ST未名（002581）公告，公司控股子公司天津未名生物医药有限公司因被采取暂停生产、销售风险控 制措施，且预计三个月内无法恢复正常生产经营活动，触及《深圳证券交易所股票上市规则》相关规 定，自2025年7月8日起被实施其他风险警示，股票简称变更为"ST未名"，股票交易日涨跌幅限制5%。 ...

Core Viewpoint - The suspension of production at Tianjin Weiming Biopharmaceutical Co., Ltd. has led to Shandong Weiming Pharmaceutical Co., Ltd. being placed under other risk warnings, resulting in a significant drop in stock price and market capitalization [1][2]. Group 1: Company Impact - Tianjin Weiming, a key subsidiary, accounted for 60.09% of Weiming Pharmaceutical's revenue and 9.8% of its net profit in 2024, indicating its critical role in the company's financial performance [2]. - The suspension of Tianjin Weiming's production is expected to have a substantial impact on Weiming Pharmaceutical's operations, as the subsidiary's previous issues with product quality have already affected sales and revenue [2][4]. - The company reported a revenue decline of 57.84% in Q1 2025, with a net loss of 36.85 million yuan, reflecting ongoing financial struggles exacerbated by the suspension [4]. Group 2: Regulatory and Market Context - The Tianjin Municipal Drug Administration found that Tianjin Weiming's production did not comply with the Good Manufacturing Practice (GMP) standards, leading to the suspension of its production and sales [1][2]. - Prior to the suspension, Tianjin Weiming faced scrutiny when a batch of its interferon α2b spray was flagged for not meeting biological activity standards, resulting in multiple regions halting purchases [2]. - In December 2023, Tianjin Weiming won a bid for the exclusive supply of interferon α2b spray at a price of 33.58 yuan for a specific volume, but this was later revoked in April 2025, further impacting the company's market position [3].

New Stock Listings - Yitang Co., Ltd. (688729) listed at an issue price of 8.45 on July 8, 2025[1] - Jichuan Pharmaceutical (600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (603389) has a tender offer period from June 10 to July 9, 2025[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 8 trading days remaining until the last trading day[1] - Hengli Tui (000622) has 5 trading days remaining until the last trading day[1] - Tui Shi Jiu You (600462) has 4 trading days remaining until the last trading day[1] Market Volatility - North China Long Dragon (301357) reported severe abnormal fluctuations[1] - Multiple stocks including ST Zhengping (603843) and Hunan Tianyan (600698) have reported abnormal fluctuations[3]

New Stock Issuance - Huadian New Energy (证券代码: 730930) issued shares at a price of 3.18 on July 7, 2025[1] - Jichuan Pharmaceutical (证券代码: 600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (证券代码: 603389) has a tender offer period from June 10 to July 9, 2025[1] Trading Alerts - The last trading day for TSM Jinguang (证券代码: 600190) is in 9 trading days[1] - The last trading day for TSM Jinyou (证券代码: 600462) is in 5 trading days[1] - The last trading day for TSM Gongzhi (证券代码: 000584) is in 3 trading days[1] Abnormal Fluctuations - Northern Long (证券代码: 301357) is experiencing severe abnormal fluctuations[1] - ST Dongjing (证券代码: 002199) reported abnormal fluctuations[3] - ST Yunchuang (证券代码: 835305) reported abnormal fluctuations on July 4, 2025[3]

Group 1 - The core viewpoint of the article emphasizes maintaining three strategic approaches during the mid-year reporting season, focusing on industries with strong trends, performance and valuation alignment, and thematic investment opportunities [13] Group 2 - The first strategy highlights industries with strong industrial trend characteristics, particularly focusing on AI and innovative pharmaceuticals [13] - The second strategy targets industries driven by performance and valuation alignment, with attention on the North American computing chain within communications and electronics, as well as non-ferrous metals and gaming sectors [13] - The third strategy involves sectors with thematic and positional speculation, particularly in military and new energy related to anti-involution [13] - Overall, the rotation of non-ferrous metals, AI hardware, innovative pharmaceuticals, gaming, and military sectors is expected to be the main theme during the mid-year reporting season [13]

Group 1 - Lin Yanglin, the chairman of Xinlicheng, has been placed under detention and is under investigation, which may impact investor confidence despite the company stating the matter is unrelated to its operations [1] - Weiming Pharmaceutical's stock will be suspended for one day due to its trial progress not meeting expectations and its subsidiary's inability to resume normal operations within three months, affecting performance expectations [2] - Tengsheng Bo Pharmaceutical has signed a licensing agreement with Health Yuan Group for the exclusive rights to research, develop, and commercialize BRII-693 in China, providing cash flow and enhancing market expectations [3] Group 2 - China Resources Double Crane announced a cash dividend of 3.71 yuan per 10 shares despite a decline in revenue and net profit, indicating strong cash flow and commitment to shareholders [4] - InnoTech's subsidiary has obtained long-term product certification for a flu detection kit, which is expected to enhance market competitiveness and potentially increase revenue [5]

