关于《深圳微芯生物科技股份有限公司股票交易异常 波动问询函》的回函 深圳微芯生物科技股份有限公司: 贵公司发出的《深圳微芯生物科技股份有限公司股票交易异常波动问询函》 已收悉，经认真自查核实,现将有关问题回复如下: 一、截至目前,本人及一致行动入不存在涉及贵公司的应披露而未披露的重大 信息; 二、截至目前,本人及一致行动人不存在处于筹划阶段的涉及贵公司的重大 事项，包括但不限于并购重组、股份发行、收购、债务重组、业务重组、资产剥离、 资产注入等重大事项; 三、在本次股票交易异常波动期间,本人及一致行动人不存在买卖贵公司股票 的情形。 特此函复。 (本页以下无正文) (本页无正文，为《关于〈深圳微芯生物股份有限公司股票交易异常波动问询 函>的回函》之签字页) 实际控制人: 2025 年 7 月 3 日 ...

微芯生物：生产经营正常 无应披露而未披露的重大信息 金十数据7月3日讯，微芯生物公告，公司股票交易价格连续三个交易日收盘价格涨幅偏离值累计达到 30%，属于股票交易异常波动情形。经自查，公司目前生产经营活动一切正常，不存在应披露而未披露 的重大信息。 ...

Group 1 - The core viewpoint of the news highlights the positive market sentiment in the biopharmaceutical sector driven by supportive government policies and significant milestones in innovative drug approvals [1][2] - The State Medical Insurance Administration and the National Health Commission issued 16 supportive policies for the high-quality development of innovative drugs, covering research, market access, hospital use, and payment [1] - The FDA's accelerated approval of DiZhe Pharmaceutical's EGFR Exon20ins targeted drug, Shuwozhe®, marks it as the first domestically developed innovative drug approved for this indication globally, further boosting market confidence [1] Group 2 - Guosheng Securities points out that the innovative drug sector within the biopharmaceutical industry is characterized by small and mid-cap pipeline blockbuster features, with a diversification trend in pain relief mechanisms [2] - Everbright Securities analyzes that the pharmaceutical industry's policies, driven by both medical insurance and commercial insurance, expand the market space for innovative drugs, with dynamic adjustments to the medical insurance catalog reducing the access cycle for innovative drugs [2] - Both institutions emphasize the policy dividends and clinical value realization in the innovative drug sector, aligning with the performance of innovative drug companies within the Sci-Tech Biopharmaceutical ETF [2]

