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： 諾誠健華醫藥有限公司（於開曼群島註冊成立的有限公司） 呈交日期： 2025年7月18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 | 不適用 | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 09969 | 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 ...

Core Viewpoint - As of July 18, 160 stocks reached their 52-week highs, with notable performances from China New Economy Investment (00080), Aoyuan Group Equity (02905), and Zhong An Holdings Group (08462) showing high growth rates of 288.89%, 55.28%, and 50.00% respectively [1][2]. Summary by Category 52-Week High Performers - China New Economy Investment (00080) closed at 0.440, with a peak price of 0.700, achieving a growth rate of 288.89% [2]. - Aoyuan Group Equity (02905) closed at 0.218, with a peak price of 0.250, achieving a growth rate of 55.28% [2]. - Zhong An Holdings Group (08462) closed at 0.221, with a peak price of 0.228, achieving a growth rate of 50.00% [2]. - Other notable performers include Hualian International (00969) with a growth rate of 40.13% and Zhongke Bio (01237) with a growth rate of 37.25% [2]. Additional High Performers - Wanma Holdings (06928) closed at 0.550 with a growth rate of 30.43% [2]. - Lepu Biopharma-B (02157) closed at 7.940 with a growth rate of 24.54% [2]. - Other stocks with significant growth include ZhiJianYueDong (06860) at 17.14% and China Jindian Group (08281) at 17.12% [2]. 52-Week Low Performers - The document also lists stocks that reached their 52-week lows, with XI Ernan CO-U (09311) showing a decline of 16.10% [6]. - Other notable declines include XI Ernan CO (07311) at -12.62% and Haotian International Construction Investment (01341) at -5.70% [6].

Core Viewpoint - The innovative drug market is experiencing a surge in interest and investment, with significant inflows of capital and strong performance in related stocks [1][5]. Group 1: Market Performance - On July 15, the pharmaceutical ETF (562050) experienced a sharp increase during the opening auction, indicating heightened investor enthusiasm for innovative drugs [2][3]. - The ETF closed up 0.59% at 1.017 yuan per share, with a total trading volume of approximately 26.34 million yuan and a turnover rate of 22.94% [4]. - A-shares in innovative drugs have shown notable gains, with companies like ShenZhou Cell rising nearly 50% in the past month, and others like BoRui Medicine and Jilin AoDong increasing over 10% [5]. Group 2: Fund Performance and Strategy - The latest public fund reports reveal a significant shift towards innovative drugs, with the Changcheng Pharmaceutical Industry Selected Fund achieving over 90% returns, increasing its scale nearly 30 times in the second quarter [6][9]. - The fund manager of Yongying Medical Health Fund indicated a complete portfolio overhaul towards innovative drugs, with top holdings including ShuTaiShen and Rejing Biology, the latter seeing a staggering 443.59% increase this year [6][7]. - The Changcheng fund plans to continue focusing on innovative drugs in the third quarter, emphasizing clinical data, overseas licensing, and domestic sales growth [8]. Group 3: Policy and Market Trends - The innovative drug sector is benefiting from favorable policy developments, with the National Medical Insurance Bureau initiating adjustments to the drug catalog for 2025 [10]. - Data shows that the total amount for Chinese innovative drug licenses reached nearly 66 billion USD in the first half of 2025, surpassing the total for 2024, indicating a rapid rise in global competitiveness [11]. - The current market rally is primarily driven by clinical results and expectations for overseas licensing, with a focus on companies that have the potential for international expansion and those that have successfully transformed [11].

证券代码：688428 A 股简称：诺诚健华 公告编号：2025-026 归属结果暨股份上市的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ? 本次 A 股股票上市类型为股权激励股份；股票认购方式为网下，上市股数 为2,076,750股。 本次 A 股股票上市流通总数为2,076,750股。 ? 本次 A 股股票上市流通日期为2025 年 7 月 18 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司相关业务规定，诺诚健华医药有限公司（以下简称"诺诚健华" 或"公司"）于近日收到中国证券登记结算有限责任公司上海分公司出具的《证券 变更登记证明》，公司完成了 2023 年科创板限制性股票激励计划首次授予部分第 二个归属期及预留授予部分第一个归属期的股份登记工作。现将有关情况公告如 下： 一、本次限制性股票归属的决策程序及相关信息披露 港股代码：09969 港股简称：诺诚健华 诺诚健华医药有限公司 关于 2023 年科创板限制性股票激励计划首次 授予部分第二个归 ...

