Core Viewpoint - Mengke Pharmaceutical plans to raise no more than 1.033 billion yuan through a targeted private placement, with the funds allocated entirely for daily research and operational investments [1][2] Group 1: Fundraising and Shareholding Changes - The targeted placement will involve Nanjing Haiqing Pharmaceutical Co., which will acquire a 20% stake in Mengke Pharmaceutical, making it the controlling shareholder and changing the company's previous status of having no controlling shareholder [1][3] - The fundraising aims to supplement operational funds, promote business development, ensure research investment, and enhance the company's core competitiveness [2] Group 2: Strategic Cooperation and Industry Position - Mengke Pharmaceutical and Haiqing Pharmaceutical signed a strategic cooperation agreement to collaborate in product commercialization, production synergy, research innovation, and capital cooperation [4] - Haiqing Pharmaceutical, as an industrial investor, is expected to enhance Mengke Pharmaceutical's commercialization capabilities and improve sales scale and efficiency [5] Group 3: Research and Development Pipeline - Mengke Pharmaceutical has several antibacterial new drugs in clinical development, including MRX-4 and MRX-8, which require substantial funding for their advancement [2][6] - The funds raised will accelerate the development of the company's research pipeline and facilitate the commercialization of research outcomes [6]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688373 证券简称：盟科药业 公告编号：2025-039 上海盟科药业股份有限公司 关于向特定对象发行股票的提示性公告 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。 上海盟科药业股份有限公司（以下简称"公司"）于2025年9月22日召开第二届董事会第十九次会议和第 二届监事会第十四次会议，审议通过了《关于公司向特定对象发行股票预案的议案》等相关议案。《上 海盟科药业股份有限公司2025年度向特定对象发行股票预案》（以下简称"预案"）等相关文件已在上海 证券交易所指定信息披露平台及信息披露媒体上进行披露，敬请投资者查阅。 公司向特定对象发行股票的预案披露事项不代表审核、注册部门对于本次发行相关事项的实质性判断、 确认或批准，预案所述本次发行股票相关事项的生效和完成尚待上海证券交易所审核通过并经中国证监 会同意注册。敬请广大投资者注意投资风险。 特此公告。 上海盟科药业股份有限公司董事会 2025年9月23日 证券代码：688373 证券简称：盟科药业 公告编号 ...

Investment Rating - The report maintains a "Buy" rating for the company [2][4]. Core Viewpoints - The company plans to raise up to 1.033 billion yuan through a private placement at a price of 6.3 yuan per share, which will be used for daily research and operational investments [1]. - After the issuance, Hai Jing Pharmaceutical will hold 20% of the company's shares, becoming the controlling shareholder, which is expected to enhance the company's sales and production capabilities [1]. - The company aims to achieve product sales revenue targets of 260 million yuan, 388 million yuan, and 600 million yuan for the years 2026 to 2028, respectively [1]. - The financing will accelerate the overseas clinical development of its antibacterial drugs MRX-5 and MRX-8, with MRX-5 already having received FDA orphan drug designation [2]. - The report projects a net profit of -241 million yuan for 2025, -190 million yuan for 2026, and -99 million yuan for 2027, reflecting an upward adjustment from previous estimates [2]. Summary by Relevant Sections Financial Projections - Revenue is expected to grow from 910 million yuan in 2023 to 3.56 billion yuan in 2027, with growth rates of 88.31%, 43.51%, 28.34%, 51.19%, and 40.67% respectively [3][8]. - The net profit is projected to improve from -421 million yuan in 2023 to -99 million yuan in 2027 [3][8]. - The company’s EPS is expected to improve from -0.64 yuan in 2023 to -0.12 yuan in 2027 [3][8]. Valuation Metrics - The P/B ratio is projected to be 6.4 in 2023, increasing to 7.8 by 2027 [10][11]. - The company is expected to maintain a high gross margin, projected at 88.0% by 2027 [10]. Operational Insights - Hai Jing Pharmaceutical's extensive sales network and experience are anticipated to significantly enhance the company's market penetration and operational efficiency [1][2]. - The company is focusing on expanding its clinical pipeline, which includes peptide-conjugated drugs and antibody-drug conjugates, aiming to advance these to clinical stages [2].

Core Viewpoint - The company Mengke Pharmaceutical (688373.SH) has announced a plan to issue shares to a specific group, raising up to 1.03 billion yuan for daily research and operational investments [1][2]. Group 1: Share Issuance Details - The issuance price is set at 6.30 yuan per share, with a total of 163,901,373 shares to be issued [2]. - The recipient of the shares is Nanjing Haiqing Pharmaceutical Co., Ltd., which will acquire a 20% stake in Mengke Pharmaceutical, making it the controlling shareholder [2]. - Following the issuance, Haiqing Pharmaceutical will nominate 5 out of 9 board members, giving it majority control over the board [2]. Group 2: Financial Performance of Haiqing Pharmaceutical - Haiqing Pharmaceutical's revenue for 2022, 2023, and 2024 was 485.76 million yuan, 625.40 million yuan, and 648.25 million yuan, respectively, with net profits of 77.69 million yuan, 59.52 million yuan, and 103.84 million yuan [3][4]. - The company's total assets increased from 444.23 million yuan in 2022 to 633.04 million yuan in 2024, with a corresponding increase in equity [4]. Group 3: Mengke Pharmaceutical's Financial Performance - Mengke Pharmaceutical has reported revenues of 48.21 million yuan, 90.78 million yuan, and 130 million yuan for the years 2022 to 2024, with net losses of 220 million yuan, 421 million yuan, and 441 million yuan, respectively [7]. - In the first half of 2025, the company generated 66.97 million yuan in revenue, a year-on-year increase of 10.26%, but still reported a net loss of 139 million yuan [7].

