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生物制品板块11月6日跌0.2%,禾元生物领跌,主力资金净流出7.75亿元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688765 | 不元生物 | 102.21 | -8.74% | 16.27万 | 17.29亿 | | 920344 | 三元基因 | 28.00 | -3.85% | 2.60万 | 7364.32万 | | 301207 | 世兰店面 | 22.82 | -3.55% | 19.61万 | 4.55 乙 | | 688670 | 金迪克 | 17.58 | -2.82% | - 3.12万 | 5541.95万 | | 920547 | 元锡晶海 | 27.12 | -2.69% | 1.24万 | 3375.61万 | | 300485 | 赛升药业 | 12.00 | -2.28% | 10.77万 | 1.29亿 | | 920575 | 康乐卫士 | 13.84 | -2.19% | 3.16万 | 4401.44万 | | 688488 | 艾迪药业 | 14.67 | -2.13% | 4.11万 | 6059.41万 | | ...
2025年全球及中国重组蛋白行业政策、产业链、市场规模、重点企业及趋势研判:政策利好推动行业发展,重组蛋白国产替代进程加速[图]
Chan Ye Xin Xi Wang· 2025-10-31 01:20
Core Insights - The recombinant protein industry in China, despite its late start, has rapidly developed due to continuous support from national industrial policies, leading to significant breakthroughs in technology, production processes, and quality control [1][15] - The market for recombinant proteins is expected to grow steadily, driven by increased investment in innovative drug research, rising demand for precision medicine, and the expansion of downstream application scenarios [1][15] Industry Overview - Recombinant proteins are proteins obtained through genetic engineering and cell engineering, essential for the development and production of biopharmaceuticals, cell immunotherapy, and diagnostic reagents [4] - The industry has experienced three stages: the initial stage (1970-1990), rapid development (1990-2000), and transformation and upgrading (2000-present) [8][9] Market Growth - The market size of China's recombinant protein industry is projected to grow from 5.1 billion yuan in 2015 to 27 billion yuan in 2024, with a compound annual growth rate (CAGR) of 20.34% [1][15] - The global recombinant protein market is expected to increase from $7 billion in 2015 to $18.5 billion in 2024, with a CAGR of 11.4% [13][14] Policy Support - The Chinese government has implemented various policies to encourage technological innovation and market expansion in the biopharmaceutical sector, including funding support for research and expedited drug approval processes [9][10] Industry Chain - The upstream of the recombinant protein industry includes raw materials and equipment, while the midstream consists of recombinant protein products, and the downstream includes customers such as research institutions and pharmaceutical companies [10] Competitive Landscape - The recombinant protein market is characterized by a diverse and dynamic competitive landscape, with major multinational pharmaceutical companies like Pfizer, Roche, and Novartis leading the market, while numerous small and medium-sized enterprises focus on innovative technologies [16][17] Development Trends - The industry is moving towards high-end products, focusing on complex structures and high-value proteins, with an emphasis on product activity, purity, and consistency [18] - Intelligent technologies, including AI and machine learning, are expected to enhance research and production processes, improving efficiency and product quality [19][20] - Chinese recombinant protein companies are increasingly participating in global competition, aiming to meet international standards and establish a strong global presence [21]
赛升药业:控股子公司取得换发《药品生产许可证》
Zheng Quan Ri Bao Wang· 2025-10-30 14:11
