2024年1至12月份，迈威生物的营业收入构成为：医药制造行业占比99.92%，其他业务占比0.08%。 每经AI快讯，迈威生物（SH 688062，收盘价：39.45元）12月23日晚间发布公告称，2025年12月23日， 公司完成回购，已实际回购公司股份约119万股，占公司总股本的比例为0.3%，回购最高价格为58.02 元/股，回购最低价格为37.48元/股，回购均价为41.93元/股，支付的资金总额为人民币4999.45万元。 每经头条（nbdtoutiao）——地产"优等生"受困20亿元到期债务，首次债务展期仍在博弈，明年还有超 百亿元公开债到期 （记者 王晓波） 截至发稿，迈威生物市值为158亿元。 ...

迈威（上海）生物科技股份有限公司 关于股份回购实施结果的公告 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。 证券代码：688062 证券简称：迈威生物 公告编号：2025-078 重要内容提示： | 回购方案首次披露日 | 2025/6/27 | | | | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 6 月 26 日~2026 6 月 | 年 | 25 日 | | 预计回购金额 | 2,500万元~5,000万元 | | | | 回购价格上限 | 66.46元/股 | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | □用于转换公司可转债 | | | | | □为维护公司价值及股东权益 | | | | 实际回购股数 | 119.24万股 | | | | 实际回购股数占总股本比例 | 0.30% | | | | 实际回购金额 | 4,999.45万元 | | | | 实际回购价格区间 | 37.48元/股~58.02元/股 | | | 一、 ...

迈威生物公告，近日，公司收到美国食品药品监督管理局（FDA）签发的《临床研究继续进行通知书》 （Study May Proceed Notification），9MW1911注射液临床试验申请正式获得FDA许可。 ...

Group 1 - The central economic work conference emphasized that the long-term supportive conditions and basic trends of China's economy remain unchanged, urging confidence and the need to leverage advantages while addressing challenges to maintain economic stability and growth [2] - The pharmaceutical industry is highlighted as a key area for innovation, with a significant increase in the approval of innovative drugs, reaching 48 new class 1 innovative drugs in 2024, which is over five times the number approved in 2018 [2] - The biopharmaceutical sector is recognized as a long-term supported industry with characteristics such as long R&D cycles and high investment, and it has been designated as a key development area during the 14th Five-Year Plan [2] Group 2 - Liu Dato, Chairman and CEO of Maiwei Biotech, noted that the focus on new productive forces in the 14th Five-Year Plan and the recent conference's emphasis on innovation-driven growth have elevated the strategic importance of innovation, boosting industry confidence [3] - Source innovation is identified as the core competitiveness of biopharmaceutical companies, with Maiwei Biotech having developed several globally competitive innovative products [3] - The company aims to establish sustainable innovation capabilities by enhancing its technology platform and integrating AI technology into its R&D processes, which is expected to expand into more fields with technological advancements [3] Group 3 - The domestic biopharmaceutical industry has made significant progress over the past decade due to continuous innovation, although there is still room for improvement in basic research compared to developed countries [4] - Maiwei Biotech plans to continue focusing on source innovation and enhancing its capabilities in target innovation and technology innovation, aiming to promote the transformation of innovative results and improve global competitiveness [4]

Core Insights - The pharmaceutical industry is experiencing a surge in innovative products, with clear domestic demand and significant potential for international expansion [4][14][25] - Investment opportunities are concentrated in innovative drugs and their supply chains, with a notable performance from CRO/CMO and chemical pharmaceuticals [9][15][17] - The report emphasizes the importance of innovation as the primary solution to industry challenges, driven by stable demand and supportive policies [26][32][41] Industry Overview - The pharmaceutical sector has faced revenue declines, with a 0.9% year-on-year decrease in revenue for the first three quarters of 2025, and net profit down by 2.2% [15][16] - The innovative drug sector has outperformed, with CRO/CMO and chemical pharmaceuticals showing net profit growth of 31.0% and 16.6% respectively [17][18] - The overall market is characterized by low fund holdings and historical valuation bottoms, indicating high investment value [20][25] Demand and Payment Dynamics - The demand for healthcare services is steadily increasing, with a projected 5% growth in total medical visits and hospital admissions in 2024 [26][28] - The aging population is expected to drive long-term demand, with 220 million people aged 65 and above by 2050 [28][30] - The medical insurance fund's income growth has outpaced expenditure growth, leading to a significant increase in fund reserves [32][36] Financing and Market Trends - The IPO market for healthcare has rebounded, with 28 IPOs in the first three quarters of 2025, a 100% increase from the previous year [42][43] - License-out transactions have surged, with transaction numbers increasing by 41% and total amounts reaching $92 billion, indicating a robust market for innovative drug licensing [48][50] - The number of IND applications and new clinical trials for innovative drugs has been steadily increasing, with a notable rise in NDA approvals [53][57] Technological Advancements - The report highlights the emergence of new technologies such as ADC and small nucleic acids, with domestic companies leading in these areas [60] - The focus on dual antibodies and GLP-1 drugs is expected to drive significant growth, with multiple development directions emerging [9][60] - The report notes that domestic companies are increasingly recognized for their innovative capabilities, particularly in the ADC space [60]

