Group 1 - The core viewpoint of the article highlights the recent movements of social security funds in the A-share market, revealing that they have entered the top ten circulating shareholders of 71 new stocks in the second quarter of 2025 [1] - Su Shi Testing has the highest number of new social security fund holdings, with 3 new holdings, while Shanghai Jahwa and Xin Qiang Lian each have 2 new holdings [1] - The article provides a detailed list of companies that have seen new social security fund investments, including their respective shareholding numbers, quantities, and market values [2][3][4][5] Group 2 - Specific companies mentioned include Su Shi Testing with 1,486.20 thousand shares valued at 213 million yuan, Shanghai Jahwa with 1,150.51 thousand shares valued at 242 million yuan, and Xin Qiang Lian with 555.56 thousand shares valued at 199 million yuan [2][3] - Other companies with new social security fund holdings include Hengdian East Magnetic, Nuofushin, and Baichu Electronics, each with 1 new holding, along with their respective share quantities and market values [2][3][4] - The article lists a total of 71 companies that have received new investments from social security funds, indicating a diverse range of industries from agriculture to electronics and pharmaceuticals [2][3][4][5]

Core Viewpoint - The financial performance of Boteng Co., Ltd. (300363) shows significant improvement in the first half of 2025, with notable increases in revenue and net profit compared to the same period in 2024 [1][3]. Financial Performance Summary - Total revenue for the first half of 2025 reached 1.621 billion yuan, a year-on-year increase of 19.88% from 1.352 billion yuan in 2024 [1]. - The net profit attributable to shareholders was 27.06 million yuan, a substantial increase of 115.91% compared to a loss of 170 million yuan in the previous year [1]. - The gross profit margin improved to 27.63%, reflecting a year-on-year increase of 46.8% [1]. - The net profit margin turned positive at -0.34%, a significant improvement from -16.01% in the previous year [1]. - Total expenses (selling, administrative, and financial) amounted to 294 million yuan, accounting for 18.13% of revenue, down 19.57% year-on-year [1]. Cash Flow and Financial Position - Operating cash flow per share increased by 40.98% to 0.46 yuan, while the earnings per share rose to 0.05 yuan, a 116.13% increase [1]. - Cash and cash equivalents decreased by 42.22% to 857 million yuan, attributed to the use of idle funds for cash management [3]. - Accounts receivable increased by 20.24% to 763 million yuan, indicating a rise in sales [1][3]. - Interest-bearing debt rose by 4.05% to 1.405 billion yuan, reflecting increased borrowing [1][3]. Investment Insights - The company's return on invested capital (ROIC) has been historically low, with a median of 6.69% over the past decade, and a particularly poor performance in 2024 with an ROIC of -4.25% [4]. - The business model relies heavily on research and development, necessitating a closer examination of the underlying drivers of this performance [4]. Fund Holdings - The largest fund holding Boteng shares is Tianhong Medical Innovation A, with 6.398 million shares, while several other funds have newly entered the top ten holdings [5].

经济观察网 2025年8月22日，博腾股份(300363)发布2025年半年度报告，2025年上半年实现营业收入 16.21亿元，同比增长19.88%；实现净利润2705.95万元，同比增长115.91%；基本每股收益0.05元；加权 平均净资产收益率ROE为0.52%。 ...

Core Viewpoint - The company reported a significant turnaround in its financial performance for the first half of 2025, achieving a revenue of 1.621 billion yuan, a year-on-year increase of 19.88%, and a net profit of 27.0595 million yuan, compared to a loss of 170 million yuan in the same period last year [1] Group 1: Financial Performance - The company achieved a basic earnings per share of 0.05 yuan [1] - Revenue growth was primarily driven by strong performances in small molecule APIs, gene cell therapy, and new molecular businesses, with respective year-on-year growth rates of approximately 20%, 71%, and 128% [1] - The European market saw a revenue increase of about 35%, while the North American market grew by approximately 33% [1] Group 2: Client and Project Engagement - The company provided small molecule API services to over 320 global clients, acquiring 40 new clients during the reporting period [2] - The gene cell therapy business achieved a reduction in losses, serving 51 clients and signing new orders worth 52.55 million yuan [2] - The new molecular business signed orders worth 41.86 million yuan, providing services for 38 clients across 67 projects [2] Group 3: Market and Operational Insights - The company has a cumulative service record of over 1,300 clients and more than 4,600 successful project deliveries, covering major disease treatment areas such as antiviral, oncology, and rare diseases [3] - The company has optimized its internal operations to effectively respond to challenges in the domestic generic drug CDMO market [2]

