扬子晚报网10月13日讯(通讯员石莹陆媛媛记者高峰)9月26日，江苏英伟医疗有限公司(以下简称"江苏英伟医疗")1.56MW屋顶分布式光伏发电项目落地运 行。这一成果的背后，是宿迁万达电力实业有限责任公司(以下简称"宿迁万达实业公司")以"四链融合"机制激活战新动能、用科创成果破解电网建设难题 的深度主导，彰显出电力企业长期深耕战新产业（300832）领域的责任与担当。 江苏英伟医疗是扎根泗阳县的国内医用新材料新锐企业，此次光伏项目由宿迁万达实业公司主导推进合作。项目充分利用江苏英伟医疗厂区现有屋顶资源 建设，无需额外占地，实现资源高效复用，设计总规模达1560千瓦。宿迁万达实业公司下辖电力设计院为项目量身定制"自发自用，余电上网"运营模式， 不仅能满足江苏英伟医疗部分生产用电需求、显著降低电费支出以减轻运营成本，更通过清洁电能替代助力企业减少碳排放，为其践行环保责任、提升可 持续发展竞争力注入关键动力。 从技术突破到项目落地，从本地布局到县域覆盖，宿迁万达实业公司始终以"四链融合"为核心抓手，主导推动科技创新与产业战新发展，在助力新能源产 业高质量发展的道路上稳步前行。 校对朱亚萍 依托"四链融合"的强大驱 ...

Core Viewpoint - Fujian Province is rapidly developing its strategic emerging industries during the "14th Five-Year Plan" period, focusing on high-quality development and modernization efforts [1] Group 1: Strategic Emerging Industries - Fujian Province is implementing a tailored approach to develop seven key emerging industries: new generation information technology, high-end equipment, new materials, new energy, biomedicine and new pharmaceuticals, energy conservation and environmental protection, and marine high-tech [1] - The province has issued targeted policies and development plans in specialized fields such as biomedicine, lithium battery new materials, and hydrogen energy [1] Group 2: Industry Performance - The new energy industry in Fujian maintains a leading position, with market shares in consumer batteries, power batteries, and energy storage batteries holding the global first position for 13 years, 8 years, and 4 years respectively [1] - The high-end equipment industry is advancing with the introduction of China's first integrated construction guidelines for "photovoltaic-storage-charging-inspection," with 52 demonstration stations established across the province [1] Group 3: New Materials and Biomedicine - Fujian has improved its production and application reward policies for key new materials and rare earth materials, releasing 50 new materials and products [1] - The biomedicine sector is accelerating innovation, with the implementation of high-quality development policies and the establishment of a provincial special fund of 680 million yuan and a 1 billion yuan industry guidance fund, alongside over 40 innovative drugs currently under research and review, marking a historical high [1]

Core Insights - On October 9, 2023, brokerage firms set target prices for listed companies, with notable increases for companies in the personal care, medical device, and semiconductor industries [1][2]. Group 1: Target Price Increases - The companies with the highest target price increases include: - Steady Medical (稳健医疗) with a target price increase of 44.29%, rated "Buy" by CITIC Securities, with a target price of 56.00 yuan [2]. - Sanor Bio (三诺生物) with a target price increase of 35.27%, rated "Recommended" by Huachuang Securities, with a target price of 27.00 yuan [2]. - Tongfu Microelectronics (通富微电) with a target price increase of 24.46%, rated "Buy" by Qunyi Securities (Hong Kong), with a target price of 55.00 yuan [2]. Group 2: Brokerage Recommendations - A total of 27 listed companies received brokerage recommendations on October 9, with BYD (比亚迪) receiving recommendations from two firms, while Qianhong Pharmaceutical (千红制药) and Mulinsen (木林森) each received one recommendation [2]. Group 3: Rating Adjustments - Northeast Securities upgraded Jiangfeng Electronics (江丰电子) from "Hold" to "Buy" on October 9 [3]. - Five companies received initial coverage ratings on the same day, including: - Dongfang Guoxin (东方国信) rated "Buy" by Xinda Securities [3]. - Sanyou Medical (三友医疗) rated "Recommended" by Ping An Securities [3]. - Yidian Tianxia (易点天下) rated "Buy" by Zhongyou Securities [3]. - Jiangfeng Electronics (江丰电子) rated "Buy" by Northeast Securities [3]. - Cambrian (寒武纪) rated "Buy" by Huaxin Securities [3].

