登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603102 证券简称：百合股份 公告编号：2025-021 威海百合生物技术股份有限公司 关于以集中竞价交易方式回购公司股份 的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ■ 一、回购股份的基本情况 公司于2024年8月8日召开第四届董事会第九次会议，审议通过了《关于以集中竞价交易方式回购公司股 份方案的议案》，同意公司以自有或自筹资金以集中竞价交易方式回购部分公司股份，本次回购股份将 在未来适宜时机全部用于员工持股计划或股权激励，回购价格不超过人民币42元/股（含），回购资金 总额不低于人民币3,000万元（含），不超过人民币6,000万元（含），回购期限为自董事会审议通过本 次回购方案之日起12个月内，具体内容详见公司在上海证券交易所网站（www.sse.com.cn）披露的《关 于以集中竞价交易方式回购公司股份方案的公告》（公告编号：2024-025）和《关于以集中竞价交易方 式回购公司股份的回购报告书》（公告编号：2024-02 ...

一、行情回顾 市场全天低开反弹，三大指数小幅上涨。创新药概念股再度大涨，舒泰神、华纳药厂、北陆药业、海南海药等10余股涨停。新消费概念反复活跃，曼卡龙、 萃华珠宝、金陵体育、均瑶健康等封板。银行等金融股继续走强，沪农商行涨停，杭州银行、中信银行刷新历史高点。下跌方面，汽车整车股走低，江淮汽 车、上汽集团跌超5%。个股涨多跌少，沪深京三市超3200股飘红，今日成交1.16万亿。 二、当日热点 1.医药 医药板块今日继续大涨，联化科技4板，万邦德、海南海药等多股涨停。 5月29日，国家药监局（NMPA）披露了近期获批上市的11款创新药物。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | | --- | --- | --- | --- | --- | --- | --- | --- | | 联化科技 | 4天4板 | 10.12 | +10.00% | 10:38:03 | 13.17% | 91.74亿 | 国内农药中间体定 (台州)、联化昂 | | 002250.SZ | | | | | | | CRO+CDMO 服务 | | | | | | | | ...

保健品之新：新品类 悦己特征突出，美容养颜类高景气。颜值经济驱动下，美容养颜、身材管理、运动健身、护发固发此类 与"颜值经济"相关的功效品类遥遥领先，在抖音TOP20的商品中，占据超49%的市场份额，同时护肝、 润喉赛道增速亮眼，三高心血管健康、骨骼健康市场体量稳固。营养健康食品零食化趋势显著，年轻消 费者更倾向即食软糖、冲泡粉剂等形态，非蓝帽子产品接受度提升，功能性食品销量占比持续增长。抗 衰老赛道扩容加速，麦角硫因因超强抗氧化能力成为出圈爆点，跨境品牌充分受益。 保健品之新：新群体 消费群体年轻化与下沉化趋势明显，女性、Z世代及宠物主成为核心增量人群，其中31-40岁消费者占比 最高，24-30岁增速最快，下沉市场消费者占比提升，低线城市成为高潜用户。 中信建投（601066）发布研报称，国内保健品市场正经历结构性变革，渠道、品类与消费群体呈现显著 分化，新消费特征正在驱动行业价值重估。线上渠道凭借高渗透率与灵活性持续扩张，短视频、跨境电 商及私域平台成为增长引擎，而传统药店受政策与客流影响持续萎缩。消费群体年轻化与下沉化趋势明 显，女性、Z世代及宠物主成为核心增量人群。保健品公司通过跨境布局、产品创新及 ...

