证券代码：688382 证券简称：益方生物 公告编号：2025-032 益方生物科技（上海）股份有限公司 关于变更部分募集资金投资项目的公告 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： 益方生物科技（上海）股份有限公司（以下简称"公司"、"益方生物"） 于 2025 年 8 月 22 日召开第二届董事会 2025 年第六次会议，审议通过《关于变 更部分募集资金投资项目的议案》，同意公司调整募集资金投资金额。保荐机构 对上述事项出具核查意见。该事项尚需提交公司股东会审议。现将具体情况公 告如下： 一、变更募集资金投资项目概述 根据中国证券监督管理委员会出具的《关于同意益方生物科技（上海）股 份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕682 号），公司 向社会公开发行人民币普通股 11,500 万股，每股面值人民币 1.00 元，每股发行 价为人民币 18.12 元，合计募集资金人民币 2,083,800,000.00 元，扣除发行费用 人 民 币 101,646,630.18 元 （ 不 ...

益方生物科技（上海）股份有限公司 2025 年度"提质增效重回报"行动方案的半年度评估报告 益方生物科技（上海）股份有限公司（以下简称"公司"）牢固树立以投资 者为本的发展理念，持续优化经营、规范治理以推动公司高质量发展，保护投资 者尤其是中小投资者合法权益。公司积极响应上海证券交易所《关于开展科创板 上市公司"提质增效重回报"专项行动的倡议》，于 2025 年 5 月发布了《2025 年度"提质增效重回报"行动方案》，以进一步提高公司运营效率、管理水平， 树立良好的市场形象。2025 年上半年，公司根据行动方案内容，积极开展和落 实各项工作，主要情况如下： 一、加速核心管线布局，提升经营质量 公司是一家立足中国具有全球视野的创新型药物研发企业，聚焦于肿瘤、代 谢及自身免疫性疾病等重大疾病领域。公司以解决尚未满足的临床需求为理念， 致力于研制出具有自主知识产权、中国创造并面向全球的创新药物，持之以恒地 为患者提供更加安全、有效、可负担的治疗方案。 公司持续强化创新药物研发的核心竞争力，在学术方面，2025 年 3 月，D-2570 治疗中重度斑块状银屑病的 II 期研究结果以口头报告形式在美国皮肤病学会 （A ...

Core Viewpoint - The Agricultural Bank of China Healthcare Fund (000913) has shown positive performance with a recent net value of 1.9672 yuan, reflecting a growth of 0.83% [1]. Performance Summary - The fund's one-month return is 2.34%, ranking 946 out of 1025 in its category [1]. - Over the past six months, the fund has achieved a return of 43.83%, ranking 46 out of 986 [1]. - Year-to-date, the fund's return stands at 43.08%, with a ranking of 88 out of 976 [1]. Holdings Overview - The top ten holdings of the Agricultural Bank of China Healthcare Fund account for a total of 51.10% of the portfolio, with the following key positions: - Heng Rui Medicine: 8.16% - Zai Lab: 7.99% - Xin Li Tai: 5.84% - Hotgen Biotech: 5.63% - Kelun Pharmaceutical: 5.02% - HAOYOBIO: 4.36% - BeiGene: 3.61% - Eucure Biopharma: 3.58% - Ausun Pharmaceutical: 3.52% - Bide Pharmaceutical: 3.39% [1]. Fund Details - The Agricultural Bank of China Healthcare Fund was established on February 10, 2015, and as of June 30, 2025, it has a total asset size of 1.441 billion yuan [1]. - The fund manager is Meng Yuan, who has a master's degree and has held various positions in the financial sector, including roles at Bank of China Fund Management and Agricultural Bank of China Asset Management [1].

Core Viewpoint - Yifang Biopharma-U's stock price decreased by 1.13% to 40.39 CNY, with a trading volume of 474 million CNY, indicating market volatility and potential investor concerns regarding its financial dealings with partners [1] Company Overview - Yifang Biopharma-U operates in the biopharmaceutical industry, focusing on innovative drug development for oncology and metabolic diseases [1] - The company's product pipeline includes small molecule targeted therapies and biological macromolecule drugs [1] Financial Situation - Bidafarma disclosed in its 2025 semi-annual report that it still owes Yifang Biopharma 180 million CNY in milestone payments related to the co-development of the innovative drug Beifutine [1] - Yifang Biopharma has previously urged for payment and has made a 10% provision for bad debts, but Bidafarma has not provided a clear repayment schedule [1] Market Activity - On the day of the report, Yifang Biopharma-U experienced a net outflow of 27.61 million CNY in main funds, while there was a net inflow of 76.04 million CNY over the past five days [1]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index decreased by 0.91% as of August 20, 2025, with mixed performance among constituent stocks [1] - Heartbeat Medical led the gains with an increase of 3.13%, while Yuandong Biological experienced the largest decline [1] - The market for the Sci-Tech Medical ETF managed by Harvest saw a turnover rate of 24.05% and a transaction volume of 62.637 million yuan, indicating active trading [3] Group 2 - The latest scale of the Sci-Tech Medical ETF reached 263 million yuan, marking a one-month high and ranking first among comparable funds [3] - The ETF has seen continuous net inflows over the past three days, with a maximum single-day net inflow of 6.157 million yuan, totaling 15.2382 million yuan [3] - The net value of the ETF increased by 56.59% over the past year, with the highest monthly return since inception being 23.29% [3] Group 3 - The total amount of business cooperation for innovative drugs in China is projected to reach 51.9 billion USD in 2024, with a record 1.25 billion USD upfront payment transaction between 3SBio and Pfizer in 2025 [4] - The Chinese innovative drug sector has seen a 25.02% increase year-to-date, ranking fourth among 31 industries, with a current PE ratio of 31.31 times [4] - The National Healthcare Security Administration has introduced a temporary management method for disease-based payment, promoting payment reform in the healthcare sector [4] Group 4 - As of July 31, 2025, the top ten weighted stocks in the Sci-Tech Innovation Board Biopharmaceutical Index accounted for 49.14% of the index, with leading companies including United Imaging and BeiGene [4][6] - The performance of individual stocks varied, with United Imaging down by 0.26% and BeiGene up by 0.95% [6] - Investors without stock accounts can access the Sci-Tech Medical ETF through the Harvest Sci-Tech Medical ETF linked fund [6]