Core Viewpoint - The company, Sai Sheng Pharmaceutical, announced that its subsidiary, Beijing Sai Er Biological Pharmaceutical Co., Ltd., has received a renewed Drug Production License from the Beijing Drug Administration, valid until October 19, 2030 [1] Group 1 - The renewed Drug Production License signifies compliance with regulatory standards, enhancing the company's operational capabilities in the pharmaceutical sector [1] - The license renewal is a critical step for the company to continue its production activities and potentially expand its market presence [1]
赛升药业拟择机出售所持绿竹生物、康乐卫士股票
Bei Jing Shang Bao· 2025-10-30 14:04
Core Viewpoint - The company plans to enhance asset structure and operational efficiency by proposing to the board to authorize management to sell shares of Green Bamboo Biotechnology and Kang Le Wei Shi based on market conditions [1] Summary by Sections - **Company Holdings** - The company currently holds 13.7515 million shares of Green Bamboo Biotechnology, accounting for 6.79% of its total share capital [1] - The company holds 1.364 million shares of Kang Le Wei Shi, representing 0.4855% of its total share capital [1]
赛升药业:择机出售持有的北京绿竹生物技术股份有限公司及北京康乐卫士生物技术股份有限公司股票
Mei Ri Jing Ji Xin Wen· 2025-10-30 10:32
Core Viewpoint - The company, Saiseng Pharmaceutical, announced plans to sell part of its trading financial assets, specifically shares in Beijing Lvzhu Biotechnology and Beijing Kangle Weishi Biotechnology, based on market conditions [1] Company Summary - Saiseng Pharmaceutical holds approximately 13.75 million shares of Lvzhu Biotechnology, accounting for 6.79% of its total share capital, and about 1.36 million shares of Kangle Weishi, representing 0.4855% of its total share capital [1] - For the year 2024, the company's revenue composition is heavily weighted towards the pharmaceutical manufacturing sector, which constitutes 99.63% of its total revenue, with other businesses making up only 0.37% [1] - As of the report date, Saiseng Pharmaceutical has a market capitalization of 5.6 billion yuan [1]
赛升药业(300485) - 关于公司拟出售部分交易性金融资产的公告
2025-10-30 10:18
本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚 假记载、误导性陈述或者重大遗漏。 一、交易概述 北京赛升药业股份有限公司(以下简称"公司")于 2025 年 10 月 30 日 召开的第五届董事会第十一次会议审议通过了《关于公司拟出售部分交易性金 融资产的议案》,同意公司根据证券市场情况择机出售持有的北京绿竹生物技 术股份有限公司(以下简称"绿竹生物")及北京康乐卫士生物技术股份有限 公司(以下简称"康乐卫士")股票。公司目前持有绿竹生物股票 13,751,500 股,占其总股本的比例为 6.79%;持有康乐卫士股票 1,364,000 股,占其总股 本的比例为 0.4855%。为进一步整合公司资产结构,提高经营效率及资金使用 效率,公司拟提请董事会授权管理层及其授权人士根据证券市场情况择机出售 绿竹生物及康乐卫士股票。授权范围包括但不限于出售时机、交易方式、交易 数量、交易价格、签署相关协议等,授权期限为自董事会审议通过之日起 12 个月内。 鉴于证券市场股价波动无法预测,公司本次拟出售股票资产的交易金额及 产生的利润尚不能确定。根据《深圳证券交易所创业板股票上市规则》及《公 司章程》等相 ...
赛升药业(300485) - 关于控股子公司取得换发《药品生产许可证》的公告
2025-10-30 10:18
证券代码:300485 证券简称:赛升药业 公告编号:2025-043 北京赛升药业股份有限公司(以下简称"公司")控股子公司北京赛而生物 药业有限公司(以下简称"赛而生物")近日收到北京市药品监督管理局换发的 《药品生产许可证》,换发后的《药品生产许可证》的有效期至2030年10月19 日,相关主要信息如下: 一、《药品生产许可证》的主要信息 企业名称:北京赛而生物药业有限公司 许可证编号:京20150048 社会信用代码:91110115742602836G 分类码:AhzChDhz 注册地址:北京市大兴区工业开发区科苑路35号 法定代表人:马骉 北京赛升药业股份有限公司 关于控股子公司取得换发《药品生产许可证》的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 有效期至:2030年10月19日 生产地址和生产范围: 北京市大兴区工业开发区科苑路35号:片剂(含头孢菌素类)、硬胶囊剂(含 头孢菌素类)、散剂、颗粒剂*** 天津市蓟州区京津州河科技产业园腾飞街2号:中药前处理和中药提取、原 料药*** 二、对公司的影响及风险提示 本次换发《药品生产许可证 ...
赛升药业(300485) - 第五届监事会第十一次会议决议公告
2025-10-30 10:16
证券代码:300485 证券简称:赛升药业 公告编号:2025-045 北京赛升药业股份有限公司 第五届监事会第十一次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 一、会议召开情况 北京赛升药业股份有限公司(以下简称"公司")第五届监事会第十一次会 议于 2025 年 10 月 30 日在公司会议室召开,本次会议于 2025 年 10 月 24 日以通 讯的方式向所有监事送达了会议通知。会议应参会监事 3 人,实际参会监事 3 人, 公司董事会秘书列席会议。会议由监事会主席赵丽娜女士主持。本次会议的召开 符合《中华人民共和国公司法》等有关法律、行政法规、部门规章、规范性文件 和公司章程的规定,会议决议合法、有效。 二、会议审议情况 经全体监事认真审议并表决,会议通过了以下议案: 审议通过《关于公司拟出售部分交易性金融资产的议案》 经审核,监事会认为:本次公司择机出售持有的北京绿竹生物技术股份有限 公司及北京康乐卫士生物技术股份有限公司股票事项,有利于优化公司资产结构, 不存在违反法律法规或损害股东利益的情形。 表决结果:赞成 3 票、反对 0 ...
