九强生物（300406）今日晚间公告，公司股东邹左军、刘希、孙小林与中国医药投资有限公司(以下简 称"国药投资")签署《股份转让协议》，前者拟通过协议转让方式向国药投资合计转让2931.54万股股 份，占九强生物总股本的5%，交易总价款达4.01亿元，每股转让价格为13.68元。该公司今日收盘价为 每股13.49元。 本次交易完成后，国药投资对九强生物的持股数量将从1.08亿股增至1.38亿股，持股比例从18.49%提升 至23.49%(占剔除公司回购账户股份后总股本的23.63%)，仍为九强生物第一大股东。而转让方邹左军、 刘希、孙小林的持股比例将分别从6.70%、11.43%、8.59%降至5.45%、9.29%、6.99%。 国药投资承诺，本次受让的股份自交割日起18个月内不得转让，若监管要求有更严格限售规定则从其规 定。同时，标的股份过户完成后30日内，国药投资有权向九强生物提名一名非独立董事候选人，替换现 任董事罗爱平，转让方将配合完成相关选举程序。 九强生物表示，本次权益变动不触及要约收购，不会导致公司控股股东、实际控制人变更，对公司治理 结构及持续经营无重大影响。 资料显示，国药投资成立于198 ...

Group 1 - AnTu Biologics (SH 603658) announced on December 9 that its fifth board meeting was held to discuss the use of idle fundraising for cash management [1] - For the year 2024, AnTu Biologics' revenue composition is 98.17% from in vitro diagnostics and 1.83% from other businesses [1] - As of the report, AnTu Biologics has a market capitalization of 20.4 billion yuan [1]

每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 2024年1至12月份，艾德生物的营业收入构成为：体外诊断行业占比100.0%。 截至发稿，艾德生物市值为86亿元。 每经AI快讯，艾德生物（SZ 300685，收盘价：21.98元）12月9日晚间发布公告称，公司第四届第十次 董事会会议于2025年12月9日在厦门市海沧区鼎山路39号公司会议室以通讯和现场表决相结合的方式召 开。会议审议了《关于修订〈董事会审计委员会议事规则〉的议案》等文件。 （记者 王瀚黎） ...

Core Viewpoint - The article discusses the journey of Aimesen, a cancer early screening company founded in 2015, highlighting its struggles with revenue and regulatory challenges as it prepares for an IPO in Hong Kong after ten years in the industry [1][2]. Company Overview - Aimesen was founded by Zhang Lianglu, a 27-year-old doctor, with the aim of focusing on cancer early screening through innovative diagnostic technologies [2][4]. - The company has developed multiple cancer screening products, with five receiving regulatory approval in China and seven obtaining EU certification [6]. Financial Performance - Aimesen's revenue has remained below 10 million yuan, with reported revenues of 623.3 thousand yuan in 2023, 723.8 thousand yuan in 2024, and 651.3 thousand yuan in the first half of 2025 [4][10]. - The company has faced significant net losses, amounting to 67.92 million yuan in 2023, 38.63 million yuan in 2024, and 13.91 million yuan in the first half of 2025 [4]. Market Context - The cancer molecular detection market in China has been growing at a compound annual growth rate of over 15%, driven by the limitations of traditional screening methods [5]. - Aimesen's competitors, such as Fan Shengzi and Ran Shi Medical, have successfully gone public and reported substantial revenues, contrasting Aimesen's slower progress [4]. Regulatory Challenges - Aimesen's products are classified as "diagnostic" rather than "screening" by regulatory authorities, which limits their market potential [13][14]. - The company has faced increasing regulatory scrutiny, with new guidelines requiring more rigorous clinical trials for cancer screening products [14]. Internal Financial Relationships - A significant portion of Aimesen's revenue comes from related party transactions, particularly with Wuhan Aino Medical Laboratory, which is controlled by Zhang Lianglu [10][11]. - The company has provided low-interest loans to Zhang Lianglu, which raises concerns about financial transparency and potential conflicts of interest [10][11]. Strategic Partnerships - Aimesen has benefited from early government support and investments from companies like Cap Bio, which has helped it navigate financial challenges and expand its product offerings [7][8]. - The company is actively pursuing partnerships with hospitals and seeking insurance coverage for its products to enhance market access [14].

