中国经济网北京12月18日讯 奥浦迈(688293.SH)今日收报51.33元，跌幅2.64%，总市值58.42亿元。 该股目前处于破发状态。 奥浦迈2024年年度报告显示，肖志华及HE YUNFEN（贺芸芬）为该公司实际控制人，系夫妇关 系。肖志华，中国国籍；HE YUNFEN（贺芸芬），美国国籍。 奥浦迈于2022年9月2日在上交所科创板上市，公开发行新股2049.51万股，发行价格为80.20元/股， 保荐机构（主承销商）为海通证券股份有限公司（现更名为国泰海通证券股份有限公司），保荐代表人 为靳宇辰、王冰。 (责任编辑：田云绯) 2023年5月6日，奥浦迈公告分红方案，每10股派息(税前)6元并转增4股，除权除息日为2023年5月 12日。 奥浦迈首次公开发行股票募集资金总额为164,370.56万元，扣除发行费用后，募集资金净额为 151,094.48万元。奥浦迈实际募资净额比原拟募资多100,827.94万元。奥浦迈于2022年8月30日披露的招 股书显示，该公司原拟募资50,266.54万元，分别用于奥浦迈CDMO生物药商业化生产平台、奥浦迈细胞 培养研发中心项目、补充流动资金。 奥浦迈首次公开 ...

Group 1: Market Trends - The number of newly added private placement projects increased to 26 in the last two weeks, a 62.5% increase from the previous period[5] - The approval rate for projects remains at 100%, with 27 projects approved by the review committee, up 171.4% from the previous period[5] - There are currently 631 projects in the normal review stage, with 92 projects having received approval, an increase of 33.33%[5] Group 2: Fundraising Dynamics - Total fundraising amount in the last two weeks was 1.567 billion yuan, a decrease of 84.48% from the previous period[29] - The average benchmark discount rate for fundraising projects dropped to 9.81%, a decrease of 10.03%[29] - The average premium rate for bidding projects increased to 10.62%, up 8.77% from the previous period[39] Group 3: Project Analysis - Aopu Mai plans to acquire a preclinical CRO service company, with an estimated valuation of 1.452 billion yuan, reflecting a 56.62% increase in value[22] - Qide New Materials aims to raise up to 275 million yuan for expanding production capacity, with a PE ratio of 211.91X, placing it in the top 30% of industry valuations[23] - The average absolute return for newly unlocked bidding projects was 36.29%, a decrease of 41.07% from the previous period[29]

证券日报网讯 12月16日，奥浦迈在互动平台回答投资者提问时表示，截至目前，公司海外业务主要集 中在欧洲等国家和地区，包括部分欧盟国家。近年来，公司海外业务的占比在逐步提升。同时，公司已 于2025年9月通过欧盟质量授权人（QP，Qualifed Person）审计，将会助力公司进一步加速拓展欧洲及 国际化市场。 （文章来源：证券日报） ...

Group 1: Market Dynamics - A total of 26 new private placement projects were added in the last two weeks, a 62.5% increase from the previous period[5] - The approval rate for projects remains at 100%, with 27 projects approved by the review committee, an increase of 171.4%[5] - There are currently 631 projects in the normal review stage, with 92 projects having received approval, an increase of 33.3%[5] Group 2: Fundraising Trends - The total fundraising amount in the last two weeks was 1.567 billion yuan, a decrease of 84.48% compared to the previous period[29] - The average benchmark discount rate for fundraising projects has dropped to 9.81%, a decrease of 10.03%[29] - The average participation rate in competitive bidding projects increased to 55.75%, up by 1.05 percentage points[29] Group 3: Performance Analysis - The average absolute return for newly unlocked competitive bidding projects was 36.29%, down by 41.07 percentage points[29] - The average market price discount rate for competitive projects was 18.38%, an increase of 1.76 percentage points[29] - The average absolute return for pricing projects was 107.39%, down by 20.09 percentage points[29] Group 4: Risk Factors - Risks include slower-than-expected review progress, fluctuations in secondary market stock prices, and changes in the market environment for private placements[5]

格隆汇12月16日｜有投资者在互动平台向奥浦迈提问：请问近两年是否出口欧盟国家？奥浦迈回复称， 公司海外业务主要集中在欧洲等国家和地区，包括部分欧盟国家。近年来，公司海外业务的占比在逐步 提升。同时，公司已于2025年9月通过欧盟质量授权人(QP，Qualifed Person)审计，将会助力公司进一步 加速拓展欧洲及国际化市场。 ...

