绿竹生物-B(02480)发布公告，集团核心产品LZ901与重组糖蛋白E(gE)亚单位疫苗HZ/su疫苗(Shingrix)进 行头对头比较的一项随机、主动对照及非劣效性试验，在50岁及以上成人中获得了积极的免疫原性和安 全性数据。该研究招募了301名50岁或以上健康成人，其中至少291名健康成人接种了两剂LZ901或 HZ/su疫苗。研究结果显示，与HZ/su疫苗相比，LZ901在50岁或以上成人中诱导出更优的细胞免疫原性 和表现出更佳的安全性。 LZ901是集团自主开发的重组带状疱疹疫苗，并且是集团的核心产品，旨在预防年龄为40岁及以上成人 带状疱疹及带状疱疹引致的相关并发症的发生(包括带状疱疹后遗神经痛)。截至本公告日期，LZ901的 生物制品许可申请已获中华人民共和国国家药品监督管理局受理，目前正在评审中。 ...

LZ901是集团自主开发的重组带状疱疹疫苗，并且是集团的核心产品，旨在预防年龄为40岁及以上成人 带状疱疹及带状疱疹引致的相关并发症的发生(包括带状疱疹后遗神经痛)。截至本公告日期，LZ901的 生物制品许可申请已获中国国家药品监督管理局受理，目前正在评审中。 格隆汇8月18日丨绿竹生物-B(02480.HK)发布公告，集团核心产品LZ901与重组糖蛋白E(gE)亚单位疫苗 HZ/su疫苗(Shingrix®)进行头对头比较的一项随机、主动对照及非劣效性试验，在50岁及以上成人中获 得了积极的免疫原性和安全性数据。该研究招募了301名50岁或以上健康成人，其中至少291名健康成人 接种了两剂LZ901或HZ/su疫苗。研究结果显示，与HZ/su疫苗相比，LZ901在50岁或以上成人中诱导出 更优的细胞免疫原性和表现出更佳的安全性。 ...

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的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不會就因本公告全部或任何部分內容而產生或因 依賴該等內容而引致的任何損失承擔任何責任。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2480） 自願性公告 LZ901頭對頭比較研究的積極臨床數據 本公告乃由北京綠竹生物技術股份有限公司（「本公司」，連同其附屬公司統稱為 「本集團」）自願作出，以告知本公司股東及潛在投資者本集團的最新業務發展。 本公司董事（「董事」）會（「董事會」）欣然宣佈，本集團核心產品LZ901與重組糖 蛋白E(gE)亞單位疫苗HZ/su疫苗(Shingrix®)進行頭對頭比較的一項隨機、主動對 照及非劣效性試驗，在50歲及以上成人中獲得了積極的免疫原性和安全性數據。 該研究招募了301名50歲或以上健康成人，其中至少291名健康成人接種了兩劑 LZ901或HZ/su疫苗。研究結果顯示，與HZ/su疫苗相比，LZ901在50歲或以上成 人中誘導出更優的細胞免疫原性和表現出更佳的安全性。 LZ901頭對頭比較研究的關鍵結果概述如下： 免疫原性結果 安全性及反應 ...

北京綠竹生物技術股份有限公司（「本公司」及其附屬公司「本集團」）董事（「董 事」）會（「董事會」）謹此宣佈，本公司將於二零二五年八月二十六日（星期二）舉 行董事會會議，以（其中包括）考慮及批准本公司及其附屬公司截至二零二五年六 月三十日止六個月的未經審核綜合中期業績以及考慮派發中期股息（如有）之建 議。 承董事會命 北京綠竹生物技術股份有限公司 主席兼執行董事 孔健先生 中國北京，二零二五年八月十四日 於本公告日期，董事會包括執行董事孔健先生、蔣先敏女士及張琰平女士；非執 行董事馬驫先生及孔雙泉先生；以及獨立非執行董事侯愛軍女士、梁偉業先生及 梁冶矢先生。 北京綠竹生物技術股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2480） 董事會會議日期 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的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Beijing Luzhu Biotechnology Co., Ltd. ...

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7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: 北京綠竹生物技術股份有限公司 呈交日期: 2025年8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) | 02480 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 202,449,032 | RMB | | 1 RMB | | 202,449,032 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 202,449,032 | RMB | | 1 RMB | | 202,449,032 | 本月底法定/註冊股本總額： RMB 202,449,032 備註： ...

