(2025 年内蒙古辖区上市公司投资者网上集体接待日) 证券代码： 300239 证券简称：东宝生物 债券代码： 123214 债券简称：东宝转债 包头东宝生物技术股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系活动类 | □分析师会议 □特定对象调研 | | --- | --- | | 别 | □媒体采访 ☑业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称及人 | 参与 年内蒙古辖区上市公司投资者网上集体接待日活动的投资者 2025 | | 员姓名 | | | 时间 | 年 月 2025 7 11 日(周五)16:00—18:00 | | 地点 | 网络远程方式(全景网"投资者关系互动平台"，https://ir.p5w.net) | | 上市公司接待人员 | 董事、总经理刘芳先生 | | 姓名 | 财务总监郝海青先生 | | | 副总经理、董事会秘书单华夷女士 | | | 公司通过全景网"投资者关系互动平台"(https://ir.p5w.net)采用网络 | | | 远程的方式参与 2025 年内蒙古辖区上市公司 ...

苏州永沁泉智能设备有限公司（EFL） 创始人，浙江大学 求是特聘教授 贺永 将出席 2025（第四 届）高分子3D打印材料高峰论坛 （7月18-20日 | 浙江 · 杭州），并分享 "生物3D打印：从器官模 型构建到器官体外再造" 。 同时， EFL 将在现场展示 体积光固化生物3D打印机、多功能挤出式生物3D打印机、投影式光固 化生物3D打印机、微针制造仪、甲基丙烯酰化明胶（GelMA）。 EFL围绕再生医学开展"科普→服务研究→助力转化" 全环节服务。 EFL通过打造 生物材料 和 生物制造 两大技术平台，为追求可靠高效的再生医学研究人员提供生物 医用水凝胶、加工与操控设备、监测与分析仪器等整体解决方案，为再生医学研究到转化全环节高效 赋能。 EFL提供以下产品： 01︱ 体积光固化生物3D打印机 主要功能： 可满足载细胞水凝胶结构的快速成形，使细胞与生物组分保持活性。4K的投影精度可满足绝大部分 生物模型的构建需求，光源波段支持定制；5~50℃的材料预处理模块可快速得到可打印的墨水状 态；丰富组织模型库包括上百种生物打印常用模型，免除建模烦恼。 技术亮点： 打印速度快，几十秒即可成型；具备墨水自支撑的特 ...

Core Viewpoint - The signing of multiple projects related to the cattle and sheep industry at the 31st Lanzhou Fair marks a significant step in revitalizing the traditional cattle and sheep industry in Linxia, Gansu Province, showcasing its potential for modernization and expansion [1][2]. Group 1: Industry Overview - The cattle and sheep industry in Linxia has a long history and strong foundation, with a livestock scale of 1.1879 million cattle and 11.3152 million sheep, highlighting its importance in the local economic structure [1]. - Notable local brands such as Dongxiang Gong Sheep and Kangle Beef have established a reputation, serving as quality representatives of the industry and valuable heritage [1]. Group 2: Project Signings and Investments - During the Lanzhou Fair, Linxia signed 103 projects with a total investment of 25.852 billion yuan, reflecting the efforts of various levels of government and enterprises in promoting the industry [2]. - The introduction of 85 related projects, including the extraction of Tibetan Plateau yak blood and chlorinated hemoglobin, represents a total investment of 14.7 billion yuan, indicating strong industrial potential [1]. Group 3: Industry Development Strategies - Linxia is extending its cattle and sheep industry from pure breeding to upstream and downstream industries, incorporating advanced breeding technologies and management models [2]. - The establishment of a key industry chain management mechanism and a focused investment attraction strategy aims to enhance the cattle and sheep industry's supply chain [2]. - Local government officials are actively engaging with businesses in other provinces to foster partnerships and expand investment channels [2].

