Market Overview - The biopharmaceutical sector increased by 0.78% on September 29, with Norseland leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Top Gainers in Biopharmaceutical Sector - Norseland (Code: 430047) closed at 24.80, up 6.57% with a trading volume of 68,400 shares and a transaction value of 169 million yuan [1] - Liaoning Chengda (Code: 600739) closed at 12.54, up 4.85% with a trading volume of 311,400 shares and a transaction value of 384 million yuan [1] - Rongchang Biotech (Code: 688331) closed at 110.00, up 4.76% with a trading volume of 83,500 shares and a transaction value of 900 million yuan [1] Top Losers in Biopharmaceutical Sector - Kanghua Biotech (Code: 300841) closed at 75.47, down 2.34% with a trading volume of 40,800 shares and a transaction value of 307 million yuan [2] - Baipusais (Code: 301080) closed at 58.51, down 2.32% with a trading volume of 20,000 shares and a transaction value of 117 million yuan [2] - Rili Pharmaceutical (Code: 603087) closed at 76.37, down 2.18% with a trading volume of 120,740 shares and a transaction value of 1.573 billion yuan [2] Capital Flow Analysis - The biopharmaceutical sector experienced a net outflow of 154 million yuan from institutional investors, while retail investors saw a net inflow of 1.47 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2][3] Individual Stock Capital Flow - Liaoning Chengda saw a net outflow of 52.59 million yuan from institutional investors, while retail investors had a net outflow of 40.07 million yuan [3] - Kanghua Biotech had a net inflow of 26.12 million yuan from institutional investors, but a net outflow of 47.70 million yuan from retail investors [3] - Three Life National Health (Code: 688336) had a net inflow of 23.37 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]

Core Viewpoint - The announcement details the share reduction plans of the actual controller and associated parties of Baipusais, indicating a significant decrease in their shareholding percentage, which has implications for investor sentiment and market perception [1][2]. Share Reduction Plans - The actual controller Chen Yiding's associated party Miao Jingyun plans to reduce holdings by up to 400,000 shares from September 5, 2025, to December 4, 2025, representing 0.24% of the total share capital [1]. - The associated parties Anyi Baipusais and Anyi Baijiale plan to reduce holdings by up to 4,600,000 shares during the same period, accounting for 2.74% of the total share capital [1]. Recent Share Reduction Activity - Between September 11, 2025, and September 25, 2025, Miao Jingyun reduced holdings by 42,300 shares, while Anyi Baipusais and Anyi Baijiale reduced holdings by 1,919,045 shares and 257,810 shares, respectively, totaling 2,219,155 shares, which is 1.32% of the total share capital [2]. - The total cash generated from these reductions is approximately 132 million yuan, based on a share price of 59.48 yuan [2]. Changes in Shareholding Structure - Following the reductions, the combined shareholding of the actual controller and associated parties decreased from 43.59% to 42.27% of the total share capital [2]. - The shareholding percentage, excluding repurchased shares, decreased from 43.77% to 42.44% [2]. Historical Context - Baipusais was listed on the Shenzhen Stock Exchange on October 18, 2021, with an initial public offering of 20 million shares at a price of 112.50 yuan per share, raising a total of 2.25 billion yuan [3]. - The company had originally planned to raise 937 million yuan for various projects, including R&D and marketing upgrades [3]. Financial Information - The total issuance costs for the IPO amounted to 156 million yuan, with underwriting fees of 135 million yuan [4]. - The company announced a stock split and dividend distribution in 2023 and 2025, indicating ongoing shareholder engagement [4].

