股票简称：赛科希德 北京赛科希德科技股份有限公司 简式权益变动报告书 上市公司名称：北京赛科希德科技股份有限公司 股票上市地点：上海证券交易所 股票代码：688338 信息披露义务人：张海英 住所及通讯地址：北京市顺义区*** 股权变动性质：股份减持 签署日期：2026 年 2 月 9 日 1 声 明 一、 本报告书系信息披露义务人依据《中华人民共和国证券法》《上市公 司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权 益变动报告书》及其他相关的法律、法规和规范性文件编制。 二、 信息披露义务人签署本报告书已获得必要的授权和批准。 三、 依据《中华人民共和国证券法》《上市公司收购管理办法》等相关规 定，本报告书已全面披露信息披露义务人在北京赛科希德科技股份有限公司拥有 权益的股份变动情况。截至本报告书签署之日，除本报告书披露的持股信息外， 信息披露义务人没有通过任何其他方式增加或减少其在北京赛科希德科技股份 有限公司中拥有权益的股份。 四、 本次权益变动是根据本报告书所载明的资料进行的。除信息披露义 务人外，没有委托或授权任何单位或个人提供未在本报告书中所列载的信息和对 本报告书做出 ...

证券代码：688338 证券简称：赛科希德 公告编号：2026-003 北京赛科希德科技股份有限公司 持股 5%以上股东减持股份结果暨减持至 5%以下权 益变动提示性公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 本次减持计划实施前，北京赛科希德科技股份有限公司（以下简称"公司" 或"赛科希德"）张海英女士作为公司持股 5%以上股东直接持有本公司股份 5,499,130 股,占公司总股本比例为 5.1809%。 上述股份均为无限售流通股，来源于公司首次公开发行前取得的股份以及公 司实施资本公积转增股本取得的股份。 本次权益变动系公司持股 5%以上股东张海英实施已披露的股份减持计划所 致，未触及要约收购，不会导致公司控股股东、实际控制人发生变化；本次权益 变动后，股东张海英女士持有公司股份由 5,499,130 股减少至 5,307,030 股，占 公司总股本的比例由 5.1809%降至 4.9999%，不再是公司持股 5%以上的股东。 现将相关情况公告如下： 一、减持主 ...

格隆汇2月10日丨赛科希德(688338.SH)公布，近日，公司收到张海英女士出具的《关于减持结果的告知 函》，截至2026年2月9日，公司股东张海英女士通过集中竞价方式累计减持公司股份19.21万股，占公 司总股本的0.1810%。本次减持计划实施完毕。 ...

赛科希德公告，持股5%以上股东张海英已于2026年2月4日-2026年2月9日通过集中竞价减持19.21万股， 占总股本0.1810%，成交价29.45-33.97元/股，套现599.16万元；减持后持股由549.91万股降至530.7万 股，持股比例由5.1809%降至4.9999%，不再为持股5%以上股东，本次减持计划实施完毕。 ...

Group 1 - The company has placed significant emphasis on the development of its overseas business in recent years [2] - The business scope has expanded to countries and regions such as Russia, the Middle East, and South America [2] - Currently, overseas business accounts for a low proportion of the company's overall operations and is in a stage of development and growth [2]

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical industry, indicating a positive outlook for investment opportunities in this sector [3]. Core Insights - The commercialization of Antibody-Drug Conjugates (ADC) is accelerating, with 20 ADC drugs approved globally, and 6 of them consistently generating over $1 billion in revenue for two consecutive years. The competition in the ADC market is entering a new phase, with approximately 60 ADC drugs currently in clinical phase 3 or awaiting market approval [6][30]. - Domestic innovative pharmaceutical companies are adopting various strategies for ADC capacity layout, with companies like Rongchang Biopharma transitioning from outsourcing to in-house production, while others like Kelong Biotechnology are building their own production bases [6][31]. - The recent revision of the "Regulations on the Implementation of the Drug Administration Law of the People's Republic of China" supports segmented contract manufacturing and commercial-scale drug sales, providing a foundation for ADC commercialization partnerships [6][32]. Market Performance - The pharmaceutical index rose by 0.14% this week, outperforming the CSI 300 index by 1.47 percentage points, ranking 15th in industry performance [10]. - Since the beginning of 2026, the pharmaceutical index has increased by 3.28%, again outperforming the CSI 300 index by 2.99 percentage points, ranking 23rd [10]. - The best-performing sub-sector this week was Traditional Chinese Medicine, which increased by 2.56%, while Chemical Pharmaceuticals and Biological Products saw declines of 0.62% and 1.82%, respectively [15][17]. Stock Performance - Among A-share pharmaceutical stocks, the top five performers this week were Guangshengtang (+29.83%), Haixiang Pharmaceutical (+18.64%), and Meidixi (+18.04%) [20]. - In the Hong Kong market, the top performers included Yiteng Jiahe (+14%) and Kedi-B (+9.96%), with 38 out of 116 pharmaceutical stocks rising, representing 32.76% [24][25]. Industry News and Policies - The inclusion of implantable brain-machine interfaces in the category of Class III medical devices marks a significant regulatory development, indicating a focus on innovative medical technologies [27]. - Novartis has submitted an application for the marketing of Ianalumab in China, a drug targeting various autoimmune diseases, which has shown promising results in clinical trials [27]. - Johnson & Johnson announced the approval of Daratumumab injection for a new combination therapy in China, providing a new treatment option for multiple myeloma patients [28].

