盟科药业(688373.SH)公告称，股东GeniePharma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。GeniePharma合计持有公司股份数量71,572,817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。 ...

不过，本次定增相关议案遭到一名董事反对，其质疑此次交易的公平性、合理性、协同效应以及募资使 用计划的明确性。 海鲸药业或入主 据定增预案，盟科药业本次向特定对象发行的股票数量不超过163901373股，发行价格为6.30元/股，发 行对象为海鲸药业，发行对象均以现金方式认购本次发行的股票，募集资金总额不超过10.33亿元（含 本数），扣除发行费用后全部用于公司日常研发与经营投入。 此次定增遭一名董事反对 9月22日晚，上海盟科药业股份有限公司（以下简称"盟科药业"）宣布，拟以向特定对象发行股票方式 向南京海鲸药业股份有限公司（以下简称"海鲸药业"）发行A股股票，发行数量为163901373股。本次 非公开发行完成后，盟科药业控制权将发生变更，海鲸药业将持有公司20.00%股份并成为公司控股股 东，自然人张现涛将成为公司实际控制人。 9月22日晚，盟科药业发布的第二届董事会第十九次会议决议公告显示，《关于公司符合向特定对象发 行股票条件的议案》《关于公司向特定对象发行股票方案的议案》等十三项与本次定增事项相关的议 案，赵雅超董事均投出反对票。 赵雅超反对的理由包括，存在其他多家优质且有强烈的与公司合作意愿的投资 ...

长江商报消息 ●长江商报记者 徐佳 创新药企盟科药业（688373.SH）迎来产业投资人入主。 9月22日晚间，盟科药业披露公告称，公司拟向南京海鲸药业股份有限公司（以下简称"海鲸药业"）非 公开发行股票募集资金10.33亿元，用于公司日常研发与经营投入。 本次发行完成之后，海鲸药业将持有盟科药业20%股份，并向公司董事会提名5名董事，超过董事半 数。海鲸药业成为盟科药业的控股股东，自然人张现涛将成为上市公司实际控制人。 在拿下上市公司控股权的同时，海鲸药业还与盟科药业签订战略合作协议，依托盟科药业在抗多重耐药 菌药物领域的深厚背景及充足经验，以及海鲸药业成熟的研发生产体系、产品商业化管理模式，双方将 深入开展战略合作，进一步增强核心竞争力。 长江商报记者注意到，作为以感染性疾病为核心的新药研发企业，盟科药业于2021年开始实现产品商业 化，2022年8月在科创板上市，但公司目前尚未盈利。 2021年至2025年上半年，盟科药业合计实现营业收入3.44亿元，归属于上市公司股东的净利润（以下简 称"净利润"）共亏损14.47亿元，研发费用合计为11.32亿元。 而通过本次融资，盟科药业将取得资金投入公司项目的研 ...

Core Viewpoint - The company plans to raise up to 1.033 billion yuan through a private placement, which will enhance its financial strength and accelerate clinical research and development efforts [4][6]. Group 1: Company Financing and Ownership Changes - The company intends to issue 164 million shares at a price of 6.3 yuan per share to Nanjing Haiqing Pharmaceutical, raising no more than 1.033 billion yuan, which will be used for daily R&D and operational investments [4]. - Following the issuance, Haiqing Pharmaceutical will hold a 20% stake in the company, becoming the controlling shareholder, with Zhang Xiantao as the actual controller [4]. Group 2: Strategic Partnerships and Market Expansion - Haiqing Pharmaceutical, a key player in the chemical pharmaceutical sector, will leverage its extensive sales network and experience to help the company expand its hospital coverage and accelerate commercialization [5]. - The company has set sales revenue targets of 260 million yuan, 388 million yuan, and 600 million yuan for the years 2026 to 2028, respectively [5]. Group 3: Clinical Development Acceleration - The financing will significantly enhance the company's capital strength, expediting the overseas clinical development of antibacterial drugs MRX-5 and MRX-8, which have already completed Phase I trials [6]. - MRX-5 has received FDA orphan drug designation, and successful Phase II trials could substantially increase the company's value [6]. - Surplus funds will also support the advancement of the company's preclinical pipeline, which includes peptide conjugates, antibody-drug conjugates, and other anti-infective drugs [6].

