证券代码：688710 证券简称：益诺思 公告编号：2025-046 上海益诺思生物技术股份有限公司 关于控股子公司业务调整的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、 控股子公司业务调整概述 为进一步优化上海益诺思生物技术股份有限公司（以下简称"公司""上海 益诺思"）产能配置，降低管理成本，提高管理效率和管控能力，结合公司控股 子公司深圳市益诺思生物医药安全评价研究院有限公司（以下简称"深圳益诺 思"）实际经营情况，深圳益诺思将进行业务调整，除存续业务以外不再承接新 业务；同时公司募集资金投资项目已按计划顺利推进，后续新增业务将由上海益 诺思及益诺思生物技术南通有限公司（以下简称"南通益诺思"）承接。具体内 容详见公司于 2025 年 6 月 25 日在上海证券交易所网站（www.sse.com.cn）及指 定信息披露媒体上披露的相关公告。 鉴于深圳益诺思实际运营情况，经审慎评估，公司于 2025 年 12 月 30 日召 开公司第三届董事会第二十二次会议，审议通过《关于深圳益诺思成立清算组的 议案 ...

Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Insights - The domestic innovative drug research and development is experiencing a recovery, with a focus on investment opportunities in the non-clinical safety evaluation sector [4][16] - The non-clinical safety evaluation industry is characterized by high competitive barriers and is expected to see increased demand due to the growth of domestic innovative drug development [5][20] - The pricing of experimental monkeys, crucial for safety evaluations, is expected to rise due to limited supply and increasing demand from innovative drug research [20] Summary by Sections Industry Overview - The closing index for the industry is 8254.26, with a 52-week high of 9323.49 and a low of 6764.34 [2] Recent Market Performance - In the week from December 22 to December 26, 2025, the A-share pharmaceutical and biotechnology sector fell by 0.18%, underperforming the CSI 300 index by 2.13 percentage points [6][22] - The raw material drug sector ranked first in performance among sub-sectors, increasing by 2.05%, while the hospital sector declined by 2.82% [6][22] Industry Perspectives 1. **Innovative Drugs and Industry Chain**: The innovative drug sector is in a continuous correction phase, driven by a retreat from previously optimistic expectations. However, clinical data from recent conferences supports the maturity of domestic innovative drugs [7][24] 2. **Investment Opportunities**: Companies with high certainty and less volatility in business development (BD) expectations are recommended, including Innovent Biologics and 3SBio [9][25] 3. **Medical Devices**: The medical device sector is expected to attract more investment as the pressure from centralized procurement diminishes, with leading companies showing improved performance [10][28] Recommendations - Focus on companies like Zhaoyan New Drug and Yino Science in the non-clinical safety evaluation sector, and consider investment in WuXi AppTec and Tigermed in the CRO and life science services sectors [20][26] - In the medical device sector, companies such as Mindray and Kangli Medical are highlighted for their potential recovery and growth [30][28]

证券之星消息，12月22日国企改革板块较上一交易日上涨0.47%，同大股份领涨。当日上证指数报收于 3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。国企改革板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300321 | 同大股份 | 52.97 | 19.90% | 11.01万 | 5.73亿 | | 002523 | 大桥起車 | 4.35 | 10.13% | 53.40万 | 2.28亿 | | 000070 | 特发信息 | 12.94 | 10.03% | 94.72万 | 12.14亿 | | 002320 | 海峡股份 | 12.62 | 10.03% | 67.90万 | 8.43亿 | | 000551 | 创元科技 | 12.53 | 10.01% | 68.53万 | 8.42亿 | | 601888 | 中国中免 | 91.09 | 10.00% | 88.75万 | 78.34亿 | | 002046 | 国机精 ...

Core Viewpoint - The medical services sector experienced a decline of 1.03% on December 22, with Yinuo leading the drop [1] Group 1: Market Performance - On the same day, the Shanghai Composite Index closed at 3917.36, up by 0.69% [1] - The Shenzhen Component Index closed at 13332.73, up by 1.47% [1] Group 2: Capital Flow - The medical services sector saw a net outflow of 856 million yuan from main funds, while retail investors contributed a net inflow of 671 million yuan [1] - Speculative funds recorded a net inflow of 185 million yuan into the medical services sector [1]

（编辑 丛可心） 证券日报网讯 12月19日晚间，益诺思发布公告称，股东上海翱鹏企业管理中心（有限合伙）计划自 2026年1月14日至2026年4月13日，通过集中竞价方式减持不超过1，409，796股，占公司总股本 1.00%，减持股份来源为IPO前取得。 ...

