浙江我武生物科技股份有限公司 关于获得皮炎诊断贴剂 02 贴药物临床试验批准 通知书的公告 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。 日前，浙江我武生物科技股份有限公司（以下简称"公司"）从国家药品监 督管理局政务服务门户网站下载获得《药物临床试验批准通知书》（通知书编号： 2025LP01362、2025LP01363、2025LP01364），由公司提交的"皮炎诊断贴剂 02 贴"（以下简称"本品"）药物临床试验申请获得批准。现将有关内容公告 如下： 一、基本情况 产品名称：皮炎诊断贴剂02贴 注册分类：治疗用生物制品1类 申请事项：境内生产药品注册临床试验 剂型：贴剂 证券代码：300357 证券简称：我武生物 公告编号：2025-019 号 申请适应症：用于斑贴试验，辅助诊断与卡松、对苯二胺、甲醛致敏相关的 变应性接触性皮炎。 药品注册申请人：浙江我武生物科技股份有限公司 根据《中华人民共和国药品管理法》及有关规定，经审查，皮炎诊断贴剂02 贴临床试验申请符合药品注册的有关要求，同意开展临床试验。 二、后续流程 本品获得《药物临床试验批准通知书》 ...

Group 1 - Shengxiang Bio plans to increase its investment in Hunan Shengwei Kunteng Biotechnology Co., Ltd. by 100 million yuan to enhance its industrial chain layout in the POCT field, resulting in a 44.6441% stake in Shengwei Kunteng after the investment [1] - Yaguang Technology's subsidiary Chengdu Yaguang signed a product pre-production agreement worth 101 million yuan, accounting for 10.56% of the company's audited revenue for the last fiscal year [1] Group 2 - Chutianlong's shareholder plans to reduce its stake by up to 3%, equating to 13.83 million shares, due to personal funding needs [2] - Naipu Mining intends to invest up to 45 million USD in Swiss Veritas Resources AG, acquiring a 22.5% stake to extend its industrial chain [2][3] Group 3 - Diri Medical's shareholder plans to reduce its stake by up to 3%, totaling 814.83 thousand shares, due to funding needs [4] - Kangtai Medical's controlling shareholder plans to reduce its stake by up to 2.99%, equating to 12 million shares [5] Group 4 - Iwu Bio's controlling shareholder plans to transfer up to 450 thousand shares through block trading, representing 0.86% of the total share capital [7] - Guokai Hengtai's four shareholders plan to collectively reduce their stake by up to 4.7%, totaling 22.94 million shares [9] Group 5 - *ST Zhongcheng submitted a hearing application to the Shenzhen Stock Exchange in response to a delisting notice [10] - Donghua Software's actual controller and associated parties plan to reduce their stake by up to 1%, totaling 32.05 million shares [12] Group 6 - Shandong Molong's shareholder reduced its H-share holdings by 107 million shares, representing 13.39% of the total share capital [12] - Yinbang Co.'s shareholder plans to reduce its stake by up to 1%, totaling 821.92 thousand shares [13] Group 7 - Jinxinnong reported April sales of 10.65 million pigs, generating sales revenue of 139 million yuan, with an average selling price of 15.05 yuan per kilogram [14] - Dongfang Jiasheng purchased 9.54 million shares of Zhonggu Logistics for approximately 99.72 million yuan, representing 4.18% of the company's net assets [15] Group 8 - Linglong Tire's controlling shareholder received a financing commitment of up to 270 million yuan for stock repurchase [16] - Wuchan Jinlun's shareholder plans to reduce its stake by up to 3%, totaling 619.77 thousand shares [18] Group 9 - Pengyao Environmental's directors and executives plan to collectively reduce their stake by up to 0.07% [19] - Ruihu Mould's controlling shareholder plans to reduce its stake by up to 1.92%, totaling 401.89 thousand shares [20] Group 10 - Electric Alloy's shareholder plans to reduce its stake by up to 0.63%, totaling 210.88 thousand shares [22] - Shanghai Xinyang's controlling shareholder plans to reduce its stake by up to 0.64%, totaling 200 thousand shares [24] Group 11 - Sujiao Ke's controlling shareholder plans to acquire up to 2% of the company's shares from a fund [26] - Heyuan Bio's shareholders plan to reduce their stake by up to 1%, totaling 649.04 thousand shares [27]

Group 1 - The controlling shareholder, WoW Consulting, plans to reduce its stake in WoW Bio (300357) by up to 4.5 million shares through block trading, representing 0.86% of the total share capital [1] - The actual controller, Hu Gengxi, will be the buyer of the shares being sold [1] - The company's director and deputy general manager, Zhang Lu, intends to reduce his holdings by up to 300,000 shares through centralized bidding, accounting for 0.06% of the total share capital [1] Group 2 - The reasons for the share reductions are stated as funding needs [1]

