Core Viewpoint - Yabao Chemical (300261.SZ) has signed a Strategic Supply Agreement with Heng Rui Pharmaceutical to establish a future-oriented strategic partnership aimed at promoting technological innovation and quality upgrades in the pharmaceutical industry [1] Group 1: Strategic Partnership - The agreement outlines a framework for collaboration to enhance the competitive strength of key segments in the pharmaceutical supply chain [1] - Both companies will focus on end-to-end collaboration mechanisms that include process research and development, commercial production, and continuous improvement [1] Group 2: Business Impact - The execution of this agreement is expected to provide immediate business contributions while optimizing customer structure and enhancing risk resistance [1] - It aims to validate comprehensive capabilities, deepen business layout, and strengthen brand effects, thereby establishing a solid foundation for long-term growth in innovative pharmaceutical CDMO business [1] Group 3: Strategic Development - The partnership will drive the acceleration of the "2+X" strategy, particularly focusing on the core pillar of innovative pharmaceuticals [1]

Core Viewpoint - The company Yabao Chemical has signed a strategic supply agreement with Heng Rui Pharmaceutical to establish a long-term partnership aimed at promoting technological innovation and quality upgrades in specific pharmaceutical intermediates and active pharmaceutical ingredients (API) [1] Group 1 - The agreement is a framework for a strategic cooperation relationship between the two companies [1] - The partnership aims to enhance the collaborative competitiveness in key segments of the pharmaceutical industry chain [1] - The agreement will remain effective until July 31, 2035, indicating a long-term commitment [1]

雅本化学（300261）(300261.SZ)公告，公司与恒瑞医药（600276）签署《供应战略协议》。双方就建 立面向未来的战略合作伙伴关系达成框架性协议，以共同推动特定医药中间体及原料药(API)产品的技 术创新与质量升级，强化医药产业链关键环节的协同竞争力，实现双方在医药先进制造领域的价值共 赢。该协议将长期生效，有效期直至2035年7月31日。 ...

Group 1 - The core viewpoint of the article is the strategic partnership established between Yabao Chemical and Hengrui Medicine through a supply strategic agreement aimed at collaborative management of the product lifecycle [1] - The agreement focuses on creating an end-to-end collaboration mechanism that includes process research and development, commercial production, and continuous improvement [1] - Yabao Chemical is confirmed as the strategic partner of Hengrui Medicine in the field of pharmaceutical intermediates and active pharmaceutical ingredients (APIs) [1]

证券代码：300261 证券简称：雅本化学 公告编号：2025-058 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。 重要内容提示： 1、2025 年 8 月 1 日，雅本化学股份有限公司（以下简称"公司"或"雅 本化学"）与江苏恒瑞医药股份有限公司（以下简称"恒瑞医药"）签署《供 应战略协议》（以下简称"本协议"）。双方就建立面向未来的战略合作伙伴 关系达成框架性协议，以共同推动特定医药中间体及原料药（API）产品（以下 简称"协议产品"）的技术创新与质量升级，强化医药产业链关键环节的协同 竞争力，实现双方在医药先进制造领域的价值共赢。本协议为后续双方推进具 体项目合作奠定了基础，不涉及具体交易金额，最终能否实施尚存在不确定性， 敬请广大投资者注意投资风险。 2、本协议的签署预计对公司本年度经营业绩不会产生重大影响，对公司未 来年度经营业绩的影响需根据后续具体合作情况而定，并以审计机构年度审计 确认后的结果为准。敬请广大投资者注意风险。 3、本协议的签署不构成关联交易，也不构成《上市公司重大资产重组管理 办法》规定的重大资产重组，无需提交公司董事会和股东会审议 ...

雅本化学公告，2025年8月1日，公司与恒瑞医药签署《供应战略协议》。双方就建立面向未来的战略合 作伙伴关系达成框架性协议，以共同推动特定医药中间体及原料药产品（API）的技术创新与质量升 级，强化医药产业链关键环节的协同竞争力，实现双方在医药先进制造领域的价值共赢。本协议为后续 双方推进具体项目合作奠定了基础，不涉及具体交易金额，最终能否实施尚存在不确定性。 ...

