登录新浪财经APP 搜索【信披】查看更多考评等级 表决结果：9票同意，0票反对，0票弃权。 2024年及2025年1-6月，上生公司营业收入分别为1,197万元、808万元，仅占公司营业收入的0.2%、 0.26%；2024年及2025年1-6月，上生公司净利润为23万元、-72万元，仅占公司净利润的 0.01%、-0.08%。（上述2025年1-6月数据未经审计） 本次董事会审议事项仅为上生公司处置项目立项，具体处置方案尚未确定，后续公司尚需按照相关规定 完成审计、评估等工作，确定处置方案，履行董事会审批程序，并及时进行信息披露。上生公司处置项 目具体实施方案及审批尚存在不确定性，敬请投资者注意投资风险。 特此公告。 证券代码：600161 证券简称：天坛生物 公告编号：2025-046 北京天坛生物制品股份有限公司 第九届董事会第二十五次会议决议公告 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。 北京天坛生物制品股份有限公司(以下简称"公司")第九届董事会第二十五次会议于2025年9月19日以电 子方式发出会议通知，于2 ...

截至发稿，天坛生物市值为376亿元。 每经头条（nbdtoutiao）——5年增长33倍，这类新险种卖爆了，身边很多人都需要，30多家险企蜂拥而 入⋯⋯ （记者 张喜威） 每经AI快讯，天坛生物（SH 600161，收盘价：19.02元）9月26日晚间发布公告称，公司第九届第二十 五次董事会会议于2025年9月26日以通讯表决方式召开。会议审议了《关于处置上海上生生物制品经营 有限公司项目立项的议案》等文件。 2025年1至6月份，天坛生物的营业收入构成为：生物制品行业占比99.68%，其他业务占比0.32%。 ...

Core Insights - In 2024, China reported 170 cases of rabies, a decline of over 95% from the historical peak, indicating significant progress in disease prevention [4] - Despite the decrease in rabies cases, the number of rabies vaccinations administered has increased sharply, highlighting a disparity between disease incidence and vaccination practices [5][6] - The high fatality rate of rabies, nearly 100%, and the lack of effective treatment drive the public's awareness and demand for vaccinations [6][9] Vaccination Statistics - China consumes over 80% of the global human rabies vaccine supply, with more than 50 million doses issued annually and over 10 million people vaccinated each year [2] - The market for rabies vaccines in China grew from 3 billion yuan in 2016 to 5.3 billion yuan in 2021, with projections to reach 10.1 billion yuan by 2026 [2] Vaccination Challenges - The vaccination process is complex, requiring 4 to 5 doses within a month, leading to high costs that can exceed 1,000 yuan for a complete course [13][15] - A study covering 2 million patients revealed that only 87% sought treatment within 24 hours after exposure, and only 72% received proper care, indicating gaps in vaccination adherence [10] Market Dynamics - The rabies vaccine market in China is becoming increasingly competitive, with 23 types of human rabies vaccines available and 19 more in clinical development [18] - Leading company Chengda Biologics has seen its market share decline from over 70% to less than 40% by 2024, as new entrants capture market share [20] Pricing Trends - The price of rabies vaccines has increased significantly, with newer generation vaccines costing over 300 yuan per dose, leading to a total cost of approximately 1,500 yuan for a complete vaccination course [15] - Recently, Hualan Vaccine reduced the price of its freeze-dried rabies vaccine to 127 yuan in Wuhan, marking a 38% decrease [22] Animal Vaccination Insights - The vaccination rates for pets remain low, with only 33.5% of dogs and 35.9% of cats receiving preventive care, indicating a need for improved vaccination strategies [33] - The current focus on human rabies vaccinations may lead to a neglect of animal vaccination, particularly among stray and free-roaming dogs, which are critical in the rabies transmission chain [36]

Market Overview - On September 26, the biopharmaceutical sector declined by 0.95%, with Junshi Bioscience leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers in the biopharmaceutical sector included: - Aopumai (688293) with a closing price of 66.17, up 5.28% [1] - Kanghua Biological (300841) at 77.28, up 5.26% [1] - Changchun High-tech (000661) at 126.89, up 3.53% [1] - Significant decliners included: - Junshi Bioscience (688180) at 41.00, down 4.16% [2] - Olin Bio (688319) at 25.50, down 3.66% [2] - Baipusais (301080) at 59.90, down 3.64% [2] Capital Flow - The biopharmaceutical sector experienced a net outflow of 412 million yuan from institutional investors, while retail investors saw a net inflow of 205 million yuan [2] - The capital flow for specific stocks showed: - Aopumai had a net inflow of 26.26 million yuan from institutional investors [3] - Kanghua Biological had a net outflow of 1.11 million yuan from retail investors [3] - Tonghua Dongbao (600867) saw a net inflow of 15.15 million yuan from institutional investors [3]

