格隆汇8月19日｜申联生物(688098.SH)今日再度20CM涨停，为连续第三日涨停，报价15.4元，创2021年 3月以来新高。 申联生物昨晚发布股票交易异常波动公告称，经公司自查，并发函向控股股东、实际控 制人核实，截至本公告披露日，公司不存在应披露而未披露的重大事项。公司目前生产经营正常，生产 经营未发生重大变化。公司目前的主营业务是兽用生物制品，艾滋病单克隆抗体等创新药管线由联营公 司扬州世之源生物科技有限责任公司独立运营，相关业务具有研发周期长，投入大，研发风险高的特 点。 ...

Core Viewpoint - Shenlian Bio (688098.SH) has experienced a significant stock price increase, reaching a new high since March 2021, with a 20% limit up for three consecutive days, currently priced at 15.4 yuan [1] Company Summary - Shenlian Bio announced that there are no undisclosed significant matters after self-examination and verification with its controlling shareholder and actual controller [1] - The company's production and operations are normal, with no major changes reported [1] - The main business of the company focuses on veterinary biological products, while its innovative drug pipeline, including AIDS monoclonal antibodies, is independently operated by its joint venture, Yangzhou Shizhi Source Biotechnology Co., Ltd. [1] - The related business has characteristics of long R&D cycles, high investment, and significant R&D risks [1]

Core Viewpoint - Multiple listed companies in China have announced significant updates, including stock termination applications, operational changes, and financial performance reports, which may present investment opportunities and risks for investors [3]. Group 1: Company Announcements - China Shipbuilding Industry Corporation has submitted an application for voluntary termination of its stock listing, which has been accepted by the Shanghai Stock Exchange [4]. - Shenyang Biological announced that its innovative drug pipeline, including monoclonal antibodies for AIDS, is being operated independently by its joint venture, indicating a focus on long-term R&D despite high risks [5]. - Yingshi Innovation reported that its panoramic drone product is still in the testing phase and has not generated any revenue yet, which is not expected to significantly impact its 2025 financial performance [6][7]. - Zhongjing Food's subsidiary plans to sell land and factory assets valued at approximately 55.01 million yuan to optimize asset allocation [8]. - Zhongfu Circuit plans to establish an industrial investment fund with a total size of 250 million yuan, focusing on new materials and technologies in the semiconductor and AI sectors [9]. - ST Xinchao clarified that it has no plans for oil exports to the U.S., addressing misinformation circulating among investors [10]. - Tianpu Co. announced a continued suspension of its stock due to potential changes in control, with an expected suspension period of no more than three trading days [11]. - Guihang Co. reported the resignation of its chairman due to work reasons, with no outstanding commitments [12]. Group 2: Financial Performance - Jiao Cheng Ultrasonic reported a 32.50% increase in revenue to 323 million yuan and a net profit of 58.04 million yuan, up 1005.12%, attributed to higher revenue from high-margin products [14]. - Jintian Co. achieved a net profit of 373 million yuan, a 203.86% increase, with revenue of 59.29 billion yuan, up 2.46% [15]. - Haizheng Materials reported a net profit of 3.18 million yuan, down 87.32%, with revenue of 40.8 million yuan, down 5.28% [16]. - Hefeng Co. turned a profit with a net profit of 233 million yuan, up from a loss, and revenue of 17.41 billion yuan, up 16.27% [17]. - Guangwei Composite reported a net profit of 269 million yuan, down 26.85%, with revenue of 1.20 billion yuan, up 3.87% [18]. - Whirlpool reported a net profit of 216 million yuan, up 593.65%, with revenue of 2.19 billion yuan, up 34.10% [19]. - Daoming Optical reported a net profit of 114 million yuan, up 21.88%, with revenue of 734 million yuan, up 9.97% [20]. - Shengjing Micro reported a net profit of 14.38 million yuan, up 57.66%, with revenue of 235 million yuan, up 2.4% [21]. - Kids King reported a net profit of 143 million yuan, up 79.42%, with revenue of 4.91 billion yuan, up 8.64% [23]. - Wavelength Optoelectronics reported a net profit of 14.23 million yuan, down 50.57%, with revenue of 223 million yuan, up 17.79% [24]. - Zhongxin Fluorine Materials reported a net profit of 5.41 million yuan, up 123.40%, with revenue of 77.4 million yuan, up 19.81% [25]. - Meihua Medical reported a net profit of 11.4 million yuan, down 32.44%, with revenue of 73.3 million yuan, up 3.73% [26]. - Yidian Tianxia reported a net profit of 144 million yuan, up 8.81%, with revenue of 1.74 billion yuan, up 59.95% [27]. Group 3: Shareholding Changes - Jinhui Co. announced that its shareholder plans to reduce its stake by up to 3% through various methods, totaling a maximum of 29.34 million shares [28]. - Lianming Co. announced that its controlling shareholder intends to reduce its stake by up to 3% between September and December 2025 [29]. Group 4: Financing Activities - Jinsanjiang announced plans to issue convertible bonds not exceeding 290 million yuan to fund a silica production project in Malaysia [30].

