10月9日，百普赛斯涨5.07%，截至发稿，报62.58元/股，成交1.05亿元，换手率1.36%，总市值105.04亿 元。 中银证券健康产业混合（002938）基金经理为李明蔚。 截至发稿，李明蔚累计任职时间2年231天，现任基金资产总规模1.58亿元，任职期间最佳基金回报 4.39%， 任职期间最差基金回报4.39%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，北京百普赛斯生物科技股份有限公司位于北京市大兴区北京经济技术开发区宏达北路8号4幢 4层,5幢4层，成立日期2010年7月22日，上市日期2021年10月18日，公司主营业务涉及提供重组蛋白等 关键生物试剂产品及技术服务。主营业务收入构成为：重组蛋白82.27%，抗体及其他试剂12.88%，技 术服务3.04%，其他(补充)1.80%。 从基金十大重仓股角度 数据显示，中银证券旗下1只基金重仓百普赛斯。中银证券健康产业混合（002938）二季度持有股数9.9 万股，占基金净 ...

截至6月30日，诺唯赞股东户数8596.00，较上期增加2.37%；人均流通股46269股，较上期减少2.31%。 2025年1月-6月，诺唯赞实现营业收入6.06亿元，同比减少6.63%；归母净利润312.94万元，同比减少 80.63%。 融资方面，诺唯赞当日融资买入735.56万元。当前融资余额9598.05万元，占流通市值的1.04%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，诺唯赞9月30日融券偿还1666.00股，融券卖出200.00股，按当日收盘价计算，卖出金额 4642.00元；融券余量3.10万股，融券余额71.95万元，超过近一年90%分位水平，处于高位。 资料显示，南京诺唯赞生物科技股份有限公司位于江苏省南京经济技术开发区科创路红枫科技园D2 栋，成立日期2012年3月16日，上市日期2021年11月15日，公司主营业务涉及围绕酶、抗原、抗体等功 能性蛋白及高分子有机材料进行技术研发和产品开发的生物科技企业,依托于自主建立的关键共性技术 平台,先后进入了生物试剂、体外诊断业务领域,并正在进行抗体药物的研发。主营业务收入构成为：生 物试剂81.86%，诊断试剂9.99%，耗 ...

截至6月30日，诺唯赞股东户数8596.00，较上期增加2.37%；人均流通股46269股，较上期减少2.31%。 2025年1月-6月，诺唯赞实现营业收入6.06亿元，同比减少6.63%；归母净利润312.94万元，同比减少 80.63%。 分红方面，诺唯赞A股上市后累计派现7.31亿元。近三年，累计派现6.11亿元。 9月25日，诺唯赞涨0.09%，成交额6634.10万元。两融数据显示，当日诺唯赞获融资买入额444.66万 元，融资偿还528.18万元，融资净买入-83.52万元。截至9月25日，诺唯赞融资融券余额合计1.01亿元。 融资方面，诺唯赞当日融资买入444.66万元。当前融资余额1.00亿元，占流通市值的1.11%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，诺唯赞9月25日融券偿还200.00股，融券卖出6278.00股，按当日收盘价计算，卖出金额14.23 万元；融券余量3.18万股，融券余额72.06万元，超过近一年90%分位水平，处于高位。 资料显示，南京诺唯赞生物科技股份有限公司位于江苏省南京经济技术开发区科创路红枫科技园D2 栋，成立日期2012年3月16日，上市日 ...

9月25日，百普赛斯涨3.43%，成交额2.71亿元。两融数据显示，当日百普赛斯获融资买入额2904.66万 元，融资偿还1901.30万元，融资净买入1003.37万元。截至9月25日，百普赛斯融资融券余额合计1.13亿 元。 融资方面，百普赛斯当日融资买入2904.66万元。当前融资余额1.13亿元，占流通市值的1.08%，融资余 额超过近一年90%分位水平，处于高位。 截至6月30日，百普赛斯股东户数1.17万，较上期增加10.85%；人均流通股7711股，较上期减少9.79%。 2025年1月-6月，百普赛斯实现营业收入3.87亿元，同比增长29.38%；归母净利润8380.40万元，同比增 长47.81%。 分红方面，百普赛斯A股上市后累计派现4.32亿元。近三年，累计派现3.12亿元。 机构持仓方面，截止2025年6月30日，百普赛斯十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股598.63万股，相比上期增加375.71万股。中欧医疗健康混合A（003095）位居第六大流通 股东，持股321.63万股，相比上期增加59.04万股。 责任编辑：小浪快报 融券方面，百普赛斯9月25日融 ...

