Economic Indicators - In August, China's CPI remained flat month-on-month and decreased by 0.4% year-on-year, while core CPI rose by 0.9%, marking the fourth consecutive month of growth [2] - The PPI in August fell by 2.9% year-on-year, but the decline narrowed by 0.7 percentage points compared to the previous month, marking the first contraction since March [2] Government Reports and Policies - The National Development and Reform Commission reported on the execution of the national economic and social development plan, emphasizing the need for stable employment, enterprises, and market expectations to promote domestic and international dual circulation [2] - The Ministry of Finance highlighted the need for a more proactive fiscal policy to support employment and foreign trade, while also improving people's livelihoods and managing risks in key areas [5] Market Performance - A-shares experienced a slight rebound with the Shanghai Composite Index rising by 0.13% to 3812.22 points, while the Shenzhen Component Index increased by 0.38% [6] - The Hong Kong Hang Seng Index closed up 1.01% at 26200.26 points, with significant net buying in Alibaba [6] Corporate Developments - Oracle's stock surged over 40%, marking its largest intraday gain since 1992, with a market cap increase of over $290 billion, driven by substantial cloud contracts with AI companies [3] - NIO announced a $1 billion equity financing round, attracting long-term investors from various countries to support its core technology development [7] Industry Trends - The AI industry chain saw collective gains, with sectors like copper-clad laminates and 6G concepts leading the rise, while lithium and sodium-ion battery concepts faced declines [6] - The automotive sector reported a decrease in the comprehensive inventory coefficient for dealers, indicating a potential improvement in market performance for September [11] IPO and Financing Activities - Zijin Mining International plans to initiate its IPO in Hong Kong next week, targeting a valuation exceeding $30 billion [8] - Several companies, including BYD and Top Group, reported significant stock transactions and financing activities, indicating ongoing market engagement [10]

Group 1 - Dongyangguang plans to jointly increase capital in a subsidiary for the acquisition of 100% equity in Qinhuai Data China, with a total investment of 75 billion yuan [2] - Baiyin Nonferrous Metals is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [3] - Beida Pharmaceutical intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange [5] Group 2 - ST Tianmao plans to withdraw its A-share listing and transfer to the National SME Share Transfer System after delisting [5] - Goldwind Technology has approved an investment agreement for a 3GW wind-hydrogen-ammonia integration project in Inner Mongolia, with a total investment of approximately 189.2 billion yuan [6] - Langzi Co. has signed an agreement to acquire 67.5% of Chongqing Milan Baiyu Shiguang Medical Beauty Hospital for 92.475 million yuan [7] Group 3 - Dongfang Guoxin is establishing a joint venture with Beijing Shunyi Financial Holdings to focus on computing power infrastructure and services, with a registered capital of 300 million yuan [8] - ST Hezhong's chairman is under bail pending trial, but the company's operations remain unaffected [9] - Kangzhi Pharmaceutical's major shareholder is transferring 22.758 million shares at a price of 5.34 yuan per share, totaling 122 million yuan [9] Group 4 - Shenzhen Airport reported a passenger throughput of 5.807 million in August, a year-on-year increase of 4.07% [10] - Lin Yang Energy won a bid for a project with a total amount of approximately 244.08 million yuan [11] - Fullpower New Materials received a government subsidy of 20 million yuan, which is expected to positively impact its 2025 profits [14] Group 5 - BYD executives and core personnel collectively increased their holdings by 48.82 million shares, totaling 52.3278 million yuan [16] - Hualing Steel's major shareholder increased its stake by 6.90862 million shares, representing a 1% increase in ownership [16]

Core Viewpoint - The company, Betta Pharmaceuticals, has received approval from the National Medical Products Administration (NMPA) for its clinical trial application of MCLA-129 in combination with Enasidenib capsules [2] Group 1 - The clinical trial approval is for the injection of MCLA-129 combined with Enasidenib capsules [2] - The approval signifies a step forward in the company's research and development efforts [2]

