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沃森生物:在生物制造领域布局了包括营养素等类别产品管线
Zheng Quan Ri Bao Zhi Sheng· 2026-01-20 10:13
Core Viewpoint - Watson Bio emphasizes the importance of biomanufacturing as a national strategic emerging industry, highlighting its economic, social, and environmental benefits for sustainable development [1] Group 1: Company Mission and Strategy - The company adheres to the mission of "sowing health and creating beauty," aiming for "everyone to be born healthy" [1] - It actively responds to technological innovations and changes in the industry environment by integrating production, education, research, and application [1] - The company is focused on enhancing its technological innovation capabilities while leveraging existing industrial advantages [1] Group 2: Product Development and Pipeline - In addition to its existing human vaccine business, the company is expanding its product pipeline in biomanufacturing, which includes nutrients, natural active ingredients, and functional proteins [1] - The company is systematically advancing research and industrialization of these new product categories [1] - Further product details will be disclosed in future company communications [1]
沃森生物:公司密切关注新技术在疫苗产品研发、制造等领域的应用
Zheng Quan Ri Bao Wang· 2026-01-20 10:12
Group 1 - The company, Watson Bio (300142), is closely monitoring the application of new technologies in vaccine product research and manufacturing [1] - The company advises investors to refer to its disclosed announcements for information regarding its research and technological reserves [1]
上海这些女孩可免费接种HPV疫苗了
Di Yi Cai Jing· 2026-01-20 09:31
Group 1 - The Shanghai CDC announced that community health service centers in Shanghai will provide free HPV vaccinations for girls who are 13 years old and born after November 10, 2011, allowing them to receive two doses of the bivalent HPV vaccine [1] - Cervical cancer is one of the most common malignant tumors in the female reproductive system, with an increasing incidence and younger onset in China. In 2022, there were 151,000 new cases and 56,000 deaths from cervical cancer in the country, equating to one woman diagnosed every four minutes and one death every ten minutes [1] Group 2 - Starting from November 10, 2025, the national immunization program will officially include the HPV vaccine for girls aged 13 and born after November 10, 2011, based on considerations of protection effectiveness, cost-effectiveness, and operational feasibility [4] - Evidence shows that completing the full course of HPV vaccination before the first sexual intercourse provides the best prevention against HPV infection and related diseases, with antibody levels in girls aged 9-14 being more than twice that of those aged 15 and above, and protection lasting at least 10 years [4] - The procurement results for the national immunization program revealed that two domestic bivalent HPV vaccines from Wantai Biological Pharmacy and Watson Biotech were awarded contracts at a unit price of 27.5 yuan per dose, with a total budget of approximately 254 million yuan [4] Group 3 - The Shanghai CDC recommends using the same manufacturer's bivalent HPV vaccine for both doses. If a girl has already received one dose of a non-immunization program HPV vaccine, she should communicate with the vaccination clinic to decide on the second dose [5] - The Shanghai CDC provides various platforms for appointment and information regarding vaccinations, including the "Suishenban" app and the Shanghai CDC WeChat public account [6] - In addition to the HPV vaccines included in the immunization program, Shanghai's vaccination clinics continue to offer non-immunization program HPV vaccines for women aged 9-45 and men aged 9-26 on a self-paid basis [6]
沃森生物(300142) - 关于董事会秘书取得上市公司董事会秘书培训证明并正式履行董事会秘书职责的公告
2026-01-19 10:00
证券代码:300142 证券简称:沃森生物 公告编号:2026-007 云南沃森生物技术股份有限公司 关于董事会秘书取得上市公司董事会秘书培训证明并正式履 行董事会秘书职责的公告 联系地址:云南省昆明市高新区科新路 395 号 特此公告。 本公司及董事会全体成员保证信息披露内容的真实、准确和完 整,没有虚假记载、误导性陈述或重大遗漏。 云南沃森生物技术股份有限公司(以下简称"公司")于 2025 年 6 月 16 日 召开第五届董事会第二十九次会议,审议通过了《关于聘任公司董事会秘书的议 案》,董事会同意聘任严野先生为公司董事会秘书,任期与第五届董事会一致。 鉴于严野先生当时暂未取得上市公司董事会秘书培训证明,本次聘任在严野先生 取得董事会秘书培训证明后生效。在此之前,由公司董事长李云春先生代行董事 会秘书职责。(严野先生简历及聘任的相关情况详见公司于 2025 年 6 月 17 日在 巨潮资讯网披露的《关于公司部分高级管理人员变动的公告》,公告编号: 2025-032) 2026 年 1 月 19 日,公司收到严野先生通知,严野先生已取得由深圳证券交 易所颁发的《上市公司董事会秘书培训证明》,根据公司第五届 ...
