11月17日晚间，创业慧康（300451.SZ）披露股东权益变动，杭州更好智投管理咨询合伙企业（有限合 伙）（以下简称"杭州更好"）将通过股份受让、表决权委托、提名董事等方式，成为创业慧康的控股股 东，创业慧康仍处于无实控人状态。 长江商报消息 ●长江商报记者 徐佳 长江商报记者注意到，杭州更好的背后是港股上市公司华检医疗（01931.HK）。而耗资5亿元拿下创业 慧康控股权，华检医疗意在借助创业慧康近30年的行业积淀与前瞻性的AI布局，落地AI医疗战略。 港股上市公司并购A股公司再添重磅案例。 另一方面，华检医疗的收购也面临多重风险。继2024年业绩转亏之后，2025年前三季度，创业慧康实现 营业收入8.62亿元，同比下降26.26%；归属于上市公司股东的净利润（以下简称"归母净利润"）亏损 1.22亿元，同比下降331.69%。近两年，创业慧康归母净利润累计亏损2.96亿元。 创业慧康本次易主将分三步进行。 第一步，创业慧康原第一大股东葛航将其所持上市公司9652.51万股股份转让给杭州更好，占上市公司 总股本的6.23%。本次交易中，创业慧康每股作价5.18元，交易总金额为5亿元。 第二步，杭州更好分别 ...

Group 1 - The core point of the announcement is that shareholder Ma Huaxiang plans to reduce his stake in Anxu Bio by up to 120,000 shares, which is approximately 0.94% of the total share capital, due to personal financial needs [1] - As of the announcement date, Ma Huaxiang holds about 14.77 million shares, representing 11.62% of the total share capital of Anxu Bio [1] - The shares to be sold were acquired before the company's initial public offering and will be tradable starting from November 18, 2024 [1] Group 2 - Anxu Bio's revenue for the year 2024 is expected to be entirely derived from the in vitro diagnostic industry, accounting for 100% of its revenue [1] - The current market capitalization of Anxu Bio is 5.3 billion yuan [2]

在推进医学创新和成果转化改革试点方面，2022年10月，北京出台《北京天坛医院、北京安定医院医学 创新和成果转化改革试点方案》。试点期间，天坛医院、安定医院等7家医院孵化24个试点项目，覆盖 创新医疗（002173）器械、创新药、体外诊断、数字疗法、药械数据平台等医疗科技前沿领域，其中， 3D打印颅骨瓣、干细胞衍生物卒中新疗法药物、精神疾病数字疗法等属于国际首创。试点项目陆续走 通医院科技成果转化各环节。 市政府办公厅9月底正式出台《北京市深化医疗卫生机构医学创新和成果转化改革试点方案》2.0版。方 案明确，在加大试点医院自有资金投入，加速数据要素价值转化，开展职务科技成果单列管理，推动转 化产品优先入院应用及优化决策程序提高决策效率等方面持续深化改革，继续挖掘优质项目，提升转化 效率，稳妥扩大试点医院范围，推动公益性质的慈善捐赠成为医院科技成果转化资金的重要来源，促进 更多医疗科技成果实现转化。 新京报讯（记者张璐）11月18日，北京市人民政府新闻办公室举行《北京市推进科技成果转化落地行动 方案（2025-2027年）》新闻发布会。记者从会上获悉，市卫健委启动研究型病房卓越临床研究计划， 已投入2亿元支持2 ...

11月18日，艾德生物盘中下跌2.02%，截至14:00，报22.83元/股，成交1.17亿元，换手率1.31%，总市值 89.39亿元。 资金流向方面，主力资金净流出1487.12万元，特大单买入115.10万元，占比0.98%，卖出984.08万元， 占比8.38%；大单买入2566.71万元，占比21.86%，卖出3184.84万元，占比27.12%。 艾德生物今年以来股价涨1.47%，近5个交易日跌2.48%，近20日涨0.13%，近60日跌5.74%。 资料显示，厦门艾德生物医药科技股份有限公司位于福建省厦门市海沧区鼎山路39号，成立日期2008年 2月21日，上市日期2017年8月2日，公司主营业务涉及肿瘤精准医疗分子诊断产品的研发、生产及销售, 并提供相关的检测服务。主营业务收入构成为：检测试剂83.43%，药物临床研究服务9.84%，检测服务 5.61%，其他(补充)1.12%。 艾德生物所属申万行业为：医药生物-医疗器械-体外诊断。所属概念板块包括：小盘、基因测序、增持 回购、融资融券、医疗器械等。 截至9月30日，艾德生物股东户数2.66万，较上期增加5.23%；人均流通股14628股，较 ...