重要内容提示： 本次 A 股股票上市类型为股权激励股份；股票认购方式为网下，上市股数 为2,076,750股。 本次 A 股股票上市流通总数为2,076,750股。 本次 A 股股票上市流通日期为2025 年 7 月 18 日。 | 证券代码：688428 | A 股简称：诺诚健华 | 公告编号：2025-026 | | --- | --- | --- | | 港股代码：09969 | 港股简称：诺诚健华 | | 诺诚健华医药有限公司 关于 2023 年科创板限制性股票激励计划首次 授予部分第二个归属期及预留授予部分第一个归属期 归属结果暨股份上市的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司相关业务规定，诺诚健华医药有限公司（以下简称"诺诚健华" 或"公司"）于近日收到中国证券登记结算有限责任公司上海分公司出具的《证券 变更登记证明》，公司完成了 2023 年科创板限制性股票激励计划首次授予部分第 二个归属期及预留授予部分第一个 ...

港股生物医药股午后走强，荣昌生物(09995.HK)涨超8%，诺诚健华(09969.HK)涨超7%，百济神州 (06160.HK)涨超6%，科伦博泰生物(06990.HK)、复宏汉霖(02696.HK)均涨超5%。 ...

Policy Developments - The National Healthcare Security Administration reported that the basic medical insurance coverage rate in China remains stable at over 95%, with 1.32662 billion people insured by the end of 2024 [2] - The total income of the national basic medical insurance fund for 2024 is projected to be CNY 34,913.37 billion, while total expenditures are expected to be CNY 29,764.03 billion, resulting in a current balance of CNY 4,639.17 billion [2] - Since the establishment of the National Healthcare Security Administration in 2018, 835 new drugs have been added to the medical insurance drug list, with over 5,400 million CNY in sales from newly negotiated drugs between 2018 and 2024 [2] Drug and Device Approvals - Bayer's non-hormonal drug elinzanetant has been approved by the UK Medicines and Healthcare products Regulatory Agency for treating moderate to severe vasomotor symptoms related to menopause [5] - Innovent Biologics' new BCL2 inhibitor mesutoclax has received FDA approval to commence clinical trials for treating myeloid malignancies, including acute myeloid leukemia and myelodysplastic syndromes [6] - Tianyu Co., Ltd.'s subsidiary has passed the review for ezetimibe raw materials by the National Medical Products Administration, pending GMP compliance inspection results for market launch [7] Capital Market Activities - Innostellar Biotherapeutics has signed a ten-year exclusive promotion agreement with Golden Age Health for the commercialization of its gene therapy candidate LX101 in mainland China [9] Earnings Disclosures - Da'an Gene anticipates a net loss of CNY 140 million to 200 million for the first half of 2025 [11] - Huahai Pharmaceutical expects a net profit decline of 40% to 50% year-on-year, projecting a profit range of CNY 374 million to 449 million [12] - KingMed Diagnostics forecasts a net loss of CNY 95 million to 65 million for the first half of 2025, representing a significant year-on-year decline [13] - Xinmai Medical projects a net profit of CNY 304 million to 361 million for the first half of 2025, a decrease of 10.52% to 24.78% compared to the previous year [14] - Wantai Biological Pharmacy anticipates a net loss of CNY 130 million to 160 million for the first half of 2025 due to market pressures and policy adjustments [15] Industry Events - *ST Suwu has received a notice of administrative penalty from the China Securities Regulatory Commission for falsifying financial reports, which may lead to forced delisting [17] - This incident serves as a warning for the pharmaceutical industry to focus on genuine innovation and establish effective internal controls to mitigate risks associated with management [17] Shareholder Movements - Qihe Venture, a shareholder holding over 5% of Xuantai Pharmaceutical, plans to reduce its stake by up to 7 million shares, representing no more than 1.5441% of the company's total shares [19]

