证券代码：688373 证券简称：盟科药业 公告编号：2025-036 上海盟科药业股份有限公司 股东询价转让结果报告书暨持股 5%以上股东权益变动 触及 5%和 1%整数倍的提示性公告 JSR Limited（以下简称"JSR"）和 Best Idea International Limited（以下简称 "Best Idea"，二者合称"出让方"）保证向上海盟科药业股份有限公司（以下简称 "公司"）提供的信息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 真实性、准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示: 一、 转让方情况 1 本次询价转让的价格为6.57元/股，转让的股票数量为18,049,000股。 公司控股股东、实际控制人、董事、监事及高级管理人员不参与本次询 价转让。 本次转让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，JSR Limited 及其一致行动人持股比例由8.69%减少至 7.51%，持有公司权益比例变动触及 1%的整数倍。 本次权益变动后，Best Idea International ...

上海盟科药业股份有限公司 简式权益变动报告书 上市公司名称：上海盟科药业股份有限公司 股票上市地点：上海证券交易所科创板 股票简称：盟科药业 股票代码：688373 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，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》《收购办法》的规定，本报告书已全面披露信息披露义 务人在盟科药业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盟科药业拥有权益的股份。 四、本次权益变动不需要取得相关主管部门批准，并不附加其他生效条件。 信息披露义务人名称：Best Idea International Limited 通讯地址：香港铜锣湾百德新街 2-20 号恒隆中心 22 楼 住所：香港铜锣湾百德新街 2-20 号恒隆中心 22 楼 股份变动性质：股份减少 简式权益变动报告书签署日期：2025 年 9 月 4 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》" ...

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 ...

Group 1 - The core viewpoint of the news is that Mengke Pharmaceutical has shown significant trading activity and financial performance, with a focus on its stock performance and financing status [1][2] Group 2 - On August 29, Mengke Pharmaceutical's stock increased by 0.84%, with a trading volume of 103 million yuan. The financing buy-in amount was 8.6848 million yuan, while the financing repayment was 8.2656 million yuan, resulting in a net financing buy-in of 419,300 yuan [1] - As of August 29, the total financing and securities balance for Mengke Pharmaceutical was 89.2022 million yuan, accounting for 2.36% of its market capitalization, which is above the 90th percentile level over the past year [1] - The company has no short-selling activity on August 29, with a short-selling balance of 0 shares, indicating a high level of confidence among investors [1] Group 3 - As of June 30, the number of shareholders for Mengke Pharmaceutical was 14,400, an increase of 14.23% compared to the previous period. The average circulating shares per person decreased by 12.45% to 25,342 shares [2] - For the first half of 2025, Mengke Pharmaceutical reported a revenue of 66.9698 million yuan, representing a year-on-year growth of 10.26%. However, the net profit attributable to the parent company was -139 million yuan, which is a 31.11% increase in losses compared to the previous year [2] - As of June 30, 2025, one of the top ten circulating shareholders, Huatai-PineBridge Healthcare Service Flexible Allocation Mixed A (001417), has exited the list [2]

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]