Market Overview - On June 27, the Shanghai Composite Index fell by 0.7%, while the Shenzhen Component Index rose by 0.34% and the ChiNext Index increased by 0.47% [1] - A total of 52 stocks appeared on the daily trading list, with the highest net inflow of funds into Dawi Technology (600589.SH) amounting to 264 million yuan [1][4] Stock Performance - Dawi Technology saw a closing price increase of 6.61% with a turnover rate of 28.45%, and it accounted for 7.84% of the total trading volume [1][2] - The stock with the highest net outflow was Zhongfu Industrial (600595.SH), which experienced a net sell-off of 154 million yuan, representing 15.54% of its total trading volume, despite a closing price increase of 10.05% [4][6] Institutional Activity - Among the 27 stocks on the trading list, institutions were net buyers of 17 stocks and net sellers of 10 stocks, with a total net selling amount of 1.274 billion yuan [6][12] - The stock with the highest institutional net buying was Heertai (002402.SZ), which closed up by 10% and had a turnover rate of 13.07% [7] Northbound Capital - On June 27, northbound capital participated in 14 stocks, with a total net inflow of 915 million yuan [10] - The stock with the highest net inflow from northbound capital was Xiaoshangpin City (600415.SH), with a net purchase of 806 million yuan, accounting for 16.12% of its total trading volume [10][12] Summary of Key Stocks - The stocks that saw both institutional and northbound capital net buying included Hengbao Co., Maiwei Bio, Heertai, and Jinlongyu [12][14] - Conversely, stocks like Zhuyegroup and Zhongfu Industrial were net sold by both institutions and northbound capital [12][14]

Market Overview - As of 13:59 today, the Shanghai Composite Index is at 3424.00 points, below the five-day moving average, with a decline of 0.71% [1] - The total trading volume of A-shares today is 12836.21 billion [1] Stocks Breaking the Five-Day Moving Average - A total of 319 A-shares have broken above the five-day moving average today [1] - The stocks with the largest deviation rates include: - Maiwei Biological with a deviation rate of 12.67%, closing at 28.62 yuan, up 20.00% [2] - Zhuyou Group with a deviation rate of 7.86%, closing at 11.28 yuan, up 10.05% [2] - Zhongfu Industrial with a deviation rate of 7.33%, closing at 4.48 yuan, up 9.80% [2] - Other notable stocks with smaller deviation rates include: - Dongxing Medical, Haipu Rui, and Laobaixing, which have just crossed the five-day moving average [1] Detailed Stock Performance - The following stocks have notable performance metrics: - Jiayou International: 9.97% increase, 10.81 yuan latest price, 7.22% deviation [2] - Jinjing Pharmaceutical: 10.39% increase, 17.00 yuan latest price, 6.70% deviation [2] - Xin Henghui: 12.94% increase, 53.07 yuan latest price, 6.17% deviation [2] - Additional stocks with significant trading activity include: - Hasa Lian: 9.97% increase, 14.45 yuan latest price, 5.89% deviation [2] - Huayang New Materials: 9.97% increase, 6.84 yuan latest price, 5.85% deviation [2]

