Group 1 - Microchip Biotech announced on January 30 that it received a notice from shareholder Tianfu Qingkong regarding the unfreezing of approximately 8.21 million shares that were previously judicially frozen [1] Group 2 - The nuclear power construction industry is experiencing a surge in demand, with equipment manufacturers reporting that orders are booked until 2028, leading to continuous operations with employees working in three shifts around the clock [1]

证券代码：688321 证券简称：微芯生物 公告编号：2026-010 深圳微芯生物科技股份有限公司 关于持股 5%以上股东部分被冻结股份已解冻的公告 天府清源控股有限公司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： ●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"）股东天府清源控股有限公司（以下简称"天府清控"） 持有公司 8,214,410 股，占公司总股本的比例为 2.01%。天府清控系 股东博奥生物集团有限公司的一致行动人，博奥生物集团有限公司持 有公司的股份数量为 22,471,269 股，占公司总股本的比例为 5.51%， 两者合计持有公司的股份比例为 7.52%。 ●本次天府清控解除冻结数量为 8,214,410 股，占公司总股本的 比例为 2.01%。截至本公告披露日，天府清控所持公司股份不存在被 冻结的情况。 公司于 2023 年 8 月 17 日披露了股东天府清控所持公司股份 8,214,410 股全部被司法冻结，具体内容详见《深圳微芯生物科技股 份有限公司关于持股 5%以上股东部分股份 ...

证券代码：688321 证券简称：微芯生物 公告编号：2026-009 深圳微芯生物科技股份有限公司 关于公司关联方拟参与认购向特定对象发行股票涉及关联交易的公告 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"）向特定对象发行股票的申请已获得中国证券监督 管理委员会同意注册批复，诺德基金管理有限公司（以下简称"诺德基金"）有意向参与认购公司本次向 特定对象发行的股票，拟认购金额不超过人民币3,000万元。 ●公司直接持股5%以上的股东博奥生物集团有限公司（以下简称"博奥生物"）的一致行动人天府清源控 股有限公司（以下简称"天府清控"）持有诺德基金股份比例为51%，为诺德基金的控股股东，因此认定 诺德基金为公司关联方，其认购公司本次发行的股票构成关联交易。本次关联交易不构成《上市公司重 大资产重组管理办法》规定的重大资产重组。 ●本事项已经公司第三届董事会第二十一次会议审议通过，提交董事会审议前已经独立董事专门会议审 议通过，无需提交公司股东会审议。 ●公司本 ...

证券代码：688321 证券简称：微芯生物 公告编号：2026-009 深圳微芯生物科技股份有限公司 关于公司关联方拟参与认购向特定对象发行股票涉及关联 交易的公告 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"）向特定对象发行股 票的申请已获得中国证券监督管理委员会同意注册批复，诺德基金管理有限公司 （以下简称"诺德基金"）有意向参与认购公司本次向特定对象发行的股票，拟 认购金额不超过人民币 3,000 万元。 ●公司直接持股 5%以上的股东博奥生物集团有限公司（以下简称"博奥生 物"）的一致行动人天府清源控股有限公司（以下简称"天府清控"）持有诺德 基金股份比例为 51%，为诺德基金的控股股东，因此认定诺德基金为公司关联方， 其认购公司本次发行的股票构成关联交易。本次关联交易不构成《上市公司重大 资产重组管理办法》规定的重大资产重组。 ●本事项已经公司第三届董事会第二十一次会议审议通过，提交董事会审议 前已经独立董事专门会议审议通过，无需提交公司股东会审 ...

