Core Viewpoint - Iwubio experienced a decline of 0.58% in stock price on January 15, with a trading volume of 173 million yuan, indicating a potential shift in investor sentiment and market dynamics [1] Financing Summary - On January 15, Iwubio had a financing buy amount of 14.90 million yuan and a financing repayment of 36.21 million yuan, resulting in a net financing outflow of 21.31 million yuan [1] - The total financing and securities balance for Iwubio as of January 15 is 430 million yuan, which accounts for 2.66% of its market capitalization, indicating a relatively high financing balance compared to the past year [1] - The company had a securities lending repayment of 1,500 shares on January 15, with no shares sold, and a remaining securities lending balance of 11,300 shares valued at 349,100 yuan, which is low compared to the past year [1] Business Performance - As of September 30, Iwubio reported a total of 32,400 shareholders, a decrease of 6.22% from the previous period, while the average circulating shares per person increased by 6.63% to 14,927 shares [2] - For the period from January to September 2025, Iwubio achieved an operating income of 853 million yuan, representing a year-on-year growth of 16.86%, and a net profit attributable to shareholders of 345 million yuan, reflecting a growth of 26.67% [2] Dividend and Shareholding Information - Since its A-share listing, Iwubio has distributed a total of 965 million yuan in dividends, with 369 million yuan distributed over the past three years [3] - As of September 30, 2025, among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest with 5.56 million shares, an increase of 1.45 million shares from the previous period [3] - New institutional shareholders include Jiashi Mutual Fund and Penghua Medical Technology Fund, holding 4.71 million shares and 4.30 million shares respectively, while the China Merchants National Bio-Medical Index Fund reduced its holdings by 783,300 shares [3]

（文章来源：证券日报） 证券日报网讯 1月15日，我武生物在互动平台回答投资者提问时表示，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。公司研发人员可以借助各类大语言模型检 索相关研发信息和资料，公司药品的研发进展可以关注公司的定期报告与相关临时公告。 ...

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。 一、股东会审议通过利润分配方案的情况 1、浙江我武生物科技股份有限公司（以下简称"公司"）2025年第三季度权 益分派方案已获2025年12月24日召开的公司2025年第二次临时股东会审议通过， 以公司总股本523,584,000股为基数，向全体股东每10股派1.00元人民币现金（含 税），预计共计派发现金股利人民币52,358,400.00元（含税），不送红股，不进行 资本公积金转增股本。若在分配方案实施前，出现股权激励行权、可转债转股、 股份回购等公司股本总额发生变动情形的，将按照分红总金额固定不变的原则， 调整计算分配比例。 证券代码：300357 证券简称：我武生物 公告编号：2026-001 浙江我武生物科技股份有限公司 2025 年第三季度权益分派实施公告 4、本次实施分配方案距离股东会审议通过的时间未超过两个月。 二、本次实施的利润分配方案 公司2025年第三季度权益分派方案为：以公司现有总股本523,584,000股为基 数，向全体股东每10股派1.00元人民币现金（含税；扣税后，通过深股通持有股 ...

我武生物公告称，公司2025年第三季度权益分派方案已获2025年第二次临时股东会审议通过。以总股本 523,584,000股为基数，向全体股东每股派1元现金（含税），预计派发现金股利5235.84万元，不送红 股，不进行资本公积金转增股本。本次权益分派股权登记日为2026年1月19日，除权除息日为1月20日。 公司委托中国结算深圳分公司代派A股股东现金红利，部分股东现金红利由公司自行派发。 ...

Core Viewpoint - Iwubio's stock price has shown fluctuations, with a recent decline of 2.05%, while the company has experienced a year-to-date increase of 7.80% in stock value [1] Group 1: Stock Performance - As of January 12, Iwubio's stock price was 30.56 CNY per share, with a market capitalization of 16.001 billion CNY [1] - The stock has seen a 1.56% increase over the last five trading days and a 2.86% increase over the last twenty days, but a decline of 0.78% over the last sixty days [1] Group 2: Financial Performance - For the period from January to September 2025, Iwubio reported a revenue of 853 million CNY, reflecting a year-on-year growth of 16.86% [2] - The net profit attributable to shareholders for the same period was 345 million CNY, marking a year-on-year increase of 26.67% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Iwubio was 32,400, a decrease of 6.22% from the previous period [2] - The average number of circulating shares per shareholder increased by 6.63% to 14,927 shares [2] - The company has distributed a total of 9.13 billion CNY in dividends since its A-share listing, with 317 million CNY distributed in the last three years [3] Group 4: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 5.562 million shares, an increase of 1.4524 million shares from the previous period [3] - New institutional shareholders include Jiashi Huirong Selected Stock A and Penghua Medical Technology Stock A, holding 4.7118 million shares and 4.2986 million shares, respectively [3]

Group 1 - The core viewpoint of the news is that I-Wu Biotech has shown positive financial performance with significant growth in revenue and net profit, alongside notable trading activity in its stock [2][3]. - On January 9, I-Wu Biotech's stock price increased by 2.43%, with a trading volume of 219 million yuan. The net financing purchase for the day was 1.11 million yuan, indicating strong investor interest [1]. - As of January 9, the total margin balance for I-Wu Biotech was 431 million yuan, which is 2.63% of its market capitalization, suggesting a high level of leverage compared to the past year [1]. Group 2 - For the period from January to September 2025, I-Wu Biotech reported a revenue of 853 million yuan, representing a year-on-year growth of 16.86%, and a net profit attributable to shareholders of 345 million yuan, up 26.67% [2]. - The company has distributed a total of 913 million yuan in dividends since its A-share listing, with 317 million yuan paid out in the last three years [3]. - As of September 30, 2025, the number of shareholders decreased by 6.22% to 32,400, while the average number of circulating shares per person increased by 6.63% to 14,927 shares [2].

