UNIV(301166)

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优宁维分析师会议-20250804
Dong Jian Yan Bao· 2025-08-04 15:25
Group 1: Research Basic Information - The research object is Youningwei, belonging to the professional services industry, with a reception time of August 4, 2025. The listed company's reception staff includes Deputy General Manager and Board Secretary Qi Yanfang, and Securities Affairs Representative Xia Qingli [17] Group 2: Detailed Research Institutions - The reception objects include Huitong Fund (a fund management company) and Tianling Investment (an investment company) [18] Group 3: Main Content Information - The company is a one - stop service provider in life sciences, offering products and services such as reagents, consumables, instruments, and laboratory services. It currently has a product structure with agency products as the main part and self - owned brand products as a supplement. In 2024, the total revenue of self - owned brand products increased by nearly 30% year - on - year [22] - The overall gross margin of the company's self - owned brand is about 50%, and the revenue is expected to increase in proportion as the company invests more in sales resources and enriches product pipelines [22] - In 2024, the company launched a share repurchase plan, using 25,987,076 yuan of its own funds to repurchase 927,600 shares for equity incentives or employee stock ownership plans, and will launch relevant plans according to business development [22] - The company's business is mainly in the domestic market. It will accelerate the overseas expansion of self - owned brand products based on R & D and domestic sales, and established a company in Singapore in 2024. It also promotes products through online and offline means [22][23] - The company will strengthen channel and R & D capabilities around the "Two Extremes Strategy". In terms of external expansion, it will seek investment and cooperation with potential upstream and downstream target enterprises with synergistic effects, mainly product - type companies related to antibody applications [23]
优宁维(301166) - 301166优宁维投资者关系管理信息20250804
2025-08-04 08:42
Group 1: Company Product Structure - The company operates as a one-stop service provider in life sciences, offering reagents, consumables, instruments, and laboratory services, integrating both well-known domestic and international brands as well as its own brands [1] - In 2024, the revenue from the company's own brands increased by nearly 30% year-on-year, indicating a strong growth trend [1] Group 2: Own Brand Performance - The overall gross margin for the company's own brands is approximately 50% [1] - The revenue share from own brands is currently low, but it is expected to increase as the company invests more resources into sales and continues to enrich its product pipeline [1] Group 3: Shareholder Incentives - In 2024, the company initiated a share repurchase plan, utilizing a total of 25,987,076 CNY to repurchase 927,600 shares, which will be used for equity incentives or employee stock ownership plans [1] - Future equity incentive or employee stock ownership plans will be introduced based on business development needs [1] Group 4: Overseas Market Expansion - The company's business is primarily focused on the domestic market, but it plans to accelerate the internationalization of its own brand products based on R&D and domestic sales performance [2] - In 2024, the company established a subsidiary in Singapore to facilitate overseas expansion [2] - The company is actively enhancing product visibility through online promotions and participation in offline exhibitions to further accelerate overseas market development [2] Group 5: M&A Strategy - The company aims to strengthen channel capabilities and R&D capabilities to better serve customers and provide a diverse range of products and services [2] - In terms of external growth, the company will seek potential upstream and downstream acquisition targets that align with its existing business, particularly in antibody-related applications [2]
优宁维:公司参与投资的股权投资基金主要投向医疗健康、数字经济、先进制造等领域
Mei Ri Jing Ji Xin Wen· 2025-08-04 08:36
优宁维(301166.SZ)8月4日在投资者互动平台表示,投资者您好,公司参与投资的股权投资基金主要 投向医疗健康、数字经济、先进制造等领域。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:介绍下贵公司的创投投资了哪几个主要企业,他们前 景如何? ...
