广西上市民企国发股份获董事长姜烨增持3001.66万元，增持完成后，姜烨持股比例达到0.92%，8月26日，国 发股份发布《关于公司董事长股份增持计划实施完毕暨增持结果公告》，披露上述事项。 此次增持并未如期完成，6月26日，国发股份发布增持计划延期公告，称由于在增持计划实施期间内，因定期 报告及业绩预告窗口期、法定假期、市场环境变化等因素影响，能够实施增持的有效时间大幅缩短，本次增 持计划未能在原定期限内全部完成。截至2025年6月24日，公司董事长姜烨合计增持了公司股份36.33万股， 增持金额为人民币199.94万元，公告同时披露将原增持计划实施期限延长2个月至2025年8月24日。 董事长增持3001万元 或已跻身前10大股东 2024年12月，国发股份发布《关于代理董事长姜烨先生增持公司股份计划的公告》，披露基于对公司未来发 展前景的信心以及对公司长期投资价值的认可，为增强投资者信心，切实维护股东利益，促进公司持续、健 康发展，姜烨先生拟自2024年12月25日起的6个月内增持公司A股股份；增持金额不低于人民币3000万元，不 超过人民币6000万元。 经过此次延期后，8月26日，国发股份发布增持计 ...

Core Viewpoint - The chairman of Guofang Co., Jiang Ye, has increased his shareholding by 30.0166 million yuan, raising his ownership stake to 0.92%, which may position him among the top 10 shareholders of the company [1][4]. Shareholding Changes - Jiang Ye's shareholding increase was part of a plan announced in December 2024, where he intended to invest between 30 million and 60 million yuan over six months, but the plan faced delays due to various factors [3][4]. - As of June 24, 2025, Jiang Ye had acquired a total of 363,300 shares for 1.9994 million yuan, with the plan extended by two months to August 24, 2025 [3][4]. Financial Performance - Guofang Co. has experienced a decline in revenue and net profit for two consecutive years, with a reported revenue of 150 million yuan in the first half of 2025, down 13.02% year-on-year, and a net loss of 5.8417 million yuan [5][6]. - The decline in performance is attributed to reduced project wins and longer accounts receivable periods at its subsidiary, Guangzhou Gaosheng Biotechnology Co., which saw a revenue drop of 23.15% [6][7]. Subsidiary Performance - Gaosheng Biotechnology, a key subsidiary, reported a significant revenue decline of 40.66% in 2023, with net profit plummeting by 81.14% [7]. - The company has faced challenges leading to a total goodwill impairment of 115 million yuan over 2023 and 2024 due to the subsidiary's poor performance [7]. Shareholder Control Issues - The controlling shareholders, Zhu Rongjuan and Peng Tao, have seen their stake in Guofang Co. decrease significantly due to stock pledges and judicial freezes, with 77.15% of their shares being frozen [8][9]. - The company has indicated a high risk of changes in actual control due to ongoing legal issues involving the controlling shareholders [8]. Board Dynamics - Zhu Rongjuan's nominated board candidates have faced repeated rejections by the board, indicating potential governance challenges within the company [9].

Group 1 - The chairman of Guofa Co., Ltd., Jiang Ye, has completed a share buyback plan, acquiring a total of 4.8049 million shares for approximately 30.0166 million yuan [1] - Jiang Ye's recent share purchases occurred on multiple dates, with the total amounts being 9.888 million yuan, 4.1022 million yuan, 11.9964 million yuan, and 2.0304 million yuan for shares acquired on August 19, 20, 21, and 24 respectively [1] - Another executive, Wu Peicheng, also completed a share buyback plan, acquiring 381,500 shares for approximately 2.1393 million yuan, holding 0.74% of the company's total shares post-purchase [1] Group 2 - Guofa Co., Ltd. operates in pharmaceutical manufacturing and distribution, judicial in vitro diagnostics (IVD), and molecular medical imaging centers, generating 15.4 million yuan in revenue in the first half of 2025, with a net loss of 5.8417 million yuan, a 63.74% year-on-year reduction [2] - The pharmaceutical manufacturing segment includes products like "Haibao" pearl eye drops, contributing 1.274 million yuan in revenue, while the pharmaceutical distribution business generated 9.537 million yuan from operations in the Beibu Gulf region [2] - The IVD and molecular medical imaging center business, primarily through subsidiaries, achieved 4.362 million yuan in revenue in the first half of 2025 [2] Group 3 - Guofa Co., Ltd. is undergoing a strategic transformation and has made significant personnel adjustments to enhance its governance structure, appointing Zhang Xiaowei as president and Li Feng as assistant president [3] - The company plans to accelerate business innovation through a private placement financing and has engaged an auditing firm for this issuance [3] - Guofa Co., Ltd. is exploring opportunities in the AI sector, signaling potential strategic investments in "AI + health" and AI computing power, following a visit to a leading cloud-native technology company [3]

