Company Announcements - Vanke A signed a framework agreement with Shenzhen Metro Group for a loan limit of up to 22 billion yuan, with a total expected loan principal and interest not exceeding 23.691 billion yuan [1] - Seres reported a 42.89% year-on-year increase in October new energy vehicle sales, totaling 51,456 units [2] - BYD's new energy vehicle sales for the first ten months increased by 13.88% year-on-year, with October sales reaching 441,706 units [2] - SAIC Group's new energy vehicle sales in October grew by 31.58%, totaling 206,700 units [2] - Beida Pharmaceutical entered a strategic cooperation with Shengsi Bio, obtaining exclusive distribution rights for a recombinant coagulation factor product [3] Shareholding Changes - Tianmo Technology's shareholder plans to reduce holdings by up to 3% of the company's shares [4] - Jinyi Permanent Magnet's directors and executives plan to collectively reduce their holdings by up to 0.15% of the company's shares [5] - Yongzhen Co., Ltd. shareholders plan to reduce holdings by up to 3% of the company's shares due to personal funding needs [6] Performance & Sales - BAIC Blue Valley's subsidiary reported a 112.02% year-on-year increase in October sales [9] - Changan Automobile's new energy vehicle sales in October increased by 36.14% year-on-year [7] - Great Wall Motors reported a 22.5% year-on-year increase in October vehicle sales [8] Contracts & Projects - Daye Intelligent plans to sign a charter contract with OOS for two vessels, with total rental income estimated at approximately 48.73 million USD [10] - Lanjian Intelligent signed a significant operating contract worth 138 million yuan, expected to positively impact the company's 2026 performance [11] - ST Yifei signed an overseas procurement order worth approximately 190 million yuan, which is expected to positively influence future performance [13] - Jingye Intelligent received a bid notification for a project worth 134.4 million yuan, which could positively impact performance if the contract is signed [14] Other Developments - Weiming Environmental was selected as a supplier for an energy-from-waste project in Indonesia, indicating recognition of its financial and technical capabilities [15] - Nenghui Technology established a joint venture with Zhejiang Lisan Technology, with a registered capital of 10 million yuan [16]

Group 1: Company Announcements - Multiple A-share companies announced operational updates on November 2 [1] - Betta Pharmaceuticals (300558) entered a strategic partnership with Jiangsu Shengsi Biopharmaceutical Co., Ltd. and Hangzhou Shengsi Biopharmaceutical Co., Ltd. to obtain exclusive general agency rights for a recombinant coagulation factor product [4] - Betta Pharmaceuticals aims to enhance its new drug innovation technology platform and product pipeline through this collaboration, providing support in R&D, clinical trials, production, registration, and sales promotion [4] Group 2: Product Details - Betta Pharmaceuticals' exclusive general agency rights include the recombinant human coagulation factor VIII-Fc fusion protein (FRSW117), which has completed Phase III clinical trials and is intended for patients with Hemophilia A [4] - FRSW117 is classified as a Class 1 therapeutic biological product, with a dosing frequency of once a week for preventive treatment [4] - Currently, no domestic long-acting recombinant factor VIII products have been approved for market release in China [4] Group 3: Financial Contracts - Lanjian Intelligent (688557) signed a significant daily operational contract worth 138 million yuan [5][7] - The contract with Nine Technology (Zhuhai) Co., Ltd. is expected to positively impact the company's performance in 2026 [7] - ST Yifei (688646) announced an overseas procurement order valued at approximately 190 million yuan, accounting for 27.46% of the company's audited revenue for 2024 [8][10]

Core Viewpoint - Multiple A-share companies announced significant operational updates, highlighting strategic partnerships and contracts that may impact their future performance [2][5][6]. Group 1: Company Announcements - Betta Pharmaceuticals (300558) announced a strategic partnership with Jiangsu Shengsi Biopharmaceutical Co., Ltd. and Hangzhou Shengsi Biopharmaceutical Co., Ltd. to obtain exclusive general agency rights for a recombinant coagulation factor product [2][5]. - The partnership aims to enhance Betta's new drug innovation technology platform and expand its product pipeline, with support in R&D, clinical trials, production, registration, and sales promotion [5]. - Betta's subsidiary, Zhejiang Betta Pharmaceutical Sales Co., Ltd., secured exclusive general agency rights for FRSW117, a long-acting recombinant factor VIII product, in the Greater China region [5]. Group 2: Financial Impact - FRSW117 is designed for the treatment of Hemophilia A (HA) patients, with a dosing frequency of once a week for preventive treatment, and has recently completed Phase III clinical trials [5]. - The product is classified as a Class 1 therapeutic biological product, and no domestic long-acting recombinant factor VIII products have been approved for market release yet [5]. - Lan Jian Intelligent (688557) signed a significant operational contract worth 138 million yuan, which is expected to positively impact the company's performance in 2026 [6][8]. - ST Yifei (688646) announced an overseas procurement order valued at approximately 190 million yuan, representing 27.46% of the company's audited revenue for 2024 [8][11].

