股东向特定机构投资者询价转让股份的核查报告 中国国际金融股份有限公司 关于科兴生物制药股份有限公司 中国国际金融股份有限公司（以下简称"中金公司""组织券商"）受科兴生物 制药股份有限公司（以下简称"科兴制药""公司""上市公司"）股东深圳科益医 药控股有限公司（以下简称"深圳科益""出让方"）委托，组织实施本次科兴制药 股东向特定机构投资者询价转让（以下简称"本次询价转让"）。 经核查，中金公司就本次询价转让的出让方、受让方是否符合《上海证券交易所 科创板上市公司自律监管指引第 4 号——询价转让和配售》（以下简称"《询价转让 和配售指引》"）要求，本次询价转让的询价、转让过程与结果是否公平、公正，是 否符合《询价转让和配售指引》的规定作出如下报告说明。 一、本次询价转让概述 （一）本次询价转让出让方 截至2025年7月30日，出让方所持公司股份的数量、比例情况如下： | 出让方名称 | 截至2025年7月30日收盘持股数量（股） | 持股比例 | | --- | --- | --- | | 深圳科益 | 125,789,147 | 62.50% | （二）本次询价转让数量 本次拟询价转让股数上限为 6,0 ...

Group 1 - The core point of the article is that Sinovac Biotech has reached an agreement with Chongqing Zhifei Biological Products Co., Ltd. for the commercialization rights of a new drug, Anladiwei tablets, in Macau [1] - Anladiwei tablets are the world's first innovative drug targeting the PB2 protein of the RNA polymerase of the influenza A virus [1] - This development represents a significant breakthrough for domestic drugs in the antiviral field [1]

Group 1 - The A-share market is experiencing a significant increase in share buybacks, with 387 companies disclosing buyback progress since July, involving a total amount of 602.42 billion yuan [1][2] - Among the companies implementing buybacks, 246 have received special loans to support these actions, accounting for over 60% of the total [1][4] - Leading companies in buyback amounts include Kweichow Moutai, which has repurchased shares worth 5.301 billion yuan, and others like Muyuan Foods and Midea Group, each exceeding 1 billion yuan in buybacks [2][4] Group 2 - Kweichow Moutai's buyback plan, initially announced in September 2022, aims to reduce registered capital, with a total of 345.17 million shares repurchased, representing 0.2748% of its total share capital [2][3] - Muyuan Foods has repurchased 53.63 million shares for a total of 2.16 billion yuan, with a buyback price range between 36.16 yuan and 46.20 yuan per share [4][5] - Chip Original Co. completed its buyback plan within a week of announcing it, spending approximately 24.83 million yuan to repurchase 287,000 shares [3] Group 3 - The sectors most active in share buybacks include biopharmaceuticals, electronics, power equipment, and machinery, with each sector having over 30 companies participating and total buyback amounts exceeding 3 billion yuan [3] - Since the launch of the special loan program for buybacks, 653 companies have received support, with a total loan limit of 1,418.17 billion yuan, of which 894.21 billion yuan is allocated for share buybacks [4][5] - Companies like CAE Technology and Shandong Road and Bridge have also quickly completed their buyback plans after securing special loans [6]

Group 1: Pharmaceutical Regulations - Starting from August 1, all retail pharmacies in Foshan will implement a real-name registration system for the sale of 47 key controlled drugs, primarily for treating symptoms of Chikungunya fever [1] - The list of controlled drugs includes common medications such as Ibuprofen, Compound Cold Medicine, and Lianhua Qingwen capsules [1] Group 2: Clinical Trials and Drug Approvals - Kangning Jereh's innovative drug JSKN022, a PD-L1/αvβ6 dual-specific antibody drug conjugate, has received acceptance for clinical trial application from the National Medical Products Administration [3] - Yipin Hong's innovative drug APH03621 for endometriosis treatment has also received clinical trial registration acceptance from the National Medical Products Administration [5] - Lianhua Pharmaceutical's subsidiary has passed the consistency evaluation for the generic drug Lincomycin Hydrochloride Injection [4] Group 3: Financial Performance - China Resources Medical expects a profit decline of 20% to 25% for the first half of the year, with a significant drop of 55% to 60% when excluding one-time gains [6] - Zhenghai Bio reported a net profit of 46.49 million yuan for the first half of 2025, a decrease of 45.97% year-on-year, with revenue of 188 million yuan, down 5.14% [8] Group 4: Corporate Actions - Kexing Bio has spent 47.38 million yuan to repurchase 1.27 million shares, representing 0.63% of its total share capital [8] - WuXi AppTec has repurchased 6.51 million A-shares for a total of 497 million yuan [10] - Tian Tan Bio has decided to abandon the acquisition opportunity of Pailin Bio due to potential competition with its core business [9] Group 5: Industry Developments - Significant progress has been made in HIV vaccine research in China, with the completion of the first phase clinical trial for a replicating Tian Tan smallpox vaccine carrier HIV vaccine [11][13] - Sanofi announced the discontinuation of its PCSK9 inhibitor drug Alirocumab in China due to global supply issues and a strategic shift in its cardiovascular product line [12]

