公司名稱： 南京維立志博生物科技股份有限公司 呈交日期： 2025年8月11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 H | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) 09887 | 說明 | | | | | | | 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) | 庫存股份數目 | 每股發行/出售價 (註4) | | 已發行股份總數 | | 於下列日期開始時的結存(註 ...

张凌表示，欧洲已不再是Biotech等生物科技融资的热门区域，很多欧洲企业更倾向去美国融资，甚至 有不少大型药企如 阿斯利康等，考虑将上市地区，从伦敦转去美国。 不过他也提到一个值得关注的趋势，在过去一到两年，企业首选美国，目标进入美国资本市场，做 Crossover融资，甚至部分公司为了在美上市而转移注册地。 据瑞恩小编统计，今年(截至8月11日)香港新上市的55家中，14家来自医疗健康行业、占比25.5%。 来源：MoneyDJ 花旗集团投资银行医疗健康部亚太区主管 (Managing Director, Head of Asia Pacific Healthcare Investment Banking at Citigroup)张凌(Ling Zhang)周一(8月11日)在亚太生物科技投资论坛上表示，欧洲 生物科技融资热度下降，企业首选是去美国以及亚太市场，十二个月以前首选都是美国，但过去六个月 发生天翻地覆改变，出现东升西降趋势，不仅有中国资金的北水，国际资金也有积极参与。 但过去6个月出现东升西降趋势，香港资本市场突发猛进，美国生物科技资本市场反而相对安静。 他以指数举例，香港生物科技ETF今年 ...

Group 1 - The article highlights the continuous attention on enterprises affiliated with Shanghai Jiao Tong University, driven by their "technical strength and alumni network collaboration" [1] - In July 2025, several alumni enterprises reported successful financing rounds, showcasing the innovative resilience of the Jiao Tong gene [1] - Notable alumni enterprises that completed financing include Xingnuoqi, Ouyun, and Weilizhibo [1] Group 2 - Xingnuoqi completed a Pre-IPO financing round led by Dingqing Fund, with participation from Caitong Capital and Deqing Industrial Investment, to support its smart production base in Deqing, Zhejiang [2] - Xingnuoqi is a leading domestic precision injection mold and component manufacturer, recognized as a national "specialized, refined, distinctive, and innovative" enterprise [2] - Major clients of Xingnuoqi include top international and domestic companies such as Bertly, Edex, Hitachi Astemo, BYD, Siemens, and Huaqing [2] Group 3 - Ouyun received C+ round financing from Haibang Investment in July 2025 [4] - Ouyun is a top provider of new retail, new circulation, and omnichannel digital solutions, established in 2015 and recognized as a "Shanghai Software Enterprise" and "Shanghai High-tech Enterprise" [4] - The chairman of Ouyun, Yi Jiawu, is an alumnus of Jiao Tong University and a co-founder of Yihaodian [4] Group 4 - Weilizhibo officially listed on the Hong Kong Stock Exchange on July 25, 2025, with a final IPO price of HKD 35 per share, raising a net amount of HKD 1.1793 billion [6] - On its first trading day, Weilizhibo's closing price was HKD 67.1, giving it a market capitalization of HKD 12.975 billion [6] - Weilizhibo focuses on discovering, developing, and commercializing new therapies for cancer, autoimmune diseases, and other major diseases, with 14 candidate drugs developed, 6 of which are in clinical stages [6] Group 5 - In July 2025, an additional 17 enterprises affiliated with Jiao Tong University secured financing, with amounts ranging from tens of millions to billions [12] - These enterprises span various fields, including biomedicine, artificial intelligence, advanced manufacturing, and new energy, reflecting both technological achievements and high recognition of their commercial potential [12] - Among these, 7 enterprises are part of the Jiao Tong University mother fund portfolio [12]