Core Viewpoint - The company has entered into a strategic cooperation agreement with Jiangsu Shengsi Biopharmaceutical Co., Ltd. and Hangzhou Shengsi Biopharmaceutical Co., Ltd. to support the development, industrialization, and commercialization of related products [1][2] Group 1: Strategic Cooperation - The strategic cooperation framework agreement outlines the support the company will provide in research and development, clinical trials, production, registration, and sales promotion [1] - Specific cooperation matters will be detailed in separate agreements between the company and Shengsi Biopharmaceutical [1] Group 2: Market Expansion - The company and its wholly-owned subsidiary aim to enter the recombinant coagulation factor market through this collaboration, aligning with the company's development strategy [2] - The company has obtained exclusive general agency rights for FRSW117 in the Greater China region, which includes mainland China, Hong Kong, Macau, and Taiwan [1]

Group 1 - Company has entered into a strategic cooperation with Jiangsu Shengsi Biological Pharmaceutical Co., Ltd. and Hangzhou Shengsi Biological Pharmaceutical Co., Ltd. to support product development, industrialization, and commercialization [1] - A commercial cooperation agreement has been signed between the company's wholly-owned subsidiary, Zhejiang Beta Pharmaceutical Sales Co., Ltd., and Hangzhou Shengsi Biological, granting exclusive distribution rights for FRSW117 in Greater China [1] - The strategic cooperation framework agreement is a preliminary agreement, with specific cooperation details to be outlined in subsequent agreements, and it is not expected to have a significant impact on the company's 2025 financial results [1] Group 2 - The collaboration aims to enter the recombinant coagulation factor market, further expanding the company's product portfolio in line with its development strategy [2]

Core Viewpoint - Beida Pharmaceutical has entered into a strategic cooperation with Shengsi Biotech to enhance its new drug innovation technology platform and expand its product pipeline [1] Group 1: Strategic Cooperation - The strategic cooperation aims to leverage the strengths of both companies to support each other and promote mutual development [1] - The partnership will focus on expanding into the restructured blood products market to better meet clinical needs and strengthen the company's product matrix [1] Group 2: Financial Overview - For the year 2024, Beida Pharmaceutical's revenue composition is projected to be 100% from pharmaceutical manufacturing [1] - As of the report date, Beida Pharmaceutical has a market capitalization of 23.9 billion yuan [1]

Core Viewpoint - Beida Pharmaceutical has entered into a strategic cooperation with Shengsi Bio to enhance its new drug innovation technology platform and expand its product pipeline [1] Group 1: Strategic Cooperation - The strategic cooperation framework agreement aims to leverage the strengths of both companies for mutual support and development [1] - Beida Pharmaceutical has signed a commercial cooperation agreement with Shengsi Bio, granting exclusive distribution rights for the product FRSW117 in the Greater China region [1] Group 2: Product Development - FRSW117 is a long-acting recombinant factor VIII product, classified as a type of therapeutic biological product, which has recently completed Phase III clinical trials [1] - The product is intended for routine prophylaxis, on-demand treatment, and perioperative bleeding management for hemophilia A patients, with a dosing frequency of once a week for preventive treatment [1] - Currently, there are no domestically approved long-acting recombinant factor VIII products available in the market [1]

证券代码：300558 证券简称：贝达药业 公告编号：2025-071 贝达药业股份有限公司 关于与晟斯生物达成战略合作暨签署《商业合作协议》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。 特别提示： 1、贝达药业股份有限公司（以下简称"贝达药业"或"公司"）与江苏 晟斯生物制药有限公司（以下简称"江苏晟斯生物"）、杭州晟斯生物制药 有限公司（以下简称"杭州晟斯生物"，与"江苏晟斯生物"并称"晟斯生 物"）达成战略合作，签署《战略合作框架协议》，贝达药业将在研发、临 床、生产、注册及销售推广等环节给予晟斯生物支持，助推相关产品的研发、 产业化和商业化。《战略合作框架协议》为双方协商的框架性协议，就具体 合作事项，公司与晟斯生物将另行签署协议做出约定，该事项对公司2025年 度经营成果不构成重大影响。本协议自双方签字、盖章之日起生效。 2、公司全资子公司浙江贝达医药销售有限公司（以下简称"贝达医药销 售"）与杭州晟斯生物签署《杭州晟斯生物制药有限公司与浙江贝达医药销 售有限公司之商业合作协议》（以下简称"《商业合作协议》"），贝达医 药销售取得注射用培重 ...

Core Viewpoint - Beida Pharmaceutical has entered into a strategic cooperation with Jiangsu Shengsi Biopharmaceutical Co., Ltd. and Hangzhou Shengsi Biopharmaceutical Co., Ltd. to enhance its new drug innovation technology platform and expand its product pipeline [1] Group 1: Strategic Cooperation - The strategic cooperation aims to leverage the strengths of both parties to support mutual development [1] - A framework agreement has been signed to facilitate this collaboration [1] Group 2: Market Expansion - The partnership is focused on broadening the treatment areas and restructuring the blood product market [1] - This initiative is intended to better meet clinical needs and strengthen the company's product matrix [1] Group 3: Commercial Agreement - Beida Pharmaceutical has signed a commercial cooperation agreement with Hangzhou Shengsi Biopharmaceutical, granting exclusive distribution rights for the FRSW117 product in the Greater China region [1]

Core Viewpoint - The 2025 National Medical Insurance Directory negotiations are ongoing, focusing on pricing discussions for innovative drugs, particularly in the chronic disease medication sector [1] Group 1: Negotiation Details - The third day of the national negotiations began at approximately 1:40 PM, with participation from companies such as Novartis, Gensai, Roche, and Betta Pharmaceuticals [1] - The morning session emphasized negotiations on chronic disease medications, with Eli Lilly and Sinopharm bringing significant products to the discussions [1]