证券代码：300683 证券简称：海特生物 公告编号：2025-029 武汉海特生物制药股份有限公司 3、公司目前经营情况及内部经营环境未发生重大变化； 4、公司、控股股东和实际控制人不存在关于公司应披露而未披露的重大事 项，也不存在处于筹划阶段的重大事项； 5、股票异常波动期间，控股股东和实际控制人不存在买卖公司股票的行为； 6、异动期间，公司不存在违反信息公平披露的其他情形。 股票交易异常波动的公告 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，无虚假记 载、误导性陈述或重大遗漏。 一、公司股票交易异常波动的情况 武汉海特生物制药股份有限公司（以下简称"公司"）股票连续三个交易日 （2025 年 7 月 21 日、2025 年 7 月 22 日、2025 年 7 月 23 日）收盘价格涨幅偏 离值累计超过 30%，根据《深圳证券交易所交易规则》的相关规定，属于股票交 易异常波动情况。 二、公司关注并核实情况的说明 针对公司股票异常波动的情况，公司董事会对公司、控股股东、实际控制人 就相关事项进行了核实，现将相关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期 ...

证券代码：300683 证券简称：海特生物 公告编号：2025-028 武汉海特生物制药股份有限公司 关于董事股份减持计划实施完成的公告 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，无虚假记 载、误导性陈述或重大遗漏。 三、其他相关说明 1、本次减持事项符合《公司法》《证券法》《上市公司股东减持股份管理 暂行办法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司 自律监管指引第 2 号—创业板上市公司规范运作》《深圳证券交易所上市公司 自律监管指引第 18 号—股东及董事、高级管理人员减持股份》等有关法律法规 及规范性文件的规定。 2、严洁女士本次股份减持计划已进行预先披露，本次减持实施情况与此前 披露的减持计划一致。 3、截至本公告披露日，严洁女士严格履行了股份锁定的相关承诺，本次减 持事项不存在违反上述承诺的情况。 4、严洁女士不属于公司的控股股东或实际控制人，本次减持计划的实施不 会导致公司控制权发生变更，不会对公司治理结构及持续性经营产生影响。 武汉海特生物制药股份有限公司（以下简称"公司"）于 2025 年 6 月 11 日在 巨潮资讯网（www.cninfo.com.cn ...

Market Overview - The Shanghai Composite Index increased by 0.25% as of 10:28 AM, with a trading volume of 719.64 million shares and a transaction amount of 851.33 billion yuan, representing a decrease of 4.39% compared to the previous trading day [1]. Industry Performance - The top-performing industries included: - Steel: Increased by 0.86% with a transaction amount of 158.33 billion yuan, up by 85.57% from the previous day, led by Shengde Xintai with a rise of 15.68% [1]. - Pharmaceutical and Biological: Increased by 0.84% with a transaction amount of 709.46 billion yuan, down by 9.15%, led by Hite Bio with a rise of 15.41% [1]. - Comprehensive: Increased by 0.79% with a transaction amount of 12.55 billion yuan, down by 13.25%, led by Nanjing Xinbai with a rise of 10.06% [1]. - The worst-performing industries included: - National Defense and Military Industry: Decreased by 1.16% with a transaction amount of 300.68 billion yuan, down by 29.35%, led by Guolian Aviation with a drop of 13.35% [2]. - Building Materials: Decreased by 0.79% with a transaction amount of 205.27 billion yuan, up by 0.84%, led by Fujian Cement with a drop of 6.63% [2]. - Coal: Decreased by 0.58% with a transaction amount of 162.42 billion yuan, up by 275.67%, led by Yunmei Energy with a drop of 3.68% [2].

