Group 1 - The cell immunotherapy sector experienced a decline of 2.75%, ranking among the top losers in the concept sector, with ST Zhongzhu hitting the daily limit down [1] - Major stocks within the cell immunotherapy sector that saw significant declines include Zhaoyan New Drug, Jimin Health, and Boteng Co., with respective drops of 6.04%, 5.45%, and 5.34% [1][2] - The sector faced a net outflow of 1.61 billion yuan from main funds, with 48 stocks experiencing outflows, and six stocks seeing outflows exceeding 100 million yuan, led by Hengrui Medicine with a net outflow of 293 million yuan [2] Group 2 - The top gainers in today's concept sectors included the SMIC concept with a rise of 1.22% and the National Big Fund holding with an increase of 1.08% [2] - The main inflows were observed in stocks such as Betta Pharmaceuticals, Chutian Technology, and Rongchang Bio, with net inflows of 35.97 million yuan, 21.30 million yuan, and 14.08 million yuan respectively [4] - The overall market sentiment reflected a mixed performance across various sectors, with notable declines in the Huawei Pangu and MLOps concepts, down 3.69% and 3.31% respectively [2]

Group 1 - The core viewpoint of the news is that Chutian Technology's stock has seen a significant increase of 5.31%, reaching a price of 9.13 yuan per share, with a trading volume of 1.52 billion yuan and a turnover rate of 2.96%, resulting in a total market capitalization of 5.389 billion yuan [1] - Chutian Technology Co., Ltd. is located in Ningxiang City, Changsha, Hunan Province, and was established on November 8, 2002, with its listing date on January 21, 2014. The company's main business involves pharmaceutical equipment and overall technical solutions [1] - The revenue composition of Chutian Technology includes: testing and packaging solutions at 24.88%, parts and after-sales service at 16.44%, biological engineering solutions at 14.84%, sterile preparation solutions at 14.61%, pharmaceutical water equipment and engineering system integration at 13.81%, solid preparation solutions at 10.85%, EPC engineering design services at 3.57%, other products at 0.73%, and others (supplementary) at 0.28% [1] Group 2 - From the perspective of Chutian Technology's top ten circulating shareholders, Guoshou Anbao Fund holds a position in Chutian Technology, specifically the Guoshou Anbao Smart Life Stock A fund, which held 4.0473 million shares in the second quarter, unchanged from the previous period, accounting for 0.7% of circulating shares [2] - The Guoshou Anbao Smart Life Stock A fund, established on September 1, 2015, has a latest scale of 1.828 billion yuan, with a year-to-date return of 39.64%, ranking 968 out of 4222 in its category; over the past year, it has achieved a return of 93.02%, ranking 653 out of 3813; and since its inception, it has returned 227.88% [2] - The fund manager of Guoshou Anbao Smart Life Stock A is Zhang Qi, who has a cumulative tenure of 15 years and 81 days, with the fund's total asset size at 2.317 billion yuan. The best fund return during his tenure is 228.21%, while the worst is -19.09% [2]

楚天科技股份有限公司 投资者关系活动记录表 编号：2025-009 | | □特定对象调研 □分析师会议 | | --- | --- | | 媒体采访 调研活动类别 | 业绩说明会 | | | □新闻发布会 □路演活动 | | 现场参观 | □其他 | | 参与单位名称 | 投资者网上提问 | | 及人员姓名 | | | 时 间 2025 | 年 9 月 19 日 14:30-17:00 | | 地 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | 点 | 采用网络远程的方式召开业绩说明会 | | 上市公司接待 | 董事会秘书：黄玉婷 | | 人员姓名 | 证券事务代表：周德伟 | | 问题 | 1、你好！请问公司年度扭亏为盈的目标能不能完成？ | | | 您好！公司在《2024 年年度报告》中披露了 2025 年的经营目标为 | | | 实现年度扭亏为盈，截至 2025 年上半年，公司综合毛利率持续提升， | | | 严控各项费用及成本。2025 年上半年亏损同比大幅收窄，公司将持 | | | 续进行管理优化、巩固国内市场、加大国际市场开拓、加强产品开 | | ...

