Group 1: Company Performance - Sinopec reported a revenue of 1.4 trillion yuan and a net profit of 23.75 billion yuan for the first half of 2025, with a cash dividend of 0.088 yuan per share, representing a payout ratio of 49.7% [1] - GoerTek achieved a net profit of 1.42 billion yuan, marking a year-on-year increase of 15.65%, despite a revenue decline of 7.02% to 37.55 billion yuan [2] - Gree Electric announced a cash dividend of 20 yuan per 10 shares, totaling 11.17 billion yuan, based on a share base of 5.585 billion shares [3] - Jishi Media reported a revenue of 999.7 million yuan, with a net loss of 232 million yuan for the first half of 2025 [4] - Changchun High-tech's subsidiary received approval for a clinical trial of a dual-specific antibody drug, GenSci143, targeting B7-H3 and PSMA [5] - Greenme announced a strategic partnership with Weilan Lithium to develop high-energy battery materials and solid-state battery technologies [6] Group 2: Share Buybacks and Reductions - Sinopec plans to repurchase shares worth between 5 billion and 10 billion yuan through the Shanghai Stock Exchange [26] - Jiangxi Copper intends to reduce its stake in Zhongyin Securities by up to 3%, equating to 83.34 million shares [7] - Hengbang Mining plans to reduce its stake in the Hong Kong-listed company, WanGuo Gold, by up to 3.69% of its total share capital [10] Group 3: New Product Developments - Renhe Pharmaceutical's subsidiary is developing a brain-machine interaction smart glasses product, which is currently in the testing phase and has not yet generated sales revenue [11] - TianTan Bio received a commitment from its controlling shareholders to resolve new competition issues arising from a recent acquisition [12] - XianDao Intelligent has successfully developed a mass production solution for solid-state batteries and received repeat orders for related products [13] - Zejing Pharmaceutical received approval for clinical trials of ZG005 and ZGGS18 in combination with a cancer treatment drug [14] - Wantai Bio received a production approval for its nine-valent HPV vaccine, marking a new revenue stream [15]

Suspension - Feilu Co., Ltd. is planning a change in company control, leading to the suspension of its stock [1] Capital Increase and Mergers - Yunnan Copper Industry has submitted an application to acquire 40% of Liangshan Mining, which has been accepted by the Shenzhen Stock Exchange [2] - Zhenghe Industrial plans to raise no more than 818 million yuan through a private placement for agricultural machinery component expansion, garden tool chain saw system project, micro chain system software and hardware integration R&D, and to supplement working capital [2] - iFlytek intends to raise no more than 4 billion yuan through a private placement for the Spark Education large model and typical products, and to supplement working capital; a shareholder, Yanzhi Technology, plans to subscribe for no less than 250 million yuan and no more than 350 million yuan [2] External Investment and Daily Operations - Wantai Biological Pharmacy's nine-valent human papillomavirus vaccine has received its first batch release certificate [3] - Hanyu Pharmaceutical's acetic acid atoziban injection has obtained marketing approval in Vietnam [4] - Zai Jian Pharmaceutical has received clinical trial approval for injectable ZG005, injectable ZGGS18, and the combination with hydrochloride gikaixin tablets [5] - Changchun High-tech's subsidiary has had its clinical trial application for injectable GenSci143 accepted [6] - Jinbo Co., Ltd. has received a notification from a leading OEM, selecting the company as a designated supplier for developing and supplying carbon-ceramic brake disc products [6] - Greeenmei has signed a strategic cooperation agreement with Weilan Lithium Core to create a high-energy battery materials and solid-state battery innovation consortium [7] - Anyuan Coal Industry plans to change its stock name to "Jiang Tung Equipment" [8] Performance Changes - Qianfang Technology reported a net profit of 170 million yuan in the first half of the year, a year-on-year increase of 1287.12% [9] - Sainuo Medical's net profit in the first half of the year increased by 296.54% year-on-year [10] - Jin Qilin reported a net profit of 108 million yuan in the first half of the year, a year-on-year increase of 226.14% [11] - Qianzhao Optoelectronics reported a net profit of 69.23 million yuan in the first half of the year, a year-on-year increase of 88.04% [12] - Miaokelando reported a net profit of 133 million yuan in the first half of the year, a year-on-year increase of 86.27% [12] - Hudian Co., Ltd. reported a net profit of 1.683 billion yuan in the first half of the year, a year-on-year increase of 48% [12] - GoerTek reported a net profit of 1.417 billion yuan in the first half of the year, a year-on-year increase of 15.65% [12] - Yunnan Ge Industry reported a net profit of 22.15 million yuan in the first half of the year, returning to profitability [12]

