关于 2025 年半年度业绩预告的自愿性披露公告 证券代码：688293 证券简称：奥浦迈 公告编号：2025-058 上海奥浦迈生物科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 经上海奥浦迈生物科技股份有限公司（以下简称"公司"或"奥浦迈"）财务部 门初步测算，预计公司 2025 年半年度主要财务指标具体如下： 预计将增加约 3,339.17 万元，同比增加约 23.25%。 期（法定披露数据），预计将增加约 1,286.19 万元，同比增加约 53.28%。 同比增加约 73.46%。 （三）本次业绩预告未经注册会计师审计。 二、上年同期业绩情况和财务情况 （一）2024年半年度：营业收入：14,360.83万元；归属于母公司所有者的净 利润为：2,413.81万元；归属于母公司所有者的扣除非经常性损益的净利润： （二）2024年半年度基本每股收益：0.21元/股；稀释每股收益：0.21元/股。 三、本期业绩变化的主要原因 主营业务影响： ...

立信会计师事务所（特殊普通合伙） 关于上海奥浦迈生物科技股份有限公司 信会师函字2025第 ZA262 号 上海证券交易所： 贵所于2025年6月6日出具的《关于上海奥浦迈生物科技股份有限公司2024年年 度报告的信息披露监管问询函》（上证科创公函【2025】0240号） （以下简称"问 询函"）已收悉。立信会计师事务所（特殊普通合伙） （ 以下简称"我们"、"会 计师"或"年审会计师"）作为上海奥浦迈生物科技股份有限公司（以下简称"公 司"或"奥浦迈"）2024年度年审会计师，对问询函中需要会计师说明的问题 进行了认真核查，现回复如下： （注：如无特别说明，本回复所使用的名词释义与奥浦迈2024年年报一致；回 复数值若出现总数与各分项数值之和尾数不符的情况，均为四舍五入原因造成。 鉴于部分信息涉及公司商业敏感信息，因此针对该部分内容进行豁免披露。） 问询函回复 第1页 问题一、关于营业收入和毛利率。公司 2024 年实现营业收入 2.97 亿元，同 比增长 22.26%。分业务看，CHO 培养基、293 培养基、其他产品营业收入同比 变化幅度分别为 49.02%、-22.35%和 74.27%；CDMO 服 ...

聚光科技子公司普育科技在质谱仪领域取得突破，值得关注；生产端耗 材方面，培养基赛道的奥普迈近年来切入管线项目数量快速增长，填料 赛道的纳微科技和赛分科技质地优良，值得重点关注。 策略对话医药：生命科学服务 - 医药领域上游"卡脖子" 环节 20250703 摘要 生命科学服务板块是生物科学领域的基础，其自主可控至关重要，但目 前国产替代率不足 30%，高端科研仪器领域甚至为 0%，与赛默飞、丹 纳赫等国际巨头相比，国内企业规模明显偏小。 实现国产替代需多方面入手，包括加强基础科学教育以提高高端人才培 养，以及通过中央政府的政策支持，将高端科研仪器设备研发制造纳入 国家规划。 国产企业需与上下游产业链形成正反馈，通过低端市场反馈加速产品升 级，进而突破高端市场。同时，国际贸易环境的不确定性也推动跨国企 业加快本地化供应链布局，带动国内产业发展。 生产端耗材的国产替代已在部分细分领域取得进展，但因其为创新药商 业化生产必需且不易更换的原材料，替代过程需从早期阶段逐步推进， 培育周期较长。 新冠疫情期间进口原材料供应链短缺加速了国产工业生产端耗材的替代， 促使药企在早期研发阶段倾向使用国产耗材，并在临床三期和商业化 ...

