据央视新闻报道，南非农业专家指出，该国正经历史上最严重口蹄疫疫情，病毒传播速度快、传染性 强，已构成"前所未有的畜牧业灾难"。疫情于2025年4月在夸祖卢-纳塔尔省暴发，迅速蔓延至自由邦省 等多个重要农业产区。为遏制疫情，南非农业部已采购大批疫苗为93万头动物紧急接种，并计划2026年 2月启动全国系统化接种，同时推进国内疫苗生产设施建设。 口蹄疫是偶蹄类动物间的高传染性病毒性传染病，会导致动物体温升高、黏膜及蹄部溃烂，对畜牧业打 击巨大。 动保行业上下游联动紧密，上游原料药企业为疫苗生产提供基础支撑，下游养殖需求复苏与海外防疫需 求增长，共同构成行业成长驱动力。 具体公司中，据上市公司公告、及券商研报表示， 瑞普生物：聚焦兽用生物制品领域，产品包括口蹄疫相关疫苗等，覆盖猪、禽、宠物等多个板块。 生物股份：国内动保龙头企业，拥有口蹄疫强免苗定点生产资质，口蹄疫疫苗批签发常年行业第一。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 此次南非口蹄疫疫情凸显了全球动物防疫的重要性，也为具备技术优势的国内动保企业提供了海外市场 拓展机遇。 华创证券表示，动保行业供给端企业出清加速， ...

以"六大产业集群"为引擎，呼和浩特正聚焦合成生物、前沿材料、未来网络、低空经济、商业航天、生 命健康等新兴领域，积极布局未来产业。通过抢抓"两新"支持政策红利，实施制造业技术改造升级、大 规模设备更新，推动新材料、装备制造等重点行业绿色化改造、高端化延伸。 市场准入更宽松，纳税服务再创新。企业开办实现0.5个工作日办结，环节、材料大幅压减，7个高频事 项"一次办"。纳税服务领域创新亮点频出：全区首个农产品收购行业"三流合一反向开票"试点成功落 地，实现收购企业与农户"双端减负"；全区首个停车场"缴费即开票"场景落地，预计可降低该行业约 25%的税费征管成本。贸易便利化提升，原产地证书实现"秒级审核，即时打印"；为重点企业提供"一 站式服务包"，建立四项专项服务机制；通过建立协调机制、推广"铁路快速通关模式"等，提升中欧班 列发运质效。在促进公平竞争方面，开展政府采购代理机构"双随机、一公开"抽查，举办政策宣介会， 搭建政采供应商与金融机构的沟通桥梁。（石文） 【环球时报综合报道】"十五五"规划建议提出，"完善民营企业参与重大项目建设长效机制，发挥政府 投资基金引导带动作用，激发民间投资活力、提高民间投资比重， ...

近日，中信农业将其持有的中普生物 4.04%股权在上海联合产权交易所挂牌转让，转让底价为 1751.43 万元。在原第一大股东中牧股份解除对公司购买该部分股权的限制之后，普莱柯决定受让该部分股权。 出品：新浪财经上市公司研究院 作者：浪头饮食/ 郝显 12月2日晚间，普莱柯发布公告，拟认购中信农业所持中普生物4.04%股权。交易完成后普莱柯将成为 中普生物控股股东。 中普生物主营业务为口蹄疫疫苗的生产，近几年在行业景气度下降、产能过剩的压力下，一直处在亏损 状态。 目前普莱柯主营业务猪用疫苗业务遭遇连续下滑，毛利率承压，今年上半年收入增长有所恢复之后三季 度又开始负增长。在这种情况下控股中普生物，究竟是福是祸？ 收购中普生物股权4.04%股权 后者持续亏损 中普生物前身是保山生物药厂，隶属于中牧股份，一直专业从事口蹄疫疫苗的研发、生产和技术服务。 2018年引入战略投资，成立中普生物，截至目前，普莱柯持股比例为46.97%，中牧股份持股比例为 48.99%，中信农业持股比例为4.04%。 这意味着，交易完成后普莱柯持股比例将达到51.01%，超越中牧股份。中普生物控股股东也将从中牧 股份变更为普莱柯。 值得一 ...