| 证券代码：300358 | 证券简称：楚天科技 | 公告编号：2025-055 号 | | --- | --- | --- | | 债券代码：123240 | 债券简称：楚天转债 | | 楚天科技股份有限公司 关于参加 2025 年湖南辖区上市公司投资者网上集体接待日 暨半年度业绩说明会活动的公告 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。 为进一步加强与投资者的互动交流，楚天科技股份有限公司（以下简称"公司"） 将参加由湖南证监局、湖南省上市公司协会与深圳市全景网络有限公司联合举办的"资 本聚三湘 楚光耀新程——2025 年湖南辖区上市公司投资者网上集体接待日暨半年度 业绩说明会"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP,参与 本次互动交流，活动时间为 2025 年 9 月 19 日（星期五）14:00-17:00。届时公司高管 将在线就公司 2024 年至 2025 半年度业绩、公司治理、发展战略、经营状 ...

| 证券代码：300358 | 证券简称：楚天科技 | 公告编号：2025-054 号 | | --- | --- | --- | | 债券代码：123240 | 债券简称：楚天转债 | | 楚天科技股份有限公司 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： 4、为尊重中小投资者利益，提高中小投资者对公司股东会决议的重大事项的参与 度，本次股东会审议影响中小投资者利益的重大事项时对中小投资者的表决单独计票， 中小投资者指单独或者合计持有本公司 5%以上股份的股东以外的其他股东，且不包括 持有公司股份的董事和高级管理人员。 一、会议召开及出席情况 1、会议召集人：公司董事会 2、会议召开时间： （1）现场会议时间：2025 年 9 月 15 日 15:00； （2）网络投票时间： 1、本次股东会以现场投票和网络投票相结合的方式召开。 2、2025 年 8 月 28 日公司披露了《关于召开 2025 年第一次临时股东会的通知》， 本次股东会无新增、更改、否决议案的情况。 3、本次股东会议案为特别决议事项，应由出席 ...

本所律师声明如下： （一）本所律师根据本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， 保证本法律意见所认定的事实真实、准确、完整，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。 湖南启元律师事务所（以下简称"本所"）接受楚天科技股份有限公司（以下 简称"公司"）的委托，指派本所律师列席了公司 2025 年第一次临时股东会（以 下简称"本次股东会"），对本次股东会的召集和召开程序、出席会议人员及召集 人的资格、表决程序和表决结果的合法有效性进行现场律师见证，并发表本法律 意见。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下简称"《股 东会规则》"）等我国现行法律、法规、规范性文件以及《楚天科技股份有限公司 章程》（以下简称"《公司章程》"）的有关规定出具本法律意见。 湖南启元律师事务所 关于楚天科技股份有限公司 2025年第一次临时股东会的 法律意见书 致：楚天科技股份有限公司 （二）本所律师 ...

Core Viewpoint - Chutian Technology's stock has experienced a decline of 5.02% over the past three days, with a current price of 8.13 CNY per share and a market capitalization of 4.799 billion CNY [1] Group 1: Company Overview - Chutian Technology Co., Ltd. is located in Ningxiang, Changsha, Hunan Province, and was established on November 8, 2002, with its listing date on January 21, 2014 [1] - The company's main business involves pharmaceutical equipment and comprehensive technical solutions, with revenue composition as follows: - Testing and packaging solutions: 24.88% - Accessories and after-sales service: 16.44% - Bioengineering solutions: 14.84% - Aseptic preparation solutions: 14.61% - Pharmaceutical water equipment and engineering system integration: 13.81% - Solid preparation solutions: 10.85% - EPC engineering design services: 3.57% - Other products: 0.73% - Other (supplementary): 0.28% [1] Group 2: Shareholder Information - The top circulating shareholder of Chutian Technology is the Guoshou Anbao Fund, which holds 4.0473 million shares of the Guoshou Anbao Smart Life Stock A fund (001672), representing 0.7% of the circulating shares [2] - The fund has experienced a floating loss of approximately 202,400 CNY today and a total floating loss of 1.7403 million CNY during the three-day decline [2] - Guoshou Anbao Smart Life Stock A fund was established on September 1, 2015, with a current scale of 1.828 billion CNY and has achieved a year-to-date return of 31.88% [2]