Core Insights - Chongqing Boteng Pharmaceutical Technology Co., Ltd. reported a revenue of 1.621 billion yuan for the first half of 2025, marking a year-on-year increase of 19.88%, and a net profit attributable to shareholders of 27.06 million yuan, indicating a turnaround from losses [1] - The company focused on enhancing its core business capabilities in marketing, R&D, and integrated delivery, targeting high-value markets and projects, achieving its key operational goals of revenue recovery and profit turnaround [1] Revenue Breakdown - Revenue growth in the first half of the year was driven by the small molecule API business, gene cell therapy, and new molecular business segments, with small molecule API revenue increasing by approximately 20%, gene cell therapy by about 71%, and new molecular business by around 128% [2] - The small molecule formulation business saw a revenue decline of 7% year-on-year, primarily due to market demand fluctuations caused by centralized procurement policies [2] - Revenue growth was mainly from the European and North American markets, with Europe growing by approximately 35% and North America by about 33%; the U.S. subsidiary J-STAR achieved revenue of 181 million yuan, a year-on-year increase of about 48% [2] Global Operations and R&D - As of the reporting period, the company operates 18 facilities in China, the U.S., and Europe, providing customized R&D and production services across various drug types [3] - The company employs 1,244 R&D personnel across its teams in the U.S. (133), Europe (31), and China (1,080), focusing on faster innovation and resource concentration to maintain core competitiveness [3] - The company has established a global operational footprint to meet diverse project service needs from early development to commercial production, ensuring cost efficiency and supply chain security for clients [3]

股票代码：300363 股票简称：博腾股份 公告编号：2025-046 号 重庆博腾制药科技股份有限公司 关于召开 2025 年第一次临时股东会的通知 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"）第六届董事会第三次 会议决定于 2025 年 9 月 8 日（星期一）召开 2025 年第一次临时股东会（以下简 称"本次股东会"）。现将本次股东会的有关事项通知如下： 一、召开会议的基本情况 由公司董事会召集。 于提请召开公司 2025 年第一次临时股东会的议案》，本次股东会的召开符合有关 法律法规、深圳证券交易所业务规则和《重庆博腾制药科技股份有限公司章程》 等的规定。 （1）现场会议召开日期、时间：2025 年 9 月 8 日（星期一）14:30 （2）网络投票时间：2025 年 9 月 8 日 其中，通过深圳证券交易所交易系统进行投票的时间为 2025 年 9 月 8 日 投票的时间为 2025 年 9 月 8 日 9:15-15:00。 本次股东会采取现场表决与网络投票相结合的方式，股权登记日在册的公司 股东 ...

（文章来源：证券日报） 证券日报网讯 8月22日晚间，博腾股份发布公告称，公司于2025年8月21日召开第六届董事会第三次会 议、第六届监事会第二次会议，审议通过《关于变更部分回购股份用途并注销的议案》，拟对公司于 2022年8月4日召开的第五届董事会第六次临时会议审议通过的《关于以集中竞价交易方式回购股份的议 案》的回购股份（以下简称"2022年回购"）用途进行变更，由"用于实施股权激励或员工持股计划"变更 为"用于注销并减少公司注册资本"，并将对2022年回购的全部股份，共计2，022，344股，予以注销。 ...

每经AI快讯，博腾股份8月22日晚间发布关于为子公司向银行申请综合授信提供担保的公告。公告称， 截至本公告披露日，公司及控股子公司对外担保总余额为人民币约2.67亿元，占公司最近一期经审计净 资产的5.13%，均为公司对控股子公司的担保。 （记者 王可然） 每经头条（nbdtoutiao）——汽车涂料龙头"命悬一线"，资金流向成迷，掌控者深藏不露 ...

格隆汇8月22日丨博腾股份(300363.SZ)公布2025年半年度报告，上半年公司实现营业收入16.21亿元，同 比增长19.88%；归属于上市公司股东的净利润2705.95万元，同比扭亏为盈；归属于上市公司股东的扣 除非经常性损益的净利润642.18万元；基本每股收益0.05元。 ...

重庆博腾制药科技股份有限公司 内幕信息知情人登记管理制度 （2025 年 8 月） 第一章 总则 第一条 为加强重庆博腾制药科技股份有限公司（以下简称"公司"）的内幕 信息管理，做好内幕信息保密工作，维护信息披露的公平原则，保护广大投资者 的合法权益，根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公 司信息披露管理办法》《上市公司监管指引第 5 号—上市公司内幕信息知情人登 记管理制度》《深圳证券交易所创业板股票上市规则》《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》等有关法律法规以及公司《公 司章程》、《信息披露制度》等规定，结合公司实际情况，制定本制度。 第二条 公司内幕信息知情人管理工作由公司董事会负责，董事长为主要责 任人。董事会秘书为内幕信息管理工作负责人，主要负责办理公司内幕信息知情 人的登记入档和报送事宜。董事会办公室具体负责公司内幕信息及内幕信息知情 人档案的日常管理工作。董事长与董事会秘书应当对内幕信息知情人档案的真实、 准确和完整签署书面确认意见。 第三条 公司董事、高级管理人员和公司各部门、子公司（含全资、控股子 公司，下同）及公司能够对其实施重大 ...