8月5日，微芯生物大宗交易成交7万股，成交额211.05万元，占当日总成交额的0.43%，成交价30.15元，较市场收盘价36.94元折价18.38%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | | 2025-08-05 | 微芯生物 | 688321 | 30.15 211.05 | 机构专用 | 国投证券股份有限 公司深圳宝安海秀 | | | | | | | Party Very 244 224 . 11 . An | ...

Group 1 - The National Health Commission and the National Administration of Traditional Chinese Medicine released the 2025 version of the Chikungunya fever diagnosis and treatment plan to enhance standardized treatment levels [1] - The new treatment plan reflects China's heightened vigilance towards imported infectious diseases, as there is currently no vaccine available for the virus [1] Group 2 - Renfu Pharmaceutical announced a change in its actual controller to China Merchants Group, with China Merchants Biomedical controlling approximately 4.34 billion shares, accounting for 26.62% of the total share capital [2] - The change in control is expected to stabilize the company's governance structure and promote resource integration [2] Group 3 - Huahai Pharmaceutical's HB0043, the world's first dual-target antibody drug targeting IL-17A and IL-36R, has received clinical trial approval from the National Medical Products Administration [3] - HB0043 shows stronger efficacy than monoclonal antibodies in various animal disease models, indicating its potential for treating autoimmune diseases [3] Group 4 - Microchip Biotech received FDA approval for the clinical trial of CS231295, a selective AuroraB inhibitor for treating advanced solid tumors, highlighting its ability to penetrate the blood-brain barrier [4] - The approval signifies a differentiated innovation capability in the field of brain tumor treatment, where most drugs struggle to cross the blood-brain barrier [4] Group 5 - Shutaishen obtained a summary report for the I/II phase clinical study of BDB-001 injection for ANCA-associated vasculitis, showing significant clinical advantages in steroid reduction and complete remission rates [5] - The company plans to advance to phase III clinical trials to further validate the clinical benefits for AAV patients [5]

Key Points - Tibet Tourism may apply for suspension of trading if significant abnormalities occur in stock transactions [1] - Southern Road Machinery's stock price has deviated from its fundamental situation [1] - Industrial Fulian's major customers and products have not undergone significant changes [1] - Yingweike has established a relatively complete liquid cooling technology and product solution capability [1] - Victory Energy's operational situation remains normal with no significant changes in the internal and external business environment [1] - Qizheng Tibetan Medicine's operational situation is normal with no significant changes in the internal and external business environment [1] - Dongxin Co. states that its investment in Shanghai Lishuan's chip products is not applicable for large model computing clusters [1] - Guosheng Co. has obtained project filing related to PEEK from its wholly-owned subsidiary [1] - Action Education's actual controller proposed a mid-term dividend of 10 yuan per 10 shares [1] Mergers and Acquisitions - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share acquisition [1] - Dashengda intends to acquire 30% equity of Thailand's Far East [1] Financing - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1] - Sixuan New Materials intends to raise no more than 466 million yuan through a private placement [1] - Changhua Chemical plans to raise no more than 230 million yuan for a carbon dioxide polyether project [1] Share Buybacks and Reductions - Fuanna plans to repurchase shares worth between 55.85 million and 104 million yuan [1] - Jiangnan Yifan's board member intends to increase his stake in the company [1] - Jieya Co. and its concerted parties plan to reduce their holdings by no more than 4.95% [1] - Other companies including Tongda Co., Haohan Deep, and Wanhu Chemical also plan to reduce their holdings [1] Operational Data - Sinopec expects a net profit decline of 39.5% to 43.7% year-on-year for the first half of the year [1] - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half, up 16.05% year-on-year [1] - Daodaquan's net profit increased by 563.15% year-on-year, proposing a dividend of 1.76 yuan per 10 shares [1] - Zhengdan Co. reported a net profit increase of 120.35% year-on-year, proposing a dividend of 3 yuan per 10 shares [1] - Other companies reported varying profit changes, including losses and significant increases [1] Contracts and Major Investments - Sanhui Electric signed a framework contract for robot equipment sales [1] - Zhejiang University Network New's subsidiary won a smart engineering project worth 94.2712 million yuan [1] - New Aluminum Times plans to invest no less than 500 million yuan in a project for lightweight, high-strength auto parts [1] - Zhishang Technology will use part of its raised funds for a smart manufacturing production base in Vietnam [1]

Group 1 - The company has decided not to exercise the early redemption rights for the "Microchip Convertible Bonds" despite meeting the conditions for conditional redemption [2][8][9] - The stock price of the company met the requirement of being at least 130% of the current conversion price (32.838 CNY/share) for at least 15 out of 30 trading days from July 11 to July 31, 2025, triggering the conditional redemption clause [2][7] - The board of directors held a meeting on July 31, 2025, to review and approve the decision not to redeem the bonds early, citing confidence in the company's sustainable development and intrinsic value [8][9][10] Group 2 - The company issued 5 million convertible bonds with a total amount of 500 million CNY, which are set to mature in six years from July 5, 2022, to July 4, 2028 [3][4] - The initial conversion price was set at 25.36 CNY/share, which was adjusted to 25.26 CNY/share on June 4, 2024, due to share buybacks and reductions in total share capital [4] - The redemption terms state that the company can redeem the bonds at 115% of the face value after maturity or under certain conditions during the conversion period [5][6]

