction confirmation [1] - Gansu Energy's Changle Company has officially put the 5th unit of the 2×1000 MW coal-fired unit expansion project into commercial operation [1] - Zhaoxin shares' largest shareholder did not trade company stocks during abnormal trading fluctuations [1] - Electric Alloy's shareholder plans to acquire indirect shares through block trading, involving no more than 2.4 million shares [1] - Nanchin Technology plans to issue convertible bonds to raise no more than 1.933 billion yuan for research and industrialization of power management chips in the intelligent computing field [1] - Ningbo Ocean plans to invest in the establishment of two overseas companies [1] - Jidian shares received 913 million yuan in national renewable energy subsidy funds in August [1] - Shennong Group sold 166,400 pigs in August, generating sales revenue of 285 million yuan [1] - Tianbang Food sold 529,700 commercial pigs in August, with sales revenue of 621 million yuan [1]

Core Viewpoint - The company, Weiguang Biological (002880.SZ), successfully acquired a piece of industrial land in Guangming District for 60.4 million yuan, indicating its strategic expansion in the region [1] Group 1: Company Actions - Weiguang Biological participated in a land auction held by Shenzhen Trading Group Co., Ltd. on September 5, 2025 [1] - The company won the bidding for the state-owned construction land use rights for a total price of 60.4 million yuan [1] - The acquired land has a total area of 69,986.43 square meters and is designated for general industrial use [1]

Group 1 - The company, Weiguang Biological (002880.SZ), successfully acquired the land use rights for a state-owned construction land in Guangming District, Shenzhen, for a price of 60.4 million yuan [1] - The land area is approximately 69,986.43 square meters, designated for general industrial use [1] - The acquisition was part of a public bidding event organized by Shenzhen Trading Group Co., Ltd. on September 5, 2025 [1]

Core Viewpoint - Shenzhen Wego Biological Products Co., Ltd. successfully won the bidding for state-owned construction land use rights in Guangming District, Shenzhen, for a price of RMB 60.4 million, which aligns with the company's strategic development plan for establishing an intelligent industrial base [1] Group 1: Land Acquisition Details - The company participated in the bidding for the land use rights of plot A628-0045, covering an area of 69,986.43 square meters, with a usage period of 30 years [1] - The funding for this land acquisition will come from the company's own or self-raised funds, and it does not constitute a related party transaction or a major asset restructuring as per regulations [1] Group 2: Strategic Implications - The acquisition of the land is intended to support the company's intelligent industrial base project, which is crucial for the company's high-quality development [1] - Upon completion of the new industrial base, the company plans to relocate its operations and will cooperate with the Guangming District government to facilitate the recovery of the existing factory site [1]

Group 1 - The company, Weiguang Biological (002880.SZ), successfully acquired the land use rights for a state-owned construction land in Guangming District, Shenzhen, for RMB 60.4 million [1] - The funding for this land acquisition will come from the company's own funds or self-raised funds [1] - After the completion of the intelligent industry base, the company plans to relocate its operations to the new site and will cooperate with the relevant government departments to complete the recovery of the existing factory area [1]

Group 1 - The company, Weiguang Biological (002880), successfully acquired the land use rights for a state-owned construction land in Guangming District, Shenzhen, for a price of 60.4 million RMB [1] - The acquisition took place during a public bidding event organized by Shenzhen Trading Group Co., Ltd. on September 5 [1] - The company has signed a "Transaction Confirmation" document following the successful bid [1]

公司本次参与竞得土地使用权事项的资金来源为自有资金或自筹资金，不构 成关联交易，也不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 现将有关情况公告如下： 一、地块的基本情况 （一）宗地代码：440311201007GB00106 （二）宗地号：A628-0045 （三）土地位置：光明区马田街道 证券代码:002880 证券简称:卫光生物 公告编号:2025-043 深圳市卫光生物制品股份有限公司 关于竞得土地使用权并签署成交确认书的公告 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。 深圳市卫光生物制品股份有限公司（以下简称公司）于2025年8月15日召开 第四届董事会第二次会议，审议通过了《关于拟参与竞拍国有建设用地使用权的 议案》，同意公司参与竞拍深圳市国有建设用地使用权出让公告（深土交告〔2025〕 28号）公示的A628-0045宗地使用权。 2025年9月5日，公司参加深圳交易集团有限公司土地矿业权业务分公司举办 的光明区马田街道宗地号为A628-0045的国有建设用地使用权挂牌出让活动，以 人民币60,400,000元（陆仟零肆拾万元） ...

Core Viewpoint - The blood products industry is experiencing significant performance differentiation among listed companies due to fluctuating terminal medical demand, ongoing centralized procurement policies, and intensified competition for plasma station resources [1][2]. Revenue Performance - The blood products industry has shown a clear tiered revenue structure, with leading companies benefiting from resource barriers while smaller firms struggle with revenue growth [2][3]. - Shanghai Raist achieved a revenue of 3.952 billion yuan, with a year-on-year plasma collection increase of nearly 12% [2]. - Tian Tan Bio reported a revenue of 3.110 billion yuan, a year-on-year increase of 9.47%, supported by its stable plasma collection capabilities [2]. - Hualan Bio generated a revenue of 1.798 billion yuan, up 8.8% year-on-year, with its blood products segment contributing 1.737 billion yuan, a 7.57% increase [2]. - The top three companies accounted for 74.64% of the total revenue of the eight listed companies in the industry [2]. Profitability Analysis - There is a significant disparity in net profit performance, with only two companies reporting positive year-on-year growth in net profit [4][5]. - Shanghai Raist led with a net profit of 1.03 billion yuan, while Hualan Bio saw a notable increase of 17.19% in net profit to 516 million yuan, driven by improved gross margins [4]. - Tian Tan Bio's net profit decreased by 12.88% to 633 million yuan, impacted by declining product sales prices and reduced interest income [4]. - The profitability of smaller companies is under pressure, with Baiya Bio reporting a net profit of 225 million yuan and a cash dividend plan reflecting shareholder returns [5]. - Bai Lin Bio's net profit fell by 27.89% to 236 million yuan due to capacity expansion efforts, while Wei Guang Bio's net profit slightly decreased by 2.02% to 108 million yuan [5][6]. Industry Challenges - The industry faces challenges such as weak terminal demand, ongoing centralized procurement pressures, and financial and R&D constraints [6]. - The demand for conventional products like human albumin has decreased due to adjustments in treatment rhythms at medical institutions [6]. - Centralized procurement policies continue to exert pressure on pricing, affecting revenue from related business lines [6]. - Companies are experiencing tight funding issues as they invest in expanding plasma stations and advancing new product development [6].