【公告速递】盟科药业：控股股东拟变更 每天三分钟公告很轻松 盟科药业：海鲸药业认购后持股20% 成为公司控股股东；长川科技：前三季度净利润同比预增 131%-145%；盛新锂能：拟14.56亿元收购启成矿业21%股权；天成自控：获得国内新能源汽车企业乘 用车座椅总成项目定点…… 聚焦一：盟科药业：海鲸药业认购后持股20% 成为公司控股股东 南京海鲸药业股份有限公司（以下简称"海鲸药业"）与公司签署《附生效条件的向特定对象发行股份认 购协议》，拟认购公司1.64亿股，发行完成后将持有20.00%股份，成为公司控股股东，自然人张现涛将 成为公司实际控制人；本次权益变动属于增持，不触及要约收购。 公告显示，惠绒矿业拥有木绒锂矿的采矿权证，木绒锂矿已查明Li2O资源量98.96万吨，平均品位 1.62%，为四川地区锂矿品位最高的矿山之一，生产规模为300万吨/年，目前正在积极推进矿山开发建 设。公司表示，本次收购启成矿业股权完成后，公司将实现对启成矿业和惠绒矿业的控股，进而控制木 绒锂矿。公司将充分发挥在四川高海拔地区开发锂矿项目的经验，积极推进木绒锂矿开发建设，尽快实 现公司锂矿资源自给率的显著提升，并形成稳定可靠 ...

格隆汇9月22日丨盟科药业(688373.SH)公布2025年度向特定对象发行股票预案，本次发行对象为南京海 鲸药业股份有限公司(称"海鲸药业"或"产业投资人")，发行对象以现金方式认购本次发行的股票，认购 金额不超过人民币10.33亿元(含本数)。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。 ...

Group 1 - The company Mengke Pharmaceutical (688373) plans to raise up to 1.033 billion yuan through a private placement at a price of 6.3 yuan per share, with all proceeds allocated for daily R&D and operational investments [1] - After the issuance, Haiqing Pharmaceutical will hold a 20% stake in Mengke Pharmaceutical, becoming the controlling shareholder, while Zhang Xiantao will become the actual controller of the company [1] - Mengke Pharmaceutical focuses on developing innovative treatments for common and severe drug-resistant bacterial infections, with its core product MRX-4 having received acceptance from the National Medical Products Administration as of June 30, 2025 [1] Group 2 - The company has seen significant sales growth, with product sales revenue increasing by 88.31% and 43.51% for the fiscal years 2022-2023 and 2023-2024 respectively, and a 10.26% year-on-year growth in the first half of 2025 [1] - Despite the sales growth, the company faces limitations in its sales team’s coverage of terminal hospitals, necessitating external support to enhance commercialization efficiency [2] - Mengke Pharmaceutical currently lacks production capabilities, relying entirely on Huahai Pharmaceutical (600521) for contract manufacturing, which may hinder profitability [2] Group 3 - Haiqing Pharmaceutical is a research-driven modern pharmaceutical enterprise focused on formulation business development, which can enhance Mengke Pharmaceutical's production and R&D capabilities [2] - The financing aims to integrate industry resources and bring in a strong sales-oriented investor to improve the company's commercialization capabilities and expand sales scale [2]

Summary of Key Points Core Viewpoint - On September 22, a total of 29 A-share listed companies disclosed share reduction plans, indicating a trend of insider selling in the market [1]. Group 1: Companies with Share Reduction Plans - Kaidi Co., Ltd. plans to reduce its shares by no more than 380,300 shares [3]. - Rihai Intelligent's largest shareholder intends to reduce its stake by no more than 2.77% [3]. - Xilong Science's controlling shareholders plan to collectively reduce their shares by no more than 3% [3]. - Aopu Optoelectronics' controlling shareholder has completed its reduction plan [3]. - Rijiu Optoelectronics' controlling shareholder, Chen Xiaoli, plans to reduce no more than 3% of the company's shares [3]. - Demingli's controlling shareholder has completed its reduction plan [3]. - Zhongshe Co., Ltd.'s shareholder Chen Fengjun intends to reduce no more than 1% of the company's shares [3]. - Henghui Security's shareholders plan to collectively reduce no more than 2.34% of the company's shares [3]. - Debang Technology's National Integrated Circuit Industry Investment Fund recently reduced its stake by 0.65% [3]. - Chuangli Group's director and deputy general manager, Geng Weidong, plans to reduce no more than 0.6956% of the company's shares [3]. - Zhongdian Electric's shareholder Wang Jiankai intends to reduce no more than 3% of the company's shares [3]. - SF Express' shareholder Liu Jilu plans to transfer no more than 7 million A-shares to his son-in-law [3]. - Tianqin Equipment's shareholder Zhang Peng plans to reduce no more than 1% of the company's shares [3]. - Shuijing Optoelectronics' shareholder Shen Gai Zhen intends to reduce no more than 0.99% of the company's shares [3]. - Yingfite's controlling shareholder plans to reduce no more than 2.82% of the company's shares [3]. - Baicheng Medical's part of the board and supervisors plan to reduce their shares [3]. - Guangting Information's SAIC Venture Capital plans to transfer 3.16% of the company's shares to SAIC Group [3]. - Sihui Fushi's controlling shareholder and its concerted parties recently reduced a total of 385,200 shares [3]. - Baolong Technology's director Wang Shengquan plans to reduce no more than 0.11% of the company's shares [3]. - Saiwei Electronics' National Integrated Circuit Industry Investment Fund recently reduced a total of 6.3481 million shares [3]. - Rizhao Port's Shandong Energy plans to reduce no more than 3% of the company's shares [3]. - Xuelong Group's shareholder Ningbo Lianzhan plans to reduce no more than 1.95% of the company's shares [3]. - China Electric Research's shareholder Kaitian Investment plans to transfer 8.09 million shares [3]. - Lianxiang Co., Ltd.'s shareholders plan to reduce no more than 2.58% and 1.16% of the company's shares [3]. - Yingnuo Laser's shareholder reduction plan has been completed [3]. - Zhejiang Pharmaceutical's shareholder Guotou Gaoke plans to reduce no more than 1% of the company's shares [3]. - Dingyang Technology's shareholders plan to transfer 3.184 million shares, accounting for 2% of the total share capital [3]. - Sanyou Medical's shareholder QM5 LIMITED plans to transfer 6.67 million shares, accounting for 2% of the total share capital [3].

