Core Insights - The Social Security Fund (SSF) has invested in 87 stocks as of the end of Q1, with 24 stocks held for over 8 consecutive quarters, indicating a long-term investment strategy [1][2] Group 1: Investment Holdings - The SSF's longest-held stock is Zhongyuan Media, held for 43 quarters since Q3 2014, with a current holding of 10.54 million shares, representing 1.58% of the circulating shares [1][3] - Other notable long-term holdings include WoWo Biological (42 quarters), Blue Sky Technology (28 quarters), and Yilian Network (27 quarters) [1][3] - The top three stocks by SSF holding volume at the end of Q1 are Mingtai Aluminum (71.30 million shares), Shenhuo Co. (51.96 million shares), and Guanglian Da (42.17 million shares) [1][3] Group 2: Changes in Holdings - Among the 24 continuously held stocks, three saw an increase in SSF holdings, with China West Electric, Yanjin Shop, and Yilian Network increasing by 27.55%, 17.90%, and 11.98% respectively [2][3] - Thirteen stocks experienced a reduction in holdings, with the largest decreases in holdings for Taoli Bread, Huate Dain, and Shengquan Group, with reductions of 54.74%, 50.27%, and 49.99% respectively [2][3] Group 3: Industry Distribution - The 24 continuously held stocks are concentrated in the basic chemicals, pharmaceutical biology, and non-ferrous metals sectors, with 7, 3, and 3 stocks respectively [2][3] - In terms of market segments, 15 stocks are from the main board, 7 from the Growth Enterprise Market, and 2 from the Sci-Tech Innovation Board [2][3] Group 4: Financial Performance - Among the 24 stocks, 18 reported year-on-year net profit growth, with significant increases noted for Xiantan Co. (583.83%), Zhongyuan Media (234.61%), and Kaili New Materials (90.48%) [3][4] - Five stocks reported a decline in net profit, with the largest decreases for Huaheng Biological, Shenhuo Co., and Taoli Bread, with declines of 40.98%, 35.05%, and 27.07% respectively [3][4]

业绩方面，基金调研公司中，6家公司已经公布了一季报，净利润同比增幅最高的是中际旭创、顺络电 子，净利润增长幅度为56.83%、37.02%。公布一季度业绩预告的共有1家。以净利润增幅中值来看，净 利润增幅最高的是天融信，预计净利润中值为-7000.00万元，同比增幅为21.62%。（数据宝） 4月20日基金调研公司一览 昨日基金共对9家公司进行调研，扎堆调研甘源食品、顺络电子、中际旭创等。 证券时报·数据宝统计，4月20日共9家公司被机构调研，按调研机构类型看，基金参与9家公司的调研活 动，其中，10家以上基金扎堆调研公司共6家。甘源食品最受关注，参与调研的基金达39家；顺络电 子、中际旭创等分别获26家、24家基金集体调研。 基金参与调研的公司中，按所属板块统计，深市主板公司有3家，创业板公司有6家。所属行业来看，基 金调研的公司共涉及5个行业，所属医药生物行业最多，有3家公司上榜；电子、通信等紧随其后，分别 有2家、2家公司上榜。 从基金调研公司的A股总市值统计，总市值在500亿元以上的共有1家，总市值不足100亿元的有3家，分 别是透景生命、甘源食品、天融信等。 市场表现上，基金调研股中，近5日上涨的有 ...

