（文章来源：证券日报） 证券日报网讯 2月4日，博腾股份在互动平台回答投资者提问时表示，公司自2017年起每年发布《社会 责任报告》，并于2024年发布公司首份ESG报告，定期与利益相关方沟通公司在环境、社会及治理方面 的目标、管理举措、进展。2023年，公司搭建了"治理层-管理层-执行层"自上而下的ESG治理架构，为 ESG工作从战略的顶层设计到执行落地提供机构保障。同时，公司从责任划定、组织能力建设、激励考 核机制建设等着手，确保目标设定到落地执行的贯彻落实。2025年，公司长寿工厂获得EcoVadis金牌。 未来，公司将继续以ESG作为管理风险和机遇的重要抓手，促进公司可持续高质量发展。 ...

（文章来源：证券日报） 证券日报网讯 2月4日，博腾股份在互动平台回答投资者提问时表示，截至2026年1月30日收盘，公司股 东总户数（合并普通账户和融资融券信用账户）为42392户。 ...

Investment Rating - The investment rating for the healthcare industry is "Positive" and maintained [14] Core Insights - The funding levels for Chinese innovative pharmaceutical companies are increasing, leading to a gradual improvement in the research and development (R&D) investment sentiment within the industry. This is expected to usher in a new cycle of prosperity for the innovative drug industry chain [5][12] - The trend of external business development (BD) is likely to benefit the domestic early-stage research industry significantly, as new business models allow early-stage projects to become tradable and monetizable assets, enhancing R&D investment returns [13] Summary by Sections Innovative Chain Development Review - Before 2020, multiple factors converged to initiate a significant rise in China's innovative drug sector, leading to the rapid development of the innovative chain, including CXO and life sciences services [10][30] - From 2020 to the first half of 2022, the global public health crisis accelerated capital inflow into the biopharmaceutical sector, resulting in high demand and a leap in the innovative chain segment, which also triggered a wave of IPOs and substantial supply-side expansion [10][39] - The second half of 2022 to 2024 saw a transition from a heated to a cooling phase, with a significant shift in supply-demand dynamics leading to industry internal competition and pressure on revenues and profit margins [10][54][57] Improvement in R&D Investment Sentiment - Starting from 2025, the R&D investment sentiment in China's innovative drug sector is expected to improve, with companies experiencing increased funding levels. The total amount raised through IPOs and additional offerings in 2025 is projected to reach 201.5 billion yuan, a 145% year-on-year increase [11][62] - The potential milestone payments from external BD are expected to reach 880.5 billion yuan in 2025, marking a 185.9% year-on-year increase, indicating a robust funding environment for innovative drug companies [11] Benefits to Early-stage Research Industry - The new external BD business model enhances the R&D investment return rates for Chinese innovative drug companies, thereby increasing their willingness to invest in R&D [11][13] - The early-stage research industry, including drug discovery CROs and clinical trial services, is expected to benefit significantly from the external BD trend, with leading companies in these segments poised for rapid growth [13]

（记者 王晓波） 每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 每经AI快讯，博腾股份2月2日晚间发布公告称，公司第六届第六次董事会临时会议于2026年2月2日以 通讯方式召开。会议审议了《关于与关联方形成共同投资暨关联交易的议案》等文件。 ...

股票代码：300363 股票简称：博腾股份 公告编号：2026-004 号 重庆博腾制药科技股份有限公司 关于与关联方形成共同投资暨关联交易的公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、交易概述 重庆博腾制药科技股份有限公司（以下简称"公司"）全资子公司重庆博腾 生物医学研究院有限公司（以下简称"博腾生物研究院"）持有苏州博腾生物制 药有限公司（以下简称"苏州博腾"）42.7818%股权，苏州博航生物技术中心（有 限合伙）（以下简称"苏州博航"）持有苏州博腾 0.0888%股权。苏州博航的执行 事务合伙人苏州博晖生物科技有限责任公司（以下简称"苏州博晖"）拟将其持 有的苏州博航 47.3683%份额（对应 44.9999 万元出资额）转让给陈晖先生。本次 转让完成后，陈晖先生将作为苏州博航的有限合伙人，间接投资苏州博腾。 陈晖先生系公司副总经理、首席财务官，根据《深圳证券交易所创业板股票 上市规则》等相关规定，陈晖先生系公司关联自然人，本次陈晖先生单方面受让 苏州博航财产份额后，将与公司形成关联方共同投资关系。 公司于 2026 年 2 月 2 日 ...