Core Viewpoint - Microchip Biotech's clinical trial application for CS08399 has been accepted, indicating progress in its drug development pipeline [1] Group 1 - The acceptance of the clinical trial application marks a significant milestone for Microchip Biotech in advancing its research and development efforts [1] - CS08399 is expected to address unmet medical needs in its targeted therapeutic area, potentially enhancing the company's market position [1]

Core Viewpoint - Microchip Biotech (688321) is expected to achieve significant revenue growth in 2025, driven by strong sales of its products, particularly Seglitazone and the inclusion of a new indication for Sidabamine in the national medical insurance directory [1][2]. Trading Information Summary - On January 27, Microchip Biotech closed at 33.6 yuan, down 2.3%, with a turnover rate of 4.03%, a trading volume of 164,300 shares, and a transaction value of 547 million yuan [1]. - The net outflow of main funds was 71.25 million yuan, accounting for 13.02% of the total transaction value [2]. Fund Flow Summary - Retail investors showed a net inflow of 68.55 million yuan, representing 12.53% of the total transaction value, while speculative funds had a net inflow of 2.70 million yuan, making up 0.49% of the total transaction value [1]. Company Announcement Summary - Microchip Biotech forecasts a revenue of approximately 910.08 million yuan for 2025, reflecting a year-on-year growth of about 38.32% [1]. - The company anticipates a net profit attributable to shareholders of around 53.46 million yuan, marking a significant turnaround from a loss, with a year-on-year increase of approximately 168.03 million yuan [1]. - The growth in performance is primarily attributed to a 123% increase in sales revenue from Seglitazone and the sales boost from Sidabamine's new indication being included in the national medical insurance directory [1][2].

Market Performance - The pharmaceutical sector increased by +0.29% on January 26, 2025, outperforming the CSI 300 index by 0.19 percentage points, ranking 8th among 31 sub-industries in the Shenwan classification [1] - Among sub-industries, vaccines (+7.99%), in vitro diagnostics (+3.73%), and blood products (+3.47%) showed the best performance, while hospitals (-2.01%), medical R&D outsourcing (-1.36%), and offline pharmacies (-1.18%) lagged behind [1] - Top three individual stock gainers were Maike Biological (+20.03%), Cap Bio (+20.03%), and Zhijiang Biological (+20.01%), while the biggest losers were Weikang Pharmaceutical (-8.50%), Medisi (-7.28%), and Meinian Health (-6.08%) [1] Industry News - Recently, InSilico Medicine announced that its self-developed oral NLRP3 inhibitor ISM8969 has received IND approval from the FDA for the treatment of Parkinson's disease [2] - The upcoming Phase 1 clinical trial will assess the safety, tolerability, and pharmacokinetic characteristics of ISM8969 in healthy volunteers, aiming to determine the recommended dosage for subsequent studies [2] - ISM8969 is an innovative NLRP3 inhibitor with ideal blood-brain barrier penetration characteristics, targeting pathological inflammatory responses to support neuronal survival and function in neurodegenerative disease patients [2] - The drug candidate was discovered and optimized using InSilico Medicine's AI platform, Chemistry42 [2] Company News - Jiuan Medical (002432) expects to achieve a net profit attributable to shareholders of 2.02-2.35 billion yuan in 2025, representing a year-on-year growth of 21.05%-40.83%, with a non-recurring net profit forecast of 2.07-2.40 billion yuan, up 23.18%-42.81% [3] - Sanofi Guojian (688336) anticipates a revenue of 4.20 billion yuan in 2025, a significant year-on-year increase of 251.76%, with a net profit of 2.90 billion yuan, up 311.35%, and a non-recurring net profit of 2.80 billion yuan, reflecting a staggering growth of 1038.21% [3] - Dabo Medical (002901) forecasts a net profit of 580-610 million yuan in 2025, a growth of 62.55%-70.96%, with a non-recurring net profit of 455-485 million yuan, up 59.42%-69.93% [3] - Microchip Biotech (688321) expects a revenue of 910 million yuan in 2025, a year-on-year increase of 38.32%, with a net profit of 53 million yuan, marking a return to profitability, and a non-recurring net profit of 38 million yuan, also indicating a return to profitability compared to the previous year [3]

