Market Overview - The Shanghai Composite Index is at 3854.14 points, slightly above the five-day moving average, with a change of 0.01% [1] - The total trading volume of A-shares is 1,140.591 billion yuan [1] Stocks Performance - A total of 796 A-shares have surpassed the five-day moving average today [1] - Stocks with significant deviation rates include: - HaHuanHuaTong (15.31% deviation) with a price increase of 19.99% and a turnover rate of 11.08% [1] - NaiPuMiner (15.09% deviation) with a price increase of 19.99% and a turnover rate of 11.23% [1] - YiWangYiChuang (12.15% deviation) with a price increase of 18.36% and a turnover rate of 14.41% [1] Additional Notable Stocks - HengErDa shows a 9.05% deviation with a price increase of 12.27% [1] - NingBoJianGong has a deviation of 8.35% with a price increase of 9.96% [1] - Other stocks with notable performance include JiaZeXinNeng (7.69% deviation) and GuangDianDianQi (7.67% deviation) [1]

（文章来源：证券日报） 证券日报网讯奥赛康9月22日在互动平台回答投资者提问时表示，截至9月10日，公司的股东人数为19， 565户。 ...

Core Viewpoint - Jiangsu Suyang Investment Co., Ltd. has reduced its stake in Aosaikang Pharmaceutical Co., Ltd. by 10,160,232 shares, representing 1.09% of the total share capital, from February 27, 2025, to September 12, 2025, due to its own operational needs [2][3]. Group 1: Shareholding Changes - Jiangsu Suyang Investment's shareholding decreased from 14.00% to 12.91%, triggering a 1% change in equity [3]. - The reduction was executed through centralized bidding and block trading, in accordance with a previously disclosed reduction plan [3]. Group 2: Impact on Aosaikang - The share reduction will not lead to a change in control of Aosaikang, and the management team remains stable [4]. - Aosaikang will continue to focus on its established strategy in pharmaceutical research, production, and sales, ensuring the provision of quality medicines to the market [4]. Group 3: Financial Performance - Aosaikang reported a revenue of 1.007 billion yuan for the first half of 2025, reflecting a year-on-year growth of 9.20% [5]. - The net profit attributable to shareholders reached 160 million yuan, marking a significant year-on-year increase of 111.64% [5].

证券代码：002755 证券简称：奥赛康 公告编号：2025-050 北京奥赛康药业股份有限公司 2025 年第二次临时股东大会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载，误导性陈述或重大遗漏。 特别提示 1、本次股东大会无增加、变更、否决提案的情况； 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 1、股东大会届次：2025 年第二次临时股东大会 3、会议召开的合法、合规性：本次股东大会的召集、召开符合《公司法》 《上市公司股东会规则》等有关法律法规、部门规章、规范性文件和《公司章程》 的规定。 4、会议召开的日期、时间： （1）现场会议时间：2025 年 9 月 19 日（星期五）14:00 （2）网络投票时间：2025 年 9 月 19 日 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 9 月 19 日 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 9 月 19 日 9:15－15:00 期间的任意时间。 5、现场会议地点：南京江 ...

国浩律师（南京）事务所 关于北京奥赛康药业股份有限公司 2025 年第二次临时股东大会的 中国江苏省南京市汉中门大街 309 号 B 座 5、7-8 层 邮编：210036 5、7-8/F, Block B, 309 Hanzhongmen Dajie, Nanjing, China, 210036 电话/Tel: +86 25 8966 0900 传真/Fax: +86 2589660966 网址/Website: http://www.grandall.com.cn 2025 年 9 月 国浩律师（南京）事务所 法律意见书 国浩律师（南京）事务所 关于北京奥赛康药业股份有限公司 国浩律师（南京）事务所 法律意见书 法律意见书 2025 年第二次临时股东大会的 法律意见书 致：北京奥赛康药业股份有限公司 国浩律师（南京）事务所（以下简称"本所"）接受北京奥赛康药业股份有限公 司（以下简称"公司"）的委托，就公司 2025 年第二次临时股东大会（以下简称"本 次股东大会"、"会议"）召开的有关事宜，根据《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发布的《上市公司股东会规则》（以 ...

格隆汇9月15日丨奥赛康(002755.SZ)公布，近日收到公司股东江苏苏洋投资实业有限公司（简称"苏洋 投资"）出具的《股份变动告知函》，苏洋投资自2025年2月27日至2025年9月12日期间累计减持本公司 股份10,160,232股，占本公司总股本的1.09%。本次股份变动前，苏洋投资持有本公司股份129,942,392 股，占本公司总股本的14.00%；本次股份变动后，苏洋投资持有本公司股份119,782,160股，占本公司 总股本的12.91%。 ...

证券代码：002755 证券简称：奥赛康 公告编号：2025-049 北京奥赛康药业股份有限公司 持股 5%以上股东股份变动触及 1%的公告 1．基本情况 信息披露义务人 江苏苏洋投资实业有限公司 住所 南京市江宁区秣陵街道科学园龙眠大道 618 号 权益变动时间 2025 年 2 月 27 日-2025 年 9 月 12 日 权益变动过程 苏洋投资出于自身经营发展需要，于 2025 年 2 月 27 日至 2025 年 9 月 12 日通过集中竞价和大宗交易方式 共减持公司股份 10,160,232 股，减持后，苏洋投资持 股比例由 14.00%下降至 12.91%，权益变动触及 1%。 苏洋投资减持股份是按照已披露的减持计划进行，本 一、股份变动情况 | 次减持股份不会导致公司控制权发生变更，不会对公 | | | | | | | --- | --- | --- | --- | --- | --- | | 司的经营产生重大影响。 | | | | | | | 股票简称 奥赛康 | | 股票代码 | | 002755 | | | 变动方向 上升□ 下降 | 有□ | 一致行动人 | | 无 | | | 是否 ...

