Core Viewpoint - Maiwei Biotech has signed an exclusive licensing agreement with CALICO for IL-11 targeted therapy, including 9MW3811, allowing CALICO to develop, produce, and commercialize the product outside Greater China [1] Group 1: Licensing Agreement Details - The agreement grants Maiwei Biotech exclusive rights to license CALICO for the development, production, and commercialization of the product in all regions except Greater China (Mainland China, Hong Kong, Macau, and Taiwan) [1] - Maiwei Biotech will receive an upfront payment and milestone payments, as well as tiered royalties based on net sales of the licensed product [1] Group 2: Product Information - 9MW3811 is a humanized monoclonal antibody developed by Maiwei Biotech that effectively blocks the activation of IL-11 downstream signaling pathways, aiming to treat fibrosis and tumors [1] - The product has received approval for clinical trials in China, Australia, and the United States, with Phase I clinical studies completed in China and Australia [1] Group 3: Financial Aspects - CALICO will pay an upfront non-refundable payment of $25 million to Maiwei Biotech [1] - Additionally, Maiwei Biotech could receive up to $571 million in potential milestone payments related to near-term, development, registration, and commercialization, along with tiered royalties based on net sales of the licensed product [1]

Group 1 - The company will hold a performance briefing for the fiscal year 2024 and the first quarter of 2025 on June 30, 2025, from 10:00 to 11:00 [1] - The briefing will be conducted online via the Value Online platform [1] - Investors can submit questions before the briefing through a designated website or by scanning a QR code [1] Group 2 - Key participants in the briefing will include the Chairman and General Manager, Mr. Liu Datao, and other senior executives [1] - The company aims to provide comprehensive insights into its operational performance and development strategies during the briefing [1] - After the briefing, investors can access the main content and details through the Value Online platform or the Yi Dong app [1]

迈威（上海）生物科技股份有限公司 证券代码：688062 证券简称：迈威生物 公告编号：2025-028 迈威（上海）生物科技股份有限公司 关于召开 2024 年度暨 2025 年第一季度 业绩说明会的公告 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。 重要内容提示： 一、 说明会类型 二、说明会召开的时间、地点和方式 会议召开时间：2025 年 6 月 30 日（星期一）10:00-11:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 三、参加人员 董事长、总经理：刘大涛先生 董事、副总经理、董事会秘书：胡会国先生 副总经理、财务负责人：华俊先生 （如遇特殊情况，参会人员可能进行调整。） 四、投资者参加方式 投 资 者 可 于 2025 年 6 月 30 日 （ 星 期 一 ） 10:00-11:00 通 过 网 址 https://eseb.cn/1pcMJ5oxfry 或使用微信扫描下方小程序码即可进入参与互动交流。 投资者可于 2025 年 06 月 30 日前进行会前提 ...

Investment Rating - The report maintains a "Buy" rating for multiple companies in the pharmaceutical and biotech industry, indicating a positive outlook on their growth potential and market performance [6]. Core Insights - The ASCO conference showcased significant advancements in domestic innovative drugs, highlighting the competitive edge of Chinese pharmaceutical companies in the global market [4][12]. - The report emphasizes the clinical value and market potential of several key drugs presented at ASCO, including promising results from various companies [4][12]. Summary by Relevant Sections Domestic Key Research Overview - BaiLi Tianheng's BL-B01D1 demonstrated a 35.3% confirmed overall response rate (cORR) in patients with non-small cell lung cancer (NSCLC) and small cell lung cancer (SCLC) [18]. - DiZhe Pharmaceutical's DZD6008 achieved over 80% overall response rate (ORR) in heavily treated chronic lymphocytic leukemia (CLL) patients, indicating its potential as a new treatment option [4][12]. - FuHong HanLin's PD-L1 ADC showed excellent performance in immune-resistant squamous NSCLC patients, while HLX22 is expected to redefine first-line treatment for advanced gastric cancer [4][12]. - KeLun BoTai's sac-TMT data confirmed long-term survival benefits in third-line EGFR-mutant NSCLC and first-line triple-negative breast cancer (TNBC) [4][12]. - KangNing JieRui's HER2 bispecific ADC demonstrated comparable efficacy and better safety than existing treatments [4][12]. - MaiWei Biotech's 9MW2821 combined with toripalimab is anticipated to be a strong contender in first-line urothelial carcinoma treatment [4][12]. - SanSheng Pharmaceutical updated data on SSGJ-707 for first-line treatment of wild-type NSCLC, with a significant partnership with Pfizer [4][12]. - XinDa Biotech's IBI363 showed potential in activating "cold" tumors, aiming to become a cornerstone drug in immunotherapy [4][12]. - YaSheng Pharmaceutical's Lisaftoclax achieved positive results in patients resistant to venetoclax, filling a treatment gap in myeloid malignancies [4][12]. - ZhengDa TianQing's "DeFu combination" was selected for LBA, potentially offering a new first-line treatment for PD-L1 positive NSCLC [4][12]. - ZeJing Pharmaceutical and ZaiDing Pharmaceutical presented excellent data on ZG006 and ZL-1310 for late-line SCLC treatment, showcasing the global competitiveness of domestic drugs [4][12].

