证券代码：301080 证券简称：百普赛斯 公告编号：2025-047 北京百普赛斯生物科技股份有限公司 二、其他说明 关于回购公司股份的进展公告 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。 北京百普赛斯生物科技股份有限公司（以下简称"公司"或"本公司"）于 2024 年 8 月 29 日召开第二届董事会第八次会议，并于 2024 年 9 月 20 日召开 2024 年第一次临时股东大会审议通过了《关于回购公司股份方案的议案》，同意 公司使用自有资金以集中竞价交易方式回购公司部分已发行的人民币普通股股 份，用于注销并相应减少公司注册资本。本次回购资金总额不低于人民币 2,000 万元（含）且不超过人民币 4,000 万元（含），回购价格不超过人民币 50.00 元 /股（含），回购实施期限为自公司股东大会审议通过本次回购股份方案之日起 12 个月内。具体内容详见公司分别于 2024 年 8 月 30 日、2024 年 9 月 20 日在巨潮 资讯网（www.cninfo.com.cn）披露的《关于回购公司股份方案的公告》（公告编 号：2024-026）和《 ...

Group 1 - The stock price of Baipusais experienced volatility on July 30, opening at 57.01 yuan, dropping to a low of 54.72 yuan, and closing at 55.41 yuan, a decrease of 2.21% from the previous trading day [1] - During the trading session, there was a rapid rebound, with the stock price increasing over 2% within 5 minutes at 9:37 AM, reaching 57.27 yuan [1] - On July 30, the net outflow of main funds was 1.583 million yuan, accounting for 0.02% of the circulating market value, with a trading volume of 41,500 lots and a transaction amount of 233 million yuan [1] Group 2 - Baipusais is a company focused on the biopharmaceutical sector, primarily engaged in the research, development, production, and sales of recombinant proteins and other biological products [1] - The company's products are mainly applied in drug research and development, as well as vaccine production [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 837344 | 三元基因 | 34.84 | 20.76% | 14.39万 | | 4.83亿 | | 430047 | 诺思兰德 | 25.25 | 11.14% | 14.89万 | | 3.62亿 | | 301080 | 百普赛斯 | 56.66 | 8.07% | 5.96万 | | 3.28亿 | | 603590 | 康辰药业 | 60.15 | 7.93% | 14.36万 | | 8.41亿 | | 300122 | 智飞生物 | 25.06 | 6.50% | 129.92万 | | 31.54亿 | | 688136 | 科兴制药 | 50.47 | 6.41% | 11.16万 | | 5.51亿 | | 688293 | 奥浦迈 | 58.96 | 4.59% | 2.95万 | | 1.73亿 | | 300485 | 赛升药业 | 15.55 | 4.43% | 52.62万 | | 8.08亿 | ...

Investment Rating - The report maintains a positive outlook on innovative drugs and the industry chain, recommending continuous attention to this sector [1][5][24]. Core Viewpoints - The report highlights the sustained high prosperity of innovative drugs, with a focus on companies likely to see a revaluation, such as Jiangsu Heng Rui Medicine, Hansoh Pharmaceutical Group, 3SBio, and Huadong Medicine. It also emphasizes Biopharma/Biotech companies with innovative pipelines entering a growth phase, including PATEO, Innovent Biologics, BeiGene, and others [1][5][24]. - The A-share pharmaceutical sector outperformed the market in the third week of July 2025, with a 4.0% increase compared to a 0.7% rise in the Shanghai Composite Index. The report notes that the premium of the pharmaceutical sector relative to all A-shares is currently at a normal level of 86.8% [7][25][16]. - The Hong Kong pharmaceutical sector showed outstanding performance, with the Hang Seng Healthcare index rising by 12.0% and the Hong Kong Biotechnology index increasing by 13.6% during the same period [21][25]. Summary by Sections 1. Continuous Focus on Innovative Drugs and Industry Chain - The report emphasizes the ongoing high demand for innovative drugs and recommends companies such as Heng Rui Medicine, Hansoh Pharmaceutical, and others for potential investment [1][5][24]. 2. Performance of A-Shares Pharmaceutical Sector - In the third week of July 2025, the A-share pharmaceutical sector led with a 4.0% increase, outperforming the overall market. Notable sub-sectors included chemical raw materials and chemical preparations, with gains of 7.0% and 6.8% respectively [7][11][25]. 3. Performance of Hong Kong and U.S. Pharmaceutical Sectors - The Hong Kong pharmaceutical sector performed exceptionally well, with significant gains in the Hang Seng Healthcare and Biotechnology indices. In contrast, the U.S. pharmaceutical sector underperformed, with a decline of 2.5% in the S&P 500 Healthcare Select Sector [21][25].

