证券代码：688062 证券简称：迈威生物 公告编号：2025-060 迈威（上海）生物科技股份有限公司 自愿披露关于7MW3711在2025年欧洲肿瘤内科学会 （ESMO）以海报形式报告数据及最新进展的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 1、迈威（上海）生物科技股份有限公司（以下简称"迈威生物"或"公司"） 靶向 B7-H3 的抗体偶联新药 7MW3711 将在 2025 年欧洲肿瘤内科学会（ESMO） 大会中以海报形式报告在晚期实体瘤患者中的 I/II 期临床研究数据及最新进展： 截至 2025 年 9 月 15 日，在 4.0mg/kg 或以上剂量组的 54 例可肿评患者中，共有 19 例患者达到部分缓解（PR）或完全缓解（CR）。在 4.0mg/kg 或以上剂量组 的 7 例可肿评食管癌（EC）患者中，ORR 为 42.9%，DCR 为 100.0%。在 4.0mg/kg 剂量组（每 2 周给药 1 次）的可肿评肺癌患者中，10 例小细胞肺癌（SCLC）和 13 例肺鳞癌（Sq-N ...

证券代码：688062 证券简称：迈威生物 公告编号：2025-059 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： 近日，迈威（上海）生物科技股份有限公司（以下简称"迈威生物"或"公 司"）收到国家药品监督管理局核准签发的《药物临床试验批准通知书》，注射 用 7MW4911 的临床试验获得批准。由于药品的研发周期长、审批环节多，容易 受到一些不确定性因素的影响，敬请广大投资者谨慎决策，注意防范投资风险。 现将相关情况公告如下： 一、药品基本情况 药品名称：注射用 7MW4911 申请事项：境内生产药品注册临床试验 申请人：迈威（上海）生物科技股份有限公司 临床试验通知书编号：2025LP02657 迈威（上海）生物科技股份有限公司 自愿披露关于注射用 7MW4911 临床试验申请 获得国家药品监督管理局批准的公告 审批结论：根据《中华人民共和国药品管理法》及有关规定，经审查，2025 年 7 月 31 日受理的注射用 7MW4911 临床试验申请符合药品注册的有关要求， 同意本品开展晚期实体瘤的临床试验 ...

Core Viewpoint - The company has received approval from the National Medical Products Administration for the clinical trial of its innovative antibody-drug conjugate (ADC) 7MW4911, targeting CDH17, a promising therapeutic target in various gastrointestinal cancers [1] Group 1: Company Developments - The clinical trial approval for 7MW4911 marks a significant milestone for the company, showcasing its proprietary IDDC™ antibody conjugation technology platform [1] - 7MW4911 is designed to target calcium adhesion protein 17 (CDH17), which is overexpressed in colorectal, gastric, and pancreatic cancers, indicating its potential for precise intervention [1] Group 2: Industry Context - CDH17 has been validated as a potential therapeutic target across multiple cancer types through pan-cancer multi-omics studies, highlighting its relevance in oncology [1] - The expression of CDH17 is limited to the basolateral membrane of intestinal epithelial cells in normal tissues, but shows significant overexpression in malignant tumors, correlating with tumor invasion, metastasis, and poor prognosis [1]

