| | | 债券代码：113579 债券简称：健友转债 南京健友生化制药股份有限公司 关于股份回购进展的公告 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、准确性和完整性承担法律责任。 | 回购方案首次披露日 | 2025/4/29，由董事长唐咏群先生提议 | | | --- | --- | --- | | 回购方案实施期限 | 2025 年 5 月 20 日~2026 5 月 19 日 | 年 | | 预计回购金额 | 2,000万元~4,000万元 | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | □用于转换公司可转债 | | | | □为维护公司价值及股东权益 | | | 累计已回购股数 | 137.9995万股 | | | 累计已回购股数占总股本比例 | 0.09% | | | 累计已回购金额 | 1,500.85万元 | | | 实际回购价格区间 | 9.56元/股~11.66元/股 | | 重要内容提示： 一、回购股份的基本情况 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司 ...

根据《上市公司证券发行注册管理办法》《上海证券交易所股票上市规则》 及公司《南京健友生化制药股份有限公司公开发行可转换公司债券募集说明书》 （以下简称"募集说明书"），现将"健友转债"到期兑付摘牌事项提示公告如下： | 证券代码：603707 | 证券简称：健友股份 | 公告编号：2026-011 | | --- | --- | --- | | 转债代码：113579 | 转债简称：健友转债 | | 南京健友生化制药股份有限公司 关于"健友转债"到期兑付暨摘牌的第三次提示性公告 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： 自 2026 年 4 月 20 日（可转债停止交易起始日）至 2026 年 4 月 22 日（可转 债转股期结束日），"健友转债"持有人仍可以依据约定的条件将"健友转债"转 换为公司股票。 南京健友生化制药股份有限公司（以下简称"发行人"或者"本公司"）经 中国证券监督管理委员会"证监许可［2020］603 号"文核准，于 2020 年 4 月 23 日公开发行了 5,031,900 ...

| 证券代码：603707 | 证券简称：健友股份 | 公告编号：2026-010 | | --- | --- | --- | | 转债代码：113579 | 转债简称：健友转债 | | 南京健友生化制药股份有限公司 关于"健友转债"到期兑付暨摘牌的第二次提示性公告 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： 自 2026 年 4 月 20 日（可转债停止交易起始日）至 2026 年 4 月 22 日（可转 债转股期结束日），"健友转债"持有人仍可以依据约定的条件将"健友转债"转 换为公司股票。 南京健友生化制药股份有限公司（以下简称"发行人"或者"本公司"）经 中国证券监督管理委员会"证监许可［2020］603 号"文核准，于 2020 年 4 月 23 日公开发行了 5,031,900 张可转换公司债券（以下简称"可转债"），每张面值 100 元，发行总额 50,319.00 万元，期限为 6 年。 经上海证券交易所自律监管决定书［2020］134 号文同意，公司 50,319.00 万元可转换公司 ...

Investment Rating - The report maintains a "Positive" investment rating for the pharmaceutical and biotechnology industry [1] Core Insights - The animal health raw material drug prices are expected to experience a cyclical rebound in 2026 due to a recovery in industry demand and stabilization of antibiotic supply chain prices [1] - The heparin raw material drug industry is currently at a cyclical low, with prices declining sharply in 2023, but expected to stabilize by 2025 [2][56] - The vitamin industry is entering a price increase cycle influenced by geopolitical tensions and rising oil prices, leading to significant price increases for vitamin A and E [3][58] Summary by Sections Raw Material Prices and Trends - The PPI index for China's chemical raw materials has been on a downward trend, while upstream raw material prices are showing an upward trend, which may accelerate the supply clearance in the raw material drug industry [11][18] - Antibiotic prices, including 6-APA and penicillin industrial salt, are showing signs of recovery after hitting bottom [25][29] - The average price of florfenicol has dropped from 400-700 RMB/kg to 150-200 RMB/kg, indicating a significant decline due to oversupply and weak downstream demand [46][49] Investment Recommendations - The report suggests focusing on companies that have undergone thorough supply clearance and have expectations for price increases, recommending stocks such as Guobang Pharmaceutical, Puluo Pharmaceutical, and Aorite [4][72] - Beneficiary stocks include Meinuo Pharmaceutical, Chuaning Biological, and Zhejiang Pharmaceutical, among others [4][72] Price Trends in Specific Segments - Heparin API prices are expected to stabilize in 2025 after a period of decline due to oversupply [56][57] - Iodine raw material prices have seen a recovery due to strong demand from other industries, following a period of significant price increases [2][56] - The vitamin A and E prices are experiencing rapid increases due to geopolitical tensions affecting oil prices and supply chain disruptions [3][58]