Core Viewpoint - Maiwei Biotech, a company listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board in 2022, has grown into a billion-dollar enterprise with 15 key products in various stages of clinical development and a research team of nearly 400 people [1] Group 1: Company Overview - Maiwei Biotech has developed two first-in-class drugs, positioning itself among the top tier of the global biopharmaceutical industry [1] - The company has not yet achieved profitability but has effectively addressed critical pain points in research and development [1] Group 2: Industry Context - A total of 22 biopharmaceutical companies, including Maiwei Biotech, have adopted the fifth set of listing standards on the Sci-Tech Innovation Board, with cumulative R&D investments exceeding 70 billion yuan over the past three years [1] - The Sci-Tech Innovation Board is facilitating significant R&D investments from innovative drug companies, which are substantially higher than the average level in the sector [1] - Through institutional innovation, capital injection, and supportive measures, the Sci-Tech Innovation Board is helping biopharmaceutical companies overcome challenges related to long R&D cycles, high investment costs, and slow profitability, enabling a leap from R&D to commercialization and from local to global markets [1]

| 议案二、关于修订部分公司治理制度的议案 8 | | --- | 迈威（上海）生物科技股份有限公司 2025 年第三次临时股东大会会议资料 2025 年 12 月 迈威（上海）生物科技股份有限公司 2025 年第三次临时股东大会会议须知 为了维护全体股东的合法权益，保证股东在迈威（上海）生物科技股份有 限公司（以下简称"公司"）依法行使股东权利，确保 2025 年第三次临时股东 大会会议的正常秩序和议事效率，根据《中华人民共和国公司法》（以下简称 "《公司法》"）《中华人民共和国证券法》（以下简称"《证券法》"）、 中国证券监督管理委员会（以下简称"中国证监会"）《上市公司股东会规则》 以及《迈威（上海）生物科技股份有限公司公司章程》（以下简称"《公司章 程》"）《迈威（上海）生物科技股份有限公司股东大会议事规则》等有关规 定，特制定本须知，请全体出席股东大会的人员自觉遵守。 一、 为确认出席大会的股东或代理人或其他出席者的出席资格，会议工作 人员将对出席会议者的身份进行必要的核对工作，请被核对者予以配合。 二、 经公司审核后符合参加本次股东大会条件的股东（含股东代理人）、 董事、监事、高级管理人员及其他出 ...

迈威（上海）生物科技股份有限公司 2025 年第三次临时股东大会会议资料 2025 年 12 月 | 议案二、关于修订部分公司治理制度的议案 8 | | --- | 迈威（上海）生物科技股份有限公司 2025 年第三次临时股东大会会议须知 为了维护全体股东的合法权益，保证股东在迈威（上海）生物科技股份有 限公司（以下简称"公司"）依法行使股东权利，确保 2025 年第三次临时股东 大会会议的正常秩序和议事效率，根据《中华人民共和国公司法》（以下简称 "《公司法》"）《中华人民共和国证券法》（以下简称"《证券法》"）、 中国证券监督管理委员会（以下简称"中国证监会"）《上市公司股东会规则》 以及《迈威（上海）生物科技股份有限公司公司章程》（以下简称"《公司章 程》"）《迈威（上海）生物科技股份有限公司股东大会议事规则》等有关规 定，特制定本须知，请全体出席股东大会的人员自觉遵守。 一、 为确认出席大会的股东或代理人或其他出席者的出席资格，会议工作 人员将对出席会议者的身份进行必要的核对工作，请被核对者予以配合。 二、 经公司审核后符合参加本次股东大会条件的股东（含股东代理人）、 董事、监事、高级管理人员及其他出 ...

Group 1 - The A-share market experienced fluctuations with the innovative drug sector showing a rebound before retreating, as evidenced by the performance of the Science and Technology Innovation Drug ETF Huatai (589120) which was flat after initially rising over 1% [1] - The Science and Technology Innovation Drug ETF Huatai (589120) has seen net inflows exceeding 9.39 million yuan over the past five days, with funds entering the market intermittently [1] - The component stocks of the ETF showed mixed performance, with stocks like Ailisi and Baili Tianheng rising over 1%, while others like Maiwei Biology fell over 2% [3][4] Group 2 - The 2025 National Basic Medical Insurance Drug Directory has been adjusted, adding 114 new drugs, including 50 first-class innovative drugs, which reflects ongoing support for innovation in the pharmaceutical sector [5][6] - The adjustment of the drug directory aims to encourage innovation while ensuring basic healthcare needs, with a focus on "true innovation" and "differentiated innovation" [6] - The commercial insurance directory has included 19 drugs, including CAR-T and treatments for Alzheimer's disease, indicating a significant step towards expanding commercial medical insurance in China [6] Group 3 - The innovative drug sector is expected to maintain a high level of activity, with a focus on "data validation" and "value reassessment" as key investment themes [6][7] - The industry is entering an internationalization phase, with business development (BD) becoming a regular practice, and the verification of global product value being crucial for future growth [7] - The Science and Technology Innovation Drug ETF Huatai (589120) focuses on leading innovative drug companies, providing a higher degree of exposure to the opportunities presented by the rise of innovative drugs in China [7]

（文章来源：证券日报） 12月8日晚间，迈威生物发布公告称，截至2025年12月7日，公司已将前次用于临时补充流动资金的闲置 募集资金全部归还至募集资金专用账户，并将上述募集资金的归还情况通知了保荐机构及保荐代表人。 公司于2025年12月8日召开第二届董事会第二十六次会议、第二届监事会第二十一次会议，审议通过了 《关于使用部分闲置募集资金临时补充流动资金的议案》，同意公司继续使用额度不超过人民币80， 000.00万元（含本数）的闲置募集资金临时补充流动资金，用于与公司主营业务相关的生产经营。使用 期限自公司董事会审议通过之日起不超过12个月。 ...