博瑞医药公告，公司拟以2000万元认购苏州极客基因科技有限公司新增注册资本，增资后将取得极客基 因4.1667%股权。此次交易构成关联交易，未构成重大资产重组。 ...

A股创新药概念再度活跃，奥赛康封板涨停，博瑞医药、睿智医药涨超10%，海思科、长春高新、微芯 生物、舒泰神等跟涨。 ...

Core Viewpoint - The performance of the Sci-Tech Innovation Pharmaceutical Index ETF has shown significant growth in both trading volume and scale, indicating strong investor interest and confidence in the sector [3][5][6]. Liquidity - The Sci-Tech Innovation Pharmaceutical Index ETF had an intraday turnover of 9.12%, with a transaction volume of 20.17 million yuan. Over the past week, the average daily transaction volume reached 50.98 million yuan, ranking first among comparable funds [3]. Scale - In the past year, the Sci-Tech Innovation Pharmaceutical Index ETF's scale increased by 143 million yuan, achieving notable growth and ranking first among comparable funds [3]. Shares - The ETF's shares grew by 120 million in the past year, also ranking first among comparable funds [3]. Top Holdings - As of May 30, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index accounted for 51.6% of the total weight. The leading stocks include: - United Imaging Healthcare (8.97%) - BeiGene (7.05%) - Huaitai Medical (5.85%) - Aierx (4.91%) - Baillie Tianheng (4.77%) - Zai Lab (4.75%) - BGI Genomics (4.17%) - Junshi Biosciences (4.15%) - Aibo Medical (3.33%) - Teva Biopharma (3.25%) [5]. Market Response - Following the American Society of Clinical Oncology (ASCO) annual meeting, there has been a positive market response, highlighting the competitiveness and innovation of Chinese pharmaceutical companies in new drug development [5][6]. Innovation Pipeline - The proportion of domestic companies' innovative drug data presented at ASCO has been increasing, with 73 studies selected for oral presentations in 2025, indicating a strong focus on innovation within the industry [6]. Investment Opportunities - Investors without stock accounts can access opportunities in the Sci-Tech Innovation Board biopharmaceutical sector through the Sci-Tech Biopharmaceutical ETF linked fund (021061) [6].

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 company, BrightGene Bio-Medical Technology Co., Ltd., issued convertible bonds totaling RMB 465 million, with a net fundraising amount of RMB 456.83 million after deducting issuance costs [3][18]. - The bonds have a maturity period of six years, from January 4, 2022, to January 3, 2028, with a face value of RMB 100 per bond [3][4]. - The coupon rates for the bonds are structured to increase over the years, starting at 0.4% in the first year and reaching 3% in the sixth year [3][4]. Group 2 - The company reported a revenue of RMB 1.28 billion for the fiscal year 2024, representing an 8.74% increase from the previous year [17]. - The net profit attributable to shareholders decreased by 3.12% to RMB 180.51 million, primarily due to increased R&D expenses [17]. - The company’s total assets increased by 2.63% to RMB 5.16 billion, indicating stable growth in its financial position [17]. Group 3 - The company focuses on innovative pharmaceutical development, emphasizing original drugs and complex formulations to meet unmet clinical needs globally [15][16]. - Key therapeutic areas include antiviral, antifungal, immunosuppressive, respiratory, oncology, and metabolic diseases, with core products in each category [16]. - The company has a strong commitment to R&D, with R&D expenses increasing by 19.65% year-on-year, reflecting its strategy of being research-driven [17]. Group 4 - The bonds are rated AA- by Dongfang Jincheng International Credit Rating Co., Ltd., with a stable outlook, indicating a strong credit profile [5][21]. - The company has established a dedicated fund management system to ensure the proper use of raised funds, adhering to regulatory requirements [20]. - The company has not experienced any defaults on bond repayments, demonstrating a stable repayment capability [21].

证券代码：688166 债券代码：118004 证券简称：博瑞医药 债券简称：博瑞转债 博瑞生物医药（苏州）股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2024年度） 债券受托管理人 （中国（上海）自由贸易试验区浦明路 8 号） 二〇二五年六月 重要声明 本报告依据《可转换公司债券管理办法》（以下简称"《管理办法》"）、 《博瑞生物医药（苏州）股份有限公司（发行人）与民生证券股份有限公司（受 托管理人）签订的科创板向不特定对象发行可转换公司债券之受托管理协议》 （以下简称"《受托管理协议》"）、《博瑞生物医药（苏州）股份有限公司向不 特定对象发行可转换公司债券募集说明书》（以下简称"《可转债募集说明 书》"）、《博瑞生物医药（苏州）股份有限公司2024年年度报告》等相关公开 信息披露文件、第三方中介机构出具的专业意见等，由本次债券受托管理人民生 证券股份有限公司（以下简称"民生证券"）编制。民生证券对本报告中所包含 的从上述文件中引述内容和信息未进行独立验证，也不就该等引述内容和信息的 真实性、准确性和完整性做出任何保证或承担任何责任。 本报告不构成对投资者进行或不进行某项行为的推荐意见 ...

