格隆汇9月10日丨微芯生物(688321.SH)公布，因战略规划有资金需求，博奥生物拟自本公告披露之日起 15个交易日后的6个月内通过集中竞价交易与大宗交易相结合的方式减持所持有的公司股份合计数量不 超过1223.39万股（即不超过公司总股本的3%），采取集中竞价交易方式的，在任意连续90日内，减持 股份的总数不超过公司股份总数的1%，采取大宗交易方式的，在任意连续90日内，减持股份的总数不 超过公司股份总数的2%。 ...

Core Viewpoint - Microchip Biotech (688321) announced that its shareholder, BGI Group, holding 8.51% of the shares, plans to reduce its stake by up to 12.23 million shares, representing no more than 3% of the company's total share capital [1] Summary by Category - **Shareholder Action** - BGI Group intends to reduce its holdings through a combination of centralized bidding and block trading [1] - The total number of shares to be sold is capped at 12.23 million [1] - **Ownership Structure** - BGI Group currently holds 8.51% of Microchip Biotech's shares [1] - The planned reduction will decrease BGI's ownership to below 5.51% if the maximum number of shares is sold [1]

微芯生物公告，持股5%以上股东博奥生物持有公司3470.52万股，占8.51%，拟自本公告披露之日起15 个交易日后的6个月内，即2025年10月13日～2026年4月12日，减持不超1223.39万股，比例不超3%，其 中大宗交易不超815.59万股，集中竞价不超407.8万股；任意连续90日内，大宗交易减持不超2%，集中 竞价减持不超1%。 ...

证券代码：688321 证券简称：微芯生物 公告编号：2025-055 深圳微芯生物科技股份有限公司 关于持股 5%以上股东减持股份计划的公告 重要内容提示： 大股东持有的基本情况 截至本公告披露日，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"）持有公司股份 34,705,162 股，占公司总股本比例为 8.51%。 博奥生物持有公司的上述股份均为公司首次公开发行前取得股份，已于 2022 年 8 月 12 日解除限售并上市流通。 减持计划的主要内容 因战略规划有资金需求，博奥生物拟自本公告披露之日起 15 个交易日后的 6 个月内通过集中竞价交易与大宗交易相结合的方式减持所持有的公司股份合 计数量不超过 12,233,893 股（即不超过公司总股本的 3%），采取集中竞价交易 方式的，在任意连续 90 日内，减持股份的总数不超过公司股份总数的 1%，采取 大宗交易方式的，在任意连续 90 日内，减持股份的总数不超过公司股份总数的 2%。 若减持计划实施期间公司有派息、送股、资本公积金转增股本、配股等除权 除息事项，减持股份数将进行相应调整。 ...

Company Overview - Microchip Biotech Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on March 21, 2001. The company went public on August 12, 2019. Its main business involves providing affordable, urgently needed innovative molecular entity drugs for patients [1]. - The revenue composition of the company is as follows: 97.80% from product sales, 1.81% from other (supplementary) sources, 0.27% from technology licensing, and 0.13% from other sources [1]. Stock Performance - On September 9, Microchip Biotech's stock fell by 5.08%, trading at 34.74 yuan per share, with a transaction volume of 416 million yuan and a turnover rate of 2.83%. The total market capitalization is 14.167 billion yuan [1]. Fund Holdings - According to data from the top ten holdings of funds, one fund under Minsheng Jianyin has a significant position in Microchip Biotech. The Minsheng Jianyin Selected Mixed Fund (690003) reduced its holdings by 16,300 shares in the second quarter, now holding 61,000 shares, which accounts for 3.98% of the fund's net value, ranking as the ninth largest holding [2]. - The Minsheng Jianyin Selected Mixed Fund (690003) was established on February 3, 2010, with a latest scale of 36.408 million yuan. Year-to-date returns are 47.17%, ranking 685 out of 8179 in its category, while the one-year return is 70.55%, ranking 1221 out of 7984. Since inception, the fund has experienced a loss of 34.51% [2]. Fund Manager Profile - The fund manager of Minsheng Jianyin Selected Mixed Fund (690003) is Liu Xiaohan, who has a cumulative tenure of 15 years and 118 days. The total asset size of the fund is 71.9225 million yuan, with the best return during his tenure being 91.63% and the worst return being -36.36% [3].

