Key Points - Vanke A has signed a supplementary agreement with Shenzhen Metro Group for a loan of up to 4.2 billion yuan, with a pledge of up to 6 billion yuan in shares of its subsidiary, Wanwu Cloud [3] - Heng Rui Pharmaceutical has set the final price for its H-share issuance at 44.05 HKD per share, with plans to list on the Hong Kong Stock Exchange on May 23, 2025 [4] - Wan Dong Medical has elected Ma Chibing as the new chairman after Hu Ziqiang resigned from the position [5] - Tianqi Mould has confirmed that there are no undisclosed significant matters amid ongoing major asset restructuring [6] - Zhejiang Rongtai plans to invest 20 million yuan to establish a wholly-owned subsidiary focused on intelligent robotics [7] - ST Mingcheng intends to publicly transfer 45% of its subsidiary, Time Media, which will no longer be included in the consolidated financial statements [8] - Shanghai Xiba plans to purchase patent assets for 2 million yuan and 500,000 yuan, and establish subsidiaries to promote the commercialization of new technologies [9] - Jushen Co. has received a total of 95.7 million yuan in dividends from its six wholly-owned subsidiaries [10] - ST Asia Pacific has confirmed no undisclosed significant matters or ongoing major plans [11] - Tianrong Tianyu's controlling shareholder's agreement will not be renewed after its expiration [12] - Wangzi New Materials has stated that its energy storage capacitor business is minimal and will not significantly impact its performance [13] - Nanjing Port has clarified that its foreign trade container business does not have direct routes to the U.S. [14] - Jinlongyu has indicated that its solid-state battery business has not yet formed stable long-term revenue [15] - Tianzhihang's subsidiary plans to raise capital by introducing investors [16] - State Grid Information plans to acquire 100% of Yili Technology for 1.853 billion yuan, enhancing its revenue and profit [17] - ST Nongsang will remove its delisting risk warning starting May 23 [18] - Yipin Hong has stated that its innovative drug AR882 has not yet been launched and will not significantly impact recent performance [19] - Huanrui Century has announced a performance compensation plan requiring original shareholders to compensate 116 million shares [20] - Huaren Health plans to acquire stakes in three pharmaceutical chain companies for a total of 3.282 billion yuan [21][22] - Hongming Co. is planning to acquire 83% of Shenzhen Chisu for 1.51 billion yuan [23] - Aishida intends to acquire an additional 7% stake in its subsidiary Qianjiang Robot for 13.09 million yuan [24] - Dasheng Intelligent has signed a contract worth 11.5 million yuan for a high-efficiency machine room project [25] - Jinggu Co. has received a notice to supply wheels for a major global automaker, with expected sales of approximately 158 million USD over ten years [26] - Pingzhi Information has signed a framework agreement with China Mobile for antenna products worth up to 13.01 million yuan [27] - Shanghai Laishi's controlling shareholder plans to increase its stake by 250 million to 500 million yuan [28] - Qixia Construction's shareholder plans to reduce its stake by up to 3% [29] - Sichuan Gold's major shareholders plan to reduce their stakes by up to 5.5% [30] - Qingyun Technology's shareholders plan to reduce their stakes by up to 4.5% [31] - Rhein Biological's directors plan to reduce their stakes by up to 0.14% [32] - Qingmu Technology's shareholder plans to reduce its stake by up to 3% [33] - Sanrenxing's employee shareholding platform plans to reduce its stake by up to 3% [34][35] - Juzhi Technology's director plans to reduce his stake by up to 40,000 shares [36] - Jingwang Electronics' major shareholders plan to reduce their stakes by up to 2.99% [37] - Jujiao Co. plans to reduce its stake by up to 2.6% [38] - Xiyu Tourism's major shareholder plans to reduce its stake by up to 3% [39]

证券代码：002252 证券简称：上海莱士 公告编号：2025-043 上海莱士血液制品股份有限公司 关于控股股东增持股份计划的公告 公司控股股东海盈康（青岛）医疗科技有限公司保证向本公司提 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。 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： 上海莱士血液制品股份有限公司（以下简称"上海莱士"或"公司"）控股股东 海盈康（青岛）医疗科技有限公司（以下简称"海盈康"）基于对公司未来发展的 信心和长期投资价值的认同，增强投资者信心，计划自本公告披露之日起6个月 内（除法律、法规及深圳证券交易所业务规则等有关规定不准增持公司股票的期 间之外），通过深圳证券交易所交易系统以集中竞价交易方式增持公司股份。本 次计划增持总金额不低于人民币25,000万元，且不超过人民币50,000万元（均含 本数且不包含交易费用）（以下简称"本次增持计划"）。本次增持计划不设置价 格区间。 公司于近日收到控股股东海盈康《关于增持上海莱士血液制品股份有限公司 股份计划的告知函》，现将相关情况公告如下： 一、计划增持主体的基本情况 1、增持主 ...