Market Overview - A-shares showed mixed performance on June 27, with the Shanghai Composite Index down 0.21%, while the Shenzhen Component Index rose 0.85% and the ChiNext Index increased by 1.16% [1] Influential News - Tianfeng International Securities, a subsidiary of Tianfeng Securities, has upgraded its trading license to provide virtual asset trading services, which may reshape the non-bank financial industry [2][4] - The expectation for a Federal Reserve interest rate cut has increased, driven by pressure from President Trump on Chairman Powell [3] - Copper prices have been rising, with Goldman Sachs predicting a peak of approximately $10,050 per ton in August due to tightening supply outside the U.S. [3][5] Hot Sectors 1. **Brokerage Sector** - The brokerage stocks were active, with Tianfeng Securities hitting the daily limit, and other financial and stablecoin concept stocks also rising [4] - The regulatory approval for virtual assets is expected to activate the entire non-bank financial industry chain [4] 2. **Non-ferrous Metals** - Non-ferrous metal stocks surged, with several stocks including Northern Copper and Huayang New Materials hitting the daily limit [5] - The rise in copper prices is attributed to a significant squeeze in the London Metal Exchange (LME) due to reduced inventories and resilient economic activity in China [5] 3. **Xiaomi Automotive Sector** - The Xiaomi automotive sector gained momentum, with stocks like Kaizhong Co. hitting the daily limit following the launch of Xiaomi's first SUV, the Xiaomi YU7, which received nearly 290,000 pre-orders in one hour [6] - The strong order performance indicates market acceptance of high-quality products [6] 4. **Water Conservancy Sector** - The water conservancy construction sector saw gains, with stocks like Hanjian Heishan and Chengbang Co. hitting the daily limit [7][8] - Government initiatives to enhance water safety and infrastructure investment are expected to support growth in this sector [8] Institutional Insights 1. **Shenwan Hongyuan** - The firm anticipates a short-term need for market consolidation but does not expect significant declines, focusing on technology and defensive assets [9] 2. **Orient Securities** - The firm emphasizes the importance of maintaining market stability and expects July's earnings reports to significantly influence stock performance [10] 3. **Everbright Securities** - The firm notes that after consecutive market gains, a lack of new catalysts may lead to a period of index fluctuations and sector rotation [11]

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Group 1 - The board of directors of Maiwei (Shanghai) Biotechnology Co., Ltd. held its 19th meeting of the second session on June 26, 2025, with all 9 directors present, ensuring compliance with legal and regulatory requirements [1][2]. - The board approved a share repurchase plan via centralized bidding, aimed at enhancing investor confidence and promoting the stock price's return to its intrinsic value [1][2]. - The board also approved an exclusive licensing agreement with CALICO LIFE SCIENCES LLC, which aligns with the company's strategic development goals and is expected to positively impact its ongoing operations [2][3]. Group 2 - The board approved a technical licensing agreement for the new drug project involving injectable Agrestin α, which is expected to leverage mutual strengths and resources between the company and its partner, promoting long-term development [3]. - The board agreed to convene the company's first extraordinary general meeting of 2025 for further deliberation on the approved proposals [3].

Core Viewpoint - The company plans to repurchase its shares through a centralized bidding process on the Shanghai Stock Exchange, with a total repurchase amount between RMB 25 million and RMB 50 million, aimed at employee stock ownership plans or equity incentives [1][2][5]. Summary by Sections Repurchase Plan Details - Total repurchase amount: RMB 25 million to RMB 50 million [1][5] - Source of funds: Company’s own funds and/or special loans for stock repurchase [1][12] - Maximum repurchase price: RMB 35.00 per share, not exceeding 150% of the average trading price over the last 30 trading days prior to the board's decision [2][12] - Repurchase method: Centralized bidding on the Shanghai Stock Exchange [1][6] - Repurchase period: Within 12 months from the board's approval [2][6] Purpose and Justification - The repurchase aims to enhance investor confidence, improve shareholder returns, and establish a long-term incentive mechanism for employees [5][12]. - The company believes its stock is undervalued based on its operational performance and future growth potential [8][12]. Shareholder and Management Actions - Major shareholders and management have no plans to reduce their holdings in the next 3 to 6 months [2][14]. - The proposal for the repurchase was initiated by the chairman and CEO, reflecting confidence in the company's future [15]. Financial Impact - The repurchase will not significantly impact the company's operations, finances, or future development, as the funds are manageable within the company's financial structure [13][16]. - The expected number of shares to be repurchased ranges from approximately 71,430 to 142,860 shares, representing 0.18% to 0.36% of the total share capital [5][7]. Regulatory Compliance - The repurchase plan complies with relevant regulations and does not require shareholder approval as it was passed by the board [5][6]. - The company will adjust the repurchase terms if there are changes in regulations during the repurchase period [7][12].

