证券日报网讯万孚生物（300482）11月19日在互动平台回答投资者提问时表示，公司信息披露严格遵守 信息披露相关规则。 ...

格隆汇11月19日丨万孚生物(300482.SZ)在互动平台表示，公司暂无鼻病毒相关检测产品，面对潜在的 流感高峰，万孚生物基于当前流感季特点，推出整合试剂、仪器与信息系统的一体化呼吸道病原体检测 解决方案，旨在缩短患者等候时间，助力医疗机构平稳应对流感检测高峰。公司具备线上线下晚上销 售、推广渠道，可以匹配市场相关需求，公司经营策略亦会跟随市场需求做出相关调整。 ...

太平洋证券研报指出，万孚生物2025年前三季度归母净利润1.34亿元，同比下降69.32%，Q3归母净利 润-0.55亿元，同比增亏169.21%。海外业务进展顺利，国内短暂承压。美国子公司毒检业务恢复，呼吸 道业务导入带来明显增量。公司在美国呼吸道业务渠道开拓持续推进，为美国呼吸道传染病业务导入打 下坚实基础。国际部供应链本地化加速，海外子公司成立，发光、电化学新平台快速导入。国内市场即 使面对内外部环境压力，荧光业务逐渐稳住了基本盘，终端纯销趋于稳定；发光业务终端纯销的增速加 快；湿式血气上市带来业务增量。维持"买入"评级。 ...

截至9月30日，万孚生物股东户数4.24万，较上期减少5.59%；人均流通股10160股，较上期增加5.94%。 2025年1月-9月，万孚生物实现营业收入16.90亿元，同比减少22.52%；归母净利润1.34亿元，同比减少 69.32%。 分红方面，万孚生物A股上市后累计派现12.13亿元。近三年，累计派现6.01亿元。 资料显示，广州万孚生物技术股份有限公司位于广东省广州市黄埔区科学城荔枝山路8号，成立日期 1992年11月13日，上市日期2015年6月30日，公司主营业务涉及快速诊断试剂、快速检测仪器等POCT 相关产品的研发、生产与销售。主营业务收入构成为：慢性疾病检测45.93%，传染病检测30.93%，毒 品(药物滥用)检测11.82%，妊娠及优生优育检测11.27%，其他(补充)0.04%。 万孚生物所属申万行业为：医药生物-医疗器械-体外诊断。所属概念板块包括：基因测序、抗流感、幽 门螺杆概念、互联医疗、肝炎治疗等。 11月19日，万孚生物盘中下跌2.08%，截至13:00，报21.23元/股，成交6821.89万元，换手率0.74%，总 市值99.37亿元。 资金流向方面，主力资金净流出1 ...

2025 年 11 月 18 日 公司点评 买入/维持 万孚生物(300482) 昨收盘:21.73 万孚生物：海外业务进展顺利，国内短暂承压 ◼ 走势比较 (20%) (10%) 0% 10% 20% 30% 24/11/18 25/1/29 25/4/11 25/6/22 25/9/2 25/11/13 ◼ 股票数据 总股本/流通(亿股) 4.68/4.3 总市值/流通(亿元) 101.71/93.53 12 个月内最高/最低价 (元) 26.48/19.26 相关研究报告 <<万孚生物年报点评：四大业务稳步 推进，海外收入高增长>>--2025-04- 21 <<万孚生物点评报告：国际业务快速 拓展，国内业务展现较强韧性>>-- 2024-11-01 <<万孚生物点评报告：上半年高质增 长，新品与海外布局卓有成效>>-- 2024-08-19 电话：17717408201 E-MAIL：lixiaoyan@tpyzq.com 一般证券业务登记编号：S1190124070016 事件：近日公司发布 2025 年第三季度报告：2025 年前三季度，公司 实现营业收入 16.90 亿元，同比下降 22.52% ...

