Core Viewpoint - The company, Shiyao Innovation Pharmaceutical Co., Ltd. (New Nuo Wei), has decided to terminate its planned acquisition of 100% equity in Shiyao Group Baike (Shandong) Biopharmaceutical Co., Ltd. due to changes in the pharmaceutical industry and capital market environment since the initial planning of the transaction [1][5][6]. Group 1: Acquisition Details - The acquisition was initially announced in January 2024, with the Shenzhen Stock Exchange accepting the application in December 2024 [4]. - The intended transaction price for the acquisition was 7.6 billion yuan, with an additional 1.78 billion yuan planned for fundraising to support cash payments and various projects [5]. - The target company, Shiyao Baike, specializes in the development and commercialization of innovative biopharmaceuticals, particularly long-acting protein drugs [5][6]. Group 2: Financial Performance - Shiyao Baike reported revenues of 2.235 billion yuan, 2.316 billion yuan, and 922 million yuan for the years 2022, 2023, and the first half of 2024, respectively, with net profits of 620.96 million yuan, 784.97 million yuan, and 390.38 million yuan [6]. - The valuation of Shiyao Baike was assessed at 7.62 billion yuan, reflecting a 78.25% increase over its book net assets [6]. - The company noted a decline in revenue and net profit for the first half of 2024, attributed to the impact of provincial alliance procurement policies on the sales of its main product, Jinyouli [6]. Group 3: Company Background and Market Position - New Nuo Wei is a subsidiary of Shiyao Group, which was established in 2006 and has undergone multiple acquisitions of assets from Shiyao Group since its listing [8]. - The company primarily operates in the functional raw materials and health food sectors, with revenues from these areas accounting for 93% of its total income in 2024 [12]. - Despite entering the biopharmaceutical sector, the revenue from this segment remains minimal, contributing less than 5% to total revenue [12].

Core Viewpoint - Newnow has decided to terminate its major asset restructuring plan after 15 months, citing changes in the pharmaceutical industry and capital market conditions since the initial planning [1][3]. Group 1: Restructuring Details - The original restructuring plan involved acquiring 100% of Shiyao Baike for a total price of 7.6 billion yuan, with 6.84 billion yuan in stock and 760 million yuan in cash [3]. - The target company, Shiyao Baike, reported a revenue of 2.316 billion yuan and a net profit of 785 million yuan in 2023, but is expected to see a decline in revenue and net profit in the first half of 2024 due to price impacts from provincial alliance procurement [3][6]. - Newnow received an inquiry letter from the Shenzhen Stock Exchange during the restructuring process, requiring disclosure of key operational and financial information [3]. Group 2: Market Reaction - Following the announcement of the restructuring termination, Newnow's stock price dropped over 16% in early trading on April 29, eventually closing down 3.63% at 39.6 yuan per share, with a total market capitalization of 55.6 billion yuan [5]. Group 3: Financial Performance - Newnow's financial performance in 2024 showed significant pressure, with revenues of 1.981 billion yuan, a year-on-year decrease of 21.98%, and a net profit attributable to shareholders of 53.73 million yuan, down 87.63% [6].

此前，公司拟以发行股份及支付现金方式购买交易对方石药集团维生药业(石家庄)有限公司、石药(上 海)有限公司、石药集团恩必普药业有限公司合计持有的石药集团百克(山东)生物制药股份有限公司(以 下简称"石药百克")100%股权，同时拟向不超过35名特定投资者发行股份募集配套资金。 关于终止本次重组的原因，新诺威表示，自公司筹划并首次公告本次交易以来，公司严格按照相关法律 法规及规范性文件要求，积极组织交易各相关方推进本次重组工作。但鉴于本次重组事项自筹划以来已 历时较长，医药行业及资本市场整体环境等情况较本次重组筹划之初发生了一定变化，为维护公司全体 股东长期利益，经公司与交易各相关方友好协商、认真研究和充分论证，基于审慎性考虑，决定终止本 次重组事项。 中国经济网北京4月29日讯新诺威（300765）(300765.SZ)今日股价收报39.60元，跌幅3.63%，盘中最低 报34.51元。 新诺威昨日晚间发布关于终止发行股份及支付现金购买资产并募集配套资金暨关联交易事项并撤回申请 文件的公告称，公司于2025年4月28日召开第六届董事会第二十四次会议、第六届监事会第十九次会 议，审议通过了《关于终止发行股份及支 ...

