证券代码：300639 证券简称：凯普生物 公告编号：2025-050 个 SNP 位点进行灵敏、特异地检测的引物组合物,并利用所述引物组合物构建得到了相 应的试剂盒。利用本发明所述引物组合物或所述试剂盒,可结合飞行时间质谱检测所述 18 个 SNP 位点,依据 SNP 位点检测情况指导抗精神病药的个性化用药,避免出现用药无 反应以及会出现严重副作用等情况,有利于精神分裂症等精神病的治疗。 公司持续向"核酸分子诊断龙头企业"的大目标迈进，持续推进"核酸 99"战略， 促进公司产品结构的不断丰富，满足市场多样化的需求。上述发明专利权的取得符合公 司发展战略规划，不会对公司目前的经营状况产生重大的影响，但有利于进一步完善公 司的知识产权体系，充分发挥公司的知识产权优势，丰富公司产品体系，提升公司的核 心竞争力。 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 或者重大遗漏。 广东凯普生物科技股份有限公司（以下简称"凯普生物"或"公司"）以及子公司 在 2025 年 8 月获得发明专利授权情况如下： | 序号 | 发明专利名称 | 专利号 | 专利类型 | 授予国家/地区 | 专 ...

Core Insights - The company, Capstone Bio (300639), reported that as of August 20, 2025, the total number of shareholders is 29,679 [1] Company Summary - Capstone Bio has engaged with investors through an interactive platform, providing updates on shareholder numbers [1] - The company is actively communicating with its investors, indicating a focus on transparency and shareholder engagement [1]

Core Insights - The company reported a significant decline in revenue and net profit for the first half of 2025, with total revenue of 315 million yuan, down 22.96% year-on-year, and a net loss of 89.59 million yuan, a decrease of 16.46% compared to the previous year [1][10] Financial Performance - Total revenue for the second quarter was 181 million yuan, reflecting a year-on-year decrease of 19.87% [1] - The gross profit margin decreased to 46.98%, down 12.42% year-on-year, while the net profit margin fell to -43.53%, a decline of 37.6% [1] - The company's total expenses (selling, administrative, and financial) amounted to 170 million yuan, accounting for 54.0% of revenue, a decrease of 7.09% year-on-year [1] - Earnings per share were reported at -0.14 yuan, a decrease of 17.15% year-on-year [1] Balance Sheet Changes - Cash and cash equivalents increased by 31.56% due to the maturity of large deposits [3] - Accounts receivable decreased by 46.05%, indicating a reduction in receivables [3] - Long-term borrowings increased by 80.98%, attributed to share repurchase financing [6] Operational Insights - The company’s business model relies heavily on research and marketing, necessitating a thorough examination of the underlying drivers of these operations [12] - The company has experienced a historical median ROIC of 16.79%, with the worst year being 2024, which recorded a ROIC of -20.91% [11]

Core Viewpoint - Capbio (300639.SZ) reported its semi-annual results for 2025, highlighting the current institutional investor holdings and changes in ownership structure [1] Summary by Relevant Sections - Institutional Holdings - As of August 25, 2025, four institutional investors disclosed holdings in Capbio A-shares, totaling 279 million shares, which represents 43.12% of Capbio's total share capital [1] - The institutional investors include Hong Kong Science and Technology Venture Capital Co., Ltd., Yunnan Zhonghe Enterprise Management Co., Ltd., Shenzhen Guodiao Investment Fund Partnership (Limited Partnership), and Yunnan Yancheng Enterprise Management Co., Ltd. [1] - Compared to the previous quarter, the total institutional holding percentage decreased by 0.65 percentage points [1]