长春高新（000661）8月21日晚公告，公司子公司长春金赛药业有限责任公司(简称"金赛药业")收到国 家药品监督管理局核准签发的《受理通知书》，金赛药业注射用GenSci143注册临床试验申请获得受 理。 据介绍，GenSci143是由金赛药业自主研发的一款靶向B7-H3与PSMA的双特异性抗体偶联药物 (BsADC)，具有靶向化疗和肿瘤免疫双重潜在治疗作用。GenSci143通过结合B7-H3或PSMA，内化至溶 酶体，释放TOPO-I抑制剂毒素，实现对B7-H3阳性、PSMA阳性及双阳性肿瘤细胞的杀伤。B7-H3和 PSMA双靶点协同作用，能够克服肿瘤异质性和由单个靶点表达降低导致的耐药，从而覆盖更多患者并 产生更持久的抗肿瘤药效。GenSci143采用自主研发的接头技术，具有毒素活性强和连接子血浆稳定性 高等特性，在产生更强肿瘤杀伤作用的同时，还具备更优的潜在安全性。 GenSci143凭借其创新的双靶点设计、稳定的连接子技术、高效的细胞杀伤机制和广泛的抗肿瘤谱，或 可为多种B7-H3和/或PSMA表达的实体瘤提供新的治疗方向。 长春高新8月11日晚公告，公司控股子公司金赛药业近日收到国家药品监督管理 ...

Core Viewpoint - Changchun High-tech (000661.SZ) announced that its subsidiary, Jinsai Pharmaceutical, has received acceptance for the clinical trial application of GenSci143 by the National Medical Products Administration, indicating progress in the development of a new targeted therapy for certain tumors [2] Company Summary - Jinsai Pharmaceutical, a subsidiary of Changchun High-tech, is developing GenSci143, a bispecific antibody-drug conjugate targeting B7-H3 and PSMA, which may offer dual therapeutic potential in targeted chemotherapy and tumor immunotherapy [2] - The drug is expected to provide new treatment options for various solid tumors expressing B7-H3 and/or PSMA [2]

Core Viewpoint - Changchun Gaoxin's subsidiary, Changchun Jinsai Pharmaceutical Co., Ltd., has received the acceptance notice from the National Medical Products Administration for the clinical trial application of GenSci143, a dual-specific antibody-drug conjugate targeting B7-H3 and PSMA, indicating potential dual therapeutic effects in chemotherapy and tumor immunotherapy [1] Company Summary - Changchun Gaoxin's subsidiary, Changchun Jinsai Pharmaceutical, is advancing its drug development with the acceptance of the clinical trial application for GenSci143 [1] - GenSci143 is a self-developed drug by Changchun Jinsai Pharmaceutical, showcasing the company's commitment to innovative cancer therapies [1] Industry Summary - The acceptance of GenSci143's clinical trial application highlights the growing focus on dual-targeting therapies in the oncology sector, particularly those that combine chemotherapy and immunotherapy [1]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 近日，长春高新技术产业（集团）股份有限公司（以下简称"公司"）子公 司——长春金赛药业有限责任公司（以下简称"金赛药业"）收到国家药品监督 管理局核准签发的《受理通知书》，金赛药业注射用 GenSci143 注册临床试验申 请获得受理，现将相关情况公告如下： 一、药品的基本情况 产品名称：注射用 GenSci143 申请事项：境内生产药品注册临床试验 受理号：CXSL2500728 证券代码：000661 证券简称：长春高新 公告编号：2025-072 长春高新技术产业（集团）股份有限公司 关于子公司注射用 GenSci143 注册临床试验申请 获得受理的公告 1 肾、十二指肠等）中表达水平很低，但在前列腺癌组织中的表达比正常组织高 100-1000 倍，被认为是前列腺癌的理想的诊断和治疗靶点。此外，PSMA 在其他 实体肿瘤血管内皮细胞中也有表达，例如肺癌、胃癌、胰腺癌、乳腺癌、结直肠 癌等。 GenSci143 是由长春金赛药业自主研发的一款靶向 B7-H3 与 PSMA 的双特异 性抗体偶联药物（BsADC ...

