（文章来源：证券日报） 证券日报网讯 1月9日，欧林生物发布公告称，公司对2023年限制性股票激励计划因首次授予部分第二 个解除限售期公司层面业绩未达到设定的业绩考核条件而不得解除限售的224，700股第一类限制性股票 进行回购注销。注销日期：2026年1月14日。 ...

Group 1 - The company has completed the enrollment for the restructured gold-staphylococcus vaccine by the end of May 2025 and is actively advancing data cleaning and related research work [1] - Based on current progress, the company expects to complete the unblinding process in the first half of 2026 [1] - The clinical trial progress and results may be influenced by various factors, and the final outcomes will be based on the company's public information [1]

Core Viewpoint - The primary goal of the interim analysis for the recombinant goldenseal vaccine is to reduce the development risk of a Class 1 new drug, with an independent assessment by the DSMB to determine whether to continue clinical trials, rather than using interim analysis data to apply for new drug approval prematurely [1] Group 1 - The company clarified that the clinical trial plan established with the CDE requires that the new drug application can only be submitted after all participants have been enrolled and the observation endpoint has been reached, meaning interim analysis results will not serve as a basis for application [1] - The company has chosen to only unblind the DSMB, while the research team remains blinded, which helps in risk management and avoids premature unblinding that could deplete sample size and affect the final statistical power and integrity of the trial [1]

第一类限制性股票回购注销实施公告 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： | 回购股份数量 | 注销股份数量 | 注销日期 | | --- | --- | --- | | 224,700股 | 224,700股 | 2026年1月14日 | 一、本次限制性股票回购注销的决策与信息披露 证券代码：688319 证券简称：欧林生物 公告编号：2026-002 成都欧林生物科技股份有限公司 2023 年限制性股票激励计划首次授予部分 成都欧林生物科技股份有限公司（以下简称"公司"或"欧林生物"）于 2025 年 10 月 28 日召开第七届董事会第五次会议，审议通过了《关于回购注销 2023 年 限制性股票激励计划首次授予部分已获授尚未解除限售的第一类限制性股票的议 案》，公司拟对 2023 年限制性股票激励计划因首次授予部分第二个解除限售期公 司层面业绩未达到设定的业绩考核条件对应的不得解除限售的 224,700 股第一类 限制性股票进行回购注销，回购注销价格为 10.59 元/股加上银行同期存款利息。 ...

北京德恒(成都)律师事务所 关于成都欧林生物科技股份有限公司 2023 年限制性股票激励计划 an 部分限制性股票回购注销实施的 法律意见 北京德恒(成都)律师事务所 DeHeng Law Offices (Chengdu) 四川省成都市高新区天府大道中段666号希顿国际广场B座20层 电话： 028-83338385 传真： 028-83338385 邮编： 610041 北京德恒(成都)律师事务所 关于成都欧林生物科技股份有限公司 2023年限制性股票激励计划 部分限制性股票回购注销实施的法律意见 北京德恒(成都)律师事务所 关于成都欧林生物科技股份有限公司 2023年限制性股票激励计划 部分限制性股票回购注销实施的 法律意见 德恒 22F20230061-5 号 致:成都欧林生物科技股份有限公司 5.本所已得到公司如下保证:公司向本所律师提供了为出具本法律意见所必 需的全部文件,所有文件真实、完整、合法、有效,所有文件的副本或复印件均 与正本或原件相符,所有文件上的签名、印章均为真实;且一切足以影响本所律 师作出法律判断的事实和文件均已披露,并无任何隐瞒、误导、疏漏之处。 根据北京德恒(成都)律师事务所 ...

Core Viewpoint - Chengdu Olin Biotechnology Co., Ltd. is facing a contract dispute involving two core vaccine products, leading to the freezing of some bank accounts, which has raised market concerns. The plaintiff claims a total of 19.2 million yuan in technical commissions and penalties, exceeding the company's net profit for the first half of 2025, highlighting potential risks in intellectual property compliance and information disclosure [1][4]. Group 1: Historical Cooperation and Disclosure Issues - The plaintiff asserts that a contract was signed in 2011, providing technical materials for specific vaccines, but no mention of this relationship was found in the company's IPO documentation from 2021, raising questions about the completeness of the IPO materials [5][6]. - The company emphasized its focus on independent research and collaboration with academic institutions in its prospectus, omitting the key technical provider, which could lead to regulatory scrutiny regarding compliance and potential omissions during the IPO process [5][6]. Group 2: Financial Impact of the Lawsuit - The frozen amount of 19.2 million yuan exceeds the company's net profit of 13.2 million yuan for the first half of 2025. Although the company claims the frozen accounts are not essential for operations, the liquidity pressure and financial risks cannot be overlooked [2][3]. - The two products involved in the lawsuit are projected to generate nearly 50 million yuan in revenue in 2024, with gross margins exceeding 76%, making them significant profit sources for the company. Any impact on production and sales due to the lawsuit could directly affect the company's performance [6][7]. Group 3: Legitimacy of Technology Sources - The company asserts that the products in question are legally marketed and compliant with regulations, claiming no rights defects. However, the plaintiff's claims challenge the legitimacy of the technology sources, which could jeopardize the company's rights and affect product qualifications and commercial sustainability if the court supports the plaintiff [7][8]. - The dispute reveals potential weaknesses in the company's early technology cooperation management, contract execution, and intellectual property compliance, which are critical for a technology-driven enterprise [7][8]. Group 4: Compliance and Transparency - The lawsuit, stemming from a contract signed 14 years ago, underscores the need for improved consistency in information disclosure and management of technology cooperation, as well as heightened awareness of legal risk prevention [3][8]. - In the context of stringent regulations and high compliance requirements in the pharmaceutical industry, companies must focus not only on product development and market expansion but also on strengthening internal controls and compliance measures to maintain transparency and stability in the eyes of investors and the market [3][8].

