Core Viewpoint - The clinical study of "Fusarium solani prick solution" developed by the company has successfully completed a Phase I clinical trial in Chinese volunteers, demonstrating good safety and effectiveness within the specified dosage range [1] Group 1: Clinical Study Results - The "Fusarium solani prick solution" showed good safety within the dosage range of 55DU/mL to 495000DU/mL, with adverse events being classified as Grade 1 or 2, and no serious adverse reactions or events leading to withdrawal [1] - A certain proportion of delayed reactions were observed among the subjects, potentially related to the fungal nature of Fusarium [1] - The specificity of the product at all dosages was over 95%, with no dose-related effects observed; sensitivity increased with dosage, reaching 95% at a dosage of 55000DU/mL [1] Group 2: Recommendations for Future Research - Researchers recommend advancing the product to subsequent clinical studies using dosages of 55000DU/mL and above, based on the review requirements of other marketed allergen prick solutions [1] - It is suggested to explore better solutions to reduce delayed reactions from a pharmaceutical perspective before conducting further preclinical studies [1]

Core Viewpoint - Iwu Biologics (300357.SZ) has completed a Phase I clinical study on its developed "Fusarium solani prick test solution," demonstrating good safety and effectiveness in a defined dosage range [1] Group 1: Clinical Study Results - The clinical study was a single-center, open-label Phase I trial conducted on volunteers in China [1] - The solution showed good safety within the dosage range of 55 DU/mL to 495,000 DU/mL, with adverse events being classified as Grade 1 or 2, and no serious adverse reactions or events leading to withdrawal [1] - A certain proportion of delayed reactions were observed among subjects, potentially related to the fungal nature of Fusarium [1] Group 2: Efficacy Metrics - The specificity of the product at all dosages was above 95%, with no dose-related effects observed [1] - Sensitivity increased with dosage, reaching 95% at a dosage of 55,000 DU/mL [1] Group 3: Recommendations for Future Research - Researchers recommend advancing the product to subsequent clinical studies using dosages of 55,000 DU/mL and above, based on the evaluation requirements of other marketed allergen prick test solutions [1] - It is suggested to explore better strategies to reduce delayed reactions from a pharmaceutical perspective before conducting further preclinical studies [1]

Group 1 - The company has completed a Phase I clinical study of "Fumigatus Point Injection" in Chinese volunteers, focusing on its safety and efficacy [1] - The clinical trial report indicates that within the set dosage range (55 DU/mL - 495,000 DU/mL), the product demonstrated good safety, with no serious adverse reactions or events leading to withdrawal [1] - A certain percentage of delayed reactions were observed among participants, with sensitivity increasing with dosage, reaching 95% at a dosage of 55,000 DU/mL [1]

证券代码：300357 证券简称：我武生物 公告编号：2025-036 号 浙江我武生物科技股份有限公司 关于取得烟曲霉点刺液 I 期临床试验总结报告的公告 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。 日前，浙江我武生物科技股份有限公司（以下简称"公司"）研发的"烟曲霉点 刺液"完成了"一项在中国志愿者中探索烟曲霉点刺液安全性及有效性的临床研究— —单中心、开放的 I 期临床研究"，并取得了 I 期临床试验总结报告。现将有关内容 公告如下： 一、基本情况 药物名称：烟曲霉点刺液 注册分类：治疗用生物制品1类 剂型：皮肤点刺试剂 适应症：用于皮肤点刺试验，辅助诊断因烟曲霉致敏引起的I型变态反应性疾病。 临床试验分期：I期临床试验 研究设计：单中心、开放 申办方：浙江我武生物科技股份有限公司 研究单位：华中科技大学同济医学院附属同济医院 二、试验结果 烟曲霉点刺液（以下简称"本品"）在设定的剂量范围内（55 DU/mL-495000 DU/mL）具有良好的安全性，发生的不良事件均为1级或2级，未发生严重不良反应或 导致退出的不良事件。在受试者中出现一定比例的迟 ...

