登录新浪财经APP 搜索【信披】查看更多考评等级 上市公司名称：上海盟科药业股份有限公司 股票上市地点：上海证券交易所 股票简称：盟科药业 股票代码：688373 信息披露义务人：南京海鲸药业股份有限公司 住所及通讯地址：南京市江北新区新科二路23号 股份变动性质：股份增加 权益变动报告签署日期：2025年9月 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》、《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》、《公开发行 证券的公司信息披露内容与格式准则第16号——上市公司收购报告书》及其他相关法律、法规及规范性 文件的规定编写本报告书。 二、依据《证券法》、《收购办法》、《准则第15号》、《准则第16号》的规定，本报告书已全面披露 了信息披露义务人拥有的上市公司股份变动情况。截至本报告书签署之日，除本报告书披露的信息外， 信息披露义务人没有通过任何其他方式增加或减少其在上市公司中拥有权益的股份。 三、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反信息披露义务人公司章程 或内部规则中的任何条款，或与 ...

Group 1 - Haijing Pharmaceutical has signed a subscription agreement to acquire 20% of the shares, making it the controlling shareholder of the company [2] - Changchuan Technology expects a net profit increase of 131%-145% year-on-year for the first three quarters of 2025, driven by strong demand in the semiconductor industry [3] - Shengxin Lithium Energy plans to acquire a 21% stake in Qicheng Mining for 1.456 billion yuan, which will increase its ownership to 70% and enhance its lithium resource supply [4] Group 2 - Zhongjing Electronics plans to raise up to 700 million yuan through a private placement to fund projects in Thailand and Huizhou [6] - Guiyan Platinum intends to raise up to 1.291 billion yuan for various projects, including the establishment of a national key laboratory for precious metal materials [6] - Hong Kong-listed companies Tianqi Materials and Dayang Electric have submitted applications for their initial public offerings [9][10] Group 3 - Macro Technology plans to invest up to 450 million yuan in a project to establish a management headquarters and global R&D center [8] - Yunnan Tourism has signed a strategic cooperation agreement with Zhejiang Humanoid Robot Innovation Center to promote robot applications in cultural tourism [9] - LePu Medical has formed a strategic partnership with Hanhai Information Technology to enhance its medical beauty business [10] Group 4 - Guangdong Construction Group has won a construction contract worth 1.924 billion yuan for a property reconstruction project [11] - Youxun Da has been awarded contracts totaling approximately 107 million yuan from State Grid [12] - New Xiang Chemical plans a 90-day orderly shutdown for equipment upgrades, affecting production capacity and revenue [13]

格隆汇9月22日丨盟科药业(688373.SH)公布2025年度向特定对象发行股票预案，本次发行对象为南京海 鲸药业股份有限公司(称"海鲸药业"或"产业投资人")，发行对象以现金方式认购本次发行的股票，认购 金额不超过人民币10.33亿元(含本数)。本次向特定对象发行股票的募集资金总额不超过10.33亿元(含本 数)，全部用于公司日常研发与经营投入。 ...

Group 1 - The company Mengke Pharmaceutical (688373) plans to raise up to 1.033 billion yuan through a private placement at a price of 6.3 yuan per share, with all proceeds allocated for daily R&D and operational investments [1] - After the issuance, Haiqing Pharmaceutical will hold a 20% stake in Mengke Pharmaceutical, becoming the controlling shareholder, while Zhang Xiantao will become the actual controller of the company [1] - Mengke Pharmaceutical focuses on developing innovative treatments for common and severe drug-resistant bacterial infections, with its core product MRX-4 having received acceptance from the National Medical Products Administration as of June 30, 2025 [1] Group 2 - The company has seen significant sales growth, with product sales revenue increasing by 88.31% and 43.51% for the fiscal years 2022-2023 and 2023-2024 respectively, and a 10.26% year-on-year growth in the first half of 2025 [1] - Despite the sales growth, the company faces limitations in its sales team’s coverage of terminal hospitals, necessitating external support to enhance commercialization efficiency [2] - Mengke Pharmaceutical currently lacks production capabilities, relying entirely on Huahai Pharmaceutical (600521) for contract manufacturing, which may hinder profitability [2] Group 3 - Haiqing Pharmaceutical is a research-driven modern pharmaceutical enterprise focused on formulation business development, which can enhance Mengke Pharmaceutical's production and R&D capabilities [2] - The financing aims to integrate industry resources and bring in a strong sales-oriented investor to improve the company's commercialization capabilities and expand sales scale [2]