Group 1 - The A-share innovative drug concept stocks are experiencing a rebound, with notable increases in stock prices [1] - Leyi Group reached the daily limit increase, while Yipinhong surged by 14%, Hite Bio increased by over 13%, and Haipu Rui rose by over 5% [1] - Other companies such as Fuyuan Pharmaceutical, Anglikang, and Shutaishen also saw their stock prices rise [1]

Group 1 - The A-share CRO (Contract Research Organization) sector experienced a significant rally in the afternoon, with notable stocks such as Chengdu Xian Dao hitting the daily limit up [1] - MediXy and Hite Bio both surged over 14%, indicating strong investor interest and market momentum [1] - Other companies in the sector, including Zhaoyan New Drug, Yinuosi, Sunshine Nuohe, Kanglong Huacheng, and Puris, also saw positive gains, reflecting a broader trend in the CRO market [1]

Group 1: Investor Relations Activity - The investor relations activity was conducted online on June 12, 2025, from 14:30 to 16:50 [2] - The event was hosted on the "Investor Relations Interactive Platform" [2] - Company representatives included Secretary of the Board Yang Kun and Financial Director Xian Wen [2] Group 2: Product Pipeline and Clinical Research - The company has not increased its investment in Zhongmu Medical despite its FDA breakthrough therapy status [3] - The injection of Epinavine is indicated for adult patients with relapsed or refractory multiple myeloma who have received at least two prior systemic therapies [3] - Epinavine is increasingly being integrated into CAR-T treatment protocols in major hospitals [5] Group 3: Future Development and Goals - In 2025, the company aims to enhance its market share for Epinavine and expand its CRO and CDMO services [6][7] - The company plans to continue developing its innovative drug pipeline and improve project management for R&D [7] - Epinavine has been included in the national medical insurance directory since 2024, with sales expected to progress smoothly [12] Group 4: Market Position and Competitive Advantage - Epinavine targets unique mechanisms (DR 4 and DR 5) not currently addressed by existing anti-tumor drugs, providing new treatment options [9] - The company is actively pursuing new indications and combination therapies for Epinavine [9] - The sales of the company's other product, mouse nerve growth factor, have declined since its removal from the national medical insurance directory in 2019, but the market is stabilizing [10]

Group 1 - Yinlun Co., Ltd. plans to establish a joint venture company, Suzhou Yizhi Lingqiao Drive Technology Co., Ltd., with an investment of 10 million yuan, holding a 20% stake, to enhance the development of embodied intelligent robot components [1] - Zhimin Da's controlling shareholder plans to transfer 5.03 million shares, representing 3.00% of the total share capital, through an inquiry transfer method [1][2] - ST Ningke's subsidiary plans to invest 100 million yuan in a technical transformation project for the production of bio-fermentation products, aiming to enhance market competitiveness [3][4] Group 2 - Fujian Jinsen's chairman resigned due to work reasons, and the resignation will take effect after the election of a new chairman [5][6] - Kanghong Pharmaceutical's subsidiary received approval for clinical trials of Songling Xue Mai Kang capsules, aimed at treating functional ventricular premature beats [7][8] - Ruizhi Pharmaceutical plans to sell a 32.59% stake in its associate company, Guangdong Shenghetang Health Food Co., Ltd., for 60 million yuan [9] Group 3 - Meili Cloud's shareholder, China Metallurgical Paper Group, is undergoing bankruptcy reorganization, with its shares frozen and partially pledged [10] - Mongolian Grass Ecological plans to raise up to 1.495 billion yuan through a private placement for various ecological projects and working capital [11] - Aikelan's major shareholder plans to reduce their stake by up to 3% due to personal funding needs [12] Group 4 - Chaojie Co., Ltd. has three shareholders planning to reduce their stakes by a total of up to 3.73% for personal funding needs [13] - Haitai Biological's director plans to reduce their stake by up to 0.14% for personal funding needs [14] - New Guodu's executives plan to reduce their stakes by a total of up to 50.19 million shares for personal funding needs [15] Group 5 - Zhiguang Electric's vice chairman plans to reduce their stake by up to 304.06 million shares for personal funding needs [16] - *ST Jinbi's controlling shareholder plans to transfer 47.0853 million shares, making Yuan Yi Cheng Wu the new controlling shareholder [17][18] - Kaizhong Precision received a project designation from a leading global new energy battery manufacturer, with expected sales of approximately 700 million yuan [19][20] Group 6 - Defang Nano's director plans to reduce their stake by up to 133,200 shares for personal funding needs [21] - ST Hongtai's stock will have its risk warning removed, changing its name and increasing the price fluctuation limit [22] - Guoanda's directors plan to reduce their stakes by a total of up to 101,700 shares for personal funding needs [23] Group 7 - Lanshi Heavy Industry plans to acquire 100% of Qingdao Equipment for 99.9821 million yuan to enhance its delivery capabilities [24] - Qingdao Bank's major shareholder plans to increase its stake to no more than 19.99%, pending regulatory approval [25]