Core Viewpoint - The performance of the Zhongzheng 2000 ETF managed by Jiashi Fund has shown a decline in its share price and mixed results among its major holdings, while the fund has achieved significant returns since its inception [1]. Group 1: Fund Performance - As of the midday close on August 20, the Zhongzheng 2000 ETF Jiashi (159535) fell by 0.94%, priced at 1.375 yuan, with a trading volume of 4.0528 million yuan [1]. - Since its establishment on September 14, 2023, the fund has delivered a return of 39.27%, with a one-month return of 11.22% [1]. Group 2: Major Holdings - Major stocks in the fund include: - Meiri Hudong down 3.22% - Hanwei Technology down 1.89% - Hongchuang Holdings up 4.96% - Dongtu Technology up 1.13% - Hengbao Shares up 0.35% - Taiji Shares down 3.00% - Rejing Biology down 6.45% - Shijia Photon down 5.57% - Tainkang up 1.40% - Yifang Biology down 5.17% [1].

Group 1 - The core point of the article highlights the performance of the Huatai Fuhua Medical Service Flexible Allocation Mixed A Fund, which has shown significant returns over various time frames, including a 69.10% return over the past six months and a 65.45% return year-to-date, ranking first in its category [1] - The fund's latest net value is reported at 1.9920 yuan, reflecting a decrease of 0.75% [1] - The fund's top ten stock holdings account for a total of 68.66%, with notable investments in companies such as Heng Rui Pharmaceutical (9.90%) and Ke Lun Pharmaceutical (9.03%) [1] Group 2 - The Huatai Fuhua Medical Service Flexible Allocation Mixed A Fund was established on June 18, 2015, and as of June 30, 2025, it has a total scale of 2.915 billion yuan [1] - The fund manager, Zhang Wei, has a strong background in biomedical studies and extensive experience in the pharmaceutical sector, having held various positions in research and fund management [2]

Core Viewpoint - The company, Yifang Biotechnology (Shanghai) Co., Ltd., is set to hold a half-year performance briefing on August 26, 2025, to discuss its operational results and financial indicators for the first half of 2025, allowing investors to engage in Q&A sessions [2][3][5]. Group 1: Event Details - The performance briefing will take place on August 26, 2025, from 13:00 to 14:00 [5][6]. - The event will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [3][5]. - Investors can submit questions from August 19 to August 25, 2025, through the Roadshow Center or via the company's email [2][7]. Group 2: Participation Information - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center website [5][6]. - The company will address commonly asked questions during the briefing, ensuring transparency and engagement with investors [3][4]. - Contact information for inquiries includes the company's securities department email and phone number [7].

Group 1 - The core viewpoint of the article highlights the performance and holdings of the Agricultural Bank of China Healthcare Stock Fund, which has shown significant growth in recent months and years [1] - The fund's latest net value is 2.0003 yuan, reflecting a growth of 1.17% [1] - Over the past month, the fund has achieved a return of 4.93%, ranking 412 out of 1032 in its category [1] - In the last six months, the fund's return has been 50.76%, ranking 43 out of 993 [1] - Year-to-date, the fund has returned 46.69%, ranking 69 out of 983 [1] Group 2 - The top ten holdings of the Agricultural Bank of China Healthcare Stock Fund account for a total of 51.10%, with significant positions in companies such as Heng Rui Pharmaceutical (8.16%) and Zai Lab (7.99%) [1] - The fund was established on February 10, 2015, and as of June 30, 2025, it has a total size of 1.441 billion yuan [1] - The fund manager, Meng Yuan, has a master's degree and has held various positions in the financial industry, including roles at Bank of China Fund Management and Agricultural Bank of China Asset Management [1]

重要内容提示： 公司将于 2025 年 8 月 23 日发布公司 2025 年半年度报告，为便于广大投资 者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 8 月 26 日（星期二）13:00-14:00 举行 2025 年半年度业绩说明会，就投资者 关心的问题进行交流。 一、说明会类型 证券代码：688382 证券简称：益方生物 公告编号：2025-028 益方生物科技（上海）股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 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。 三、参加人员 董事长、总经理：YAOLIN WANG（王耀林） 董事会秘书：YUEHENG JIANG（江岳恒） 财务总监：史陆伟 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 8 月 26 日（星期二）13: ...