证券代码：688062 证券简称：迈威生物 公告编号：2025-029 迈威（上海）生物科技股份有限公司 关于以集中竞价交易方式回购股份方案的公告 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： 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"） 拟通过上海证券交易所交易系统以集中竞价交易方式回购公司已发行的部分人民 币普通股（A 股）股份。主要内容如下： ● 回购股份金额：本次回购资金总额不低于人民币 2,500 万元（含），不超过 人民币 5,000 万元（含）。 ● 回购股份资金来源：公司自有资金和/或股票回购专项贷款。 ● 回购股份用途：回购的股份拟用于员工持股计划或股权激励。 ● 回购股份价格：不超过人民币 35.00 元/股（含），该价格不高于公司董事会 审议通过回购股份方案决议前 30 个交易日公司股票交易均价的 150%，系公司根 据当前公司良好的运营情况，参考公司股份发行价并结合近期资本市场环境及公 司股价等情况的变化，为切实推进和实施股份回购，并基于对公司未来持续稳定 发 ...

证券代码：688062 证券简称：迈威生物 公告编号：2025-030 迈威（上海）生物科技股份有限公司 关于与 CALICO LIFE SCIENCES LLC 签署独家许可协议的公告 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 协议主要内容：迈威（上海）生物科技股份有限公司（以下简称"公司" 或"迈威生物"）与 CALICO LIFE SCIENCES LLC.（以下简称"CALICO"） 拟就 IL-11 靶向治疗（包括 9MW3811）（以下简称"许可产品"）签署《独家 许可协议》（以下简称"本协议"或"许可协议"）。根据许可协议，迈威生物 独家许可 CALICO 在除大中华区（中国大陆、香港、澳门和台湾）以外的所有 区域内独家开发、生产和商业化许可产品的权利。迈威生物可获得首付款及里程 碑付款，以及按许可产品净销售额计算的阶梯式特许权使用费（以下简称"本次 交易"）。 本次交易未构成关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 本次交易已经公司第二届董事会第十九次会议 ...

证券代码：688062 证券简称：迈威生物 公告编号：2025-033 迈威（上海）生物科技股份有限公司 关于与齐鲁制药有限公司签署 新药项目技术许可协议的公告 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 协议内容摘要： 迈威（上海）生物科技股份有限公司（以下简称"公司"或"迈威生物"） 及公司全资子公司江苏泰康生物医药有限公司（以下简称"泰康生物"）与齐鲁 制药有限公司（以下简称"齐鲁制药"）就上市产品注射用阿格司亭α（包括商 品名为迈粒生®，产品代号：8MW0511）（以下简称"许可产品"）签署《新药 项目技术许可协议》（以下简称"本协议"或"许可协议"）。根据许可协议， 迈威生物独占许可齐鲁制药在大中华区（包括中国大陆、香港、澳门和台湾）内 开发、生产、改进、利用和商业化许可产品的权利。 交易金额：首付款和销售里程碑合计最高达 5 亿元人民币，其中包括一次性 不可退还的首付款 3.8 亿元人民币；以及许可产品净销售额最高两位数百分比的 特许权使用费。 协议生效条件：各方授权代表签字且各方盖章并经公司 ...

本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 迈威（上海）生物科技股份有限公司 关于召开2025年第一次临时股东大会的通知 证券代码：688062 证券简称：迈威生物 公告编号：2025-032 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： 一、 召开会议的基本情况 （一） 股东大会类型和届次 2025年第一次临时股东大会 召开日期时间：2025 年 7 月 21 日 15 点 00 分 召开地点：上海市浦东新区李冰路 576 号创想园 3 号楼 103 会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 7 月 21 日 至2025 年 7 月 21 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者的投 票，应按照《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 ...