9月15日，奥赛康盘中下跌2.03%，截至10:13，报22.24元/股，成交8600.23万元，换手率0.41%，总市值 206.42亿元。 奥赛康所属申万行业为：医药生物-化学制药-化学制剂。所属概念板块包括：医药电商、幽门螺杆概 念、创新药、生物医药、抗癌治癌等。 截至8月20日，奥赛康股东户数1.83万，较上期减少1.26%；人均流通股50724股，较上期增加1.28%。 2025年1月-6月，奥赛康实现营业收入10.07亿元，同比增长9.20%；归母净利润1.60亿元，同比增长 111.64%。 分红方面，奥赛康A股上市后累计派现7.21亿元。近三年，累计派现1.11亿元。 机构持仓方面，截止2025年6月30日，奥赛康十大流通股东中，永赢医药创新智选混合发起A （015915）位居第六大流通股东，持股1168.56万股，为新进股东。鹏华医药科技股票A（001230）位居 第八大流通股东，持股831.18万股，相比上期减少14.91万股。易方达医疗保健行业混合A（110023）位 居第九大流通股东，持股545.12万股，相比上期减少159.47万股。香港中央结算有限公司位居第十大流 通股东，持股46 ...

Summary of Osai Kang's Conference Call Company Overview - Osai Kang started as a traditional PPI (Proton Pump Inhibitor) business and expanded into biopharmaceutical innovation since 2012, focusing on oncology and infectious diseases. The company has diversified its dosage forms from injectables to oral and sustained-release formulations. The strategy involves parallel development of generic and innovative drugs, where generics ensure cash flow and innovative drugs support valuation [2][3][4]. Key Business Segments - **Generic Drugs**: Osai Kang has made significant progress in the generic drug sector since 2021, with multiple products approved, contributing to revenue growth. The impact of centralized procurement is expected to diminish by 2024, leading to stable performance. The company focuses on first generics and difficult-to-generate products, leveraging integrated raw material and formulation advantages to reduce costs and enhance competitiveness [2][6]. - **Innovative Drugs**: The company is concentrating on oncology, infectious diseases, and chronic diseases, with several products entering clinical trials. Notable products include: - **Third-generation EGFR TKI small molecule inhibitors** for lung cancer, which, despite a slower development pace, are expected to achieve good sales due to strong academic promotion capabilities from partners. - **Colo 80.2 monoclonal antibody** for lung and gastric cancer, with only four similar products in Phase III trials in China, indicating a competitive edge [2][7]. Financial and Market Position - The actual controllers of Osai Kang are Chen Qingcai and his wife. Key subsidiaries include: - **Nanjing Hairong Pharmaceutical**: Raw material production base with cost advantages. - **Nanjing Haiguang Applied Chemistry Research Institute**: Main generic drug R&D base. - **AskGin**: An overseas subsidiary responsible for biopharmaceutical innovation, in which Osai Kang holds a 60% stake [2][4][5]. Product Highlights - **SKB589**: A leading 18.2 monoclonal antibody triple therapy showing an objective response rate (OR) of 80%, indicating best-in-class potential. The progression-free survival (PFS) data is also promising, showcasing significant advantages over competitors like AstraZeneca, which uses a dual therapy approach [2][9]. - **Maifen Capsule**: An oral iron supplement that combines the convenience of traditional oral supplements with the efficacy of intravenous options while minimizing gastrointestinal side effects. This product is expected to capture significant market share in both hospital and outpatient settings [2][10]. - **VEGFR2 Dual-target Ophthalmic Drug**: Targeting AMD and DME, this drug extends the dosing interval to 4-5 months or even six months, significantly improving patient convenience. It is currently in Phase 2B clinical trials, with Phase 3 expected to start in 2026 [2][11]. Future Directions - Osai Kang aims to maintain a dual strategy of ensuring stable cash flow through first generics and difficult generics while actively advancing innovative drug development for higher market returns. The company plans to strengthen international collaborations to enhance R&D capabilities and expand into emerging markets [2][8]. Upcoming Catalysts - Important data releases are anticipated in the coming months, including updates on SKB589's overall survival (OS) data at the ISMO conference in October and preliminary data for interleukin-15 dual antibodies by the end of the year. Additionally, AstraZeneca's Phase II data for its 18.2 monoclonal antibody targeting pancreatic cancer will be closely monitored as potential catalysts for Osai Kang's stock price [2][13].

Core Viewpoint - As of September 4, 2023, Aosaikang's stock price has shown significant volatility, with a year-to-date increase of 82.29% but a recent decline in the last five and twenty trading days [1] Financial Performance - For the first half of 2025, Aosaikang reported a revenue of 1.007 billion yuan, representing a year-on-year growth of 9.20%, and a net profit attributable to shareholders of 160 million yuan, which is a substantial increase of 111.64% [2] - Cumulative cash dividends since Aosaikang's A-share listing amount to 721 million yuan, with 111 million yuan distributed over the past three years [3] Shareholder Structure - As of August 20, 2025, Aosaikang has 18,300 shareholders, a decrease of 1.26% from the previous period, with an average of 50,724 circulating shares per shareholder, an increase of 1.28% [2] - The top ten circulating shareholders include new entrants such as Yongying Pharmaceutical Innovation Mixed Fund and Hong Kong Central Clearing Limited, while some existing shareholders like E Fund Medical Health Mixed Fund have reduced their holdings [3] Market Activity - Aosaikang's stock experienced a trading volume of 1.04 billion yuan on September 4, 2023, with a turnover rate of 0.48% and a total market capitalization of 21.301 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on July 16 [1]