| 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 ...

Market Overview - The pharmaceutical commercial sector experienced a slight decline of 0.01% on August 13, with Huaren Health leading the drop [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Stock Performance - Key stocks in the pharmaceutical commercial sector showed varied performance, with the following notable movements: - Seli Medical (603716) rose by 6.55% to a closing price of 31.09, with a trading volume of 556,200 shares and a transaction value of 1.671 billion [1] - Guofa Co. (600538) increased by 1.75% to 6.38, with a trading volume of 129,600 shares [1] - Huaren Health (301408) fell by 1.76% to 15.11, with a trading volume of 179,600 shares and a transaction value of 271 million [2] Capital Flow - The pharmaceutical commercial sector saw a net inflow of 33.73 million from institutional investors, while retail investors experienced a net outflow of 42.05 million [2] - Notable capital flows for specific stocks included: - Seli Medical had a net inflow of 10.9 million from institutional investors, while retail investors saw a net outflow of 2.46 million [3] - Yiyang Pharmaceutical (301015) had a net inflow of 6.29 million from institutional investors, but retail investors faced a net outflow of 31.02 million [3]

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]

北海康成-B(01228)再涨超12%，截至发稿，涨11.98%，报1.87港元，成交额1844.94万港元。 同时，公司两家附属与百洋医药股份附属百洋附属订立一份战略合作及独家商业服务协议。据此，相关 附属同意委任百洋附属为独家合同销售组织，于内地、香港及澳门推广集团的若干产品。 消息面上，北海康成公布，向百洋医药（301015）(301015.SZ)发行7497万股新股，每股作价1.34港元， 较停牌前收报折让19.76%，认购事项所得款项净额约9866.18万港元，拟用于商业化产品的研发；营销 及推广活动；偿还贷款融资；及日常营运。完成后，百洋医药将持有公司股本14.99%，后者已表示其 无意于三年内收购公司任何控股股份。 ...

同时，公司两家附属与百洋医药股份附属百洋附属订立一份战略合作及独家商业服务协议。据此，相关 附属同意委任百洋附属为独家合同销售组织，于内地、香港及澳门推广集团的若干产品。 智通财经APP获悉，北海康成-B(01228)再涨超12%，截至发稿，涨11.98%，报1.87港元，成交额1844.94 万港元。 消息面上，北海康成公布，向百洋医药(301015.SZ)发行7497万股新股，每股作价1.34港元，较停牌前收 报折让19.76%，认购事项所得款项净额约9866.18万港元，拟用于商业化产品的研发；营销及推广活 动；偿还贷款融资；及日常营运。完成后，百洋医药将持有公司股本14.99%，后者已表示其无意于三 年内收购公司任何控股股份。 ...

Core Insights - Beihai Kangcheng (1228.HK), known as the "first domestic rare disease stock in China," has announced a share subscription agreement with Baiyang Pharmaceutical (301015.SZ) [1] - Baiyang Pharmaceutical will subscribe for shares at a price of HKD 1.34 per share, totaling approximately HKD 100 million [1] - The strategic equity financing aims to optimize Beihai Kangcheng's commercialization business model and enhance its operational capabilities [1] Share Subscription Details - Beihai Kangcheng will issue 74,971,468 new shares at the subscription price of HKD 1.34 per share [1] - Post-completion, the subscribed shares will represent approximately 17.65% of the existing issued share capital and 14.99% of the enlarged share capital [1] Commercialization Agreement - Beihai Kangcheng and Baiyang Pharmaceutical have signed an exclusive commercialization service agreement [1] - Baiyang Pharmaceutical's subsidiary will obtain promotional rights for specific products of Beihai Kangcheng in mainland China, Hong Kong, and Macau [1]

北海康成-B(01228)发布公告，于2025年8月11日，集团的两家附属公司与青岛百洋医药（301015）股份 有限公司(301015.SZ)(百洋医药)的一家附属公司(百洋附属公司)正式建立战略合作关系。 上述各方已订立一份战略合作及独家商业服务协议，据此，相关附属公司已同意委任百洋附属公司为独 家合同销售组织(CSO)，于中国内地、中国香港及中国澳门(相关地区)推广集团的若干产品，但须受集 团相关成员公司与该等产品各自的授权方所订立的上游授权协议(包括(在适用情况下)相关授权方的同 意)所规限。商业服务协议亦订明，百洋附属公司的联属公司可按百洋的选择担任该等产品于相关地区 的分销商。 ...