Group 1 - The innovation drug sector in Hong Kong and A-shares has experienced a "general rise" since late May 2025, driven by significant deals in domestic innovative drugs going overseas and favorable regulatory policies [1][2] - On May 20, 2025, 3SBio announced a deal with Pfizer, with an upfront payment of $1.25 billion and a potential total exceeding 43 billion RMB, setting a record for domestic innovative drugs going abroad [2] - As of June 25, 2025, the Hong Kong innovation drug index has risen by 65.50%, while the Wind innovation drug index has increased by 24.83% [2] Group 2 - The global vaccine market is projected to reach $131 billion by 2030, with four major multinational pharmaceutical companies holding approximately 75% of the market share in 2022, indicating opportunities for domestic innovative vaccine companies [2] - Chengdu Kanghua Biological Products Co., Ltd. showcased its core product, HDCV human diploid cell rabies vaccine, at the "2025 Emergency Surgery Annual Conference," highlighting its leadership in rabies prevention [3][6] - Kanghua's HDCV has sold over 30 million doses since its launch, maintaining stable product quality and becoming the "gold standard" rabies vaccine in China [6][8] Group 3 - Kanghua has successfully entered the global market with its six-valent norovirus vaccine, signing a licensing agreement that includes a $15 million upfront payment [7] - The norovirus vaccine market in China is expected to grow from 1.53 billion RMB to 22.93 billion RMB between 2026 and 2031, with a compound annual growth rate of 71.85% [7] - The current trend in the innovation drug sector reflects a return of value for domestic innovative drug companies, with innovative vaccines potentially being the next focus for value recovery [8]

关于实际控制人及其一致行动人部分股份解除质押和质押 的公告 证券代码：300841 证券简称：康华生物 公告编号：2025-034 成都康华生物制品股份有限公司 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,并就其保证承担个别和连带的责任。 成都康华生物制品股份有限公司（以下简称"公司"）于近日接到控股股东、 实际控制人王振滔先生及其一致行动人奥康集团有限公司（以下简称"奥康集团"） 的通知，获悉王振滔先生与奥康集团将其持有的公司部分股份办理了解除质押和 质押业务，具体情况如下： 二、 本次股东股份质押的基本情况 | | 是否为 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 控股股 | | | 占公 | | 是否 | | | | | | 股东 | 东或第 | 本次质押 | 占其所 | 司总 | 是否 | 为补 | 质押起始 | 质押到 | | 质押 | | | 一大股 | 股份数量 | 持股份 | | 为限 | | | | ...

Group 1 - *ST San Sheng (002742.SZ): The controlling shareholder Pan Xianwen's judicial auction of 32.2 million shares has been completed, with 30 million shares transferred, accounting for 6.94% of the total share capital. After the reduction, Pan Xianwen's shareholding ratio decreased from 24.20% to 17.26%, which will not lead to a change in company control [1] - Aike Co., Ltd. (300889.SZ): Shareholder Zhang Fengbin, holding over 5%, reduced his stake by 1% (1.67818 million shares) from May 13 to June 27, 2025, bringing his holding to 7.9902% [1] - Anlu Technology (688107.SH): The shareholder National Integrated Circuit Industry Investment Fund Co., Ltd. completed its reduction plan, selling 4.008493 million shares (1% of total share capital) from May 8 to June 30, 2025, with a total reduction amount of 109.36 million yuan, current holding ratio at 5.76% [1] Group 2 - Anshuo Information (300380.SZ): The controlling shareholder Shanghai Anshuo Technology Development Co., Ltd. and actual controllers reduced their stakes by 1.16% (1.599416 million shares), 0.94% (1.300187 million shares), and 0.65% (900,000 shares) respectively [1] - Baoming Technology (002992.SZ): Directors and management plan to reduce their holdings by a total of 0.0107%, 0.0714%, and 0.0107% over the next three months [2] - Beiyikang (870199.BJ): Employee shareholding platforms completed their reduction plans, selling 546,284 shares (0.8%) and 131,650 shares (0.19%) [2] Group 3 - Boyun New Materials (002297.SZ): Major shareholder Hunan Xiangtou High-tech Venture Capital Co., Ltd. reduced its stake by 406.74 million shares (0.71%) from June 5 to June 30, 2025, bringing its holding to 6.99% [2] - Dongwei Technology (688700.SH): Specific shareholder Xie Yulong completed a reduction plan, selling 574,857 shares (0.1927%) from June 4 to June 30, 2025, with a total reduction amount of 21.362156 million yuan, current holding ratio at 0% [2] - Fuzhi Environmental Protection (688335.SH): Major shareholder Deqing Junjie Enterprise Management Partnership plans to reduce up to 4.441035 million shares (3%) over the next three months [3] Group 4 - Gu Gao Technology (301510.SZ): Shareholder Beijing Equity Investment Development Management Center completed its reduction plan, selling 4.0001 million shares (1%) from June 5 to June 30, 2025, bringing its holding to 7.68% [3] - Guangbo Co., Ltd. (002103.SZ): Shareholder Ren Hangzhong reduced his stake by 156,440 shares (0.2928%), bringing his holding to 9.99999% [3] - Guoke Military Industry (688543.SH): Specific shareholders Yang Minghua and Chen Gonglin plan to reduce up to 2.08842 million shares (1%) and 3.789115 million shares (1.8143%) over the next three months [3] Group 5 - Guorui Technology (300600.SZ): Major shareholder Gong Ruiliang reduced his stake by 3.243209 million shares (1.1%) from June 27 to July 1, 2025, bringing his holding to 20.63% [4] - Hangzhou Thermal Power (605011.SH): Shareholder Huashi Investment plans to reduce up to 5.997 million shares (1.4989%) over the next three months [4] - Huaya Intelligent (003043.SZ): Executives plan to reduce their holdings by a total of 0.0132%, 0.0092%, and 0.0092% over the next three months [4]

