证券代码：688321 证券简称：微芯生物 公告编号：2025-042 一、药品的基本情况 西达本胺是公司独家发现的全新机制新分子实体药物，是全球首个亚型选择 性组蛋白去乙酰化酶（HDAC）抑制剂，属于表观遗传调控剂类药物。西达本胺 是国家 863 及"重大新药创制"专项成果。 深圳微芯生物科技股份有限公司 自愿披露关于西达本胺一线治疗弥漫大 B 细胞淋巴瘤的 III 期临床试验获得顶线分析数据的公告 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"）自主研发的西达本胺 针对一线治疗弥漫大 B 细胞淋巴瘤（DLBCL）关键性 III 期临床试验（DEB 研 究）已于近日获得最终结果的顶线分析数据，试验组无事件生存期（EFS）显著 优于对照组，达成研究主要终点。现将相关情况公告如下： 2024 年 4 月，基于 DEB 研究期中分析综合数据结果，西达本胺联合 R-CHOP 用于 MYC 和 BCL2 表达阳性的既往未经治疗的 DLBCL 适应症获得国家药品监 督管理局附条件批准。 ...

Core Viewpoint - Micron Biologics announced that the final results of the key Phase III clinical trial (DEB study) for its self-developed drug, Sidabone, targeting first-line treatment of diffuse large B-cell lymphoma (DLBCL), have shown that the event-free survival (EFS) of the trial group is significantly better than that of the control group, achieving the primary endpoint of the study [1] Group 1 - Sidabone combined with R-CHOP is the first treatment regimen in the world to demonstrate a significantly higher complete response (CR) rate than R-CHOP in a Phase III clinical trial for first-line DLBCL treatment [1] - The top-line analysis indicates that the EFS in the trial group shows statistically significant differences compared to the control group, further validating that the Sidabone combination regimen can provide significant and sustainable efficacy for newly treated MYC and BCL2 double-expressing DLBCL patients, with good safety [1] - The company is preparing to submit for routine approval for this indication [1] Group 2 - A comprehensive analysis of the final results of the study will be presented at upcoming academic conferences or journals [1]

New Stock Offerings - 济川药业 (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST亚振 (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - 中程退 (300208) has 7 trading days remaining until the last trading day[1] Delisting Notices - 退市锦港 (600190) has 7 trading days remaining until the last trading day[1] - 恒立退 (000622) has 4 trading days remaining until the last trading day[1] - 退市九有 (600462) has 3 trading days remaining until the last trading day[1] Abnormal Fluctuations - 北方长龙 (301357) reported severe abnormal fluctuations[1] - 浙江东日 (600113) reported abnormal fluctuations with an announcement time of June 28, 2025[1] - 诺德股份 (600110) reported abnormal fluctuations with an announcement time of June 27, 2025[1]

Market Overview - The net inflow of main funds in the Shanghai and Shenzhen markets reached 15.45 billion yuan, with the Sci-Tech Innovation Board seeing a net inflow of 456 million yuan [1] - A total of 248 stocks experienced net inflows, while 337 stocks faced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 478 stocks rose, with one stock, Meidi Xi, hitting the daily limit, while 107 stocks declined [1] - Newly listed stock C Yitang closed with a remarkable increase of 174.56% and a turnover rate of 77.43% [2] Fund Flow Analysis - Among the stocks with net inflows, C Yitang led with a net inflow of 918 million yuan, followed by SMIC and Lanke Technology with net inflows of 157 million yuan and 137 million yuan, respectively [2] - The stock with the highest net outflow was Rui Lian New Materials, which fell by 9.93% and saw a net outflow of 173 million yuan [1][2] Continuous Fund Inflows and Outflows - There are 45 stocks that have seen continuous net inflows for more than three trading days, with Zhengfan Technology leading at 17 consecutive days [2] - Conversely, 141 stocks have experienced continuous net outflows, with Fudan Zhangjiang leading at 16 consecutive days [2] Top Fund Inflow Stocks - The top stocks by net inflow include: - C Yitang: 917.90 million yuan, 28.18% inflow rate, 174.56% increase, 77.43% turnover [2] - SMIC: 156.59 million yuan, 8.35% inflow rate, 1.47% increase, 1.09% turnover [2] - Lanke Technology: 137.03 million yuan, 8.22% inflow rate, 3.29% increase, 1.77% turnover [2] Top Fund Outflow Stocks - The stocks with the highest net outflows include: - Rui Lian New Materials: 173 million yuan outflow, 9.93% decrease [1] - Microchip Biotech: 162 million yuan outflow [1] - Shenzhou Cell: 131 million yuan outflow [1]

New Stock Listings - Yitang Co., Ltd. (688729) listed at an issue price of 8.45 on July 8, 2025[1] - Jichuan Pharmaceutical (600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (603389) has a tender offer period from June 10 to July 9, 2025[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 8 trading days remaining until the last trading day[1] - Hengli Tui (000622) has 5 trading days remaining until the last trading day[1] - Tui Shi Jiu You (600462) has 4 trading days remaining until the last trading day[1] Market Volatility - North China Long Dragon (301357) reported severe abnormal fluctuations[1] - Multiple stocks including ST Zhengping (603843) and Hunan Tianyan (600698) have reported abnormal fluctuations[3]

