展会期间，沃森生物团队充分利用该平台，积极拓展全球"朋友圈"。公司与来自中东、中亚、拉美、非 洲、东欧、南亚、东南亚等关键市场的20余家现有客户进行了卓有成效的会谈，巩固并推进了既有的合 作关系。同时，沃森生物也与数十家潜在客户成功对接，围绕公司现有产品及产品管线与未来合作可能 性展开了深入探讨，为后续市场拓展奠定了基础。 沃森生物的国际化步伐稳健而深远，其产品已赢得广泛国际认可。截至目前，沃森生物的产品已成功出 口至全球24个国家。公司的国际化业务版图持续扩大，同步推进30余个国际产品注册项目，覆盖约20个 国家。 从米兰到法兰克福，连续两年的深度参与，见证了沃森生物在全球市场影响力的持续提升。未来，沃森 生物将携手全球合作伙伴，为构建人类卫生健康共同体贡献更多"沃森力量"。（钟新） 来源：经济参考报 2025年法兰克福世界制药原料展（CPHI）近日在德国举办。中国疫苗企业沃森生物再度亮相这一行业 盛会。本次参展，沃森生物展位面积与展示效果均实现显著提升，与全球伙伴进行了深入交流，成果丰 硕。 本届CPHI展会主题是"塑造制药业的未来"，展会盛况空前，汇聚了来自166个国家和地区的2400家展商 及约6.2 ...

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇11月4日｜华兰疫苗涨18%，沃森生物(300142)、特一药业(002728)、华兰生物(002007)、蔚蓝生 物(603739)、亨迪药业、万泰生物、百克生物等跟涨。 ...

融资融券余额18.96亿元，较昨日上涨0.17%。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-11-03 | 299.82万 | 18.85 亿 | 9.99% | | 2025-10-31 | 2487.93万 | 18.82亿 | 9.89% | | 2025-10-30 | 202.21万 | 18.57亿 | 10.15% | | 2025-10-29 | -457.72万 | 18.55 Z | 10.12% | | 2025-10-28 | -1446.23万 | 18.60亿 | 10.53% | 融券方面，当日融券卖出2.64万股，融券偿还3500.0股，融券净卖出2.29万股，融券余量88.47万股，近3 个交易日已连续净卖出累计6.76万股，近20个交易日中有12个交易日出现融券净卖出。 | 交易日 | 融券冷卖出(股) | | 融券余量(股) | 融券余额(元) | | --- | --- | --- | --- | --- | | 2025-11-03 | | 2.29万 | 88.47 ...

截至2025年11月3日收盘，沃森生物(300142)报收于12.13元，下跌0.82%，换手率2.76%，成交量42.95万 手，成交额5.19亿元。 董秘最新回复 投资者： 一季度货币资金有35亿多，三季度只剩16亿了，主要花在了哪些方面，具体花了多少？ 董秘： 尊敬的投资者，您好！公司合并报表货币资金金额的变动主要因第三季度内，子公司玉溪沃森 付少数股东分红款76,086.85万元，公司付受让子公司玉溪沃森部分少数股东股权款93,800万元以及付固 定资产投资款、偿还银行借款等事项综合所致。另外，根据《企业会计准则》，公司将报告期末1年以 上定期存款40,000万元重分类至"其他非流动资产"列示，将1年内到期的定期存款30,000万元及其应计利 息重分类至"一年内到期的非流动资产"列示。谢谢！ 投资者： 贵公司目前在微生物菌群的产品有没有可能用于治疗糖尿病或者减肥产品？ 董秘： 尊敬的投资者，您好！公司在微生态健康和功能性营养干预领域的相关业务目前已进入实施阶 段，公司将充分发挥既有研发、产业化能力和优势，集中资源推进项目落地。鉴于本项目针对疾病群体 的应用后续还需开展临床试验以及注册申报，相关信息需以 ...

格隆汇11月3日丨沃森生物(300142.SZ)在投资者互动平台表示，公司在微生态健康和功能性营养干预领 域的相关业务目前已进入实施阶段，公司将充分发挥既有研发、产业化能力和优势，集中资源推进项目 落地。鉴于本项目针对疾病群体的应用后续还需开展临床试验以及注册申报，相关信息需以国家有关部 门最终批准的情况为准，其进度和结果均存在一定的不确定性。 ...

格隆汇11月3日丨沃森生物(300142.SZ)在投资者互动平台表示，公司在微生态健康和功能性营养干预领 域的相关业务目前已进入实施阶段，公司将充分发挥既有研发、产业化能力和优势，集中资源推进项目 落地。鉴于本项目针对疾病群体的应用后续还需开展临床试验以及注册申报，相关信息需以国家有关部 门最终批准的情况为准，其进度和结果均存在一定的不确定性。 ...

这只股票2015年4月上市，发行价5.47元，曾经冲到72元的高点，如今股价只有3.67元。 十年时间，从53.84元跌到3.67元，跌幅高达93.5%。 让人想不通的是，这家公司居然不是亏损企业。 近五年它的盈利都在3亿元以上，而且每年都在增长。 就是这样一家"赚钱"的公司，股价却跌破了净资 产，比发行价还低了19.5%。 华平股份上市以来累计募资9.8亿元，分红却只有3100万元，大股东套现2.3亿元。 这些数字背后，是普通投资者真金白银的损失。 2024年，山鹰国际甚至 没有一家机构出具分析报告，完全被市场遗忘。 在A股5411只股票中，隐藏着不少连续下跌十年的股票。 它们共同的特点是：跌势持续多年，任何抄底行为最终都以套牢告终。 暴风集团从327.01元跌至 退市价0.28元，跌幅99.9%；乐视网从179.03元跌至0.31元，跌幅99%。 这些极端案例提醒着投资者，股市的下行风险可以如此巨大。 锦州港当前股价1.04元，较十年前的11.6元已跌去91%，创出上市以来新低。 任何时点入场的投资者均被套牢。 那些曾经因概念被疯狂炒作的股票，如华 丽家族因石墨烯概念暴涨后，迎来的是连续十年的下跌，累计跌 ...

