证券代码：300119 证券简称：瑞普生物 公告编号：2025-057 瑞普生物股份有限公司 关于转让控股子公司股权暨募投项目转让的进展公告 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。 一、交易概述 公司于2025年6月13日召开的第五届董事会第二十四次（临时）会议、第五 届监事会第二十次（临时）会议审议通过了《关于拟转让控股子公司股权暨募投 项目转让的议案》，同意将公司持有的湖南中岸生物药业有限公司（以下简称"中 岸生物"）48.4213%股权转让给江西双胞胎生物技术有限公司，并建立战略合作 关系，本次交易转让价款为11,475.8426万元。本次交易完成后，公司持有中岸生 物20%股权，中岸生物不再纳入公司合并报表范围。由于中岸生物是公司2021年 度向特定对象发行股票募集资金投资项目"中岸生物改扩建项目"的实施主体， 故本次交易同时涉及募投项目转让。本议案已经2025年6月30日召开的2025年第 三次临时股东大会审议通过。具体内容详见公司在巨潮资讯网披露的《关于拟转 让控股子公司股权暨募投项目转让的公告》《2025年第三次临时股东大会决议公 告》（ ...

Group 1 - The World Health Organization warns that the Chikungunya virus is spreading globally, with 119 countries reporting cases and approximately 5.5 million people at risk of infection [1] - In Foshan, Guangdong Province, over 4,000 confirmed cases of Chikungunya have been reported, with Shunde District accounting for 3,627 cases, all of which are mild [1] Group 2 - Domestic animal health mRNA vaccines are entering a clinical boom, with recent approvals for clinical trials of mRNA vaccines for pig diarrhea and cat infectious peritonitis [2] - The rapid approval of mRNA vaccines reflects an accelerating trend in the application of mRNA technology in animal health, although the high development barriers pose risks for investors [2] Group 3 - Huaxi Bio issued a statement addressing false information circulating online, emphasizing the malicious nature of the claims and the background of the individual responsible for the misinformation [3] - The company's swift response highlights its commitment to managing reputation risks, especially in the sensitive beauty and medical aesthetics industry [3] Group 4 - Guangsheng Tang announced the successful enrollment of the first subject in the Phase III clinical trial for its innovative hepatitis B treatment, GST-HG141, marking a significant milestone in its development [4] - GST-HG141 is a novel hepatitis B core protein/capsid regulator and is the first of its kind with global intellectual property rights held by Guangsheng Tang [4]

Investment Rating - The overall industry investment rating is "Positive" [48] Core Viewpoints - The report emphasizes the impact of anti-involution policies on capacity regulation, which is beneficial for the livestock industry [6][22] - The agricultural sector has shown strong performance, with the agricultural index rising by 3.61% compared to the broader market indices [27] - The report highlights the long-term investment value of companies in the livestock sector, as their valuations are at historical lows [23] Summary by Relevant Sections Livestock Industry - **Swine**: The national average price for live pigs is 14.12 CNY/kg, down 0.15 CNY from last week. The average price for 15 kg piglets is 33.86 CNY/kg, down 0.17 CNY [6][22] - **Poultry**: The average price for white feather broilers is 3.35 CNY/lb, up 0.15 CNY from last week. The average price for white chickens is 13.7 CNY/kg, up 0.3 CNY [9][22] - **Yellow Chickens**: The average price for yellow chickens is 9.79 CNY/kg, down 0.88 CNY from last month. The industry is experiencing a rise in production capacity [10][25] - **Animal Health**: The animal health industry is recovering from a low point, with significant performance improvements noted in major companies [11][25] Planting Industry - **Seed Industry**: Policies are continuously improving, and the commercialization of genetically modified technology is accelerating, which is expected to boost sales and prices for quality seed companies [12][26] - **Planting**: Grain prices are experiencing short-term adjustments, with corn averaging 2441 CNY/ton, down 10 CNY from last week, while wheat is at 2442 CNY/ton, up 1 CNY [13][26] Recommended Companies - **Buy Ratings**: - Zhongchong Co., Ltd. [4] - Muyuan Foods [4] - Suqian Agricultural Development [4]