Group 1 - Tianpu Co., Ltd. experienced a significant stock price increase of 185.29% from August 22 to September 10, leading to a halt for further investigation due to abnormal trading [4] - Baiyin Nonferrous Metals has been investigated by the China Securities Regulatory Commission for suspected violations of information disclosure [5] - Qingshan Paper Industry confirmed that its production and operational activities are normal, with no significant changes in daily operations [6] Group 2 - Aoyang Health announced that its stock will continue to be suspended due to ongoing negotiations regarding a share transfer by its controlling shareholder [7] - ST Jinke will implement a capital reserve transfer to increase share capital, resulting in a one-day stock suspension [8] - ST Haofeng's stock will resume trading on September 11 after a share transfer agreement was signed, making Zhixin Network the controlling shareholder [9] Group 3 - Fushun Special Steel's stock will be suspended for one day due to a tender offer for shares by Ningbo Meishan Free Trade Port Zone Jincheng Shazhou Equity Investment Co., Ltd. [10] - Fuliwang's subsidiary plans to invest 500 million yuan in a high-end wire material research and production project [11] - ST Tianmao's application for voluntary delisting has been accepted by the Shenzhen Stock Exchange [12] Group 4 - Dongyangguang plans to jointly increase capital in a subsidiary for the acquisition of Qinhuai Data China [13] - Betta Pharmaceuticals intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange [14] - Longzi Co., Ltd. plans to acquire a 67.5% stake in Chongqing Time for approximately 92.475 million yuan [15] Group 5 - Dongfang Guoxin plans to establish a joint venture for a technology company with Shunyi Jin Kong [16] - ST Lianshi signed a pre-restructuring investment agreement with selected investors [18] - Shaanxi Construction Group won four construction projects worth over 5 billion yuan in August [19] Group 6 - Dema Technology won a smart logistics project with a well-known Latin American e-commerce giant, valued at approximately 290 million yuan [20] - Mongolian Grass Ecology's subsidiary led a consortium to win a 225 million yuan ecological restoration project [21] - Dajin Heavy Industry signed a long-term production agreement for offshore wind power foundations, with a total value of about 1.25 billion yuan [24] Group 7 - Zhendong Medical's controlling shareholder plans to transfer 5% of the company's shares [25] - ST Hezhong's controlling shareholder is under bail pending trial, but company operations remain unaffected [26] - BYD's senior management and core personnel collectively increased their holdings by approximately 52.33 million yuan [27] Group 8 - Jiahe Meikang's shareholder plans to reduce its stake by up to 1.94% [28] - Sichuan Road and Bridge's controlling shareholder plans to reduce its stake by up to 2% [30] - Lanke Technology's shareholders plan to reduce their holdings by up to 2% [31]

Core Viewpoint - Beida Pharmaceutical plans to issue overseas listed shares (H-shares) and apply for listing on the Hong Kong Stock Exchange to enhance its capital strength and competitiveness while advancing its internationalization process [1] Group 1: Company Actions - The company aims to consider the interests of existing shareholders and the conditions of domestic and international capital markets during the issuance process [1] - The issuance and listing will be completed at an appropriate time and issuance window within the validity period of the shareholders' meeting resolution, which is 18 months from the approval date or any extended period agreed upon [1]

Core Viewpoint - The announcement by Beida Pharmaceutical regarding the approval of clinical trials for MCLA-129 in combination with ensartinib represents a significant step in the company's drug development pipeline, although it is noted that this will not have a major impact on the company's recent performance [2]. Group 1: Company Developments - Beida Pharmaceutical has received approval from the NMPA for clinical trials of MCLA-129, a bispecific antibody targeting both EGFR and c-Met, in conjunction with ensartinib, a multi-target inhibitor [2]. - The approval is a positive development for the company, indicating progress in its research and development efforts [2]. - The company must still obtain consent from the ethics committee and the Chinese Human Genetic Resources Management Office, introducing a level of uncertainty in the trial process [2].