巨亏百亿!智飞生物代理HPV疫苗从躺赢变成躺输,谁为股民买单?
Xin Lang Cai Jing· 2026-01-18 13:34
Group 1 - Cervical cancer is likely to be the first cancer to be eradicated in human history, primarily caused by high-risk HPV, and widespread vaccination can potentially eliminate it in the near future [1][34] - The development of the HPV vaccine is significantly attributed to Chinese scientists, particularly Dr. Zhou Jian and Professor Ian Frazer, who collaborated to synthesize the vaccine over 25 years [1][34] Group 2 - In 2006, the first HPV vaccine was administered, marking a significant milestone in the fight against cervical cancer [3][36] - The vaccine was introduced to China in 2017, with Zhifei Biological Products Co., Ltd. as the exclusive distributor, leading to a surge in demand and revenue [6][39] Group 3 - Zhifei Biological's revenue skyrocketed from over 400 million in 2017 to 529 billion in 2023, reflecting the growing market for HPV vaccines [8][41] - However, the company is now facing significant losses, with a projected annual loss of 107-137 billion for 2025, primarily due to a "minimum purchase" agreement with Merck [5][38][49] Group 4 - The agreement with Merck requires Zhifei to purchase over 980 billion worth of HPV vaccines by the end of 2026, regardless of sales performance, which has become a financial burden [50][52] - The introduction of domestic competitors has led to a price war, significantly impacting Zhifei's sales and profitability [12][46][47] Group 5 - The company's inventory turnover days have reached approximately 980 days, indicating potential issues with unsold stock and the need for inventory impairment provisions [28][62] - Zhifei's self-research efforts have been insufficient, with revenues from self-developed products only reaching 10 billion in 2024 and 5 billion in the first half of 2025, highlighting a lack of diversification [30][64]
沃森生物:1月16日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2026-01-16 10:10
Group 1 - Watson Bio announced that its fifth board meeting was held on January 16, 2026, via telecommunication voting, where it reviewed the rectification report regarding the corrective measures ordered by the Yunnan Securities Regulatory Bureau [1] Group 2 - Silver prices have surged over 80% in the last 50 days, indicating a level of speculation that surpasses that of gold, suggesting that the current silver market frenzy may signal a peak in the precious metals bull market [1]
沃森生物(300142) - 关于云南证监局对公司采取责令改正措施决定的整改报告
2026-01-16 10:01
证券代码:300142 证券简称:沃森生物 公告编号:2026-006 云南沃森生物技术股份有限公司 关于云南证监局对公司采取责令改正措施决定的整改报告 本公司及董事会全体成员保证信息披露内容的真实、准确和完 整,没有虚假记载、误导性陈述或重大遗漏。 云南沃森生物技术股份有限公司(以下简称"公司")于 2025 年 12 月 18 日收到中国证券监督管理委员会云南监管局出具的行政监管措施决定书 ([2025]015 号):《关于对云南沃森生物技术股份有限公司采取责令改正措施的 决定》(以下简称《决定书》),要求公司对《决定书》进行披露并对存在的问题 进行整改。 收到《决定书》后,公司董事会高度重视,立即向公司全体董事、高级管理 人员及相关部门人员进行了通报、传达,迅速召集公司管理层、相关部门和人员 对《决定书》中涉及的问题进行了系统梳理和针对性的分析研讨,同时对照《上 市公司治理准则》《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》等有关法律法规和规范 性文件的规定,严格按照《决定书》中的要求认真制定并落实整改措施,以杜绝 此类事项再次发生。现将 ...
