证券代码：300404 证券简称：博济医药 公告编号：2026-006 博济医药科技股份有限公司 关于已回购股份减持结果暨股份变动公告 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。 博济医药科技股份有限公司（以下简称"公司"）于 2026 年 2 月 24 日召开 了第五届董事会第十九次会议，审议通过了《关于回购股份集中竞价减持计划的 议案》，根据公司于 2024 年 2 月 6 日在巨潮资讯网上披露的《回购报告书》中 的回购股份用途约定，公司董事会同意公司将本次用于维护公司价值及股东权益 回购的股份以集中竞价方式减持，拟减持数量不超过 2,667,000 股，占目前公司 总股本的 0.69%，减持期间为自本公告发布之日起 15 个交易日之后六个月内（即 2026 年 3 月 19 日至 2026 年 9 月 18 日，根据中国证监会及深圳证券交易所相关 规定禁止减持的期间除外，下同），减持价格根据减持时的二级市场价格确定。 具体内容详见公司于 2026 年 2 月 25 日在巨潮资讯网上披露的《关于回购股份集 中竞价减持计划的公告》（公告编号：2026-0 ...

证券代码：300404 证券简称：博济医药 公告编号：2026-005 根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关 规定，上市公司采用集中竞价交易方式出售回购股份的，应当在首次出售回购股 份事实发生的次一交易日披露出售进展情况。现将有关情况公告如下： 一、公司已回购股份基本情况 2024 年 2 月 5 日，公司召开第五届董事会第五次会议和第五届监事会第五 次会议，审议通过了《关于回购公司股份方案的议案》。2024 年 2 月 6 日至 2024 年 3 月 1 日期间，公司通过回购专用证券账户以集中竞价方式累计回购公司股份 2,667,000 股，占公司当时总股本的比例为 0.70%，回购的最高成交价为 7.81 元/ 股，最低成交价为 5.04 元/股，成交总金额为人民币 15,096,826.00 元（不含交易 费用）。具体内容详见公司于 2024 年 3 月 5 日在巨潮资讯网上披露的《关于回购 公司股份进展暨回购结果的公告》（公告编号：2024-016）。 1 博济医药科技股份有限公司 关于首次减持回购股份的公告 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， ...

Investment Rating - The report maintains a "Positive" investment rating for the clinical CRO industry [2] Core Insights - The clinical CRO industry is expected to enter a new growth cycle driven by improved supply-demand dynamics, with significant increases in order volume and pricing anticipated [3][5] - The domestic clinical CRO market is projected to reach a scale of 95.56 billion RMB by 2030, with a compound annual growth rate (CAGR) of approximately 13% from 2024 to 2030 [3][31] - The report highlights the increasing recognition of China's clinical trial quality on a global scale, suggesting that leading domestic CROs may expand internationally alongside innovative drug business development (BD) [3][38] Demand Summary - The demand for clinical CRO services is closely linked to the progress of clinical trials, with a notable recovery in innovative drug financing observed in 2025, where the financing amount reached 14.684 billion USD, a year-on-year increase of approximately 127% [3][17] - The number of clinical IND approvals in China for 2025 was 2,703, reflecting a year-on-year growth of about 19%, indicating a resurgence in clinical trial activities [3][27] - The report notes that the number of early-phase clinical trials (I and II) has also increased significantly, with I phase trials up by 13% and II phase trials up by 42% in 2025 [3][27] Supply Summary - The clinical CRO industry is characterized by a highly fragmented competitive landscape, with the leading company, Tigermed, holding only 12.8% market share as of 2023 [4][44] - The report indicates that many smaller companies are exiting the market due to previous demand shortages, leading to a consolidation of market share among larger players [4][46] - The average number of clinical trials per CRO company has increased by 20.6% year-on-year, indicating a trend towards greater concentration in the industry [4][55] Performance Tracking - The report anticipates a recovery in order prices for clinical CROs, with new order prices beginning to rise in 2025 after a period of decline [5][6] - The revenue trends for clinical CRO companies are showing signs of stabilization, with expectations for improved profitability as order prices recover [5][6] - Leading companies are expected to see significant improvements in their profit margins as new order prices increase [5][6] Recommended Companies - **Tigermed**: A leading global clinical CRO with a projected revenue of 6.66-7.68 billion RMB for 2025, representing a year-on-year growth of about 9% [7] - **Norse**: A specialized clinical CRO with a broad business scope, showing a year-on-year revenue growth of 24.48% in Q3 2025 [7] - **Prasis**: A leading SMO in China, with a significant increase in new contracts, showing a year-on-year growth of 40.12% in 2025 [7] - **Bohui Pharma**: Focused on one-stop R&D outsourcing, with a strong order reserve and consistent growth in new orders [7]

