| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002880 | 卫光生物 | 25.31 | -1.02% | 7083.18 | 1790.31万 | | 002252 | 十件與上 | 6.36 | -0.47% | 26.50万 | 1.68亿 | | 301393 | 吴帆生物 | 49.17 | -0.45% | 1.01万 | 4922.42万 | | 688670 | 金迪克 | 22.19 | -0.31% | 4.31万 | 9611.75万 | | 301080 | 百普赛斯 | 52.13 | -0.29% | 2.41万 | 1.24亿 | | 000661 | 长春高新 | 95.31 | -0.23% | 7.81万 | 7.35亿 | | 300239 | 东宝生物 | 5.27 | -0.19% | 9.38万 | 4908.25万 | | 300318 | 博晖创新 | 6.24 | -0.16% | 10.33万 | 6417.65万 | | 688105 ...

以下文章来源于证券之星 ，作者刘凤茹 证券之星 . 证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。 来源|证券之星 控制权变更的四个多月里，康华生物(300841.SZ)经历了重要股东接连减持、董事会及高管团队换血的剧烈变动，最终步入无实际控制人时代。 证券之星注意到，治理架构重构的背后，这家生物医药企业多重考验已然浮现：核心产品冻干人用狂犬病疫苗因竞争对手入局批签发量暴跌超四成， 产品结构单一的短板持续放大，2025年前三季度业绩大幅下滑，叠加未来两年需兑现7.28亿元扣非后净利润及2.6亿元研发费用的对赌承诺，康华生 物的突围之路充满未知。 01 多股东接力减持，控制权变更同步推进 12月3日，康华生物发布股东减持计划期限届满暨实施结果的公告显示，第四大股东四川发展证券投资基金管理有限公司－川发精选3号私募证券投资 基金(以下简称"川发精选3号")于2025年11月5日-12月1日期间通过集中竞价的方式减持了39.71万股股份，以82.24元/股减持的均价计算，此次套 现金额达3266.1万元。减持后，川发精选3号的持股比例从6.22%降至5.91% ...

Group 1 - The core point of the article is that Kanghua Biological announced a share reduction by a major shareholder, which may impact investor sentiment and stock performance [1][2] Group 2 - Kanghua Biological reported a revenue of 840 million yuan and a net profit attributable to shareholders of 189 million yuan for the first three quarters of 2025 [2] - The shareholder, Chuanfa Selected No. 3, reduced its holdings by 400,000 shares, accounting for 0.3056% of the company's total share capital [1][2]

证券代码：300841 证券简称：康华生物 公告编号：2025-071 成都康华生物制品股份有限公司 关于持股 5%以上股东减持计划期限届满暨实施结果的公告 股东四川发展证券投资基金管理有限公司－川发精选3号私募证券投资基金 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。 成都康华生物制品股份有限公司（以下简称"公司"）于 2025 年 8 月 12 日披露了《关于持股 5%以上股东及其他股东股份减持计划的预披露公告》（公 告编号：2025-044）。四川发展证券投资基金管理有限公司－川发精选 3 号私 募证券投资基金（以下简称"川发精选 3 号"）计划自上述公告披露之日起 15 个交易日后的 3 个月内以集中竞价交易和大宗交易方式减持公司股份不超过 3,898,405 股（即不超过公司总股本的 3.0000%）；其中，通过集中竞价交易方 式减持的股份数量不超过公司总股本的 1.0000%，通过大宗交易方式减持的股 份数量不超过公司总股本的 2.0000%。 公司于近日收到了川发精选 3 号出具的告知函，其 ...

除核心管理层变动外，因工作调整原因，吴文年申请辞去财务负责人职务，仍在康华生物担任副总裁、董事会秘书。同时聘任樊长勇担任康华生物常务副总 裁，聘任黄寒梅担任康华生物副总裁、财务负责人。 11 月 25 日，四川疫苗龙头康华生物（300841.SZ）披露董事会及高管调整公告，80后医药行业资深从业者刘大伟当选董事长，原实控人、"温州鞋王" 王振 滔退居副董事长。 关于董事会完成补选2 本公司及董事会全体成员保证信 假记载、误导性陈述或重大遗漏。 成都康华生物制品股份有限公司 开的2025年第一次临时股东大会补选 年11月21日召开的职工代表大会选举 欣遥女士(简历详见附件)。 在完成董事会补选后,公司于202 议,审议通过了关于选举董事长、副 任高级管理人员等相关议案。现将具 康华生物第三届董事会包括非独立董事7名，独立董事4名。刘大伟任董事长、王振滔任副董事长，此外包括余雄平、谷峰、CHEN LI、王岩、李欣遥女士 （职工代表董事）独立董事包括李明、王砾、杨玉成和曾令冰。 1980年出生的刘大伟，在医药管理、财务运营及股权投资超20年，曾在上海医药分销控股有限公司任职财务总部总经理、财务总监等核心岗位，加入上 ...

