中信证券股份有限公司 关于苏州赛分科技股份有限公司 首次公开发行部分限售股及部分战略配售限售股上市流通 的核查意见 中信证券股份有限公司（以下简称"中信证券"、"保荐人"）作为苏州赛 分科技股份有限公司（以下简称"赛分科技"、"公司"）首次公开发行股票并 在科创板上市的保荐人，根据《证券发行上市保荐业务管理办法》《上海证券交 易所科创板股票上市规则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》 等有关法律法规和规范性文件的要求，就赛分科技首次公开 发行部分限售股及部分战略配售限售股上市流通的事项进行了专项核查： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2024 年 8 月 22 日出具的《关于同意苏州赛分科技股份有限公司首次公开发行股票注册的批 复》（证监许可〔2024〕1204 号），公司获准首次向社会公众公开发行人民币 普通股（A 股）股票 4,997.5690 万股，并于 2025 年 1 月 10 日在上海证券交易所 科创板上市。公司首次公开发行股票完成后，总股本为 416,464,084 股，其中有 限售条件流通股 376,959, ...

每经AI快讯，赛分科技（SH 688758，收盘价：17.93元）12月29日晚间发布公告称，公司限售股份约 2.56亿股将于2026年1月12日解禁并上市流通，占公司总股本比例为61.4%。 每经头条（nbdtoutiao）——直击茅台经销商大会：2000多人周末齐聚！重大变革公布：涉及茅台酒价 格、分销等，董事长陈华：经销商不能再"躺着赚钱" （记者 曾健辉） 2024年1至12月份，赛分科技的营业收入构成为：药物分析占比40.2%，抗体药物占比20.85%，胰岛素/ 多肽/GLP-1占比18.18%，重组蛋白占比13.73%，其他占比6.6%。 截至发稿，赛分科技市值为75亿元。 ...

证券代码：688758 证券简称：赛分科技 公告编号：2025-040 苏州赛分科技股份有限公司 首次公开发行部分限售股及部分战略配售限售股上市 流通公告 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： 本次股票上市类型为首发战略配售股份（限售期 12 个月）；股票认购方 式为网下，上市股数为4,997,569股。本公司确认，上市流通数量等于该限售期的 全部战略配售股份数量。 除首发战略配售股份外，本次其他股票上市类型为首发限售股份；股票认 购方式为网下，上市股数为250,706,767股。 本次股票上市流通总数为255,704,336股。 本次股票上市流通日期为2026 年 1 月 12 日。（因 2026 年 1 月 10 日为非 交易日，故顺延至下一交易日） 1、股东南京华泰大健康一号股权投资合伙企业（有限合伙）（以下简称"华泰 大健康一号"）、南京华泰大健康二号股权投资合伙企业（有限合伙）（以下 简称"华泰大健康二号"）、南京道兴创业投资管理中心（普通合伙） "1.自发行人股票上市之日起 12 个月 ...

Group 1 - The core viewpoint of the news is that Sai Fen Technology's stock performance and financing activities indicate a mixed market sentiment, with a slight decline in stock price and notable financing activities on December 18 [1][2]. - On December 18, Sai Fen Technology's stock price fell by 1.03%, with a trading volume of 28.69 million yuan. The financing buy-in amount was 2.43 million yuan, while the financing repayment was 3.11 million yuan, resulting in a net financing buy of -0.68 million yuan [1]. - As of December 18, the total balance of margin trading for Sai Fen Technology was 48.84 million yuan, with a financing balance of 48.77 million yuan, accounting for 6.30% of the circulating market value [1]. Group 2 - Sai Fen Technology, established on March 16, 2009, is located in the Suzhou Industrial Park and specializes in the research and production of liquid chromatography materials for drug analysis and purification [2]. - The company's main business revenue composition includes: industrial purification segment 33.10%, industrial purification fillers 32.65%, analytical chromatography segment 16.73%, analytical chromatography columns 13.31%, analytical chromatography fillers 3.13%, and other segments [2]. - For the period from January to September 2025, Sai Fen Technology achieved an operating income of 302 million yuan, representing a year-on-year growth of 38.39%, and a net profit attributable to shareholders of 93.21 million yuan, with a year-on-year increase of 71.07% [2]. Group 3 - After its A-share listing, Sai Fen Technology has distributed a total of 27.90 million yuan in dividends [3]. - As of September 30, 2025, the number of shareholders for Sai Fen Technology was 7,159, a decrease of 31.51% from the previous period, while the average circulating shares per person increased by 57.01% to 5,933 shares [2][3]. - Among the top ten circulating shareholders, the Southern Science and Technology Innovation Board 3-Year Open Mixed Fund (506000) has exited the list [3].

