证券之星消息，2月11日AI医疗板块较上一交易日下跌0.66%，仟源医药领跌。当日上证指数报收于 4131.98，上涨0.09%。深证成指报收于14160.93，下跌0.35%。AI医疗板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300254 | 仟源医药 | 11.44 | -4.67% | 20.98万 | 2.43亿 | | 300639 | 凯普生物 | 7.02 | -4.23% | 48.49万 | 3.46 Z | | 688658 | 倪康药业 | 21.80 | -4.18% | 7.73万 | 1.71亿 | | 688513 | 苑东生物 | 67.50 | -3.57% | 1.46万 | 9949.62万 | | 300244 | 迪安诊断 | 24.03 | -3.53% | 30.24万 | 7.39 Z | | 300049 | 福瑞医科 | 66.44 | -3.39% | 4.51万 | 3.03亿 | | 300016 | 北陆药业 ...

【华鑫医药|行业周报】原料药供给节奏变化加速 投资要点：1.原料药供给变化加速，关注后续量价变化；2.全球GLP-1格局持续变化，中国企业出海之路仍在继 续；3.头部企业逐步布局小核酸领域，市场进程加速有望带动配套产业链发展；4.药品零售市场2025年Q4向好， 连锁药店定位提升；5.重视口服自免药物的市值价值 关注原料药周期触底反转的品种，推荐【川宁生物】，关注【联邦制药】、【国邦医药】、【普洛药业】，合成 生物学赋能，关注【富祥药业】、【金城医药】。 CXO订单趋势向好，安评订单价格上涨，关注【益诺思】、【昭衍新药】，推荐【维亚生物】、【普蕊斯】。 小核酸持续突破，关注中国企业对外授权持续进展，推荐【悦康医药】、【阳光诺和】，关注【瑞博生物】、 【前沿生物】、【迈威生物】，推荐小核酸上游配套产业链公司，关注【奥锐特】、【东富龙】、【凯莱英】、 【蓝晓科技】。 自免领域，关注口服方向以及UC/IBD等难治领域的突破，推荐【亚虹医药】，【益方生物】，关注【荃信生 物】、【诺诚健华】。 【华鑫医药|行业周报】原料药供给节奏变化加速 投资要点：1.原料药供给变化加速，关注后续量价变化；2.全球GLP-1格局持续变 ...

Market Overview - The corn concept sector declined by 0.14%, ranking among the top losers in the market, with *ST Wanfang hitting the limit down, while COFCO Technology, Xiamen Xiangyu, and Beidahuang also saw significant declines [1] - In contrast, 15 stocks within the sector experienced price increases, with Fucheng Co., Chuaning Bio, and Yasheng Group leading the gains at 2.40%, 1.97%, and 1.67% respectively [1] Sector Performance - The top-performing concept sectors included BC batteries (+8.56%), perovskite batteries (+8.24%), and TOPCON batteries (+7.39%), while the soybean sector fell by 0.10% [1] - The corn sector saw a net outflow of 0.96 billion yuan, with 16 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 10 million yuan [1] Fund Flow Analysis - Beidahuang led the net outflow with 28.21 million yuan, followed by Shennong Seed Industry and Yuntu Holdings with outflows of 23.43 million yuan and 22.67 million yuan respectively [1] - Conversely, the stocks with the highest net inflows included Xinghuo Technology, Fucheng Co., and Jinjian Rice Industry, with inflows of 18.68 million yuan, 12.25 million yuan, and 12.10 million yuan respectively [1][2] Individual Stock Performance - Beidahuang's stock price decreased by 1.52% with a turnover rate of 1.64% and a net outflow of 28.21 million yuan [1] - COFCO Technology and *ST Wanfang also saw declines of 2.59% and 5.09% respectively, with net outflows of 5.94 million yuan and 5.90 million yuan [2] - On the other hand, stocks like Fucheng Co. and Xinghuo Technology showed positive performance with gains of 2.40% and 1.36% respectively, alongside significant net inflows [2]

Core Insights - The article emphasizes the rising importance of biomanufacturing as a strategic and innovative sector, which is seen as a new growth point that can help optimize industrial structures and transform economic models [1]. Group 1: Current State and Trends - The "2025 China Synthetic Biomanufacturing Industry Development White Paper" was officially released on August 1, highlighting the current status and trends in biomanufacturing [1]. - The report analyzes the global biomanufacturing industry, including key platform facilities and a comparative study of the US and China in this field [5]. Group 2: Policy Landscape - The white paper discusses major policies affecting biomanufacturing both domestically and internationally for the years 2024-2025 [5]. Group 3: Industry Map and Applications - It provides a comprehensive map of the Chinese biomanufacturing industry and analyzes the industry chain along with key application directions, including biomanufacturing in pharmaceuticals, food, personal care, agriculture, chemicals, materials, and energy [5]. Group 4: Key Enterprises - The report identifies ten leading enterprises in the Chinese biomanufacturing sector, detailing their contributions and roles within the industry [5][6]. Group 5: Company Strategies - It outlines the synthetic biology strategies of 15 listed companies, summarizing their development approaches and corresponding popular products [5][6]. Group 6: Investment and Challenges - The white paper reviews the investment and financing situation in domestic synthetic biology from 2024 to mid-2025 and discusses the challenges faced by the biomanufacturing industry in China, along with proposed countermeasures [5][6].

