证券代码：300871 证券简称：回盛生物 公告编号：2025-066 武汉回盛生物科技股份有限公司 关于向特定对象发行股票申请获得 深圳证券交易所受理的公告 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。 武汉回盛生物科技股份有限公司（以下简称"公司"）于近日收到深圳证 券交易所（以下简称"深交所"）出具的《关于受理武汉回盛生物科技股份有 限公司向特定对象发行股票申请文件的通知》（深证上审〔2025〕133 号）。 深交所对公司报送的向特定对象发行股票的申请文件进行了核对，认为申请文 件齐备，决定予以受理。 公司本次向特定对象发行股票事项尚需通过深交所上市审核中心审核，并 获得中国证券监督管理委员会（以下简称"中国证监会"）同意注册后方可实 施，最终能否通过深交所审核，并获得中国证监会同意注册的决定及时间尚存 在不确定性。公司将根据该事项的进展情况及时履行信息披露义务，敬请广大 投资者注意投资风险。 特此公告。 武汉回盛生物科技股份有限公司董事会 2025 年 7 月 9 日 ...

武汉回盛生物科技股份有限公司 Wuhan Hvsen Biotechnology Co.,Ltd. （武汉市东西湖区张柏路218号） 向特定对象发行A股股票 募集说明书 （申报稿） 保荐人（主承销商） 签署日期：二〇二五年七月 证券简称：回盛生物 证券代码：300871 武汉回盛生物科技股份有限公司 向特定对象发行A股股票募集说明书 声 明 本公司及全体董事、监事、高级管理人员、控股股东及实际控制人承诺本募集 说明书及其他信息披露资料不存在任何虚假记载、误导性陈述或重大遗漏，并对其 真实性、准确性及完整性承担相应的法律责任。 本公司负责人、主管会计工作负责人及会计机构负责人保证本募集说明书中财 务会计资料真实、完整。 中国证券监督管理委员会、深圳证券交易所对本次发行所做的任何决定或意见， 均不表明其对申请文件及所披露信息的真实性、准确性、完整性做出保证，也不表 明其对本公司的盈利能力、投资价值或者对投资者的收益做出实质性判断或保证。 任何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发行 人自行负责。投资者自主判断发行人的投资价值，自主做出投资决策，自行承担 ...

中信建投证券股份有限公司 关于 武汉回盛生物科技股份有限公司 向特定对象发行股票 之 发行保荐书 保荐人 二〇二五年七月 保荐人出具的证券发行保荐书 保荐人及保荐代表人声明 中信建投证券股份有限公司及本项目保荐代表人陈子晗、张兴华根据《中华 人民共和国公司法》《中华人民共和国证券法》等有关法律、法规和中国证监会 的有关规定以及深圳证券交易所的有关业务规则，诚实守信，勤勉尽责，严格按 照依法制订的业务规则、行业执业规范和道德准则出具本发行保荐书，并保证发 行保荐书的真实性、准确性和完整性。 3-1-1 | 释 义 3 | | --- | | 第一节 本次证券发行基本情况 5 | | 一、本次证券发行具体负责推荐的保荐代表人 5 | | 二、本次证券发行项目协办人及项目组其他成员 5 | | 三、发行人基本情况 7 | | 四、保荐人与发行人关联关系的说明 11 | | 五、保荐人内部审核程序和内核意见 11 | | 六、保荐人对私募投资基金备案情况的核查 13 | | 第二节 保荐人承诺事项 14 | | 第三节 关于有偿聘请第三方机构和个人等相关行为的核查 15 | | 一、本保荐人有偿聘请第三方等相关行为的 ...

Investment Rating - The report rates the agricultural, forestry, animal husbandry, and fishery industry as "Overweight" due to expected overall profit improvement in the sector [3][4]. Core Insights - The report highlights that the profitability of pig farming is expected to improve, with a stable pig price and a significant increase in average profit per head for self-bred pigs [4]. - Poultry farming shows a mixed outlook, with white chicken prices bottoming out and yellow chicken profitability declining, while egg-laying chicks continue to experience high demand [4]. - The pet food sector is projected to maintain high growth, with leading companies showing strong online sales growth, despite a decline in exports to the U.S. due to tariffs [4]. - Animal health is recovering, with increased demand for vaccines and improved sales of veterinary preparations [4]. - The seed industry faces challenges with declining corn prices and increased competition, leading to pressure on the performance of leading seed companies [4]. Summary by Sections Pig Farming - The average price of pigs in H1 2025 is expected to be 14.80 CNY/kg, a decrease of 4.2% year-on-year, while the average profit for self-bred pigs is projected at 69.04 CNY/head, recovering from a loss of 24.82 CNY/head in H1 2024 [4]. Poultry Farming - White chicken prices are under pressure due to oversupply, with the average price for commodity broiler chicks at 2.4 CNY/bird, down 21% year-on-year. Yellow chicken prices are also declining, with the average price for Qingjiao chicken at 8.9 CNY/kg, down 19% year-on-year [4]. Pet Food - The domestic pet food market is experiencing a growth rate of 17% in online GMV for the first five months of 2025, compared to 14% in the same period of 2024. Leading companies like Guibao Pet and Zhongchong Co. show growth rates of 51% and 26%, respectively [4]. Animal Health - The demand for veterinary vaccines has increased, with a 15.8% year-on-year rise in vaccine approvals in the first five months of 2025. Prices for veterinary preparations like Tylosin and Tiamulin have increased by 39.8% and 9.3%, respectively [4]. Seed Industry - The corn seed market is under pressure due to falling corn prices and high competition, leading to a decline in seed prices and performance expectations for leading seed companies [4].

