头孢呋辛酯为头孢呋辛的前体药，属于第二代头孢菌素类抗生素，作用机制为抑制细菌细胞壁合成，使 细菌不能繁殖。本品具有广谱抗菌作用，对化脓性链球菌、肺炎球菌、葡萄球菌、甲氧西林敏感株、卡 他莫拉菌、淋球菌、流感嗜血杆菌等有强大抗菌作用，对大肠杆菌、肺炎克雷伯菌、变形杆菌属等肠杆 菌科细菌亦有良好作用。 格隆汇8月13日丨鲁抗医药(600789.SH)公布，公司收到国家药品监督管理局颁发的关于头孢呋辛酯干混 悬剂（以下简称"该药品"）的《药品补充申请批准通知书》（证书编号：2025B02754），该药品通过 仿制药质量和疗效一致性评价。 ...

鲁抗医药公告，近日，公司收到国家药品监督管理局颁发的关于头孢呋辛酯干混悬剂的《药品补充申请 批准通知书》（证书编号：2025B02754），该药品通过仿制药质量和疗效一致性评价。头孢呋辛酯为 头孢呋辛的前体药，属于第二代头孢菌素类抗生素，作用机制为抑制细菌细胞壁合成，使细菌不能繁 殖。本品具有广谱抗菌作用，对化脓性链球菌、肺炎球菌、葡萄球菌、甲氧西林敏感株、卡他莫拉菌、 淋球菌、流感嗜血杆菌等有强大抗菌作用，对大肠杆菌、肺炎克雷伯菌、变形杆菌属等肠杆菌科细菌亦 有良好作用。 ...

资金流向方面，8月7日主力资金净流出5364.03万元，近五日累计净流出2.17亿元。 风险提示：市场有风险，投资需谨慎。 鲁抗医药属于化学制药行业，主要业务涵盖医药制造、生物农药等领域。公司全资子公司山东鲁抗生物 农药有限责任公司生产苏云金杆菌（以色列亚种），可用于灭杀蚊子幼虫。 消息面上，公司在投资者互动平台表示，其子公司具备生产灭蚊相关产品的能力。 截至2025年8月7日收盘，鲁抗医药股价报10.21元，较前一交易日下跌1.16%。当日成交额4.16亿元，换 手率4.53%，总市值91.75亿元。 ...

Core Viewpoint - The company has a product that can effectively kill mosquito larvae, specifically through the use of Bacillus thuringiensis israelensis [2] Company Information - The company's wholly-owned subsidiary, Shandong Lukang Biological Pesticide Co., Ltd., produces Bacillus thuringiensis (Israel strain) [2]

Core Viewpoint - Lu Kang Pharmaceutical is facing significant challenges with a projected net profit decline of over 50% year-on-year for the first half of 2025, while its main business revenue growth continues to slow down and profit margins are further compressed [2] Group 1: Financial Performance - The company has experienced a continuous slowdown in revenue growth since 2022, with net profit showing a fluctuating downward trend [2] - In 2024, factors such as raw material price fluctuations, rigid cost increases, and ongoing domestic procurement policies have further squeezed the company's profit margins [2] Group 2: Fundraising and Expansion Plans - Lu Kang Pharmaceutical is advancing a targeted fundraising plan of up to 1.2 billion yuan for the expansion of multiple production bases and new product research and development [2] - The fundraising projects include high-end anti-infection formulation industrialization, the establishment of a biopharmaceutical CDMO platform, and the reserve of innovative drug varieties, all of which are encouraged by current policies and market trends [2][3] - The feasibility and market absorption capacity of these projects have been questioned, particularly regarding the company's current technical capabilities and market development strength [2][3] Group 3: Market Position and Strategy - The company is attempting to enter the innovative drug and CDMO business to create new growth opportunities, with high hopes for its proposed biopharmaceutical CDMO platform [3] - However, the domestic CDMO market is highly competitive, with established players like WuXi AppTec and Kelun already having strong customer loyalty and technical barriers [3] - The company's transformation narrative lacks continuity, with previous investments in various areas yielding low returns and diminishing market confidence in its ability to deliver [4] Group 4: Market Reaction and Future Outlook - Following the announcement of the fundraising plan, the company's stock price initially rose but weakened after the profit forecast was released, indicating market caution regarding its ability to achieve internal recovery and external support [4] - Despite the challenges, the company still possesses a certain level of defensive value in the raw material and formulation sectors, and is seen as a key player in the regional pharmaceutical innovation ecosystem [5] - The company stands at a crossroads between stagnation and bold breakthroughs, with the success of its fundraising efforts dependent on its strategic execution and ability to adapt to competitive pressures [5]

Group 1 - The company received an inquiry letter from the Shanghai Stock Exchange regarding its application for a specific stock issuance [1][2] - The company, along with relevant intermediaries, conducted a thorough study and addressed the questions raised in the inquiry letter, making necessary revisions to the application documents [1][2] - The stock issuance is subject to approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission, with uncertainties regarding the approval timeline [2] Group 2 - The company disclosed relevant documents on the Shanghai Stock Exchange website on June 18 and July 8, 2025, detailing the responses to the inquiry [1] - The company will continue to fulfill its information disclosure obligations based on the progress of the stock issuance matter [2] - Investors are advised to pay attention to investment risks associated with the uncertainty of the approval process [2]