Summary of Key Points from the Conference Call Company Overview - The report focuses on Microchip Biotech, a company in the pharmaceutical industry, specifically analyzing its performance in 2025 and projections for 2026 [1] Financial Performance - In 2025, the company achieved a revenue of 910 million yuan, representing a year-over-year increase of 38% [1] - The revenue from the drug Sidabamine grew by 16% and it was included in the regular medical insurance directory [1] - The revenue from the drug Siglethana increased by 123%, indicating rapid growth for both products [1] - The net profit attributable to the parent company for 2025 was 53 million yuan, with a non-recurring profit of 38 million yuan, significantly improving from a net loss of 115 million yuan and a non-recurring loss of 205 million yuan in 2024 [1] - In Q4 2025, the company reported revenue of approximately 236 million yuan, a year-over-year increase of 33%, although there was a slight quarter-over-quarter decline due to price adjustments following the inclusion of Sidabamine in medical insurance [1] - The net profit attributable to the parent company in Q4 2025 was approximately -18 million yuan, with a non-recurring net profit of about -20 million yuan, both showing significant reduction in losses compared to previous periods [1] Future Projections - For 2026, the company anticipates continued data readouts, with key clinical results expected for several drugs [2] - The clinical results for Sidabamine in CRC Phase III are expected to be available by the end of 2026 to early 2027 [2] - The clinical results for Seoroni in PDAC Phase II are expected to mature by mid-2026 [2] - Additionally, preliminary human exploration results for oral PDL1 small molecules, TYK2 inhibitors, and next-generation AURORAB inhibitors are anticipated in the second half of 2026 [2] Additional Insights - The inclusion of Sidabamine in the medical insurance directory is a significant milestone that may enhance its market penetration and revenue potential [1] - The rapid growth rates of both Sidabamine and Siglethana suggest a strong demand and effective market strategies [1] - The company’s ability to reduce losses significantly indicates improving operational efficiency and potential for future profitability [1][2]

Market Overview - The A-share market experienced a decline, with the Shanghai Composite Index closing at 4132.61, down 0.09%, and the Shenzhen Component Index down 0.85% at 14316.64 [5][8] - The overall market saw a trading volume of 32,806.44 billion, an increase of 1,625.37 billion from the previous trading day, indicating active trading despite the market's downturn [9][11] Economic Insights - The People's Bank of China conducted a 7-day reverse repurchase operation of 150.5 billion at an interest rate of 1.40%, resulting in a net withdrawal of 7.8 billion for the day [21] - By the end of 2025, the total number of new energy vehicles in China is expected to reach 43.97 million, accounting for 12.01% of the total vehicle population [22][23] - Domestic travel by residents is projected to increase by 907 million trips in 2025, with total travel expenditure reaching 6.3 trillion, a year-on-year increase of 9.5% [24][25] Industry Dynamics - Tianjin has adjusted its housing provident fund loan policies, raising the maximum loan limits for first and second homes to 1.2 million and 1 million respectively [26][27] - The National Development and Reform Commission has issued guidelines to promote the sustainable development of intercity railways, emphasizing planning, operational optimization, and risk management [32][34][35] Company Updates - Micron Biologics (688321.SH) expects a revenue of 910 million for 2025, a year-on-year increase of approximately 38.32%, with a projected net profit of 53 million, marking a turnaround from losses [36][37] - Miaokelan (600882.SH) plans to recognize a fair value change loss related to an acquisition fund, which may significantly impact its net profit for 2025 [38][39] - Six Nations Chemical (600470.SH) anticipates a net loss of 480 million to 410 million for 2025 due to intensified competition and export restrictions [41][42] - Huaxin Co. (600621.SH) expects a net profit increase of approximately 77.48% for 2025, driven by growth in investment and brokerage business revenues [43] - Hunan Gold (002155.SZ) forecasts a net profit increase of 50% to 90% for 2025, attributed to rising sales prices of gold, antimony, and tungsten products [44][45]

（文章来源：证券日报） 证券日报网讯 1月26日，微芯生物发布公告称，公司预计2025年年度实现营业收入91，008.00万元左 右，同比增长38.32%左右。 ...