Company Announcements - Zhaowei Electromechanical plans to reduce its shareholding by no more than 1.5%, equating to approximately 3.6 million shares [1] - China CNR Corporation has signed several major contracts totaling approximately 54.74 billion yuan, representing about 22.2% of its expected revenue for 2024 [2] - Yunnan Copper is planning to acquire a 40% stake in Liangshan Mining, leading to a temporary suspension of its stock [2] - Sunshine Nuohua intends to acquire 100% of Langyan Life, with its stock set to resume trading [3] - Wolong Materials is planning to issue H-shares and apply for a listing on the Hong Kong Stock Exchange [3] - Hanyu Pharmaceutical has signed a joint development agreement for a novel peptide drug targeting metabolic diseases [3] - Lijun Co. confirms that its operations are normal and there are no undisclosed significant matters [3] Investments & Acquisitions - China Medical plans to acquire 100% of Jinsui Technology for 302 million yuan [4] - Shuangyi Technology intends to acquire 100% of Marky Industries for 18 million AUD, along with specific assets [5] Strategic Partnerships - Sileck has signed a strategic cooperation agreement with Lihua Power for the development of large cylindrical batteries [6] - Hongchang Technology plans to invest 15 million yuan in a humanoid robot industry chain company [7] - Macroview Technology is establishing a wholly-owned subsidiary focused on artificial intelligence [8] - Yihua Jiaye has signed a strategic cooperation framework agreement with Hanyu Pharmaceutical and Hanyu Health to develop a sleep health ecosystem [9] - Wanda Film is investing in Lezi Tiancheng and will engage in strategic cooperation in IP toy product development [10] Shareholding Changes - Tiandi Online's controlling shareholder is transferring 6.97% of its shares to introduce a strategic investor [12] - Longjiang Transportation plans to reduce its shareholding by no more than 3% [13] - Boyun New Materials intends to reduce its shareholding by no more than 3% [14] - Tongrun Equipment's major shareholder plans to reduce its stake by no more than 2% [15] Financing & Capital Increase - Tangyuan Electric plans to raise no more than 864 million yuan through a private placement [16] - Shangsheng Electronics intends to issue convertible bonds to raise up to 330 million yuan [17] Other Developments - Xianju Pharmaceutical has obtained a domestic production registration certificate for Dydrogesterone tablets [18] - Rongchang Bio has received a clinical trial application acceptance notice for its antibody-drug conjugate RC278 [19] - Jiangsu Leili's subsidiary Dingzhi Technology is implementing a stock incentive plan [20]

Group 1: Stock Suspension and Resumption - Sunshine Nuohuo plans to acquire 100% equity of Langyan Life Science, leading to stock resumption. Langyan Life focuses on high-end chemical drugs and APIs, having established a mature pharmaceutical production system over the years [1] - Yunnan Copper is planning to purchase 40% equity of Liangshan Mining, resulting in stock suspension [2] Group 2: Mergers and Acquisitions - China Pharmaceutical intends to acquire 100% equity of Jinsui Technology for 302 million yuan. Jinsui Technology specializes in e-commerce operations, covering personal health consumer products and has established partnerships with well-known brands like Philips and Omron [3] Group 3: Share Buybacks and Increases - Tianqiao Hoisting's controlling shareholder plans to increase holdings of the company's shares by 75 million to 150 million yuan [4] Group 4: Investment Cooperation and Business Status - Kute Intelligent is collaborating with Huawei to upgrade AI Agent 2.0, expected to be completed by 2025 [5] - Heng'erda has completed the signing of an acquisition agreement for the German grinding machine company SMS [6] - Hongchang Technology plans to invest 15 million yuan in Guangdong Liangzhi Joint Technology, focusing on the humanoid robot industry chain [6] - Hongjing Technology intends to establish a wholly-owned subsidiary, Shenzhen Digital Zongheng Technology Co., Ltd., with an investment of 10 million yuan, focusing on AI hardware sales and innovation services [6] - Hanyu Pharmaceutical has signed a joint development agreement for a GLP-1R/GIPR/GCGR triple agonist peptide innovative drug with Carbon Cloud Smart Peptide [7] - Longsheng Technology's project with Silis for new energy vehicle motor semi-assemblies is expected to start supplying in the second half of 2025 [8] - Yihe Jiaye has signed a strategic cooperation framework agreement with Hanyu Pharmaceutical and Hanyu Health to develop a sleep health ecosystem [8] - Nanjing Steel's wholly-owned subsidiary successfully bid for the exploration rights of Fanqiao Iron Mine for 920 million yuan [9] - Wanda Film plans to invest in Lezi Tiancheng and engage in strategic cooperation [10] - CRRC has signed major contracts totaling 54.74 billion yuan, accounting for 22.2% of the company's projected revenue for 2024 under Chinese accounting standards [11] - Sileck has signed a strategic cooperation agreement with Lihua Power for the 46 series large cylindrical batteries [12]

