Core Viewpoint - Microchip Biotech (688321.SH) has received approval from the Shanghai Stock Exchange for its application to issue A-shares to specific investors, pending final approval from the China Securities Regulatory Commission (CSRC) [1] Fundraising Details - The total amount to be raised through the issuance is capped at 950 million yuan, with net proceeds allocated to innovative drug research and development, the first phase of the Pengzhou Microchip original drug manufacturing base, and to supplement working capital [1][2] - The total investment for the projects is approximately 1.025 billion yuan, with specific allocations of 350 million yuan for innovative drug R&D, 350 million yuan for the manufacturing base, and 250 million yuan for working capital [2] Issuance Structure - The issuance will not exceed 58,125,305 shares, representing a maximum of 30% of the total share capital prior to the issuance [3] - The pricing mechanism will be based on 80% of the average trading price of the company's A-shares over the 20 trading days preceding the pricing date [3] Subscription Conditions - The issuance will be open to no more than 35 specific investors, including qualified institutional investors such as securities investment funds, securities companies, trust companies, and qualified foreign institutional investors (QFII) [2][4] - Shares subscribed by these investors will be subject to a six-month lock-up period post-issuance [4] Shareholding Structure - As of the date of the fundraising prospectus, the controlling shareholder and actual controller is Xianping Lu, who holds 5.45% of the shares directly, with a total control of 22% when considering associated entities [5] - Post-issuance, Xianping Lu's control will decrease to 19.25%, but he will remain the controlling shareholder [5] Underwriting Information - The lead underwriter for this issuance is Guotou Securities Co., Ltd., with representatives Hu Jiabin and Song Qian overseeing the process [5]

Core Insights - He Yuan Bio became the first project to be approved after the resumption of the fifth set of standards on the Sci-Tech Innovation Board, officially listing on October 28 [1] - The investment firm Yifeng Capital has been supporting He Yuan Bio for over nine years since its investment in 2016, focusing on the development of innovative drugs in the medical health sector [1][2] - Yifeng Capital's CEO, Zhu Pai, emphasizes the importance of value investment and patience in supporting companies through various cycles, particularly in the context of China's pharmaceutical industry [1][6] Company Development - He Yuan Bio has developed a recombinant human serum albumin extraction technology from rice, successfully transitioning from pilot production to commercialization [2][3] - The company faced significant challenges during its industrialization phase, including financial pressure and sales difficulties, which are common in the "valley of death" for tech startups [2][3] - After nine years of support, He Yuan Bio achieved significant milestones, including the approval of its core product in July 2025 and its listing on the Sci-Tech Innovation Board in October [3] Investment Strategy - Yifeng Capital has invested in over a hundred projects, focusing on innovative drugs and high-end medical devices, avoiding investments in heavy asset hospitals and ordinary consumables [4][5] - The firm employs a professional team with extensive experience in the medical field, enabling it to identify trends and assess project value effectively [4] - Zhu Pai outlines three key dimensions for selecting investment projects: technological and clinical progress, innovation in drug formulation, and sustained R&D capabilities [5] Industry Trends - The Chinese pharmaceutical industry is experiencing a surge in collaboration with major global pharmaceutical companies, leading to explosive growth in overseas licensing deals [6] - Chinese pharmaceutical companies are increasingly recognized in the global market, enhancing their competitiveness and profitability through international expansion [6] - Yifeng Capital remains optimistic about the long-term development opportunities in the Chinese pharmaceutical sector, focusing on value investment and supporting companies in their R&D breakthroughs [6]

公司本次向特定对象发行 A 股股票事项尚需获得中国证券监督管理委员会 （以下简称"中国证监会"）作出同意注册的决定后方可实施，最终能否通过中 国证监会同意注册的决定及其时间尚存在不确定性。公司将根据该事项的进展情 况及时履行信息披露义务，敬请广大投资者注意投资风险。 深圳微芯生物科技股份有限公司董事会 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。 深圳微芯生物科技股份有限公司（以下简称"公司"）于 2025 年 10 月 29 日收到上海证券交易所出具的《关于深圳微芯生物科技股份有限公司向特定对象 发行股票的交易所审核意见》，具体意见如下： "深圳微芯生物科技股份有限公司向特定对象发行股票申请符合发行条件、 上市条件和信息披露要求。本所将在收到你公司申请文件后提交中国证监会注 册。" | 证券代码：688321 | 证券简称：微芯生物 | 公告编号：2025-062 | | --- | --- | --- | | 转债代码：118012 | 转债简称：微芯转债 | | 深圳微芯生物科技股份有限公司 关于 2024 年度向 ...

