登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 文/新浪财经上海站 时行工作室 董秘更迭：资本新锐接棒财务老将 7月29日，辽宁成大生物股份有限公司（以下简称"成大生物"）一纸公告宣告了高管团队的年轻化转折 ——47岁的崔建伟卸任董事会秘书，保留董事、副总经理及财务总监职务，而33岁的李业基火速接任。 这一变动看似常规职责调整，实则暗含公司战略转向的深意。 | 姓名 | 离任职 | 离任时 | 原定任 | 离任 | 是否维续 | 具体职务 | 是否存 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 4 | 国 | 期到期 | 原因 | 在上市公 | | 在末度 | | | | | H | | 司及其控 股子公司 | | 行完毕 的公开 | | | | | | | 任职 | | 承诺 | | | 董事会 | 2025 | 2026 | 工作 | | 道事、副 | | | 崔建伟 | | | | 即贡 | 是 | 总经理、 | 否 | | | 秘书 | 年7月 | 年5月 | ...

Group 1: Control Change and Share Transfer - Wan Kexin Bio acquired a total of 28.46638 million shares from Wang Zhentao, Aokang Group, and Kangyue Qiming, resulting in a voting rights proportion of 29.9893% [2][3] - The controlling shareholder will change from Wang Zhentao to Wan Kexin Bio, which has no actual controller [3] - The control change requires antitrust review and compliance audit by the Shenzhen Stock Exchange, which is currently in progress [3] Group 2: Norovirus Vaccine Development - The company signed an exclusive licensing agreement with HilleVax for the development and commercialization of a six-valent norovirus vaccine outside of China [4] - Domestic clinical trial approval for the six-valent norovirus vaccine has been obtained, with ongoing efforts to expedite both domestic and international market entry [4] Group 3: Rabies Vaccine Market Situation - In 2024, there were 143 reported rabies deaths in China, highlighting the critical demand for post-exposure rabies vaccination [5] - Approximately 40 million people are exposed to rabies annually in China, with a vaccination rate of only 35%, indicating significant room for improvement [5] - Three types of rabies vaccines are approved in China, with Vero cell vaccines dominating the market, followed by human diploid and mouse kidney cell vaccines [5] Group 4: Marketing and Brand Strategy - The company aims to leverage its established product reputation and market channels to enhance brand influence and market competitiveness [6][7] - Plans include adjusting marketing management structures, expanding the marketing team, and enhancing professional training to improve collaborative capabilities [7]

Group 1 - The core viewpoint of the news highlights the significant increase in vaccine-related activities, with a reported 2,934 confirmed cases of Kikenya fever in Shunde District, Guangdong, primarily in Lecong, Beijiao, and Chen Village, all classified as mild cases [1] - The number of clinical trial applications and market approvals for vaccines in the first half of 2025 has shown rapid growth, with 45 clinical trial applications and 12 market approvals, totaling 57 applications, representing a year-on-year increase of 58.3% [1] - The growth in vaccine applications is driven by high-demand products, with influenza and shingles vaccines leading the submissions, each with 11 applications, and a notable increase in the development of recombinant and mRNA vaccines [1] Group 2 - The vaccine ETF (159643) tracks the vaccine biotechnology index (980015), which includes listed companies involved in vaccine research, production, and related biotechnology businesses, reflecting the overall performance of the vaccine industry [2] - The index is compiled by China Securities Index Co., Ltd., focusing on the biopharmaceutical sector, particularly the vaccine and biotechnology fields [2]

