证券代码：301093 证券简称：华兰股份 公告编号：2026-003 江苏华兰药用新材料股份有限公司 关于公司股价异动的公告 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、 股票交易异常波动情况 江苏华兰药用新材料股份有限公司（以下简称"公司"）股票（证券代码： 301093，证券简称：华兰股份）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%），根据深圳证券交易所相关规定，属于股票交易异常波动情形。 二、 公司关注及核实情况的说明 4、公司控股股东和实际控制人不存在关于公司的应披露而未披露的重大事 项，也不存在处于筹划阶段的重大事项； 5、公司控股股东和实际控制人在公司股票交易异常波动期间没有买卖公司 股票。 三、 是否存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深圳证券交易所创业板股票上 市规则》等有关规定应予以披露而未披露的事项；董事会也未获悉公司有根据 《深圳证券交易所创业板股票上市规则》等有 ...

Group 1 - The A-share technology sector opened high but experienced a pullback, with the medical device ETF (562600) rising by 2.32% in early trading [1] - The medical device sector showed resilience, with notable stock performances: Di'an Diagnostics hitting the daily limit, BGI Genomics increasing by 14.41%, Hualan Biological by 8.01%, and Aide Biological by 5.41% [1] - The medical device ETF (562600) has seen significant capital inflow, with a net inflow of 140 million in the last five days and 162 million in the last ten days, reaching a trading volume of 30.68 million [1] Group 2 - The Shanghai government has announced the "Shanghai Brain-Machine Interface Future Industry Cultivation Action Plan (2025-2030)", aiming for clinical applications of invasive products by 2027 and full clinical application by 2030, establishing a global innovation hub [1] - The brain-machine interface industry is expected to benefit from policies such as the 14th Five-Year Plan, medical insurance coding, and medical device standards, with potential explosive growth in the global market [2] - The medical device ETF (562600) tracks the CSI All-Share Medical Device Index, with a 23.8% allocation to brain-machine interfaces, the highest among listed ETFs, effectively capturing growth opportunities in this niche [2]

Market Performance - The medical device sector increased by 1.89% on January 12, with Kangzhong Medical leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Top Gainers - Kangzhong Medical (688607) closed at 53.99, up 20.00% with a trading volume of 154,300 shares and a transaction value of 817 million [1] - Laijing Co. (301093) closed at 57.68, up 19.99% with a trading volume of 139,400 shares and a transaction value of 753 million [1] - Baolait (300246) closed at 10.91, up 17.19% with a trading volume of 499,500 shares and a transaction value of 523 million [1] Top Losers - Rejing Bio (688068) closed at 188.88, down 8.29% with a trading volume of 26,300 shares and a transaction value of 509 million [2] - Wuzhou Medical (301234) closed at 44.06, down 7.53% with a trading volume of 42,900 shares and a transaction value of 192 million [2] - New Industry (300832) closed at 60.41, down 3.84% with a trading volume of 53,700 shares and a transaction value of 327 million [2] Fund Flow Analysis - The medical device sector saw a net inflow of 199 million from institutional investors, while retail investors experienced a net inflow of 41.84 million [2] - Retail funds showed a net outflow of 241 million, indicating a shift in investment behavior [2] Individual Stock Fund Flow - Lepu Medical (300003) had a net inflow of 167 million from institutional investors, representing 5.74% of total trading [3] - Yuyue Medical (002223) experienced a net inflow of 156 million from institutional investors, with a net outflow of 74.75 million from retail investors [3] - Union Medical (688271) saw a net inflow of 104 million from institutional investors, while retail investors had a net outflow of 53.01 million [3]