北京百普赛斯生物科技股份有限公司 关于实际控制人之一致行动人减持股份触及 1%整数倍的公告 公司实际控制人之一致行动人苗景赟先生、安义百普赛斯企业管理 咨询合伙企业（有限合伙）、安义百普嘉乐企业管理咨询合伙企业（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。 证券代码：301080 证券简称：百普赛斯 公告编号：2025-064 北京百普赛斯生物科技股份有限公司（以下简称"公司"或"本公司"）于 2025 年 8 月 14 日在巨潮资讯网（http://www.cninfo.com.cn）上披露了《关于实际控制 人之一致行动人及高级管理人员减持股份的预披露公告》（公告编号：2025-048）。 公司实际控制人陈宜顶先生的一致行动人苗景赟先生计划自 2025 年 9 月 5 日至 2025 年 12 月 4 日以集中竞价或大宗交易方式减持所持有的公司股份合计不超过 400,000 股（占公司总股本的 0.24%，占公司剔除回购专用账户中股份数量后股份 总数的 0.24%）。公司实际控制人陈宜顶先 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月26日，百普赛斯收跌3.64%，收盘价为59.90元，发生2笔大宗交易，合计成交量110万股，成交金额 6015.9万元。 第1笔成交价格为54.69元，成交80.00万股，成交金额4,375.20万元，溢价率为-8.70%，买方营业部为平 安证券股份有限公司湖北分公司，卖方营业部为中银国际证券股份有限公司北京经济技术开发区证券营 业部。 第2笔成交价格为54.69元，成交30.00万股，成交金额1,640.70万元，溢价率为-8.70%，买方营业部为平 安证券股份有限公司湖北分公司，卖方营业部为中银国际证券股份有限公司北京经济技术开发区证券营 业部。 进一步统计，近3个月内该股累计发生22笔大宗交易，合计成交金额为1.34亿元。该股近5个交易日累计 上涨1.91%，主力资金合计净流出1497.73万元。 责任编辑：小浪快报 ...

Group 1 - The core point of the article highlights the recent block trading activity of Baipusais, with a total transaction volume of 1.1 million shares and a transaction value of 60.159 million yuan on September 26 [2] - The stock closed at 59.90 yuan, down 3.64%, with a daily turnover rate of 2.13% and a total trading volume of 163 million yuan, indicating a net inflow of 4.4236 million yuan in main funds for the day [2] - Over the past three months, Baipusais has recorded a total of 22 block trades, amounting to 134 million yuan [2] Group 2 - The latest margin financing balance for Baipusais is 113 million yuan, with an increase of 9.67% or 9.9224 million yuan over the past five days [2] - The block trades on September 26 were executed at a price of 54.69 yuan, representing an 8.70% discount compared to the closing price of the same day [2] - The trading details show that both buyers and sellers were from Ping An Securities and Zhongyin International Securities, indicating active participation from these firms [2]

Core Viewpoint - The company, Beijing Baipusi Biotechnology Co., Ltd., has shown significant growth in revenue and net profit, indicating a strong performance in the biotechnology sector. Group 1: Financial Performance - As of June 30, 2025, the company achieved a revenue of 387 million yuan, representing a year-on-year growth of 29.38% [2] - The net profit attributable to shareholders reached 83.80 million yuan, with a year-on-year increase of 47.81% [2] Group 2: Shareholder and Market Activity - On September 25, 2023, the company's stock price increased by 3.43%, with a trading volume of 271 million yuan [1] - The number of shareholders increased to 11,700, up by 10.85% compared to the previous period [2] - The average number of circulating shares per shareholder decreased by 9.79% to 7,711 shares [2] Group 3: Financing and Margin Trading - On September 25, 2023, the company had a net financing purchase of 10.03 million yuan, with a total financing balance of 113 million yuan, accounting for 1.08% of the market capitalization [1] - The company’s margin trading balance is at a high level, exceeding the 90th percentile over the past year [1] Group 4: Dividend Distribution - The company has distributed a total of 432 million yuan in dividends since its A-share listing, with 312 million yuan distributed in the last three years [3] Group 5: Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 5.9863 million shares, an increase of 3.7571 million shares from the previous period [3] - The sixth-largest circulating shareholder, China Europe Medical Health Mixed A, holds 3.2163 million shares, an increase of 0.5904 million shares [3]

Market Overview - The biopharmaceutical sector experienced a decline of 0.21% on September 25, with Nossland leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers in the biopharmaceutical sector included: - Aopu Mai (688293) with a closing price of 62.85, up 7.42% and a trading volume of 30,600 [1] - Rongchang Biotech (688331) closed at 108.50, up 3.43% with a trading volume of 89,200 [1] - Baipusais (301080) closed at 62.16, up 3.43% with a trading volume of 43,500 [1] - Major decliners included: - Nossland (430047) closed at 22.99, down 3.69% with a trading volume of 57,000 [2] - Wufan Biotech (301393) closed at 53.12, down 3.42% with a trading volume of 24,600 [2] - Kexing Pharmaceutical (688136) closed at 38.75, down 3.34% with a trading volume of 53,500 [2] Capital Flow - The biopharmaceutical sector saw a net outflow of 207 million yuan from institutional investors, while retail investors contributed a net inflow of 45.07 million yuan [2] - Notable capital flows included: - Rongchang Biotech (688331) with a net inflow of 1.021 billion yuan from institutional investors [3] - Junshi Biosciences (688180) with a net inflow of 35.36 million yuan from institutional investors [3] - Aopu Mai (688293) with a net inflow of 9.41 million yuan from institutional investors [3]

