10月20日，泽璟制药盘中上涨2.03%，截至10:11，报103.55元/股，成交6852.92万元，换手率0.25%，总 市值274.11亿元。 资金流向方面，主力资金净流入83.69万元，特大单买入342.89万元，占比5.00%，卖出196.54万元，占 比2.87%；大单买入661.94万元，占比9.66%，卖出724.60万元，占比10.57%。 泽璟制药所属申万行业为：医药生物-化学制药-化学制剂。所属概念板块包括：抗癌治癌、AI医药、抗 癌药物、生物医药、创新药等。 截至6月30日，泽璟制药股东户数8795.00，较上期增加16.75%；人均流通股30097股，较上期减少 14.35%。2025年1月-6月，泽璟制药实现营业收入3.76亿元，同比增长56.07%；归母净利润-7280.35万 元，同比减少9.42%。 机构持仓方面，截止2025年6月30日，泽璟制药十大流通股东中，中欧医疗健康混合A（003095）位居 第五大流通股东，持股816.63万股，相比上期增加268.75万股。广发医疗保健股票A（004851）位居第 六大流通股东，持股527.45万股，相比上期减少117.14万股。 ...

Group 1: Company Announcements - Silan Microelectronics plans to jointly invest 20 billion yuan in the construction of a 12-inch high-end analog integrated circuit chip manufacturing production line project in Xiamen, with a planned capacity of 45,000 wafers per month and an annual production capacity of 540,000 wafers after completion [3][6] - China Life Insurance expects a net profit attributable to shareholders of the parent company to be approximately 156.79 billion to 177.69 billion yuan for the first three quarters of 2025, representing a year-on-year growth of about 50% to 70% [3][6] - Sany Heavy Industry announced a global issuance of approximately 580 million H shares, with an expected issue price not exceeding 21.30 HKD per share and not lower than 20.30 HKD per share [3][6] Group 2: Industry Insights - The 138th Canton Fair reported that approximately 157,900 overseas buyers attended the event, representing a 6.3% increase compared to the previous period [3] - The ice and snow industry in China is projected to exceed 1 trillion yuan by 2025, with a rapid increase in ice and snow consumption. The number of indoor ski resorts is expected to grow to 79 by April 2025, marking a 33.9% increase from the previous year [3] - Recent data indicates that small and medium-sized banks in China have entered a new round of interest rate cuts, with Shanghai Huari Bank reducing its three-year fixed deposit rate from 2.3% to 2.15% [3]

Core Viewpoint - Multiple companies in the Shanghai and Shenzhen stock markets have announced significant developments, including investments in semiconductor manufacturing, clinical research advancements, and changes in corporate governance, which may present investment opportunities and insights for stakeholders [3]. Investment Announcements - Silan Microelectronics plans to invest 20 billion yuan to establish a 12-inch high-end analog integrated circuit chip manufacturing line, aiming for a production capacity of 54 million chips annually after completion [4]. - Xidilong intends to invest no more than 400 million yuan to purchase land use rights and build an innovation industrial base, adding chromatography and mass spectrometry production lines [8]. - Tianhe Magnetic Materials' subsidiary plans to invest 850 million yuan in high-performance rare earth permanent magnets and component manufacturing [9]. - New City plans to allocate 157 million yuan of remaining fundraising to a green energy and zero-carbon park planning project [10]. - Yanguang Nuohuo proposes to invest 15 million yuan to increase the registered capital of Yuanma Zhiyao, focusing on innovative CAR-T cell therapies [15]. Corporate Governance Changes - Xiling Information's controlling shareholder and general manager has had their detention lifted, allowing them to resume normal duties [5][6]. Regulatory Developments - Haizheng Pharmaceutical's Taizhou factory has had its GMP non-compliance status revoked by the EU, positively impacting its product sales in the EU market [7]. - Zhonghe Titanium White will change its stock name to "Titanium Energy Chemical" starting October 20, 2025, while retaining its stock code [14]. Performance Reports - China Life expects a net profit increase of approximately 50% to 70% for the first three quarters of 2025, estimating profits between 156.785 billion yuan and 177.689 billion yuan [20]. - Yangjie Technology reported a 52.4% increase in net profit for Q3 2025, driven by growth in the semiconductor sector [21]. - Xiangsheng Medical's Q3 net profit grew by 41.95%, despite a decline in revenue [22]. - Zhuhai Guanyu anticipates a net profit increase of 36.88% to 55.54% for the first three quarters of 2025 [23]. - Huiquan Beer reported a 23.7% increase in net profit for Q3 2025 [24]. - Darui Electronics' net profit grew by 26.84% in the first three quarters of 2025 [25]. - Xingwang Yuda turned a profit in Q3 2025, reporting a net profit of 38.3749 million yuan [27]. - Tongyou Technology reported a net profit of 27.6683 million yuan in Q3 2025, marking a turnaround from losses [28]. Shareholding Changes - Hongfuhan's shareholder, Hengmei International, plans to reduce its stake by up to 1.5% [30]. - Intelligent Control's controlling shareholder's associate plans to reduce its stake by up to 1% [31].

