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丽珠医药(01513) - 关连交易 视作出售一间附属公司
2025-12-30 10:30
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 關連交易 視作出售一間附屬公司 增資認購及股權轉讓協議 《香港上市規則》的涵義 由於本次增資將導致本公司於毛孩子的股權減少,故根據《香港上市規則》第14.29條, 本次增資構成一項視作出售事項。 於本公告日期,朱琳琳女士為毛孩子的副董事長及總經理,同時為心有毛孩的有限合夥 人,持有心有毛孩99.9999%的合夥權益,因此,心有毛孩為本公司的關連人士。據此, 本次增資亦構成《香港上市規則》第14A章項下本公司之關連交易。 由於本次增資的一項或多項百分比超過0.1%但低於5%,本次增資僅需遵守《香港上市 規則》第14A.76條項下的申報及公告規定,但獲豁免遵守通函及股東批准規定,而本次 增資不構成《香港上市規則》第14章項下之須予披露交易。 2025年12月30日,本公司與健康元、心有毛孩及毛孩子訂立增資認購及股權轉讓協議, 據此,心有毛孩同意對毛孩子以現金方式增資認繳人民幣1,500萬元,同時,健康元同意 ...
丽珠医药(01513) - 持续关连交易 与健康元订立二零二六水电框架协议、二零二六接受劳务服务框架...
2025-12-30 10:00
與健康元訂立二零二六水電框架協議、 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 持續關連交易 二零二六接受勞務服務框架協議、 二零二六提供勞務服務框架協議、 二零二六銷售框架協議和二零二六採購框架協議 與健康元訂立二零二六水電框架協議、二零二六接受勞務服務框架協議、二零二六提供 勞務服務框架協議、二零二六銷售框架協議和二零二六採購框架協議 2025年12月30日,本公司召開董事會審議批准自2026年1月1日起計至2026年12月31日止 期間內(1)本集團從健康元集團接受水、電、蒸汽、天然氣及污水處理,(2)本集團 從健康元集團接受勞務服務,(3)本集團向健康元集團提供勞務服務,(4)本集團向 健康元集團銷售產品,及(5)本集團從健康元集團採購產品之持續關連交易,年度上限 分别為人民幣36.00百萬元、人民幣33.00百萬元、人民幣170.00百萬元、人民幣38.00百萬 元和人民幣310.00百萬元。同日,本公司與健康元就上述持續關連交易訂立了 ...
丽珠医药(01513) - 持续关连交易 与丽珠单抗订立二零二六水电框架协议、二零二六租出资產框架协...
2025-12-30 09:56
持續關連交易 與麗珠單抗訂立二零二六水電框架協議、 二零二六租出資產框架協議、二零二六採購框架協議 和二零二六提供勞務服務框架協議 與麗珠單抗訂立二零二六水電框架協議、二零二六租出資產框架協議、二零二六採購 框架協議和二零二六提供勞務服務框架協議 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦 不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任 何損失承擔任何責任。 2025年12月30日,本公司召開董事會審議批准本集團自2026年1月1日起計至2026年12月 31日止期間內向麗珠單抗(1)提供水、電、蒸汽及污水處理,(2)租出資產,(3)採 購藥品,及(4)提供勞務服務之持續關連交易,年度上限分別為人民幣20.00百萬元、 人民幣35.00百萬元、人民幣75.00百萬元及人民幣80.50百萬元。同日,本公司與麗珠單 抗就上述持續關連交易分別訂立了二零二六水電框架協議、二零二六租出資產框架協議、 二零二六採購框架協議和二零二六提供勞務服務框架協議。 《香港上市規則》的涵義 於本公告日期,健康元直接及間接擁有本公司約46. ...