本公告不得直接或間接於或向美國（包 括 其 領 土 及 屬 地、美 國 任 何 州 以 及 哥 倫 比 亞 特 區）發 布、 刊 發、派 發。本 公 告 並 不 構 成 或 組 成 在 美 國 境 內 或 於 任 何 其 他 司 法 權 區 購 買 或 認 購 任 何 證 券 的 任 何 要 約 或 招 攬 的 一 部 分。發 售 股 份 並 無 亦 不 會 根 據1933年美國證券法（經 修 訂）（「美國證券 法」）或 美 國 任 何 州 或 其 他 司 法 權 區 的 證 券 法 登 記，亦 不 得 在 美 國 境 內 提 呈 發 售、出 售、質 押 或 以 其 他 方 式 轉 讓。發 售 股 份 不 得 在 美 國 境 內 提 呈 發 售、出 售、質 押 或 以 其 他 方 式 轉 讓，惟 有 美 國 證 券 法 登 記 規 定 的 可 動 用 豁 免 或 於 不 受 其 規 限 的 交 易 則 作 別 論。發 售 股 份 不 會 於 美 國 公 開 發 售。發 售 股 份 僅(1)根據美國證券法第144A條或根據美國證券法登記的另一項可動用豁免向 合資格機構買家（定 義 見 美 國 證 券 法 第14 ...

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: 南京維立志博生物科技股份有限公司（「本公司」） 呈交日期: 2025年8月4日 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 | 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) | 09887 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 147,749,391 | RMB | | 1 RMB | | 147,749,391 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 147,749,391 | RMB | | 1 RMB | | 147,749,391 | | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | ...

Summary of Key Points Core Viewpoint - The Hong Kong Stock Exchange reported that during the week of July 21 to July 27, a total of 9 companies submitted applications, 1 company passed the hearing, and 1 new stock was listed. Company Summaries - **GoerTek Inc.**: Submitted an application on July 21, focusing on smart sensing interaction solutions, particularly acoustic sensors. It is the fifth largest global provider in this sector with a market share of 2.2% and the largest in China. Revenue for 2022 to 2024 was approximately RMB 31.21 billion, RMB 30.01 billion, and RMB 45.36 billion respectively, with net profits of RMB 3.26 billion, RMB 2.89 billion, and RMB 3.09 billion [2][2]. - **Guangdong Tianyu Semiconductor Co., Ltd.**: Submitted an application on July 22, specializing in silicon carbide epitaxial wafers. It holds the top position in China's market with a revenue market share of 30.6%. Revenue for 2022 to 2024 was approximately RMB 4.37 billion, RMB 11.71 billion, and RMB 5.2 billion respectively, with net profits of RMB 281.4 million, RMB 95.88 million, and a loss of RMB 500 million [3][3]. - **Daheng Technology (Shenzhen) Co., Ltd.**: Submitted an application on July 22, known for its folding bicycles, holding a market share of 26.3% in volume and 36.5% in revenue in China. Revenue for 2022 to 2024 was approximately RMB 2.54 billion, RMB 3 billion, and RMB 4.51 billion respectively, with net profits of RMB 314.34 million, RMB 34.85 million, and RMB 52.29 million [4][4]. - **Juzhi Technology Development Co., Ltd.**: Submitted an application on July 23, focusing on baby monitoring products. Revenue for 2022 to 2024 was approximately RMB 1.90 billion, RMB 3.48 billion, and RMB 4.62 billion respectively, with net profits of RMB 34.82 million, RMB 63.36 million, and RMB 94.69 million [5][6]. - **Jiangsu Zhonghui Yuantong Biotechnology Co., Ltd.**: Submitted an application on July 24, specializing in vaccines. Revenue for 2023 to 2025 was approximately RMB 52.17 million, RMB 260 million, and RMB 410,000 respectively, with net losses of RMB 425 million, RMB 259 million, and RMB 87.32 million [7][7]. - **Fujian Lemo IoT Technology Co., Ltd.**: Submitted an application on July 25, a leader in smart massage services in mainland China, with a market share of 33.9% to 42.9% from 2022 to 2024. Revenue for 2022 to 2024 was approximately RMB 3.30 billion, RMB 5.87 billion, and RMB 7.98 billion respectively, with net profits of RMB 6.48 million, RMB 87.34 million, and RMB 85.81 million [8][8]. - **Anhui Jinyan High Clay New Materials Co., Ltd.**: Submitted an application on July 25, specializing in kaolin materials with a market share of 19.1%. Revenue for 2022 to 2024 was approximately RMB 1.90 billion, RMB 2.05 billion, and RMB 2.67 billion respectively, with net profits of RMB 24.42 million, RMB 43.61 million, and RMB 52.60 million [9][9]. - **Shandong Shengruan Technology Co., Ltd.**: Submitted an application on July 26, providing digital solutions for energy and manufacturing sectors. Revenue for 2022 to 2024 was approximately RMB 3.91 billion, RMB 5.02 billion, and RMB 5.25 billion respectively, with net profits of RMB 37.60 million, RMB 53.70 million, and RMB 59.30 million [10][10]. - **AIWB Inc.**: Submitted an application on July 25, focusing on smart building solutions in Texas. Revenue for 2022 to 2024 was approximately USD 103 million, USD 121 million, and USD 105 million respectively, with net losses of USD 347,000, USD 620,000, and USD 531,000 [11][11]. Company Hearing and IPO - **Jiangsu Zhonghui Yuantong Biotechnology Co., Ltd.**: Passed the hearing on July 27, focusing on innovative vaccines with two core products. Revenue for 2023 to 2025 was approximately RMB 52.17 million, RMB 260 million, and RMB 410,000 respectively, with net losses of RMB 425 million, RMB 259 million, and RMB 87.32 million [12][12]. - **Vili Zhibo-B (09887.HK)**: Launched an IPO from July 17 to July 22, with a subscription rate of 3494.78 times in the public offering. The stock began trading on July 25 at HKD 67.10, a 91.71% increase [13][14].

