10月13日，益诺思跌3.52%，成交额5850.22万元。两融数据显示，当日益诺思获融资买入额675.67万 元，融资偿还541.82万元，融资净买入133.85万元。截至10月13日，益诺思融资融券余额合计7005.10万 元。 截至6月30日，益诺思股东户数5386.00，较上期减少0.90%；人均流通股5235股，较上期增加0.91%。 2025年1月-6月，益诺思实现营业收入3.75亿元，同比减少38.04%；归母净利润-1518.95万元，同比减少 115.88%。 分红方面，益诺思A股上市后累计派现4511.35万元。 机构持仓方面，截止2025年6月30日，益诺思十大流通股东中，工银医疗保健股票（000831）位居第七 大流通股东，持股43.94万股，相比上期增加7.23万股。工银战略转型股票A（000991）位居第九大流通 股东，持股35.41万股，为新进股东。嘉实医药健康股票A（005303）位居第十大流通股东，持股34.43 万股，为新进股东。农银医疗保健股票（000913）、中欧医疗健康混合A（003095）、中欧责任投资混 合A（009872）退出十大流通股东之列。 融资方面，益诺思 ...

Core Insights - Yinos's stock price dropped by 4.30% on September 26, with a trading volume of 68.4983 million yuan [1] - The company reported a financing net buy of -1.9928 million yuan on the same day, indicating more repayments than new purchases [1] - As of September 26, the total margin balance for Yinos was 73.0346 million yuan, which is 1.70% of its market capitalization, reflecting a low financing level compared to the past year [1] Financial Performance - For the first half of 2025, Yinos achieved operating revenue of 375 million yuan, a year-on-year decrease of 38.04% [2] - The net profit attributable to the parent company was -15.1895 million yuan, a significant decline of 115.88% compared to the previous period [2] Shareholder and Institutional Holdings - As of June 30, 2025, the number of Yinos shareholders was 5,386, a decrease of 0.90% from the previous period [2] - The top ten circulating shareholders include ICBC Medical Health Stock, which increased its holdings by 72,300 shares to 439,400 shares [3] - New institutional shareholders include ICBC Strategic Transformation Stock and Harvest Medical Health Stock, which entered the top ten list [3]

Core Insights - Yinosh's stock increased by 2.46% on September 25, with a trading volume of 107 million yuan [1] - The company reported a financing net purchase of 2.2852 million yuan on the same day, with a total financing balance of 75.0274 million yuan, representing 1.67% of its market capitalization [1] - Yinosh's main business involves providing non-clinical research services in the biopharmaceutical sector, with 96.31% of its revenue coming from non-clinical services [1] Financial Performance - As of June 30, Yinosh's revenue for the first half of 2025 was 375 million yuan, a year-on-year decrease of 38.04% [2] - The company reported a net profit attributable to shareholders of -15.1895 million yuan, a significant decline of 115.88% compared to the previous period [2] Shareholder and Institutional Holdings - As of June 30, the number of Yinosh's shareholders was 5,386, a decrease of 0.90% from the previous period [2] - The top ten circulating shareholders include ICBC Medical Health Stock, which increased its holdings by 72,300 shares, and two new shareholders, namely ICBC Strategic Transformation Stock and Harvest Medical Health Stock [3]

9月25日，益诺思涨5.11%，截至发稿，报50.80元/股，成交5201.80万元，换手率1.15%，总市值71.62亿 元。 资料显示，上海益诺思生物技术股份有限公司位于中国(上海)自由贸易试验区郭守敬路199号106室，成 立日期2010年5月12日，上市日期2024年9月3日，公司主营业务涉及专业提供生物医药非临床研究服务 为主的综合研发服务(CRO)。主营业务收入构成为：非临床96.31%，临床3.42%，其他0.27%。 从益诺思十大流通股东角度 数据显示，嘉实基金旗下1只基金位居益诺思十大流通股东。嘉实医药健康股票A（005303）二季度新 进十大流通股东，持有股数34.43万股，占流通股的比例为1.22%。根据测算，今日浮盈赚取约85.05万 元。 嘉实医药健康股票A（005303）基金经理为孙晓晖、郝淼。 截至发稿，孙晓晖累计任职时间168天，现任基金资产总规模9.85亿元，任职期间最佳基金回报 39.35%， 任职期间最差基金回报38.84%。 郝淼累计任职时间6年254天，现任基金资产总规模36.52亿元，任职期间最佳基金回报183.83%， 任职 期间最差基金回报-29.32%。 风险 ...

