Group 1 - Lingyun Optics' actual controller promises not to reduce shareholdings for 12 months starting from July 7, 2025 [1] - Chengdi Xiangjiang's subsidiary signed a contract with China Mobile for a data center project worth 1.632 billion yuan, with a 92-day construction period starting April 30, 2025 [1] - Dingyang Technology launched a high-end arbitrary waveform generator with a maximum output frequency of 5 GHz, catering to communication, industrial, and research testing needs [2][3] Group 2 - Heng Rui Medicine completed a share repurchase plan, buying back 12.9051 million shares for 601 million yuan, representing 0.20% of total shares [4][5] - ST Xiangxue received approval for clinical trials of TAEST1901 injection for treating advanced gastric cancer [5] - Yuyue Medical's subsidiary received EU MDR certification for its AED product, valid until May 11, 2030 [6][7] Group 3 - HNA Holding reported a 10.33% year-on-year increase in passenger revenue kilometers for April [8] - Springhui Zhikong's subsidiary terminated its listing on the National Equities Exchange and Quotations [9] - Delin Hai's shareholder plans to reduce holdings by up to 3%, equating to 3.39 million shares [10] Group 4 - Weiye Co. announced that two shareholders plan to reduce their holdings by up to 2% [12] - Green Alliance Technology's major shareholder intends to reduce holdings by up to 3% [14] - Luzhou Development Group increased its stake in Luzhou Tianhua by 1.02%, acquiring 15.9557 million shares [16] Group 5 - Hualan Pharmaceutical's subsidiary plans to acquire a 42.82% stake in Sanjing Qianhe for 23.446 million yuan [17] - Ganfeng Lithium's directors and executives plan to invest 30.8 million yuan in Shenzhen Yichu [19] - Zhonghong Medical's subsidiary is expected to be selected for a centralized procurement project [20] Group 6 - Jinkai Biotechnology's Blue Zone Fund plans to reduce holdings by up to 3% [21] - Hangxin Technology's former controlling shareholder intends to reduce holdings by up to 3% [22] - Galaxy Magnet's director plans to reduce holdings by up to 0.79% [23] Group 7 - Zhuoyue Technology's controlling shareholder's shares will be auctioned due to judicial proceedings [24] - Xinwufeng is forming a joint venture with France's Coplison Group with a registered capital of 80 million yuan [25] - Zhongcheng Co. is planning to issue shares to acquire 100% of a clean energy company, leading to a temporary stock suspension [26][27]

Group 1: Company Performance - The significant growth in Q1 2025 performance is attributed to enhanced service capabilities, increased R&D investment, and concentrated order deliveries [2] - Future performance may experience volatility due to macroeconomic factors, industry developments, and trade policy uncertainties [2] Group 2: Impact of U.S. Tariff Policies - U.S. tariff policies may affect the company's overseas business, particularly as the company primarily exports products [3] - The company has developed specialized CDMO services and has a mature R&D, production, and sales system, which provides some resilience against tariff risks [3] Group 3: U.S. Production Base - The U.S. production base in Wisconsin has passed FDA cGMP inspections and focuses on GMP intermediates and API products [3] - Plans for 2025 include upgrading the Wisconsin facility to expand capacity and enhance service capabilities, leveraging its strategic location for business growth [3]

金凯（辽宁）生命科技股份有限公司 2024 年度持续督导跟踪报告 | 保荐人名称：中信建投证券股份有限公司 | 上市公司简称：金凯生科 | | --- | --- | | 保荐代表人姓名：逯金才 | 联系电话：010-5605 2488 | | 保荐代表人姓名：张林 | 联系电话：010-5605 1430 | 一、保荐工作概述 中信建投证券股份有限公司关于 三、公司及股东承诺事项履行情况 | 公司及股东承诺事项 | 是否履行承诺 | 未履行承诺的原因及解决措施 | | --- | --- | --- | | 首次公开发行时所做的承诺 | 是 | 不适用 | 四、其他事项 | 报告事项 | 说明 | | --- | --- | | 1.保荐代表人变更及其理由 | 不适用 | | 2.报告期内中国证监会和本所对保荐人或者其保 | （1）2024 年 1 月，中信建投证券因 | | 荐的公司采取监管措施的事项及整改情况 | 在保荐芯天下 IPO 项目过程中，未对发 | | | 行人所处市场情况及同行业可比公司 | | | 情况予以充分关注并核查发行人对终 | | | 端客户的销售情况，对发行人业绩预计 | | | ...

