中国国际金融股份有限公司 关于上海盟科药业股份有限公司 股东向特定机构投资者询价转让股份的核查报告 中国国际金融股份有限公司（以下简称"中金公司""组织券商"）受上海盟科 药业股份有限公司（以下简称"盟科药业""公司""上市公司"）股东 JSR Limited 和 Best Idea International Limited（以下分别简称"JSR"和"Best Idea"，合称"出让 方"）委托，组织实施本次盟科药业股东向特定机构投资者询价转让（以下简称"本 次询价转让"）。 经核查，中金公司就本次询价转让的出让方、受让方是否符合《上海证券交易所 科创板上市公司自律监管指引第 4 号——询价转让和配售》（以下简称"《询价转让和 配售指引》"）要求，本次询价转让的询价、转让过程与结果是否公平、公正，是否符 合《询价转让和配售指引》的规定作出如下报告说明。 一、本次询价转让概述 （一）本次询价转让出让方 截至 2025 年 8 月 21 日，出让方所持公司股份的数量、占总股本比例情况如下： | 序号 | 股东名称 | 持股数量（股） | 持股占总股本比例 | | --- | --- | --- | --- | ...

| 11 | 2 19 | | 现在 | | --- | --- | --- | --- | | 000661 | 大香高 | +10.00% | 124.71 | | HIS SIG | -- | +6.99% | 56.50 | | 688062 | 迈克生物-U | +6.56% | 61.38 | | 300485 | 第 有V | +4.67% | 14.11 | | 301207 | K 7 2 2 1 | +3.76% | 19.05 | | 300357 | 我武生物 | +3.32% | | | 688278 | 特宣生物 | +2.01% | 87.63 | | 688687 | 圳天气 | +1.176 | 34.38 | | 887344 | 三元大 | +1.32% | 32.28 | | 688428 | 诺成健华-U | +1.21% | 30.00 | 9月2日早盘，创新药概念再度走强。百济神州一度涨超10%，股价续创历史新高。盟科药业涨超 10%，迈威生物、艾德药业、贝达药业、三生国健、南新制药等跟涨。 ...

Group 1 - The core announcement is about the approval of a new manufacturer, Chongqing Boteng Pharmaceutical Technology Co., Ltd., for the active pharmaceutical ingredient (API) of Contizolam, which is essential for the production of Contizolam tablets [1] - The API produced by Boteng is intended for the commercial production of Contizolam tablets, a new generation of oxazolidinone antibiotics developed by the company, used for treating complex skin and soft tissue infections [1] - The approval of the API registration indicates that Boteng's product meets national drug review technical standards, providing an additional supplier option for the commercial production of Contizolam tablets, thereby reducing reliance on a single supply path and enhancing market competitiveness [1] Group 2 - The new API supplier will help stabilize raw material supply and optimize production costs, which is crucial for expanding market share and responding to competition from similar products [1]

Group 1 - The core point of the article is that Amgen Pharmaceutical (688373.SH) has received approval from the National Medical Products Administration for the registration of a new raw material supplier, Chongqing Boteng Pharmaceutical Technology Co., Ltd., for the production of its drug, Contizolam tablets [1] - Boteng's raw material for Contizolam can now be used for the commercial production of Contizolam tablets, which are a new generation of oxazolidinone antibiotics developed by the company [1] - Contizolam tablets are indicated for the treatment of complex skin and soft tissue infections [1]

证券代码：688373 证券简称：盟科药业 公告编号：2025-035 上海盟科药业股份有限公司 自愿披露关于新增生产商的康替唑胺原料药 4. 登记状态：A 二、药品的相关情况 博腾生产的康替唑胺原料药可用于康替唑胺片的商业化生产。康替唑胺片 是公司自主设计和开发的新一代噁唑烷酮类抗菌药，可用于治疗复杂性皮肤和 软组织感染等。 上市登记获得批准的公告 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： 上海盟科药业股份有限公司（以下简称"公司"）产品康替唑胺片生产用 原料药新增生产商重庆博腾制药科技股份有限公司（以下简称"博腾"）生产 的康替唑胺原料药上市登记，已于近日获得国家药品监督管理局批准，并在国 家药品监督管理局药品审评中心"信息公开"栏"原辅包登记信息"项下公示， 具体情况如下： 一、原料药登记信息 1. 品种名称：康替唑胺 2. 登记号：Y20240000304 3. 生产商：重庆博腾制药科技股份有限公司 三、对公司的影响 1 上述原料药上市登记获得批准，表明博腾生产的该原料药已符合国家相关 药品审 ...

8月29日，盟科药业涨0.84%，成交额1.03亿元。两融数据显示，当日盟科药业获融资买入额868.48万 元，融资偿还826.56万元，融资净买入41.93万元。截至8月29日，盟科药业融资融券余额合计8920.22万 元。 融资方面，盟科药业当日融资买入868.48万元。当前融资余额8920.22万元，占流通市值的2.36%，融资 余额超过近一年90%分位水平，处于高位。 融券方面，盟科药业8月29日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年70%分位水平，处于较高位。 资料显示，上海盟科药业股份有限公司位于中国(上海)自由贸易试验区爱迪生路53号1幢1-4层101,2幢， 成立日期2012年8月7日，上市日期2022年8月5日，公司主营业务涉及一家以治疗感染性疾病为核心,拥 有全球自主知识产权和国际竞争力的创新药企业,致力于发现、开发和商业化针对未满足临床需求的创 新药物。主营业务收入构成为：康替唑胺片100.00%。 截至6月30日，盟科药业股东户数1.44万，较上期增加14.23%；人均流通股25342股，较上期 ...