截至6月30日，微芯生物股东户数1.95万，较上期增加10.37%；人均流通股20893股，较上期减少 9.40%。2025年1月-6月，微芯生物实现营业收入4.07亿元，同比增长34.56%；归母净利润2959.22万元， 同比增长172.16%。 责任编辑：小浪快报 今年以来微芯生物已经2次登上龙虎榜，最近一次登上龙虎榜为7月3日。 资料显示，深圳微芯生物科技股份有限公司位于广东省深圳市南山区西丽街道曙光社区智谷产业园B栋 21F-24F，成立日期2001年3月21日，上市日期2019年8月12日，公司主营业务涉及为患者提供可承受 的、临床亟需的原创新分子实体药物。主营业务收入构成为：商品销售97.80%，其他(补充)1.81%，技 术授权收入0.27%，其他0.13%。 微芯生物所属申万行业为：医药生物-化学制药-化学制剂。所属概念板块包括：猴痘概念、创新药、生 物医药、抗癌药物、抗癌治癌等。 9月9日，微芯生物盘中上涨2.02%，截至09:59，报37.34元/股，成交1.27亿元，换手率0.84%，总市值 152.27亿元。 资金流向方面，主力资金净流出431.65万元，特大单买入845.98万元， ...

Core Viewpoint - The report emphasizes the sustained high growth in the innovative pharmaceutical and medical device sectors, recommending continued investment in these areas [1]. Investment Highlights - The report maintains a recommendation for innovative pharmaceuticals and medical devices, highlighting the potential for value re-evaluation in the Pharma sector, with specific buy ratings for companies such as 恒瑞医药, 翰森制药, 三生制药, and 华东医药 [2]. - It continues to recommend Biopharma/Biotech companies that are gradually realizing their innovative pipelines and entering a performance growth phase, with buy ratings for 科伦博泰生物, 信达生物, 康方生物, 新诺威, 映恩生物, 京新药业, 微芯生物, 特宝生物, 我武生物, and 来凯医药 [2]. - The report also suggests investment in CXO and upstream pharmaceutical companies benefiting from innovation and recovery, maintaining buy ratings for 百普赛斯, 药明康德, 药明合联, 泰格医药, and 美诺华 [2]. - It recommends leading medical device companies expected to recover, with buy ratings for 微创医疗, 联影医疗, and 惠泰医疗 [2]. Market Performance - In the first week of September 2025, the A-share pharmaceutical sector outperformed the broader market, with the SW pharmaceutical and biotech index rising by 1.4% while the Shanghai Composite Index fell by 1.2% [3]. - Within the biopharmaceutical sector, the chemical preparations segment saw a notable increase of 4.5%, while biological products and medical services rose by 1.9% and 1.7%, respectively [3]. - The top-performing stocks included 海辰药业 (+28.7%), 长春高新 (+24.2%), and 百花医药 (+21.3%), while the worst performers were 舒泰神 (-24.0%), 广生堂 (-15.8%), and 塞力医疗 (-15.6%) [3]. - In the Hong Kong market, the healthcare sector also outperformed, with the Hang Seng Healthcare index rising by 7.0% and the biotech index by 7.3%, compared to a 1.4% increase in the Hang Seng Index [3]. - The top gainers in the Hong Kong market were 三叶草生物-B (+99%), 圣诺医药-B (+62%), and 加科思-B (+41%), while the biggest losers included 美中嘉和 (-11%), 科笛-B (-9%), and 思路迪医药股份 (-6%) [3]. - In the US market, the healthcare sector performed in line with the broader market, with the S&P Healthcare Select Sector Index increasing by 0.3%, matching the S&P 500's performance [4]. - The top gainers in the US healthcare sector included 德康医疗 (+7%), 生物基因 (+6%), and 环球健康服务 (+5%), while the largest declines were seen in KENVUE (-10%), REVVITY (-4%), and MOLINA HEALTHCARE (-3%) [4].

