Core Viewpoint - Jinhe Biological (002688) has recently announced the acquisition of invention and design patents from the National Intellectual Property Administration of China [1] Company Summary - The company has received both an invention patent and a design patent certificate [1]

Core Viewpoint - The company emphasizes that its stock price in the secondary market is influenced by various factors including market fluctuations, investor expectations, and sentiment [1] Group 1 - The management team will continue to focus on daily operational management to enhance the quality and efficiency of the company's development [1] - The company will fulfill its information disclosure obligations in a timely manner based on the progress of the private placement matters [1]

Market Overview - The animal health sector experienced a decline of 0.93% on August 12, with Shunlian Biological leading the drop [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] Individual Stock Performance - *ST Lvkang (002868) closed at 28.96, up 4.81% with a trading volume of 17,300 and a turnover of 49.30 million [1] - Ruipu Biological (300119) closed at 21.98, up 0.69% with a trading volume of 73,700 and a turnover of 162 million [1] - Shunlian Biological (688088) closed at 9.47, down 4.92% with a trading volume of 260,700 and a turnover of 255 million [2] - Other notable declines include Haili Biological (603718) down 3.94% and Huifeng Biological (300871) down 2.70% [2] Capital Flow Analysis - The animal health sector saw a net outflow of 270 million from institutional investors, while retail investors contributed a net inflow of 174 million [2] - The detailed capital flow indicates that *ST Lvkang had a net inflow of 7.34 million from institutional investors, while Shunlian Biological experienced a net outflow of 20.93 million [3] - Retail investors showed significant interest in Huifeng Biological, with a net inflow of 62.24 million [3]

Group 1 - The company held its 21st temporary meeting of the fifth supervisory board on August 8, 2025, to discuss the continuation of its asset pool business [1][2] - The supervisory board believes that continuing the asset pool business will enhance the efficiency and returns of the company's assets, benefiting long-term development without harming the interests of the company and minority shareholders [1][2] - The company plans to engage in asset pool business with a total amount not exceeding 100 million RMB and provide guarantees, in compliance with relevant regulations [2] Group 2 - The voting results for the proposal were 3 votes in favor, 0 against, and 0 abstentions, indicating unanimous support from the supervisory board [2] - The proposal will be submitted for approval at the shareholders' meeting [2]

Core Viewpoint - The article highlights the significant growth and competitive advantages of Jinhe Biological, particularly in the veterinary pharmaceutical sector, driven by rising demand and pricing power in the livestock industry, as well as the burgeoning pet economy in China [1][5]. Group 1: Industry Trends - In the U.S., beef prices have reached historical highs, with ground beef prices increasing by 12% year-on-year in June. In China, the number of beef cattle decreased by 2.33% month-on-month in May, while calf prices surged by 26.37% year-on-year as of July 11 [1]. - The upward trend in calf prices and the decline in beef cattle inventory are expected to support beef prices in the latter half of 2025 and into 2026, indicating a sustained cycle of profitability in the beef industry [3]. Group 2: Company Performance - Jinhe Biological, a leader in the veterinary pharmaceutical market with a 50% global market share in oxytetracycline, has experienced rapid growth in performance this year, with a stock price increase of over 90% by April 10 [1][2]. - The company's net profit attributable to shareholders for the first half of 2025 increased by 51.52% year-on-year, reaching 138 million yuan, driven by increased sales of oxytetracycline and reduced raw material costs [2]. Group 3: Business Strategy and Growth Drivers - The company has established a dual-channel strategy in the pet health sector, with a focus on both imported and domestic brands, and has launched an AI-powered pet care app [4]. - The pet industry in China is projected to grow from 170.8 billion yuan in 2018 to 300.2 billion yuan by 2024, with a compound annual growth rate of 9.86% [4]. - Jinhe Biological's vaccine business is expected to see significant growth, particularly with the brucellosis vaccine, which has a market potential of around 4 billion yuan and could grow to 20 billion yuan due to increased demand and pricing [21]. Group 4: Competitive Advantages - The company benefits from scale advantages that drive cost reductions and efficiency improvements, with plans for a new factory expected to enhance profitability and reduce production costs [12]. - Jinhe Biological has established strong technical barriers and innovation capabilities, collaborating with research institutions to improve product quality and reduce impurities in its products [13][14]. - The company has a diversified business model that includes environmental protection and agricultural product processing, which contribute to stable performance [15]. Group 5: Future Outlook - The company aims to leverage its dual-drivers of pharmaceutical and vaccine segments to transition from a cyclical to a growth-oriented enterprise, indicating long-term investment value [28].

(资料图片) 近5日资金流向一览见下表： 该股为动物保健，光伏概念热股，当日动物保健概念上涨0.95%，光伏概念上涨0.11%。 以上内容由证券之星根据公开信息整理，与本站立场无关。证券之星不保证该信息（包括但不限于文 字、视频、音频、数据及图表）全部或者部分内容的的准确性、完整性、有效性、及时性等，如存在问 题请联系我们。本文为数据整理，不对您构成任何投资建议，投资有风险，请谨慎决策。 绿康生化涨停收盘，收盘价20.33元。该股于9点25分涨停，未打开涨停，截止收盘封单资金为8128.01万 元，占其流通市值2.57%。 资金流向数据方面，8月5日主力资金净流入850.6万元，游资资金净流出524.89万元，散户资金净流出 325.71万元。 ...

证券日报网讯瑞普生物8月6日在互动平台回答投资者提问时表示，公司持续投入动物创新药研发，至今 已获得116项新兽药注册证书（其中，国际首创一类新兽药8项），位于行业领先水平。公司聚焦兽用药 物新晶体、化合物新结构、多联多价疫苗、基因工程疫苗等领域深耕，致力于解决行业关键技术瓶颈， 铸就领先技术优势。 （文章来源：证券日报） ...

格隆汇8月6日丨回盛生物(300871.SZ)在投资者关系中表示，从总体结构来看，随着公司原料-制剂一体 化战略的逐步深化，上半年，原料药业务板块销售收入占比较上年同期提升十五个百分点。兽用制剂方 面，公司在进一步巩固猪用药品业务优势的同时，大力拓展家禽、水产、反刍等业务板块，猪、家禽、 水产板块产品销售收入均实现了较大幅度的增长。从靶动物分类来看，猪用药品收入占比约为80%。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300871 | 回盛生物 | 23.52 | -5.24% | 27.00万 | 6.43 乙 | | 688098 | 申联生物 | 8.51 | -3.62% | 29.97万 | 2.57亿 | | 002868 | *ST绿康 | 26.30 | -1.50% | 1.45万 | 3804.68万 | | 603718 | 海利生物 | 7.58 | -1.17% | 9.42万 | 7168.65万 | | 688526 | 科前生物 | 16.96 | -0.88% | 3.74万 | 6337.08万 | | 839729 | 永顺生物 | 10.02 | -0.79% | 4.50万 | 4535.21万 | | 600195 | 中牧股份 | 7.61 | -0.78% | 9.50万 | 7231.88万 | | 838275 | 驱动力 | 10.02 | -0.60% | 1.65万 | 1640.86万 | | 6035 ...

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