Core Insights - The article discusses the recent developments in the pharmaceutical industry, focusing on companies like Jinfang Pharmaceutical, ViliZhibo-B, and Kangfang Biopharma, highlighting their IPOs, clinical trial results, and market strategies [3][6][10]. Company Developments - Jinfang Pharmaceutical has re-submitted its IPO application to the Hong Kong Stock Exchange after its previous submission expired. The company focuses on innovative drug development for cancer and autoimmune diseases, with its core product GFH925 being the first KRAS G12C inhibitor approved in China. However, it faces intense competition and patent challenges, with sales revenue of only 127,000 yuan in the first four months of this year [3][4]. - ViliZhibo-B successfully listed on the Hong Kong Stock Exchange, with its stock price rising over 90% on the first day, achieving a market capitalization of nearly 13 billion HKD. The company has one core product, LBL-024, and 13 other candidates, with significant losses reported in recent years [6][7]. - Kangfang Biopharma's application for a new indication of its drug Ivoris monoclonal antibody has been accepted by the National Medical Products Administration (NMPA). This new indication targets advanced squamous non-small cell lung cancer, a significant market segment in cancer treatment [10][11]. Industry Trends - The article highlights the competitive landscape in the innovative drug sector, emphasizing the importance of first-line treatment indications in the immunotherapy market, particularly for non-small cell lung cancer, which represents a substantial market opportunity [10][11]. - The success of ViliZhibo-B's IPO reflects strong investor interest in innovative drug companies, particularly in a favorable market environment for new listings [6][7]. - The advancements in clinical trials for autoimmune drugs, such as LZM012 by Lizhu Group, indicate a growing focus on chronic diseases with significant unmet medical needs, enhancing the competitive position of Chinese innovative drugs in the global market [12].

Core Viewpoint - The recent IPO of Valiant Biotech-B (维立志博) on the Hong Kong Stock Exchange has generated significant investor interest, reflected in its stock price surge on the first trading day, indicating a strong demand for biotech stocks in the Hong Kong market [1][6]. Company Overview - Valiant Biotech is a clinical-stage biotechnology company focused on discovering, developing, and commercializing new therapies for cancer, autoimmune diseases, and other serious conditions [6][8]. - The company has one core product, LBL-024, which is in clinical trials for various types of cancer, and 13 other drug candidates, including 5 in clinical stages and 8 in preclinical stages [4][5]. IPO Details - The IPO was priced at HKD 35 per share, with a total issuance of 36.86 million shares, raising approximately HKD 1.18 billion [1][8]. - The public offering attracted 323,706 applications, with a subscription rate of 3,494.78 times, leading to a final allocation of 16.03 million shares, which is about 43.48% of the total offering [6][7]. - The international offering received a subscription rate of 40.78 times, resulting in the allocation of 20.84 million shares, or 56.52% of the total offering [6][7]. Investor Interest - The IPO attracted 32,300 investors, with approximately 73,406 successful applications, indicating strong market interest [6][7]. - Nine cornerstone investors participated in the IPO, including notable firms such as Tencent's Huang River Investment Limited and other prominent investment institutions, collectively subscribing to approximately HKD 540 million worth of shares [8]. Fund Utilization - The net proceeds from the IPO will be allocated as follows: approximately 65% for clinical development and regulatory affairs of candidates in clinical stages, 15% for enhancing preclinical assets and expanding the pipeline, 10% for capacity enhancement and commercialization post-approval, and 10% for working capital and general corporate purposes [8].