Group 1 - The company Boji Pharmaceutical (300404) announced on its interactive platform that its annual report for 2025 will be disclosed on April 25, 2026 [1]

Group 1 - The company, Boji Pharmaceutical (300404.SZ), announced on February 24, 2026, that it will hold the 19th meeting of the fifth board of directors to review a share repurchase plan [1] - The board approved a plan to repurchase shares for the purpose of maintaining company value and shareholder rights, with a maximum repurchase quantity of 2.667 million shares, representing 0.69% of the current total share capital [1]

Group 1: Financial Performance - Hengyu Environmental reported a revenue of 294 million yuan for 2025, an increase of 89.87%, and a net profit of 35.93 million yuan, up 106.25% [1] - Zhongke Shuguang achieved a revenue of 14.97 billion yuan in 2025, growing by 13.86%, with a net profit of 2.113 billion yuan, reflecting a 10.54% increase [2] - Oat Technology's revenue reached 619 million yuan, marking a 24.33% growth, and a net profit of 137 million yuan, up 42.63% [4] - Yongxi Electronics reported a revenue of 4.4 billion yuan, a 21.92% increase, with a net profit of 82.24 million yuan, up 23.99% [5] Group 2: Shareholder Actions - Yashida Optoelectronics announced that a shareholder plans to reduce holdings by up to 1.6 million shares, representing no more than 0.976% of the total share capital [3] - Yuanli Co. intends to repurchase shares worth 50 to 60 million yuan for employee stock ownership plans, with a maximum repurchase price of 20 yuan per share [6] - Conch Cement's controlling shareholder plans to increase holdings by 700 million to 1.4 billion yuan [7] - Huaneng Hydropower's controlling shareholder plans to increase holdings by 100 to 150 million yuan [8] Group 3: Corporate Announcements - Baotai's drug application for Darpobatin injection has been accepted by the National Medical Products Administration [14] - Changchun High-tech's subsidiary received approval for clinical trials of GenSci141 ointment [15] - Tongwei Co. is planning to acquire 100% of Lihua Qingneng, with stock trading suspended for up to 10 trading days [16] - Guoyao Modern's application for the raw material drug Minaprine has been approved [20] Group 4: Market Activities - Kaipu Cloud announced the termination of the acquisition of Nanning Taike [21] - Boji Pharmaceutical plans to reduce its holdings by up to 0.69% of the total share capital [23] - ST Renfu intends to issue shares to its controlling shareholder to raise 3 to 3.5 billion yuan for innovative drug development projects [24] - Huayi Technology submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [25]

Core Viewpoint - The company, Boji Pharmaceutical (300404.SZ), announced a plan to repurchase shares through a concentrated bidding method, aiming to maintain company value and shareholder rights [1] Group 1 - The fifth board of directors' nineteenth meeting was held on February 24, 2026, where the share repurchase plan was approved [1] - The company plans to reduce up to 2.667 million shares, which represents 0.69% of the total share capital [1] - The share repurchase is in accordance with the usage terms outlined in the repurchase report disclosed on February 6, 2024 [1]

Group 1 - The core point of the article is that Boji Pharmaceutical (300404.SZ) announced a share repurchase plan to maintain company value and shareholder rights, with a maximum reduction of 2.667 million shares, representing 0.69% of the total share capital [1] Group 2 - The fifth board meeting of the company was held on February 24, 2026, where the share repurchase plan was approved [1] - The share repurchase will be conducted through centralized bidding [1] - The plan aligns with the company's previously disclosed repurchase report dated February 6, 2024 [1]

Group 1 - The company, Boji Pharmaceutical (300404.SZ), announced the approval of a share repurchase plan during its 19th meeting of the fifth board of directors [1] - The repurchase plan aims to maintain the company's value and protect shareholder interests, with a maximum of 2.667 million shares to be repurchased, representing 0.69% of the total share capital [1] - The share reduction period is set to begin 15 trading days after the announcement and will last for six months, specifically from March 19, 2026, to September 18, 2026, excluding any periods prohibited by regulations [1]

Group 1 - The company announced that its board of directors approved a share repurchase plan to maintain company value and shareholder rights, intending to reduce up to 2,667,000 shares, which represents 0.69% of the total share capital [1] - The reduction period is set from March 19, 2026, to September 18, 2026, with the price determined by the secondary market [1] - In 2024, the company repurchased a total of 2,667,000 shares for a total transaction amount of 15.0968 million yuan [1] Group 2 - The proceeds from the share reduction will be used to supplement working capital, and this reduction will not lead to changes in control or total share capital [1] - The controlling shareholder and its concerted parties had previously reduced their holdings by a total of 11,486,500 shares from September to December 2025 [1]