截止公告披露日，股东苏州纳卓持有纳微科技股份11,506,572股，占纳微科技总股本的2.85%；股东苏 州纳研持有纳微科技股份25,756,713股，占纳微科技总股本的6.38%。股东苏州纳卓、苏州纳研及其一 致行动人深圳纳微科技有限公司、江必旺所持纳微科技股份比例由43.98%减少至42.94%，触及1%的整 数倍。截至目前，减持计划尚未实施完毕。 纳微科技的实际控制人为江必旺、陈荣姬。江必旺，美国国籍。陈荣姬，美国国籍。 中国经济网北京8月1日讯纳微科技(688690.SH)昨日晚间发布公告称，2025年7月31日，公司收到股东苏 州纳卓管理咨询合伙企业(有限合伙)(以下简称"苏州纳卓")、苏州纳研管理咨询合伙企业(有限合伙)(以 下简称"苏州纳研")发来的《关于减持股份暨权益变动触及1%刻度的告知函》。 股东苏州纳卓、苏州纳研于2025年7月23日至2025年7月31日期间通过集中竞价及大宗交易方式累计减持 所持有的纳微科技股份4,211,715股。 2025年7月23日至2025年7月31日期间，纳微科技的加权均价为27.434元/股，以此计算，苏州纳卓、苏 州纳研本次减持纳微科技的金额合计约为1. ...

Summary of Key Points Core Viewpoint - As of July 31, significant shareholder activities were observed, with six stocks experiencing increases in holdings and eight companies facing reductions in shareholder stakes [1] Group 1: Shareholder Increases - Six stocks had important shareholders increase their holdings, indicating potential confidence in these companies [1] - Specifically, Nanshan Energy Storage saw an increase of 13.859 million shares, with a total investment amounting to 138 million yuan [1] Group 2: Shareholder Reductions - Eight listed companies experienced significant shareholder reductions, which may signal concerns or strategic shifts [1] - Nawei Technology faced a reduction of 4.2117 million shares, with a decrease in investment totaling 11.6 million yuan [1]

本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 证券代码：688690 证券简称：纳微科技 公告编号：2025-026 苏州纳微科技股份有限公司 关于持股5%以上股东权益变动 触及1%刻度的提示性公告 股东苏州纳卓管理咨询合伙企业（有限合伙）、苏州纳研管理咨询合伙企业（有限 合伙）及一致行动人江必旺、深圳市纳微科技有限公司保证向本公司提供的信息真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 | 深圳市纳微 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 科技有限公 | 7,140.6992 | 17.68 | 7,140.6992 | 17.68 | / | / | | 司 | | | | | | | | 合计 | 17,759.8227 | 43.98 | 17,338.6512 | 42.94 | -- | -- | 注：以上数据如有差异，系按照四舍五入保留两位小数所致。 三、 其他说明 | | 控股股东/实际控制人及其一致行动人 □其他 5% ...

Core Insights - The Sci-Tech Innovation Board (STAR Market) has raised over 1.1 trillion yuan in total IPO and refinancing funds in its six years, with Jiangsu enterprises leading the way [1] - The number of Jiangsu companies listed on the STAR Market has grown from 5 to 114, making it the largest group in the country, with a total market capitalization exceeding 1 trillion yuan and cumulative fundraising surpassing 189.8 billion yuan [1][10] - Strategic emerging industries such as biomedicine, integrated circuits, and new energy are advancing simultaneously, showcasing the strong synergy between capital and industry in Jiangsu [1] Fundraising and Corporate Growth - The STAR Market's efficient and transparent mechanisms align well with the innovative characteristics of companies like Suzhou Huaxing Yuan Chuang Technology Co., Ltd., which became the first listed company on the STAR Market [2][3] - Huaxing Yuan Chuang raised 880 million yuan for investments in flat panel display and semiconductor testing production lines, establishing itself as an industry leader [2] - Other companies, such as Suzhou Nano Micro Technology Co., Ltd., have also leveraged STAR Market fundraising to enhance their R&D capabilities and expand their business [3] R&D Investment and Patent Accumulation - Jiangsu STAR Market companies have invested over 20 billion yuan in R&D and hold more than 20,000 patents, indicating strong technological capabilities [5] - Companies like Nanjing Mailland Medical Technology Co., Ltd. have seen significant growth, with R&D expenditures consistently representing a substantial portion of their revenue [5] - Suzhou Naxin Microelectronics Co., Ltd. has focused on the automotive sensor and signal chain industries, achieving a high R&D investment ratio and accumulating numerous patents [6][7] Government Support and Ecosystem Development - The development of STAR Market companies in Jiangsu is supported by government policies that provide financial assistance and resources for high-tech enterprises [8][9] - Various cities in Jiangsu have implemented distinct support measures, such as Suzhou's comprehensive nurturing system for potential listed companies and Nanjing's innovative financial service stations [9][10] - As of June 30, 2023, Jiangsu has 251 companies in the IPO counseling stage, accounting for 16% of the national total, with a significant portion of these being STAR Market candidates [10] Future Outlook - The STAR Market "Jiangsu Legion" is poised for further growth, aiming to convert laboratory patents into market value and enhance its overall innovation capabilities [11]