Group 1 - The A-share market continues to show strength in innovative drug concept stocks, with notable gains from companies such as Bibot-U nearing the daily limit and reaching a new high, and Yuandong Bio rising over 9% [1] - The National Medical Products Administration (NMPA) is set to support the "China debut" of innovative drugs, with plans to implement a data protection system for drug trials and establish exclusive market periods for pediatric and rare disease medications by 2026 [1] - The NMPA has announced further optimization of the review and approval process for urgently needed foreign drugs already on the market to meet the pressing clinical needs of patients [1] Group 2 - Notable stock performances include Bibot-U with a 19.95% increase, Yuandong Bio up 9.33%, and Hongbo Pharmaceutical rising 8.16%, among others [2] - The total market capitalization for Bibot-U is 22.3 billion, while Yuandong Bio stands at 11.5 billion, and Hongbo Pharmaceutical at 4.867 billion [2] - Year-to-date performance shows Bibot-U leading with a 70.89% increase, followed by Hongbo Pharmaceutical at 16.74% and Lai Mei Pharmaceutical at 7.59% [2]

Core Viewpoint - Chengdu Olin Biotechnology Co., Ltd. has signed a market promotion service agreement with Keyuan Xinhai (Beijing) Medical Supplies Trading Co., Ltd. for the A group C group meningococcal polysaccharide conjugate vaccine, indicating a commitment to long-term cooperation and market expansion [2][4]. Agreement Overview - The agreement allows Keyuan Trading to exclusively promote the AC conjugate vaccine nationwide from 2024 to 2026, with a total promotion task of 4 million doses [4][5]. - A supplementary agreement has been signed to extend the original contract period from December 31, 2026, to December 31, 2029, while maintaining other core terms unchanged [5][6]. Impact on Company Performance - The signing of the agreement is not expected to have a significant impact on the company's current operating performance [3][7]. - The projected sales volume for the AC conjugate vaccine in 2024 is 252,000 doses, but there is uncertainty regarding the actual sales performance due to market conditions [7].

Core Viewpoint - Chengdu Olin Biotechnology Co., Ltd. (688319.SH) is facing a lawsuit from Wang Jianhua, who claims a total of 16 million yuan in commission for vaccine products and an additional 3.2 million yuan in penalties, which the company disputes as lacking factual and legal basis [1] Group 1: Legal Proceedings - The company received a notice from the Chengdu Intermediate People's Court regarding the lawsuit filed by Wang Jianhua [1] - Wang Jianhua asserts that he has fulfilled his obligations under a contract signed in 2011, which entitles him to claim commissions [1] - The company plans to actively respond to the lawsuit and does not recognize the claims made by the plaintiff [1] Group 2: Financial Impact - As a result of the lawsuit, some of the company's bank accounts have been frozen, with 19.2 million yuan frozen, which represents 2.06% of the company's latest audited net assets attributable to shareholders and 8.57% of its cash balance [1] - The company stated that the account freeze will not have a significant impact on its daily operations [1]

Core Viewpoint - Chengdu Olin Biotechnology Co., Ltd. is currently facing a legal dispute regarding two core vaccine products, leading to the freezing of some bank accounts by the court, which may impact the company's financial performance and operations [2][3]. Legal Dispute - The company received a lawsuit notification from the Chengdu Intermediate People's Court, where the plaintiff, Wang Jianhua, is demanding a total of 16 million yuan in commissions and an additional 3.2 million yuan in penalties related to vaccine products [2]. - Wang claims to have provided all technical materials for two vaccines and asserts his right to commissions based on a contract signed in 2011 [2]. - Olin Biotechnology disputes the claims, stating that the plaintiff's assertions lack sufficient factual and legal basis and emphasizes its commitment to defend its rights [2]. Financial Impact - The court has frozen 19.2 million yuan from one of the company's non-basic bank accounts, which represents 2.06% of the company's latest audited net assets and 8.57% of the consolidated cash balance [3]. - The company believes that the frozen amount is relatively small and will not significantly affect its daily operations, although the lawsuit pertains to core products [3]. - The financial implications are notable as the frozen amount exceeds the company's net profit for the first half of 2025, highlighting potential pressure on current performance [5]. Product and Revenue Information - Olin Biotechnology has three vaccine products on the market, two of which are related to the technical materials provided by Wang [4]. - In 2024, the Hib conjugate vaccine generated revenue of 23.5 million yuan with a gross margin of 80.9%, while the A/C group meningococcal polysaccharide conjugate vaccine generated 26.42 million yuan with a gross margin of 76.9% [4]. - The company reported a total revenue of 58.89 million yuan in 2024, marking an 18.69% year-on-year increase, with a net profit of 20.76 million yuan, also reflecting an 18.24% increase [4].