策略周度报告:十二月LPR报价维持不变,国家创业投资引导基金正式启动-20251226
Yuan Da Xin Xi· 2025-12-26 11:09
Group 1: Key News and Insights - The December 22 LPR remains unchanged at 3.0% for 1-year and 3.5% for 5-year loans, indicating a stable monetary policy environment [1][12] - The launch of the National Venture Capital Guiding Fund aims to attract diverse investments, targeting a total fund size of trillions by leveraging central government funds [1][22] - The National Development and Reform Commission (NDRC) has initiated 21 key measures to support the high-quality development of the Western Land-Sea New Corridor, emphasizing financial support and cooperation [1][15][16] Group 2: Market Overview - The domestic securities market showed mixed performance, with the Sci-Tech 100 index rising by 5.60%, while other major indices experienced declines [2][26] - The non-ferrous metals sector led the industry gains with a 6.43% increase, reflecting strong demand dynamics [2][28] Group 3: Buyback and Stake Increase - A total of 5 companies reported significant shareholder buybacks, with Kangnibei planning to increase its stake by over 1% of total shares [3][34] - 60 companies announced buyback plans, with 9 companies intending to repurchase more than 1% of their total shares, highlighting a trend of corporate confidence [3][36] Group 4: Investment Recommendations - In the technology sector, companies focused on artificial intelligence, semiconductor chips, and robotics are expected to outperform due to favorable policies and liquidity conditions [4][39] - The non-bank financial sector, particularly brokerage firms, is anticipated to benefit from a slow bull market, while insurance companies may see improved returns on long-term assets [4][40] - The copper market is expected to maintain a tight supply-demand balance, supporting price increases, while energy metals like lithium and cobalt remain attractive due to battery and storage demand [4][40] - The electric equipment sector is poised for growth driven by AI and renewable energy, indicating a robust future demand for power equipment [4][41] - Domestic consumption is projected to expand, with a focus on enhancing consumer spending capabilities [4][42]
12月26日重要公告一览
Xi Niu Cai Jing· 2025-12-26 02:37
Group 1 - 德方纳米 plans annual equipment maintenance to ensure efficient and stable operation, starting January 1, 2026, for one month, with no significant impact on 2026 performance [1] - 达意隆's subsidiary Tianjin Baolong faces a significant decline in OEM orders due to strategic adjustments from core customers, leading to plans to shut down production lines [2] - 天威视讯's subsidiary plans to transfer project assets for 604.3 million yuan to a related party, constituting a related transaction [3] Group 2 - 金龙羽 intends to sign a strategic cooperation framework agreement with an investment institution to establish an industrial merger fund with a planned scale of 1.5 billion yuan [4] - 紫光国微's subsidiary plans to establish a new company with multiple partners, including a subsidiary of CATL, with a registered capital of 300 million yuan [5] - 信隆健康's major shareholder plans to reduce its stake by up to 1% through trading [6] Group 3 - 龙建股份 wins a 612 million yuan EPC contract for a project, which represents approximately 3.27% of the company's audited revenue for 2024 [7] - 复旦张江 receives acceptance for a clinical trial application for a drug aimed at visualizing malignant lesions in lung cancer patients [9] - 博实股份's major shareholder plans to reduce its stake by up to 2.93% [10] Group 4 - 百纳千成 plans to acquire 100% of Zhonglian Century's shares to expand its marketing business and digital advertising solutions [11] - 天铁科技's major shareholder is under criminal detention, but the investigation is unrelated to the company's operations [12] - 海看股份's shareholder plans to reduce its stake by up to 3.6% [13] Group 5 - 智光电气's subsidiary signs a procurement contract worth 148 million yuan for a high-voltage energy storage system [14] - 西藏矿业's attempt to transfer 100% of a subsidiary's equity has not attracted qualified buyers, leading to automatic withdrawal from the trading platform [15] - 英诺激光's major shareholder plans to reduce its stake by up to 3% [16] Group 