双方各执一词，法庭见。 因延期一年多交付安评研究报告，美迪西（688202.SH）全资子公司被告上法庭，遭索赔的金额达到 1.59亿元，是合同金额的28倍。 起诉美迪西全资子公司的是鸿绪生物医药科技（北京）有限公司（下称"鸿绪生物"）。根据鸿绪生物近 期声明，该公司2020年12月委托美迪西子公司开展新药非临床安全性评价研究，并约定在8个月内交付 中英文两个版本研究报告，而后者不但全部延期一年以上才交付，也未通过国内和美国药监局审查，且 中文版报告之后找第三方CRO公司补充试验后，才获得临床试验批件。 "这是鸿绪生物GLP-1糖尿病药/减肥药项目临床前的一个研究工作，一般是对猴子、老鼠等动物进行实 验，评测安全性，医药公司拿到报告之后才能去申请进行Ⅰ期临床试验，对人体进行实验。"熟悉鸿绪 生物的知情人士吕涛对第一财经称。 此事源于2020年12月，鸿绪生物与美迪西普亚医药科技(上海)有限公司（下称"美迪西普亚"）签署了一 份《技术服务合同》，前者委托后者对I类生物技术药(多肽)进行非临床安全性评价研究，以支持中国国 家药品监督管理局（NMPA）和美国食品药品监督管理局（FDA）Ⅰ期临床试验申请。合同金额为 5 ...

Core Viewpoint - Yinosh experienced a slight increase in stock price on September 11, with a trading volume of 63.42 million yuan, indicating ongoing market activity despite financial challenges [1] Group 1: Financial Performance - For the first half of 2025, Yinosh reported a revenue of 375 million yuan, representing a year-on-year decrease of 38.04% [2] - The company recorded a net profit attributable to shareholders of -15.19 million yuan, a significant decline of 115.88% compared to the previous period [2] Group 2: Shareholder and Market Activity - As of June 30, 2025, Yinosh had 5,386 shareholders, a decrease of 0.90% from the previous period, while the average number of circulating shares per shareholder increased by 0.91% to 5,235 shares [2] - On September 11, Yinosh's financing buy-in amounted to 4.74 million yuan, with a net financing buy of -1.48 million yuan, indicating more repayments than new purchases [1] - The total balance of margin trading for Yinosh reached 87.06 million yuan, accounting for 2.45% of its market capitalization [1] Group 3: Shareholder Composition - As of June 30, 2025, the top ten circulating shareholders included ICBC Medical Health Stock, which increased its holdings by 72,300 shares to 439,400 shares [3] - New entrants among the top ten shareholders included ICBC Strategic Transformation Stock and Harvest Medical Health Stock, holding 354,100 shares and 344,300 shares respectively [3] - Notably, several funds such as Agricultural Bank Medical Health Stock and others exited the top ten circulating shareholders list [3]

Group 1 - On September 10, Yinos achieved a stock price increase of 3.57% with a trading volume of 79.4568 million yuan, and the net financing purchase amounted to 3.0738 million yuan [1] - As of September 10, the total balance of margin trading for Yinos was 88.5422 million yuan, which represents 2.51% of its circulating market value [1] - Yinos primarily operates in the field of biopharmaceutical non-clinical research services, with 96.31% of its revenue coming from non-clinical services [1] Group 2 - As of June 30, Yinos had 5,386 shareholders, a decrease of 0.90% from the previous period, while the average circulating shares per person increased by 0.91% to 5,235 shares [2] - For the first half of 2025, Yinos reported a revenue of 375 million yuan, a year-on-year decrease of 38.04%, and a net profit attributable to shareholders of -15.1895 million yuan, a decline of 115.88% [2] - After its A-share listing, Yinos has distributed a total of 45.1135 million yuan in dividends [2]

