机构持仓方面，截止2025年9月30日，博腾股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股2397.76万股，相比上期增加1321.87万股。天弘医药创新A（010654）位居第六大流通股 东，持股593.96万股，相比上期减少45.84万股。华安聚优精选混合（009714）位居第九大流通股东，持 股377.75万股，为新进股东。南方中证1000ETF（512100）位居第十大流通股东，持股299.75万股，相 比上期减少2.43万股。 资料显示，重庆博腾制药科技股份有限公司位于重庆市北碚区云图路7号，成立日期2005年7月7日，上 市日期2014年1月29日，公司主营业务涉及化学原料药CDMO业务、化学制剂CDMO业务和生物CDMO 业务(包括基因疗法和细胞疗法)。主营业务收入构成为：临床后期及商业化业务66.81%，临床早期业务 25.76%，新兴业务7.11%，其他(补充)0.32%。 截至2月13日，博腾股份股东户数4.21万，较上期减少0.68%；人均流通股11843股，较上期增加0.68%。 2025年1月-9月，博腾股份实现营业收入25.44亿元，同比增长19.72%；归母净 ...

证券日报网讯 2月24日，博腾股份在互动平台回答投资者提问时表示，截至2026年2月13日收盘，公司 股东总户数（合并普通账户和融资融券信用账户）为42122户。 （文章来源：证券日报） ...

截至2026年2月24日收盘，博腾股份（300363）报收于23.38元，较前一交易日下跌0.09%，最新总市值 为127.06亿元。该股当日开盘23.82元，最高23.91元，最低23.38元，成交额达1.35亿元，换手率为 1.15%。 博腾股份于2026年2月24日发布《关于参与认购投资基金份额的进展公告》。公告显示，公司于2025年2 月26日召开董事会，审议通过拟以自有资金认缴出资不超过5,000万元人民币参与投资深圳市松禾细胞 与基因产业私募股权投资基金合伙企业（有限合伙）。近日，公司收到通知，该基金已完成在中国证券 投资基金业协会的备案，并办理了工商变更登记。基金认缴出资额为150,000万元人民币，公司作为有 限合伙人出资5,000万元，出资比例为3.3333%。执行事务合伙人为深圳市松禾资本管理有限公司。公司 将持续关注基金投资进展并履行信息披露义务。 最新公告列表 《关于参与认购投资基金份额的进展公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

关于参与认购投资基金份额的进展公告 股票代码：300363 股票简称：博腾股份 公告编号：2026-006 号 重庆博腾制药科技股份有限公司 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、交易概述 重庆博腾制药科技股份有限公司（以下简称"公司"）于 2025 年 2 月 26 日召开第五届董事会第三十次临时会议，审议通过《关于拟投资松禾资本细胞与 基因产业基金的议案》。公司拟以自有资金认缴出资不超过 5,000 万元人民币参 与投资深圳市松禾细胞与基因产业私募股权投资基金合伙企业（有限合伙）（以 下简称"基金"）。具体内容详见公司同日于巨潮资讯网披露的《关于参与认购 投资基金份额的公告》（公告编号：2025-004 号）。 二、进展情况 近日，公司收到基金管理人深圳市松禾资本管理有限公司通知，基金已根据 《证券投资基金法》《私募投资基金监督管理暂行办法》等法律法规的要求在中 国证券投资基金业协会完成备案，并完成相关工商变更登记手续，具体登记信息 如下： 名称：深圳市松禾细胞与基因产业私募股权投资基金合伙企业（有限合伙） 统一社会信用代码：91440300M ...

Investment Rating - The report maintains a "Recommended" rating for the pharmaceutical industry [5] Core Insights - The underlying logic of the current pharmaceutical industry era is innovation and international expansion, with a focus on innovative drugs and technology-driven sectors [2][3] - The report highlights the strong performance of the CRO market and suggests a dual investment strategy focusing on both "0 to 1" technology innovation and low-position stocks [2][3] - The report emphasizes the ongoing trend of BD (Business Development) transactions in innovative drugs, with significant growth expected in 2026 [4][15] Summary by Sections 1. Key Events in the Pharmaceutical Industry During the Spring Festival - Innovative drug BD transactions have seen a strong start, with significant overseas development and registration progress for key products [13][14] - The total amount of BD transactions for innovative drugs in China for 2026 has already surpassed one-third of the total for 2025 [15] - The revision of the National Essential Medicines List Management Measures may signal changes in the essential medicines directory [28] 2. Pharmaceutical Market Review and Hotspot Tracking - The pharmaceutical sector's performance was relatively weak, with a weekly decline of 0.81%, ranking 20th among all industries [34][38] - The total trading volume for pharmaceuticals was 401.12 billion yuan, accounting for 3.83% of the total market, below the historical average of 7.09% [55] - The report notes a rising valuation level for the pharmaceutical industry, with a PE ratio of 29.25, which is below the historical average [52] 3. Stock Performance Review - The report lists the top-performing stocks, including Dongyangguang and Zhendemedical, while highlighting the underperformers like Huayuan Biology and *ST Sailong [58][59]