证券代码：300871 证券简称：回盛生物 公告编号：2025-065 武汉回盛生物科技股份有限公司 关于获得政府补助的公告 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。 根据《企业会计准则第 16 号——政府补助》的相关规定，与资产相关的 政府补助，是指企业取得的用于购建或以其他方式形成长期资产的政府补助； 与收益相关的政府补助，是指除与资产相关的政府补助之外的政府补助。本次 获得的政府补助属于与收益相关的政府补助。 2、补助的确认和计量 1 上述政府补助与公司日常活动相关，计入其他收益。具体会计处理以会计 师年度审计确认的结果为准。 3、补助对上市公司的影响 根据《企业会计准则第 16 号——政府补助》的相关规定，上述政府补助 属于与收益相关的政府补助，预计增加 2025 年度利润总额 500.00 万元。 一、获取补助的基本情况 近日，武汉回盛生物科技股份有限公司（以下简称"公司"）获得与收益 相关的政府补助金额人民币 500 万元，占公司最近一期经审计归属于上市公司 股东的净利润绝对值的 24.81%。具体情况如下： | 获得补助的主体 | 武汉回盛 ...

Group 1: Financial Performance - In 2024, the company's raw material drug exports achieved sales revenue of 63.39 million yuan, a year-on-year increase of 155.71% [2] - The net profit for Q1 2025 reached 44.50 million yuan, representing a year-on-year growth of 371.23% [5] - The export revenue for Q1 2025 decreased by 10.92% compared to Q4 2024 [7] Group 2: Product Development and Market Strategy - The company is focusing on increasing investment in pet drug research and market channel development, with a complete product matrix already established [3] - The Vietnam production base has a designed capacity of 1,500 tons per year, primarily producing chemical drug formulations [4] - The company is actively exploring overseas markets and implementing a "go out" strategy to mitigate domestic business cycle impacts [5] Group 3: Market Position and Competitive Strategy - The pet segment currently has a small revenue share but is showing a good growth trend [3] - The company is enhancing its competitive edge by deepening the integration of raw materials and formulations, optimizing product performance, and improving the industry chain structure [7] - The company does not currently engage in the pet hospital and vaccine business but is monitoring the market for potential opportunities [6]

Group 1 - Libet has received approval from the China Securities Regulatory Commission for the issuance of convertible bonds, valid for 12 months [1] - Dinglong plans to acquire an additional 8% stake in its subsidiary, increasing its ownership from 91.35% to 99.35% for a total price of 240 million yuan [1] - Longyuan Donggu has been designated as a supplier for a major automotive project, with an expected total sales amount of 450 to 500 million yuan over five years [14] Group 2 - Luoniushan reported a sales revenue of 100 million yuan in May, a year-on-year decrease of 11.45% [2] - Baoming Technology has secured a loan commitment of up to 7 million yuan for stock repurchase [2] - Xinhua Pharmaceutical has received approval for the listing of a new chemical raw material used in treating chronic heart failure and hypertension [3] Group 3 - China Minmetals announced a new contract amount of 396 billion yuan for the first five months of the year, a decrease of 22.2% year-on-year [7] - Zhongbei Communication's application for a specific stock issuance has been accepted by the Shanghai Stock Exchange [8] - Rongfa Nuclear Power plans to issue bonds not exceeding 1 billion yuan to repay debts and supplement working capital [9] Group 4 - Phoenix Optical plans to invest 8.5 million USD to establish a wholly-owned subsidiary in Vietnam for manufacturing optical products [11] - Xiamen Airport reported a passenger throughput of 2.4752 million in May, a year-on-year increase of 8.34% [12] - Weilan Biological has received a new veterinary drug registration certificate for a product aimed at treating canine allergies and inflammation [13] Group 5 - Shouxiangu has completed the registration of a health food product that claims to enhance immunity [13] - Xingye Yinxin's subsidiary has passed a resource reserve verification report, confirming significant mineral reserves [16] - Shaanxi Construction has won two major projects with a total contract value exceeding 2.8 billion yuan [18] Group 6 - Huari received a cash dividend of 50 million yuan from its subsidiary [20] - Zhongchu's deputy general manager has resigned due to governance arrangements [21] - Kexin Pharmaceutical's core product has received breakthrough therapy designation from the National Medical Products Administration [39]