住所：应城市长江埠发展大道 1 号 股票代码：300363 股票简称：博腾股份 公告编号：2026-005 号 重庆博腾制药科技股份有限公司 关于全资子公司完成工商变更登记的公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 为统一"博腾"对外的品牌形象，同时加强重庆博腾制药科技股份有限公司 （以下简称"公司"）对下属子公司的集中管理，更好地推进业务发展，公司决 定将全资子公司湖北宇阳药业有限公司更名为湖北博腾药业有限公司。 近日，该全资子公司已完成工商变更登记手续，并收到应城市市场监督管理 局核发的《营业执照》，具体信息如下： 统一社会信用代码：91420981084900531J 名称：湖北博腾药业有限公司 类型：有限责任公司（自然人投资或控股的法人独资） 法定代表人：白银春 注册资本：3,120 万元整 成立日期：2013 年 11 月 29 日 经营范围：许可项目：药品生产，药品委托生产，药品进出口，危险化学品 生产。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营 项目以相关部门批准文件或许可证件为准） 一般项目：基础化学原料制造（不 ...

股票代码：300363 股票简称：博腾股份 公告编号：2026-003 号 重庆博腾制药科技股份有限公司 第六届董事会第六次临时会议决议公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 会议召开符合《公司法》及《公司章程》的规定，所作决议合法有效。 一、会议审议情况 会议在保证所有董事充分发表意见的前提下，以投票表决方式通过以下议案： （一）审议通过《关于与关联方形成共同投资暨关联交易的议案》。 同意苏州博航生物技术中心（有限合伙）（以下简称"苏州博航"）的执行 事务合伙人苏州博晖生物科技有限责任公司将其持有的苏州博航 47.3683%份额 （对应 44.9999 万元出资额）转让给公司副总经理、首席财务官陈晖先生。本次 转让完成后，陈晖先生将作为苏州博航的有限合伙人，间接投资公司二级控股子 公司苏州博腾生物制药有限公司，与公司形成关联方共同投资关系。具体内容请 见公司同日于巨潮资讯网（www.cninfo.com.cn）发布的《关于与关联方形成共 同投资暨关联交易的公告》（公告编号：2026-004 号）。 本议案已经公司第六届董事会独立董事专门委员会第二 ...

（文章来源：证券日报） 证券日报网讯 1月27日，博腾股份在互动平台回答投资者提问时表示，2025年度，公司坚定围绕"收入 重新恢复增长，逐步实现扭亏为盈"的重要经营目标，持续加强业务拓展，提升经营大盘系统管理水 平。根据公司发布的年度业绩预告，公司预计2025年实现营业收入33.5亿元-35亿元，同比增长 11%-16%；实现归属于上市公司股东的净利润8000万元-10500万元，实现扭亏为盈。公司的项目交付主 要受客户订单目标及排产等因素影响，可能存在季度间的波动。同理，公司的净利润受产品结构、费用 等因素影响，可能存在季度间的波动。目前业绩预告主要根据财务部初步核算得出，具体的数据请以公 司发布的2025年度报告为准。 ...

