证券代码：300765 证券简称：新诺威 公告编号：2025-074 石药创新制药股份有限公司 关于现金收购控股子公司石药集团巨石生物制药有限公司 部分少数股权暨关联交易的公告 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、石药创新制药股份有限公司（以下简称"公司"、"上市公司"、"石药创新"） 拟以现金购买石药集团恩必普药业有限公司（以下简称"恩必普药业"）持有的石 药集团巨石生物制药有限公司（以下简称"巨石生物"或"标的公司"）29%股权（以 下简称"本次交易"）。本次交易完成后，公司持有巨石生物的股权比例将由 51% 增加至 80%。 2、本次交易以符合《证券法》规定的资产评估机构出具的资产评估报告中 的评估结果作为定价依据，最终确定本次交易标的股权的转让价款为 110,000.00 万元。 | | 本次交易前 | | | 本次交易后 | | | --- | --- | --- | --- | --- | --- | | 股东 | 出资额（万元） | 持股比例 | 股东 | 出资额（万元） | 持股比例 | | 石药创新 | 104,0 ...

Group 1 - The core point of the news is that XinNuoWei's stock price has been declining, with a total drop of 9.61% over the last three days, closing at 46.47 CNY per share on September 29, with a market capitalization of 65.271 billion CNY [1] - XinNuoWei's main business involves the research, production, and sales of functional foods, which account for 88.93% of its revenue, while biopharmaceuticals contribute 8.91% and other sources 2.16% [1] - The company is located in Shijiazhuang, Hebei Province, and was established on April 5, 2006, with its listing date on March 22, 2019 [1] Group 2 - According to data from the top ten holdings of funds, one fund under JiaoYin ShiLuoDe has a significant position in XinNuoWei, specifically the JiaoYin Medical Innovation Stock A fund, which reduced its holdings by 651,000 shares in the second quarter [2] - The JiaoYin Medical Innovation Stock A fund currently holds 2.3373 million shares of XinNuoWei, representing 4.66% of the fund's net value, making it the fifth-largest holding [2] - The fund has experienced a floating loss of approximately 3.0853 million CNY today and a total floating loss of 11.5464 million CNY during the three-day decline [2]

Market Overview - On September 25, the A-share market experienced fluctuations, with the ChiNext Index rising over 2% at one point, reaching a three-year high. The Shanghai Composite Index closed down 0.01%, while the Shenzhen Component Index rose by 0.67% and the ChiNext Index increased by 1.58% [2][3] - The total trading volume in the Shanghai and Shenzhen markets was 2.37 trillion yuan, an increase of 44.3 billion yuan compared to the previous trading day [2] Sector Performance - The gaming, AI applications, and controllable nuclear fusion sectors saw significant gains, while the port shipping, precious metals, and oil and gas sectors experienced declines [2] International Market - The U.S. stock market indices collectively fell on September 25, with the Dow Jones Industrial Average down by 173.96 points (0.38%), closing at 45,947.32 points. The S&P 500 dropped by 33.25 points (0.50%) to 6,604.72 points, and the Nasdaq Composite fell by 113.16 points (0.50%) to 22,384.70 points [4][5] - European markets also saw declines, with the FTSE 100 down 0.39%, the CAC 40 down 0.41%, and the DAX down 0.56% [4][5] - International oil prices slightly decreased, with WTI crude oil closing at $64.98 per barrel (down 0.02%) and Brent crude oil at $69.42 per barrel (up 0.16%) [4][5] Digital Currency Development - The Digital Renminbi International Operation Center officially commenced operations, introducing three major business platforms aimed at enhancing cross-border payment systems and financial infrastructure [7] Copper Industry Insights - The China Nonferrous Metals Industry Association is accelerating research on how to strengthen the standardized management of copper smelting capacity, addressing issues of excessive competition and low processing fees in the copper industry [8][9][10] Policy Changes - Guangzhou has introduced new policies allowing real estate companies to sell self-held housing after paying the necessary fees, aimed at improving land utilization efficiency [13] - The Chinese Foreign Exchange Trading Center announced an increase in the daily net limit for the "Swap Connect" mechanism to 45 billion yuan starting October 13 [11] Company Announcements - Xiaomi launched its new Xiaomi 17 series smartphones, starting at a price of 4,499 yuan [12] - Several companies, including Shanghai Electric and Inspur Information, saw significant net inflows of capital, indicating strong market interest [18][20]

Group 1: Regulatory Actions - The National Healthcare Security Administration (NHSA) has launched a "100-day action" to address prominent issues in medical insurance fund management, aiming to combat fraud and illegal activities related to the resale of medical insurance drugs [1] - The initiative reflects a zero-tolerance approach towards fraudulent practices, which may increase compliance pressure on medical institutions and pharmaceutical companies in the short term, while potentially purifying the industry ecosystem in the long run [1] Group 2: Company Developments - Hanyu Pharmaceutical plans to raise up to 968 million yuan (approximately 136 million USD) through a private placement to fund various projects, including the research and development of Semaglutide [2] - The approval of Lunacanab by XinNuoWei for clinical trials marks the first domestic biosimilar drug for Alzheimer's disease, which could enhance patient accessibility and alleviate financial burdens [3] - Baile Tianheng's ADC dual antibody, Iza-bren, has been included in the breakthrough therapy list by the National Medical Products Administration, which may expedite its market entry and positively impact the company's stock price [4] - Tainkang's subsidiary has received approval for clinical trials of CKBA cream for rosacea, filling a gap in the domestic market for innovative treatments in this area [5]

