深圳市新产业生物医学工程股份有限公司 投资者关系活动记录表 证券代码：300832 证券简称：新产业 编号：2025-011 1 深圳市新产业生物医学工程股份有限公司 投资者关系活动记录表 附件： 与会机构名单 | Abu Dhabi Investment Authority | 国联基金管理有限公司 | | --- | --- | | Alpines Capital (HK) Limited | 海通国际资产管理（香港）有限公司 | | Credit Suisse (Hong Kong) Limited | 宏利基金管理有限公司 | | Credit Suisse Asset Management | 华泰资产管理有限公司 | | (International) Limited | | | Fountaincap Research & Investment (Hong | 华夏基金管理有限公司 | | Kong) Co., Ltd. | | | Gic Special Investments Pte Ltd | 汇添富基金管理股份有限公司 | | Goldman Sachs Asset Management ...

人民财讯11月28日电，企查查APP显示，近日，华中食品科学研究(咸宁)有限公司成立，法定代表人为 董亚，注册资本1亿元，经营范围包含自然科学研究和试验发展；新材料技术研发；发酵过程优化技术 研发；新材料技术推广服务等。企查查股权穿透显示，该公司由咸宁高新产业（300832）发展有限公 司、元气森林(北京)食品科技集团有限公司共同持股。 ...

Group 1: Strategy Research - The scale of insurance funds, wealth management, and pension funds in China exceeds 70 trillion, showing continuous growth with an asset allocation characterized by "fixed income as the base, equity gradually increasing" [2][4] - Insurance and social security funds heavily invest in A-shares, focusing on financial sectors while gradually increasing allocations in technology and growth areas [2][5] Group 2: Biopharmaceutical Research - The second batch of price negotiations under the US IRA has been announced, with the highest price reduction reaching 85%, effective from January 2027 [2][7] - The overall impact of the negotiations is limited as the negotiated products are close to patent cliffs [7][9] Group 3: Investment Characteristics - The asset scale of insurance funds, pension funds, and wealth management has surpassed 70 trillion, with insurance and wealth management each exceeding 30 trillion, accounting for over 80% of the total [5] - Fixed income remains the mainstay of asset allocation, with insurance funds favoring bonds and social security funds leaning towards equity investments [5][6] Group 4: A-Share Heavyweights - The core of A-share heavyweights is in the financial sector, but there is an increasing focus on growth attributes, particularly in technology and advanced manufacturing sectors [6][7] Group 5: Company Quarterly Reports - For Yaxiang Integration, the net profit attributable to shareholders increased by 40% in Q3 2025, with a gross margin improvement of 9 percentage points [16][17] - For Jin Yu Medical, operational efficiency has steadily improved, with significant cash flow enhancement despite a decline in revenue [24][25] Group 6: Industry Trends - The biopharmaceutical industry is facing challenges due to the impending patent cliffs, which may limit the impact of IRA negotiations on product sales [9][15] - The automotive industry, particularly GAC Group, is accelerating its electrification transformation and collaborating with Huawei to explore new growth avenues [28][29]

Core Points - The Biotech Index (970038) closed at 2134.66 points, down 0.06%, with a trading volume of 13.045 billion yuan and a turnover rate of 0.95% [1] - Among the index constituents, 22 stocks rose while 27 fell, with Hualan Vaccine leading the gainers at 2.57% and Jingxin Pharmaceutical leading the decliners at 5.97% [1] Index Constituents Summary - The top ten constituents of the Biotech Index include: - Mindray Medical (12.58% weight, latest price 196.30 yuan, market cap 238 billion yuan) [1] - Changchun High-tech (4.87% weight, latest price 99.66 yuan, market cap 40.655 billion yuan) [1] - Shimi Aoshi (4.74% weight, latest price 6.60 yuan, market cap 4.3811 billion yuan) [1] - Kanglong Chemical (4.55% weight, latest price 28.87 yuan, market cap 51.337 billion yuan) [1] - Tigermed (4.54% weight, latest price 51.20 yuan, market cap 44.085 billion yuan) [1] - Deep Technology (4.16% weight, latest price 23.42 yuan, market cap 36.809 billion yuan) [1] - Muyuan Food (3.62% weight, latest price 49.90 yuan, market cap 272.592 billion yuan) [1] - Lepu Medical (3.19% weight, latest price 15.87 yuan, market cap 29.255 billion yuan) [1] - Aimeike (3.16% weight, latest price 146.26 yuan, market cap 44.257 billion yuan) [1] - Seeyou Medical (3.07% weight, latest price 35.70 yuan, market cap 35.788 billion yuan) [1] Capital Flow Analysis - The Biotech Index constituents experienced a net outflow of 84.2481 million yuan from institutional investors, while retail investors saw a net inflow of 67.1618 million yuan [1] - Notable capital flows include: - Muyuan Food: 104 million yuan net inflow from institutional investors, but net outflows from retail and speculative investors [2] - Aimeike: 46.9918 million yuan net inflow from institutional investors, with outflows from retail and speculative investors [2] - Mindray Medical: 33.0761 million yuan net inflow from institutional investors, with outflows from retail and speculative investors [2]

