Group 1 - On August 13, Microchip Biotech executed a block trade of 120,000 shares, with a transaction value of 3.672 million yuan, accounting for 0.25% of the total trading volume for the day [1] - The transaction price was 30.6 yuan, which represents a discount of 25.69% compared to the market closing price of 41.18 yuan [1][2] - The buying brokerage for the transaction was UBS Securities, while the selling brokerage included Guotou Securities [2]

金融界消息 截至2025年8月13日收盘，微芯生物（688321）报收于41.18元，上涨14.39%，换手率 9.05%，成交量36.91万手，成交金额14.42亿元。 通过天眼查大数据分析，深圳微芯生物科技股份有限公司共对外投资了4家企业，参与招投标项目125 次，知识产权方面有商标信息46条，专利信息152条，此外企业还拥有行政许可18个。 来源：金融界 资金流向方面，今日主力资金净流入3458.79万元，占比成交额2.4%。其中，超大单净流入7345.46万 元、占成交额5.09%，大单净流出3886.67万元、占成交额2.7%，中单净流出流出6962.51万元、占成交 额4.83%，小单净流入3503.72万元、占成交额2.43%。 微芯生物最新一期业绩显示，截至2025一季报，公司营业总收入1.62亿元、同比增长24.24%，归属净利 润1915.47万元，同比减少4.64%，扣非净利润2458.35万元，同比减少11.86%，流动比率2.357、速动比 率2.252、资产负债率52.84%。 天眼查商业履历信息显示，深圳微芯生物科技股份有限公司，成立于2001年，位于深圳市，是一家以从 事医药制 ...

Group 1 - The chemical pharmaceutical sector increased by 2.34% on August 13, with Shouyao Holdings leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] - Notable gainers in the chemical pharmaceutical sector included Shouyao Holdings, which rose by 19.99% to a closing price of 55.94, and Weichip Bio, which increased by 14.39% to 41.18 [1] Group 2 - The chemical pharmaceutical sector saw a net inflow of 342 million yuan from main funds, while retail investors contributed a net inflow of 426 million yuan [2] - Major stocks with significant net inflows included Heng Rui Pharmaceutical with 55.1 million yuan and Fu Xing Pharmaceutical with 23.4 million yuan [3] - Conversely, stocks like ST Sailong and ST Suwu experienced notable net outflows of 4.97% and 3.70%, respectively [2]

证券时报·数据宝统计显示，微芯生物今日收盘价为36.59元，上涨5.14%，日换手率为3.62%，成交额为 5.29亿元，全天主力资金净流入1373.93万元，近5日该股累计上涨0.72%，近5日资金合计净流出1.05亿 元。 微芯生物8月11日大宗交易平台共发生3笔成交，合计成交量26.20万股，成交金额793.86万元。成交价格 均为30.30元，相对今日收盘价折价17.19%。从参与大宗交易营业部来看，机构专用席位共出现在2笔成 交的买方或卖方营业部中，合计成交金额为590.85万元，净买入590.85万元。 进一步统计，近3个月内该股累计发生41笔大宗交易，合计成交金额为2.05亿元。 两融数据显示，该股最新融资余额为5.54亿元，近5日减少2299.07万元，降幅为3.98%。（数据宝） 8月11日微芯生物大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 12.9 ...

| 交易日期 | 豆瓣圆修 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入管业部 | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-11 | 微芯生物 | 688321 | 30.3 | 390.84 | 12.9 | 杭构专用 | 国投证券股份有限 公司漫斯宝安海秀 | Na | | | | | | | | | 路连势器不完 | | | 2025-08-11 | 微芯生物 | 683321 | 30.3 | 203.01 | 6.7 | 长江证券股份有限 公司北京自万庄大 | 国投证券股份有限 公司温圳宝安海秀 | KA | | | | | | | | 街证券管业部 | 路还有宫业部 | | | 2025-08-11 | 從芯生物 | 688321 | 30.3 | 200.01 | 6.6 | 机构专用 | 国投证券股份有限 公司温圳宝安海秀 | KO | | | | | | | | | 路还券管业部 | | 8月11日，微芯生物大宗交易成交26.2万股， ...

Core Viewpoint - Microchip Biotech experienced a significant block trade on August 5, with a transaction volume of 70,000 shares and a transaction value of 2.11 million yuan, at a price of 30.15 yuan, which represents an 18.38% discount compared to the closing price of the day [2] Trading Activity - The block trade on August 5 involved a total of 70,000 shares, amounting to 2.11 million yuan, with a transaction price of 30.15 yuan, reflecting an 18.38% discount relative to the closing price of the day [2] - Over the past three months, Microchip Biotech has recorded a total of 37 block trades, with a cumulative transaction value of 195 million yuan [2] Stock Performance - On the day of the block trade, Microchip Biotech's closing price was 36.94 yuan, marking a 1.68% increase, with a daily turnover rate of 3.27% and a total transaction volume of 490 million yuan [2] - The net inflow of main funds for the day was 22.33 million yuan, while the stock has seen a cumulative decline of 3.73% over the past five days, with a total net inflow of 106 million yuan during the same period [2] Margin Trading Data - The latest margin financing balance for Microchip Biotech stands at 583 million yuan, with an increase of 68.82 million yuan over the past five days, representing a growth rate of 13.38% [2]

8月5日，微芯生物大宗交易成交7万股，成交额211.05万元，占当日总成交额的0.43%，成交价30.15元，较市场收盘价36.94元折价18.38%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | | 2025-08-05 | 微芯生物 | 688321 | 30.15 211.05 | 机构专用 | 国投证券股份有限 公司深圳宝安海秀 | | | | | | | Party Very 244 224 . 11 . An | ...