武汉回盛生物科技股份有限公司 关于子公司获得新兽药注册证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 根据《兽药管理条例》和《兽药注册办法》的规定，经中华人民共和国农 业农村部（以下简称"农业农村部"）审查，批准武汉回盛生物科技股份有限 公司（以下简称"公司"）子公司湖北回盛生物科技有限公司与其他单位联合 申报的"四季青提取散"为新兽药，农业农村部于 2025 年 6 月 9 日核发了《新 兽药注册证书》（农业农村部公告第 917 号），具体情况如下： 一、新兽药的基本信息 新兽药名称：四季青提取散 研制单位：青岛上药科技有限公司、瑞普（天津）生物药业有限公司、青 岛润达生物科技有限公司、艾美科健（中国）生物医药有限公司、湖南加农正 和生物技术有限公司、青岛信诺邦生物科技有限公司、湖北回盛生物科技有限 公司、山东鑫谷健康产业有限公司、江西嘉博生物工程有限公司、青岛大学 类别：三类 证券代码：300871 证券简称：回盛生物 公告编号：2025-064 二、该兽药产品研发及相关市场背景情况 全面禁抗后，饲料中禁止使用抗生素，对于养殖户而言，在短期内会 ...

Investment Rating - The report maintains a "Recommendation" rating for the animal health industry, expecting it to outperform the benchmark index by over 5% in the next 3-6 months [79]. Core Insights - The report highlights significant growth in vaccine approvals for circular, pseudorabies, and diarrhea vaccines, with notable year-on-year increases [7][8]. - The animal drug raw material market shows a continued strong performance in macrolide products, with price indices reflecting a structural differentiation among various products [52][53]. - The overall demand for animal health products is expected to recover, driven by improved profitability in the breeding sector and the introduction of new products [68][69]. Summary by Sections Vaccine Approvals - In April, major vaccine varieties for pigs showed substantial year-on-year growth, with circular vaccine up by 71.2%, pseudorabies vaccine by 73.3%, and diarrhea vaccine by 220% [7][8]. - Cumulative data from January to April indicates most vaccine types experienced significant growth, particularly in pig vaccines, with circular vaccine up by 52.3% and pseudorabies vaccine by 48.2% [8][9]. Raw Material Prices - As of the end of April, the Veterinary Pharmaceutical Index (VPI) was 69.2, reflecting a 5.6% increase from the previous month and a 13.4% increase year-on-year [52][53]. - Prices for macrolide products such as Tylosin, Tylvalosin, and Tilmicosin have shown strong performance, with increases of 10.1%, 17.6%, and 15.4% respectively compared to the end of March [53][54]. Market Outlook - The report anticipates a stable upward trend in the demand for animal health products, supported by a robust breeding sector and ongoing product innovation [68][69]. - The competitive landscape is expected to lead to a dual recovery in performance and valuation for the sector, with a focus on larger companies that can leverage their financial strength and product diversity [69][70]. Investment Recommendations - The report suggests focusing on companies such as Reap Bio, Kexin Bio, and others, which are well-positioned to benefit from the anticipated market recovery [68][70].

证券代码：300871 证券简称：回盛生物 公告编号：2025-063 武汉回盛生物科技股份有限公司 关于完成注册资本变更登记并换发营业执照的公告 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。 武汉回盛生物科技股份有限公司（以下简称"公司"）分别于 2025 年 4 月 28 日召开第三届董事会第二十二次会议，于 2025 年 5 月 20 日召开 2024 年年度股东大会，审议通过了《关于变更注册资本暨修改<公司章程>的议案》， 在 2024 年 8 月 1 日至 2025 年 4 月 10 日期间，因"回盛转债"持有人行使转 股权，公司总股本由 165,764,170 股变更为 179,194,432 股，同意将公司注册资 本由 165,764,170 元变更为 179,194,432 元，同时修订《公司章程》相应条款。 具体内容详见公司于 2025 年 4 月 29 日在巨潮资讯网发布的《关于变更注册资 本暨修改<公司章程>的公告》（公告编号：2025-039）。 近日，公司完成工商变更登记手续，并取得了武汉市市场监督管理局换发 的《营业执照》，公司新 ...