登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300436 证券简称：广生堂 公告编号：2026005 福建广生堂药业股份有限公司 关于公司申请向特定对象发行股票的第二轮审核问询函 福建广生堂药业股份有限公司（以下简称"公司"）于2026年2月6日收到深圳证券交易所（以下简称"深 交所"）出具的《关于福建广生堂药业股份有限公司申请向特定对象发行股票的第二轮审核问询函》 （审核函〔2026〕020012号）（以下简称"问询函"）。 公司按照问询函的要求，会同相关中介机构对问询函所列问题进行了认真研究和落实，对问询函进行了 逐项回复和说明，并根据相关要求对问询函回复进行披露，具体内容详见公司同日在巨潮资讯网 （http://www.cninfo.com.cn）披露的相关公告文件。 公司本次向特定对象发行股票事项尚需通过深交所审核，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作出同意注册的决 定及其时间尚存在不确定性。公司将根据该事项进展情况及时履行信息披露义务，敬请广大投资者谨慎 决策，注意投资风险。 特此公告。 福建广生堂药业股 ...

补充法律意见书（六） 国浩律师（上海）事务所 关 于 福建广生堂药业股份有限公司 2025 年度向特定对象发行 A 股股票 之 国浩律师（上海）事务所 补充法律意见书（六） 释 义 除以下特别说明外，本补充法律意见书中相关术语、简称与其在《国浩律师 （上海）事务所关于福建广生堂药业股份有限公司 2025 年度向特定对象发行 A 股股票之律师工作报告》《国浩律师（上海）事务所关于福建广生堂药业股份有 限公司 2025 年度向特定对象发行 A 股股票之法律意见书》及相关补充法律意见 书中的含义相同。 上海市山西北路 99 号苏河湾中心 25-28 层 邮编：200085 25-28/F, Suhe Centre, No.99 North Shanxi Road, Shanghai 200085, China 电话/Tel: +86 21 5234 1668 传真/Fax: +86 21 5234 1670 网址/Website: http://www.grandall.com.cn 二〇二六年二月 | 释 | 义 | 2 | | --- | --- | --- | | 第一节 | | 声明事项 6 | | 第二节 ...

股票简称：广生堂 股票代码：300436 关于福建广生堂药业股份有限公司 申请向特定对象发行股票的 第二轮审核问询函的回复 保荐机构（主承销商） 中国（上海）自由贸易试验区浦明路 8 号 二〇二六年二月 0 关于福建广生堂药业股份有限公司申请向特定对象发行股票的第二轮审核问询函的回复 深圳证券交易所： 贵所于 2026 年 2 月 6 日签发的《关于福建广生堂药业股份有限公司申请向 特定对象发行股票的第二轮审核问询函》（审核函〔2026〕020012 号）（以下简 称"第二轮审核问询函"）已收悉。根据问询函的要求，福建广生堂药业股份有 限公司（以下简称"广生堂"、"公司"、"发行人"）会同保荐机构国联民生 证券承销保荐有限公司（以下简称"国联民生承销保荐"、"保荐机构"、"保 荐人"）、国浩律师（上海）事务所（以下简称"发行人律师"）、北京德皓国 际会计师事务所（特殊普通合伙）（以下简称"发行人会计师""会计师"）等 相关方，本着勤勉尽责、诚实守信的原则，就第二轮审核问询函所提问题逐项认 真讨论、核查与落实，并逐项进行了回复说明。现将相关问题回复如下，请予审 核。 说明： 一、如无特别说明，本回复报告中使用的 ...

关于福建广生堂药业股份有限公司 申请向特定对象发行股票的审核问询函 有关财务事项的说明 德皓函字[2026]00000020 号 北 京 德 皓 国 际 会 计 师 事 务 所 (特 殊 普 通 合 伙 ) Beijing Dehao International Certified Public Accountants (Limited Liability Partnership) 关于福建广生堂药业股份有限公司 申请向特定对象发行股票的审核问询函 有关财务事项的说明 目 录 页 次 一、 关于福建广生堂药业股份有限公司申请向特定对 象发行股票的审核问询函有关财务事项的说明 1-45 关 于 福 建 广 生 堂 药 业 股 份 有 限 公 司 申 请 向 特 定 对 象 发 行 股 票 的 审 核 问 询 函 有 关 财 务 事 项 的 说 明 德皓函字[2026]00000020号 深圳证券交易所： 由福建广生堂药业股份有限公司转来的深圳证券交易所《关于福建广生堂药业股份有限 公司申请向特定对象发行股票的第二轮审核问询函》（审核函〔2026〕020012 号，以下简称 问询函）奉悉。我们已对问询函中由会计师 ...