Core Insights - The company reported a revenue of 925 million yuan for 2024, a year-on-year increase of 9.10%, and a net profit of 318 million yuan, up 2.46% from the previous year [1] - The sales revenue of the "Dust Mite Drops" reached 886 million yuan, growing by 7.86%, while the "Artemisia Pollen Sublingual Drops" saw a significant increase of 76.43% to 27 million yuan [1] - The company is a leading player in the allergy treatment market in China, focusing on the development and sales of allergy diagnosis and treatment products [2] Financial Performance - In Q1 2025, the company achieved a revenue of 228 million yuan, a 5.65% increase year-on-year, with a net profit of 74 million yuan, slightly down by 3.71% [1] - The sales of "Dust Mite Drops" in Q1 2025 were 216 million yuan, up 4.10%, while "Artemisia Pollen Sublingual Drops" increased by 43.52% to 9 million yuan [1] Market Position and Growth Potential - The company is positioned in a high-growth market for allergy treatments, with a potential market size driven by a significant number of allergy sufferers in China, estimated at 420 million people [2][3] - The company is recognized as the absolute leader in domestic desensitization treatment, with a competitive landscape that supports strong growth [3] Research and Development - The company invested 125 million yuan in R&D in 2024, accounting for 13.48% of its revenue, to enhance its product pipeline in allergy treatment [3] - The company holds 12 valid Chinese invention patents and has plans to enter new medical fields, including stem cell therapies and natural medicines [3] Product Development - The company has received approval for several new allergy testing products, expanding its portfolio to a total of 8 approved skin prick test products [4] - The company aims to improve the quality of life and health span of individuals through its innovative allergy treatment solutions [4] Shareholder Returns - The company has a consistent profit distribution policy, with a planned cash dividend of 115 million yuan for 2024, representing 36.24% of its net profit [5] - Since its listing, the company has distributed over 850 million yuan in cash dividends, significantly exceeding its initial fundraising amount [4]

Summary of the Conference Call for Iwu Biological Company Overview - **Company**: Iwu Biological - **Industry**: Allergy treatment and diagnostics Key Financial Performance - **2024 Revenue**: 925 million CNY, up 9.1% YoY - **Net Profit**: 318 million CNY, up 2.46% YoY - **Core Product Revenue**: - Dust Mite Drops: 886 million CNY, up 7.86% YoY - Artemisia Pollen Sublingual Drops: 27 million CNY, up 76.43% YoY - Skin Prick Liquid: 7.3 million CNY, up 103% YoY - **Q1 2025 Revenue**: 228 million CNY, up 5.65% YoY - **Q1 2025 Net Profit**: 74.34 million CNY, down 3.71% YoY, but non-recurring net profit up 1.48% YoY [3][4] Market Expansion and Strategy - **Hospital Coverage**: Current coverage of over 1,000 hospitals, with plans to expand to approximately 4,000 county-level hospitals [3][5] - **New Products**: Three new prick test products (Xuanlingcao, Xiaolianhua, and Catnip) approved as screening tools, expected to drive future sales growth [3][6] - **Sales Strategy**: Focus on strict diagnosis before treatment to maintain market reputation, with increased sales personnel to enhance hospital coverage [3][5][14] R&D and Product Development - **R&D Focus**: - Allergy treatment products - Natural drug development against antibiotic resistance - New drug development based on innovative technologies [3][7] - **Allergy Diagnostic Device**: Development of a machine to interpret prick test results, aiming to speed up nurse operations, with clinical trials planned [3][10] - **New Product Launches**: Dust mite membrane agent positioned as an upgrade to dust mite drops to address inflation and provide flexible pricing [3][25] Dividend Policy - **Increased Dividend Frequency**: Announced a cash dividend of 2.2 CNY per 10 shares for 2025, the highest in company history, with total dividends exceeding 900 million CNY since listing [3][8] Sales and Marketing Adjustments - **Sales System Changes**: Increased emphasis on online promotion and collaboration with major hospitals for broader outreach [3][21] - **Sales Growth**: Significant increase in sales of Artemisia Pollen Drops, indicating strong market demand [3][22] Financial Outlook - **Expense Management**: Anticipated increase in management and sales expenses due to personnel growth and project completions, with a focus on maintaining profitability [3][13] - **Sales Personnel Growth**: Plans to further increase the number of sales personnel to enhance revenue generation [3][14] Market Dynamics - **Impact of New Biologics**: New biologics for allergic rhinitis have minimal impact on the desensitization product market, as they mainly compete within existing symptom control medications [3][17] Future Development Plans - **2025 Goals**: Continue to strengthen the desensitization treatment sector, enhance marketing efforts, and optimize internal processes for efficiency [3][26]

