资金面上看，今日动物疫苗概念板块获主力资金净流出0.45亿元，其中，14股获主力资金净流出，净流 出资金居首的是康华生物，今日主力资金净流出3459.86万元，净流出资金居前的还有海正药业、罗牛 山、科兴制药等，主力资金分别净流出1602.33万元、1333.02万元、1153.20万元。今日主力资金净流入 居前的概念股有金河生物、国药现代、生物股份等，主力资金分别净流入5399.57万元、1143.75万元、 931.58万元。（数据宝） 截至8月4日收盘，动物疫苗概念下跌0.39%，位居概念板块跌幅榜前列，板块内，科兴制药、申联生 物、康华生物等跌幅居前，股价上涨的有11只，涨幅居前的有生物股份、金河生物、蔚蓝生物等，分别 上涨2.70%、2.51%、2.10%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 5.68 | 乳业 | -0.46 | | 军工信息化 | 3.75 | 动物疫苗 | -0.39 | | 军民融合 | 3.53 | 信托概念 | -0.36 | | 成飞概念 ...

（文章来源：证券日报） 证券日报网讯康华生物8月4日在互动平台回答投资者提问时表示，公司自2004年成立以来，专注于生物 医药领域，为综合性研究、开发、经营一体化的疫苗企业，同时为国内首家生产并销售人二倍体细胞狂 犬病疫苗的疫苗企业。经过二十余年沉淀，公司在疫苗行业积累了一定优势，公司始终深刻理解创新研 发对企业长远发展的重要意义，公司以疫苗研发平台建设为核心，布局了mRNA疫苗平台、重组蛋白 VLP疫苗平台、多糖蛋白结合疫苗平台、减毒活疫苗平台、灭活疫苗平台、新型疫苗佐剂平台等多个创 新疫苗平台，在研项目包括重组六价诺如病毒疫苗、ACYW135群脑膜炎球菌结合疫苗、单纯疱疹病毒 疫苗等多个品种，公司将积极推进产品研发进程与研发成果落地，后续有望拓宽公司产品管线。 ...

Core Viewpoint - Kanghua Biological has undergone a change in control, with its major shareholder Wang Zhentao transferring part of his equity and voting rights to Shanghai Wankexin Biological, raising questions about the company's future direction amid declining performance [1][2]. Group 1: Ownership Change - On July 20, Kanghua Biological announced that Wang Zhentao and his associates plan to transfer 21.91% of their shares and voting rights, with a total transaction value of 1.85 billion yuan [1][2]. - Wang Zhentao is expected to gain approximately 960 million yuan from this transaction, with the breakdown showing direct and indirect benefits from the sale [2]. Group 2: Financial Performance - Kanghua Biological has faced declining financial performance, with revenue growth stagnating and a projected revenue drop of 9.23% to 1.432 billion yuan in 2024 [6]. - The company's net profit peaked at 830 million yuan in 2021 but has since halved, with a forecasted net profit of 399 million yuan for 2024 [6][7]. - The first quarter of 2025 showed a significant decline, with revenue down 56% year-on-year and net profit down 86% [7]. Group 3: Market Position and Competition - Kanghua Biological's core product, the freeze-dried rabies vaccine, has been under pressure due to high production costs, leading to a price disadvantage compared to competitors [8][9]. - The market share of Kanghua's rabies vaccine has decreased, with a 43.83% drop in the number of vaccine batches approved for sale in 2024 [9]. Group 4: Management and Governance - Despite a reduction in employee numbers to 620, the chairman's salary has increased to a five-year high of 2.3745 million yuan, raising concerns about management decisions amid financial struggles [7]. - Wang Zhentao has high levels of pledged shares, indicating financial pressure, with 89.20% of his directly held shares in Kanghua Biological pledged [9][10]. Group 5: Future Prospects with State-Owned Enterprises - The acquisition by Shanghai Wankexin Biological, linked to state-owned enterprises, is seen as a potential turning point for Kanghua Biological, providing new resources and governance improvements [15][20]. - The Shanghai Biomedicine M&A Fund, which has a significant stake in Wankexin, aims to support Kanghua Biological's restructuring and integration within the biopharmaceutical industry [19][20].

