消息面上，北海康成-B发布公告，于2025年8月12日(交易时段前)，公司与认购人百洋健康产业国际商 贸有限公司订立认购协议，据此，公司已有条件同意发行及认购人已有条件同意认购7497.15万股认购 股份，认购价为每股认购股份1.34港元。每股认购股份1.34港元的认购价较股份于2025年8月11日(即最 后交易日)在联交所所报的收市价每股1.67港元折让约19.76%。 认购事项所得款项总额将为1亿港元，及经扣除就认购事项产生的相关开支后，公司根据认购事项应收 所得款项净额估计约为9866.18万港元。公司拟将认购事项所得款项净额用于商业化产品的研发；营销 及推广活动；偿还贷款融资及借款；及集团日常营运。 北海康成-B(01228)回落逾10%，截至发稿，跌10.95%，报1.87港元，成交额4233.4万港元。 ...

| 5,730,750 | 其中：无限售条件股份 | | 1.09% | 5,730,750 | 1.09% | | --- | --- | --- | --- | --- | --- | | （有限合伙） | | | | | | | 0 | 有限售条件股份 | | 0% | 0 | 0% | | 4,342,500 | 合计持有股份 | | 0.83% | 4,342,500 | 0.83% | | 天津皓晖资产管理合伙企业 | | | | | | | 4,342,500 | 其中：无限售条件股份 | | 0.83% | 4,342,500 | 0.83% | | （有限合伙） | | | | | | | 0 | 有限售条件股份 | | 0% | 0 | 0% | | 4,304,250 | 合计持有股份 | | 0.82% | 4,304,250 | 0.82% | | 天津晖众资产管理合伙企业 | | | | | | | 4,304,250 | 其中：无限售条件股份 | | 0.82% | 4,304,250 | 0.82% | | （有限合伙） | | | | | | | 0 | 有限售条件股份 | ...

Core Viewpoint - Beihai Kangcheng Pharmaceutical Co., Ltd. has announced a share subscription agreement with Qingdao Baiyang Pharmaceutical Co., Ltd., marking a significant strategic collaboration in the rare disease sector in China [1] Group 1: Share Subscription Agreement - Baiyang Pharmaceutical will subscribe for shares valued at approximately 100 million HKD at a price of 1.34 HKD per share [1] - Beihai Kangcheng will issue 75 million new shares, which will represent about 17.65% of the existing issued share capital and 14.99% of the enlarged share capital post-transaction [1] Group 2: Strategic Collaboration - The companies have signed an exclusive commercialization service agreement, allowing Baiyang Pharmaceutical's subsidiary to promote specific products of Beihai Kangcheng in mainland China and Hong Kong and Macau [1] - The strategic equity financing aims to optimize Beihai Kangcheng's commercialization business model and enhance its operational capabilities, accelerating market penetration of its already listed products [1]

格隆汇8月13日丨百洋医药(301015.SZ)公布，公司收到百洋集团出具的《关于减持股份触及1%整数倍的 告知函》，百洋集团于2025年8月12日、8月13日通过大宗交易方式减持公司股份10,512,390股(占公司总 股本的2.00%)。本次权益变动后，百洋集团及其一致行动人合计持有公司的股份由406,725,000股减少至 396,212,610股，占公司总股本的比例由77.38%减少至75.38%，持股比例变动触及1%的整数倍。 ...

| 证券代码：301015 | 证券简称：百洋医药 公告编号：2025-064 | | --- | --- | | 债券代码：123194 | 债券简称：百洋转债 | 青岛百洋医药股份有限公司 关于控股股东减持股份触及 1%整数倍的公告 控股股东百洋医药集团有限公司保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 青岛百洋医药股份有限公司（以下简称"公司"）于 2025 年 7 月 21 日在巨 潮资讯网（www.cninfo.com.cn）披露了《关于控股股东减持股份预披露公告》， 公司控股股东百洋医药集团有限公司（以下简称"百洋集团"）计划通过集中竞 价和（或）大宗交易方式减持本公司股份不超过 15,768,585 股（占公司总股本 3.00%），减持期间为自预披露公告披露之日起 15 个交易日后的三个月内（即 2025 年 8 月 12 日-2025 年 11 月 11 日）。 公司收到百洋集团出具的《关于减持股份触及 1%整数倍的告知函》，百洋集 团于 2025 年 8 月 12 日、8 月 13 日 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301408 | 华人健康 | 15.11 | -1.76% | 17.96万 | 2.71亿 | | 300937 | 药易购 | 30.05 | -1.60% | 4.53万 | 1.36亿 | | 301015 | 百洋医药 | 25.98 | -1.55% | 29.18万 | 7.77亿 | | 600272 | 开开实业 | 13.87 | -1.42% | 6.94万 | 9642.32万 | | 301126 | 达嘉维康 | 13.25 | -1.41% | 14.39万 | 1.91亿 | | 603122 | 合富中国 | 7.23 | -1.36% | 6.01万 | 4356.44万 | | 002589 | 瑞康医药 | 3.05 | -1.29% | 43.86万 | 1.34亿 | | 301017 | 款玉平民 | 13.20 | -0.98% | 4.94万 | 6532.05万 | | 605266 | 健之佳 ...

