Core Viewpoint - The proposed 100% tariff on imported drugs has garnered significant attention in the pharmaceutical industry, but it has not materially impacted the performance of Anhui Anke Biotechnology (Group) Co., Ltd, as the company focuses exclusively on the domestic market, effectively avoiding potential risks associated with U.S. tariff policies [1][2] Group 1: Company Performance - Anhui Anke's revenue structure is clearly oriented towards the domestic market, with all revenue generated from domestic sources as of the first half of 2025, and no contributions from the U.S. market [1] - The company's main business segments include biological products, traditional Chinese medicine, chemical synthetic drugs, and raw materials, with key products such as recombinant human interferon α2b "Andafeng," recombinant human growth hormone "Ansumei," and anti-tumor drug "Ansaiting," creating a diversified product matrix [1] Group 2: Response to Tariff Concerns - In response to market concerns regarding the tariff impact, the company has communicated through multiple official channels, with the chairman and secretary of the board publicly stating during the 2024 and 2025 performance briefings that there are no export operations to the U.S., emphasizing that U.S. tariff policies will not disrupt normal operations [1] - The company has also confirmed on investor interaction platforms that it currently has no export business to the U.S. and that its production and operational status remains normal, further stabilizing market expectations [1] Group 3: Future Plans - Notably, Anhui Anke announced plans in 2024 to establish a subsidiary and build a production base in the U.S., but as of September 2025, this plan has not yet been implemented, maintaining the company's current lack of U.S. export business [2] - The company indicated that if the U.S. expansion plan materializes in the future, it could lay the groundwork for entering the U.S. market and generate positive effects, but it currently does not impact operations [2]

证券代码：300009 证券简称：安科生物 公告编号：2025-052 安徽安科生物工程（集团）股份有限公司 2021年5月14日，公司实施了每10股转增2股派2.00元（含税）人民币现金的 2020年度利润分派方案，本次权益分派实施后，第2期员工持股计划认购的股份 由8,879,060股调整为10,654,872股，占公司总股本的0.65%。 2022年3月29日，第2期员工持股计划锁定期届满，其持有的公司股票 10,654,872股于2022年4月1日解除限售并上市流通。具体内容详见巨潮资讯网刊 登的《关于非公开发行部分限售股份解除限售的提示性公告》（公告编号： 2022-018）。 经 2023 年 11 月 14 日召开的第 2 期员工持股计划持有人会议及 2023 年 11 月 16 日召开的公司第八届董事会第八次会议审议通过，本持股计划存续期延长 至 2025 年 3 月 28 日。经公司分别于 2024 年 9 月 29 日、2024 年 9 月 30 日召开 的第 2 期员工持股计划持有人会议、第八届董事会第十三次会议审议通过，本持 股计划存续期延长至 2026 年 3 月 28 日。 关于公 ...

本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 证券代码：300009 证券简称：安科生物 公告编号：2025-053 一、持有人会议召开情况 安徽安科生物工程（集团）股份有限公司 第 4 期员工持股计划第一次持有人会议决议的公告 安徽安科生物工程（集团）股份有限公司（以下简称"公司"）第 4 期员工持 股计划（以下简称"本持股计划"）第一次持有人会议于 2025 年 9 月 29 日以通讯 表决方式召开，本次会议由公司董事、董事会秘书李坤先生召集和主持，出席本次 会议的持有人共 21 人，代表本持股计划资金份额 10,242,218.28 份，占本持股计划 实际总份额的 80.79%。 本次会议的召集、召开、表决程序符合有关法律、行政法规、部门规章、规范 性文件和《安徽安科生物工程（集团）股份有限公司第 4 期员工持股计划（草案）》 （以下简称《第 4 期持股计划（草案）》）等相关文件的规定。 二、持有人会议审议情况 （一）审议通过《关于设立公司第 4 期员工持股计划管理委员会的议案》 为保证公司第 4 期员工持股计划的顺利进行，保障持有人的合法权益，根据《第 ...

