Core Viewpoint - Genie Pharma, the largest shareholder of Amgen Pharmaceuticals, has initiated a strong counteraction by proposing the removal of the chairman and two other directors, while also publicly soliciting voting rights to oppose several resolutions at the upcoming shareholder meeting [1][6]. Group 1: Shareholder Actions - Genie Pharma voted against multiple resolutions, including a capital increase proposal, at the upcoming shareholder meeting scheduled for 2025 [1]. - The proposal includes the removal of ZHENGYU YUAN (Yuan Zhengyu), the current chairman and general manager, along with two other directors, and the election of three new directors [1][6]. - Genie Pharma's actions are a response to perceived failures in governance and management, particularly regarding the company's financial performance and operational decisions [6][12]. Group 2: Financial Performance - Amgen Pharmaceuticals has reported significant financial losses since its IPO, with cumulative losses exceeding 1.3 billion yuan from 2021 to 2024 [6][9]. - The company's revenue has shown growth, from 7.66 million yuan in 2021 to 130 million yuan in 2024, but net profit losses have also increased, reaching 441 million yuan in 2024 [6][9]. - As of June 2025, the company's asset-liability ratio has risen to approximately 60%, with net assets declining by 74.19% since its listing [9]. Group 3: Strategic Concerns - Genie Pharma has raised concerns about the delayed progress of IPO fundraising projects, which has hindered the company's operational expectations [9]. - The company has faced challenges in meeting financing conditions, leading to a loss of financing capabilities [9]. - There are concerns regarding the strategic partnership with Haiqing Pharmaceuticals, which has faced regulatory penalties, raising questions about compliance and business viability [10][12].

Core Viewpoint - Mengke Pharmaceutical plans to issue shares to Haiqing Pharmaceutical to raise no more than 1.033 billion yuan, but faces opposition from a board member and the largest shareholder, indicating potential management and shareholder conflicts [2][6][7] Financial Performance - Mengke Pharmaceutical has been experiencing long-term losses, with revenues of 48 million yuan in 2022, 91 million yuan in 2023, and projected 130 million yuan in 2024, while net losses were 220 million yuan, 421 million yuan, and 441 million yuan respectively [3] - In the first half of 2025, the company reported revenues of 66.97 million yuan and a net loss of 139 million yuan [3] Product Overview - The core product, Contizolam Tablets, is used for treating complex skin and soft tissue infections, generating 66.97 million yuan in revenue in the first half of 2025, a year-on-year increase of 10.26% [3] - Other products are in preclinical stages, focusing on indications for anti-infection, oncology, and nephrology [4] Production and Collaboration - Mengke Pharmaceutical lacks production capabilities and outsources the manufacturing of Contizolam Tablets to Huahai Pharmaceutical [4] - The company aims to use the funds raised for research and commercialization projects, particularly in the field of antibiotic resistance [5] Shareholder and Board Dynamics - The largest shareholder, Genie Pharma, holds 10.92% of shares and plans to vote against the stock issuance, citing concerns over the fairness and necessity of the transaction [2][6] - Board member Zhao Yachao voted against the issuance, raising issues about the lack of thorough investigation and the broad use of raised funds [6][7] Strategic Implications - If the issuance proceeds, Haiqing Pharmaceutical will become the controlling shareholder with a 20% stake, potentially leading to changes in the company's strategic direction [6] - The management believes that partnering with Haiqing Pharmaceutical aligns with the company's interests despite the opposition [7]

北京商报讯（记者 丁宁）9月25日，盟科药业（688373）盘中股价大跌，一度跌逾7%。截至北京商报 记者发稿，盟科药业报8.95元/股，跌幅为7.45%。 消息面上，盟科药业发布公告称，股东Genie Pharma作为征集人，就公司拟于10月9日召开的2025年第 二次临时股东大会审议的有关议案向公司全体股东征集投票权。公告显示，Genie Pharma对盟科药业 2025年第二次临时股东大会所审议议案除议案9外均投反对票，包括《关于公司向特定对象发行股票方 案的议案》等。截至征集公告披露日，征集人Genie Pharma合计持有公司股份数量7157.28万股，均为有 表决权股份，占公司股份总数的10.92%，为公司第一大股东。 ...

Genie Pharma表示，结合目前银行并购贷投放比例，海鲸药业若以债务性融资参与本次定增，其资产负 债率将大幅提升，考虑到其智能工厂项目仅为1期投入，若2期进入建设及资本投入期，其资金面将严重 吃紧，其债务性融资可能影响上市公司控制权稳定性。此外，本次融资及后续股权结构可能导致销售渠 道、销售人员混同，上市公司独立性受损。 值得一提的是，根据公告，公司于9月24日收到公司股东Genie Pharma出具的《关于提请上海盟科药业 股份有限公司2025年第二次临时股东大会增加临时提案的函》，其提请在本次股东大会增加以下临时提 案并提交本次股东大会审议。包括关于罢免ZHENGYU YUAN（袁征宇）公司第二届董事会董事职务的 议案，关于选举杨宗凡为公司第二届董事会董事的议案等。 北京商报讯（记者 丁宁）9月25日，盟科药业（688373）发布公告称，股东Genie Pharma作为征集人， 就公司拟于10月9日召开的2025年第二次临时股东大会审议的有关议案向公司全体股东征集投票权。 公告显示，Genie Pharma对盟科药业2025年第二次临时股东大会所审议议案除议案9外均投反对票，包 括《关于公司向特定对 ...