Core Viewpoint - Nanjing Weilizhibo Biotechnology Co., Ltd. (referred to as "Weilizhibo") successfully listed on the Hong Kong Stock Exchange, opening at HKD 72.40 and closing at HKD 67.10, marking a 91.71% increase from its final offering price of HKD 35.00 [1][2][3] Group 1: Company Overview - Weilizhibo is a clinical-stage biotechnology company focused on discovering, developing, and commercializing new therapies for cancer, autoimmune diseases, and other major diseases [1] - The company issued a total of 36,862,500 H-shares, with 16,027,200 shares allocated for public offering in Hong Kong and 20,835,300 shares for international offering [2][3] Group 2: Financial Details - The total proceeds from the offering amounted to HKD 1,290.2 million, with net proceeds of HKD 1,179.3 million after deducting estimated listing expenses of HKD 110.8 million [2][3] - The net proceeds are intended for clinical development of candidate drugs, advancing preclinical assets, enhancing production capacity, and general corporate purposes [3] Group 3: Performance Metrics - For the fiscal year ending December 31, 2023, Weilizhibo reported revenues of RMB 8.9 million, with net losses of RMB 362.2 million [7][8] - The company’s cash flow from operating activities for the same period was a net outflow of RMB 192.7 million [9]

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index dropping over 1%, ending a five-day winning streak, closing at 25,388.35 points, down 1.09% or 278.83 points, with a total turnover of 281.77 billion HKD [1] - Despite the decline, the Hang Seng Index saw a weekly increase of 2.27%, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index rose by 1.83% and 2.51% respectively [1] Blue Chip Performance - WuXi Biologics (02269) led the blue-chip stocks, rising 5.53% to 31.5 HKD, contributing 9.65 points to the Hang Seng Index, following a profit warning indicating a projected 16% revenue growth in the first half of 2025 [2] - Other notable blue-chip performances included SMIC (00981) up 4.98%, Nongfu Spring (09633) up 3.56%, while New Oriental (09901) and Shenzhou International (02313) saw declines of 3.36% and 2.94% respectively [2] Sector Highlights - Large tech stocks generally declined, with Alibaba down nearly 2% and Tencent over 1% [3] - Semiconductor stocks saw a rally, with Hua Hong Semiconductor rising 9% and SMIC up nearly 5% [3] - The pharmaceutical sector experienced gains, driven by a shift towards value assessment in drug procurement, with notable increases in stocks like Kanglong Chemical (03759) up 7.71% and Zhaoyan New Drug (06127) up 7.02% [4] - Airline stocks were active, with China Eastern Airlines (00670) up 3.69% and Air China (00753) up 3.68%, supported by strong summer travel demand [6][7] Regulatory Developments - The National Healthcare Security Administration announced changes to the 11th batch of centralized procurement, moving away from a simple lowest price reference, which is expected to curb vicious price competition and promote a shift towards value-based competition in the pharmaceutical industry [5] - The introduction of new policies aimed at supporting innovative drugs and medical devices was discussed in a recent meeting, indicating a focus on enhancing the clinical application of high-level technological innovations [5] Notable Stock Movements - Valiant Biopharma (09887) saw a significant increase of 91.71% on its debut, closing at 67.1 HKD, following a successful IPO [9] - Jihong Holdings (02603) rose 15.31% after announcing a projected net profit increase of 97.25% to 108.21% for the first half of 2025 [10] - COSCO Shipping Ports (01199) reached a new high, up 9.31%, amid reports of potential acquisitions of port assets [11] - Kintor Pharmaceutical (00148) announced a profit warning, leading to an 8.29% increase in stock price, with expected profits rising over 70% [12] - Lingbao Gold (03330) also saw gains, up 5.89%, with projected revenue growth of 75% to 85% for the first half of 2025 [13]