6月27日迈威生物（688062）收盘价28.62元，收盘涨停，全天换手率14.51%，振幅8.82%，成交额8.27 亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 资金流向方面，该股今日全天主力资金净流入1.02亿元。（数据宝） 迈威生物6月27日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 沪股通专用 | 6557.09 | | 国泰海通证券股份有限公司总部 | 3847.91 | | 机构专用 | 3147.53 | | 华泰证券股份有限公司总部 | 2709.13 | | 华鑫证券有限责任公司上海云锦路证券营业部 | 2020.98 | | 卖出营业部名称 | 卖出金额(万元) | | 沪股通专用 | 2873.92 | | 海通证券股份有限公司深圳红岭北路证券营业部 | 1934.93 | | 机构专用 | 1511.47 | | 国投证券股份有限公司北京阜成门证券营业部 | 1123.11 | | 国泰海通证券股份有限公司南京金融城证券营业部 | 916.84 | 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.66亿元， ...

Core Viewpoint - The recent large-scale business development (BD) transactions in the biopharmaceutical industry have sparked market enthusiasm and investor anticipation for future significant deals [1][2]. Group 1: BD Transactions - Maiwei Biotech (688062.SH) disclosed two BD transactions on June 27, with a total upfront payment of 559 million yuan and a potential total transaction value of 4.6 billion yuan [1]. - The first transaction involves an exclusive licensing agreement with Calico Life Sciences for the IL-11 targeted therapy 9MW3811, which includes an upfront payment of $25 million (approximately 179 million yuan) and potential milestone payments of up to $571 million (approximately 4.1 billion yuan) [3][4]. - The second transaction is a licensing agreement with Qilu Pharmaceutical for the injection of Agrelistat α, with a total transaction value of up to 500 million yuan, including an upfront payment of 380 million yuan [5][6]. Group 2: Financial Performance and Strategy - Maiwei Biotech aims to achieve profitability and balance its financials, emphasizing the importance of increasing commercial sales revenue and advancing its innovative products for both domestic and international markets [3][8]. - The company reported revenues of 27.73 million yuan in 2022, 128 million yuan in 2023, and 200 million yuan in 2024, with significant year-on-year growth rates [7]. - Despite revenue growth, the company faced cumulative losses of 3.053 billion yuan due to high R&D expenditures, leading to a cash flow challenge with 1.073 billion yuan in short-term loans [8]. Group 3: Market Outlook and Industry Trends - The BD transactions are seen as a crucial cash flow supplement for innovative drug companies, with industry analysts noting a trend of leading companies moving towards profitability [9]. - The international capital market is beginning to reassess the value of Chinese innovative drugs, supported by favorable policies and a more diversified payment system for market expansion [10]. - The successful execution of BD transactions and the advancement of clinical pipelines will be critical for Maiwei Biotech's long-term positioning in the global value chain of innovative drugs [10].

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 ...