2025年11月24日，科兴与巴西卫生部签署了两项PDP（产品开发伙伴关系）项目。 科兴将与巴西当地伙伴Tecpar研究所和Eurofarma公司合作建设疫苗产业平台，帮助巴西 提升本土疫苗生产能力，在未来10年向巴西提供总计约6000万剂水痘疫苗和狂犬疫 苗，价值超7亿美元。 （原标题：科兴与巴西开展十年疫苗合作） 来源：新华网 此次签约仪式在圣保罗阿尔伯特·爱因斯坦医院举行。巴西卫生部长亚历山大·帕迪 利亚、科技创新部长卢西亚娜·桑托斯(Luciana Santos)、泛美卫生组织(PAHO)主任雅尔 巴斯·巴尔博萨(Jarbas Barbosa)、巴西国家卫生监督局局长莱安德罗·萨法特勒(Leandro Safatle)等莅临现场，科兴集团副总裁孟伟宁代表公司签署协议。 孟伟宁在签约仪式上表示，"科兴的使命是助力建设能够保护民众的强健公共卫生 体系。投资疫苗就是投资疾病预防和拯救生命。我们致力于为巴西带来可靠技术和长 期合作，切实满足巴西的国家需求。" 科兴将加速推进疫苗供应与本地化部署，联合巴西合作伙伴共建中巴疫苗产业平 台，该平台在保障巴西本土疫苗可及性的同时，也将惠及广大全球南方国家。 ...

本报讯 （记者蒙婷婷）11月27日，成都康华生物（300841）制品股份有限公司（简称"康华生物"）揭 牌暨生态合作大会在成都举行，标志着上海上实生物医药管理咨询有限公司（简称"上海生物医药并购 基金"）通过上海万可欣生物科技合伙企业（有限合伙）（简称"万可欣生物"）正式完成对康华生物的 控股权收购。随着控股权交割的落地，康华生物将开启战略发展新篇章，迈入高质量发展的全新阶段。 四川省经济合作局党组副书记、副局长余辉，四川省药品监督管理局党组成员、副局长周全，成都市副 市长吴皓，中国疫苗行业协会会长魏树源，温江区委副书记董勇，龙泉驿区副区长杨亚锋，四川生物医 药产业集团有限责任公司董事长刘军，上海君实生物医药科技股份有限公司董事长熊俊，成都欧林生物 科技股份有限公司董事长樊绍文；上海实业（集团）有限公司（简称"上实集团"）董事长冷伟青，上实 集团总裁张芊，上实集团副总裁、上海医药（601607）集团股份有限公司（简称"上海医药"）董事长杨 秋华，上实集团首席金融与投资官谷峰，上海医药执行总裁、上药控股有限公司董事长李永忠等嘉宾出 席了本次活动。 会上，康华生物副董事长王振滔表示，新康华生物需要引入新鲜血液以推 ...

11月28日，万泰生物盘中下跌2.02%，截至13:21，报48.10元/股，成交1.31亿元，换手率0.21%，总市值 608.52亿元。 分红方面，万泰生物A股上市后累计派现15.41亿元。近三年，累计派现13.11亿元。 机构持仓方面，截止2025年9月30日，万泰生物十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1289.91万股，相比上期减少985.53万股。华泰柏瑞沪深300ETF（510300）位居第九大流 通股东，持股640.61万股，相比上期减少31.83万股。招商国证生物医药指数A（161726）位居第十大流 通股东，持股496.09万股，为新进股东。易方达沪深300医药ETF（512010）退出十大流通股东之列。 资金流向方面，主力资金净流出1736.87万元，特大单买入0.00元，占比0.00%，卖出1324.05万元，占比 10.12%；大单买入2309.40万元，占比17.66%，卖出2722.22万元，占比20.82%。 责任编辑：小浪快报 资料显示，北京万泰生物药业股份有限公司位于北京市昌平区科学园路31号，成立日期1991年4月24 日，上市日期2020年4月 ...

