登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002653 证券简称：海思科 公告编号：2025-100 海思科医药集团股份有限公司 关于控股股东部分股份 解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 海思科医药集团股份有限公司（以下简称"公司"）于近日接到公司控股股东及实际控制人王俊民先生的 通知，获悉王俊民先生所持有本公司的部分股份已解除质押，具体事项如下： 一、股东股份解除质押的基本情况 海思科医药集团股份有限公司 ■ 二、股东股份累计质押的情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： ■ 三、备查文件 中国证券登记结算有限责任公司证券质押及司法冻结明细表。 特此公告。 董事会 2025年9月15日 证券代码：002653 证券简称：海思科公告编号：2025-101 海思科医药集团股份有限公司 关于控股股东之一致行动人权益变动 触及1%及5%整数倍的提示性公告 股东申萍、王俊民保证向公司提供的信息披露内容的真实、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 ...

本次权益变动后，申萍与其一致行动人王俊民合计持有公司股份由449,176,294股减少至447,926,294股， 合计持股比例由40.11%减少至40.00%，变动后比例触及1%及5%的整数倍。 格隆汇9月14日丨海思科(002653.SZ)公布，近日，公司收到控股股东之一致行动人申萍《关于减持公司 股份的告知函》，获悉申萍于2025年9月1日—2025年9月12日期间以集中竞价方式减持公司股份125万 股，占公司总股本的0.11%。 ...

海思科医药集团股份有限公司 简式权益变动报告书 上市公司名称：海思科医药集团股份有限公司 股票简称：海思科 股票代码：002653 股票上市地点：深圳证券交易所 信息披露义务人1：王俊民 信息披露义务人2：申萍 签署日期：二〇二五年九月 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第15号——权益变动报告书》及 相关法律法规编写本权益变动报告书(以下简称"本报告书")。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行 证券的公司信息披露内容与格式准则第15号——权益变动报告书》的规定，本报告 书已全面披露信息披露义务人在海思科医药集团股份有限公司拥有权益的股份 变动情况。 四、截至本报告书签署之日，除本报告书披露的持股信息外，信息披露义务人没 有通过任何其他方式增加或减少其在海思科医药集团股份有限公司拥有权益的 股份。 五、本次权益变动是根据本报告书所载明的资料进行的，除信息披露义务人 外，没有委托或者授权任何其他人提供未在本报告书中列载的信息和对本报告书 做出任何 ...

证券代码：002653 证券简称：海思科 公告编号：2025-101 海思科医药集团股份有限公司 关于控股股东之一致行动人权益变动 触及 1%及 5%整数倍的提示性公告 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、本次权益变动系控股股东之一致行动人申萍女士减持，不会导致海思科 医药集团股份有限公司(以下简称"公司")的控股股东和实际控制人发生变化， 亦不会对公司日常经营管理产生影响； 2、本次权益变动后，申萍女士与其一致行动人王俊民先生合计持有公司股 份由 449,176,294 股减少至 447,926,294 股，合计持股比例由 40.11%减少至 40.00%，变动后比例触及 1%及 5%的整数倍。 3、本次减持事项已按照有关规定进行了预披露，本次实际减持情况与此前 披露的意向、承诺及减持计划一致。 股东申萍、王俊民保证向公司提供的信息披露内容的真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 公司于 2025 年 7 月 26 日披露了《关于控股股东之一致行动人股 份减持计划的预披露公告》(公告编号：2025-086)，控股股东之一致 行动人申萍女士（ ...

下： 证券代码：002653 证券简称：海思科 公告编号：2025-100 海思科医药集团股份有限公司 关于控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 海思科医药集团股份有限公司（以下简称"公司"）于近日接到 公司控股股东及实际控制人王俊民先生的通知，获悉王俊民先生所持 有本公司的部分股份已解除质押，具体事项如下： 二、股东股份累计质押的情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如 2 | | 持股 | | | 合计占 | 合计占 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | | 持股 | 累计质押数 | 其所持 | 公司总 | | | | | | 名称 | 数量 （万股） | 比例 | 量（万股） | 股份比 | 股本比 | 已质押股 | 占已 | 未质押股 | 占未 | | | | | | 例 | 例 | 份限售和 | 质押 | 份限售和 | 质押 | 1 股东 ...