Core Viewpoint - Shareholders Ningbo Shengdao and its concerted parties plan to reduce their holdings in Kanghua Biological by up to 2.44% of the company's shares due to personal funding needs [1] Summary by Relevant Sections - **Shareholder Actions** - Ningbo Shengdao and Zibo Taige plan to reduce their holdings by a maximum of 3,165,765 shares, which represents approximately 2.4362% of the total share capital after excluding shares in the company's repurchase account [1] - **Reason for Reduction** - The reduction is attributed to the shareholders' personal funding requirements [1] - **Source of Shares** - The shares to be reduced are sourced from those issued prior to the company's initial public offering and from capital reserves converted into share capital [1]

证券代码：300841 证券简称：康华生物 公告编号：2025-033 成都康华生物制品股份有限公司 关于其他股东股份减持计划的预披露公告 股东宁波圣道创业投资合伙企业（有限合伙）及其一致行动人淄博泰格盈科 创业投资中心（有限合伙）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。 特别提示： 1、合计持有成都康华生物制品股份有限公司（以下简称"公司"）3,165,765 股（占剔除公司回购专用账户股份后总股本的 2.4362%）的股东宁波圣道创业投 资合伙企业（有限合伙）（以下简称"宁波圣道"）及其一致行动人淄博泰格盈 科创业投资中心（有限合伙）（以下简称"淄博泰格"）计划于本公告披露之日 起 3 个交易日后的 3 个月内以集中竞价和/或大宗交易方式减持公司股份不超过 3,165,765 股（即不超过剔除公司回购专用账户股份后总股本的 2.4362%）。 若在本减持计划公告日至减持时间区间届满日期间，公司有送股、资本公积 金转增股本等股份变动事项，减持股份数量进行相应调整。 2、宁波圣道、淄博泰格属于创业投资 ...

证券代码：300841 证券简称：康华生物 公告编号：2025-032 关于实际控制人及其一致行动人部分股份解除质押和质押 的公告 成都康华生物制品股份有限公司 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,并就其保证承担个别和连带的责任。 成都康华生物制品股份有限公司（以下简称"公司"）于近日接到控股股东、 实际控制人王振滔先生及其一致行动人奥康集团有限公司（以下简称"奥康集团"） 的通知，获悉王振滔先生将其持有的公司部分股份办理了质押业务，奥康集团将 其持有的公司部分股份办理了解除质押和质押业务，具体情况如下： 二、 本次股东股份质押的基本情况 | | 是否为 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 控股股 | | | 占公 | | 是否 | | | | | | 股东 | 东或第 | 本次质押 | 占其所 | 司总 | 是否 | 为补 | 质押起始 | 质押到 | | 质押 | | | 一大股 | 股份数量 | 持 ...

