华兰股份 20260116 摘要 华兰股份计划 2025 年实现活塞等产品批量供货，目标替代国际巨头 30 亿美元收入，并预计 2026 年保持增长势头。 华兰股份积极布局 AI 制药，成立全资子公司灵擎数智，投资科迈生物， 并与金泰控股、百奥赛图合作孵化项目，同时成立 AI 专家委员会。 华兰股份在 AIGC 小分子、抗体、小核酸及知识图谱等 AI 制药技术路径 上进行储备，拥有覆盖全球 1,000 多家药企的客户群体，旨在缩短新药 研发周期并降低成本。 华兰股份通过投资科迈生物进入 AI 创新药研发领域，获得董事会席位及 优先收购权，目标是使 AI 制药业务超越现有主营业务。 科迈生物有三种业务模式：抗体及纯化平台（标准化业务，高比例分 成），联合开发项目（销售分成或分阶段付款），数据租赁。与金泰和 百奥赛图有技术数据使用约定。 科迈生物拥有几百万条实验数据，在抗体方向具备显著竞争力，其抗体 设计平台基于序列分析，优于基于结构的 AlphaFold。 华兰股份未来计划组建自己的 AI 团队和主体，与科迈生物合作，利用其 客户群体和自身资源赋能新药研发，增强客户粘性并促进订单转化。 Q&A 请介绍一下华兰股 ...

Investment Rating - The report maintains a "Buy" rating for the company [5][7]. Core Views - The company is expected to benefit from the continuous growth of its cartridge bottle components, with projected revenue growth in 2026 [1][4]. - The global AI-enabled drug development market is anticipated to grow from USD 11.9 billion in 2023 to USD 74.6 billion by 2032, with a compound annual growth rate (CAGR) of 22.6% [3]. - The establishment of a wholly-owned subsidiary and investment in Suzhou Kema Biotechnology are seen as strategic moves to enhance the company's capabilities in AI drug development [2][3]. Summary by Sections Investment Rating - The target price is set at RMB 69.60, reflecting a price-to-earnings (PE) ratio of 85x for 2026, which is a premium compared to the industry average [5][7]. Company Strategy - The company has made significant investments in AI drug development, including the establishment of an AI pharmaceutical committee and partnerships with technology firms [1][3]. - The company aims to leverage its extensive customer base of over 1,000 pharmaceutical companies across more than 40 countries to facilitate the commercialization of its AI-enabled drug development initiatives [2][3]. Financial Projections - Revenue is projected to reach RMB 896.34 million in 2026, with a year-on-year growth of 17.17% [11]. - The net profit attributable to the parent company is expected to be RMB 134.46 million in 2026, reflecting a 24.44% increase from the previous year [11]. - The company anticipates a stable performance in its core business of pharmaceutical rubber stoppers, with revenue growth expected to be between 5% and 15% [4].

证券日报网讯 1月16日，华兰股份发布公告称，江苏华兰药用新材料股份有限公司（以下简称"公 司"或"华兰股份"）于近日收到了控股股东江阴华兰机电科技有限公司（以下简称"华兰机电"）出具的 《关于调整增持江苏华兰药用新材料股份有限公司股份价格上限的告知函》，华兰机电本次增持价格由 不超过人民币 58.08 元/股调整为不超过人民币 86.66元/股。除调整增持价格上限外，原增持计划的其他 内容保持不变。 （文章来源：证券日报） ...

