公司正积极推动胶原蛋白在新能源和纺织等新兴领域的商业化应用。例如，电解铜箔专用胶原蛋白已实 现商业化，并与高校合作开发羊绒纺织领域专用胶原产品，旨在提升产品附加值并开拓新市场。 产品研发进展 东宝生物与江南大学等机构合作，重点推进胶原蛋白在抗起球羊绒面料和低温染色助剂等方向的研发， 相关成果正逐步产业化，未来可能带来技术突破和市场机会。 以上内容基于公开资料整理，不构成投资建议。 经济观察网 东宝生物（300239）2026年的战略重点将聚焦于高端化、国际化和"胶原+"新兴领域拓展， 计划通过创新驱动优化产品结构并加速海外市场布局。 战略推进 根据《证券日报》2026年1月30日的报道，东宝生物将2026年的战略重点聚焦于高端化、国际化和"胶原 +"新兴领域拓展。公司计划通过创新驱动，持续优化产品结构，并加速海外市场布局。 业务进展情况 ...

Core Insights - The collagen industry is experiencing dual opportunities of demand expansion and track upgrades, with applications extending from traditional health sectors to new materials and textiles [1] - Dongbao Biological Technology Co., Ltd. is leveraging its full industry chain advantages and "Collagen+" strategy to explore differentiated development paths [1][3] Company Development History - Dongbao Biological, established over 60 years ago, began as a gelatin manufacturer and has evolved through various stages, including a successful listing on the Shenzhen Stock Exchange in 2011 [3][4] - The company has transitioned from traditional production methods to a focus on quality improvement and product diversification, including the introduction of hollow capsule business in 2021 [3][4] Strategic Focus - The company emphasizes its core collagen business, ensuring resource concentration and maximum efficiency in production and business expansion [4] - Dongbao is actively pursuing "Collagen+" strategy to expand into emerging fields such as new materials and textiles, aiming to create differentiated competitive advantages [5][6] Research and Innovation - Dongbao collaborates with domestic universities and research institutions to develop specialized collagen products for various applications, including textiles and energy technology [6][7] - Innovations include customized collagen for wool and low-temperature dyeing agents, enhancing fabric durability and reducing energy consumption [7] Market Strategy - The company is implementing a dual-market strategy focusing on domestic deepening and high-end expansion, while also targeting emerging fields [8] - By 2025, Dongbao aims to commercialize high-end collagen products and establish partnerships with well-known enterprises [8] Future Outlook - Dongbao plans to focus on high-end, international, and new emerging fields as its three strategic priorities moving forward [9] - The company aims to continuously innovate and enhance its product matrix, solidifying its competitive advantage in the full industry chain [9]

证券代码：300239 证券简称：东宝生物 公告编号：2026-003 债券代码：123214 债券简称：东宝转债 包头东宝生物技术股份有限公司 关于 2022 年员工持股计划存续期即将届满的提示性公告 4、2025年4月22日，公司召开第九届董事会第十次会议审议通过了《关于修 订2022年员工持股计划(草案)及摘要、管理办法并对存续期展期的议案》，同意 对本员工持股计划存续期展期12个月，即存续期展期至2026年7月28日。 上述具体内容详见公司在创业板信息披露网站巨潮资讯网披露的相关公告。 截至本公告披露日，本员工持股计划已全部解锁，持有公司股票16,248,404 股，占公司目前总股本的2.74%。 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。 包头东宝生物技术股份有限公司(以下简称"公司")于2022年6月30日召开 了第八届董事会第五次会议、第八届监事会第五次会议(全体监事为关联监事， 直接提交股东大会表决)，2022年7月18日召开2022年第一次临时股东大会，审议 通过了《关于<包头东宝生物技术股份有限公司2022年员工持股计划(草案)>及其 ...

Group 1 - The biopharmaceutical sector increased by 0.19% on January 21, with Nearshore Protein leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Key stocks in the biopharmaceutical sector showed significant price increases, with Nearshore Protein rising by 6.37% to a closing price of 48.76 [1] Group 2 - The biopharmaceutical sector experienced a net inflow of 77.04 million yuan from institutional investors, while retail investors saw a net outflow of 284 million yuan [2] - Major stocks like Watson Bio and Ganli Pharmaceutical attracted significant institutional investment, with net inflows of 64.45 million yuan and 55.25 million yuan, respectively [3] - Retail investors showed a negative trend in several stocks, with Watson Bio and Ganli Pharmaceutical experiencing net outflows of 33.30 million yuan and 39.14 million yuan, respectively [3]

Group 1 - Dongbao Biological experienced a stock price increase of 5.06%, reaching 6.44 CNY per share, with a trading volume of 142 million CNY and a turnover rate of 3.83%, resulting in a total market capitalization of 3.823 billion CNY [1] - The company, Baotou Dongbao Biological Technology Co., Ltd., is located in Baotou City, Inner Mongolia, and was established on March 12, 1997, with its listing date on July 6, 2011. Its main business involves the research, production, and sales of gelatin series products and low molecular weight collagen [1] - The revenue composition of Dongbao Biological includes capsule business at 54.13%, gelatin series products and by-products at 37.30%, collagen business at 7.81%, organic fertilizer business at 0.53%, and other supplementary products at 0.22% [1] Group 2 - Among the top circulating shareholders of Dongbao Biological, one fund from GF Fund Management, the GF Jufeng Mixed A (270005), entered the top ten shareholders in the third quarter, holding 4.5228 million shares, which is 0.77% of the circulating shares. The estimated floating profit today is approximately 1.4021 million CNY [2] - The GF Jufeng Mixed A fund was established on December 23, 2005, with a current scale of 3.366 billion CNY. Year-to-date returns are 11.92%, ranking 540 out of 8844 in its category; the one-year return is 70.13%, ranking 640 out of 8091; and since inception, the return is 556.36% [2]