Group 1 - The company has announced a cash dividend distribution plan for the year 2024, approving a distribution of 0.96 yuan per 10 shares to all shareholders [2] - The dividend distribution will not include capital reserve transfers or bonus shares, and any changes in the total share capital before the distribution date will lead to adjustments in the total distribution amount [2] - The company will adjust the conversion price of "Bright Convertible Bonds" in accordance with the relevant regulations after the implementation of the dividend distribution plan [2] Group 2 - The trading of "Bright Convertible Bonds" will be suspended from June 12, 2025, until the equity distribution registration date, with resumption of trading on the first trading day after the registration date [3] - The company will disclose the implementation announcement of the equity distribution, the adjustment of the conversion price for "Bright Convertible Bonds," and the total cash dividend amount on June 13, 2025 [3] - Holders of convertible bonds wishing to enjoy the dividend distribution must convert their bonds before June 11, 2025 [3]

证券代码：688166 证券简称：博瑞医药 公告编号：2025-033 重要内容提示： 证券停复牌情况：适用 因实施 2024 年年度权益分派, 博瑞生物医药（苏州）股份有限公司（以下简 称"公司"）的相关证券停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 118004 | 博瑞转债 | 可转债转股停牌 | 2025/6/12 | | | | 转债代码：118004 转债简称：博瑞转债 博瑞生物医药（苏州）股份有限公司 关于实施 2024 年年度权益分派时 "博瑞转债"停止转股的提示性公告 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。 二、本次权益分派方案实施时停止转股的安排 （一）公司将于 2025 年 6 月 13 日在上海证券交易所网站（www.sse.com.cn） 及指定媒体上披露权益分派实施公告、"博瑞转债"转股价格调整公告和调整 2024 年度利 ...

Group 1 - The A-share market saw a positive trend with the Shanghai Stock Exchange Science and Technology Innovation Board Biopharmaceutical Index rising by 1.95% as of the report time [1] - The Science and Technology Innovation Medicine Index ETF (588700) increased by 2.18%, with a turnover rate of 8.76% and a transaction volume exceeding 23.75 million [1] - Among the constituent stocks, Yifang Biotechnology-U surged over 12%, Borui Pharmaceutical rose over 8%, and Microchip Biotech increased over 7% [1] Group 2 - According to Industrial Securities, the innovative drug sector's prosperity is expected to be sustainable, with "innovation + internationalization" remaining the core direction of the pharmaceutical sector [2] - The report highlights that the innovative drug industry chain's fundamentals are beginning to improve, with overseas orders and performance starting to recover [2] - The demand in the domestic market is anticipated to rebound by 2025, with potential recovery in the consumption medical field, including medical services and OTC traditional Chinese medicine [2]

截至2025年5月29日 10:05，上证科创板100指数(000698)强势上涨1.63%，成分股博瑞医药(688166)上涨9.66%，智翔金泰(688443)上涨6.57%，三生国健 (688336)上涨6.04%，安路科技(688107)，泽璟制药(688266)等个股跟涨。科创100指数ETF(588030)上涨1.60%，最新价报0.95元。流动性方面，科创100指数 ETF盘中换手1.16%，成交7155.68万元。拉长时间看，截至5月28日，科创100指数ETF近1年日均成交4.24亿元，排名可比基金第一。 华福证券认为"量变引起质变"是最朴素的真理，中国创新药已经从模仿到快速跟随到源头创新。从BD交易金额来看：2025年初至今创新药出海交易总金额 已达455亿美元，首付款已达22亿美金，25全年有望创新高。从产业和公司发展周期的角度去看：新药放量+Biotech逐步减亏盈利+重磅BD频出催化的年初 至今的创新药大行情已经说明了中国创新药完成了0-1的过程，正在走向1-10国际化的快速发展过程中，未来中国创新药出海交易仍然值得期待。从药品研 发周期的角度：目前绝大部分国内出海的创新药在美国处于 ...