Core Viewpoint - The company, Pulaike Biological Engineering Co., Ltd., plans to acquire a 4.04% equity stake in Zhongpu Biological Pharmaceutical Co., Ltd. from CITIC Agriculture Technology Co., Ltd. This acquisition aims to gain control over Zhongpu Biological and improve its operational efficiency and sustainable development capabilities [2][4][5]. Transaction Overview - The transaction does not constitute a related party transaction or a major asset restructuring. It has been approved by the company's board of directors and does not require shareholder approval [3][4]. - The stake being acquired corresponds to an assessed value of 17.5143 million yuan, with the company having a priority purchase right upon the agreement of other shareholders [4][6]. Counterparty Information - CITIC Agriculture is a non-listed joint-stock company with a registered capital of approximately 11.14 billion yuan, established on December 15, 2014. It operates independently from the company in terms of assets and liabilities [5][6]. Target Asset Information - The target asset for this transaction is the 4.04% equity stake in Zhongpu Biological, which is free from any encumbrances or legal disputes [6][7]. - Zhongpu Biological was established in June 2018 with a registered capital of 432.72 million yuan, primarily engaged in the production and sale of veterinary vaccines [7]. Valuation and Pricing - The valuation of the equity stake was conducted by Beijing Zhongqi Hua Asset Appraisal Co., Ltd., using both asset-based and market approaches, with the market approach being favored for its objectivity and relevance to current market conditions [8][9]. Impact on the Company - If the transaction is completed, the company will gain control over Zhongpu Biological, which aligns with its strategic development goals and benefits shareholder interests. The transaction is not expected to lead to management changes or non-operational fund occupation by major shareholders [9].

Core Viewpoint - The Inner Mongolia Federation of Industry and Commerce has played a crucial role in supporting the development of private enterprises, celebrating its 70th anniversary while emphasizing its commitment to serving the private economy and fostering innovation [1][13][28]. Group 1: Company Development and Achievements - Jin Yu Biotechnology Co., Ltd. has emerged as a leader in the biological industry, driven by technological innovation and contributing significantly to the development of the region's biological sector [4][19]. - The company overcame initial challenges such as technological blockades and funding shortages, achieving significant breakthroughs in vaccine technology, including the development of a large-scale cell suspension culture technology and a purification process that shortened the gap with international standards by 20 years [5][20]. - Jin Yu has invested 2.5 billion yuan in building an international technology industrial park, establishing the world's first intelligent manufacturing plant for animal vaccines, and creating the first mRNA vaccine production facility for animals [7][22]. Group 2: Technological Innovation and Research - The company has continuously upgraded its vaccine production processes, transitioning from manual cultivation to fully automated systems, and has developed a comprehensive smart epidemic prevention system [8][23]. - Over the past six years, Jin Yu has invested 1.2 billion yuan in research and development, resulting in over 120 invention patents and 27 pioneering technologies, significantly enhancing domestic animal disease prevention capabilities [10][25]. - The establishment of a national animal disease detection big data platform has allowed the company to provide comprehensive services to livestock farms, enhancing customer loyalty and shifting its business model from pure vaccine sales to integrated service offerings [23]. Group 3: Industry Collaboration and Future Directions - Jin Yu has positioned itself as a key player in the biopharmaceutical industry chain in Inner Mongolia, collaborating with various organizations to promote animal health and welfare [25][31]. - The company aims to integrate biotechnology with artificial intelligence to enhance production capabilities and is committed to social responsibility, actively participating in rural revitalization and public welfare initiatives [31]. - The successful hosting of the first International Animal Vaccine Innovation Conference highlights Jin Yu's role in fostering collaboration and innovation within the industry [27].

12月2日晚间，普莱柯（603566）生物工程股份有限公司(以下简称"普莱柯")公告称，公司拟认购中信 农业科技股份有限公司(以下简称"中信农业")持有的中普生物制药有限公司(以下简称"中普生物")4.04% 股权。 公告显示，中普生物由普莱柯、中牧实业股份有限公司(以下简称"中牧股份（600195）")和中信农业于 2018年6月共同出资成立，经营范围主要为口蹄疫疫苗业务；截至目前，普莱柯持股比例为46.97%，中 牧股份持股比例为48.99%，中信农业持股比例为4.04%。 中国商业经济学会副会长宋向清对《证券日报》记者表示，对普莱柯而言，拿下中普生物控制权可完善 其在畜牧疫病疫苗领域的布局，形成更完整的产品矩阵与业务协同。尤其是在畜牧业规模化发展的背景 下，口蹄疫作为畜禽重大疫病，其疫苗市场需求稳定，此次收购能为普莱柯锁定该领域的核心资产，符 合其长期发展规划。 公告显示，中普生物2024年以及今年上半年实现净利润分别亏损2620.74万元和1823.7万元。 对于上市公司收购亏损的参股公司股权现象，上海与梅管理咨询合伙企业合伙人沈萌接受《证券日报》 记者采访时表示，标的企业的经营表现无法满足财务投资者 ...

