Company Overview - Dongfulong Technology Group Co., Ltd. is located in Minhang District, Shanghai, established on December 25, 1993, and listed on February 1, 2011 [2] - The company specializes in the research, design, production, sales, and service of medical freeze-dryers and freeze-drying systems [2] Financial Performance - For the first half of 2025, Dongfulong achieved operating revenue of 2.429 billion yuan, a year-on-year increase of 6.01%, while net profit attributable to shareholders decreased by 59.71% to 45.9195 million yuan [2] - The company has cumulatively distributed 1.782 billion yuan in dividends since its A-share listing, with 512 million yuan distributed over the past three years [3] Stock Performance - As of September 29, Dongfulong's stock price decreased by 2.02% to 14.10 yuan per share, with a total market capitalization of 10.798 billion yuan [1] - Year-to-date, the stock price has increased by 7.02%, with a slight increase of 0.14% over the last five trading days, a decrease of 2.96% over the last 20 days, and an increase of 8.05% over the last 60 days [2] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 2.35% to 32,100, with an average of 17,526 circulating shares per person, a decrease of 2.30% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 7.3336 million shares, a decrease of 2.1354 million shares from the previous period, while Southern CSI 1000 ETF is a new shareholder with 3.5502 million shares [3] Capital Flow - On September 29, the net outflow of main funds was 8.5515 million yuan, with no large orders bought and 2.5647 million yuan sold, accounting for 3.76% [1]

9月26日，诺唯赞盘中上涨2.03%，截至13:48，报23.13元/股，成交3811.18万元，换手率0.42%，总市值 92.00亿元。 资料显示，南京诺唯赞生物科技股份有限公司位于江苏省南京经济技术开发区科创路红枫科技园D2 栋，成立日期2012年3月16日，上市日期2021年11月15日，公司主营业务涉及围绕酶、抗原、抗体等功 能性蛋白及高分子有机材料进行技术研发和产品开发的生物科技企业,依托于自主建立的关键共性技术 平台,先后进入了生物试剂、体外诊断业务领域,并正在进行抗体药物的研发。主营业务收入构成为：生 物试剂81.86%，诊断试剂9.99%，耗材等材料3.15%，仪器设备2.96%，技术服务1.85%，其他0.18%。 诺唯赞所属申万行业为：医药生物-生物制品-其他生物制品。所属概念板块包括：基因测序、抗原检 测、体外诊断、合成生物、小盘等。 截至6月30日，诺唯赞股东户数8596.00，较上期增加2.37%；人均流通股46269股，较上期减少2.31%。 2025年1月-6月，诺唯赞实现营业收入6.06亿元，同比减少6.63%；归母净利润312.94万元，同比减少 80.63%。 资金流向方 ...

Company Overview - Dongfulong Technology Group Co., Ltd. is located in Minhang District, Shanghai, established on December 25, 1993, and listed on February 1, 2011. The company specializes in the research, design, production, sales, and service of medical freeze-dryers and freeze-drying systems [1]. Financial Performance - As of June 30, 2025, Dongfulong achieved operating revenue of 2.429 billion yuan, representing a year-on-year growth of 6.01%. However, the net profit attributable to shareholders decreased by 59.71% to 45.9195 million yuan [2]. - The company has cumulatively distributed dividends of 1.782 billion yuan since its A-share listing, with 512 million yuan distributed over the past three years [3]. Stock Performance - On September 25, Dongfulong's stock price increased by 2.19%, reaching 14.46 yuan per share, with a total market capitalization of 11.074 billion yuan. The stock has seen a year-to-date increase of 9.75% [1]. - The stock's trading volume on September 25 was 70.291 million yuan, with a turnover rate of 0.88%. The net outflow of main funds was 1.516 million yuan, while large orders saw a buy of 9.4811 million yuan and a sell of 12.2223 million yuan [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 32,100, with an average of 17,526 circulating shares per person, a decrease of 2.30% from the previous period [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 7.3336 million shares, a decrease of 2.1354 million shares from the previous period, while Southern CSI 1000 ETF entered as a new shareholder with 3.5502 million shares [3]. Business Segments - Dongfulong's main business revenue composition includes: 44.92% from the formulation division, 29.83% from the bioprocess division, 9.19% from the engineering division, 9.16% from the food division, 6.81% from after-sales service and parts, and 0.09% from other sources [1].

Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Views - The company reported a year-on-year revenue decline of 7.90% for the first half of 2025, with total revenue of 1.114 billion yuan and a net loss attributable to shareholders of 104 million yuan. However, the second quarter of 2025 showed improvement with revenue of 659 million yuan, a year-on-year decline of only 2.93%, and a net profit of approximately 29.77 million yuan, marking a year-on-year increase of 130.62% [5][6] Summary by Sections Financial Performance - In Q1 2025, the company achieved revenue of 455 million yuan (yoy -14.26%), while Q2 2025 saw revenue of 659 million yuan (yoy -2.93%). The net profits for Q1 and Q2 were -133 million yuan and 29.77 million yuan respectively, indicating a return to profitability in Q2 2025 [6] - The company’s expense ratios significantly decreased in Q2 2025, with sales, management, and R&D expense ratios at 25.71%, 16.39%, and 20.57% respectively, showing substantial reductions both year-on-year and quarter-on-quarter [6] Product and Market Development - The company’s full-length sequencing business generated revenue of 894 million yuan in H1 2025, a year-on-year decline of 12.15%. Instrument revenue was 298 million yuan (yoy -23.18%), while reagent revenue was 555 million yuan (yoy -6.30%). This decline was attributed to intensified industry competition and strategic price adjustments [7] - The global sales of the company’s sequencing instruments exceeded 700 units in H1 2025, a year-on-year increase of 60.35%, marking a historical high for the same period. The company has also entered the mass production phase for nanopore sequencers, adding nearly 50 new installations [7] - As of August 15, 2025, the company had approximately 900 million yuan in orders on hand, with 700 million yuan specifically for the full-length sequencing business, indicating a robust order backlog [7] International Business Performance - In H1 2025, the company’s sequencing instrument revenue in the Asia-Pacific region was 80 million yuan, a year-on-year decline of 29%, primarily due to geopolitical conflicts affecting procurement processes. Conversely, revenue in the Europe and Africa region was 140 million yuan, a year-on-year increase of 3%, driven by local operational acceleration and project collaborations [8] - Revenue in the Americas region was 80 million yuan, a year-on-year decline of 3%, influenced by significant cuts in research funding and regional instability [8] Future Projections - The company is expected to achieve revenues of 2.824 billion yuan, 3.341 billion yuan, and 3.943 billion yuan for the years 2025 to 2027, with year-on-year growth rates of -6.3%, 18.3%, and 18.0% respectively. The net profit attributable to shareholders is projected to be -98 million yuan, 50 million yuan, and 162 million yuan for the same period, with significant year-on-year growth anticipated [9]

9月24日，北陆药业盘中上涨2.04%，截至14:13，报9.00元/股，成交1.08亿元，换手率2.16%，总市值 50.66亿元。 今年以来北陆药业已经2次登上龙虎榜，最近一次登上龙虎榜为6月17日，当日龙虎榜净买入3375.52万 元；买入总计9540.19万元 ，占总成交额比11.17%；卖出总计6164.67万元 ，占总成交额比7.22%。 资料显示，北京北陆药业股份有限公司位于北京市海淀区西直门北大街32号枫蓝国际写字楼A座7层， 成立日期1992年9月5日，上市日期2009年10月30日，公司主营业务涉及对比剂系列、中枢神经类和降糖 类药品的生产、研发与销售。主营业务收入构成为：对比剂63.33%，中成药22.09%，降糖药12.75%， 其他(补充)1.83%。 北陆药业所属申万行业为：医药生物-化学制药-化学制剂。所属概念板块包括：原料药、医药电商、中 药、基因测序、生物医药等。 截至6月30日，北陆药业股东户数4.39万，较上期增加43.48%；人均流通股11256股，较上期减少 29.84%。2025年1月-6月，北陆药业实现营业收入5.84亿元，同比增长23.27%；归母净利润2996 ...

9月24日，艾德生物盘中上涨2.01%，截至10:59，报22.85元/股，成交8403.51万元，换手率0.95%，总市 值89.47亿元。 分红方面，艾德生物A股上市后累计派现4.21亿元。近三年，累计派现2.32亿元。 机构持仓方面，截止2025年6月30日，艾德生物十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股3167.06万股，相比上期减少351.59万股。华宝中证医疗ETF（512170）位居第五大流通股 东，持股903.66万股，为新进股东。华安聚优精选混合（009714）、汇添富价值精选混合（519069）、 工银创新动力股票（000893）退出十大流通股东之列。 资金流向方面，主力资金净流入331.42万元，大单买入2189.57万元，占比26.06%，卖出1858.15万元， 占比22.11%。 责任编辑：小浪快报 艾德生物今年以来股价涨1.56%，近5个交易日跌2.18%，近20日跌5.15%，近60日涨7.38%。 资料显示，厦门艾德生物医药科技股份有限公司位于福建省厦门市海沧区鼎山路39号，成立日期2008年 2月21日，上市日期2017年8月2日，公司主营业务涉及肿 ...