Core Viewpoint - New Nuo Wei (300765.SZ) experienced a significant stock price drop following the announcement of the termination of its planned acquisition of 100% equity in Shiyao Baike, which was intended to be financed through a combination of share issuance and cash payment [1][2] Group 1: Company Announcement - On April 28, New Nuo Wei announced the termination of its restructuring plan due to changes in the pharmaceutical industry and capital market conditions since the initial planning [1] - The company had originally planned to acquire Shiyao Baike for a total consideration of 68.4 billion yuan in shares and 7.6 billion yuan in cash [1][2] Group 2: Financial Performance - In the first quarter of 2025, New Nuo Wei reported a revenue of 472 million yuan, representing a year-on-year decrease of 9.94%, and a net loss attributable to shareholders of 26.9 million yuan [3] Group 3: Market Context - The termination of the acquisition may be linked to the anticipated decline in sales of Shiyao Baike's main product, Jinyouli, due to its inclusion in inter-provincial alliance procurement [2] - Despite the recent stock price drop, the innovative pharmaceutical sector has shown strength, with New Nuo Wei's stock reaching a historical high on April 22 [2]

新诺威公告，公司原拟以发行股份及支付现金方式购买 石药百克100%股权，同时拟向不超过35名特定 投资者发行股份募集配套资金。自公司筹划并首次公告本次交易以来，公司严格按照相关法律法规及规 范性文件要求，积极组织交易各相关方推进本次重组工作。但鉴于本次重组事项自筹划以来已历时较 长，医药行业及资本市场整体环境等情况较本次重组筹划之初发生了一定变化，为维护公司全体股东长 期利益，经公司与交易各相关方友好协商、认真研究和充分论证，基于审慎性考虑，决定终止本次重组 事项。 ...

Group 1 - The core viewpoint of the news is the performance and holdings of the Huatai-PineBridge Medical Services Flexible Allocation Mixed A Fund, which has shown significant returns in recent months and has a strong portfolio in the healthcare sector [1][3]. - As of April 24, 2025, the fund's latest net value is 1.5450 yuan, reflecting a growth of 1.25% [1]. - The fund has achieved a return of 18.21% over the past month, ranking 2 out of 8 in its category, and a return of 30.60% over the past three months, ranking 1 out of 8 [1]. - Year-to-date, the fund has returned 28.32%, also ranking 1 out of 8 in its category [1]. Group 2 - The top ten stock holdings of the fund account for a total of 64.17%, with significant positions in companies such as Heng Rui Pharmaceutical (10.23%), Kelun Pharmaceutical (9.09%), and Bai Li Tianheng (8.94%) [1]. - The fund was established on June 18, 2015, and as of March 31, 2025, it has a total asset size of 4.408 billion yuan [1]. - The fund manager, Zhang Wei, has a strong background in biomedical studies and has held various positions in the pharmaceutical research field prior to managing this fund [2].