Overview - Magnetic Solid-Phase Extraction (MSPE) technology has significant advantages over traditional solid-phase extraction in terms of processing efficiency, automation, operational costs, and experimental data stability [1][12] - The market for MSPE in China is projected to reach 2.45 billion yuan in 2024, with a year-on-year growth of 11.46% [1][12] Technology Background - MSPE utilizes magnetic or magnetizable materials as adsorbents, allowing for easy separation and large mass transfer area [2][4] - The number of patent applications related to MSPE in China is expected to exceed 25 in 2024, marking a peak in the last decade [6] Industry Chain - The upstream of the MSPE industry includes suppliers of magnetic nanomaterials, surface modifiers, and chemical reagents, while the downstream applications cover food safety testing, soil pollutant detection, drug analysis, clinical in vitro diagnostics (IVD), and forensic toxicology [8] - In food safety, MSPE is used to detect various contaminants in samples such as oils, milk, honey, beverages, and meat products [8] Competitive Landscape - The MSPE market in China features both domestic and international companies, with domestic firms rapidly emerging to replace imports [14] - Key international players include Thermo Fisher Scientific, PerkinElmer Inc., and Agilent Technologies Inc., while domestic companies like Suzhou Aijie Boya Technology Co., Ltd. and Nanjing Aidi Mai Technology Co., Ltd. are gaining market share [14] Development Trends - Future research will focus on the functionalization of magnetic materials, leading to the development of new magnetic nanomaterials with high adsorption capacity and selectivity [16] - The integration of MSPE with automated sampling systems and microfluidic chips is expected to enhance automation and efficiency in sample processing [16]

| 变动前股数 | | 变动前比例 | | 变动后股数 | 变动后 | | | 权 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 益变动的 | | | | | | | | | | 投资者名称 | | | | | 权益变动方式 | | | | | （万股） | （万股） | （%） | | | 比例（%） | | | 时间 | | 区间 | | | | | | | | | | | 发生直接持股变动的主体： | | | | | | | | | 苏州纳卓管 | | | | | 集中竞价 ? | | | | | 理咨询合伙 | | | | | ? 大宗交易 | | | 2025/6/4- | | 企业（有限合 | | | | | 其他：____（请 | | | 2025/7/22 | | 伙） | | | | | 注明） | | | | | 苏州纳研管 | | | | | 集中竞价 ? | | | | | 理咨询合伙 | | | | | 大宗交易 ? | | | 2025/6/4- | | 企业（有限合 | | | | | 其他：____（请 ...

证券代码：688690 证券简称：纳微科技 公告编号：2025-025 2025 年 7 月 22 日，公司收到股东苏州纳卓管理咨询合伙企业（有限合伙） （以下简称"苏州纳卓"）、苏州纳研管理咨询合伙企业（有限合伙）（以下简称 "苏州纳研"）发来的《关于减持股份暨权益变动触及 1%刻度的告知函》，股东 苏州纳卓、苏州纳研于 2025 年 6 月 4 日至 2025 年 7 月 22 日期间通过集中竞价 及大宗交易方式累计减持所持有的公司股份 1,275,000 股。截止本公告披露日， 股东苏州纳卓持有公司股份 13,612,500 股，占公司总股本的 3.37%；股东苏州 纳研持有公司股份 27,862,500 股，占公司总股本的 6.90%。股东苏州纳卓、苏 州纳研及其一致行动人深圳纳微科技有限公司、江必旺所持公司股份比例由 44.30%减少至 43.98%，触及 1%的整数倍。截至目前，减持计划尚未实施完毕。 具体情况如下： | 投资者名称 | 变动前股数 | 变动前比例 | 变动后股数 | 变动后 | 权益变动方式 | | 权益变动的 | | --- | --- | --- | --- | --- | ...