Core Viewpoint - Iwubio has shown a significant stock price increase of 42.54% year-to-date, despite recent declines in the short term [1][2]. Financial Performance - For the first half of 2025, Iwubio reported revenue of 484 million yuan, representing a year-on-year growth of 12.81% [2]. - The net profit attributable to shareholders for the same period was 177 million yuan, reflecting an 18.61% increase compared to the previous year [2]. Stock Market Activity - As of September 24, Iwubio's stock price was 28.65 yuan per share, with a market capitalization of 15 billion yuan [1]. - The stock experienced a trading volume of 114 million yuan and a turnover rate of 0.83% on the same day [1]. - The stock has seen a decline of 4.72% over the last five trading days and 7.43% over the last twenty days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 3.53% to 34,600 [2]. - The average number of circulating shares per shareholder increased by 3.66% to 13,999 shares [2]. Dividend Distribution - Since its A-share listing, Iwubio has distributed a total of 913 million yuan in dividends, with 317 million yuan distributed over the last three years [3]. Major Shareholders - As of June 30, 2025, the fifth largest circulating shareholder is the China National Bio-Medical Index A, holding 4.69 million shares, a decrease of 188,000 shares from the previous period [3]. - The seventh largest shareholder is the Hong Kong Central Clearing Limited, holding 4.11 million shares, down by 491,800 shares [3].

致：浙江我武生物科技股份有限公司 上海礼丰律师事务所(以下简称"本所")接受浙江我武生物科技股份有限公司 (以下简称"公司")的委托，指派本所律师(以下简称"本所律师")根据《中华人民共 和国证券法》《中华人民共和国公司法》《上市公司股东会规则》等法律、法规、 规范性文件(以下统称"法律法规")及《浙江我武生物科技股份有限公司章程》(以 下简称"公司章程")的规定就公司 2025 年第一次临时股东会(以下简称"本次股东 会")相关事宜出具法律意见。 关于浙江我武生物科技股份有限公司 2025 年第一次临时股东会的法律意见书 本所及经办律师依据《中华人民共和国证券法》《律师事务所从事证券法律 业务管理办法》和《律师事务所证券法律业务执业规则(试行)》等规定及法律意 见书出具日以前已经发生或者存在的事实，严格履行了法定职责，遵循了勤勉尽 责和诚实信用原则，进行了充分的核查验证，保证法律意见所认定的事实真实、 准确、完整、及时，所发表的结论性意见合法、准确，不存在虚假记载、误导性 陈述或者重大遗漏，并承担相应法律责任。 本所律师已经按照有关法律法规的要求和律师行业公认的道德标准以及勤 勉尽责的精神对公司本次股东会相 ...

证券代码：300357 证券简称：我武生物 公告编号：2025-035 号 浙江我武生物科技股份有限公司 2025 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. 本次股东会没有出现否决议案的情况； 2. 本次股东会不涉及变更以往股东会已通过决议的情况。 一、会议召开和出席情况 1. 会议召集人：浙江我武生物科技股份有限公司（以下简称"公司"）董事会 其中，通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 9 月 12 日 9:15-9:25、9:30-11:30 和 13:00-15:00；通过深圳证券交易所互联网投票系统进行网络投 票的具体时间为 2025 年 9 月 12 日 9:15-15:00。 3. 会议召开方式：采用现场表决与网络投票相结合的方式召开 4. 现场会议地点：上海市徐汇区钦江路 333 号 40 号楼 6 楼会议室 5. 会议主持人：董事长胡赓熙先生 6. 本次会议的召集、召开、表决程序符合有关法律法规和《公司章程》的规定。 7. 会议出席情况 股东出席的总体情况： 2. 会议 ...