(原标题：控股权变更完成新康华生物（300841）在成都揭牌) 2025年11月27日，新康华生物揭牌暨生态合作大会在成都举行，标志着上海生物医药并购基金通过万可欣生物正式完成对康华生物(股票代码： 300841.SZ)的控股权收购。 上实集团总裁张芊在会上展望康华生物合作愿景，希望借助此次并购，以资本为桥、以产业为基，推动沪蓉两地在研发、临床与产业化方面的协同与合 作。 康华生物新任董事长刘大伟发表主题演讲，康华生物多年来凭借拳头产品和创新积累，在市场上建立了良好的信誉。本次并购体现了沪蓉两地生物医药产 业协同，也体现了资本、实业融合实践。新康华生物将借助沪蓉两地生物医药产业优势，进一步强化核心业务，推进关键领域研发创新。 在现场嘉宾见证下，康华生物与多家合作伙伴及专业机构签署战略协议：康华生物与上药控股、上药科园签署了合作协议，并与八家服务商达成战略合 作。各方将在市场布局、渠道拓展等环节为新康华生物提供支持。(郑渝川) 四川省经济合作局党组副书记、副局长余辉，四川省药品监督管理局党组成员、副局长周全，成都市副市长吴皓，中国疫苗行业协会会长魏树源，温江区 委副书记董勇，龙泉驿区副区长杨亚锋，四川生物医药产 ...

2025年11月27日，新康华生物揭牌暨生态合作大会在成都举行，标志着上海生物医药并购基金通过万可欣生物正式完成对康华生物（股票代码： 300841.SZ）的控股权收购。 康华生物新任董事长刘大伟发表主题演讲，康华生物多年来凭借拳头产品和创新积累，在市场上建立了良好的信誉。本次并购体现了沪蓉两地生物医药产业 协同，也体现了资本、实业融合实践。新康华生物将借助沪蓉两地生物医药产业优势，进一步强化核心业务，推进关键领域研发创新。 KANGH 康华生物 뉴스앤딩 T 6 -5. 四川省经济合作局党组副书记、副局长余辉，四川省药品监督管理局党组成员、副局长周全，成都市副市长吴皓，中国疫苗行业协会会长魏树源，温江区委 副书记董勇，龙泉驿区副区长杨亚锋，四川生物医药产业集团董事长刘军，上海君实生物董事长熊俊，成都欧林生物董事长樊绍文；上实集团董事长冷伟 青，上实集团总裁张芊，上实集团副总裁，上海医药集团董事长杨秋华，上实集团首席金融与投资官谷峰，上海医药执行总裁、上药控股董事长李永忠等领 导嘉宾出席了本次活动。 会上，新康华生物副董事长王振滔在致欢迎辞中指出，新康华生物需要引入新鲜血液以推动发展。基于共同的目标，并购基金 ...

Core Viewpoint - Oulin Biotech's stock has experienced significant fluctuations, with a year-to-date increase of 135.66% and a recent decline in trading performance, indicating potential volatility in the market [1][2]. Company Overview - Oulin Biotech, established on December 11, 2009, and listed on June 8, 2021, is located in Chengdu, Sichuan Province. The company specializes in the research, production, and sales of human vaccines [1]. - The main revenue sources for Oulin Biotech include: Tetanus vaccine (90.99%), A and C group meningococcal polysaccharide conjugate vaccine (4.49%), Haemophilus influenzae type b conjugate vaccine (3.99%), and others (0.47%) [1]. Financial Performance - For the period from January to September 2025, Oulin Biotech reported a revenue of 507 million yuan, reflecting a year-on-year growth of 31.11%. The net profit attributable to the parent company was approximately 47.48 million yuan, showing a substantial increase of 1079.36% [2]. - Since its A-share listing, Oulin Biotech has distributed a total of 15.43 million yuan in dividends [3]. Shareholder Information - As of September 30, 2025, Oulin Biotech had 10,200 shareholders, an increase of 56.42% from the previous period. The average number of circulating shares per shareholder was 39,746, a decrease of 36.07% [2]. - Among the top ten circulating shareholders, notable positions include: Xingquan Helun Mixed A (holding 15.44 million shares), Xingquan Heyi Mixed A (holding 8.92 million shares), and Xingquan Commercial Model Mixed (LOF) A (holding 4.64 million shares, a new entry) [3].

