瑞普生物（300119.SZ）12月9日在投资者互动平台表示，投资者您好，上述相关消息不属实，公司目前 无该款产品，相关领域处于研发布局阶段，请以官方公告为准。感谢您的关注！ （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：网上流传说：瑞普生物有一款针对犬肥大细胞瘤的 MRNA肿瘤疫苗在2024年就已经上市，并于2025年已进入了瑞派、瑞鹏的连锁宠物医院采购体系，这则 消息请问是真的还是假的？ ...

Core Insights - The report maintains a positive outlook on the agricultural sector, particularly in the livestock and pet industries, while highlighting ongoing challenges in pig farming due to supply pressures and price adjustments [2][5][9]. Livestock Industry Overview - Pig farming is experiencing downward price adjustments due to increased supply from smallholders and insufficient demand for cured products, leading to a supply-demand struggle [9][18]. - The number of breeding sows decreased by 0.38% in November, indicating a potential acceleration in capacity reduction [21][9]. - As of December 4, the average price for market pigs was 11.30 CNY/kg, reflecting a week-on-week decline of 1.57% [32][33]. - The profitability of pig farming remains negative, with losses of 167.69 CNY per head for self-bred pigs and 259.39 CNY per head for purchased piglets reported [39][42]. Poultry Industry Insights - The poultry sector is seeing a rise in white chicken prices, with an average price of 7.27 CNY/kg as of December 5, up 1.11% week-on-week [40][44]. - The ongoing outbreaks of avian influenza in overseas markets are expected to benefit the white feather chicken industry in the medium to long term [40][41]. Animal Health Sector - The animal health industry is under pressure due to a decline in demand linked to the overall losses in pig farming, with significant year-on-year decreases in vaccine approvals [50]. - However, the development of new vaccines, including progress in African swine fever vaccine trials, may provide a boost to the sector [50]. Seed Industry Trends - The prices of key agricultural commodities such as wheat, corn, and soybean have shown slight increases, with wheat prices at 2515 CNY/ton, corn at 2357 CNY/ton, and soybean meal at 3111 CNY/ton as of December 5 [53][55]. - The USDA's November report indicates a decrease in global corn and soybean stocks, which may impact future pricing and availability [54][57]. Pet Industry Developments - The pet food export market faced a decline, with October exports amounting to 772 million CNY, down 15.9% year-on-year [58][60]. - Domestic sales of pet food are growing rapidly, with e-commerce sales in October increasing by 19% year-on-year, driven by strong performances from local brands [61][62]. - The Double Eleven shopping festival saw significant sales growth for domestic pet brands, indicating a shift towards local products in the market [62].

Core Insights - The animal health sector experienced a rise of 1.81% on December 8, with BioShares leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Performance - BioShares (600201) closed at 14.39, with a significant increase of 7.39% and a trading volume of 717,500 shares, amounting to a turnover of 1.014 billion yuan [1] - Other notable stocks included: - Zhongmu Co. (600195) at 8.09, up 1.25% [1] - Deyu Bio (920970) at 7.88, up 0.90% [1] - Yongshun Bio (920729) at 8.85, up 0.80% [1] - Ruipu Bio (300119) at 19.37, up 0.73% [1] Capital Flow Analysis - The animal health sector saw a net outflow of 27.984 million yuan from institutional investors, while retail investors contributed a net inflow of 4.809 million yuan [2] - The main capital flow for BioShares (600201) showed a net inflow of 26.5384 million yuan from institutional investors, despite a net outflow of 35.9123 million yuan from retail investors [3] - Other stocks like *ST Lvkang (002868) and Huisheng Bio (300871) also experienced varied capital flows, with institutional and retail investors showing different trends [3]

证券日报网讯12月2日，瑞普生物（300119）在互动平台回答投资者提问时表示，截至2025年11月28 日，公司股东总户数约2.5万户。 ...