上海优宁维生物科技股份有限公司 关于使用闲置自有资金进行现金管理的进展公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-08-01 23:14
Core Viewpoint - The company has approved the use of idle raised funds and self-owned funds for cash management, with a total limit of RMB 180 million, ensuring that it does not affect project construction or normal operations [1] Group 1: Cash Management Approval - The company and its subsidiaries are authorized to use up to RMB 30 million of idle raised funds and RMB 150 million of self-owned funds for cash management, effective for 12 months starting from March 9, 2025 [1] - Independent directors and the sponsor institution have expressed their agreement with the cash management proposal [1] Group 2: Investment Risk Analysis - The company plans to invest in structured deposit products, which are considered low-risk, but acknowledges potential market volatility affecting returns [2] - Risk control measures include timely analysis of cash management products and maintaining close contact with financial institutions to monitor fund operations [2][3] Group 3: Impact on Daily Operations - The use of idle self-owned funds for cash management is based on principles of risk prevention and prudent investment, ensuring the safety of the principal [5] - This approach is expected to enhance fund utilization efficiency and generate investment returns, ultimately benefiting the company and its shareholders [5] Group 4: Previous Cash Management Activities - As of August 1, 2025, the company has an outstanding balance of RMB 70 million in raised funds and RMB 920 million in self-owned funds invested in structured deposit products [6]
上海优宁维生物科技股份有限公司关于回购公司股份的进展公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-08-01 23:14
Core Viewpoint - The company has approved a share repurchase plan, intending to buy back shares using its own funds within a specified price range and timeframe [1][2]. Summary by Sections Share Repurchase Plan - The company plans to repurchase shares with a budget between RMB 15 million and RMB 30 million, with a maximum repurchase price set at RMB 44 per share [1]. - Following the annual equity distribution on May 22, 2025, the maximum repurchase price was adjusted to RMB 43.77 per share [2]. Progress of Share Repurchase - As of July 31, 2025, the company has not yet repurchased any shares, with the total repurchased shares standing at 0, which is 0% of the total share capital [2]. Compliance and Regulations - The share repurchase plan complies with relevant laws, regulations, and the company's own guidelines [3][4]. - The company has not engaged in share repurchase during periods that could significantly impact the trading price of its securities [4]. - The repurchase will be conducted through centralized bidding, adhering to specific trading restrictions [5]. Future Actions - The company will continue to implement the repurchase plan based on market conditions and will fulfill its information disclosure obligations as required by law [5].
优宁维:公司暂未实施本次股份回购
Zheng Quan Ri Bao· 2025-08-01 13:15
Group 1 - The company, Youningwei, announced on August 1 that as of July 31, 2025, it has not repurchased any shares through its dedicated securities account, representing 0% of the total share capital [2] - The company has not yet implemented the planned share repurchase [2]
优宁维(301166) - 关于使用闲置自有资金进行现金管理的进展公告
2025-08-01 11:00
证券代码:301166 证券简称:优宁维 公告编号:2025-062 上海优宁维生物科技股份有限公司 关于使用闲置自有资金进行现金管理的进展公告 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。 上海优宁维生物科技股份有限公司(以下简称"公司"或"优宁维")于 2025 年 2 月 17 日召开第四届董事会第三次会议和第四届监事会第三次会议,2025 年 3 月 7 日召开 2025 年第二次临时股东大会,审议通过了《关于使用闲置募集资 金及自有资金进行现金管理的议案》,同意公司及并表范围内的子孙公司在不影 响募集资金投资项目建设、不影响公司正常生产经营及确保资金安全的情况下, 使用不超过人民币 30,000 万元(含本数)的闲置募集资金及不超过人民币 150,000 万元(含本数)的自有资金进行现金管理,使用期限自 2025 年 3 月 9 日起 12 个 月内有效。公司独立董事和保荐机构均发表了同意意见。具体内容详见公司分别 于 2025 年 2 月 19 日和 2025 年 3 月 8 日刊载于巨潮资讯网(www.cninfo.com.cn) 的相关公告。 ...
