Investment Rating - The report maintains a rating of "Increase" for the industry, indicating a positive outlook for investment opportunities in the sector [5]. Core Insights - The fire incident at Jiangxi Yangfan's workshop may impact the supply of intermediates for photoinitiators, particularly affecting the supply of photoinitiator 907, which is crucial for the PCB industry [1][2]. - The demand for photoinitiator 907 is expected to rise due to the recovery in electronic terminal consumption and the increasing computational requirements from emerging industries like AI [2]. - The domestic production and sales of photoinitiators have been on the rise, with prices anticipated to rebound from their current low levels as the supply-demand balance improves [3]. Summary by Sections Industry Overview - Yangfan New Materials' subsidiary experienced a fire, leading to a temporary halt in production and potential supply chain disruptions for photoinitiators [1]. - The company reported a revenue of 346 million yuan in 2024, accounting for 47.3% of the total revenue of the listed company [1]. Demand Drivers - The PCB industry is a significant driver for the demand of photoinitiator 907, with major suppliers being Jiurichuang and Yangfan New Materials [2]. - The recovery in consumer electronics and the growth of AI-related industries are expected to sustain high demand for PCB products, thereby boosting the photoinitiator market [2]. Market Trends - The market for photoinitiators has seen continuous growth in production and sales, with recent price fluctuations due to environmental policies and external factors [3]. - The report suggests that the current low-profit environment may lead to the exit of some smaller players, enhancing market concentration and benefiting leading companies in the photoinitiator sector [3].

Economic Information - In May, the national futures market recorded a trading volume of 678,609,037 contracts and a transaction value of 5,472.99 billion yuan, representing a year-on-year decline of 4.51% and 1.55% respectively [2] - From January to May, the cumulative trading volume reached 3,336,834,307 contracts, with a cumulative transaction value of 28,693.44 billion yuan, showing year-on-year growth of 15.61% and 21.33% [2] - As of June 11, the wholesale price of 25-year Flying Moutai (bulk) was 1,990 yuan per bottle, down 30 yuan from the previous day, while the price of 25-year Flying Moutai (original) remained at 2,080 yuan per bottle [2] Company Alerts - Industrial Securities has not received any information regarding a merger with Huafu Securities [3] - *ST Yazhen has been suspended from trading for verification due to multiple instances of abnormal trading fluctuations [6] - Several companies, including Chaojie Co., Aikelan, and Fengyuzhu, have announced plans for share reductions by their shareholders, with reductions not exceeding 3% of total shares [8] Overseas Alerts - The US stock market saw all three major indices close lower, with the Nasdaq down 0.5% and Intel dropping over 6%, marking its largest single-day decline in two months [4] - In London, most base metals declined, with LME nickel down 1.13% at $15,145.00 per ton and LME copper down 1.12% at $9,647.00 per ton [5] - Jeffrey Gundlach, head of DoubleLine Capital, indicated that the US debt burden and interest payments have become unsustainable, suggesting that long-term US Treasuries are no longer considered truly risk-free investments [4]

Core Viewpoint - HaiTe Bio (300683) announced that board member Ms. Yan Jie plans to reduce her shareholding by up to 180,000 shares, representing 0.14% of the company's total equity, within three months after a 15 trading day period from the announcement date [1] Summary by Relevant Sections - **Shareholding Details** - Ms. Yan Jie currently holds 723,000 shares, which is 0.55% of the total equity, including 180,700 unrestricted shares and 542,300 restricted shares [1] - **Reason for Reduction** - The primary reason for the share reduction is personal financial needs, with the selling price to be determined based on market conditions and transaction methods [1] - **Impact on Company Structure** - The reduction will not lead to a change in the company's control, nor will it significantly affect the company's governance structure, equity structure, or future operational sustainability [1]

证券代码：300683 证券简称：海特生物 公告编号：2025-027 武汉海特生物制药股份有限公司 关于董事拟减持股份的预披露公告 公司董事严洁女士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。 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： 持有武汉海特生物制药股份有限公司（以下简称"公司"）股份 723,000 股（占公司总股本比例 0.55%）的公司董事严洁女士计划在本公告披露之日起 15 个交易日后的 3 个月内以集中竞价/大宗交易方式减持公司股份不超过 180,000 股（占公司总股本比例 0.14%）。 公司于近日收到上述股东出具的《关于股份减持计划的告知函》，现将相关 情况公告如下： 一、本次减持股东的基本情况 | 股东名称 | 股东身份 | 持股总数 | 持股总数占 | 持有无限售条 | 持有有限售条 | | --- | --- | --- | --- | --- | --- | | | | | 总股本比例 | 件股份总数 | 件股份总数 | | 严洁 | 董事 | 723,000 股 | 0.55% | 180,750 股 ...

