2024年9月29日，公司收到第一笔土地收储补偿款2,000万元；2025年5月22 日，公司收到第二笔土地补偿款3,227.70万元；2025年8月27日，公司收到第三 笔土地补偿款5,000万元。具体内容详见公司2024年9月30日、2025年5月23日、 2025年8月28日披露的《关于收到南厂区土地收储补偿款的进展公告》（公告编 号：2024-048、2025-025、2025-042）。 二、本次收储相关事项的进展情况 2025年9月25日，公司收到第四笔土地补偿款2,000万元。截至目前公司已 收到土地补偿款12,227.70万元，尚未收到补偿款余额23,811.90万元。公司将 根据《企业会计准则》等相关规定，对上述补偿款进行会计处理，具体的会计 处理和对相关财务数据的影响以会计师事务所年度审计确认后的结果为准。 证券代码:600789 证券简称:鲁抗医药 公告编号:2025-049 山东鲁抗医药股份有限公司 关于收到南厂区土地收储补偿款的进展公告 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、准确性和完整性承担法律责任。 一、情况概述 山 ...

Core Viewpoint - The company held a successful half-year performance briefing on September 19, 2025, with full interaction with investors, addressing various inquiries regarding stock issuance, project updates, and financial performance [1][2]. Group 1: Stock Issuance and Financial Performance - The company has submitted a registration application to the China Securities Regulatory Commission for a stock issuance to specific investors, following the Shanghai Stock Exchange's review [1][2]. - The pricing for the stock issuance will be no less than 80% of the average trading price over the 20 trading days prior to the pricing date [1][2]. - The company reported a significant profit decline in the first half of 2025, primarily due to non-recurring gains from asset disposals in the previous year, which amounted to 156 million [2][3]. Group 2: Project Updates - The trans-aconitic acid green bio-manufacturing project commenced production on May 29, 2025, marking a significant step towards industrialization [1]. - The company has over 60 biological pesticide products in production and sales, with three innovative biological pesticides currently under registration [1][2]. - The trans-aconitic acid pesticide formulation is in the testing phase, with plans to submit registration materials in the first quarter of 2026 [1][2]. Group 3: R&D and Product Development - The company has three I-class innovative drugs in clinical trials: TRN-157 for chronic obstructive pulmonary disease in Phase II, CIGB-814 for rheumatoid arthritis in Phase I, and CMS-203, a PDE5 inhibitor for male erectile dysfunction in Phase II [2][3]. - The company is focusing on enhancing operational efficiency and profitability to improve its investment value amidst a competitive pharmaceutical market [2][3].

Policy Developments - The National Healthcare Security Administration (NHSA) released the 11th batch of national drug centralized procurement documents, emphasizing principles of "stabilizing clinical use, ensuring quality, preventing collusion, and countering internal competition" [2] - The new procurement strategy optimizes "anchor prices" by not simply selecting the lowest bid but using the higher value between the average of "comparable unit prices" and the lowest "comparable unit price" at 50% [2] Drug and Device Approvals - Fosun Pharma announced that its subsidiary, Fuhong Hanlin, received EU approval for two drugs, BILDYOS® and BILPREVDA®, for treating osteoporosis in high-risk patients [4] - Renfu Pharma's subsidiary received a tentative FDA approval for Oxcarbazepine extended-release tablets, aimed at treating partial seizures in patients aged 6 and above, with a total R&D investment of approximately 15 million RMB [5] Capital Markets - LuKang Pharmaceutical plans to acquire a 1.9231% stake in Shandong Lukang Hecheng Pharmaceutical Co., with the final amount to be determined through bidding [7] - GE Healthcare responded to rumors about selling its Chinese business, stating its commitment to providing high-quality medical services in China [8] Industry Events - The NHSA announced the interim results of expert reviews for the 2025 National Basic Medical Insurance Directory and commercial insurance innovative drug directory adjustments [10][11] - In the first half of 2025, China's innovative drug licensing transactions reached nearly $66 billion, indicating a significant increase in international recognition and commercial value of Chinese innovative drugs [12] - The National Medical Products Administration established a review center in the Beijing-Tianjin-Hebei region to enhance drug and medical device evaluation services [13] - Approximately 100 rare disease drugs have been included in the basic medical insurance directory, covering 42 types of rare diseases [14]

Core Points - The company held its 11th Board of Directors' 9th (temporary) meeting on September 19, 2025, where several resolutions were passed, including adjustments to the 2025 investment plan and a proposal to acquire shares in Shandong Rukang Hecheng Pharmaceutical Co., Ltd. [1][2][3] Investment Plan Adjustment - The company approved a mid-term adjustment to its 2025 investment plan, increasing the fixed asset investment by 0.08 billion yuan, bringing the total to 5.67 billion yuan, and adding four new long-term equity investment projects with an increase of 1.87 billion yuan [1][6]. Share Acquisition Proposal - The company plans to acquire 1.9231% of the shares in Shandong Rukang Hecheng Pharmaceutical Co., Ltd. through a bidding process managed by the Shandong Property Rights Exchange Center. The final amount will be determined by the bidding results [7][9]. - The acquisition is part of the company's strategic layout and aims to optimize resource allocation and improve operational decision-making efficiency [7][9]. Upcoming Shareholders' Meeting - The company has scheduled its 2025 second temporary shareholders' meeting for October 10, 2025, at 2:00 PM, which will combine on-site and online voting methods [3][22][23].

