证券代码：300149 证券简称：睿智医药 公告编号：2025-68 公司收到《审核问询函》后，会同相关中介机构对《审核问询函》所提出的 问题进行了认真研究和逐项落实，并对《审核问询函》所列问题进行了逐项说明 和回复，同时对募集说明书等申请文件的内容进行了更新，具体内容详见公司同 日于巨潮资讯网（www.cninfo.com.cn）披露的相关文件。 公司本次向特定对象发行股票事项尚需深交所审核通过，并获得中国证券监 督管理委员会（以下简称"中国证监会"）同意注册后方可实施。最终能否通过 深交所审核并获得中国证监会同意注册的决定及时间尚存在不确定性。 公司将根据进展情况，严格按照上市公司向特定对象发行股票相关法律法规 的规定和要求及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 睿智医药科技股份有限公司 关于向特定对象发行股票的审核问询函回复及募集说明书 等申请文件更新的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 睿智医药科技股份有限公司（以下简称"公司"）于 2025 年 9 月 16 日收到深 圳证券交易所（以下简称"深交所"） ...

北京市朝阳区建国路 77 号华贸中心 3 号写字楼 34 层 邮编：100025 电话：(86-10) 5809 1000 传真：(86-10) 5809 1100 北京市竞天公诚律师事务所 关于睿智医药科技股份有限公司 2024 年度向特定对象发行股票的 补充法律意见书（二） 北京市竞天公诚律师事务所 二〇二五年十月 北京市朝阳区建国路 77 号华贸中心 3 号写字楼 34 层 邮编：100025 电话：(86-10) 5809 1000 传真：(86-10) 5809 1100 北京市竞天公诚律师事务所 关于睿智医药科技股份有限公司 2024 年度向特定对象发行股票的 补充法律意见书（二） 致：睿智医药科技股份有限公司 根据本所与发行人签订的《法律服务协议》，本所接受发行人的委托，担任 本次发行的专项法律顾问。 针对本次发行，本所于 2025 年 8 月 20 日出具了《北京市竞天公诚律师事务 所关于睿智医药科技股份有限公司 2024 年度向特定对象发行股票的法律意见 书》（以下简称"《法律意见书》"）和《北京市竞天公诚律师事务所关于睿智 医药科技股份有限公司 2024 年度向特定对象发行股票的律师工作报 ...

Core Insights - The stock of Ruizhi Pharmaceutical experienced a decline of 0.78% on September 30, with a trading volume of 119 million yuan [1] - The company reported a net financing outflow of 13.11 million yuan on the same day, with a total financing and securities balance of 203 million yuan [1][2] - For the first half of 2025, Ruizhi Pharmaceutical achieved a revenue of 534 million yuan, representing a year-on-year growth of 14.75%, and a net profit of 25.38 million yuan, up 140.35% year-on-year [2] Financing and Trading Activity - On September 30, the financing buy-in amount for Ruizhi Pharmaceutical was 9.17 million yuan, while the financing repayment was 22.28 million yuan, resulting in a net financing buy-in of -13.11 million yuan [1] - The current financing balance of 203 million yuan accounts for 3.58% of the circulating market value, which is above the 70th percentile of the past year [1] - The company had a securities lending balance of 4,200 shares, with a total value of 47,900 yuan, which is below the 20th percentile of the past year [1] Shareholder and Dividend Information - As of September 20, the number of shareholders for Ruizhi Pharmaceutical was 44,700, a decrease of 5.99% from the previous period, while the average circulating shares per person increased by 6.37% to 10,626 shares [2] - Since its A-share listing, the company has distributed a total of 180 million yuan in dividends, with no dividends paid in the last three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 24.33 million shares, unchanged from the previous period [3]

变更后的公司网址及投资者邮箱自本公告披露之日起正式启用。除上述变更 外，公司投资者联系电话、传真、联系地址均保持不变，敬请广大投资者关注。 特此公告。 睿智医药科技股份有限公司 董事会 2025 年 9 月 26 日 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 睿智医药科技股份有限公司（以下简称"公司"）因经营发展需要，为提升公 司形象，方便投资者、客户及社会公众及时了解和掌握公司信息，公司对官方网 站进行了全面升级改版，并对公司网址及投资者邮箱进行了变更，具体情况如下： | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 公司网址 | www.cppt.com.cn | www.chempartner.com | | 投资者邮箱 | ir@cppt.com.cn | ir@chempartner.com | 证券代码：300149 证券简称：睿智医药 公告编号：2025-67 睿智医药科技股份有限公司 关于变更公司网址及投资者邮箱的公告 ...