Group 1 - The controlling shareholder of the company plans to reduce its stake by up to 4.5 million shares through block trading, representing 0.86% of the total share capital [1] - The company's director and deputy general manager, Zhang Lu, intends to sell up to 300,000 shares through centralized bidding, accounting for 0.06% of the total share capital [1] - The reduction plan will not lead to a change in the company's control or affect its governance structure and ongoing operations [1]

证券代码：300357 证券简称：我武生物 公告编号：2025-018 号 浙江我武生物科技股份有限公司 关于控股股东与实际控制人之间通过大宗交易方式转让公司股 份以及董事、高级管理人员减持股份的预披露公告 股东浙江我武管理咨询有限公司、胡赓熙、张露保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 直接持有浙江我武生物科技股份有限公司（以下简称"公司"）203,454,131 股（占公司总股本比例 38.86%）的控股股东浙江我武管理咨询有限公司（以下 简称"控股股东"或"我武咨询"）计划自本公告披露日起 15 个交易日后的 3 个月内以大宗交易方式减持公司股份不超过 4,500,000 股（含本数），即不超过公 司总股本比例 0.86%。我武咨询本次通过大宗交易方式减持公司股份的受让方为 公司实际控制人之一的胡赓熙先生。 公司董事、副总经理张露女士直接持有公司股份 1,800,000 股（占公司总股 本的 0.34%），计划自本公告披露日起 15 个交易日后的 3 个月内以集中竞价交易 方式减 ...

3、涉案的金额：10,961,305.35 元及利息 3,215,093.51 元（暂计） 4、对上市公司损益产生的影响：因本次诉讼尚在审理中，目前无法预计对 公司本期及期后损益或所有者权益的影响。 证券代码：300357 证券简称：我武生物 公告编号：2025-017 号 浙江我武生物科技股份有限公司 关于公司涉及诉讼事项的进展公告 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。 重要内容提示： 1、案件所处的诉讼阶段：一审，审理中 2、上市公司所处的当事人地位：原告 浙江我武生物科技股份有限公司（以下简称"公司"或"原告"）已就上海 利合股权投资合伙企业（有限合伙）违反承诺减持公司股票事项向上海市浦东新 区人民法院（以下简称"法院"）提起诉讼，并于 2024 年 7 月 5 日收到法院发 出的立诉前调解案号为（2024）沪 0115 民诉前调 66428 号的通知，详见公司在 深圳证券交易所网站和符合中国证监会规定条件的媒体上于 2024 年 7 月 8 日披 露的《关于公司涉及诉讼的公告》（公告编号：2024-017 号）。2024 年 9 月 6 日， ...

Core Viewpoint - The company maintains a buy rating, with steady growth in its core product, dust mite drops, and rapid expansion of the new product, Artemisia annua drops, alongside continuous enrichment of prick test products and multiple advancements in R&D [1][2]. Financial Performance - The company adjusts its EPS forecasts for 2025-2026 to 0.67 and 0.79 yuan, respectively, and introduces a new EPS forecast of 0.92 yuan for 2027, reflecting the acceleration of its second-largest product's growth [2]. - The company expects a stable revenue growth for the year 2024, projecting an operating income of 925 million yuan (+9.10%) and a net profit attributable to shareholders of 318 million yuan (+2.46%) [2]. - In Q4 alone, the company achieved an operating income of 195 million yuan (+11.90%) and a net profit attributable to shareholders of 46 million yuan (+13.82%) [2]. Product Performance - Revenue from dust mite drops reached 886 million yuan (+7.86%) in 2024, remaining the company's pillar business, while Artemisia annua drops generated 27.01 million yuan (+76.43%) [3]. - The approval of pediatric indications and corresponding prick test solutions, along with clinical validation of pollen season treatment plans, has enhanced patient acceptance and expanded market coverage through patient assistance programs [3]. R&D and Product Development - Revenue from prick test products grew significantly, reaching 7.30 million yuan (+103.08%) in 2024, driven by the approval of three new pollen prick test solutions [4]. - The company currently has eight approved prick test products and is conducting clinical research on additional products, indicating a shift in product positioning from auxiliary desensitization products to allergen screening tools [4]. - Ongoing R&D includes the development of inhaled solutions and dermatitis diagnostic patches, with clinical trials for dust mite membrane agents approved, and other treatments in preclinical stages [4].

