回盛生物（300871）今日涨停，全天换手率11.71%，成交额3.98亿元，振幅7.58%。龙虎榜数据显示， 营业部席位合计净买入8181.63万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，营业部席位合计净买入8181.63万元。 证券时报数据宝统计显示，上榜的前五大买卖营业部合计成交1.79亿元，其中，买入成交额为1.30亿 元，卖出成交额为4860.60万元，合计净买入8181.63万元。 具体来看，今日上榜营业部中，第一大买入营业部为华林证券（002945）股份有限公司北京分公司，买 入金额为3444.56万元，第一大卖出营业部为华泰证券股份有限公司湖北分公司，卖出金额为1232.11万 元。 资金流向方面，今日该股主力资金净流入2944.65万元，其中，特大单净流入6002.42万元，大单资金净 流出3057.77万元。近5日主力资金净流入1.36亿元。(数据宝) 回盛生物3月27日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额(万元) | 卖出金额(万元) | | --- | --- | --- | --- | | 买一 | 华林证券股份有限公司北京分公司 | ...

兽药价格狂飙13.8%，回盛生物上演"咸鱼翻身"，能撑多久？ | | F9 前身权 超级量加 画线 工具 令 | 9 | | 21 00 +3.50 +20.00% | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2.82万 换1.70% 振4.26% 额3036万 | | WP | | | | | | | | 2024/09/05-2025/03/27(132日)▼ ■ | | SZSE CNY 13:25:21 交易中 | | | | 星子 | | | 21.00-> | | 回盛转债0.305(+12.50%) | | | CPR:7.42% Wind ESG评级 BB | | | | | | 委比 | 100.00% 委差 | 42496 | 今年 | 108.75% | | | | 20.0 | 荧石 | | | 5日 | 63.17% | | | | | 英四 | | | 20日 | 86.50% | | | | | 程 | | | 60日 | 95.53% | | | | | 卖二 | | | | 2022 | | | | ...

Group 1: Company Performance - China Life reported a net profit of 106.935 billion yuan for 2024, representing a year-on-year increase of 108.9% [3] - China Life's operating revenue for 2024 reached 528.567 billion yuan, up 30.5% compared to the previous year [3] - Aluminum Corporation of China announced a net profit of 12.4 billion yuan for 2024, reflecting an 85.38% year-on-year growth [4] - Broadcom Electric's net profit surged by 411.28% in 2024, with a proposed dividend of 0.70 yuan per 10 shares [10] - China Pacific Insurance's net profit for 2024 increased by 64.9%, with a proposed dividend of 10.8 yuan per 10 shares [10] Group 2: Corporate Actions - Naxin Micro announced plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance competitiveness and diversify financing channels [7] - Xunji Technology is planning to acquire 100% equity of Shenzhen Jiazhihong Electronics, leading to a significant asset restructuring [5] - Nasda announced the sale of its 100% stake in Lexmark International for an estimated price between 75 million and 150 million USD, significantly lower than the historical investment of 1.385 billion USD [8] - General Shares announced that its controlling shareholder is planning a change in control, leading to a temporary suspension of its stock [9] Group 3: Market Impact - The inclusion of Southwest Design, a subsidiary of Electric Science and Technology, on the U.S. Department of Commerce's Entity List may affect its operations, although the company claims no substantial impact on business [6] - The stock of General Shares will be suspended due to potential changes in control, which may affect investor sentiment [9]

证券代码：300871 证券简称：回盛生物 公告编号：2025-011 转债代码：123132 转债简称：回盛转债 武汉回盛生物科技股份有限公司 股票交易异常波动公告 一、股票交易异常波动情况 武汉回盛生物科技股份有限公司（以下简称"公司"或"本公司"）股票 于 2025 年 3 月 25 日、2025 年 3 月 26 日连续两个交易日收盘价格涨幅偏离值 累计超过 30%，根据深圳证券交易所相关规定，属于股票交易异常波动的情形。 二、公司关注及核实情况说明 针对公司股票交易异常波动的情况，公司董事会就相关事项进行了自查， 并向控股股东、实际控制人进行了核实，现就相关情况说明如下： 1、截至本公告披露日，公司前期披露的信息不存在需要更正、补充之处； 2、公司关注到近期股吧等平台关于泰乐菌素、泰万菌素价格上涨的市场 传闻。经核实，近期受市场供需关系因素影响，公司主要产品泰乐菌素、泰万 菌素产品的市场价格有向上波动趋势，因其价格波动受多种因素影响，具有不 确定性，对公司业绩的影响亦不确定，敬请投资者理性投资，注意投资风险； 3、公司目前经营情况正常，内外部经营环境未发生重大变化； 4、公司、控股股东和实际控制人不 ...