Group 1: Market Overview - The domestic new fund market has seen increased activity, with 63 new funds established this week. Various industry-themed funds exhibited mixed performance, with TMT-themed funds continuing to show a net value increase advantage, while financial and real estate-themed funds experienced notable pullbacks [4]. - Domestic stock ETFs have shifted to net inflows, while Hong Kong stock ETFs continue to see significant inflows. In terms of specific themes, passive funds have reduced holdings in the Sci-Tech Innovation Board and other broad-based ETFs, while financial and real estate-themed ETFs have seen significant net inflows [4]. Group 2: Company Performance - Zhongtie Assembly (300374.SZ) reported a further reduction in losses, with improved cash flow and cash collection ratios year-on-year. For H1 2025, the company achieved total revenue of 870 million yuan, a net loss of 40 million yuan, and a net profit of -40 million yuan, compared to 820 million yuan, -50 million yuan, and -50 million yuan in the same period last year [4]. - Zhongfu Shenying (688295.SH) demonstrated significant improvement in profitability, achieving a turnaround after a year. For H1 2025, the company reported revenue of 920 million yuan, a net profit of 12 million yuan, and a net profit excluding non-recurring items of 2 million yuan, reflecting a year-on-year change of +26%, -52%, and +110% respectively. In Q2 2025, revenue reached 520 million yuan, with a net profit of 60 million yuan and a net profit excluding non-recurring items also at 60 million yuan, showing year-on-year increases of +83%, +440%, and +228% respectively [5]. - Mengke Pharmaceutical (688373.SH) announced a capital increase plan, proposing to issue 164 million shares at a price of 6.3 yuan per share to Nanjing Haiqing Pharmaceutical, raising no more than 1.033 billion yuan. Following the issuance, Haiqing Pharmaceutical will hold a 20% stake in Mengke Pharmaceutical, becoming the controlling shareholder, with individual Zhang Xiantao becoming the actual controller of the company [6].

消息面上，9月22日晚间，盟科药业发布公告称，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。同时，盟科药业与海鲸药业双方签订战略合作协议，在相关合作领域深入展开战略合 作，进一步增强双方的核心竞争力和内在价值。 公告显示，盟科药业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。 盟科药业（688373）将迎来实控人。盟科药业最新公告显示，南京海鲸药业股份有限公司（以下简 称"海鲸药业"）拟以不超10.33亿元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，成为公司控股股东，公司实际控制人也将变更为自然人张现涛。 作为一家还未实现盈利的创新药企，截至上半年末，盟科药业货币资金为2.69亿元，经营活动产生的现 金流量净额多年为负，且资产负债率不断攀升。此次定增募资金额将全部用于公司日常研发与经营投 入，极大增加公司现金流。受这一消息影响，盟科药业9月23日斩获"20cm"涨停。 不过这一决定在董事会审议时遭遇 ...

盟科药业表示，公司自有团队覆盖终端医院的广度与深度仍较为有限，产品难以短期内实现进一步爆发 式的增长，需要通过外部赋能进一步提高商业化效率。"公司计划通过本次融资实现产业整合，引入具 有较强销售能力的产业投资人作为公司控股股东，提高公司销售规模与商业化效率，尽早实现产品商业 化利润。"前述负责人称，在医院端，海鲸药业现有产品覆盖的科室与盟科药业的产品拟覆盖的科室重 合度较高。 盟科药业在披露定增预案的同时，还与海鲸药业签订了战略合作协议，双方宣布将在产品商业化合作、 生产协同、产品研发创新互动、资本合作等领域开展战略合作。 盟科药业的此次定增价格为6.30元/股，不低于定价基准日前二十个交易日甲方股票交易均价的80%；定 增后，海鲸药业在自发行结束之日起36个月内不得转让股份。一位不愿具名的行业分析人士认为，目前 盟科药业的股价处于相对高位，该定增价格系盟科药业高位股价的八折且减持受限，是一份较为乐观的 定增方案。受消息影响，截至9月23日收盘，盟科药业涨停报收9.71元/股。 康替唑胺片放量较快，盟科药业的产品拓展也井然有序。在这一背景下，盟科药业为何要以20%的股权 引入新投资方呢？"战略投资者的进入并不 ...

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 资金流向方面，该股今日全天主力资金净流入1.14亿元。（数据宝） 盟科药业9月23日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 广发证券股份有限公司深圳广电金融中心证券营业部 | 4911.90 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 3915.55 | | 中信证券股份有限公司上海分公司 | 3500.99 | | 机构专用 | 3462.02 | | 国泰海通证券股份有限公司总部 | 2957.56 | | 卖出营业部名称 | 卖出金额(万元) | | 国泰海通证券股份有限公司临海巾山中路证券营业部 | 4618.17 | | 中国中金财富证券有限公司上海徐汇区淮海中路证券营业部 | 3734.41 | | 华福证券有限责任公司乐清清远路证券营业部 | 2977.10 | | 国泰海通证券股份有限公司大庆昆仑大街证券营业部 | 2908.89 | | 国泰海通证券股份有限公司总部 | 1750.83 | 9月23日盟科药业（688373）收盘价9.71元，收盘 ...

作为一家还未实现盈利的创新药企，截至上半年末，盟科药业货币资金为2.69亿元，经营活动产生的现金流量净额多年为负，且资产负债率不断攀升。此次 定增募资金额将全部用于公司日常研发与经营投入，极大增加公司现金流。受这一消息影响，盟科药业9月23日斩获"20cm"涨停。 不过这一决定在董事会审议时遭遇分歧，董事赵雅超对多项议案投下反对票，质疑此次交易的公平性、协同性与募资使用计划的明确性。 易主预期刺激股价涨停 披露定增易主相关公告后，9月23日，盟科药业冲上涨停。 交易行情显示，9月23日，盟科药业高开4.7%，开盘价为8.47元/股，盘中股价震荡上攻并封上涨停。截至当日收盘，盟科药业报涨停价9.71元/股，涨幅为 20.02%。全天成交金额为10.1亿元，换手率为20.43%，总市值达到63.66亿元。 消息面上，9月22日晚间，盟科药业发布公告称，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。同时，盟科药业与海鲸药业双方签订战略合作协议，在相关合作领域深入展开战略合 作，进一步增强双方的核心竞争力 ...

