| 证券代码：300601 | 证券简称：康泰生物 | 公告编号：2026-004 | | --- | --- | --- | | 债券代码：123119 | 债券简称：康泰转 2 | | 深圳康泰生物制品股份有限公司 关于控股股东、实际控制人部分股份质押及解除质押的公告 二、本次股东股份解除质押的基本情况 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次解除质押 股份数量（股） 占其所持股 份比例 占公司总股 本比例 质押起始日 解除质押日 质权人 杜伟民 是 28,000,000 9.83% 2.51% 2025-1-15 2026-1-15 国金证券资产管 理有限公司 合计 - 28,000,000 9.83% 2.51% - - - 注 2：本次质押股份不涉及负担重大资产重组等业绩补偿义务。 三、股东股份累计质押的情况 截至本公告披露之日，公司控股股东、实际控制人杜伟民先生及其一致行动 人所持股份质押情况如下： 一、本次股东股份质押的基本情况 股东 名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质押 股份数量 （股） 占其所持 股份比例 占公司总 股本比例 是否为 限售股 ...

Group 1 - The core point of the article highlights the recent performance of Kangtai Biological, with a stock price increase of 0.74% to 16.28 CNY per share, a total market capitalization of 18.184 billion CNY, and a cumulative increase of 6.41% over the past five days [1] - Kangtai Biological specializes in the research, production, and sales of human vaccines, with its main business revenue composition being 93.70% from non-immunization program vaccines, 3.71% from immunization program vaccines, and 2.59% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under Jiashi Fund has a significant position in Kangtai Biological, with Jiashi CSI Vaccine and Biotechnology ETF (562860) reducing its holdings by 83,800 shares in the third quarter, now holding 564,000 shares, which accounts for 3.86% of the fund's net value [2] - The Jiashi CSI Vaccine and Biotechnology ETF (562860) has a current scale of 245 million CNY, with a year-to-date return of 9.28% and a one-year return of 29.63% [2] - The fund manager, Zhou Quanxi, has been in position for 61 days, with the fund's total asset scale at 650 million CNY, achieving a best return of 10.69% and a worst return of -1.81% during his tenure [2]

Investment Rating - The report indicates a stable investment outlook for the Japanese Encephalitis (JE) vaccine industry in China, driven by favorable national immunization policies and a concentrated market structure dominated by three major players [1][3]. Core Insights - The continuous optimization of the national immunization program (EPI) is identified as the key driver for the expansion of the JE vaccine market in China, with a significant increase in vaccination coverage and a reduction in disease incidence [3][5]. - The competitive landscape is stabilizing around three leading companies: Liaoning Chengda, Chengdu Biological Products Research Institute, and Kangtai Biological, which collectively hold over 90% market share [3][6]. - New entrants face high barriers to entry due to stringent regulatory requirements and the need for substantial investment in production capacity and distribution networks [4][6]. Summary by Sections National Immunization Policy and Market Dynamics - The JE vaccine market in China has expanded significantly since its inclusion in the EPI, with a reported market growth of approximately 2.8 billion yuan since 2007 due to increased vaccination rates [3]. - The demand for JE vaccines is expected to continue growing as the government aims to include more safe and effective vaccines in the EPI, enhancing the coverage of the population [3][5]. Competitive Landscape - The industry is characterized by a "three strong" market structure, where the leading companies have established significant technological and quality barriers, making it difficult for new entrants to disrupt the market [4][6]. - The focus of competition is shifting from product differentiation to a comprehensive competitive strategy that includes product technology upgrades, supply chain security, and regional penetration capabilities [7]. Vaccine Technology and Production - The JE vaccines in China are primarily categorized into live attenuated vaccines, inactivated vaccines, and mRNA vaccines, with live attenuated vaccines being the mainstay of the national immunization program [16][18]. - The production of JE vaccines relies heavily on standardized cell platforms, which ensure consistency and quality in vaccine manufacturing [30][32]. Vaccination Coverage and Public Health Impact - Vaccination coverage for JE vaccines has remained high, with rates stabilizing around 99% since 2010, indicating strong public health outcomes and effective immunization strategies [14][44]. - The report highlights the need for ongoing efforts to address vaccination gaps in high-risk populations, including rural areas and among migrant populations [44][28].