Core Insights - Institutional research movements serve as a barometer for institutional capital trends [1] Group 1: Institutional Research Trends - Since September, brokers have conducted research on over 880 listed companies, with the highest concentration in the machinery, electronics, and pharmaceutical industries [2][3] - The machinery sector has attracted significant attention, with 136 listed companies being researched. Notable companies include Zhongkong Technology, which was investigated by 36 brokers focusing on its "industrial embodied intelligence" applications [3][4] - The electronics sector has also seen considerable interest, with 109 companies researched. Companies like Lanke Technology and Juguang Technology attracted 54 and 44 brokers, respectively, both experiencing stock price increases of over 120% this year [3][5] Group 2: Pharmaceutical Industry Focus - The pharmaceutical and biotechnology sector has been a hot topic, with over 70 companies researched since September. Maiwei Biotech was the most popular, attracting 45 brokers focusing on its small nucleic acid platform [4][5] Group 3: Impact of Export Control Policies - Following the announcement of export control measures on certain materials, 39 listed companies were quickly researched, primarily in machinery, power equipment, and basic chemicals [7] - Companies like Rongbai Technology received significant attention, hosting 162 institutional investors for discussions on the implications of the new export controls [7][8] - Other companies, such as Sifangda and Juli Sogou, also saw increased research activity, with Juli Sogou's stock rising nearly 134% this year due to its focus on deep-sea technology [8][9] Group 4: Market Outlook - Despite recent global market fluctuations, analysts remain optimistic about the A-share market's medium-term prospects, citing potential improvements in corporate earnings and ongoing capital inflows [10] - Analysts suggest focusing on high-dividend and consumer sectors in the short term, while maintaining a medium-term outlook on TMT and advanced manufacturing sectors [10]

Group 1 - In September, over 900 private equity firms participated in A-share listed company research activities, totaling nearly 2800 research instances [1] - The favored sectors for private equity research include electronics, machinery, pharmaceuticals, and power equipment, indicating a structural market trend supported by policies and capital [1][2] - The focus on technology and pharmaceuticals is expected to continue, with private equity showing particular interest in high-quality growth companies amidst market fluctuations [2][3] Group 2 - The biotechnology company Maiwei Bio received significant attention, with 88 private equity firms conducting research, highlighting interest in its dual-target small nucleic acid drugs and α-syn targeting tracer projects [2] - The electronics sector had the highest research frequency in September, with 78 companies being researched 554 times, followed closely by machinery equipment with 444 instances [3] - Investment firms are optimistic about the electronic sector's leading companies and strong pharmaceutical firms with robust fundamentals and R&D advantages [3]

Group 1 - Private equity firms are actively engaging in A-share company research, with over 900 firms participating in nearly 2800 research activities in September [1][2] - The technology and pharmaceutical sectors remain favored by private equity, with significant interest in companies like Maiwei Biotech, which received attention from 88 private equity firms [2][4] - The electronics sector had the highest research frequency, with 78 companies being researched 554 times, followed by mechanical equipment with 444 times [4] Group 2 - The current market environment, characterized by a weaker dollar and ongoing economic recovery in China, is expected to attract global funds to A-shares due to reasonable valuations and strong industry drivers [3] - Private equity firms are focusing on high-quality growth companies, particularly in the technology and pharmaceutical sectors, as they seek to capitalize on market fluctuations [2][4] - The coal industry and companies benefiting from "anti-involution" policies, as well as those in the technology innovation space, are highlighted as areas of potential investment opportunity [4]

Core Insights - The Chinese innovative pharmaceutical industry is experiencing a "double hit" in performance and valuation due to policy support, R&D breakthroughs, and value reassessment [1] - Many innovative drug stocks have doubled in price this year, with pharmaceutical-themed funds averaging a nearly 40% increase in net value over the past year [1] - The industry is entering a long-term growth trajectory, with current valuations still considered attractive by both domestic and foreign institutions [1] Group 1: Stock Performance - Several innovative drug companies have seen significant stock price increases, with companies like Shuyou Shen, Rongchang Bio, and Anglikang all experiencing over 100% growth year-to-date as of October 9 [1] - Pharmaceutical-themed funds have also shown strong performance, with the average net value increasing nearly 40% over the past year, and some funds, such as Penghua Innovation Upgrade Mixed A, seeing gains exceeding 100% [1] Group 2: Institutional Interest - There has been a surge in institutional research on Chinese innovative drug companies, with companies like Baiji Shenzhou and Baili Tianheng receiving attention from 213 and 186 institutions respectively [2] - Notable foreign institutions, including State Street Bank and BlackRock, have participated in the research of these companies, indicating growing international interest [2] Group 3: Industry Trends - The innovative drug sector is transitioning from "burning cash on R&D" to "product volume expansion," marking the beginning of a profit harvest period [3] - Chinese innovative drug companies have significantly improved their R&D capabilities and gained international recognition, positioning themselves in the global first tier in terms of pipeline quantity [3] - The industry is expected to achieve a systematic value reassessment, driven by comprehensive policy support and high levels of R&D and clinical efficiency [2][3]

