Core Insights - The concept of plant-based meat continues to gain momentum, leading to significant stock price increases for companies like Jinzi Ham and Haixin Food, both of which reached their daily price limits [1] - Other companies in the sector, such as Double Tower Food, Huabao Co., and Dongbao Bio, also experienced notable stock price increases, indicating a broader market trend towards plant-based meat products [1] Company Performance - Jinzi Ham and Haixin Food both achieved a daily limit increase in their stock prices, reflecting strong investor interest and confidence in the plant-based meat market [1] - Double Tower Food, Huabao Co., and Dongbao Bio followed suit with their stock prices rising, showcasing a collective positive response from the market towards the plant-based meat industry [1]

Market Overview - The biopharmaceutical sector experienced a decline of 1.72% on December 2, with Aopumai leading the drop [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Individual Stock Performance - Dongbao Bio (300239) closed at 5.80, up 1.05% with a trading volume of 93,700 shares and a transaction value of 53.99 million yuan [1] - Aopumai (688293) saw a significant drop of 8.01%, closing at 50.32 with a trading volume of 33,400 shares and a transaction value of 171 million yuan [2] - Other notable declines included Kanghong Pharmaceutical (002773) down 3.78% and Watson Bio (300142) down 3.17% [2] Capital Flow Analysis - The biopharmaceutical sector experienced a net outflow of 456 million yuan from institutional investors, while retail investors saw a net inflow of 270 million yuan [2] - Notable stocks with significant capital inflows included He Yuan Bio (688765) with a net inflow of 17.69 million yuan from institutional investors [3] - Conversely, stocks like Rongchang Bio (688331) and Shenzhou Cell (688520) also saw mixed capital flows, indicating varied investor sentiment [3]

证券代码：300239 证券简称：东宝生物 公告编号：2025-070 债券代码：123214 债券简称：东宝转债 1、公司未在下列期间内回购公司股份： 包头东宝生物技术股份有限公司 关于回购公司股份的进展公告 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"东宝生物"或"公司")于2025 年1月3日召开第九届董事会第八次会议、第九届监事会第七次会议，审议通过了 《关于回购公司股份方案的议案》，使用公司自有资金和/或自筹资金以集中竞 价交易方式或法律法规允许的方式回购公司已发行的人民币普通股(A股)股票， 回购的公司股份用于实施员工持股计划或股权激励。本次回购股份不低于人民币 5,000万元(含)，且不超过人民币10,000万元(含)，具体回购资金总额以回购期限 届满时或者回购股份实施完毕时实际回购股份使用的成交资金总额为准。本次回 购价格不超过人民币8.00元/股(含)，本次回购股份的实施期限自公司董事会审议 通过回购股份方案之日起12个月内。因公司实施2024年度权益分派，公司本次回 购价格上限由不超过人民币8.0 ...

Market Overview - The biopharmaceutical sector increased by 0.83% on November 25, with Jindike leading the gains [1] - The Shanghai Composite Index closed at 3870.02, up 0.87%, while the Shenzhen Component Index closed at 12777.31, up 1.53% [1] Top Gainers in Biopharmaceutical Sector - Jinke (688670) closed at 25.75, up 19.99% with a trading volume of 92,200 shares [1] - Hualan Biological (301207) closed at 23.33, up 11.25% with a trading volume of 250,500 shares [1] - Saiseng Pharmaceutical (300485) closed at 11.95, up 5.19% with a trading volume of 168,000 shares [1] - Other notable gainers include Bohui Innovation (300318) at 6.84 (+3.32%) and Dongbao Biological (300239) at 5.72 (+3.25%) [1] Market Capital Flow - The biopharmaceutical sector saw a net inflow of 40.88 million yuan from institutional investors, while retail investors experienced a net outflow of 147 million yuan [2] - The sector's overall capital flow indicates a strong interest from institutional investors despite retail selling pressure [2] Individual Stock Capital Flow - Jinke (688670) had a net inflow of 39.66 million yuan from institutional investors, while retail investors showed a net outflow of 13.72 million yuan [3] - Other stocks like Watson Bio (300142) and Hualan Bio (002007) also experienced significant net inflows from institutional investors, indicating positive sentiment [3] - Conversely, stocks like Dongbao Biological (300239) and Bohui Innovation (300318) faced net outflows from retail investors, suggesting mixed investor sentiment [3]

Group 1 - Dongbao Biological experienced a stock price increase of 7.04%, reaching 5.93 CNY per share, with a trading volume of 87.45 million CNY and a turnover rate of 2.63%, resulting in a total market capitalization of 3.52 billion CNY [1] - The company, founded 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 revenue composition of Dongbao Biological includes capsule business (54.13%), gelatin products and by-products (37.30%), collagen business (7.81%), organic fertilizer (0.53%), and others (0.22%) [1] Group 2 - Among the top ten circulating shareholders of Dongbao Biological, one fund from GF Fund Management, GF Jufeng Mixed A (270005), entered the list in the third quarter, holding 4.52 million shares, which accounts for 0.77% of the circulating shares [2] - The estimated floating profit for GF Jufeng Mixed A today is approximately 1.76 million CNY [2] - GF Jufeng Mixed A was established on December 23, 2005, with a current scale of 3.37 billion CNY, and has achieved a year-to-date return of 30.78%, ranking 1994 out of 8136 in its category [2]

Group 1 - The company, Dongbao Biological (300239), primarily engages in the research, production, and sales of gelatin, collagen, hollow capsules, and their derivatives [1] - The company has clarified that it does not involve itself in the rare earth sector [1]