美国研产销一体持续深化，具备本地化量产能力2025 年，在中美关税战的背景之下，公司持续深化北 美毒检市场研产销一体化布局，着力构建高效协同、灵活应变的业务生态体系。美国工厂已具备本地化 量产的能力。 （1）毒检业务恢复，竞争格局改善，芬太尼(荧光平台)有望进入临检市场。（2）呼吸道业务导入带来 增量。呼吸道业务有序导入，产品能完整覆盖美国市场。最为常见的呼吸道检测项目。公司与美国大客 户基于呼吸道业务签署长期供货协议，双方将整合技术、产能与渠道优势，在未来聚焦美国呼吸道疾病 诊断领域，以专业版的新冠、流感抗原检测试剂盒为核心产品，共同开拓美国市场。预计2026 年美国 的毒检业务稳定增长，呼吸道业务快速增长。 事件：近日公司发布2025 年第三季度报告：2025 年前三季度，公司实现营业收入16.90 亿元，同比下降 22.52%，受集采、拆套餐、税率调整等多重外部环境的影响；归母净利润1.34 亿元，同比下降 69.32%；扣非归母净利润0.83 亿元，同比下降78.67%。 其中，公司第三季度实现营业收入4.45 亿元，同比下降26.66%；归母净利润-0.55 亿元，同比增亏 169.21%；扣非归母 ...

| | | | 600079 | 人福医药 | -2.36 | 1.64 | -8349.44 | | --- | --- | --- | --- | --- | | 600285 | 羚锐制药 | -2.12 | 1.98 | -3677.56 | | 002262 | 恩华药业 | -2.93 | 0.99 | -2485.62 | | 300482 | 万孚生物 | -1.05 | 1.22 | -807.67 | | 600420 | 国药现代 | -1.58 | 0.80 | -388.26 | | 688298 | 东方生物 | -0.68 | 1.19 | 28.59 | | 688767 | 博拓生物 | -0.65 | 0.84 | 84.94 | | 600511 | 国药股份 | -2.06 | 1.32 | 291.47 | 截至11月17日收盘，芬太尼概念下跌1.68%，位居概念板块跌幅榜前列，板块内，恩华药业、人福医药 （维权）、羚锐制药等跌幅居前。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组 ...

证券日报网讯 11月14日晚间，万孚生物发布公告称，公司于2025年11月14日召开第五届董事会第十七 次会议、审议通过了《关于部分募投项目重新论证并暂缓实施的议案》，同意公司在募投项目实施主 体、实施方式、募集资金用途及投资规模不发生变更的前提下，将"知识城生产基地建设项目"重新论证 并暂缓实施。本次募投项目重新论证并暂缓实施事项在董事会的审批权限范围内，无需提交股东会审 议。 （文章来源：证券日报） ...

（文章来源：北京商报） 万孚生物表示，近年来，鉴于公司经营所面临的内外部环境发生较大变化，为避免资源浪费和重复投 资，降低企业生产经营成本，提高募集资金使用效率，维护公司和股东的长远利益，经审慎论证，公司 决定暂缓实施该募投项目，并重新论证该项目的投资收益。 北京商报讯（记者丁宁）11月14日晚间，万孚生物（300482）发布公告称，公司于11月14日召开第五届 董事会第十七次会议、审议通过了《关于部分募投项目重新论证并暂缓实施的议案》，同意公司在募投 项目实施主体、实施方式、募集资金用途及投资规模不发生变更的前提下，将"知识城生产基地建设项 目"重新论证并暂缓实施。 ...