Core Insights - Complement drugs are specifically designed to treat diseases related to abnormal activation or suppression of the complement system, with a complex development history that faced significant challenges until the first drug, Soliris, was approved in 2007 [1][4] - The market for complement drugs is expanding rapidly, with a projected global market size of $8.179 billion in 2024, reflecting a year-on-year growth of 23.4%, primarily driven by advancements in treatment for eye diseases [1][6] - The leading complement drugs in the market are AstraZeneca's C5 antibodies, Soliris and Ultomiris, which together are expected to account for 79.6% of total sales in 2024 [1][6][7] Industry Overview - The complement drug industry has evolved to include over ten approved drugs, utilizing various forms such as monoclonal antibodies, small molecule inhibitors, cyclic peptides, and nucleic acid aptamers, indicating a diverse technological landscape [1][4] - The expansion of indications from rare blood diseases to more common conditions signifies a maturation in the development of complement drugs, with ongoing research opening new therapeutic areas [1][4][8] Market Dynamics - The sales of Ultomiris are projected to grow significantly, from $339 million in 2019 to $3.924 billion in 2024, surpassing Soliris, which is expected to see a decline in sales by 17.7% to $2.588 billion in 2024 [7] - Domestic companies such as Heng Rui Medicine and Hai Si Ke are actively entering the complement drug market, with over ten clinical trials registered in China, primarily focusing on IgA nephropathy [1][8] Future Trends - The competition in the complement drug market is expected to intensify with the introduction of more drugs, emphasizing technological innovation and cost reduction to enhance accessibility [8] - There is a growing focus on multi-target and combination therapy strategies, which may improve treatment efficacy and reduce side effects, as well as an expansion of applications to include more rare and autoimmune diseases [8]

Core Insights - Baiyang Pharmaceutical announced a strategic investment in Tianjin Jikun Pharmaceutical, acquiring a 24% stake to secure rights to a novel drug for pulmonary fibrosis and priority purchase rights for global compound rights [1][2] Industry Overview - The respiratory disease sector is gaining attention, with recent business development (BD) transactions highlighting its potential, despite historically lower interest compared to oncology and weight loss markets [2] - Major players in the respiratory market include both domestic companies and multinational corporations like AstraZeneca, Sanofi, GSK, and Kasy, with a mix of common inhalation therapies and advanced biologics [4] Market Potential - The Chinese respiratory drug market is projected to reach approximately $12.8 billion by 2024, driven by a significant patient population, including around 45.7 million asthma patients and nearly 100 million COPD patients [4] - Recent BD transactions, such as the collaboration between Hengrui Medicine and GSK, have sparked interest in the PDE3/4 target, indicating a competitive landscape for future partnerships [2][3] Product Development - Kasy has launched a new inhalation powder for asthma treatment, representing a novel option in the market, while AstraZeneca has received approval for a biologic treatment for severe eosinophilic asthma in children [4] - The ongoing development of biologics is seen as a potential future direction for treating respiratory diseases, although inhalation therapies remain the cornerstone of treatment [5][6]

Group 1 - The pharmaceutical sector showed volatility with the Medical Innovation ETF (516820.SH) initially dropping but later rising over 2.7%, narrowing its decline to 0.97% [1] - Among the constituent stocks, Haikang (002653) led with a gain of 2.42%, while Hengrui Medicine (600276) experienced the largest decline at 3.30% [1] - According to Founder Securities, the strong mainline attribute of innovative drugs remains unchanged, with September potentially marking a new wave for innovative drugs due to several factors including the clearing of mid-year reports and upcoming key academic conferences [1] Group 2 - The Medical Innovation ETF has seen continuous net inflows over the past three days, with a peak single-day net inflow of 12.87 million yuan, totaling 25.11 million yuan [1] - Leverage funds are actively positioning themselves, with the latest financing buy amounting to 5.53 million yuan and a financing balance of 45.45 million yuan [1] - Institutions remain confident in quality innovation and the innovation industry chain, viewing any external disturbances as buying opportunities [2]

Core Viewpoint - The stock of Haishike has shown significant performance with a year-to-date increase of 76.74%, despite a recent decline over the past 20 days [1][2]. Group 1: Stock Performance - As of September 11, Haishike's stock price reached 58.29 CNY per share, with a market capitalization of 65.28 billion CNY [1]. - The stock has experienced a 1.78% increase over the last five trading days and a 37.93% increase over the last 60 days [1]. - The company has seen a net outflow of 4.30 million CNY in principal funds, with large orders showing a buy of 14.74 million CNY and a sell of 19.74 million CNY [1]. Group 2: Financial Performance - For the first half of 2025, Haishike reported a revenue of 2.00 billion CNY, reflecting an 18.63% year-on-year growth, while the net profit attributable to shareholders decreased by 21.79% to 129 million CNY [2]. - Cumulatively, the company has distributed 3.67 billion CNY in dividends since its A-share listing, with 687 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 25.93% to 11,400, with an average of 42,147 circulating shares per person, down by 28.64% [2]. - The top ten circulating shareholders include several mutual funds, with notable increases in holdings from institutions such as China Europe Medical Health Mixed A and ICBC Frontier Medical Stock A [3].

Group 1 - The company has received notification from its controlling shareholder, Mr. Wang Junmin, regarding the pledge and extension of certain shares held by him [1] - The pledged shares do not bear significant obligations related to major asset restructuring or performance compensation [1] - As of the announcement date, the cumulative pledge situation of the shares held by the shareholder and their concerted parties is detailed [1] Group 2 - The announcement was made by the board of directors of the company on September 11, 2025 [2]