（文章来源：证券日报） 证券日报网讯 2月11日，博雅生物在互动平台回答投资者提问时表示，公司二级市场股票价格受到宏观 环境、行业政策、投资者风险偏好等因素影响，敬请投资者理性投资，注意投资风险。 ...

业绩方面，2024年以来，华润医药归母净利润持续下滑。2024年，华润医药实现营收约2577亿元，同比 增长5.3%；归母净利润约33.51亿元，同比下滑13.06%。2025年上半年，实现营收约1319亿元，同比增 长2.54%；同期归母净利润约20.77亿元，同比下滑20.30%。 据企查查，截至2026年2月10日，华润医药及其子公司华润医药投资共持有天麦生物科技23.75%股权。 其中，华润医药投资直接持股20%，系天麦生物科技的第一大股东。 此次华润医药出售其持有的天麦生物科技大部分股份，业内认为，一方面，是华润系聚焦主业剥离非核 心资产之举，另一方面，天麦生物科技重点布局的口服胰岛素上市失败也是影响因素之一。 2025年12月29日，国家药监局网站显示，天麦生物科技参股公司合肥天汇生物科技有限公司申请的重组 人胰岛素肠溶胶囊（ORMD-0801）收到药品通知件，即未能获批上市。ORMD-0801是重组人胰岛素肠 溶胶囊，口服给药，用于需要用胰岛素的糖尿病患者的治疗。该品种最初由Oramed Pharmaceutical Inc. 研发，从2015年底开始，天麦生物与Oramed Pharmaceu ...

来源：市场资讯 （来源：动脉新医药） 也许正是看到天麦生物聚焦的巨大的糖尿病市场，以及其口服胰岛素可能带来的巨大突破，2016年，华 润医药与天麦生物签署战略合作协议并完成投资，但公开资料中未明确披露此次投资的具体金额。根据 后续公开信息，华润医药通过此次投资成为天麦生物重要股东，持股比例一度达20%。 但2017年底，华润医药将所持天麦生物14.12%股权以约11.47亿港元的公允价值出售。这一操作是基于 当时华润医药与天麦生物主要股东签订的股份认购协议中的相关条款，因天麦生物在2017年12月31日仍 未取得GMP证书，触发了股权出售条件。后续该股权通过产权交易所进行了公开转让程序。不过在 2020年，华润医药曾发文显示，还持有天麦生物23.75%股份，推测是其2017年出售股份后又增持了。 2月9日，华润医药公告，其全资附属公司华润医药投资已启动潜在出售华润医药投资及其附属公司所持 有天麦生物的约17.87%股权，其将通过上海联合产权交易所进行公开挂牌，挂牌底价约为人民币14.2亿 元。 天眼查数据显示，天麦生物股权结构较为多元，共涉及21家股东。其中，华润医药投资直接持有天麦生 物20%股权，实缴出资 ...

证券日报网讯 2月9日，博雅生物在互动平台回答投资者提问时表示，公司坚定践行华润"1246"模式， 以"四个重塑"为抓手，在复杂多变的市场环境中攻坚克难。自2021年华润医药控股以来，公司在原料血 浆端拓展、终端掌控、研发创新、国际化等方面均保持稳健发展，具体经营情况及财务状况请参阅公司 公告。截至目前，公司暂无迁址至北京或上海计划。 （文章来源：证券日报） ...

格隆汇2月9日丨博雅生物(300294.SZ)在投资者互动平台表示，公司坚定践行华润"1246"模式，以"四个 重塑"为抓手，在复杂多变的市场环境中攻坚克难。自2021年华润医药控股以来，公司在原料血浆端拓 展、终端掌控、研发创新、国际化等方面均保持稳健发展，具体经营情况及财务状况请参阅公司公告。 截至目前，公司暂无迁址至北京或上海计划。 ...

Core Insights - The article highlights the fundraising activities of various investment funds in January 2026, with a total of 17 fundraising events amounting to over 270 billion RMB [2]. Fundraising Activities - Hengxu Capital completed the first closing of its fourth flagship fund, raising over 2 billion RMB, with a target final closing of 3.5 billion RMB [5][7]. - Dongfang Jiafu National SME Development Sub-Fund successfully completed its first closing of 1.6 billion RMB, with a total target of 2 billion RMB, focusing on advanced manufacturing, new materials, and health sectors [8][9]. - Zhangzhou Capital Operations Group and CICC established a healthcare fund with a total scale of 1 billion RMB, targeting traditional Chinese medicine and biomedicine [10][11]. - China Resources Capital launched a 1 billion RMB fund focused on chemical innovation drugs and high-end medical devices [12]. - Caitong Capital's two funds completed expansion, raising over 2.4 billion RMB to support the development of Taizhou Bay New Area [13]. - Kaibo Capital's Kaibo Nord Energy Storage Fund completed registration with a scale of 400 million RMB, focusing on independent energy storage projects [14][15]. - Deth Capital initiated a 500 million RMB fund aimed at the cultural and film sectors [18]. - The Baiyin Specialty Industry Fund, managed by Jincheng Capital, successfully registered with a scale of 200 million RMB, focusing on local specialty industries [19][20]. - Guangzhou Industrial Control Group launched a 1 billion RMB fund to support early-stage technology companies [21]. - Hushan Capital's new fund focusing on AI and semiconductor industries completed its first closing at 400 million RMB [22]. - Hubei Port and Shipping Development Fund completed expansion, reaching a scale of 2.8 billion RMB [24]. - Luxin Venture Capital initiated a 1 billion RMB fund targeting the artificial intelligence sector [26][27]. - Electric Science Investment established a 2 billion RMB electronic basic industry fund [28]. - Shangcheng Capital launched a 10 billion RMB fund to support AI and embodied intelligence industries [29]. - Beigong Investment and Jizhi Future established a 200 million RMB venture capital fund focusing on AI and new information technology [30]. - SPD Bank launched the "Puchuang Huazhang" science and technology direct investment fund with a scale of 500 million RMB [32][33]. - The "Golden Seed" fund for university student entrepreneurship was established with a scale of 45 million RMB [34][35].