Core Viewpoint - The integration of digital technology and sustainable practices in agriculture is transforming traditional farming into a more efficient and productive system, enhancing both economic and social benefits for rural communities [2][4][6]. Digital Empowerment: Reshaping Traditional Agriculture - The implementation of digital technologies in the agricultural sector is significantly altering traditional farming methods, with real-time visualization of soil moisture and nutrient status through remote sensing and crop growth models [2]. - The use of integrated water and fertilizer systems has led to an average yield increase of 20.3% per mu, with some areas achieving a 32.9% increase in wheat yield compared to control fields [2]. Circular Economy: New Practices for Industrial Upgrade - The establishment of a circular economy within the agricultural framework allows for the comprehensive utilization of resources, with a 93% utilization rate of straw through processes that convert it into organic fertilizer [3]. - Soil quality has improved, with an average increase of 13.85% in organic matter content and a 6%-7% increase in nitrogen, phosphorus, and potassium levels across sampled plots [3]. Full-Chain Integration: A New Engine for Rural Revitalization - The innovative order agriculture model enables the rotation of food and cash crops, maximizing land use efficiency and surpassing traditional single-crop revenue [4]. - The direct supply chain from field to processing plants for cash crops like spinach and strawberries enhances production potential and market access [4]. Collaborative Projects for Rural Revitalization - Collaborative efforts among local governments and foundations have led to the establishment of standardized aquaculture and intelligent farming systems, improving environmental monitoring and resource management [5]. - The integration of ecological practices in livestock management has addressed pollution issues while promoting sustainable agricultural practices [5]. Sustainable Development Ecosystem - The company has successfully created over 1,000 job opportunities and trained more than 400 new agricultural workers, contributing to a significant increase in farmers' income [6]. - The focus on a sustainable agricultural ecosystem connects production, processing, and tourism, enhancing land productivity and promoting a holistic approach to rural development [6].

Core Viewpoint - Aopumai's acquisition of Pengli Biotechnology for 1.45 billion is seen as a strategic move to diversify its client base and enhance its early pipeline, despite facing internal dissent and regulatory scrutiny [4][7][9]. Company Overview - Aopumai plans to acquire 100% of Pengli Biotechnology for a total consideration of 1.45 billion, with 710 million needing to be paid in cash, which nearly depletes Aopumai's cash reserves [4][9]. - Aopumai's main business includes cell culture products and services, with a significant reliance on CHO culture media, contributing over 70% of its revenue in 2024 [7][9]. Financial Performance - Aopumai's performance has been declining, with a reported 80% drop in earnings over the past three years, and a net profit of 14.67 million in Q1 2024, down 25.08% year-on-year [9][11]. - The company's cash balance as of Q1 2024 was 737 million, which covers the cash portion of the acquisition, but still represents a significant portion of its total funds [9][11]. Market Context - The acquisition is positioned as a strategic opportunity during a low point in the industry, with Aopumai aiming to integrate early-stage research capabilities through this merger [7][9]. - Pengli Biotechnology, which previously aimed for a listing on the STAR Market, has also faced growth challenges, with a net profit of 44.51 million in 2024, down 25.52% from 2023 [11]. Stock Market Reaction - Following the announcement of the acquisition, Aopumai's stock price showed a slight increase, closing at 38.49 yuan, reflecting market optimism regarding the transaction [12].