Core Viewpoint - The company reported a significant decline in revenue and net profit for the reporting period, primarily due to industry policy adjustments and increased competition in the molecular diagnostics sector, particularly affecting HPV-related products [5][6][11]. Financial Performance - The company achieved operating revenue of 314.99 million yuan, a year-on-year decrease of 22.96% [5]. - The net profit attributable to shareholders was -89.59 million yuan, down 16.46% year-on-year [5]. - The net profit after deducting non-recurring gains and losses was -95.61 million yuan, a decline of 11.63% year-on-year [5]. Business Segments - **Molecular Diagnostics**: Revenue from molecular diagnostic products decreased significantly due to price reductions from centralized procurement policies and an increase in VAT from 3% to 13% starting January 1, 2025 [5][6]. - **Medical Testing Services**: Revenue from medical testing services fell to 91.57 million yuan, down 18.85% year-on-year, leading to operational losses due to high fixed costs [6]. - **Healthcare Services**: The healthcare services segment, particularly the operations of Chaozhou Kaipu Hospital, incurred losses as initial revenues did not cover operational costs [6]. Strategic Initiatives - The company is focusing on three main business areas: molecular diagnostics, medical testing services, and healthcare management, aligning with national strategic development goals [6][9]. - The "Kepu 843 Plan" was introduced to drive growth through eight major project directions, including cervical cancer prevention and personalized medicine [10][12]. Product Development - The company has developed a comprehensive range of HPV testing products, with over 79 million uses reported, and has been recognized for its contributions to cervical cancer screening [10][11]. - The "Four Pillars" product series, including thalassemia and hearing loss susceptibility gene tests, has become a significant revenue contributor outside of HPV products [13]. Quality Control and Innovation - The company has invested over 900 million yuan in R&D since its inception, with 4.15 million yuan allocated in the reporting period, representing 13.18% of revenue [16]. - A robust quality management system has been established, achieving 100% compliance with international quality standards [19]. International Expansion - The company is pursuing internationalization, with 59 CE certifications and patents in multiple countries, aiming to enhance its global presence [24]. Operational Efficiency - The company is implementing cost-reduction measures and optimizing laboratory operations to improve efficiency amid industry challenges [25][28].

Group 1 - The company announced the approval of multiple proposals, including the 2025 semi-annual report and summary [2]

Group 1 - The company announced the election of Mr. Xie Longxu as the employee representative director of the sixth board of directors during a meeting held on August 25, 2025 [1]

Group 1 - The company, Cap Bio (300639), announced that it will hold its first extraordinary general meeting of shareholders on September 10, 2025 [1] - The agenda for the meeting includes the proposal to amend the Articles of Association of Guangdong Cap Bio Technology Co., Ltd. among other items [1]

Core Insights - The company reported a significant decline in revenue for the first half of 2025, with total revenue reaching 315 million yuan, representing a year-on-year decrease of 22.96% [1] - The net profit attributable to shareholders was negative, amounting to -89.59 million yuan, indicating financial challenges [1] - The net profit after deducting non-recurring gains and losses was also negative at -95.61 million yuan, reflecting ongoing operational difficulties [1] - The basic earnings per share were reported at -0.1400 yuan, further highlighting the company's financial struggles [1]

中信证券股份有限公司 关于广东凯普生物科技股份有限公司 使用暂时闲置募集资金进行现金管理的核查意见 中信证券股份有限公司（以下简称"中信证券""保荐机构"）作为广东凯普生物科 技股份有限公司（以下简称"凯普生物""公司"）的保荐机构，根据《上市公司募 集资金监管规则》《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》等相关规定履行持续督导职责， 对凯普生物使用暂时闲置募集资金进行现金管理的事项进行了审慎核查，核查情况及 核查意见如下： 一、募集资金基本情况 中国证券监督管理委员会《关于同意广东凯普生物科技股份有限公司向特定对象 发行股票注册的批复》（证监许可[2020]1713号）同意，公司向包括实际控制人之一、 董事、常务副总经理管秩生先生在内的8名特定对象发行人民币普通股（A 股） 22,945,804 股 ， 每 股 发 行 价 格 为 人 民 币 45.76 元 ， 募 集 资 金 总 额 为 人 民 币 1,049,999,991.04元，扣除发行费用后的募集资金净额为1,027,419,602.53元。上述募集 资金已于2020年9月7 ...