特别风险提示： 1、本品处于临床前研发阶段，创新药物的研发周期较长，存在一定的不确 定性，若临床前或临床阶段未达预期，将对项目推进及成果转化造成影响。 2、三靶点的多重激动剂目前全球范围内尚无类似药品获得市场销售许可。 目前在研有礼来的 Retatrutide（GLP-1/GIP/GCG 三靶点激动剂），处于Ⅲ期临床 （肥胖适应症），未来上市后将受到市场、环境变化等不确定因素影响，存在较 大不确定性。 3、药品获批上市需通过严格的监管审批流程，存在审评周期延长或审批不 通过的风险。 证券代码：300199 证券简称：翰宇药业 公告编号：2025-025 深圳翰宇药业股份有限公司 关于签署《GLP-1R/GIPR/GCGR三重激动剂 多肽创新药物联合开发协议》的公告 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。 4、本品尚处于双方合作开发阶段，对公司本年度及未来经营业绩的影响存 在不确定性，敬请广大投资者注意投资风险。 一、事件概述 2025 年 5 月 9 日，深圳翰宇药业股份有限公司（以下简称"公司"或"翰宇 药业"）召开第六届董事会第四次会议，审议通过了 ...

证券代码：300199 证券简称：翰宇药业 公告编号：2025-024 深圳翰宇药业股份有限公司 第六届董事会第四次会议决议公告 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。 一、董事会会议召开情况 深圳翰宇药业股份有限公司（以下简称"公司"或"翰宇药业"）于 2025 年 5 月 8 日以电子邮件并电话通知方式向公司全体董事发出了关于召开第六届董事会 第四次会议的通知。 本次会议于 2025 年 5 月 9 日上午 11:00 在公司龙华总部 2006 董事会会议室 以现场结合通讯方式召开。会议应出席董事 9 人，实际出席会议董事 9 人，其中 董事兼董事会秘书杨笛女士、独立董事胡文言先生、康志红女士以通讯表决方式 出席会议。本次会议由董事长曾少贵先生召集和主持，公司监事及高级管理人员 列席了本次会议。 本次会议的召集、召开符合《中华人民共和国公司法》和《公司章程》的有 关规定，会议决议合法、有效。 二、董事会会议审议情况 （一）审议通过《关于签署的议案》； 经审核，董事会认为本项目与公司战略高度契合。基于前期合作成果，为进 一步推动项目进展，董事会同意公 ...

证券代码：300199 证券简称：翰宇药业 深圳翰宇药业股份有限公司 投资者关系活动记录表 编号：2025-001 | | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | 投资者关系活动类别 | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） 个人投资者：线上参与公司2024年度暨2025第一季度网上业绩说明 | | | 会的投资者 | | | 机构投资者（排名不分先后）：中信建投、国盛证券、民生证券、方 | | 参与单位名称及人员姓名 | 正证券、华福证券、中泰证券、招商证券、国联民生证券、信达证券、 | | | 兴业证券、财通证券、东方证券、国投证券、浙商证券、申万宏源研 | | | 究、华创证券、华安证券、Citi等多家机构 | | 时间 | 2025年05月08日 15:30-17:00 | | 地点 | 东方财富路演（https://roadshow.eastmoney.com/）网络互动 | | 上市公司接待人员姓名 | 董事长、总裁 曾少贵 | | | 董事、执行总裁 PINXIANG YU ...

Core Viewpoint - The impact of the U.S. "reciprocal tariffs" on Chinese pharmaceutical companies is limited, with many companies reporting normal operations and minimal effects on their business [1][2][4][7][12]. Group 1: Company Responses - Heng Rui Pharmaceutical reported that overseas sales account for only 2.56% of its revenue, indicating that U.S. tariffs have a minimal impact on its business [1]. - Han Yu Pharmaceutical stated that it has a diversified market presence across North America, Asia, Europe, and South America, which mitigates risks from single market policy changes [2]. - Bai Yang Pharmaceutical noted that its supply chain is globally diversified, and the impact of tariffs is minimal [3]. - WuXi AppTec acknowledged that tariffs will have some impact but emphasized their optimized supply chain and management practices to minimize effects [4]. - Kangtai Biological confirmed that it has no products exported to the U.S. and is focusing on markets along the Belt and Road [5]. Group 2: Industry Trends - The medical device industry in China is rapidly developing, with companies like Mindray Medical actively seeking alternatives for U.S. imported raw materials [5]. - Companies are increasingly focusing on domestic production and local supply chains to counteract potential tariff impacts [6][8]. - The vaccine industry in China is evolving, with companies like CanSino Biologics transitioning from followers to leaders in vaccine technology [8][9]. - The overall sentiment among Chinese pharmaceutical companies is that the current tariff situation presents an opportunity for domestic substitution and innovation [10][12].