Core Viewpoint - The company is responding to an inquiry regarding its restructuring plan, emphasizing the necessity and feasibility of the transaction to enhance its business capabilities and asset quality in the biopharmaceutical sector [1][2][3]. Group 1: Transaction Necessity - The transaction is deemed necessary as both the company and the target focus on innovative biopharmaceutical services, with the company specializing in cell culture products and CDMO services, while the target provides CRO services for preclinical research [2][4]. - The merger aims to create synergies in business operations, customer bases, and international strategies, enhancing the overall service offerings from early research to commercial production [5][6]. - The company anticipates that the transaction will allow it to transition from a product supplier to a comprehensive solution provider, thereby improving its market position and customer retention [7][9]. Group 2: Business Integration and Synergy - Post-transaction, the company will expand its service offerings from "cell culture + CDMO" to "cell culture + CRDMO," facilitating a full-service model that integrates various stages of drug development [10][19]. - The integration will enable the company to provide a seamless transition for clients from early drug discovery through to commercial production, enhancing customer satisfaction and loyalty [11][12]. - The company plans to leverage the target's established international business relationships to promote its products in global markets, thereby increasing its market share and brand influence [12][20]. Group 3: Financial Impact and Performance Improvement - The transaction is expected to significantly improve the company's financial metrics, with projected increases in total assets, revenue, and net profit post-merger [13][14]. - The company anticipates a diversification of its customer base, reducing reliance on a single product line and enhancing its resilience against market fluctuations [15][16]. - The merger will also optimize the company's capital structure, improving its debt-to-equity ratio and overall financial health [14][16]. Group 4: Industry Context and Trends - The transaction aligns with industry trends where biopharmaceutical companies are increasingly seeking integrated service providers to streamline their development processes and reduce costs [17][19]. - The merger reflects a broader industry movement towards consolidation, enabling companies to enhance their competitive edge through comprehensive service offerings [18][19]. - The company aims to position itself as a leader in the biopharmaceutical service sector by adopting a more integrated approach to drug development, which is becoming a critical success factor in the industry [17][19].

国泰海通证券股份有限公司 关于上海证券交易所 《关于上海奥浦迈生物科技股份有限公司 重组草案信息披露的问询函》 之独立财务顾问核查意见 独立财务顾问 二零二五年六月 上海证券交易所： 贵所于 2025 年 6 月 18 日出具的《关于上海奥浦迈生物科技股份有限公司重 组草案信息披露的问询函》 （上证科创公函〔2025〕0265 号） （以下简称"问询函"） 已收悉。国泰海通证券股份有限公司（以下简称"国泰海通"、"独立财务顾问"） 对问询函所列问题进行了逐项核查，现回复如下。 关于回复内容释义、格式及补充更新披露等事项的说明如下： 如无特别说明，本回复报告中的简称或名词的释义与重组报告书中的相同。 本回复报告的字体： | | | 对问题的答复 宋体 引用重组报告书的内容 楷体 （2）上市公司未来对标的公司的具体整合计划及管控安排，结合交易完成 后标的公司和上市公司董事、高级管理人员构成和委派情况及各自职权范围、 董事会和股东会决策权限划分、董事会决议作出机制等，补充披露上市公司能 有效控制标的公司并纳入合并报表范围的依据。 请独立财务顾问、律师事务所核查上述事项并发表明确意见。 问题回复： （一）结合上市公司 ...

Core Viewpoint - The establishment of three major biopharmaceutical projects in Chengdu High-tech Zone signifies a strategic move to enhance the local biopharmaceutical ecosystem, focusing on high-tech and critical areas such as biobreeding, high-end medical devices, and cell therapy [1][2]. Group 1: Project Details - The three signed projects include a comprehensive medical device service platform and CDMO project by Beijing Shuimu Medical, a biobreeding and intelligent equipment pilot platform by Hancheng Guangyi, and a high-end cell therapy culture medium production headquarters and R&D base by Shengji Saier [1][2]. - Shuimu Medical aims to create a one-stop service system covering engineering design, testing, clinical trials, registration, and contract development and manufacturing (CDMO) [1]. Group 2: Competitive Advantages - Chengdu possesses significant advantages for developing the medical device industry, including quality educational resources, strong research capabilities, abundant medical resources, and a mature IT industry foundation [2]. - The local detection support is crucial for medical device R&D, and the new projects are expected to enhance the local innovation ecosystem and shorten the R&D and market launch cycles for innovative medical devices [2]. Group 3: Financial Initiatives - Chengdu has launched a "Chain Master Fund Action Plan," aiming to establish 12 chain master funds by the end of 2030, with a total scale exceeding 60 billion yuan, to drive emerging industries and improve resource allocation [2]. - The introduction of the chain master fund is anticipated to attract more leading enterprises to Chengdu, further enhancing the development of the biopharmaceutical industry chain [2]. Group 4: Industry Ecosystem - Chengdu High-tech Zone has been recognized as a leading biopharmaceutical hub, ranking just behind Zhongguancun and Suzhou Industrial Park in terms of comprehensive competitiveness [3]. - The "Wutong Plan" launched by Chengdu High-tech Zone aims to provide a full lifecycle service list for the biopharmaceutical industry, covering 47 service directions and 99 detailed services [3]. Group 5: Future Development - Chengdu High-tech Zone plans to continue fostering an open and innovative environment, integrating global resources to enhance the biopharmaceutical industry's development [4]. - The focus will be on breaking through key technologies and cultivating world-class industrial clusters to establish a globally influential biopharmaceutical innovation source and industrial hub [4].