Core Viewpoint - The article discusses the announcement by President Trump regarding a new round of high tariffs on various imported products, particularly focusing on the pharmaceutical industry, which will see a 100% tariff on patented and branded drugs starting October 1, 2023, significantly higher than the previous 15% agreement with Europe [1][2]. Group 1: Tariff Details and Market Reaction - The new tariffs include a 50% tariff on kitchen cabinets and bathroom sinks, a 30% tariff on imported furniture, and a 100% tariff on patented and branded drugs, with exemptions for companies that have manufacturing facilities "under construction" in the U.S. [1][2] - Following the announcement, the innovation drug index and various biotech ETFs saw declines of over 1%, with specific companies like Huahai Pharmaceutical and Baiyue Shenzhou experiencing stock price drops [2][3]. Group 2: Company Responses and Strategies - Many domestic pharmaceutical companies are assessing the impact of the new tariffs, with some indicating that their production capabilities in the U.S. may mitigate the effects. For instance, Huahai Pharmaceutical is evaluating whether its facilities meet the criteria for exemption [4][5]. - Major U.S. pharmaceutical companies like Johnson & Johnson and Eli Lilly have already invested significantly in expanding their domestic production capabilities, with Johnson & Johnson planning to invest approximately $20 billion in North Carolina and Eli Lilly announcing a $270 billion investment for new factories [3][4]. Group 3: Expert Opinions and Future Outlook - Industry experts suggest that the 100% tariff is politically motivated and may not significantly impact domestic innovative drug companies, as many already have manufacturing in the U.S. and the majority of their sales are through partnerships with multinational corporations [6][7]. - The anticipated implementation of a global drug pricing model by the U.S. government could further influence drug pricing and market dynamics, but experts believe that the overall impact on the domestic pharmaceutical industry will be limited [6][7].

Core Viewpoint - The company, Ruizhi Pharmaceutical, has shown a mixed performance in terms of financing activities and stockholder metrics, with notable growth in revenue and net profit for the first half of 2025 [1][2]. Financing Activities - On September 24, 2023, Ruizhi Pharmaceutical's stock price increased by 0.33%, with a trading volume of 178 million yuan. The financing buy-in amount was 14.89 million yuan, while the financing repayment was 17.60 million yuan, resulting in a net financing outflow of 2.70 million yuan [1]. - As of September 24, 2023, the total financing and securities lending balance for Ruizhi Pharmaceutical was 234 million yuan, which accounts for 3.91% of its market capitalization. The financing balance is above the 80th percentile of the past year, indicating a high level [1]. - In terms of securities lending, there were no shares sold or repaid on September 24, 2023, with a remaining securities lending balance of 11.39 million yuan, which is above the 60th percentile of the past year, also indicating a high level [1]. Shareholder Metrics - As of September 20, 2023, the number of shareholders for Ruizhi Pharmaceutical was 44,700, a decrease of 5.99% from the previous period. The average number of circulating shares per shareholder increased by 6.37% to 10,626 shares [2]. - The company has cumulatively distributed 180 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]. Financial Performance - For the first half of 2025, Ruizhi Pharmaceutical reported a revenue of 534 million yuan, representing a year-on-year growth of 14.75%. The net profit attributable to the parent company was 25.38 million yuan, showing a significant year-on-year increase of 140.35% [2].

Core Points - The company reported a decrease in the number of shareholders, with a total of 44,659 shareholders as of September 20, down by 2,847 from the previous period, representing a decline of 5.99% [2] - The closing price of the company's stock was 11.99 yuan, reflecting a slight increase of 0.33%, but the stock has cumulatively decreased by 9.17% since the concentration of shares began, with 3 days of increase and 7 days of decrease [2] - The latest margin trading data shows a total margin balance of 236 million yuan as of September 23, with a reduction of 53.15 million yuan, indicating a decline of 18.37% since the concentration of shares began [2] - The company's semi-annual report indicated a revenue of 534 million yuan for the first half of the year, representing a year-on-year growth of 14.75%, and a net profit of 25.38 million yuan, which is a significant increase of 140.35% year-on-year, with basic earnings per share at 0.0510 yuan and a weighted average return on equity of 2.07% [2]