Core Viewpoint - The A-share market is experiencing a significant increase in share buybacks, with over 387 companies disclosing buyback progress since July, totaling 602.42 billion yuan in value [1][3]. Group 1: Buyback Activity - As of August 4, 2023, 387 A-share companies have reported buyback progress, with a total amount of 602.42 billion yuan involved [1]. - Among the companies that have implemented buybacks, 246 have received special loans for buybacks, accounting for over 60% [1][3]. - Guizhou Moutai leads in buyback amounts, having repurchased shares worth 5.301 billion yuan, representing 0.2748% of its total share capital [1]. Group 2: Industry Participation - The most active sectors in share buybacks include biopharmaceuticals, electronics, power equipment, and machinery, each with over 30 companies participating and a total buyback amount exceeding 30 billion yuan [3]. - Companies like Sany Heavy Industry and Midea Group have also reported significant buyback amounts, with Sany having repurchased shares worth 1.355 billion yuan [2]. Group 3: Loan Utilization - Since the launch of the buyback loan program, 653 companies have received support, with a total loan limit of 1,418.17 billion yuan, of which 894.21 billion yuan is allocated for share buybacks [3]. - Companies such as Muyuan Foods and BOE Technology have secured substantial buyback loan limits exceeding 1 billion yuan [3]. - The rapid implementation of buybacks is often facilitated by special loans, as seen with companies like Kailong High-Tech, which quickly completed its buyback after securing a loan [4].

（文章来源：证券日报） 证券日报网讯 8月4日晚间，科兴制药发布公告称，截至2025年7月31日，公司通过上海证券交易所交易 系统以集中竞价交易方式已累计回购公司股份1，269，333股，占公司目前总股本的比例为0.63%。 ...

证券代码：688136 证券简称：科兴制药 公告编号：2025-056 科兴生物制药股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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： | 回购方案首次披露日 | 2025/3/19 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2025 3 3 | 17 | 日~2026 | 年 | 月 | 16 | 日 | | 预计回购金额 | 3,000万元~6,000万元 | | | | | | | | | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | 回购用途 | □用于转换公司可转债 | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | 累计已回购股数 | 1,269,333股 | | | | | | | | 累计已回购股数占总股本比例 | 0.63% | | | | | ...

Group 1 - The core point of the article is that Sinovac Biotech has announced a share buyback program, having repurchased approximately 1.27 million shares, which represents 0.63% of its total share capital, with a total expenditure of approximately RMB 47.38 million [2] - The highest price for the repurchased shares was RMB 43.5 per share, while the lowest price was RMB 23.14 per share [2] - For the year 2024, the revenue composition of Sinovac Biotech is reported to be 99.59% from pharmaceutical manufacturing, 0.25% from other businesses, and 0.16% from other sources [2]

格隆汇8月4日丨科兴制药(688136.SH)公布，截至2025年7月31日，公司通过上海证券交易所交易系统以 集中竞价交易方式已累计回购公司股份1,269,333股，占公司目前总股本比例为0.63%，回购成交的最高 价为43.50元/股，最低价为23.14元/股，支付的资金总额为人民币4,738.19万元（不含交易佣金等费 用）。 ...

Group 1 - The animal vaccine sector experienced a decline of 0.39% as of the market close on August 4, ranking among the top losers in concept sectors [1][2] - Within the animal vaccine sector, notable declines were observed in stocks such as Kexing Pharmaceutical, Shenlian Biological, and Kanghua Biological, while 11 stocks saw price increases, with notable gains from Biological Shares, Jinhai Biological, and Weilan Biological, which rose by 2.70%, 2.51%, and 2.10% respectively [1][2] - The animal vaccine sector faced a net outflow of 45 million yuan in principal funds today, with 14 stocks experiencing net outflows, led by Kanghua Biological with a net outflow of 34.6 million yuan [2][3] Group 2 - The top gainers in the concept sectors today included the military equipment restructuring concept, which rose by 5.68%, and military-civilian integration, which increased by 3.53% [2] - The stocks with the highest net inflows in the animal vaccine sector included Jinhai Biological, Guoyao Modern, and Biological Shares, with net inflows of 53.99 million yuan, 11.44 million yuan, and 9.32 million yuan respectively [2][3] - The stock Kanghua Biological had a trading volume turnover rate of 6.20% and a price drop of 2.67%, indicating significant trading activity despite the decline [3]