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荣昌生物(688331) - 华泰联合证券有限责任公司关于荣昌生物制药(烟台)股份有限公司2024年年度报告的信息披露监管问询函回复的核查意见
2025-05-23 11:17
根据贵所《关于荣昌生物制药(烟台)股份有限公司 2024 年年度报告的信 息披露监管问询函》(上证科创公函【2025】0077 号)(以下简称"问询函")的 要求,华泰联合证券有限责任公司(以下简称"持续督导机构"或"保荐机构") 作为荣昌生物制药(烟台)股份有限公司(以下简称"荣昌生物"、"公司")首 次公开发行股票并上市的保荐机构及持续督导机构,对贵所问询函所列问题进行 了逐项核查,并出具专项意见如下: 问题 1 关于主营业务 核查意见 华泰联合证券有限责任公司 关于荣昌生物制药(烟台)股份有限公司 2024 年年度报告的信息披露监管问询函回复的核查意见 上海证券交易所: 年报显示,2024 年公司实现营业收入 17.17 亿元,同比增加 58.54%,其中 生物药收入 16.99 亿元,技术服务收入 0.11 亿元,主要是公司泰它西普和维迪 西妥单抗销量增加;公司归母净亏损 14.68 亿元,主要是研发支出 15.40 亿元。 请公司:(1)分产品列示公司 2 款商业化产品的销售收入、成本、毛利率, 并分析变动情况及原因,以及毛利率水平是否与同行业存在较大差异,如是,请 说明原因。(2)说明公司与辉瑞就 ...
荣昌生物(688331) - 荣昌生物制药(烟台)股份有限公司关于对上海证券交易所《监管问询函》回复的公告
2025-05-23 11:16
| 证券代码:688331 | 证券简称:荣昌生物 | 公告编号: 2025-026 | | --- | --- | --- | | 港股代码:09995 | 港股简称:榮昌生物 | | 荣昌生物制药(烟台)股份有限公司(以下简称"公司")于 2025 年 4 月 29 日收到上海证券交易所出具的《监管问询函》(上证科创公函【2025】0077 号)。现将相关回复内容公告如下: 依据《公开发行证券的公司信息披露内容与格式准则第 2 号——年度报告的 内容与格式》等规则的要求,经对你公司 2024 年年度报告事后审核,根据《上 海证券交易所科创板股票上市规则》第 14.1.1 条的规定,请你公司补充说明以 下问题。 问题 1 关于主营业务 年报显示,2024 年公司实现营业收入 17.17 亿元,同比增加 58.54%,其中 生物药收入 16.99 亿元,技术服务收入 0.11 亿元,主要是公司泰它西普和维迪 西妥单抗销量增加;公司归母净亏损 14.68 亿元,主要是研发支出 15.40 亿元。 请公司:(1)分产品列示公司 2 款商业化产品的销售收入、成本、毛利率, 并分析变动情况及原因,以及毛利率水平是否与 ...
荣昌生物(688331) - 安永华明会计师事务所(特殊普通合伙)关于荣昌生物制药(烟台)股份有限公司2024年年度报告的信息披露监管问询函的专项说明
2025-05-23 11:16
单位:万元,% | 分产品 | 营业收入 | 营业成本 | 毛利率 | 营业收入 | 营业成本 | 毛利率同比变化 | | --- | --- | --- | --- | --- | --- | --- | | | | | | 同比变化 | 同比变化 | | | 泰它西普 | 97,725.04 | 25,487.23 | 73.92 | 88.46 | 40.40 | 增加 8.93 个百分点 | | 维迪西妥单抗 | 72,189.24 | 7,442.18 | 89.69 | 36.04 | 27.62 | 增加 0.68 个百分点 | | 合计 | 169,914.28 | 32,929.41 | 80.62 | 61.95 | 37.29 | 增加 3.48 个百分点 | 问题 1.关于主营业务。年报显示,2024 年公司实现营业收入 17.17 亿元,同比增加 58.54%,其中生物药收入 16.99 亿元,技术服务收入 0.11 亿元,主要是公司泰它西普和维 迪西妥单抗销量增加;公司归母净亏损 14.68 亿元,主要是研发支出 15.40 亿元。 请公司:(1)分产品列示公司 2 款商业化产品的 ...