Core Viewpoint - The company, Ruizhi Pharmaceutical, has experienced a significant stock price increase of 214% over the past six months, rising from a low of 4.86 CNY per share to a high of 15.28 CNY per share, indicating a successful turnaround in the capital market [1]. Group 1: Stock Performance and Fundraising - The stock price of Ruizhi Pharmaceutical closed at 12.69 CNY per share on September 19, 2023, after previously being below 10 CNY for an extended period [1]. - The company is progressing with a private placement to raise up to approximately 316 million CNY, with the issuance price set at 5.27 CNY per share [1][2]. - The private placement will allow Jiangmen Ruilian Pharmaceutical Investment Co., Ltd. to become the controlling shareholder of Ruizhi Pharmaceutical, increasing the shareholding of the actual controller, WOO SWEE LIAN, from 21.18% to 29.66% [1]. Group 2: Financial Health and Business Operations - Ruizhi Pharmaceutical's main business includes drug discovery, development, and production services, focusing on the CRO/CDMO sector, particularly in preclinical research [3]. - The company has faced financial challenges, reporting revenues of approximately 1.327 billion CNY, 1.138 billion CNY, and 970 million CNY from 2022 to 2024, with net profits of 363 million CNY, -917 million CNY, and -226 million CNY respectively [3]. - The overall funding requirement for the company is about 1.222 billion CNY, with a funding gap of approximately 504 million CNY [4]. Group 3: Recent Developments and Future Outlook - In the first half of 2025, Ruizhi Pharmaceutical reported revenues of approximately 534 million CNY, a year-on-year increase of 14.75%, and a net profit of about 25.38 million CNY, up 140.35% [5]. - The company attributes its improved performance to the recovery of the pharmaceutical industry and effective management strategies, with expectations for continued growth [5]. - The latest private placement aims to enhance the actual controller's control over the company and demonstrate shareholder confidence in the company's future development [8].

Core Insights - The article highlights the significant stock price increase of RuiZhi Pharmaceutical (300149.SZ), which rose from a low of 4.86 CNY per share to a high of 15.28 CNY per share, marking a 214% increase over the past six months [1] - The company is progressing with a private placement to raise up to approximately 316 million CNY, with the issuance price set at 5.27 CNY per share, aimed at enhancing liquidity and repaying bank loans [2][3] Group 1: Stock Performance - RuiZhi Pharmaceutical's stock price has shown a remarkable recovery, closing at 12.69 CNY per share as of September 19, after a prolonged period below 10 CNY per share [1] - The company has experienced a significant turnaround in its stock performance, attributed to the recovery of the pharmaceutical industry and improved management strategies [5] Group 2: Fundraising and Financials - The private placement involves issuing no more than approximately 60.02 million shares, with the total fundraising amount not exceeding about 316 million CNY, which will be used to supplement working capital and repay bank loans [2][4] - RuiZhi Pharmaceutical's financial performance has been under pressure, with revenues of approximately 13.27 billion CNY, 11.38 billion CNY, and 9.7 billion CNY from 2022 to 2024, and net profits showing a decline in 2023 and 2024 [3][4] Group 3: Corporate Governance and Control - The private placement will result in RuiLian Investment becoming the controlling shareholder of RuiZhi Pharmaceutical, increasing the shareholding of its actual controller, WOO SWEE LIAN, from 21.18% to 29.66% [1][2] - The issuance aims to enhance the actual controller's control over the company and reflects shareholder confidence in the company's future development [7]

Group 1: Financial Performance and Market Strategy - The company aims to achieve significant revenue growth from the Boston laboratory, which is a key step in its global strategy, targeting increased overseas business and enhancing existing operations [2] - The company's revenue returned to a growth trajectory in the first half of the year, with profits turning positive, despite fluctuations in the stock price due to macroeconomic factors [3] - Domestic CRO service orders increased by over 40% year-on-year in the first half of the year, indicating strong market demand [5] Group 2: Operational Updates and Challenges - The company has temporarily halted operations at the Qidong large molecule production base due to a lack of improvement in the domestic CDMO market, while the Zhangjiang facility can meet current production demands [4] - The company is actively expanding its full-package service business, with multiple projects in negotiation, typically valued in the tens of millions of RMB [5] - The company is considering the acquisition of the Qidong facility based on market conditions and existing rental agreements [4] Group 3: Investor Relations and Future Plans - The company is in the process of responding to inquiries from the Shenzhen Stock Exchange regarding its refinancing efforts, which are progressing in an orderly manner [6] - The company emphasizes that its stock price is influenced by various factors, including market sentiment and economic conditions, and advises investors to be aware of investment risks [6] - The establishment of an industrial fund aims to drive business growth by investing in innovative pharmaceutical companies, ensuring business synergy with the company's operations [5]