Core Viewpoint - The Chinese health supplement industry is expected to experience long-term growth potential driven by increased consumer spending and the aging population, with a projected compound annual growth rate (CAGR) of 4.8%-8.8% from 2024 to 2035 [1] Group 1: Historical Review - The health supplement market in China began in the 1980s, characterized by a focus on creating blockbuster products and aggressive marketing, which led to potential risks in the industry [1] - The early 2000s saw rapid growth with the entry of international brands and the emergence of domestic brands, but safety incidents post-2013 led to increased regulatory scrutiny [1] - Since 2020, the industry has entered a new growth cycle driven by health trends and e-commerce, although competition has intensified [1] Group 2: Channels - The three main channels for health supplements in China are direct sales, pharmacies, and e-commerce, with e-commerce accounting for 56% of the market share in 2023 [2] - E-commerce is expected to continue being the primary growth driver, while the pharmacy channel stabilizes and direct sales may face downward pressure [2] - Douyin (TikTok) is projected to become the largest e-commerce channel for health supplements by August 2024, with growth rates surpassing traditional e-commerce [2] Group 3: Products - Health supplements can be categorized into mature markets and new consumer markets, with the former steadily expanding and the latter requiring faster product iteration and supply chain responsiveness [3] - The industry is witnessing two main trends: the foodification of products and the development of strong functional products, catering to both older and younger demographics [3] - There is a K-shaped price differentiation in health supplements, where high-functionality premium products are expected to see significant growth [3] Group 4: Industry Chain - The penetration rate of contract manufacturing in the domestic market exceeds 65%, with both brand owners and manufacturers demonstrating high profitability [4] - Brand owners face intense competition with low market concentration, as the top 10 e-commerce platforms hold only 16.7% market share, making e-commerce operational capability a key competitive advantage [4] - Contract manufacturers are achieving high profitability even with low fees, and leading firms are enhancing their product development, supply chain management, and customer service capabilities, leading to increased concentration in the industry [4]

Group 1: Market Outlook - Citic Securities emphasizes the importance of core assets and suggests continuous low-position layouts due to increased external uncertainties and a shift in market preferences towards certainty [1] - Galaxy Securities predicts a volatile upward trend in the A-share market for June, recommending a balanced investment strategy focusing on consumption, technology, and dividend stocks [2] - Zhongtai Securities maintains a "high-low switch" viewpoint, remaining optimistic about the technology sector while advising investors to buy on dips rather than chase highs [3] Group 2: Sector Insights - Citic Securities highlights four key themes to focus on: edge AI, military industry, mergers and acquisitions, and public funds underweighting, driven by domestic stimulus policies and global geopolitical changes [1] - Galaxy Securities identifies growth opportunities in the technology sector supported by policy and industry development, alongside consumer sectors benefiting from domestic consumption policies and the expected appreciation of the RMB [2] - Zhongtai Securities notes the ongoing high demand for AI upstream computing power and servers, with expectations of continued strong performance into the second half of the year [3] Group 3: Health and Consumer Trends - Citic Jiantou reports a structural transformation in the domestic health product market, driven by new consumption characteristics, with online channels expanding rapidly while traditional pharmacies decline [4] - The health product market is seeing significant growth in anti-aging and beauty-related categories, with younger and more diverse consumer groups emerging as key drivers [4] - Brands and manufacturers with new consumption genes and cross-border strategies are expected to benefit significantly from the evolving health product landscape [4]

Core Viewpoint - The State Administration for Market Regulation has launched a nationwide campaign to combat false advertising of drugs and health products targeting the elderly, addressing fraudulent practices disguised as expert consultations and health advice [1][2]. Group 1: Regulatory Actions - The campaign focuses on high-risk areas for false advertising, including forums, health tourism, and senior universities, employing comprehensive measures such as advertising regulation and food safety oversight to protect the rights of the elderly [1][2]. - The initiative includes a "You Take a Picture, I Check" activity, which encourages public participation in reporting issues, effectively creating a grassroots supervision network [2]. Group 2: Market Context - The campaign is a response to the evolving tactics of fraudsters who exploit the limited understanding of technology among the elderly, using targeted scams and pseudoscientific claims like "quantum water" and "health miracle drugs" [1][2]. - The shift from traditional marketing to online platforms, including short videos and social media, has increased the risk of financial loss and potential health threats for the elderly [1]. Group 3: Long-term Strategies - There is a call for the improvement of legal standards and the establishment of a long-term governance mechanism, utilizing big data and artificial intelligence to detect and analyze fraudulent advertising methods [3]. - The campaign aims to address the emotional and health service gaps for the elderly, thereby dismantling the foundations of scams that rely on emotional manipulation and misinformation [3].