汇添富健康生活一年持有A业绩表现较为突出。 2025年以来的震荡市场中，沪深300指数下跌3.76%，汇添富健康生活一年持有A仍保持36.03%的正收益，跑赢 业绩比较基准超过30个百分点，同类排名34/4575。 重仓股科伦博泰生物、百利天恒年内股价涨幅超四成 汇添富健康生活一年持有基金经理为张韡。公开资料显示，张韡曾任东方证券医药助理研究员，汇添富基金医 药研究员、高级医药研究员及医药行业研究组组长。 截至2025年4月23日数据（下同），该基金近一年收益率达29.23%，成立以来回报率达到16.67%，大幅跑赢业 绩比较基准及同类平均。 基金经理张韡在行业分化中抓住结构性机会，成为近年来健康主题基金的领跑者。2025年以来，基金净值累计 上涨36.03%，同类排名34/4575。 业绩领跑：年内回报达36.03% 汇添富健康生活一年持有A成立于2021年3月，基金采用自下而上的投资方法，以深入的基本面分析为立足点， 精选健康生活主题中的优质上市公司，在科学严格管理风险的前提下，谋求基金资产的中长期稳健增值。 基金业绩比较基准为中证医药卫生指数收益率*50%+中证消费服务领先指数收益率*20%+中债综合指 ...

证券代码：300765 证券简称：新诺威 公告编号：2025-038 石药创新制药股份有限公司 2025 年第一季度报告披露提示性公告 董事会 2025 年 4 月 24 日 1 2025 年 4 月 23 日，石药创新制药股份有限公司（以下简称"公司"）分别 召开第六届董事会第二十三次会议、第六届监事会第十八次会议，审议通过了《关 于公司<2025 年第一季度报告>的议案》。公司《2025 年第一季度报告》于 2025 年 4 月 24 日 在 中 国 证 监 会 指 定 创 业 板 信 息 披 露 网 站 巨 潮 资 讯 网 （www.cninfo.com.cn）上披露，敬请投资者注意查阅。 特此公告。 石药创新制药股份有限公司 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。 ...

证券代码：300765 证券简称：新诺威 公告编号：2025-037 石药创新制药股份有限公司 1、审议并通过《关于公司<2025 年第一季度报告>的议案》 经审议，监事会认为：《2025 年第一季度报告》的内容符合法律、行政法 规、中国证券监督管理委员会和深圳证券交易所的相关规定，报告内容真实、 准确、完整，不存在任何虚假记载、误导性陈述或者重大遗漏。 具体内容详见公司同日刊载于中国证监会指定创业板信息披露网站巨潮资 讯网（www.cninfo.com.cn）上的相关公告。 表决结果：同意 3 票，反对 0 票，弃权 0 票。 三、备查文件 第六届监事会第十八次会议决议公告 本公司及监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。 一、监事会会议召开情况 石药创新制药股份有限公司（以下简称"公司"或"上市公司"）第六届监 事会第十八次会议（以下简称"本次会议"）于 2025 年 4 月 23 日在公司会议室 以现场方式召开，会议通知于 2025 年 4 月 16 日以专人送出、电话通知、电子 邮件等方式送达全体监事。 会议由公司监事会主席张继勇先生主持。本次会议应出席 ...

证券代码：300765 证券简称：新诺威 公告编号：2025-036 石药创新制药股份有限公司 第六届董事会第二十三次会议决议公告 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。 一、董事会会议召开情况 石药创新制药股份有限公司（以下简称"公司"或"上市公司"）第六届董 事会第二十三次会议（以下简称"本次会议"）于 2025 年 4 月 23 日在公司会议 室以现场加通讯表决相结合的方式召开，会议通知于 2025 年 4 月 16 日以专人送 出、电话通知、电子邮件等方式送达全体董事。 会议由公司董事长姚兵先生主持，公司监事与高级管理人员列席了本次会议。 本次会议应出席董事人数 9 人，实际出席董事人数 9 人。出席董事资格、人数以 及召集、召开程序等均符合《中华人民共和国公司法》等法律法规和《石药创新 制药股份有限公司章程》的规定，本次会议合法有效。 经审议，董事会认为：《2025 年第一季度报告》的内容符合法律、行政法规、 中国证券监督管理委员会和深圳证券交易所的相关规定，报告内容真实、准确、 完整，不存在任何虚假记载、误导性陈述或者重大遗漏。 具体内容详 ...