Group 1 - Qianyu Medical's shareholder QM5 LIMITED plans to transfer approximately 6.6693 million shares, accounting for 2% of the company's total share capital [1] - Guizhou Platinum Industry intends to raise no more than 1.291 billion yuan for technological innovation platform construction, industrial transformation, and working capital [1] - Guangdong Construction has won a bid for the Guangzhou Financial City East District project with a contract value of 1.924 billion yuan [1] Group 2 - Sanfu New Science plans to repurchase shares with a total amount not less than 10 million yuan and not exceeding 15 million yuan [3] - Baiyun Mountain's subsidiary has entered the II phase of clinical trials for children's Xiao Chai Hu granules, aimed at treating pediatric gastrointestinal colds [4] - Lepu Medical has signed a strategic cooperation agreement with Hanhai Information for market promotion and operation rights in mainland China [5] Group 3 - Daotong Technology plans to transfer 46% of its stake in Saifang Technology for a total consideration of 109 million yuan [7] - Rizhao Port's shareholder Shandong Energy Group intends to reduce its stake by up to 3% [8] - Saiwei Electronics reports that the National Integrated Circuit Fund has reduced its stake by 6.3481 million shares, representing 0.87% of the total share capital [10] Group 4 - Changji Logistics proposes a cash dividend of 0.31 yuan per share for the 2025 interim period [11] - Xuelong Group's shareholder plans to reduce its stake by up to 1.95% [13] - Lianxiang Co. plans to reduce its stake by a total of 3.74% [15] Group 5 - Yingfeite's actual controller plans to reduce its stake by up to 2.82% [16] - Baolong Technology's director plans to reduce his stake by up to 0.11% [17] - China Electric Research's shareholder plans to transfer 2% of the company's shares through an inquiry transfer [18] Group 6 - Oriental Pearl plans to participate in establishing an investment fund with a total fundraising scale of 714 million yuan [19] - Tianqin Equipment's shareholder plans to reduce its stake by up to 1% [21] - Crystal Optoelectronics' shareholder plans to reduce its stake by up to 0.99% [22] Group 7 - Changchun Technology expects a net profit increase of 131.39% to 145.38% for the first three quarters of 2025 [22] - Jinhai Tong's shareholder plans to reduce its stake by up to 1% [24] - Zhongdian Electric's shareholder plans to reduce its stake by up to 3% [26] Group 8 - Zhixiang Jintai has signed exclusive cooperation agreements for two monoclonal antibody injections [27] - Chuangli Group's director plans to reduce his stake by up to 0.7% [28] - Henghui Security's shareholders plan to reduce their stake by a total of 2.34% [29] Group 9 - Tianci Materials' subsidiary has signed a supply cooperation agreement for no less than 800,000 tons of electrolyte products [29] - Tianci Materials has submitted an application for H-share listing on the Hong Kong Stock Exchange [30] - Zhongke Haixun has signed a strategic cooperation agreement with Beibu Gulf Port Group [30] Group 10 - China CNR has elected Sun Yongcai as the chairman of the board [31] - Baiwei Storage plans to issue H-shares and list on the Hong Kong Stock Exchange [32] - Shengxin Lithium Energy plans to acquire a 21% stake in Qicheng Mining for 1.456 billion yuan [33] Group 11 - Zhongjing Electronics plans to raise no more than 700 million yuan for various projects [35] - Dingxin Communications clarifies that its technology authorization from Pingtouge is unrelated to AI intelligent reasoning chips [37] - Rihai Intelligent's major shareholder plans to reduce its stake by up to 2.77% [38] Group 12 - Rihai Optical's actual controller plans to reduce his stake by up to 3% [39] - Xilong Science's actual controllers plan to reduce their stake by a total of 3% [40] - Honggong Technology plans to sign a project contract with a maximum investment of 450 million yuan [41] Group 13 - Mankang Pharmaceutical has signed a strategic cooperation agreement with Nanjing Haijing Pharmaceutical [42] - Mankang Pharmaceutical plans to raise no more than 1.033 billion yuan through a private placement [42] - Kaidi Co.'s shareholder plans to reduce its stake by up to 38,030 shares [43] Group 14 - Hesheng Co. has launched a stock option and restricted stock incentive plan totaling 3.6 million shares [44] - ST Yigou's shareholder plans to reduce its stake by up to 2.85% [46] - Jinziham's subsidiary plans to invest up to 300 million yuan in Zhongzheng Microelectronics [49]