Core Viewpoint - Shanghai Ailis Pharmaceutical Technology Co., Ltd. has announced a cash dividend of 0.40 RMB per share (including tax) for the first half of 2025, totaling 180 million RMB to be distributed to shareholders [2][4]. Distribution Plan - The dividend distribution is based on a total share capital of 450 million shares, with a cash dividend of 0.40 RMB per share, amounting to a total distribution of 180 million RMB (including tax) [4]. - The distribution is authorized by the company's board of directors following the approval of the 2024 annual general meeting held on May 14, 2025 [2][3]. Distribution Implementation - The cash dividends will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the registration date [3]. - Shareholders who have not completed designated trading will have their dividends held by the China Securities Depository and Clearing Corporation until they complete the necessary trading [6]. Taxation Details - For individual shareholders holding unrestricted circulating shares, dividends are subject to different tax treatments based on the holding period. Those holding shares for over one year are exempt from individual income tax, while those holding for one year or less will have taxes calculated upon the sale of shares [8]. - Qualified Foreign Institutional Investors (QFII) will have a 10% withholding tax applied, resulting in a net dividend of 0.36 RMB per share [9]. - For Hong Kong investors, a similar 10% withholding tax applies, leading to a net dividend of 0.36 RMB per share [9]. - Other corporate shareholders are responsible for their own tax declarations, receiving a gross dividend of 0.40 RMB per share [10].

证券代码：688578 证券简称：艾力斯 公告编号：2025-021 上海艾力斯医药科技股份有限公司 本公司董事会及全体董事保证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： ? 是否涉及差异化分红送转：否 ? 每股分配比例 每股现金红利0.40元（含税） ? 相关日期 股权登记日 除权（息）日 现金红利发放日 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经上海艾力斯医药科技股份有限公司（以下简称"公司" 或"本公司"）2025 年 5 月 14 日的2024年年度股东大会授权公司董事会制定实施， 并经公司第二届董事会第十五次会议审议通过，具体情况如下： 东大会授权董事会进行 2025 年中期分红的议案》，在符合利润分配的条件下制定 具体的 2025 年上半年利润分配方案，并由董事会及其授权人士具体执行相关利润 分配方案，授权期限自本议案经 2024 年年度股东大会审议通过之日起至公司 2025 年年度股东大会召开之日止。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（ ...

Group 1 - The core point of the news is that on September 2, a total of 6 block trades occurred for Ailis, with a total trading volume of 520,000 shares and a total transaction amount of 54.5532 million yuan, at a price of 104.91 yuan, which represents a discount of 9.00% compared to the closing price of the day [2][3] - In the last three months, Ailis has seen a total of 39 block trades with a cumulative transaction amount of 628 million yuan [3] - The closing price of Ailis on the day of the report was 115.29 yuan, down 1.44%, with a daily turnover rate of 2.46% and a total transaction amount of 1.3 billion yuan, indicating a net outflow of main funds amounting to 79.5635 million yuan [3] Group 2 - The latest margin financing balance for Ailis is 929 million yuan, which has increased by 98.2807 million yuan in the last five days, representing an increase of 11.83% [3] - The block trades on September 2 involved various institutional trading desks, with a total of 2,832.57 million yuan net buying from institutional proprietary seats [2][3] - The detailed breakdown of the block trades shows that the average transaction price was consistently 104.91 yuan, with all trades reflecting a 9.00% discount to the closing price [2]

Group 1 - The company announced a profit distribution plan for the first half of 2025, proposing a cash dividend of 0.40 yuan per share (including tax) [2] - The record date for the dividend is set for September 9, 2025, with the ex-dividend date and payment date both on September 10, 2025 [2]

