核查意见 华泰联合证券有限责任公司 关于江苏集萃药康生物科技股份有限公司 使用自有资金支付部分募投项目所需资金并以募集资金等 额置换的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐人"）作 为江苏集萃药康生物科技股份有限公司（以下简称"药康生物"或"公司"）首 次公开发行股票并在科创板上市持续督导阶段的保荐人，根据《证券发行上市保 荐业务管理办法》《上海证券交易所科创板股票上市规则》《上海证券交易所科创 板上市公司自律监管指引第 1 号——规范运作》等有关规定，对药康生物使用自 有资金支付部分募投项目所需资金并以募集资金等额置换事项进行了认真、审慎 的核查，并发表本核查意见，具体情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会于 2022 年 3 月 15 日出具的《关于同意江苏集 萃药康生物科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕 542 号），公司获准向社会公开发行人民币普通股 5,000.00 万股，每股发行价格 为人民币 22.53 元，募集资金总额为 112,650.00 万元；扣除承销及保荐费用、发 行登记费以及其他发行费用共计 10,0 ...

Group 1 - The core point of the article is that YaoKang Bio reported a revenue of 375 million yuan for the first half of 2025, reflecting a year-on-year growth of 10.11% [1] - The net profit for the same period was 70.91 million yuan, showing a year-on-year decline of 7.12% [1] - The company plans to distribute a cash dividend of 0.3 yuan per 10 shares (including tax), totaling 12.27 million yuan, which represents 17.30% of the net profit attributable to shareholders for the first half of 2025 [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688265 | 南模生物 | 65.00 | -8.32% | 4.65万 | 3.07亿 | | 002173 | 创新医疗 | 24.84 | -6.97% | 147.80万 | 37.90亿 | | 652509 | 药明康德 | 90.26 | -6.93% | 131.17万 | 123.20亿 | | 300683 | 海特生物 | 54.33 | -4.58% | 15.33万 | 8.89亿 | | 688046 | 药康生物 | 18.08 | -4.49% | 6.06万 | 1.12亿 | | 301096 | 百诚医药 | 54.66 | -4.31% | 12.34万 | 6.85亿 | | 002622 | 皓宸医疗 | 3.60 | -3.74% | 80.54万 | 2.91亿 | | 688202 | 美迪西 | 64.23 | -3.70% | 10.89万 | 7.38亿 | | 300347 | 泰格医药 ...

Group 1 - The A-share market has seen a decline in several biopharmaceutical stocks, with notable drops including Nanmo Bio down 9%, Shanghai Yizhong down over 7%, and Nuocheng Jianhua down over 5% [1] - Other companies experiencing declines include Yangguang Nuohuo and Guangshengtang down over 4%, and Haichuang Pharmaceutical, Baicheng Pharmaceutical, Yaokang Bio, and Qianyan Bio down over 3% [1] Group 2 - Specific stock performance includes: - Nanmo Bio (688265) down 9.06% with a market cap of 5.027 billion and a year-to-date increase of 178.89% - Shanghai Yizhong (688091) down 7.23% with a market cap of 15.7 billion and a year-to-date increase of 89.98% - Nuocheng Jianhua (688428) down 5.25% with a market cap of 56 billion and a year-to-date increase of 158.55% - Yangguang Nuohuo (688621) down 4.57% with a market cap of 8.727 billion and a year-to-date increase of 107.29% - Guangshengtang (300436) down 4.26% with a market cap of 26.3 billion and a year-to-date increase of 404.68% [2]

Group 1 - A-share market sees weakness in certain biopharmaceutical stocks, with notable declines in several companies [1] - Nanmo Bio falls by 9%, while Shanghai Yizhong drops over 7% [1] - Nocare Health declines by over 5%, and Sunshine Nuohe and Guangshengtang both decrease by over 4% [1] - Haichuang Pharmaceutical, Baicheng Pharmaceutical, Yaokang Bio, and Qianyan Bio all experience declines of over 3% [1]

Group 1 - The core viewpoint highlights the strong performance and growth of the Kexin Pharmaceutical ETF managed by Jiashi, with significant trading activity and inflows [2] - As of August 4, the Kexin Pharmaceutical ETF Jiashi has seen a weekly average trading volume of 58.54 million yuan, ranking first among comparable funds [2] - The fund's scale increased by 12.30 million yuan over the past two weeks, also leading among comparable funds [2] - The fund's net asset value has risen by 50.01% over the past year, placing it in the top 15.64% of index equity funds [2] Group 2 - The top ten weighted stocks in the Shanghai Stock Exchange Science and Technology Innovation Board Biopharmaceutical Index account for 49.14% of the index, with leading companies including United Imaging Healthcare and BeiGene [2][4] - The biopharmaceutical industry is expected to stabilize and grow throughout 2025, supported by favorable policies for innovative drug development and medical equipment updates [5] - The transition to the 2.0 era of innovative drugs in China is marked by a qualitative improvement, with domestic new drugs expected to participate deeply in the global market over the next decade [4]

证券之星消息，8月4日医疗服务板块较上一交易日下跌0.26%，昭衍新药领跌。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。医疗服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 688265 | 南模生物 | 43.73 | 20.01% | | 4.08万 | 1.66亿 | | 688621 | 阳光诺和 | 66.54 | 14.84% | | 12.60万 | 8.15亿 | | 301201 | 诚达药业 | 28.10 | 4.04% | | 10.58万 | 2.93亿 | | 688222 | 成都先导 | 24.74 | 3.82% | | 33.55万 | 7.91亿 | | 002172 | 澳洋健康 | 4.25 | 3.41% | | 70.07万 | 2.93亿 | | 688046 | 药康生物 | 16.41 | 3.01% | | 4.55万 | 7293.23万 | | ...

Group 1 - The company has approved a share repurchase plan using its own funds and a special loan for stock repurchase, with a total amount between RMB 22 million and RMB 40 million, and a maximum price of RMB 18 per share, within a 12-month period [1] Group 2 - As of July 31, 2025, the company has repurchased a total of 1,067,387 shares, accounting for 0.2603% of the total share capital of 410 million shares, with a total expenditure of RMB 13,914,990.75 [2] Group 3 - The share repurchase is in compliance with relevant laws and regulations [3] Group 4 - The company will make repurchase decisions based on market conditions and will fulfill its information disclosure obligations in a timely manner [4]

Core Viewpoint - The company announced a share buyback program, indicating a commitment to returning value to shareholders and potentially signaling confidence in its future performance [2] Group 1 - As of July 31, 2025, the company has repurchased a total of 1,067,387 shares [2] - The repurchased shares represent 0.2603% of the company's total share capital of 410,000,000 shares [2]

格隆汇8月1日丨药康生物(688046.SH)公布，截至2025年7月31日，公司通过上海证券交易所交易系统以 集中竞价交易方式累计回购公司股份1,067,387股，占公司总股本410,000,000股的比例为0.2603%，回购 成交的最高价为15.13元/股，最低价为10.52元/股，支付的资金总额为人民币13,914,990.75元（不含印花 税、交易佣金等交易费用）。 ...