一、本次现金管理产品的基本情况 证券代码：300683 证券简称：海特生物 公告编号： 2025-028 武汉海特生物制药股份有限公司 关于使用闲置募集资金购买理财产品的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 武汉海特生物制药股份有限公司（以下简称"公司"）于 2024 年 11 月 12 日召开第八届董事会第十九次会议、第八届监事会第十九次会议，会议审议通过 了《关于使用闲置募集资金及自有资金进行现金管理的议案》，同意公司在确保 不影响募集资金投资项目建设、不影响正常经营及确保资金安全的情况下，使用 不超过人民币 110,000 万元的资金购买投资期限不超过 12 个月，安全性高、流 动性好的低风险理财产品。其中，闲置募集资金的使用额度不超过人民币 45,000 万元，自有资金的使用额度不超过人民币 65,000 万元，本事项在董事会审议权 限内，无需提交股东大会审议，不构成关联交易。在上述额度内，资金可以滚动 使用，期限为 1 年。具体内容详见公司于 2024 年 11 月 12 日在巨潮资讯网（http： //www.cninfo.co ...

为进一步加强与投资者的互动交流，武汉海特生物制药股份有限公司（以下 简称"公司"）将参加由湖北证监局、湖北省上市公司协会与深圳市全景网络有 限公司联合举办的"2025 年湖北辖区上市公司投资者集体接待日活动"，现将相 关事项公告如下： 特此公告！ 武汉海特生物制药股份有限公司 关于参加湖北辖区上市公司2025年投资者 董事会 网上集体接待日活动的公告 2025 年 6 月 9 日 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：300683 证券简称：海特生物 公告编号：2025-026 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 6 月 12 日（周四） 14:00-16:40。届时 公司董事会秘书杨坤、财务总监羡雯将在线就公司 2024 年度业绩、公司治理、 发展战略、经营状况等投资者关心的问题，与投资者进行沟通与交流，欢迎广大 投资者踊跃参与！ 武汉海特生物制药股份有限公司 ...

Core Viewpoint - The ophthalmology medical concept sector has shown a significant increase, with a rise of 3.08%, ranking it as the 10th highest among concept sectors, indicating strong market interest and investment potential in this area [1][2]. Group 1: Market Performance - As of June 3, the ophthalmology medical concept sector saw 42 stocks increase in value, with notable performers including Guanhao Biological, which hit a 20% limit up, and ST Zhongzhu, which also reached its limit up [1]. - Other top gainers in the sector included Nuo Si Lan De (up 18.82%), Hai Te Biological (up 13.18%), and Bei Da Pharmaceutical (up 7.34%) [1]. - Conversely, the sector experienced declines from companies such as Kanghong Pharmaceutical (down 2.16%), Chuangwei Digital (down 2.05%), and Jianghe Group (down 1.60%) [1]. Group 2: Capital Flow - The ophthalmology medical concept sector attracted a net inflow of 107 million yuan from major funds, with 25 stocks receiving net inflows, and 12 stocks exceeding 10 million yuan in net inflow [2]. - Guanhao Biological led the sector with a net inflow of 159 million yuan, followed by Bei Da Pharmaceutical (61.32 million yuan), Ma Ying Long (24.37 million yuan), and Hai Te Biological (21.22 million yuan) [2][3]. - The net inflow ratios for ST Zhongzhu, Huashen Technology, and Guanhao Biological were 15.16%, 13.41%, and 11.88%, respectively, indicating strong investor confidence in these stocks [3].