New Stock Issuance - Huadian New Energy (证券代码: 730930) issued shares at a price of 3.18 on July 7, 2025[1] - Jichuan Pharmaceutical (证券代码: 600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (证券代码: 603389) has a tender offer period from June 10 to July 9, 2025[1] Trading Alerts - The last trading day for TSM Jinguang (证券代码: 600190) is in 9 trading days[1] - The last trading day for TSM Jinyou (证券代码: 600462) is in 5 trading days[1] - The last trading day for TSM Gongzhi (证券代码: 000584) is in 3 trading days[1] Abnormal Fluctuations - Northern Long (证券代码: 301357) is experiencing severe abnormal fluctuations[1] - ST Dongjing (证券代码: 002199) reported abnormal fluctuations[3] - ST Yunchuang (证券代码: 835305) reported abnormal fluctuations on July 4, 2025[3]

证券研究报告 医药生物 行业定期报告 hyzqdatemark 2025 年 07 月 06 日 刘闯 SAC：S1350524030002 liuchuang@huayuanstock.com 板块表现： "HDAC+IO"潜力值得期待，重视微芯生物 投资评级： 看好（维持） ——医药行业周报（25/6/30-25/7/4） 投资要点： 请务必仔细阅读正文之后的评级说明和重要声明 证券分析师 联系人 本周医药市场表现分析：6 月 30 日至 7 月 4 日，医药指数上涨 3.64%，相对沪深 300 指数超 额收益为 2.10%。本周，涨幅靠前的主要为创新药标的如塞力医疗、广生堂、神州细胞、热 景生物，核心因素为临床数据更新催化，我们认为 6 月下旬以来创新药板块的调整已到位， 继续看好创新药，关注下半年有 BD 强催化的核心标的。建议关注：1）创新药作为较为确定 的产业趋势，建议关注：A 股）热景生物、华纳药厂、微芯生物、悦康药业、前沿生物、福元 医药、信立泰、一品红、科兴制药、泽璟制药、科伦药业、恒瑞医药；港股）三生制药、中 国生物制药、科伦博泰、康方生物、信达生物、翰森制药；2）25 年业绩或逐季度边 ...

Core Viewpoint - Shenzhen Micu Biotechnology Co., Ltd. experienced a significant stock price fluctuation, with a cumulative closing price increase of 30% over three consecutive trading days from July 1 to July 3, 2025, which is classified as abnormal trading activity according to relevant regulations [2][4]. Group 1: Stock Trading Abnormality - The company's stock price increased by a cumulative 30% over three trading days, indicating abnormal trading activity [2][4]. - The company has conducted a self-examination and confirmed that there are no undisclosed significant information affecting the stock price [5][6]. Group 2: Company Operations and Information Disclosure - The company's production and operational activities are normal, with no significant changes in market conditions, industry policies, or production costs [5]. - There are no undisclosed major events such as mergers, acquisitions, or restructuring that could impact the company's stock price [6][7]. - The company has not identified any media reports or market rumors that could have significantly influenced its stock price [7]. Group 3: Board of Directors' Statement - The Board of Directors confirms that there are no undisclosed matters that should be reported according to the relevant regulations [9]. - The company emphasizes the importance of timely and accurate information disclosure to assist investors in making informed decisions [10].

Core Viewpoint - Shenzhen Micu Biotechnology Co., Ltd. experienced a significant stock price fluctuation, with a cumulative increase of 30% over three consecutive trading days from July 1 to July 3, 2025, which is classified as abnormal trading activity according to relevant regulations [1][2]. Group 1: Stock Trading Abnormalities - The company's stock price increased by 30% over three trading days, indicating abnormal trading activity as per the Shanghai Stock Exchange rules [1]. - The company conducted a self-examination and confirmed that there are no undisclosed significant information affecting the stock price, including mergers, debt restructuring, or asset transfers [2]. Group 2: Company Operations and Market Conditions - The company reported that its production and operational activities are normal, with no significant changes in market conditions or industry policies [2]. - There have been no major fluctuations in production costs or sales, and the internal operational order remains stable [2]. Group 3: Board of Directors' Statement - The Board of Directors confirmed that there are no undisclosed matters that should be reported according to the Shanghai Stock Exchange rules, and they have not been made aware of any significant information that could impact the stock price [2].

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： 深圳微芯生物科技股份有限公司（以下简称"公司"）股票交易价格连 续三个交易日（2025 年 7 月 1 日、2025 年 7 月 2 日、2025 年 7 月 3 日）内收 盘价格涨幅偏离值累计达到 30% 。根据《上海证券交易所交易规则》《上海证 券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常 波动的情形。 证券代码：688321 证券简称：微芯生物 公告编号：2025-041 深圳微芯生物科技股份有限公司 股票交易异常波动公告 公司股票价格短期波动幅度较大，敬请广大投资者注意二级市场交易风 险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 经公司自查，并向公司控股股东及实控人 XIANPING LU 博士核实，截 至本公告披露日，公司及控股股东、实际控制人不存在应披露而未披露的重大信 息。 所交易规则》《上海证券交易所科创板股票异常交易实时监控细则》的有关规定， 属于股票交易异常波动的情形。 二、公司关注并核实的相关情况 针对 ...