Porton(SZ:300363) Xin Lang Cai Jing·2025-09-23 02:59Group 1 - The core point of the news is that 博腾股份 (Boten Co., Ltd.) experienced a decline of 5.04% in its stock price, reaching 25.06 yuan per share, with a trading volume of 3.05 billion yuan and a turnover rate of 2.37%, resulting in a total market capitalization of 136.69 billion yuan [1] - 博腾股份 is located in Chongqing and was established on July 7, 2005, with its IPO on January 29, 2014. The company specializes in CDMO (Contract Development and Manufacturing Organization) services for chemical raw materials, chemical formulations, and biological products, including gene and cell therapies [1] - The revenue composition of 博腾股份 includes 66.81% from late-stage clinical and commercialization business, 25.76% from early-stage clinical business, 7.11% from emerging business, and 0.32% from other supplementary sources [1] Group 2 - 天弘基金 (Tianhong Fund) has a significant stake in 博腾股份, with its fund 天弘医药创新A (010654) being one of the top ten circulating shareholders. In the second quarter, it reduced its holdings by 513,900 shares, now holding 6.398 million shares, which accounts for 1.28% of the circulating shares [2] - The fund 天弘医药创新A (010654) was established on December 2, 2020, with a latest scale of 707 million yuan. It has achieved a return of 65.45% this year, ranking 432 out of 8172 in its category, and a return of 91.51% over the past year, ranking 853 out of 7995 [2] - The fund manager of 天弘医药创新A is 郭相博, who has been in the position for 7 years and 251 days, managing a total fund asset of 1.243 billion yuan, with the best return during his tenure being 57.37% and the worst being 7.78% [2]