Core Viewpoint - The report highlights the significant growth and development of China's Contract Research Organization (CRO) industry, driven by a comprehensive policy framework and regulatory reforms that enhance innovation and operational efficiency in the pharmaceutical sector [1][3][9]. Group 1: Industry Overview - The main listed companies in China's CRO industry include WuXi AppTec (603259.SH), Kanglong Chemical (300759.SZ), Tigermed (300347.SZ), Kelaiying (002821.SZ), Zhaoyan New Drug (603127.SH), Jiuzhou Pharmaceutical (603456.SH), Haoyuan Pharmaceutical (688131.SH), Boteng Co., Ltd. (300363.SZ), Chengdu XianDao (688222.SH), and Yaoshi Technology (300725.SZ) [1]. - The CRO industry is recognized as a strategic emerging industry that supports pharmaceutical innovation, transitioning China from a major pharmaceutical market to a strong one [1]. Group 2: Policy Framework - The policy framework for the CRO industry is centered around the National Medical Products Administration (NMPA) and includes collaboration with other regulatory bodies such as the National Health Commission (NHC) and the Drug Administration (CDR) [3]. - Key regulatory measures include the Marketing Authorization Holder (MAH) system, implicit licensing for clinical trials, Good Laboratory Practice (GLP) and Good Clinical Practice (GCP) certifications, and priority review and approval processes [3]. Group 3: Industry Support Policies - National policies provide financial support through initiatives like the "Major New Drug Creation" program, tax reductions for high-tech enterprises, and increased deductions for R&D expenses, which lower operational costs for the industry [6]. - Local governments implement differentiated policies that align with regional industrial characteristics, including subsidies for innovative drug development and funding for CRO platform construction [6]. Group 4: Drug Review Reforms - Recent reforms in drug review processes have significantly improved approval efficiency, reducing the average clinical trial review time from 420 days to 30 days in pilot areas, and addressing a backlog of 22,000 cases [9][12]. - The definition of new drugs has shifted from "China New" to "Global New," aligning with international standards and enhancing the quality of innovation [12]. Group 5: Future Trends - The future of the CRO industry in China is expected to be driven by a robust policy framework, with trends including deeper collaboration in service models, increased application of AI and digital platforms, and a focus on specialized market segments [13]. - The competitive landscape is anticipated to evolve with the rise of domestic leaders and accelerated internationalization, benefiting from improved mechanisms for mutual recognition of clinical trial data [13].

Group 1: Market Overview - The three major indices closed higher, with the overall market sentiment improving as previous hot themes rebounded [9] - The Shanghai Composite Index rose by 0.14% to close at 4122.58, while the ChiNext Index increased by 1.01% to 3328.65 [9][10] - The trading volume across the market reached approximately 27,164.05 billion, an increase of 926.58 billion from the previous trading day [10] Group 2: Economic Insights - The first batch of 936 billion yuan in ultra-long-term special government bonds has been allocated to support equipment renewal across various sectors, expected to drive total investment exceeding 460 billion yuan [18] - The People's Bank of China conducted a 2102 billion yuan reverse repurchase operation with a fixed rate of 1.40%, resulting in a net injection of 309 billion yuan [20] Group 3: Industry Dynamics - The International Energy Agency has raised its forecast for global oil demand growth in 2026 to an average increase of 930,000 barrels per day, up from a previous estimate of 860,000 barrels [29] - The China Chain Store and Franchise Association reported that 59.8% of surveyed chain restaurant enterprises expect an increase in the number of stores in 2025, primarily driven by large enterprises [31] - The output of negative electrode materials in China is projected to reach 2.922 million tons in 2025, marking a year-on-year growth of 38.1% [35] Group 4: Company Updates - Daikin Heavy Industries (002487.SZ) anticipates a net profit of 1.05 to 1.2 billion yuan for 2025, representing a year-on-year increase of 121.58% to 153.23% [45] - Boteng Co., Ltd. (300363.SZ) expects its revenue for 2025 to be between 3.35 to 3.5 billion yuan, with a growth rate of 11% to 16% [47] - Founder Technology (600601.SH) forecasts a net profit of 430 to 510 million yuan for 2025, indicating a growth of 67.06% to 98.14% year-on-year [48]