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。 福建广生堂药业股份有限公司（以下简称"公司"）于 2026 年 2 月 6 日收 到深圳证券交易所（以下简称"深交所"）出具的《关于福建广生堂药业股份有 限公司申请向特定对象发行股票的第二轮审核问询函》（审核函〔2026〕020012 号）（以下简称"问询函"）。 公司按照问询函的要求，会同相关中介机构对问询函所列问题进行了认真研 究和落实，对问询函进行了逐项回复和说明，并根据相关要求对问询函回复进行 披露，具体内容详见公司同日在巨潮资讯网（http://www.cninfo.com.cn）披露 的相关公告文件。 证券代码：300436 证券简称：广生堂 公告编号：2026005 福建广生堂药业股份有限公司 关于公司申请向特定对象发行股票的第二轮审核问询函 回复的提示性公告 1 公司本次向特定对象发行股票事项尚需通过深交所审核，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作出同意注册的决定及其时间尚存在不确定性。公 司将根据该事项进展情况及时 ...

Core Viewpoint - The article discusses the performance of the A-share market, highlighting the fluctuations in major indices and the notable movements in specific sectors such as media and pharmaceuticals. Market Performance - The Shanghai Composite Index decreased by 0.02% to 4122.34, while the Shenzhen Component Index also fell by 0.02% to 14206.26. The ChiNext Index dropped by 0.14% to 3328.02, and the Sci-Tech Innovation Board Index rose by 0.19% to 1800.35 [4][12]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion yuan, with over 2800 stocks declining [6]. Sector Highlights - The media sector experienced significant gains, with multiple stocks such as Light Media and China Film hitting the daily limit, and Huace Film and Happiness Blue Sea rising over 15% [5][6]. - The innovative drug concept saw a surge, with stocks like Guangsheng Tang increasing by over 13% [6]. - The semiconductor sector also performed well, with stocks like Chipone Technology rising over 8% [10]. New Listings - Three new stocks were listed, with N Electric Technology opening at a remarkable increase of 750.05% on its first day [11]. Other Market Movements - The precious metals, shipping, and liquor sectors showed weakness, contrasting with the strong performance of the media and innovative drug sectors [5][6].

Group 1 - Guangshentang's stock price increased by 7.52% to 131.76 CNY per share, with a trading volume of 1.293 billion CNY and a turnover rate of 7.58%, resulting in a total market capitalization of 20.985 billion CNY [1] - Guangshentang Pharmaceutical Co., Ltd. specializes in the research, production, and sales of nucleoside antiviral drugs for hepatitis B, with 98.54% of its revenue coming from liver and gallbladder disease medications [1] - The company was established on June 28, 2001, and went public on April 22, 2015 [1] Group 2 - Among Guangshentang's top ten circulating shareholders, a fund under China Europe Fund reduced its holdings by 1.1365 million shares, now holding 708,100 shares, which represents 0.52% of the circulating shares [2] - The China Europe Medical Health Mixed A Fund (003095) has a total scale of 13.843 billion CNY and has achieved a year-to-date return of 1.4% [2] - The fund's one-year return is 16.05%, ranking 5591 out of 8127 in its category [2] Group 3 - The fund manager of China Europe Medical Health Mixed A is Ge Lan, who has a tenure of 11 years and 16 days, with a total asset scale of 35.389 billion CNY and a best fund return of 96.69% during her tenure [3] - Zhao Lei, the other fund manager, has a tenure of 222 days, managing assets of 26.943 billion CNY, with a best fund return of 2.29% during his tenure [3]

