资料显示，上海南方模式生物科技股份有限公司位于上海市浦东新区琥珀路63弄1号，成立日期2000年9 月20日，上市日期2021年12月28日，公司主营业务涉及从事基因修饰动物模型的研发、生产、销售及相 关技术服务。主营业务收入构成为：标准化模型48.34%，模型技术服务21.92%，模型繁育19.50%，定 制化模型9.34%，其他(补充)0.91%。 南模生物所属申万行业为：医药生物-医疗服务-医疗研发外包。所属概念板块包括：细胞治疗、CRO概 念、抗癌治癌、抗癌药物、增持回购等。 截至9月30日，南模生物股东户数6687.00，较上期增加2.53%；人均流通股11658股，较上期减少 2.47%。2025年1月-9月，南模生物实现营业收入3.03亿元，同比增长14.29%；归母净利润2676.49万元， 同比增长276.14%。 11月24日，南模生物盘中上涨2.09%，截至09:51，报41.45元/股，成交725.80万元，换手率0.23%，总市 值32.32亿元。 南模生物今年以来股价涨79.28%，近5个交易日跌5.24%，近20日跌12.72%，近60日跌30.39%。 今年以来南模生物已经4次 ...

Group 1 - The core viewpoint of the news is that Nanmo Biotechnology experienced a decline in stock price and significant financing activity, indicating a high level of market interest and potential volatility [1] - On November 12, Nanmo Biotechnology's stock fell by 1.59%, with a trading volume of 53.85 million yuan. The net financing buy was -10.10 million yuan, with a total financing balance of 57.63 million yuan, accounting for 1.68% of the circulating market value [1] - The company has a high financing balance, exceeding the 60th percentile of the past year, indicating a relatively elevated level of leverage in the market [1] Group 2 - As of September 30, the number of shareholders for Nanmo Biotechnology increased by 2.53% to 6,687, while the average circulating shares per person decreased by 2.47% to 11,658 shares [2] - For the period from January to September 2025, Nanmo Biotechnology reported a revenue of 303 million yuan, representing a year-on-year growth of 14.29%, and a net profit attributable to shareholders of 26.76 million yuan, which is a significant increase of 276.14% year-on-year [2] Group 3 - Since its A-share listing, Nanmo Biotechnology has distributed a total of 30.04 million yuan in dividends, with 10.00 million yuan distributed over the past three years [3] - As of September 30, 2025, Tianhong Medical Health A became the tenth largest circulating shareholder with 377,400 shares, while a previous major shareholder, Rongtong Health Industry Flexible Allocation Mixed A/B, exited the top ten list [3]

Core Viewpoint - Nanmo Bio experienced a slight decline in stock price, with significant financing activity indicating a high level of market interest and liquidity [1][2]. Group 1: Financial Performance - For the period from January to September 2025, Nanmo Bio achieved a revenue of 303 million yuan, representing a year-on-year growth of 14.29% [2]. - The net profit attributable to shareholders for the same period was 26.76 million yuan, showing a substantial year-on-year increase of 276.14% [2]. Group 2: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Nanmo Bio reached 6,687, an increase of 2.53% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 2.47% to 11,658 shares [2]. - The company has distributed a total of 30.04 million yuan in dividends since its A-share listing, with 10.00 million yuan distributed over the past three years [3]. Group 3: Financing and Margin Data - On November 6, 2023, Nanmo Bio recorded a financing buy-in of 2.72 million yuan, while the financing repayment amounted to 4.31 million yuan, resulting in a net financing outflow of 1.59 million yuan [1]. - The total margin balance for Nanmo Bio as of November 6, 2023, was 73.85 million yuan, accounting for 2.10% of its market capitalization, which is above the 70th percentile of the past year [1]. - There were no short sales or borrowings on November 6, 2023, indicating a lack of bearish sentiment in the market [1].