Core Insights - Watson Bio achieved a revenue of 560 million yuan in Q3 2025, with a net profit attributable to shareholders increasing by 40.19% year-on-year [1] - The company is expanding its overseas market, with product export amounts growing by 6.32% compared to the same period last year [1] - Watson Bio is strategically positioning itself in two new business areas: micro-ecological health and synthetic biology manufacturing, laying a solid foundation for long-term growth [1] Group 1: Micro-Ecological Health - In response to the national "preventive healthcare" strategy, Watson Bio is expanding its product pipeline and developing "core microbiome therapy" for precise micro-ecological health and functional nutrition interventions [2] - The company signed exclusive licensing agreements with Notitia Biotechnologies Company to develop and commercialize core microbiome analysis and targeted transplantation technologies in mainland China, Hong Kong, and Macau [2] - This dual-track approach aims to provide comprehensive health solutions covering both hospital treatment and outpatient management, aligning with national policies on non-drug interventions and chronic disease prevention [2] Group 2: Synthetic Biology Manufacturing - Watson Bio is seizing opportunities in the synthetic biology manufacturing sector, leveraging local biodiversity, green energy, and biomass resources [3] - The company established Aisenze Biotechnology (Kunming) Co., Ltd. to focus on the industrialization of precision photobiological synthesis of natural products for health [3] - Ongoing industrialization and market preparation efforts are expected to contribute new momentum for the company's long-term development [3]

Core Points - The Chinese government has included the HPV vaccine in the national immunization program, offering free vaccinations to girls born after November 10, 2011, who are at least 13 years old [1][2] - This marks the first significant expansion of the immunization program in 18 years, indicating an improvement in vaccine research and production capabilities in China [1][2] - The HPV vaccine is crucial for reducing the risk of cervical cancer, with over 70% of cases preventable through vaccination [2][3] Group 1: Policy and Health Impact - The inclusion of the HPV vaccine aims to address the rising incidence and mortality rates of cervical cancer in China, with 151,000 new cases and 56,000 deaths reported in 2022 [2][3] - Vaccination before the onset of sexual activity is emphasized for optimal protection, as studies show that girls aged 9 to 14 produce over twice the antibody levels compared to those over 15 [3][4] - The initiative is expected to promote health equity by reducing disparities in vaccination rates across different regions and income groups [2][3] Group 2: Market Dynamics - The market for the HPV vaccine is projected to reach approximately 3.8 billion RMB from 2025 to 2030, driven by both existing and new demand [6][8] - The existing market consists of girls aged 9 to 15 who missed vaccination, estimated at around 40.75 million, potentially generating a market size of about 2.24 billion RMB [7] - The new market includes approximately 43.7 to 49.5 million girls entering the vaccination age annually, contributing an estimated 1.6 billion RMB over six years [8] Group 3: Pricing Trends - The price of the HPV vaccine has significantly decreased, with the national procurement price set at approximately 27.5 RMB per dose for the 2025 immunization program [5][9] - Competitive bidding has led to prices dropping from over 300 RMB to as low as 29.50 RMB, indicating a price war among suppliers [5][9] - The cost breakdown for vaccine production shows a profit margin of 17% at the new procurement price, raising questions about sustainability in the long term [9][10] Group 4: Company Responses - Currently, only two companies, Wantai Biological Pharmacy and Watson Bio, supply the bivalent HPV vaccine in China, with Wantai being the only one to report significant production in the first half of the year [1][10] - Watson Bio has indicated that it will adjust its production and sales strategies in response to market conditions following the immunization program's changes [1][10]

Core Viewpoint - The inclusion of the HPV vaccine in the national immunization program is set to significantly reduce disease burden and enhance public health, while intensifying market competition and accelerating industry restructuring [2][6]. Group 1: National Immunization Program - The National Health Commission and seven other departments announced that the HPV vaccine will be included in the national immunization program starting November 10, 2025, providing free vaccinations for girls born after November 10, 2011, who are at least 13 years old [1][7]. - Approximately 60% of eligible girls in China have already benefited from local government initiatives providing free HPV vaccinations [1][6]. - The program aims to address the rising incidence and mortality rates of cervical cancer in China, particularly among younger women [6][7]. Group 2: Market Dynamics - The government procurement project for the HPV vaccine has a budget of approximately 425 million yuan, with a total of 15.4465 million doses planned, and a maximum price of 27.5 yuan per dose [10][12]. - Currently, three bivalent HPV vaccines are approved in China, with increasing competition as domestic products enter the market, challenging the previous foreign monopolies [10][12]. - The HPV vaccine market is experiencing intensified competition, leading to structural adjustments within the industry [11][12]. Group 3: Financial Performance - Major companies in the HPV vaccine market, such as Wantai Biological Pharmacy and Watson Bio, are facing significant revenue declines, with Wantai's revenue dropping by 23.09% in the first three quarters of 2023 [12][13]. - Watson Bio's revenue also decreased by 19.73% in the same period, indicating a challenging financial environment for leading firms [12][13]. - Despite short-term pressures, the long-term growth potential of the HPV vaccine market remains strong, with projections estimating the market size to reach 69 billion yuan by 2030 [13].