2025年行至半程，近期，多家上市公司因回购、重大资产重组等事项披露了最新的前十大流通股东情 况，多位知名基金经理上半年的调仓动向浮出水面。 证券时报记者梳理公告发现，基金经理在医疗和军工两大板块上的动作较为密集。融通基金万民远在一 季度减持东方生物后，二季度再度转为增持，同时对阳光诺和进行了先加后减的操作；葛兰管理的中欧 医疗健康混合在二季度新晋迈普医学前十大流通股东，广发基金吴兴武则进行了减持；同时，广发基金 的陈韫中、永赢基金的高楠和李文宾对军工股进行了增持。 7月5日，东方生物因股份回购披露了最新的前十大流通股东，公告显示，截至6月27日，万民远管理的 融通健康产业灵活配置基金持有东方生物500.01万股，位居第五大流通股东。值得一提的是，该基金曾 在一季度将东方生物从471.01万股减持至422.18万股，二季度则转为大幅增持。 东方生物是一家从事体外诊断的公司，其股价曾在今年3月下旬至4月上旬大幅回撤超40%，随后触底反 弹超20%，融通健康产业灵活配置基金"先抑后扬"的操作和其股价走势呈现出一定的相关性。 此外，融通健康产业灵活配置基金还出现在阳光诺和的前十大流通股东中。公告显示，截至4月29日 ...

Group 1 - Notable fund manager Wan Minyuan increased holdings in Dongfang Biological, holding 5 million shares, representing 2.48% of the company, ranking as the fifth largest shareholder [3] - Dongfang Biological has been consistently favored by Wan Minyuan's fund since Q2 2024, with an increase of 778,300 shares compared to Q1 2024 [3] - Dongfang Biological specializes in the research, production, and sales of in vitro diagnostic products and has over 50 subsidiaries globally [3] Group 2 - Fund managers Yan Siqian and Lü Yuechao reduced their stakes in Qin'an Co., with new entries in the top ten shareholders, including Liu Xiaofei's fund [6] - Qin'an Co. has seen its stock price double this year, with a significant acquisition of 99% of Anhui Yigao Optoelectronics [6] - The company specializes in manufacturing core components for automotive engine power systems and has major clients including Changan Ford and Geely [6] Group 3 - Fund manager Xu Yan reduced holdings in Wufangzhai, with a current holding of 1.25 million shares, down from 2.22 million shares previously [8] - Wufangzhai, founded in 1921, focuses on glutinous rice food products and has been diversifying into mooncakes and other food items [9] - The company faced a public relations crisis earlier this year, impacting consumer trust and leading to a decline in stock price [9]

/ / / / PCR仪：打破进口垄断，中国"智造"领跑分子诊断赛道 头豹词条 报告系列 吕佳睿 · 头豹分析师 2025-06-18 未经平台授权，禁止转载 年 PCR Copyright © 2025 头豹 行业分类： 制造业/体外诊断设备制造 摘要 PCR仪行业依托聚合酶链式反应技术，在生物医学等领域广泛应用。该行业受技术创新驱动，PCR仪性能不断升级，实现多重PCR和定量PCR等功能，未来更注重集成化 和智能化。行业高度依赖产业链整合，试剂市场与仪器市场相辅相成。同时，受严格法规监管，确保产品质量和安全。市场规模随技术进步和应用领域拓宽而显著增长，未 来因传染病诊断和治疗需求增加及数字PCR仪的崛起，预计将持续扩展，展现巨大发展潜力。 聚合酶链式反应（PCR）是一种广泛应用于分子生物学中的技术，其核心原理是通过特定的酶在体外快速扩增DNA片段。PCR仪是一种用于 进行PCR反应的实验仪器，通过依次变换温度来实现PCR反应的不同步骤，包括变性、退火和延伸。PCR仪具有高度敏感性、高度特异性、快速 高效、可复制性和重复性好、多样性和灵活性以及可自动化等优点，可广泛应用于生物医学研究、生命科学和分子生物学等 ...

Core Viewpoint - The company Hotgen Biotech (688068.SH) has announced that its main business involves the research, production, and sales of in vitro diagnostic reagents and related instruments, while its biopharmaceutical innovation and early cancer screening businesses are independently operated by joint ventures [1] Group 1 - The main business of Hotgen Biotech is focused on in vitro diagnostic reagents and related instruments [1] - The biopharmaceutical innovation and early cancer screening businesses are managed by joint ventures including ShunJing Pharmaceutical, YaoJing Genetics, ZhiYuan Biotech, and AoRui Biotech [1] - The related businesses are characterized by high research and development investment and significant research risks [1]

Core Viewpoint - The in vitro diagnostics sector experienced a slight increase of 0.24% on July 4, with a net outflow of funds amounting to 42.33 million [1] Group 1: Market Performance - A total of 18 stocks in the sector saw gains, while 49 stocks declined [1] - The top decliners included Dongfang Ocean (-6.51%), Xilong Scientific (-3.81%), and Nearshore Protein (-2.54%) [1][1] Group 2: Stock Performance - Notable gainers included: - Hotgen Biotech with a price of 194.81 and an increase of 20.08%, attracting a net fund inflow of 2.125 million [1] - Saily Medical at 21.08, up 10.02%, with a net inflow of 1.758 million [1] - Zhongyuan Union at 25.87, rising 9.99%, with a net inflow of 1.38 billion [1] - Decliners included: - Botao Biotech at 37.34, down 3.38%, with a net outflow of 1.087 million [1] - Maike Biotech at 7.99, down 2.44%, with a net inflow of 176.92 thousand [1]