Core Viewpoint - The "Lai Fu Initiative" was launched by Kexing Group and 70 other companies in the biopharmaceutical sector at the 2025 Supply Chain Ecological Conference, aiming to foster global cooperation in China's health industry and share market opportunities and development benefits [1] Group 1: Industry Trends - The biopharmaceutical industry is undergoing a transformative wave driven by innovation, reshaping the industry landscape and becoming a key force for economic growth and technological innovation [1] - The initiative emphasizes the need for collaborative research platforms to overcome key bottlenecks in drug and vaccine development, promoting shared technological achievements and accelerating product innovation cycles [1] Group 2: Market Opportunities - Industry experts believe that the current uncertainties in the sector may conceal greater opportunities for growth [1] - Kexing Group's CEO highlighted that the integration of biotechnology and AI technology is reshaping health demands and unlocking significant growth opportunities, with China leveraging its 1.4 billion domestic market to establish a global strategy in biotechnology [1]

Overview - The demand for cell culture bags in China is rapidly increasing due to the growth of downstream markets such as biopharmaceuticals, cell therapy, and gene therapy, with a projected demand of 9.723 million units in 2024, a year-on-year increase of 24.53% [1][8] - The market size for cell culture bags is expected to reach 1.05 billion yuan in 2024, reflecting a year-on-year growth of 21.06% [1][8] - Factors such as an aging population and increasing health awareness are driving the demand for biopharmaceutical products, further boosting the cell culture bag market [1][8] Market Policies - A series of supportive policies have been issued in China, including the "14th Five-Year Plan for the Development of the Pharmaceutical Industry" and guidelines for the production quality management of cell therapy products, creating a favorable environment for the development of the cell culture bag industry [6][7] Industry Chain - The upstream of the cell culture bag industry includes suppliers of raw materials like polyethylene and polypropylene, while the midstream involves R&D and production, and the downstream encompasses applications in biopharmaceuticals, cell therapy, and research [7][8] - Biopharmaceuticals account for over 40% of the demand for cell culture bags, primarily used in the production of monoclonal antibodies, recombinant proteins, and vaccines [8] Current Development - The cell culture bag market in China is expanding, with a projected demand of 9.723 million units and a market size of 1.05 billion yuan in 2024, driven by the rapid growth of the biopharmaceutical market [1][8] Competitive Landscape - The market is becoming increasingly competitive, with foreign companies like ThermoFisher Scientific and Corning holding significant market shares due to their advanced technology and product quality [9][10] - Domestic companies such as Guangzhou Jiet Biofilter Co., Ltd. and Wuhan Saikecheng Technology Co., Ltd. are enhancing their R&D efforts and product quality, gradually increasing their market share and competitiveness [10][11] Development Trends - The demand for single-use cell culture bags is expected to continue rising due to their advantages in reducing contamination risks and simplifying operations [12] - There is a growing focus on developing biodegradable or recyclable single-use bags to align with environmental sustainability goals [12] - Domestic companies are expected to narrow the technology gap with foreign products, leading to increased market share and potential international expansion [12]

Core Viewpoint - The financial performance of Chutian Technology (300358) for the first half of 2025 shows a decline in revenue but an improvement in profitability metrics, indicating a potential recovery strategy in place. Financial Performance - The total revenue for the first half of 2025 was 2.417 billion yuan, a year-on-year decrease of 14.55% [1] - The net profit attributable to shareholders was -12.3046 million yuan, a year-on-year increase of 85.11% [1] - In Q2 2025, revenue was 1.334 billion yuan, down 7.15% year-on-year, while the net profit attributable to shareholders was -3.7477 million yuan, up 93.93% year-on-year [1] - The gross margin increased by 10.04% year-on-year, reaching 30.29%, while the net margin improved by 78.65% [1] - Total operating expenses (sales, management, and financial expenses) amounted to 554 million yuan, accounting for 22.91% of revenue, an increase of 12.31% year-on-year [1] Business Model and Strategy - The company relies heavily on research and marketing to drive its performance, with a historical median ROIC of 6.73% over the past decade, indicating weak investment returns [2] - The company has been focusing on improving operational quality since the second half of 2024, with significant efforts in international business expansion, which saw nearly 40% growth in overseas revenue in the first half of 2025 [3] - Domestic order quality is reportedly improving, with new orders' gross margins gradually returning to normal levels despite a competitive domestic market [3] - The company is committed to cost reduction and efficiency improvements across management, research, procurement, and manufacturing [3] Investment Insights - The most significant fund holding Chutian Technology is Nord New Prosperity, with a current scale of 21 million yuan and a recent net value of 1.2999, reflecting a 28.83% increase over the past year [2]