Core Viewpoint - The animal health sector experienced a decline of 0.48% on December 1, with *ST Lvkang leading the drop, while the overall market indices showed positive performance with the Shanghai Composite Index rising by 0.65% and the Shenzhen Component Index increasing by 1.25% [1][2]. Market Performance - The closing price of *ST Lvkang was 39.35, reflecting a decrease of 3.41% with a trading volume of 30,400 shares and a transaction value of 122 million yuan [2]. - Other notable stocks in the animal health sector included: - Dayu Biological: Closing price 8.26, up 2.10% [1] - Haili Biological: Closing price 6.86, up 1.03% [1] - Qihua Biological: Closing price 15.85, up 0.51% [1] - Repu Biological: Closing price 19.83, down 0.10% [1][2]. Capital Flow - The animal health sector saw a net outflow of 29.57 million yuan from institutional investors, while retail investors contributed a net inflow of 3.27 million yuan [2][3]. - Specific stock capital flows included: - Jinhai Biological: Net inflow from institutional investors of 3.13 million yuan [3]. - Haili Biological: Net inflow from institutional investors of 2.06 million yuan [3]. - Repu Biological: Net inflow from retail investors of 2.81 million yuan [3].

Summary of Earnings Estimates for China Commodities Industry Overview - The report focuses on the **China commodities** sector, specifically covering various sub-sectors including steel, coal, cement, aluminum, copper, gold, EV metals, paper, and agriculture. Key Points in Earnings Estimates Revisions - **General Update**: Earnings estimates for China commodities have been refreshed to reflect mark-to-market price changes for Q3 2025 and the current quarter. Target price changes range from -5% to +5%, with investment ratings remaining unchanged. The changes are not viewed as material, and the overall investment thesis remains intact [1][2]. Steel Sector - **Baosteel and Maanshan-H/A**: Earnings estimates cut by 3% to 5%. Loss estimates for Angang-H/A increased by 4% for 2025E [9]. Coal Sector - **Shenhua-H/A, Yankuang-H/A, Chinacoal-H/A**: Earnings estimates updated by -3% to +5% for 2025-27E based on recent coal price trends. Chinacoal-H/A target price adjusted to HK$6.5 from HK$6.4, maintaining a Sell rating [9]. Cement Sector - **CNBM, WCC, BBMG-H/A, Conch-H/A, CRBMT**: Earnings estimates updated by -5% to +3% for 2025-27E, reflecting recent unit gross profit trends [9]. Aluminum Sector - **Chalco-H/A and Hongqiao**: Earnings estimates adjusted by -5% to +5% for 2025-27E based on mark-to-market aluminum and alumina prices. Hongqiao target price fine-tuned to HK$20.0 from HK$19.6, maintaining a Neutral rating [9]. Base Metals (Copper and Gold) - **Zijin-H/A, JXC-H/A, CMOC-H/A, MMG, Zhaojin**: Earnings estimates updated by -5% to +5% for 2025-27E to reflect mark-to-market prices of copper and other metals [9]. EV Metals - **Huayou and GEM**: Earnings estimates adjusted by -3% to +5% for 2025-27E based on mark-to-market nickel/cobalt prices and cathode spreads. Huayou's target price fine-tuned to Rmb32.6 from Rmb32.4, maintaining a Sell rating [9]. Paper Sector - **ND Paper and Sun Paper**: Earnings estimates updated by 0% to 2% for 2025-27E to reflect mark-to-market paper prices [10]. Agriculture Sector - **Hog and Feed Coverage**: Earnings estimates revised by -5% to +3% for companies like Wens, New Hope, Haid, and Dabeinong, incorporating mark-to-market hog and feed prices. For animal health and conventional seeds, estimates revised by -5% to -2% [10][13]. Target Price Methodologies and Risks - **Cement Companies**: Target prices based on historical P/B vs. ROE correlations. Key risks include weaker-than-expected construction demand and slower unauthorized cement capacity exit [14]. - **Base Metals**: Target prices based on historical P/B vs. ROE correlations. Key risks include lower commodity prices and operational risks [14]. Additional Insights - The report emphasizes the importance of considering these estimates as part of a broader investment decision-making process, highlighting potential conflicts of interest due to Goldman Sachs' business relationships with covered companies [3]. This summary encapsulates the key updates and insights from the earnings estimates for the China commodities sector, providing a comprehensive overview of the changes and their implications for investors.