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical industry, indicating a positive outlook for investment opportunities in this sector [3]. Core Insights - The commercialization of Antibody-Drug Conjugates (ADC) is accelerating, with 20 ADC drugs approved globally, and 6 of them consistently generating over $1 billion in revenue for two consecutive years. The competition in the ADC market is entering a new phase, with approximately 60 ADC drugs currently in clinical phase 3 or awaiting market approval [6][30]. - Domestic innovative pharmaceutical companies are adopting various strategies for ADC capacity layout, with companies like Rongchang Biopharma transitioning from outsourcing to in-house production, while others like Kelong Biotechnology are building their own production bases [6][31]. - The recent revision of the "Regulations on the Implementation of the Drug Administration Law of the People's Republic of China" supports segmented contract manufacturing and commercial-scale drug sales, providing a foundation for ADC commercialization partnerships [6][32]. Market Performance - The pharmaceutical index rose by 0.14% this week, outperforming the CSI 300 index by 1.47 percentage points, ranking 15th in industry performance [10]. - Since the beginning of 2026, the pharmaceutical index has increased by 3.28%, again outperforming the CSI 300 index by 2.99 percentage points, ranking 23rd [10]. - The best-performing sub-sector this week was Traditional Chinese Medicine, which increased by 2.56%, while Chemical Pharmaceuticals and Biological Products saw declines of 0.62% and 1.82%, respectively [15][17]. Stock Performance - Among A-share pharmaceutical stocks, the top five performers this week were Guangshengtang (+29.83%), Haixiang Pharmaceutical (+18.64%), and Meidixi (+18.04%) [20]. - In the Hong Kong market, the top performers included Yiteng Jiahe (+14%) and Kedi-B (+9.96%), with 38 out of 116 pharmaceutical stocks rising, representing 32.76% [24][25]. Industry News and Policies - The inclusion of implantable brain-machine interfaces in the category of Class III medical devices marks a significant regulatory development, indicating a focus on innovative medical technologies [27]. - Novartis has submitted an application for the marketing of Ianalumab in China, a drug targeting various autoimmune diseases, which has shown promising results in clinical trials [27]. - Johnson & Johnson announced the approval of Daratumumab injection for a new combination therapy in China, providing a new treatment option for multiple myeloma patients [28].

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical industry [3] Core Insights - The commercialization of ADC (Antibody-Drug Conjugates) is accelerating, with 20 ADC drugs approved globally, and 6 of them have been in the "billion-dollar club" for two consecutive years [30][31] - The report highlights the increasing competition in the ADC sector, with approximately 60 ADC drugs currently in clinical phase 3 and application stages [30] - Domestic innovative pharmaceutical companies are adopting various strategies for ADC capacity layout, with companies like Rongchang Biopharma transitioning from outsourcing to in-house production, while others like Kelong Biotechnology are building their own production bases [31][32] Summary by Sections Market Review - The pharmaceutical index rose by 0.14% this week, outperforming the CSI 300 index by 1.47 percentage points, ranking 15th in industry performance [10] - Year-to-date, the pharmaceutical index has increased by 3.28%, also outperforming the CSI 300 index by 2.99 percentage points, ranking 23rd [10] Individual Stock Performance - In the A-share market, 255 out of 479 pharmaceutical stocks rose, with the top five performers being Guangshengtang (+29.83%), Haixiang Pharmaceutical (+18.64%), and Meidixi (+18.04%) [20] - In the Hong Kong market, 38 out of 116 pharmaceutical stocks rose, with the top performers including Yiteng Jiahe (+14%) and Kedi-B (+9.96%) [24] Industry News and Policies - The newly revised "Regulations on the Implementation of the Drug Administration Law" supports segmented contract manufacturing and commercial-scale drug sales, providing a foundation for ADC commercialization cooperation [32] - Notable industry developments include Novartis's application for Ianalumab in China and Johnson & Johnson's approval of Daratumumab injection for multiple myeloma treatment [27][28] Weekly Insights - The ADC commercialization battle has begun, with a significant increase in demand for ADC production capacity, leading to a supply-demand imbalance [30] - Major CXO companies are expanding ADC production capacity, with companies like WuXi AppTec acquiring East Yao Pharmaceutical to meet rising orders [31]

每经AI快讯，2月6日，创新药概念盘中震荡反弹， 广生堂涨超10%，诺诚健华、舒泰神、科伦药业、 三生国健、美迪西、诺思兰德冲高。 （文章来源：每日经济新闻） ...