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical industry [3] Core Insights - The commercialization of ADC (Antibody-Drug Conjugates) is accelerating, with 20 ADC drugs approved globally, and 6 of them have been in the "billion-dollar club" for two consecutive years [30][31] - The report highlights the increasing competition in the ADC sector, with approximately 60 ADC drugs currently in clinical phase 3 and application stages [30] - Domestic innovative pharmaceutical companies are adopting various strategies for ADC capacity layout, with companies like Rongchang Biopharma transitioning from outsourcing to in-house production, while others like Kelong Biotechnology are building their own production bases [31][32] Summary by Sections Market Review - The pharmaceutical index rose by 0.14% this week, outperforming the CSI 300 index by 1.47 percentage points, ranking 15th in industry performance [10] - Year-to-date, the pharmaceutical index has increased by 3.28%, also outperforming the CSI 300 index by 2.99 percentage points, ranking 23rd [10] Individual Stock Performance - In the A-share market, 255 out of 479 pharmaceutical stocks rose, with the top five performers being Guangshengtang (+29.83%), Haixiang Pharmaceutical (+18.64%), and Meidixi (+18.04%) [20] - In the Hong Kong market, 38 out of 116 pharmaceutical stocks rose, with the top performers including Yiteng Jiahe (+14%) and Kedi-B (+9.96%) [24] Industry News and Policies - The newly revised "Regulations on the Implementation of the Drug Administration Law" supports segmented contract manufacturing and commercial-scale drug sales, providing a foundation for ADC commercialization cooperation [32] - Notable industry developments include Novartis's application for Ianalumab in China and Johnson & Johnson's approval of Daratumumab injection for multiple myeloma treatment [27][28] Weekly Insights - The ADC commercialization battle has begun, with a significant increase in demand for ADC production capacity, leading to a supply-demand imbalance [30] - Major CXO companies are expanding ADC production capacity, with companies like WuXi AppTec acquiring East Yao Pharmaceutical to meet rising orders [31]

赛科希德（688338.SH）2月9日在投资者互动平台表示，近年来公司高度重视海外业务发展，业务范围 已经拓展到俄罗斯、中东、南美等国家和地区。海外业务在公司整体业务中占比不高，目前处于发展和 增长的阶段。具体情况请关注公司后续披露的2025年年度报告。 每经AI快讯，有投资者在投资者互动平台提问：海外收入下半年与上半年有哪些突破，占比提升多 少？ （文章来源：每日经济新闻） ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：公告君 有投资者在互动平台向赛科希德提问："海外收入下半年与上半年有哪些突破，占比提升多少。" 针对上述提问，赛科希德回应称："尊敬的投资者您好，近年来公司高度重视海外业务发展，业务范围 已经拓展到俄罗斯、中东、南美等国家和地区。海外业务在公司整体业务中占比不高，目前处于发展和 增长的阶段。具体情况请关注公司后续披露的2025年年度报告，感谢您对公司业务的关注。" ...

中国经济网北京2月9日讯赛科希德(688338.SH)今日收报32.55元，跌幅2.11%。目前该股处于破发状态。 赛科希德于2020年8月6日在上交所科创板上市，首次发行股份数量为2041.20万股，发行价格50.35元/ 股。上市首日，赛科希德开盘报180.00元，收盘报170.18元，上市首日盘中创下最高价186.00元，为该 股上市以来最高价。 赛科希德募集资金总额为10.28亿元，扣除发行费用后，募集资金净额为9.24亿元。公司最终募集资金净 额较原计划多5.54亿元。2020年7月29日，赛科希德发布的招股说明书显示，公司计划募集资金3.71亿 元，分别用于生产基地建设项目、研发中心建设项目、营销网络建设项目、补充营运资金。 赛科希德的保荐机构为中金公司（601995），保荐代表人为方良润、徐石晏。公司首次上市发行费用为 1.03亿元，其中保荐机构中金公司获得保荐和承销费8532.22万元。 2023年7月1日，赛科希德发布的2022年年度权益分派实施公告显示，公司2022年年度权益分派方案为： 以方案实施前的公司总股本为基数，每股派发现金红利0.26元(含税)，以资本公积金向全体股东每股转 增0 ...