6 - 福鞍股份's major shareholder plans to reduce its stake by up to 3% [17] - 白云山 receives a drug registration certificate for a rabies vaccine [18] - 华电科工 signs a contract worth approximately 265 million yuan for a power plant project [19] Group 7 - 康弘药业 receives a drug registration certificate for a medication used to treat schizophrenia [20] - 西菱动力's actual controller plans to reduce their stake by 2% [21] - 海希通讯's actual controller plans to reduce their stake by 0.48% [22] Group 8 - 海南机场 plans to transfer 90% of a subsidiary's equity for approximately 500 million yuan, expecting a profit of about 200 million yuan from the transaction [23] - 森远股份 signs a contract for a computing cluster integration project worth 26.78 million yuan [24] - 丽珠集团's subsidiary receives acceptance for a drug registration application for a new treatment for psoriasis [25] Group 9 - 郑州银行 plans to acquire a village bank and convert it into a branch [26] - 方正证券 announces a cash dividend distribution plan for the third quarter of 2025 [27] - 金陵体育 announces a cash dividend distribution plan for the first three quarters of 2025 [29] Group 10 - 紫金银行 announces a mid-term profit distribution plan for 2025 [30] - *ST建艺's major shareholder waives 1.4 billion yuan in debt and donates 400 million yuan to support the company [31] - 万朗磁塑's major shareholder plans to reduce their stake by up to 3% [32] Group 11 - 艾力斯's core product is included in a list of potential breakthrough therapies for lung cancer [33] - 富创精密's shareholder plans to transfer 918.63 million shares [34] - 东阳光's subsidiary plans to increase capital and introduce investors [35] Group 12 - 侨银股份 plans to acquire a 16.67% partnership in a venture capital fund [36] - 尤夫股份 receives a government subsidy of 4.04 million yuan for a technical improvement project [37] - 倍轻松 and its actual controller are under investigation for information disclosure violations [38] Group 13 - 万润新能 plans to reduce production on some lines for maintenance, expecting a reduction of 5,000 to 20,000 tons in lithium iron phosphate output [39]
丽珠集团(000513) - 000513丽珠集团投资者关系管理信息20251225
2025-12-25 14:26
Group 1: Product Performance and Market Strategy - The patent protection for the injectable form of Esomeprazole will last until after 2035, while the tablet form has faced generic competition in China, yet the company has maintained stable sales growth in the first three quarters of this year due to its strong presence in the gastrointestinal sector [2] - The P-CAB product JP-1366 is expected to participate in the 2027 medical insurance negotiations, with sales anticipated to ramp up significantly after its market entry [2][3] - The domestic sales of P-CAB products reached approximately CNY 1.45 billion in the first three quarters of 2025, representing a year-on-year growth of 65% [3] Group 2: Competitive Landscape in Mental Health Treatments - The average usage rate of long-acting antipsychotic injections in Europe and the U.S. is between 25%-30%, while the rate in China is currently below 1% [3] - The new guidelines for schizophrenia treatment emphasize the importance of long-acting therapies, which is expected to increase the market penetration and sales of the company's long-acting antipsychotic products [3][4] - The company strategically focuses on developing third-generation antipsychotic drugs for long-acting formulations to avoid safety issues associated with first- and second-generation drugs [4] Group 3: Pipeline and Future Developments - The IL-17A/F monoclonal antibody (LZM012) has been submitted for regulatory approval and is expected to participate in the 2027 national medical insurance negotiations [5] - The recombinant human follicle-stimulating hormone (r-FSH) is set to launch in 2026, enhancing the company's product matrix in assisted reproduction [5][6] - The company has significantly reduced losses this year and anticipates entering a product harvest phase with the upcoming launches of r-FSH and LZM012 [6]
丽珠医药(01513.HK)莱康奇塔单抗注射液上市许可申请获国家药监局受理
Jin Rong Jie· 2025-12-25 04:10
【财华社讯】丽珠医药(01513.HK)公布,公司控股子公司丽珠单抗收到国家药监局核准签发的《受理通 知书》,丽珠单抗与北京鑫康合生物医药科技有限公司联合开发的莱康奇塔单抗注射液境内生产药品注 册上市许可申请获国家药监局受理。拟定适应症(或功能主治)用于适合接受系统治疗或光疗的中重度斑 块状银屑病成人患者。 本文源自:财华网 ...