目前，科创板与主板各贡献一家费用率在20%以上的企业，其中赛分科技以23.2%的费用率高居榜首 ——根据数据，赛分科技首发募资额接近2.16亿元，发行费用合计5009.37万元。 年内中信证券被监管数次"点名"。今年5月14日，上交所发布监管措施决定书表示，中信证券作为相关 上市公司再融资项目的保荐人，李宁、吴鹏、黄艺彬、李婉璐作为中信证券指定的项目保荐代表人，存 在保荐职责履行不到位的情形，对此负有直接责任。 【深圳商报讯】(记者詹钰叶)今年以来A股新增首发企业超100家，合计募资超过1100亿元，发行总费用 合计近81亿元，占比超7%。其中，赛分科技发行费用占募资额的比例高达23.2%，位居榜首。其保荐机 构中信证券年内在首发项目上获得的承销与保荐费收入同比翻倍，但也因投行违规被监管点名。 ...

Group 1 - The core viewpoint of the news is that Suzhou Saifen Technology Co., Ltd. has commenced construction on a new project aimed at increasing its production capacity for chromatography media, which is essential for biopharmaceutical separation and purification [1][2] - The new project in Yangzhou will add an annual production capacity of 200,000 liters of chromatography media, including affinity chromatography fillers, ion exchange fillers, and composite chromatography fillers, with a total construction area of approximately 21,000 square meters [1] - Saifen Technology has established itself as a leading domestic chromatography filler enterprise, actively participating in the rapid development of China's biopharmaceutical industry and the localization of the supply chain, with over 100 clinical and commercial projects in various biopharmaceutical segments [1][2] Group 2 - Since its listing, Saifen Technology has shown strong business growth, achieving operating revenue of 302 million yuan in the first three quarters of 2025, a year-on-year increase of 38.39%, and a net profit attributable to shareholders of 93.21 million yuan, up 71.07% [2] - The Yangzhou Phase II project is a key strategic move for the company to solidify its core business and expand production capacity, marking a significant step in leveraging capital markets to accelerate its strategic development [2] - The new project is expected to enhance the company's service capabilities to partners, improve delivery efficiency, and support stable production and capacity expansion for collaborative projects, while also aiding in the company's overseas market expansion strategy [2]

Core Viewpoint - The construction ceremony for the 200,000 liters/year biopharmaceutical separation and purification auxiliary materials project by Suzhou Saifen Technology Co., Ltd. was held, marking a significant milestone in the company's expansion and capacity enhancement in the biopharmaceutical sector [1]. Group 1: Project Details - The project will include the construction of three chromatography medium production workshops, along with supporting warehouses, tank areas, and wastewater treatment facilities, covering an area of approximately 21,000 square meters [1]. - The new project will add an annual production capacity of 200,000 liters of chromatography media, including affinity chromatography fillers, ion exchange fillers, and composite chromatography fillers [1]. Group 2: Company Performance - Saifen Technology has been actively involved in the rapid development of China's biopharmaceutical industry, accumulating over 100 application projects in various biopharmaceutical segments, including antibodies and insulin [2]. - The company reported a strong business performance since its listing on the STAR Market, achieving a revenue of 302 million yuan in the first three quarters of 2025, a year-on-year increase of 38.39%, and a net profit of 93.21 million yuan, up 71.07% [3]. Group 3: Market Context - The rapid development of the Chinese biopharmaceutical industry is highlighted by significant achievements from partners of Saifen Technology, indicating a growing demand for high-performance, large-scale, and high-quality domestic chromatography fillers [4]. - The new project will enhance the company's ability to deliver on a large scale and support the stable production and capacity growth of its partners, while also aiding in the company's strategy to expand into overseas markets [4].