Group 1 - The National Healthcare Security Administration (NHSA) has launched a "100-day action" to crack down on fraudulent medical insurance practices, aiming to eliminate illegal activities such as the resale of returned drugs by designated institutions [1] - This initiative reflects a zero-tolerance approach towards fraud and is expected to increase compliance pressure on medical institutions and pharmaceutical companies in the short term, ultimately helping to purify the industry ecosystem [1] Group 2 - Hanyu Pharmaceutical plans to raise up to 968 million yuan (approximately 136 million USD) through a private placement to fund projects including the development of Semaglutide, which is part of the GLP-1 drug class with significant market potential [2] - If the fundraising is successful, it will accelerate the company's GLP-1 drug development process and enhance its production capacity for peptide raw materials [2] Group 3 - XinNuoWei announced that its subsidiary received approval for clinical trials of Lecanemab, a monoclonal antibody drug for treating Alzheimer's disease, marking it as the first domestic biosimilar of this drug to gain clinical approval [3][4] - The approval of this biosimilar is expected to improve patient accessibility and alleviate financial burdens, as current treatments for Alzheimer's are predominantly high-priced products from multinational companies [4] Group 4 - Baillie Tianheng's ADC dual antibody drug, Iza-bren, has been included in the list of breakthrough therapies by the National Medical Products Administration (NMPA) for treating advanced or metastatic urothelial carcinoma that has failed previous treatments [5] - This designation is likely to expedite the drug's market entry and could positively impact the company's stock price in the short term [5] Group 5 - Tainkang's subsidiary has received approval for clinical trials of CKBA cream for the treatment of rosacea, a first-class innovative drug in China for this condition [6][7] - The approval of this innovative drug could fill a gap in the domestic market for rosacea treatment, presenting considerable market potential if clinical trials demonstrate its efficacy [7]

Group 1: Investment and Fundraising - Hanyu Pharmaceutical plans to raise no more than 968 million yuan for the development of semaglutide and other projects [1] - Ganfeng Lithium intends to introduce investors for a capital increase of up to 2.5 billion yuan [9] Group 2: Strategic Restructuring - Pingmei Shenma Holdings is undergoing a strategic restructuring as directed by the Henan provincial government, which will not affect the company's operations significantly [2][8] - Shennong Holdings is also involved in a strategic restructuring with no change in control or significant impact on operations [7][8] Group 3: Clinical Trials and Approvals - XinNuoWei's subsidiary received approval for clinical trials of a drug for treating mild Alzheimer's disease, marking a significant milestone in the development of biosimilar drugs [3] - Tainkang's subsidiary has received approval for clinical trials of CKBA cream for rosacea, a first-class innovative drug in China [4] - Baili Tianheng's drug, iza-bren, has been included in the list of breakthrough therapies, indicating its potential in treating advanced urinary tract cancer [5] Group 4: Contracts and Projects - Zhongyou Engineering signed an EPC contract worth 2.524 billion USD for a seawater pipeline project in Iraq, expected to positively impact future revenues [6]

Group 1 - The core point of the article is that New Horizon announced the approval of a clinical trial for a drug called Lankanaib injection by the National Medical Products Administration [2] Group 2 - The approval was granted to the company's subsidiary, Shiyao Group Jushi Biopharmaceutical Co., Ltd. [2]

Core Viewpoint - New Horizon (300765) announced that its subsidiary, Shijiazhuang Yiling Pharmaceutical Co., Ltd., received approval from the National Medical Products Administration for the clinical trial of Lecanemab injection, marking it as the first in China to obtain such approval for this drug [1] Group 1 - The product is a recombinant anti-human beta-amyloid monoclonal antibody drug, classified as a biosimilar to Lecanemab [1] - It is submitted under the category of therapeutic biological products 3.3, aimed at treating mild cognitive impairment and mild dementia caused by Alzheimer's disease [1] - The clinical trial is set to commence shortly following the approval [1]

Core Viewpoint - XinNuoWei's subsidiary, JuShi Bio, has received approval from the National Medical Products Administration for clinical trials of Lunkanaib monoclonal antibody injection, marking a significant milestone in the treatment of Alzheimer's disease-related cognitive impairment and mild dementia [1] Company Summary - JuShi Bio is the first in China to obtain clinical approval for Lunkanaib monoclonal antibody injection, a biosimilar drug [1]

Core Viewpoint - New Horizon (300765.SZ) announced that its subsidiary, Giant Stone Biopharmaceutical Co., Ltd., has received approval from the National Medical Products Administration for the clinical trial of Lecanemab injection, marking it as the first biosimilar of Lecanemab in China [1] Group 1: Product Development - The product is a recombinant anti-human beta-amyloid monoclonal antibody, indicated for the treatment of mild cognitive impairment and mild dementia due to Alzheimer's disease [1] - The clinical trial approval is based on the adherence to the relevant research guidelines for biosimilars, ensuring the product's quality, safety, and efficacy are highly similar to the reference drug [1] Group 2: Market Position - This approval positions the company as the first in China to obtain clinical licensing for a Lecanemab injection biosimilar, potentially enhancing its competitive edge in the Alzheimer's treatment market [1]