数据显示，工银瑞信基金旗下1只基金位居奥浦迈十大流通股东。工银前沿医疗股票A（001717）二季 度增持125.08万股，持有股数290.01万股，占流通股的比例为3.75%。根据测算，今日浮亏损失约843.93 万元。 工银前沿医疗股票A（001717）成立日期2016年2月3日，最新规模93.3亿。今年以来收益27.82%，同类 排名1780/4218；近一年收益20.02%，同类排名2322/3869；成立以来收益236.3%。 工银前沿医疗股票A（001717）基金经理为赵蓓。 截至发稿，赵蓓累计任职时间10年342天，现任基金资产总规模164.25亿元，任职期间最佳基金回报 233.5%， 任职期间最差基金回报-29.38%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 10月22日，奥浦迈跌5.04%，截至发稿，报54.82元/股，成交1.03亿元，换手率1.62%，总市值62.40亿 元。 资料显示，上海奥浦迈生物科技股份有限公司位于上海市浦东新区紫萍路 ...

融券方面，奥浦迈10月10日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年80%分位水平，处于高位。 10月10日，奥浦迈跌1.33%，成交额9688.98万元。两融数据显示，当日奥浦迈获融资买入额1031.22万 元，融资偿还775.16万元，融资净买入256.06万元。截至10月10日，奥浦迈融资融券余额合计6310.60万 元。 融资方面，奥浦迈当日融资买入1031.22万元。当前融资余额6310.60万元，占流通市值的0.91%，融资 余额低于近一年20%分位水平，处于低位。 机构持仓方面，截止2025年6月30日，奥浦迈十大流通股东中，工银前沿医疗股票A（001717）位居第 六大流通股东，持股290.01万股，相比上期增加125.08万股。招商医药健康产业股票（000960）位居第 九大流通股东，持股173.52万股，持股数量较上期不变。中欧医疗健康混合A（003095）位居第十大流 通股东，持股148.24万股，为新进股东。汇丰晋信龙腾混合A（540002）退出十大流通股东之列。 资料显示，上海奥浦迈生物科技股份 ...

Core Viewpoint - Aopu Mai has shown a stable financial performance with significant growth in revenue and net profit, while its financing activities indicate a low level of leverage and a high level of short selling activity [1][2][3]. Financial Performance - For the first half of 2025, Aopu Mai achieved operating revenue of 178 million yuan, representing a year-on-year growth of 23.77% [2]. - The net profit attributable to the parent company was 37.55 million yuan, reflecting a year-on-year increase of 55.55% [2]. Shareholder and Market Activity - As of June 30, 2025, the number of Aopu Mai shareholders increased to 3,212, up by 6.11% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 5.76% to 24,100 shares [2]. - Aopu Mai has distributed a total of 147 million yuan in dividends since its A-share listing [3]. Financing and Margin Trading - On September 1, Aopu Mai recorded a financing buy amount of 13.18 million yuan and a financing repayment of 14.20 million yuan, resulting in a net financing buy of -1.02 million yuan [1]. - The total margin trading balance for Aopu Mai was 57.56 million yuan, accounting for 1.38% of its market capitalization, which is below the 20th percentile level over the past year, indicating a low leverage position [1]. - In terms of short selling, Aopu Mai had no shares sold or repaid on September 1, with a short selling balance of 0 shares, which is above the 70th percentile level over the past year, indicating a high level of short selling activity [1]. Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders, ICBC Frontier Medical Stock A held 2.90 million shares, an increase of 1.25 million shares from the previous period [3]. - Other notable institutional shareholders include China Merchants Medical Health Industry Stock and a new entrant, China Europe Medical Health Mixed A, which held 1.48 million shares [3].

Group 1 - The core viewpoint of the news is that Aopumai's stock has shown significant volatility, with a year-to-date increase of 47.96% but a recent decline in the last five and twenty trading days [2] - As of August 29, Aopumai's stock price was 53.68 CNY per share, with a market capitalization of 6.095 billion CNY [1] - The company reported a revenue of 178 million CNY for the first half of 2025, representing a year-on-year growth of 23.77%, and a net profit of 37.55 million CNY, up 55.55% year-on-year [2] Group 2 - Aopumai's main business revenue composition includes 87.34% from products, 12.53% from services, and 0.13% from other sources [2] - The company is categorized under the pharmaceutical and biotechnology industry, specifically in the sub-sector of biological products [2] - As of June 30, 2025, Aopumai had 3,212 shareholders, an increase of 6.11% from the previous period, with an average of 24,100 circulating shares per shareholder, a decrease of 5.76% [2][3] Group 3 - Aopumai has distributed a total of 147 million CNY in dividends since its A-share listing [3] - Among the top ten circulating shareholders, ICBC Frontier Medical Stock A increased its holdings by 1.25 million shares, while other significant shareholders maintained their positions [3]