Group 1 - The core viewpoint of the news is that Beijing Baipusi Biotechnology Co., Ltd. experienced a decline in stock price, with a drop of 5.02% to 58.65 CNY per share, and a total market capitalization of 9.844 billion CNY [1] - The company was established on July 22, 2010, and went public on October 18, 2021, focusing on providing key biological reagent products and technical services, with its main revenue sources being recombinant proteins (82.27%), antibodies and other reagents (12.88%), technical services (3.04%), and others (1.80%) [1] - A fund under Bank of China Securities holds a significant position in Baipusi, with the Bank of China Health Industry Mixed Fund (002938) owning 99,000 shares, representing 4.48% of the fund's net value, making it the seventh-largest holding [2] Group 2 - The Bank of China Health Industry Mixed Fund (002938) has a total asset size of 158 million CNY and has achieved a year-to-date return of 58.86%, ranking 653 out of 8172 in its category [2] - The fund manager, Li Mingwei, has been in charge for 2 years and 215 days, with the best and worst fund returns during his tenure both being 4.82% [3]

Group 1 - The core point of the news is the decline in the stock price of Beijing Baipusi Biotechnology Co., Ltd., which fell by 5.02% to 58.65 CNY per share, with a total market capitalization of 9.844 billion CNY [1] - The company was established on July 22, 2010, and went public on October 18, 2021, focusing on providing key biological reagent products and technical services, with its main revenue sources being recombinant proteins (82.27%), antibodies and other reagents (12.88%), technical services (3.04%), and others (1.80%) [1] - Tianhong Fund has a significant holding in Baipusi, with Tianhong Healthcare A (001558) owning 414,200 shares, representing 5.9% of the fund's net value, making it the seventh-largest holding [2] Group 2 - Tianhong Healthcare A (001558) was established on June 30, 2015, and has a current scale of 251 million CNY, with a year-to-date return of 47.25% and a one-year return of 63.92% [2] - The fund manager, Lü Qiao, has been in position for 265 days, with the fund's total assets amounting to 502 million CNY, achieving a best return of 49.24% and a worst return of 48.82% during his tenure [3]

Core Viewpoint - The company, Beijing Baipusais Biotechnology Co., Ltd., is actively engaged in the development of recombinant proteins and cell immunotherapy, with a focus on various disease targets and biomarkers, benefiting from the depreciation of the RMB and its recognition as a "specialized, refined, distinctive, and innovative" enterprise [2][3][4]. Group 1: Company Overview - The company was established on July 22, 2010, and went public on October 18, 2021, primarily providing recombinant proteins and key biological reagent products and technical services [8]. - The main revenue composition includes 82.27% from recombinant proteins, 12.88% from antibodies and other reagents, 3.04% from technical services, and 1.80% from other sources [8]. Group 2: Financial Performance - For the first half of 2025, the company achieved a revenue of 387 million yuan, representing a year-on-year growth of 29.38%, and a net profit attributable to shareholders of 83.8 million yuan, up 47.81% year-on-year [9]. - The company has distributed a total of 432 million yuan in dividends since its A-share listing, with 312 million yuan in the last three years [10]. Group 3: Market Position and Recognition - The company has been recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise, which signifies its strong innovation capabilities and high market share in niche markets [3]. - As of the 2024 annual report, overseas revenue accounted for 66.46% of total revenue, benefiting from the depreciation of the RMB [4]. Group 4: Recent Developments - The company has developed various high-quality recombinant proteins and is expanding its product offerings in the CAR-T cell therapy field, including specific antibodies and various reagent kits [2]. - The company has initiated product development related to monkeypox virus in response to its spread, launching multiple recombinant proteins, antibodies, and reagent kits to support vaccine and therapeutic drug development [2].