未名医药（002581）公告，近日公司收到参股公司北京科兴生物制品有限公司分红款项人民币1.35亿 元。根据北京科兴董事会决议，按照各位股东在北京科兴注册资本中的出资比例对截至2024年12月31日 累计可分配利润中的部分利润进行分配。公司持有北京科兴26.91%股权，可获得现金分红款人民币1.35 亿元。截止本公告披露日，公司已收到上述全部现金分红款项。 ...

鉴于相关制度修订及换届工作尚在筹备中，为保证公司董事会、监事会相关 工作的连续性和稳定性，公司董事会、监事会的换届选举工作将适当延期，董事 会各专门委员会、高级管理人员的任期亦相应顺延。在董事会、监事会换届选举 工作完成前，公司第六届董事会、监事会全体成员、董事会各专门委员会成员及 高级管理人员将依照相关法律法规和《公司章程》等的规定，继续履行董事、监 事及高级管理人员的职责和义务。 公司董事会、监事会延期换届不会影响公司的正常运营。公司将积极推进相 关工作，尽快完成董事会与监事会的换届选举工作并及时履行信息披露义务。 证券代码：688319 证券简称：欧林生物 公告编号：2025-017 成都欧林生物科技股份有限公司关于董事会、监事会 延期换届及独立董事任期届满的提示性公告 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、准确性和完整性依法承担法律责任。 一、董事会、监事会延期换届 成都欧林生物科技股份有限公司(以下简称"公司")第六届董事会、监事会 任期将于 2025 年 5 月 18 日届满。公司拟根据中国证券监督管理委员会最新修订 的《上市公司章程 ...

证 券 研 究 报 告 盈利能力复苏，拐点初现 医药生物行业2024年报暨25Q1季报总结 证券分析师：张静含 A0230522080004 研究支持：李敏杰 A0230523070006 2025.5.16 投资案件 www.swsresearch.com 证券研究报告 2 ◼ 整体业绩表现：2024年473家沪深两市A股医药上市公司实现营业总收入24,588亿元， 同比下降0.9%，实现归母净利润1,412亿元，同比下降12.1%。25Q1板块实现营业总 收入6,104亿元，同比下降4.2%，实现归母净利润487亿元，同比下降8.7%，去除 24Q1大额BD的基数扰动，25Q1板块归母净利润同比增长0.7%，净利润率也有 0.3%的提升，这是医药板块在经历了三年盈利能力下行后首次出现利润率反转的迹象。 ◼ 子板块及个股业绩亮点：一季度业绩表现较好的子板块包括CXO、创新药、生物制品、 民营医院、医疗耗材等。CXO板块从24Q4起业绩底部反转，创新药板块收入持续保持 高增长。同时值得注意的是，一季度有多家头部公司业绩超预期，如药明康德、恒瑞 医药、百济神州、爱尔眼科、华兰生物、甘李药业、益丰药房、大参林、云 ...

Group 1 - China State Construction signed new contracts totaling 1.52 trillion yuan from January to April, representing a year-on-year increase of 2.8% [1] - Yongpu Medical's subsidiary obtained a medical device business license valid until May 7, 2030, allowing it to engage in medical device retail and wholesale [1] - Ningbo Maritime received a government subsidy of 4.42 million yuan, which will impact its net profit for the fiscal year 2025 [1] Group 2 - Mingpu Optoelectronics obtained a patent for a magnetic powder core and its preparation method, enhancing its capabilities in magnetic materials technology [1] - Digital Zhitong plans to establish a wholly-owned subsidiary in Beijing with a registered capital of 5 million yuan [1] - Zhongmin Energy's shareholder plans to reduce its stake by up to 0.28% of the company's total shares [1][6] Group 3 - Tunnel Holdings' controlling shareholder intends to increase its stake in the company by investing between 250 million to 500 million yuan [1] - China Telecom appointed Liu Guiqing as the new President and COO [1] - Datang Power completed the issuance of 3 billion yuan in medium-term notes, with proceeds aimed at repaying debt and supplementing working capital [1] Group 4 - *ST Weihai won a bid for a flood control project worth 182 million yuan, accounting for 7.35% of its audited revenue for 2024 [1] - Huijin Tong announced a cash dividend of 0.0868 yuan per share, totaling 29.44 million yuan [1] - Xinkai Energy's shareholders plan to reduce their holdings by a combined total of 4% of the company's shares [1][39] Group 5 - Xinhuan Group's subsidiary won a 1.02 billion yuan nuclear power project contract [1] - Southern Airlines reported a 12.14% year-on-year increase in passenger turnover for April [1] - Xinjiang Torch plans to acquire 100% equity of Yushan Litai for 125 million yuan [1]

