Core Viewpoint - The China Securities High-end Manufacturing 50 Index has shown a mixed performance, with a recent increase of 2.03% over the past month but a decline of 9.35% over the last three months and a year-to-date drop of 3.60% [2] Group 1: Index Performance - The China Securities High-end Manufacturing 50 Index is currently at 1354.87 points [1] - The index has experienced a 2.03% increase in the last month, a 9.35% decrease in the last three months, and a 3.60% decline year-to-date [2] Group 2: Index Composition - The index includes 50 representative listed companies from sectors such as information technology, communication equipment, power equipment, aerospace and defense, machinery manufacturing, healthcare, environmental protection, automotive and parts, and oil and gas extraction [2] - The top ten weighted companies in the index are: CATL (13.67%), BYD (6.87%), Hansoh Pharmaceutical (4.86%), SMIC (3.36%), WuXi AppTec (3.17%), Luxshare Precision (3.15%), Huichuan Technology (2.89%), BOE Technology (2.88%), Mindray (2.81%), and Northern Huachuang (2.79%) [2] Group 3: Market and Sector Breakdown - The Shenzhen Stock Exchange accounts for 54.16% of the index holdings, while the Shanghai Stock Exchange accounts for 45.84% [2] - The industry breakdown of the index holdings is as follows: industrials (38.50%), information technology (29.34%), consumer discretionary (15.48%), healthcare (13.00%), and communication services (3.68%) [2] Group 4: Index Adjustment Mechanism - The index samples are adjusted semi-annually, with adjustments implemented on the next trading day following the second Friday of June and December each year [3] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3]

Core Insights - The CRO (Contract Research Organization) and CDMO (Contract Development and Manufacturing Organization) sectors are crucial in advancing innovative drugs from laboratory to clinical application and large-scale production, with Chinese companies gaining significant market share due to enhanced technical capabilities and cost advantages [1][2]. Group 1: Strategic Opportunities in CXO - The CXO sector in China has experienced rapid growth over the past decade, evolving through four development stages, with a significant acceleration post-2015 due to increased demand for innovative drug development and the transfer of overseas industrial chains [2][3]. - The COVID-19 pandemic in 2020 catalyzed the upgrade of China's CXO industry, leading to a surge in participation in the global innovative drug supply chain [3]. Group 2: Growing Demand for Outsourcing in the Pharmaceutical Industry - The number of new drug registration clinical trials in China has been increasing annually, with a compound annual growth rate (CAGR) of 15% from 2019 to 2024, rising from 2,385 trials in 2019 to 4,884 in 2024 [4]. - The number of first-class new drugs listed in China has grown from 18 in 2020 to 49 in 2024, reflecting a CAGR of 28.4%, indicating a sustained upward trend in innovation capabilities [6]. Group 3: MAH System and Business Opportunities - The implementation of the MAH (Marketing Authorization Holder) system has separated drug production and marketing licenses, significantly boosting the CDMO market, with the number of B certificate enterprises increasing from 140 in 2021 to 1,349 by the end of 2024, a growth rate of 23% [10]. Group 4: Market Growth Rates - China's CRO market is projected to grow at a CAGR of 20.4%, increasing from 388 billion RMB in 2018 to 1,183 billion RMB in 2024, with expectations to reach 1,923 billion RMB by 2027 [12][14]. - The CDMO market in China is expected to grow at a CAGR of 37.8%, from 132 billion RMB in 2017 to 1,246 billion RMB in 2024, with projections to reach 3,559 billion RMB by 2030 [16][18]. Group 5: Rankings of CRO and CDMO Companies - The 2024 rankings of Chinese CRO companies include top-tier firms such as WuXi Biologics, Kanglong Chemical, and Tigermed, while the second tier features companies like Yino Science and Kingsray Biotech [22]. - The leading CDMO companies in 2024 include WuXi AppTec, Kelun Pharmaceutical, and WuXi Biologics, with a second tier comprising companies like Notch Biotech and Haier Pharmaceutical [24]. Group 6: Conclusion - Chinese CRO and CDMO companies have established comprehensive service capabilities across the pharmaceutical industry chain, transitioning from "Chinese service providers" to "global innovation partners," with a focus on technological innovation and compliance [26][27].

FF305 公司名稱： 無錫藥明康德新藥開發股份有限公司 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 呈交日期： 2025年5月27日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 說明 | 於上海證券交易所上市 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 ...

翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 FF305 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 說明 | 於上海證券交易所上市 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) ...

