Core Viewpoint - The company, Boten Co., Ltd. (博腾股份), plans to acquire a portion of shares from Chen Yanxi in the Shenzhen Yifeng Yunding Venture Capital Partnership (Limited Partnership) for a nominal price of 1 yuan, committing to a capital contribution of 20 million yuan as per the partnership agreement [1] Group 1 - The acquisition will allow the company to indirectly invest in the Hangzhou Yifeng Runjun Venture Capital Partnership (Limited Partnership) through the Yifeng Yunding Fund [1] - The Yifeng Runjun Fund primarily focuses on investments in the healthcare sector, including innovative drugs, high-end medical devices, biotechnology, and quality enterprises in related fields both domestically and internationally [1]

Core Viewpoint - The company plans to acquire a portion of shares in Shenzhen Yifeng Yunding Venture Capital Partnership (Limited Partnership) from Chen Yanxi for a nominal price of 1 yuan, committing to a capital contribution of 20 million yuan as per the partnership agreement [1] Group 1 - The transaction does not constitute a major asset restructuring as defined by the "Measures for the Administration of Major Asset Restructuring of Listed Companies" [1] - The transaction is not classified as a related party transaction [1] - Upon completion of the transaction, the company will hold an 18.180165% stake in the Yifeng Yunding Fund [1]

Group 1 - The core point of the article is that Boten Co., Ltd. announced a temporary board meeting to discuss the acquisition of shares in Shenzhen Yifeng Yunding Venture Capital Partnership and other investment matters [1] - For the first half of 2025, Boten's revenue composition is as follows: small molecule API business accounts for 92.54%, emerging business accounts for 7.11%, and other businesses account for 0.36% [1] - As of the report date, Boten's market capitalization is 12.5 billion yuan [1] Group 2 - The article also mentions the successful launch of China's first private spacecraft, indicating a significant development in the private space industry [1] - The founder of the company behind the spacecraft is actively developing a low-cost medium cargo spacecraft product [1]

Core Viewpoint - The company, Boten Co., has announced the acquisition of a portion of shares in Shenzhen Yifeng Yunding Venture Capital Partnership from Chen Yanxi for a nominal price of 1 yuan, which will result in the company holding an 18.18% stake in the fund [1] Group 1 - The company will fulfill a capital contribution obligation of 20 million yuan as part of the agreement [1] - The Yifeng Yunding Fund is specifically invested in Hangzhou Yifeng Runjun Venture Capital Partnership [1] - This transaction does not constitute a related party transaction or a major asset restructuring, and therefore does not require approval from the shareholders' meeting [1]

股票代码：300363 股票简称：博腾股份 公告编号：2025-059 号 重庆博腾制药科技股份有限公司 关于受让深圳市倚锋云鼎创业投资合伙企业（有限合伙） 份额暨对外投资的公告 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。 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 12 月 17 日召开第六届董事会第五次临时会议，审议通过《关于受让深圳市倚锋云鼎创业 投资合伙企业（有限合伙）份额暨对外投资的议案》。公司拟以 1 元对价受让陈 彦希（以下简称"转让方"）持有的深圳市倚锋云鼎创业投资合伙企业（有限合 伙）（以下简称"倚锋云鼎基金"）部分份额，受让完成后，公司将按照《合伙协 议》的约定履行 2,000 万元人民币认缴份额的实缴出资义务。倚锋云鼎基金专项 投资于杭州倚锋润君创业投资合伙企业（有限合伙）（以下简称"倚锋润君基金"）， 公司将通过投资倚锋云鼎基金，实现对倚锋润君基金的间接投资。 本次交易不构成《上市公司重大资产重组管理办法》规定的重大资产重组， 也不构成关联交易。根据《深圳证券交易所创业板股票上市规则》《深圳证券交 ...

第六届董事会第五次临时会议决议公告 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"）第六届董事会第五次 临时会议于 2025 年 12 月 17 日（星期三）以通讯方式召开，会议通知已于 2025 年 12 月 10 日通过电子邮件方式送达各位董事。本次会议应参与表决董事人数 7 人，实际参与表决董事人数 7 人。本次会议由董事长居年丰先生主持，公司部分 高级管理人员列席会议。 会议召开符合《公司法》及《公司章程》的规定，所作决议合法有效。 一、会议审议情况 股票代码：300363 股票简称：博腾股份 公告编号：2025-058 号 重庆博腾制药科技股份有限公司 会议在保证所有董事充分发表意见的前提下，以投票表决方式通过以下议案： 1、审议通过《关于受让深圳市倚锋云鼎创业投资合伙企业（有限合伙）份 额暨对外投资的议案》。 同意公司以 1 元对价受让陈彦希持有的深圳市倚锋云鼎创业投资合伙企业 （有限合伙）部分份额，受让完成后，公司将按照《合伙协议》的约定履行 2,000 万元人民币认缴份额的实缴出资义务。具体内容请见 ...