| | | 12月22日A股投资避雷针 | | --- | --- | --- | | 类别 | 公司 | 主要内容 | | 股东减持 | 三维通信 | 董事长及总经理李越伦拟减持不超过1. 4906%股份 | | | 华数传媒 | 西湖电子集团拟减持不超过1%股份 | | | 苏州天脉 | 32号员工战略配售资管计划拟减持不超过1.99%股份 | | | 鼎信通讯 | 王天宇拟减持不超过3%股份 | | | 益诺思 | 翱鹏合伙拟减持不超过140.98万股公司股份 | | | 爱柯迪 | 香港领拓拟减持不超过2.9882%公司股份 | | | 同益股份 | 董事长邵羽南拟减持不超过2.66%股份 | | | 永福股份 | 控股股东拟减持不超过3%股份 | | | 远望谷 | 实际控制人徐玉锁拟减持不超3%股份 | | | 矩光科技 | 股东拟合计减持不超过131. 13万股公司股份 | | | 永鼎股份 | 永鼎集团合计减持1896. 7万股公司股份 | | | 航天工程 | 国创基金减持94.90万股公司股份 | | | 三元股份 | 复星创泓减持1589.77万股公司股份 | | 其他 | 卓然股份 | ...

Core Viewpoint - On December 19, a total of 13 A-share listed companies disclosed plans for share reductions, with no companies announcing share increases on the same day [1] Group 1: Companies and Their Reduction Plans - Longxin Zhongke: Multiple shareholders plan to reduce their holdings by no more than 0.89% [2] - Yiwei Communication: Actual controller Li Yuelun intends to reduce holdings by no more than 1.49% [2] - Huashu Media: Shareholder Xihu Electronics Group plans to reduce holdings by no more than 1% [2] - Huaying Technology: Shareholder China Display Technology (Baimu Da) will passively reduce holdings by no more than 0.36% [2] - Dingxin Communication: Shareholder Wang Tianyu plans to reduce holdings by no more than 3% [2] - Baili Technology: Directors and executives intend to reduce holdings by no more than 0.0186% [2] - Suzhou Tianmai: Shareholder plans to reduce holdings by no more than 1.99% [2] - Yongfu Co.: Controlling shareholder plans to reduce holdings by no more than 3% [2] - Tongyi Co.: Controlling shareholder, directors, and senior management are reducing shares [2] - Aikedi: Shareholder Hong Kong Lingtai and its concerted parties plan to reduce holdings by no more than 3% [2] - Yuanwang Valley: Shareholder Xu Yusuo intends to reduce holdings by no more than 3% [2] - Nengzhun: Shareholder Aopeng Partnership plans to reduce holdings by no more than 1% [2] - Juguang Technology: Shareholder plans to reduce holdings by no more than 1.46% [2]

Core Viewpoint - On December 19, 13 A-share listed companies disclosed plans for share reductions, with no companies announcing share increases on the same day [1][3]. Summary by Category Share Reduction Plans - Longxin Zhongke: Multiple shareholders plan to reduce their holdings by no more than 0.89% [2][4] - Sanwei Communication: Actual controller Li Yuelun plans to reduce holdings by no more than 1.49% [2][4] - Huashu Media: Shareholder Xihubei Electronics Group plans to reduce holdings by no more than 1% [2][4] - Huaying Technology: Shareholder China Display (Bermuda) plans to reduce holdings by no more than 0.36% [2][4] - Dingxin Communication: Shareholder Shitianyu plans to reduce holdings by no more than 3% [2][4] - Baili Technology: Directors and executives plan to reduce holdings by no more than 0.0186% [2][4] - Suzhou Tianmai: Shareholders plan to reduce holdings by no more than 1.99% [2][4] - Yongfu Co.: Controlling shareholder plans to reduce holdings by no more than 3% [2][4] - Tongyi Co.: Controlling shareholders, directors, and senior management are reducing holdings [2][4] - Aikedi: Shareholder Hong Kong Lingtai and its concerted parties plan to reduce holdings by no more than 3% [2][4] - Yuanwanggu: Shareholder Xu Yusuo plans to reduce holdings by no more than 3% [2][4] - Yinuosi: Shareholder Aopeng Partnership plans to reduce holdings by no more than 1% [2][4] - Juguang Technology: Shareholders plan to reduce holdings by no more than 1.46% [2][4]

公告显示，翱鹏合伙为公司员工持股平台，公司部分董事、高级管理人员及核心技术人员通过该员工持 股平台间接持有公司股份。翱鹏合伙持有益诺思股份1741.24万股，占公司总股本的12.35%。 北京商报讯（记者 丁宁）12月19日晚间，益诺思（688710）发布公告称，上海翱鹏企业管理中心（有 限合伙）（以下简称"翱鹏合伙"）计划自公告披露之日起15个交易日后的3个月内，通过集中竞价交易 方式减持其所持有的公司股份数量不超过140.98万股，占公司总股本的比例不超过1%。 ...

Core Viewpoint - Yinos (688710.SH) announced a share reduction plan by its shareholder, Aopeng Partnership, which will take place within a specified timeframe [1] Group 1: Share Reduction Plan - Aopeng Partnership plans to reduce its holdings by no more than 1.40 million shares, which represents up to 1.00% of the company's total share capital [1] - The reduction will occur through centralized bidding transactions starting 15 trading days after the announcement [1] - The total number of shares reduced within any continuous 90-day period will not exceed 1.00% of the company's total shares [1]