Investment Rating - The report maintains a rating of "Increase" for the industry, indicating a positive outlook for investment opportunities in the sector [5]. Core Insights - The fire incident at Jiangxi Yangfan's workshop may impact the supply of intermediates for photoinitiators, particularly affecting the supply of photoinitiator 907, which is crucial for the PCB industry [1][2]. - The demand for photoinitiator 907 is expected to rise due to the recovery in electronic terminal consumption and the increasing computational requirements from emerging industries like AI [2]. - The domestic production and sales of photoinitiators have been on the rise, with prices anticipated to rebound from their current low levels as the supply-demand balance improves [3]. Summary by Sections Industry Overview - Yangfan New Materials' subsidiary experienced a fire, leading to a temporary halt in production and potential supply chain disruptions for photoinitiators [1]. - The company reported a revenue of 346 million yuan in 2024, accounting for 47.3% of the total revenue of the listed company [1]. Demand Drivers - The PCB industry is a significant driver for the demand of photoinitiator 907, with major suppliers being Jiurichuang and Yangfan New Materials [2]. - The recovery in consumer electronics and the growth of AI-related industries are expected to sustain high demand for PCB products, thereby boosting the photoinitiator market [2]. Market Trends - The market for photoinitiators has seen continuous growth in production and sales, with recent price fluctuations due to environmental policies and external factors [3]. - The report suggests that the current low-profit environment may lead to the exit of some smaller players, enhancing market concentration and benefiting leading companies in the photoinitiator sector [3].

Economic Information - In May, the national futures market recorded a trading volume of 678,609,037 contracts and a transaction value of 5,472.99 billion yuan, representing a year-on-year decline of 4.51% and 1.55% respectively [2] - From January to May, the cumulative trading volume reached 3,336,834,307 contracts, with a cumulative transaction value of 28,693.44 billion yuan, showing year-on-year growth of 15.61% and 21.33% [2] - As of June 11, the wholesale price of 25-year Flying Moutai (bulk) was 1,990 yuan per bottle, down 30 yuan from the previous day, while the price of 25-year Flying Moutai (original) remained at 2,080 yuan per bottle [2] Company Alerts - Industrial Securities has not received any information regarding a merger with Huafu Securities [3] - *ST Yazhen has been suspended from trading for verification due to multiple instances of abnormal trading fluctuations [6] - Several companies, including Chaojie Co., Aikelan, and Fengyuzhu, have announced plans for share reductions by their shareholders, with reductions not exceeding 3% of total shares [8] Overseas Alerts - The US stock market saw all three major indices close lower, with the Nasdaq down 0.5% and Intel dropping over 6%, marking its largest single-day decline in two months [4] - In London, most base metals declined, with LME nickel down 1.13% at $15,145.00 per ton and LME copper down 1.12% at $9,647.00 per ton [5] - Jeffrey Gundlach, head of DoubleLine Capital, indicated that the US debt burden and interest payments have become unsustainable, suggesting that long-term US Treasuries are no longer considered truly risk-free investments [4]

Core Viewpoint - HaiTe Bio (300683) announced that board member Ms. Yan Jie plans to reduce her shareholding by up to 180,000 shares, representing 0.14% of the company's total equity, within three months after a 15 trading day period from the announcement date [1] Summary by Relevant Sections - **Shareholding Details** - Ms. Yan Jie currently holds 723,000 shares, which is 0.55% of the total equity, including 180,700 unrestricted shares and 542,300 restricted shares [1] - **Reason for Reduction** - The primary reason for the share reduction is personal financial needs, with the selling price to be determined based on market conditions and transaction methods [1] - **Impact on Company Structure** - The reduction will not lead to a change in the company's control, nor will it significantly affect the company's governance structure, equity structure, or future operational sustainability [1]