Group 1 - The company has approved the appointment of an accounting firm for the special audit related to the issuance of A-shares in 2025 [1] - The board has also approved providing guarantees for its subsidiary, Guofa Pharmaceutical, which is seeking a loan of 20 million yuan from Postal Savings Bank [1] - Guofa Pharmaceutical aims to achieve sales revenue of no less than 381 million yuan in 2025 and is focused on turning losses into profits [1] Group 2 - The company has not disclosed the timeline or purpose for the upcoming capital increase, but it may strengthen its core business and explore new areas such as artificial intelligence [2] - The company plans to enhance the brand marketing of its "Haibao" eye drops, which is in a growing market, by increasing R&D investment and building automated production lines [2] - The chairman has recently visited a leading cloud-native operating system company, indicating potential new business expansion ideas [2]

另据国发股份2024年年报中的工作部署，公司今年将重点投入滴眼液的品牌营销。目前，国发股份拥有 明星产品"海宝"牌珍珠明目滴眼液，是国家重点技术创新项目，曾获广西及北海科技进步奖，已被纳入 医保与国家基本用药目录。 8月1日，国发股份（600538）披露公告，公司召开第十一届董事会第十七次会议、第十一届监事会第十 次会议，均全票同意聘请上会会计师事务作为公司2025年度以简易程序向特定对象发行A股股票的专项 审计机构。此前，国发股份股东大会已决议授权公司董事会以简易程序向特定对象发行股票，融资总额 不超过3亿元。 国发股份是一家深耕大健康领域，业务覆盖医药制造及医药流通、司法IVD(体外诊断)等领域的企业。 近一年来，国发股份组建了具有国际化视野和技术专长的多元化高管团队，聘请曾在多家国际会计师事 务所任职的姜烨担任董事长，还任命了拥有清华大学技术背景、曾创建电商平台"买卖宝"的张小玮作为 总裁。 核心高管全面履新后，国发股份在推进新发展战略上动作频频。公司表示，IVD行业正经历从"单一检 测"向"精准化、全周期管理"转型，具备核心技术突破能力、全球化布局视野、产业链整合优势的企业 将更具竞争力。作为国发股份 ...

Group 1 - Guofa Co., Ltd. (国发股份) expects a net loss of approximately 5.2 million yuan in the first half of 2025, a significant reduction compared to the same period last year [1] - The company has undergone a complete change in its core management team and is actively promoting a new development strategy focused on technological integration and industry expansion [1][2] - In Q1 2025, Guofa Co., Ltd. achieved operating revenue of 78.61 million yuan and a net profit attributable to shareholders of 3.14 million yuan, marking a turnaround from losses [1] Group 2 - Guofa Co., Ltd.'s main business includes pharmaceutical distribution, in vitro diagnostics (IVD), and pharmaceutical manufacturing, with a focus on optimizing its business structure and leveraging high-tech development [2] - The company has appointed Zhang Xiaowei, who has a strong technical background, as president, indicating a potential shift in business expansion strategies [2] - Guofa Co., Ltd. is focusing on the IVD sector, primarily serving the public security system, and has developed an automated DNA extraction workstation through its subsidiary, Gaosheng Bio [2] Group 3 - The IVD industry is transitioning from "single testing" to "precision and full-cycle management," with companies that have core technological breakthroughs and global integration advantages becoming more competitive [3] - Guofa Co., Ltd. plans to invest in brand marketing for its eye drops, leveraging its geographical advantage in Beihai, known as the "Pearl Capital of China" [3] - The company's "Haibao" brand eye drops, made from high-quality pearls, are a key technological innovation project and have been included in the national medical insurance and essential drug lists [3]