证券代码：688321 证券简称：微芯生物 公告编号：2025-056 深圳微芯生物科技股份有限公司 前次募集资金使用情况的专项报告 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。 根据中国证券监督管理委员会（以下简称"证监会"）《监管规则适用指引— —发行类第 7 号》的规定，深圳微芯生物科技股份有限公司（以下简称"公司" 或"本公司"）编制了截至 2025 年 6 月 30 日止的关于前次募集资金使用情况的报 告。 一、前次募集资金的募集及存放情况 （一）前次募集资金的数额、资金到账时间 根据中国证监会《关于同意深圳微芯生物科技股份有限公司向不特定对象发 行可转换公司债券注册的批复》（证监许可〔2022〕1234 号），公司向不特定对 象发行 500 万张可转换公司债券（以下简称"可转债"），每张面值 100 元，募集 资金总额为人民币 500,000,000.00 元，扣除与发行有关的费用总额人民币 15,462,700.00 元后，实际募集资金净额为人民币 484,537,300.00 元。本次募集资 金于 202 ...

深圳微芯生物科技股份有限公司 前次募集资金使用情况报告的鉴证报告 KPMG Huazhen LLP 8th Floor, KPMG Tower Oriental Plaza 1 East Chang An Avenue Beijing 100738 China Telephone +86 (10) 8508 5000 Fax +86 (10) 8518 5111 Internet kpmg.com/cn 毕马威华振会计师事务所 (特殊普通合伙) 中国北京 东长安街 1 号 东方广场毕马威大楼 8 层 邮政编码:100738 电话 +86 (10) 8508 5000 传真 +86 (10) 8518 5111 网址 kpmg.com/cn 关于深圳微芯生物科技股份有限公司 前次募集资金使用情况报告的鉴证报告 毕马威华振专字第 2504538 号 深圳微芯生物科技股份有限公司董事会： 我们接受委托，对后附的深圳微芯生物科技股份有限公司 (以下简称"微芯生物") 于 2022 年 7 月通过发行可转换公司债券募集的资金 (以下简称"募集资金") 截至 2025 年 6 月 30 日 止的使用情况报告 (以下简称" ...

Group 1 - The 21st Summer Annual Meeting of the Yabuli Entrepreneur Forum took place in Guangzhou on September 12-13, 2025, focusing on the theme "Forging Ahead Steadily - Corporate Development in the New Global Context" [1] - The chairman and general manager of Microchip Biotech, Lu Xianping, stated that Chinese biopharmaceutical companies have established high-level technological barriers, which he considers to be among the best in the domestic industry [1] - The innovative drug industry has seen significant market capitalization growth this year, with some leading companies doubling their market value, indicating a rising recognition of Chinese innovative drug companies' R&D capabilities globally [1] Group 2 - Despite the optimistic outlook, Lu Xianping acknowledged that the industry faces challenges, particularly the need for reasonable profit support to drive innovation as companies approach the critical 0 to 1 stage [1] - The core issue for future industry development is to overcome key technologies, including AI computing power, special algorithms, big data modeling capabilities, and original research [1]

Core Viewpoint - The 21st Summer Annual Meeting of the Yabuli Entrepreneur Forum in 2025 focused on the theme "Forging Ahead Steadily - Corporate Development in the New Global Context" [1] Industry Insights - Chinese biopharmaceutical companies have established high-level technological barriers, with some leaders in the industry being recognized for their R&D capabilities globally [3] - The market capitalization of the innovative drug industry has seen significant growth this year, with some leading companies doubling their market value [3] - The investment community is increasingly focusing on the value of the biopharmaceutical industry, positively impacting the healthy development of the industry ecosystem [3] Challenges - The industry faces challenges as innovators approach the critical 0 to 1 stage, where opportunity costs increase, necessitating reasonable profit support for innovation [3] - The optimization of the healthcare system is crucial; successful reforms could elevate biopharmaceuticals to a significant sector within the national economy [3] Future Development - The core issue for future industry development lies in overcoming key technologies, including AI computing power, special algorithms, big data modeling capabilities, and original research [3] - A lack of original research could hinder progress, especially in the face of potential time constraints [3]