Core Points - The company, Reap Bio, announced the convening of its fifth board meeting on November 28, 2025, to discuss the election of the sixth board of directors [1] - The board proposed the nomination of five non-independent director candidates: Mr. Li Shoujun, Mr. Xu Lei, Ms. Liu Ailing, Mr. Zhu Xiutong, and Ms. Li Rui [1] - Additionally, three independent director candidates were nominated: Mr. Dong Yichun, Mr. Wang Kai, and Ms. Li Ya [1]

Core Viewpoint - Reap Bio announced the convening of its fifth board meeting to discuss amendments to the company's articles of association, indicating ongoing governance and strategic adjustments [1] Company Summary - Reap Bio's revenue composition for the year 2024 is as follows: 43.12% from veterinary biological products, 33.86% from veterinary drugs, 20.63% from pet supply chain, and 2.38% from other sources [1] - As of the report, Reap Bio has a market capitalization of 9.2 billion yuan [1]

证券代码: 300119 证券简称: 瑞普生物 瑞普生物股份有限公司 独立董事提名人声明与承诺 提名人瑞普生物股份有限公司第五届董事会现就提名王凯为瑞普生物股份有限公司第 6 届董事会独立董事候选 人发表公开声明。被提名人已书面同意作为瑞普生物股份有限公司第 6 届董事会独立董事候选人（参见该独立董事候 选人声明）。本次提名是在充分了解被提名人职业、学历、职称、详细的工作经历、全部兼职、有无重大失信等不良 记录等情况后作出的，本提名人认为被提名人符合相关法律、行政法规、部门规章、规范性文件和深圳证券交易所业 务规则对独立董事候选人任职资格及独立性的要求，具体声明并承诺如下事项： 一、被提名人已经通过瑞普生物股份有限公司第 5 届董事会提名委员会或者独立董事专门会议资格审查，提名人与被 提名人不存在利害关系或者其他可能影响独立履职情形的密切关系。 √是 □否 二、被提名人不存在《中华人民共和国公司法》第一百七十八条等规定不得担任公司董事的情形。 √是 □否 √是 □否 七、被提名人担任独立董事不会违反中共中央纪委《关于规范中管干部辞去公职或者退（离）休后担任上市公司、基 金管理公司独立董事、独立监事的通知》的相 ...

证券代码：300119 证券简称：瑞普生物 公告编号：2025-093 瑞普生物股份有限公司 关于董事会换届选举的公告 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。 瑞普生物股份有限公司（以下简称"公司"）第五届董事会任期已届满，根 据《中华人民共和国公司法》《深圳证券交易所创业板股票上市规则》《深圳证 券交易所上市公司自律监管指引第2号——创业板上市公司规范运作》等法律、 法规和规范性文件及《公司章程》的有关规定，公司决定按照相关法律程序进行 董事会换届选举。 公司第六届董事会由9名董事组成，其中非独立董事6名（含职工代表董事1 名，职工代表董事将由职工代表大会另行选举产生），独立董事3名。经第五届 董事会提名委员会对董事候选人资格审核无异议后，公司于2025年11月28日召开 第五届董事会第三十次（临时）会议，审议通过了《关于公司董事会换届选举暨 提名第六届董事会非独立董事候选人的议案》《关于公司董事会换届选举暨提名 第六届董事会独立董事候选人的议案》，董事会提名第六届董事会非独立董事候 选人5人：李守军先生、徐雷先生、刘爱玲女士、朱秀同先生、李睿女士； ...