中泰证券股份有限公司 关于山东联科科技股份有限公司 2025 年度持续督导培训工作报告 中泰证券股份有限公司（以下简称"保荐机构"或"中泰证券"）作为山东 联科科技股份有限公司（以下简称"联科科技"或"公司"）2025 年度以简易程 序向特定对象发行股票并在深圳证券交易所主板上市保荐机构，根据《证券法》 《上市公司信息披露管理办法》《上市公司募集资金监管规则》《深圳证券交易所 股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公 司规范运作》等法规和规则的相关规定，结合公司实际情况，认真履行保荐机构 职责，对董事、高级管理人员、证券事务代表及控股股东和实际控制人等相关人 员进行有计划的后续培训，所培训的内容严格按照中国证券监督管理委员会及深 圳证券交易所有关持续督导的最新要求进行。 一、培训基本情况 2025 年 12 月 22 日，中泰证券培训小组通过现场授课和发送电子课件要求 持续自主学习的方式对公司控股股东、实际控制人、董事、高级管理人员、中层 以上管理人员及证券事务部相关人员进行了培训。 二、培训内容简介 本次培训根据《公司法》《证券法》《深圳证券交易所上市公司自律监管指引 第 ...

Core Insights - The 2025 Shandong Wealth Creation List highlights the strong performance of the tire industry, with a total wealth creation amounting to 2.5 trillion yuan, showcasing the industry's significant contribution to the local economy [6][13]. Group 1: Leading Companies and Wealth Rankings - Huachin Rubber, led by the Niu Zhishun family, ranks first in the tire industry with a wealth value of 55.128 billion yuan, placing it in the top ten of the overall list [6][8]. - Linglong Tire and Haomai Group form a strong second tier, with the Wang Xicheng family of Linglong Tire at 33.596 billion yuan (ranked 18th) and Zhang Gongyun of Haomai Group at 33.581 billion yuan (ranked 19th), indicating their close financial standings [3][10]. - Other notable entrants in the top 100 include Shang Jiyong of Wanda Holdings, Liu Shengjun and Liu Xia of Haomai Group, Yuan Zhongxue of Sailun and Soft Control, and Qin Long of Senqilin, further solidifying the wealth landscape of Shandong's tire industry [3][10]. Group 2: Industry Strength and Transformation - The tire industry is recognized as a pillar industry in Shandong, demonstrating its robust capabilities and the successful transition from traditional manufacturing to high-end, intelligent production [4][11]. - Continuous focus on core business operations has led to synchronized growth in personal wealth and corporate value among Shandong tire entrepreneurs, contributing to the region's reputation as a stronghold in the tire sector [6][13].

Core Viewpoint - The rubber sector experienced a decline of 0.52% on December 31, with Kexin New Source leading the drop. The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1]. Group 1: Market Performance - The rubber sector's individual stock performance showed varied results, with Kexin New Source closing at 56.22, down 3.62%, and a total trading volume of 11.20 million shares, amounting to 636 million yuan [2]. - Other notable stocks included KQ Co., which rose by 1.51% to 14.09, and Tian Tie Technology, which increased by 1.16% to 6.13 [1]. Group 2: Capital Flow - The rubber sector saw a net outflow of 148 million yuan from institutional investors, while retail investors contributed a net inflow of 186 million yuan [2]. - The capital flow data indicated that major stocks like Lian Technology had a net inflow of 14.06 million yuan from institutional investors, while it faced outflows from retail and speculative investors [3].

Group 1 - The rubber sector increased by 0.48% on December 30, with Tian Tie Technology leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index closed at 13604.07, up by 0.49% [1] - Key stocks in the rubber sector included Tian Tie Technology, which rose by 4.66% to a closing price of 6.06, and Sanwei Co., which increased by 3.16% to 10.76 [1] Group 2 - The rubber sector experienced a net outflow of 48.15 million yuan from main funds, while retail investors saw a net inflow of 58.19 million yuan [2] - The trading volume for Tian Tie Technology was 616,300 shares, with a transaction value of 368 million yuan [1] - The stock performance of other companies in the sector varied, with some experiencing declines, such as KQ Co., which fell by 4.93% [2] Group 3 - Main fund inflows and outflows for specific stocks showed that Tian Tie Technology had a net outflow of 30.15 million yuan, while Yongdong Co. had a net inflow of 5.12 million yuan [3] - The overall sentiment in the rubber sector indicated mixed trading activity, with some stocks attracting retail interest despite main fund outflows [2][3] - The data reflects a cautious approach from institutional investors, while retail investors seem to be more active in the market [2][3]

Group 1 - The core point of the article highlights that LianKe Technology executed a block trade of 713,100 shares on December 29, with a transaction value of 17.31 million yuan, accounting for 16.33% of the total trading volume for that day [1][2] - The transaction price was 24.27 yuan, which represents a discount of 2.02% compared to the market closing price of 24.77 yuan [1][2] - The buyer of the block trade was an institutional investor, while the seller was identified as CITIC Securities (Shandong) Co., Ltd. Weifang Branch [2]

Group 1 - The core transaction involved 475,400 shares of LianKe Technology, with a total transaction value of 10.72 million yuan, accounting for 11.15% of the total trading volume on that day [1] - The transaction price was 22.55 yuan per share, which represents an 8.67% discount compared to the market closing price of 24.69 yuan [1] - The buyer was CITIC Securities (Shandong) and the seller was also CITIC Securities (Shandong) Limited Liability Company Weifang Branch [2]