Group 1 - CITIC Construction Investment has received approval from the China Securities Regulatory Commission to issue perpetual subordinated bonds with a total face value of no more than 20 billion yuan [1] - Bluefocus Technology has received a loan commitment of up to 900 million yuan from CITIC Bank for stock repurchase [1] - Huaren Pharmaceutical's subsidiary has received approval for the listing of Bumetanide raw materials, which are used to treat severe heart failure and hypertension emergencies [3] Group 2 - Betta Pharmaceuticals has received approval for the listing of Enasidenib capsules in Macau, aimed at treating ALK-positive locally advanced or metastatic non-small cell lung cancer [4] - Juewei Food plans to use 110 million yuan of idle fundraising for cash management, with an expected annual yield of 1.00%-1.89% [6] - China Huadian has successfully completed the issuance of 1 billion yuan medium-term notes with a coupon rate of 1.95% [9] Group 3 - Fosun Pharma's subsidiary has received a GMP certificate from the Belgian Federal Agency for Medicines and Health Products for the production facilities of two monoclonal antibodies [11] - China Nuclear Engineering has signed a civil engineering contract for the Taishan Nuclear Power Units 3 and 4 [13] - Kanglongda has faced administrative regulatory measures from the Zhejiang Securities Regulatory Bureau due to the failure of performance commitment parties to fulfill compensation obligations [15] Group 4 - Gaoling Information has received three invention patent certificates in the second quarter, covering various technological fields [16] - Weimais plans to use 190 million yuan of excess fundraising to increase capital in its subsidiary for building a new energy vehicle powertrain production base [17] - Huazhong Technology has received a project designation notice from a leading eVTOL manufacturer for the development and supply of an intelligent cockpit multimedia display system [19] Group 5 - Madi Technology expects a net profit of 25 million to 27 million yuan for the first half of 2025, marking a turnaround from a loss in the previous year [19] - Dazhong Mining's subsidiary has obtained a mining license for the Zhouyoufang Iron Mine, increasing production capacity to 6.5 million tons per year [20] - Zhongguancun's subsidiary has had its application for the listing of Arolol hydrochloride tablets accepted by the National Medical Products Administration [21] Group 6 - Tianhong Co. has signed a property management contract worth 15 million yuan with a local company [22] - Dong'an Power has secured nine new market designation agreements in the second quarter, with a projected total sales volume of 1.5 million units [24] - Zhujiang Co. has appointed Zhao Kun as the new deputy general manager [25] Group 7 - Jinyi Industrial has won a bid for a project worth 335 million yuan from the China Railway Shanghai Bureau Group [26] - Kangchen Pharmaceutical has received a clinical trial notification for its innovative drug KC1086, aimed at treating advanced solid tumors [27] - Changhua Group has received a project designation notice from a new energy vehicle company, with an expected total sales amount of 970 million yuan [29] Group 8 - Lingxiao Pump Industry plans to use 60 million yuan of idle funds to purchase financial products [31] - Mould Technology has received a project designation for exterior parts from a well-known North American electric vehicle company, with an expected total sales of 1.236 billion yuan [34] - Fulongma has pre-bid for five sanitation service projects in June, with a total contract amount of 181 million yuan [35] Group 9 - Changchun High-tech plans to issue H-shares and list on the Hong Kong Stock Exchange [36] - *ST Yuancheng is under investigation by the CSRC for suspected false financial disclosures [37] - Beilu Pharmaceutical's subsidiary has received approval for the listing of Iopamidol raw materials [38] Group 10 - Zhejiang Liming's shareholder plans to reduce their stake by up to 2.93% [39] - Zhejiang Liming's actual controller has committed not to reduce their holdings within a year [40] - SAIC Motor reported a total vehicle sales of 2.0526 million units in the first half of 2025, a year-on-year increase of 12.35% [41] Group 11 - Xinhongcheng expects a net profit increase of 50%-70% for the first half of 2025 [42] - Xianhe Co. plans to invest 11 billion yuan in a bamboo pulp paper integrated project [42] - Great Wall Motors reported a total vehicle sales of 569,800 units in the first half of 2025, a year-on-year increase of 1.81% [43] Group 12 - Dongfeng Co. received a government subsidy of 10 million yuan [44] - Zhongke Environmental Protection has acquired two water environmental companies in Guangxi for a total of 353 million yuan [45] - Anji Food's H-share public offering is priced at 60 Hong Kong dollars per share [46]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index decreased by 0.89% as of July 2, 2025, with mixed performance among constituent stocks [1] - Microchip Biotech led the gains with an increase of 9.47%, followed by Yuyuan Pharmaceutical at 3.45% and Junshi Biosciences at 2.05%, while Rongchang Biotech, Weigao Orthopedics, and BeiGene experienced declines [1] - The CSI Sci-Tech Medicine ETF (Jia Shi) adjusted its holdings [1] Group 2 - The CSI Sci-Tech Medicine ETF (Jia Shi) had a turnover rate of 2.46% and a trading volume of 5.4294 million yuan, with an average daily trading volume of 39.1454 million yuan over the past month, ranking first among comparable funds [3] - The ETF's scale increased by 15.801 million yuan over the past week, also ranking first among comparable funds, with a growth of 12.5 million shares [3] - The latest net inflow of funds into the ETF was 10.4149 million yuan, with a total net inflow of 15.5373 million yuan over the last five trading days [3] - The net value of the ETF increased by 32.18% over the past year, with the highest single-month return since inception being 23.29% and the longest consecutive monthly gain being five months [3] Group 3 - As of June 30, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index accounted for 50.3%, including United Imaging Healthcare, BeiGene, and Huatai Medical [3][5] - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, including increased support for R&D and inclusion in insurance directories [5] Group 4 - Zhongtai Securities believes that innovative drugs will remain the main investment theme in the pharmaceutical sector for the year, with expectations of continued growth amid differentiation [6] - Guolian Minsheng Securities anticipates that 2025 will be a significant year for domestic innovative drugs to enter international markets, following a shift from generic to innovative drugs over the past seven years [6] - Investors without stock accounts can access opportunities in the Sci-Tech Innovation Board biopharmaceutical sector through the CSI Sci-Tech Medicine ETF (Jia Shi) linked fund [6]