Market Overview - The agricultural chemical sector experienced a decline of 2.43% on July 31, with Hubei Yihua leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Individual Stock Performance - Yabao Chemical (300261) saw a significant increase of 12.09%, closing at 8.81 with a trading volume of 1.4172 million shares and a turnover of 1.216 billion yuan [1] - Other notable performers included Lier Chemical (002258) with a slight increase of 0.87% and Hongtaiyang (000525) with a 0.70% increase [1] - Conversely, Hubei Zhihua (000422) and Xingfa Group (600141) faced declines of 4.36% and 4.22% respectively, with trading volumes of 389,400 shares and 265,300 shares [2] Capital Flow Analysis - The agricultural chemical sector saw a net outflow of 577 million yuan from institutional investors, while retail investors contributed a net inflow of 526 million yuan [2] - The data indicates that retail investors were more active in the market compared to institutional investors on that day [2] Detailed Capital Flow for Selected Stocks - Yabao Chemical had a net inflow of 15 million yuan from institutional investors, while it experienced a net outflow of 87.29 million yuan from speculative funds [3] - Lier Chemical recorded a net inflow of 15.97 million yuan from institutional investors, with a minor net inflow of 1.82 million yuan from speculative funds [3] - Other stocks like Chuanheng Co. (002895) and Hongtaiyang (000525) also showed varied capital flows, indicating mixed investor sentiment [3]

Group 1: Company Announcements - Zhixiang Jintai received approval for clinical trials of its drug, Sileweimi Monoclonal Antibody Injection, for passive immunity in children and adolescents exposed to suspected rabies virus [1] - Liyuan Technology's actual controller, Shen Wanzhong, received a criminal judgment for violating information disclosure laws, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million yuan [1] - Shijia Photon reported a net profit of 217 million yuan for the first half of 2025, a year-on-year increase of 1712% [2] - Xinghua New Materials expects a net profit of 75 million to 85 million yuan for the first half of 2025, representing a year-on-year growth of 12.37% to 27.36% [3] - Greenland Holdings achieved a contract sales amount of 21.752 billion yuan in the second quarter, a year-on-year increase of 16.93% [4] Group 2: Shareholder Actions - Bluefeng Biochemical announced that a shareholder plans to reduce its stake by up to 2.61% [5] - Jiahe Meikang's shareholder intends to reduce its stake by up to 3% [5] - Lakaala reported that Lenovo Holdings reduced its stake by 535,960 shares, representing 0.68% of the total share capital [12] - Anji Food's controlling shareholder plans to reduce its stake by up to 2% [16] - Tongding Interconnect's shareholder plans to reduce its stake by up to 2.08% [20] Group 3: Strategic Partnerships and Investments - Yitian Intelligent signed distribution agreements with SMEG and Simico for a three-year period [6] - Daoshi Technology entered into a strategic cooperation agreement with Nengsida and Chipason to collaborate on materials for humanoid robot components [22]

