瞭望塔财经通过证监会官网了解到，2025年6月13日，广西田园生化股份有限公司（简称"田园生化"）公开深交所主板IPO辅导完成的报告，这家位于南宁、 年营收超17亿元的农药制剂企业正式向资本市场发起冲击。 广西田园生化股份有限公司成立于1994年，董事长兼总经理李卫国是公司的灵魂人物。目前公司核心业务聚焦三大板块：农药制剂、药肥产品、智能农业机 械。 瞭望塔财经通过IPO进程发现，田园生化于2022年4月签署辅导协议，由国海证券担任辅导机构。辅导期间，公司通过控股股东收购小股东股份、成立员工 持股平台等方式优化了股权结构。 图片来源：田园生化官网 招股书揭开了公司的两面性：一边是连续三年增长的净利润（2022年1.62亿元、2023年2.29亿元、2024年2.49亿元）；另一边却是2024年营收下滑、产品均 价全线下滑的隐忧。而最引人注目的，是公司在IPO前夕的两年内突击分红2.21亿元。 （图片来源：企业预警通） 1、企业背景与IPO进程 | 辅导对象 | 广西田园生化股份有限公司 | | | | --- | --- | --- | --- | | 成立日期 | 2001 年 3 月 16 日 | | | ...

Group 1: Company Announcements - Jingce Electronics' subsidiary signed sales contracts for semiconductor measurement equipment totaling 113 million yuan [1] - Zhifei Biological plans to issue company bonds not exceeding 6 billion yuan for technology innovation and working capital [1] - Rijiu Optoelectronics' subsidiary plans to invest 822 million yuan in a functional film project with an annual production capacity of 6 million square meters [1] - Huiyun Titanium Industry's subsidiary intends to acquire a 53.125% stake in Chenshang Mining for 30.6 million yuan and increase capital by 32.4 million yuan [2] - Hongte Technology plans to raise up to 650 million yuan through a rights issue for various projects and working capital [2] - Jincheng Pharmaceutical's subsidiary received FDA approval for the active pharmaceutical ingredient Posaconazole [4] - Kairun Co. plans to reduce its shareholding by up to 2% due to personal funding needs [5] - Rundou Co. passed an FDA inspection for nine active pharmaceutical ingredients [6] - Sanyou Lianzhong's shareholders plan to reduce their holdings by up to 3% due to funding needs [7] - *ST Yazhen's stock was suspended for trading due to a significant price increase of 29.43% [9] - Online and Offline plans to change control with a share transfer agreement, leading to a new controlling shareholder [10] - Dazhong Mining intends to purchase office space from an affiliate for 50.17 million yuan [11] - Suzhou Bank's major shareholder increased its stake by 856 million yuan [12] - *ST Fanli's subsidiary plans to acquire a 60% stake in Guangzhou Fengteng for up to 28.8 million yuan [14] - Hengmingda's major shareholders plan to reduce their holdings by up to 3.15% [16] - Guomai Technology's shareholder plans to reduce its stake by up to 1% due to funding needs [17] - ST Bailin's stock will change its name to Guizhou Bailin and remove risk warnings [17] - *ST Xianfeng's stock will change its name to Xianfeng Holdings and remove risk warnings [18] - Maiwei Bio signed an exclusive licensing agreement with CALICO for a monoclonal antibody, receiving an upfront payment of 25 million USD [19] - Maiwei Bio signed a technology licensing agreement with Qilu Pharmaceutical for a new drug project, with a total payment of up to 500 million yuan [21] - Maiwei Bio plans to repurchase shares worth between 25 million and 50 million yuan [22] - Mengwang Technology plans to acquire 100% of Bicheng Digital for 1.28 billion yuan to expand its e-commerce services [22] Group 2: Industry Overview - Jingce Electronics operates in the mechanical equipment sector, focusing on measurement systems for displays, semiconductors, and new energy [1] - Zhifei Biological is in the pharmaceutical sector, specializing in vaccine and biological product development [1] - Rijiu Optoelectronics is part of the electronics industry, focusing on touch display materials and functional films [1][2] - Huiyun Titanium Industry operates in the basic chemicals sector, focusing on titanium dioxide products [2] - Hongte Technology is in the automotive industry, specializing in aluminum alloy precision die-casting for automotive components [2][3] - Jincheng Pharmaceutical is in the pharmaceutical sector, focusing on chemical pharmaceuticals and active ingredients [4] - Rundou Co. operates in the pharmaceutical sector, focusing on chemical drug formulations and raw materials [6] - Sanyou Lianzhong is in the electrical equipment sector, specializing in relays and transformers [7] - *ST Yazhen operates in the light industry, focusing on high-end furniture products [9] - Online and Offline is in the communication sector, focusing on communication services and applications [10] - Dazhong Mining operates in the steel industry, focusing on iron ore mining and processing [11] - Suzhou Bank is a city commercial bank, providing various banking services [12] - *ST Fanli operates in the media sector, focusing on online advertising and marketing services [14] - Hengmingda is in the electronics sector, focusing on precision components for consumer electronics [16] - Guomai Technology operates in the education sector, focusing on IoT technology services [17] - ST Bailin is in the energy sector, providing engineering consulting and smart factory solutions [17] - *ST Xianfeng operates in the animal health sector, focusing on vaccines and animal nutrition [18] - Maiwei Bio is in the pharmaceutical sector, focusing on biopharmaceuticals [19][21][22] - Mengwang Technology operates in the communication sector, focusing on cloud platform services [22]