Core Insights - The private equity sector is actively engaging in A-share company research, with over 900 firms participating in nearly 2800 research activities in September, indicating a strong interest in the market [1] - Key sectors attracting attention include electronics, machinery, pharmaceuticals, and power equipment, suggesting a structural market trend supported by both fundamental and monetary factors [1][4] - The focus on technology and pharmaceuticals reflects a broader trend towards innovation and growth, particularly in response to domestic economic recovery and global capital flows [3][4] Private Equity Research Activity - In September, 979 private equity managers participated in A-share company research, covering 529 stocks across 30 primary industries, with a total of 2789 research instances [1] - Among these, 41 large private equity firms conducted 318 research activities, highlighting the involvement of significant players in the market [1] Sector Performance - The electronics sector was the most researched, with 78 stocks receiving 554 research instances, followed by machinery with 86 stocks and 444 instances [5] - Pharmaceuticals, power equipment, and basic chemicals also received considerable attention, each with over 100 research instances [4][5] Notable Stocks - Leading innovative biopharmaceutical company Maiwei Bio was the most researched stock in September, receiving attention from 88 private equity firms, including major players like Freshwater Spring and Gao Yi Asset [2] - Other notable stocks included Lankai Technology, Juguang Technology, and Jing Sheng Electric, which also saw significant research interest and price increases [2] Investment Outlook - Industry experts suggest that despite market volatility, there are still opportunities for growth in high-quality companies, particularly in technology and pharmaceuticals, driven by structural market support [3][6] - The focus on true growth and innovation is emphasized as a strategy for navigating market fluctuations and identifying investment opportunities [3]

Group 1 - Insurance institutions conducted a total of 14,128 investigations into A-share listed companies in the first three quarters of this year, with a significant focus on technology sectors such as electronic components and medical devices [1] - The total balance of insurance funds exceeded 36 trillion yuan by the end of the second quarter, with stock investments amounting to approximately 3.07 trillion yuan, reflecting a net increase of 640.6 billion yuan since the end of last year [2] - The most active insurance companies in terms of investigations included Ping An Pension Insurance with 494 investigations and Taikang Asset Management with 853 investigations, indicating a strong interest in market opportunities [2][3] Group 2 - The technology sector was the most investigated area by insurance institutions, with companies like Huichuan Technology and Lixun Precision receiving the highest attention, reflecting a market trend towards technology investments [4] - The rise in stock prices for technology companies, with the CSI 300 index increasing by approximately 18% and the robotics and AI indices rising by about 41% and 38% respectively, has driven insurance institutions to focus on this sector [4][5] - The shift towards technology investments is influenced by government support for technological innovation and the need for insurance institutions to diversify their portfolios in a low-interest-rate environment [5]

10月10日，迈威生物跌5.07%，截至发稿，报44.98元/股，成交3.57亿元，换手率3.77%，总市值179.74 亿元。 平安瑞尚六个月持有混合A（010239）基金经理为唐煜。 截至发稿，唐煜累计任职时间5年213天，现任基金资产总规模81.35亿元，任职期间最佳基金回报 22.55%， 任职期间最差基金回报-10.22%。 从基金十大重仓股角度 数据显示，平安基金旗下1只基金重仓迈威生物。平安瑞尚六个月持有混合A（010239）二季度持有股 数4.92万股，占基金净值比例为0.67%，位居第七大重仓股。根据测算，今日浮亏损失约11.81万元。 平安瑞尚六个月持有混合A（010239）成立日期2020年12月18日，最新规模1.45亿。今年以来收益 10.87%，同类排名5923/8166；近一年收益12.42%，同类排名5641/8014；成立以来收益15.67%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，迈威(上海)生物科技股份有限公司位于 ...