Policy Developments - The National Healthcare Security Administration reported that the basic medical insurance coverage rate in China remains stable at over 95%, with 1.32662 billion people insured by the end of 2024 [2] - The total income of the national basic medical insurance fund for 2024 is projected to be CNY 34,913.37 billion, while total expenditures are expected to be CNY 29,764.03 billion, resulting in a current balance of CNY 4,639.17 billion [2] - Since the establishment of the National Healthcare Security Administration in 2018, 835 new drugs have been added to the medical insurance drug list, with over 5,400 million CNY in sales from newly negotiated drugs between 2018 and 2024 [2] Drug and Device Approvals - Bayer's non-hormonal drug elinzanetant has been approved by the UK Medicines and Healthcare products Regulatory Agency for treating moderate to severe vasomotor symptoms related to menopause [5] - Innovent Biologics' new BCL2 inhibitor mesutoclax has received FDA approval to commence clinical trials for treating myeloid malignancies, including acute myeloid leukemia and myelodysplastic syndromes [6] - Tianyu Co., Ltd.'s subsidiary has passed the review for ezetimibe raw materials by the National Medical Products Administration, pending GMP compliance inspection results for market launch [7] Capital Market Activities - Innostellar Biotherapeutics has signed a ten-year exclusive promotion agreement with Golden Age Health for the commercialization of its gene therapy candidate LX101 in mainland China [9] Earnings Disclosures - Da'an Gene anticipates a net loss of CNY 140 million to 200 million for the first half of 2025 [11] - Huahai Pharmaceutical expects a net profit decline of 40% to 50% year-on-year, projecting a profit range of CNY 374 million to 449 million [12] - KingMed Diagnostics forecasts a net loss of CNY 95 million to 65 million for the first half of 2025, representing a significant year-on-year decline [13] - Xinmai Medical projects a net profit of CNY 304 million to 361 million for the first half of 2025, a decrease of 10.52% to 24.78% compared to the previous year [14] - Wantai Biological Pharmacy anticipates a net loss of CNY 130 million to 160 million for the first half of 2025 due to market pressures and policy adjustments [15] Industry Events - *ST Suwu has received a notice of administrative penalty from the China Securities Regulatory Commission for falsifying financial reports, which may lead to forced delisting [17] - This incident serves as a warning for the pharmaceutical industry to focus on genuine innovation and establish effective internal controls to mitigate risks associated with management [17] Shareholder Movements - Qihe Venture, a shareholder holding over 5% of Xuantai Pharmaceutical, plans to reduce its stake by up to 7 million shares, representing no more than 1.5441% of the company's total shares [19]

Group 1 - The core viewpoint of the news is that companies are actively engaging in share buyback and employee stock ownership plans to enhance investor confidence and align management interests with shareholders [1][2]. - Shenzhen Overseas Chinese Town Holdings Company plans to increase its stake in Huaqiang City A by investing between 111 million and 220 million RMB within six months, currently holding 48.78% of the total shares [1]. - Chengyi Pharmaceutical announced an employee stock ownership plan for 2025, targeting to raise up to 48.2864 million RMB, with a share price set at 5.02 RMB per share, covering up to 228 employees [1][2]. Group 2 - The employee stock ownership plan has performance targets for revenue and net profit from 2025 to 2027, with growth rates set at 30%, 55%, and 85% for revenue, and 35%, 65%, and 100% for net profit [2]. - Several companies have announced plans for share reductions by executives and major shareholders, including Jinzheng Co., which plans to reduce up to 28.8 million shares, equivalent to approximately 568 million RMB [3][4][5]. - The reduction plans are set to commence from July 15, indicating a trend of liquidity events in the market as companies adjust their shareholder structures [7][8].