天眼查App显示，近日，济南汉朝仁通生物科技有限公司成立，法定代表人为杨红兴，注册资本500万 人民币，由汉朝（北京）生物科技有限公司全资持股。 企业名称济南汉朝仁通生物科技有限公司法定代表人杨红兴注册资本500万人民币国标行业制造业>医 药制造业>化学药品制剂制造地址山东省济南市章丘区埠村街道经十东路9399号龙山数字经济产业园 （山东智谷创业园）1号楼501-03办公室企业类型有限责任公司（非自然人投资或控股的法人独资）营 业期限2025-6-25至无固定期限登记机关济南市章丘区市场监督管理局 来源：金融界 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；日用化学产品制造；医 用包装材料制造；第一类医疗器械生产；第一类医疗器械销售；第二类医疗器械销售；消毒剂销售（不 含危险化学品）；卫生用品和一次性使用医疗用品销售；化妆品零售；化妆品批发；互联网销售（除销 售需要许可的商品）；细胞技术研发和应用；人体基因诊断与治疗技术开发。（除依法须经批准的项目 外，凭营业执照依法自主开展经营活动）许可项目：化妆品生产；第二类医疗器械生产；第三类医疗器 械生产；消毒剂生产（不含危险化学品）；第三类医 ...

Group 1 - China State Construction won multiple major projects with a total amount of 21.53 billion yuan, accounting for 1.0% of the audited revenue for 2024 [1] - Zhongtai Chemical's subsidiary has fully launched a methanol upgrading demonstration project, which will further reduce production costs [1] - Wide Special Materials expects a net profit increase of approximately 367.51% year-on-year for the first half of 2025, driven by improved demand and internal optimization [1][2] Group 2 - Longdi Group plans to exercise its preferential subscription rights to participate in the convertible bond issuance of its associate company, Yongqi Electronics, with an investment of no more than 89.249 million yuan [3] - Dayou Energy's subsidiary Mengjin Coal Mine has resumed production after a 38-day suspension due to an accident, with an annual capacity of 1.2 million tons [5] - Shanying International plans to repurchase shares worth between 500 million and 1 billion yuan, with a maximum repurchase price of 2.50 yuan per share [7] Group 3 - Huatai Securities has been approved to issue up to 10 billion yuan in technology innovation bonds to support investment in the technology innovation sector [9] - Weixin Kang's cooperative product, an injectable multivitamin, has passed the consistency evaluation, enhancing its market potential [10] - Jinpu Titanium's controlling shareholder will have 35 million shares auctioned, accounting for 3.55% of the company's total share capital [11] Group 4 - China Pharmaceutical plans to waive its preferential purchase rights for a 24% stake in Chongqing Medical Health Industry Co., with a base transfer price of 2.206 billion yuan [12] - Beijia Clean plans to reduce its shareholding by 1.99% due to funding needs [13] - Anpelon has obtained a design patent for a brake sensor, enhancing its technological capabilities [14] Group 5 - Zhongyue Holdings' subsidiary has received approval for a clinical trial application for a new drug, indicating progress in its pharmaceutical development [14] - Lijun Group's YJH-012 injection has been approved for clinical trials, showcasing its potential in treating gout [16] - Yageer has sold financial assets totaling 4.176 billion yuan, representing 10.13% of its audited net assets for 2024 [15] Group 6 - Tailing Micro expects a net profit increase of approximately 267% year-on-year for the first half of 2025, driven by customer demand and product sales [19] - Baotai plans to invest 287 million yuan to acquire a 51% stake in Shaanxi Wanhao Titanium Technology Co., enhancing its production capabilities [21] - Laime Pharmaceutical has received a drug registration certificate for azithromycin granules, expanding its product portfolio [23] Group 7 - KQ Bio has received approval for a new veterinary vaccine, marking a significant advancement in its product offerings [25] - Robotech signed a contract worth approximately 17.1 million euros, representing over 12.82% of its audited revenue for 2024 [26] - Alloy Investment is planning a control change, leading to a temporary suspension of its stock [27] Group 8 - Huabang Health's subsidiary has received approval for two dermatological drugs, indicating growth in its pharmaceutical pipeline [28] - Lingxiao Pump Industry plans to invest 60 million yuan in wealth management products, optimizing its financial strategy [29] - Jinzhong Technology has won projects totaling 113 million yuan, accounting for 6.39% of its expected revenue for 2024 [31] Group 9 - Yifan Pharmaceutical's subsidiary has received approval for a clinical trial of a growth hormone injection, indicating progress in its research and development [32] - Guiguan Electric plans to invest 395 million yuan in a photovoltaic project, reflecting its commitment to renewable energy [33] - Rili Technology intends to repurchase shares worth between 10 million and 20 million yuan, supporting its stock performance [34] Group 10 - Xingye Securities' chairman has resigned, leading to a change in leadership [35] - Jinko Solar has achieved third-party certification for its high-efficiency solar cells, setting a new industry record [37] - Changan Automobile's controlling shareholder has changed its name, reflecting a rebranding effort [38]