Core Insights - The 2025 European Society for Medical Oncology (ESMO) conference will take place in Berlin from October 17 to 21, with several domestic companies planning to disclose data [1] - Zai Lab (688266) will present clinical research data for its new drugs Alveltamig (ZG006) and Nilvanstomig (ZG005) at ESMO [1] - ZG006 is the world's first tri-specific antibody targeting DLL3, showing potential as a best-in-class molecule with significant and durable anti-tumor efficacy in SCLC or NEC patients who have failed existing standard treatments [1] - ZG005 is a recombinant humanized anti-PD-1/TIGIT bispecific antibody, expected to treat various solid tumors, and is among the first of its kind to enter clinical research globally [1] Company Developments - Zai Lab reported that ZG005 combined with chemotherapy shows good safety and efficacy in patients with advanced neuroendocrine carcinoma, supporting further clinical research [2] - Aosaikang (002755) announced the presentation of data for its new cMET inhibitor ASKC202 combined with Lapatinib for locally advanced or metastatic non-small cell lung cancer, demonstrating good safety and high tumor response rates [2] - Aosaikang's Lapatinib is its third-generation EGFR TKI, and the company believes that the synergy of its two innovative drug projects will enhance its oncology product pipeline [2] Other Company Announcements - Maiwei Biotech (688062) plans to report data on its B7-H3 targeted antibody-drug conjugate 7MW3711 for advanced solid tumors at ESMO [3] - Kelun Pharmaceutical (002422) will present a study comparing the efficacy and safety of Trastuzumab deruxtecan versus Emicizumab in HER2-positive patients who have previously received Trastuzumab and taxane treatments [3] - Academic conferences are crucial catalysts for innovative drug sectors, with major events like ASCO, ESMO, and WCLC being the most significant in the oncology field [3]

Core Viewpoint - The company Zejing Pharmaceutical (688266.SH) is set to present clinical research data and updates on its self-developed drugs Alveltamig (ZG006) and Nilvanstomig (ZG005) at the European Society for Medical Oncology (ESMO) annual meeting scheduled for October 17-21, 2025 [1] Group 1: Drug Development Progress - ZG006 has demonstrated significant and durable anti-tumor efficacy in patients with advanced small cell lung cancer (SCLC) and neuroendocrine carcinoma (NEC) who have failed existing standard treatments, along with good tolerability and safety [1] - ZG005, when combined with chemotherapy in patients with advanced neuroendocrine cancer, has shown good safety and tolerability, indicating promising efficacy that supports further clinical research [1]

Core Viewpoint - The company Zai Lab (688266.SH) is set to present clinical research data and updates on its self-developed drugs Alveltamig (ZG006) and Nilvanstomig (ZG005) at the European Society for Medical Oncology (ESMO) annual meeting scheduled for October 17-21, 2025 [1] Group 1: Drug Development Progress - ZG006 has demonstrated significant and durable anti-tumor efficacy in patients with advanced small cell lung cancer (SCLC) and neuroendocrine carcinoma (NEC) who have failed existing standard treatments, along with good tolerability and safety [1] - ZG005, when combined with chemotherapy, has shown good safety and tolerability in patients with advanced neuroendocrine cancer, indicating promising efficacy that supports further clinical research [1]

Core Viewpoint - Zai Jian Pharmaceutical announced the clinical research data and latest progress of its self-developed drugs Alveltamig (ZG006) and Nilvanstomig (ZG005) will be presented at the European Society for Medical Oncology (ESMO) annual meeting from October 17 to 21 [1] Group 1: Drug Development - ZG006 is a trispecific antibody drug developed through the company's dual/multi-specific antibody research platform, which has received clinical trial approval from both the US FDA and China's NMPA [1] - ZG006 has been included in the breakthrough therapy designation by the National Medical Products Administration (NMPA) and has been granted orphan drug status by the US FDA [1] - ZG005 is a recombinant humanized anti-PD-1/TIGIT bispecific antibody classified as a category 1 innovative tumor immunotherapy biological product, expected to be used for the treatment of various solid tumors [1]

Core Insights - The company announced that clinical research data and latest progress for its self-developed drugs Alveltamig (code: ZG006) and Nilvanstomig (code: ZG005) will be presented at the European Society for Medical Oncology (ESMO) annual meeting scheduled from October 17 to 21, 2025 [1] Drug Development - ZG006 is the world's first tri-specific antibody targeting the DLL3 target (DLL3×DLL3×CD3), representing a first-in-class molecular form with the potential to become a best-in-class molecule [1] - ZG005 is one of the first drugs to enter clinical research targeting the same mechanism, with no similar mechanism drugs approved for market globally [1]

Core Viewpoint - Zai Lab's new drugs Alveltamig (ZG006) and Nilvanstomig (ZG005) will present clinical research data at the European Society for Medical Oncology (ESMO) annual meeting from October 17 to 21, 2025, highlighting their innovative approaches in targeting DLL3 [1] Group 1: Drug Development - ZG006 is the world's first tri-specific antibody targeting DLL3 (DLL3×DLL3×CD3), representing a first-in-class molecular form with the potential to become a best-in-class molecule [1] - ZG005 is one of the first drugs to enter clinical research targeting the same mechanism, with no similar mechanism drugs approved globally [1]

2、本次在 2025 年欧洲肿瘤内科学会（ESMO）年会发布最新临床数据事项 对公司近期业绩不会产生重大影响。由于医药产品具有高科技、高风险、高附加 值的特点，药品前期研发以及产品从研制、临床试验、报批到投产的周期长、环 节多，容易受到一些不确定性因素的影响，公司将及时根据后续进展履行信息披 露义务。敬请广大投资者谨慎决策，注意防范投资风险。 为使各位投资者及时了解公司相关研究成果，现将ZG006、ZG005的临床数 据及最新进展公告如下： 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： 1、苏州泽璟生物制药股份有限公司（以下简称"公司"）自主研发的新药 Alveltamig（代号：ZG006）、Nilvanstomig（代号：ZG005）的临床研究数据及 最新进展将于 2025 年 10 月 17 日至 21 日召开的欧洲肿瘤内科学会（ESMO）年 会上发布。 证券代码：688266 证券简称：泽璟制药 公告编号：2025-040 苏州泽璟生物制药股份有限公司 关于自愿披露 ZG006 和 ZG005 在 ...