Group 1: Control Changes in Companies - Qidi Pharmaceutical's control has changed from Qidi Kefu to Hunan Sailoxian, with Jiang Xin as the actual controller, marking the sixth name change since its listing [1][2][3] - Mengke Pharmaceutical will undergo a control change as it issues 164 million shares to Hainan Whale Pharmaceutical, making Hainan Whale the controlling shareholder with a 20% stake [1][6] Group 2: Financial and Operational Implications - The control change at Qidi Pharmaceutical was triggered by a financial dispute leading to the auction of 58.607 million shares for 1.007 billion yuan [2] - Mengke Pharmaceutical plans to raise up to 1.033 billion yuan through a private placement to enhance its financial strength and support R&D efforts [6][7] - Mengke Pharmaceutical's sales revenue growth rates for 2022-2023 and 2023-2024 were 88.31% and 43.51%, respectively, with a 10.26% increase in the first half of 2025 [6][7] Group 3: Strategic Directions and Future Plans - Qidi Pharmaceutical aims to leverage new shareholder resources for business focus and operational stability amid industry changes [1] - Mengke Pharmaceutical intends to enhance its commercial efficiency and production capabilities through external partnerships and funding [7][8] - The strategic agreement signed between Hengyang Municipal Government and Hengchang Pharmaceutical may further drive operational development for Qidi Pharmaceutical [5]

Market Overview - The short-term index is expected to maintain an upward trend after a period of consolidation and profit-taking [1][15] - The US stock market experienced declines for two consecutive trading days, with the Dow Jones down 0.37%, Nasdaq down 0.33%, and S&P 500 down 0.28% [4] - Notable tech stocks showed mixed performance, with Tesla up 4.0% and Amazon down 0.2% [4] Economic Data - In August, new home sales in the US increased to an annualized total of 800,000 units, up 20.5% from July's 664,000 units, exceeding market expectations [4] - International oil prices reached a seven-week high, with WTI crude oil rising 2.49% to $64.99 per barrel and Brent crude oil increasing 2.48% to $69.31 per barrel [4] - Gold prices fell from record highs, with COMEX gold futures for September delivery down 1.28% to $3,732.10 per ounce [4] Policy Developments - The Ministry of Commerce and eight other departments issued guidelines to promote digital consumption, focusing on supply-demand coordination and proposing 14 specific measures [5] - A set of 13 policy measures to support service exports was announced, including the development of international data service businesses and the facilitation of cross-border data flow [6] Industry Insights - The Ministry of Industry and Information Technology released a work plan for the building materials industry, aiming for recovery and growth in profitability from 2025 to 2026, with a target of over 300 billion yuan in revenue from green building materials by 2026 [7] - A public consultation was initiated regarding mandatory national standards for automotive door handles, emphasizing safety and accessibility [8] Company Announcements - Wanhua Chemical expects a net profit increase of 69.81% to 109.77% year-on-year for the first three quarters of 2025, driven by strategic sales adjustments and increased exports [10] - Sinopec Oilfield Services signed a contract worth $359 million for a project in Iraq, expected to contribute 3.15% to the company's 2024 revenue [11] - Mengke Pharmaceutical's major shareholder opposed a proposed stock issuance plan that would lead to a change in control [12] - Shanghai Zhiyuan Hengyue plans to acquire 37% of Shangwei New Materials at a price of 7.78 yuan per share, with a total funding requirement of 1.16 billion yuan [13] - China Jushi announced a share repurchase plan not exceeding 400 million shares, with a total amount of up to 880 million yuan [14]

盟科药业(688373.SH)发布公告，公司股东Genie Pharma在2025年9月24日提出临时提案，提请在2025年 第二次临时股东大会增加关于罢免ZHENGYU YUAN(袁征宇)、李峙乐、吴潘成公司第二届董事会董事 职务的议案，以及选举杨宗凡、王勇、徐宇超为公司第二届董事会董事的议案。此次股东大会原定于 2025年10月9日召开，增加临时提案后，审议议案包括原议案和新增的董事罢免及选举议案。 ...

智通财经APP讯，盟科药业(688373.SH)发布公告，公司股东Genie Pharma在2025年9月24日提出临时提 案，提请在2025年第二次临时股东大会增加关于罢免ZHENGYU YUAN(袁征宇)、李峙乐、吴潘成公司 第二届董事会董事职务的议案，以及选举杨宗凡、王勇、徐宇超为公司第二届董事会董事的议案。此次 股东大会原定于2025年10月9日召开，增加临时提案后，审议议案包括原议案和新增的董事罢免及选举 议案。 ...

盟科药业(688373.SH)发布公告，公司股东Genie Pharma对公司2025年第二次临时股东大会所审议多项议 案均投反对票。Genie Pharma合计持有公司股份数量7157.28万股，占公司股份总数的10.92%。征集投 票权的起止时间为2025年9月25日至2025年10月6日。征集人反对原因包括海鲸药业参与定增资金存在不 确定性、销售渠道和人员混同风险、募投项目进度不及预期、利用海鲸药业产能提升盈利能力不确定性 以及研发领域协同效应小等。 ...

智通财经APP讯，盟科药业(688373.SH)发布公告，公司股东Genie Pharma对公司2025年第二次临时股东 大会所审议多项议案均投反对票。Genie Pharma合计持有公司股份数量7157.28万股，占公司股份总数的 10.92%。征集投票权的起止时间为2025年9月25日至2025年10月6日。征集人反对原因包括海鲸药业参 与定增资金存在不确定性、销售渠道和人员混同风险、募投项目进度不及预期、利用海鲸药业产能提升 盈利能力不确定性以及研发领域协同效应小等。 ...