赛升药业(300485) - 第五届董事会第十一次会议决议公告
2025-10-30 10:15
北京赛升药业股份有限公司 证券代码:300485 证券简称:赛升药业 公告编号:2025-044 第五届董事会第十一次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 审议通过《关于公司拟出售部分交易性金融资产的议案》 为进一步整合公司资产结构,提高经营效率及资金使用效率,同意公司管理 层在严格遵守相关法律法规的条件下,根据证券市场情况及公司经营状况,择机 出售公司持有的北京绿竹生物技术股份有限公司及北京康乐卫士生物技术股份 有限公司股票。授权期限为自董事会审议通过之日起12个月内。 具 体 内 容 详 见 中 国 证 监 会 指 定 的 创 业 板 信 息 披 露 网 站 巨 潮 资 讯 网 (http://www.cninfo.com.cn)。 表决结果:赞成 8 票、反对 0 票、弃权 0 票、回避 0 票。 三、备查文件 第五届董事会第十一次会议决议 特此公告。 北京赛升药业股份有限公司 董 事 会 2025 年 10 月 31 日 一、会议召开情况 北京赛升药业股份有限公司(以下简称"公司")第五届董事会第十一次会 议于2025年10月3 ...
10月24日早间重要公告一览
Xi Niu Cai Jing· 2025-10-24 04:00
Group 1 - Hu Silicon Industry plans to reduce its shareholding by up to 2%, amounting to a maximum of 54.94 million shares, during the period from November 17, 2025, to February 16, 2026 [1] - Lixin Micro intends to reduce its shareholding by up to 3%, totaling a maximum of 4.01 million shares, from November 14, 2025, to February 13, 2026 [2] - Dual Good Energy signed a contract worth $119 million with Ust-Kamenogorsk CHP LLP in Kazakhstan, representing 6.50% of its audited revenue for 2024 [3] Group 2 - Dual Good Energy plans to raise up to 1.29 billion yuan through a private placement for projects including zero-carbon intelligent manufacturing [5] - Top Cloud Agriculture's shareholders plan to reduce their holdings by up to 3.3%, with specific reductions of 1% and 2.30% from different parties [7] - Hwa Woo Co. reported a 70.84% increase in net profit for the first three quarters, with revenue reaching 994 million yuan, a 16.55% increase year-on-year [8] Group 3 - Chongde Technology's net profit increased by 19.68% in the first three quarters, with revenue of 445 million yuan, a 20.25% increase [10] - New Meixing reported a 191.95% increase in net profit for the first three quarters, with revenue of 870 million yuan, a 15.88% increase [11] - Sanxia New Materials reported a net loss of 59.85 million yuan in the first three quarters, with revenue declining by 27.29% [13] Group 4 - Wanma Co. achieved a 61.57% increase in net profit for the first three quarters, with revenue of 14.11 billion yuan, an 8.36% increase [14] - Chengdu Road and Bridge announced that 7% of its shares, totaling 52.997 million shares, will be auctioned [15] - BGI Genomics plans to jointly apply for a national science project with a total budget of 120 million yuan [17] Group 5 - Qiangbang New Materials plans to reduce its shareholding by up to 1.49%, totaling a maximum of 2.376 million shares [18] - Wanyi Technology reported a net profit of 25.76 million yuan for the first three quarters, turning a profit from a loss [20] - Zhongtai Chemical reported a net loss of 179 million yuan in the first three quarters, with revenue of 21.25 billion yuan, a 5.55% decrease [21] Group 6 - Tend Technology reported a 9.8% increase in net profit for the first three quarters, with revenue of 1.54 billion yuan, a 15.07% increase [22] - Potential Hengxin reported a net loss of 18.19 million yuan in the first three quarters, with revenue of 427 million yuan, an 18.26% increase [27] - Lichen Industrial reported a 90.85% increase in net profit for the third quarter, with revenue of 3.48 billion yuan, a 35.09% increase [29] Group 7 - Saiseng Pharmaceutical reported a 152.81% increase in net profit for the first three quarters, with revenue of 309 million yuan, a 4.41% decrease [31]