Core Viewpoint - Tianjin Shengyuan Urban Renewal Industry Operation Co., Ltd. has been established with a registered capital of 5 million RMB, fully owned by Tianjin Dongli Urban Infrastructure Investment Group Co., Ltd. [1] Company Summary - Company Name: Tianjin Shengyuan Urban Renewal Industry Operation Co., Ltd. [1] - Legal Representative: Yang Enwang [1] - Registered Capital: 5 million RMB [1] - Shareholding Structure: 100% owned by Tianjin Dongli Urban Infrastructure Investment Group Co., Ltd. [1] - Business Scope: Includes real estate development and operation, planning and design management, non-residential real estate leasing, demolition services, information consulting services (excluding licensed consulting services), marketing planning, consulting and planning services, engineering management services, property management, asset evaluation, municipal facility management, urban greening management, parking services, advertising publishing, hotel management, elderly care services, land remediation services, land use rights leasing, and undertaking archival service outsourcing [1] Industry Summary - Industry Classification: Real Estate Industry, specifically Real Estate Development and Operation [1] - Business Address: Room 429, Community Center, 136 Lijin Road, Xinyi Street, Dongli District, Tianjin [1] - Company Type: Limited Liability Company (Sole Proprietorship) [1] - Business Duration: Until November 26, 2025, with no fixed term thereafter [1] - Registration Authority: Tianjin Dongli District Market Supervision Administration [1]

人民财讯11月26日电，中共北京市委关于制定北京市国民经济和社会发展第十五个五年规划的建议发 布。其中提出，建设中关村世界领先科技园区。深化中关村先行先试改革，促进创新链产业链资金链人 才链深度融合。完善产业园区管理体制机制，提升中关村园区市场化专业化运营服务水平，推动各分园 发展特色产业集群。统筹"三城一区"联动发展，强化中关村科学城科技创新与产业创新策源功能，突出 怀柔科学城重大科技基础设施集中优势，推动未来科学城生命科学、医药健康、先进能源等领域能级跃 升，支持创新产业（300832）集群示范区承接创新成果和产业资源，促进要素流通、产业连通、机制畅 通。 ...

Core Viewpoint - The Macau SAR government is actively promoting the development of the Hengqin Guangdong-Macau Deep Cooperation Zone, with significant progress made in the past year and plans for further integration and development by 2026 [1][9]. Group 1: Government Initiatives - In 2025, the Macau SAR government established a leadership group to enhance participation in the cooperation zone's development [1]. - The government aims to strengthen coordination and focus on key tasks, emphasizing the "Macau + Hengqin" strategic positioning [1][9]. - A legal task force was formed to facilitate Macau residents' living and working in the cooperation zone by modifying relevant laws and regulations [2]. Group 2: Infrastructure and Services - The cooperation zone has launched a cross-border school bus service for students, implementing a "no disembarkation" customs check model [2][5]. - The Macau International Airport's Hengqin cargo station is under construction, aiming to establish a new logistics hub for the region [5][9]. - A point-to-point emergency medical transfer service between hospitals in Macau and Hengqin has been established to enhance healthcare services [8]. Group 3: Economic Development - Over 180 key enterprises have registered in the cooperation zone, with a focus on attracting quality pharmaceutical companies [5][11]. - The cooperation zone is working on projects like the China-Portuguese (Spanish) Economic and Trade Service Center and the Hengqin International Education City [5][9]. - The government plans to promote the cooperation zone as a "world-class tourist resort" and enhance the "Macau-Hengqin Exhibition" brand [11]. Group 4: Employment and Talent Development - A youth employment support system is being established to facilitate job opportunities for Macau youth in the cooperation zone [11]. - The cooperation zone will enhance vocational training systems and establish a public training center for high-skilled talent [11]. Group 5: Policy and Regulatory Framework - The government is optimizing the management system and enhancing operational efficiency within the cooperation zone [12]. - There are plans to improve statistical systems and conduct joint surveys to better understand the needs of residents in both regions [12].