Group 1: Policy Support for Innovative Drugs - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, focusing on five areas and sixteen specific measures [1] - The measures aim to create a clinical value-oriented environment for innovative drug research and development, establish a diversified payment system, and enhance the accessibility of innovative drugs [1] Group 2: Longhua High-Tech's H-Share Listing - Changchun High-Tech announced plans to issue H-shares and list on the Hong Kong Stock Exchange to deepen its global strategy and accelerate internationalization [2] - The move aligns with the trend of domestic pharmaceutical companies pursuing both domestic and international growth, potentially enhancing the company's international financing capabilities and brand image [2] Group 3: IPO Approval for He Yuan Bio - Wuhan He Yuan Bio's IPO was approved by the Shanghai Stock Exchange, marking the first company to pass under the newly restarted fifth set of listing standards for the Sci-Tech Innovation Board [3] - The company focuses on recombinant human albumin, with its core product expected to be the first recombinant human albumin drug approved in China [3] Group 4: Clinical Trial Acceptance for Microchip Bio - Microchip Bio announced that its clinical trial application for CS231295, a selective Aurora B inhibitor for advanced solid tumors, was accepted by the FDA [4] - This drug is the first of its kind to enter clinical trials globally, showcasing the company's technological strength in innovative drug development [4] Group 5: Angli Kang's Innovation Drug Pipeline - Angli Kang reported that it currently has only one innovative drug project, ALK-N001, which is in the I phase of clinical trials as of the announcement date [5][6] - The company highlighted the long cycle, high investment, and uncertainty associated with innovative drug development, which may temper market speculation [6]

Market Overview - US stock market showed mixed results with Dow Jones up by 0.91%, while Nasdaq fell by 0.82% and S&P 500 decreased by 0.11% [1] - Notable declines in major tech stocks: Tesla down 5.34%, Nvidia down 2.97%, Meta Platforms down 2.56%, Microsoft down 1.08%, and Google A down 0.22% [1] - Amazon and Apple saw gains, with Amazon up 0.49% and Apple up 1.29% [1] Solar Industry - Solar concept stocks generally rose as the US Senate removed Trump's proposals regarding wind and solar projects from the tax law draft [2] - The Senate also overwhelmingly rejected Trump's AI regulatory ban with a vote of 99 to 1 [2] Economic Indicators - The US ISM Manufacturing Index has contracted for four consecutive months [4] - The JOLTS job openings for May were significantly better than expected [4] Domestic Developments - China's Central Economic Committee emphasized the need to advance the construction of a unified national market and promote high-quality development of the marine economy [6] - The Shanghai government announced a subsidy program for electric bicycles, providing a one-time subsidy of 500 yuan for consumers trading in old bikes for new ones [13] Electric Vehicle Market - BYD reported sales of 382,600 new energy vehicles in June, while Xiaomi delivered 25,000 units and XPeng saw a year-on-year increase of 224% in deliveries [8] Semiconductor and Technology - New and existing companies are making significant advancements in semiconductor technology, with companies like Huawai Design and TaiLing Micro achieving notable stock price increases [19] - Google signed a power purchase agreement with Commonwealth Fusion Systems, marking a significant step in the emerging nuclear fusion energy sector [14] IPO and Market Activity - He Yuan Bio's IPO application was approved on the same day it was submitted, marking a significant event for the STAR Market [8] - Several companies are expected to see significant profit increases in the upcoming half-year, including Xinhe Cheng with a projected net profit of 3.3 to 3.75 billion yuan, representing a 50% to 70% year-on-year growth [17]

