资料显示，东富龙科技集团股份有限公司位于上海市闵行区都会路1509号，成立日期1993年12月25日， 上市日期2011年2月1日，公司主营业务涉及医用冻干机及冻干系统的研发、设计、生产、销售和服务。 主营业务收入构成为：制剂事业部44.92%，生物工艺事业部29.83%，工程事业部9.19%，食品事业部 9.16%，售后服务与配件6.81%，其他(补充)0.09%。 截至9月30日，东富龙股东户数3.14万，较上期减少2.14%；人均流通股17910股，较上期增加2.19%。 2025年1月-9月，东富龙实现营业收入37.04亿元，同比增长6.14%；归母净利润1.32亿元，同比减少 13.86%。 2月24日，东富龙涨1.08%，成交额1.40亿元。两融数据显示，当日东富龙获融资买入额1297.62万元， 融资偿还1176.89万元，融资净买入120.72万元。截至2月24日，东富龙融资融券余额合计2.51亿元。 融资方面，东富龙当日融资买入1297.62万元。当前融资余额2.50亿元，占流通市值的1.93%，融资余额 低于近一年20%分位水平，处于低位。 融券方面，东富龙2月24日融券偿还1800.00 ...

Investment Rating - The report maintains a "Recommended" rating for the pharmaceutical industry [5] Core Insights - The underlying logic of the current pharmaceutical industry era is innovation and international expansion, with a focus on innovative drugs and technology-driven sectors [2][3] - The report highlights the strong performance of the CRO market and suggests a dual investment strategy focusing on both "0 to 1" technology innovation and low-position stocks [2][3] - The report emphasizes the ongoing trend of BD (Business Development) transactions in innovative drugs, with significant growth expected in 2026 [4][15] Summary by Sections 1. Key Events in the Pharmaceutical Industry During the Spring Festival - Innovative drug BD transactions have seen a strong start, with significant overseas development and registration progress for key products [13][14] - The total amount of BD transactions for innovative drugs in China for 2026 has already surpassed one-third of the total for 2025 [15] - The revision of the National Essential Medicines List Management Measures may signal changes in the essential medicines directory [28] 2. Pharmaceutical Market Review and Hotspot Tracking - The pharmaceutical sector's performance was relatively weak, with a weekly decline of 0.81%, ranking 20th among all industries [34][38] - The total trading volume for pharmaceuticals was 401.12 billion yuan, accounting for 3.83% of the total market, below the historical average of 7.09% [55] - The report notes a rising valuation level for the pharmaceutical industry, with a PE ratio of 29.25, which is below the historical average [52] 3. Stock Performance Review - The report lists the top-performing stocks, including Dongyangguang and Zhendemedical, while highlighting the underperformers like Huayuan Biology and *ST Sailong [58][59]

Group 1 - The core viewpoint of the article indicates that the precision medicine sector experienced a slight increase of 0.5% on February 12, with Dongfulong leading the gains [1] - The Shanghai Composite Index closed at 4134.02, up by 0.05%, while the Shenzhen Component Index closed at 14283.0, up by 0.86% [1] - The article provides a summary of the fund flow in the precision medicine sector, noting a net outflow of 100 million yuan from institutional investors and 336 million yuan from retail investors, while individual investors saw a net inflow of 436 million yuan [1] Group 2 - The article includes a table detailing the stock performance of individual companies within the precision medicine sector, although specific company names and figures are not provided in the summary [1] - The data is compiled from public information and generated by AI algorithms, indicating a reliance on technology for data analysis in the sector [1]

证券代码：300171 证券简称：东富龙 公告编号：2026-008 东富龙科技集团股份有限公司 第七届董事会第一次（临时）会议决议公告 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、误导性陈述或者重大遗漏。 东富龙科技集团股份有限公司（以下简称"公司"）于 2026 年 2 月 3 日以现 场会议方式召开第七届董事会第一次（临时）会议。在公司 2026 年第一次临时 股东会选举产生第七届董事会成员后，经全体董事一致同意，豁免本次会议的提 前通知期限，通知于 2026 年 2 月 3 日以口头、通讯的形式发出，本次董事会会 议应出席的董事 9 名，实际出席会议的董事 9 名。经全体董事共同推举，本次董 事会会议由董事郑效东先生主持，董事会秘书王艳女士及部分高级管理人员列席 了本次会议。会议的召集与召开程序符合《中华人民共和国公司法》及《公司章 程》的有关规定。会议经认真审议，通过如下议案： 一、审议通过《关于选举第七届董事会董事长的议案》 根据公司经营发展需求及第六届董事会的工作成效，同意选举郑效东先生担 任公司第七届董事会董事长，任期三年，自本次董事会审议通过之日起至第七届 董事 ...

上海市锦天城律师事务所 关于东富龙科技集团股份有限公司 2026 年第一次临时股东会的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于东富龙科技集团股份有限公司 2026 年第一次临时股东会的 法律意见书 致：东富龙科技集团股份有限公司 本所同意将本法律意见书与本次股东会的决议一并进行公告，并依法对发表 的法律意见承担相应法律责任。 鉴此，本所律师根据上述法律、法规、规章及规范性文件的要求，按照律师 行业公认的业务标准、道德规范和勤勉尽责精神，现出具法律意见如下： 1 上海市锦天城律师事务所 法律意见书 一、 本次股东会召集人资格及召集、召开的程序 （一）本次股东会的召集 经核查，公司本次股东会由公司董事会召集。2026 年 1 月 16 日，公司召开 第六届董事会第二十一次（临时）会议，决议召集本次股东会。 公司已于 2026 年 1 月 17 日在巨潮资讯网（http://www.cninfo.com.cn）上刊 登《关 ...