Core Viewpoint - The Hong Kong stock market is experiencing a surge in share buybacks amid increasing market volatility, with 22 companies repurchasing a total of 16.22 million shares worth 31.93 million HKD on July 17 [1][3]. Group 1: Company Buyback Activities - Green Bamboo Bio-B led the buyback activities with a repurchase amount of 6.84 million HKD, buying back 316,600 shares at prices ranging from 20.70 to 22.50 HKD, and has repurchased a total of 46.55 million HKD this year [3]. - China Eastern Airlines (referred to as "Eastern Airlines") followed closely with a buyback of 6.42 million HKD, acquiring 2.20 million shares at prices between 2.88 and 2.95 HKD, and has a cumulative buyback amount of 571 million HKD this year, making it one of the most active companies in the market [3][4]. - China International Marine Containers (CIMC) repurchased 656,200 shares for 4.50 million HKD, with a total buyback amount of 47.32 million HKD this year [3]. Group 2: Market Trends and Analyst Insights - The buyback activities reflect a broader trend where companies are taking advantage of stock prices being below their intrinsic value, aiming to enhance earnings per share and optimize capital structure [4]. - Analysts suggest that the large-scale buybacks by leading companies not only support stock prices but may also trigger investor interest in industry valuation restructuring [4]. - The ongoing buyback trend is closely linked to positive expectations regarding macroeconomic conditions and industry recovery, particularly in sectors like aviation, as seen with Eastern Airlines' continuous buybacks amid a recovering airline industry [4].

Summary of Key Points Core Viewpoint - On July 17, 22 Hong Kong-listed companies conducted share buybacks, totaling 16.22 million shares and an aggregate amount of HKD 31.93 million [1]. Group 1: Buyback Details - The company with the highest buyback amount on July 17 was Green Bamboo Bio-B, repurchasing 316,600 shares for HKD 6.84 million, with a maximum price of HKD 22.50 and a minimum price of HKD 20.70, bringing its total buyback amount for the year to HKD 46.55 million [1][2]. - China Eastern Airlines repurchased 2.2 million shares for HKD 6.42 million, with a maximum price of HKD 2.95 and a minimum price of HKD 2.88, accumulating a total buyback amount of HKD 571 million for the year [1][2]. - CIMC Group bought back 656,200 shares for HKD 4.50 million, with a maximum price of HKD 6.92 and a minimum price of HKD 6.72, totaling HKD 47.32 million in buybacks for the year [1][2]. Group 2: Other Notable Buybacks - Mengniu Dairy repurchased 200,000 shares for HKD 3.37 million, with a maximum price of HKD 16.88 and a minimum price of HKD 16.78, totaling HKD 224.48 million for the year [2]. - China Xuyang Group bought back 1.04 million shares for HKD 2.63 million, with a maximum price of HKD 2.54 and a minimum price of HKD 2.51, accumulating HKD 161.02 million for the year [2]. - Miniso repurchased 57,400 shares for HKD 1.99 million, with a maximum price of HKD 35.10 and a minimum price of HKD 34.60, totaling HKD 302.68 million for the year [2].

Summary of Key Points Core Viewpoint - Multiple companies conducted share buybacks on July 17, 2025, with notable amounts and quantities involved, indicating a trend of companies returning capital to shareholders [1]. Group 1: Buyback Details - The largest buyback was executed by Green Bamboo Bio-B (02480), with a total of 316,600 shares repurchased for an amount of 6.8407 million [2]. - China Eastern Airlines (00670) repurchased 2.2 million shares for 6.4249 million, representing 1.825% of its total share capital [2]. - CIMC (02039) bought back 656,200 shares for 4.5029 million, accounting for 0.240% of its total share capital [2]. Group 2: Other Notable Buybacks - Mengniu Dairy (02319) repurchased 200,000 shares for 3.3682 million, which is 0.116% of its total share capital [2]. - China Xuyang Group (01907) bought back 1.04 million shares for 2.6279 million, representing 0.971% of its total share capital [2]. - Miniso (09896) repurchased 57,400 shares for 1.9974 million, which is 0.210% of its total share capital [2]. Group 3: Additional Companies - Other companies such as IGG (00799) and HYPEBEAST (00150) also participated in buybacks, with IGG repurchasing 246,000 shares for 1.0630 million and HYPEBEAST repurchasing 3,001,600 shares for 469,300 [2]. - The buyback activities reflect a broader strategy among these companies to enhance shareholder value and confidence in their financial health [1].