Core Viewpoint - The article highlights the significant market movements in A-shares, particularly focusing on the surge in specific sectors such as commercial aerospace and CPO concepts, alongside the notable performance of newly listed companies like Moer Thread. Market Overview - On December 5, A-shares experienced a narrow fluctuation with the Shanghai Composite Index slightly up by 0.08% to 3878.99 points, while the Shenzhen Component and ChiNext Index rose by 0.39% and 0.47% respectively, with a total transaction volume of 999.6 billion yuan [1]. - There was a clear market divergence, with sectors like banking, real estate, and pharmaceuticals showing weakness, while commercial aerospace concepts became active again, with stocks like Chaojie Co. and Changguang Huaxin hitting the daily limit of 20% [1][7]. CPO Concept Surge - The CPO concept saw a strong rally, with Changguang Huaxin reaching a historical high with a 20% increase, and other stocks like Dongtianwei and Juguang Technology rising over 10% [4][5]. Commercial Aerospace Activity - The commercial aerospace sector was notably active, with stocks such as Chaojie Co. and Xinghuan Technology seeing significant gains, including a 20% increase for Chaojie Co. [6][7]. - The successful launch of the Zhuque-3 rocket on December 3 marked a significant milestone for China's commercial aerospace industry, indicating a potential turning point for the sector [9]. Moer Thread Performance - Moer Thread, which recently debuted on the Sci-Tech Innovation Board, saw its stock price surge by over 500% at one point, closing up 416.79% at 590.59 yuan per share, with potential profits exceeding 280,000 yuan for investors [2][11]. - The company focuses on the development and sales of GPUs and related products, aiming to provide computing acceleration platforms for high-performance computing fields [12][13]. Aifuhua's Stock Activity - Aifuhua's stock hit the daily limit again, marking its 15th limit-up in 26 trading days, with a closing price of 26.53 yuan per share and a total market capitalization of 10.56 billion yuan [15][18]. - The company announced plans for a share reduction by its controlling shareholder, which is intended to raise funds for operational needs [17].

Core Viewpoint - The chemical pharmaceutical sector experienced a rise of 1.66% on November 26, with Frontier Biotech leading the gains, while the overall Shanghai Composite Index fell by 0.15% [1]. Group 1: Stock Performance - Frontier Biotech (688221) closed at 20.20, up 12.85% with a trading volume of 455,500 shares and a transaction value of 916 million yuan [1]. - Yuyuan Pharmaceutical (688658) closed at 26.88, up 12.00% with a trading volume of 218,600 shares and a transaction value of 577 million yuan [1]. - Fuyuan Pharmaceutical (6801089) closed at 24.53, up 10.00% with a trading volume of 113,800 shares and a transaction value of 274 million yuan [1]. - Other notable performers include Guangji Pharmaceutical (000952) with a 9.99% increase and Beida Pharmaceutical (000788) with a 9.94% increase [1]. Group 2: Fund Flow Analysis - The chemical pharmaceutical sector saw a net inflow of 43.08 million yuan from institutional investors, while retail investors contributed a net inflow of 23.8 million yuan [2]. - The sector experienced a net outflow of 281 million yuan from speculative funds [2]. - Key stocks with significant fund flows include Heng Rui Pharmaceutical (600276) with a net inflow of 231 million yuan from institutional investors [3]. Group 3: Individual Stock Fund Flow - New China Pharmaceutical (000756) had a net inflow of 68.2 million yuan from institutional investors, while experiencing a net outflow of 21.7 million yuan from speculative funds [3]. - Fuyuan Pharmaceutical (601089) saw a net inflow of 67.6 million yuan from institutional investors, with a net outflow of 39.4 million yuan from speculative funds [3]. - Other stocks like Beibete (688759) and Yuyuan Pharmaceutical (688658) also showed varying levels of net inflows and outflows from different investor categories [3].

Group 1 - The core viewpoint of the news is that Sai Fen Technology has shown a mixed performance in financing activities, with a net financing outflow on November 20, 2023, and a significant increase in revenue and profit year-on-year for the first nine months of 2025 [1][2]. Group 2 - On November 20, 2023, Sai Fen Technology's stock price increased by 0.70%, with a trading volume of 71.15 million yuan. The financing buy-in amount was 4.03 million yuan, while the financing repayment was 12.21 million yuan, resulting in a net financing outflow of 8.19 million yuan [1]. - As of November 20, 2023, the total balance of margin trading for Sai Fen Technology was 77.28 million yuan, accounting for 8.48% of its circulating market value [1]. - The company reported a revenue of 302 million yuan for the period from January to September 2025, representing a year-on-year growth of 38.39%. The net profit attributable to the parent company was 93.21 million yuan, reflecting a year-on-year increase of 71.07% [2]. - The main business segments of Sai Fen Technology include industrial purification (33.10%), industrial purification: fillers (32.65%), analytical chromatography (16.73%), and others [2]. - As of September 30, 2025, the number of shareholders was 7,159, a decrease of 31.51% from the previous period, while the average circulating shares per person increased by 57.01% to 5,933 shares [2].