Core Viewpoints - Several listed companies in the Shanghai and Shenzhen markets have announced significant updates, including regulatory actions, financial restructuring, and changes in shareholding structures [3] Regulatory Actions - Guosheng Technology received an administrative regulatory measure from the Beijing Securities Regulatory Bureau due to inaccurate revenue and cost recognition in previous years, leading to incorrect disclosures in financial reports for 2022 and 2023 [4] - Cisco Ray is facing administrative penalties for suspected violations of information disclosure, including fabricating sales and improperly recognizing revenue, resulting in a warning and a fine of 2 million yuan [5][6] - Fudan Fuhua is also under scrutiny for information disclosure violations, with proposed penalties including a warning and a fine of 4 million yuan, leading to a risk warning on its stock [15][20] Shareholding Changes - Helin Micro-Nano's controlling shareholder decided to terminate a share reduction plan, having already reduced 1.12% of shares [7] - Qixin Group's controlling shareholder plans to transfer 5% of its shares at a price of 6.13 yuan per share, which will result in a new major shareholder [21] - Shenli Co., Ltd. announced that a shareholder plans to reduce their stake by up to 3% through various trading methods [22] Financial Restructuring - Huaxia Happiness reported a cumulative debt restructuring amount of approximately 192.67 billion yuan as of August 31, with a total of 24 billion yuan in overdue debts [8] - Longda Food has decided to abandon the acquisition of Wucang Agricultural and Animal Husbandry Group due to high debt levels and a focus on its core food business [18] - Tian Investment City Development is adjusting its major asset restructuring plan to a major asset sale plan, focusing on divesting real estate business and related assets [17] Investments - Baoli International plans to invest in semiconductor testing equipment company Hongtai Technology, acquiring 1% to 3% of its shares based on a positive outlook for the semiconductor testing equipment industry [9] - Ankai Micro plans to invest 20 million yuan to acquire 4% of shares in Vision Future, a company focused on AI solutions [13] Major Events - China Ruilin's chairman resigned due to age reasons, stepping down from multiple positions within the company [10] - Pinming Technology announced it would continue to be suspended from trading due to ongoing major matters that may lead to a change in control [11] - Xibu Materials' subsidiary is planning a major asset restructuring, leading to a suspension of its stock [16]

Group 1 - Huadian Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [2] - Cisco Ray's 2022 annual report was found to have inflated revenue by 9.96 million and profit by 7.0054 million, leading to penalties and a change in stock name to ST Cisco Ray [3] - Tianpu Co., Ltd. experienced a 245.20% increase in stock price over 13 consecutive trading days, indicating a risk of rapid decline [4] - ST New Power is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [6] - Baoli International intends to invest in semiconductor testing equipment company Hongtai Technology, acquiring 1%-3% equity [7] - Ankai Micro plans to invest 20 million yuan to acquire 4% equity in Shiqi Future, focusing on smart vision technology [8] Group 2 - SF Holding reported a revenue of 24.787 billion yuan in August, a year-on-year increase of 7.86% [9] - Various companies are involved in share transfers, including Guangli Micro and *ST Tianlong, with plans for significant asset restructuring [11] - Xinwangda's subsidiary aims to establish a storage industry fund with professional investment institutions [12] - Several companies are planning share repurchases, including Shunhao Co. and Lingyun Optics, with adjustments to repurchase plans [18]

Group 1 - The core point of the article is that LuKang Pharmaceutical announced its intention to acquire a 1.9231% stake in Shandong LuKang Hecheng Pharmaceutical Co., Ltd. through a bidding process at the Shandong Property Rights Exchange Center [1] - Upon completion of this transaction, the company will hold 100% of the shares in Hecheng Company, although the scope of the company's consolidated financial statements will remain unchanged [1]

每经AI快讯，鲁抗医药（SH 600789，收盘价：9.92元）9月19日晚间发布公告称，公司十一届第九次董 事会临时会议于2025年9月19日在公司高新园区A1310会议室以现场结合通讯方式召开。会议审议了 《关于2025年投资计划中期调整的议案》等文件。 （记者 曾健辉） 2024年1至12月份，鲁抗医药的营业收入构成为：人用抗生素占比54.29%，兽用抗生素占比39.72%，其 他占比4.89%，其他业务占比1.1%。 截至发稿，鲁抗医药市值为89亿元。 每经头条（nbdtoutiao）——"25基点太少，50基点太多"：美联储降息"走钢丝"，"特朗普代言人"投下唯 一反对票 ...

格隆汇9月19日丨鲁抗医药(600789.SH)公布，公司拟通过山东产权交易中心参与竞价摘牌方式收购邹城 经济开发区管理委员会(简称"邹城经开区管委会")持有的山东鲁抗和成制药有限公司(称"和成公 司")1.9231%的股权(简称"标的股权")。最终金额以竞价结果确定，该交易能否达成存在一定的不确定 性。 ...

Core Viewpoint - Lu Kang Pharmaceutical (600789.SH) announced its intention to acquire a 1.9231% stake in Hecheng Pharmaceutical Co., Ltd. from the Zoucheng Economic Development Zone Management Committee through a public bidding process, aiming to optimize resource allocation and improve operational decision-making efficiency [1] Group 1 - The joint venture between Lu Kang Pharmaceutical and the Zoucheng Economic Development Zone Management Committee is focused on the development of Hecheng Pharmaceutical [1] - The acquisition will result in Lu Kang Pharmaceutical holding 100% of Hecheng Pharmaceutical, although the consolidation scope of financial statements will remain unchanged [1]