武汉海特生物制药股份有限公司（以下简称"公司"）于近日取得湖北省药 品监督管理局换发的《药品生产许可证》，同意《药品生产许可证》的变更申请。 本次新增栓剂生产范围及栓剂生产线，并对替硝唑栓的生产地址进行了变更，其 他内容不变。变更后的《药品生产许可证》具体内容如下： 一、《药品生产许可证》基本情况 企业名称：武汉海特生物制药股份有限公司 注册地址：武汉经济技术开发区海特科技园 社会信用代码：91420100724667038L 法定代表人：陈亚 证券代码：300683 证券简称：海特生物 公告编号：2025-039 武汉海特生物制药股份有限公司 关于公司药品生产许可证变更的公告 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。 分类码：AshCh 本次新增栓剂生产范围及栓剂生产线，并对替硝唑栓的生产地址进行了变更， 以上变更对公司业绩无重大影响，敬请广大投资者理性投资，注意投资风险。 生产地址和生产范围：1.湖北省武汉经济技术开发区海特科技园 治疗用生 物制品（注射用抗乙型肝炎转移因子、注射用鼠神经生长因子、注射用埃普奈明）、 冻干粉针剂、散剂、小容量注射剂、片 ...

Group 1 - The A-share market's innovative drug concept stocks have experienced a collective decline for the third consecutive day, with notable drops including Nanjing New Pharmaceutical falling over 11% and Yuandong Bio down over 9% [2] - Other companies such as Borui Pharmaceutical, Zhaoyan New Drug, and Kangyuan Pharmaceutical also saw declines exceeding 6%, while Shutaishen, Hite Bio, Shouyao Holdings, and Wanbangde dropped over 5% [2] Group 2 - The MACD golden cross signal has formed, indicating a positive trend for certain stocks [3]

Market Overview - On August 27, the medical services sector declined by 2.14%, with Haitai Biological leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Stock Performance - Notable gainers in the medical services sector included: - Digital Human: Closed at 17.23, up 12.84% with a trading volume of 200,800 shares and a turnover of 355 million [1] - Nanmo Biology: Closed at 62.11, up 8.34% with a trading volume of 41,300 shares and a turnover of 250 million [1] - Dian Diagnostics: Closed at 17.49, up 5.81% with a trading volume of 813,500 shares and a turnover of 1.467 billion [1] - Major decliners included: - Haitai Biological: Closed at 51.28, down 6.87% with a trading volume of 128,800 shares and a turnover of 684 million [2] - Hongbo Pharmaceutical: Closed at 37.93, down 5.79% with a trading volume of 125,600 shares and a turnover of 498 million [2] - Huacheng Medical: Closed at 3.78, down 5.74% with a trading volume of 843,900 shares and a turnover of 328 million [2] Capital Flow - The medical services sector experienced a net outflow of 1.677 billion from institutional investors, while retail investors saw a net inflow of 951 million [2][3] - Key stocks with significant capital flow included: - Jinyu Medical: Net inflow of 120 million from institutional investors, but a net outflow of 79 million from retail investors [3] - Huada Gene: Net inflow of 107 million from institutional investors, with outflows from both retail and speculative investors [3] - Dian Diagnostics: Net inflow of 65.5 million from institutional investors, with outflows from speculative and retail investors [3]

Group 1 - A-share market sees a decline in several innovative drug concept stocks, with Yuekang Pharmaceutical dropping over 10% [1] - Guangshengtang falls by 8%, while Lifang Pharmaceutical and Haishike decrease by over 7% [1] - Saili Medical declines by over 6%, and Huiyu Pharmaceutical drops by over 5% [1] - Jingxin Pharmaceutical experiences a decline of over 4%, with Shutaishen, Haiteshengwu, and Xinlitai all falling by over 3% [1]

Market Overview - A-shares experienced a volatile trading day following a significant increase on August 25, with the Shanghai Composite Index closing down 0.39% at 3868.38 points, while the Shenzhen Component Index rose 0.26% [1] - The market saw strong performance in sectors such as poultry, pork, gaming, chemicals, and consumer electronics, while sectors like medical services and rare earth permanent magnets faced declines [1] Sector Performance - The pork concept stocks remained strong, with Aonong Bio (603363) hitting the daily limit [1] - The gaming sector was active, with 37 Interactive Entertainment (002555) also reaching the daily limit [1] - The chemical sector showed continued activity, with Baiao Chemical (603360), Yuntu Holdings (002539), and Haiyang Technology (603382) all hitting the daily limit [1] - Consumer electronics stocks were lively, with companies like GoerTek (002241) reaching the daily limit [1] - In contrast, the medical services sector led the declines, with Sunlight Nuohuo and Hite Bio (300683) among the biggest losers [1] - The rare earth permanent magnet sector also faced downward pressure, with AVIC TianDa and Baosteel (600010) leading the declines [1] Huawei Concept Stocks - Huawei concept stocks collectively rose, with the Huawei Kunpeng Index and Huawei Harmony Index both increasing over 2% [2] - Notable performers included Junyi Digital (301172) which achieved a 20% limit up, and Aerospace Hongtu which surged over 10% [2] - The Harmony Index saw stocks like Tuwei Information (002261) hitting the daily limit, along with other companies such as Runhe Software (300339) and Changshan Beiming (000158) following suit [2] Upcoming Developments - On August 25, during the Harmony Intelligent Travel autumn product launch, SAIC and Huawei announced the pre-sale of their first model under the "Shangjie" brand, the H5 [2] - Huawei is set to release a new AI SSD product on August 27, which may significantly impact the existing landscape of China's AI storage market [2]