证券代码：002252 证券简称：上海莱士 公告编号：2025-042 上海莱士血液制品股份有限公司 2024 年度股东大会决议公告 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。 特别提示： 1、本次股东大会不存在增加、变更、否决提案的情形； 2、本次股东大会不涉及变更以往股东大会已通过的决议； 3、本次会议提案涉及股东大会特别决议事项，按照《公司章程》规定，本次特 别决议事项需经出席会议股东（包括股东代理人）所持表决权 3/4 以上表决同意后方 可通过。 一、会议召开和出席情况 （一）会议召开情况 1、现场会议召开时间为：2025 年 5 月 20 日（星期二）14:00； 网络投票时间为：2025 年 5 月 20 日（星期二）； 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 5 月 20 日的交易时间，即 9:15－9:25，9:30－11:30，13:00－15:00；通过深圳证券交易所 互联网投票系统投票的具体时间为：2025 年 5 月 20 日 9:15 至 15:00 期间的任意时 间； 2、现场会议召开地点：上海市 ...

北京市金杜（青岛）律师事务所 关于上海莱士血液制品股份有限公司 2024 年度股东大会之 法律意见书 致：上海莱士血液制品股份有限公司 北京市金杜（青岛）律师事务所（以下简称本所）接受上海莱士血液制品 股份有限公司（以下简称公司）委托，根据《中华人民共和国证券法》（以下简 称《证券法》）、《中华人民共和国公司法》（以下简称《公司法》）、中国证券监 督管理委员会《上市公司股东会规则》（以下简称《股东会规则》）等中华人民 共和国境内（以下简称中国境内，为本法律意见书之目的，不包括中国香港特 别行政区、中国澳门特别行政区和中国台湾地区）现行有效的法律、行政法规、 规章、规范性文件和现行有效的《上海莱士血液制品股份有限公司章程》（以下 简称《公司章程》）的有关规定，指派律师出席了公司于 2025 年 5 月 20 日召 开的 2024 年年度股东大会（以下简称本次股东大会），并就本次股东大会相关 事项出具本法律意见书。 1. 经公司 2024 年第三次临时股东大会审议通过的《公司章程》； 2. 公司 2024 年 12 月 28 日刊登于巨潮资讯网及深圳证券交易所网站的《上 海莱士血液制品股份有限公司第六届董事会第六 ...

证券代码：002252 证券简称：上海莱士 公告编号：2025-041 一、增持计划主体的基本情况 上海莱士血液制品股份有限公司 关于控股股东增持公司股份计划实施完成的公告 公司控股股东海盈康（青岛）医疗科技有限公司保证向本公司提 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。 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： 1、增持计划的主要内容：上海莱士血液制品股份有限公司（"上海莱士"、 "公司"）于2025年3月4日披露了《关于控股股东增持股份计划的公告》（公告编 号：2025-020），基于对未来发展的信心和长期投资价值的认同，增强投资者信 心，控股股东海盈康（青岛）医疗科技有限公司（"海盈康"）计划自本次增持计 划公告披露之日起6个月内（除法律、法规及深圳证券交易所业务规则等有关规 定不准增持公司股票的期间之外），通过深圳证券交易所交易系统以集中竞价交 易方式增持公司股份，拟增持金额不低于人民币25,000万元，且不超过人民币 50,000万元（均含本数且不包含交易费用）（"本次增持计划"）。本次增持计 划不设置增持股份价格区间，增持主体基于 ...

上海莱士（002252）公告，控股股东海盈康于2025年3月7日至2025年5月9日期间，通过深圳证券交易所 系统以集中竞价方式累计增持公司股份7304.22万股，占目前公司总股本的1.10%，增持总金额约为人民 币5亿元(不含交易费用)。本次增持计划已实施完毕。增持前海盈康持有公司21.11%股份，增持后持股 比例增至22.21%。 ...

