Group 1 - The core point of the news is that Shiyao Group has signed an exclusive licensing agreement with Cipla USA, Inc. for the commercialization of Irinotecan liposome injection in the U.S., indicating significant commercial potential in the U.S. market [1] - The agreement includes an upfront payment of $15 million, potential milestone payments of up to $25 million for initial commercial sales and regulatory milestones, and up to $1.025 billion in additional commercial sales milestone payments, along with double-digit sales royalties based on annual net sales in the region [1] - This partnership represents a major breakthrough in the company's international strategy, enhancing its global market influence and investor confidence in future profitability [1] Group 2 - The first enzyme replacement therapy for Gaucher disease in China, β-CAN103, has been approved for long-term treatment in adolescents and adults aged 12 and above, filling a gap in the rare disease treatment field [2] - The therapy specifically supplements the enzyme glucocerebrosidase that is deficient in Gaucher disease patients, showcasing the company's research capabilities in rare diseases [2] - The market entry of β-CAN103 is expected to provide a new growth point for the company and enhance its competitiveness and market value in the biopharmaceutical sector [2] Group 3 - Xuanzhu Bio's CDK4/6 inhibitor, Pyrotinib tablets, have received approval for two indications, targeting HR+/HER2- advanced or metastatic breast cancer patients who have progressed after prior endocrine therapy and chemotherapy [3] - This approval marks a significant breakthrough in the company's oncology treatment portfolio, indicating substantial market potential [3] - The new drug approval is anticipated to enhance the company's competitiveness in innovative drugs and provide new performance growth points, boosting investor confidence in its research capabilities and future development [3] Group 4 - WuXi AppTec has entered into a licensing agreement with its major shareholder, Juno, granting non-exclusive rights to develop and commercialize cell therapy products using the JW sLVV production process and related technologies [4] - The total consideration for this agreement is capped at $10 million, which includes non-refundable upfront payments and additional payments [4] - This move not only generates revenue for the company but also strengthens its collaboration with a key shareholder, enhancing investor confidence in its future development [4] Group 5 - Hainan Haiyao has signed a strategic cooperation framework agreement with Malaysia's Aikang International Group, becoming the exclusive agent for Aikang's health products in China [6] - The company will be responsible for promoting, selling, and providing after-sales service for Aikang's high-quality health products in the Chinese market [6] - This partnership is a significant step in expanding the company's business footprint in the health sector, potentially increasing market share and profitability while enhancing investor confidence in its growth potential [6]

Core Viewpoint - Hainan Haiyao has signed a strategic cooperation framework agreement with Aikang International Group to enhance collaboration in the health sector and promote the construction of Hainan Free Trade Port, aiming to expand market presence in both China and Malaysia [1][2]. Group 1: Strategic Cooperation - Hainan Haiyao will act as the exclusive agent for Aikang Group's health products in mainland China, responsible for promotion, sales, and after-sales service [1]. - Aikang Group will serve as the exclusive agent for Hainan Haiyao's traditional Chinese medicine products in Malaysia, facilitating their entry into the Malaysian market [1][2]. - Both parties will conduct market research and develop promotional strategies tailored to Malaysian consumer needs, enhancing brand recognition in Southeast Asia [1][2]. Group 2: Operational Framework - Annual cooperation summits will be held alternately in Hainan Free Trade Port and Malaysia to assess progress and plan future actions [2]. - A joint working group will be established to oversee the implementation of the cooperation, ensuring effective communication and problem resolution [2]. - The agreement lays a foundation for future formal cooperation, leveraging shared resources and expertise to enhance product offerings in the health sector [2]. Group 3: Company Background - Hainan Haiyao, established in 1965 and listed in 1994, is a leading pharmaceutical enterprise in Hainan Province, with a diverse product range including intermediates, active pharmaceutical ingredients, innovative chemical drugs, modern Chinese medicine, biological drugs, and high-end medical devices [3].

资金面上看，两市主力资金全天净流出538.30亿元，今日有5个行业主力资金净流入，医药生物行业主 力资金净流入规模居首，该行业今日下跌0.12%，全天净流入资金7.35亿元，其次是美容护理行业，日 涨幅为3.68%，净流入资金为3.86亿元。 医药生物行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002551 | 尚荣医疗 | -3.87 | 38.08 | -10593.02 | | 300015 | 爱尔眼科 | -1.91 | 0.57 | -7773.29 | | 603108 | 润达医疗 | -4.62 | 2.96 | -7658.97 | | 603883 | 老百姓 | -3.34 | 3.04 | -5645.74 | | 300760 | 迈瑞医疗 | -1.43 | 0.36 | -4751.79 | | 000623 | 吉林敖东 | -1.66 | 1.05 | -4283.38 | | 688166 | 博瑞医药 | -1.37 | 1.30 | - ...