Group 1 - The core business of the company is veterinary biological products, while the innovative drug pipeline, including AIDS monoclonal antibodies, is independently operated by its joint venture, Yangzhou Shizhi Source Biotechnology Co., Ltd. [2] - The related business has characteristics of long research and development cycles, high investment, and significant research risks [2]

Group 1 - The company, Shenlian Bio, has issued a notice regarding its business operations, which primarily focus on veterinary biological products [2] - The innovative drug pipeline, including monoclonal antibodies for HIV, is independently operated by its joint venture, Yangzhou Shizhiyuan Biotechnology Co., Ltd [2] - The related business is characterized by long research and development cycles, significant investment, and high research risks [2]

Core Viewpoint - Company has signed cooperation contracts with the Lanzhou Veterinary Research Institute and Zhongnong Weite Biotechnology Co., Ltd. to develop multi-valent vaccines for swine and cattle, addressing the urgent market demand for complex animal disease prevention [1][2][3] Group 1: Cooperation Details - The contracts include the development of two multi-valent vaccines: one for swine (foot-and-mouth disease, swine fever, and pseudorabies) and one for cattle (foot-and-mouth disease, viral diarrhea/mucosal disease, and infectious bovine rhinotracheitis) [1][2] - The cooperation involves shared responsibilities and costs among the parties, with joint ownership of the resulting intellectual property [1][5][8] Group 2: Technical Goals and Methods - The technical goals include obtaining clinical trial approval and new veterinary drug registration for both vaccine projects [3][6] - The development process will follow the Ministry of Agriculture and Rural Affairs' requirements, including research on strains, production processes, and clinical trials [4][6] Group 3: Impact on the Company - This collaboration reflects the company's focus on advanced biotechnology and aims to enhance its competitive position in the animal health sector by providing comprehensive disease prevention solutions [8][9] - The vaccines are designed to reduce the number of immunizations required, thereby saving resources and costs while improving production efficiency [8][9] Group 4: Future Directions - The company plans to strengthen its collaboration with the Lanzhou Veterinary Research Institute and explore the application potential of its research technology platform for other vaccine developments, including mRNA and VLPs vaccines [9]

Core Viewpoint - The company has received clinical trial approval for its mRNA vaccine targeting feline infectious peritonitis, marking a significant milestone in the development of veterinary nucleic acid vaccines [1] Group 1 - The company's wholly-owned subsidiary, Jinyu Baoling Biological Pharmaceutical Co., Ltd., has obtained the clinical trial approval from the Ministry of Agriculture and Rural Affairs for the feline infectious peritonitis mRNA vaccine [1] - This mRNA vaccine is categorized as a novel innovative vaccine, indicating advancements in vaccine technology [1] - The company is the first in the country to receive clinical approval for a veterinary nucleic acid vaccine targeting feline infectious peritonitis, establishing a foundation for future development in this area [1]

Core Viewpoint - The announcement indicates that the company has received clinical trial approval for its mRNA vaccine targeting porcine epidemic diarrhea virus, marking a significant milestone in the veterinary vaccine sector in China [1] Group 1 - The company has obtained the clinical trial approval for the porcine epidemic diarrhea virus mRNA vaccine (RPS1903) from the Ministry of Agriculture and Rural Affairs [1] - This approval represents the first clinical trial permit for an mRNA vaccine for economic animals in China [1] - The achievement highlights the company's established mRNA vaccine research and development platform for veterinary use, which is expected to broaden its product line and development potential [1] Group 2 - The approval is anticipated to enhance the company's visibility and influence within the industry [1]

Core Viewpoint - The stock of Jinyu Biotechnology Co., Ltd. experienced abnormal trading fluctuations, with a cumulative closing price increase exceeding 20% over three consecutive trading days from July 15 to July 17, 2025, triggering the abnormal fluctuation standards set by the Shanghai Stock Exchange [2][3]. Group 1: Stock Trading Abnormalities - The stock price of Jinyu Biotechnology rose significantly, with a cumulative increase of over 20% during the specified trading days [2][3]. - The company confirmed that its production and operational conditions remain normal, with no significant changes in the external business environment [4]. Group 2: Financial Performance - The company anticipates a net profit attributable to shareholders of between 57 million to 70 million yuan for the first half of 2025, representing a decrease of 52.92 million to 65.92 million yuan compared to the same period last year, which is a year-on-year decline of 43.05% to 53.63% [4]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 30 million to 44 million yuan, reflecting a decrease of 63.86 million to 77.86 million yuan year-on-year, a decline of 59.21% to 72.19% [4]. Group 3: Major Events and Developments - The company’s wholly-owned subsidiary, Jinyu Baoling, received a clinical trial approval for an African swine fever subunit vaccine from the Ministry of Agriculture and Rural Affairs [5][12]. - The vaccine development has involved a cumulative investment of approximately 64 million yuan [13]. Group 4: Shareholder and Management Actions - The company’s major shareholder, Inner Mongolia Jinyu Biological Holdings Co., Ltd., confirmed that there are no undisclosed significant matters related to the company, including major asset restructuring or significant transactions [5][8]. - There were no stock trading activities by the company’s directors, senior management, or major shareholders during the period of abnormal stock price fluctuations [8].

Core Viewpoint - The company has received clinical trial approval for its African swine fever subunit vaccine from the Ministry of Agriculture and Rural Affairs, marking a significant step in its vaccine development efforts [1] Group 1: Company Developments - The company's wholly-owned subsidiary, Jinyu Baoling Biological Pharmaceutical Co., Ltd., has been granted the clinical trial approval (Approval No: 2025058) for the African swine fever vaccine [1] - The vaccine is specifically designed to prevent African swine fever virus infections, indicating a targeted approach to addressing this critical issue in the livestock industry [1] - The company has invested approximately 64 million yuan in research and development for this vaccine in collaboration with research institutions since 2023 [1] Group 2: Clinical Trial Process - The clinical trials will be conducted at Jinyu Baoling, and the vaccine must complete these trials and undergo registration application before it can be marketed and sold [1] - Approval from regulatory bodies is required after the completion of clinical trials, highlighting the importance of compliance in the pharmaceutical development process [1]