本报记者 李如是 近期，沃森生物海外市场拓展成效显著，该公司13价肺炎结合疫苗新开拓智利、约旦市场，23价肺炎球菌多糖疫苗新开拓 智利、墨西哥、萨尔瓦多等市场。另外，该公司13价肺炎结合疫苗在印尼本地化项目已经建设完成，开始向当地合作方出口原 液。 沃森生物相关负责人对《证券日报》记者表示："本公司疫苗产品已累计出口超过24个国家和地区，出口数量超过6300万 剂。沃森生物将继续推进已上市产品国内市场的下沉及国际市场的开拓，用'中国技术－本地生产'的创新疫苗惠及更多海外民 众。" 伴随着海外市场的拓展，多家疫苗公司海外销售收入也实现稳步提升，成为其业绩增长的"新引擎"。 例如，今年上半年，成大生物实现海外销售收入1.23亿元，同比增长26.96%；万泰生物疫苗业务实现海外销售收入6467.41 万元，同比增长77.51%。今年前三季度，深圳康泰生物制品股份有限公司海外业务实现收入4189.56万元，同比增长324.27%。 11月27日，云南沃森生物技术股份有限公司（以下简称"沃森生物"）发布公告称，公司生产的13价肺炎球菌多糖结合疫苗 于近日收到埃及药品管理局（EDA）签发的《生物制品上市许可证》，标志着该 ...

Core Viewpoint - The article highlights the investment opportunities arising from the flu season, emphasizing both prevention and treatment strategies as key areas for potential growth in demand for related products [1][3]. Group 1: Flu Season Overview - The flu season in China is expected to peak earlier this year, with the flu activity showing an upward trend, currently at a medium epidemic level [4][5]. - The flu virus strain predominantly circulating this year is H3N2, which has led to lower pre-existing immunity in the population, resulting in a broader susceptible group and stronger transmission [8]. Group 2: Investment Opportunities in Prevention and Treatment - The rising flu cases are likely to increase public and market attention, driving demand for flu prevention and treatment products [9]. - Vaccines are recognized as the most effective and economical means of prevention, with the arrival of flu season directly catalyzing vaccine uptake [9]. - Two major vaccine ETFs are highlighted: Penghua Vaccine ETF (159657.SZ) with a fund size of 1.07 billion and a return of 5.63%, and another Vaccine ETF (562860.SH) with a fund size of 2.46 billion and a return of 17.53% this year [10]. Group 3: Traditional Chinese Medicine (TCM) ETFs - TCM products like Lianhua Qingwen and Jinhua Qinggan have proven effective in alleviating flu symptoms and shortening illness duration [14]. - Two TCM ETFs are mentioned: TCM ETF (159647.SZ) with a fund size of 13.81 billion and a return of 0.01%, and another TCM ETF (560080.SH) with a fund size of 26.78 billion and a return of -0.42% [15]. - The underperformance of TCM ETFs compared to vaccine ETFs is attributed to policy changes, market sentiment, and funding preferences [15]. Group 4: Future Outlook for TCM ETFs - The current flu outbreak is expected to significantly boost sales of related TCM products, potentially supporting company performance and serving as a catalyst for valuation recovery in the sector [16]. - For investors with a higher risk appetite looking for short-term opportunities, vaccine ETFs may be a more direct choice due to their stronger correlation with flu data [16]. - Conversely, for long-term investors seeking value, the currently low valuations of TCM ETFs may offer better safety margins [16].

