Investment Rating - The investment rating for the healthcare industry is "Positive" and maintained [14] Core Insights - The funding levels for Chinese innovative pharmaceutical companies are increasing, leading to a gradual improvement in the research and development (R&D) investment sentiment within the industry. This is expected to usher in a new cycle of prosperity for the innovative drug industry chain [5][12] - The trend of external business development (BD) is likely to benefit the domestic early-stage research industry significantly, as new business models allow early-stage projects to become tradable and monetizable assets, enhancing R&D investment returns [13] Summary by Sections Innovative Chain Development Review - Before 2020, multiple factors converged to initiate a significant rise in China's innovative drug sector, leading to the rapid development of the innovative chain, including CXO and life sciences services [10][30] - From 2020 to the first half of 2022, the global public health crisis accelerated capital inflow into the biopharmaceutical sector, resulting in high demand and a leap in the innovative chain segment, which also triggered a wave of IPOs and substantial supply-side expansion [10][39] - The second half of 2022 to 2024 saw a transition from a heated to a cooling phase, with a significant shift in supply-demand dynamics leading to industry internal competition and pressure on revenues and profit margins [10][54][57] Improvement in R&D Investment Sentiment - Starting from 2025, the R&D investment sentiment in China's innovative drug sector is expected to improve, with companies experiencing increased funding levels. The total amount raised through IPOs and additional offerings in 2025 is projected to reach 201.5 billion yuan, a 145% year-on-year increase [11][62] - The potential milestone payments from external BD are expected to reach 880.5 billion yuan in 2025, marking a 185.9% year-on-year increase, indicating a robust funding environment for innovative drug companies [11] Benefits to Early-stage Research Industry - The new external BD business model enhances the R&D investment return rates for Chinese innovative drug companies, thereby increasing their willingness to invest in R&D [11][13] - The early-stage research industry, including drug discovery CROs and clinical trial services, is expected to benefit significantly from the external BD trend, with leading companies in these segments poised for rapid growth [13]

机构持仓方面，截止2025年9月30日，义翘神州十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股91.96万股，相比上期增加20.02万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，北京义翘神州科技股份有限公司位于北京市北京经济技术开发区科创十街18号院11号楼，成 立日期2016年12月22日，上市日期2021年8月16日，公司主营业务涉及包括重组蛋白、抗体、基因和培 养基等产品,以及重组蛋白、抗体的开发和生物分析检测等服务。主营业务收入构成为：重组蛋白 45.04%，CRO服务30.74%，抗体13.68%，房屋租赁及配套4.36%，培养基4.16%，基因1.49%，其他 0.54%。 截至1月9日，义翘神州股东户数1.96万，较上期增加1.43%；人均流通股6100股，较上期减少1.41%。 2025年1月-9月，义翘神州实现营业收入5.11亿元，同比增长10.00%；归母净利 ...

Group 1 - The biopharmaceutical sector increased by 0.19% on January 21, with Nearshore Protein leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Key stocks in the biopharmaceutical sector showed significant price increases, with Nearshore Protein rising by 6.37% to a closing price of 48.76 [1] Group 2 - The biopharmaceutical sector experienced a net inflow of 77.04 million yuan from institutional investors, while retail investors saw a net outflow of 284 million yuan [2] - Major stocks like Watson Bio and Ganli Pharmaceutical attracted significant institutional investment, with net inflows of 64.45 million yuan and 55.25 million yuan, respectively [3] - Retail investors showed a negative trend in several stocks, with Watson Bio and Ganli Pharmaceutical experiencing net outflows of 33.30 million yuan and 39.14 million yuan, respectively [3]

Group 1 - The company Yiqiao Shenzhou stated that as of December 31, 2025, the number of shareholders is expected to reach 19,326 households [2]

证券日报网讯1月13日，义翘神州（301047）在互动平台回答投资者提问时表示，根据中国证券登记结 算有限责任公司提供数据(未合并融资融券信用账户)，2026年1月9日股东人数为19，603户。 ...

从资金流向上来看，当日生物制品板块主力资金净流入3.99亿元，游资资金净流出6286.66万元，散户资 金净流出3.36亿元。生物制品板块个股资金流向见下表： 证券之星消息，1月13日生物制品板块较上一交易日上涨1.15%，康乐卫士领涨。当日上证指数报收于 4138.76，下跌0.64%。深证成指报收于14169.4，下跌1.37%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 920575 | 康乐卫士 | 11.99 | 29.90% | 35.12万 | | 4.02亿 | | 688331 | 荣昌生物 | 114.46 | 20.00% | 21.22万 | | 23.69亿 | | 688137 | 沂岸蛋白 | 49.60 | 15.43% | 5.81万 | | 2.91亿 | | 920344 | 三元基因 | 28.45 | 11.44% | 6.86万 | | 1.94亿 | | 301047 | 义翘神州 | 82.02 | ...

近日，北京义翘神州科技股份有限公司(以下简称：义翘神州)获得Scientist.com平台颁发的"2025年度供 应商绩效认可奖"(2025 Supplier Performance Recognition Award)，旨在表彰义翘神州在推动全球药物发 现研究方面做出的杰出贡献和卓越表现。 义翘神州通过哺乳动物细胞、杆状病毒-昆虫细胞、大肠杆菌及无细胞表达(CFPS)四大系统，为您提供 从基因合成到蛋白表达、纯化的一站式服务，是您定制重组蛋白表达的理想合作伙伴。义翘神州构建的 杂交瘤、Beacon®、流式单B、噬菌体和兔多抗技术五大抗体发现平台，成功开发30000+抗体，与很多 国际制药企业建立了良好的合作关系。 义翘神州美国公司首席商务官Rob Burgess表示： "我们深感荣幸能够获得Scientist.com的认可与肯定。也为双方长期而富有成效的合作深感自豪。这一奖 项充分彰显了我们团队致力于为全球科学界提供可靠、及时、创新解决方案的坚定承诺。未来，我们将 继续致力于赋能科研人员，为生命科学研究的进步贡献更大力量。" Scientist.com是全球大型的智能化生命科学研发采购平台，整合6000多家 ...

义翘神州公告称，近日公司控股股东爱力克将600万股股份质押给华能贵诚信托有限公司，占其所持股 份比例9.21%，占公司总股本比例4.93%，质押起始日为2025年12月22日，用途为融资。截至公告披露 日，爱力克及其一致行动人累计质押股份2560万股，占其持股总数的37.71%，占公司总股本的 21.05%。所质押股份不存在平仓风险，不会对公司产生实质性影响。 ...

证券代码：301047 证券简称：义翘神州 公告编号：2025-049 2、股东股份累计质押基本情况 北京义翘神州科技股份有限公司 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。 一、股东股份质押基本情况 北京义翘神州科技股份有限公司（以下简称"公司"）于近日收到公司控股 股东拉萨爱力克投资咨询有限公司（以下简称"爱力克"）的通知，获悉其所持 有公司的部分股份办理了质押业务，具体事项如下： 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： | 质押到 | 股东 | 是否为控股 股东或第一 | 本次质押数 | 占其所 | 占公司 | 是否 | 是否为 | 质押起 | | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 期日 | 名称 | 大股东及其 | 量（股） | 持股份 | 总股本 | 为限 | 补充质 | 始日 | 质权人 | 用途 | | | | 一致行动人 | | 比例 | 比例 | 售股 | 押 | | | ...

证券日报网讯 12月22日，义翘神州在互动平台回答投资者提问时表示，2025年12月19日股东人数为 19539户。 （文章来源：证券日报） ...