证券日报网讯博腾股份（300363）9月30日在互动平台回答投资者提问时表示，截至2025年9月19日，公 司股东总户数(合并普通账户和融资融券信用账户)为51542户。 ...

Group 1 - The CRO sector led the market with a rise of 3.5% on September 30 [1] - Haoyuan Pharmaceutical increased by 6.58% [1] - WuXi AppTec rose by 6.21% [1] - Boteng Co., Ltd. saw an increase of 4.99% [1] - MediSci and Northgrip, as well as Chengda Pharmaceutical, all experienced gains exceeding 4% [1]

Summary of Conference Call Records Industry Overview - The conference call primarily discusses the **biotechnology and pharmaceutical contract development and manufacturing organization (CDMO)** industry, focusing on companies like **WuXi AppTec**, **Kailai Ying**, and **Boteng** [1][2]. Key Points and Arguments 1. **Order Growth and Capacity Utilization** - WuXi AppTec and Kailai Ying accelerated overseas MNC orders in Q3, leading to increased capacity utilization. Small molecule oral drug orders began to materialize in Q3, expected to contribute to revenue in Q4 and increase gradually next year [1][2]. 2. **Emerging Business Performance** - Kailai Ying's emerging business is nearly at full capacity, particularly in its Tianjin factory, with recent price increases. Boteng's traditional small molecule business also raised prices by approximately 8-10% due to improved capacity utilization, primarily targeting biotech clients [1][5]. 3. **Biosimilar Exemption Benefits** - The exemption for Phase III biosimilars is a significant positive for the large molecule CDMO sector, expected to accelerate overseas orders in Q4 or the first half of next year, positively impacting media and large molecule CGM [1][6]. 4. **Domestic CRO Demand Surge** - Domestic CRO companies saw a further increase in demand in Q3, particularly in pharmacodynamics and toxicology. In vitro pharmacodynamics orders showed a year-on-year growth of 20-30% in H1, reaching 35-40% in Q3, with expectations for continued growth into H1 2026 [1][7][8]. 5. **Biotech Industry Budget Management** - The biotech industry's budget management in 2025 is more relaxed compared to 2024, with reduced pressure on order discounts and price negotiations, leading to an anticipated increase in biotech order prices [1][9]. 6. **Price Trends for Experimental Monkeys** - The price of experimental monkeys increased significantly in Q3, averaging around 95,000 yuan in H1, rising to 110,000-120,000 yuan by late August, reflecting increased demand [1][10]. 7. **Clinical Sector Performance** - The clinical sector saw a 5% growth in total volume in Q3 compared to Q2. Although prices have not yet increased, there is potential for industry-wide price hikes in Q4 due to rising demand and relaxed budgets [1][11]. 8. **Competitive Strategies in Clinical Sector** - Major companies in the clinical sector are adjusting their competitive strategies. For instance, companies like Kailai Ying and KunTuo are focusing on high-margin orders and reducing participation in price wars, which may support future price increases [1][12]. 9. **Impact of External Factors** - The influence of external factors, such as Trump's tweets, on CDMO businesses like WuXi AppTec is limited, as these companies have already engaged with U.S. counterparts regarding capacity issues [1][13][14]. Additional Important Insights - The overall sentiment in the industry is optimistic, with expectations for continued growth in orders and potential price increases across various segments, driven by improved demand and strategic adjustments by key players [1][2][9].

证券代码：300363 证券简称：博腾股份 博腾股份投资者关系活动记录表 编号：00720250925 Q5：三季度相比半年报，请问公司的经营形势环比二季度是否 好转 A5：您好，公司正根据年度经营计划稳步推进各项工作，持续 加强营销、研发技术及集成交付等核心业务能力，聚焦高价值 市场、高价值客户和高价值项目，全面落实降本增效举措。三 季度具体的经营业绩还请关注公司法定信息披露内容。 Q6：我想问博腾股份有限公司的董秘，公司天天宣传在各个领 域取得的先进成果，为啥股价完全反应不到？业绩到底怎么 样？不要总虚假宣传 A6：2025 年上半年，公司持续加强营销、研发技术及集成交付 等核心业务能力，聚焦高价值市场、高价值客户和高价值项目， | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 ■业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 □电话通讯 | | | □其他 | | 参与单位名称及人 | 线上投资者 | | 员姓名 | | | 时间 | 2025 年 9 月 25 日 | | 地点 | 全景网"投资者关系互动平台" | ...

天弘医药创新A（010654）成立日期2020年12月2日，最新规模7.07亿。今年以来收益65.45%，同类排 名432/8172；近一年收益91.51%，同类排名853/7995；成立以来收益21.57%。 天弘医药创新A（010654）基金经理为郭相博。 从博腾股份十大流通股东角度 数据显示，天弘基金旗下1只基金位居博腾股份十大流通股东。天弘医药创新A（010654）二季度减持 51.39万股，持有股数639.8万股，占流通股的比例为1.28%。根据测算，今日浮亏损失约850.94万元。 9月23日，博腾股份跌5.04%，截至发稿，报25.06元/股，成交3.05亿元，换手率2.37%，总市值136.69亿 元。 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%。 截至发稿，郭相博累计任职时间7年2 ...

证券日报网讯博腾股份（300363）9月18日在互动平台回答投资者提问时表示，截至2025年9月10日，公 司股东总户数(合并普通账户和融资融券信用账户)为52244户。 ...