证券代码：300832 证券简称：新产业 公告编号：2025-075 深圳市新产业生物医学工程股份有限公司 关于公司获得发明专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市新产业生物医学工程股份有限公司（以下简称"公司"）于近日收到 国家知识产权局颁发的2项《发明专利证书》，现将本次取得的发明专利具体情 况公告如下： 1、 发明名称：18-OHF抗体或其抗原结合片段 中国专利号：ZL202510814214.0 上述专利保护技术为公司自主研发，应用于公司免疫检测项目18-羟基皮质醇 （18-OHF），18-OHF为公司重要的小分子夹心法项目，是原发性醛固酮增多症 （原醛症）分型诊断的关键标志物之一，进一步助力高血压早诊早筛。本发明提 供了一种针对18-OHF的高亲和力、高特异性抗体，能够显著提升检测的准确性 与灵敏度。 2、 发明名称：18-OHB抗体或其抗原结合片段 中国专利号：ZL202510922849.2 专利权人：深圳市新产业生物医学工程股份有限公司 发明人：高莉、戚永跃、刘坤、郑慧广、李志川、杜凯、何海华、李婷华、饶微 专利申 ...

Core Viewpoint - The domestic innovative drug industry is transitioning from a follower to FIC/BIC innovation, supported by engineer dividends, abundant clinical resources, and favorable policies, indicating a qualitative improvement as it enters the 2.0 era [1][2] Group 1: Industry Development - The innovative drug sector is expected to benefit from policy reforms in payment systems, enhancing the profitability of innovative drug companies as they commercialize domestic products [2] - The upcoming ESMO conference in mid-October is anticipated to provide new investment opportunities through the release of relevant clinical data and business development (BD) activities [2] Group 2: Investment Climate - The investment landscape has improved since early this year, with a notable reversal in the financing trend for the innovative drug industry, particularly in the A/H market [3] - The recovery of IPO projects and financing activities in the secondary market is expected to positively impact investment data in Q3, benefiting domestic CROs and upstream research sectors [3] Group 3: Policy Support - Continuous advancement of commercial medical insurance policies since 2025 is likely to accelerate payment system reforms, easing supply-demand conflicts and supporting domestic innovation [4] - Fiscal policy enhancements are expected to increase market interest in domestic medical equipment stocks [4] Group 4: Target Companies - A-share targets include: BeiGene (688235.SH), Hengrui Medicine (600276.SH), Kelun Pharmaceutical (002422.SZ), WuXi AppTec (603259.SH), Tigermed (300347.SZ), New Industry (300832.SZ), BGI Genomics (688114.SH), Huatai Medical (688617.SH), and Dian Diagnostics (300244.SZ) [5] - H-share targets include: Kelun Biotech (06990), CSPC Pharmaceutical (01093), China Biologic Products (01177), CanSino Biologics (09926), WuXi Biologics (02269), Junshi Biosciences (01877), and Zai Lab (09688) [5]

Investment Rating - The report maintains a "Recommended" rating for the company with a target price of 82 yuan [2][6]. Core Insights - The company's domestic business is experiencing temporary pressure, while overseas growth remains robust. In H1 2025, the company reported a revenue of 2.185 billion yuan, a decrease of 1.18% year-on-year, and a net profit attributable to shareholders of 771 million yuan, down 14.62% year-on-year [2][6]. - The overseas business saw a significant increase, with revenue reaching 952 million yuan in H1 2025, representing a year-on-year growth of 19.57% [6]. - The company is enhancing its high-end product matrix, with the flagship model MAGLUMIX10 achieving domestic product registration and a testing speed of 1,000 tests per hour, improving its competitive edge in the market [6]. Financial Performance Summary - **Revenue Forecasts**: - Total revenue is projected to grow from 4.535 billion yuan in 2024 to 6.633 billion yuan in 2027, with year-on-year growth rates of 15.4%, 7.4%, 15.9%, and 17.5% respectively [2][7]. - **Net Profit Forecasts**: - Net profit attributable to shareholders is expected to increase from 1.828 billion yuan in 2024 to 2.585 billion yuan in 2027, with growth rates of 10.6%, 1.5%, 16.5%, and 19.6% respectively [2][7]. - **Earnings Per Share (EPS)**: - EPS is forecasted to rise from 2.33 yuan in 2024 to 3.29 yuan in 2027 [2][7]. - **Valuation Ratios**: - The price-to-earnings (P/E) ratio is projected to decrease from 29 times in 2024 to 21 times in 2027, while the price-to-book (P/B) ratio is expected to decline from 6.3 times to 4.5 times over the same period [2][7]. Market Position and Strategy - The company has successfully expanded its customer base, with 1,835 tertiary hospitals served by the end of H1 2025, achieving a coverage rate of 47.60% [6]. - The sales of high-end models in overseas markets have increased, with 1,971 units of the chemical luminescence immunoassay analyzer sold in H1 2025, and the proportion of mid-to-high-end models reaching 77.02% [6].