Group 1 - The core viewpoint of the news is that Hualan Co., Ltd. has seen a stock price increase of 5.06%, reaching 50.50 yuan per share, with a trading volume of 200 million yuan and a turnover rate of 2.58%, resulting in a total market capitalization of 8.292 billion yuan [1] - Hualan Co., Ltd. is based in Jiangyin City, Jiangsu Province, and was established on June 4, 1992. The company was listed on November 1, 2021, and its main business involves the research, production, and sales of packaging materials for injectable drugs [1] - The revenue composition of Hualan Co., Ltd. includes 49.07% from film-coated rubber stoppers, 48.50% from conventional rubber stoppers, and 2.43% from other products [1] Group 2 - From the perspective of major fund holdings, one fund under Galaxy Fund has a significant position in Hualan Co., Ltd. The Galaxy Kangle Stock A fund (519673) reduced its holdings by 130,300 shares in the third quarter, now holding 225,500 shares, which accounts for 4.88% of the fund's net value, making it the sixth-largest holding [2] - The Galaxy Kangle Stock A fund was established on November 18, 2014, with a current scale of 156 million yuan. Year-to-date returns are 13.79%, ranking 99 out of 5,579 in its category; the one-year return is 36.33%, ranking 2,162 out of 4,202; and since inception, the return is 177.3% [2]

Group 1 - Gree Co., Ltd. plans to use no more than 6 billion yuan of idle self-owned funds for entrusted wealth management, with a validity period of one year from the date of board approval [1] - Guosheng Technology's stock will resume trading on January 12 after completing an investigation into abnormal trading, but the company expects a net loss for 2025 [2] - Dongzhu Ecology is negotiating to terminate the acquisition of control over Kairui Xingtong due to failure to reach an agreement on valuation and other commercial terms [3] Group 2 - Jiaoyun Co., Ltd. intends to swap its passenger car sales and automotive after-service assets with the cultural and tourism-related assets of its controlling shareholder, which is expected to constitute a major asset restructuring [4] - Baogang Co., Ltd. plans to adjust the related transaction price of rare earth concentrate for the first quarter of 2026 to 26,834 yuan per ton, a slight increase from the previous quarter [5] - Luzhou Laojiao proposes a cash dividend of 13.58 yuan per 10 shares, totaling approximately 2 billion yuan [6] Group 3 - Zhenlei Technology states that the commercial aerospace industry is still in its early industrialization stage, with unpredictable contributions to revenue from batch launches [7][8] - China First Heavy Industries has only undertaken a small number of projects related to "controlled nuclear fusion," and these products have not yet generated revenue [9] - Huanxu Electronics plans to invest 30 million yuan in a private equity fund focused on AI-driven new generation information technology industries [10] Group 4 - Ruina Intelligent plans to invest approximately 169.9 million yuan to build a modern intelligent high-efficiency heat pump R&D and production base [11] - Hualan Biological intends to acquire a 35% stake in Ningbo Guangfeng Capsule Co., Ltd. for 8.4647 million yuan, with plans for further acquisitions in the future [12] - Yili Media reports that its main business and business model have not undergone significant changes, and its operations are normal [13] Group 5 - Jushi Chemical received a notice of administrative penalty for inflating revenue and profits through false trading, with a proposed fine of 2.4 million yuan [14] - Haiyou New Materials has been designated as a supplier for a well-known automotive glass manufacturer to develop and supply PDLC dimming film products [15][16] - Shanda Electric signed a strategic cooperation agreement with Shandong Development New Energy Co., Ltd. to promote the technological upgrade and large-scale development of the new energy industry in Shandong Province [17] Group 6 - China Shipbuilding Defense expects a net profit increase of 149.61% to 196.88% for 2025, driven by improved ship product revenue and production efficiency [18] - Daotong Technology anticipates a net profit increase of 40.42% to 45.1% for 2025, fueled by AI-driven services [19] - Zhenhua New Materials expects a net loss of 400 million to 500 million yuan for 2025 due to declining market demand for existing products [20] Group 7 - Greenland Holdings anticipates a net loss of 16 billion to 19 billion yuan for 2025, primarily due to declining asset prices and increased financial expenses [21] - Electric Wind Power expects a net loss of 890 million to 1.09 billion yuan for 2025, attributed to intensified competition and delays in project construction [22] - Jintou City Development forecasts a net loss for 2025 [23] Group 8 - Dazhi expects a net loss for 2025 [25] - Wantong Development anticipates a net loss for 2025 [26] - Wanfu Biological projects a net profit decline of 87.71% to 91.81% for 2025 due to market price reductions and increased R&D expenses [27] Group 9 - Zhongkong Technology expects a net profit decline of 53.07% to 61.85% for 2025, driven by economic slowdown and reduced customer demand [28] - Jian Kai Technology's shareholder plans to reduce holdings by up to 3% [29] - Huati Technology's actual controller plans to reduce holdings by up to 3% [30]