Core Viewpoint - The strategic investment by Baiyang Pharmaceutical in Beihai Kangcheng marks a significant partnership aimed at enhancing the commercialization of rare disease drugs, with Baiyang becoming the largest shareholder without seeking control [1][4]. Group 1: Investment Details - Beihai Kangcheng's stock price surged by 34.13% following the announcement of the strategic cooperation and investment from Baiyang Pharmaceutical [2]. - Baiyang Pharmaceutical will subscribe to 74.9715 million new shares of Beihai Kangcheng at a price of HKD 1.34 per share, totaling HKD 100 million, which represents a discount of approximately 19.76% compared to the last closing price of HKD 1.67 before trading suspension [3]. - After the subscription, the new shares will account for about 17.65% of Beihai Kangcheng's existing issued share capital and 14.99% of the enlarged share capital [3]. Group 2: Company Profiles - Baiyang Pharmaceutical is an A-share listed company engaged in pharmaceutical distribution, with its core business divided into brand operation, wholesale distribution, and retail [4]. - Beihai Kangcheng focuses on the research and development of drugs for rare diseases, currently holding a portfolio of 10 drug assets, including 3 approved products and 7 in development [4]. - The company recently received approval for its enzyme replacement therapy, which is the first domestically developed treatment for Gaucher disease in China [4]. Group 3: Strategic Collaboration - In addition to the equity investment, Baiyang Pharmaceutical and Beihai Kangcheng have established an exclusive commercial service agreement to expand their strategic cooperation [5]. - A subsidiary of Baiyang Pharmaceutical will act as the exclusive commercial service provider for specific products in mainland China, Hong Kong, and Macau, with options for distribution [5]. - The founder and CEO of Beihai Kangcheng emphasized that Baiyang's extensive network and strong business capabilities will facilitate market penetration for their existing products, with the financing aimed at advancing commercialization and improving operational efficiency [5].

与此同时，北海康成与百洋医药双方通过签订独家商业化服务协议，进一步深化战略协同。根据协议， 百洋医药旗下子公司将获得北海康成旗下特定产品在中国内地、香港及澳门地区的推广权。 据悉，此次战略股权融资旨在优化北海康成的商业化业务模式并提升其商业运营能力，加速已上市产品 的市场渗透。(齐和宁) 根据《股份认购协议》条款，北海康成将按每股认购价1.34港元向认购方发行7497.15万股新股份。认购 完成后，该认购股份将约占公司现有已发行股本的17.65%，及经扩大后股本的14.99%。 2025年8月13日，中国本土罕见病第一股北海康成(以下简称"北海康成"，股票代码1228.HK)公告，已与 创新品牌商业化平台——青岛百洋医药（301015）股份有限公司(以下简称"百洋医药"，股票代码 301015.SZ)达成股份认购协议，百洋医药将以每股1.34港元的价格认购价值约1亿港元的公司股份。 ...

8月13日，智通财经记者获悉，北海康成与百洋医药达成股份认购协议，百洋医药将以每股1.34港元的 价格认购价值约1亿港元的股份，约7497万股。与此同时，北海康成还与百洋医药签订了独家商业化服 务协议，百洋医药旗下子公司将获得北海康成旗下特定产品在中国大陆、香港及澳门地区的推广权。 ...

Group 1 - The company announced the issuance of 74.97 million new shares to Baiyang Pharmaceutical at a price of HKD 1.34 per share, representing a discount of 19.76% compared to the last trading price before suspension [1] - The net proceeds from the subscription amount to approximately HKD 98.66 million, which will be used for the development of commercialized products, marketing and promotional activities, loan repayment, and daily operations [1] - After the completion of the transaction, Baiyang Pharmaceutical will hold 14.99% of the company's equity, and the latter has stated that it has no intention to acquire any controlling stake in the company within three years [1] Group 2 - The company's stock price rose by 25.15% in early trading, currently reported at HKD 2.09, with a trading volume of HKD 29.23 million [2]