Core Insights - The strategic cooperation agreement between Mengke Pharmaceutical and Nanjing Haiqing Pharmaceutical aims to enhance market access and customer networks, focusing on deep commercialization partnerships in the antibacterial drug sales sector [1] - The sales revenue targets for the years 2026 to 2028 are set at 260 million, 388 million, and 600 million yuan respectively, contingent on successful market resource integration [1] - The partnership will leverage Nanjing Haiqing's expertise in raw material drug development to reduce product costs and improve profitability for Mengke Pharmaceutical [1] - Both companies are aligned with the "Healthy China 2030" strategy, aiming to establish an innovative product collaboration platform focusing on disease prevention and treatment [1] Summary by Sections Strategic Cooperation - Mengke Pharmaceutical and Nanjing Haiqing Pharmaceutical signed a strategic cooperation agreement on September 22, 2025, in Shanghai [1] - The collaboration will focus on market and customer network enhancement, utilizing existing commercial channels for effective promotion [1] Financial Projections - Sales revenue targets for Mengke Pharmaceutical are projected to reach 260 million yuan in 2026, 388 million yuan in 2027, and 600 million yuan in 2028 [1] Expertise and Cost Efficiency - Nanjing Haiqing specializes in raw material drug development, which will help Mengke Pharmaceutical lower product costs and enhance profitability [1] Innovation and Research - The partnership aims to create a product innovation collaboration platform, focusing on innovative research in treatment drugs and bioproducts, in line with national health strategies [1]

乙方专注于原料药开发，对于化学原料药的路线开发、工艺优化及生产放大，积累了大量的经验。乙方 将凭借其于原料药开发、工艺开发等领域优势，降低公司产品成本提升公司盈利能力。 智通财经APP讯，盟科药业(688373.SH)公告，公司(甲方)与南京海鲸药业股份有限公司(乙方)于2025年9 月22日在中国上海市浦东新区订立战略合作协议。协议约定： 双方响应国家"健康中国2030"战略，依托双方优质资源与研发经验，建立产品创新合作平台，聚焦疾病 预防与治疗的创新研究，在治疗药品、生物制品等方面进一步挖掘现有产品和资源价值，共同研发新产 品、新服务，实现产品创新互动，进一步推动中国制药企业走向世界。 通过战略合作，双方将在市场及客户网络、服务价值提升等方面开展密切合作。双方将结合各省具体市 场情况，充分利用好公司现有已入院市场及战略投资者多年储备大量商业化渠道资源，选择实力强、推 广成功率最高的合作方进行深度商业化推广合作，凭借合作方在抗菌药销售领域内的积累和影响力，积 极推进公司产品新区域及医院终端的准入和上量的工作。如上述市场资源整合顺利，2026年-2028年产 品销售收入目标分别为2.60亿元、3.88亿元和6 ...

盟科药业(688373.SH)披露2025年度向特定对象发行股票预案，公司拟向南京海鲸药业股份有限公司(简 称"海鲸药业")发行1.64亿股，发行价格为6.30元/股。海鲸药业认购金额不超过10.33亿元(含本数)。募集 资金将全部用于公司日常研发与经营投入。发行后，海鲸药业成为公司控股股东，自然人张现涛将成为 公司实际控制人。 ...

智通财经APP讯，盟科药业(688373.SH)披露2025年度向特定对象发行股票预案，公司拟向南京海鲸药 业股份有限公司(简称"海鲸药业")发行1.64亿股，发行价格为6.30元/股。海鲸药业认购金额不超过10.33 亿元(含本数)。募集资金将全部用于公司日常研发与经营投入。发行后，海鲸药业成为公司控股股东， 自然人张现涛将成为公司实际控制人。 ...

公告显示，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。 北京商报讯(记者丁宁)9月22日晚间，盟科药业(688373)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，海鲸药业成为公司控股股东，自然人张现涛将成为公司实际控制 人。 ...

（一）信息披露义务人基本情况 证券代码：688373 证券简称：盟科药业 公告编号：2025-046 上海盟科药业股份有限公司 关于股东权益变动的提示性公告 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。 重要内容提示： 上海盟科药业股份有限公司（以下简称"公司"）于近日收到海鲸药业发来 的《详式权益变动报告书》（以下简称"报告书"），现将其有关权益变动情况公 告如下： 一、本次权益变动的基本情况 信息披露义务人的基本信息如下： | 公司名称 | 南京海鲸药业股份有限公司 | | --- | --- | | 注册资本 | 万元 10,036.1879 | | 统一社会信用代码 | 9132019113491078X2 | | 注册地址 | 南京市江北新区新科二路 23 号 | | 法定代表人 | 张现伟 | 本次权益变动属于增持，不触及要约收购。 本次权益变动完成后，南京海鲸药业股份有限公司（以下简称"海鲸药 业"）将持有公司 20.00%股份。海鲸药业成为公司控股股东，自然人张 现涛将成为公司实际控制人。 本次权益变动将 ...