证券代码：300171 证券简称：东富龙 公告编号：2026-009 东富龙科技集团股份有限公司 关于董事会换届选举完成及聘任高级管理人员、 内审部门负责人、证券事务代表的公告 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、误导性陈述或者重大遗漏。 东富龙科技集团股份有限公司（以下简称"公司"）第六届董事会任期届满， 根据《中华人民共和国公司法》（以下简称"《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、规范性文件及《公司章程》等有关规定，公司 于 2026 年 2 月 3 日召开了 2026 年第一次临时股东会，审议通过了公司董事会换 届选举等相关议案。同日，公司召开了第七届董事会第一次（临时）会议，审议 通过了选举董事长、聘任高级管理人员、内审部门负责人、证券事务代表等相关 议案。现将有关情况公告如下： 一、公司第七届董事会成员及专门委员会成员组成情况 （一）第七届董事会组成情况 非独立董事：郑效东先生（董事长）、姚建林先生、郑金旺先生、陈勇先生 （职工代表董事）、杜方尧先生、张启宇先 ...

证券代码：300171 证券简称：东富龙 公告编号：2026-007 东富龙科技集团股份有限公司 2026 年第一次临时股东会决议公告 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、误导性陈述或者重大遗漏。 特别提示： 1、本次股东会无增加、变更、否决提案的情况； 2、本次股东会以现场投票和网络投票相结合的方式召开； 3、网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为 2026 年 2 月 3 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票 系统投票的具体时间为 2026 年 2 月 3 日 9:15 至 15:00 期间的任意时间。 4、会议召开方式：现场投票与网络投票相结合的方式。 5、截至股权登记日（2026 年 1 月 28 日）公司总股本 765,828,040 股，回购专 用证券账户股份数量 4,980,001 股，以公司总股本扣除回购专用证券账户中 4,980,001 股后的股本 760,848,039 股为公司有表决权股份总数。 出席本次会议的股东及股东代理人共 149 人，代表有表决权股份 440, ...

Investment Rating - The investment rating for the healthcare industry is "Positive" and maintained [14] Core Insights - The funding levels for Chinese innovative pharmaceutical companies are increasing, leading to a gradual improvement in the research and development (R&D) investment sentiment within the industry. This is expected to usher in a new cycle of prosperity for the innovative drug industry chain [5][12] - The trend of external business development (BD) is likely to benefit the domestic early-stage research industry significantly, as new business models allow early-stage projects to become tradable and monetizable assets, enhancing R&D investment returns [13] Summary by Sections Innovative Chain Development Review - Before 2020, multiple factors converged to initiate a significant rise in China's innovative drug sector, leading to the rapid development of the innovative chain, including CXO and life sciences services [10][30] - From 2020 to the first half of 2022, the global public health crisis accelerated capital inflow into the biopharmaceutical sector, resulting in high demand and a leap in the innovative chain segment, which also triggered a wave of IPOs and substantial supply-side expansion [10][39] - The second half of 2022 to 2024 saw a transition from a heated to a cooling phase, with a significant shift in supply-demand dynamics leading to industry internal competition and pressure on revenues and profit margins [10][54][57] Improvement in R&D Investment Sentiment - Starting from 2025, the R&D investment sentiment in China's innovative drug sector is expected to improve, with companies experiencing increased funding levels. The total amount raised through IPOs and additional offerings in 2025 is projected to reach 201.5 billion yuan, a 145% year-on-year increase [11][62] - The potential milestone payments from external BD are expected to reach 880.5 billion yuan in 2025, marking a 185.9% year-on-year increase, indicating a robust funding environment for innovative drug companies [11] Benefits to Early-stage Research Industry - The new external BD business model enhances the R&D investment return rates for Chinese innovative drug companies, thereby increasing their willingness to invest in R&D [11][13] - The early-stage research industry, including drug discovery CROs and clinical trial services, is expected to benefit significantly from the external BD trend, with leading companies in these segments poised for rapid growth [13]

Group 1 - The company, Dongfulong (300171), is actively researching and anticipating industry technology development trends and regulatory requirements [1] - The company is continuously enhancing the intelligence level of its products to meet the needs of pharmaceutical companies for upgrades and replacements [1] - The company aims to narrow the gap with internationally leading enterprises in the industry [1]

Core Viewpoint - The implementation plan for the digital transformation of the pharmaceutical industry from 2025 to 2030 aims to enhance high-quality development and improve industry competitiveness and innovation capabilities through digital transformation [2] Group 1: Company Initiatives - The company is actively conducting research to anticipate industry technology development trends and regulatory requirements [2] - The company is focusing on strengthening the recruitment of R&D talent and enhancing R&D capabilities [2] - The company aims to continuously improve the intelligence level of its products to provide comprehensive intelligent manufacturing solutions for pharmaceutical enterprises [2]