Financial Performance - In 2024, the company achieved a revenue of 925,394,524.96 RMB, a year-on-year increase of 9.10% [2] - The net profit attributable to shareholders was 317,822,381.76 RMB, up 43.52% compared to the previous year [2] - In Q1 2025, the revenue was 228,471,779.62 RMB, reflecting a growth of 5.65% year-on-year [2] - The net profit for Q1 2025 was 74,342,067.14 RMB, a decrease of 3.71% from the same period last year [2] Product Sales Performance - Sales revenue for "Dust Mite Drops" in 2024 was 1,215,804,998.41 RMB, an increase of 4.10% year-on-year [2] - Sales revenue for "Artemisia Flower Pollen Sublingual Drops" reached 9,300,884.66 RMB, marking a growth of 76.43% [2] - Sales revenue for "Skin Prick Test Solution" was 2,336,289.25 RMB, with a significant increase of 104.58% year-on-year [3] R&D Pipeline - As of December 2024, the company has received approval for three new skin prick test products, expanding its portfolio to a total of 8 approved products [3] - The "House Dust Mite Membrane" drug clinical trial application was approved in December 2024, entering Phase I clinical trials in March 2025 [3][6] Dividend Distribution - The company announced a cash dividend of 1.20 RMB per 10 shares, totaling approximately 62,830,080.00 RMB, subject to shareholder approval [4] - Cumulatively, the company has distributed over 850 million RMB in cash dividends since its listing, equivalent to about four times the initial fundraising amount [3] Sales Strategy and Market Position - The company is enhancing its sales management structure and has selected a group of young sales managers to take on more responsibilities [6] - The positioning of the "House Dust Mite Membrane" product focuses on sublingual administration, improving patient compliance and accuracy [7] Conclusion - The company aims to maintain its leading position in the desensitization field while optimizing internal processes and enhancing operational efficiency [8]

证券代码：300357 证券简称：我武生物 公告编号：2025-015 号 浙江我武生物科技股份有限公司 关于会计政策变更的公告 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。 （二）变更前采用的会计政策 本次会计政策变更前，公司执行财政部修订和发布的《企业会计准则——基 本准则》和各项具体会计准则、企业会计准则应用指南、企业会计准则解释公告 1 特别提示： 浙江我武生物科技股份有限公司（以下简称"公司"）根据中华人民共和国 财政部（以下简称"财政部"）颁布的相关规定进行会计政策变更，根据《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》等有关 规定，本次会计政策变更是公司根据法律、法规和国家统一的会计制度的要求进 行的变更，无需提交公司董事会和股东会审议。本次会计政策变更不会对公司 2024年度财务报表产生影响。 一、会计政策变更概述 （一）变更原因及日期 2023年10月，财政部发布了《企业会计准则解释第17号》（财会[2023]21 号，以下简称"解释17号"），规定了"关于流动负债与非流动负债的划分"、 "关于供应商融资安排的披露 ...

为贯彻落实中央政治局会议提出的"要活跃资本市场、提振投资者信心"、 国务院常务会议提出的"要大力提升上市公司质量和投资价值，要采取更加有力 有效措施，着力稳市场、稳信心"的要求，进一步提升浙江我武生物科技股份有 限公司（以下简称"公司"）质量和投资价值，公司于 2024 年 3 月 8 日披露了 《关于"质量回报双提升"行动方案的公告》（公告编号：2024-001 号）。关于"质 量回报双提升"行动方案的进展情况如下： 证券代码：300357 证券简称：我武生物 公告编号：2025-016 号 浙江我武生物科技股份有限公司 一、 深耕脱敏领域，保持国内领先地位 关于"质量回报双提升"行动方案的进展公告 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。 公司是一家专业从事过敏性疾病诊断及治疗产品的研发、生产和销售的高科 技生物制药企业，在我国脱敏治疗市场具备领先地位。公司主要上市销售的药品 包括粉尘螨滴剂（国药准字 S20060012，商品名：畅迪）、黄花蒿花粉变应原舌下 滴剂（国药准字 S20210001，商品名：畅皓）、以及粉尘螨皮肤点刺诊断试剂盒 （国药准字 ...

