证券代码：300142 证券简称：沃森生物 公告编号：2025-054 云南沃森生物技术股份有限公司 关于子公司收到13价肺炎球菌多糖结合疫苗约旦药品注册证的公告 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"）子公司玉溪沃森生物 技术有限公司（以下简称"玉溪沃森"）生产的13价肺炎球菌多糖结合疫苗于近 日收到约旦食品与药品监督管理局（Jordan Food & Drug Administration）签发的 《药品注册证》。 玉溪沃森13价肺炎球菌多糖结合疫苗主要适用于6周龄至5岁（6周岁生日前） 婴幼儿和儿童接种，用于预防由本疫苗包含的13种血清型（1型、3型、4型、5型、 6A型、6B型、7F型、9V型、14型、18C型、19A型、19F型和23F型）肺炎球菌引 起的感染性疾病，该疫苗于2020年在国内获批上市销售。 本次获得约旦的《药品注册证》，标志着公司在中东市场的战略布局取得关 键进展，是公司13价肺炎球菌多糖结合疫苗在国际化进程中取得的重要突破。因 公司产品首次在约旦市场实现准入，关于该疫苗的实际上 ...

Core Viewpoint - Watson Bio is committed to optimizing the production and sales of its core self-developed products in response to intensified industry competition and increased innovation challenges [2] Domestic Market Strategy - The company is expanding its domestic market through various methods such as popular science promotion, academic exchanges, and brand marketing [2] - It aims to deeply explore the market potential of its self-produced vaccines, particularly the 13-valent pneumonia conjugate vaccine, to continuously enhance product penetration [2] International Market Strategy - Watson Bio is strengthening communication and cooperation with global health organizations and overseas biopharmaceutical companies [2] - The company is adopting diversified cooperation models to accelerate the registration and export of its products in international markets, thereby creating value for the company and its shareholders [2]

Core Insights - Watson Bio's stock increased by 0.51% on September 24, with a trading volume of 229 million yuan [1] - The company experienced a net financing outflow of 5.95 million yuan on the same day, indicating a decrease in investor confidence [1] Financing Summary - On September 24, Watson Bio had a financing buy-in of 31.58 million yuan, while the financing repayment was 37.53 million yuan, resulting in a net financing buy-in of -5.95 million yuan [1] - The total financing and securities balance as of September 24 was 1.928 billion yuan, with the financing balance at 1.920 billion yuan, accounting for 10.23% of the circulating market value [1] - The financing balance is currently below the 30th percentile level over the past year, indicating a low position [1] Securities Lending Summary - On September 24, Watson Bio repaid 6,600 shares in securities lending and sold 6,100 shares, with a selling amount of 71,600 yuan based on the closing price [1] - The remaining securities lending volume was 722,000 shares, with a securities lending balance of 8.4685 million yuan, which is above the 90th percentile level over the past year, indicating a high position [1] Company Overview - Yunnan Watson Bio Technology Co., Ltd. was established on January 16, 2001, and listed on November 12, 2010 [1] - The company's main business involves the research, production, and sales of vaccine products, with 94.82% of its revenue coming from self-developed vaccines [1] Financial Performance - As of June 30, 2025, Watson Bio reported a revenue of 1.154 billion yuan, a year-on-year decrease of 19.47%, and a net profit attributable to shareholders of 43.16 million yuan, down 74.69% year-on-year [2] - The company has distributed a total of 403 million yuan in dividends since its A-share listing, with 47.98 million yuan distributed in the last three years [2] Shareholder Structure - As of June 30, 2025, Watson Bio had 117,300 shareholders, an increase of 3.73% from the previous period, with an average of 13,268 circulating shares per person, a decrease of 3.88% [2] - The largest circulating shareholder is E Fund's ChiNext ETF, holding 40.27 million shares, a decrease of 1.0618 million shares from the previous period [2]

Group 1 - The core viewpoint of the article is that Watson Bio is actively conducting the Phase III clinical research for its nine-valent HPV vaccine and will disclose any substantial and phase-related progress in a timely manner [1]

Group 1 - The company Watson Bio is developing an mRNA vaccine for respiratory syncytial virus (RSV) in collaboration with partners [2] - The clinical research application for the RSV vaccine has been accepted as of August 2025 and is currently in the technical review stage [2]

Core Viewpoint - Watson Bio announced a capital increase of 440 million yuan for its wholly-owned subsidiary, Beijing Watson, to support its operational funding needs [1] Group 1 - The capital increase is aimed at ensuring the daily operational funding requirements of Beijing Watson [1] - The company will contribute the capital in installments based on the actual needs of Beijing Watson [1] - After the completion of this capital increase, the company will still hold 100% equity in Beijing Watson [1] Group 2 - Beijing Watson has completed the industrial and commercial change registration procedures for this capital increase and has obtained a new business license from the administrative department [1]

Core Viewpoint - Watson Bio announced that its subsidiaries, in collaboration with Fudan University and Shanghai Blue Magpie Biopharmaceutical Co., have applied for clinical trials of a freeze-dried varicella-zoster virus mRNA vaccine, which has recently received an acceptance notice from the National Medical Products Administration [1] Group 1 - The application for clinical trials was made by Beijing Watson Innovation Biotechnology Co., Yunnan Vaccine Laboratory Co., and Yuxi Watson Biotechnology Co. [1] - The collaboration involves multiple entities, indicating a strategic partnership in vaccine development [1] - The acceptance notice from the regulatory authority marks a significant step forward in the vaccine's development process [1]

Group 1 - Huadian Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [2] - Cisco Ray's 2022 annual report was found to have inflated revenue by 9.96 million and profit by 7.0054 million, leading to penalties and a change in stock name to ST Cisco Ray [3] - Tianpu Co., Ltd. experienced a 245.20% increase in stock price over 13 consecutive trading days, indicating a risk of rapid decline [4] - ST New Power is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [6] - Baoli International intends to invest in semiconductor testing equipment company Hongtai Technology, acquiring 1%-3% equity [7] - Ankai Micro plans to invest 20 million yuan to acquire 4% equity in Shiqi Future, focusing on smart vision technology [8] Group 2 - SF Holding reported a revenue of 24.787 billion yuan in August, a year-on-year increase of 7.86% [9] - Various companies are involved in share transfers, including Guangli Micro and *ST Tianlong, with plans for significant asset restructuring [11] - Xinwangda's subsidiary aims to establish a storage industry fund with professional investment institutions [12] - Several companies are planning share repurchases, including Shunhao Co. and Lingyun Optics, with adjustments to repurchase plans [18]

Core Viewpoint - Watson Bio's subsidiary has applied for clinical trials of a freeze-dried mRNA vaccine for herpes zoster, which has been accepted by the National Medical Products Administration [1] Group 1 - The vaccine is developed in collaboration with Fudan University and Shanghai Bluebird Biopharmaceuticals [1] - The mRNA vaccine technology platform is independently developed by Watson Bio and its partners [1] - The vaccine aims to stimulate the immune system to produce immunity against the herpes zoster virus for prevention purposes [1]

Group 1 - Watson Bio (300142.SZ) announced that its subsidiaries, Beijing Watson Innovation Biotechnology Co., Ltd., Yunnan Vaccine Laboratory Co., Ltd., and Yuxi Watson Biotechnology Co., Ltd., have jointly developed a freeze-dried varicella-zoster virus mRNA vaccine in collaboration with Fudan University and Shanghai Blue Magpie Biopharmaceutical Co., Ltd. [1] - The company has applied for clinical trials with the National Medical Products Administration and has recently received the "Acceptance Notice" [1]