Group 1 - China Shipbuilding Defense expects a net profit of 940 million to 1.12 billion yuan for 2025, an increase of 149.61% to 196.88% year-on-year [1] - China First Heavy Industries has only undertaken a small number of related accessory projects and has not generated revenue from them [2] - Huanyu Electronics plans to invest 30 million yuan in a private equity fund focused on AI and emerging industries [3] Group 2 - Zhixiang Jintai's GR1803 injection has been included in the priority review list by the National Medical Products Administration [4] - JianKai Technology's shareholder plans to reduce holdings by up to 3% of the company's shares [5] - Debon Holdings will continue to suspend trading from January 12 due to significant matters being planned [6] Group 3 - South Network Technology's shareholder intends to transfer 847.05 million shares, accounting for 1.50% of the total share capital [7] - Hengrui Medicine has received approval for clinical trials of four drugs [8] - Daotong Technology expects a net profit of 900 million to 930 million yuan for 2025, a year-on-year increase of 40.42% to 45.10% [10] Group 4 - Betta Pharmaceuticals has invested 50 million yuan to acquire a 20% stake in Hangzhou Zhixing Pharmaceutical [11] - Tianyu Biology reported a 10.38% year-on-year decline in cumulative sales revenue for 2025 [12] - Lifang Pharmaceutical's subsidiary has obtained a drug registration certificate for a pain relief product [13] Group 5 - R&F Properties reported a total sales revenue of approximately 14.21 billion yuan for 2025 [14] - Wanfu Biology expects a net profit decline of 87.71% to 91.81% for 2025 [15] - Dazhi expects a negative net profit for 2025 [16] Group 6 - Dongzhu Ecology is negotiating to terminate the acquisition of control over a satellite communication company [17] - Baotai has received a milestone payment of 10 million USD from Hikma Pharmaceuticals [18] - Huace Navigation expects a net profit of 670 million to 690 million yuan for 2025, a year-on-year increase of 14.84% to 18.27% [19] Group 7 - Shenzhen Gas reported a net profit decline of 3.45% for 2025 [20] - Baogang Co. plans to adjust the price of rare earth concentrate for Q1 2026 to 26,834 yuan per ton [21] - Jiuding Investment expects to report a loss for 2025 [22] Group 8 - Shanghai Pharmaceuticals has received a drug registration certificate for a treatment for myasthenia gravis [23] - Hualan Biological plans to acquire a 35% stake in Guangfeng Capsule [24] - Ruina Intelligent plans to invest 169.9 million yuan in a new R&D production base for heat pumps [25] Group 9 - Wantong Development expects to report a loss for 2025 [26] - Xianghe Industrial has completed the purchase of a 5% stake in Hezhixiang Technology [27] - Guangkang Biochemical received a warning letter from the Guangdong Securities Regulatory Commission [28] Group 10 - Xiaoming Co. reported a 37.07% year-on-year decline in chicken product sales revenue for December 2025 [29] - Luokai Co. won a procurement project from State Grid Fujian Power worth approximately 48.2 million yuan [30] - Minhe Co. reported a 65.22% year-on-year increase in the sales of commodity chick seedlings for December 2025 [31] Group 11 - Zhenghai Biological has obtained a registration certificate for calcium silicate bio-ceramic materials [32] - Three Gorges Energy reported a 5.99% year-on-year increase in cumulative total power generation for 2025 [33] - Huisheng Biological expects a net profit of 235 million to 271 million yuan for 2025 [34] Group 12 - Maihe Co. announced the release of the detention measures against its chairman [35] - Wandong's Alzheimer's project has been included in a national major special project for innovative drug development [36] - Kangxin New Materials plans to transfer forest land assets with a book value of 1.203 billion yuan [37] Group 13 - Greenland Holdings expects a net loss of 16 billion to 19 billion yuan for 2025 [39] - Zhongxin Fluorine Materials has obtained a pesticide production license [40]

