股票频道更多独家策划、专家专栏，免费查阅>> 股吧单日讨论量激增，核心话题聚焦公司创新药研发进展、国际化布局以及业绩转型预期。看多观点认 为公司研发管线储备充足，技术授权带来长期现金流支撑，叠加行业风口加持有望迎来估值修复；看空 观点则担忧公司过往业绩持续下滑，创新药研发周期长、不确定性高，转型阵痛仍未结束，后续业绩释 放存在变数。 股市有风险，投资需谨慎！本文仅为公开信息整理与客观分析，不构成任何投资建议，投资者应自主判 断、审慎决策，自行承担投资风险。 责任编辑：安东 2月25日午后，长春高新快速涨停，当日涨幅9.98%，上涨8.84元，股价来到97.26元，当日总成交额 14.17亿元，总市值升至396.68亿元。当天生物制品板块同步短线拉升，相关个股跟涨明显。 消息面上，男童性发育不良"网红神药"来了，长春高新公告，近日子公司金赛药业GenSci141软膏境内 生产药品注册临床试验申请获得批准，该药品拟用于改善因高促性腺激素性性腺功能减退症、5α-还原 酶2缺乏症、先天性肾上腺皮质增生症及特发性原因导致的儿童小阴茎，目前尚无获批相关适应症的药 物。公司呈现研发驱动加国际化布局的发展态势，子公司金赛药业 ...

（编辑 丛可心） 证券日报网讯 2月25日，华兰疫苗发布公告称，公司募集资金专项账户因采购合同纠纷被冻结 1409065.28元，占最近一期净资产0.02%，冻结期仅1日即解除，未影响募投项目实施及日常经营。 ...

2月25日，长春高新盘中上涨2.04%，截至14:22，报90.22元/股，成交3.69亿元，换手率1.03%，总市值 368.04亿元。 资料显示，长春高新技术产业(集团)股份有限公司位于吉林省长春市高新海容广场B座27层(震宇街与东 蔚山路交汇),香港铜锣湾希慎道33号利园1期19楼1915室，成立日期1993年6月10日，上市日期1996年12 月18日，公司主营业务涉及生物制药及中成药的研发、生产和销售,辅以房地产开发、物业管理和服务 等业务。主营业务收入构成为：制药业92.83%，房地产6.81%，服务业0.36%。 长春高新所属申万行业为：医药生物-生物制品-其他生物制品。所属概念板块包括：疫苗、肝炎治疗、 生物疫苗、东北振兴、阿尔茨海默等。 截至9月30日，长春高新股东户数10.41万，较上期减少4.63%；人均流通股3840股，较上期增加4.85%。 2025年1月-9月，长春高新实现营业收入98.07亿元，同比减少5.60%；归母净利润11.65亿元，同比减少 58.23%。 资金流向方面，主力资金净流入4389.73万元，特大单买入4206.91万元，占比11.42%，卖出1314.96万 ...

成大生物(688739.SH)公告，公司全资子公司成大生物(本溪)有限公司(简称"本溪子公司")于近日收到国 家药品监督管理局签发的冻干人用狂犬病疫苗(人二倍体细胞)(简称"人用二倍体狂犬疫苗")《药品注册 证书》。 ...

每经AI快讯，2月24日，康希诺(688185.SH)公告称，公司产品ACYW135群脑膜炎球菌多糖结合疫苗 （CRM197载体）适用人群年龄范围由"3月龄~3周岁（47月龄）儿童"扩大至"3月龄~6周岁（83月龄） 儿童"。该疫苗为我国首个脑膜炎球菌四价结合疫苗产品，其适用人群年龄范围的扩大预计将对公司业 绩产生积极影响。 ...

三生国健2月24日发布的2025年度业绩快报显示，公司报告期内实现营业总收入41.99亿元，同比增长 251.81%；归属于上市公司股东的净利润29.39亿元，同比增长317.09%；基本每股收益4.76元。 ...

公司正积极推动胶原蛋白在新能源和纺织等新兴领域的商业化应用。例如，电解铜箔专用胶原蛋白已实 现商业化，并与高校合作开发羊绒纺织领域专用胶原产品，旨在提升产品附加值并开拓新市场。 产品研发进展 东宝生物与江南大学等机构合作，重点推进胶原蛋白在抗起球羊绒面料和低温染色助剂等方向的研发， 相关成果正逐步产业化，未来可能带来技术突破和市场机会。 以上内容基于公开资料整理，不构成投资建议。 经济观察网 东宝生物（300239）2026年的战略重点将聚焦于高端化、国际化和"胶原+"新兴领域拓展， 计划通过创新驱动优化产品结构并加速海外市场布局。 战略推进 根据《证券日报》2026年1月30日的报道，东宝生物将2026年的战略重点聚焦于高端化、国际化和"胶原 +"新兴领域拓展。公司计划通过创新驱动，持续优化产品结构，并加速海外市场布局。 业务进展情况 ...