Core Viewpoint - Tianjin Reap Bio-Tech Co., Ltd. has received clinical trial approval for its mRNA vaccine for porcine epidemic diarrhea virus (RPS1903), marking a significant advancement in the domestic animal vaccine sector [2] Company Summary - The mRNA vaccine is the first of its kind for economic animals in China, indicating that the company has developed a mature veterinary mRNA vaccine research platform, which will help expand its product line and development space [2] - The vaccine demonstrates a 98.7% success rate in immunization during preclinical trials, significantly outperforming traditional vaccines, which have an 85.3% success rate [3] - The mRNA vaccine utilizes advanced delivery technology and can potentially encode multiple pathogen antigens, laying the groundwork for the development of multivalent vaccines [3] Industry Summary - The animal vaccine market in China reached a size of $2.5 billion in 2022, remaining stable compared to 2021, but saw a slight decline to $2.373 billion in 2023, indicating a structural upgrade trend in the industry [3] - The market is expected to exceed $3.8 billion by 2029, with a compound annual growth rate (CAGR) of 6.8%, driven by the commercialization of African swine fever vaccines and increased penetration of pet vaccines [5] - The development of new vaccine technologies, such as mRNA and genetically engineered vaccines, is providing more efficient and safer solutions for animal disease prevention and control [3]

Group 1: Company Announcements - Guangshen Railway signed a cooperation agreement for the Guangzhou East Station renovation project with a total investment of approximately 16.66 billion yuan, including a reconstruction compensation investment of about 2.228 billion yuan [1] - Fushun Special Steel announced that Ningbo Meishan Bonded Port Area Jincheng Shazhou intends to make a partial tender offer to acquire 5% of the company's shares at a price of 5.6 yuan per share [2] - China Duty Free Group reported a net profit of 2.6 billion yuan for the first half of 2025, a year-on-year decrease of 20.81%, with total operating revenue of 28.151 billion yuan, down 9.96% [3] - Gaozheng Mining announced that its controlling shareholder, Cangjian Group, reduced its shareholding by 2.76 million shares, bringing its stake down to 57.6% [4] - Sanfeng Intelligent reported that its director Chen Wei is under investigation, but the company's operations remain normal [5] - Guangsheng Group's innovative hepatitis B treatment drug GST-HG141 has successfully enrolled its first participant in a Phase III clinical trial [6] - Western Gold announced plans to acquire 100% of Xinjiang Meisheng for 1.655 billion yuan, with a premium of 1421.66% over the book value [7] - Huqin Technology announced that shareholders holding more than 5% plan to reduce their holdings by up to 4% of the company's shares [8] - Dongshan Precision's subsidiary plans to invest up to 1 billion USD in a high-end printed circuit board project [10] - Yitian Intelligent plans to jointly invest in a private equity fund focusing on artificial intelligence and computing power, with a total subscription amount of 2 billion yuan [11] - *ST Wanfang is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [12] - Ruibeka and its controlling shareholder are also under investigation by the CSRC for similar reasons [13] - BioShares' subsidiary received clinical trial approval for a cat infectious peritonitis mRNA vaccine [14] - Ruipu Bio received the first clinical trial approval for an mRNA vaccine for economic animals in China [15] - Shengke Communication announced that a major fund plans to reduce its holdings by up to 3% of the company's shares [16] - ShenKai Co. announced a capital increase of 15 million yuan in Shandong Future Robotics, a deep-sea operation robot company [18] - Shouchuang Securities plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance capital strength [19] Group 2: Financial Performance - Western Mining reported a net profit of 1.869 billion yuan for the first half of the year, a year-on-year increase of 15% [20] - Digital Certification expects a loss of 80 million to 96 million yuan for the first half of the year [21] Group 3: Major Contracts and Share Buybacks - China Communications Construction Company signed new contracts worth 991.054 billion yuan in the first half of the year, a year-on-year increase of 3.14% [22] - Zhejiang Communications Technology's subsidiary won two projects totaling over 3.4 billion yuan [23] - Feilong Co. received a notification from SAIC Motor for a designated sales agreement, expecting sales revenue of over 400 million yuan during its lifecycle [24] - Liuyuan Group plans to repurchase shares worth 100 million to 200 million yuan [25] - Meikailong's shareholders plan to reduce their holdings by no more than 3.0011% of the company's shares [26]