Group 1 - The core viewpoint of the article is that Weiming Pharmaceutical's core subsidiary has triggered a production halt, leading to a risk warning and a change in stock abbreviation to "ST Weiming" [2][6] - Weiming Pharmaceutical's subsidiary, Tianjin Weiming, is expected to be unable to resume normal operations within three months, significantly impacting the company's production and operations [5][10] - The stock will be suspended for one day on July 7 and will resume trading on July 8 with a new risk warning, limiting daily price fluctuations to 5% [2][5] Group 2 - Tianjin Weiming's production halt affects approximately 60% of Weiming Pharmaceutical's revenue, with an expected revenue of 217 million yuan in 2024 [4][5] - The company has faced ongoing internal control risks, including issues with disclosure of related party transactions and inaccurate earnings forecasts, leading to regulatory penalties [10][11] - Weiming Pharmaceutical has reported continuous losses over the past three years, with net profits of -14.68 million yuan, -332 million yuan, and -137 million yuan for 2022, 2023, and 2024 respectively [10][11] Group 3 - The company plans to cooperate with regulatory authorities to rectify deficiencies and aims to restore production as soon as possible [10] - Other subsidiaries of Weiming Pharmaceutical are currently operating normally, and the company intends to optimize management and reduce costs to maintain stable operations [10][11] - The stock price as of July 4 was 11.02 yuan per share, with a total market capitalization of 7.27 billion yuan [12]

Core Viewpoint - Unimed Pharmaceutical is facing significant operational challenges due to the suspension of its core subsidiary, Tianjin Unimed Biopharmaceutical Co., Ltd, which is expected to impact 60% of the company's revenue [5][6][12]. Group 1: Company Operations - Tianjin Unimed has been suspended from production and sales since April 22, 2024, due to non-compliance with drug production quality management standards [6][9]. - The expected recovery timeline for Tianjin Unimed's operations has been extended, with a new estimate indicating that normal production will not resume until July 21, 2025 [8]. - The suspension has triggered a chain reaction in the procurement market, with several regions halting purchases of interferon products produced by Tianjin Unimed [9]. Group 2: Financial Impact - In 2024, Tianjin Unimed generated revenue of 217 million yuan, accounting for 60.09% of Unimed Pharmaceutical's total revenue and 9.8% of its consolidated net profit [6]. - Unimed Pharmaceutical has reported continuous losses over the past three years, with net profits of -14.68 million yuan in 2022, -332 million yuan in 2023, and -137 million yuan in 2024 [12]. - The company's first-quarter performance in 2024 showed a revenue decline of 57.84% year-on-year, with a net profit of -36.85 million yuan, down 33.01% [12]. Group 3: Regulatory and Compliance Issues - Unimed Pharmaceutical has faced long-standing internal control risks, including failure to disclose related party transactions and inaccurate earnings forecasts [11]. - The company has been penalized by the China Securities Regulatory Commission for various compliance failures, resulting in fines and a 10-year market ban for its former chairman [11].

Group 1 - The company has received feedback from its internal rectification team confirming that the current trial progress is below expectations, and its subsidiary Tianjin Weiming is expected to be unable to resume normal production and operations within three months [1][2] - As a result of the above situation, the company's stock will be subject to "other risk warnings," changing its name from "Weiming Pharmaceutical" to "ST Weiming," with the stock code remaining "002581" and the daily price fluctuation limit changing from 10% to 5% [1][2] - The suspension of production and sales by Tianjin Weiming, which is a significant subsidiary responsible for the production and sales of interferon drugs, has a substantial impact on the company's operations, accounting for 60.09% of the company's revenue and 9.8% of the consolidated net profit [1][2] Group 2 - The company's board of directors acknowledges the adverse effects of the situation and plans to take effective measures to mitigate the impact, including promoting product sales in other markets and increasing efforts in market development and new product development [2] - Other subsidiaries of the company are operating normally and maintaining production capabilities, while the company aims to optimize management, reduce expenses, control costs, and enhance business profitability to ensure stable operations [3] - During the period of other risk warnings, the company will accept investor inquiries through phone and email, ensuring timely responses while adhering to insider information confidentiality regulations [3]

关于公司股票被实施其他风险警示暨 证券代码：002581 证券简称：未名医药 公告编号：2025-046 山东未名生物医药股份有限公司 公司股票停复牌的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，不存在虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、山东未名生物医药股份有限公司（以下简称"公司"）于 2025 年 7 月 4 日临时收到内部整改小组反馈，确认当前试验进度未及预期，控股子公司天津未 名生物医药有限公司（以下简称"天津未名"）预计在三个月内无法恢复正常生 产经营活动，根据《深圳证券交易所股票上市规则》第 9.8.1 条第（五）项规定， 公司股票交易触及"其他风险警示"情形。 2、公司股票自 2025 年 7 月 7 日（周一）开市起停牌 1 天，自 2025 年 7 月 8 日（周二）开市起复牌。 3、公司股票自 2025 年 7 月 8 日开市起被实施"其他风险警示"，股票简称 由"未名医药"变更为"ST 未名"，证券代码仍为"002581"，实行其他风险 警示后公司股票交易的日涨跌幅限制由 10%变为 5%。 一、股票的种类、简称、证券代码、被实施其他风险警示的起 ...