◎记者何漪 当国内IVD（体外诊断产品）行业陷入红海竞争时，亚辉龙已在改写发展逻辑。 2016年凭借化学发光法核心技术实现破局，2021年登陆科创板迎来跃升，当前，亚辉龙正从过去"抢市 场、快迭代"的规模竞速，转向"重研发、筑壁垒"的创新深耕，锚定"特色化、国际化、平台化、高端 化"战略，迈上高质量发展的新赛道。 "过去'争快'是为了活下去，现在'求慢'是为了走得更远。"近日，上海证券报记者走进亚辉龙，公司董 事长胡鹍辉表示：慢，是告别技术跟随的浮躁，耐住性子布局基础研究"冷板凳"；是放下国内市场的安 逸，练就稳扎稳打闯荡全球的慢功夫；是跳出单点产品的局限，构建慢病管理的新生态。 加强基础研究 近年来，在多重因素影响下，国内IVD行业价格战愈演愈烈，盈利挑战越来越大。如何破解发展困境？ 亚辉龙的选择是加强基础研究。 就IVD行业而言，创新能力弱、行业壁垒低，是行业稳健发展的阻碍所在。亚辉龙在北京、深圳、武 汉、长沙、南京、日本东京设立六大研发中心，并在湖南湘潭设立生产基地，加强从原材料开发到产品 研发、再到生产和销售服务的产业链布局。 亚辉龙不仅为基础研究搭建硬支撑，同时也在打造软实力。2023年，亚辉龙与科 ...

Core Insights - Roche Diagnostics is celebrating the 10th anniversary of its Suzhou operations, emphasizing its commitment to the Chinese market and the enhancement of its R&D and manufacturing capabilities [1][2]. Group 1: Investment and Expansion - Roche Diagnostics has made significant investments in Suzhou, including the establishment of the Asia-Pacific production base in 2015, the launch of the Asia-Pacific R&D center in 2018, and the construction of a reagent manufacturing base in 2020 [1]. - A new investment project in Suzhou has been signed, which is the largest single investment by Roche in China, with construction expected to begin in 2025 and production slated for 2028, covering over 400 types of reagents and instruments [1]. Group 2: Innovation and Product Development - Over the past decade, Roche has strengthened its local innovation, R&D, and production capabilities, successfully launching several domestic in vitro diagnostic products, including reagents and instruments [2]. - The Suzhou base maintains the same standards for production processes, technology, raw materials, and formulations as Roche's original factories, ensuring that "Made in China" products meet global quality benchmarks [3]. Group 3: Strategic Commitment - Roche Diagnostics has been operating in China for 25 years, adhering to its core strategy of "In China, For China," and aims to accelerate the localization process and expand its product pipeline [3].

截至9月30日，艾德生物股东户数2.66万，较上期增加5.23%；人均流通股14628股，较上期减少4.97%。 2025年1月-9月，艾德生物实现营业收入8.66亿元，同比增长2.08%；归母净利润2.63亿元，同比增长 15.50%。 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9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3538.92万股，相比上期增加371.86万股。华宝中证医疗ETF（512170）位居第五大流通股 东，持股770.22万股，相比上期减少133.44万股。南方中证1000ETF（512100）位居第十大流通股东， 持股250.88万股，为新进股东。 责任编辑：小浪快报 12月4日，艾德生物盘中上涨2.12%，截至14:28，报21.70元/股，成交1.08亿元，换手率1.30%，总市值 84.96亿元。 资金流向方面，主力资金净流入135.71万元，特大单买入416.80万元，占比3.88%，卖出372.15万元，占 比3.46%；大单买入1933.57万元，占比17.98%，卖出 ...

近日，圣湘生物举办第三季度业绩说明会，在回答投资者关注的基因测序仪项目相关进展时，圣湘生物 董事长、总经理戴立忠表示，在基因测序领域，公司技术平台取得进一步突破，SansureSeq1000（高通 量）、FASTASeq300Dx（桌面级）及FASTASeqS（快速版）三款测序仪形成了较为完整的产品矩阵， 构建了"仪器+试剂+数据"的一体化布局。同时，创新推出的一步法呼吸道病原靶向基因检测、生殖道 病原微生物靶向基因检测、泛感染靶向基因检测等产品已广泛辐射全国多家客户，公司前三季度测序业 务实现同比增长约150%，展现出强劲的增长势头。 戴立忠提到，今年以来，公司拟参与设立常州灵仲创业投资合伙企业、湖南金芙蓉圣湘生物基金等，将 投资于包括AI医疗应用领域及创新药械等医疗行业技术领先、潜在市场空间大的企业。圣维荣泉、维 特力新等基金合伙人均为具有多年投资专业经验、丰富行业资源、成熟管理模式的专业投资机构，借助 其资本市场资源、管理经验和平台优势，结合圣湘生物在行业内多年的专业知识和产业经验，可有效整 合各方优势资源，进一步探索产业与资本赋能良性互动的多元化发展模式，打造共创、共进、共享、共 赢的行业新生态。 此 ...