Group 1: Company Announcements - Yaxing Chemical plans to acquire 100% equity of Tianyi Chemical through a combination of share issuance and cash payment, with the transaction expected to add bromine series fine chemical products to its portfolio [1] - Jierong Technology elected Zhao Xiaoqun as the new chairman following the resignation of Zhang Shouzhi due to work adjustments [2] - Huan Tai Liquor's controlling shareholder plans to increase its stake in the company by investing between 70 million to 140 million yuan within six months [5] - Unigroup plans to acquire 1.28 million USD worth of shares in H3C, increasing its ownership from 81% to 82.8% [7] - Daily Interactive intends to invest up to 10 million yuan in the Yuhang AI Fund, which has a total scale of up to 100 million yuan [11] - Daan Gene's indirect controlling shareholder is set to change to Guangzhou Pharmaceutical Group, which will control 26.63% of the company after the completion of share transfers [12] Group 2: Industry Insights - The basic chemical industry is represented by Yaxing Chemical, which focuses on chlorinated polyethylene and caustic soda production [1] - Jierong Technology operates in the electronic industry, specializing in precision molds and components [2] - Huan Tai Liquor is part of the food and beverage industry, specifically in the production and sale of alcoholic beverages [5] - Unigroup is involved in the IT services sector, providing comprehensive ICT infrastructure and services [7] - Daily Interactive operates in the software development industry, offering data intelligence products and solutions [11] - Daan Gene is in the medical biotechnology sector, focusing on molecular diagnostic technologies [12]

长江商报消息 ●长江商报记者 江楚雅 利德曼计划通过并购寻求新的增长曲线，推动企业转型。 近日，利德曼（300289.SZ）发布公告称，计划以17.33亿元现金收购北京先声祥瑞生物制品股份有限公 司（下称"先声祥瑞"）70%股份。 本次交易完成后，先声祥瑞将成为利德曼控股子公司，利德曼也将借此切入生物制品领域，构建"生物 制品+体外诊断"双主业模式。 业内认为，通过本次交易，上市公司的业绩将得到提升，财务状况将得到进一步改善，有利于维护上市 公司股东的利益。 标的近年业绩表现稳定 对应高溢价，交易对手方作出了明确的业绩承诺。先声祥瑞2025年、2026年、2027年扣非归母净利润分 别不低于1.66亿元（若剔除2025年mRNA平台费用1035.57万元，则为1.76亿元）、1.86亿元、2.08亿 元，三年累计扣非归母净利润不低于5.58亿元。 先声祥瑞的业务布局是此次收购的核心吸引力之一。作为拥有疫苗生产许可证的企业，其管线覆盖尚未 满足临床需求的人用创新疫苗，其中应用于脑膜炎领域的Xs03项目已提交pre-IND，另有多个创新项目 处于临床前阶段。此外，先声祥瑞在体外诊断试剂的研发、生产和销售领域也具备 ...

Investment Rating - The report does not explicitly state an investment rating for the industry [2][19]. Core Views - The pharmaceutical and biotechnology sector saw a weekly increase of 3.29%, outperforming the Wind All A index (-0.47%) and the CSI 300 index (-1.08%) during the week of November 10-14, 2025 [3][8]. - Local governments are actively implementing policies to support innovative drug development, with Chongqing aiming to approve 1-3 new drugs annually by 2027 [3][13]. - Flu activity is on the rise, with the percentage of flu-like illness cases reported in southern provinces reaching 5.5%, higher than the previous week and the same period in 2022 and 2024 [3][13]. Market Weekly Review - The pharmaceutical and biotechnology sector increased by 3.29%, with all sub-sectors recovering. The leading sub-sectors included pharmaceutical distribution (5.92%), in vitro diagnostics (5.91%), and raw materials (5.09%) [3][8]. - Notable stock performances included Jindike (61.6%), Renmin Tongtai (61.1%), and Chengda Pharmaceutical (58.3%) with significant gains, while *ST Changyao (-33.6%) and Zhend Medical (-11.3%) faced substantial declines [3][11]. Industry News and Key Company Announcements - On November 14, Chongqing's government announced comprehensive support measures for innovative drug development, including funding for research and expedited ethical review processes [3][13]. - Merck announced a $9.2 billion acquisition of Cidara Therapeutics, expected to close in Q1 2026 [3][13]. - Adicon acquired Crown Bioscience for $204 million, aiming to enhance its integrated service platform [3][13]. - Laika Pharmaceuticals entered an exclusive licensing agreement with Qilu Pharmaceutical for LAE002, with potential payments totaling RMB 25.75 billion [3][14]. - Lyell Immunopharma announced a global licensing agreement for LYL273, with significant milestone payments and royalties [3][15]. - MeiraGTx Holdings entered a strategic collaboration with Eli Lilly for gene therapy projects, with upfront and milestone payments exceeding $400 million [3][15].