Market Overview - The biopharmaceutical sector experienced a decline of 1.72% on December 2, with Aopumai leading the drop [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Individual Stock Performance - Dongbao Bio (300239) closed at 5.80, up 1.05% with a trading volume of 93,700 shares and a transaction value of 53.99 million yuan [1] - Aopumai (688293) saw a significant drop of 8.01%, closing at 50.32 with a trading volume of 33,400 shares and a transaction value of 171 million yuan [2] - Other notable declines included Kanghong Pharmaceutical (002773) down 3.78% and Watson Bio (300142) down 3.17% [2] Capital Flow Analysis - The biopharmaceutical sector experienced a net outflow of 456 million yuan from institutional investors, while retail investors saw a net inflow of 270 million yuan [2] - Notable stocks with significant capital inflows included He Yuan Bio (688765) with a net inflow of 17.69 million yuan from institutional investors [3] - Conversely, stocks like Rongchang Bio (688331) and Shenzhou Cell (688520) also saw mixed capital flows, indicating varied investor sentiment [3]

证券代码：300841 证券简称：康华生物 公告编号：2025-070 成都康华生物制品股份有限公司 关于控股股东部分股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别风险提示： 截至本公告披露日，成都康华生物制品股份有限公司（以下简称"公司"） 控股股东上海万可欣生物科技合伙企业（有限合伙）（以下简称"万可欣生物"） 及其一致行动人王振滔先生质押股份数量占其所持公司股份数量比例已超过 80%，截至目前，公司控股股东及其一致行动人所持股份的质押风险可控，不存 在平仓或被强制过户情形。敬请广大投资者理性投资，注意相关风险。 近日，公司收到万可欣生物通知，获悉万可欣生物将其所持有的公司部分股 份办理了质押业务，具体情况如下： 一、本次股东股份质押的基本情况 | | 是否为 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 控股股 东或第 | 本次质押 | 占其所 | 占公司 | 是否 | 是否 为补 | 质押 ...

Core Viewpoint - The biopharmaceutical sector experienced a slight increase of 0.23% on December 1, with He Yuan Bio leading the gains. The Shanghai Composite Index rose by 0.65%, while the Shenzhen Component Index increased by 1.25% [1]. Group 1: Market Performance - The biopharmaceutical sector's performance on December 1 showed a mixed trend, with notable gainers including He Yuan Bio, which closed at 81.60 with a rise of 3.29%, and Kanghua Bio, which closed at 84.21 with a rise of 2.93% [1]. - The overall trading volume in the biopharmaceutical sector was significant, with He Yuan Bio achieving a transaction amount of 336 million yuan and Kanghua Bio reaching 351 million yuan [1]. Group 2: Individual Stock Performance - The table of individual stock performance indicates that several companies in the biopharmaceutical sector saw positive price movements, with Te Bao Bio and Wu Xi Jing Hai also recording increases of 2.81% and 2.51%, respectively [1]. - Conversely, some companies faced declines, such as Rong Chang Bio, which fell by 4.47%, and Bai Pu Sai Si, which decreased by 3.65% [2]. Group 3: Capital Flow - The biopharmaceutical sector experienced a net outflow of 273 million yuan from institutional investors, while retail investors contributed a net inflow of 178 million yuan [2]. - The capital flow data highlights that He Yuan Bio attracted a net inflow of 51.47 million yuan from institutional investors, despite a net outflow from retail investors [3].

Investment Rating - The industry investment rating is maintained at "Overweight" [1] Core Views - Vaccine companies are achieving breakthroughs in internationalization and research and development, while the pressure for winter epidemic prevention continues to highlight the need for effective measures [4][9] - The vaccine industry is transitioning from scale expansion to innovation-driven growth, with supply-demand imbalances and homogenized competition causing short-term challenges, but the long-term outlook remains positive due to supportive policies, increasing demand, and technological advancements [9][28] Summary by Sections Recent Developments - Zhifei Biological's subsidiary obtained a U.S. patent for an RSV vaccine, marking a significant step in its international market strategy [3] - Watson Bio's subsidiary received a marketing license for a 13-valent pneumonia vaccine in Egypt, enhancing its international presence [3] - Wuhan Institute of Biological Products achieved important progress in children's vaccine development, with two vaccines approved for clinical use [3] Market Performance - The vaccine sector saw a 1.33% increase last week, underperforming compared to other pharmaceutical sectors [5][6] - Year-to-date, the vaccine sector has experienced a cumulative decline of 5.12% [6] Valuation Metrics - The vaccine sector's PE (ttm) is 95.41X, with a PB (lf) of 1.87X, indicating a slight increase in valuation metrics compared to previous periods [7] Investment Recommendations - The vaccine industry is under pressure, with a focus on innovation and international expansion as key strategies for recovery [8] - Companies with high technical barriers and differentiated pipelines are recommended for investment, particularly those with strong research and development capabilities [9][28]

Core Viewpoint - Chengdu Kanghua Biological Products Co., Ltd. has officially completed the acquisition of controlling interest by Shanghai Biopharmaceutical M&A Fund, marking a new strategic development phase for the company [1][2] Group 1: Acquisition and Strategic Development - The acquisition by Shanghai Biopharmaceutical M&A Fund through Wankexin Biotechnology Partnership is expected to propel Kanghua Biological into a new stage of high-quality development [1] - The new leadership at Kanghua Biological emphasizes the need for fresh resources to drive growth, indicating a collaborative effort with the acquiring fund [2] Group 2: Industry Context and Opportunities - The Chinese vaccine industry is presented with development opportunities, supported by an improving policy environment, which could benefit Kanghua Biological in resource integration and establishing a comprehensive rabies prevention service system [2] - The collaboration aims to enhance synergy between Shanghai and Chengdu in research, clinical trials, and industrialization, leveraging capital and industry [2] Group 3: Partnerships and Strategic Agreements - Kanghua Biological has signed strategic agreements with several partners, including Shanghai Pharmaceuticals and eight service providers, to support market positioning and channel expansion [2]