Investment Rating - The industry investment rating is maintained as "Overweight" [1] Core Insights - In the first half of 2025, the number of clinical trial applications and market approvals for vaccines continues to grow rapidly, with 45 clinical trial applications and 12 market approvals accepted, representing a 58.3% year-on-year increase [3] - The vaccine industry is experiencing a phase of supply-demand imbalance, impacting overall performance, but there is a long-term focus on innovation and international expansion [8][24] - The industry is driven by three main factors: policy, demand, and technology, with a strong emphasis on innovative vaccines and technical upgrades [8][24] Summary by Sections Industry Performance - The vaccine sector saw a 3.61% increase last week, ranking second among 13 sub-sectors in the pharmaceutical industry [4] - The cumulative decline in the vaccine sector since the beginning of 2025 has narrowed to 6.18% [4] Market Review - The vaccine sector's PE (ttm) is 75.17X, with a year-on-year maximum of 76.07X and a minimum of 19.57X, indicating a significant valuation range [6] - The PB (lf) for the vaccine sector is 1.83X, with a maximum of 2.58X and a minimum of 1.62X over the past year [6] Investment Recommendations - The report suggests focusing on companies with strong research and innovation capabilities, particularly those with differentiated products, recommending companies like CanSino and Kanghua Biological [8][26] - The report emphasizes the importance of technical innovation and product differentiation as key competitive advantages in the vaccine industry [26]

Core Viewpoint - The company is facing a complex operating environment with a slight increase in revenue but a decline in net profit, emphasizing the need for strategic adjustments and risk management in its operations [8][10][11]. Group 1: Meeting and Voting Details - The shareholders' meeting is scheduled for June 13, 2025, with both on-site and online voting options available [2][5]. - The meeting will be presided over by Chairman Xu Biao, and shareholders registered by the cutoff date can attend and vote [2][3]. Group 2: Financial Performance - The company achieved a revenue of 11.289 billion yuan, a year-on-year increase of 4.70%, while the net profit attributable to shareholders was 210 million yuan, a decrease of 10.09% [8][10]. - The decline in net profit is attributed to decreased revenue from the biopharmaceutical segment and increased R&D expenses [9][10]. Group 3: Business Strategy and Development - The company is committed to a dual-driven development strategy focusing on the pharmaceutical and financial investment sectors, aiming to enhance operational stability and efficiency [8][16]. - Future plans include expanding vaccine product lines and exploring new business opportunities in biopharmaceuticals, with a focus on innovative vaccines and therapies [16][17]. Group 4: Governance and Compliance - The company has established a robust internal control system to ensure compliance with legal and regulatory requirements, enhancing corporate governance [13][28]. - The board of directors has held multiple meetings to ensure effective oversight and decision-making, maintaining transparency and accountability [13][28]. Group 5: Risk Management - The company is actively monitoring external economic conditions and industry trends to mitigate risks associated with market fluctuations and regulatory changes [21][24]. - Specific measures include optimizing customer structures and enhancing supply chain management to address potential credit risks and operational challenges [24][25].

5月27日，省政协主席周波到沈阳市就民营经济发展进行调研。 省委常委、沈阳市委书记霍步刚参加调研。 沈阳东方钛业股份有限公司是国家级专精特新"小巨人"企业。周波走进企业展厅，详细了解企业发 展历程及现阶段生产经营情况，在车间实地查看企业核心产品，了解产品技术水平、出口销售等情况。 沈阳富创精密设备股份有限公司是国内半导体设备精密零部件领军企业。周波来到这里，与企业负责人 深入交流，走进生产车间，全面了解企业在产品研发、海内外业务布局、人才培养与激励等方面情况。 在辽宁成大生物股份有限公司，周波走进疫苗制剂车间，了解企业在人用狂犬病疫苗等领域的产品优 势，以及企业不断加大研发投入，加强核心技术攻关等方面情况。 周波来到浑南科技城，在智慧之云展厅了解科技城规划建设情况，特别是在创新平台、创新人才、 创新生态等方面深化改革，推动科技成果转移转化等方面的经验做法。在金科高新材料技术有限责任公 司，周波走进特种金属与高端部件技术创新中心，了解企业开展高纯原料、关键材料、核心零部件、成 套装备等产品研发及其产业化情况，鼓励企业发挥自身优势，立足自主创新，全力突破"卡脖子"问题， 提升我省高端制造业技术水平。 周波在调研中 ...