Group 1 - The core point of the article is that Xianfeng Holdings announced its total guarantee amount and the composition of its revenue for the first half of 2025, highlighting its financial stability and business segments [1] Group 2 - As of the announcement, the total guarantee amount provided by the company and its subsidiaries is 140 million yuan, which accounts for 17.07% of the latest audited net assets [1] - The total balance of guarantees provided to off-balance sheet entities is 20 million yuan, representing 2.44% of the latest audited net assets [1] - The company and its subsidiaries have no overdue guarantees, litigation-related guarantees, or guarantees due to adverse judgments [1] Group 3 - For the first half of 2025, the revenue composition of Xianfeng Holdings is as follows: electronic materials account for 57.48%, feed accounts for 35.4%, other products account for 3.92%, and bioproducts account for 3.2% [1] - The current market capitalization of Xianfeng Holdings is 3.9 billion yuan [1]

Group 1 - On September 25, 2023, Siron Biotech experienced a decline of 0.99% with a trading volume of 17.9856 million yuan [1] - The financing data for Siron Biotech on the same day showed a financing purchase amount of 1.4958 million yuan and a financing repayment of 2.0808 million yuan, resulting in a net financing buy of -0.5850 million yuan [1] - As of September 25, 2023, the total balance of margin trading for Siron Biotech was 155 million yuan, with the financing balance accounting for 6.19% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of June 30, 2023, the number of shareholders for Siron Biotech was 7,724, an increase of 9.39% from the previous period, while the average circulating shares per person decreased by 8.58% to 5,744 shares [2] - For the first half of 2023, Siron Biotech reported an operating income of 101 million yuan, representing a year-on-year growth of 2.82%, and a net profit attributable to shareholders of 32.9767 million yuan, up 2.07% year-on-year [2] - Since its A-share listing, Siron Biotech has distributed a total of 248 million yuan in dividends, with 150 million yuan distributed over the past three years [2]

Market Overview - The biopharmaceutical sector experienced a decline of 0.21% on September 25, with Nossland leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers in the biopharmaceutical sector included: - Aopu Mai (688293) with a closing price of 62.85, up 7.42% and a trading volume of 30,600 [1] - Rongchang Biotech (688331) closed at 108.50, up 3.43% with a trading volume of 89,200 [1] - Baipusais (301080) closed at 62.16, up 3.43% with a trading volume of 43,500 [1] - Major decliners included: - Nossland (430047) closed at 22.99, down 3.69% with a trading volume of 57,000 [2] - Wufan Biotech (301393) closed at 53.12, down 3.42% with a trading volume of 24,600 [2] - Kexing Pharmaceutical (688136) closed at 38.75, down 3.34% with a trading volume of 53,500 [2] Capital Flow - The biopharmaceutical sector saw a net outflow of 207 million yuan from institutional investors, while retail investors contributed a net inflow of 45.07 million yuan [2] - Notable capital flows included: - Rongchang Biotech (688331) with a net inflow of 1.021 billion yuan from institutional investors [3] - Junshi Biosciences (688180) with a net inflow of 35.36 million yuan from institutional investors [3] - Aopu Mai (688293) with a net inflow of 9.41 million yuan from institutional investors [3]

Core Viewpoint - The clinical study of "Fusarium solani prick solution" developed by the company has successfully completed a Phase I clinical trial in Chinese volunteers, demonstrating good safety and effectiveness within the specified dosage range [1] Group 1: Clinical Study Results - The "Fusarium solani prick solution" showed good safety within the dosage range of 55DU/mL to 495000DU/mL, with adverse events being classified as Grade 1 or 2, and no serious adverse reactions or events leading to withdrawal [1] - A certain proportion of delayed reactions were observed among the subjects, potentially related to the fungal nature of Fusarium [1] - The specificity of the product at all dosages was over 95%, with no dose-related effects observed; sensitivity increased with dosage, reaching 95% at a dosage of 55000DU/mL [1] Group 2: Recommendations for Future Research - Researchers recommend advancing the product to subsequent clinical studies using dosages of 55000DU/mL and above, based on the review requirements of other marketed allergen prick solutions [1] - It is suggested to explore better solutions to reduce delayed reactions from a pharmaceutical perspective before conducting further preclinical studies [1]

Group 1 - The company emphasizes the importance of market value management, focusing on enhancing its core business and improving operational quality as key measures for value management [2] - The company aims to strengthen its core competitiveness, divest non-core assets, and maintain stable cash dividends to actively enhance its value and promote sustainable development [2]

Summary of Key Points Core Viewpoint - A significant block trade of 160,000 shares of Olin Bio occurred on September 24, with a transaction value of 3.5856 million yuan, reflecting a discount of 16.32% compared to the closing price of the day [2][3]. Trading Activity - In the last three months, Olin Bio has recorded a total of 8 block trades, with a cumulative transaction value of 29.7667 million yuan [3]. - The closing price of Olin Bio on the day of the block trade was 26.78 yuan, which represents an increase of 1.59% for that day [3]. - The daily turnover rate for Olin Bio was 1.21%, with a total trading volume of 130 million yuan, and a net outflow of main funds amounting to 3.5702 million yuan [3]. Financing and Capital Structure - The latest margin financing balance for Olin Bio stands at 316 million yuan, showing a decrease of 6.9697 million yuan over the past five days, which is a decline of 2.16% [4]. - Olin Bio was established on December 11, 2009, with a registered capital of 405.9336 million yuan [4].