Core Insights - The article highlights the transformation of 桃江 from a traditional bamboo-producing region to a manufacturing hub, driven by new industrial projects and investments from businesses [1][2]. Group 1: Company Developments - Hunan Fude Electric Co., Ltd. has received orders from a computing power center that are scheduled until next year, indicating strong demand for its products [1]. - The company has established a postdoctoral research workstation, the first of its kind in 桃江, to foster talent development in the region [1]. - Hunan Yixin Technology Co., Ltd. has relocated its focus from Shenzhen to 桃江, establishing a new optical film coating production base that achieved large-scale production in August 2023 [2]. Group 2: Industry Growth - 桃江's industrial landscape is diversifying with new projects in electric motor components, smart home manufacturing, and hospitality, enhancing the region's industrial structure [2]. - The bamboo industry in 桃江 is expanding into various sectors, including carbon-based materials, new building materials, consumer goods, and bio-extraction, with plans for a full industry chain extension [2]. - The introduction of a green low-carbon bamboo intelligent recycling industrial park aims to utilize bamboo resources for producing high-value products while promoting sustainability [2].

Group 1 - The core point of the news is that New Industry has seen significant trading activity, with a total of 2 block trades on September 30, amounting to 360,000 shares and a total transaction value of 24.588 million yuan, with a consistent trading price of 68.30 yuan [2][3] - The stock closed at 68.30 yuan, reflecting an increase of 1.83% for the day, with a turnover rate of 0.42% and a total trading volume of 197 million yuan, indicating a net inflow of 16.7997 million yuan from main funds [2][3] - Over the past five days, the stock has increased by 2.91%, with a cumulative net inflow of 33.8591 million yuan [2] Group 2 - The latest margin financing balance for the stock is 802 million yuan, which has increased by 16.7826 million yuan over the past five days, representing a growth rate of 2.14% [3] - New Industry Biomedical Engineering Co., Ltd. was established on December 15, 1995, with a registered capital of 785.718785 million yuan [3] - The block trades on September 30 included two transactions, with 200,000 shares traded for 13.66 million yuan and 160,000 shares for 10.928 million yuan, both at a price of 68.30 yuan, with no premium or discount relative to the closing price [3]

Core Viewpoint - Sequoia Capital has announced a plan to reduce its stake in New Industry (300832.SZ) after holding shares for 14 years, indicating a potential shift in investment strategy [1] Group 1: Shareholder Reductions - Sequoia Capital plans to reduce its holdings by up to 14,500,000 shares, which is approximately 1.8454% of the total share capital, through block trading within three months after the announcement [1] - Director Ms. Rao Jie intends to sell up to 1,500,000 shares, representing about 0.1909% of the total share capital, also within three months after the announcement [2] - Senior management member Ms. Liu Haiyan plans to reduce her holdings by up to 100,000 shares, which is around 0.0127% of the total share capital, within the same timeframe [2]

Core Viewpoint - Sequoia Capital, holding 10.6214% of the shares, plans to reduce its stake by up to 14.5 million shares, representing 1.8454% of the total share capital, within three months after the announcement of the reduction plan [1] Group 1 - Shareholder Sequoia Capital intends to sell up to 14.5 million shares through block trading [1] - Director Rao Jie plans to reduce his holdings by up to 150,000 shares, accounting for 0.1909% of the total shares [1] - Senior management member Liu Haiyan aims to sell up to 100,000 shares via centralized bidding, which represents 0.0127% of the total shares [1]