Core Viewpoint - The major shareholder of Shanghai Xuantai Pharmaceutical Technology Co., Ltd. plans to reduce its shareholding due to operational needs, with a maximum reduction of 7,000,000 shares, accounting for no more than 1.5441% of the total share capital [1][2]. Group 1: Major Shareholder Information - The major shareholder, Nanjing Qihe Venture Capital Partnership (Limited Partnership), holds 25,798,000 shares, representing 5.6907% of the total share capital [1][2]. - The shares held by the major shareholder were acquired prior to the company's initial public offering (IPO) and were released from restrictions on August 25, 2023 [1][2]. Group 2: Reduction Plan Details - The reduction plan involves a maximum of 7,000,000 shares, with a breakdown of up to 4,500,000 shares through centralized bidding and up to 2,500,000 shares through block trading [2]. - The reduction period for centralized bidding is set for three months starting 15 trading days after the announcement date, while the block trading will follow the same timeline [1][2]. Group 3: Compliance and Commitments - The major shareholder has previously committed to not transferring or managing the shares held prior to the IPO for 36 months and has set limits on the amount of shares that can be sold within specific time frames [4][5]. - The company confirms that the current reduction plan aligns with previously disclosed commitments and does not violate any regulations [5].

证券代码：688247 证券简称：宣泰医药 公告编号：2025-028 上海宣泰医药科技股份有限公司 持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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： | 股东名称 | 南京市栖和创业投资合伙企业（有限合伙） | | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 □是 √否 | 一、减持主体的基本情况 1 二、减持计划的主要内容 | 股东名称 | 南京市栖和创业投资合伙企业（有限合伙） | | --- | --- | | 计划减持数量 | 不超过：7,000,000 股 | | 计划减持比例 | 不超过：1.5441% | | 减持方式及对应减持数 | 集中竞价减持，不超过：4,500,000 股 | | 量 | 大宗交易减持，不超过：2,500,000 股 | | 减持期间 | 2025 年 8 月 5 日～2025 年 11 月 4 日 | | 拟减持股份来源 | IPO 前取得股份 | | 拟减持原因 | 股东自身经营需要 | 大 ...

证券代码：688247 证券简称：宣泰医药 公告编号：2025-027 上海宣泰医药科技股份有限公司 自愿披露关于公司产品恩杂鲁胺片 获得美国 FDA 批准文号的公告 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。 近日，上海宣泰医药科技股份有限公司（以下简称"公司"）收到美国食品 药品监督管理局（以下简称"美国 FDA"）的通知，公司向美国 FDA 申报的恩 杂鲁胺片的简略新药申请（以下简称"ANDA"，即美国仿制药申请）获得暂时 批准（Tentative Approval），现将相关情况公告如下： 一、药品基本情况 1、药品名称：恩杂鲁胺片 2、ANDA 号：219675 3、剂型：片剂 4、规格：40mg，80mg 5、申请事项：ANDA 二、药品的其他相关情况 恩杂鲁胺片是一种雄激素受体抑制剂，本次获批的适应症为：1）去势抵抗 性前列腺癌；2）转移性去势敏感性前列腺癌。此外，该产品已于 2024 年 8 月在 中国提交注册申请。 恩杂鲁胺（Enzalutamide），又称恩扎卢胺，是第二代雄激素受体（AR）抑 制剂 ...

Core Viewpoint - The company has received temporary approval from the U.S. FDA for its abbreviated new drug application for Enzalutamide tablets, which is a significant step for expanding its market presence in the U.S. [1] Group 1: FDA Approval - The U.S. FDA has granted temporary approval for the company's Enzalutamide tablets, which are indicated for castration-resistant prostate cancer and metastatic castration-sensitive prostate cancer [1] - This approval is expected to positively impact the company's long-term operations and sales growth in the U.S. market [1] Group 2: Patent Challenge - The company has initiated a patent challenge, and the related patent litigation is currently under review [1]

Core Viewpoint - Shanghai Xuantai Pharmaceutical Technology Co., Ltd. announced a cash dividend distribution of CNY 0.037 per share for the fiscal year 2024, approved at the annual shareholders' meeting on May 29, 2025 [2][4]. Summary by Sections Dividend Distribution Plan - The dividend distribution is based on the total share capital of 453,340,000 shares, excluding 4,336,109 shares held in the company's repurchase account, resulting in a base of 449,003,891 shares for the distribution [4]. - The total cash dividend to be distributed amounts to CNY 16,613,143.97 [4]. Dividend Payment Details - The cash dividend of CNY 0.037 per share is inclusive of tax [4]. - The distribution will be made to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the record date [3][4]. Tax Implications - For individual shareholders holding unrestricted shares for over one year, the dividend income is exempt from personal income tax, resulting in a net cash dividend of CNY 0.037 per share [11]. - For shares held for less than one year, the tax treatment varies, with a 20% tax rate applicable for holdings of one month or less [11]. - Non-resident enterprises will be subject to a 10% withholding tax, leading to a net cash dividend of CNY 0.0333 per share [13]. Implementation Method - The dividends will be distributed through the clearing system of the China Securities Depository and Clearing Corporation, with specific arrangements for shareholders who have not designated a trading account [8][10].