股票代码：300363 股票简称：博腾股份 公告编号：2025-051 号 为进一步提高投资者关系管理水平，增强与广大投资者的互动交流，重庆博 腾制药科技股份有限公司（以下简称"公司"）将参加由重庆证监局指导、重庆 上市公司协会联合深圳市全景网络有限公司举办的"重庆辖区 2025 年投资者网 上集体接待日暨半年度业绩说明会"活动，现将有关事项公告如下： 本次活动将通过网络在线交流的方式举行，交流时间为 2025 年 9 月 25 日（星 期四）15:00-17:00，投资者可登录"全景路演"平台（http://rs.p5w.net）参与本 次活动。 届时，公司相关高级管理人员将与投资者进行"一对多"形式的在线交流， 回答投资者关心的问题。 欢迎广大投资者积极参与！ 特此公告。 重庆博腾制药科技股份有限公司董事会 2025 年 9 月 18 日 重庆博腾制药科技股份有限公司 关于参加重庆辖区 2025 年投资者网上集体接待日暨半年度 业绩说明会活动的公告 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。 ...

Market Overview - On September 15, the medical services sector rose by 1.58%, led by Zhaoyan New Drug, while the Shanghai Composite Index closed at 3860.5, down 0.26% [1] - The Shenzhen Component Index closed at 13005.77, up 0.63% [1] Top Performers - Zhaoyan New Drug (603127) closed at 41.65, with a gain of 10.01% and a trading volume of 597,900 shares, amounting to a transaction value of 2.418 billion [1] - Boteng Co., Ltd. (300363) closed at 28.59, up 9.21%, with a trading volume of 571,200 shares, totaling 1.633 billion [1] - Kanglong Chemical (300759) closed at 35.90, increasing by 6.37%, with a trading volume of 895,600 shares, amounting to 3.178 billion [1] Underperformers - Jukang Life (300143) closed at 12.19, down 5.21%, with a trading volume of 245,900 shares, totaling 306 million [2] - Digital Human (835670) closed at 17.13, down 3.22%, with a trading volume of 55,800 shares, amounting to 9.562 million [2] - BGI Genomics (300676) closed at 53.20, down 3.11%, with a trading volume of 152,700 shares, totaling 81.5 million [2] Capital Flow - The medical services sector saw a net inflow of 502 million from institutional investors, while retail investors experienced a net outflow of 423 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional buying contrasting with retail selling [2] Individual Stock Capital Flow - Kailaiying (002821) had a net inflow of 1.90 billion from institutional investors, while retail investors saw a net outflow of 1.87 billion [3] - Kanglong Chemical (300759) experienced a net inflow of 184 million from institutional investors, with retail investors seeing a net outflow of 1.51 billion [3] - Jiuzhou Pharmaceutical (603456) had a net inflow of 47.19 million from institutional investors, while retail investors experienced a net outflow of 81.89 million [3]

股票代码：300363 股票简称：博腾股份 公告编号：2025-050 号 重庆博腾制药科技股份有限公司 关于实际控制人部分股份质押及解除质押的公告 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。 重庆博腾制药科技股份有限公司（以下简称"公司"）于近日接到公司控股 股东、实际控制人之居年丰先生函告，居年丰先生将其持有的公司部分股份分别 办理质押及解除质押等业务。具体情况如下： 一、股东股份质押及解除质押基本情况 注：上表中若出现总数与分项数值之和不符的情况，均为四舍五入原因造成。 3、股东股份累计质押情况 截至本公告披露日，公司控股股东、实际控制人居年丰先生、陶荣先生、张 和兵先生（居年丰、陶荣、张和兵三人为一致行动人）所持质押股份情况如下： | | | | 累计质押 | 占其所 | 占公司 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 持股数量 | 持股比 | 股份数量 | 持股份 | 总股本 | 已质押股份 | 占 ...

Group 1 - The A-share market experienced fluctuations on September 12, with a rebound in the innovative drug concept in the afternoon [1] - The Tianhong Innovative Drug ETF (517380) showed a "W" shaped reversal in the morning and continued to strengthen in the afternoon, rising by 1.50% with a trading volume exceeding 58 million yuan [1] - Notable stocks within the Tianhong Innovative Drug ETF included Nocare Pharma-U, which rose over 14%, and Zhaoyan New Drug, which hit the daily limit [1] Group 2 - The Biopharmaceutical ETF (159859) increased by 0.88%, with a trading volume exceeding 90 million yuan, featuring stocks like Junshi Biosciences-U and WuXi AppTec among the top gainers [1] - As of September 11, the Tianhong Innovative Drug ETF had seen a net inflow of over 79 million yuan over four consecutive days, while the Biopharmaceutical ETF had a net inflow of over 220 million yuan over three days [1] Group 3 - The Tianhong Innovative Drug ETF is the largest in the market, covering both A-shares and Hong Kong stocks, and is the only ETF tracking the Hang Seng-Hushen-Hong Kong Innovative Drug Select 50 Index [1] - The Biopharmaceutical ETF closely tracks the Guozheng Biopharmaceutical Index, which covers various sectors including innovative drugs, CXO, vaccines, and blood products [1] Group 4 - The National Medical Products Administration announced measures to optimize the review and approval of clinical trials for innovative drugs, aiming to complete reviews within 30 working days for eligible applications [1] - This initiative supports key national research and encourages global early-stage synchronized research and international multi-center clinical trials [1] Group 5 - Short-term outlook suggests that many innovative drug stocks have seen significant gains since the beginning of the year, which may lead to profit-taking in response to negative news [2] - The biotech sector in China is expected to maintain high investment value due to continuous innovation breakthroughs and improved profitability [2] Group 6 - The Hong Kong innovative drug sector reported a net profit of 1.8 billion yuan in the first half of the year, marking its first profit since turning around [2] - The industry is entering a new cycle driven by profitability, with leading companies achieving profits through the commercialization of products and accelerating the conversion of research value [2]