作为核苷类原料药细分领域的标杆企业，拓新药业此次战略投资瞄准的是全球抗衰市场的新风口。 仅三生物依托合成生物技术，不仅实现了 99.99%超高纯度麦角硫因的规模化量产，更凭借其在 多领域人体临床研究上的突破性成果，一举奠定其作为全球麦角硫因行业核心巨头与标准引领者的 地位。 01 战略转型：拓新药业的跨界投资逻辑 拓新药业集团股份有限公司成立于 2001年，是以原料药及医药中间体为主，集研发、生产及销售 为一体的医药公司，凭借在核苷类似物领域二十余年的深耕细作，现已发展成为该细分领域的标杆 企业。 2024年，公司"前瞻性布局营养强化剂、食品添加剂及保健食品领域，成功储备麦角硫 因、谷胱甘肽、辅酶Q10等热门功能原料的核心制备技术"。 作为在核苷（酸）类原料药领域深耕 24年的企业，拓新药业拥有雄厚的技术积累。公司先后获得 国家科学技术进步二等奖、河南省科学技术进步一等奖等重大科技奖项，建成"国家博士后科研工 作站"、"河南省博士后研发基地"，技术实力毋庸置疑。 资本事件 | 仅三生物 【SynBioCon】 获悉， 7月16日，深圳证券交易所创业板上市企业 拓新药业集团股份有限公司 （股票代码：301089 ...

Group 1 - The core point of the article is that Tuoxin Pharmaceutical has invested 10 million yuan in Jiangsu Jinsan Biotechnology Co., Ltd., acquiring a 1.75% stake, which will enhance its capabilities in the health sector [1][3] - The investment agreement stipulates that the funds will be used solely for the development and operation of Jinsan Biotechnology's main business [1] - Tuoxin Pharmaceutical is actively expanding into the health sector, developing nutritional supplements, food additives, and health foods, with successful mass production of certain functional foods [1][2] Group 2 - In 2024, Tuoxin Pharmaceutical has focused on "technological innovation, dynamic product structure optimization, and deep integration of the industrial chain" to address core business fluctuations and cultivate new growth points [2] - The company has established multiple technology platforms, including chemical synthesis and synthetic biology, and has improved the conversion of R&D results [2] - Tuoxin Pharmaceutical plans to accelerate the R&D and registration of health products over the next three years, aiming to create a complete commercialization chain [2] Group 3 - Jinsan Biotechnology specializes in the research, production, and application of ergotioneine, with breakthroughs in fermentation and purification technologies [3] - The main products of Jinsan Biotechnology include skincare products, oral capsules, and eye wash solutions [3] - Tuoxin Pharmaceutical's investment in Jinsan Biotechnology is a strategic move to extend its production, sales, and R&D chain, enhancing market competitiveness and profitability [3]

Policy Developments - Shanghai is advancing the standardization research of medical accompaniment services, with a project led by East China Hospital identified as a key research topic for 2024, focusing on service institutions, personnel requirements, service processes, and quality evaluation [2] Drug and Device Approvals - Maike Bio has received a medical device registration certificate for its coagulation factor activity measurement kits, valid from July 8, 2025, to July 7, 2030, aimed at monitoring treatments for coagulation factor deficiencies [3] - Kewang Pharmaceutical's vitamin K1 drops have received a registration acceptance notice from the National Medical Products Administration, intended to prevent vitamin K deficiency bleeding in infants [4] - CanSino has been approved for clinical trials of its trivalent poliovirus vaccine, which is being developed using protein structure design and VLP assembly technology, currently undergoing I/II phase trials in Indonesia [5] Financial Reports - Johnson & Johnson reported Q2 revenue of $23.74 billion, a 5.8% increase year-over-year, exceeding market expectations, with projected annual sales between $93.2 billion and $93.6 billion [6] Capital Markets - Tuoxin Pharmaceutical plans to invest 10 million yuan in Jiangsu Jinsan Biotechnology Co., acquiring a 1.75% stake, with Jinsan successfully producing high-purity ergothioneine for various products [7] - Tsinghua Unigroup's stock auction resulted in the sale of 58.607 million shares, potentially leading to a change in control of the company, with the shares sold at an average price significantly above the latest closing price [8] Industry Events - China National Pharmaceutical Group responded to rumors regarding the "return" of a licensing agreement with Merck for a PD-1/VEGF bispecific antibody, stating that the collaboration is progressing normally and a milestone payment of $300 million is expected upon completion of technology transfer by 2025 [9] Public Sentiment Alerts - A senior executive of Astellas Pharma in China was sentenced to three and a half years in prison for espionage, highlighting potential risks in the pharmaceutical industry [10] Stock Market Alerts - ST Weiming's stock has been placed under risk warning due to a significant price drop and expected losses of 55 million to 85 million yuan for the first half of 2025, leading to a change in its trading name and restrictions on price fluctuations [11]