Core Viewpoint - The report emphasizes the sustained high growth in the innovative pharmaceutical and medical device sectors, recommending continued investment in these areas [1]. Investment Highlights - The report maintains a recommendation for innovative pharmaceuticals and medical devices, highlighting the potential for value re-evaluation in the Pharma sector, with specific buy ratings for companies such as 恒瑞医药, 翰森制药, 三生制药, and 华东医药 [2]. - It continues to recommend Biopharma/Biotech companies that are gradually realizing their innovative pipelines and entering a performance growth phase, with buy ratings for 科伦博泰生物, 信达生物, 康方生物, 新诺威, 映恩生物, 京新药业, 微芯生物, 特宝生物, 我武生物, and 来凯医药 [2]. - The report also suggests investment in CXO and upstream pharmaceutical companies benefiting from innovation and recovery, maintaining buy ratings for 百普赛斯, 药明康德, 药明合联, 泰格医药, and 美诺华 [2]. - It recommends leading medical device companies expected to recover, with buy ratings for 微创医疗, 联影医疗, and 惠泰医疗 [2]. Market Performance - In the first week of September 2025, the A-share pharmaceutical sector outperformed the broader market, with the SW pharmaceutical and biotech index rising by 1.4% while the Shanghai Composite Index fell by 1.2% [3]. - Within the biopharmaceutical sector, the chemical preparations segment saw a notable increase of 4.5%, while biological products and medical services rose by 1.9% and 1.7%, respectively [3]. - The top-performing stocks included 海辰药业 (+28.7%), 长春高新 (+24.2%), and 百花医药 (+21.3%), while the worst performers were 舒泰神 (-24.0%), 广生堂 (-15.8%), and 塞力医疗 (-15.6%) [3]. - In the Hong Kong market, the healthcare sector also outperformed, with the Hang Seng Healthcare index rising by 7.0% and the biotech index by 7.3%, compared to a 1.4% increase in the Hang Seng Index [3]. - The top gainers in the Hong Kong market were 三叶草生物-B (+99%), 圣诺医药-B (+62%), and 加科思-B (+41%), while the biggest losers included 美中嘉和 (-11%), 科笛-B (-9%), and 思路迪医药股份 (-6%) [3]. - In the US market, the healthcare sector performed in line with the broader market, with the S&P Healthcare Select Sector Index increasing by 0.3%, matching the S&P 500's performance [4]. - The top gainers in the US healthcare sector included 德康医疗 (+7%), 生物基因 (+6%), and 环球健康服务 (+5%), while the largest declines were seen in KENVUE (-10%), REVVITY (-4%), and MOLINA HEALTHCARE (-3%) [4].

Group 1 - A total of 43 companies were investigated by institutions on September 1, with 26 companies being surveyed by funds, indicating a strong interest from institutional investors [1] - The most popular company among funds was Kaiying Network, which attracted 34 funds for investigation, followed by Xingqi Eye Medicine with 24 funds [1][2] - The surveyed companies spanned 17 industries, with the highest representation in the electric equipment, electronics, and pharmaceutical biology sectors, each having three stocks [1] Group 2 - Among the surveyed companies, only one had a total market value exceeding 50 billion yuan, while 17 companies had a market value below 10 billion yuan, including Sanfu Outdoor and Shouhua Gas [1] - In terms of market performance, 10 stocks among the surveyed companies increased in value over the past five days, with the highest gains seen in Kunheng Shunwei (15.13%), Xingqi Eye Medicine (14.77%), and Huali Chuantong (14.39%) [1][2] - Conversely, 16 stocks experienced declines, with Guangxin Technology, Xiangsheng Medical, and Zhucheng Technology showing the largest drops of 8.37%, 7.83%, and 7.57% respectively [1][2]

Group 1: Company Analysis - Weichai Power - Weichai Power's 2025 interim report shows significant growth in data center large-capacity engines, with nearly 600 units sold, representing a 491% year-on-year increase [4] - The company's AIDC business is rapidly developing, and the KION logistics equipment business is expected to improve profitability after management optimization [2][4] - Weichai Power's revenue for the first half of 2025 was CNY 1131.5 billion, a slight increase of 0.6% year-on-year, while net profit attributable to shareholders was CNY 56.4 billion, down 4.4% year-on-year [3][4] Group 2: Company Analysis - Tuojing Technology - Tuojing Technology's advanced process verification equipment has successfully passed customer certification and is gradually entering the mass production phase, leading to a significant improvement in profitability [13][14] - The company's revenue for the first half of 2025 reached CNY 1.954 billion, a year-on-year increase of 54.25%, with a net profit of CNY 38.18 million, up 91.35% year-on-year [14] - The sales gross margin for Q2 2025 was 38.82%, indicating a clear upward trend in profitability [14] Group 3: Company Analysis - Iwu Biological - Iwu Biological's core product, dust mite drops, is steadily growing, while the new product, Artemisia annua drops, is rapidly gaining market share [17][18] - The company reported a revenue of CNY 484 million for the first half of 2025, a year-on-year increase of 12.81%, and a net profit of CNY 177 million, up 18.61% year-on-year [17][18] - The company is focusing on new research directions, including stem cells and natural medicines, which may enhance its growth potential [18] Group 4: Industry Analysis - Textile and Apparel - The textile and apparel industry faces significant operational challenges, with A-share apparel revenue declining in Q2, although some companies are showing strong performance [7][10] - The retail sales of clothing and accessories in China showed a year-on-year increase of 1.8% in July, indicating a slight recovery in consumer demand [9] - The export of textiles and garments from China saw a year-on-year decline of 0.3% in July, with garment exports weakening [9][11]