Group 1: Liquidity and Performance of Sci-Tech Pharmaceutical Index ETF - The Sci-Tech Pharmaceutical Index ETF had a turnover rate of 16.48% during the trading session, with a transaction volume of 37.98 million yuan, indicating active market trading [2] - Over the past week, the average daily transaction volume of the ETF reached 48.92 million yuan, ranking first among comparable funds [2] - In the past year, the ETF's scale increased by 154 million yuan, achieving significant growth and ranking first in new scale among comparable funds [2] - The ETF's shares grew by 130 million units in the past year, also ranking first in new shares among comparable funds [2] - As of June 10, the net value of the ETF increased by 25.51% over the past year [2] - The highest monthly return since inception was 23.29%, with the longest consecutive monthly gains being 4 months and a maximum increase of 21.76% [2] - The average monthly return during the rising months was 8.18%, with a historical one-year profit probability of 69.81% [2] Group 2: Market Trends and Investment Opportunities - The Central Committee of the Communist Party of China and the State Council issued opinions to improve the basic medical insurance drug catalog adjustment mechanism and to develop a commercial health insurance innovative drug catalog [3] - A report from Dongwu Securities indicated that there were 73 oral presentations from China at the 2025 ASCO, marking a historical high, with 89 out of 184 ADC pipeline studies coming from China, accounting for approximately 48.4% of the total [3] - The agency believes that the competitiveness of domestic innovative drugs in the global market is continuously improving, and international investors' confidence in Chinese innovative drug companies is increasing [3] - Domestic innovative drugs are transitioning from "catching up" to "leading," presenting significant investment opportunities [3] - Investors without stock accounts can access the Sci-Tech Biopharmaceutical ETF linked fund (021061) to capitalize on opportunities in the Sci-Tech Board biopharmaceutical sector [3]

Group 1 - The A-share market showed mixed performance on June 10, with the Sci-Tech Innovation Pharmaceutical Index ETF (588700) declining by 0.38% and a trading volume exceeding 30 million yuan [1] - The Sci-Tech Innovation Pharmaceutical Index ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index, which includes 50 large-cap companies in biopharmaceuticals, biomedical engineering, and related sectors [1] - The Chinese government has issued guidelines to improve basic medical insurance and commercial health insurance, aiming to better meet the multi-level medication needs of the public [1] Group 2 - The innovative drug sector has experienced rapid growth in product revenue and external licensing over the past three years, with significant business development (BD) transactions occurring this year [2] - There is a trend of the innovative drug market expanding to the overall sector, with a focus on companies with large product volumes and BD expectations [2]

Summary of Key Points Core Viewpoint - The financing balance of the Sci-Tech Innovation Board (STAR Market) increased by 335 million yuan compared to the previous day, indicating a growing interest in this market segment [1][2]. Financing Balance Overview - As of June 9, the total margin financing balance on the STAR Market reached 153.45 billion yuan, with a daily increase of 338 million yuan [1]. - There are 396 stocks with a financing balance exceeding 100 million yuan, and 18 stocks have a financing balance over 1 billion yuan [1]. Stocks with Significant Financing Inflows - The stocks with the highest net financing inflows include Kingsoft Office, Maiwei Biotech, and Zhuoyi Information, with net inflows of 639.98 million yuan, 624.31 million yuan, and 499.75 million yuan respectively [2]. - The average increase in stock prices for those with net inflows exceeding 10 million yuan was 2.52%, with notable gainers including Rejing Biotech (up 18.15%), Nuocheng Jianhua (up 9.93%), and Guangyun Technology (up 9.89%) [2]. Sector Preferences - Investors showed a preference for stocks in the pharmaceutical, electronics, and computer sectors, with 17, 11, and 5 stocks respectively being favored [2]. - The average ratio of financing balance to market capitalization for these stocks is 3.48%, with Maiwei Biotech having the highest ratio at 6.84% [2]. Notable Stock Performances - Kingsoft Office had a financing balance of 1.206 billion yuan, increasing by 639.98 million yuan, and its stock price rose by 2.33% [2]. - Other notable stocks with significant financing balances and price movements include Maiwei Biotech (up 0.04%), Zhuoyi Information (up 8.93%), and Mai Xinlin (up 9.25%) [2][3].