Group 1 - Liu Pharmaceutical Group plans to repurchase shares worth between 100 million and 200 million yuan, with a maximum repurchase price of 25.70 yuan per share [1] - Dongshan Precision intends to invest up to 1 billion USD to build a high-end printed circuit board project to meet the long-term demand for high-end printed circuit boards in emerging scenarios such as AI [1] - Bomaike reported a net profit of 12.39 million yuan for the first half of the year, a year-on-year decline of 80.42% [2] Group 2 - Western Mining achieved a net profit of 1.869 billion yuan in the first half of the year, a year-on-year increase of 15% [2] - Fuliwang expects a net loss of approximately 17 million yuan for the first half of the year, a decrease of 137.12% compared to the same period last year [2] - Digital Certification anticipates a net loss of between 80 million and 96 million yuan for the first half of the year, compared to a loss of 29.25 million yuan in the same period last year [3] Group 3 - Shanghai Construction reported a net profit of 710 million yuan for the first half of the year, a year-on-year decrease of 14.04% [5] - Funneng Co. achieved a net profit of 1.337 billion yuan in the first half of the year, a year-on-year increase of 12.48% [6] - Tengda Construction's total contract amount for the first half of the year decreased by 17.55% year-on-year [7] Group 4 - Fudan Fuhua decided to terminate the public transfer of a 28% stake in a subsidiary due to the lack of a deposit from potential buyers [9] - Fulei Ant's subsidiary has decided to cease operations due to intense competition in the photovoltaic industry and ongoing losses [11] - Dongfang Ocean's subsidiary received a medical device registration certificate for a folic acid testing kit [14] Group 5 - Huayu Pharmaceutical's subsidiary received overseas listing approvals for several products [16] - Feima International received a performance commitment compensation of 437 million yuan from its controlling shareholder [16] - Guangshen Railway signed a cooperation agreement for the Guangzhou East Station renovation project with a total investment of approximately 16.66 billion yuan [16] Group 6 - Anhui Construction won the bid for the S68 Jingde to Jixi Expressway project with an estimated total investment of 5.7 billion yuan [18] - China Communications Construction Company signed new contracts worth 991.054 billion yuan in the first half of the year, a year-on-year increase of 3.14% [19] - Kehui Co. plans to use up to 70 million yuan of idle funds for cash management [22] Group 7 - Biological Shares' subsidiary received a clinical trial approval for a cat mRNA vaccine, the first of its kind in China [23] - Ruipu Biological received a clinical trial approval for a pig mRNA vaccine, which is the first economic animal mRNA vaccine in China [24] - Nanjing New Hundred's major assets were judicially frozen due to liquidity debt crisis faced by its controlling shareholder [27] Group 8 - Changshu Bank plans to merge three village banks and establish branches, pending shareholder approval [28] - Yong'an Pharmaceutical plans to reduce its holdings by up to 2.6323 million shares [29] - Zhujiang Co. received approval from the Shanghai Stock Exchange for a stock issuance to specific targets [31] Group 9 - Sanyangma's subsidiary signed a 120 million yuan procurement contract for sensor products [33] - Jintou City Development plans to purchase a villa property for approximately 7.1854 million yuan [35] - Yuanli Co. intends to acquire 100% of Tongsheng Co. through a combination of cash and stock issuance [36] Group 10 - Xin'an Century's controlling shareholder plans to reduce holdings by up to 2.22% of the company's shares [36] - Fute Technology plans to raise up to 528 million yuan through a private placement for various projects [36] - Helen Piano's actual controller is set to change, with stock resuming trading [37] Group 11 - Weiergao expects a net profit increase of 12.55% to 30.87% for the first half of the year [38] - Saiwei Microelectronics plans to transfer up to 18% of its shares through an agreement [40] - Yongli Co. intends to acquire a 22.75% stake in a subsidiary [42] Group 12 - ST Xiachuang plans to publicly transfer a 20% stake in Guangdong Yuweiji [43] - Dema Technology's shareholders plan to transfer 778.84 million shares through an inquiry [45] - Zhongshi Technology's shareholders plan to reduce holdings by up to 2.86% of the company's shares [46] Group 13 - Wufang Optoelectronics' controlling shareholder plans to reduce holdings by up to 0.93% of the company's shares [48] - Fusenmei's chairman has been detained, temporarily unable to fulfill his duties [49] - Reliable Co.'s shareholders plan to reduce holdings by a total of up to 2.63% of the company's shares [51] Group 14 - Gao Neng Environment plans to repurchase shares worth between 100 million and 150 million yuan [53]

Core Viewpoint - The company has received the first clinical trial approval for an mRNA vaccine for economic animals in China, marking a significant milestone in its veterinary mRNA vaccine development platform [1] Group 1: Company Developments - The company, 瑞普生物, announced that it has obtained a clinical trial approval from the Ministry of Agriculture and Rural Affairs for its mRNA vaccine targeting porcine epidemic diarrhea virus (RPS1903) [1] - This approval signifies that the company possesses a mature research and development platform for veterinary mRNA vaccines, which is expected to broaden its product line and development opportunities [1] Group 2: Industry Context - The approval of the mRNA vaccine is a pioneering step in the domestic market for economic animals, indicating a potential shift in veterinary vaccine development [1] - It is important to note that after obtaining clinical trial approval, the vaccine must complete clinical trials and submit for registration, which involves review and approval by the Ministry of Agriculture and Rural Affairs before it can be marketed [1]