Group 1 - The Hong Kong fire incident in Tai Po has resulted in 44 fatalities and 45 injuries, with three individuals arrested for suspected manslaughter due to negligence in fire safety standards [2] - The fire spread rapidly, potentially exacerbated by flammable materials used in the building's exterior, leading to a police investigation into the responsible engineering company [2] Group 2 - Sinovac Biotech has secured a $700 million contract in Brazil, marking the largest international order for a Chinese vaccine company to date [5] - The contract involves a partnership with local firms to enhance Brazil's vaccine production capabilities over the next decade [5] Group 3 - HP has announced a global layoff of approximately 10% of its workforce as part of a comprehensive AI transformation plan aimed at cost reduction [8] - The company plans to cut 4,000 to 6,000 jobs by the end of the 2028 fiscal year, targeting annual savings of $1 billion through AI integration [8] Group 4 - Ideal Auto reported a revenue of 27.4 billion yuan for Q3 2025, a year-on-year decline of 36.2%, with a net loss of 624 million yuan [22] - The company anticipates vehicle deliveries between 100,000 and 110,000 units in Q4 2025 [22] Group 5 - HighTu announced a revenue of 1.579 billion yuan for Q3 2025, reflecting a year-on-year growth of 30.7%, while reporting a net loss of 147.1 million yuan [23] - The company continues to show resilience in its financial performance despite the losses [23] Group 6 - ByteDance's "Tomato" business is projected to exceed 60 billion yuan in overall revenue this year, with significant contributions from its various platforms [9] - The company has denied reports regarding the accuracy of these revenue figures [9] Group 7 - OpenAI forecasts that by 2030, it will have 220 million paid subscribers for ChatGPT, representing 8.5% of its estimated 2.6 billion weekly users [21] - The company anticipates annual revenue of approximately $20 billion by the end of this year, despite increasing losses [21]

Group 1 - The fire incident in Hong Kong has resulted in 44 fatalities and 45 injuries, with three individuals arrested for suspected manslaughter due to negligence in fire safety standards [1] - The investigation revealed that the building's exterior had materials that did not meet fire safety standards, potentially contributing to the rapid spread of the fire [1] - The engineering company responsible for the installation of these materials is believed to have acted with serious negligence, leading to significant casualties [1] Group 2 - A total of 10 airlines, including China Eastern Airlines and China Southern Airlines, were summoned for discussions regarding issues related to seat locking and paid seat selection, which have raised consumer complaints [2] - The average seat locking rate in economy class was reported at 38.7%, with concerns over transparency and unfair terms in agreements affecting consumer rights [2] Group 3 - Singshan Group is seeking new investors for its restructuring after a previous proposal was rejected, with Far East Carbon agreeing to participate in the restructuring process [3] - The restructuring process will include initial and final selections, as well as a vote by the creditors' committee [3] Group 4 - Sinovac Biotech has secured a $700 million contract with Brazil to supply approximately 60 million doses of vaccines over the next decade, marking the largest international order for a Chinese vaccine company [4] - This contract includes the development of a vaccine production platform in Brazil, enhancing local vaccine manufacturing capabilities [4] Group 5 - HP Inc. announced a global workforce reduction of approximately 10%, equating to 4,000 to 6,000 jobs, as part of its AI transformation plan aimed at saving $1 billion annually [5] - The company's stock fell over 5% following the announcement, reflecting investor concerns over the impact of layoffs on future performance [5] Group 6 - OpenAI anticipates that by 2030, it will have 220 million paid subscribers for its ChatGPT service, representing 8.5% of its projected 2.6 billion weekly users [6] - The company expects to generate approximately $20 billion in revenue by the end of the year, despite increasing losses due to high development costs [6] Group 7 - Li Auto reported a revenue of 27.4 billion yuan for Q3 2025, a year-on-year decline of 36.2%, with a net loss of 624 million yuan [7] - The company plans to invest over 60 billion yuan in AI development as part of its overall R&D budget of 120 billion yuan for the year [7] Group 8 - High途 announced a revenue of 1.579 billion yuan for Q3 2025, reflecting a year-on-year growth of 30.7%, while reporting a net loss of 147.1 million yuan [8] Group 9 - ByteDance's "Tomato" business is projected to generate over 60 billion yuan in revenue this year, with significant contributions from its various platforms [9] - The company has denied reports regarding the accuracy of these revenue figures [9] Group 10 - Xiaomi has recruited a former Tesla Optimus team member to lead its robotics division, focusing on the development of dexterous robotic hands [10] - This move is part of Xiaomi's strategy to enhance its capabilities in robotics technology [10]