证券代码：002252 证券简称：上海莱士 公告编号：2025-058 上海莱士血液制品股份有限公司 关于"SR604 注射液"新增临床试验适应症申请获得受理的 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。 上海莱士血液制品股份有限公司（以下简称"公司"）于近日收到国家药品监 督管理局（以下简称"国家药监局"）签发的《受理通知书》（受理号：CXSL2500733）， 同意受理公司提交的 SR604 注射液新增"血管性血友病患者出血发作的预防治 疗"适应症开展临床试验的申请。现将相关情况公告如下： 一、 临床试验申请的基本情况 药物名称：SR604 注射液 规格：30mg(1mL)/瓶 受理号：CXSL2500733 受理日期：2025 年 8 月 22 日 药品注册分类：治疗用生物制品 1 类 申请事项：境内生产药品注册临床试验 根据《中华人民共和国行政许可法》第三十二条的规定，经审查，决定予以 受理。 已开展临床试验的适应症：血友病 A/B 及先天性凝血因子Ⅶ缺乏症患者出 血发作的预防治疗 本次新增申请临床试验的适应症：血管性血友病患者出血发作的预防 ...

上海莱士公告，近日收到国家药监局签发的《受理通知书》（受理号：CXSL2500733），同意受理公 司提交的SR604注射液新增"血管性血友病患者出血发作的预防治疗"适应症开展临床试验的申请。 SR604注射液是一种人源化高亲和力结合人活化蛋白C的单克隆抗体制剂，此前已获得受理并进入疗效 探索IIb期试验阶段。此次新增申请的适应症若研制成功，有望显著改善血管性血友病患者的用药体 验。全球尚无与该药物同靶点的产品上市，也没有抗体药物获批上市用于血管性血友病的预防治疗。 ...

Core Viewpoint - In the recent five trading days, significant shareholders of 7 companies increased their holdings, totaling 59.71 million shares and an investment amount of 306 million yuan, while 96 companies saw a reduction in holdings amounting to 7.696 billion yuan [1] Group 1: Shareholder Activity - A total of 7 companies had significant shareholder increases, with the highest increase from Hubei Yihua, which saw an increase of 7.3371 million shares and an investment of 97.5834 million yuan [1][2] - Shanghai Laishi followed with an increase of 12.4132 million shares and an investment of 85.0908 million yuan, while Sanfeng Environment had an increase of 4.4733 million yuan [1][2] - The majority of the increased holdings were concentrated in the pharmaceutical and electronic industries, with 2 stocks each [1] Group 2: Market Performance - The average increase in stock prices for companies with shareholder increases was 3.25% over the five days, which was weaker than the Shanghai Composite Index performance during the same period [1] - Notable stock price increases included Wanrun Shares and Hongli Zhihui, with increases of 7.37% and 4.01%, respectively [1] Group 3: Financial Performance - Among the stocks with significant shareholder increases, three have reported their semi-annual results, with Koyuan Pharmaceutical showing the highest net profit growth of 18.26% year-on-year [2]

Core Viewpoint - The controlling shareholder, Haiyingkang (Qingdao) Medical Technology Co., Ltd., is actively increasing its stake in Shanghai Laishi Blood Products Co., Ltd. to enhance investor confidence and demonstrate long-term investment value [1][2]. Group 1: Shareholding Increase Plan - Haiyingkang plans to increase its shareholding in Shanghai Laishi by investing between RMB 250 million and RMB 500 million within a six-month period through centralized bidding [1][2]. - As of August 21, 2025, Haiyingkang has acquired 26,440,800 shares, representing 0.40% of the total share capital of 6,637,984,837 shares, with an investment amount of RMB 180.5459 million (excluding transaction fees) [2][3]. Group 2: Current Shareholding Status - As of August 21, 2025, Haiyingkang holds 1,501,018,852 shares, accounting for 22.61% of the total share capital [3]. - Including the voting rights delegated from Grifols, S.A., Haiyingkang controls a total of 1,938,088,508 shares, which is 29.20% of the total voting rights [3].

关于控股股东增持公司股份计划实施期限过半的进展公告 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： 证券代码：002252 证券简称：上海莱士 公告编号：2025-057 上海莱士血液制品股份有限公司 三、其他相关说明 1、本次增持计划实施符合《中华人民共和国证券法》《上市公司收购管理 办法》及《深圳证券交易所上市公司自律监管指引第 10 号——股份变动管理》 等法律法规、部门规章及规范性文件的规定。 1、增持计划：上海莱士血液制品股份有限公司（"上海莱士"、"公司"） 于2025年5月22日披露了《关于控股股东增持股份计划的公告》（公告编号： 2025-043），公司控股股东海盈康（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），通过集中竞价方式增持公司 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 ...

Financing Activities - On August 14, Shanghai Laishi (002252) had a financing buy of 32.32 million yuan and a financing repayment of 28.14 million yuan, resulting in a net financing buy of 4.18 million yuan, with a financing balance of 1.10 billion yuan [1] - Over the past three trading days, the cumulative net financing buy reached 21.01 million yuan, with 14 out of the last 20 trading days showing net financing buys [1] Margin Trading - On the same day, the margin trading saw a short selling of 11,500 shares, with a repayment of 1,200 shares, leading to a net short selling of 10,300 shares and a remaining short selling volume of 498,000 shares [2] - In the last 20 trading days, there were 11 days with net short selling [2] Margin Balance - The total margin balance reached 1.11 billion yuan on August 14, reflecting an increase of 4.23 million yuan or 0.38% from the previous day [4] - The margin balance has shown a consistent upward trend over the past few days, with notable increases on August 13 and August 12 as well [4]