截至8月1日收盘，动物疫苗概念上涨2.22%，位居概念板块涨幅第1，板块内，13股上涨，申联生物20% 涨停，永顺生物、科兴制药、金河生物等涨幅居前，分别上涨6.32%、4.08%、3.32%。跌幅居前的有国 药现代、生物股份、中牧股份等，分别下跌0.70%、0.58%、0.52%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 动物疫苗 | 2.22 | 中船系 | -2.54 | | DRG/DIP | 1.87 | 兵装重组概念 | -1.90 | | BC电池 | 1.71 | 国产航母 | -1.45 | | 禽流感 | 1.62 | 民爆概念 | -1.19 | | ERP概念 | 1.61 | 可燃冰 | -1.14 | | 医疗废物处理 | 1.61 | 国家大基金持股 | -0.86 | | TOPCON电池 | 1.53 | 足球概念 | -0.78 | | 烟草 | 1.53 | 稀土永磁 | -0.73 | | 医药电商 | 1.51 | 中字头股票 | -0.73 | | MLOp ...

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示，2024年A股上市公司董秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，统计数据显示，A股共有54家上市生物制品公司，董事会秘书聘任总体情况如下（部分统 计口径剔除无效数据）。 从董秘的年龄分布来看，介于40岁-50岁的董秘是市场的中坚力量，占比达到61%；50岁以上的董秘占 比为15%；30岁-40岁的董秘占比为18%；小于或等于30岁的董秘占比为6%。其中，最年轻的上市公司 董秘年仅28岁，为康乐卫士的任恩奇。 从薪酬分布看，A股生物制品上市公司董秘年薪平均值为101万元。经统计，处于50万以下、50万-100 万、100万-200万、200万-300万、300万以上各区间的人数分别为8人、22人、20人、2人、1人，占比分 别为15%、41%、38%、4%和2%。 其中，年薪排行前五的董秘分别为上海莱士的刘峥、神州细胞的唐黎明、荣昌生物的温庆凯、派林生物 的赵玉林以及凯因科技（维权） ...

Core Insights - The report highlights that the total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - Over 21% of company secretaries earn more than 1 million yuan annually, indicating a significant portion of high earners in this role [1] Salary Distribution - The average annual salary for company secretaries in the biopharmaceutical sector is 1.01 million yuan, with the distribution of salaries as follows: below 500,000 yuan (15%), 500,000-1,000,000 yuan (41%), 1,000,000-2,000,000 yuan (38%), 2,000,000-3,000,000 yuan (4%), and above 3,000,000 yuan (2%) [5] - The top five highest-paid company secretaries have salaries of 3.2565 million yuan, 2.5345 million yuan, 2.2809 million yuan, 1.9265 million yuan, and 1.89 million yuan, with their tenure at the companies ranging from less than one year to 15 years [7] Age and Educational Background - The age distribution of company secretaries shows that those aged 40-50 constitute 61%, while those over 50 account for 15%, and those under 30 make up 6% [1][3] - The educational background indicates that 52% hold a bachelor's degree, 44% have a master's degree, and only 2% possess a doctoral degree, with the latter represented by just one individual [3] Investor Engagement - There is a significant variance in the number of investor meetings held by companies, with 43% of companies hosting fewer than 10 meetings annually, while only 2% have more than 1,000 meetings [9] - The five companies with the highest number of investor meetings are reported to have 1,500, 777, 681, 549, and 504 meetings, respectively [9]