Market Overview - A-shares experienced narrow fluctuations with all three major indices closing slightly lower, with the Shanghai Composite Index down 0.04% at 3368.7 points, the ChiNext Index down 0.26% at 2139.9 points, and the Shenzhen Component Index down 0.05% at 10643.82 points [1] - Total trading volume in the two markets reached 11,543 billion yuan, a decrease of 1,039 billion yuan from the previous trading day [1] Sector Performance - The banking and electric power sectors saw significant declines, with major banks like China Merchants Bank dropping over 5% [3] - The automotive sector showed gains in the afternoon, with several stocks reaching their daily limit or increasing by over 10% [3] - The real estate sector remained strong, with stocks like Rongsheng Development and Jingji Agricultural Technology hitting their daily limit [3] - The steel sector faced declines, with companies like Xining Special Steel and Bayi Iron & Steel dropping over 3% [4] - Public utilities also performed poorly, with stocks like Xinjiang Haoyuan and Mingxing Electric Power falling over 5% [4] Investment Opportunities - There are structural gaming opportunities in certain consumer sectors, particularly in home appliances and consumer electronics, as policies to stimulate consumption are being implemented [5] - The average price-to-earnings ratios for the Shanghai Composite Index and ChiNext Index are at 14.32 times and 37.58 times, respectively, indicating a suitable environment for medium to long-term investments [6] - The market is expected to show characteristics of technology leadership, dividend defense, consumer recovery, and domestic demand-driven growth, suggesting a balanced approach to investment across financial, dividend, consumer, and technology sectors [7]

Investment Rating - The report initiates coverage with a "Buy" rating for the company, indicating a positive outlook for its performance in the coming years [6][8]. Core Views - The company is positioned as a leading player in the domestic veterinary drug formulation market, with a focus on integrated expansion and a potential performance inflection point approaching [7][19]. - The recovery in demand for veterinary drugs, alongside the launch of new products, is expected to drive growth in the formulation business, while the upstream raw material business is entering a harvest phase [7][10]. - The report highlights the company's strategic focus on expanding into the pet medicine market, which is seen as a new growth area [7][10]. Financial Data and Profit Forecast - The company is projected to achieve total revenue of 1,020 million yuan in 2023, with a year-on-year growth rate of -0.3%. Revenue is expected to increase to 1,233 million yuan in 2024, representing a growth rate of 20.9%, and further to 1,677 million yuan in 2025, with a growth rate of 36.0% [2]. - The net profit attributable to shareholders is forecasted to be 17 million yuan in 2023, declining to -18 million yuan in 2024, but recovering to 149 million yuan in 2025 and 192 million yuan in 2026 [2]. - The earnings per share (EPS) is expected to be 0.10 yuan in 2023, -0.11 yuan in 2024, and then rise to 0.90 yuan in 2025 and 1.16 yuan in 2026 [2]. Company Overview - The company has obtained 175 veterinary drug approval numbers as of the first half of 2024, with products widely used in swine, poultry, aquaculture, ruminants, and pets [19]. - The company has a strong focus on research and development, with significant investments in expanding production capacity for both veterinary formulations and raw materials [19][24]. Industry Insights - The veterinary drug industry is experiencing a shift towards higher-end products driven by the scale of livestock farming and the need for effective disease prevention [10][50]. - The report notes that the veterinary drug market in China reached a scale of 696.51 billion yuan in 2023, with a significant portion attributed to chemical drugs [38]. - The raw material drug sector is expected to see a recovery in pricing as supply and demand dynamics improve, following a period of oversupply and weak demand [55][59].