Group 1 - The core stock price of Shanghai Laishi (002252) closed at 6.94 yuan, with a slight increase of 0.14% and a turnover rate of 0.69% as of August 13, 2025 [1] - The company experienced a net outflow of main funds amounting to 36.62 million yuan, accounting for 11.54% of the total transaction amount, with significant outflows from large orders [1] - The latest financial report indicates that the total operating revenue for the first quarter of 2025 was 2.006 billion yuan, a year-on-year decrease of 2.45%, while the net profit attributable to shareholders was 566 million yuan, down 25.20% year-on-year [1] Group 2 - Shanghai Laishi Blood Products Co., Ltd. was established in 1988 and is primarily engaged in the pharmaceutical manufacturing industry, with a registered capital of approximately 663.80 million yuan [1] - The company has made investments in 25 enterprises and participated in 690 bidding projects, holding 40 trademark registrations and 38 patents, along with 362 administrative licenses [2]

Company Overview - The company, Shanghai Laishi, was established in 1988 and listed on the Shenzhen Stock Exchange in 2008. In 2024, Haier Group acquired a 20% stake in the company, changing the controlling shareholder to Haier Group's subsidiary, Haiyingkang [2] Industry Situation - The blood products industry is a sub-sector of the biopharmaceutical industry, characterized by high technical barriers and strict regulatory requirements. Since 2001, no new blood product manufacturing enterprises have been approved in China, resulting in fewer than 30 operational companies in the domestic market [3] - In 2024, there were over 300 plasma collection stations in China, with a total plasma collection volume exceeding 13,000 tons, showing significant growth compared to 2023, although there remains a gap between supply and actual demand [3] - Blood products mainly include albumin, immunoglobulin, and coagulation factor products, with human albumin having a relatively high market share. The domestic market includes both domestic and imported human albumin, with a significant proportion being imported [3] Company Financials - In Q1 2025, the company reported a main revenue of 2.006 billion yuan, a year-on-year decrease of 2.45%. The net profit attributable to shareholders was 566 million yuan, down 25.2% year-on-year, and the net profit after deducting non-recurring gains and losses was 570 million yuan, a decrease of 3.52% [10] - The company's debt ratio stands at 6.25%, with investment income of 90.35 million yuan and financial expenses of -25.88 million yuan. The gross profit margin is reported at 38.75% [10] Product Sales and Market Dynamics - The sales of human albumin in China have slightly slowed due to medical insurance policies and supply-demand dynamics. However, there is a rigid demand for human albumin, which is used in various medical conditions [5] - The blood products market has seen some price adjustments since the second half of the previous year, influenced by policy factors and supply-demand relationships [7] Innovation and R&D - The company is advancing its "plasma expansion" and "plasma extraction" strategies, focusing on safety, quality, and efficiency. It is increasing investments in basic research, clinical translation, and industrial upgrades [9] - The company is conducting clinical research on SR604 injection, which is in Phase IIb trials. This product is a monoclonal antibody intended for the prevention and treatment of hemophilia and coagulation factor deficiencies [9][10]

Group 1 - The company Shanghai Laishi (SZ 002252) announced a research meeting scheduled for August 7, 2025, from 10:00 to 11:00, where the Deputy General Manager and Board Secretary Liu Zheng will participate and answer investor questions [2] - For the year 2024, the revenue composition of Shanghai Laishi is as follows: blood products production and sales account for 98.48%, testing equipment and reagents account for 1.48%, and other businesses account for 0.03% [2]

Company Overview - Shanghai Raist Blood Products Co., Ltd. was established in 1988 and listed on the Shenzhen Stock Exchange in 2008. In December 2023, Haier Group signed a strategic cooperation and share purchase agreement with Kilibof, acquiring 20% of the company’s shares through its subsidiary, Haiyingkang. The transaction was completed in June 2024, resulting in a change of controlling shareholder to Haiyingkang and actual controller to Haier Group [2][3]. Industry Situation - The blood products industry is a sub-sector of the biopharmaceutical industry, characterized by high technical barriers and strict regulatory requirements. Since 2001, no new blood product manufacturing enterprises have been approved in China, with fewer than 30 companies currently operating [3]. - In 2024, there were over 300 plasma collection stations in China, with a total plasma collection exceeding 13,000 tons, showing significant growth compared to 2023, although there remains a gap between supply and actual demand [3]. - Human albumin is the most significant product in terms of domestic sales, with a high proportion of imports. Imported human albumin is currently the only permitted human-derived blood product in China [3]. Company Goodwill - The company's goodwill primarily arises from the acquisition of other stable and well-performing enterprises in the same industry. The company conducts annual impairment testing of goodwill in compliance with regulatory requirements [4]. Sales and Market Dynamics - Domestic sales of human albumin have slightly slowed due to medical insurance policies and supply-demand dynamics. However, there remains a rigid demand for human albumin, which is used in various medical conditions [5]. - The blood products industry currently has some inventory among companies and distributors, with production and inspection cycles being relatively long [6]. - Prices of blood products have been affected by policy factors and supply-demand relationships, leading to some price reductions since the second half of last year [7]. Innovation and R&D - The company is advancing its "plasma expansion" and "plasma reduction" strategies, focusing on safety, quality, and efficiency, while increasing investment in basic research, clinical translation, and industrial upgrades [8]. - The company is conducting clinical research on SR604 injection, which is in Phase IIb trials. This product aims to prevent and treat hemophilia A and B, as well as factor VII deficiency [8][9]. Conclusion - The report highlights the strategic developments, market conditions, and innovation efforts of Shanghai Raist Blood Products Co., Ltd., emphasizing the company's position in a highly regulated and competitive industry.