Group 1 - Wanhua Chemical's Yantai Industrial Park's ethylene unit has completed a technical upgrade and resumed production, achieving flexible feedstock switching between ethane and propane, enhancing competitiveness in the petrochemical industry [1] - United Water has won a long-term operation contract for municipal wastewater treatment in Saudi Arabia, with an estimated total investment of approximately 378 million RMB over a 15-year cooperation period [2] - Minsheng Health plans to invest 98 million RMB to establish a fund focused on the health industry, contributing 49% of the total fund size of 200 million RMB [3] Group 2 - Jialitu's shareholder, Anle Group, plans to reduce its stake by up to 3% of the company's total shares [4] - Laiyifen's controlling shareholder intends to reduce its stake by no more than 3% of the total shares [5] - Taifu Pump's actual controller's concerted action party plans to reduce its stake by up to 0.535% [7] Group 3 - Vanke A's executive vice president, Yu Liang, has resigned due to retirement [8] - Tian Sheng New Materials has suspended trading due to a potential change in control involving its largest shareholder [10] - Taisun Wind Power is in the early stages of business layout in the commercial aerospace sector [11] Group 4 - Lushin Investment holds only 0.89% equity in Blue Arrow Aerospace, indicating minimal impact on its financial status [12] - Huibo Pu's controlling shareholder is planning a change in control, leading to stock suspension [13] - Tubaobao's subsidiary is selling a stake in Daziran Home and acquiring specific equity for 4 billion RMB [14] Group 5 - Xingchen Technology plans to repurchase shares worth between 60 million and 120 million RMB for employee stock ownership plans [15] - Pulite expects no large-scale orders for its LCP film products in the brain-computer interface sector in the short term [16] - Rijiu Optoelectronics plans to raise up to 800 million RMB through a private placement for a functional film project [17] Group 6 - Yingqu Technology forecasts a net profit increase of 114.69% to 162.4% in 2025, with expected revenue growth of 13% to 18% [19] - Shanda Electric has won a project from Southern Power Grid worth approximately 13.43 million RMB [20] - Changhong Technology's subsidiary has secured over half of a major semiconductor customer's procurement share, amounting to over 10 million RMB [21] Group 7 - Pairui Co. has signed a framework agreement for bulk procurement of IGBT chips, with projected orders totaling approximately 1.74 billion RMB [22] - Aimeike has received a drug registration certificate for its exclusive distribution of injectable botulinum toxin products in China [23] - Quanyin High-Tech's stock will resume trading after a takeover offer from Zhongzhong Group, which now holds 40.51% of the company [24] Group 8 - Hailiang Co. has decided to suspend its investment in Jinlong Group due to significant external changes [25] - Quanxin Co. plans to issue convertible bonds to raise up to 312 million RMB for aviation communication projects [26] - Kangtai Bio's clinical trial application for a combined vaccine has been accepted by the National Medical Products Administration [27] Group 9 - Huaxia Happiness expects to report a net loss for 2025, with losses projected to exceed the previous year's audited net assets [28] - Xianju Pharmaceutical has received a drug registration certificate for Betamethasone Sodium Phosphate Injection [29] - Huaxia Happiness's controlling shareholder is involved in arbitration with a claim amount of approximately 6.4 billion RMB [30] Group 10 - Shaoneng Co. has launched its smart control center project, with an investment of 8.7 million RMB [31] - Jiangshun Technology is planning to establish an investment fund with professional institutions, with details still under discussion [32] - Beifang Changlong intends to acquire 51% of Shunyi Technology, which may constitute a major asset restructuring [33] Group 11 - Guoji Heavy Industry's revenue from "controlled nuclear fusion" products is currently negligible [34] - Hongrun Construction's shareholder plans to reduce its stake by up to 0.12% [35] - Puni Testing expects a net loss of 200 to 250 million RMB for 2025, although this represents an improvement from the previous year's loss [36] Group 12 - Kede Education's controlling shareholder is planning a change in control through a share transfer agreement [38] - Zhongwei Company’s major shareholder plans to reduce its stake by up to 2% [39] - Tongcheng New Materials is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [40] Group 13 - ST Jianyi's shareholder plans to reduce its stake by up to 1.23% [41]