包头东宝生物技术股份有限公司 包头东宝生物技术股份有限公司(以下简称"东宝生物"或"公司")于2025 年1月3日召开第九届董事会第八次会议、第九届监事会第七次会议，审议通过了 《关于回购公司股份方案的议案》，使用公司自有资金和/或自筹资金以集中竞 价交易方式或法律法规允许的方式回购公司已发行的人民币普通股(A股)股票， 回购的公司股份用于实施员工持股计划或股权激励。本次回购股份不低于人民币 5,000万元(含)，且不超过人民币10,000万元(含)，具体回购资金总额以回购期限 届满时或者回购股份实施完毕时实际回购股份使用的成交资金总额为准。本次回 购价格不超过人民币8.00元/股(含)，本次回购股份的实施期限自公司董事会审议 通过回购股份方案之日起12个月内。因公司实施2024年度权益分派，公司本次回 购价格上限由不超过人民币8.00元/股(含)调整为不超过人民币7.98元/股(含)。具 体内容详见公司在巨潮资讯网(www.cninfo.com.cn)上披露的《回购股份报告书》 (公告编号：2025-009)、《关于2024年度权益分派实施后调整回购股份价格上限 和数量的公告》（公告编号：2025-049） ...

Core Points - The 2025 High-Quality Development Forum for Listed Companies and the 27th Golden Bull Award Ceremony took place in Nantong, Jiangsu, with the theme "Moving Forward with New Initiatives for a Sustainable Future" [1] - Guoen Co., Ltd. received the "2024 Golden Bull Secretary Award," highlighting its achievements in corporate governance and investor relations [1][5] Group 1: Company Overview - Guoen Co., Ltd. operates a vertically integrated industrial platform focused on the large chemical and health industries, implementing a "one body, two wings" development strategy [4] - The company has optimized its industrial structure, developing a comprehensive industrial cluster in new chemical materials, including green petrochemicals, organic polymer modifications, and lightweight components for new energy vehicles [4] - Guoen also holds a controlling stake in Dongbao Biological, which specializes in gelatin and collagen products, forming a diversified enterprise group in the health sector [4] Group 2: Award Significance - The Golden Bull Award is a prestigious evaluation activity organized by China Securities Journal, emphasizing transparency, professionalism, and credibility in the capital market [4] - The award aims to create a platform for authoritative recognition and brand display for listed companies, promoting healthy development within the capital market [4][5] - The awards include categories such as "Most Investment Value Award," "Golden Bull Outstanding Entrepreneur Award," and "Golden Bull Secretary Award," recognizing excellence in corporate governance and investor relations [5]

Core Viewpoint - Dongbao Biological is a leading gelatin and collagen producer in China, with significant technological barriers and a notable market share in the industry [1] Group 1: Business Overview - Dongbao Biological was established on March 12, 1997, and listed on the Shenzhen Stock Exchange on July 6, 2011, with its registered and operational base in Baotou, Inner Mongolia [1] - The company's main business includes the research, production, and sales of gelatin products and low molecular weight collagen, categorized under the pharmaceutical and biological industry [1] Group 2: Financial Performance - For Q3 2025, Dongbao Biological reported revenue of 533 million yuan, ranking 22nd among 34 companies in the industry, with the industry leader, Changchun High-tech, generating 9.807 billion yuan [2] - The net profit for the same period was 48.447 million yuan, placing the company 20th in the industry, while the top performer, Tonghua Dongbao, achieved a net profit of 1.188 billion yuan [2] Group 3: Financial Ratios - As of Q3 2025, Dongbao Biological's debt-to-asset ratio was 32.50%, higher than the industry average of 26.88% and improved from 36.68% in the previous year [3] - The company's gross profit margin was 24.53%, an increase from 22.62% year-on-year, but still below the industry average of 70.17% [3] Group 4: Executive Compensation - The chairman, Wang Aiguo, received a salary of 9,600 yuan for 2024, unchanged from the previous year, while the general manager, Liu Fang, earned 745,100 yuan, a decrease of 32,000 yuan from 2023 [4] Group 5: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 6.01% to 20,500, while the average number of circulating A-shares held per shareholder increased by 6.39% to 28,800 [5]

Core Insights - Dongbao Bio (300239.SZ) reported its Q3 2025 results, revealing that as of October 28, 2025, seven institutional investors held a total of 205 million shares, representing 34.59% of the company's total equity. This marks a decrease of 0.48 percentage points in institutional ownership compared to the previous quarter [1] Institutional Holdings - The institutional investors include Qingdao Guoen Technology Co., Ltd., Hainan Bainashengyuan Technology Co., Ltd., Shaanxi International Trust Co., Ltd. - Shaanguo Investment Dongbao Bio 2022 Employee Stock Ownership Trust Plan, National Social Security Fund 504 Portfolio, China Lucky Group Co., Ltd., Zhongke Xianxing (Beijing) Asset Management Co., Ltd., and Industrial and Commercial Bank of China - GF Jufeng Mixed Securities Investment Fund [1] - The total institutional ownership decreased by 0.48 percentage points from the last quarter [1] Public Fund Holdings - One public fund, GF Jufeng Mixed A, increased its holdings during this period, with an increase ratio of 0.29% [1] - A total of 35 public funds did not disclose their holdings this quarter, including Zhongzheng 2000, Huitianfu Zhongzheng 500 Index Enhanced A, Jiashi Zhongzheng Vaccine and Biotechnology ETF, GF Consumer Selected Mixed A, and Bodao Consumer Intelligent Navigation A [1] Social Security Fund Holdings - One social security fund, the National Social Security Fund 504 Portfolio, reduced its holdings by 0.58% compared to the previous quarter [1]