Investment Rating - The report maintains a "Buy" rating for the company [3][11]. Core Views - The company's core product, Dust Mite Drops, is steadily growing, while the new product, Artemisia Annua Drops, is rapidly gaining market traction. The company is also expanding its product line with various prick test solutions and making continuous progress in R&D [3][11]. - The revenue for 2024 is projected to be 925 million yuan, reflecting a growth of 9.1%, with a net profit of 318 million yuan, an increase of 2.5% [11]. - The company is focusing on enhancing its market presence, particularly in northern regions, and has initiated patient assistance programs to improve product coverage [11]. Financial Summary - **Revenue and Profit Forecasts**: - 2023A: Revenue 848 million yuan, Net Profit 310 million yuan - 2024A: Revenue 925 million yuan (+9.1%), Net Profit 318 million yuan (+2.5%) - 2025E: Revenue 1,061 million yuan (+14.6%), Net Profit 353 million yuan (+11.0%) [5][12]. - **Earnings Per Share (EPS)**: - 2024A: 0.61 yuan - 2025E: 0.67 yuan - 2026E: 0.79 yuan - 2027E: 0.92 yuan [11][12]. - **Valuation Metrics**: - The report assigns a PE ratio of 35X for 2025, with a target price of 23.58 yuan [11][12]. Product Performance - **Dust Mite Drops**: Revenue reached 886 million yuan in 2024, growing by 7.86% [11]. - **Artemisia Annua Drops**: Revenue of 27.01 million yuan, a significant increase of 76.43% [11]. - **Prick Test Solutions**: Revenue of 7.30 million yuan, with a growth of 103.08% due to new product approvals [11]. R&D Progress - The company has multiple projects in the pipeline, including new prick test solutions and clinical trials for various products, indicating a robust R&D strategy [11].

Core Viewpoint - Iwubio has demonstrated steady growth in its financial performance, with a focus on innovation in the desensitization treatment sector, positioning itself as a leader in a competitive market [1] Group 1: Financial Performance - For the year 2024, Iwubio reported a revenue of 925 million yuan, representing a year-on-year growth of 9.10% [1] - The net profit attributable to shareholders was 318 million yuan, an increase of 2.46% year-on-year [1] - In Q1 2025, the company achieved a revenue of 228 million yuan, up 5.7% year-on-year, with a net profit of 74 million yuan, reflecting a growth of 1.5% [1] - Operating cash flow for Q1 2025 reached 85.88 million yuan, marking a significant increase of 96.2% [1] - Cumulatively, the company has distributed over 850 million yuan in cash dividends since its listing, which is approximately four times the amount raised during its IPO [1] Group 2: Competitive Advantages - Iwubio has established three competitive barriers: technological innovation, product scarcity, and industry leadership [2][3][4] - The company invested 125 million yuan in R&D in 2024, accounting for 13.48% of its revenue, which is above the industry average [2] - Iwubio's product "Dust Mite Drops" is the only sublingual desensitization treatment available in China, providing a significant advantage in terms of safety and convenience compared to subcutaneous alternatives [3] - The market share of Iwubio's "Dust Mite Drops" has consistently remained above 81.72%, confirming its leading position in the domestic desensitization treatment market [4] Group 3: Growth Potential - The allergy treatment market is expected to grow due to the increasing prevalence of allergic diseases, with reports indicating that around 40% of the Chinese population suffers from such conditions [5] - Iwubio's "Dust Mite Drops" and "Artemisia Pollen Sublingual Drops" have shown significant growth, with the latter achieving a 76.43% increase in 2024 [5] - The company is expanding its product offerings in the allergy testing market, with new products like "Pollen Skin Prick Test Solutions" receiving market approval [5] - Iwubio is also venturing into stem cell therapies and natural medicines, aiming to create a second growth curve [6] - The company has identified a drug molecule for antibiotic-resistant tuberculosis and is advancing its clinical research [6] Group 4: Strategic Outlook - Iwubio's strategic positioning in the allergy treatment sector, combined with its innovative approaches in stem cell and natural medicine, suggests a robust growth trajectory [7] - The company is well-positioned to navigate the evolving pharmaceutical landscape, focusing on both maintaining its core allergy treatment business and exploring new therapeutic areas [7]

Group 1: Market Competition and Product Strategy - The domestic allergy treatment market growth has slowed to 8%, with competitors like Novartis and ALK accelerating sublingual desensitization therapy [1] - The company has three dust mite desensitization drugs approved for nationwide sale, including its own "Dust Mite Drops" [1] - The company is not concerned about competition, believing that more participants can help expand the market [1] Group 2: Cost Structure and Financial Management - The company's main product costs remained stable in 2024, with a high gross margin [2] - Future cost optimization will focus on external procurement and production planning, although the potential for significant cost reduction is limited due to high margins [2] - The company has entrusted financial management with an amount of 206.5 million yuan, with an unexpired balance of 194.838 million yuan [2] Group 3: Research and Development Focus - The company is developing new major medical products, including stem cell therapies and natural drugs (anti-drug-resistant antibiotics) [2][4] - Current R&D investments are primarily focused on allergen products, with plans to enter new medical fields [4] - New drug development cycles are long and risky, making it difficult to predict product launch timelines [4] Group 4: Industry Standards and Regulatory Compliance - The company has established its own drug registration standards, which have been approved by the National Medical Products Administration [4] - Participation in industry standard formulation enhances the company's influence and competitiveness in the allergy treatment sector [4]