Core Viewpoint - The recent resignation of the founder and key executives of *ST Sailong marks a significant shift for the company, which is facing a delisting crisis due to severe financial struggles and reliance on price-cutting in the drug procurement process [1][2]. Group 1: Company Background - *ST Sailong, founded in 2017, specializes in generic drugs for cardiovascular and digestive systems [2]. - The company faced a major turning point with the onset of drug procurement policies, which led to intense price competition [2]. Group 2: Financial Performance - The price of the company's main product, injection omeprazole sodium, plummeted by 91.7% in the seventh round of procurement in 2022 [2]. - In the eighth round of procurement in 2023, the price of tranexamic acid injection was reported at 7.9 yuan, half of the highest price [2]. - The company is projected to incur continuous losses from 2020 to 2024, with a forecasted revenue of less than 300 million yuan in 2024, a year-on-year decline of over 15% [2]. - The net profit loss for 2024 is expected to reach 33.1456 million yuan, a staggering decline of 447.67% [2]. Group 3: R&D Challenges - In 2023, the company's R&D investment was only 27.52 million yuan, accounting for 8.8% of revenue, which is below industry standards [3]. - Despite a 7% increase in R&D spending in 2024, it remains insufficient for the high costs associated with innovative drug development [3]. - The company has been trapped in a cycle of "winning bids means losses," with seven products winning bids but failing to generate profit [3]. Group 4: Leadership Changes and Future Prospects - The founder, Cai Nanguai, has chosen to exit amid the ongoing crisis, with a new entity, Hainan Yayi Gongying Technology Partnership, acquiring 14.16% of the company's shares for 199 million yuan [3]. - The new controlling shareholder, Hainan Yayi, includes a member from the second generation of the Libai Group, indicating a potential shift in strategy as they enter the pharmaceutical industry [3]. - The entry of new shareholders raises questions about whether they can help the struggling company find a viable path forward [3].

赛隆药业集团股份有限公司（以下简称"公司"）第四届董事会第十次会议， 审议通过了《关于召开 2025 年第一次临时股东大会的议案》，决定于 2025 年 8 月 26 日下午 15：00 召开 2025 年第一次临时股东大会，并于 2025 年 8 月 11 日 披露了《关于召开 2025 年第一次临时股东大会的通知》（公告编号：2025-051）。 近日，公司董事会收到非独立董事候选人贾晋斌先生通知，由于个人原因， 贾晋斌先生放弃公司第四届董事会非独立董事候选人资格。公司于 2025 年 8 月 20 日召开第四届董事会第十一次会议，审议通过《关于取消公司 2025 年第一次 临时股东大会部分议案的议案》，董事会同意取消对贾晋斌先生第四届董事会非 独立董事候选人的提名，并取消 2025 年第一次临时股东大会第 1 项议案《关于 补选第四届董事会非独立董事的议案》之子议案"1.01《选举贾晋斌先生担任公 司第四届董事会非独立董事》"。本次取消股东大会部分议案符合法律、行政法规、 部门规章、规范性文件和《公司章程》等的相关规定。除上述取消部分子议案事 项外，公司 2025 年第一次临时股东大会的召开时间、召开地 ...

一、董事会会议召开情况 证券代码：002898 证券简称：*ST 赛隆 公告编号：2025-059 赛隆药业集团股份有限公司 第四届董事会第十一会议决议公告 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。 具体内容详见同日刊登于巨潮资讯网（www.cninfo.com.cn）的《关于 2025 年第一次临时股东大会取消部分议案暨补充通知的公告》（公告编号：2025-060）。 表决结果：表决票数 9 票，赞成 9 票，反对 0 票，弃权 0 票。 赛隆药业集团股份有限公司（以下简称"公司"）第四届董事会第十一次会 议通知于 2025 年 8 月 18 日以书面方式通过专人送出、传真、电子邮件相结合的 方式送达各位董事。会议于 2025 年 8 月 20 日在珠海市香洲区南湾北路 31 号 2 单元 21 层公司会议室以现场及通讯相结合的方式召开，会议应到董事 9 人，实 际出席董事 9 人，会议由公司董事长蔡南桂先生主持，公司监事和高级管理人员 列席本次会议。本次会议的召集、召开和表决符合有关法律、行政法规、其他规 范性文件和《公司章程》的规定。 二、董事会会 ...

Core Viewpoint - *ST SAILONG (002898) has shown a significant increase in stock price, closing at 15.59 yuan, up 4.98% as of August 19, 2025, indicating positive market sentiment despite declining financial performance [1] Financial Performance - The latest quarterly report for *ST SAILONG shows total revenue of 54.09 million yuan, a year-on-year decrease of 22.16% [1] - The net profit attributable to shareholders is 1.04 million yuan, down 163.94% year-on-year [1] - The non-recurring net profit is 1.11 million yuan, reflecting a substantial decrease of 228.58% year-on-year [1] - Key financial ratios include a current ratio of 0.975, a quick ratio of 0.629, and a debt-to-asset ratio of 38.15% [1] Market Activity - The stock experienced a trading volume of 33,600 lots and a transaction amount of 51.56 million yuan [1] - The net inflow of main funds was 11.53 million yuan, accounting for 22.36% of the transaction amount [1] - Large orders saw a net inflow of 13.74 million yuan, representing 26.64% of the transaction amount, while small orders had a net outflow of 6.19 million yuan, making up 12.01% [1] Company Overview - SAILONG Pharmaceutical Group Co., Ltd. was established in 2002 and is located in Zhuhai City, primarily engaged in the pharmaceutical manufacturing industry [2] - The company has a registered capital of 176 million yuan and has made investments in 12 enterprises [2] - SAILONG has participated in 6 bidding projects and holds 32 trademark registrations and 38 patents, along with 39 administrative licenses [2]