Core Viewpoint - Qingdao Guoen Technology Co., Ltd. has officially submitted its listing application to the Hong Kong Stock Exchange, marking a significant step in its capital market strategy and aiming to enhance its international influence and competitiveness [1] Group 1: Company Overview - Guoen Technology is a comprehensive enterprise group driven by technological innovation, focusing on long-term scale efficiency and implementing a "one body, two wings" development strategy in the large chemical and health industries [2] - In the large chemical sector, Guoen Technology is the second-largest organic polymer material modification producer in China and the largest producer of polystyrene, showcasing its strong market position [2] - In the health industry, Guoen Technology's subsidiary Dongbao Biological has established a comprehensive product layout from collagen to "collagen +", becoming a significant player in the health sector [3] Group 2: Financial Performance - The company has shown strong revenue growth, with total revenues of approximately RMB 134.06 billion, RMB 174.39 billion, and RMB 191.88 billion for the fiscal years 2022, 2023, and 2024, respectively [4] - The main revenue source is the large chemical sector, contributing RMB 183.3 billion in 2024, accounting for 95.6% of total revenue, while the health sector contributed RMB 8.53 billion, representing 4.4% of total revenue [5] - The overall gross profit margins for the fiscal years 2022, 2023, and 2024 were 11.8%, 9.2%, and 8.3%, respectively, with the health sector showing a higher margin of 23.2% in 2024 [6] Group 3: Future Prospects - The successful listing on the Hong Kong Stock Exchange is expected to provide new development opportunities for the company, allowing it to expand capacity, increase R&D investment, and enhance its domestic and international market presence [6] - The company's strong foundation in the large chemical and health sectors, along with its financial performance and future growth potential, positions it as a noteworthy investment opportunity [7]

Core Viewpoint - Guoen Technology is a comprehensive enterprise group driven by technological innovation, focusing on long-term scale efficiency and implementing a "one body, two wings" development strategy in the large chemical and health industries [2]. Group 1: Industry Overview - In the large chemical industry, Guoen Technology is deeply engaged in the chemical new materials industry chain, building a "new materials+" ecosystem and enhancing its vertical integration layout [2]. - The company is the second-largest organic polymer material modification producer in China by revenue in 2024 and the largest producer of polystyrene by capacity [2]. - In the health industry, Guoen Technology focuses on the natural collagen industry, establishing a vertically integrated product layout from animal collagen to end products [2][3]. Group 2: Financial Performance - For the fiscal years 2022, 2023, and 2024, Guoen Technology reported total revenues of approximately RMB 13.406 billion, RMB 17.438 billion, and RMB 19.188 billion respectively [3][5]. - The net profit for the same periods was approximately RMB 724 million, RMB 540 million, and RMB 721 million respectively [3][5]. - The gross profit figures for the fiscal years were RMB 1.580 billion, RMB 1.601 billion, and RMB 1.592 billion respectively, indicating a stable gross profit margin [5].

序号股票简称PE(TTM)PE(静)市净率总市值(元)13黄山胶囊40.9843.912.3121.62亿行业平均 49.1247.184.49104.96亿行业中值36.0737.112.4149.03亿1英科医疗9.6910.450.86153.16亿2九安医疗 10.1410.250.80171.07亿3新华医疗14.2913.251.1791.61亿4奥美医疗15.1114.811.5554.59亿5康德莱 15.2015.211.2632.76亿6振德医疗15.4114.520.9855.93亿7山东药玻15.5915.641.79147.46亿8维力医疗 16.0516.691.8836.61亿9奥泰生物16.1917.071.3151.64亿10九强生物16.3315.192.0080.89亿11安杰思 17.2317.442.0851.16亿12三鑫医疗18.3518.353.0241.74亿 来源：金融界 安徽黄山胶囊股份有限公司的主营业务是明胶空心胶囊和肠溶明胶空心胶囊的研发、生产与销售。公司 的主要产品是明胶空心胶囊、肠溶明胶空心胶囊、羟丙甲纤维素空心胶囊、普鲁兰多糖空心胶囊。公司 是中 ...

限公司向不特定对象发行可转换 公司债券 2025 年跟踪评级报告 中鹏信评【2025】跟踪第【87】号 01 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告遵循了真实、客 观、 公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效，有效期为被评证券的存续期。同时，本评级机构已对受 评对象的跟踪评级事项做出了明确安排，并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的变化情况。 本评级报告版权归本评级机构所有，未经 ...