Group 1 - The core point of the news is that Chuaning Bio experienced a decline of 5.05% in its stock price, reaching 11.29 yuan per share, with a trading volume of 448 million yuan and a turnover rate of 6.33%, resulting in a total market capitalization of 25.178 billion yuan [1] - Chuaning Bio, established on December 10, 2010, and listed on December 27, 2022, is located in the Yili Kazakh Autonomous Prefecture of Xinjiang and focuses on the research and industrialization of biological fermentation technology. The main business revenue composition is 92.81% from pharmaceutical intermediates and 7.19% from other sources [1] Group 2 - From the perspective of major fund holdings, one fund under Qianhai Kaiyuan holds a significant position in Chuaning Bio. The Qianhai Kaiyuan Hong Kong-Shenzhen Innovation Growth Mixed A Fund (002666) held 340,700 shares in the third quarter, accounting for 1.02% of the fund's net value, ranking as the seventh largest holding. The estimated floating loss today is approximately 204,400 yuan [2] - The Qianhai Kaiyuan Hong Kong-Shenzhen Innovation Growth Mixed A Fund (002666) was established on June 24, 2016, with a current scale of 270 million yuan. Year-to-date returns are 0.33%, ranking 8095 out of 8840 in its category; the one-year return is 13.67%, ranking 5997 out of 8094; and the cumulative return since inception is 62.27% [2]

Market Overview - The Shanghai Composite Index is at 4164.11 points, slightly above the six-month moving average, with a change of -0.03% [1] - The total trading volume of A-shares today is 185.05 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 168 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Nearshore Protein (近岸蛋白) with a deviation rate of 19.69% and a price increase of 19.99% [1] - Erkang Pharmaceutical (尔康制药) with a deviation rate of 17.97% and a price increase of 19.14% [1] - Wanbang Pharmaceutical (万邦医药) with a deviation rate of 12.41% and a price increase of 12.85% [1] Stocks with Smaller Deviation Rates - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Bo Wen Technology (博闻科技) with a deviation rate just above the average [1] - Jilin Expressway (吉林高速) and Teda Investment (泰达股份) also show minor deviations [1] Additional Notable Stocks - Other stocks with notable performance include: - Deer Medical (鹿得医疗) with a price increase of 13.63% and a deviation rate of 11.86% [1] - Chuaning Biological (川宁生物) with a price increase of 12.84% and a deviation rate of 10.67% [1] - New Zhi Biological (新芝生物) with a price increase of 14.33% and a deviation rate of 10.66% [1]

格隆汇1月12日丨川宁生物(301301.SZ)在投资者互动平台表示，公司海外销售以抗生素中间体产品为 主，大部分出口地集中于印度和香港 。 ...

Meeting Overview - The 2026 First Extraordinary General Meeting of Shareholders was convened by the company's board of directors on January 9, 2026 [1][2] - The meeting was held both in-person and via online voting, with specific time slots designated for each method [2] Attendance Details - A total of 527 shareholders and their proxies attended the meeting, representing 1,687,702,885 shares with voting rights, accounting for 75.6789% of the total [3] - Among them, 7 shareholders attended in person, representing 1,672,731,019 shares (75.0075%), while 520 participated via online voting, representing 14,971,866 shares (0.6714%) [3][5] - 525 minority shareholders and their proxies attended, representing 77,815,242 shares (3.4893%) [4] Proposal Voting Results - All proposals were passed by ordinary resolutions, receiving more than half of the valid voting rights from attending shareholders [7] - Proposal 1.00 was voted on with the related shareholders, Sichuan Kelun Pharmaceutical Co., Ltd. and Chengdu Kelun Ninghui Enterprise Management Partnership, abstaining from the vote, which accounted for 1,609,887,643 shares [7] Legal Opinion - The legal opinion provided by Beijing Zhonglun (Chengdu) Law Firm confirmed that the meeting's convening and procedures complied with relevant laws and regulations [9] Documentation - The resolutions from the 2026 First Extraordinary General Meeting of Shareholders and the legal opinion letter are available for review [10]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301301 证券简称：川宁生物 公告编号：2026-001 伊犁川宁生物技术股份有限公司 2026年第一次临时股东会决议公告 本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。 特别提示： 1、本次股东会未出现否决议案的情形。 2、本次股东会不涉及变更以往股东会已通过的决议。 3、本公告中百分比例均保留4位小数，若其各分项数值之和与合计数值存在尾差，均为四舍五入原因造 成。 一、会议召开和出席情况 （一）召开情况 1、股东会届次：2026年第一次临时股东会 2、股东会的召集人：公司董事会 3、股东会的主持人：董事长刘革新先生 4、会议召开时间： （1）现场会议召开时间：2026年1月9日15:00 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为：2026年1月9日9:15- 9:25、9:30-11:30和13:00-15:00期间任意时间；通过深圳证券交易所互联网投票系统投票的具体时间为 2026年1月9日9:15-15:00期间任意时间。 5、现场会议召开地点：新疆伊犁哈萨克 ...

Group 1 - The company announced the approval of two proposals at the first extraordinary general meeting of shareholders for 2026, including the expected daily related transactions for the year and the allocation of surplus fundraising for other investment projects [1] - The proposals indicate the company's strategic direction for managing its fundraising and investment activities [1] - The approval reflects the company's ongoing commitment to transparency and governance in its financial dealings [1]