第 674 期 2025-07-17 焦点事件 支持上市公司并购重组，河南出台新政 河南省人民政府办公厅近日印发《河南省支持上市公司并购重组若干政策措施》，其中列举了7项举措，提出 鼓励上市公司通过并购重组转型升级、开辟第二增长曲线，引导更多资源向人工智能、低空经济、生物医 药、新材料、高端装备等新质生产力方向集聚。 六大行均已布局设立AIC 7月16日，邮储银行公告，拟出资100亿元发起设立中邮金融资产投资有限公司（暂定名）。至此，六大国有 行均布局金融资产投资有限公司。 中邮投资将作为邮储银行全资一级子公司管理，具体业务范围以有关监管机构批复为准。中邮投资将严格遵 循各项法律法规及监管规定，建立完善的公司治理结构，在做好风险管理基础上开展各项业务。 黄仁勋在演讲中，提及了腾讯、网易、米哈游、游戏科学、字节跳动、DeepSeek、阿里巴巴、美团、 MiniMax、百度、小米等11家中国公司。 黄仁勋表示，中国的供应链是奇迹。他预测，十年内，工厂将由软件和人工智能驱动，AI将指挥机器人团队 与人协作，智能产品的制造也将由AI驱动。"这将为中国的供应链生态创造新的机遇。"黄仁勋说道。 宏观要闻 国常会：研究做强 ...

Group 1 - The rumor of Federal Reserve Chairman Powell being fired by Trump caused significant market fluctuations, with a drop in U.S. stocks and a rise in gold and Bitcoin prices [1][3] - After Trump denied the rumors, U.S. stocks rebounded, with the S&P 500 rising by 0.32%, the Dow Jones by 0.53%, and the Nasdaq by 0.26% [1] - The 2-year U.S. Treasury yield fell by over 7 basis points during the rumor but narrowed its decline after the denial [3] Group 2 - Tesla's stock increased by 3.5% as the Model Y L is set to be delivered this fall [2] - Chip stocks experienced mixed results, with AMD rising by 3% while ASML fell by over 8% [2] - The Nasdaq Golden Dragon China Index fell by 1.41%, with notable movements in Chinese concept stocks [2] Group 3 - The U.S. House Financial Services Committee Chairman stated that there are enough votes to push forward a stablecoin bill [5] - The CEO of a major U.S. bank indicated plans to collaborate with some stablecoin projects [6] Group 4 - Major developments in China's economic policies include initiatives to boost consumption and regulate the electric vehicle industry [9][10] - The Henan provincial government has introduced policies to support mergers and acquisitions for listed companies [10] Group 5 - The tungsten market continues to see price increases, with black tungsten concentrate prices rising by 25% since the beginning of the year [21] - The Ministry of Natural Resources has reduced the tungsten mining quota for 2024 and 2023, indicating tighter supply conditions [21] Group 6 - MiniMax is nearing completion of a new financing round of approximately $300 million, with a post-financing valuation exceeding $4 billion [19] - The company is reportedly seeking an A-share listing, reflecting its commercial potential in the AI sector [19] Group 7 - The Beijing Economic Development Zone has launched a special fund to support 6G technology development, with a maximum funding of 30 million yuan for qualifying enterprises [20] - The initiative aims to establish a leading 6G innovation development area by 2030 [20]