Core Viewpoint - The Hong Kong biopharmaceutical sector is experiencing a strong performance, with notable gains in several companies' stock prices [1] Company Performance - Zai Lab (09688.HK) saw an increase of nearly 3% in its stock price [1] - WuXi Biologics (02269.HK) experienced a rise of nearly 2% [1] - Other companies such as WuXi AppTec (02359.HK) and Rongchang Biologics (09995.HK) also followed with upward trends in their stock prices [1]

Core Points - The China Securities Index of Jiangyin Wealth Management in the Yangtze River Delta has shown a decline of 0.5%, closing at 2231.45 points with a trading volume of 44.851 billion yuan [1] - Over the past month, the index has increased by 2.19%, but it has decreased by 5.87% over the last three months and by 3.02% year-to-date [1] Index Composition - The index includes 40 representative listed companies from strategic emerging industries and 60 from non-strategic emerging industries, focusing on companies with large market capitalization, high revenue, and strong R&D investment [1] - The top ten weighted stocks in the index are: Dongfang Caifu (7.95%), Hengrui Medicine (5.73%), Hikvision (4.1%), Weir Shares (3.71%), WuXi AppTec (3.71%), iFlytek (3.48%), SAIC Motor (3.11%), Lanke Technology (2.93%), Jianghuai Automobile (2.91%), and Bank of Communications (2.7%) [1] Market and Sector Breakdown - The Shanghai Stock Exchange accounts for 66.52% of the index, while the Shenzhen Stock Exchange accounts for 33.48% [2] - Sector allocations within the index include: Information Technology (27.60%), Financials (19.93%), Industrials (17.64%), Healthcare (13.46%), Materials (10.54%), Consumer Discretionary (7.97%), Communication Services (1.71%), Energy (0.71%), and Real Estate (0.44%) [2] Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Each adjustment typically does not exceed 20% of the sample, and weight factors are adjusted accordingly [2]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 無錫藥明康德新藥開發股份有限公司 呈交日期： 2025年5月26日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 | 否 | | | | 證券代號 (如上市) | | 說明 | | 於上海證券交易所上市 | | | | | | | A. 已發行股份或庫存股份變動 | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | | 事件 | | | 佔有 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 無錫藥明康德新藥開發股份有限公司 呈交日期： 2025年5月26日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 | 否 | | | | 證券代號 (如上市) | | 說明 | | 於上海證券交易所上市 | | | | | | | A. 已發行股份或庫存股份變動 | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | | 事件 | | | 佔有 ...

药明康德发布公告称，其参股公司江苏汉邦科技股份有限公司于2025年5月16日在上海证券交易所上 市。药明康德间接持有汉邦科技5313131股，占其首次公开发行完成后总股本的6.04%。根据《企业会 计准则第22号—金融工具确认和计量》，该项投资被划分为"以公允价值计量且其变动计入当期损益的 金融资产"。截至公告日，该项投资的公允价值占公司2024年度经审计归属于上市公司股东的净资产比 例小于0.5%，且对2025年度当期利润无重大影响。未来公司对本项投资的会计处理方法预计不会发生 重大变化。受股票二级市场价格波动影响，本项投资的公允价值也会相应变动，对业绩造成的影响存在 不确定性。敬请投资者注意投资风险。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 股本股东变化 药明康德在2025年4月18日至5月22日期间进行了多次股份回购，具体如下：- 4月18日回购379,300股， 每股购回价52.75元人民币；- 4月21日回购374,000股，每股购回价53.5元人民币；- 4月22日回购367,500 股，每股购回价54.45元人 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因 倚賴該等內容而引致之任何損失承擔任何責任。 本公告僅供參考，並非收購、購買或認購證券的邀請或要約，亦非邀請訂立協議進行收購、 購買或認購，且不可視為邀請提出收購、購買或認購任何證券的建議。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2359） 500,000,000美元於2025年到期之零息有擔保可轉換債券 轉換價調整 （股份代號：5265） 茲提述(i)無錫藥明康德新藥開發股份有限公司（「本公司」）日期為2024年10月8 日及2024年10月21日有關（其中包括）發行500,000,000美元於2025年到期之零息 有擔保可轉換債券（「債券」）的公告；(ii)本公司日期為2025年3月26日的通函（「通 函」）及本公司日期為2025年4月29日的投票結果公告（「投票結果公告」)，內容 有關（其中包括）2024年利潤分配及2025年特別股息分派；及(iii)本公司日期為 2025年5月6日有關根據2024年利潤分配及2025年特別股 ...