Core Viewpoint - Ordos City is focusing on developing the biopharmaceutical industry as a key industrial chain, aiming to create an ideal environment for industry transfer and growth [1][2]. Group 1: Business Environment - Ordos has been ranked first in Inner Mongolia's business environment assessment for five consecutive years, promoting a "warm city" business environment brand [1]. - The city has implemented the "Release, Management, and Service" reform and optimized the business environment 6.0 version, enhancing project approval processes and reducing costs for enterprises [1]. Group 2: Policy Support - Ordos has introduced unprecedented policies in technology and talent, including a new version of the technology and talent policy, to attract innovation and development [1][2]. - The city collaborates with top universities and research institutions to establish high-level scientific innovation platforms, fostering a strong talent pool [1]. Group 3: Financial Empowerment - Ordos has developed venture capital, equity investment, and patient capital, with state-owned enterprises participating in the establishment of 13 funds totaling 30.8 billion yuan to support industrial projects [2]. Group 4: Industry Advantages - The city possesses unique advantages in the biopharmaceutical sector, particularly in chemical raw materials, traditional Chinese medicine, and biopharmaceuticals, with a rich variety of high-quality medicinal materials [2]. - Ordos has over 60,000 acres of traditional Chinese medicine cultivation bases, producing 73,000 tons of high-quality medicinal materials annually, providing abundant natural resources for the biopharmaceutical industry [2]. Group 5: Research and Development - The city is actively promoting the innovation and development of traditional Chinese medicine through policies and collaborations with top research institutions [2]. - Ordos is engaging with leading research institutions and enterprises to advance cutting-edge biotechnologies, including synthetic biology and gene editing, accelerating clinical research applications of new technologies [2].

固德威：拟1亿–1.5亿元回购公司股份 6月13日晚，固德威（688390）发布公告称，公司计划以集中竞价方式回购股份，回购资金总额在1亿元 至1.5亿元之间，回购价格上限为53元/股，预计回购股份数量为189万股至283万股，占总股本的0.78% 至1.17%。 资料显示，固德威成立于2010年11月，主营业务是太阳能、储能等新能源电力电源设备的研发、生产和 销售，并致力于为家庭、工商业用户及地面电站提供智慧能源管理等整体解决方案。 所属行业：电力设备–光伏设备–逆变器 双良节能：中标甘肃能化庆阳2×660MW煤电项目 6月13日晚，双良节能（600481）发布公告称，公司和中建研科技股份有限公司、河南省第二建设集团 有限公司中标甘肃能化庆阳2×660MW煤电项目工程间冷塔EPC工程招标项目，预计中标总额为2.37亿 元，占公司2024年度营业收入的1.82%。 资料显示，双良节能成立于1995年10月，主营业务是节能节水系统业务及新能源系统业务。 所属行业：电力设备–光伏设备–硅料硅片 中国太保：前5月两子公司保费收入合计2271.69亿元 6月13日晚，中国太保（601601）发布公告称，1至5月，公司 ...