Core Viewpoint - The announcement indicates that the company has received clinical trial approval for its mRNA vaccine targeting porcine epidemic diarrhea virus, marking a significant milestone in the veterinary vaccine sector in China [1] Group 1 - The company has obtained the clinical trial approval for the porcine epidemic diarrhea virus mRNA vaccine (RPS1903) from the Ministry of Agriculture and Rural Affairs [1] - This approval represents the first clinical trial permit for an mRNA vaccine for economic animals in China [1] - The achievement highlights the company's established mRNA vaccine research and development platform for veterinary use, which is expected to broaden its product line and development potential [1] Group 2 - The approval is anticipated to enhance the company's visibility and influence within the industry [1]

证券代码：300119 证券简称：瑞普生物 公告编号：2025-056 瑞普生物股份有限公司 近日，瑞普生物股份有限公司（以下简称"公司"）收到了农业农村部颁发 的猪流行性腹泻病毒 mRNA 疫苗（RPS1903）临床试验批件（批件号：2025061）， 现将相关情况公告如下： 一、临床批件主要内容 | 项目名称 | 猪流行性腹泻病毒 疫苗（RPS1903）临床试验 mRNA | | --- | --- | | 受理号 | 07020020250519-52 | | 审批结论 | 同意申请单位在有效期限内在批准的试验地点进行临床试验 | | 申请单位名称 | 瑞普生物股份有限公司、天津瑞普生物技术股份有限公司空港经 | | | 济区分公司、瑞普（保定）生物药业有限公司 | | 临床试验承担单位 | 天津渤海农牧产业联合研究院有限公司 | 二、项目的主要情况 猪流行性腹泻，是由猪流行性腹泻病毒引起的一种高度接触性肠道传染病。 该病毒主要侵蚀猪的肠道，致使病猪出现严重腹泻、呕吐、脱水等症状，尤其对 新生仔猪的致死率极高。一旦猪场爆发猪流行性腹泻，病毒会迅速在猪群中传播， 造成大量仔猪死亡，给养殖户带来巨大的经济损 ...

Group 1: Non-ferrous Metals - Tin Industry - The company, Xiyie Co., is a global leader in the tin and indium industry, expected to benefit significantly from the rising price center, leading to profit enhancement. The company has excellent resource endowments with substantial growth potential in tin, tungsten, and indium production [2][4]. - The domestic market share of the company in tin metal is projected to reach 47.98% in 2024, with a global market share of 25.03%, positioning it as the top tin producer worldwide. The company plans to invest 101 million yuan in exploration, adding 52,400 tons of non-ferrous metal resources in 2024 [4]. - The company is actively pursuing both internal resource development and external partnerships to enhance its industry chain advantages, with a production scale of 1.5 million tons/year for tin and 560,000 tons/year for tungsten planned [4][5]. Group 2: Agriculture - Animal Health Industry - Ruip Bio is a leading player in the domestic animal health industry, with robust growth in both livestock and pet health segments. The company is expected to see steady progress in livestock health and rapid growth in pet health products, with a projected market size of 20.95 billion yuan for pet medicine by 2024 [6][7]. - The company has achieved a compound annual growth rate of over 16% in revenue from 2015 to 2024, with total revenue expected to reach 3.07 billion yuan in 2024. The company has established a strong presence in over 70 cities through strategic acquisitions and partnerships [7]. - The company is focusing on enhancing its product matrix in pet health, with a significant emphasis on vaccine development, including a breakthrough in the cat trivalent vaccine, which is expected to double revenue in 2025 [6][7]. Group 3: Communication - New Yi Sheng - New Yi Sheng has raised its earnings forecast and target price, maintaining a buy rating. The company is expected to achieve a net profit of 3.7 to 4.2 billion yuan in the first half of 2025, representing a year-on-year growth of 327.68% to 385.47% [9][10]. - The company is expanding its production capacity, with the first phase of its factory in Thailand completed in the first half of 2023 and the second phase expected to be operational in early 2025. The demand for 1.6T products is anticipated to begin ramping up in the second half of 2025 [10].