野村:荣昌生物新H股发行改善财务状况 升目标价190.8%
news flash· 2025-05-23 02:24
野村:荣昌生物新H股发行改善财务状况 升目标价190.8% 金十数据5月23日讯,野村发研报指,荣昌生物(09995.HK)配售新H股利好集团财务状况。该行相信, 目前市场对生物科技公司的强烈情绪,为集团提供了良好的发行时机,同时,8亿港元配售所得,将加 强集团有限的现金状况。该行认为,资产外授许可的前景亦变得更光明,因此上调集团目标价 190.8%,由16.37港元升至47.6港元。暂维持"中性"评级。 ...
荣昌生物制药(烟台)股份有限公司关于根据一般授权发行H股的公告
Core Viewpoint - The company plans to issue 19 million new H-shares to enhance its capital strength and support business expansion, with a focus on research and development in the biopharmaceutical sector [2][13][14]. Group 1: Share Placement Details - The company has entered into a placement agreement on May 22, 2025, to issue 19,000,000 new H-shares, representing approximately 10.02% of the existing H-shares and 3.49% of the total issued shares as of the announcement date [2][12]. - The placement price is set at HKD 42.44 per share, which reflects a discount of approximately 9.51% compared to the last trading day's closing price of HKD 46.90 [5][6]. - The net proceeds from the placement are expected to be around HKD 796 million after deducting commissions and estimated expenses [6][14]. Group 2: Use of Proceeds - The funds raised from the share placement will be utilized to enhance the company's research and development capabilities and support business expansion plans, particularly for its core product, RC18, in treating conditions such as myasthenia gravis and membranous nephropathy [14]. Group 3: Corporate Governance and Compliance - The share placement is authorized under the general mandate granted at the annual general meeting, allowing the board to issue up to 108,866,416 shares without further shareholder approval [12]. - The company will apply for the listing and trading approval of the new shares on the Hong Kong Stock Exchange [17]. - The company will comply with the regulations of the China Securities Regulatory Commission and complete the necessary filing procedures [18].
8亿!荣昌生物高位折让配售,股价为何能不跌反升?
Jin Rong Jie· 2025-05-22 12:33
Core Viewpoint - The Hong Kong stock market has seen a rise in discounted placements, with Rongchang Biopharmaceutical (09995.HK) announcing a placement of 19 million shares to raise approximately HKD 796 million, indicating strong market interest despite the company's ongoing losses [1][2][3]. Group 1: Placement Details - Rongchang Biopharmaceutical plans to place up to 19 million H-shares, representing about 10.02% of existing H-shares and 3.49% of total shares as of the announcement date [2]. - The placement price is set at HKD 42.44 per share, reflecting a discount of approximately 9.51% from the closing price on May 21 [2]. - The net proceeds from the placement are expected to be around HKD 796 million, aimed at enhancing research capabilities and business expansion [2]. Group 2: Financial Performance - Despite a revenue increase of 59% to RMB 1.71 billion in 2024, Rongchang Biopharmaceutical continues to operate at a loss, with a net loss of RMB 254 million in Q1 2025, which is a 27% increase in losses year-on-year [6][7]. - The company has only recorded a profit in 2021, primarily due to a licensing agreement with Seattle Genetics, which generated a net profit of RMB 276 million [6][5]. - As of Q1 2025, the company had cash and cash equivalents of RMB 719 million, indicating some liquidity but ongoing pressure on cash flow due to continuous losses [7]. Group 3: Product Pipeline and Market Potential - Rongchang Biopharmaceutical has developed over ten candidate drugs, with seven in clinical development targeting more than twenty indications [3]. - The company’s marketed products, including RC18 and RC48, are undergoing clinical trials for various indications, with RC48 being the first ADC drug in China to receive dual breakthrough therapy designation from both the FDA and the Chinese regulatory authority [4][3]. - The company is focusing on expanding the indications for its core product RC18, which has already received approvals for systemic lupus erythematosus and is expected to gain further approvals in the near future [4]. Group 4: Market Sentiment and Stock Performance - Since the beginning of 2025, Rongchang Biopharmaceutical's stock has surged over 240%, reflecting strong market sentiment and positioning for the placement [8]. - The stock's performance on May 22, where both A and H shares opened low but closed higher, suggests a positive market reaction to the placement announcement [8].