Core Viewpoint - The approval of PA3-17 injection for critical Phase II clinical trials marks a significant step for the company, but the journey has been prolonged due to funding challenges and the nature of the pharmaceutical industry [1][2][4] Group 1: Company Development - The founder of the company, Dr. Yang Lin, has been a pioneer in the field of tumor cell therapy in China, focusing on CD7-positive hematological malignancies since the company's establishment in 2010 [1] - The company has achieved remarkable clinical trial results, with a 100% objective response rate and nearly 90% complete response rate in early trials [1] - Despite technological breakthroughs, the company has faced difficulties in securing continuous capital investment, which has delayed the development of its innovative drug [2][3] Group 2: Funding Challenges - The pharmaceutical industry is characterized by high investment, long cycles, and high risks, which contrasts sharply with investors' pursuit of immediate returns [2] - The company's financing history reflects this struggle, with significant delays between funding rounds, such as the 11-year gap from its founding to its A-round financing in 2021 [2] - The overall funding environment for the CAR-T sector has cooled since 2021, with average financing dropping to $31 million in 2024, half of the peak levels [2][3] Group 3: Market Perception - There is a stark contrast in market attitudes towards different innovative pharmaceutical companies, with some receiving strong support while others, like the company in question, struggle to attract similar capital attention [3] - The company’s focus on a niche target and reliance on long-term technological accumulation has made it less appealing to investors compared to projects with clearer progress or backing from major players [3] Group 4: Future Outlook - The launch of the critical Phase II clinical trial for PA3-17 injection brings hope for the company, but years of delays have resulted in missed opportunities for many patients [4] - The company aims to make its drug affordable for ordinary patients, highlighting the importance of patience from capital markets in supporting long-term research and development efforts [4]

Group 1 - The core point of the article is that the controlling shareholder of Anke Bio (300009.SZ) has confirmed that there is no situation of lending shares to quantitative institutions [2][3] Group 2 - Anke Bio responded to an investor inquiry on an interactive platform regarding the lending of shares by its controlling shareholder [2]

Core Viewpoint - The company is actively advancing its research and development capabilities, particularly in the field of biopharmaceuticals, with a focus on innovative drug development and clinical trials [2]. Group 1: Oncology Research - The company has several products in the clinical research pipeline, including HuA21 injection, an innovative drug targeting HER2, which has shown promising safety and efficacy in early studies and is moving into Phase III clinical trials [2]. - The "5G9 injection," another HER2-targeting drug, has received approval for clinical trials [2]. - A collaboration with Afana Company is underway for the development of AFN0328 injection, aimed at treating HPV tumors and precancerous lesions, currently in Phase I clinical trials [2]. - The company has a stake in Boshengji, which is conducting clinical trials for the first universal CAR-Vδ1T cell drug (UTAA09 injection) with CDE's implied permission [2]. - Another investment in Yuansong Biotechnology has led to the development of a oncolytic virus drug (recombinant L-IFN adenovirus injection) that has received CDE's implied permission for clinical trials in advanced solid tumors [2]. Group 2: Growth and Development Research - The "AK2017 injection," a recombinant human growth hormone-Fc fusion protein, is progressing well in clinical trials, having completed Phase II enrollment and is preparing for Phase III discussions [2]. Group 3: Antiviral Research - The "AK1008 project," aimed at treating viral infections causing children's herpangina, is currently in Phase II clinical trials [2]. - The "AK1012 project," targeting respiratory syncytial virus infections in children, is in Phase I clinical trials [2]. - The company is committed to disclosing information on products that have not yet entered clinical trials once they obtain clinical approval [2].

Group 1 - Dagan Holdings' shareholder plans to reduce holdings by up to 3% of the company's shares, totaling approximately 9.52 million shares [1] - China Resources Sanjiu intends to invest up to 10 billion yuan of its own funds in bank wealth management products, with a rolling investment strategy [1] - Xinyu Guoke's shareholder plans to reduce holdings by up to 1% of the company's shares, totaling approximately 276.76 thousand shares [3] Group 2 - Tianpu Co. has completed the stock trading suspension review and will resume trading after a period of abnormal price fluctuations [5] - Xinhang New Materials' controlling shareholder plans to reduce holdings by up to 2% of the company's shares, totaling approximately 174.88 thousand shares [6] - Yinbang Co.'s shareholder plans to reduce holdings by up to 3% of the company's shares, totaling approximately 24.66 million shares [7] Group 3 - Yuanfei Pet's shareholders plan to collectively reduce holdings by up to 3.48% of the company's shares, totaling approximately 565.14 thousand shares [7] - Changchun High-tech's subsidiary will gain exclusive agency rights for three products in mainland China [9] - Hanyi Co.'s controlling shareholder plans to reduce holdings by up to 3% of the company's shares, totaling approximately 294 thousand shares [10] Group 4 - Zhongcai Energy's subsidiary signed a total contract worth 347 million yuan for a project in Hubei Province [11] - Ruifeng Bank's shareholder reduced holdings by 408.83 thousand shares, decreasing their ownership from 6.10% to 5.89% [12] - Shanghai Construction's gold business revenue is low, accounting for less than 0.5% of total revenue [13] Group 5 - Guanggang Gas's shareholder plans to reduce holdings by up to 2.63 million shares, approximately 1.9994% of the company's total shares [14] - Kairun Co.'s controlling shareholder has decided to terminate the share reduction plan early [15] - Boyun New Materials' shareholder plans to reduce holdings by up to 1% of the company's shares, totaling approximately 573 thousand shares [16] Group 6 - Yuanda Environmental's acquisition of assets and fundraising has been approved by the Shanghai Stock Exchange [17] - ST Ningke's stock will be subject to delisting risk warning due to the company's restructuring [18] - Anke Biotech's investee company has received approval for a key II phase clinical trial for a new injection [19] Group 7 - Shuanglu Pharmaceutical's director plans to reduce holdings by up to 37.52 thousand shares, approximately 0.0365% of the company's total shares [20] - Zhongji Xuchuang's specific shareholder's holding ratio changed by more than 1% [21] - ST Nanzhi plans to sell real estate development and leasing business assets for 1 yuan to focus on urban operation [22]