今天，A股顺周期和成长板块走强，上证指数冲高回落，盘中涨超1%，13:24最高涨至3497.22点，逼近 3500点关口。 截至收盘，上证指数涨0.32%，深证成指跌0.25%，创业板指跌0.36%。全市场成交额超1.45万亿元，较 上日放量1210亿元。本周，上证指数涨1.4%，深证成指跌0.25%，创业板指涨1.5%。 板块题材上，跨境支付、银行、游戏、电力、钢铁、创新药板块涨幅居前；固态电池、有色金属、美容 护理、风电设备板块跌幅居前。 盘面上，大金融板块爆发。中信银行、浦发银行、上海银行等多只银行股创新高；证券期货、金融科技 等多元金融股走强，大智慧、湘财股份、弘业期货等上涨。东方财富全天成交额约120亿元，居A股第 一。 脑机接口、创新药、光伏概念走强。亚玛顿"3连板"；热景生物（688068）"20CM"涨停，股价创历史新 高。 消息面上，国家药监局公告将支持脑机接口医疗器械政策、国家医保局新规首次将商保创新药纳入目录 调整以及工信部强调规范行业竞争、引导品质提升及淘汰落后产能等最新产业政策消息，受到市场关 注。资金偏好与政策预期形成共振，A股相关板块走强。 创新药板块大涨 今天，创新药板块大涨， ...

业绩方面，2022年至2024年，贝尔生物营业收入分别为2.75亿元、4.13亿元及3.76亿元；净利润分别为 4418.41万元、1.49亿元及1.4亿元，毛利率分别为71.24%、76.22%及78.88%。 | 项目 | 2024年12月31日 | 2023年12月3日 | 2022年12月31日 | | --- | --- | --- | --- | | | /2024年度 | /2023年度 | /2022年度 | | 资产总计(元) | 863,732,507.15 | 735,881,572.95 | 648,934,784.08 | | 股东权益合计(元) | 789.955.173.71 | 630,127,915.95 | 477,061,641.93 | | 归属于母公司所有者的股东权益(元) | 789,955,173.71 | 630,127,915.95 | 477,061,641.93 | | 资产负债率(母公司)(%) | 7.83 | 13.06 | 23.88 | | 营业收入(元) | 375,829,845.27 | 413,368,995.99 | 274,532,1 ...

Group 1 - The stock of Anbiping (688393) has a comprehensive score of 51.00, indicating a strong performance [1] - The main cost analysis shows the following prices: current main cost at 28.47 yuan, 5-day main cost at 28.76 yuan, 20-day main cost at 29.46 yuan [1] - The stock has experienced 2 instances of hitting the upper limit and no instances of hitting the lower limit in the past year [1] Group 2 - Short-term resistance is at 29.54 yuan, while short-term support is at 27.68 yuan [2] - The market is currently indecisive, awaiting direction from the main funds, with the mid-term trend also unclear [2] - The K-line pattern indicates a potential upward movement, with various signals suggesting different market conditions [2] Group 3 - On July 3, 2025, the net inflow of main funds was 423.99 million yuan, accounting for 9% of the total transaction volume [2] - Large orders saw a net inflow of 417.98 million yuan, while retail investors experienced a net outflow of 17.93 million yuan [2] - Related industry sectors include medical devices (0.43%), in vitro diagnostics (0.82%), and internet healthcare (0.73%) [2]

Core Points - The core initiative of the company is the launch of the "Assistance in Education, School Support, and Medical Aid" charity project in Heping County, Guangdong, with a total donation value of 7.8125 million yuan [1][3][10] Group 1: Charity Project Details - The charity project includes three main plans: "Educational Assistance for Disadvantaged Children," "Sports and Health Support for Mountain Schools," and "Enhancement of Medical Testing Capabilities" [3] - The project aims to improve the educational environment and healthcare services in Heping County, which has long faced resource shortages in these areas [4][10] Group 2: Company Philosophy and Commitment - The company emphasizes its commitment to social responsibility, integrating the values of "benevolence, responsibility, and commitment" into its corporate culture [3] - The founder expressed that the company's value lies not only in creating economic wealth but also in giving back to society [3] Group 3: Community Engagement - The donation ceremony included a signing of the donation agreement and the presentation of donation plaques to local government departments, marking the official handover of the donated materials [6] - Ten student representatives participated in a pairing ceremony with volunteers, symbolizing the start of a supportive relationship between the volunteers and the children [8] Group 4: Recognition and Future Aspirations - Local officials expressed gratitude for the company's generous donation, highlighting its significance as a timely support for the local education and healthcare sectors [4] - The company plans to continue its philanthropic efforts, contributing to the national rural revitalization strategy and promoting positive social energy [10]

根据中国证券监督管理委员会《关于同意杭州奥泰生物技术股份有限公司首 次公开发行股票注册的批复》（证监许可〔2021〕495 号）核准同意，公司首次公开 发行人民币普通股 13,500,000 股，每股发行价格为人民币 133.67 元，募集资金 总额为 1,804,545,000.00 元；扣除发行费用 161,278,093.75 元后，募集资金 净额为 1,643,266,906.25 元，上述资金已全部到位，经致同会计师事务所（特 殊普通合伙）审验并出具致同验字【2021】第 332C000116 号《验资报告》。募 集资金到账后，已全部存放于经公司董事会批准开设的募集资金专项账户内，公 司已与保荐机构、存放募集资金的商业银行签署了募集资金三方监管协议。具体 情况详见公司 2021 年 3 月 24 日披露于上海证券交易所网站（www.sse.com.cn） 的《杭州奥泰生物技术股份有限公司首次公开发行股票科创板上市公告书》。 公司首次公开发行股票募集资金扣除发行费用后拟投资于以下项目： 单位：万元 | 序号 | 项目名称 | 项目总投资 | 募集资金投资额 | | --- | --- | --- | ...