Group 1 - The National Health Commission and the National Administration of Traditional Chinese Medicine released the 2025 version of the Chikungunya fever diagnosis and treatment plan to enhance standardized treatment levels [1] - The new treatment plan reflects China's heightened vigilance towards imported infectious diseases, as there is currently no vaccine available for the virus [1] Group 2 - Renfu Pharmaceutical announced a change in its actual controller to China Merchants Group, with China Merchants Biomedical controlling approximately 4.34 billion shares, accounting for 26.62% of the total share capital [2] - The change in control is expected to stabilize the company's governance structure and promote resource integration [2] Group 3 - Huahai Pharmaceutical's HB0043, the world's first dual-target antibody drug targeting IL-17A and IL-36R, has received clinical trial approval from the National Medical Products Administration [3] - HB0043 shows stronger efficacy than monoclonal antibodies in various animal disease models, indicating its potential for treating autoimmune diseases [3] Group 4 - Microchip Biotech received FDA approval for the clinical trial of CS231295, a selective AuroraB inhibitor for treating advanced solid tumors, highlighting its ability to penetrate the blood-brain barrier [4] - The approval signifies a differentiated innovation capability in the field of brain tumor treatment, where most drugs struggle to cross the blood-brain barrier [4] Group 5 - Shutaishen obtained a summary report for the I/II phase clinical study of BDB-001 injection for ANCA-associated vasculitis, showing significant clinical advantages in steroid reduction and complete remission rates [5] - The company plans to advance to phase III clinical trials to further validate the clinical benefits for AAV patients [5]

Key Points - Tibet Tourism may apply for suspension of trading if significant abnormalities occur in stock transactions [1] - Southern Road Machinery's stock price has deviated from its fundamental situation [1] - Industrial Fulian's major customers and products have not undergone significant changes [1] - Yingweike has established a relatively complete liquid cooling technology and product solution capability [1] - Victory Energy's operational situation remains normal with no significant changes in the internal and external business environment [1] - Qizheng Tibetan Medicine's operational situation is normal with no significant changes in the internal and external business environment [1] - Dongxin Co. states that its investment in Shanghai Lishuan's chip products is not applicable for large model computing clusters [1] - Guosheng Co. has obtained project filing related to PEEK from its wholly-owned subsidiary [1] - Action Education's actual controller proposed a mid-term dividend of 10 yuan per 10 shares [1] Mergers and Acquisitions - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share acquisition [1] - Dashengda intends to acquire 30% equity of Thailand's Far East [1] Financing - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1] - Sixuan New Materials intends to raise no more than 466 million yuan through a private placement [1] - Changhua Chemical plans to raise no more than 230 million yuan for a carbon dioxide polyether project [1] Share Buybacks and Reductions - Fuanna plans to repurchase shares worth between 55.85 million and 104 million yuan [1] - Jiangnan Yifan's board member intends to increase his stake in the company [1] - Jieya Co. and its concerted parties plan to reduce their holdings by no more than 4.95% [1] - Other companies including Tongda Co., Haohan Deep, and Wanhu Chemical also plan to reduce their holdings [1] Operational Data - Sinopec expects a net profit decline of 39.5% to 43.7% year-on-year for the first half of the year [1] - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half, up 16.05% year-on-year [1] - Daodaquan's net profit increased by 563.15% year-on-year, proposing a dividend of 1.76 yuan per 10 shares [1] - Zhengdan Co. reported a net profit increase of 120.35% year-on-year, proposing a dividend of 3 yuan per 10 shares [1] - Other companies reported varying profit changes, including losses and significant increases [1] Contracts and Major Investments - Sanhui Electric signed a framework contract for robot equipment sales [1] - Zhejiang University Network New's subsidiary won a smart engineering project worth 94.2712 million yuan [1] - New Aluminum Times plans to invest no less than 500 million yuan in a project for lightweight, high-strength auto parts [1] - Zhishang Technology will use part of its raised funds for a smart manufacturing production base in Vietnam [1]

Group 1 - The company has decided not to exercise the early redemption rights for the "Microchip Convertible Bonds" despite meeting the conditions for conditional redemption [2][8][9] - The stock price of the company met the requirement of being at least 130% of the current conversion price (32.838 CNY/share) for at least 15 out of 30 trading days from July 11 to July 31, 2025, triggering the conditional redemption clause [2][7] - The board of directors held a meeting on July 31, 2025, to review and approve the decision not to redeem the bonds early, citing confidence in the company's sustainable development and intrinsic value [8][9][10] Group 2 - The company issued 5 million convertible bonds with a total amount of 500 million CNY, which are set to mature in six years from July 5, 2022, to July 4, 2028 [3][4] - The initial conversion price was set at 25.36 CNY/share, which was adjusted to 25.26 CNY/share on June 4, 2024, due to share buybacks and reductions in total share capital [4] - The redemption terms state that the company can redeem the bonds at 115% of the face value after maturity or under certain conditions during the conversion period [5][6]