FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 上海復星醫藥(集團)股份有限公司 ( 於中華人民共和國註冊成立的股份有限公司) 呈交日期: 2025年11月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | | 股份類別 | H | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02196 | 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 540,971,500 | | 10,969,000 | | 551,940,500 | | 增加 / 減少 (-) | | | | 0 | | 0 | | | | 本月底結存 | | | | 540,971,500 | | 10,969,000 | | 55 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 上海復星醫藥(集團)股份有限公司 ( 於中華人民共和國註冊成立的股份有限公司) 呈交日期: 2025年11月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02196 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 551,940,500 | RMB | | 1 RMB | | 551,940,500 | | 增加 / 減少 (-) | | | | 0 | | RMB | | 0 | | 本月底結存 | | | 551,940,500 | RMB | | 1 RMB | | 551,940,500 ...

Group 1 - Taifu Pump Industry has terminated the acquisition of 51% equity in Nanyang Huacheng [1] - Shareholder Fosun Pharma of Shanhe Pharmaceutical Auxiliary plans to reduce its stake by no more than 3% [1] - Several convertible bonds including Anji Convertible Bond, Longda Convertible Bond, and Oujing Convertible Bond will not undergo forced redemption [1][2] Group 2 - The following convertible bonds will not be adjusted: Oujing Convertible Bond, Longda Convertible Bond, and Tong 22 Convertible Bond [2] - New shares from Danna Biotechnology will be listed on the Beijing Stock Exchange [1] - North Mining Testing is also set to issue new shares on the Beijing Stock Exchange [1]

Core Viewpoint - The technology sector experienced significant declines, prompting a structural shift in market funds towards the innovative drug sector, which saw notable gains on the same day [1][3]. Group 1: Market Performance - The innovative drug sector rose by 3.91% amidst a downturn in the technology sector, successfully breaking through the 20-day moving average with increased trading volume, signaling positive market sentiment [3]. - The innovative drug sector had been in a downward trend since August but began to stabilize and form a bottom pattern in October [3]. Group 2: Multiple Sclerosis (MS) Market - The global market for MS drugs is projected to reach approximately $18.5 billion in 2024, with a significant portion of sales coming from third-generation products, particularly CD20 monoclonal antibodies [6]. - CD20 monoclonal antibodies are expected to account for over 60% of the MS drug sales in 2024, with the drug Ocrelizumab projected to generate sales of 7.64 billion yuan, reflecting a year-on-year growth of 7.4% [6]. Group 3: Chemical Pharmaceutical Industry - The global chemical pharmaceutical market grew from $1,038 billion in 2019 to $1,128 billion in 2023, with expectations to reach $1,156 billion in 2024 [10]. - In China, the chemical pharmaceutical market size was 883.9 billion yuan in 2022, with a year-on-year growth of 4.4%, projected to increase to 945 billion yuan by 2024 [10]. Group 4: Innovative Drug Sector Performance - In the first half of 2025, 21 A-share innovative drug companies reported revenues of 28.69 billion yuan, a year-on-year increase of 42%, while net losses narrowed significantly [11]. - The second quarter of 2025 saw these companies achieve revenues of 15.34 billion yuan, a 39% increase year-on-year, with net losses reduced by 97% [11][12]. Group 5: Future Outlook - Continued policy support for innovative drugs is expected to enhance performance, with an increase in product launches anticipated to drive revenue growth [15]. - The active business development (BD) transactions in the innovative drug sector in the first half of 2025 are expected to bolster the apparent performance of related companies [15].

Core Viewpoint - On October 31, six A-share listed companies disclosed their share reduction plans, with no companies announcing share increases on the same day [1]. Summary by Category Share Reduction Plans - Anke Zhidian: Shareholder Chen Xiaohui plans to reduce holdings by no more than 1% of the company's shares [2] - Shanhe Yaofu: Shareholder Fosun Pharma intends to reduce holdings by no more than 3.00% of shares [2] - Tuosida: Director and executive Huang Daibo plans to reduce holdings by no more than 0.95% of shares [2] - Saiwu Technology: Shareholder Dongyun Chuangtou plans to reduce holdings by no more than 1% of shares [2] - Dadi Xiong: Some directors and executives plan to collectively reduce holdings by no more than 0.75% of the company's shares [2] - Kanglongda: Shareholder Juyin Fund intends to reduce holdings by no more than 3.00% of shares [2]