Group 1 - The core point of the news is that I-Wu Biotech's stock price increased by 5.4% to 29.88 CNY per share, with a total market capitalization of 15.645 billion CNY as of the report date [1] - I-Wu Biotech, established on September 19, 2002, and listed on January 21, 2014, specializes in the research, production, and sales of products for the diagnosis and treatment of allergic diseases [1] - The company's main revenue sources include dust mite drops (94.17%), Artemisia flower (4.35%), skin prick liquid (1.31%), R&D services (0.12%), and others (0.05%) [1] Group 2 - Tianhong Fund has a significant holding in I-Wu Biotech, with the Tianhong National Bio-Medical ETF holding 20,400 shares, representing 0.05% of the fund's net value, ranking as the ninth largest holding [2] - The Tianhong National Bio-Medical ETF, established on January 27, 2021, has a current size of 224 million CNY and has achieved a year-to-date return of 6.03%, ranking 3691 out of 4189 in its category [2] - The fund manager, He Yuxuan, has been in position for 4 years and 190 days, with the fund's total assets amounting to 9.413 billion CNY, achieving a best return of 101.32% and a worst return of -62.42% during the tenure [3]

Core Viewpoint - The biopharmaceutical sector experienced a slight decline of 0.34% on December 30, with Wanze Co., Ltd. leading the losses. The Shanghai Composite Index closed at 3965.12, down 0.0%, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1]. Group 1: Market Performance - The biopharmaceutical sector's performance showed mixed results, with individual stocks experiencing varying degrees of gains and losses. Notably, Aidi Pharmaceutical saw a rise of 4.10% to close at 15.98, while Wanze Co., Ltd. fell by 6.76% to 21.94 [1][2]. - The trading volume for Aidi Pharmaceutical was 93,900 shares, with a transaction value of 150 million yuan, indicating strong investor interest [1]. Group 2: Capital Flow - The biopharmaceutical sector faced a net outflow of 330 million yuan from institutional investors, while retail investors contributed a net inflow of 349 million yuan, suggesting a shift in investor sentiment [2]. - The data indicates that while institutional investors withdrew funds, retail investors were more active in purchasing shares within the sector [2][3]. Group 3: Individual Stock Analysis - Ganne Pharmaceutical experienced a net outflow of 34.73 million yuan from institutional investors, while retail investors showed a net inflow of 129.36 million yuan, reflecting a divergence in investment strategies [3]. - Other notable stocks included Huashan Biological, which had a net inflow of 430.99 million yuan from institutional investors, indicating positive sentiment towards its performance [3].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688293 | 奧浦迈 | 49.23 | -5.91% | 1.46万 | 7313.40万 | | 300357 | 我武生物 | 28.23 | -3.42% | 8.14万 | 2.32 Z | | 002581 | ST未名 | 7.36 | -3.41% | 5.71万 | 4244.92万 | | 603087 | 甘李药业 | 66.15 | -3.13% | 1 8.20万 | 5.48亿 | | 002773 | 康弘药业 | 29.85 | -2.96% | 6.82万 | 2.05亿 | | 688670 | 金過完 | 21.25 | -2.88% | 2.79万 | 5955.49万 | | 000534 | 万泽股份 | 23.53 | -2.85% | 13.98万 | 3.31亿 | | 300841 | 康华生物 | 72.66 | -2.85% | 2.29万 | 1.68亿 | | 920047 | 诺思兰 ...

Investment Rating - The report maintains an "Outperform" rating for several companies in the pharmaceutical sector, including Jiangsu Heng Rui Medicine, Hansoh Pharmaceutical Group, 3SBio, Sichuan Kelun Pharmaceutical, and Jiangsu Nhwa Pharmaceutical [5][6]. Core Insights - The report emphasizes the high prosperity in innovative drugs and continues to recommend companies with promising pipelines and performance growth in the Biopharma/Biotech sector, maintaining an "Outperform" rating for Innovent Biologics, WuXi XDC Cayman, and others [5][23]. - It highlights the performance of the A-Shares pharmaceutical sector, which underperformed the market, with the SW Pharma & Bio index falling by 0.2% while the SHCOMP rose by 1.9% [7][18]. - The report notes that the premium level of the pharmaceutical sector relative to all A-Shares is currently at a normal level of 66.7% as of December 26, 2025 [13][17]. Summary by Sections 1. Continued Recommendation for Innovative Drugs and Industry Chain - The report continues to recommend innovative drugs and the associated industry chain, highlighting the high demand and potential for revaluation in the pharmaceutical sector [5][23]. - Specific companies recommended include Jiangsu Heng Rui Medicine, Hansoh Pharmaceutical Group, 3SBio, Sichuan Kelun Pharmaceutical, and Jiangsu Nhwa Pharmaceutical, all rated as "Outperform" [5][6]. 2. A-Shares Pharmaceutical Sector Performance - In the fourth week of December 2025, the A-Shares pharmaceutical sector underperformed the broader market, with a decline of 0.2% compared to a 1.9% increase in the SHCOMP index [7][18]. - The best-performing sub-sectors included chemical raw materials (+2.0%) and medical equipment (+0.1%), while biological products saw a slight decline of -0.1% [9][18]. 3. Hong Kong and U.S. Market Performance - The Hong Kong pharmaceutical sector also underperformed, with the Hang Seng Healthcare index down by 1.8% and the Hang Seng Biotechnology index down by 2.3% [18]. - In contrast, the U.S. pharmaceutical sector performed similarly to the market, with the S&P Healthcare Select Sector increasing by 1.0% [18].