Core Viewpoint - Shanghai Xuantai Pharmaceutical Technology Co., Ltd. has announced a differentiated cash dividend distribution plan for the fiscal year 2024, with a cash dividend of 0.037 CNY per share [1][2]. Summary by Sections Dividend Distribution Plan - The profit distribution plan was approved at the annual general meeting on May 29, 2025 [1]. - The total number of shares eligible for the cash dividend is 449,003,891 shares after deducting 4,336,109 shares held in the company's repurchase account [2]. - The cash dividend distribution is based on the total number of shares minus the repurchased shares, with a distribution of 0.037 CNY for every 10 shares held [1][2]. Calculation of Ex-Dividend Price - The ex-dividend reference price is calculated using the formula: (previous closing price - cash dividend) / (1 + change in circulating shares ratio) [2]. - Since there is no change in circulating shares, the circulating shares change ratio is 0, and the cash dividend per share remains 0.037 CNY [2]. Relevant Dates - The key dates for the dividend distribution include the record date, ex-dividend date, and cash dividend payment date [3]. Implementation of Distribution - The cash dividends will be distributed through China Securities Depository and Clearing Corporation Limited, Shanghai Branch, to shareholders registered by the record date [3]. - Shares held in the company's repurchase account will not participate in the profit distribution [3]. Tax Implications - For individual shareholders holding shares for over one year, the cash dividend is exempt from personal income tax, resulting in a net distribution of 0.037 CNY per share [4]. - For shares held for less than one year, the tax will be calculated upon transfer of the shares, with a potential tax burden of 20% for shares held for one month or less [4][5]. - Non-resident enterprises will be subject to a 10% withholding tax, resulting in a net cash dividend of 0.0333 CNY per share [5][6]. Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the board office at 021-68819009-657 or via email at info@sinotph.com [6].

国泰海通证券股份有限公司 关于上海宣泰医药科技股份有限公司 差异化分红事项的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为上 海宣泰医药科技股份有限公司（以下简称"宣泰医药"或"公司"）首次公开发行 股票并上市保荐机构，根据《证券发行上市保荐业务管理办法》《上海证券交 易所科创板股票上市规则》《上海证券交易所上市公司自律监管指引第 11 号— —持续督导》《上海证券交易所科创板上市公司自律监管指引第1 号——规范运 作》《上海证券交易所上市公司自律监管指引第7 号——回购股份》等有关规定， 对宣泰医药2024 年度利润分配所涉及的差异化分红（以下简称"本次差异化分红" ）相关事项进行了审慎核查，具体情况如下： 一、本次差异化分红的原因 公司于2024年2月19日召开第二届董事会第八次会议，审议通过了《关于以 集中竞价交易方式回购公司股份方案的议案》，同意公司以自有资金通过上海 证券交易所股票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）股票，回购的股份将在未来适宜的时机用于员工持股计划、股权激 励。回购股份的价格不超过人民币13.53元/股（含）；回购资金总 ...

证券代码：688247 证券简称：宣泰医药 公告编号：2025-026 上海宣泰医药科技股份有限公司 2024年年度权益分派实施公告 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： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/6/26 | 2025/6/27 | 2025/6/27 | 一、 通过分配方案的股东会届次和日期 本次利润分配方案经上海宣泰医药科技股份有限公司（以下简称"公司"）2025 年 5 月 29 日的2024年年度股东会审议通过。 二、 分配方案 1. 发放年度：2024年年度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等有关 规定，上市公司回购专用证券账户中的股份，不享有利润分配的权利。因此，公 司回购专用证券账户中的股份将不参与公司本次 ...