北京市通商律师事务所 关于山东鲁抗医药股份有限公司2024年度 向特定对象发行A股股票的 补充法律意见书 二〇二五年八月 中国北京建国门外大街 1 号国贸写字楼 2 座 12-15 层 100004 12-15th Floor, China World Office 2, No. 1 Jianguomenwai Avenue, Beijing 100004, China 电话 Tel: +86 10 6563 7181 传真 Fax: +86 10 6569 3838 电邮 Email: beijing@tongshang.com 网址 Web: www.tongshang.com 北京市通商律师事务所 关于山东鲁抗医药股份有限公司 2024 年度 向特定对象发行 A 股股票的 补充法律意见书 山东鲁抗医药股份有限公司： 北京市通商律师事务所（以下简称"本所"）是具有中华人民共和国（为法律 意见书之目的，不包括香港特别行政区、澳门特别行政区和台湾地区，以下简称 "中国"）法律执业资格的律师事务所。本所受山东鲁抗医药股份有限公司（以下 简称"鲁抗医药"、"发行人"、"公司"或"上市公司"）委托，作为鲁抗医药 2 ...

证券代码：600789 证券简称：鲁抗医药 关于山东鲁抗医药股份有限公司 向特定对象发行股票申请文件的 审核问询函的回复 （修订稿） 保荐机构（主承销商） 7-1-1 | 1、关于募投项目 | 3 | | --- | --- | | 2、关于融资规模与效益测算 | 46 | | 3、关于经营情况 | 79 | | 4、关于销售费用 | 90 | | 5、其他 | 101 | 1、关于募投项目 根据申报材料，1）本次募投项目包括高端制剂智能制造车间建设项目、生物农药 基地建设项目、新药研发项目及补充流动资金。2）高端制剂智能制造车间建设项目拟 投产的产品品种共 21 个，覆盖糖尿病、高血脂和原发性高胆固醇血症、细菌感染等适 应症；生物农药基地建设项目拟生产品种中多杀霉素、大黄素甲醚已取得批准文号，反 式乌头酸现已启动新农药登记相关试验工作；新药研发项目拟投入三款 I 类创新药的研 发。 （北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层） 二〇二五年八月 上海证券交易所： 贵所于 2025 年 5 月 9 日出具的上证上审（再融资）〔2025〕137 号《关于山东鲁抗 医药股份有限公司向特 ...

证券代码：600789 证券简称：鲁抗医药 公告编号：2025—035 山东鲁抗医药股份有限公司 关于向特定对象发行股票申请文件的 审核问询函回复更新的提示性公告 1 山东鲁抗医药股份有限公司董事会 2025 年 8 月 2 日 2 公司收到《问询函》后，按照要求会同相关中介机构就《问询函》所列问题 进行了认真研究和逐项落实，根据相关要求对《问询函》有关问题进行了说明和 论证，同时对募集说明书等申请文件的部分内容进行了相应补充和修订，具体内 容详见公司于2025年6月18日、7月8日在上海证券交易所网站（www.sse.com.cn） 披露的相关文件。 根据上交所进一步审核意见，公司会同相关中介机构对部分回复内容进行了 补充与修订，具体内容详见公司于同日在上海证券交易所网站（www.sse.com.cn） 披露的《关于山东鲁抗医药股份有限公司向特定对象发行股票申请文件的审核问 询函的回复（修订稿）》等相关文件。 公司本次向特定对象发行股票事项尚需通过上交所审核，并获得中国证券监 督管理委员会（以下简称"中国证监会"）同意注册的批复后方可实施，最终能 否通过上交所审核并获得中国证监会同意注册的批复及其时间尚存在 ...

Group 1 - Yabont Chemical signed a 10-year supply strategic agreement with Jiangsu Hengrui Medicine to enhance collaboration in the pharmaceutical supply chain, effective from August 1, 2025 [1] - Wei Hua New Materials plans to acquire controlling interest in Jiangsu Heyutai Chemical to extend its product chain and improve competitiveness, currently in the planning stage [2] - Fujirey received a government subsidy of 2.0074 million yuan, expected to positively impact profits in 2025 [4] Group 2 - Hangzhou Garden won the land use rights for a plot in Yuhang District for 130 million yuan, planning to build a smart ecological design R&D headquarters with a total investment of no more than 450 million yuan [5] - Baotai's clinical trial for BAT5906, a recombinant anti-VEGF monoclonal antibody, received approval for new indications, aiming to accelerate commercialization [6] - Weisheng Information won multiple projects with a total bid amount of 110 million yuan, including significant contracts with Southern Power Grid and State Grid [8] Group 3 - Dong'an Power reported a 27.37% year-on-year increase in engine sales for July, totaling 34,500 units [13] - Hanma Technology's truck sales reached 956 units in July, marking a 42.69% year-on-year increase [14] - Jiangsu Bank's executives received regulatory approval for their positions, effective immediately [15] Group 4 - Chip Origin expects Q2 revenue of 584 million yuan, a 49.90% increase quarter-on-quarter, with significant growth in intellectual property licensing fees [24] - Dream Network Technology plans to establish a high-end equipment industry investment fund with a target fundraising of 2 billion yuan [26] - Hefei Urban Construction and China Real Estate Development won land use rights for a residential plot in Hefei for 980 million yuan [28] Group 5 - Lu Kang Pharmaceutical's subsidiary received a drug registration certificate for a new medication for erectile dysfunction [28] - Lifan Pharmaceutical's Mesalazine enteric-coated tablets received a drug registration certificate for treating ulcerative colitis [29] - Yahu Pharmaceutical's APL-1401 clinical trial for ulcerative colitis showed positive preliminary results [30]