沃森生物(300142) - 第五届董事会第三十六次会议决议公告
2026-01-16 10:00
证券代码:300142 证券简称:沃森生物 公告编号:2026-005 一、董事会会议召开情况 云南沃森生物技术股份有限公司(以下简称"公司")第五届董事会第三十 六次会议于 2026 年 1 月 16 日以通讯表决的方式召开,会议通知于 1 月 13 日以 电子邮件方式发出。本次会议应参会董事 10 人,实际参加会议董事 10 人。会议 由董事长李云春先生主持。本次会议的召集、召开符合《公司法》等法律法规、 部门规章、规范性文件及《公司章程》的规定。 二、董事会会议审议情况 审议通过了《<关于云南证监局对公司采取责令改正措施决定的整改报告>的议 案》 公司于 2025 年 12 月 18 日收到云南证监局出具的《关于对云南沃森生物技 术股份有限公司采取责令改正措施的决定》,要求公司对检查中发现的问题进行 整改。公司董事会高度重视,严格对照《上市公司治理准则》《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》等有关法律法规和规范性文件的规定,制定了相应的整改 方案,并明确了整改责任人和整改期限,公司将严格落实整改措施,以杜绝相关 事项再次发生。董 ...
沃森生物:披露云南证监局责令整改事项的具体整改情况
Xin Lang Cai Jing· 2026-01-16 09:59
Core Viewpoint - Watson Bio announced that it received a decision from the Yunnan Securities Regulatory Bureau on December 18, 2025, regarding the non-compliance of its executive compensation decisions for 2023-2024, which were not submitted for review as required [1] Group 1 - The board of directors has taken the issue seriously and established a special team led by Chairman Li Yunchun to implement corrective measures [1] - Corrective actions include revising systems, improving decision-making procedures, organizing training, conducting self-examinations by independent directors, and holding relevant personnel accountable [1] - Most corrective measures are required to be completed before the annual shareholders' meeting in 2025, and the organization of training and accountability has already been completed, with the company issuing an apology regarding the issue [1]
生物制品板块1月16日跌1.05%,欧林生物领跌,主力资金净流出6.81亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-16 08:56
Market Overview - The biopharmaceutical sector experienced a decline of 1.05% on January 16, with Olin Bio leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Stock Performance - Notable gainers in the biopharmaceutical sector included: - Wanzhe Co., Ltd. (000534) with a closing price of 22.85, up 3.02% and a trading volume of 251,300 shares, totaling 589 million yuan [1] - Wendi Pharmaceutical (688488) closed at 21.60, up 2.96% with a trading volume of 289,600 shares, totaling 597 million yuan [1] - Sanofi Biopharmaceuticals (688336) closed at 58.88, up 2.56% with a trading volume of 47,400 shares, totaling 279 million yuan [1] - Major decliners included: - Olin Bio (6158888) closed at 24.75, down 15.21% with a trading volume of 189,400 shares, totaling 515 million yuan [2] - Kanglao Health (920575) closed at 9.81, down 5.40% with a trading volume of 139,800 shares, totaling 139 million yuan [2] - Dongbao Bio (300239) closed at 6.19, down 3.88% with a trading volume of 214,700 shares, totaling 135 million yuan [2] Capital Flow - The biopharmaceutical sector saw a net outflow of 681 million yuan from institutional investors, while retail investors contributed a net inflow of 337 million yuan [2] - The capital flow for specific stocks showed: - Aidi Pharmaceutical (688488) had a net inflow of 37.04 million yuan from institutional investors, but a net outflow of 44.62 million yuan from retail investors [3] - Wanzhe Co., Ltd. (000534) had a net inflow of 29.97 million yuan from institutional investors, with a net outflow of 39.12 million yuan from retail investors [3] - Te Bao Bio (688278) had a net inflow of 4.89 million yuan from institutional investors, but a net outflow of 5.01 million yuan from retail investors [3]