Summary of Key Points Core Viewpoint - The convertible bonds issued by Shenzhen Chipscreen Biosciences Co., Ltd. have seen minimal conversion activity, with a significant majority remaining unconverted as of June 30, 2025. Group 1: Convertible Bond Issuance Overview - The company issued convertible bonds amounting to RMB 500 million on July 5, 2022, with a maturity period of six years until July 4, 2028 [2] - The bonds began trading on the Shanghai Stock Exchange on July 28, 2022, under the name "微芯转债" and code "118012" [2] - The initial conversion price was set at RMB 25.36 per share, adjusted to RMB 25.26 per share on June 4, 2024, due to share repurchase and cancellation [2] Group 2: Conversion Status - From April 1, 2025, to June 30, 2025, no bonds were converted into shares, resulting in a conversion amount of RMB 0 and a total of 0 shares converted, which is 0% of the total shares before conversion [1][2] - As of June 30, 2025, a cumulative total of RMB 124,000 has been converted into 4,875 shares, representing 0.0012% of the total shares before conversion [1][2] - The total amount of unconverted convertible bonds as of June 30, 2025, stands at RMB 499,876,000, accounting for 99.9752% of the total issuance [3] Group 3: Share Capital Changes - The total share capital remained unchanged at 407,796,477 shares, with no new shares issued from the convertible bonds [4]

Group 1: Company Announcements - Changchun High-tech plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and international brand image [1] - Saisir reported June sales of 46,086 new energy vehicles, a year-on-year increase of 4.44%, with a total of 172,100 units sold in the first half of the year, down 14.35% year-on-year [1] - Hangzhou High-tech announced a change in controlling shareholder to Jirong Weiye, with stock resuming trading on July 2, 2025 [1] Group 2: Financial Performance - Guomai Technology expects a net profit of 125 million to 156 million yuan for the first half of 2025, a year-on-year increase of 60.52% to 100.33% [2] - Kid King anticipates a net profit of 120 million to 160 million yuan for the first half of 2025, representing a year-on-year growth of 50% to 100% [2] - Mould Technology received a project from a well-known North American electric vehicle company, with expected total sales of 1.236 billion yuan over five years [3] Group 3: Regulatory and Compliance - *ST Yuancheng is under investigation by the China Securities Regulatory Commission for suspected false disclosures in financial reports [4] - The company received a notice of investigation on July 1, 2025, which may lead to significant penalties and potential delisting [4] Group 4: Market Activity - Changcheng Military Industry's stock has experienced significant volatility, with a cumulative price deviation exceeding 20% over three trading days, indicating potential irrational speculation [5] - Anglikang has only one innovative drug project, ALK-N001, currently in Phase I clinical trials, highlighting the long and uncertain nature of drug development [6] Group 5: Sales and Contracts - Beiqi Blue Valley's subsidiary reported a 139.73% year-on-year increase in sales for the first half of the year [7] - Dong'an Power's engine sales in June increased by 82.79% year-on-year [7] - Pudong Construction's subsidiary won multiple major projects with a total bid amount of 1.964 billion yuan [7]

证券代码：688321 证券简称：微芯生物 公告编号：2025-040 深圳微芯生物科技股份有限公司 一、药品基本情况 1、产品名称：CS231295 片 受理号：IND176942 受理日期：2025 年 6 月 30 日 适应症：晚期实体瘤 申请事项：新药临床试验申请 自愿披露关于CS231295临床试验申请获得FDA受理的公告 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。 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"）的全资子公司微芯生 物科技（美国）有限公司于 6 月 30 日收到美国食品药品监督管理局（以下简称 "FDA"）的书面回复，公司自主研发的 CS231295 关于晚期实体瘤的临床试验申 请获得 FDA 受理。 本次申请为新药临床试验申请，自提交日起若 30 日内未收到 FDA 的通知， 或 30 日内收到 FDA 同意开展临床试验的通知，公司即可按照提交的方案开展临 床试验。临床试验能否最终开展存在不确定性，敬请广大投资者注意防范投资风 险，谨慎决策。现将相关情况公告如下： 三、风险 ...