中国国际金融股份有限公司 三、重大风险事项 关于上海盟科药业股份有限公司 2025 年半年度持续督导跟踪报告 根据《证券发行上市保荐业务管理办法》（以下简称"《保荐办法》"）、《上海证券交 易所科创板股票上市规则》（以下简称"《上市规则》"）、《科创板上市公司持续监管办法 （试行）》等有关法律、法规的规定，中国国际金融股份有限公司（以下简称"保荐机 构"）作为上海盟科药业股份有限公司（以下简称"盟科药业"或"公司"）持续督导工 作的保荐机构，负责盟科药业上市后的持续督导工作，并出具 2025 年半年度持续督导 跟踪报告，本持续督导期间为 2025 年 1 月 1 日至 2025 年 6 月 30 日。 | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | 1 | 建立健全并有效执行持续督导工作制度，并 针对具体的持续督导工作制定相应的工作计 | 保荐机构已建立健全并有效执行了持续督导 | | | | 制度，并制定了相应的工作计划。 | | | 划。 | | | 2 | 根据中国证监会相关规定，在持续督导工作 | 保荐机构已与盟科药业签订《保荐协议》，该 协议明确了双方在持续 ...

Group 1 - Major stock indices rebounded collectively after three days of adjustment, with most sectors showing gains [1] - The disclosure of mid-year reports from listed companies has clarified the investment strategies of prominent investors, leading to significant floating profits [1][3] - Zhao Jianping, known as a "perennial tree" among A-share investors, appeared in the top ten shareholders of ten A-share companies by the end of Q2, with three new heavy positions and seven ongoing ones [3] Group 2 - Zhao Jianping's total market value of holdings in ten A-share companies reached 861 million yuan by the end of Q2, which increased to 1.335 billion yuan by September 4, resulting in a floating profit of 474 million yuan [5] - The stock price of Dongxin Co., a new heavy position for Zhao Jianping, has doubled in just over a month, with a total increase of over 300% since April 8 [4][5] - Zhao Jianping's holdings in innovative drug and technology stocks have shown strong performance, with several stocks gaining over 50% during the same period [4][6] Group 3 - The innovative drug sector has been receiving positive news, with multiple Chinese pharmaceutical companies set to showcase their innovations at the World Lung Cancer Conference in September 2025 [9] - BlackRock increased its stake in Sanofi Pharmaceutical, while GIC acquired a significant stake in Base Pharmaceuticals, indicating growing interest in the innovative drug sector [9] - The technology sector, particularly in artificial intelligence and chips, has also seen a rebound, with Zhao Jianping increasing his holdings in several key stocks [11][12]

Group 1 - The company, Mengke Pharmaceutical, announced its participation in the 2025 semi-annual performance briefing for the innovative drug industry on September 16, 2025, from 15:00 to 17:00 [2]

Group 1 - The company will participate in the 2025 semi-annual performance briefing for the innovative drug industry on September 16, 2025, from 15:00 to 17:00 [2][3] - The briefing will be held in an online interactive format at the Shanghai Stock Exchange Roadshow Center [2][3] - Key personnel attending the briefing include Chairman and General Manager Zhengyu Yuan, CFO Li Zhile, Independent Director Zhang Huaiying, and Secretary of the Board Nie Anna [2] Group 2 - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date [2][3] - Investors are encouraged to submit questions from September 9 to September 15, 2025, through the designated online platform or via the company's email [3] - After the briefing, investors can view the main content and outcomes of the event on the Shanghai Stock Exchange Roadshow Center [3]

证券代码：688373 证券简称：盟科药业 公告编号：2025-037 上海盟科药业股份有限公司 关于参加 2025 年半年度科创板创新药行业 集体业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 09 月 16 日 （星期二） 15:00-17:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 本次业绩说明会以网络互动形式召开，公司将针对 2025 年半年度的经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围 内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 （一） 会议召开时间：2025 年 09 月 16 日 （星期二） 15:00-17:00 （ 二 ） 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://ro ...