Group 1: China Construction - The total new contracts signed by China Construction from January to October reached 3.61 trillion yuan, representing a year-on-year increase of 1% [1] Group 2: Changyuan Power - Changyuan Power's subsidiary received approval for the 100MW wind power project in Songzi, Hubei [2] Group 3: China Metallurgical Group - China Metallurgical Group reported a total new contract amount of 845.07 billion yuan from January to October, a decrease of 11.8% year-on-year, while overseas contracts increased by 7.3% to 71.16 billion yuan [4] Group 4: Shapuaisi - Shapuaisi received approval for clinical trials of deoxycorticosterone ketone solution, intended for use during cataract surgery [5] Group 5: Jianfeng Group - Jianfeng Group's subsidiary received approval for clinical trials of a new drug for treating advanced non-squamous non-small cell lung cancer [7] Group 6: Chongqing Steel - Chongqing Steel announced the resignation of its president Meng Wenwang due to work adjustments [8] Group 7: Tianma Technology - Tianma Technology reported an output of approximately 1732.99 tons of eel in October, with a total output of about 15218.73 tons from January to October [10] Group 8: Qingyuan Co. - Qingyuan Co.'s controlling shareholder reduced holdings of convertible bonds by 685,400 units, accounting for 13.71% of the total issuance [11] Group 9: Spring Airlines - Spring Airlines reported a passenger turnover of 506,200.49 million kilometers in October, a year-on-year increase of 20.06% [12] Group 10: China Merchants Port - China Merchants Port reported a total container volume of 17.1714 million TEUs from January to October, a year-on-year increase of 5.1% [13] Group 11: Yangdian Technology - Yangdian Technology announced a change in control following a share transfer [15] Group 12: Wanfu Biology - Wanfu Biology decided to postpone the implementation of its Knowledge City production base project [16] Group 13: Iwu Biology - Iwu Biology terminated the research project for a specific drug, which will reduce its 2025 net profit by approximately 333.79 million yuan [17] Group 14: Hainan Rubber - Hainan Rubber received an insurance payout of 22.9241 million yuan due to revenue loss from rubber price fluctuations [19] Group 15: Xinjiang Tianye - Xinjiang Tianye plans to establish a joint venture with Tianchi Energy to develop coal chemical projects [20] Group 16: China Coal Energy - China Coal Energy's executive director and president Zhao Rongzhe resigned due to reaching retirement age [22] Group 17: Huading Co. - Huading Co. received approval for a stock issuance to specific investors from the Shanghai Stock Exchange [24] Group 18: Zhongmu Co. - Zhongmu Co. decided to waive its right of first refusal for a 4.04% stake in a subsidiary [25] Group 19: Tianlong Co. - Tianlong Co. reported that its subsidiary's stock issuance was approved by the Beijing Stock Exchange [26] Group 20: Hualan Co. - Hualan Co.'s subsidiary plans to invest 20 million yuan in a biotechnology company [27] Group 21: Haichen Pharmaceutical - Haichen Pharmaceutical received a drug registration certificate for a new injection [28] Group 22: Aier Eye Hospital - Aier Eye Hospital plans to invest 300 million yuan in wealth management products [29] Group 23: Xiamen Engineering Machinery - Xiamen Engineering Machinery announced a planned share reduction by a major shareholder [30] Group 24: Guotai Group - Guotai Group successfully acquired 100% of a mining technology company for 110.1 million yuan [31] Group 25: Wanfeng Aowei - Wanfeng Aowei reached a settlement regarding an arbitration matter with a subsidiary [32] Group 26: Taihe Technology - Taihe Technology is undergoing technical upgrades for its ethylene carbonate project [33] Group 27: Renhe Pharmaceutical - Renhe Pharmaceutical's controlling shareholder plans to reduce holdings by 0.21% [34] Group 28: Changshu Bank - Changshu Bank's second-largest shareholder increased its stake to 3.98% [35] Group 29: Overseas Chinese Town A - Overseas Chinese Town A reported a 57% decrease in contract sales in October [36] Group 30: Canadian Solar - Canadian Solar's controlling shareholder expects total revenue of 1.3 to 1.5 billion USD in Q4 2025 [38] Group 31: Zhonggong Education - Zhonggong Education's controlling shareholder's shares will be auctioned due to a loan dispute [40] Group 32: Aikexibo - Aikexibo's shareholders plan to reduce their holdings by up to 3% [42] Group 33: Wanhua Chemical - Wanhua Chemical's shareholder plans to reduce holdings by up to 0.5% [44] Group 34: Jujie Microfiber - Jujie Microfiber's controlling shareholder plans to reduce holdings by up to 2% [45] Group 35: Wangsu Technology - Wangsu Technology's shareholder plans to reduce holdings by up to 1% [46] Group 36: Tianli Lithium Energy - Tianli Lithium Energy received a patent for lithium-ion battery materials [47] Group 37: Heshun Electric - Heshun Electric won a 40 million yuan project for energy storage services [49] Group 38: Changchun High-tech - Changchun High-tech's subsidiary received FDA approval for a clinical trial of a new drug [51] Group 39: Dongrui Co. - Dongrui Co. received an additional export quota for live pigs to Hong Kong [52] Group 40: Zhongwei Co. - Zhongwei Co. set the H-share issuance price at 34 HKD per share [53] Group 41: Fospower Technology - Fospower Technology plans to invest in a lithium sulfide project with partners [54]