一、药品基本情况 申请编号：IND 176942 适应症：晚期实体瘤 证券代码：688321 证券简称：微芯生物 公告编号：2025-046 深圳微芯生物科技股份有限公司 关于 CS231295 临床试验申请获得 FDA 批准的公告 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 7 月 31 日收到美国食品药品监督管理局（以下简称 "FDA"）签发的关于允许公司自主研发的 CS231295 开展治疗晚期实体瘤的 I 期 临床试验的通知，现将相关情况公告如下： 根据美国药品注册相关的法律法规要求，药品在获得开展临床试验的批准后， 尚需开展临床试验，并经美国 FDA（美国食品药品监督管理局）批准后方可生 产上市。考虑到创新药的临床试验周期较长且不确定性较大，须在开展一系列临 床试验并经 FDA 批准后方可上市，短期内对公司经营业绩不会有重大影响。 临床试验、审批的结果以及时间都具有一定的不确定性。考虑到研发周期长、 ...

国投证券股份有限公司 国投证券股份有限公司（以下简称"国投证券"、"保荐机构"）作为深圳 微芯生物科技股份有限公司（以下简称"微芯生物"或"公司"）向不特定对象 发行可转换公司债券的持续督导保荐机构，根据《证券发行上市保荐业务管理办 法》《上海证券交易所科创板股票上市规则》《可转换公司债券管理办法》和《上 海证券交易所上市公司自律监管指引第 12 号——可转换公司债券》等有关规 定，对公司不提前赎回"微芯转债"的事项进行了核查，核查情况及核查意见如 下： 一、可转债发行上市概况 二、可转债赎回条款与预计触发情况 （一）赎回条款 根据《募集说明书》的约定，"微芯转债"的赎回条款如下： 关于深圳微芯生物科技股份有限公司 不提前赎回"微芯转债"的核查意见 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 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〕195 号文同意，公司发行的 交易，债券简称" ...

证券代码：688321 证券简称：微芯生物 公告编号： 2025-045 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 ? 在未来三个月内（即 2025 年 8 月 1 日起至 2025 年 10 月 31 日），如果再 次触发"微芯转债"有条件赎回条款，公司亦不提出有条件赎回方案。公司以 2025 年 11 月 3 日（11 月 1 日-2 日为非交易日，因此顺延）为首个交易日重新计算， 若再次触发"微芯转债"的有条件赎回条款，届时公司董事会将再次召开会议决定 是否行使"微芯转债"有条件赎回的权利。 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 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〕195 号文同意，公司发行的 交易，债券简称"微芯转债"，债券代码"118012"。 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 ...

（文章来源：证券日报） 证券日报网讯 7月31日晚间，微芯生物发布公告称，公司于2025年7月31日召开第三届董事会第十二次 会议，审议通过了《关于不提前赎回"微芯转债"议案》，决定本次不行使"微芯转债"的提前赎回权利， 不提前赎回"微芯转债"。 ...

进一步统计，近3个月内该股累计发生36笔大宗交易，合计成交金额为1.92亿元。 微芯生物7月31日大宗交易平台出现一笔成交，成交量15.00万股，成交金额460.50万元，大宗交易成交 价为30.70元，相对今日收盘价折价17.58%。该笔交易的买方营业部为兴业证券股份有限公司福州新权 路香格里拉证券营业部，卖方营业部为国投证券股份有限公司深圳宝安海秀路证券营业部。 | 成交量 | 成交金 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | | | | | 15.00 | 460.50 | 30.70 | -17.58 | 兴业证券股份有限公司福州 | 国投证券股份有限公司深 | | | | | | 新权路香格里拉证券营业部 | 圳宝安海秀路证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 证券时报·数据宝统计显示，微芯生物今日收盘价为37.25元，上涨0.27%，日换手率 ...

《科创板日报》7月31日讯 今日科创板晚报主要内容包括：国常会审议通过《关于深入实施"人工智能 +"行动的意见》；国家医保局支持脑机接口等新技术进入临床并收费；特斯拉将Robotaxi服务范围扩大 至加州湾区。 【热点聚焦】 简讯： 国常会审议通过《关于深入实施"人工智能+"行动的意见》 据央视新闻报道，国务院总理李强7月31日主持召开国务院常务会议，会议审议通过《关于深入实施"人 工智能+"行动的意见》。会议指出，当前人工智能技术加速迭代演进，要深入实施"人工智能+"行动， 大力推进人工智能规模化商业化应用，充分发挥我国产业体系完备、市场规模大、应用场景丰富等优 势，推动人工智能在经济社会发展各领域加快普及、深度融合，形成以创新带应用、以应用促创新的良 性循环。政府部门和国有企业要强化示范引领，通过开放场景等支持技术落地。要着力优化人工智能创 新生态，强化算力、算法和数据供给，加大政策支持力度，加强人才队伍建设，构建开源开放生态体 系，为产业发展壮大提供有力支撑。要提升安全能力水平，加快形成动态敏捷、多元协同的人工智能治 理格局。 国家发改委：推动"人工智能+"行动走深走实 推进低空经济高质量发展 国家发展 ...