Group 1 - Meidi Kai plans to acquire 100% equity of Haisholi and INNOWAVE VIETNAM for a total of 2 billion KRW, entering Samsung's supply chain and filling gaps in its ultra-thin optical film business [3] - Tuo Xin Pharmaceutical will invest 10 million CNY in Jiangsu Jinsan Biotechnology, acquiring a 1.75% stake, as Jinsan has successfully produced high-purity ergothioneine [4] - Zhejiang Energy Power reported a 4.48% increase in power generation to 78.848 billion kWh in the first half of the year, driven by rising electricity demand in Zhejiang province [5] Group 2 - Anker Innovation is researching overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [6] - *ST Chuangxing announced a change in actual controller to Wang Xiangrong after a judicial auction of shares [7] - Hosheng Silicon Industry's controlling shareholder plans to transfer 5.08% of its shares for 2.634 billion CNY [8] Group 3 - Wuchan Zhongda's subsidiary plans to acquire 100% equity of South Taihu Technology for 1.457 billion CNY, aiming to strengthen its position in the cogeneration sector [9] - Postal Savings Bank intends to invest 10 billion CNY to establish a financial asset investment company, supporting technological innovation and private enterprises [10] - *ST Huawang plans to purchase 55.5% equity of Niwei Power for a total of approximately 6.01 billion CNY, focusing on the development of high-pressure fuel tank systems for hybrid vehicles [11] Group 4 - Tiande Yu expects a 50.89% increase in net profit to 152 million CNY in the first half of 2025, driven by growth in display driver chips [14] - Pinming Technology anticipates a net profit increase of 231.79% to 340 million CNY in the first half of 2025, attributed to growth in construction information software [15] - *ST Jinglun forecasts a loss of 19 to 22 million CNY in the first half of 2025, despite a 23.5% revenue increase [16] Group 5 - Jindi Co. signed an industrial project investment contract with the government for no less than 1.5 billion CNY to expand its market in Southwest China [17] - Baiyun Electric is expected to win a procurement project from the State Grid worth 164 million CNY [18] Group 6 - Fulei New Materials plans to reduce its stake by up to 1.33% through trading [19] - Yaxin Security's shareholders plan to collectively reduce their stake by up to 3% [20] - Zhongchong Co.'s controlling shareholder plans to reduce its stake by up to 1.5% [21] Group 7 - Huayuan Holdings intends to repurchase shares worth 20 to 40 million CNY for employee stock ownership plans [24] - Taiji Group plans to repurchase shares worth 80 to 120 million CNY, all for cancellation [25] Group 8 - Fengshen Co. plans to raise up to 1.1 billion CNY through a private placement for a tire expansion project [26] - Shangwei Co. plans to raise up to 1.144 billion CNY through a private placement to enhance its capabilities [27] - Shanggao Environmental plans to raise up to 718 million CNY through a private placement for working capital and debt repayment [28]

Group 1 - The State Council, led by Li Qiang, is focusing on implementing key policies to strengthen the domestic circulation and is reviewing the competitive order in the new energy vehicle industry [1][2] - He Lifeng emphasized at the China International Supply Chain Promotion Expo that China aims to be a promoter of mutually beneficial global industrial and supply chains [2] - The National Energy Administration reported that on July 16, the national power load reached a historical high of 1.5 billion kilowatts, an increase of 0.055 billion kilowatts compared to last year's maximum load [3] Group 2 - NVIDIA's CEO Jensen Huang stated that the next wave of AI will be in robotic systems, with factories being driven by software and AI, coordinating human-robot collaboration to produce AI-led smart products over the next decade [4] - Tesla's six-seat version of the Model Y has been listed in the Ministry of Industry and Information Technology's new vehicle catalog, with plans for the new model to launch as early as the third quarter at an estimated price of around 400,000 yuan [5] - Postal Savings Bank plans to invest 10 billion yuan to establish China Post Financial Asset Investment Co., while Gongsheng Silicon Industry's controlling shareholder intends to transfer 5.08% of shares to Xiao Xiugan for a total price of 2.634 billion yuan [6]