Core Viewpoint - Shanghai Fosun Pharmaceutical Industry Development Co., Ltd. plans to reduce its stake in Shanhe Pharmaceutical (300452) by up to 6.9787 million shares, representing no more than 3% of the company's total share capital within 90 days after a 15 trading day period from the announcement date [1] Group 1 - Fosun Pharmaceutical currently holds 21.6453 million shares in Shanhe Pharmaceutical, accounting for 9.23% of the company's total share capital [1]

Group 1 - Shanghai Fosun Pharmaceutical Industry Development Co., Ltd. plans to reduce its stake in Shanhe Pharmaceutical Excipients Co., Ltd. by up to approximately 6.98 million shares, which is no more than 3% of the total share capital after deducting repurchased shares [1] - The reduction will occur within 90 days after a 15 trading day period following the announcement [1] - Shanhe Pharmaceutical Excipients' revenue composition for the year 2024 is expected to be 100% from the pharmaceutical manufacturing industry [1] Group 2 - As of the report, Shanhe Pharmaceutical Excipients has a market capitalization of 3.3 billion yuan [2]

Core Viewpoint - Shanghai Fosun Pharmaceutical Industry Development Co., Ltd. plans to reduce its stake in Shanhe Pharmaceutical Auxiliary Co., Ltd. by up to 6,978,729 shares, representing no more than 3% of the company's total share capital, excluding repurchased shares [1] Summary by Relevant Sections - **Share Reduction Plan** - The reduction will occur through centralized bidding and block trading methods within a period of 90 days starting from November 24, 2025, to February 21, 2026 [1] - **Share Capital Details** - The total shares to be reduced are calculated based on the company's total share capital, excluding 1,825,500 shares that have been repurchased [1]

Core Viewpoint - Shanghai Fosun Pharmaceutical Industry Development Co., Ltd., a shareholder holding 9.23% of Shanhe Pharmaceutical Auxiliary (300452.SZ), plans to reduce its stake by up to 6.9787 million shares, representing 3.00% of the company's total share capital, due to its own funding needs [1] Summary by Sections Shareholder Reduction Plan - The reduction will occur through centralized bidding and block trading methods within 90 days starting from 15 trading days after the announcement, specifically from November 24, 2025, to February 21, 2026 [1] - In any consecutive 90-day period, the block trading reduction will not exceed 2% of the company's total share capital (4.6525 million shares), while the centralized bidding reduction will not exceed 1% (2.3262 million shares) [1]

Core Viewpoint - Fosun Pharma will showcase its innovative pharmaceutical products and high-end medical devices at the 8th China International Import Expo, emphasizing its commitment to global innovation and collaboration in the healthcare sector [1]. Group 1: Company Innovations - Fosun Pharma will present a range of products focused on key therapeutic areas such as oncology, immune inflammation, central nervous system disorders, and kidney diseases, covering the entire spectrum from diagnosis to treatment [1]. - The highlight of Fosun Pharma's exhibition will be the Marie vertical particle therapy system, which represents a revolutionary advancement in tumor treatment, allowing for rapid deployment in existing medical spaces and offering various cutting-edge particle radiation therapy technologies [1]. Group 2: CAR-T Cell Therapy Developments - The first CAR-T cell therapy product in China, Yikaida (Acilutamide Injection), has improved accessibility and affordability, being included in over 110 provincial and municipal health insurance plans and more than 80 commercial insurance policies, with over 190 registered treatment centers and treatment of over 1,000 lymphoma patients [2]. - Fosun Pharma's second CAR-T product, Brexucabtagene Autoleucel Injection, has had its drug registration application accepted by the National Medical Products Administration, targeting relapsed or refractory precursor B-cell acute lymphoblastic leukemia in adult patients [2]. Group 3: Future Directions - Fosun Pharma aims to lead with technological innovation, deepen global operations, and promote localized innovation, contributing to the high-quality development of the pharmaceutical industry and supporting the "Healthy China 2030" initiative [3].