机构持仓方面，截止2025年9月30日，博腾股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股2397.76万股，相比上期增加1321.87万股。天弘医药创新A（010654）位居第六大流通股 东，持股593.96万股，相比上期减少45.84万股。华安聚优精选混合（009714）位居第九大流通股东，持 股377.75万股，为新进股东。南方中证1000ETF（512100）位居第十大流通股东，持股299.75万股，相 比上期减少2.43万股。 资料显示，重庆博腾制药科技股份有限公司位于重庆市北碚区云图路7号，成立日期2005年7月7日，上 市日期2014年1月29日，公司主营业务涉及化学原料药CDMO业务、化学制剂CDMO业务和生物CDMO 业务(包括基因疗法和细胞疗法)。主营业务收入构成为：临床后期及商业化业务66.81%，临床早期业务 25.76%，新兴业务7.11%，其他(补充)0.32%。 截至2月13日，博腾股份股东户数4.21万，较上期减少0.68%；人均流通股11843股，较上期增加0.68%。 2025年1月-9月，博腾股份实现营业收入25.44亿元，同比增长19.72%；归母净 ...

Core Viewpoint - Boten Co., Ltd. experienced a 3.91% decline in stock price on January 15, with a trading volume of 653 million yuan, indicating a potential concern among investors regarding the company's performance and market sentiment [1]. Financing Summary - On January 15, Boten Co., Ltd. had a financing buy-in amount of 64.58 million yuan and a financing repayment of 58.28 million yuan, resulting in a net financing buy of 0.63 million yuan. The total financing and securities balance reached 382 million yuan, which is 2.48% of the circulating market value, indicating a low financing level compared to the past year [1]. - The company had a low short-selling balance, with 800 shares repaid and 2,000 shares sold on January 15, amounting to a selling value of 0.0565 million yuan. The short-selling balance was 1.26 million shares, with a total value of 0.3561 million yuan, also reflecting a low level compared to the past year [1]. Business Performance - As of January 9, Boten Co., Ltd. reported a total of 42,800 shareholders, a decrease of 1.36% from the previous period. The average circulating shares per person increased by 1.38% to 11,643 shares [2]. - For the period from January to September 2025, the company achieved an operating income of 2.544 billion yuan, representing a year-on-year growth of 19.72%. The net profit attributable to the parent company was 79.92 million yuan, showing a significant year-on-year increase of 138.71% [2]. Dividend and Shareholding Information - Since its A-share listing, Boten Co., Ltd. has distributed a total of 1.193 billion yuan in dividends, with 866 million yuan distributed over the past three years [3]. - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which increased its holdings by 13.22 million shares to 23.98 million shares. Tianhong Medical Innovation A reduced its holdings by 458,400 shares to 5.94 million shares, while Huazhong Ju You Selected Mixed Fund entered as a new shareholder with 3.78 million shares [3].

Core Viewpoint - The stock of Boteng Co., Ltd. has shown a positive trend with a 2.61% increase on January 9, 2025, alongside significant trading activity and financial metrics indicating a stable position in the market [1]. Financing Summary - On January 9, 2025, Boteng Co. recorded a financing buy-in amount of 30.88 million yuan, with a net financing purchase of 6.22 million yuan after repayments [1]. - The total financing and securities balance for Boteng Co. reached 364 million yuan, accounting for 2.61% of its market capitalization, which is below the 30% percentile level over the past year, indicating a low financing balance [1]. - In terms of securities lending, the company had a securities lending balance of 26.11 thousand yuan, with a remaining quantity of 10,200 shares, also below the 20% percentile level over the past year [1]. Business Performance - For the period from January to September 2025, Boteng Co. achieved an operating revenue of 2.544 billion yuan, reflecting a year-on-year growth of 19.72% [2]. - The net profit attributable to the parent company was 79.92 million yuan, marking a significant year-on-year increase of 138.71% [2]. - The company's main business revenue composition includes 66.81% from late-stage clinical and commercialization, 25.76% from early-stage clinical, and 7.11% from emerging businesses [1]. Shareholder Information - As of December 19, 2025, the number of shareholders for Boteng Co. was 43,400, a decrease of 1.75% from the previous period, while the average circulating shares per person increased by 1.78% to 11,484 shares [2]. - The company has distributed a total of 1.193 billion yuan in dividends since its A-share listing, with 866 million yuan distributed over the past three years [3]. - Notable changes in institutional holdings include an increase in shares held by Hong Kong Central Clearing Limited to 23.98 million shares, while Tianhong Medical Innovation A reduced its holdings by 458,400 shares [3].

Core Viewpoint - 博腾股份 has experienced a decline in stock price recently, despite a significant increase in its stock price year-to-date, indicating potential volatility in the market [1][2]. Financial Performance - For the period from January to September 2025, 博腾股份 reported revenue of 2.544 billion yuan, representing a year-on-year growth of 19.72% [2]. - The net profit attributable to shareholders for the same period was 79.9154 million yuan, showing a substantial increase of 138.71% year-on-year [2]. Stock Market Activity - As of November 19, 博腾股份's stock price was 23.73 yuan per share, with a market capitalization of 12.896 billion yuan [1]. - The stock has seen a year-to-date increase of 50.48%, but has declined by 2.83% over the last five trading days and 3.18% over the last twenty days [1]. Shareholder Information - As of November 10, 博腾股份 had 46,700 shareholders, a decrease of 2.23% from the previous period [2]. - The average number of circulating shares per shareholder increased by 1.96% to 10,674 shares [2]. Dividend Distribution - 博腾股份 has distributed a total of 1.193 billion yuan in dividends since its A-share listing, with 866 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, the fourth largest circulating shareholder was Hong Kong Central Clearing Limited, holding 23.9776 million shares, an increase of 13.2187 million shares from the previous period [3]. - New institutional shareholders include 华安聚优精选混合, which holds 3.7775 million shares [3].