Group 1 - Su Dawei Ge's wholly-owned subsidiary plans to invest in a fund focusing on semiconductor, new energy, AI, and aerospace sectors, contributing 20 million yuan for a 10.2302% stake [2] - Shimao Energy terminates plans for a change in control after failing to reach consensus on key terms, with stock resuming trading on January 19 [3] - Huatian Hotel's controlling shareholder is planning a merger and restructuring, potentially changing the actual controller to the Hunan Provincial State-owned Cultural Assets Supervision and Administration Commission [4] Group 2 - Jinpu Titanium's subsidiary Xuzhou Titanium will cease production due to intensified market competition, which is expected to significantly impact revenue in 2026 [5] - Dingxin Communications' deputy general manager is under investigation by the CSRC for suspected short-term trading of company stock, but it will not affect the company's operations [6] - Xinhang New Materials plans to acquire 51% of Hairete for 12.8826 million yuan to explore new growth points [7] Group 3 - Hualan Co.'s controlling shareholder raises the upper limit of its share buyback plan from 58.08 yuan to 86.66 yuan per share [8] - Wanhua Chemical's MDI Phase II facility has resumed normal production after maintenance [9] - Junsheng Electronics introduces a strategic investor, with a 1 billion yuan investment aimed at reducing overall debt [10] Group 4 - Jiangbolong announces five shareholders plan to transfer 3% of the company's shares through a pricing inquiry [11] - Haitai Technology expects a net profit increase of 226.86% to 323.97% in 2025, driven by high industry demand and increased orders [13] - Northern Rare Earth anticipates a net profit increase of 116.67% to 134.6% in 2025 due to successful market expansion [14] Group 5 - Lanke Technology forecasts a net profit increase of 52.29% to 66.46% in 2025, benefiting from the AI industry trend [15] - Keda expects a net profit increase of 52.21% to 67.43% in 2025, driven by growth in data center and new energy sectors [16] - Cambridge Technology predicts a net profit increase of 51% to 67% in 2025, supported by strong demand in core business areas [17] Group 6 - China Electric Research anticipates a net profit of 533 million yuan in 2025, a 14.04% increase year-on-year [18] - China Automotive Research expects a net profit of 1.06 billion yuan in 2025, a 17.85% increase year-on-year [19] - Zhongcheng Co. forecasts a net profit of 276 million to 414 million yuan in 2025, recovering from a previous loss [20] Group 7 - Junda Co. expects a net loss of 1.2 billion to 1.5 billion yuan in 2025, worsening from a previous loss of 591 million yuan [21] - Guangdian Network anticipates a net loss of 1.29 billion to 1.55 billion yuan in 2025, attributed to declining traditional business revenue [22] - Jiugang Hongxing predicts a net loss of approximately 1.879 billion yuan in 2025, an improvement from a previous loss of 2.617 billion yuan [23] Group 8 - Jinbo Co. expects a net loss of around 1.4 billion yuan in 2025, worsening from a previous loss of 815 million yuan [24] - Dongjiang Environmental anticipates a net loss of 1.05 billion to 1.35 billion yuan in 2025, due to ongoing industry adjustments [25] - Daqing Energy forecasts a net loss of 1 billion to 1.3 billion yuan in 2025, despite improvements in production costs [26] Group 9 - Dongzhu Ecology expects a net loss of 935 million to 1.135 billion yuan in 2025, impacted by macroeconomic factors [27] - Weiyuan Co. anticipates a net loss of 950 million to 1.05 billion yuan in 2025, turning from profit to loss [28] - Huanghe Xuanfeng predicts a net loss of 850 million yuan in 2025, an improvement from a previous loss of 983 million yuan [29] Group 10 - Fushun Special Steel expects a net loss of 770 million to 870 million yuan in 2025, turning from profit to loss [30] - China First Heavy Industries anticipates a net loss of 310 million to 460 million yuan in 2025, significantly reducing losses compared to the previous year [31] - Jishi Media forecasts a net loss of 364 million to 455 million yuan in 2025, with overall revenue expected to remain stable [33] Group 11 - Guangxi Energy expects a net loss of 170 million to 220 million yuan in 2025, turning from profit to loss [34] - Baike Bio anticipates a net loss of 220 million to 280 million yuan in 2025, turning from profit to loss due to declining vaccine sales [35] - Zhongtai Auto expects to remain in a loss position for 2025, with a projected positive net asset value by year-end [36] Group 12 - Nasda anticipates a loss for 2025 due to significant asset sales and industry policy adjustments [37] - Rongsheng Development expects to report a loss for 2025, with the amount not exceeding the previous year's audited net assets [38] Group 13 - China National Materials signs a contract worth 299 million Canadian dollars for engineering services in Canada [40] - Dayu Water-saving's subsidiary wins a project worth 133 million yuan for water source guarantee engineering [41] - Hailu Heavy Industry reports new orders totaling 1.941 billion yuan for 2025 [42]