荣昌生物(09995.HK)拟折价9.51%配售1900万股H股 总筹8亿港元加码核心产品管线
Ge Long Hui A P P· 2025-05-21 23:54
Group 1 - The company, Rongchang Biopharma (09995.HK), has entered into a placement agreement with Morgan Stanley and Huatai International to issue 19 million new H-shares at a placement price of HKD 42.44, which represents a discount of approximately 9.51% compared to the closing price of HKD 46.90 on May 21 [1] - The placement shares will account for about 10.02% of the existing issued H-shares and approximately 3.49% of the total issued shares as of the announcement date [1] - Assuming no other changes in the issued share capital, the placement shares will represent about 9.11% of the enlarged issued H-shares and approximately 3.37% of the total issued shares after the placement [1] Group 2 - The total estimated proceeds from the placement are approximately HKD 806 million, with net proceeds expected to be around HKD 796 million after deducting commissions and estimated expenses [2] - The company plans to use the net proceeds for the expansion of its core product, RC18, into key indications such as myasthenia gravis, membranous nephropathy, and for general corporate purposes [2]
荣昌生物(688331) - 荣昌生物关于根据一般授权发行H股的公告
2025-05-21 23:40
| 证券代码:688331 | 证券简称:荣昌生物 | 公告编号:2025-025 | | --- | --- | --- | | 港股代码:09995 | 港股简称:榮昌生物 | | 荣昌生物制药(烟台)股份有限公司 关于根据一般授权发行 H 股的公告 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、准确性和完整性承担法律责任。 释义 | 除非文义另有所指外,下列词汇具有以下涵义: | | --- | | A股 | 指 | 本公司股本中每股面值人民币1.00元之人民币普 | | --- | --- | --- | | | | 通股,于上海证券交易所科创板上市 | | 年度股东大会 | 指 | 本公司于2024年6月28日举行的年度股东大会 | | 联系人 | 指 | 具有《上市规则》所赋予的涵义 | | 董事会 | 指 | 本公司董事会 | | | | 持牌银行于香港一般开放营业及联交所于香港一 | | 营业日 | 指 | 般开放买卖证券的任何日子(周六、周日及香港公 | | | | 众假期除外) | | | | 中华人民共和国(仅就本公告而言,不包括香 ...
荣昌生物(688331) - 荣昌生物第二届董事会第二十三次会议决议公告
2025-05-21 23:40
| 证券代码:688331 | 证券简称:荣昌生物 公告编号:2025-024 | | --- | --- | | 港股代码:09995 | 港股简称:榮昌生物 | 荣昌生物制药(烟台)股份有限公司 第二届董事会第二十三次会议决议公告 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。 一、董事会会议召开情况 荣昌生物制药(烟台)股份有限公司(以下简称"公司")第二届董事会第 二十三次会议于 2025 年 5 月 21 日在公司会议室以现场结合通讯方式召开。本次 会议由董事长王威东先生主持,应出席董事 9 人,实际出席董事 9 人,本次会议 的召集和召开程序符合《中华人民共和国公司法》(以下简称"《公司法》") 等法律法规、规范性文件以及《荣昌生物制药(烟台)股份有限公司章程》(以 下简称"《公司章程》")的相关规定,会议形成的决议合法、有效。 二、董事会会议审议情况 (一)审议通过《关于根据一般授权发行 H 股的议案》 2. 特此批准、确认并授权每份整体协调人聘用函的形式和内容,并授权任 何一位董事代表本公司签署、执行和交付 ...
创新药大消息,多股暴涨!最高一度涨超50%
证券时报· 2025-05-20 09:48
A股今日(5月20日)全线上扬,市场整体活跃,成交量有所放大;港股亦走高,两大股指均涨超 1%。 中信证券表示,海外订单稳健增长、鸡肉成本下行、人民币贬值、国产宠粮自主品牌整体增长提速、国货 龙头盈利能力持续提升等背景下,2024年、2025年一季度宠物板块业绩持续新高。展望后续,预计海外 需求稳健,国内市场国货替代持续,2025年宠物板块业绩有望持续增长。宠物经济是稀缺赛道,需求韧 性强,国内市场目前仍处"大行业、小龙头"阶段,龙头集中程度有望进一步提升,看好龙头通过产品创 新、品牌和渠道建设不断提升市场份额。 具体来看,A股三大股指盘中发力拉升,创业板指一度涨超1%。截至收盘,沪指涨0.38%报3380.48 点,深证成指涨0.77%报10249.17点,创业板指涨0.77%报2048.46点,北证50指数涨1.22%,沪深北 三市合计成交12114亿元,较昨日(5月19日)增加923亿元。 场 内 超 3800 股 飘 红 , 宠 物 经 济 概 念 爆 发 , 天 元 宠 物 ( 301335 ) 20% 涨 停 创 出 新 高 , 路 斯 股 份 (832419)一度涨停亦创新高;合成生物概念再度活 ...