Core Insights - The market for shingles vaccines in China has experienced rapid growth due to an aging population and increased public health awareness, with the market size expected to reach 5.6 billion yuan by 2024 after a recovery from a significant drop in 2021 [1][13] - The incidence of shingles is notably high among individuals aged 50 and above, driving sustained demand for vaccines [1][13] - The public's awareness of shingles and its prevention is gradually increasing, further propelling the market's growth [1][13] Industry Overview - Shingles vaccines are designed to prevent shingles, a disease caused by the reactivation of the Varicella-Zoster Virus, which initially causes chickenpox [2][4] - The industry chain includes upstream raw material suppliers, midstream vaccine developers and manufacturers, and downstream logistics and healthcare providers [4] Development History - The shingles vaccine industry in China has evolved from non-existence to local innovation, with the first imported vaccine, GSK's Shingrix, approved in 2019 [6][9] - The launch of the first domestic live attenuated shingles vaccine by Baike Biological in January 2023 marked a significant milestone, expanding the eligible age group for vaccination [6][9] - The market is now characterized by competition between imported and domestic vaccines, with expectations for a surge in domestic vaccine approvals in the coming years [6][9] Market Dynamics - The number of vaccine approvals has increased significantly, with Baike Biological's vaccine receiving 22 approvals in the first three quarters of 2023, indicating strong market performance [9] - The domestic vaccine market is expected to grow rapidly, driven by aging demographics and improved public health policies [9][11] Key Companies - Baike Biological has established itself as a leader in the shingles vaccine market, with a revenue of 883 million yuan in 2023, although it is projected to decline to 251 million yuan in 2024 [17] - Wantai Biological, another key player, reported a revenue of 5.511 billion yuan in 2023, down 50.73% from the previous year, and is expected to generate 2.245 billion yuan in 2024 [19] Future Trends - Domestic vaccines are anticipated to dominate the market due to their competitive pricing and alignment with local needs [21] - The improvement of health insurance policies is expected to enhance vaccine accessibility and increase public willingness to get vaccinated [22] - The development of multivalent and combination vaccines is becoming a significant trend, aiming to provide broader protection and improve vaccination efficiency [23]

Group 1: Company Performance - Baike Bio reported a revenue of approximately 1.229 billion RMB for 2024, a year-on-year decline of 32.64% [1] - The net profit attributable to shareholders was around 232 million RMB, down 53.67% year-on-year [1] - The decline in performance is primarily attributed to reduced sales of the shingles vaccine [1] Group 2: Green Bamboo Bio's Situation - Green Bamboo Bio's stock price fell by 9.09% on May 2, leading to significant sell-offs, with a trading volume of 1.8036 million shares, the highest since 2024 [2] - The company has experienced a drastic decline in liquidity, with 10 months in the past 17 months having a monthly trading volume of less than 200,000 shares [2] - Green Bamboo Bio's market capitalization is currently around 4.1 billion HKD, below the 7 billion HKD threshold required for inclusion in the Hang Seng Index [4] Group 3: Financials of Green Bamboo Bio - Green Bamboo Bio reported a net loss of 168 million RMB for the year, a reduction of 32.5% compared to the previous year's loss of 249 million RMB [4] - The company has not yet commercialized any products, with total revenue remaining at zero [4] - Research and development expenses decreased by 21.7% to 135 million RMB [4] Group 4: Product Development - Green Bamboo Bio's core product, the recombinant shingles vaccine LZ901, has completed Phase III clinical enrollment and submitted a Biologics License Application (BLA) [6] - LZ901 is expected to be the first shingles vaccine with a tetrameric molecular structure, targeting adults aged 50 and above [6] - The vaccine is positioned to compete with GSK's Shingrix, which has seen significant sales growth, reaching 3.446 billion GBP in 2023 [8] Group 5: Market Dynamics - The domestic vaccine industry is facing structural adjustment pressures, with a decline in consumer willingness to receive vaccinations and a significant drop in demand for self-paid vaccines [10] - The competition in the vaccine market is intense, with over 10 manufacturers competing in areas like rabies and influenza vaccines [10] - The market for shingles vaccines is currently less competitive, with only Baike Bio's Ganwei and GSK's Shingrix available, providing an opportunity for LZ901 if it commercializes as expected [10] Group 6: Challenges Ahead - Despite the potential of LZ901, the company may struggle to significantly improve its financial structure and fundamentals due to market education challenges and profit margin pressures [11] - The current vaccination rate for shingles in China is only 0.1%, significantly lower than in developed countries, indicating a need for market education [10]