Core Viewpoint - A total of 11 listed companies announced share buybacks or increases in shareholdings this week, with notable commitments for special loans to facilitate these actions [1][2]. Group 1: Companies Announcing Buybacks - Longbai Group plans to repurchase shares worth between 500 million to 1 billion yuan, with loans not exceeding 900 million yuan [2]. - BOE Technology Group received a commitment for an 1.8 billion yuan special loan for stock repurchase [1][2]. - Changhong Meiling obtained a commitment letter for a special loan not exceeding 270 million yuan for stock repurchase [2]. - Shandong Road and Bridge received a commitment letter for a special loan not exceeding 90 million yuan for stock repurchase [2]. - Jianghan New Materials obtained a commitment letter for a special loan not exceeding 360 million yuan for stock repurchase [2]. - Maiwei Bio's chairman proposed a buyback using 25 million to 50 million yuan of self-owned funds and/or a special loan [2]. - Jiahua Energy received a commitment letter for a special loan not exceeding 540 million yuan for stock repurchase [2]. - Goodway plans to repurchase shares worth between 100 million to 150 million yuan and has obtained a loan commitment from CITIC Bank [2]. - Yanshan Technology plans to repurchase shares worth between 40 million to 60 million yuan, with loans not exceeding 50 million yuan [2]. Group 2: Companies Announcing Shareholding Increases - Xinhua Medical's controlling shareholder obtained a commitment for a special loan not exceeding 180 million yuan for shareholding increase [2]. - Hainan Development's controlling shareholder, Hainan Holdings, received a commitment for a special loan not exceeding 153 million yuan for shareholding increase [2].

本周关注点 交易信息汇总：迈威生物因收盘价格涨幅达到15%首次上榜龙虎榜 公司公告汇总：董事长提议回购股份，金额不低于2500万元不超过5000万元 交易信息汇总 迈威（上海）生物科技股份有限公司于2025年6月4日收到公司董事长、总经理刘大涛先生提交的关于提 议公司回购股份的函。提议内容包括：回购股份种类为公司已发行的人民币普通股（A股），用途为未 来全部用于员工持股计划或股权激励；回购方式为通过上海证券交易所交易系统以集中竞价交易方式进 行；回购资金总额不低于人民币2500万元（含），不超过人民币5000万元（含），资金来源为自有资金 和/或股票回购专项贷款；回购价格不超过人民币35.00元/股（含）；回购期限为自公司董事会审议通过 本次回购方案之日起12个月内。刘大涛先生在提议前6个月内不存在买卖本公司股份的情况，在本次回 购期间暂无增减持公司股份计划。刘大涛先生承诺将推动公司尽快召开董事会审议回购股份事项，并在 董事会上投赞成票。公司将尽快制定合理可行的回购股份方案，履行审批程序并及时披露信息。上述回 购事项尚存在不确定性，敬请投资者注意投资风险。 截至2025年6月6日收盘，迈威生物（688062） ...

迈威生物6月6日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 沪股通专用 | 3688.06 | | 机构专用 | 2173.64 | | 机构专用 | 2086.78 | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 1955.79 | | 海通证券股份有限公司汕头中山中路证券营业部 | 1769.51 | | 卖出营业部名称 | 卖出金额(万元) | | 民生证券股份有限公司信阳新五大道证券营业部 | 2272.68 | | 沪股通专用 | 1921.88 | | 海通证券股份有限公司深圳红岭北路证券营业部 | 1597.03 | | 中信证券股份有限公司上海分公司 | 1308.04 | | 国元证券股份有限公司芜湖文化路证券营业部 | 1156.87 | 6月6日迈威生物（688062）收盘价27.90元，收盘上涨17.67%，全天换手率13.06%，振幅21.65%，成交 额6.92亿元。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。 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1.99亿元， 其中，买入成交额为1.1 ...