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]

Market Overview - The biopharmaceutical sector experienced a slight decline of 0.06% on January 12, with Sanofi leading the drop [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Stock Performance - Notable gainers in the biopharmaceutical sector included: - Dongbao Biological (300239) with a closing price of 6.60, up 10.92% and a trading volume of 575,100 shares, totaling 366 million yuan [1] - Changchun High-tech (000661) closed at 103.57, up 5.79%, with a trading volume of 169,400 shares, totaling 1.725 billion yuan [1] - ST Weiming (002581) closed at 7.83, up 4.96%, with a trading volume of 71,500 shares, totaling 54.3049 million yuan [1] - Conversely, significant decliners included: - Sanofi (688336) closed at 59.81, down 6.25%, with a trading volume of 93,200 shares, totaling 560 million yuan [2] - Teva Biopharma (688278) closed at 76.96, down 4.50%, with a trading volume of 41,600 shares, totaling 323 million yuan [2] - Aidi Pharmaceutical (688488) closed at 16.90, down 4.41%, with a trading volume of 98,600 shares, totaling 168 million yuan [2] Capital Flow - The biopharmaceutical sector saw a net outflow of 240 million yuan from institutional investors, while retail investors contributed a net inflow of 272 million yuan [2] - Key stocks with significant capital flow included: - Changchun High-tech (000661) had a net inflow of 122 million yuan from institutional investors, while retail investors saw a net outflow of 77.57 million yuan [3] - Dongbao Biological (300239) experienced a net inflow of 22.51 million yuan from institutional investors, with retail investors also seeing a net outflow of 10.81 million yuan [3] - Sanofi (688336) had a net inflow of 21.21 million yuan from institutional investors, while retail investors had a net inflow of 28.87 million yuan [3]

Market Performance - The biopharmaceutical sector increased by 0.55% on January 6, with Liaoning Chengda leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Individual Stock Performance - Liaoning Chengda (600739) closed at 12.27, with a rise of 7.16% and a trading volume of 530,500 shares, amounting to a transaction value of 633 million yuan [1] - Dongbao Biological (300239) closed at 6.18, up by 5.64%, with a trading volume of 454,500 shares and a transaction value of 278 million yuan [1] - Olin Biological (616889) closed at 27.66, increasing by 3.83%, with a trading volume of 74,400 shares and a transaction value of 204 million yuan [1] - Kanghong Pharmaceutical (002773) closed at 33.75, up by 2.37%, with a trading volume of 249,700 shares and a transaction value of 838 million yuan [1] Capital Flow Analysis - The biopharmaceutical sector experienced a net outflow of 426 million yuan from institutional investors, while retail investors saw a net inflow of 323 million yuan [2] - The net inflow from speculative funds was 104 million yuan [2] Detailed Capital Flow for Selected Stocks - Liaoning Chengda had a net inflow of 34.37 million yuan from institutional investors, while it faced a net outflow of 18.32 million yuan from retail investors [3] - Dongbao Biological saw a net inflow of 21.29 million yuan from institutional investors, with a net outflow of 13.16 million yuan from retail investors [3] - Tian Tan Biological (600161) had a net inflow of 18.06 million yuan from institutional investors, with a net outflow of 10.02 million yuan from retail investors [3]

Group 1 - The core point of the article highlights the recent performance of Dongbao Bio, with a stock price increase of 5.13% to 6.15 CNY per share, a trading volume of 97.52 million CNY, a turnover rate of 2.77%, and a total market capitalization of 3.651 billion CNY [1] - Dongbao Bio, established on March 12, 1997, and listed on July 6, 2011, is located in Baotou, Inner Mongolia, and specializes in the research, production, and sales of gelatin products and low molecular weight collagen [1] - The main business revenue composition of Dongbao Bio includes capsule business at 54.13%, gelatin series products and by-products at 37.30%, collagen business at 7.81%, organic fertilizer business at 0.53%, and other supplementary products at 0.22% [1] Group 2 - From the perspective of the top ten circulating shareholders, Guangfa Fund has a fund that ranks among Dongbao Bio's top ten circulating shareholders, specifically Guangfa Jufeng Mixed A (270005), which entered the top ten in the third quarter with 4.5228 million shares, accounting for 0.77% of circulating shares [2] - Guangfa Jufeng Mixed A (270005) was established on December 23, 2005, with a latest scale of 3.366 billion CNY, and has achieved a year-to-date return of 1.2%, ranking 5853 out of 8816 in its category, and a one-year return of 59.59%, ranking 1201 out of 8081 [2]

包头东宝生物技术股份有限公司 关于 2025 年第四季度可转换公司债券转股情况的公告 | 证券代码：300239 | 证券简称：东宝生物 | 公告编号：2026-002 | | --- | --- | --- | | 债券代码：123214 | 债券简称：东宝转债 | | 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。 特别提示： 1、"东宝转债"(债券代码：123214)的转股期限为2024年2月5日至2029年7月30日； 最新有效的转股价格为6.63元/股。 2、2025年第四季度，"东宝转债"未发生转股情况。 3、截至 2025 年第四季度末，公司剩余可转债为 4,549,670 张，剩余票面总金额为 454,967,000 元人民币。 根据《深圳证券交易所创业板股票上市规则》和《深圳证券交易所上市公司自律监 管指引第15号——可转换公司债券》的有关规定，包头东宝生物技术股份有限公司(以 下简称"公司"或"东宝生物")现将2025年第四季度可转换公司债券转股及公司总股本变 化情况公告如下： 一、可转换公司债券发行及上市情况 (一)可转债发行情况 经中国 ...