Macro News - The U.S. Treasury reported that from January to August, the national general public budget revenue reached 14,819.8 billion yuan, a year-on-year increase of 0.3% [2] - The securities transaction stamp duty for the same period was 118.7 billion yuan, showing a significant year-on-year increase of 81.7% [2] - In August, the securities transaction stamp duty increased by 226% year-on-year and 66% month-on-month [2] Industry News - The Ministry of Industry and Information Technology is soliciting opinions on the mandatory national standard for "Intelligent Connected Vehicles Combination Driving Assistance System Safety Requirements," which includes features for detecting driver disengagement [3] - The total A-share trading volume for the year has reached 280 trillion yuan, a 109% increase compared to the same period last year [3] - The average daily trading volume in A-shares is 16.1 trillion yuan, up 107% year-on-year [3] - The China Nonferrous Metals Industry Association reported that the transaction price range for multi-crystalline silicon n-type raw materials is 51,000 to 55,000 yuan per ton, with an average transaction price of 53,200 yuan per ton, reflecting an 8.57% increase [4] Company News - Tianpu Co. announced that there is uncertainty regarding the change of control, and its stock will resume trading on September 18 [11] - Hengrui Medicine announced that its application for a new indication for the injection of Rukang Qumizhuo monoclonal antibody for breast cancer patients has been accepted and prioritized for review [11] - China Ping An announced the completion of its long-term service plan for stock purchases for the year 2025 [11] - Top Group announced that its actual controller and vice chairman has terminated the share reduction plan ahead of schedule [11] - Huazhu Group announced a planned investment of no more than 10 billion yuan in bank wealth management products [11]

Core Viewpoint - Anke Biotech (300009.SZ) announced that its affiliated companies, Boshengji Pharmaceutical Technology (Suzhou) Co., Ltd. and Boshengji Anke Cell Technology Co., Ltd., received approval from the National Medical Products Administration (NMPA) for the key Phase II clinical trial of PA3-17 injection, a targeted CAR-T cell therapy for adult relapsed and refractory CD7-positive hematological malignancies [1] Group 1 - The PA3-17 injection is the world's first targeted CD7 autologous CAR-T cell therapy product to receive clinical trial approval [1] - The product utilizes advanced genetic engineering technology to modify the patient's own T cells, enabling them to specifically recognize and kill CD7-positive tumor cells [1] - The approval marks a significant milestone for Boshengji Anke in the development of innovative cancer therapies [1]

Core Viewpoint - Anke Biotech (300009.SZ) announced that its affiliated companies, Boshengji Pharmaceutical Technology (Suzhou) Co., Ltd. and Boshengji Anke Cell Technology Co., Ltd., received approval from the National Medical Products Administration for the key Phase II clinical trial of PA3-17 injection, a targeted CAR-T cell therapy product for treating adult relapsed and refractory CD7-positive hematological malignancies [1]. Group 1 - Anke Biotech's affiliated companies have received a communication meeting minutes from the National Medical Products Administration regarding the PA3-17 injection [1]. - PA3-17 injection is the world's first targeted CD7 autologous CAR-T cell therapy product that has received approval for clinical trials [1]. - The product is specifically designed for the treatment of adult patients with relapsed and refractory CD7-positive hematological malignancies [1].