Core Viewpoint - Hite Bio's financial performance in the 2025 mid-year report shows significant declines in net profit and revenue, indicating potential challenges for the company moving forward [1][5]. Financial Performance Summary - The total operating revenue for Hite Bio in the 2025 mid-year report was 275 million yuan, a decrease of 3.36% compared to the previous year [1]. - The net profit attributable to shareholders was -39.18 million yuan, reflecting a year-on-year decline of 72.1% [1]. - The gross profit margin decreased to 40.74%, down 11.0% from the previous year [1]. - The net profit margin was -14.62%, a significant drop of 70.21% year-on-year [1]. - Total expenses (selling, administrative, and financial) amounted to 121 million yuan, accounting for 43.85% of revenue, a slight increase of 0.3% [1]. - The earnings per share were -0.30 yuan, a decrease of 76.47% compared to the previous year [1]. Cash Flow and Financial Ratios - The net cash flow from operating activities showed a drastic decline of 292.07%, primarily due to a reduction in government subsidies received [3]. - The net cash flow from financing activities decreased by 93.9%, attributed to cash dividend payments [4]. - The average operating cash flow over the past three years relative to current liabilities is only 14.48%, indicating potential liquidity concerns [7]. Investment Returns and Historical Performance - The company's historical return on invested capital (ROIC) has been generally low, with a median ROIC of 3.65% since its listing, and a particularly poor ROIC of -5.43% in 2023 [5]. - Hite Bio has reported negative net profits in four out of its seven annual reports since going public, suggesting a pattern of financial instability [5].

Group 1 - The innovative drug sector in the A-share market has experienced a decline, with several companies showing significant drops in stock prices [1] - Yuan Dong Biological fell over 8%, while Sunshine Nuohe dropped over 6%, and other companies like Haitai Biological and Guangshantang saw declines exceeding 5% [1] - The overall trend indicates a challenging environment for the innovative drug sector, as multiple companies are facing downward pressure on their stock performance [1] Group 2 - Specific stock performance data shows Yuan Dong Biological at -8.86% with a market capitalization of 11.4 billion, and Sunshine Nuohe at -6.99% with a market cap of 8.334 billion [2] - Other notable declines include Haitai Biological at -5.87% (7.32 billion), Guangshantang at -5.49% (22.9 billion), and Yifang Biological at -4.88% (23.2 billion) [2] - Year-to-date performance reveals that despite recent declines, some companies like Guangshantang and Aong Likang have shown substantial increases of 339.58% and 304.97% respectively [2]

Group 1 - The innovative drug concept stocks are experiencing a downturn, with multiple companies such as Guangshengtang, Yuandong Biological, Yangguang Nuohuo, Haitai Biological, Rejing Biological, Kailaiying, Lifang Pharmaceutical, and Jimin Health seeing declines of over 5% [1]

Group 1 - The innovative drug sector in the A-share market has experienced a decline [1] - Yuan Dong Biological has dropped over 8% [1] - Sunshine Novo has decreased by more than 6% [1] Group 2 - Hai Te Biological and Guangsheng Tang have both fallen over 5% [1] - Yi Fang Biological, Li Fang Pharmaceutical, Kang Chen Pharmaceutical, Ang Li Kang, and Ou Lin Biological have all seen declines of over 4% [1]

以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 对于社保基金，本期较上一季未再披露的社保基金共计1个，即招商基金管理有限公司-社保基金1903组 合。 2025年8月26日，海特生物(300683.SZ)发布2025年半年度报告。截至2025年8月25日，共有4个机构投资 者披露持有海特生物A股股份，合计持股量达4393.75万股，占海特生物总股本的33.57%。其中，机构 投资者包括武汉三江源投资发展有限公司、武汉伯瑞乐企业管理有限公司、武汉博肽企业发展有限公 司、荆门高新技术产业投资有限公司，机构投资者合计持股比例达33.57%。相较于上一季度，机构持 股比例合计下跌了0.22个百分点。 ...