Group 1: Weichuang Electric / Automation Equipment - The company is strengthening collaborations to promote technological innovation and market expansion in the robot-driven component business [4] - Plans to establish a joint venture in Thailand with Zhejiang Rongtai to expand the smart robot electromechanical integration market, with both parties holding 50% shares [4] - The company aims to deepen industry demand and continue global expansion, focusing on regions like Asia, Africa, and Latin America while enhancing product offerings [5] - Revenue projections for 2025-2027 are estimated at 1.977 billion, 2.444 billion, and 3.108 billion yuan, with net profits of 288 million, 346 million, and 419 million yuan respectively [6] Group 2: Lenovo Group / Computer Equipment - Lenovo reported FY2026Q3 revenue of approximately 22.204 billion USD, an 18% year-on-year increase, with a net profit of 546 million USD, down 21% year-on-year [7][8] - The adjusted net profit increased by 36% year-on-year, driven by efficiency optimization and a high-end product mix [8] - The Infrastructure Solutions Group (ISG) is undergoing strategic restructuring, expected to accelerate the return to profitability in FY2027 [9] Group 3: Shipping and Ports Industry - National import and export total reached 45.47 trillion yuan in 2025, with a 3.8% year-on-year growth [13] - Container throughput at major coastal ports reached 31.198 million TEUs, a 7% year-on-year increase [15] - The Baltic Dry Index (BDI) rose by 135.95% year-on-year, indicating a significant increase in dry bulk shipping rates [19] Group 4: Google-A / Overseas - Google reported Q4 2025 revenue of 113.828 billion USD, an 18% year-on-year increase, with a net profit of 33.455 billion USD, up 30% year-on-year [25] - Search advertising revenue grew by 17% year-on-year, driven by AI innovations enhancing user experience and monetization efficiency [26] - Google Cloud revenue surged by 48% year-on-year, reaching 17.7 billion USD, with a significant increase in annual recurring revenue [27] Group 5: Yutong Technology / Packaging Printing - The company plans to acquire 51% of Huayan Technology for 449 million yuan, aiming to enhance its capabilities in precision manufacturing [32][34] - The acquisition is expected to leverage industry synergies and empower the second growth curve, focusing on high-profile clients like Google and Samsung [34] - Revenue projections for 2025-2027 are estimated at 19.069 billion, 21.001 billion, and 23.077 billion yuan, with net profits of 1.608 billion, 1.798 billion, and 1.980 billion yuan respectively [34] Group 6: NetEase-S / Gaming - NetEase reported Q4 2025 revenue of 27.5 billion yuan, a 3% year-on-year increase, with a net profit of 6.2 billion yuan, down 28.8% year-on-year [36][37] - The gaming segment showed resilience with a revenue of 22 billion yuan, driven by strong performance from popular IPs and new game launches [38] - The company is focusing on AI-driven strategies to enhance operational efficiency and optimize its business structure [39] Group 7: Aidi Pharmaceutical / Biopharmaceuticals - The company is advancing its international product launch and received GMP certification from Tanzania, facilitating entry into the African market [43] - Revenue for 2025 is projected at 721 million yuan, a 72.57% year-on-year increase, with a focus on HIV innovative drug sales [43] - Multiple new drug pipelines are actively progressing, with significant clinical trial approvals received [44] Group 8: Meituan-W / Local Life Services - Meituan is projected to achieve total revenue of 916 billion yuan in Q4 2025, with a core local business revenue of 648 billion yuan, reflecting a competitive landscape [45][46] - The company is strategically increasing investments in marketing and rider incentives to enhance operational efficiency amid fierce competition [46] - Long-term growth potential is anticipated through refined operations in instant delivery and overseas expansion [49] Group 9: Huahong Semiconductor / Semiconductors - Huahong Semiconductor reported Q4 2025 revenue of 660 million USD, a 22.4% year-on-year increase, with a wafer shipment of 1.45 million pieces [50]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600538 证券简称：国发股份 公告编号：临2026-005 北海国发川山生物股份有限公司 关于上海证券交易所对公司业绩预告相关事项问询函的回复公告 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。 公司预计2025年度实现营业收入约3.3亿元，扣除与主营业务无关的业务收入和不具备商业实质的营业 收入仍为3.3亿元；归属于母公司所有者的净利润-0.85亿元。请公司补充披露：（1）根据《上海证券交 易所上市公司自律监管指南第2号一一业务办理》附件第七号《财务类退市指标：营业收入扣除》有关 规定，说明营业收入扣除相关情况，包括但不限于扣除项目、金额、相关业务开展情况及扣除原因等， 并逐项核实并说明是否存在其他应当扣除尚无扣除的情况；（2）按主要产品类别或业务板块，列示 2025年度预计实现营业收入的具体金额、占比、毛利率及同比变动情况，并说明主要影响因素；（3） 各业务板块前五大客户情况，包括客户名称、合同签订时间、合作期限、是否新增客户或关联方、销售 内容、销售金额、应 ...

Core Viewpoint - The article highlights the significant decline in the stock prices of high-priced new shares in the A-share market, with a staggering 70% of the top ten highest-priced new stocks falling below their issuance prices, leading to substantial losses for investors [1][4]. Group 1: Stock Performance - Seven out of the ten highest-priced new stocks have dropped below their issuance prices, with a breakage rate of 70% [1][4]. - The stock with the most severe decline, 康希诺 (688185), plummeted from a peak of 797.2 yuan to 63.9 yuan, representing a drop of over 93% [2][3]. - Other high-priced stocks like 禾迈股份 (688032) and 万润新能 have also seen significant declines, with their prices falling below their issuance prices, resulting in substantial losses for investors [3][4]. Group 2: Reasons for Decline - The decline in high-priced new stocks can be attributed to three main factors: excessively high issuance prices, a decline in industry popularity, and poor performance post-listing [4][5]. - Many of these stocks had issuance price-to-earnings ratios far exceeding industry averages, leading to overvaluation at the time of listing [4]. - The fading popularity of sectors such as vaccines and solar energy has resulted in companies struggling to maintain high valuations due to lack of performance support [4][5]. Group 3: Investor Sentiment and Market Trends - Investors have expressed frustration, noting that the previous trend of guaranteed profits from new stock subscriptions has shifted to a more lottery-like experience, where risks are significantly higher [4][5]. - The article emphasizes the importance of avoiding blind speculation and highlights the need for investors to focus on companies with solid fundamentals and reasonable valuations [5][7]. - The collective decline of high-priced new stocks serves as a warning to investors to avoid blindly chasing high prices and to adopt a more rational investment approach [7].