Group 1 - The core viewpoint of the article highlights the robust growth in high-end manufacturing, innovative industries, and the integration of digital and physical economies in China, as indicated by the latest data from the National Taxation Administration [1] Group 2 - In high-end manufacturing, the sales revenue of the equipment manufacturing industry increased by 7.3% year-on-year in October, consistently outperforming the average level of the manufacturing sector this year [1] - Specific sectors such as computer and communication equipment manufacturing, shipbuilding and related equipment manufacturing, and battery manufacturing saw significant sales revenue growth of 10.1%, 24.4%, and 27.2% respectively [1] Group 3 - The innovative industries experienced accelerated growth, with high-tech industry sales revenue rising by 13.6% year-on-year in October [1] - High-tech service industry sales revenue grew by 16.1%, while high-tech manufacturing sales revenue increased by 10.1%, with notable growth in integrated circuits (32.5%), industrial robots (41.7%), and drone manufacturing (38.4%) [1] Group 4 - The digital economy's core industries reported an 8.5% year-on-year increase in sales revenue in October [1] - The digital product service industry and digital technology application industry saw sales revenue growth of 10.2% and 13.1% respectively, with the digital content and media industry experiencing a notable 15.2% increase [1]

Group 1 - The core viewpoint of the articles highlights the robust growth in high-end manufacturing, innovative industries, and the integration of digital and physical economies in China, driven by new productive forces [1][2] Group 2 - In high-end manufacturing, sales revenue in the equipment manufacturing sector increased by 7.3% year-on-year in October, surpassing the average growth rate of the manufacturing industry, with significant contributions from computer communication equipment (10.1%), shipbuilding (24.4%), and battery manufacturing (27.2%) [1] - In innovative industries, high-tech industry sales revenue grew by 13.6% year-on-year in October, with high-tech services and manufacturing increasing by 16.1% and 10.1% respectively, particularly driven by the "Artificial Intelligence+" initiative, leading to substantial growth in integrated circuits (32.5%), industrial robots (41.7%), and drone manufacturing (38.4%) [1] Group 3 - In the digital-physical integration sector, sales revenue from core digital economy industries rose by 8.5% year-on-year in October, with enterprise spending on digital technologies increasing by 9.6%, indicating ongoing advancements in digital industrialization and industrial digitalization [2] - The digital product service industry and digital technology application industry saw sales revenue growth of 10.2% and 13.1% respectively, while the digital content and media industry experienced a notable increase of 15.2% [2] Group 4 - The tax data for October reflects the success of China's industrial structure upgrade and economic transformation, particularly emphasizing the impact of the "Artificial Intelligence+" initiative on the growth of frontier industries and the deep integration of digital technology with the real economy, providing strong and sustainable momentum for high-quality economic development [2]

Core Insights - The latest VAT invoice data from the State Taxation Administration indicates that new productivity in China is continuously growing, particularly in high-end manufacturing, innovative industries, and the integration of digital and physical economies, injecting new vitality into economic development [1][2]. High-end Manufacturing - In October, the sales revenue of the equipment manufacturing industry increased by 7.3% year-on-year, consistently surpassing the average level of the manufacturing sector this year, accounting for nearly half of the manufacturing industry's total [1]. - Specific sectors such as computer and communication equipment manufacturing, shipbuilding and related equipment manufacturing, and battery manufacturing saw sales revenue growth of 10.1%, 24.4%, and 27.2% year-on-year, respectively, demonstrating strong development momentum [1]. Innovative Industries - The sales revenue of high-tech industries grew by 13.6% year-on-year in October, maintaining a double-digit growth rate [2]. - High-tech service industries and high-tech manufacturing industries reported sales revenue growth of 16.1% and 10.1% year-on-year, respectively. The "Artificial Intelligence +" initiative has accelerated the growth of cutting-edge industries, with sales revenue for integrated circuits, industrial robots, and drone manufacturing increasing by 32.5%, 41.7%, and 38.4% year-on-year [2]. Digital and Physical Integration - In October, the sales revenue of core digital economy industries rose by 8.5% year-on-year, with national enterprise procurement of digital technologies increasing by 9.6%, reflecting the ongoing advancement of digital industrialization and industrial digitalization [2]. - The sales revenue of digital product services and digital technology applications grew by 10.2% and 13.1% year-on-year, respectively, with significant contributions from digital consumption, as evidenced by a 15.2% year-on-year increase in sales revenue for digital content and media industries [2].