Group 1 - The article discusses a fire incident at a wholly-owned subsidiary of Kaitian New Materials, which has been ordered to suspend production [1] - The article mentions the subscription of new shares for companies such as Puang Medical and Zuxing New Materials listed on the Beijing Stock Exchange [1] - It provides a list of convertible bonds, including their current prices, redemption prices, last trading dates, and conversion values [4][5][7] Group 2 - The article highlights that Yongji Co., the controlling shareholder, plans to reduce its stake by no more than 2% [5] - It notes that Lidong New Materials intends to invest 280 million yuan to expand its battery aluminum foil project [5] - The article states that the Zhongte convertible bond will not undergo a reset [5]

| 证券代码：603707 | 证券简称：健友股份 | 公告编号：2026-009 | | --- | --- | --- | | 转债代码：113579 | 转债简称：健友转债 | | 南京健友生化制药股份有限公司 关于"健友转债"到期兑付暨摘牌的第一次提示性公告 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： 自 2026 年 4 月 20 日（可转债停止交易起始日）至 2026 年 4 月 22 日（可转 债转股期结束日），"健友转债"持有人仍可以依据约定的条件将"健友转债"转 换为公司股票。 南京健友生化制药股份有限公司（以下简称"发行人"或者"本公司"）经 中国证券监督管理委员会"证监许可［2020］603 号"文核准，于 2020 年 4 月 23 日公开发行了 5,031,900 张可转换公司债券（以下简称"可转债"），每张面值 100 元，发行总额 50,319.00 万元，期限为 6 年。 经上海证券交易所自律监管决定书［2020］134 号文同意，公司 50,319.00 万元可转换公司 ...

| | | 债券代码：113579 债券简称：健友转债 南京健友生化制药股份有限公司 关于股份回购进展的公告 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、准确性和完整性承担法律责任。 | 回购方案首次披露日 | 2025/4/29，由董事长唐咏群先生提议 | | --- | --- | | 回购方案实施期限 | 2025 年 5 月 20 日~2026 年 5 月 19 日 | | 预计回购金额 | 2,000万元~4,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 137.9995万股 | | 累计已回购股数占总股本比例 | 0.09% | | 累计已回购金额 | 1,500.85万元 | | 实际回购价格区间 | 9.56元/股~11.66元/股 | 截至 2026 年 02 月 28 日，公司通过上海证券交易所交易系统以集中竞价交易 方式已累计回购股份 137.9995 万股，已累计回购股份占公司总股本的比例为 0 ...

Group 1 - The company has received FDA approval for the production site transfer of Lefamulin Injection, 150 mg/15 mL, to its subsidiary, Jianjin Pharmaceutical Co., Ltd. [1][2] - Lefamulin Injection, marketed as XENLETA, was originally approved by the FDA in August 2019 and is currently not available as a generic in the U.S. market [1][6] - The company has invested approximately RMB 19.33 million in the research and development of the Lefamulin production site transfer project [2] Group 2 - The approval of this product enhances the company's international product pipeline and strengthens its market presence [3] - If the product progresses to market sales in the U.S., it is expected to have a positive impact on the company's operating performance [3]

Core Viewpoint - The announcement indicates that the company has received FDA approval for the production site transfer of Lamotrigine Injection, allowing its subsidiary to manufacture the product in a new facility [1] Group 1: Company Developments - The company, Jianyou Co., has announced that its subsidiary, Hong Kong Jianyou Industrial Co., has received a production site transfer approval from the U.S. FDA for Lamotrigine Injection, 150mg/15mL [1] - The approval is associated with New Drug Application (NDA) number 211673, which is crucial for the company's operational capabilities in the U.S. market [1] Group 2: Regulatory Milestones - The FDA's approval signifies a regulatory milestone for the company, enhancing its ability to produce and supply Lamotrigine Injection in compliance with U.S. standards [1] - This development may lead to increased production capacity and potential revenue growth for the company as it expands its manufacturing capabilities [1]

| 证券代码：603707 | 证券简称：健友股份 公告编号：2026-007 | | --- | --- | | 债券代码：113579 | 债券简称：健友转债 | 南京健友生化制药股份有限公司 关于子公司获得美国 FDA 来法莫林注射液 药品生产场地转移注册批件的公告 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、准确性和完整性承担个别及连带责任。 南京健友生化制药股份有限公司（以下简称"健友股份"或"公司"）子公 司香港健友实业有限公司（以下简称"香港健友"）于近日收到美国食品药品监 督管理局（以下简称"美国 FDA"）签发的来法莫林注射液，150 mg/15 mL， 单剂量（NDA 号：211673）生产场地转移批准信，批准在公司子公司健进制药 有限公司场地生产。现将相关情况公告如下： 一、药品的基本情况 二、药品其他相关情况 新批准产品进一步丰富了公司国际化的产品管线，强化公司国际市场布局。 若后续推进美国市场上市销售，有望对公司经营业绩产生积极影响。 四、风险提示 公司高度重视药品研发，严格控制药品研发、生产、销售环节的质量和安全。 但产品的 ...