Key Points - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors [2] Major Events - Xizang Tianlu experienced significant abnormal fluctuations in the trading of its convertible bonds, with a cumulative price increase exceeding 100% over seven trading days, leading to a closing price of 481.80 CNY per bond, representing a premium of 381.80% over the face value [3][4] - Huqin Technology plans to acquire 6% of Jinghe Integrated's shares for 2.393 billion CNY, with a transfer price of 19.88 CNY per share [4][5] - Liyuan Technology's actual controller received a criminal judgment for violating information disclosure regulations, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million CNY [6] - Huashi Technology's general manager had the detention measures lifted, allowing him to resume his duties [7] - Dongfang Materials' chairman resigned for personal reasons but will continue as a board member [8] - WuXi AppTec adjusted its share repurchase price limit to a maximum of 114.15 CNY per share [9] - ST Haihua's subsidiary plans to acquire 100% of Lixin Dingsheng for 43 million CNY [10] - Xizang Tourism clarified that it has not engaged in business cooperation related to the Yarlung Tsangpo River project amid stock price volatility [11][12] - Yabont Chemical decided to terminate its planned external investment in Gansu Haotian Technology [13] - Zhongbei Communication's subsidiary terminated its acquisition of a 55% stake in PT. Semesta Energi Services due to unmet conditions [14] - Quzhou Development plans to purchase shares of Xiandai Electronics and raise matching funds, leading to a temporary stock suspension [15] - Shenli Co. terminated its control change plan due to the buyer's failure to pay the agreed transaction price [16] Performance Reports - Greenland Holdings reported a 16.93% year-on-year increase in contract sales amounting to 21.752 billion CNY in Q2 2025 [17][18] - Lujiazui's net profit for the first half of 2025 was 815 million CNY, a decrease of 7.87% year-on-year [19] - Hongfa Co. achieved a net profit of 964 million CNY in the first half of 2025, reflecting a 14.19% increase [20] - Nanya New Materials expects a net profit increase of 44.69% to 71.82% in the first half of 2025 [21] - ST Tianwei anticipates a significant net profit increase of approximately 2064.85% year-on-year [22] - Fudan Microelectronics expects a net profit decrease of 39.67% to 48.29% in the first half of 2025 [23][24] - Sains expects a net profit decrease of 57.53% to 60.13% despite revenue growth [25] - Baotai anticipates a net loss reduction of 110 million to 140 million CNY in the first half of 2025 [26] Major Contracts - China CNR signed several major contracts totaling approximately 32.92 billion CNY [27] - Wantong Intelligent Control entered into an exclusive authorization agreement in the embodied intelligence field [28] - Anhui Construction won a bid for a highway concession project with an estimated total investment of 3.614 billion CNY [29] - Tiantian Technology's subsidiary signed a procurement order worth 400 million CNY for copper-lithium composite strips [30] - Daoshi Technology signed a strategic cooperation agreement related to humanoid robots [31] Shareholding Changes - Suzhou Planning's shareholders plan to reduce their holdings by up to 4.5% [32] - Jiahe Meikang's shareholder plans to reduce holdings by up to 3% [33] - Huaye Fragrance's controlling shareholder plans to reduce holdings by up to 3% [34] - Lanfeng Biochemical's shareholder plans to reduce holdings by up to 2.61% [35] - Anji Food's actual controller plans to reduce holdings by up to 2% [37] - Saiwei Electronics' National Integrated Circuit Fund reduced its holdings by 1.06% [38] - Lakala's Lenovo Holdings reduced its holdings by 535,960 shares [39] Share Buybacks - Shima Power plans to repurchase shares worth 300 million to 400 million CNY [40]

雅本化学此前表示，公司着眼全球战略布局，构建由六个核心生产基地与两个参股协作生产基地共同组 成的供应链格局。其中，太仓基地全力推进转型升级，从传统农、医药中间体生产，向战新产品领域拓 展；南通基地依托先进工艺与设备，从事创新农药高级中间体高端定制；盐城基地作为公司唯一具备农 药全产业链生产能力的基地，满足定制客户需求的同时凭借丰富产品线参与市场竞争；兰州基地推动数 字化建设，保障新订单高效落地，并以医药中试助力研发成果商业化；上虞基地具备生物酶产品快速规 模化的生产能力；马耳他基地借助独特区位优势，聚焦原料药及特色API定制生产，助力国内外资源整 合，拓展欧洲市场。 7月29日晚间，雅本化学（300261）发布公告称，公司拟终止筹划对外投资收购甘肃皓天科技股份有限 公司部分存量股份和/或认购新增注册资本的事项。此前，公司曾披露拟终止筹划对外投资的提示性公 告。 公司半年度业绩预告显示，今年上半年，公司归属于上市公司股东的净利润为亏损1000万元—500万 元，上年同期亏损5201.36万元。公司表示，报告期内，公司持续聚焦主业，深化客户合作，全力推动 年度经营计划落地实施。在此基础上，公司半年度业绩较上年同期 ...