Group 1 - Longwood Biotechnologies Inc. holds 13.81 million shares of Zhenghai Biological, accounting for 7.67% of the total shares (7.78% after excluding repurchase) [1] - Longwood plans to reduce its holdings by up to 3.6 million shares within three months from March 23, 2026, to June 22, 2026, representing 2% of the total share capital (2.03% after excluding repurchase) [1] - The reduction will occur through centralized bidding or block trading, with a limit of 1% for bidding and 2% for block trading within any 90 natural days, with prices determined by market conditions [1]

烟台正海生物科技股份有限公司 关于持股 5%以上股东减持股份的预披露公告 公司持股 5%以上股东 Longwood Biotechnologies Inc.保证向本公司提供的信 息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 股份减持预披露公告 证券代码：300653 证券简称：正海生物 公告编号：2026-004 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有烟台正海生物科技股份有限公司（以下简称"公司"）13,811,874 股（占 公司总股本比例 7.67%，占剔除公司回购专用账户股份后的总股本比例 7.78%） 股份的股东 Longwood Biotechnologies Inc.（以下简称"Longwood"）计划在本公 告之日起 15 个交易日后的 3 个月内以集中竞价交易或大宗交易的方式合计减持 本公司股份不超过 3,600,000 股（占公司总股本比例 2%，占剔除公司回购专用账 户股份后的总股本比例 2.03%）。 近日，公司收到 Longwood 出具的《关于股份减持计划告知函》，现将有关 内容公告如下： 一、股东的基本情况 截至公告日， ...

Company Project Advancement - The company is actively promoting the market launch and sales of calcium silicate bio-ceramic oral bone repair materials, planning to adopt a differentiated marketing strategy based on product innovation advantages [1] - The meningeal series products have won bids in 24 provinces for volume procurement projects, with the Beijing-Tianjin-Hebei "3+N" alliance procurement project set to start in December 2025, and the company is progressing with related preparations as planned [1] Product Development Progress - The uterine cavity repair membrane is set to enter the registration phase in early January 2026, having received the registration acceptance notice [2] - The breast patch is expected to complete clinical trial summaries by November 2025, and preparations for registration are currently underway [2] Company Business Status - In 2026, the company plans to accelerate the market promotion and terminal volume of active biological bone to enhance revenue contribution [3] - Several products have export potential, and the company is evaluating market access requirements and feasibility in different countries and regions, conducting preliminary preparation work [3]

Group 1 - The core viewpoint of the article is that Zhenghai Bio is actively monitoring policies and developments related to mergers and acquisitions, indicating a potential openness to consider such strategies for growth [1] - Zhenghai Bio acknowledges the importance of balancing stable operations with capital operations, suggesting a strategic approach to future investments [1] - The company commits to following legal procedures and timely information disclosure regarding any developments in mergers and acquisitions [1]

Core Viewpoint - Zhenghai Biological (300653) is effectively managing production and shipment based on customer orders, ensuring that overall capacity is operating efficiently and normally [1] Group 1: Production and Capacity - The company has established an independent production line for calcium silicate biological ceramic oral bone repair materials ahead of its certification and market launch [1] - The current production line is capable of stable and efficient product manufacturing, with capacity fully meeting the anticipated market demand for the products [1]

Core Viewpoint - The company is effectively managing its production capacity to meet market demand for its products, particularly in the field of calcium silicate bioceramics for dental bone repair [2]. Group 1: Production Capacity - The company reported that its overall production capacity is operating within a normal and efficient range, responding to customer order demands [2]. - A dedicated production line for calcium silicate bioceramics has been established prior to product certification and market launch, ensuring stable and efficient production [2]. Group 2: Market Demand - The production capacity of the new product line is sufficient to meet the anticipated market demand for calcium silicate bioceramics [2].

Group 1 - The core viewpoint is that the dental implant market in China has significant growth potential due to reduced medical costs from price limits on implant services and collective procurement initiatives, which have stimulated demand for dental implants [1] - The penetration rate of dental implants in China remains low compared to developed countries like the US and South Korea, indicating substantial room for growth in this sector [1] - The company is optimistic about the long-term development potential of the dental implant industry and plans to continue focusing on this advantageous area while promoting new products to expand market space [1] Group 2 - In the area of meninges products, the company benefits from the comprehensive implementation of collective procurement policies and a high domestic production rate, leading to a mature and stable industry development [1] - The company has actively participated in collective procurement projects and has consistently won bids, which has helped to solidify and enhance its market share in the meninges product segment [1] - The meninges product line is expected to become a key revenue driver for the company, providing a stable income base due to the stability of the industry and the market position of its products [1]

Core Viewpoint - Zhenghai Biological has initiated the registration phase for its intrauterine repair membrane product, having received the registration acceptance notice, with further evaluation and approval steps to follow [1] Group 1 - The intrauterine repair membrane product was officially pushed into the registration phase in early January 2023 [1] - The company has completed the clinical trial summary for its breast patch project by November 2025 and is currently preparing for product registration [1] - The company will fulfill its information disclosure obligations in accordance with regulatory requirements regarding the progress of product development [1]

Core Viewpoint - Zhenghai Biological has prepared for the market launch of its calcium silicate bioceramic oral bone repair materials, ensuring sufficient production capacity and a strategic marketing approach to maximize profitability [1] Group 1: Product Overview - The calcium silicate bioceramic oral bone repair materials are designed for use in conjunction with barrier membranes and are suitable for repairing alveolar bone defects [1] Group 2: Market Preparation - The company has proactively engaged in product transition and brand promotion before obtaining product certification, ensuring readiness for a swift market entry [1] - Sufficient production capacity has been established to facilitate rapid sales following the product launch [1] Group 3: Marketing Strategy - The product promotion strategy will leverage the innovative advantages in raw material composition and process structure, tailored to the comprehensive conditions of the target market [1] - A differentiated marketing strategy will be employed to enhance product market penetration and profitability [1]

Core Viewpoint - Zhenghai Biological reported a decrease in revenue from oral repair membranes, primarily due to price fluctuations and intensified competition in the private dental market, leading to a slowdown in the growth trend of dental implant demand [1] Group 1: Market Conditions - The oral private market has been affected by increased competition and cost-cutting measures at the terminal level, which have contributed to the decline in revenue [1] - The growth trend of dental implant demand is slowing down, impacting overall market performance [1] Group 2: Company Strategy - In response to market competition, the company is implementing a precise marketing strategy to leverage its advantages in scale and cost [1] - The company is optimizing product pricing and enhancing close cooperation with leading terminals to stabilize market share coverage [1] - The oral segment remains a key focus for the company, which plans to continue deepening its efforts in this area and accelerate the launch and sales of new oral products [1] Group 3: Competitive Position - The company aims to strengthen its core competitiveness by synergizing the capabilities of membrane and powder product combinations [1]