Group 1 - The core viewpoint of the news is that Aopumai's stock price has declined by 5.15%, currently trading at 55.27 CNY per share, with a total market capitalization of 6.276 billion CNY [1] - Aopumai Biotechnology Co., Ltd. was established on November 27, 2013, and went public on September 2, 2022. The company specializes in cell culture products and services, with revenue composition being 87.34% from products, 12.53% from services, and 0.13% from other sources [1] - The trading volume for Aopumai was 48.9595 million CNY, with a turnover rate of 1.11% [1] Group 2 - Among Aopumai's top ten circulating shareholders, a fund under ICBC Credit Suisse Asset Management has increased its holdings in Aopumai by 1.2508 million shares, now holding a total of 2.9001 million shares, which accounts for 3.75% of the circulating shares [2] - The fund, ICBC Frontier Medical Stock A (001717), has a current scale of 9.33 billion CNY and has achieved a year-to-date return of 37.86%, ranking 607 out of 4222 in its category [2] - The fund manager, Zhao Bei, has been in the position for 10 years and 285 days, with the fund's best return during this period being 262.7% [2]

Core Viewpoint - Pengli Biopharmaceutical Technology (Shanghai) Co., Ltd. is pursuing a backdoor listing through acquisition by Aopumai after failing to list on the Sci-Tech Innovation Board, with the latest valuation and performance data drawing attention [1][3][7]. Group 1: Acquisition Details - Aopumai plans to acquire 100% of Pengli Biopharmaceutical through a combination of issuing shares and cash payments to 31 parties, including PL HK and Sequoia Capital [3]. - The acquisition aims to enhance Aopumai's business by integrating its cell culture products and services with Pengli's preclinical CRO services, creating significant synergies [4]. Group 2: Financial Performance - In 2022 and 2023, Pengli reported revenues of 256 million and 311 million yuan, with net profits of approximately 57.17 million and 56.88 million yuan, indicating a slight decline in 2023 [7]. - For the period of January to November 2024, Pengli's revenue was about 274 million yuan, with net profit around 35.31 million yuan, showing a gap compared to the full-year performance of 2023 [7]. Group 3: IPO and Valuation - Pengli's IPO was initially valued at over 3.2 billion yuan but faced a reduction in valuation during the IPO process, with the latest estimated valuation and transaction price still pending completion of audits [5][6]. - The company aimed to raise up to 601 million yuan for various projects, but the valuation at the time of the IPO was approximately 2.4 billion yuan, reflecting a significant decrease from previous funding rounds [6]. Group 4: Industry Context - The CRO industry is experiencing intense competition, leading to market share battles and compressed profit margins, alongside challenges such as talent shortages and tight funding [8]. - Aopumai is also facing a projected decline in net profit for 2024, estimated at around 20.33 million yuan, representing a decrease of approximately 62.37% year-on-year [8].

Group 1 - The market for major asset restructuring in the Sci-Tech Innovation Board is experiencing strong growth, with 105 major restructuring plans disclosed since the implementation of the "Eight Policies" [1] - As of 2025, there have been 44 new major asset restructuring plans, indicating high market participation [1] Group 2 - Several companies on the Sci-Tech Innovation Board are actively pursuing business synergy through major asset restructuring, such as Aopumai's acquisition of 100% equity in Pengli Bio, enhancing their customer resources and product promotion capabilities [3] - Rapid progress is also seen in Jingyuexing's restructuring efforts, with plans to acquire 100% equity in Jiazhi Hong, reflecting a proactive attitude towards external expansion [3] Group 3 - Significant transactions are drawing market attention, such as the planned stock swap merger between Haiguang Information and Zhongke Shuguang, with market capitalizations of approximately 316.4 billion and 90.6 billion respectively [4] - This merger is expected to achieve deep integration of the industrial chain, enhancing overall competitiveness and impacting the information industry landscape [4] - The fast-paced technology updates and intense market competition in emerging sectors like semiconductors and biomedicine are driving companies to utilize mergers and acquisitions for resource integration and competitive advantage [4]

适时转身。 投资界（PEdaily.cn）旗下，专注并购动态 以下文章来源于并购最前线 ，作者岳笑笑 并购最前线 . 作者 I 岳笑笑 先来看并购的两位主角—— 根据公开资料，收购方奥浦迈是一家专门从事细胞培养产品与服务的科技型企业，曾在 20 22年登陆科创板，被称作"细胞培养基CDMO第一股"。巅峰时期，公司市值一度超过 10 0亿元，但随后股价持续下滑，如今市值浮动在45亿元左右。 宣布收购前，奥浦迈业绩持续下滑。2 02 2年及2023年，公司的营业收入分别为2.94亿 元、2. 4 3亿元；毛利率分别为 6 3. 9 7%、58.85%；归母净利润分别为1.05亿元、0. 5 4亿 元。前不久发布的业绩预告更是显示，公司2024年预计实现归母净利润0.20亿元，同比 下降62 . 37%。 奥浦迈迫切需要一条出路。于是在去年11月，公司公告拟出资不超过3亿元参设产业投资 基金，对中国境内生物制造、制药设备和耗材、生物医药等领域的早中期项目和并购项 目进行投资活动。此前奥浦迈还称，投资并购是公司一直想做的事情，具体的进展会根 据公司实际情况推进。 报道 I 投资界-并购最前线 医药圈又诞生一例并购案。 ...