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical and biotechnology industry, expecting the industry index to outperform the market index by over 10% in the next six months [1][40]. Core Insights - The SW pharmaceutical and biotechnology industry outperformed the CSI 300 index, rising by 7.84% from July 11 to July 24, 2025, exceeding the CSI 300's performance by approximately 4.13 percentage points [4][14]. - Most sub-sectors within the industry recorded positive returns during the same period, with the medical research outsourcing and raw materials sectors leading with increases of 14.23% and 9.30%, respectively [4][15]. - Approximately 91% of stocks in the industry achieved positive returns, with notable performers including Borui Pharmaceutical, which saw a weekly increase of 78.98% [16]. Summary by Sections 1. Market Review - The SW pharmaceutical and biotechnology industry outperformed the CSI 300 index, with a rise of 7.84% from July 11 to July 24, 2025, surpassing the CSI 300 by about 4.13 percentage points [14]. - Most sub-sectors recorded positive returns, particularly medical research outsourcing and raw materials, which increased by 14.23% and 9.30%, respectively [15]. - About 91% of stocks in the industry had positive returns, with Borui Pharmaceutical leading at 78.98% [16]. 2. Industry News - The report highlights the ongoing progress of the 11th batch of national drug procurement, with significant updates provided during a government open day event on July 22, 2025 [4][28]. - The announcement of the 11th batch of national drug procurement included a notification for drug information submission, which was highly anticipated [4][28]. 3. Company Announcements - Yekang Pharmaceutical announced that its subsidiary received FDA approval for clinical trials of YKYY029 injection for hypertension treatment [29]. 4. Industry Outlook - The report maintains an "Overweight" rating for the industry, citing a continuous rise in the pharmaceutical and biotechnology sector driven by positive sentiment towards innovative drugs and improved financing data [30]. - The report suggests focusing on investment opportunities within the innovative drug supply chain and highlights several companies across various segments, including medical devices, pharmaceutical commerce, and innovative drugs [30][32].

Group 1 - The pharmaceutical sector is showing strong performance, particularly in innovative drugs, generic drugs, and animal vaccines, driven by the recent policy changes from the National Healthcare Security Administration [1] - The 11th batch of drug procurement initiated by the National Healthcare Security Administration excludes innovative drugs from the procurement scope, which is expected to protect the profit margins of innovative drug companies [1] - The CXO and research service sectors have seen significant gains, with companies like WuXi AppTec and Boteng Co. reporting substantial Q2 performance increases, indicating a positive trend in the sector [1] Group 2 - The innovative drug sector is identified as the most clearly defined and growth-oriented sub-industry within the pharmaceutical sector, with a recommendation to actively embrace and allocate resources to this area [2] - The rapid growth of License Out transactions is providing substantial cash flow for innovative drug companies, supporting their core pipelines in overseas markets [2] - There is an expectation for continued domestic market share growth for Chinese innovative drugs due to policy support and improved product capabilities, despite foreign companies holding a significant portion of the market [2]

证券代码：301080 证券简称：百普赛斯 公告编号：2025-046 北京百普赛斯生物科技股份有限公司 关于控股股东、实际控制人及其一致行动人持股比例被动触及 1%整数倍的权益变动提示性公告 股东陈宜顶及其一致行动人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。 特别提示： 1、因北京百普赛斯生物科技股份有限公司（以下简称"公司"或"本公司"）实 施 2024 年度权益分派导致的差异化转增股本，公司控股股东、实际控制人陈宜顶 及其一致行动人苗景赟、上海百普赛斯企业管理咨询合伙企业（有限合伙）、上 海百普嘉乐企业管理咨询合伙企业（有限合伙）的合计持股比例由 43.97%增加至 44.01%，被动触及 1%的整数倍。 2、本次权益变动不触及要约收购，不会导致公司控制权发生变更，不会对公 司持续经营及治理结构产生影响。 受 2024 年年度权益分派实施差异化分红送转方案（公司已回购股份不享有 参与利润分配及资本公积金转增股本的权利）的影响，截至本公告披露日，公司 的总股本由 120,000,000 股增加至 ...