Group 1 - The core viewpoint of the news is that Beijing Baipusi Biotechnology Co., Ltd. experienced a decline in stock price, with a drop of 5.02% to 58.65 CNY per share, and a total market capitalization of 9.844 billion CNY [1] - The company was established on July 22, 2010, and went public on October 18, 2021, focusing on providing key biological reagent products and technical services, with its main revenue sources being recombinant proteins (82.27%), antibodies and other reagents (12.88%), technical services (3.04%), and others (1.80%) [1] - A fund under Bank of China Securities holds a significant position in Baipusi, with the Bank of China Health Industry Mixed Fund (002938) owning 99,000 shares, representing 4.48% of the fund's net value, making it the seventh-largest holding [2] Group 2 - The Bank of China Health Industry Mixed Fund (002938) has a total asset size of 158 million CNY and has achieved a year-to-date return of 58.86%, ranking 653 out of 8172 in its category [2] - The fund manager, Li Mingwei, has been in charge for 2 years and 215 days, with the best and worst fund returns during his tenure both being 4.82% [3]

Core Insights - The company participated in a collective reception day and mid-year performance briefing, emphasizing its commitment to value communication and future confidence [1] Group 1: R&D and Product Development - The company has been continuously investing in R&D in the antibody field, leading to a rich portfolio of raw material antibodies and protein products [1] - As of mid-2025, the company's Hangzhou antibody R&D center has developed over 4,200 SPUs, while the Nanjing protein R&D center has developed over 1,800 SPUs [1] Group 2: Brand Growth and Revenue - The company’s self-owned brand products, including Absin, LabEx, STARTER, and UA, achieved over 20% growth in the previous year, contributing to an increased share of self-owned brand revenue [1]

Group 1 - The core business of the company includes research and development of functional proteins and high molecular organic materials, with a revenue composition of 81.86% from biological reagents, 9.99% from diagnostic reagents, and smaller contributions from other segments [2] - As of June 30, the company reported a total revenue of 606 million yuan for the first half of 2025, representing a year-on-year decrease of 6.63%, and a net profit attributable to shareholders of 3.13 million yuan, down 80.63% year-on-year [2] - The company has a total of 8,596 shareholders, which is an increase of 2.37% compared to the previous period, with an average of 46,269 circulating shares per shareholder, a decrease of 2.31% [2] Group 2 - The company has distributed a total of 731 million yuan in dividends since its A-share listing, with 611 million yuan distributed over the past three years [3] Group 3 - On September 15, the company's stock price fell by 1.71%, with a trading volume of 75.77 million yuan, and a net financing purchase of 4.56 million yuan for the day [1] - The financing balance as of September 15 is 112 million yuan, accounting for 1.23% of the circulating market value, which is above the 90th percentile level over the past year [1] - The company had a low short-selling balance of 35.03 million yuan, with a short-selling volume of 8,500 shares on September 15 [1]

Core Viewpoint - The company continues to experience high growth in performance and improving profitability, with a revenue of 390 million yuan in the first half of 2025, representing a year-on-year increase of 29.4%, and a net profit of 80 million yuan, up 47.8% year-on-year. The net profit margin reached 21.5%, an increase of 3.6 percentage points year-on-year [1] Domestic Business Growth - The company's domestic sales revenue reached 120 million yuan, a year-on-year increase of 36.7%, while overseas sales revenue was 260 million yuan, up 22.9% year-on-year. The growth in domestic sales is primarily driven by the recovery of the innovative drug market and the continuous demand for biological reagents. The core product, recombinant protein, maintained robust growth with revenue of 320 million yuan, a 25.7% increase year-on-year [2] New Product Development - The company is intensifying efforts in new product development, particularly in the ADC field, expanding its product and service offerings, including various target proteins and specific reagents for ADC PK research. In the CGT field, the company is broadening its range of products related to cell and gene therapy, including cytokines for iPSCs differentiation and various detection kits [3] Profit Forecast and Investment Recommendation - The profit forecast remains unchanged, with projected net profits of 154 million yuan, 208 million yuan, and 253 million yuan for 2025-2027. Based on the average P/E ratio of comparable companies, a valuation of 74 times P/E for 2025 is given, corresponding to a target price of 67.34 yuan, maintaining a "buy" rating [4]

Group 1 - The core point of the news is the decline in the stock price of Beijing Baipusi Biotechnology Co., Ltd., which fell by 5.13% to 57.30 CNY per share, with a total market capitalization of 9.618 billion CNY [1] - The company was established on July 22, 2010, and went public on October 18, 2021, focusing on providing key biological reagent products and technical services, with main revenue sources being recombinant proteins (82.27%), antibodies and other reagents (12.88%), technical services (3.04%), and others (1.80%) [1] - The trading volume for the stock was 113 million CNY, with a turnover rate of 1.53% [1] Group 2 - According to data, a fund under Bank of China Securities holds a significant position in Baipusi, with the Bank of China Health Industry Mixed Fund (002938) owning 99,000 shares, accounting for 4.48% of the fund's net value, making it the seventh-largest holding [2] - The fund has a total scale of 158 million CNY and has achieved a year-to-date return of 63.37%, ranking 206 out of 8178 in its category [2] - The fund manager, Li Mingwei, has been in charge for 2 years and 197 days, with the best and worst fund returns during his tenure both being 9.92% [3]

Core Viewpoint - Yiqiao Shenzhou (301047) emphasizes its commitment to independent development while actively pursuing investment and acquisition opportunities [1] Group 1: Investment and Acquisition Strategy - The company has acquired a Canadian kinase company in recent years, indicating a focus on expanding its capabilities through strategic acquisitions [1] - Future acquisition targets will include companies with independent R&D capabilities that complement the company's product technology, aiming to address technical product gaps [1] - The company will consider regional distribution in alignment with its strategic planning when evaluating potential acquisitions [1] Group 2: Industry Focus - The company aims to focus on upstream and downstream enterprises related to its main business, ensuring that acquisitions are relevant to its core operations [1] - The evaluation of potential targets will also take into account the scale of the target and the reasonableness of its valuation [1]