证券代码：300841 证券简称：康华生物 公告编号：2025-031 成都康华生物制品股份有限公司 关于实际控制人及其一致行动人部分股份解除质押的公告 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,并就其保证承担个别和连带的责任。 三、其他说明 1、本次解除股份质押与公司生产经营相关需求无关。 2、截至本公告披露日，控股股东、实际控制人王振滔先生及一致行动人奥 康集团质押股份数量占其所持公司股份数量比例已经超过 50%但未达到 80%。 王振滔先生未来半年内到期的质押股份累计数量为 1,500,000 股，占其所持股份 的 10.71%，占公司总股本的 1.13%；未来一年内到期（包含前述未来半年内到 期）的质押股份累计数量为 1,500,000 股，占其所持股份的 10.71%，占公司总股 本的 1.13%。奥康集团未来半年内到期的质押股份累计数量为 1,870,000 股，占 其所持股份的 11.47%，占公司总股本的 1.41%；未来一年内到期（包含前述未来 半年内到期）的质押股份累计数量为 1,870,000 股，占其所持股份的 11.47%，占 公 ...

Core Viewpoint - The animal vaccine sector has shown a significant increase, with a 4.00% rise, ranking third among concept sectors, driven by notable gains in several stocks [1][2]. Group 1: Sector Performance - As of May 20, the animal vaccine concept increased by 4.00%, with 19 stocks rising, including *ST Xianfeng, which hit the daily limit, and others like Kexing Pharmaceutical, Ruipu Biological, and Kanghua Biological, which rose by 15.56%, 8.41%, and 6.70% respectively [1][2]. - The animal vaccine sector was among the top-performing sectors, alongside cultivated diamonds and pet economy, which rose by 4.10% and 4.08% respectively [2]. Group 2: Capital Inflow - The animal vaccine sector saw a net inflow of 67 million yuan, with 13 stocks receiving net inflows, and 6 stocks attracting over 10 million yuan in net inflows [2]. - Jinhe Biological led the net inflow with 36.88 million yuan, followed by Kexing Pharmaceutical, Dabeinong, and Plk, which received net inflows of 15.38 million yuan, 13.79 million yuan, and 13.60 million yuan respectively [2][3]. Group 3: Capital Flow Ratios - Stocks such as *ST Xianfeng, Kexing Pharmaceutical, and KQ Biotech had the highest net inflow ratios, at 14.17%, 6.56%, and 5.52% respectively [3]. - The top stocks in terms of capital inflow included Jinhe Biological with a turnover rate of 18.22% and a daily increase of 4.40%, and Kexing Pharmaceutical with a turnover rate of 3.46% and a daily increase of 15.56% [3][4].

Market Overview - The Shanghai Composite Index closed at 3380.45 points, above the five-day moving average, with a gain of 0.38% [1] - The total trading volume of A-shares reached 752.206 billion yuan [1] Stocks Performance - A total of 730 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Fulejia (Code: 301371) with a deviation rate of 8.24% and a daily increase of 12.17% [1] - Huahai Pharmaceutical (Code: 600521) with a deviation rate of 7.56% and a daily increase of 10.00% [1] - Aofei Entertainment (Code: 002292) with a deviation rate of 7.46% and a daily increase of 10.02% [1] Deviation Rate Rankings - The top stocks with the highest deviation rates from the five-day moving average include: - Fulejia: Latest price 36.05 yuan, five-day moving average 33.31 yuan [1] - Huahai Pharmaceutical: Latest price 15.62 yuan, five-day moving average 14.52 yuan [1] - Aofei Entertainment: Latest price 9.77 yuan, five-day moving average 9.09 yuan [1] - Other notable stocks with high daily turnover rates include: - Huifeng Diamond (Code: 839725) with a daily increase of 9.56% and a turnover rate of 14.77% [1] - Beiningmei (Code: 002570) with a daily increase of 10.07% and a turnover rate of 22.33% [1]

成都康华生物制品股份有限公司 成都康华生物制品股份有限公司 投资者关系活动记录表 股票简称：康华生物 证券代码：300841 编号：2025-001 | □分析师会议 | □特定对象调研 | | | --- | --- | --- | | ■业绩说明会 | □媒体采访 | 投资者关系活 | | □路演活动 | □新闻发布会 | 动类别 | | □其他 | □现场参观 | | | 年度网上业绩说明会的投资者 | 参与公司 2024 | 参与人员姓名 | | | | 及单位名称 | | 日（星期三）15:30-17:00 | 年 月 2025 5 14 | 时间 | | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | 地点 | | | 采用网络远程的方式召开业绩说明会 | | | | 1、董事长：王振滔 | | | | 2、董事、总裁 ：吴红波 | 公司接待人员 | | 3、董事、副总裁兼财务负责人、董事会秘书：吴文年 | | 姓名 | | | 4、独立董事：方小波 | | | | | 投资者关系活 | | | 详见会议纪要 | 动主要内容介 | | | | 绍 | | 日（ ...