证券代码：688321 证券简称：微芯生物 公告编号：2025-061 深圳微芯生物科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第 三季度的经营成果及财务指标的具体情况与投资者进行互动交流和 沟通，在信息披露允许的范围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 （一）会议召开时间：2025 年 11 月 3 日（星期一）16:00-17:00 （二） 会议召开地点：上证路演中心 （三） 会议召开方式：上证路演中心网络互动 三、 参加人员 董事长、总经理：XIANPING LU 博士 投资者可于 2025 年 10 月 27 日（星期一）至 10 月 31 日（星期 五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过公司邮箱 ir@chipscr ...

Core Viewpoint - The announcement details a change in equity ownership for Shenzhen Micu Biotechnology Co., Ltd., specifically regarding a reduction in shares held by major shareholder Boao Biological Group Co., Ltd. This change does not involve a takeover bid and will not alter the company's controlling shareholder or actual controller [3][4]. Summary by Sections Equity Change Overview - The equity change is a result of Boao Biological executing a previously disclosed share reduction plan, reducing its holdings from 42,919,572 shares (10.52%) to 40,799,072 shares (10.00%), triggering a change in ownership that touches the 5% integer scale [3][4]. Shareholder Information - Boao Biological and its concerted action party, Tianfu Qingyuan Holdings Co., Ltd., are responsible for the accuracy and completeness of the information provided [3][4]. Shareholding Details - The shares involved in this equity change are all unrestricted circulating shares, and Boao Biological's shares are not subject to any rights restrictions, such as pledges or freezes. Tianfu Qingyuan holds 8,214,410 shares, all of which are frozen [3][12]. Compliance and Regulations - The equity change complies with the relevant laws and regulations, including the Securities Law of the People's Republic of China and the Measures for the Administration of the Acquisition of Listed Companies [3][4]. Future Plans - The shareholders do not rule out the possibility of increasing or further reducing their holdings in Micu Biotechnology within the next 12 months, and they will adhere to disclosure obligations as required by law [11][12].

深圳微芯生物科技股份有限公司 简式权益变动报告书 上市公司名称：深圳微芯生物科技股份有限公司 信息披露义务人 1：博奥生物集团有限公司 住所及通讯地址：北京市昌平区生命科学园路 18 号 信息披露义务人 2（信息披露义务人 1 之一致行动人）：天府清源控 股有限公司 住所及通讯地址：北京市海淀区中关村东路 1号院 8号楼(科技大厦)A 座 25 层 股份变动性质：股份减少（通过证券交易所集中竞价交易，信息披露 义务人 1 和信息披露义务人 2 合并持股比例减少至 10%）。 签署日期：2025 年 10 月 16 日 1 股票上市地点：上海证券交易所 股票简称：微芯生物 股票代码：688321 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券 法》"）、《上市公司收购管理办法》（以下简称"《收购办法》"）、《公 开发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》（以下 简称"《准则 15 号》"）及相关的法律、法规及规范性文件编写本报告书。 二、信息披露义务人签署本报告已获得必要的授权和批准，其履行亦不违 反信息披露义务人合伙协议或内部规则中的任何条款，或 ...

