证券代码：688338 证券简称：赛科希德 公告编号：2026-004 北京赛科希德科技股份有限公司 （一）核心技术人员的具体情况 杨娟，女，1989 年出生，中国国籍，无永久境外居留权。杨娟 2015 年 7 月， 毕业于中国科学院水生生物研究所生物工程专业，获硕士学位；2018 年 7 月毕业 于中国科学院水生生物研究所水生生物学专业，获博士学位。2018 年 7 月至 2019 年 5 月，任本公司试剂技术员；2019 年 5 月至 2023 年 10 月，任试剂研发部经理； 2023 年 10 月至 2024 年 4 月，任试剂研发部副总监；2024 年 4 月至 2026 年 2 月， 关于公司核心技术人员离职的公告 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： 北京赛科希德科技股份有限公司（以下简称"公司"）核心技术人员杨娟 女士因个人原因于近日向公司申请辞去相关职务，辞职后不再担任公司任何职务。 杨娟女士与公司签有《保守商业秘密和与知识产权有关的保密协议》，任 职期间作为发明人或共同发明人申 ...

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 ...

Group 1 - The core point of the article is that Saikexide (688338.SH) has completed a share reduction plan by shareholder Zhang Haiying, who has sold a total of 192,100 shares, accounting for 0.1810% of the company's total equity [1] Group 2 - The share reduction was executed through centralized bidding [1] - The completion date of the share reduction plan is February 9, 2026 [1]

Core Viewpoint - Major shareholder Zhang Haiying has reduced her stake in Saikexide by selling 192,100 shares, representing 0.1810% of the total share capital, between February 4 and February 9, 2026, realizing approximately 5.99 million yuan in cash [1] Group 1 - Zhang Haiying's shareholding decreased from 5.1809% to 4.9999%, thus no longer qualifying as a major shareholder [1] - The shares were sold at a price range of 29.45 to 33.97 yuan per share [1] - The total number of shares held after the reduction is 530,700 shares, down from 549,910 shares [1]

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]

Group 1 - The company has been focusing on the development of its overseas business, expanding its operations to countries and regions such as Russia, the Middle East, and South America [2] - Currently, overseas business accounts for a small proportion of the company's overall operations and is in a stage of development and growth [2] - Further details regarding the overseas revenue and its proportionate increase will be disclosed in the company's upcoming 2025 annual report [2]

Group 1 - The core viewpoint of the article highlights that the company is focusing on the development of its overseas business, which has expanded to regions such as Russia, the Middle East, and South America [1] - The company acknowledges that its overseas business currently represents a small portion of its overall operations and is still in a growth phase [1] - Investors are encouraged to monitor the company's upcoming disclosures, particularly the 2025 annual report, for more detailed information regarding overseas revenue and its proportionate increase [1]