Core Viewpoint - Changchun High-tech announced that its subsidiary, Changchun Jinsai Pharmaceutical Co., Ltd., has received the acceptance notice from the National Medical Products Administration for the clinical trial application of GenSci143, a bispecific antibody-drug conjugate targeting B7-H3 and PSMA [1] Group 1 - GenSci143 is designed to have dual therapeutic potential through targeted chemotherapy and tumor immunotherapy [1] - The drug works by binding to B7-H3 or PSMA, internalizing into lysosomes, and releasing TOPO-I inhibitor toxins to kill B7-H3 positive, PSMA positive, and double positive tumor cells [1] - GenSci143 utilizes independently developed linker technology, which features strong toxin activity and high plasma stability of the linker, aiming for enhanced tumor-killing effects and improved potential safety [1]

Group 1 - In the first half of 2025, Changchun High-tech Zone plans to implement 108 projects with a total investment of 640.3 billion yuan, including 58 new projects with an investment of 87.8 billion yuan and 50 ongoing projects with an investment of 552.5 billion yuan, indicating a strong momentum in major project construction [1] - The zone has conducted over 50 investment promotion activities this year, attracting 234 projects with a planned total investment of 415.66 billion yuan, which injects strong momentum into regional development [1] Group 2 - Changchun High-tech Zone has developed a three-year action plan for industrial park "full park efficiency," focusing on "two strengths and three enhancements," achieving good results through in-depth research and service [2] - The establishment of innovation platforms is accelerating, with the Changbai Mountain Laboratory completed and entering the acceptance stage, aiming to focus on key technologies in automotive materials, new chemical materials, optoelectronic information materials, and biomedicine [2] - The Future Science International Cooperation Joint Laboratory at Jilin University is also progressing well, expected to be operational in the first half of 2026 [2] Group 3 - The official operation of the Jino Bell Science and Technology Innovation Park has become an important carrier for the industrialization of scientific and technological achievements, successfully introducing 16 advanced technologies and establishing technical cooperation with several enterprises [3] - The solid advancement of intellectual property work provides a strong guarantee for innovation development, with multiple patents awarded for the "automatic wheel intelligent chassis" technology designed by Jilin University [3] - In the first half of this year, Changchun High-tech Zone authorized 2,360 patents, including 1,469 invention patents, indicating a simultaneous increase in the quantity and quality of innovative achievements [3]

Investment Rating - The industry investment rating is "Overweight (Maintain)" [2] Core Viewpoints - The innovative pharmaceutical and medical device market continues to thrive, with an increase in the prosperity of segmented tracks. The Shanghai Composite Index rose by 2.37%, while the pharmaceutical and biological sector increased by 3.08%, ranking 10th among 31 primary sub-industries. The pharmaceutical sector has shown strong recovery and continuity, aligning with previous predictions that declines would be short-lived and shallow [4][8][5]. - The market remains focused on innovative pharmaceuticals and medical devices, with significant events catalyzing the sector. Key highlights include a price increase of up to 170% for Eli Lilly's weight loss drug Mounjaro in the UK and the announcement of pivotal clinical trial results for a dual-target antibody by CanSino Biologics [4][8][5]. - Recommendations for investment focus on specific segments such as GLP-1 drugs, second-generation IO companies, and innovative medical devices, with notable companies identified for potential growth [4][8][5]. Summary by Sections Industry Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical and biological industry [2]. Market Dynamics - The pharmaceutical sector has shown a year-to-date return of 25.02%, outperforming the Shanghai Composite Index by 18.22 percentage points. The sector's valuation is currently at 27.0 times PE, with a premium of 32.9% compared to the overall A-share market [5][16][8]. Key Company Performance - Notable companies recommended for investment include WuXi Biologics, 3SBio, Changchun High-tech, and others, with their respective stock performances highlighted [2][26][25]. Sector Trends - The report emphasizes the ongoing trend of innovation in pharmaceuticals and medical devices, with specific attention to the GLP-1 drug market and second-generation IO companies, suggesting a rotation of investment opportunities within these segments [4][8][5].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000661 证券简称：长春高新 公告编号：2025-071 2025年8月15日 长春高新技术产业（集团）股份有限公司（以下简称"公司"）董事会于近日收到公司董事祝先潮（英文 名Jeff Xianchao Zhu）先生的书面辞职报告，基于个人工作原因，祝先潮先生申请辞去公司第十一届董 事会董事职务（原定任期自2024年6月24日至2027年6月23日），辞职后将不再在公司及控股子公司担任 任何职务。 截至本公告披露日，祝先潮先生不存在应当履行而未履行的承诺事项，其持有公司股份数量为3,200 股，所持公司股份将严格按照《公司法》《证券法》《上市公司董事和高级管理人员所持本公司股份及 其变动管理规则》等相关法律法规的规定执行。根据《公司法》和《公司章程》的有关规定，其辞职申 请自送达董事会之日起生效。公司将按照有关规定尽快完成董事的补选工作。 祝先潮先生在担任公司董事职务期间，勤勉尽责、恪尽职守，公司及董事会对其为公司发展做出的贡献 表示衷心的感谢！ 特此公告 长春高新技术产业（集团）股份有限公司 董事会 长春高新技术产业（集团）股份 有限公司关于董 ...