1、首次公开发行股票募集资金情况 根据中国证券监督管理委员会（以下简称"中国证监会"）《关于核准山东 联科科技股份有限公司首次公开发行股票的批复》（证监许可[2021]1813号）， 山东联科科技股份有限公司获准向社会公开发行人民币普通股（A股）股票 45,500,000.00股，每股发行价格14.27元，募集资金总额为649,285,000.00元， 减除发行费用52,972,160.39元后，募集资金净额596,312,839.61元。上述资金 于2021年6月16日全部到位，已经会计师事务所验证并出具永证验字（2021）第 210018号《验资报告》予以确认。 2、2023 年度以简易程序向特定对象发行股票募集资金情况 根据中国证券监督管理委员会（以下简称"中国证监会"）《关于同意山东 联科科技股份有限公司向特定对象发行股票注册的批复》（证监许可[2023]1285 号），山东联科科技股份有限公司获准以简易程序向特定对象发行人民币普通股 18,561,464 股 ， 每 股 发 行 价 格 为 人 民 币 14.48 元 ， 共 计 募 集 人 民 币 268,769,998.72 元，扣除不含税发行费 ...

Core Insights - The article discusses significant developments in the pharmaceutical and healthcare industry, including leadership changes, regulatory approvals, and strategic collaborations aimed at enhancing treatment options for patients with complex conditions like brain metastases [14][4][12]. Policy Developments - The National Medical Products Administration (NMPA) is focusing on balancing safety and development, emphasizing the importance of legal administration and scientific regulation to protect the legitimate rights of enterprises and promote high-quality industry development [2]. Drug Approvals - Yuandong Biotech received a drug registration certificate for Brivaracetam tablets, marking it as the first generic drug approved under the new registration classification in China. The expected sales for the original drug are approximately 160,000 yuan in the first half of 2025 [4]. - Jiutian Pharmaceutical has received approval for clinical trials of JMHT06 for treating acute gouty arthritis [5]. Capital Market Activities - L'Oréal plans to increase its stake in Galderma by acquiring an additional 10% of shares, which will raise its total ownership to 20% by early 2026. This move includes the nomination of two non-independent directors from L'Oréal to Galderma's board [7]. Industry Collaborations - Baiyang Pharmaceutical is collaborating with multiple medical institutions to enhance treatment for brain metastases, including launching real-world studies with ZAP-X technology and establishing a precision radiotherapy center [12][9].

Core Insights - The IIT study aims to explore the clinical efficacy and safety of the ZAP-X radiosurgery robot for brain metastases patients, marking a significant advancement in precision radiotherapy for brain tumors [1][3][4] Group 1: Industry Context - Over 1.5 million new cases of brain metastases are reported annually in China, making it the most prevalent type of brain tumor [3] - Brain metastases are secondary tumors formed when cancer cells spread from primary sites (such as lungs or breasts) to the brain, indicating advanced cancer stages with poor prognosis [3] Group 2: Research Details - The IIT study is guided by the Chinese Intracranial Metastasis Collaboration Group and is designed by clinical researchers rather than pharmaceutical or medical device companies [3][4] - The ZAP-X device, developed by Professor John Adler, features a unique dual-rotating spherical structure that generates thousands of non-coplanar beams, allowing for precise targeting of tumor areas while protecting surrounding healthy brain tissue [3][4] Group 3: Clinical Goals - The study is expected to be the largest prospective research on ZAP-X treatment for brain metastases, aiming to establish consensus on precision radiotherapy and improve the median survival time of 200,000 to 500,000 brain metastases patients by 1 to 2 months [4] - The collaboration between Xuanwu Hospital and Baiyang Medical represents a significant step in integrating ZAP-X into China's clinical research framework, enhancing the availability of precision radiotherapy centers for a broader patient base [4]

Market Overview - The rubber sector increased by 1.43% on December 8, with Kexin New Source leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Top Performers in Rubber Sector - Kexin New Source (300731) closed at 47.92, up 7.54% with a trading volume of 159,100 shares and a transaction value of 753 million [1] - Litong Technology (920225) closed at 33.78, up 3.68% with a trading volume of 39,800 shares and a transaction value of 132 million [1] - Kolong New Materials (920098) closed at 28.10, up 3.38% with a trading volume of 19,900 shares and a transaction value of 56.5 million [1] - Tongcheng New Materials (603650) closed at 44.09, up 3.16% with a trading volume of 253,500 shares and a transaction value of 1.109 billion [1] Underperformers in Rubber Sector - KQ Co., Ltd. (920665) closed at 14.13, down 2.55% with a trading volume of 77,200 shares and a transaction value of 111 million [2] - Sanlisi (002224) closed at 4.63, down 0.86% with a trading volume of 169,800 shares and a transaction value of 78.91 million [2] - Sanwei Co., Ltd. (603033) closed at 10.79, down 0.55% with a trading volume of 50,500 shares and a transaction value of 54.68 million [2] Capital Flow Analysis - The rubber sector saw a net inflow of 2.1947 million from institutional investors, while retail investors experienced a net outflow of 16.3481 million [2] - The main stocks with significant capital inflow included Tongcheng New Materials (603650) with a net inflow of 50.0557 million [3] - Haida Co., Ltd. (300320) had a net inflow of 18.1101 million, while Litong Technology (920225) saw a net inflow of 10.9565 million [3]