证券代码：688321 证券简称：微芯生物 公告编号： 2025-060 5%整数倍刻度的提示性公告 股东博奥生物集团有限公司及其一致行动人天府清源控股有限公司保证向 本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏， 并对其内容的真实性、准确性和完整性依法承担法律责任。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： ●本次权益变动为深圳微芯生物科技股份有限公司（以下简称"公司"） 持股 5%以上股东博奥生物集团有限公司（以下简称"博奥生物"）履行此前披 露的股份减持计划所致，不涉及要约收购，不会导致公司控股股东、实际控制 人发生变化。 ●本次权益变动后，博奥生物及其一致行动人天府清源控股有限公司(以下 简称"清控集团")持有公司股份从 42,919,572 股减少至 40,799,072 股，占公 司总股本的比例由 10.52%减少至 10.00%，股东权益变动触及 5%的整数倍。截 至本公告披露日，减持计划尚未实施完毕。 2025 年 10 月 16 日，公司收到股东博奥生物及其一致行动人清控集团出具 的《深圳微芯生物科技股份有限公司简式权益变动报 ...

Core Points - Microchip Biotech's stock price increased by 2.00% on October 16, reaching 31.06 CNY per share, with a trading volume of 1.22 billion CNY and a total market capitalization of 12.667 billion CNY [1] - The company has seen a year-to-date stock price increase of 67.17%, but has experienced a decline of 2.33% over the last five trading days, 7.26% over the last 20 days, and 10.75% over the last 60 days [1] - As of June 30, the number of shareholders increased by 10.37% to 19,500, while the average number of circulating shares per person decreased by 9.40% to 20,893 shares [2] Financial Performance - For the first half of 2025, Microchip Biotech reported a revenue of 407 million CNY, representing a year-on-year growth of 34.56% [2] - The net profit attributable to the parent company for the same period was 29.5922 million CNY, showing a significant year-on-year increase of 172.16% [2] Company Overview - Microchip Biotech, established on March 21, 2001, and listed on August 12, 2019, is located in the Zhigu Industrial Park, Nanshan District, Shenzhen, Guangdong Province [1] - The company's main business involves providing affordable, urgently needed innovative molecular entity drugs, with 97.80% of its revenue coming from product sales [1] - The company operates in the pharmaceutical and biotechnology sector, specifically in chemical pharmaceuticals and formulations, and is involved in various concept sectors including pharmaceutical e-commerce, monkeypox, innovative drugs, biopharmaceuticals, and anti-cancer drugs [1]

Core Viewpoint - Shenzhen Micron Biotechnology Co., Ltd. plans to issue shares to raise up to 950 million yuan for innovative drug research and development, a new drug manufacturing base, and to supplement working capital, with the Shanghai Stock Exchange issuing an inquiry letter for review [2] Group 1 - The company reported a continuous increase in sales expenses during the reporting period, primarily due to the commercialization of its innovative drug, Siglitazone Sodium, which was approved for market in October 2021 [2] - The increase in sales expenses is attributed to the company's efforts to enhance market recognition and coverage of Siglitazone Sodium through increased marketing activities [2] - Sales expenses mainly consist of employee compensation and marketing promotion costs, with the company implementing internal control systems to regulate marketing activities [2] Group 2 - Micron Biotechnology utilizes both its own sales team and commissioned promotion service providers for marketing activities, focusing on the experience of the service providers' teams [3] - The main promotion service providers are independent and not related to the company, with service fees paid through public bank transactions as per contractual agreements [3] - The company ensures that there are no payments made to related parties, employees, or other stakeholders in its marketing service arrangements [3]

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。 深圳微芯生物科技股份有限公司 关于可转债转股结果暨股份变动的公告 | 证券代码：688321 | 证券简称：微芯生物 | 公告编号： 2025-059 | | --- | --- | --- | | 转债代码：118012 | 转债简称：微芯转债 | | 重要内容提示： ●未转股可转债情况：截至 2025 年 9 月 30 日，"微芯转债"尚 未转股的可转债金额为人民币 499,596,000 元，占"微芯转债"发 行总量的 99.9192%。 一、可转债发行上市概况 经中国证券监督管理委员会"证监许可[2022]1234 号"文同意 注册，公司于 2022 年 7 月 5 日向不特定对象发行可转换公司债券 500.00 万张，每张面值为人民币 100 元，发行总额为人民币 50,000.00 万元（人民币伍亿元整），发行的可转换公司债券的期限 为自发行之日起六年，即自 2022 年 7 月 5 日至 2028 年 7 月 4 日。 经上海证券交易所自律监管决定书〔2022〕 ...