Core Viewpoint - The Biotech Index (970038) closed at 2071.88 points, down 0.45%, with a trading volume of 13.409 billion yuan and a turnover rate of 1.12% [1] Group 1: Index Performance - On the day, 14 constituent stocks rose, with Furui Co., Ltd. leading with a 4.6% increase, while 36 stocks declined, with Boteng Co., Ltd. leading the decline at 3.86% [1] - The net outflow of main funds from the Biotech Index constituents totaled 445 million yuan, while retail investors saw a net inflow of 578 million yuan [2] Group 2: Constituents Adjustment - In the past 10 days, the Biotech Index constituents underwent adjustments, adding 9 new stocks and removing 9 stocks [2]

Core Insights - The report emphasizes the continuous improvement of the global competitiveness of Chinese innovative pharmaceutical companies, focusing on innovation from both "therapeutic areas" and "technology platforms" [5][6] - The growth of commercial health insurance premiums is expected to provide new payment sources for medical expenses, as the scale of commercial health insurance is projected to reach 977.4 billion yuan by 2024 [29][30] - The report identifies potential therapeutic areas such as metabolic diseases (e.g., weight loss), chronic diseases (e.g., hypertension, hyperlipidemia), and central nervous system diseases (e.g., Alzheimer's, Parkinson's) as key focus areas for innovation [5][38] - Emerging technology platforms like small nucleic acid drugs, radioactive drugs (RDC), and CAR-T therapies are highlighted as significant areas for investment [5][38] Market Review - As of November 15, 2025, the pharmaceutical sector has outperformed the market, with the pharmaceutical index rising by 22.09% compared to a 17.62% increase in the CSI 300 index, resulting in a 4.47 percentage point outperformance [11] - The chemical preparation sector showed the best performance, increasing by 40.52%, followed by medical services (+36.98%) and chemical raw materials (+25.34%) [20] - The overall PE valuation of the pharmaceutical sector is at 30.89 times, which is relatively low compared to historical averages, indicating potential for future growth [22][23] Innovative Drugs - The report notes that the growth of health expenditures in China, which reached 9.06 trillion yuan in 2023, is outpacing GDP growth, indicating a robust market for innovative drugs [26][27] - The analysis of multinational corporations (MNCs) reveals that innovation is a core competitive advantage, with companies like Eli Lilly and Novartis showing significant growth driven by innovative products in advanced technology fields such as GLP-1 and ADC [31][32] - The report highlights the strong sales performance of GLP-1 drugs, with Eli Lilly's Mounjaro generating $6.515 billion in revenue in Q3 2025, reflecting a 109% year-on-year increase [44] CXO and Upstream - The report indicates a slight increase in pharmaceutical financing, with a recovery in business development transactions and H-share IPOs, which is expected to stimulate innovation [5] - The demand for external CXO services is growing, particularly in emerging fields such as peptides and small nucleic acids, while internal CXO orders are also showing signs of recovery [5][39] Medical Devices - The domestic medical device market is currently under pressure due to policy impacts, but improvements are anticipated as companies continue to innovate and expand internationally [5] - The report suggests that the industry fundamentals are expected to improve, with a focus on companies like Mindray Medical and Microelectrophysiology [5][39]

Group 1 - The Biotech Economy Index (970038) closed at 2081.32 points, down 1.07%, with a trading volume of 13.004 billion yuan and a turnover rate of 1.18% [1] - Among the constituent stocks, 11 companies saw an increase, with Tiankang Biological leading at a 5.76% rise, while 37 companies experienced a decline, with Boteng Co. leading at a 5.07% drop [1] Group 2 - The Biotech Economy Index constituents experienced a net outflow of 500.1 million yuan from major funds, while retail investors saw a net inflow of 573 million yuan [2] - Over the past 10 days, the Biotech Economy Index has undergone adjustments, adding 9 stocks and removing 9 stocks [2]

证券日报网讯12月15日，博腾股份（300363）在互动平台回答投资者提问时表示，截至2025年12月10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44211户。 ...