佐力药业所属申万行业为：医药生物-中药Ⅱ-中药Ⅲ。所属概念板块包括：基因测序、医药电商、中 药、生物医药、创新药等。 9月24日，佐力药业盘中上涨2.05%，截至10:16，报17.92元/股，成交8322.21万元，换手率0.78%，总市 值125.69亿元。 资金流向方面，主力资金净流入1198.85万元，特大单买入0.00元，占比0.00%，卖出106.94万元，占比 1.28%；大单买入2414.17万元，占比29.01%，卖出1108.38万元，占比13.32%。 佐力药业今年以来股价涨21.34%，近5个交易日跌0.78%，近20日跌6.42%，近60日涨2.40%。 资料显示，浙江佐力药业股份有限公司位于浙江省德清县阜溪街道志远北路388号，成立日期2000年1月 28日，上市日期2011年2月22日，公司主营业务涉及药用真菌乌灵系列和百令片产品、中药饮片及中药 配方颗粒的研发、生产与销售。主营业务收入构成为：乌灵系列56.07%，中药饮片系列21.85%，其他 产品10.11%，百令系列7.08%，中药配方颗粒4.62%，其他(补充)0.26%。 责任编辑：小浪快报 截至6月30日，佐力药业股 ...

西陇科学今年以来股价涨32.96%，近5个交易日涨11.68%，近20日涨7.66%，近60日跌3.43%。 9月24日，西陇科学（维权）盘中上涨2.03%，截至09:53，报9.56元/股，成交2.66亿元，换手率6.03%， 总市值55.95亿元。 资金流向方面，主力资金净流入676.52万元，特大单买入347.15万元，占比1.30%，卖出783.30万元，占 比2.94%；大单买入4724.82万元，占比17.75%，卖出3612.16万元，占比13.57%。 今年以来西陇科学已经4次登上龙虎榜，最近一次登上龙虎榜为5月23日，当日龙虎榜净买入-8971.56万 元；买入总计1.04亿元 ，占总成交额比6.62%；卖出总计1.93亿元 ，占总成交额比12.36%。 资料显示，西陇科学股份有限公司位于广东省广州市黄埔区科学城新瑞路6号，成立日期1994年7月19 日，上市日期2011年6月2日，公司主营业务涉及主要从事化学试剂的研发、生产、销售,并从事部分化 工原料、原料药及食品添加剂等业务。主营业务收入构成为：专用化学品62.60%，化工原料15.12%， 电子化学品9.66%，通用试剂7.71%，锂 ...

Group 1 - The stock price of Lizhu Group fell by 2.01% on September 23, reaching 37.95 CNY per share, with a trading volume of 1.58 billion CNY and a turnover rate of 0.71%, resulting in a total market capitalization of 34.31 billion CNY [1] - Year-to-date, Lizhu Group's stock price has increased by 2.79%, but it has decreased by 5.88% in the last five trading days and by 9.15% in the last 20 days, while it has risen by 3.83% over the last 60 days [1] - As of June 30, 2025, Lizhu Group's revenue was 6.272 billion CNY, a year-on-year decrease of 0.17%, while the net profit attributable to shareholders was 1.281 billion CNY, reflecting a year-on-year increase of 9.40% [2] Group 2 - Lizhu Group's main business revenue composition includes chemical preparations (52.14%), APIs and intermediates (26.49%), traditional Chinese medicine preparations (12.75%), diagnostic reagents and equipment (5.97%), and biological products (1.51%) [2] - The company has distributed a total of 10.523 billion CNY in dividends since its A-share listing, with 3.721 billion CNY distributed in the last three years [3] - As of June 30, 2025, the number of shareholders in Lizhu Group was 46,400, a decrease of 11.30% from the previous period, while the average circulating shares per person increased by 12.71% to 12,581 shares [2]

Core Viewpoint - He Eye Hospital's stock price has experienced fluctuations, with a year-to-date increase of 2.14% but a significant decline in recent trading periods, indicating potential volatility in investor sentiment [2]. Company Overview - He Eye Hospital Group, established on October 15, 2009, and listed on March 22, 2022, is located in Shenyang, Liaoning Province. The company specializes in providing ophthalmic specialty diagnosis and treatment services [2]. - The revenue composition of He Eye Hospital includes: Vision services (30.24%), Refractive surgery correction services (24.16%), Non-surgical treatments (20.02%), Cataract diagnosis and treatment services (13.68%), Vitreoretinal diagnosis and treatment services (8.09%), Other ophthalmic diagnosis and treatment services (3.20%), and Other business income (0.61%) [2]. Financial Performance - As of June 30, 2025, He Eye Hospital reported a revenue of 560 million yuan, a year-on-year decrease of 4.22%. However, the net profit attributable to shareholders was 44.32 million yuan, reflecting a significant year-on-year increase of 84.19% [2]. - The company has distributed a total of 348 million yuan in dividends since its A-share listing, with 275 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for He Eye Hospital was 10,800, an increase of 15.03% from the previous period. The average circulating shares per person decreased by 13.07% to 7,684 shares [2]. - Among the top ten circulating shareholders, the Rongtong Health Industry Flexible Allocation Mixed A/B fund held 2.7947 million shares, a decrease of 1.7584 million shares compared to the previous period [3].