Group 1 - Xianghe Industrial signed a contract worth 43.1041 million yuan with China Railway 15th Bureau, accounting for approximately 6.5% of the company's projected revenue for 2024 [1] - Dayu Water-saving's subsidiary won a bid for a project valued at 133 million yuan, with a construction period of 545 days [2] - China National Materials International's subsidiary signed a contract worth 299 million Canadian dollars for engineering design and procurement services [3] Group 2 - Baoland expects a net loss of approximately 75 million yuan for 2025, compared to a loss of 58.7224 million yuan in the previous year [4] - Changhong High-tech received an administrative regulatory decision due to inadequate internal controls and improper revenue recognition [5] - Debon Stock will be suspended from trading on January 21, 2026, pending a decision on its delisting [6] Group 3 - Haitai Technology anticipates a net profit increase of 226.86% to 323.97% for 2025, with an expected profit of 51.5 million to 66.8 million yuan [7] - Fushun Special Steel expects a net loss of 770 million to 870 million yuan for 2025, compared to a profit of 112 million yuan in the previous year [8] - Rejing Bio forecasts a net loss of 210 million to 230 million yuan for 2025, compared to a loss of 191 million yuan in the previous year [10] Group 4 - Sanyou Chemical expects a net profit of approximately 91 million yuan for 2025, a decrease of about 82% compared to the previous year [11] - Lianhuan Pharmaceutical received approval for clinical trials of a new drug for benign prostatic hyperplasia [12] - Samsung New Materials anticipates a net loss for 2025, indicating a decline in operational performance [13] Group 5 - Jinggong Technology expects a net profit increase of 36.1% to 70.13% for 2025, with an estimated profit of 200 million to 250 million yuan [14] - Zhongsheng Pharmaceutical's subsidiary signed a licensing agreement for the production and commercialization of RAY1225 injection, with total payments expected to reach 1 billion yuan [15] - Hengshuai shares saw a reduction of 600,000 convertible bonds held by its controlling shareholder [16] Group 6 - Buchang Pharmaceutical plans to repurchase shares worth 60 million to 120 million yuan for employee stock ownership plans [17] - Baike Bio expects a net loss of 220 million to 280 million yuan for 2025, marking a shift from profit to loss [18] - Weishi Electronics anticipates a net profit decrease of 53.27% to 61.61% for 2025, with expected profits of 21.49 million to 26.16 million yuan [19] Group 7 - China Automotive Research expects a net profit increase of 17.85% for 2025, with a projected profit of 1.06 billion yuan [20] - Hualan Biological's controlling shareholder raised the upper limit of its shareholding plan to 86.66 yuan per share [22] - Nasda anticipates a net loss for 2025, indicating a decline in financial performance [23] Group 8 - Haizheng Pharmaceutical received a warning letter from the Zhejiang Securities Regulatory Commission for financial data inaccuracies [24] - Mengguli received an administrative regulatory decision for accounting errors in its financial reports [25] - Zhongguancun's subsidiary received acceptance for a drug application for a heart-related treatment [26] Group 9 - Hosheng Silicon Industry was ordered to correct information disclosure violations by the Zhejiang Securities Regulatory Commission [27] - Meiteng Technology expects a net profit decrease of 22.4551 million to 28.5285 million yuan for 2025, a reduction of 55.21% to 70.14% [28] - Sanwei Co. received a warning letter for financial irregularities related to related party transactions [29] Group 10 - Ganyue Expressway expects a net profit increase of 3.18% for 2025, with a projected profit of 1.32 billion yuan [30] - Xinhang New Materials plans to acquire 51% of Hairete for 12.8826 million yuan [31] - China Software anticipates a net loss of 41 million to 49 million yuan for 2025, an improvement from the previous year's loss [32] Group 11 - Rongsheng Development expects a net loss for 2025, with losses not exceeding the previous year's audited net assets [33] - Northern Rare Earth anticipates a net profit increase of 117% to 135% for 2025, with expected profits of 2.176 billion to 2.356 billion yuan [34] - Energy-saving Wind Power received renewable energy subsidies totaling 1.507 billion yuan, a 122.74% increase from the previous year [35] Group 12 - Dongzhu Ecology expects a net loss of 935 million to 1.135 billion yuan for 2025, compared to a loss of 630 million yuan in the previous year [36] - Jingneng Real Estate anticipates a net loss of 986 million to 1.315 billion yuan for 2025, compared to a loss of 109 million yuan in the previous year [37] - Hailu Heavy Industry signed new orders worth 1.941 billion yuan for 2025, with total orders on hand amounting to 3.597 billion yuan [38] Group 13 - Dalian Thermal Power expects a net loss of 92 million to 112 million yuan for 2025, compared to a loss of 146 million yuan in the previous year [39] - Jiangsu Sop expects a net profit decrease of 52.99% to 62.4% for 2025, with profits projected between 8 million to 10 million yuan [40] - Lian Technology plans to initiate preparations for issuing H-shares and listing on the Hong Kong Stock Exchange [42] Group 14 - Zhenyang Development expects a net profit decrease of 58.13% to 64.94% for 2025, with profits projected between 67 million to 80 million yuan [43] - Sheneng Co. reported a 1.7% decrease in power generation for 2025, with total generation of 57.654 billion kWh [44] - XGIMI Technology's subsidiary received a development notification from a well-known domestic automotive manufacturer [45] Group 15 - Wanhua Chemical's MDI Phase II facility resumed production after maintenance [46] - Daqing Energy expects a net loss of 1 billion to 1.3 billion yuan for 2025, with a reduction in losses compared to the previous year [47]