证券代码：000566 证券简称：海南海药 公告编号：2025-039 海南海药股份有限公司 本协议仅为意向性协议，对公司 2025 年度经营业绩不会构成重大影响。 为积极响应国家"一带一路"倡议，深化区域经济合作，推动海南自由贸易 港建设，深化在医药健康领域的合作，海南海药股份有限公司（以下简称"海南 海药"）与马来西亚爱康国际集团（以下简称"爱康集团"）本着"优势互补、资 源共享、互利共赢"的原则，经友好协商，决定建立战略合作关系并于近日签订 战略合作框架协议。具体情况如下： 一、本协议签订的基本情况 （一）交易对方的基本情况 公司名称：ELKEN GLOBAL SDN.BHD.马来西亚爱康国际有限公司 董事长： TAN AH KOON（陈天军） 成立日期：2014 年 11 月 27 日 关于签订战略合作框架协议的公告 本公司董事会及全体董事保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 特别提示： 本协议属于双方基于合作意愿而达成的战略性、框架性约定，后续合作内 容包括具体合作方式及权利义务等尚需双方进一步协商确定，存在不确定性， 敬请投资者注意投资风险。 ELKEN GLO ...

Group 1 - The core point of the article is the strategic cooperation framework agreement signed between Hainan Haiyao and Malaysia's Aikang International Group, which includes exclusive agency cooperation for health products in mainland China [1] - Hainan Haiyao will act as the exclusive agent for Aikang Group's health products in mainland China, indicating a significant market expansion opportunity for the company [1] - The agreement also focuses on market development, aiming to promote Hainan Haiyao's traditional Chinese medicine products into the Malaysian market, which could enhance the company's international presence [1] Group 2 - The partnership includes brand co-building and market promotion efforts to enhance the brand influence of both companies' products, suggesting a collaborative approach to marketing [1] - A cooperation mechanism will be established, including meeting protocols and joint working groups, which indicates a structured approach to the partnership [1] - The agreement is effective for five years from the date of signing, providing a long-term framework for collaboration between the two companies [1]

投资者关系活动类 别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 √其他（电话会议） 活动参与人员 华夏基金管理有限公司 长盛基金管理有限公司 景顺长城基金管理有限公司 上市公司接待人员 姓名 董事会秘书、副总经理 石磊 证券事务代表 王小素 资深证券事务经理 曾文燕 时间 2025 年 5 月 14 日 地点 电话线上交流 交流内容及具体问 答记录 1、公司与中国药科大学联合实验室开展情况？ 回复：联合实验室主要从事创新药物与仿制药的研 发工作。其目标是对标国内外的先进水平，不断提高新 药研发的科学性、可靠性和权威性。公司与中国药科大 学开展临床候选化合物的发现研究、仿制药合成工艺方 面研究及体外生物活性评价平台建设等项目，目前还处 于比较早期的药物筛选与优化阶段。 2、派恩加滨目前的临床试验情况？入组病例情 况？目前同类型创新药研发情况？ 回复：公司正在开展派恩加滨Ⅱa 期临床研究，已 完成低剂量队列入组，正在进行中剂量队列入组，相关 临床入组正在进行，数据尚未揭盲。靶向 KCNQ 通道抗癫 痫创新药全球进展最快的为加拿大 Xenon 公司的 XEN110 ...

Group 1: Financial Performance and Strategy - The company aims to achieve profitability by enhancing R&D efforts and accelerating the launch of new products, with a focus on collaboration with universities and research institutions [1][2] - The company plans to optimize its international business management and deepen market penetration in Southeast Asia, Africa, and Latin America, enhancing its international operational capabilities [2][7] - The company is committed to reducing operational costs through strict budget management and cost-cutting measures [2][7] Group 2: Product Development and Clinical Trials - The company is advancing the clinical trials of its drugs, with the fluorofenone capsule expected to enter Phase III trials in the second half of 2025, having met its primary research endpoints in Phase II [4] - The company is conducting Phase IIa clinical research for the pain relief drug, with ongoing patient recruitment for different dosage cohorts [4][6] - The company is focusing on building a comprehensive product pipeline in the neuropsychiatric field and enhancing its traditional Chinese medicine offerings [3] Group 3: Market Challenges and Responses - The company has experienced a significant decline in sales revenue due to a slowing pharmaceutical market and economic conditions [6][7] - The company is actively participating in national procurement initiatives to maximize market potential and is focusing on key products and markets to drive growth [6][7] - The company acknowledges the challenges posed by strict regulatory requirements in drug approval processes, particularly for new epilepsy medications [5][6]