Group 1 - Huapei Power received a project intention letter from a domestic new energy vehicle company for a thermal management system PTC water heater, with an estimated sales amount of approximately 9 million yuan over a 5-year lifecycle starting from 2026 [1] - Antu Biotech obtained medical device registration certificates for products including "Cytomegalovirus IgM Antibody Test Kit" [1][2] - Yihong Technology adjusted the upper limit of its share repurchase price to 65.04 yuan per share, with a total repurchase amount of 6.9583 million yuan for 198,000 shares [2] Group 2 - Aihui Long received a medical device registration certificate for the Hepatitis B virus core antibody detection kit, valid until May 28, 2030 [2][3] - Quanxin Co. plans to engage in commodity futures hedging to mitigate raw material price fluctuations, with a maximum guarantee amount of 8 million yuan [3] - Jiahua Intelligent plans to lease idle assets in Dongguan for a total rental amount of approximately 6.3193 million yuan over 6 years [3] Group 3 - Qianjiang Biochemical announced the resignation of its chairman and a director, with a new chairman to be elected [4][5] - Aerospace Morning Light was suspended from participating in military procurement activities due to violations, with internal investigations underway [6] - Guang'an Aizhong intends to establish a fund with a total scale of 70.7 million yuan, focusing on distributed wind and solar power generation [7] Group 4 - Zhejiang Medicine plans to use up to 1 billion yuan of idle funds for entrusted wealth management, with a maximum investment period of 12 months [10] - Hengrui Medicine's subsidiary received approval for clinical trials of HRS9531 injection, aimed at treating type 2 diabetes patients [11] - Taiji Co. announced the purchase of 10 million yuan in wealth management products, with a minimum holding period of 6 months [12] Group 5 - Hong Kong-listed company Huichuang Pharmaceutical received approval for the clinical trial of a spray for treating primary premature ejaculation [26][27] - Haichuang Pharmaceutical's new drug application for a prostate cancer treatment was approved by the National Medical Products Administration [28] - Zhuhai Guanyu was selected as a designated supplier for low-voltage lithium batteries by SAIC Volkswagen [29] Group 6 - Huayi Technology opened a tax refund service for overseas travelers, enhancing its retail offerings [32] - Baobian Electric plans to transfer 90% of its subsidiary's shares for 137 million yuan [33] - Yiwei Communication intends to invest 100 million yuan to establish a wholly-owned subsidiary to enhance its strategic layout [34]

证券代码：300683 证券简称：海特生物 公告编号：2025-025 武汉海特生物制药股份有限公司 | 合伙人名称 | 企业类型 | 出资方式 | 出资额（万元） | 出资比例（%） | | --- | --- | --- | --- | --- | | 武汉海特生物制药股份 有限公司 | 企业法人 | 货币 | 415 | 4.17 | | 湖北长创产业投资基金 有限公司 | 企业法人 | 货币 | 2033.5 | 20.42 | | 武汉明德生物科技股份 有限公司 | 企业法人 | 货币 | 2033.5 | 20.42 | | 长江创业投资基金有限 公司 | 企业法人 | 货币 | 1992 | 20 | | 湖北同富创业投资管理 有限公司 | 企业法人 | 货币 | 1992 | 20 | | 北京恒盛瀚邦商贸有限 公司 | 企业法人 | 货币 | 830 | 8.33 | | 上海华岭智新投资合伙 企业（有限合伙） | 内资合伙企 | 货币 | 564.4 | 5.66 | | | 业 | | | | | 武汉青柠创业投资管理 有限公司 | 企业法人 | 货币 | 99.6 | 1 | | 合计 ...

武汉海特生物制药股份有限公司 关于获得药品补充申请批件暨成为药品上市许可持有人的公告 证券代码：300683 证券简称：海特生物 公告编号：2025-024 1、聚甲酚磺醛阴道栓：本品属于抗感染药物，其通过强酸和蛋白凝固作用 杀灭细菌、真菌和滴虫；选择性地引起坏死或病变组织及柱状上皮蛋白变性；引 起血管收缩和血浆蛋白凝固而止血。本品主要用于治疗宫颈糜烂、宫颈炎、各类 阴道感染(如细菌性阴道病、滴虫性阴道炎和念珠菌性阴道炎)、使用子宫托造成 的压迫性溃疡。 2、联苯苄唑栓：本品为广谱抗真菌药，属于妇科用药类非处方药。本品通 过抑制细菌细胞膜的合成，对皮肤癣菌及念珠菌等有抗菌作用。本品主要用于治 疗念珠菌性外阴阴道病。 3、替硝唑栓：本品为抗滴虫和抗厌氧菌药，属于妇科用药类非处方药。本 品对滴虫和大多数厌氧菌有抑制和杀灭作用。本品主要用于治疗滴虫性阴道炎及 细菌性阴道病。 4、硝酸咪康唑栓：本品为广谱抗真菌药，属于妇科用药类非处方药。本品 通过抑制细菌细胞膜的合成，以及影响其代谢过程，对多种真菌，尤其是念珠菌 有抗菌作用。本品主要用于局部治疗念珠菌性外阴阴道病和革兰阳性细菌引起的 双重感染。 三、对公司的影响及主 ...