Group 1 - US stock market experienced a decline with the Dow Jones down 0.95%, Nasdaq down 0.87%, and S&P 500 down 0.77% [1] - Popular Chinese concept stocks saw significant gains, with Xiaoma Zhixing up over 47%, Wenyan Zhixing up over 31%, and Bitdeer up over 6% [1] - Tesla faced challenges in Europe with double-digit declines in six major markets, including a two-year low in the UK and nearly a halving in Germany [8] Group 2 - The US trade deficit expanded to a record high of $140.5 billion in March [2] - The Trump administration is preparing to issue an executive order aimed at accelerating the deployment of nuclear reactors [4] - Huang Renxun stated that the Chinese AI chip market is expected to reach a scale of $50 billion [5] Group 3 - The European Union is considering countermeasures against the US, planning to impose tariffs on $100 billion worth of US goods if negotiations fail [9] - COMEX gold futures saw a rise of over 3%, with prices surpassing $3,400 per ounce [10] Group 4 - The Chinese government plans to implement a package of financial policies to stabilize the market and expectations [11][12] - The Ministry of Commerce announced that China has agreed to engage in talks with the US [12] - The first quarter GDP growth in China was reported at 5.4% year-on-year, with confidence in achieving a 5% growth target by 2025 [20] Group 5 - The quantum computing industry in China is advancing with the launch of a fourth-generation quantum computing measurement and control system [16][21] - The DRAM market is expected to grow significantly, with a 42.5% year-on-year increase to $26.729 billion in Q1 2025, driven by AI server demand and recovery in PC and mobile sectors [21] - Huawei is set to unveil its HarmonyOS PC, marking a significant development in domestic computer technology [22][23]

Group 1 - Ningde Times announced a share buyback plan with a total fund of 40 billion to 80 billion yuan, having repurchased 6.641 million shares, accounting for 0.1508% of the total share capital, with a total expenditure of 1.551 billion yuan [1] - Guoxin Technology successfully tested its quantum-resistant password chip AHC001, which is based on a domestic 28nm process and features low power consumption and high security, aimed at high-security applications [2] - Jingcheng Co. plans to introduce investors through a capital increase and share expansion for its subsidiary Tianhai Hydrogen Energy, with details yet to be determined [3] Group 2 - Weir Shares' shareholder plans to exchange up to 10 million shares for an open-ended index fund, representing 0.82% of the total share capital, aimed at optimizing asset allocation [4] - Zhejiang University Network New committed 33 million yuan to invest in a venture capital fund focusing on artificial intelligence and robotics, with a total target size of 100 million yuan [5] - Huayi Group intends to acquire 60% of San Aifu for 4.091 billion yuan to expand its business in fluorine fine chemicals, with funding sourced from its own or self-raised funds [6] Group 3 - Huina Technology's controlling shareholder is planning a change of control, leading to a temporary suspension of stock trading [7] - Tongyu Heavy Industry's actual controller will change from Zhuhai State-owned Assets Supervision and Administration Commission to Shandong State-owned Assets, following a share transfer agreement [8] - Kangxi Communication terminated its major asset restructuring plan and shifted to a strategic investment plan to acquire 35% of Shenzhen Chip Zhongxin Technology [9] Group 4 - Huafeng Measurement Control's shareholder plans to transfer 2.9% of its shares due to funding needs, with the transfer price set at a minimum of 70% of the average trading price over the previous 20 trading days [10] - Xiangyuan Cultural Tourism reported a 50.47% year-on-year increase in revenue during the May Day holiday [13] - Sairisi's April new energy vehicle sales increased by 12.99% year-on-year [13]

药物名称：利拉鲁肽原料药 药物英文名称：Liraglutide 深圳翰宇药业股份有限公司 关于全资子公司利拉鲁肽原料药 获得韩国MFDS受理的公告 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。 近日，深圳翰宇药业股份有限公司（以下简称"公司"或"翰宇药业"）全 资子公司翰宇药业（武汉）有限公司的利拉鲁肽原料药获得韩国食品药品安全厅 （以下简称"MFDS"）的审批受理。现将具体情况公告如下： 证券代码：300199 证券简称：翰宇药业 公告编号：2025-023 一、药物的基本情况 三、对公司的影响 利拉鲁肽原料药获得受理后仍需 MFDS 审批通过后方可上市销售，最终审 批结果尚存在不确定性。未来上市后，将有效提升公司在行业中的竞争力，有望 对公司未来的业绩增长和行业地位产生积极推动作用。 特此公告。 深圳翰宇药业股份有限公司董事会 2025 年 5 月 7 日 注册号：20250425-210-J-1880 药物生产商：翰宇药业（武汉）有限公司 二、药物的其他情况 利拉鲁肽是人胰高血糖素样肽-1（Glucagon-like peptide-1，GLP-1）的 ...

翰宇药业（300199）公告，全资子公司翰宇武汉于近日收到《高新技术企业证书》，发证时间为2024年 12月16日，有效期为三年。翰宇武汉此前已按15%的企业所得税税率进行纳税申报及预缴，本次通过高 新技术企业的重新认定不会对公司经营业绩产生重大影响。 ...