Core Insights - Nanmo Bio's stock increased by 0.57% on September 25, with a trading volume of 54.01 million yuan, indicating a stable market performance [1] - The company reported a net financing outflow of 1.55 million yuan on the same day, with a total financing balance of 105 million yuan, representing 2.56% of its market capitalization [1] - For the first half of 2025, Nanmo Bio achieved a revenue of 196 million yuan, reflecting a year-on-year growth of 10.69%, and a net profit of 18.17 million yuan, marking a significant increase of 298.69% [2] Financing and Shareholding - As of September 25, Nanmo Bio's financing buy-in was 4.25 million yuan, while the financing repayment was 5.80 million yuan, indicating a high level of trading activity [1] - The company has a total of 6,522 shareholders as of June 30, 2025, which is an increase of 4.32% from the previous period, with an average of 11,953 circulating shares per shareholder, up by 51.32% [2] - The company has distributed a total of 30.04 million yuan in dividends since its A-share listing, with 10.00 million yuan distributed in the last three years [3] Business Overview - Nanmo Bio specializes in the research, production, and sales of genetically modified animal models, with its main revenue sources being standardized models (48.34%), model technical services (21.92%), model breeding (19.50%), and customized models (9.34%) [1] - The company is headquartered in Shanghai and was established on September 20, 2000, with its stock listed on December 28, 2021 [1]

Core Viewpoint - Nanmo Biotechnology experienced an 8.34% increase in stock price on August 27, with a trading volume of 250 million yuan, indicating strong market interest and activity [1]. Financing Summary - On August 27, Nanmo Biotechnology had a financing buy-in amount of 24.30 million yuan, with a financing repayment of 27.23 million yuan, resulting in a net financing buy of -2.93 million yuan [1]. - As of August 27, the total financing and securities lending balance for Nanmo Biotechnology was 110 million yuan, which represents 2.28% of its circulating market value, indicating a high level of financing activity compared to the past year [1]. - The company had no shares sold or repaid in securities lending on August 27, with a securities lending balance of 0.00 yuan, also reflecting a high level compared to the past year [1]. Business Performance - As of March 31, the number of shareholders for Nanmo Biotechnology was 6,252, an increase of 1.72% from the previous period, while the average circulating shares per person decreased by 1.70% to 7,899 shares [2]. - For the first quarter of 2025, Nanmo Biotechnology reported a revenue of 88.40 million yuan, representing a year-on-year growth of 6.59%, while the net profit attributable to the parent company was -0.97 million yuan, showing a significant year-on-year increase of 92.50% [2]. Dividend and Shareholding Structure - Since its A-share listing, Nanmo Biotechnology has distributed a total of 30.04 million yuan in dividends, with 10.00 million yuan distributed over the past three years [3]. - As of March 31, 2025, among the top ten circulating shareholders, the "Rongtong Health Industry Flexible Allocation Mixed A/B" fund held 950,000 shares, a decrease of 200,000 shares from the previous period, while "Zhaoshang Quantitative Selected Stocks Initiated A" and "Jiaoyin Medical Innovation Stocks A" were newly added shareholders with holdings of 384,300 shares and 374,900 shares, respectively [3].

Core Insights - The integration of artificial intelligence (AI) into business operations is accelerating, evolving from an auxiliary tool to a new type of "productivity system" in the context of a restructured global trade landscape and a stable Chinese economy [2] - The "2025 New Beijing News Beike Finance Annual Conference" highlighted the theme "China's Economy: Open and Resilient Co-Growth," where the "China Entrepreneur AI Application Research Report (2025)" was released, revealing ten trends in AI application among Chinese enterprises [2] Group 1: AI Deployment Status - Nearly 90% of enterprises have implemented AI in some capacity, indicating a shift from optional use to a systematic variable that enhances efficiency and drives organizational change [6][29] - 65.63% of enterprises have established or are planning to set up AI-related organizational structures, focusing on decision-making, research and development, and customer service [8][29] - The preferred methods for AI deployment include public APIs (41.41%), customized models (34.38%), and embedded tools (30.47%), with a focus on content generation, customer insights, and internal automation [10] Group 2: AI Transformation and Governance - 65.63% of enterprises have established or plan to create AI-related positions, with the majority integrating these roles into data/IT departments, marking a transition from project-based to organizational AI development [12] - 11.72% of enterprises have established AI governance systems, while 51.57% have partial regulations or governance plans, indicating a nascent stage of governance development [17] - 78.13% of enterprises anticipate that AI will optimize or significantly transform industry structures within three years, highlighting the perceived strategic importance of AI [20][24] Group 3: Expectations and Support Needs - 68.75% of enterprises expect AI to yield significant benefits in cost reduction and efficiency improvement, with positive expectations also noted in user experience and competitive differentiation [22] - There is a strong demand for supportive policies, with 62.5% of enterprises calling for AI talent training, 60.16% seeking subsidies for small and medium-sized enterprises, and 51.56% focusing on data compliance [26] - The report emphasizes that AI has become a critical lever for enhancing efficiency, resilience, and competitiveness, while also noting challenges related to organizational capability, governance, and transformation pathways [29]