Group 1: Company Overview and Strategy - The company aims to strengthen its position as the only blood product platform within the China Resources Health sector during the 14th Five-Year Plan, focusing on "doing strong, optimizing, and expanding" [3] - The strategy includes enhancing plasma collection, terminal control, R&D innovation, and exploring international markets [3][4] Group 2: Plasma Collection and Growth Projections - The total plasma collection for 2025 is projected to be approximately 662 tons, representing a year-on-year growth of about 5% [4] - The integration of Green Cross (China) is expected to yield a plasma collection growth rate exceeding 10%, with an absolute increase of over 10 tons [4] Group 3: Product Development and Regulatory Approvals - The company has received production approvals for 10% intravenous immunoglobulin and tetanus immunoglobulin, with clinical trials for 20% subcutaneous immunoglobulin progressing steadily [3][5] - High-concentration intravenous immunoglobulin (pH4) has been officially approved for sale as of May 2025 [5][6] Group 4: Market Dynamics and Pricing Strategy - Blood product prices are anticipated to face downward pressure due to market competition, with price adjustments expected in 2026 following the Guangdong alliance procurement [8] - The company plans to enhance terminal control and refine management of agents to improve market influence and brand recognition [8] Group 5: Expansion and Regulatory Challenges - The number of plasma collection stations has significantly increased during the 14th Five-Year Plan, but growth may slow during the 15th Five-Year Plan due to rising industry concentration [9] - The establishment of new plasma stations is subject to government approvals, which introduces uncertainty [9] Group 6: Business Focus and Divestitures - The company has decided to focus solely on blood product development, transferring 80% of the equity in Boya Xinhao, which will no longer be included in the consolidated financial statements [10][11]

北京商报讯(记者王寅浩宋雨盈)2月3日，派林生物（000403）发布公告称，公司全资子公司广东双林生 物制药有限公司收到国家药品监督管理局核准签发的静注人免疫球蛋白药品补充申请《受理通知书》， 2.5g/瓶、5g/瓶和10g/瓶的静注人免疫球蛋白的境内生产药品补充申请获受理。 根据公告，静注人免疫球蛋白主要适应症包括原发性免疫球蛋白缺乏症、继发性免疫球蛋白缺陷病以及 自身免疫性疾病。目前国内拥有静注人免疫球蛋白(5g/瓶，10%，50ml)上市批件的企业包括成都蓉生药 业有限责任公司、贵州泰邦生物制品有限公司以及华润博雅生物（300294）制药集团股份有限公司。 ...

证券日报网讯2月2日，博雅生物（300294）在互动平台回答投资者提问时表示，公司2026年1月30日含 信用账户合并名册的股东人数为32246户。 ...

Core Viewpoint - China Resources Pharmaceutical (03320) experienced a nearly 3% decline in stock price, currently trading at HKD 4.46 with a transaction volume of HKD 25.16 million, following the profit forecast announcement from its subsidiary, China Resources Boya Biological (300294) [1] Group 1: Financial Performance - China Resources Boya Biological announced a profit forecast for the year ending December 31, 2025, estimating a net profit attributable to shareholders of approximately RMB 105 million to RMB 136.5 million, a significant decrease from the previous year's net profit of approximately RMB 397 million [1] - The forecast indicates an expected net loss attributable to shareholders, excluding non-recurring gains and losses, ranging from RMB 7.5 million to RMB 15 million, compared to a net profit of approximately RMB 302 million in the same period last year [1] Group 2: Business Challenges - The blood products business of China Resources Boya Biological is facing challenges due to factors such as expanded centralized procurement, DRG/DIP reforms, medical insurance cost control, and stringent regulation of reasonable drug use, leading to a reduction in clinical prescriptions and demand [1] - Increased market competition has resulted in a year-on-year decline in the gross profit margin of the blood products business during the reporting period [1]