Core Viewpoint - The research from the Cambridge University team presents a novel approach to robotic tactile sensing using a gelatin-based hydrogel, which functions as a giant sensor with 1.72 million information channels, eliminating the need for multiple sensors [1][19]. Group 1: Research Methodology - The hydrogel is designed as a continuous sensing field, with only 32 electrodes placed at the edges, allowing for the monitoring of 863,040 different current paths through electrical impedance tomography (EIT) [2][6]. - The system can simultaneously identify six types of stimuli: human touch, contact with conductive objects, pressure from insulating objects, localized heating, damage, and multi-point touch [2][6]. Group 2: Performance and Accuracy - A complete robotic hand made of hydrogel was created, achieving a positioning accuracy of 25mm even at the fingertips, which are far from the electrodes [3][19]. - The system demonstrated an average positioning error of 24.7mm during tests with 1,080 random touch points, and using only the ten optimal configurations, the error could be controlled within 40mm [18]. Group 3: Data Processing and Analysis - The research team utilized a data-driven configuration selection method, achieving a frame rate of 33kHz when monitoring specific configurations, compared to 0.02Hz when monitoring all channels [10][17]. - Principal Component Analysis (PCA) was employed to generate "fingerprint maps" for each stimulus type, indicating distinct electrical field change patterns for different stimuli [12]. Group 4: Material and Design Innovations - The study highlights the limitations of traditional electronic skin, such as complex manufacturing and susceptibility to damage, and proposes a simpler design paradigm that enhances robustness through information redundancy [19][20]. - The manufacturing process for the hydrogel hand involved 3D printing and molding techniques, demonstrating the feasibility of creating complex 3D shapes for tactile sensing [14].

从行业市盈率排名来看，公司所处的医疗器械行业市盈率平均50.64倍，行业中值37.05倍，黄山胶囊排 名第84位。 6月9日，黄山胶囊今日收盘7.41元，上涨1.51%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到42.00倍，创325天以来新低，总市值22.16亿元。 安徽黄山胶囊股份有限公司的主营业务是明胶空心胶囊和肠溶明胶空心胶囊的研发、生产与销售。公司 的主要产品是明胶空心胶囊、肠溶明胶空心胶囊、羟丙甲纤维素空心胶囊、普鲁兰多糖空心胶囊。公司 是中国最早的药用空心胶囊生产企业之一，拥有三十多年高品质药用空心胶囊生产历史。在药用空心胶 囊行业，公司具有较高的知名度，现为中国医药包装协会突出贡献奖成员单位、药用空心胶囊专业委员 会副主任单位之一。公司的商标被评为安徽省著名商标，"旌川"牌药用空心胶囊获"安徽名牌产品"称 号。"旌川"牌明胶空心胶囊和肠溶明胶空心胶囊荣获"中国化学制药行业药用辅料优秀产品品牌"。 最新一期业绩显示，2025年一季报，公司实现营业收入1.19亿元，同比0.53%；净利润1883.70万元，同 比22.90%，销售毛利率29.26%。 序号股票简称PE(TTM)P ...

5月26日，青岛国恩科技股份有限公司（以下简称：国恩股份 002768．SZ）发布公告称，公司于2025年5月26日召开董事会和监事 会，审议通过发行H股股票并在香港联交所主板挂牌上市的议案。公司计划通过发行境外上市外资股（H股）股票，打造国际化资本 运作平台，加快构建国内国际双循环格局。 根据公告披露，国恩股份本次拟发行的H股股数不超过本次发行后公司总股本的15％（超额配售权行使前），募集资金在扣除相关发 行费用后，将全部用于建设香港区域总部平台、科创研发投入、新增产能布局及战略性投资并购、补充运营资金等用途。本次发行 并上市尚需提交股东大会审议，并取得相关监管机构的备案、批准或核准。公司正积极推进相关工作，具体细节尚需进一步商讨。 另外值得注意的是，同在5月26日，国恩股份还发布了一则人事变动公告，公告显示，董事会近日收到董事张世德及独立董事刘树艳 的辞职报告。其中张世德因个人原因辞去董事职务，辞职后将继续在公司下属子公司任职；刘树艳也因个人原因辞去独立董事职 务，及在董事会各委员会的职务。辞职后，二人均未持有公司股份，且其辞职不会影响董事会的法定人数。 2025年一季度报显示，国恩股份今年一季度营收为4 ...