Core Viewpoint - The company, Beijing Baipusais Biotechnology Co., Ltd., is actively expanding its product offerings in the CAR-T cell therapy and recombinant protein sectors, benefiting from the depreciation of the RMB and recognition as a "specialized and innovative" enterprise [2][3][4]. Group 1: Company Developments - The company has launched a specific antibody targeting the CD19 antigen in CAR-T cell therapy, enhancing detection methods and expanding its product range related to cell and gene therapy [2]. - The company has developed high-quality recombinant proteins through its proprietary biotechnology platform, addressing various disease targets and biomarkers [2]. - The company is developing products related to monkeypox virus, including recombinant proteins and test kits, to support vaccine and therapeutic drug development [2]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 613 million yuan, representing a year-on-year growth of 32.26%, and a net profit of 132 million yuan, up 58.61% year-on-year [9]. - The company's overseas revenue accounted for 66.46% of total revenue, benefiting from the depreciation of the RMB [4]. Group 3: Market Position and Recognition - The company has been recognized as a "national-level specialized and innovative small giant enterprise," indicating its strong market position, innovation capabilities, and high market share [3]. - The company operates in the pharmaceutical and biotechnology sector, focusing on recombinant proteins and other biological products, with a significant portion of its revenue derived from these areas [8][9].

1月5日，百普赛斯涨5.07%，截至发稿，报56.74元/股，成交6958.12万元，换手率1.01%，总市值94.86 亿元。 中银证券健康产业混合（002938）基金经理为李明蔚。 截至发稿，李明蔚累计任职时间2年319天，现任基金资产总规模1.59亿元，任职期间最佳基金回 报-13.65%， 任职期间最差基金回报-13.65%。 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。 责任编辑：小浪快报 资料显示，北京百普赛斯生物科技股份有限公司位于北京市大兴区北京经济技术开发区宏达北路8号4幢 4层,5幢4层，成立日期2010年7月22日，上市日期2021年10月18日，公司主营业务涉及提供重组蛋白等 关键生物试剂产品及技术服务。主营业务收入构成为：重组蛋白82.27%，抗体及其他试剂12.88%，技 术服务3.04%，其他(补充)1.80%。 从基金十大重仓股角度 数据显示，中银证券旗下1只基金重仓百普赛斯。中银证券健康产业混合（002938）三季度增持4.23万 股， ...

国泰创新医疗混合发起A（018159）成立日期2023年4月18日，最新规模1777.78万。今年以来收益 38.09%，同类排名2210/8155；近一年收益38.09%，同类排名2210/8155；成立以来收益5.58%。 国泰创新医疗混合发起A（018159）基金经理为邱晓旭。 截至发稿，邱晓旭累计任职时间3年144天，现任基金资产总规模6.76亿元，任职期间最佳基金回报 5.58%， 任职期间最差基金回报0.5%。 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。 责任编辑：小浪快报 1月5日，百普赛斯涨5.07%，截至发稿，报56.74元/股，成交6941.14万元，换手率1.00%，总市值94.86 亿元。 资料显示，北京百普赛斯生物科技股份有限公司位于北京市大兴区北京经济技术开发区宏达北路8号4幢 4层,5幢4层，成立日期2010年7月22日，上市日期2021年10月18日，公司主营业务涉及提供重组蛋白等 关键生物试剂产品及技术服务。主营业务收入构成为：重组蛋 ...

每经AI快讯，赛分科技（SH 688758，收盘价：17.93元）12月29日晚间发布公告称，公司限售股份约 2.56亿股将于2026年1月12日解禁并上市流通，占公司总股本比例为61.4%。 每经头条（nbdtoutiao）——直击茅台经销商大会：2000多人周末齐聚！重大变革公布：涉及茅台酒价 格、分销等，董事长陈华：经销商不能再"躺着赚钱" （记者 曾健辉） 2024年1至12月份，赛分科技的营业收入构成为：药物分析占比40.2%，抗体药物占比20.85%，胰岛素/ 多肽/GLP-1占比18.18%，重组蛋白占比13.73%，其他占比6.6%。 截至发稿，赛分科技市值为75亿元。 ...

12月23日，百普赛斯跌1.30%，成交额7091.22万元。两融数据显示，当日百普赛斯获融资买入额459.63 万元，融资偿还278.11万元，融资净买入181.51万元。截至12月23日，百普赛斯融资融券余额合计 8291.54万元。 融资方面，百普赛斯当日融资买入459.63万元。当前融资余额8270.84万元，占流通市值的0.95%，融资 余额低于近一年30%分位水平，处于低位。 分红方面，百普赛斯A股上市后累计派现4.32亿元。近三年，累计派现3.12亿元。 机构持仓方面，截止2025年9月30日，百普赛斯十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1355.58万股，相比上期增加756.94万股。中欧医疗健康混合A（003095）位居第四大流通 股东，持股599.44万股，相比上期增加277.81万股。中欧医疗创新股票A（006228）位居第九大流通股 东，持股206.14万股，为新进股东。 责任编辑：小浪快报 融券方面，百普赛斯12月23日融券偿还100.00股，融券卖出100.00股，按当日收盘价计算，卖出金额 5227.00元；融券余量3960.00股，融券余额20.70万 ...