Investment & Operations - Aimeike's exclusive distribution of botulinum toxin type A injection product has received drug registration certificate [1] - Kangtai Biological's clinical trial application for acellular pertussis-diphtheria-tetanus (component) combined vaccine has been accepted [1] - Runjian Co. signed a strategic cooperation framework agreement with JD Technology to expand in AI applications and intelligent computing cloud [1] - Zhongwu Drone signed a contract for drone systems worth over 100 million, expected to positively impact annual operating performance [1] - Jiechuang Intelligent plans to procure IT equipment and spare parts totaling no more than 4 billion for cloud computing business [1] - Pairui Co. signed a bulk procurement framework agreement for IGBT chips, with forecasted supply total amounting to approximately 131.4 billion for 2028, 2029, and 2030 [1] - Poly United won a bid for a 1.528 billion yuan stripping engineering project [1] - Quanxin Co. plans to issue convertible bonds to raise no more than 312 million for commercial aviation transmission and integrated communication products [1] - Guangdong Power A's Huizhou power plant expansion project (2×1000MW) has commenced operation for unit 5, with a total investment of 8.05 billion [1] - Changhong Technology's subsidiary has secured semiconductor consumables orders from a major domestic wafer factory, expected to account for over half of procurement share by 2026 [1] Performance - Jinli Permanent Magnet expects a net profit increase of 127%-161% year-on-year for 2025, with small batch deliveries of embodied robot motor rotors and magnetic materials [1] - Yingqu Technology anticipates a net profit increase of 114.69%-162.40% year-on-year for 2025 [1] - Absen expects a net profit increase of 105.32%-148.09% year-on-year for 2025 [1] - Industrial Fulian plans to distribute cash dividends totaling 6.55 billion (including tax) for the first half of 2025, with the equity registration date set for January 15, 2026 [1] Capital Operations - Beifang Changlong plans to acquire 51% of Shunyi Technology, expected to constitute a major asset restructuring [2] - Huibo Pu is planning to transfer 25%-30% of its shares, leading to stock suspension [2] - Tiansheng New Materials' largest shareholder Wu Haizhou is planning significant matters that may lead to a change in control, resulting in stock suspension [2] - Quanyin High-Tech's offer from Zhongzhong Group has expired, and the stock will resume trading [2] - Kede Education's actual controller plans to transfer 23.57% of its shares, with Huaxin Future becoming the controlling shareholder [2]

Core Viewpoint - The company announced that its wholly-owned subsidiary, Beijing Minhai Biotechnology Co., Ltd., has received a notice of acceptance from the National Medical Products Administration for the clinical trial application of an acellular combined vaccine for diphtheria, tetanus, and pertussis for adults, adolescents, and children [1] Group 1 - The clinical trial application is for an acellular combined vaccine targeting diphtheria, tetanus, and pertussis [1] - The approval from the National Medical Products Administration marks a significant step in the vaccine development process for the company [1] - This development may enhance the company's position in the vaccine market, particularly for pediatric and adolescent immunization [1]

智通财经APP讯，康泰生物(300601.SZ)公告，公司全资子公司北京民海生物科技有限公司(简称"民海生 物")于今日收到国家药品监督管理局签发的受理通知书，同意受理民海生物研发的吸附无细胞百白破 (组分)联合疫苗(成人青少年及儿童用)的临床试验申请。 ...

格隆汇1月8日丨康泰生物(300601.SZ)公布，全资子公司北京民海生物科技有限公司（简称"民海生物"） 于今日收到国家药品监督管理局签发的受理通知书，同意受理民海生物研发的吸附无细胞百白破（组 分）联合疫苗（成人青少年及儿童用）的临床试验申请。本次申请临床试验获得受理的吸附无细胞百白 破（组分）联合疫苗（成人青少年及儿童用）适用于成人、青少年及儿童，接种本疫苗后，可使机体产 生免疫应答，用于预防百日咳、白喉、破伤风。 ...

Core Viewpoint - The company announced that its wholly-owned subsidiary, Beijing Minhai Biotechnology Co., Ltd., has received an acceptance notice from the National Medical Products Administration for its clinical trial application of an acellular DTP (diphtheria, tetanus, and pertussis) combined vaccine for adults, adolescents, and children [1] Group 1 - The vaccine is intended for the prevention of whooping cough, diphtheria, and tetanus [1] - Currently, there are no similar products approved for sale in the domestic market [1]

| 证券代码:300601 | | --- | | 债券代码:123119 | 债券代码：123119 债券简称：康泰转 2 证券代码：300601 证券简称：康泰生物 公告编号：2026-003 深圳康泰生物制品股份有限公司（以下简称"公司"）全资子公司北京民海 生物科技有限公司（以下简称"民海生物"）于今日收到国家药品监督管理局签 发的受理通知书，同意受理民海生物研发的吸附无细胞百白破（组分）联合疫苗 （成人青少年及儿童用）的临床试验申请，现将相关情况公告如下： 一、受理通知书主要内容 产品名称：吸附无细胞百白破（组分）联合疫苗（成人青少年及儿童用） 申请事项：境内生产药品注册临床试验 申请人：北京民海生物科技有限公司 受理号：CXSL2600034 深圳康泰生物制品股份有限公司 关于吸附无细胞百白破（组分）联合疫苗（成人青少年 及儿童用）临床试验申请获得受理的公告 本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。 经查询国家药品监督管理局网站，目前国内厂家暂无吸附无细胞百白破（组 分）联合疫苗的产品获批上市。 三、对公司的影响及风险提示 本次公司吸附无细胞 ...