Core Viewpoint - *ST Sailong (002898.SZ) has stated on the interactive platform that the company currently has no products related to fentanyl [1] Company Summary - The company has clarified its position regarding fentanyl products, indicating that it does not engage in this segment [1]

受重组消息影响，此前一度涨停的*ST赛隆股价今日出现下滑，截至今日收盘，跌幅3.93%，报收 16.15元/股，总市值28.42亿元。从股价波动历史行情看，受益于并购重组概念，该公司股价自今年5月 份开始持续上涨，目前幅超过70%。 新股东及高管阵容强大 8月11日，*ST赛隆（002898.SZ）公告称，因公司控制权已发生变更，公司于近日收到了董事长兼 总裁蔡南桂，董事唐霖，董事兼常务副总裁刘达文，董事兼副总裁李剑峰，董事、副总裁、董事会秘书 张旭，董事邓拥军，独立董事潘传云，独立董事陈小辛，独立董事李公奋，副总裁王星递交的辞职报 告。这意味着，*ST赛隆第四届董事会的所有成员均递交了辞职报告。 同时，新任控股股东海南雅亿共赢科技合伙企业（有限合伙）提名陈科、贾晋斌、陈顿斐、张光 扬、陈榕辉、李童瑶为公司第四届董事会非独立董事候选人，同意提名王淑芳、张建民、张凯为公司第 四届董事会独立董事候选人，任期为自公司股东大会选举通过之日起至第四届董事会届满之日止。 值得注意的是，新人控股股东海南雅亿成立于2025年5月15日，主营业务为以自有资金从事投资活 动，显然是为了参与本次交易而设立的投资平台。不过，细看海南 ...

*ST赛隆表示，本次子公司停产检修，有助于进一步提高生产线的稳定性和运行水平，有利于保障生产 安全和产品质量，子公司已经提前进行了生产备货，本次停产检修预计不会对公司全年的经营业绩产生 重大不利影响。 北京商报讯（记者 丁宁）8月11日晚间，*ST赛隆（002898）发布公告称，公司于近日接到全资子公司 湖南赛隆药业有限公司（以下简称"湖南赛隆"）和湖南赛隆药业（长沙）有限公司（以下简称"长沙赛 隆"）的通知，为确保药品生产质量和生产稳定性，湖南赛隆和长沙赛隆拟于近日进行停产检修。 其中，湖南赛隆全部生产线计划于8月11日至8月22日停产检修，共计12天。长沙赛隆全部生产线计划于 8月13日至8月31日停产检修，共计19天。 ...

Core Viewpoint - The control transfer of *ST Sailong has been finalized, leading to a new board of directors and management team, which is expected to enhance the company's innovation capabilities and market competitiveness through substantial financial support and industry resources from the new controlling shareholder [1][4]. Group 1: Management Changes - The announcement on August 10 revealed the resignation of several key executives, including Chairman and President Cai Nanguai, and the election of new non-independent directors, including Jia Jinbin and Chen Ke, with Chen Ke appointed as the new president [1][2]. - The new board members bring diverse backgrounds in medicine, finance, and investment, which is anticipated to improve the company's governance and strategic direction [3][4]. Group 2: New Controlling Shareholder - The new controlling shareholder, Hainan Yayi, acquired a 14.16% stake from previous shareholders Cai Nanguai and Tang Lin, who have committed to relinquishing certain shareholder rights [6][7]. - Hainan Yayi's investment structure includes significant contributions from notable partners, including Chen Zhansheng, who has a strong background in various industries, including pharmaceuticals and finance [7]. Group 3: Strategic Investments - Hainan Yayi has a history of investing in AI drug development companies, which aligns with *ST Sailong's strategic focus on innovation in drug research and development [5][8]. - The partnership with investment firms like Tian Tu Investment and Jing Tai Technology for strategic investments in AI drug discovery platforms is expected to enhance *ST Sailong's capabilities in this area [8].

其中，湖南赛隆全部生产线计划于8月11日至8月22日停产检修，共计12天。长沙赛隆全部生产线计划于 8月13日至8月31日停产检修，共计19天。 人民财讯8月11日电，*ST赛隆（002898）8月11日晚间公告，公司近日接到全资子公司湖南赛隆药业有 限公司(简称"湖南赛隆")和湖南赛隆药业(长沙)有限公司(简称"长沙赛隆")的通知，为确保药品生产质量 和生产稳定性，湖南赛隆和长沙赛隆拟于近日进行停产检修。 ...

转自：智通财经 【*ST赛隆（维权）：子公司湖南赛隆和长沙赛隆计划进行停产检修】智通财经8月11日电，*ST赛隆 (002898.SZ)公告称，公司全资子公司湖南赛隆和长沙赛隆为确保药品生产质量和生产稳定性，计划进 行停产检修。湖南赛隆全部生产线计划于2025年8月11日至8月22日停产检修，共计12天；长沙赛隆全部 生产线计划于2025年8月13日至8月31日停产检修，共计19天。本次停产检修预计不会对公司全年的经营 业绩产生重大不利影响。 ...