Core Insights - The CRO (Contract Research Organization) industry in China is a strategic emerging industry that supports pharmaceutical innovation and is crucial for the transition from a pharmaceutical power to a pharmaceutical stronghold [1][9] - The development of policies for the CRO industry has evolved from a focus on the overall biopharmaceutical sector to specialized areas, emphasizing innovation, safety, and supply chain security [1][3] Policy Development History - The policy evolution from the "Tenth Five-Year Plan" to the "Fourteenth Five-Year Plan" has progressively recognized the importance of the CRO industry, with increasing support for specialized services [1] - The "Fifteenth Five-Year Plan" emphasizes differentiated, high-value innovation alongside supply chain security [1] National Policy Summary and Interpretation - Since 2006, multiple national policies have been introduced to support the CRO service system, focusing on regulatory standards, clinical trial optimization, and international development [3][7] - Key policies include the establishment of the MAH (Marketing Authorization Holder) system and the optimization of review and approval processes [3][7] Key National Policies (2025 Outlook) - Policies from 2006 to 2025 highlight the strategic importance of biopharmaceuticals and the CRO industry, with a focus on enhancing innovation capabilities and regulatory frameworks [4][5][6] - Recent policies aim to streamline clinical trial approvals and support the development of innovative drugs [6][10] Provincial and Municipal Policy Summary - Various provinces and cities have implemented supportive policies for the CRO industry, including investment subsidies, revenue rewards, and insurance subsidies, with some regions offering up to 50 million yuan in support [11][12] - Specific measures include allowing foreign investment in CROs and promoting AI integration in the industry [11][12][14] Provincial Development Goals - Regions like the Yangtze River Delta focus on high-end CRO service systems, while the Beijing-Tianjin-Hebei area emphasizes collaborative innovation and full-chain outsourcing [14] - Local governments aim to enhance the scale and service capabilities of the biopharmaceutical industry, with targeted initiatives for specific sectors such as seed industry CROs in Hainan [14]

Group 1 - The company has been publishing an annual Social Responsibility Report since 2017 and will release its first ESG report in 2024 [2] - In 2023, the company established an ESG governance structure that operates from top to bottom, ensuring effective execution of ESG strategies [2] - The company aims to achieve EcoVadis Gold status for its longevity factory by 2025, emphasizing its commitment to sustainable development [2] Group 2 - The company is focusing on risk management and opportunities through ESG initiatives to promote sustainable and high-quality development [2] - The company is working on defining responsibilities, building organizational capabilities, and establishing incentive mechanisms to ensure the implementation of ESG goals [2]

Core Viewpoint - As of January 30, 2026, the total number of shareholders for Boteng Co., Ltd. is reported to be 42,392, which includes both regular accounts and margin trading accounts [2] Summary by Category Company Information - Boteng Co., Ltd. has a total of 42,392 shareholders as of the specified date [2]

Investment Rating - The investment rating for the healthcare industry is "Positive" and maintained [14] Core Insights - The funding levels for Chinese innovative pharmaceutical companies are increasing, leading to a gradual improvement in the research and development (R&D) investment sentiment within the industry. This is expected to usher in a new cycle of prosperity for the innovative drug industry chain [5][12] - The trend of external business development (BD) is likely to benefit the domestic early-stage research industry significantly, as new business models allow early-stage projects to become tradable and monetizable assets, enhancing R&D investment returns [13] Summary by Sections Innovative Chain Development Review - Before 2020, multiple factors converged to initiate a significant rise in China's innovative drug sector, leading to the rapid development of the innovative chain, including CXO and life sciences services [10][30] - From 2020 to the first half of 2022, the global public health crisis accelerated capital inflow into the biopharmaceutical sector, resulting in high demand and a leap in the innovative chain segment, which also triggered a wave of IPOs and substantial supply-side expansion [10][39] - The second half of 2022 to 2024 saw a transition from a heated to a cooling phase, with a significant shift in supply-demand dynamics leading to industry internal competition and pressure on revenues and profit margins [10][54][57] Improvement in R&D Investment Sentiment - Starting from 2025, the R&D investment sentiment in China's innovative drug sector is expected to improve, with companies experiencing increased funding levels. The total amount raised through IPOs and additional offerings in 2025 is projected to reach 201.5 billion yuan, a 145% year-on-year increase [11][62] - The potential milestone payments from external BD are expected to reach 880.5 billion yuan in 2025, marking a 185.9% year-on-year increase, indicating a robust funding environment for innovative drug companies [11] Benefits to Early-stage Research Industry - The new external BD business model enhances the R&D investment return rates for Chinese innovative drug companies, thereby increasing their willingness to invest in R&D [11][13] - The early-stage research industry, including drug discovery CROs and clinical trial services, is expected to benefit significantly from the external BD trend, with leading companies in these segments poised for rapid growth [13]

Group 1 - The company Boteng Co., Ltd. held a temporary board meeting on February 2, 2026, via communication methods to review proposals related to common investments and related transactions with affiliated parties [1] Group 2 - The automotive sales giant Baolide, previously known for selling luxury cars such as Rolls-Royce and Porsche, is now undergoing bankruptcy liquidation, with its headquarters in Hangzhou abandoned and its subsidiary in Yiwu sealed [1]