Core Viewpoint - Boten Co., Ltd. experienced a stock price decline of 2.02% on November 12, with a current price of 24.25 CNY per share and a total market capitalization of 13.178 billion CNY, despite a year-to-date increase of 53.77% in stock price [1] Financial Performance - For the period from January to September 2025, Boten Co., Ltd. achieved a revenue of 2.544 billion CNY, representing a year-on-year growth of 19.72%, and a net profit attributable to shareholders of 79.9154 million CNY, which is a significant increase of 138.71% [2] - The company has distributed a total of 1.193 billion CNY in dividends since its A-share listing, with 866 million CNY distributed over the past three years [3] Shareholder Information - As of October 31, 2025, the number of shareholders for Boten Co., Ltd. was 47,800, a decrease of 4.64% from the previous period, while the average number of circulating shares per person increased by 4.86% to 10,469 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 13.2187 million shares to 23.9776 million shares, and Tianhong Medical Innovation A, which reduced its holdings by 458,400 shares to 5.9396 million shares [3]

Core Viewpoint - The stock of Boteng Co., Ltd. has experienced fluctuations, with a year-to-date increase of 52.82% and a recent decline of 15.70% over the past 20 days [1][2] Financial Performance - For the first half of 2025, Boteng Co., Ltd. achieved a revenue of 1.621 billion yuan, representing a year-on-year growth of 19.88% - The net profit attributable to shareholders was 27.0595 million yuan, showing a significant increase of 115.91% year-on-year [2] Shareholder Information - As of October 10, 2025, the number of shareholders for Boteng Co., Ltd. was 50,100, a decrease of 2.75% from the previous period - The average number of circulating shares per shareholder increased by 2.83% to 9,983 shares [2] Dividend Distribution - Since its A-share listing, Boteng Co., Ltd. has distributed a total of 1.193 billion yuan in dividends, with 866 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which increased its holdings by 2.3886 million shares to 10.7589 million shares - Tianhong Medical Innovation A reduced its holdings by 513,900 shares to 6.398 million shares, while Southern CSI 1000 ETF entered the top ten shareholders with 3.0218 million shares [3]

Core Insights - On October 20, 2023, Boteng Co., Ltd. saw a stock price increase of 2.59% with a trading volume of 336 million yuan [1] - The company reported a financing buy-in amount of 37.97 million yuan and a net financing buy of 642.37 thousand yuan on the same day [1][2] - As of October 20, the total margin balance for Boteng Co., Ltd. was 501 million yuan, representing 3.73% of its market capitalization [1] Financing and Margin Trading - On October 20, the financing buy-in for Boteng Co., Ltd. was 37.97 million yuan, with a current financing balance of 500 million yuan, which is above the 80th percentile of the past year [1] - The company had a margin repayment of 800 shares and a margin sell of 600 shares, with a margin balance of 686.3 thousand yuan, indicating a low level compared to the past year [1] Business Performance - For the first half of 2025, Boteng Co., Ltd. achieved a revenue of 1.621 billion yuan, marking a year-on-year growth of 19.88% [2] - The net profit attributable to shareholders for the same period was 27.06 million yuan, reflecting a significant year-on-year increase of 115.91% [2] Shareholder Information - As of October 10, 2023, the number of shareholders for Boteng Co., Ltd. was 50,100, a decrease of 2.75% from the previous period [2] - The average number of circulating shares per shareholder increased by 2.83% to 9,983 shares [2] Dividend Distribution - Since its A-share listing, Boteng Co., Ltd. has distributed a total of 1.193 billion yuan in dividends, with 866 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 10.7589 million shares, an increase of 2.3886 million shares from the previous period [3] - Tianhong Medical Innovation A was the sixth-largest circulating shareholder, holding 6.398 million shares, a decrease of 513.9 thousand shares [3] - New institutional shareholders included Southern CSI 1000 ETF, which held 3.0218 million shares [3]

Core Insights - The stock price of Boteng Co., Ltd. decreased by 2.03% on September 12, trading at 25.06 CNY per share with a market capitalization of 13.669 billion CNY [1] - The company has seen a year-to-date stock price increase of 58.91%, but a recent decline of 3.24% over the last five trading days [1] Financial Performance - For the first half of 2025, Boteng Co., Ltd. reported a revenue of 1.621 billion CNY, representing a year-on-year growth of 19.88%, and a net profit attributable to shareholders of 27.0595 million CNY, which is a significant increase of 115.91% year-on-year [2] - Cumulatively, the company has distributed 1.193 billion CNY in dividends since its A-share listing, with 866 million CNY distributed over the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders for Boteng Co., Ltd. was 52,700, a decrease of 0.75% from the previous period, with an average of 9,502 circulating shares per shareholder, an increase of 0.75% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Tianhong Medical Innovation A, with notable changes in their holdings [3] Business Overview - Boteng Co., Ltd. specializes in CDMO services for chemical raw materials, chemical formulations, and biological CDMO services, including gene and cell therapies [1] - The company's revenue composition includes 66.81% from late-stage clinical and commercialization, 25.76% from early-stage clinical, and 7.11% from emerging businesses [1] Market Position - The company is classified under the pharmaceutical and biological industry, specifically in medical service and medical research outsourcing [1] - Boteng Co., Ltd. is associated with several concepts including CRO, cancer treatment, innovative drugs, and biomedicine [1]