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 18.60 CNY over the next six months, while the current price is 12.85 CNY [1]. Core Views - The company's growth is driven by three main factors: scale effects, international expansion, and the development of a pet medical ecosystem [1]. - The company has seen rapid growth in its export business, with exports increasing from 3.78 million CNY in 2020 to 33.34 million CNY in the first half of 2024, and the Vietnam factory is expected to start production in Q2 2025 [2]. - The introduction of new pet medications and the integration of the industry chain are expected to create a second growth curve for the company [2]. Summary by Sections Company Overview - The company, established in January 2002, focuses on animal health, integrating R&D, production, and sales, and is a leading player in the veterinary drug industry [12]. - The main business segments include veterinary drug formulations, raw materials, and pet medical services, with significant market presence in both domestic and international markets [12]. Industry Analysis - The veterinary drug industry in China is experiencing growth, with the market size increasing from 484 billion CNY in 2017 to 673 billion CNY in 2022, reflecting a CAGR of 6.1% [21]. - The industry is currently at a cyclical low, but the demand for veterinary products is expected to rise as the livestock sector recovers [28]. Research and Innovation - The company emphasizes R&D, with over 1.7 billion CNY invested from 2021 to Q3 2024, and a growing team of over 180 researchers [44]. - The integration of raw material production and drug formulation is expected to lower costs and improve profitability [44]. Financial Forecast and Valuation - Revenue is projected to grow from 1,020 million CNY in 2023 to 1,936 million CNY by 2026, with a significant increase in net profit expected in 2025 [8]. - The company is expected to achieve an EPS of 0.93 CNY in 2025, with a corresponding PE ratio of 13.85 [8].

国浩律师（深圳）事务所 法律意见书 国浩律师（深圳）事务所 关于武汉回盛生物科技股份有限公司 2025年第一次临时股东大会法律意见书 致：武汉回盛生物科技股份有限公司 国浩律师（深圳）事务所（以下简称"本所"）接受武汉回盛生物科技股份有 限公司（以下简称"公司"）的委托，指派彭瑶律师、季俊宏律师（以下简称"本 所律师"）出席公司2025年第一次临时股东大会（以下简称"本次股东大会"或 "本次会议"），对本次股东大会的合法性进行见证。本所律师根据《中华人民共 和国公司法》（以下简称"《公司法》"）、《上市公司股东大会规则》等法律、 法规和规范性文件以及《武汉回盛生物科技股份有限公司章程》（以下简称"《公 司章程》"）的规定，就公司本次股东大会的召集、召开程序、出席会议人员的资 格、召集人的资格、表决程序和表决结果等有关事宜出具本法律意见书。 在本法律意见书中，本所律师仅对本次股东大会的召集、召开程序、出席会 议人员资格、召集人的资格、表决程序以及表决结果是否符合相关法律、法规、 其他规范性文件及《公司章程》的规定发表意见，不对会议审议的议案内容以及 这些议案所表述的事实或数据的真实性及准确性发表意见。 按照律师 ...

特别提示： | 证券代码：300871 | 证券简称：回盛生物 | 公告编号：2025-010 | | --- | --- | --- | | 转债代码：123132 | 转债简称：回盛转债 | | 武汉回盛生物科技股份有限公司 2025年第一次临时股东大会决议公告 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。 一、会议召开和出席情况 1、本次股东大会未出现否决议案的情形； 2、本次股东大会未涉及变更以往股东大会已通过的决议； 3、本次股东大会审议的议案为特别决议事项，已经出席本次股东大会的 非关联股东（包括股东代理人）所持表决权的2/3以上通过。 （一）会议召开情况 1、会议召开时间： （1）现场会议召开时间：2025年3月19日（星期三）14:00 （2）网络投票时间：2025年3月19日，其中，通过深圳证券交易所交易系 统进行网络投票的具体时间为：2025年3月19日 9:15-9:25、9:30-11:30和13:00- 15:00；通过深圳证券交易所互联网投票系统投票的具体时间为2025年3月19日 9:15-15:00。 2、现场会议召开地点：湖 ...

| 证券代码：300871 | 证券简称：回盛生物 | 公告编号：2025-009 | | --- | --- | --- | | 转债代码：123132 | 转债简称：回盛转债 | | 武汉回盛生物科技股份有限公司 关于召开2025年第一次临时股东大会的提示性公告 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 2025 年 3 月 3 日在巨潮资讯网（www.cninfo.com.cn）发布了《关于召开 2025 年第一次临时 股东大会的通知》（公告编号：2025-008），定于 2025 年 3 月 19 日以现场表 决与网络投票相结合的方式召开 2025 年第一次临时股东大会，现将本次会议 有关事项再次提示公告如下： 一、召开会议的基本情况 1、股东大会届次：2025 年第一次临时股东大会 2、股东大会的召集人：董事会 3、会议召开的合法、合规性：本次股东大会会议的召开符合有关法律、 行政法规、部门规章、规范性文件、深圳证券交易所（以下简称"深交所"） 业务规则和《公司章程》等规定。 4、会议召开的时 ...