一、 通过分配方案的股东大会届次和日期 本次利润分配方案经上海艾力斯医药科技股份有限公司（以下简称"公司" 或"本公司"）2025 年 5 月 14 日的2024年年度股东大会授权公司董事会制定实施， 并经公司第二届董事会第十五次会议审议通过，具体情况如下： 证券代码：688578 证券简称：艾力斯 公告编号：2025-021 上海艾力斯医药科技股份有限公司 2025年半年度权益分派实施公告 本公司董事会及全体董事保证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： 每股现金红利0.40元（含税） 相关日期 | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/9/9 | 2025/9/10 | 2025/9/10 | 2025 年 5 月 14 日，公司召开 2024 年年度股东大会，审议通过《关于提请股 东大会授权董事会进行 2025 年中期分红的议案》，在符合利润分配的条件下制定 具体的 2025 年上半年利润分配方案，并由董事会及其授权人士具体执行相关利润 分配方案，授权 ...

Investment Rating - The investment rating for the pharmaceutical and biotechnology industry is "Positive" and the rating has been maintained [1] Core Insights - The pharmaceutical and biotechnology industry index increased by 0.39% during the reporting period, ranking 26th among 31 primary industries, underperforming the CSI 300 index which rose by 7.01% [4][14] - The industry shows resilience despite a slight decline in overall revenue and net profit for A-share pharmaceutical companies in the first half of the year, with stable gross profit margins [6] - The CXO sector has returned to high prosperity with significant growth in performance, while the chemical preparation sector shows a mixed performance [6] - The report highlights the approval of several innovative drugs, including Novartis' "Acrux" for IgA nephropathy and the first oral HER2 inhibitor "Zongertinib" by Boehringer Ingelheim [5][41] Industry Review - The pharmaceutical and biotechnology industry PE (TTM, excluding negative values) is at 31.41x, slightly down from 31.38x in the previous period, indicating a valuation below the average [20] - The top three sub-industries by PE are vaccines (56.18x), hospitals (42.24x), and medical devices (40.66x), while pharmaceutical circulation has the lowest valuation at 14.06x [20] - In the reporting period, 29 listed companies in the pharmaceutical and biotechnology sector experienced a net reduction in shareholder holdings amounting to 1 billion CNY [4] Important Industry News - The CDE released a draft guideline for single-arm clinical trials to support the regular approval of anti-tumor drugs [25] - Novartis' IgA nephropathy drug "Acrux" received NMPA approval, marking it as the first of its kind in China [28] - The approval of the new generation ALK inhibitor "Dirocitinib" by Xuan Bamboo Biotech for treating ALK-positive non-small cell lung cancer [36] - The approval of the ADC "Datopotamab deruxtecan" for treating HR-positive, HER2-negative breast cancer [39] Investment Recommendations - The report suggests focusing on investment opportunities in the chemical preparation sector, particularly innovative drugs, and the CXO sector due to their clear long-term growth logic [6]

9月2日，艾力斯大宗交易成交52万股，成交额5455.32万元，占当日总成交额的4.03%，成交价104.91 元，较市场收盘价115.29元折价9%。 | 交易日期 | 恒辨國核 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入管业部 | | 英出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-02 | 艾力斯 | 688578 | 104.91 | 2622.75 | 25 | 杭构专用 | 中信证券股份有限 公司上海分公司 | ਨੂੰ | | 2025-09-02 | 艾力斯 | 688578 | 104.91 | 1049.1 | 10 | 华夏证券股份有限 公司上海黄浦区黄 降幅度压处器不管 | 中信证券股份有限 公司上海分公司 | KA | | 2025-09-02 | 艾力斯 | 688578 | GMACAGA 104.91 | 1270 201 839.28 | 8 | 因奏清通证券股份 有限公司总部 | 中信证券股份有限 公司上海分公司 | ਨੂੰ | ...