证券研究报告 医药2024&2025Q1总结——关注现金流、盈利能力优先改善品种 行业投资评级：强大于市|维持 中邮证券研究所 医药团队 蔡明子（首席分析师） SAC编号：S1340523110001 古意涵（分析师） SAC编号：S1340523110003 龙永茂（分析师） SAC编号：S1340523110002 陈成（分析师） SAC编号：S1340524020001 中邮证券 1 1 发布时间：2025-05-15 投资要点 ◼ 医药2025：关注现金流、盈利能力优先改善品种 请参阅附注免责声明 2 ➢ 业绩总结：2024年&2025Q1医药板块业绩改善信号持续，盈利能力普遍提升。板块下游去库存、反腐影响正在逐步出清，尽管阶段性承压，但细分板块仍分 化明显，化学制药、医疗耗材等表现突出。费用方面，板块研发费用率2024年整体呈现同比回升，将对板块中长期稳健发展奠定基础，已经拥有扎实研发平台、 具备持续创新能力的药企有望率先迎来业绩反转。板块销售费用率、管理费用率持续下降，提质增效成果显著。目前，医药板块估值整体仍在历史低位水平， 有较大上升空间。2025年在医药政策持续优化、政府刺激消费、地方化债等 ...

Market Overview - The market experienced fluctuations in the morning session, with the ChiNext Index leading the decline, down 1.35% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 740.4 billion, an increase of 23.6 billion compared to the previous trading day [1] - Overall, more than 3,600 stocks declined across the market, indicating a broad-based sell-off [1] Sector Performance - Synthetic biology stocks surged against the trend, with companies like Jindawei hitting the daily limit [1] - Port and shipping stocks maintained strong performance, with Nanjing Port also reaching the daily limit [1] - The ST (Special Treatment) sector showed renewed strength, with over 20 stocks, including ST Huapeng, hitting the daily limit [1] - Conversely, computing power concept stocks underwent adjustments, with Hongjing Technology dropping nearly 10% [1] Index Performance - By the end of the session, the Shanghai Composite Index fell by 0.42%, the Shenzhen Component Index decreased by 1.12%, and the ChiNext Index dropped by 1.35% [1]

Core Insights - The article highlights the achievements of Fan Daidi, a prominent figure in the biotechnology sector, who has transitioned from academia to becoming a billionaire entrepreneur through her innovations in collagen production [1][10]. Group 1: Background and Education - Fan Daidi was born into a rural family in Shaanxi and aspired to be a doctor but shifted to chemical engineering due to vision issues [5]. - She became the first female PhD in China's bio-chemical engineering field and returned to Northwest University to start her research career with limited funding [5][6]. Group 2: Innovations and Business Development - In 2000, she successfully produced human-like collagen using genetic engineering, leading to the first patent in this area in China [7]. - This innovation addressed issues related to animal-derived collagen, such as viral risks and immune rejection, and laid the foundation for her company, Juzi Biotechnology [7][8]. Group 3: Company Performance - Juzi Biotechnology achieved over 10 billion yuan in cumulative sales by 2022, establishing itself as a leader in the collagen market [8]. - The company's revenue surged from 900 million yuan in 2019 to 5.5 billion yuan in 2024, with net profits increasing from 550 million yuan to 2.06 billion yuan during the same period [14]. Group 4: Personal and Professional Identity - Fan Daidi holds significant stakes in Juzi Biotechnology and another company, Triangle Defense, with a combined market value of approximately 443 billion yuan [10][13]. - Despite her wealth, she continues to serve as a strict mentor at Northwest University, balancing her roles as an academic leader and a successful entrepreneur [16][17].