Investment Rating - The report maintains an "Overweight" rating for the innovative drug sector, indicating that the industry is expected to outperform the overall market [5][11]. Core Insights - The report emphasizes the long-term investment value of Chinese innovative drugs, highlighting three main supporting logics: innovation upgrades, profitability inflection points, and normalization of outbound business development (BD) [5]. - Chinese biotech companies are demonstrating significant capabilities in global innovation, with notable products emerging in the PD-1/VEGF dual antibody and EGFR/c-MET dual antibody ADC categories [5]. - Leading biotech firms like BeiGene and Innovent Biologics are projected to reach profitability in 2025, suggesting a sustained high growth trajectory for the sector [5]. - The total value of license-out agreements from mainland China to Europe and the US has reached $94.3 billion as of September 2025, significantly surpassing the $51.9 billion recorded for the entirety of 2024 [5]. Summary by Sections Industry Overview - The report discusses the potential impact of a proposed US government draft that aims to limit American pharmaceutical companies from acquiring experimental drugs from China, although the likelihood of this draft being implemented is considered low [5]. - The report argues that even if the US tightens regulations, Chinese biotech can still pursue collaborations with European firms and establish overseas companies to navigate these restrictions [5]. Company Valuations - The report includes a valuation table for key companies in the pharmaceutical and biotech sector, detailing market capitalization, earnings per share (EPS) projections, and price-to-earnings (PE) ratios for 2024 to 2027 [6]. - Notable companies mentioned include: - Hengrui Medicine with a market cap of 453.3 billion yuan and a projected PE ratio of 68.3 for 2024 [6]. - BeiGene with a market cap of 436.5 billion yuan, expected to turn profitable by 2026 [6]. - Innovent Biologics and other firms are also highlighted for their growth potential and market performance [6].

Group 1 - Sichuan Road and Bridge's controlling shareholder plans to reduce its stake by up to 2% of the company's total shares, amounting to approximately 174 million shares [1] - Jinlongyu's shareholder terminates the share transfer agreement, halting the planned transfer of 5.32% of the company's shares [1] - Doli Technology's subsidiary plans to establish a joint venture in Spain with an investment of approximately 505 million yuan, with a 70% stake held by Doli Technology [1][2] Group 2 - Chongqing Pharmaceutical, a subsidiary of Zhongyao Holdings, has received approval for clinical trials of its drug, Clopidogrel Hydrochloride Tablets [3][4] - Dongyangguang plans to jointly increase capital in a subsidiary to acquire 100% of Qinhuai Data China for 28 billion yuan [5] - Kangzhi Pharmaceutical's controlling shareholder intends to transfer 5.0004% of the company's shares at a price of 5.34 yuan per share, totaling approximately 122 million yuan [6] Group 3 - Huali Co., Ltd. announces two shareholders plan to reduce their stakes by a combined total of up to 3.96% of the company's shares [7] - Fangbang Co., Ltd.'s director plans to reduce his stake by up to 15,000 shares, representing 0.1844% of the total shares [8] - China Pacific Insurance suggests issuing HKD-denominated convertible bonds, with proceeds aimed at supporting its main insurance business and strategic initiatives [9] Group 4 - Microchip Biotech's shareholder plans to reduce its stake by up to 3% of the company's total shares [10] - Hongbai New Materials' controlling shareholder intends to reduce its stake by up to 3% due to funding needs [11] - Zhejiang Rongtai clarifies that its sales in the robotics components sector are minimal and will not significantly impact annual net profit [12] Group 5 - ST Tianmao voluntarily withdraws its application for A-share listing, which has been accepted by the Shenzhen Stock Exchange [13] - Qingxin Environment's shareholder plans to reduce its stake by up to 1% of the company's total shares [14] - Lanjik Technology's two shareholders plan to reduce their stakes by a combined total of up to 2% of the company's shares [15] Group 6 - BYD's executives and core personnel collectively increased their holdings in the company by approximately 52.33 million yuan [16] - Trina Solar's subsidiary signs contracts for the sale of 2.48 GWh of energy storage products, marking a significant overseas order [17] - Chutianlong's shareholder plans to reduce its stake by up to 3% of the company's total shares [18] Group 7 - Zhongjuxin's shareholder plans to reduce its stake by up to 2.5% of the company's total shares due to funding needs [19] - ST Hezhong's controlling shareholder is under bail pending trial, but company operations remain unaffected [20] - Shoukai Co., Ltd. reports a signed contract amount of 973 million yuan for August, with cumulative contracts of 13.15 billion yuan for the year [21] Group 8 - Jucheng Co., Ltd.'s shareholder plans to reduce its stake by up to 2.61% of the company's total shares due to personal funding needs [22]

Core Viewpoint - Micron Biomedical (688321.SH) experienced a significant drop in stock price, reaching a new low since July 4, 2023, with a decline of 9.58% to 30.28 yuan [1] Company Actions - Bio-Ocean plans to reduce its holdings in Micron Biomedical by a maximum of 12,233,893 shares, which represents up to 3% of the company's total share capital, through a combination of centralized bidding and block trading within six months after 15 trading days from the announcement date [1]