Core Viewpoint - Shanghai Ailis Pharmaceutical Technology Co., Ltd. announced a change in shareholder equity that has crossed the 1% threshold due to a reduction in shareholding by major shareholders [1][2]. Group 1: Shareholder Equity Changes - Shareholders Shanghai Aixiang Enterprise Development Center (Limited Partnership) and Nantong Aiyun Enterprise Development Center (Limited Partnership) reduced their combined shareholding from 53.05% to 51.87% after selling 5,316,500 shares on September 1, 2025 [2]. - The specific share reduction included 4,231,726 shares sold by Shanghai Aixiang and 1,084,774 shares sold by Nantong Aiyun [2]. Group 2: Shareholding Structure - After the reduction, the shareholding structure is as follows: - Shanghai Aixiang: 23,340,850 shares (51.87%) - Nantong Aiyun: 8,685,588 shares (1.93%) [2]. - The remaining shareholders, including Du Jinhao, Shanghai Qiaoke Enterprise Development Co., Ltd., Jeffrey Yang Guo, and Jennifer Guo, did not change their holdings [2]. Group 3: Compliance and Future Plans - The company confirmed that the reduction does not trigger mandatory tender offer obligations and will not affect the control or governance structure of the company [2]. - The shareholders have committed to continue adhering to relevant laws and regulations and will fulfill subsequent information disclosure obligations [2].

Core Viewpoint - The article reports on the significant trading activity of Ailis on September 1, highlighting a total of 30 transactions with a volume of 5.3165 million shares and a transaction value of 566 million yuan, indicating a discount of 9% compared to the closing price of the day [2][3][4]. Trading Activity Summary - On September 1, Ailis had a total trading volume of 5.3165 million shares, amounting to 566 million yuan, with a transaction price of 106.45 yuan per share, reflecting a 9% discount from the closing price [2][3]. - Institutional trading desks participated in 12 of the transactions, contributing a total of 383 million yuan in net purchases [2]. - Over the past three months, Ailis has recorded 33 transactions with a cumulative transaction value of 573 million yuan [2]. Stock Performance Summary - Ailis closed at 116.98 yuan on the reporting day, marking a 2.61% increase, with a daily turnover rate of 3.22% and a total trading volume of 1.705 billion yuan [2]. - The stock has seen a cumulative increase of 24.74% over the past five days, despite a net outflow of 356 million yuan in funds during the same period [2]. - The latest margin financing balance for Ailis stands at 852 million yuan, with an increase of 31.229 million yuan over the past five days, representing a growth rate of 3.81% [2].

Summary of Key Points Core Viewpoint - On September 1, a total of 14 stocks on the Sci-Tech Innovation Board (STAR Market) experienced block trading, with a cumulative transaction amount of 1.009 billion yuan [1]. Group 1: Trading Overview - There were 54 block trades executed, with a total trading volume of 10.0675 million shares [1]. - The stock with the highest transaction amount was Ailis, with 30 block trades totaling 531.65 thousand shares and a transaction amount of 566 million yuan [1]. - Other notable stocks in terms of transaction amounts included Haiguang Information and Dameng Data, with transaction amounts of 261 million yuan and 46.4 million yuan, respectively [1]. Group 2: Price and Performance Analysis - The average discount rates for block trades relative to the closing prices were highest for Delong Laser, Dameng Data, and Wukuang New Energy, with discount rates of 17.79%, 16.49%, and 12.17% respectively [1]. - The STAR 50 Index rose by 1.18% on the same day, with 358 stocks (61.20%) on the STAR Market experiencing price increases [1]. - The average increase for stocks involved in block trading was 2.24%, with the largest gains seen in Huahong Company, Haiguang Information, and Aibo Medical, which rose by 9.18%, 7.42%, and 4.27% respectively [1]. Group 3: Institutional Participation - Among the block trades, there were 17 transactions involving institutional buyers or sellers across 5 stocks, with the highest buying amounts in Ailis, Haiguang Information, and Huahong Company, totaling 383 million yuan, 261 million yuan, and 22.08 million yuan respectively [2]. - In terms of capital flow, 8 stocks saw net inflows from major funds, with Haiguang Information, Hanwujing, and Delong Laser leading with net inflows of 685 million yuan, 116 million yuan, and 18.64 million yuan respectively [2]. - Conversely, the stocks with the highest net outflows included Huahong Company, Ailis, and Dameng Data, with net outflows of 1.09 billion yuan, 136 million yuan, and 51.46 million yuan respectively [2].