Investment Rating - The report maintains a "Buy" rating for the company [4]. Core Insights - The company reported a revenue of 66.97 million yuan for the first half of 2025, representing a year-over-year increase of 10.26%. The net profit attributable to the parent company was a loss of 139 million yuan, an improvement from a loss of 201 million yuan in the same period last year. The gross margin increased by 3.28 percentage points to 84.79%, with effective cost control contributing to better-than-expected performance [3][4]. - The core product, Contizolam tablets, is expanding its market presence, covering 580 hospitals nationwide, with 180 hospitals officially approved for bulk procurement. Additionally, 11 post-marketing research projects are underway to explore the clinical efficacy of Contizolam in various infection scenarios [3]. - The water-soluble prodrug MRX-4 completed its Phase III clinical trial in China by the end of 2024 and successfully received NDA acceptance in the first half of 2025. It is expected to be approved for market by the end of 2026, which will significantly enhance the company's sales potential [3]. Financial Performance - The company achieved a net cash outflow from operating activities of 121 million yuan in the first half of 2025, a reduction of 108 million yuan compared to the same period last year. The company has effectively managed expenses, with sales expenses decreasing by 7.97%, management expenses by 4.62%, and research and development expenses by 29.94% [4]. - The revenue projections for 2025 to 2027 have been revised upward, with expected net losses of 241 million yuan, 205 million yuan, and 121 million yuan respectively, compared to previous estimates of 377 million yuan, 288 million yuan, and 187 million yuan [4]. Profitability and Valuation - The company is positioned uniquely in the antibacterial drug sector, with a projected revenue growth rate of 28.34% in 2025, 42.55% in 2026, and 44.39% in 2027. The estimated net profit margins are expected to improve gradually over the forecast period [5][10]. - The report provides a summary of key financial metrics, including projected revenues and net profits, indicating a gradual recovery in profitability despite ongoing losses [5][10].

Core Viewpoint - Mengke Pharmaceutical (688373.SH) is currently experiencing a decline in stock price, closing at 7.38 yuan with a drop of 4.40%, resulting in a total market capitalization of 4.838 billion yuan, indicating the stock is in a state of loss since its IPO [1] Group 1: IPO Details - Mengke Pharmaceutical was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on August 5, 2022, with an initial public offering (IPO) of 130 million shares at a price of 8.16 yuan per share [1] - The stock reached a peak price of 14.20 yuan on its first trading day, marking the highest price since its listing [1] - The total funds raised from the IPO amounted to 1.0608 billion yuan, with a net amount of 959.7279 million yuan after deducting issuance costs, which was 290.1495 million yuan less than the original plan [1] Group 2: Fund Allocation - The company initially planned to raise 1.2498774 billion yuan, which was intended for innovative drug research and development, marketing channel upgrades, academic promotion projects, and to supplement working capital [1] - The total issuance costs for the IPO were 101.0721 million yuan, with underwriting and sponsorship fees accounting for 79.0296 million yuan [1]

Group 1 - The initial transfer price determined for the share transfer is 6.57 yuan per share based on the inquiry conducted on August 22, 2025 [2][3] - The transfer process will include an additional subscription procedure, with the deadline for this process set no later than September 4, 2025 [3] - The transfer does not involve a change in company control and will not affect the company's governance structure or ongoing operations [3] Group 2 - The announcement confirms that the information provided by the transferors is accurate and complete, and they bear legal responsibility for any misrepresentation [1][4] - The final results of the share transfer will depend on the processing by the China Securities Depository and Clearing Corporation Limited, Shanghai Branch [3]

Group 1: Market Trends and Investment Movements - Notable private equity fund managers have recently revealed their portfolio adjustments, with over 60 listed companies appearing in the top ten shareholders of billion-level private equity products, totaling a market value exceeding 26 billion yuan [1][9] - The market is perceived to be in the early stages of a trend-driven upward movement, with liquidity driving the market and fundamental factors expected to take over [1][11] - The focus of private equity managers includes sectors such as electronics, pharmaceuticals, and public utilities, indicating a strategic interest in companies aligned with China's economic transformation [1][8] Group 2: Specific Company Insights - NINGQUAN Asset increased its stake in Zhouming Technology by 816,000 shares in Q2, bringing its total holdings to 8.11 million shares, valued at nearly 0.6 million yuan [2][4] - Zhouming Technology reported a revenue of 3.658 billion yuan for the first half of the year, reflecting a year-on-year growth of 7.38%, and a net profit of 121 million yuan, up 20.61% [3][4] - Yang Jie, a fund manager, has shown interest in Yangjie Technology, which reported a revenue of 3.455 billion yuan, a 20.58% increase, and a net profit of 601 million yuan, up 41.55% [5][6] Group 3: Sector Preferences - The electronics and pharmaceutical sectors are favored by billion-level private equity funds, with nine stocks in electronics and eight in pharmaceuticals being heavily weighted [9][11] - The healthcare sector is also a significant focus, with private equity funds increasing their stakes in companies like Taiji Group and Mengke Pharmaceutical, which are involved in modern medicine and innovative biopharmaceuticals, respectively [9][10]