A股市场生物疫苗股走强，其中，申联生物涨超10%，环球印务10CM涨停，冠昊生物、科兴制药涨超 7%，塞力医疗涨超5%，康乐卫士、金河生物、蔚蓝生物涨超4%，永顺生物、德展健康、君正集团、康 华生物涨超3%。 责任编辑：栎树 消息面上，基孔肯雅热诊疗方案2025年版发布，预防主要措施包括：及时清除蚊虫孳生地，降低蚊媒密 度；个人应使用蚊香、驱避剂、蚊帐等方式驱蚊、灭蚊和防蚊；前往基孔肯雅热流行区的旅行者要提高 防范意识，防止在境外感染基孔肯雅热。目前我国尚无可供使用的基孔肯雅病毒疫苗。有消息称佛山顺 德区乐从镇开展基孔肯雅热病毒免费核酸筛查，社区医生称主要针对病例同住人或家属。 | 代码 | | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688098 | 申联生物 | 1 | 10.33 | 32.03亿 | 42.60 | | 002799 | 环球印务 | 1 | 9.96 | 32.52 Z | 34.04 | | 300238 | 冠昊生物 | t | 7.70 | 49.69 Z | 55.65 | | 603 ...

有消息称佛山顺德区乐从镇开展基孔肯雅热病毒免费核酸筛查，社区医生称主要针对病例同住人或家 属。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688098 | 申联生物 | 1 = | 10.33 | 32.03亿 | 42.60 | | 002799 | 环球即务 | 1 | 9.96 | 32.52 Z | 34.04 | | 300238 | 冠昊生物 | 1 | 7.70 | 49.69 Z | 55.65 | | 603716 | 塞力医疗 | 来 | 5.60 | 60.55 亿 | 339.06 | | 833575 | 康乐卫士 * * | | 4.98 | 47.93亿 | 3.21 | | 002688 | 金河生物 | 1 | 4.62 | 55.94 7, | 64.77 | | 603739 | 蔚蓝生物 | 1 - | 4.41 | 38.31亿 | 27.19 | | 839729 | 永顺生物 | | 3.94 | 27.42 乙 | 53.28 | | 000813 ...

证券之星消息，7月31日生物制品板块较上一交易日上涨0.05%，安科生物领涨。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。生物制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300009 | 安科生物 | 12.11 | 20.02% | 330.56万 | | 38.34亿 | | 688136 | 科兴制药 | 53.25 | 13.15% | 19.24万 | | 9.56亿 | | 688278 | 特宝生物 | 91.33 | 7.46% | 12.10万 | | 11.04亿 | | 300841 | 康华生物 | 77.47 | 5.76% | 11.37万 | | 8.67亿 | | 688293 | 奥浦迈 | 60.50 | 5.38% | 2.60万 | | 1.58亿 | | 301393 | 吴帆生物 | 61.69 | 4.86% | 7.17万 | | 4.37亿 | ...

通过天眼查大数据分析，成都康华生物制品股份有限公司共对外投资了5家企业，参与招投标项目638 次，知识产权方面有商标信息67条，专利信息253条，此外企业还拥有行政许可402个。 来源：金融界 康华生物最新一期业绩显示，截至2025一季报，公司营业总收入1.38亿元、同比减少55.70%，归属净利 润2070.86万元，同比减少86.15%，扣非净利润2009.24万元，同比减少86.47%，流动比率5.797、速动比 率5.334、资产负债率10.70%。 天眼查商业履历信息显示，成都康华生物制品股份有限公司，成立于2004年，位于成都市，是一家以从 事医药制造业为主的企业。企业注册资本12994.6899万人民币，实缴资本1488.09万人民币。公司法定代 表人为王振滔。 金融界消息 截至2025年7月31日收盘，康华生物（300841）报收于77.47元，上涨5.76%，换手率 9.56%，成交量11.37万手，成交金额8.67亿元。 资金流向方面，今日主力资金净流入3037.26万元，占比成交额3.5%。其中，超大单净流入3764.82万 元、占成交额4.34%，大单净流出727.56万元、占成交额0 ...