截至5月13日收盘，阿尔茨海默概念上涨1.74%，位居概念板块涨幅第5，板块内，24股上涨，华大基 因、迪安诊断、美年健康等涨幅居前，分别上涨14.55%、8.27%、6.72%。跌幅居前的有*ST双成、金凯 生科、联影医疗等，分别下跌4.96%、1.15%、0.80%。 今日涨跌幅居前的概念板块 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300676 | 华大基 因 | 14.55 | 5.13 | 12606.52 | 10.91 | | 000766 | 通化金 马 | 4.09 | 4.77 | 7912.36 | 9.04 | | 600789 | 鲁抗医 药 | 2.26 | 11.15 | 6213.39 | 5.96 | | 688068 | 热景生 物 | 2.40 | 3.98 | 3651.30 | 9.40 | | 002044 | 美年健 康 | 6.72 | 5.71 | 3326.88 ...

A股出海概念延续近期强势，服装、家居方向领涨，盛泰集团、皮阿诺、华纺股份、浙江正特、迎丰股 份涨停，美之高、太湖雪双双涨超20%，恒泰照明、有棵树、致欧科技、赛维时代涨超10%。 ...

Core Viewpoint - The overseas concept continues to show strong performance, particularly in the apparel and home furnishing sectors, with several stocks reaching their daily limit up [1] Group 1: Stock Performance - Sheng Tai Group, Pi'ano, Huafang Co., Zhejiang Zhengte, and Yingfeng Co. all hit the daily limit up [1] - Meizhi Gao and Taihu Xue both surged over 20% [1] - Hengtai Lighting, Youkeshu, Zhiou Technology, and Saiwei Times all increased by more than 10% [1]

Group 1 - The A-share cross-border e-commerce sector experienced a significant rise at the beginning of trading, with stocks such as Kuaishangtong and Shengtong Co. hitting the daily limit for gains [1] - Taihu Snow saw an increase of over 9%, indicating strong market interest and performance in the sector [1] - Other companies like Zhongfangbiao and Zhongbai Group also experienced upward movement, reflecting a broader positive trend in the cross-border e-commerce industry [1]

Market Overview - The Shanghai Composite Index is at 3305.11 points, above the annual line, with an increase of 0.80% [1] - The total trading volume of A-shares is 646.819 billion yuan [1] Stocks Breaking Annual Line - A total of 233 A-shares have surpassed the annual line today [1] - Notable stocks with significant deviation rates include: - Jinkai Biological Science and Technology (10.11%) - Disen Power (9.84%) - Hanbo High-tech (8.84%) [1] Stock Performance Details - The top stocks with their respective performance metrics are as follows: - Jinkai Biological: Price increased by 10.32%, turnover rate 13.55%, latest price 33.02 yuan [1] - Disen Power: Price increased by 10.04%, turnover rate 1.77%, latest price 4.93 yuan [1] - Hanbo High-tech: Price increased by 9.42%, turnover rate 3.54%, latest price 15.33 yuan [1] - Other notable stocks include: - Jiashitang (9.97%, 3.57%, 13.13 yuan) - Sanmu Group (9.94%, 7.78%, 3.54 yuan) [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the annual line include: - Yongqing Environmental Protection - Dongjian Technology - Aishide [1]

Group 1: Financial Performance - In 2024, the company achieved a revenue of 497.01 million yuan and a net profit of 38.61 million yuan, both showing a significant decline year-on-year [6][7] - In Q1 2025, the company reported a revenue of 176.34 million yuan and a net profit of 47.42 million yuan, indicating a substantial recovery due to prior adjustments and concentrated order deliveries [7] Group 2: Strategic Adjustments - The company has made strategic adjustments in response to adverse international trade policies, enhancing service capabilities and increasing R&D investments [2][3] - To mitigate risks from U.S. tariff policies, the company plans to upgrade its production base in Wisconsin, USA, by expanding capacity and improving service capabilities [3][10] Group 3: Environmental Commitment - In 2024, the company invested 41.50 million yuan in environmental protection, purchasing 14,925,000 kWh of green electricity, resulting in a reduction of CO2 emissions by 13,013,107.50 kg [4][5] Group 4: Market Outlook and Risks - The company acknowledges uncertainties in overseas business due to tariff policies, which may affect order acquisition and delivery cycles [5][8] - The global pharmaceutical market is expected to continue growing, with increasing demand for CDMO services, presenting potential growth opportunities for the company [8][13] Group 5: Shareholder Relations - The company emphasizes its commitment to protecting shareholder interests and will disclose any significant shareholding changes in accordance with regulations [8][13] - A cash dividend of 4 yuan per 10 shares is proposed for 2024, amounting to 48.18 million yuan, which exceeds the net profit for that year [13]