Summary of Key Points Core Viewpoint - On September 22, a total of 29 A-share listed companies disclosed share reduction plans, indicating a trend of insider selling in the market [1]. Group 1: Companies with Share Reduction Plans - Kaidi Co., Ltd. plans to reduce its shares by no more than 380,300 shares [3]. - Rihai Intelligent's largest shareholder intends to reduce its stake by no more than 2.77% [3]. - Xilong Science's controlling shareholders plan to collectively reduce their shares by no more than 3% [3]. - Aopu Optoelectronics' controlling shareholder has completed its reduction plan [3]. - Rijiu Optoelectronics' controlling shareholder, Chen Xiaoli, plans to reduce no more than 3% of the company's shares [3]. - Demingli's controlling shareholder has completed its reduction plan [3]. - Zhongshe Co., Ltd.'s shareholder Chen Fengjun intends to reduce no more than 1% of the company's shares [3]. - Henghui Security's shareholders plan to collectively reduce no more than 2.34% of the company's shares [3]. - Debang Technology's National Integrated Circuit Industry Investment Fund recently reduced its stake by 0.65% [3]. - Chuangli Group's director and deputy general manager, Geng Weidong, plans to reduce no more than 0.6956% of the company's shares [3]. - Zhongdian Electric's shareholder Wang Jiankai intends to reduce no more than 3% of the company's shares [3]. - SF Express' shareholder Liu Jilu plans to transfer no more than 7 million A-shares to his son-in-law [3]. - Tianqin Equipment's shareholder Zhang Peng plans to reduce no more than 1% of the company's shares [3]. - Shuijing Optoelectronics' shareholder Shen Gai Zhen intends to reduce no more than 0.99% of the company's shares [3]. - Yingfite's controlling shareholder plans to reduce no more than 2.82% of the company's shares [3]. - Baicheng Medical's part of the board and supervisors plan to reduce their shares [3]. - Guangting Information's SAIC Venture Capital plans to transfer 3.16% of the company's shares to SAIC Group [3]. - Sihui Fushi's controlling shareholder and its concerted parties recently reduced a total of 385,200 shares [3]. - Baolong Technology's director Wang Shengquan plans to reduce no more than 0.11% of the company's shares [3]. - Saiwei Electronics' National Integrated Circuit Industry Investment Fund recently reduced a total of 6.3481 million shares [3]. - Rizhao Port's Shandong Energy plans to reduce no more than 3% of the company's shares [3]. - Xuelong Group's shareholder Ningbo Lianzhan plans to reduce no more than 1.95% of the company's shares [3]. - China Electric Research's shareholder Kaitian Investment plans to transfer 8.09 million shares [3]. - Lianxiang Co., Ltd.'s shareholders plan to reduce no more than 2.58% and 1.16% of the company's shares [3]. - Yingnuo Laser's shareholder reduction plan has been completed [3]. - Zhejiang Pharmaceutical's shareholder Guotou Gaoke plans to reduce no more than 1% of the company's shares [3]. - Dingyang Technology's shareholders plan to transfer 3.184 million shares, accounting for 2% of the total share capital [3]. - Sanyou Medical's shareholder QM5 LIMITED plans to transfer 6.67 million shares, accounting for 2% of the total share capital [3].

Core Insights - The strategic cooperation agreement between Mengke Pharmaceutical and Nanjing Haiqing Pharmaceutical aims to enhance market access and customer networks, focusing on deep commercialization partnerships in the antibacterial drug sales sector [1] - The sales revenue targets for the years 2026 to 2028 are set at 260 million, 388 million, and 600 million yuan respectively, contingent on successful market resource integration [1] - The partnership will leverage Nanjing Haiqing's expertise in raw material drug development to reduce product costs and improve profitability for Mengke Pharmaceutical [1] - Both companies are aligned with the "Healthy China 2030" strategy, aiming to establish an innovative product collaboration platform focusing on disease prevention and treatment [1] Summary by Sections Strategic Cooperation - Mengke Pharmaceutical and Nanjing Haiqing Pharmaceutical signed a strategic cooperation agreement on September 22, 2025, in Shanghai [1] - The collaboration will focus on market and customer network enhancement, utilizing existing commercial channels for effective promotion [1] Financial Projections - Sales revenue targets for Mengke Pharmaceutical are projected to reach 260 million yuan in 2026, 388 million yuan in 2027, and 600 million yuan in 2028 [1] Expertise and Cost Efficiency - Nanjing Haiqing specializes in raw material drug development, which will help Mengke Pharmaceutical lower product costs and enhance profitability [1] Innovation and Research - The partnership aims to create a product innovation collaboration platform, focusing on innovative research in treatment drugs and bioproducts, in line with national health strategies [1]

Group 1 - The core agreement between Mengke Pharmaceutical and Nanjing Haijing Pharmaceutical involves strategic cooperation to enhance market access and service value, leveraging existing commercial channels for deep commercialization efforts [1][2] - The sales revenue targets for the products from 2026 to 2028 are set at 260 million, 388 million, and 600 million respectively, contingent on successful market resource integration [1] - Nanjing Haijing specializes in raw material drug development and will utilize its expertise to reduce product costs and enhance profitability for Mengke Pharmaceutical [1] Group 2 - Both companies are responding to the "Healthy China 2030" strategy by establishing a product innovation cooperation platform focused on innovative research for disease prevention and treatment [2] - The collaboration aims to explore the value of existing products and resources in therapeutic drugs and bioproducts, fostering new product and service development [2] - There will be a focus on optimizing capital structure and resource utilization in the capital markets as part of the partnership [2]

盟科药业(688373.SH)披露2025年度向特定对象发行股票预案，公司拟向南京海鲸药业股份有限公司(简 称"海鲸药业")发行1.64亿股，发行价格为6.30元/股。海鲸药业认购金额不超过10.33亿元(含本数)。募集 资金将全部用于公司日常研发与经营投入。发行后，海鲸药业成为公司控股股东，自然人张现涛将成为 公司实际控制人。 ...

智通财经APP讯，盟科药业(688373.SH)披露2025年度向特定对象发行股票预案，公司拟向南京海鲸药 业股份有限公司(简称"海鲸药业")发行1.64亿股，发行价格为6.30元/股。海鲸药业认购金额不超过10.33 亿元(含本数)。募集资金将全部用于公司日常研发与经营投入。发行后，海鲸药业成为公司控股股东， 自然人张现涛将成为公司实际控制人。 ...

公告显示，本次向特定对象发行股票的募集资金总额不超过10.33亿元(含本数)，全部用于公司日常研发 与经营投入。 北京商报讯(记者丁宁)9月22日晚间，盟科药业(688373)发布公告称，海鲸药业与公司签署了《附生效条 件的向特定对象发行股份认购协议》，海鲸药业拟认购盟科药业向其发行的1.64亿股普通股，发行完成 后，海鲸药业将持有公司20%股份，海鲸药业成为公司控股股东，自然人张现涛将成为公司实际控制 人。 ...