Core Viewpoint - The company, 热景生物, is significantly increasing its investment in 舜景医药 and 尧景基因, aiming to strengthen its position in the innovative drug sector while facing challenges in its core IVD business [1][4][10]. Investment Plans - 热景生物 plans to invest 371 million yuan in 舜景医药, increasing its stake from 43.18% to 50.23% and gaining control through board restructuring [1][4]. - The company will also invest 24 million yuan in 尧景基因 to enhance its gene technology capabilities [4][14]. - 舜景医药 is set to implement a 40 million yuan equity incentive plan [4]. Stock Performance - Following the announcement of these investment plans, 热景生物's stock price rose by 2.52% to 183.3 yuan per share, with an increase of over 900% since September 2024 [4][13]. - The company's market capitalization reached approximately 16.993 billion yuan [13]. Business Strategy - 热景生物 is pursuing a dual-driven strategy of "diagnostics + innovative drugs," focusing on antibody and nucleic acid drugs [6][7]. - The company aims to counteract the downward pressure in the IVD industry by diversifying into the innovative drug sector [11]. Financial Performance - In the first three quarters of 2025, 热景生物 reported a revenue of 310 million yuan, a year-on-year decrease of 19.8%, and a net loss of 109 million yuan, which is a 168.12% increase in losses compared to the previous year [10]. - The company's revenue has significantly declined from 5.14 billion yuan in 2020 to 5.41 million yuan in 2023, with a projected further decline to 5.11 billion yuan in 2024 [10][11]. Challenges in the IVD Industry - The IVD industry is experiencing a downturn due to policy impacts, leading to a 13.94% revenue decline and a 32.20% drop in net profit across the sector [11]. - Over 70% of IVD companies are expected to report losses in 2025, with a cumulative loss exceeding 5.6 billion yuan [11]. R&D and Future Prospects - 舜景医药 is in the early stages of development, with no profitable products yet, but has promising drug candidates like SGC001 for acute myocardial infarction [7][8]. - The company has reduced its R&D investment from 191 million yuan in 2022 to 113 million yuan in 2024, raising concerns about its ability to support innovative drug development [12].

Core Insights - The "2025 Chengdu High-tech Zone IVD Industry Supply and Demand Seminar" was held in Chengdu, attracting over 200 participants from leading IVD companies, top academicians, and experts from major hospitals in the Sichuan-Chongqing region, aiming to create a collaborative platform for the IVD industry [1] Group 1: Event Overview - The seminar focused on the theme "Connecting Sichuan and Chongqing, Innovating the Future," aiming to integrate resources across various sectors including government, industry, academia, research, finance, and healthcare [1] - Key activities included policy interpretation, sharing of cutting-edge technologies, supply-demand matching, and project signing, all aimed at fostering high-quality development of the biomedicine industry in the Chengdu-Chongqing economic circle [1] Group 2: Industry Opportunities - Six leading IVD companies from the Sichuan-Chongqing region released an "Opportunity List," covering areas such as IVD reagent R&D, smart manufacturing equipment procurement, and clinical collaborations, with a total value exceeding 10 billion [1] - Collaborative projects were launched between institutions like the Sichuan Academy of Medical Sciences and Chengdu Medical College, focusing on technical challenges and joint talent cultivation [2] Group 3: Collaborative Agreements - Several companies signed "medical-engineering crossover" cooperation agreements, including Chengdu Danodi Medical Technology Co., Ltd. and Chengdu Medical College, focusing on IVD talent training and AI technology development [2] - The event emphasized the integration of AI in IVD, showcasing practical applications in diagnostic reagent development and clinical testing efficiency [2] Group 4: Industry Insights and Discussions - The seminar featured thematic discussions and roundtable forums, addressing topics such as integrated regulatory models for medical device reviews, IVD ecosystem construction from a medical perspective, and international opportunities and challenges [3] - Representatives from various sectors provided insights on regulatory collaboration, industry experience, clinical value, result transformation, financial support, and international pathways for the high-quality development of the Sichuan-Chongqing IVD industry [3]