证券代码：300357 证券简称：我武生物 公告编号：2025-011 号 浙江我武生物科技股份有限公司 关于使用闲置自有资金购买理财产品的公告 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。 重要内容提示： 1、投资种类：商业银行等金融机构发行的中低风险、流动性好、安全性高 的理财产品。 2、投资金额：公司及子公司使用闲置自有资金最高不超过11亿元（含本数） 购买中低风险理财产品。 3、特别风险提示：尽管理财产品都经过严格的评估，且属于中低风险投资 产品，但理财产品仍可能受到市场波动的影响，投资收益具有不确定性。敬请投 资者注意相关风险并谨慎投资。 一、投资情况概述 1、投资目的 公司及子公司将按照法律法规及公司内控的规定严格控制风险，对理财产品 1 进行严格评估、筛选，选择包括但不限于商业银行等金融机构发行的中低风险、 流动性好、安全性高的理财产品，上述投资品种不含投资境内外股票、证券投资 基金等有价证券及其衍生品。 4、投资期限 自获公司董事会审议通过之日起12个月内有效。 5、资金来源 为提高浙江我武生物科技股份有限公司（以下简称"公司"）资金的使用效 ...

证券代码：300357 证券简称：我武生物 公告编号：2025-014 号 特此公告。 浙江我武生物科技股份有限公司（以下简称"公司"）2024年年度报告于 2025年4月19日深圳证券交易所网站和符合中国证监会规定条件的媒体上披露， 为让广大投资者进一步了解公司2024年年度报告及经营情况，公司将于2025年4 月23日15:30-16:30在全景网举办2024年度业绩说明会，本次年度业绩说明会将采 用网络远程的方式举行，投资者可登陆全景网"投资者关系互动平台" （http://ir.p5w.net）参与本次年度业绩说明会。 出席本次年度网上业绩说明会的人员有：公司董事长胡赓熙先生、总经理何 建明先生、独立董事张飞达（ZHANG FEIDA）先生、独立董事徐国良先生、副 总经理兼董事会秘书管祯玮先生、财务负责人王国其先生。 为充分尊重投资者、提升交流的针对性，现就公司2024年度业绩说明会提前 向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于2025年4月 23日15：00前访问http://ir.p5w.net/zj/，或扫描下方二维码，进入问题征集专题页 面。公司将在2024年度业绩说明会上 ...

浙江我武生物科技股份有限公司 2024年度财务决算报告 一、财务报表审计情况 公司 2024 年度财务报表及附注已经容诚会计师事务所（特殊普通合伙）审计， 并出具了标准无保留意见的审计报告：容诚审字[2025]200Z0118 号，审计报告认为： 财务报表在所有重大方面按照企业会计准则的规定编制，公允反映了公司 2024 年 12 月 31 日的财务状况以及 2024 年度的经营成果和现金流量。 二、基本财务状况 （一）财务状况 报告期末，公司负债总额为 25,029.53 万元，较上年同期减少 816.50 万元，下 降 3.16%，其中流动负债 18,258.32 万元，占负债总额的 72.95%，是负债的主要组 成部分。 流动负债比上年同期增加 554.30 万元，增幅 3.13%，其中应付账款较上年同期 增加 3,977.91 万元，增幅 497.74%，主要为应付工程设备款项增加所致。短期借款 较上年同期减少 2,176.28 万元，下降 63.28%。 1. 资产结构 报告期末，公司资产总额为 270,912.49万元，较上年同期增加 14,695.82 万元， 增幅为 5.74%，其中流动资产 ...