Core Viewpoint - Hualan Co., Ltd. has signed a share transfer agreement to acquire a 35% stake in Ningbo Guangfeng Capsule Co., Ltd. from Ningbo Spokan Biotechnology Co., Ltd. for RMB 8.4647 million, with plans to increase its ownership to between 51% and 70% by 2028 [1] Group 1 - Hualan Co., Ltd. will use its own funds to purchase a 35% stake in Guangfeng Capsule, with the transaction expected to enhance its control over the company [1] - The agreement allows Hualan to further acquire an additional 16% to 35% of Guangfeng's shares between 2026 and 2028, potentially increasing its stake to a controlling interest [1] - Guangfeng Capsule specializes in the manufacturing and sales of hollow capsules, with its core product, gelatin hollow capsules, having passed technical review by the National Medical Products Administration [1] Group 2 - The completion of this transaction will enable Hualan to share customer resources with Guangfeng, leveraging its compliance management capabilities and quality control systems to enhance product quality and expand business scale [1]

Core Viewpoint - Hualan Co., Ltd. has signed a share transfer agreement to acquire a 35% stake in Ningbo Guangfeng Capsule Co., Ltd. for 8.4647 million yuan, with plans to increase its ownership to between 51% and 70% by 2028 [1] Group 1: Company Acquisition - Hualan Co., Ltd. will purchase a 35% stake in Ningbo Guangfeng Capsule Co., Ltd. from Ningbo Spokan Biotechnology Co., Ltd. for 8.4647 million yuan [1] - After the transaction, Hualan will have the right to further acquire an additional 16% to 35% of Guangfeng Capsule's shares between 2026 and 2028 [1] - The acquisition aims to achieve controlling interest in Guangfeng Capsule, which specializes in the manufacturing and sales of hollow capsules, a pharmaceutical excipient [1]

关于公司受让宁波广峰胶囊有限公司部分股权的公告 证券代码：301093 证券简称：华兰股份 公告编号：2026-002 江苏华兰药用新材料股份有限公司 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、 交易概述 江苏华兰药用新材料股份有限公司（以下简称"华兰股份"或"受让方"） 于近日与宁波广峰胶囊有限公司（以下简称"广峰胶囊"或"公司"）、宁波斯 普康生物技术有限公司（以下简称"宁波斯普康"或"转让方"）签署了《关于 宁波广峰胶囊有限公司之股份转让协议》（以下简称"转股协议"或"本协议"）。 同时，华兰股份与广峰胶囊、宁波斯普康、陈明耀签署了《关于宁波广峰胶囊 有限公司之股东协议》（以下简称"股东协议"）。 本次华兰股份将使用自有资金人民币 846.47 万元购买宁波斯普康在广峰胶 囊持有的 35.00%股权（对应的 525 万元人民币注册资本，该等注册资本是宁波 斯普康用货币进行出资且已完成全部实缴出资的注册资本）。本次交易完成后， 华兰股份持有广峰胶囊 35.00%股权，在 2026 年至 2028 年期间，华兰股份有权 根据协议约定进一步收购广峰胶 ...

资金流向方面，创业板医疗（970082）指数成份股当日主力资金净流入合计12.33亿元，游资资金净流 出合计8.49亿元，散户资金净流出合计3.84亿元。成份股资金流向详情见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，1月5日，创业板医疗（970082）指数报收于3808.57点，涨5.7%，成交202.09亿元，换 手率2.83%。当日该指数成份股中，上涨的有48家，三博脑科以20.01%的涨幅领涨，下跌的有2家，华 兰股份以3.23%的跌幅领跌。 创业板医疗（970082）指数十大成份股详情如下： ...