Core Viewpoint - The stock price of Saikexide has shown fluctuations, with a year-to-date increase of 14.13% but a recent decline of 2.01% in the last trading session, indicating potential volatility in the market [1][2]. Company Overview - Saikexide Technology Co., Ltd. is located in Daxing District, Beijing, and was established on May 28, 2003. The company was listed on August 6, 2020, and primarily engages in the research, production, and sales of diagnostic instruments, reagents, and consumables in the field of thrombosis and hemostasis [2]. - The revenue composition of Saikexide includes reagents (53.71%), instruments (25.40%), consumables (20.58%), and other (0.31%) [2]. Financial Performance - For the period from January to September 2025, Saikexide reported a revenue of 196 million yuan, representing a year-on-year decrease of 13.62%. The net profit attributable to the parent company was approximately 64.56 million yuan, down 22.83% year-on-year [2]. - As of September 30, the number of shareholders increased by 3.44% to 7,012, while the average circulating shares per person decreased by 3.32% to 15,137 shares [2]. Market Activity - On November 17, Saikexide's stock price fell by 2.01%, trading at 27.24 yuan per share with a total market capitalization of 2.891 billion yuan. The trading volume was 8.4171 million yuan, with a turnover rate of 0.29% [1]. - The net outflow of main funds was 381,800 yuan, with large single purchases amounting to 224,600 yuan (2.67% of total) and sales of 606,400 yuan (7.20% of total) [1]. Dividend Information - Since its A-share listing, Saikexide has distributed a total of 136 million yuan in dividends, with 83.14 million yuan distributed over the past three years [3].

Core Insights - Oriental Bio has recently announced the acquisition of multiple medical device registration certificates, including 10 respiratory test kits, which are significant for both domestic and EU markets [1][2] Group 1: Product Registrations - The company obtained the "Mycoplasma pneumoniae antigen detection kit (latex method)" registration certificate in China, valid until November 3, 2030 [1] - Hangzhou Laihe, a subsidiary, received 9 EU IVDR certifications for various combined respiratory tests, covering major pathogens such as COVID-19, influenza A and B, and respiratory syncytial virus [1] Group 2: Market Strategy - Oriental Bio has established itself as a leader in the IVD industry for infectious disease testing, with over ten EU CE IVDR registrations and multiple FDA and NMPA registrations, making it one of the companies with the most global certifications in respiratory testing [2] - The company employs a dual strategy of "professional version + self-test version," significantly expanding its market coverage [2] Group 3: Market Impact - The acquisition of these registrations is expected to enhance the company's product offerings in respiratory testing, aiding market expansion, although the actual sales performance will depend on product competitiveness and market sales capabilities [1]

Core Insights - The article highlights the rapid growth and strategic advancements of Dana Biotech, a biotechnology company from Tianjin Eco-City, specializing in early diagnosis of invasive fungal diseases. The company has effectively utilized the North Exchange's direct connection mechanism for efficient financing and has developed a clear strategic plan for future technologies like "5G + joint detection" [1]. Group 1: Capital Market Adaptation - Dana Biotech is the first company in the in vitro diagnostic industry to be listed on the North Exchange, which aligns well with its current development stage and needs [2]. - The direct connection mechanism introduced by the North Exchange in December 2022 has significantly improved capital matching efficiency, allowing Dana Biotech to submit its listing application just two months after its new third board listing [2][3]. - The North Exchange's innovative system has provided valuable development time for innovative enterprises, which is crucial for their growth [3]. Group 2: Supply Chain and Competition - The company faces a "bottleneck" risk due to the scarcity of key raw materials, specifically the blood cells from horseshoe crabs, which are now a protected species. However, Dana Biotech has secured a five-year supply of inventory and has imported 60 kilograms of raw material from Vietnam [3][4]. - Dana Biotech has established six core technology platforms covering various fields, with 91 patents expected by June 2025, including 49 invention patents [3]. Group 3: Market Position and Growth - Dana Biotech has achieved a domestic market share of 30% in the invasive fungal disease detection sector, surpassing competitors like US-based companies [4]. - The company is expanding its product line to include respiratory pathogen detection, with a new product line currently in clinical trials [5]. - The in vitro diagnostic market in China is projected to grow from 71.3 billion yuan in 2018 to 415.2 billion yuan by 2030, with the invasive fungal disease diagnostic segment experiencing a compound annual growth rate of 23.5% [5]. Group 4: Future Plans and Innovations - Dana Biotech plans to invest 302 million yuan in building a headquarters in Tianjin Eco-City, aiming for a production capacity of 65.06 million tests [5]. - The company intends to leverage capital market opportunities for mergers and acquisitions to expand its business boundaries and create a comprehensive diagnostic solution for pathogenic microorganisms [5].