Group 1 - Longjiang Transportation plans to reduce its shareholding by no more than 3% of the company's total shares, amounting to 39.4764 million shares, from June 4, 2025, to September 3, 2025 [1] - Shuangyi Technology intends to acquire 100% equity of Marky Industries Pty Ltd and specific assets for approximately AUD 18 million [1] - Haikong Air Conditioning's controlling shareholder has received a bank loan commitment of up to CNY 32 million for share repurchase [2] Group 2 - Zhaowei Electromechanical's shareholder plans to reduce its stake by no more than 1.50%, equating to 3.6031 million shares, from June 5, 2025, to September 4, 2025 [2] - Zhongwen Online's directors and senior management plan to collectively reduce their holdings by no more than 877,100 shares, representing 0.1203% of the total shares [2] - Liding Optoelectronics' shareholders plan to reduce their holdings by no more than 3%, totaling 12.2113 million shares, from June 5, 2025, to September 4, 2025 [4] Group 3 - Luvi Optoelectronics' shareholder plans to reduce its stake by no more than 1%, amounting to 1.9333 million shares, from June 4, 2025, to September 4, 2025 [5] - Jiejia Weichuang's controlling shareholder and concerted parties plan to reduce their holdings by no more than 0.72%, totaling 250,000 shares [7] - Yancoal Energy will no longer acquire control of Highfield Resources due to a new investment from Qinghai Salt Lake Industry Co., Ltd. [9] Group 4 - Yongdong Co., Ltd. plans to reduce its shareholding by no more than 1.26%, equating to 473,380 shares, from June 5, 2025, to September 4, 2025 [11] - Sanqi Interactive Entertainment plans to distribute a cash dividend of CNY 2.10 per 10 shares [12] - Salt Lake Co., Ltd. intends to acquire Highfield Resources for approximately USD 300 million to become its largest shareholder [13] Group 5 - Hainan Haiyao's shareholder plans to reduce its stake by no more than 3%, totaling 38.921 million shares, within 90 days after the announcement [14] - Lifang Pharmaceutical plans to transfer 2.2184% equity of Nanjing Mainowei Pharmaceutical Technology Co., Ltd. for CNY 22.1837 million [16] - Zhiyou Technology's shareholders plan to reduce their holdings by no more than 2.99%, totaling 11.9986 million shares, from June 4, 2025, to September 3, 2025 [18] Group 6 - Puli Tui has applied for a review of the Shenzhen Stock Exchange's decision to terminate its listing [19] - Saimo Intelligent's shareholder plans to reduce its stake by no more than 3%, equating to 16.0659 million shares, from June 4, 2025, to September 3, 2025 [20] - Entropy Technology is planning to acquire 55% equity of Longzhiyuan to gain control [21] Group 7 - Nanjing Chemical Fiber plans to acquire 100% of Nanjing Process Equipment Manufacturing Co., Ltd. through asset swaps and cash payments [22] - Beijing Lier intends to invest CNY 200 million in Shanghai Zhenliang Intelligent Technology Co., Ltd. [23]

Economic Information - In April, the housing rental industry entered a low season, with the average residential rent in 50 cities decreasing by 0.32% month-on-month to 35.2 yuan per square meter per month, and a year-on-year decline of 3.40% [2] - The global N-type SiC substrate industry is expected to see a revenue decrease of 9% in 2024, amounting to $1.04 billion, due to weakened automotive and industrial demand, increased market competition, and significant price drops [2] Company Alerts - Spring光科技 has announced that its stock is subject to irrational market speculation risk [3] - 博云新材's shareholder 高创投 plans to reduce its stake by no more than 3% [3] - Other companies such as 龙江交通, 海南海药, and 赛摩智能 also have shareholders planning to reduce their stakes by up to 3% [3][5] Overseas Market Alerts - COMEX gold futures fell by 2.76% to $3,240.1 per ounce, while silver futures decreased by 0.42% to $32.775 per ounce [2] - Citigroup forecasts that gold will consolidate in the range of $3,000 to $3,300 per ounce in the coming months, adjusting its 0-3 month target price to $3,150 per ounce [2] - Russia's oil production is expected to recover to 10.8 million barrels per day due to global demand growth and changes in domestic investment and taxation [3]

公司持股 5%以上股东云南国际信托有限公司－聚利 36 号单一资金信托保证 向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 证券代码：000566 证券简称：海南海药 公告编号：2025-038 海南海药股份有限公司 关于持股 5%以上股东减持股份的预披露公告 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有海南海药股份有限公司（简称"本公司"）股份 107,216,412 股（占本 公司总股本比例 8.26%）的股东云南国际信托有限公司－聚利 36 号单一资金信 托（简称"云南国际信托"）计划在本公告披露之日起 15 个交易日后的连续 90 个自然日内以集中竞价和大宗交易方式合计减持本公司股份不超过 38,920,953 股，占本公司总股本的 3%；其中，通过集中竞价交易减持不超过 12,973,651 股 （占本公司总股本比例 1%）；通过大宗交易方式减持不超过 25,947,302 股（占 本公司总股本比例 2%）。 一、减持主体的基本情况 二、本次减持计划的主要内容 （一）云南国际信托拟减持的具体安排 股、资本公积金转增股本等股份变动 ...