Core Viewpoint - The company, Betta Pharmaceuticals (300558), announced plans to issue overseas listed shares (H-shares) and apply for listing on the main board of the Hong Kong Stock Exchange [1] Group 1 - The company received approval from the National Medical Products Administration (NMPA) for its clinical trial application for the drug MCLA-129 in combination with Enasidenib hydrochloride capsules [1]

贝达药业股份有限公司董事会专门委员会工作细则 贝达药业股份有限公司 董事会专门委员会工作细则 第一章 总 则 第一条 为完善贝达药业股份有限公司（以下简称"公司"）法人治理结构， 充分发挥董事会的职能作用，促进董事会有效履行职责，根据《中华人民共和国 公司法》《中华人民共和国证券法》《上市公司治理准则》《上市公司独立董事管 理办法》等法律、法规和规范性文件以及《贝达药业股份有限公司章程》（以下 简称"《公司章程》"）的规定，特制定本细则。 第二条 本公司董事会下设审计委员会、提名委员会、薪酬与考核委员会、 战略委员会四个专门委员会。 第三条 各专门委员会行使《公司章程》和本细则赋予的各项职权，对董事 会负责。 第二章 人员组成 第四条 各专门委员会成员全部由董事组成。 第五条 各专门委员会委员由董事长、二分之一以上的独立董事或者全体董 事的三分之一提名，由董事会选举产生。 第六条 各专门委员会委员的任期与公司董事的任期相同。任期届满经董事 长提议，董事会通过后可以连任。 第七条 战略委员会由六名董事组成，召集人由董事长兼任。 第八条 审计委员会由四名不在公司担任高级管理人员的董事组成，其中独 立董事应当占多数 ...

| | | 股东大会议事规则 第一章 总 则 第一条 为维护贝达药业股份有限公司（以下简称"公司"）及公司股东的合 法权益，明确公司股东大会的议事程序，规范股东大会内部机构及运作程序，根 据《中华人民共和国公司法》（以下简称"《公司法》"）《中华人民共和国证券法》、 《香港联合交易所有限公司证券上市规则》（以下简称"《香港联交所上市规则》"） 等法律、法规、规范性文件及《贝达药业股份有限公司章程》（以下简称"公司 章程"）的规定，制定本议事规则（以下简称"本规则"）。 第二条 本规则适用于公司年度股东大会和临时股东大会（以下统称"股东大 会"），对公司、全体股东、股东代理人、公司董事、监事、总经理及其他高级管 理人员和列席股东大会会议的其他有关人员均具有约束力。 第三条 公司股东大会在《公司法》和公司章程规定的范围内行使职权。 第四条 公司年度股东大会每年召开一次，应当于上一会计年度结束后的 6 个月内举行。临时股东大会不定期召开。 第五条 有下列情形之一的，公司在事实发生之日起 2 个月内召开临时股东 大会： （一）董事人数不足《公司法》规定的最低人数或者公司章程所定人数的三 分之二时； （二）公司未弥补的 ...

贝达药业股份有限公司 关联交易决策制度 贝达药业股份有限公司 关联（连）交易决策制度 （草案） 第一章 总则 第一条 为保证贝达药业股份有限公司（以下简称"公司"）与关联方之间 的关联（连）交易符合公平、公正、公开的原则，确保公司的关联交易行为不损 害公司和非关联股东的合法权益，根据《中华人民共和国公司法》《中华人民共和 国证券法》《深圳证券交易所创业板股票上市规则》（以下简称"《上市规则》"）、 《香港联合交易所有限公司证券上市规则》（以下简称"《香港上市规则》"，香港 联合交易所有限公司简称"香港联交所"）、《企业会计准则——关联方关系及其交 易的披露》等有关法律、法规、规范性文件及《贝达药业股份有限公司章程》（以 下简称"《公司章程》"）的有关规定，制定本制度。 第二条 公司与关联方（关连人士）之间的关联交易（关连交易）行为除遵 守有关法律、法规、规范性文件和《公司章程》的规定外，还需遵守本制度的有 关规定。 公司对关联交易以及关连交易实行分类管理，按照相关法律法规以及《创业 板上市规则》《香港上市规则》的规定认定关联方以及关连人士范围，并按照相关 规定履行关联交易以及关连交易的审批、信息披露等程序。 ...