今日，盟科药业（688373.SH）高开高走，早盘一度20cm涨停，截至发稿涨18.79%。 9月22日晚间，盟科药业发布2025年度向特定对象发行股票预案，发行对象为南京海鲸药业股份有限公司(以下简称"海鲸药业")，以现金方式认购发行的股 票，本次发行的股票数量为163,901,373股，发行价格为6.30元/股，认购金额为10.33亿元(含本数)。 | 股东名称 | 本次权益变动前 | | 本次权益变动 | | --- | --- | --- | --- | | | 持股数量(股) | 持股比例 (%) | 持股数量(股) | | 海鲸药业 | | | 163,901,373 | | Genie Pharma | 71,572,817 | 10.92 | 71,572,817 | | MicuRx(HK) Limited | 70,756,084 | 10.79 | 70,756,084 | | Best Idea International Limited | 58,439,004 | 8.91 | 58,439,004 | | 其他股东 | 454,837,586 | 69.38 | 454,837, ...

Core Viewpoint - Amgen Pharmaceuticals announced a share subscription agreement with Nanjing Haijing Pharmaceutical Co., Ltd., which will result in Haijing holding 20% of Amgen's shares and becoming the controlling shareholder, with Zhang Xiantao as the actual controller [1]. Group 1 - Haijing Pharmaceutical plans to subscribe for 164 million shares of Amgen [1]. - The completion of this issuance will not trigger a mandatory tender offer [1]. - This equity change is classified as an increase in shareholding [1].

Group 1 - The core point of the news is that Mengke Pharmaceutical-U experienced a significant increase in stock price, reaching a limit up of 20.02% during trading on September 23, with a trading volume of 635 million yuan and a turnover rate of 13.05% [1] - Among the stocks listed on the Sci-Tech Innovation Board, 57 stocks were reported to be rising, with 5 stocks showing an increase of over 10%, including Mengke Pharmaceutical-U, Haibosi Chuang, and Jingzhida [1] - Conversely, 528 stocks were reported to be declining, with notable decreases in ST Sike Rui, De Ke Li, and Kai Pu Yun, which fell by 13.49%, 9.80%, and 8.98% respectively [1] Group 2 - In terms of capital flow, Mengke Pharmaceutical-U saw a net outflow of 2.4013 million yuan from main funds on the previous trading day, but a net inflow of 34.505 million yuan over the past five days [2] - The latest margin trading data as of September 22 shows a total margin balance of 85.0489 million yuan, with a decrease of 0.74% from the previous trading day [2] - Over the past ten days, the total margin balance increased by 0.40%, with the financing balance also growing by 0.40% [2] - In terms of institutional ratings, the stock received a buy rating from one institution in the past month, with a report from Guangda Securities on August 27 recommending a buy [2]

Group 1 - The core point of the article is that Amgen Pharmaceuticals has seen a significant stock price increase of 9.89% as of 9:34 AM, with a trading volume of 99.81 million yuan and a turnover rate of 2.17% [2] - The company has announced a non-public issuance plan, intending to issue up to 164 million shares at a price of 6.30 yuan per share, aiming to raise approximately 1.033 billion yuan for daily research and operational investments [2] - Following the completion of this issuance, Nanjing Haiqing Pharmaceutical Co., Ltd. will become the controlling shareholder of the company [2] Group 2 - As of September 22, the margin trading data shows a total margin balance of 85.05 million yuan, with a financing balance of 85.05 million yuan, indicating a decrease of 4.65% over the past five days, amounting to a reduction of 4.15 million yuan [2] - The company's semi-annual report released on August 20 indicates that it achieved a revenue of 66.97 million yuan in the first half of the year, representing a year-on-year growth of 10.26%, while the net profit was -139 million yuan, reflecting a year-on-year increase of 31.11% [2]

Group 1 - The core point of the article is that Mengke Pharmaceutical's stock price surged over 15% following the announcement of a significant share issuance agreement with Haijing Pharmaceutical [1] - Mengke Pharmaceutical's stock price reached 9.28 yuan per share, reflecting a 14.71% increase at the time of reporting [1] - Haijing Pharmaceutical plans to subscribe to 164 million ordinary shares of Mengke Pharmaceutical, which will result in Haijing holding a 20% stake in the company [1] Group 2 - Following the share issuance, Haijing Pharmaceutical will become the controlling shareholder of Mengke Pharmaceutical [1] - The natural person Zhang Xiantao will become the actual controller of Mengke Pharmaceutical after the completion of the share issuance [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 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 股票简称：盟科药业 股票代码：688373 信息披露义务人：南京海鲸药业股份有限公司 住所及通讯地址：南京市江北新区新科二路23号 股份变动性质：股份增加 权益变动报告签署日期：2025年9月 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》、《中华人民共和国证券法》、《上市公司收购管 理办法》、《公开发行证券的公司信息披露内容与格式准则第15号——权益变动报告书》、《公开发行 证券的公司信息披露内容与格式准则第16号——上市公司收购报告书》及其他相关法律、法规及规范性 文件的规定编写本报告书。 二、依据《证券法》、《收购办法》、《准则第15号》、《准则第16号》的规定，本报告书已全面披露 了信息披露义务人拥有的上市公司股份变动情况。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上市公司中拥有权益的股份。 三、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公司章程 或内部规则中的任何条款，或与 ...