锡业股份：拟1亿–2亿元回购公司股份 6月13日，蜂助手（301382）发布公告称，公司拟以自筹资金2.06亿元收购广州小当智慧科技有限公司 持有的广东丰当科技有限公司30%的股权。收购完成后，蜂助手将持有丰当科技100%的股权。此次收 购旨在整合产业链资源，推动公司募投项目落地。 6月13日，锡业股份（000960）发布公告称，公司拟使用自有资金或自筹资金回购公司股份，用于注销 并减少注册资本，回购价格不超过21.19元/股（含），回购资金总额不低于1亿元（含）且不超过2亿元 （含）。 资料显示，锡业股份成立于1998年11月，主营业务是锡、铜、锌、铟等金属矿的勘探、开采、选矿和冶 炼。 所属行业：有色金属–小金属–其他小金属 蜂助手：拟收购控股子公司丰当科技剩余30%股权 资料显示，蜂助手成立于2012年1月，主营业务是互联网数字化虚拟商品综合服务。 所属行业：通信–通信服务–通信应用增值服务 *ST工智：收到深交所股票终止上市决定 6月13日，*ST工智（000584）发布公告称，公司收到深圳证券交易所关于股票终止上市的决定。公司 股票6月20日复牌并进入退市整理期，退市整理期的交易期限为15个交易日， ...

2025 年 6 月 9 日 证券研究报告 行业周报 | 行业评级： | | | --- | --- | | 报告期：2025.5.26-2025.6.6 | | | 投资评级 | 看好 | | 评级变动 | 维持评级 | huchenxi@gwgsc.com 执业证书编号：S0200518090001 联系电话：010-68085205 研究助理 魏钰琪 weiyuqi@gwgsc.com 执业证书编号：S0200123060002 联系电话：010-68099389 公司地址：北京市丰台区凤凰嘴街 层 医药生物行业双周报 2025 年第 12 期总第 135 期 聚焦创新主线，把握三大方向投资机遇 行业回顾 本报告期医药生物行业指数涨幅为 3.36%，在申万 31 个一级行业中 位居第 6，跑赢沪深 300 指数（-0.21%）。从子行业来看，化学制剂、 其他生物制品涨幅居前，涨幅分别为 5.77%、4.68%；线下药店跌幅 居前，跌幅为 1.15%。 行业走势： 估值方面，截至 2025 年 6 月 6 日，医药生物行业 PE（TTM 整体法， 剔除负值）为 28.24x（上期末为 27.60x），估值 ...

上天天基金APP搜索【777】注册即可 领98元券包 ， 优选基金10元起投！限量发放！先到先 得！ 6月首个交易周，A股三大股指震荡上涨。在业内机构看来，6月至8月，应更加注重企业基本面的投资 逻辑。 具体板块配置上，机构建议重点围绕传统产能出清、新消费崛起以及行业景气度较高的领域布局，细分 领域包括汽车、有色金属、商贸零售、美容护理、化学制药等。港股短期或维持震荡，但中长期看具备 修复动能，值得投资者关注。 影响后市投资事件 我国央行连续7个月增持黄金 国家外汇管理局6月7日发布的数据显示，截至2025年5月末，我国外汇储备规模为32853亿美元，较4月 末上升36亿美元，升幅为0.11%。外汇局同日发布的数据显示，5月末央行黄金储备为7383万盎司，环 比增加6万盎司，为连续第7个月增持黄金。 上交所：将不断丰富红利指数相关产品体系 上交所6月6日消息，日前上交所召开高分红重回报暨上市公司价值提升座谈会。上交所相关负责人表 示，未来上交所将推动上市公司进一步加大分红力度，增加分红频次，用好回购、并购重组、投资者交 流等市值管理工具，持续提升公司投资价值。在产品供给端，将不断丰富红利指数相关产品体系，满足 ...

【全新修订】：2025年6月 【出版机构】：中智信投研究网 全球与中国非淀粉多糖酶市场规模预测及前景战略研究报告2025-2031年 【内容部分有删减·详细可参中智信投研究网出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 报告目录 1 非淀粉多糖酶市场概述 1.1 产品定义及统计范围 1.2 按照不同产品类型，非淀粉多糖酶主要可以分为如下几个类别 1.2.1 全球不同产品类型非淀粉多糖酶销售额增长趋势2020 VS 2024 VS 2031 5.7.1 Amano Enzyme Incorporated基本信息、非淀粉多糖酶生产基地、销售区域、竞争对手及市场地位 5.7.2 Amano Enzyme Incorporated 非淀粉多糖酶产品规格、参数及市场应用 5.7.3 Amano Enzyme Incorporated 非淀粉多糖酶销量、收入、价格及毛利率（2020-2025） 5.7.4 Amano Enzyme Incorporated公司简介及主要业务 5.7.5 Amano Enzyme Incorporated企业最新动态 5.8 BASF 5.8.1 BASF ...