Company Focus - Postal Savings Bank plans to invest 10 billion yuan to establish China Post Financial Asset Investment Co., Ltd [2] - Anker Innovation is currently researching and evaluating equity financing in the Hong Kong capital market [2] - Hoshine Silicon Industry's controlling shareholder intends to transfer 5.08% of the company's shares to Xiao Xiukun for a total price of 2.634 billion yuan [2] - Shantui Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [2] Investment & Contracts - Jindi Co., Ltd. signed an industrial project investment contract with the Bishan District government for no less than 1.5 billion yuan [2] - Tuoxin Pharmaceutical intends to increase capital by 10 million yuan in Jingsan Biological, which has achieved the preparation of high-purity ergotamine [2] Equity Changes - Wuchan Huaneng plans to acquire 100% equity of Nantah Lake Technology for 1.457 billion yuan [3] - A shareholder of Aisecurity plans to reduce their holdings by no more than 3% of the company's shares [2] Performance & Earnings - Tiande Yu expects a net profit of 152 million yuan for the first half of the year, a year-on-year increase of 50.89% [4] - Pinming Technology anticipates a year-on-year net profit increase of 232%-303% for the first half of 2025 [4] Contracts & Project Wins - Pinggao Electric won a project from the State Grid with a total amount of approximately 1.45 billion yuan [4] Financing & Capital Increase - Shangwei Co., Ltd. plans to issue shares to its controlling shareholder Fuhua Chemical to raise no more than 1.144 billion yuan [2] Stock Price Movements - Zhongchen Technology's revenue from humanoid robot-related products accounts for no more than 1% of total revenue [2]

Group 1 - Postal Savings Bank plans to invest 10 billion yuan to establish China Post Financial Asset Investment Co., with a registered capital of 10 billion yuan, aiming to enhance comprehensive service capabilities and support technological innovation and private enterprises [1] - Tuo Xin Pharmaceutical intends to increase capital by 10 million yuan in Jiangsu Jin San Biotechnology Co., acquiring a 1.75% stake, with Jin San successfully producing high-purity ergothioneine for various products [2] - Anker Innovations is researching overseas share issuance to expand its global strategy and enhance brand influence, with no specific plan confirmed yet [3] Group 2 - Hoshine Silicon Industry's controlling shareholder plans to transfer 5.08% of shares to Xiao Xiugan for a total price of 2.634 billion yuan, with no change in control [4] - Zhuhai Guanyu has won a final ruling from the Supreme People's Court, dismissing the lawsuit from ATL, with 14 ATL patents declared invalid and no negative impact on the company's operations [5] - Lixing Co. has terminated the acquisition of Qingdao Feiyan Precision Steel Ball Manufacturing Co. due to failure to reach an agreement, with no adverse effects on its financial status [6] Group 3 - Pinming Technology expects a net profit of 28 million to 34 million yuan for the first half of the year, representing a year-on-year increase of 231.79% to 302.89% [7] - Tiande Yu's performance report anticipates a net profit of 152 million yuan for the first half, up 50.89% year-on-year [7] - Huahong Technology reports normal operations with no undisclosed significant matters [8]

Core Viewpoint - Toxin Pharmaceutical (301089.SZ) announced an investment of 10 million yuan in Jiangsu Jinsan Biotechnology Co., Ltd., acquiring a 1.75% stake, aiming to leverage its technological advantages in the field of chemical and synthetic biology [1] Group 1: Investment Details - The investment consists of 223,400 yuan added to registered capital, with the remainder allocated to capital reserves [1] - Following the investment, Toxin Pharmaceutical will hold a direct stake of 1.75% in Jinsan Biotechnology [1] Group 2: Company Overview - Jinsan Biotechnology specializes in the research, production, and sales of synthetic biological products, focusing on the development and industrial application of ergothioneine [1] - The company has achieved breakthroughs in the entire chain of technology, including strain construction, fermentation, purification, and engineering-scale production of high-purity ergothioneine [1] Group 3: Market Potential - The market for ergothioneine terminal products in China is projected to reach 1.57 billion yuan by 2024, with 60% used in skincare and nearly 30% in health food [3] - The global ergothioneine raw material market is expected to grow from 6.3 million USD in 2024 to 16.1 million USD by 2031, with a CAGR exceeding 14% [3] Group 4: Controversies - Ergothioneine has faced controversies, including claims by a prominent biologist labeling it as a "fake drug," which has been disputed by related companies citing scientific backing [4]