Core Viewpoint - The article highlights the issues surrounding the marketing and sale of overseas dietary supplements in China, particularly through private domain shopping platforms like VTN, which are often associated with misleading claims and lack of regulatory oversight [2][22][27]. Group 1: Company Overview - VTN and ABM are subsidiaries of ACCESS Group, which focuses on health and beauty products through a network of global brands and social media marketing [7]. - VTN operates as an international brand membership club for consumers, while ABM serves as a platform for light entrepreneurship, allowing individuals to become distributors without holding inventory [7][21]. Group 2: Marketing Practices - The marketing strategies employed by VTN include exaggerated claims about product efficacy, such as improving immunity and treating chronic diseases, often presented in a misleading manner [4][8]. - Distributors utilize a combination of educational content and product promotion to appeal to consumer pain points, often using social media and live streaming to reach potential buyers [8][10]. Group 3: Regulatory Issues - There are significant regulatory gaps in the oversight of cross-border e-commerce, particularly regarding the promotion of dietary supplements that are not registered or approved in China [2][22][27]. - The lack of Chinese labels on many products sold through VTN raises concerns about transparency and consumer understanding of the ingredients and potential health risks [4][22]. Group 4: Consumer Experience - Consumers face challenges in returning products purchased through VTN, as many items do not support a seven-day return policy, complicating the process of addressing quality concerns [25][26]. - Complaints regarding product quality and after-sales service have been reported, indicating a need for improved consumer protection measures in the cross-border e-commerce sector [25][26].

Group 1 - The aging process of human organs occurs earlier than expected, with significant declines in lung capacity after age 20, skin aging starting at 25, heart elasticity decreasing after 40, kidney filtration rate dropping after 50, and gut microbiome imbalance after 55 [1] - Modern medicine identifies the accumulation of free radicals and oxidative damage as primary causes of accelerated aging, making antioxidants crucial for combating aging [3][5] - Astaxanthin stands out among antioxidants due to its exceptional properties, being 1000 times more potent than vitamin E and 6000 times more potent than vitamin C, providing comprehensive protection against cellular aging [5] Group 2 - Astaxanthin exhibits significant anti-inflammatory effects, which are essential in combating chronic inflammation that accelerates aging, by inhibiting pro-inflammatory cytokines [5][7] - In the skincare sector, astaxanthin effectively delays skin aging by neutralizing free radicals, acting as a natural sunscreen, and reducing melanin production, thus enhancing skin brightness [7] - Green A Bio, a leader in China's natural astaxanthin industry, has launched a new anti-aging product, Green A Frozen Age Astaxanthin, which combines astaxanthin with collagen peptides and GABA to create a comprehensive anti-aging solution [8]

5月28日，国家市场监管总局发文部署在全国开展老年人药品、保健品虚假宣传专项整治工作，有 效打击药品、保健品市场"坑老""骗老"行为。通过开展"你拍我查"活动，鼓励群众拍摄涉嫌违法行为， 及时收集和掌握违法问题线索，公正高效查处。 各界苦坑老骗老久矣。国家市场监管总局此番专项整治直指涉老年人药品、保健品虚假宣传这一市 场积弊，点出了围绕老年人这一数字化背景下的特定"弱势群体"，他们的权利失能与权益救济问题。一 个高质量、有底线的市场，不能盯着一群数字化能力本就相当有限的人群可劲儿薅羊毛，健康的市场秩 序不容许，规范的法治环境更容不下。 值得注意的是，此次聚焦坑老骗老行为的专项整治，引入了"你拍我查"的线索收集渠道，鼓励群众 拍摄涉嫌违法行为，及时收集和掌握违法问题线索，公正高效查处。公开信息显示，多地市场监管部门 已经启动相关线索收集，公示收集平台，承诺及时介入、处置和反馈。 "你拍我查"打击坑老骗老，这回全民都能搭把手。侧重于线索收集渠道的再明晰与再拓展，从"随 手拍"的线索收集，到"你拍我查"的治理承诺，通过更多、更丰富的公众参与，也是在回应社会各界对 于那些公然违规坑老骗老行为的监管介入效率的期待。个案 ...

Group 1 - The core viewpoint of the articles is that the Chinese National Market Supervision Administration is launching a special campaign to combat false advertising of drugs and health products targeting the elderly, addressing the issue of "scamming the elderly" in the market [1][2] - The campaign will focus on the increasing prevalence of online marketing tactics, such as live streaming and social media, which are being used to mislead elderly consumers through promises of free trials and exaggerated health claims [1] - Specific tasks outlined in the campaign include cracking down on misleading promotions disguised as expert consultations and health advice, as well as the sale of pseudo-high-tech products and health supplements [1] Group 2 - The campaign will enhance the regulation of advertisements related to drugs and health products for the elderly, ensuring strict adherence to advertising review systems and penalizing disguised advertisements that promote health knowledge [2] - There will be a prohibition on health products claiming to treat diseases, aiming to prevent the phenomenon of health products being marketed as "miracle drugs" [2] - Food safety supervision will be strengthened, focusing on the investigation of false information in food and health product labels, particularly regarding disease prevention and treatment claims [2]