Group 1 - The core viewpoint of the article highlights the performance of public funds in the second quarter of 2025, with a focus on the innovative drug sector and the significant increase in short-term bond fund shares [1][4] - The first report from the outstanding fund manager Liang Furui shows a cumulative net value growth rate of 75.18% for the Changcheng Pharmaceutical Industry Select Fund, making it the second-best performing equity fund in the first half of the year [2] - Liang Furui's report indicates that the innovative drug development will focus on overseas licensing and domestic sales expansion in the third quarter, with a continued emphasis on clinical data, pipeline licensing, and sales growth [3] Group 2 - Several short-term bond funds have seen a significant increase in shares during the second quarter, with the Debang Short Bond Fund's total shares rising to 5.482 billion, an increase of over 30 billion shares, representing a growth of over 125% [4] - The fund managers of Dongfanghong Yixin Pure Bond and Dongfanghong Short Bond report that the next phase will focus on benefiting from internal liquidity easing, with a core strategy of investment-grade leverage and duration trading [4][5] - The Debang Short Bond Fund managers express concerns about external demand pressures and the potential slowdown of the "old-for-new" subsidy policy, while maintaining a positive outlook for the bond market in the third quarter [5]

Group 1 - The Shanghai Stock Exchange has released the "Self-Regulatory Supervision Guidelines for Companies Listed on the Sci-Tech Innovation Board No. 5 - Sci-Tech Growth Tier" [1] - The reform does not impose additional listing thresholds for unprofitable companies entering the Sci-Tech Growth Tier, allowing 32 existing unprofitable companies to enter immediately upon the guideline's implementation [1] - Newly registered unprofitable companies will enter the Sci-Tech Growth Tier from the date of their listing [1] Group 2 - Investors participating in the subscription and trading of newly registered stocks in the Sci-Tech Growth Tier must sign a "Risk Disclosure Statement for the Sci-Tech Growth Tier" [2] - The 32 existing companies that have not yet removed the "U" designation include: Zejing Pharmaceutical, Junshi Biosciences, Frontier Biotech, Qingyun Technology, Hehui Optoelectronics, Jingjin Electric, BeiGene, Dize Pharmaceutical, Maiwei Biotech, Aojie Technology, Yuhong Pharmaceutical, Shouyao Holdings, Haichuang Pharmaceutical, CloudWalk Technology, Yifang Biotech, Obsidian Optics, Mengke Pharmaceutical, Nuo Cheng Jianhua, Xinke Mobile, Xinghuan Technology, Yutai Micro, Yuntian Lifa, Tianzhihang, Qi Anxin, Hanwujin, Yihua Tong, Aifute, Huizhiwei, Xinlian Integrated, Zhixiang Jintai, Shengke Communication, and Zhongjuxin [2]

新京报贝壳财经讯（记者丁爽）7月11日，以"中国经济：开放与韧性共生长"为主题的2025贝壳财经年会在北京召开。在当天下午的圆桌论坛环节，诺诚健 华首席财务官傅欣表示，好的创新药只有通过国际化才能体现其全球竞争力，对于具备扎实的临床数据和快速研发能力的创新药企来说，出海是必然选择。 国内企业可借鉴国际成功经验，先通过与当地伙伴合作进入海外市场，熟悉各个国家法规监管要求，积累运营经验，再结合自身优势和发展战略，逐步完善 和加强海外市场的职能和人才储备，实现全球化布局。 2019年—2021年，很多公司在黄金周期登陆资本市场，2021年至今，又经历了泡沫调整周期。在这过程中，国家对于创新药产业的支持政策不断出台，中国 生物医药企业的基本面在整体提升。从2024年下半年至今，资本市场对创新药关注度不断提高，中国生物创新药走过了第一个完整的周期，经历了高点和低 点。回顾中国创新药过去十年的蓬勃发展，傅欣表示，在资金、技术、人才、政策的支持下，我国创新药产业培育了一批有潜力在全球开展竞争的高科技技 术企业。 诺诚健华首席财务官傅欣。 "创新药的特点是投资时间长、风险高、投资眼光决定投资回报。作为创新药企，我们特别需要耐 ...