Company Overview - Microchip Biotech Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on March 21, 2001. The company went public on August 12, 2019. Its main business involves providing affordable and urgently needed innovative molecular entity drugs for patients [1]. Financial Performance - As of the latest report, Microchip Biotech's stock price increased by 5%, reaching 36.74 CNY per share, with a trading volume of 458 million CNY and a turnover rate of 3.12%. The total market capitalization stands at 14.982 billion CNY [1]. - The revenue composition of the company is as follows: 75.92% from Sidabone, 21.30% from Siglitazone, 2.04% from other supplementary products, 0.37% from other sources, and 0.36% from technology licensing [1]. Fund Holdings - According to data from the top ten heavy stocks of funds, Huatai Baoxing Fund has a significant holding in Microchip Biotech. The Huatai Baoxing Kelong A (009124) fund held 53,000 shares in the second quarter, accounting for 2.49% of the fund's net value, making it the third-largest heavy stock. The estimated floating profit today is approximately 92,800 CNY [2]. - The Huatai Baoxing Kelong A fund was established on May 11, 2020, with a current scale of 20.8067 million CNY. Year-to-date returns are 7.5%, ranking 5711 out of 8178 in its category. Over the past year, the return is 12.91%, ranking 6293 out of 7978, and since inception, the return is 33.71% [2]. Fund Management - The fund managers of Huatai Baoxing Kelong A are Zhou Yongmei and Chen Qiwei. As of the latest report, Zhou Yongmei has a cumulative tenure of 7 years and 214 days, managing assets totaling 8.897 billion CNY, with the best fund return during her tenure being 43% and the worst being -1.86% [3]. - Chen Qiwei has a cumulative tenure of 2 years and 80 days, managing assets totaling 24.594 billion CNY, with the best fund return during his tenure being 19% and the worst also being -1.86% [3].

Core Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index (000683) has shown a strong increase of 1.32% as of September 5, 2025, with notable gains in constituent stocks such as Zai Lab (688266) up 5.31%, Junshi Biosciences (688180) up 3.89%, and Huatai Medical (688617) up 3.85% [1] - Novartis continues to invest in siRNA technology, recently entering into a significant business development deal with BGI Genomics, involving an upfront payment of $160 million and a total potential milestone value of $5.2 billion [1] - According to Dongfang Securities, the performance of innovative drugs and the industry chain is strong, driven by the commercialization of domestic innovative products and the potential for international expansion [1] Industry Overview - The Sci-Tech Innovation Board Biopharmaceutical Index comprises 50 large-cap companies in the biopharmaceutical, biomedical engineering, biomedicine, and other related sectors, reflecting the overall performance of representative biopharmaceutical companies listed on the Sci-Tech Innovation Board [2] - As of August 29, 2025, the top ten weighted stocks in the index account for 50.27% of the total index, including companies like United Imaging Healthcare (688271) and BeiGene (688235) [2] - The Sci-Tech Biopharmaceutical ETF (588250) closely tracks the performance of the index, providing investors with exposure to the biopharmaceutical sector [2]

Group 1 - The company announced the resignation of Vice General Manager Zhang Libin due to personal reasons, effective immediately, and he will not hold any other positions within the company after his resignation [1][2]. - Zhang Libin's resignation will not adversely affect the company's daily operations, as the responsibilities will be taken over by She Liangji, the Senior Vice President of the Group, who will directly lead the department [2][3]. - The company expressed gratitude for Zhang Libin's contributions during his tenure [2]. Group 2 - The company has upgraded its organizational structure, with She Liangji overseeing the commercial sector, which includes the oncology product division, metabolic disease product division, and commercial and market access department [2]. - A new "new retail" business department has been established to enhance online brand promotion and diversify sales channels, reflecting the company's strategic response to market demands [2]. - The sales revenue from the "sugar liver co-management" initiative has increased by 125.7% year-on-year, indicating strong market recognition [2].