人诱导多能干细胞 （iPSC） 承载着无限潜力，它能重编程为多种细胞类型，为疾病治疗、药物筛选乃至个性 化医疗带来曙光。在iPSC的研究和应用中， 科研人员常常 陷入细胞培养扩增的困境 ： iPSC细胞较为"娇贵"，对培养条件极为敏感和苛刻，稍有不慎就会分化，失去多能性和自我更新能力；培养基成分复 杂且价格昂贵，不同批次的iPSC可能存在分化效率、增殖速率或基因稳定性差异，影响实验重复性和下游应用。 以下文章来源于OriCell细胞生物学 ，作者赛业云课堂 OriCell细胞生物学 . OriCell是赛业旗下致力于各种细胞、培养基试剂及干细胞技术服务的子品牌，致力于帮大家把细胞养的 更漂亮，在这里，我们将与你一起探讨培养细胞崽崽的"养娃之道"，让你的细胞也能成为别人家的细 胞！ 因此， 选择合适的iPSC培养方法和优化培养体系至关重要 。 为 综合探讨iPSC的构建、培养扩增和应用 ，赛业生物将于 6月24日 开展 "初识诱导多能干细胞 （iPSC） ：从细胞培养到常见应用"云课堂 ， 赛业OriCell 产品应用科学家 黄增慷博士 将带领大家学习 iPSC的前世今生及前沿应用，并直iPSC培养痛点 ， 步 ...

在清丰县马村乡大岳村草帽加工厂，小麦秸秆被加工制作成草帽、草辫包等特色工艺品。纪全举 摄 扶沟县小麦秸秆离田场景。黄金峰 摄 农作物秸秆被称为"另一半农业"。 作为全国重要的农业大省、粮食大省，河南常年产生农作物秸秆资源总量在1亿吨左右，居全国第二位。 眼下，河南麦收已结束。粮食颗粒归仓后，秸秆这个"另一半农业"也将开启全新旅程。它们将去往何处？秸 秆究竟是粮食生产的废弃物，还是放错地方的资源？踩在"三夏"的田埂上，答案逐渐清晰。 过去倒逼出来的产业，从"不让烧"到"不必烧""不想烧" 为啥不想烧？答案很统一，因为现在的秸秆"很值钱"、处置"很方便"。 曾几何时，秸秆的归宿是"一烧了之"。 彼时，我国农业机械化程度较低，小麦收割后麦茬很高，秸秆收集和处理相对不易。对于小农户而言，焚烧 秸秆不需要额外的劳动力和成本，是一种简单快捷的处理方式。 "站在农业生产角度，短期内，秸秆焚烧后的草木灰可以作为天然肥料，增加土壤肥力，但长期焚烧又会导致 土壤结构破坏，地力下降，最终影响农作物生长。"省农科院农业专家表示。 从生态环境来看，秸秆焚烧更是有百害而无一利。"河南地形三面环山，大气污染扩散条件极差，秸秆焚烧产 生的大 ...