Group 1 - The core point of the report is the equity change of Shanghai Mengke Pharmaceutical Co., Ltd. (stock code: 688373), where Best Idea International Limited has reduced its shareholding from 10.49% to 8.91% through a block trade on September 4, 2025 [1][10][24] - Best Idea International Limited held 68,752,718 shares before the reduction, which accounted for 10.49% of the total shares [9] - The reduction involved the transfer of 10,313,714 shares, representing 1.57% of the total share capital of the company [10][24] Group 2 - The purpose of the equity change is attributed to the funding needs of Best Idea International Limited, leading to the decision to reduce its holdings [7] - There are no plans or agreements for Best Idea International Limited to increase or decrease its shareholding in the next 12 months [8] - The equity change does not require approval from relevant authorities and does not impose any additional conditions [3] Group 3 - The transfer price for the shares was set at 6.57 yuan per share, which is 85% of the average trading price over the previous 20 trading days [26] - The transfer process involved 102 institutional investors, including private equity funds, public funds, and securities companies [26][27] - The transfer will not result in any change in the control of the company, as Best Idea International Limited is not a controlling shareholder [11][19]

Core Viewpoint - Best Idea International Limited has reduced its stake in Amgen Pharmaceuticals by transferring 10.3137 million shares through a price inquiry, decreasing its ownership from 10.49% to 8.91% [1] Company Summary - The reduction in shareholding will not affect the control of the company [1] - The information disclosing party has no clear plans for further buying or selling shares in the next 12 months [1]

Overview - The report details the share transfer process of Shanghai Mengke Pharmaceutical Co., Ltd. (Mengke Pharma) from its shareholders JSR Limited and Best Idea International Limited to specific institutional investors [1][2][3]. Share Transfer Details - The maximum number of shares proposed for transfer is 22,946,192 shares, which represents 18,049,000 shares after the transfer, reducing JSR's holding from 5.88% to 4.70% and Best Idea's from 10.49% to 8.91% [2][3]. - The transfer method involves a price inquiry to specific institutional investors, adhering to the guidelines set by the Shanghai Stock Exchange [3][4]. Pricing Mechanism - The minimum transfer price is set at no less than 70% of the average trading price of Mengke Pharma's shares over the 20 trading days prior to August 21, 2025 [3][4]. - The final transfer price was determined to be 6.57 CNY per share, with a total subscription amount of 118,581,930 CNY [6][7]. Investor Participation - A total of 102 institutional investors received the subscription invitation, including private equity funds, public funds, securities companies, insurance companies, and qualified foreign institutional investors [5][6]. - The final allocation of shares was made to 10 institutional investors, with the total number of shares allocated being 18,049,000 [6][7]. Compliance and Verification - The report confirms that the share transfer process was conducted in compliance with relevant laws and regulations, ensuring fairness and transparency throughout the process [8][9]. - Both the transferor and transferee were verified to meet the necessary qualifications as stipulated by the regulatory guidelines [10][11].

Core Points - The report details a reduction in shareholding by Best Idea International Limited in Shanghai Mengke Pharmaceutical Co., Ltd, decreasing its stake from 10.49% to 8.91% [1][5][7] - The shareholding change was executed without the need for approval from relevant authorities and does not impose any additional conditions [2][5] - Best Idea International Limited's decision to reduce its stake is driven by funding needs [5][6] Group 1: Shareholding Details - Before the change, Best Idea held 68,752,718 shares, representing 10.49% of the total shares [5][7] - After the change, Best Idea holds 58,439,004 shares, which is 8.91% of the total shares [5][7] - The reduction in shareholding amounts to 10,313,714 shares, equating to a decrease of 1.57% in ownership [5][7] Group 2: Company Information - Shanghai Mengke Pharmaceutical Co., Ltd is listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board under the stock code 688373 [1][4] - Best Idea International Limited, the disclosing party, is based in Hong Kong and was established on July 22, 2010 [4][5] - The report confirms that Best Idea does not hold significant stakes in any other listed companies [5]

Group 1 - JSR Limited and Best Idea International Limited are transferring shares of Shanghai Mengke Pharmaceutical Co., Ltd., with JSR's shareholding decreasing from 5.88% to 4.70% after the transfer [1][3] - The total number of shares being transferred is 18,049,000 at a price of 6.57 CNY per share, which is 85% of the average trading price over the last 20 days [6][8] - Best Idea International Limited's shareholding will decrease from 10.49% to 8.91%, bringing its ownership below 10% [5][3] Group 2 - The transfer process involved sending a subscription invitation to 102 institutional investors, including private equity funds and public fund management companies [7][8] - The final transfer price was confirmed at 6.57 CNY per share, with the transfer process adhering to regulatory requirements [8][9] - The transfer does not result in a change of control for the company, as the major shareholders remain unchanged [8][3]