Core Viewpoint - The report highlights a positive performance in the pharmaceutical sector, particularly in the innovative drug industry, driven by ongoing licensing agreements and supportive domestic policies [3]. Fund Performance - The fund reported a profit of 26.97 million yuan in Q2 2025, with a weighted average profit per fund share of 0.0627 yuan [2]. - The fund's net asset value (NAV) growth rate for Q2 was 7.62%, and the fund size reached 375 million yuan by the end of Q2 [2][16]. - As of July 18, the fund's unit NAV was 0.96 yuan [2]. - The fund's performance over the past three months showed a NAV growth rate of 14.74%, ranking 112 out of 138 comparable funds [4]. - Over the past six months, the fund's NAV growth rate was 25.40%, ranking 100 out of 138 [4]. - The one-year NAV growth rate was 24.99%, also ranking 100 out of 133 [4]. - The three-year NAV growth rate was 4.99%, ranking 46 out of 107 [4]. Investment Strategy - The fund manager expressed optimism about the innovative drug sector, indicating a shift from a general revaluation phase to a stage where actual performance and partnerships will be tested [3]. - The strategy includes a "barbell" approach, focusing on high-probability or high-return innovative drug companies [3]. - The fund is also looking at sectors with strong performance, such as orthopedics and upstream innovative drugs, while making early allocations in improving sectors like medical devices [3]. - New technologies like AI and brain-computer interfaces are expected to transform the healthcare system, although short-term financial impacts on related companies may be limited [3]. Risk and Return Metrics - The fund's three-year Sharpe ratio was 0.1406, ranking 41 out of 105 comparable funds [9]. - The maximum drawdown over the past three years was 29.8%, ranking 97 out of 106 [11]. - The fund's average stock position over the past three years was 85.43%, slightly below the comparable average of 86.95% [14].

AI基金博时健康生活混合A（012086）披露2025年二季报，第二季度基金利润987.73万元，加权平均基金份额本期利润0.0429元。报告期内，基金净值增长 率为7.41%，截至二季度末，基金规模为1.4亿元。 截至7月18日，博时健康生活混合A近三个月复权单位净值增长率为15.09%，位于同类可比基金111/138；近半年复权单位净值增长率为25.43%，位于同类可 比基金99/138；近一年复权单位净值增长率为25.95%，位于同类可比基金97/133；近三年复权单位净值增长率为-12.42%，位于同类可比基金74/107。 通过所选区间该基金净值增长率分位图，可以观察该基金与同类基金业绩比较情况。图为坐标原点到区间内某时点的净值增长率在同类基金中的分位数。 该基金属于偏股混合型基金，长期投资于医药医疗股票。截至7月18日，单位净值为0.67元。基金经理是陈西铭，目前管理3只基金近一年均为正收益。其 中，截至7月18日，博时健康生活混合A近一年复权单位净值增长率最高，达25.95%；博时医疗保健混合A最低，为11.62%。 基金管理人在二季报中表示，我们仍然看好创新药板块行情，认为行情已从所有创新药公 ...

Group 1 - The pharmaceutical sector is showing strong performance, particularly in innovative drugs, generic drugs, and animal vaccines, driven by the recent policy changes from the National Healthcare Security Administration [1] - The 11th batch of drug procurement initiated by the National Healthcare Security Administration excludes innovative drugs from the procurement scope, which is expected to protect the profit margins of innovative drug companies [1] - The CXO and research service sectors have seen significant gains, with companies like WuXi AppTec and Boteng Co. reporting substantial Q2 performance increases, indicating a positive trend in the sector [1] Group 2 - The innovative drug sector is identified as the most clearly defined and growth-oriented sub-industry within the pharmaceutical sector, with a recommendation to actively embrace and allocate resources to this area [2] - The rapid growth of License Out transactions is providing substantial cash flow for innovative drug companies, supporting their core pipelines in overseas markets [2] - There is an expectation for continued domestic market share growth for Chinese innovative drugs due to policy support and improved product capabilities, despite foreign companies holding a significant portion of the market [2]