Core Insights - The company reported a revenue of 5.047 billion yuan for the first three quarters, representing a year-on-year decline of 3.41% [1] - The net profit attributable to shareholders reached 300 million yuan, showing a significant year-on-year increase of 385.3% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 256 million yuan, reflecting a remarkable year-on-year growth of 1,659% [1]

Investment Announcements - Yueda Investment has established a joint venture with China Resources Power and others to invest in offshore wind power projects, holding a 20% stake in a 308MW project and a 30% stake in a 407MW project, with total investments of 200 million yuan and 390 million yuan respectively [3] - Shannon Chip has announced significant stock price volatility, with a cumulative deviation of over 200% in closing prices over 30 trading days, indicating potential irrational speculation and high trading risks [4] - Cambridge Technology has set the final price for its H-share issuance at HKD 68.88, with plans to list on the Hong Kong Stock Exchange on October 28, 2025 [5] - Hunan Development plans to invest approximately 2.4 billion yuan in a photovoltaic power generation project in Jiahe County, with a planned capacity of 800MW, to be constructed in phases from 2026 to 2029 [6] - Changjiang Electric Power's controlling shareholder has received a loan commitment of up to 7.2 billion yuan for stock repurchase, with plans to buy back shares worth between 4 billion and 8 billion yuan over the next 12 months [7] - Huitong Co. plans to invest 81 million yuan in a high-temperature nylon and PEEK polymer project, leasing a facility in Shanghai for the project [8] - Weston plans to acquire a 36.7483% stake in Liangtou Technology and invest an additional 53.27 million yuan, resulting in a total investment of 160 million yuan, making Liangtou a subsidiary [9] - Huamai Technology has terminated plans for a change in control and will resume trading on October 27 [10] Financial Performance - Jincai Hulin reported a net profit increase of 1697.84% year-on-year for the first three quarters, with a net profit of 57.52 million yuan despite a revenue decline of 17.32% [13] - Morning Light Bio's net profit increased by 385.3% year-on-year for the first three quarters, with a net profit of 304 million yuan despite a slight revenue decline [14] - Donggang Co. reported a net profit increase of 373.51% year-on-year for the third quarter, with a net profit of 44.63 million yuan [15] - Xinjiang Tianye's net profit increased by 363.19% year-on-year for the third quarter, with a net profit of 15.76 million yuan [16] - Jinkai Biotechnology reported a net profit increase of 339.92% year-on-year for the third quarter, with a net profit of 31.67 million yuan [17] - Antong Holdings reported a net profit increase of 311.77% year-on-year for the first three quarters, with a net profit of 664 million yuan [18] - Wentai Technology reported a net profit increase of 265.09% year-on-year for the first three quarters, with a net profit of 1.513 billion yuan [19] - Pinming Technology reported a net profit increase of 267.42% year-on-year for the first three quarters, with a net profit of 48.43 million yuan [21] - Chahua Co. reported a revenue increase of 240.5% year-on-year for the third quarter, with a net profit of 9.55 million yuan [22] - Chuangyao Technology reported a net profit increase of 208.96% year-on-year for the third quarter, with a net profit of 36.82 million yuan [23] - Yueda Investment reported a net profit increase of 200.05% year-on-year for the first three quarters, with a net profit of 75.55 million yuan [24] - Chifeng Gold reported a net profit increase of 140.98% year-on-year for the third quarter, with a net profit of 951 million yuan [25] - Xiamen Tungsten reported a net profit increase of 109.85% year-on-year for the third quarter, with a net profit of 810 million yuan [26] - Luoyang Molybdenum reported a net profit increase of 72.61% year-on-year for the first three quarters, with a net profit of 14.28 billion yuan [27] - CITIC Securities reported a net profit increase of 37.86% year-on-year for the first three quarters, with a net profit of 23.16 billion yuan [28] - Hualuo Co. reported a net profit decline of 35.35% year-on-year for the first three quarters, with a net profit of 329 million yuan [29] - Quartz Co. reported a net profit decline of 56.81% year-on-year for the first three quarters, with a net profit of 135 million yuan [30] - Beiqi Blue Valley reported a loss of 3.43 billion yuan for the first three quarters [31] - Juxing Agriculture reported a loss of 74.02 million yuan for the third quarter [32] - Tongwei Co. reported a loss of 5.27 billion yuan for the first three quarters [33] Strategic Partnerships - Greeenmei has signed a strategic cooperation framework agreement with Xiamen Tungsten New Energy for the supply of advanced battery raw materials, with an expected supply of 150,000 tons annually from 2026 to 2028, totaling 450,000 tons [35]

Group 1 - The core point of the article is that Chenguang Biotech (SZ 300138) announced a provision for impairment losses amounting to 24.8961 million yuan for the first three quarters of 2025, which will reduce the company's total profit and equity by the same amount [1] - The company's revenue composition for the year 2024 is entirely from the agricultural and sideline food processing industry, specifically plant extracts, accounting for 100% [1] - As of the report date, Chenguang Biotech has a market capitalization of 7 billion yuan [1] Group 2 - The article also highlights the booming secondary market for biopharmaceuticals in China, with overseas licensing deals reaching 80 billion USD this year, while the primary market is experiencing a fundraising slowdown [1]