Group 1 - The major shareholder, Bio-Ocean Biological Group Co., Ltd., holds 34,705,162 shares of Microchip Biotech Co., Ltd., accounting for 8.51% of the total share capital [2] - Bio-Ocean plans to reduce its holdings by up to 12,233,893 shares, which is no more than 3% of the total share capital, within six months starting from 15 trading days after the announcement [3] - The reduction will be executed through a combination of centralized bidding and block trading, with specific limits on the number of shares that can be sold in any 90-day period [3] Group 2 - The reduction plan is driven by strategic funding needs and will not significantly impact the company's governance structure or ongoing operations [6] - The company will adjust the number of shares to be reduced in case of any corporate actions such as dividends or stock splits during the reduction period [3] - The selling price will be determined based on market conditions and will comply with relevant regulations [3]

Group 1 - Tianpu Co., Ltd. experienced a significant stock price increase of 185.29% from August 22 to September 10, leading to a halt for further investigation due to abnormal trading [4] - Baiyin Nonferrous Metals has been investigated by the China Securities Regulatory Commission for suspected violations of information disclosure [5] - Qingshan Paper Industry confirmed that its production and operational activities are normal, with no significant changes in daily operations [6] Group 2 - Aoyang Health announced that its stock will continue to be suspended due to ongoing negotiations regarding a share transfer by its controlling shareholder [7] - ST Jinke will implement a capital reserve transfer to increase share capital, resulting in a one-day stock suspension [8] - ST Haofeng's stock will resume trading on September 11 after a share transfer agreement was signed, making Zhixin Network the controlling shareholder [9] Group 3 - Fushun Special Steel's stock will be suspended for one day due to a tender offer for shares by Ningbo Meishan Free Trade Port Zone Jincheng Shazhou Equity Investment Co., Ltd. [10] - Fuliwang's subsidiary plans to invest 500 million yuan in a high-end wire material research and production project [11] - ST Tianmao's application for voluntary delisting has been accepted by the Shenzhen Stock Exchange [12] Group 4 - Dongyangguang plans to jointly increase capital in a subsidiary for the acquisition of Qinhuai Data China [13] - Betta Pharmaceuticals intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange [14] - Longzi Co., Ltd. plans to acquire a 67.5% stake in Chongqing Time for approximately 92.475 million yuan [15] Group 5 - Dongfang Guoxin plans to establish a joint venture for a technology company with Shunyi Jin Kong [16] - ST Lianshi signed a pre-restructuring investment agreement with selected investors [18] - Shaanxi Construction Group won four construction projects worth over 5 billion yuan in August [19] Group 6 - Dema Technology won a smart logistics project with a well-known Latin American e-commerce giant, valued at approximately 290 million yuan [20] - Mongolian Grass Ecology's subsidiary led a consortium to win a 225 million yuan ecological restoration project [21] - Dajin Heavy Industry signed a long-term production agreement for offshore wind power foundations, with a total value of about 1.25 billion yuan [24] Group 7 - Zhendong Medical's controlling shareholder plans to transfer 5% of the company's shares [25] - ST Hezhong's controlling shareholder is under bail pending trial, but company operations remain unaffected [26] - BYD's senior management and core personnel collectively increased their holdings by approximately 52.33 million yuan [27] Group 8 - Jiahe Meikang's shareholder plans to reduce its stake by up to 1.94% [28] - Sichuan Road and Bridge's controlling shareholder plans to reduce its stake by up to 2% [30] - Lanke Technology's shareholders plan to reduce their holdings by up to 2% [31]

Group 1 - Hualing Steel's shareholder, Xintai Life, has recently increased its stake by 69.0862 million shares and plans to continue increasing its holdings by 1% to 2% [1] - Jingfang Technology's shareholder has terminated its share reduction plan ahead of schedule, with no shares sold during the period [1] - Huali Co., Ltd. plans to reduce its holdings by no more than 3.96% of the company's shares [1] Group 2 - Various companies, including Wuchan Jinlun, Changhua Chemical, COFCO Technology, and Jieshun Technology, have announced plans to reduce their holdings by no more than 3% of their shares [1] - Other companies such as Micron Biotech, Hongbai New Materials, and Jucheng Technology have also indicated plans to reduce their stakes by varying percentages, mostly around 2% to 3% [1] - Specific reductions include 2.61% by Jucheng Co., 2.5% by Zhongju Xinxin, and 1.94% by Jiahe Meikang [1]