Core Insights - The report emphasizes the continuous improvement of the global competitiveness of Chinese innovative pharmaceutical companies, focusing on innovation from both "therapeutic areas" and "technology platforms" [5][6] - The growth of commercial health insurance premiums is expected to provide new payment sources for medical expenses, as the scale of commercial health insurance is projected to reach 977.4 billion yuan by 2024 [29][30] - The report identifies potential therapeutic areas such as metabolic diseases (e.g., weight loss), chronic diseases (e.g., hypertension, hyperlipidemia), and central nervous system diseases (e.g., Alzheimer's, Parkinson's) as key focus areas for innovation [5][38] - Emerging technology platforms like small nucleic acid drugs, radioactive drugs (RDC), and CAR-T therapies are highlighted as significant areas for investment [5][38] Market Review - As of November 15, 2025, the pharmaceutical sector has outperformed the market, with the pharmaceutical index rising by 22.09% compared to a 17.62% increase in the CSI 300 index, resulting in a 4.47 percentage point outperformance [11] - The chemical preparation sector showed the best performance, increasing by 40.52%, followed by medical services (+36.98%) and chemical raw materials (+25.34%) [20] - The overall PE valuation of the pharmaceutical sector is at 30.89 times, which is relatively low compared to historical averages, indicating potential for future growth [22][23] Innovative Drugs - The report notes that the growth of health expenditures in China, which reached 9.06 trillion yuan in 2023, is outpacing GDP growth, indicating a robust market for innovative drugs [26][27] - The analysis of multinational corporations (MNCs) reveals that innovation is a core competitive advantage, with companies like Eli Lilly and Novartis showing significant growth driven by innovative products in advanced technology fields such as GLP-1 and ADC [31][32] - The report highlights the strong sales performance of GLP-1 drugs, with Eli Lilly's Mounjaro generating $6.515 billion in revenue in Q3 2025, reflecting a 109% year-on-year increase [44] CXO and Upstream - The report indicates a slight increase in pharmaceutical financing, with a recovery in business development transactions and H-share IPOs, which is expected to stimulate innovation [5] - The demand for external CXO services is growing, particularly in emerging fields such as peptides and small nucleic acids, while internal CXO orders are also showing signs of recovery [5][39] Medical Devices - The domestic medical device market is currently under pressure due to policy impacts, but improvements are anticipated as companies continue to innovate and expand internationally [5] - The report suggests that the industry fundamentals are expected to improve, with a focus on companies like Mindray Medical and Microelectrophysiology [5][39]

登录新浪财经APP 搜索【信披】查看更多考评等级 12月15日，紫光国微成立中央研究院，航天电子拟对航天火箭公司增资7.28亿元；航天彩虹自主研发的 航天彩虹：彩虹-7无人机首飞成功。 以下是盘后公告精选： 紫光国微：成立中央研究院主要研究发展方向为具身机器人等应用的端侧AI芯片新架构等 紫光国微公告，为进一步加强前瞻性技术研究和产业链建设，提升公司科研能力、创新能力、科技成果 转化能力，同意公司成立中央研究院，主要的研究发展方向为：第一，开展面向自动驾驶、具身机器 人、低空飞行器等应用的端侧AI芯片新架构、新模型和高效算法研究；第二，开展基于二维材料器件 的新型存储器和特种芯片研究；第三，开展高性能特种传感器芯片研究。 航天电子：拟对航天火箭公司增资7.28亿元 航天电子公告，公司拟以现金方式对控股子公司航天长征火箭技术有限公司增资7.28亿元，其中1.27亿 元为2017年再融资项目投入的募集资金。航天火箭公司其他股东将同比例增资，增资完成后，股权结构 和持股比例保持不变。本次增资构成关联交易，需提交公司股东会审议，并尚需履行国有资产管理部门 审批程序。 航天彩虹：彩虹-7无人机首飞成功 长春高新：下属公 ...

重要内容提示： 上海奥浦迈生物科技股份有限公司（以下简称"公司"）董事会于近日收到 公司独立董事陶化安先生的书面辞职报告，陶化安先生因个人原因主动申请辞去 公司第二届董事会独立董事、董事会审计委员会主任委员、董事会薪酬与考核委 员会委员职务，辞职后陶化安先生将不再担任公司任何职务。 一、独立董事离任情况 （一）提前离任的基本情况 | 姓名 | 离任职务 | 离任时间 | 原定任期 | | 是否继续在 | 具体职 | 是否存在未 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 到期日 | 离任 原因 | 上市公司及 其控股子公 司任职 | 务（如适 用） | 履行完毕的 公开承诺 | | 陶化安 | 第二届董事会独立董 事、董事会审计委员会 | 自公司股东 会选举产生 | 年 2026 10 | 个人 | | | | | | 主任委员、董事会薪酬 | 新任独立董 | 月 16 日 | 原因 | 否 | 不适用 | 否 | | | 与考核委员会委员 | 事之日 | | | | | | 证券代码：688293 证券简称：奥浦迈 公告编号：202 ...

格隆汇12月15日丨奥浦迈(688293.SH)公布，公司董事会于近日收到公司独立董事陶化安先生的书面辞 职报告，陶化安先生因个人原因主动申请辞去公司第二届董事会独立董事、董事会审计委员会主任委 员、董事会薪酬与考核委员会委员职务，辞职后陶化安先生将不再担任公司任何职务。 ...

今年前三季度，上海地区生产总值突破4万亿元，金融市场成交额同比增长12.7%，三大先导产业 制造业产值同比增长8.5%；前11个月，上海港完成集装箱吞吐量5056万标准箱，全年有望再创新高， 连续16年蝉联全球第一……一系列亮眼数据，彰显出上海"五个中心"建设已成为驱动经济社会高质量发 展的核心引擎。 刚刚召开的中央经济工作会议要求，要按照党的二十届四中全会《建议》编制国家和地方"十五 五"规划及专项规划，推动高质量、可持续的发展。迈向"十五五"，上海"五个中心"建设正不断强化"四 大功能"，加快形成整体效应、平台效应、放大效应、辐射效应，勇担使命，破浪前行。 夜幕下的北外滩滨江景观。受访者供图。 多点突破能级跃升："五个中心"建设成果斐然 上海市政府副秘书长、上海市发展改革委主任顾军介绍了上海"五个中心"建设的积极进展：在2024 年迈入"5万亿之城"、跻身全球城市前五的基础上，2025年上海经济增长继续保持良好态势，前三季度 地区生产总值同比增长5.5%；工业战略性新兴产业总产值占规模以上工业总产值的比重达到44.1%。 12月8日，国际货币基金组织上海中心正式开业，成为这家国际组织的亚太区域中心。今年以 ...