优宁维(301166) - 关于回购公司股份的进展公告
2025-08-01 08:32
公司 2024 年度权益分派于 2025 年 5 月 22 日实施完毕,根据《关于回购公 司股份方案的公告》《回购报告书》,公司本次以集中竞价交易方式回购股份价 格上限由不超过人民币 44 元/股调整为不超过人民币 43.77 元/股,回购价格调整 起始日为 2025 年 5 月 22 日(除权除息日)。具体内容详见公司于 2025 年 5 月 22 日披露于巨潮资讯网的《关于 2024 年度权益分派实施后调整回购股份价格上 限的公告》。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》等相关规定,上市公司应当在每个月的前三个交易日内,披露 截至上月末的回购进展情况。现将公司回购股份的进展情况公告如下: 一、回购公司股份的进展情况 截至 2025 年 7 月 31 日,公司通过股份回购专用证券账户以集中竞价交易方 式累计回购公司股份 0 股,占公司总股本的 0%,公司暂未实施本次股份回购。 证券代码:301166 证券简称:优宁维 公告编号:2025-061 上海优宁维生物科技股份有限公司 关于回购公司股份的进展公告 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 ...
【私募调研记录】磐耀资产调研优宁维
Zheng Quan Zhi Xing· 2025-07-30 00:11
Group 1 - The core viewpoint of the news is that the private equity firm Panyao Asset has conducted research on a listed company, Youningwei, which operates as a one-stop service provider in the life sciences sector, offering reagents, consumables, instruments, and laboratory services [1] - Youningwei's R&D investment for 2024 is projected to be 62.77 million yuan, representing a year-on-year increase of 7.10% [1] - The company is focusing on expanding its proprietary brand product matrix, which currently has an overall gross margin of approximately 50% [1] - Youningwei anticipates a nearly 30% year-on-year revenue growth for 2024, although its revenue share remains relatively low [1] - The company has utilized 25.99 million yuan to repurchase 927,600 shares and has launched a new share repurchase plan [1] - Youningwei's business is primarily concentrated in the domestic market, but it has established a company in Singapore in 2024 to accelerate the international expansion of its proprietary brand products [1] - The company is pursuing investments and collaborations with potential upstream and downstream targets that have synergistic effects with its existing business, guided by its "two extremes strategy" [1] Group 2 - Panyao Asset Management Co., Ltd. was established on December 4, 2014, with a registered capital of 10 million yuan and holds a private equity license [2] - The firm is headquartered in Shanghai, China, and primarily employs a long-only equity strategy, having launched over 100 products with a cumulative scale exceeding 5 billion yuan [2] - Panyao Asset emphasizes research-driven investment and rigorous scientific processes, aiming for sustainable asset growth and effective risk control [2] - The firm has received multiple awards for its investment strategies and performance, including the 2015 China Sunshine Private Equity Golden Yangtze Award and the 2019 Best Private Equity Fund Company Award [2]
【私募调研记录】中金银海调研优宁维
Zheng Quan Zhi Xing· 2025-07-30 00:11
Group 1 - The core viewpoint of the article highlights that the well-known private equity firm Zhongjin Yinhai has recently conducted research on a listed company, focusing on its growth prospects and strategic initiatives [1] - The company, Youningwei, operates as a one-stop service provider in the life sciences sector, offering reagents, consumables, instruments, and laboratory services, primarily through agency products with a growing range of proprietary brand products [1] - In 2024, the company plans to invest approximately 62.77 million yuan in R&D, representing a year-on-year increase of 7.10%, while its proprietary brand products are expected to contribute to nearly 30% revenue growth [1] Group 2 - The company has a gross margin of about 50% for its proprietary brand products, indicating strong profitability in this segment [1] - Youningwei has initiated a new share repurchase plan, having already used 25.99 million yuan to buy back 927,600 shares [1] - The company is expanding its operations internationally, having established a presence in Singapore in 2024 to accelerate the overseas launch of its proprietary brand products [1]