丽珠医药集团股份有限公司 关于A股股份回购结果暨股份 变动公告
Group 1: Share Buyback Announcement - The company approved a share buyback plan at the shareholder meetings held on December 24, 2024, and May 29, 2025, with a total amount not less than RMB 60 million and not exceeding RMB 100 million, at a price not exceeding RMB 45.00 per share [2][3] - As of December 23, 2025, the company completed the buyback of 16,193,259 A-shares, accounting for 1.79% of the total share capital, with a total expenditure of RMB 600,217,787.75 [3][4] - The repurchased shares will be fully canceled, leading to a reduction in registered capital, and the company will submit the cancellation application to the relevant authorities [3][6] Group 2: Compliance and Implementation - The buyback process complied with relevant regulations, and the total funds used, repurchase price, and number of shares repurchased were consistent with the approved plan [5][6] - The company did not engage in stock trading during sensitive periods, ensuring compliance with trading regulations [10][11] Group 3: New Drug Application - The company’s subsidiary received a notice from the National Medical Products Administration regarding the acceptance of the registration application for "Lai Kang Qi Ta Monoclonal Antibody Injection" [16][17] - This drug is a first-in-class IL-17A/F dual-target inhibitor for treating moderate to severe plaque psoriasis, with promising clinical trial results showing superior efficacy compared to the control group [18][20] - The total R&D investment for this drug has reached approximately RMB 20.4 million, and there are currently no approved products for the same indication in the domestic market [20]
丽珠医药集团股份有限公司关于莱康奇塔单抗注射液上市许可申请获受理的提示性公告
Group 1 - The core announcement is about the acceptance of the marketing authorization application for "Lai Kang Qi Ta" monoclonal antibody injection by the National Medical Products Administration [1][2] - The drug is a first-in-class, self-developed innovative IL-17A/F dual-target inhibitor for moderate to severe plaque psoriasis in adults [3][4] - The clinical trials showed that the drug achieved superior efficacy compared to the control group, with faster onset and better long-term effects [3] Group 2 - The total research and development expenses incurred for the drug amount to approximately RMB 204.03 million [5] - Currently, there are no approved products for psoriasis indications targeting IL-17A/F dual targets in China, while there are five products targeting IL-17A and IL-17RA [7] - The estimated domestic terminal sales for IL-17A and IL-17RA single-target drugs in 2024 is RMB 2.833 billion [7] Group 3 - The company has completed a share repurchase program, acquiring 16,193,259 A-shares, which is 1.79% of the total share capital [9][10] - The repurchase was conducted at a total cost of approximately RMB 600.22 million, with a maximum price of RMB 41.99 per share and a minimum price of RMB 33.21 per share [9][10] - All repurchased shares will be canceled, leading to a reduction in registered capital [11][13]
12月24日晚间重要公告一览
Xi Niu Cai Jing· 2025-12-24 10:12
Group 1 - Jizhi Co., Ltd. plans to acquire at least 51% equity in Pumai Technology through cash payment, aiming to gain control over the company, which is a leading enterprise in the field of robot performance testing and calibration in China [1] - Yaxing Chemical's subsidiary intends to transfer 7.14% equity for 60 million yuan to another fund under the same control, indicating strategic investment movements within the same management group [2] - Weigao Bio's application for clinical trials of subcutaneous human immunoglobulin has been accepted by the National Medical Products Administration, targeting primary immunodeficiency diseases [3] Group 2 - Sentai Co., Ltd.'s controlling shareholder plans to increase shareholding by at least 100 million yuan within 12 months, aiming to enhance confidence in the company's future [4] - Health元's subsidiary has received acceptance for the marketing authorization application of Lecanemab injection, which is intended for moderate to severe plaque psoriasis patients [5][11] - Sunshine Nuohuo has signed a technical development contract for the STC008 injection project, with a total payment of 500 million yuan, indicating significant investment in cancer treatment [6] Group 3 - Hunan YN has been designated as a delivery warehouse for lithium carbonate by the Guangzhou Futures Exchange, enhancing its position in the lithium market [7] - Tianji Co., Ltd. is pushing for the industrialization of lithium sulfide material preparation, although it faces risks in commercialization [8] - Yuandong Bio has received FDA approval for Methylene Blue injection, expanding its product portfolio in the U.S. market [10] Group 4 - Nanshan Aluminum has established a wholly-owned subsidiary in Hainan with an investment of 5 million yuan, focusing on high-end aluminum products [13] - ST Xifa plans to acquire 50% equity in Lhasa Beer, aiming for full ownership, with the transaction currently in the planning stage [14] - Hengrui Medicine's SHR-A1904 injection has been included in the list of breakthrough therapy products, indicating its potential in treating advanced gastric cancer [12] Group 5 - Chengdu Gas is planning to merge three subsidiaries, streamlining operations and enhancing efficiency [26] - Baoli Electric intends to invest 50 million yuan to establish a wholly-owned subsidiary focused on key equipment and solutions in energy storage [27] - Huadian International has successfully put the second unit of its Longkou Phase IV project into commercial operation, marking a significant milestone in its energy production capacity [34]