格隆汇1月16日丨华兰股份(301093.SZ)公布，近日收到了控股股东江阴华兰机电科技有限公司（简 称"华兰机电"）出具的《关于调整增持江苏华兰药用新材料股份有限公司股份价格上限的告知函》，华 兰机电本次增持价格由不超过人民币58.08元/股调整为不超过人民币86.66元/股。除调整增持价格上限 外，原增持计划的其他内容保持不变。 ...

华兰股份(301093)1月16日公告，公司近日收到控股股东江阴华兰机电科技有限公司（简称"华兰机 电"）出具的告知函，华兰机电增持价格由不超过58.08元/股调整为不超过86.66元/股。除调整增持价格 上限外，原增持计划的其他内容保持不变。 ...

证券代码：301093 证券简称：华兰股份 公告编号：2026-004 江苏华兰药用新材料股份有限公司 关于控股股东调整增持公司股份计划价格上限的公告 公司控股股东江阴华兰机电科技有限公司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。 重要内容提示： 江苏华兰药用新材料股份有限公司（以下简称"公司"或"华兰股份"）于 近日收到了控股股东江阴华兰机电科技有限公司（以下简称"华兰机电"）出具 的《关于调整增持江苏华兰药用新材料股份有限公司股份价格上限的告知函》， 华兰机电本次增持价格由不超过人民币 58.08 元/股调整为不超过人民币 86.66 元/股。除调整增持价格上限外，原增持计划的其他内容保持不变。 一、 原增持计划的基本情况 （一）原增持计划的基本情况 公司于 2025 年 11 月 6 日在巨潮资讯网（www.cninfo.com.cn）披露了《关 于控股股东增持公司股份计划的公告》（公告编号：2025-111）。公司控股股东 华兰机电基于对公司长期投资价值的认可以及未来持续稳定发展的信心，计划 自 ...

（编辑 丛可心） 证券日报网讯 1月14日，华兰股份发布公告称，公司股票交易价格连续三个交易日（2026年1月12日、 2026年1月13日、2026年1月14日）收盘价格涨幅偏离值累计达到42.97%（超过30%），属于股票交易异 常波动情形。公司董事会进行了核实，确认前期披露信息无需更正补充，经营情况正常，未发现未公开 重大信息，控股股东及实际控制人在异常波动期间未买卖公司股票，且不存在应披露而未披露的重大事 项。 ...

Group 1 - The medical device sector increased by 0.66% on January 14, with Sanyou Medical leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] - Notable gainers in the medical device sector included Sanyou Medical, which rose by 16.63% to a closing price of 22.30, and Tianzhihang, which increased by 13.25% to 24.95 [1] Group 2 - The medical device sector experienced a net outflow of 428 million yuan from institutional investors and 495 million yuan from retail investors, while retail investors saw a net inflow of 923 million yuan [2] - The individual stock fund flow data indicated that Yuyue Medical had a net inflow of 356 million yuan from institutional investors, while it faced a net outflow of 66.06 million yuan from retail investors [3] - Other companies like Yingke Medical and Weili Medical also showed significant net inflows from institutional investors, with 105 million yuan and 90.06 million yuan respectively [3]