Company Overview - Yinos Biotech Co., Ltd. is located in the China (Shanghai) Pilot Free Trade Zone and was established on May 12, 2010. The company is set to be listed on September 3, 2024. Its main business involves providing comprehensive research and development services (CRO) focused on non-clinical research services in the biopharmaceutical sector [1] - The revenue composition of Yinos is as follows: non-clinical services account for 95.42%, clinical services for 4.11%, and other services for 0.47% [1] Stock Performance - On September 1, Yinos shares increased by 5.1%, reaching a price of 40.98 CNY per share, with a trading volume of 30.95 million CNY and a turnover rate of 2.75%. The total market capitalization is 5.777 billion CNY [1] Shareholder Information - Among the top ten circulating shareholders of Yinos, one fund from Harvest Fund Management, the Harvest Medical Health Stock A (005303), entered the top ten in the second quarter, holding 344,300 shares, which represents 1.22% of the circulating shares. The estimated floating profit for today is approximately 685,200 CNY [2] - The Harvest Medical Health Stock A fund was established on December 4, 2017, with a current size of 786 million CNY. Year-to-date returns are 42.3%, ranking 534 out of 4222 in its category. Over the past year, returns are 50.75%, ranking 1765 out of 3779, and since inception, the fund has achieved a return of 93.9% [2] Fund Management - The fund manager for Harvest Medical Health Stock A is Sun Xiaohui, who has been in position for 144 days, with a total fund size of 985 million CNY. The best return during his tenure is 37.64%, while the worst is 37.22% [3] - The other fund manager, Hao Miao, has been in position for 6 years and 230 days, managing a total fund size of 3.652 billion CNY. His best return during his tenure is 183.83%, while the worst is -30.4% [3]

Core Insights - Yinosh experienced a slight decline of 0.31% on August 22, with a trading volume of 55.43 million yuan [1] - The company reported a financing buy-in amount of 10.08 million yuan and a net financing buy of 0.61 million yuan on the same day [1] - As of August 22, the total financing and securities lending balance for Yinosh was 92.67 million yuan, accounting for 7.84% of its market capitalization [1] Financing and Securities Lending - On August 22, Yinosh had a financing buy-in of 10.08 million yuan, with a financing balance of 92.67 million yuan [1] - The company had no securities lending transactions on that day, with a remaining balance of 0.00 shares [1] Company Overview - Shanghai Yinosh Biotechnology Co., Ltd. was established on May 12, 2010, and is located in the China (Shanghai) Pilot Free Trade Zone [1] - The company specializes in providing comprehensive research and development services (CRO) primarily focused on non-clinical research in biomedicine, with 95.42% of its revenue coming from non-clinical services [1] - As of March 31, the number of shareholders was 5,435, a decrease of 46.05%, while the average circulating shares per person increased by 97.22% to 5,187 shares [1] Financial Performance - For the period from January to March 2025, Yinosh reported a revenue of 209 million yuan and a net profit attributable to shareholders of 5.52 million yuan, reflecting a year-on-year decrease of 90.30% [1] - Since its A-share listing, Yinosh has distributed a total of 45.11 million yuan in dividends [2] Institutional Holdings - As of March 31, 2025, the top ten circulating shareholders included notable institutional investors such as Agricultural Bank of China Medical Health Stock and China Europe Medical Health Mixed Fund, with varying increases in their holdings [2]

将投中网设为"星标⭐"，第一时间收获最新推送 并购流行起"差异化对价"。 作者丨蒲凡 编辑丨张楠 来源丨 投中网 最近一年，投资圈越来越流行"并购进入黄金时代"的说法。人们给出的理由主要有两个，一个是目前距离美元大放水时代已经整整过去了4年，创业者们 不再抱有幻想、投资人们没有了耐心，优质资产纷纷回到一个合理的估值区间，是抄底的好窗口；另一个是新"国九条""科创板八条"等一系列政策出 台，赋予了"并购"前所未有的正面定性，买方数量将大大增加。 近日，上海奥浦迈生物科技股份有限公司（以下简称"奥浦迈"）宣布将收购澎立生物医药技术（上海）股份有限公司（以下简称"澎立生物"）。交易对 手除了澎立生物实控人JIFENG DUAN控制的实体外，均是澎立生物的外部投资机构。经奥浦迈与交易对方充分协商，澎立生物100%股权的最终交易总 价约为14.51亿元。 这笔交易再一次复现了2023年底，歌尔股份收购驭光科技的操作，即相比最后一轮融资，收购折价近半。根据奥浦迈发布的公告， 澎立生物用2年半时 间完成了估值1460%的倍增，又在3年后出现了55%的折价，过程中"欲IPO而不得"，最终被一家营收规模、净利润都未明显强于自己 ...