成都康华生物制品股份有限公司 成都康华生物制品股份有限公司 投资者关系活动记录表 股票简称：康华生物 证券代码：300841 编号：2025-001 | □分析师会议 | □特定对象调研 | | | --- | --- | --- | | ■业绩说明会 | □媒体采访 | 投资者关系活 | | □路演活动 | □新闻发布会 | 动类别 | | □其他 | □现场参观 | | | 年度网上业绩说明会的投资者 | 参与公司 2024 | 参与人员姓名 | | | | 及单位名称 | | 日（星期三）15:30-17:00 | 年 月 2025 5 14 | 时间 | | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | 地点 | | | 采用网络远程的方式召开业绩说明会 | | | | 1、董事长：王振滔 | | | | 2、董事、总裁 ：吴红波 | 公司接待人员 | | 3、董事、副总裁兼财务负责人、董事会秘书：吴文年 | | 姓名 | | | 4、独立董事：方小波 | | | | | 投资者关系活 | | | 详见会议纪要 | 动主要内容介 | | | | 绍 | | 日（ ...

Group 1 - The stock market showed strength on May 14, with both the ChiNext Index and Shanghai Composite Index rising over 1%, while the Hong Kong Hang Seng Index increased by 2% and the Hang Seng Tech Index rose by over 2% [1] - Popular ETFs such as the Biopharmaceutical ETF (159859) and the Innovative Drug Hong Kong-Shanghai ETF (517380) turned positive in the afternoon, with the Innovative Drug ETF up 0.35% and key components like China National Pharmaceutical Group and Hengrui Medicine rising over 3% [1] - The Biopharmaceutical ETF tracks the National Biopharmaceutical Index, which includes the top 30 stocks in the biopharmaceutical sector based on market capitalization and liquidity, reflecting the overall performance of the industry [1] Group 2 - The 36th Pharmaceutical Economic Information Conference was held in Guangzhou from May 12 to 14, focusing on drug regulation policies, industry trends, and high-quality development in the pharmaceutical sector [2] - According to Founder Securities, the pharmaceutical and biotechnology sector's Q1 2025 financial reports showed stable revenue and profit performance, with notable improvements in certain sub-sectors, particularly in pharmaceutical R&D outsourcing, which achieved over 10% growth in both revenue and profit [2] - The market sentiment towards the pharmaceutical industry has improved, with a noticeable increase in equity fund allocations since Q1 2024, driven by a systematic valuation increase in the innovative drug sector [2]

【大河财立方 记者 夏晨翔】近日，一则"西北大学新任副校长范代娣，持股市值达443亿元，晋升新一 任陕西首富"的消息引起广泛关注。 范代娣与丈夫严建亚共同打造的商业版图逐渐浮出水面，叠加其学术身份，瞬间成为舆论焦点。 西北大学官网显示的范代娣简历 西北大学官网显示，2025年4月，范代娣出任西北大学党委委员、常委、副校长。 在商业领域，范代娣与丈夫严建亚二人通过掌控巨子生物（02367.HK）和三角防务（300775.SZ）两家 上市公司，以及在产业链上下游的深入布局，已构建起横跨生物科技与国防军工的资本矩阵。 2000年，范代娣与严建亚在西安高新区共同创立了巨子生物。2022年11月，巨子生物在港交所主板上 市，成为"胶原蛋白第一股"。 在招股书中，范代娣为巨子生物联合创始人、执行董事兼首席科学官；其丈夫严建亚担任法定代表人、 董事长及总经理；女儿严钰博则担任巨子生物的董秘一职。 值得一提的是，2007年，西北大学与巨子生物共同组建陕西省生物材料与发酵工程技术研究中心，主要 研发方向为生物产品的发酵中试放大技术、生物医用材料的研究与开发、组织工程的研究与开发等。 组建时，身为西北大学化工学院副院长的范代娣兼 ...