证券代码：300138 证券简称：晨光生物 公告编号：2025—117 于报告期末对公司及子公司各类存货、固定资产、无形资产等资产进行了检 查和减值测试，对各类存货的可变现净值、固定资产及无形资产的可变现性进行 了充分的分析和评估，公司对 2025 年 9 月 30 日合并报表范围内各类资产计提资 产减值准备 2,489.61 万元（净计提额）。具体如下： 备注：分项数据与合计数据的尾数差系四舍五入影响所致。 3、本次计提资产减值准备的确认标准及计提方法 公司根据《企业会计准则第 1 号——存货》要求，在资产负债表日，存货按 照成本与可变现净值孰低计量。存货跌价准备按单个存货项目的成本高于其可变 现净值的差额提取。计提存货跌价准备后，如果以前减计存货价值的影响因素已 晨光生物科技集团股份有限公司 关于计提资产减值准备的公告 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。 一、本次计提资产减值准备情况概述 1、本次计提资产减值准备的原因 晨光生物科技集团股份有限公司（简称"公司"）根据《企业会计准则》及 公司会计政策的相关规定，为了更加真实、准确地反映公司的资产 ...

每经AI快讯，晨光生物（SZ 300138，收盘价：14.41元）10月24日晚间发布三季度业绩公告称，2025年 前三季度营收约50.47亿元，同比减少3.41%；归属于上市公司股东的净利润约3.04亿元，同比增加 385.3%；基本每股收益0.63元，同比增加425%。 截至发稿，晨光生物市值为70亿元。 （记者 王晓波） 每经头条（nbdtoutiao）——中国创新药，今年海外授权已卖出800亿美元！对话创东方投资合伙人卢 刚：生物医药二级市场火热，一级市场为何募资遇冷？ ...

一、 审议通过了《关于<2025 年第三季度报告>的议案》 表决结果：同意七票；反对零票；弃权零票。 公司 2025 年第三季度报告已同期披露于巨潮资讯网。 证券代码：300138 证券简称：晨光生物 公告编号：2025—115 晨光生物科技集团股份有限公司 第五届董事会第二十次会议决议公告 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。 晨光生物科技集团股份有限公司（以下简称"公司"）董事会于 2025 年 10 月 18 日以专人送达、邮件方式向全体董事发出第五届董事会第二十次会议通知， 会议于 2025 年 10 月 23 日在公司会议室以现场与通讯相结合的方式召开。本次 会议由董事长卢庆国先生主持，应出席会议董事七人，实际出席会议董事七人（董 事长卢庆国，董事卢颖，独立董事戴小枫、厉梁秋、牛翃以通讯表决方式参加）， 公司高级管理人员列席了本次会议，本次会议召开符合《公司法》《公司章程》 等有关规定。经与会董事研究、讨论，审议通过以下议案： 特此公告 晨光生物科技集团股份有限公司 董事会 2025 年 10 月 25 日 ...

晨光生物公告，第三季度营收为13.9亿元，同比下降19.88%；净利润为8885.77万元，同比增长 338.68%。前三季度营收为50.47亿元，同比下降3.41%；净利润为3.04亿元，同比增长385.30%。 ...

晨光生物科技集团股份有限公司 2025 年第三季度报告 证券代码：300138 证券简称：晨光生物 公告编号：2025-116 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第三季度财务会计报告是否经过审计 □是 否 晨光生物科技集团股份有限公司 2025 年第三季度报告 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。 重要内容提示： 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同 | 年初至报告期末 | 年初至报告期末 | | --- | --- | --- | --- | --- | | | | 期增减 | | 比上年同期增减 | | 营业收入（元） | 1,389,706,738.86 | -19.88% | 5,047,254,465.57 | -3.41 ...

Core Viewpoint - The company, Morning Light Bio, announced a change in the representative responsible for the ongoing supervision of its public offering of convertible bonds, with a new representative appointed by the sponsor, Zhongyuan Securities [2] Group 1 - Morning Light Bio received a notice from Zhongyuan Securities regarding the replacement of the supervising representative for its public offering of convertible bonds [2] - The previous representative, Mr. Feng Jiangtao, will no longer serve due to a work change, and Ms. Bai Lin has been appointed as the new supervising representative [2] - The new representative will continue to fulfill the ongoing supervision responsibilities during the bond issuance period [2]

公司董事会对封江涛先生在公司持续督导期间所作的工作表示衷心的感谢。 特此公告 晨光生物科技集团股份有限公司 董事会 2025 年 10 月 23 日 证券代码：300138 证券简称：晨光生物 公告编号：2025—114 晨光生物科技集团股份有限公司 关于更换持续督导保荐代表人的公告 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。 晨光生物科技集团股份有限公司（以下简称"公司"或"晨光生物"）于近 日收到公司公开发行可转换公司债券的持续督导保荐机构中原证券股份有限公 司（以下简称"中原证券"）出具的《关于更换晨光生物持续督导保荐代表人的 函》，获悉中原证券原委派的保荐代表人封江涛先生因工作变动不再继续担任公 司公开发行可转换公司债券持续督导期间的保荐代表人，中原证券决定委派保荐 代表人白林女士接替封江涛先生担任公司持续督导期间的保荐代表人，继续履行 持续督导职责。 本次保荐代表人变更后，公司公开发行可转换公司债券的持续督导保荐代表 人为钟坚刚先生和白林女士，持续督导期至中国证券监督管理委员会和深圳证券 交易所规定的持续督导义务结束为止。 附件：白林简历 白林女 ...