Core Viewpoint - The announcement by Pulaike (603566) regarding the potential acquisition of a 4.04% stake in Zhongpu Biological by the company, which would lead to control over Zhongpu Biological if the stake is acquired [1] Group 1: Company Information - Zhongpu Biological was established in June 2018 with investments from the company, Zhongmu Co., Ltd. (600195), and CITIC Agriculture, primarily focusing on foot-and-mouth disease vaccine business [1] - The company currently holds a 46.97% stake in Zhongpu Biological [1] Group 2: Share Transfer Details - CITIC Agriculture is offering its 4.04% stake in Zhongpu Biological for transfer at a base price of 17.5143 million yuan [1] - The company has a priority purchase right for this stake, which it may exercise depending on whether a third party acquires the stake [1] - If no third party acquires the stake, the company will proceed to acquire it, thereby gaining control over Zhongpu Biological [1]

普莱柯公告称，拟认购中信农业持有的中普生物4.04%股权，转让标的对应评估值和转让底价为 1,751.43万元。中普生物主营口蹄疫疫苗业务，普莱柯、中牧股份、中信农业分别持股46.97%、 48.99%、4.04%。近日，中信农业挂牌转让该部分股权，普莱柯拥有优先购买权。2025年12月2日，公 司董事会已审议通过该事项，无需提交股东会审议，不构成关联交易和重大资产重组。若交易完成，普 莱柯将获得中普生物控制权。 ...

具体来看，今年第三季度，生物股份实现营业收入4.23亿元，同比增长17.76%；实现归属于上市公司股东的净利润1.01亿 元，同比增长116.40%。 本报记者 马宇薇 11月26日，金宇生物技术股份有限公司（以下简称"生物股份"）召开2025年第三季度业绩说明会。围绕经营成果、海外业 务、产品布局规划、非洲猪瘟疫苗市场进展等内容，与投资者展开交流。 今年前三季度，生物股份实现营业收入10.42亿元，同比增长7.38%；实现归属于上市公司股东的净利润1.61亿元。 生物股份主要从事兽用生物制品的研发、生产与销售，产品种类涵盖猪、禽、反刍和宠物类四大系列百余种动物疫苗。 2025年，受国内养殖业周期性波动、疫苗价格战加剧等因素影响，多数动物保健行业（以下简称"动保行业"）企业面临营 收增长压力。在此背景下，生物股份大单品矩阵持续放量，成为对冲行业压力的核心力量。 围绕"大单品、大客户"策略，生物股份在行业制高点的口蹄疫联苗、非洲猪瘟、猫传腹等大单品研发申报上取得重大的突 破，宠物医疗、国际化出海和技术创新等领域正展现出强劲的增长潜力。 "行业竞争加剧将促使企业更注重产品差异化与技术领先性。"生物股份董事长张翀宇 ...

Core Viewpoint - The company reported a significant rebound in performance in Q3 2025, despite facing pressures in the animal health industry due to market competition and price declines in core products [1][2]. Financial Performance - For the first three quarters of 2025, the company achieved revenue of 1.042 billion yuan, a year-on-year increase of 7.38%, and a net profit attributable to shareholders of 161 million yuan [1]. - In Q3 2025 alone, the company recorded revenue of 423 million yuan, up 17.76% year-on-year, and a net profit of 101 million yuan, representing a substantial increase of 116.40% [1]. Market Position and Strategy - The company maintained a strong market share in core products like foot-and-mouth disease vaccines, despite intense competition and price pressures [2]. - The pet and international segments have shown remarkable performance, becoming key growth drivers for the company [2]. - The company is transitioning from pure product sales to a model that includes professional services and comprehensive solutions, enhancing customer loyalty and ensuring healthy cash flow through strict credit policies [2]. Research and Development - The company invested 96.015 million yuan in R&D in the first three quarters, reflecting a year-on-year increase of 9.08% [2]. - The company has successfully diversified its product structure, reducing reliance on single products and achieving significant sales growth in core vaccines [3]. - The company is focusing on key products like the African swine fever vaccine, which is seen as a critical opportunity in the animal health industry [3]. Technological Advancements - The company established the world's first animal mRNA vaccine production facility, which is a core component of its technological advantage [4]. - The company has multiple mRNA vaccine projects in various stages, including the world's first mRNA vaccine for feline infectious peritonitis, which is expected to generate over 1 billion yuan in sales in its first year [4]. Future Growth Strategy - The company aims to shift from reliance on single products to a multi-business model, with three main growth engines: expanding the pet business, international market penetration, and continuous R&D breakthroughs [5].