Group 1 - The Shanghai Composite Index opened high and the CSI 300 Pharmaceutical and Biotechnology Index reported 7624.71 points [1] - The CSI 300 Pharmaceutical and Biotechnology Index has increased by 4.46% in the past month, 3.56% in the past three months, and 2.43% year-to-date [1] - The index is designed to reflect the overall performance of different industry companies within the CSI 300 Index, categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries [1] Group 2 - The top ten holdings of the CSI 300 Pharmaceutical and Biotechnology Index are: Heng Rui Medicine (25.5%), WuXi AppTec (15.98%), Pian Zai Huang (6.77%), Yunnan Baiyao (5.51%), Kelun Pharmaceutical (4.73%), New Horizon (3.69%), East China Pharmaceutical (3.68%), Shanghai Raist (3.39%), Changchun High-tech (3.33%), and Fosun Pharma (3.23%) [1] - The market segment of the CSI 300 Pharmaceutical and Biotechnology Index shows that the Shanghai Stock Exchange accounts for 63.75% and the Shenzhen Stock Exchange accounts for 36.25% [2] - In terms of industry composition, chemical drugs account for 43.27%, pharmaceutical and biotechnology services for 21.11%, traditional Chinese medicine for 19.35%, and biological drugs for 16.27% [2] Group 3 - The index samples are adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December each year [2] - Weight factors are adjusted along with the periodic sample adjustments, which are fixed until the next scheduled adjustment unless a temporary adjustment is required [2] - Special events affecting sample companies may lead to changes in industry classification, and companies that are delisted will be removed from the index [2]

Core Viewpoint - Hemophilia is a hereditary bleeding disorder primarily treated through factor replacement therapy, with significant advancements in drug development leading to increased demand and market growth in China [1][6][20]. Industry Definition and Categories - Hemophilia is characterized by a deficiency in clotting factors, leading to prolonged bleeding tendencies, and can be classified into Hemophilia A and B, with A being more prevalent [2][3]. Current Industry Status - The demand for hemophilia drugs is on the rise due to advancements in diagnosis and treatment, with a projected demand of 5.8236 million doses in 2024 and 7.3154 million doses in 2025, reflecting a growing market size from 5.361 billion yuan in 2024 to 5.856 billion yuan in 2025 [6][9]. Market Competition Landscape - Major domestic companies in the hemophilia drug market include Beijing Shenzhou Cell Engineering, Shandong Taibang Biological Products, Henan Hualan Biological Engineering, and Shanghai Raist Blood Products, among others [13][14]. Industry Development Trends - The hemophilia drug industry is expected to benefit from technological innovations and increased awareness, leading to a broader market outlook as more patients can afford treatment and government support for rare diseases grows [20].

Core Viewpoint - The blood products sector is experiencing revenue growth among listed companies, but profitability is declining due to price reductions driven by increased competition and centralized procurement policies [1][2]. Group 1: Company Performance - In 2024, all nine listed companies in the blood products sector achieved revenue growth, with seven companies reporting an increase in net profit [1]. - In Q1 2024, eight companies reported a decline in net profit year-on-year, including Shanghai Raist and Tian Tan Biological, with declines of 25.20% and 22.90% respectively [1][2]. - Tian Tan Biological attributed its profit decline to a greater reduction in product prices than the increase in sales volume, primarily due to intensified market competition and centralized procurement [2][5]. - Shanghai Raist's net profit decline was also linked to increased credit impairment losses, which surged by 481% due to a rise in accounts receivable [2]. Group 2: Market Dynamics - The price of human albumin has been decreasing, with terminal prices dropping by 10% and 20% for human albumin and intravenous immunoglobulin respectively in Q1 2024 [5]. - The blood products market is characterized by a limited number of qualified players, with fewer than 30 companies holding production qualifications [1]. - The industry is facing pressure from imported human albumin, which is expected to account for 68% of total batch issuance in 2024, creating competitive challenges for domestic producers [7][12]. Group 3: Industry Trends - Centralized procurement has been a significant factor in price reductions, but its impact is considered manageable due to the rigid clinical demand for blood products [6]. - The blood products industry is heavily reliant on plasma supply, with a noted shortage in domestic plasma availability to meet market demand [7][12]. - Companies are actively pursuing acquisitions of plasma collection stations to secure raw material supply, indicating a competitive landscape for plasma resources [14][15].

Group 1 - The company has acquired Nanyue Biological for 4 billion, despite its valuation being only 880 million, raising concerns about potential interests transfer and damage to minority shareholders' interests [1][2] - The acquisition is part of a strategic plan to enhance the company's position in the blood products industry, focusing on regional collaboration and increasing plasma collection capacity [1][2] - The funding for the acquisition will come from the company's own and raised funds, ensuring no significant adverse impact on financial status or operations [2] Group 2 - The company plans to engage in foreign exchange derivatives trading to mitigate risks associated with currency fluctuations, which requires approval from the shareholders' meeting [2] - The company has terminated the planned major asset restructuring with Haier Biological due to the complexity of the transaction and lack of consensus among involved parties [2] - The management asserts compliance with laws and regulations, emphasizing that there is no harm to the interests of the company or its shareholders, particularly minority shareholders [2]