近日，北京义翘神州科技股份有限公司(以下简称：义翘神州)获得Scientist.com平台颁发的"2025年度供 应商绩效认可奖"(2025 Supplier Performance Recognition Award)，旨在表彰义翘神州在推动全球药物发 现研究方面做出的杰出贡献和卓越表现。 义翘神州通过哺乳动物细胞、杆状病毒-昆虫细胞、大肠杆菌及无细胞表达(CFPS)四大系统，为您提供 从基因合成到蛋白表达、纯化的一站式服务，是您定制重组蛋白表达的理想合作伙伴。义翘神州构建的 杂交瘤、Beacon®、流式单B、噬菌体和兔多抗技术五大抗体发现平台，成功开发30000+抗体，与很多 国际制药企业建立了良好的合作关系。 义翘神州美国公司首席商务官Rob Burgess表示： "我们深感荣幸能够获得Scientist.com的认可与肯定。也为双方长期而富有成效的合作深感自豪。这一奖 项充分彰显了我们团队致力于为全球科学界提供可靠、及时、创新解决方案的坚定承诺。未来，我们将 继续致力于赋能科研人员，为生命科学研究的进步贡献更大力量。" Scientist.com是全球大型的智能化生命科学研发采购平台，整合6000多家 ...

（编辑 丛可心） 证券日报网讯 12月15日，皓元医药在互动平台回答投资者提问时表示，公司工具化合物业务处于优势 地位并具备较强的国际影响力。在此基础之上，公司重组蛋白等生物试剂业务目前共享工具化合物的成 熟销售平台与渠道资源，以实现高效的资源整合与市场协同。在财务披露层面，该部分业务与工具化合 物业务合并，作为"工具化合物和生化试剂"板块进行业绩呈现。公司持续加大在生物试剂领域的研发与 布局，截至2025年第三季度末，已累计开发包括重组蛋白、抗体、酶等在内的各类生物大分子产品超过 23000种，产品矩阵不断丰富。 ...

Core Viewpoint - Kailaiying's subsidiary, Kailaiying Biotech, has officially launched its commercial production base in Shanghai Fengxian, marking a significant upgrade in the biopharmaceutical CDMO sector [1] Group 1: Company Developments - Kailaiying's stock rose nearly 3%, currently trading at 79.65 HKD with a transaction volume of 15.5175 million HKD [1] - The Fengxian base is the third major commercial production facility following the Jinshan base and Zhangjiang Science and Technology Center, aimed at accelerating clients' commercial production [1] Group 2: Facility Specifications - The Fengxian base has a planned total construction area of over 130,000 square meters, focusing on ADCs and other biopharmaceuticals [1] - The antibody commercial production capacity (Phase I A) utilizes advanced automation systems and production equipment, featuring 200L/500L/2000L single-use bioreactor production lines and a 20㎡ freeze-dryer [1] - The NDCs commercial production capacity (Phase I B) is expected to commence in January 2026, equipped with 100L-200L-500L conjugation reactors and multiple freeze-dryers [1]

Core Viewpoint - Kailaiying's subsidiary, Kailaiying Biotech, has officially launched its commercial production base in Shanghai Fengxian, marking a significant upgrade in the biopharmaceutical CDMO sector [1] Group 1: Company Developments - The Fengxian base is the third major commercial production facility following the Jinshan base and Zhangjiang Science and Technology Center, aimed at accelerating clients' commercial production [1] - The total planned construction area of the Fengxian base exceeds 130,000 square meters, focusing on biopharmaceuticals such as ADCs, antibody/TCEs, and recombinant proteins [1] Group 2: Production Capacity - The antibody commercial production capacity (Phase I A) utilizes advanced automation systems and production equipment, featuring production lines with 200L/500L/2000L single-use bioreactors and a 20㎡ freeze-dryer, capable of handling IND and late-stage commercial projects [1] - The NDCs commercial production capacity (Phase I B) is expected to commence in January 2026, equipped with 100L-200L-500L conjugation reactors and multiple freeze-dryers, designed to flexibly meet client production needs [1]

Core Insights - The company reported strong financial performance for Q3 2025, with revenue and net profit exceeding expectations, indicating robust growth in its core business [1][2] Financial Performance - For the first three quarters of 2025, the company achieved revenue of 613 million yuan, a year-on-year increase of 32.26%, and a net profit attributable to shareholders of 132 million yuan, up 58.61% [1] - In Q3 2025 alone, revenue reached 226 million yuan, reflecting a 37.50% year-on-year growth and a 12.32% quarter-on-quarter increase [2] - The net profit for Q3 was 48.62 million yuan, marking an 81.46% year-on-year increase, while the non-recurring net profit was 48.51 million yuan, up 87.68% [1][2] Business Demand and Growth Drivers - The demand for innovative drugs and related services has been recovering, particularly in the domestic market, contributing to the company's performance [2] - The growth in demand for bioreagents such as recombinant proteins and antibodies has created more business opportunities for the company [2] Profitability and Cost Management - The company's gross margin remained stable at 91.23%, while the net profit margin improved to 21.48%, an increase of 4.43% year-on-year [2] - The company successfully reduced its sales, management, and R&D expense ratios, which were 28.90%, 14.69%, and 22.10% respectively, showing a decrease compared to the previous year [2] Strategic Initiatives - The company plans to initiate preparations for a listing in Hong Kong, aiming to leverage the capital market for global resource access and enhance its recognition in the global biopharmaceutical industry [3] - This move is expected to support future overseas capacity expansion, technology acquisition, and cross-border mergers and acquisitions [3] Investment Outlook - Based on the strong Q3 performance, the company is projected to achieve net profits of 180 million yuan, 280 million yuan, and 370 million yuan for 2025, 2026, and 2027 respectively, with year-on-year growth rates of 47.2%, 53.6%, and 31.5% [3] - The estimated earnings per share (EPS) for the same years are 1.09 yuan, 1.67 yuan, and 2.19 yuan, with corresponding price-to-earnings (PE) ratios of 55, 36, and 27 [3]