Summary of Conference Call Records Industry Overview - The global pharmaceutical industry is facing a significant patent cliff, with approximately $180 billion in annual revenue drugs set to lose patent protection between 2027 and 2028, representing nearly 12% of the global market share [3][4][10] - The domestic innovation industry chain is experiencing an increase in orders, particularly among upstream companies such as Baipusais, Bidai Pharmaceutical, and Bai'ao Pharmaceutical [1][5] - The CRO (Contract Research Organization) sector is seeing growth in companies like Zhaoyan New Drug, Yinuosi, and Tigermed, while the CDMO (Contract Development and Manufacturing Organization) sector is highlighted by strong performances from WuXi AppTec, Boteng Co., Tianyu Co., and Pro Pharma [1][5] Key Insights and Arguments - The recovery in the CXO (Contract Research Organization and Contract Development and Manufacturing Organization) sector is driven by increased domestic demand and a resurgence in orders, which is expected to translate into clinical research opportunities within 6 to 12 months [11][12] - The trend of innovation drug out-licensing (BD) is becoming more pronounced, as large pharmaceutical companies seek to diversify their pipelines and manage costs amid pressures from legislation such as the IRA (Inflation Reduction Act) [4][7] - Domestic listed companies have shown an increasing trend in R&D expenses as a percentage of revenue since the second half of last year, indicating a more proactive approach to R&D investment in response to market changes [8][10] Financial Performance and Trends - In the CDMO sector, WuXi AppTec reported a 47% year-on-year increase in orders by the end of last year, while Boteng Co. saw a 30% increase [11][13] - For the first half of 2025, WuXi AppTec's revenue is expected to grow by 21%, with a 44% increase in NON-IFRS net profit, while Boteng Co. is projected to achieve profitability after a turnaround [13] - The structure of R&D expenses in Biotech companies has shifted, with a notable increase in clinical trial costs, reflecting a conservative investment strategy amid market uncertainties [9] Potential Investment Opportunities - Recommended companies in the domestic innovation industry include Yinuosi, Zhaoyan New Drug, and Tigermed, as well as leading CDMO firms like WuXi AppTec and Pro Pharma [16] - The recovery in the domestic innovation industry is expected to create further investment opportunities, particularly as IPOs are being opened up and more companies are preparing to list [14] Additional Considerations - The overall recovery of the innovation industry chain is segmented into phases, with the current transition from phase 1.0 to 2.0 indicating a shift towards increased early-stage project investments by financially robust companies [10] - The competitive landscape of the domestic innovation industry chain should be assessed comprehensively, including comparisons with Indian and other overseas companies to better understand competitive advantages [17]

Group 1 - As of the end of Q2 2025, the total market value of northbound funds reached 2.29 trillion yuan, an increase of over 2% compared to the end of Q1, with the number of shares held reaching 123.51 billion, a growth of over 3% [1] - Northbound funds showed a significant structural adjustment in industry allocation, with over 20 industries seeing an increase in holdings, accounting for more than 60% of the 31 industries tracked [3] - The social services industry has been continuously favored by northbound funds for three consecutive quarters, indicating sustained foreign interest in this sector [3] Group 2 - The retail trade industry saw the most significant increase, with a 28.69% rise in the number of shares held and a market value increase of over 45%, reaching 19.75 billion yuan [3] - The defense and military industry also received notable attention, with a 12.5% increase in holdings, and its index leading the market with over a 15% rise in Q2 [3] - In contrast, the oil and petrochemical, textile and apparel, electronics, and home appliances industries experienced a decline in holdings of over 10% [3] Group 3 - Over 1,500 individual stocks saw an increase in holdings by northbound funds, reflecting a clear value orientation [4] - The top ten stocks held by northbound funds include Ningde Times, Kweichow Moutai, and Midea Group, with holdings in Ningde Times exceeding 150 billion yuan and Kweichow Moutai over 100 billion yuan [4] - Notable increases in holdings were observed in Huaming Equipment, Rongchang Biology, and Huayou Cobalt, with Huaming Equipment's latest holding ratio at 17.45%, reflecting a more than 6 percentage point increase [4]

证券代码：301080 证券简称：百普赛斯 公告编号：2025-045 北京百普赛斯生物科技股份有限公司 2024 年年度权益分派实施公告 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、北京百普赛斯生物科技股份有限公司（以下简称"公司"或"本公司"）股 票回购专用证券账户中的 379,503 股不参与本次权益分派。本次权益分派以公司 现有总股本 120,000,000 股剔除回购专用证券账户中已回购股份 379,503 股后的 股本 119,620,497 股为基数，向全体股东每 10 股派 4.00 元人民币（含税），本 次实际现金分红的总金额=119,620,497 股*0.40 元/股=47,848,198.80 元。以资本 公积金向全体股东每 10 股转增 4 股，本次实际转增总股数=119,620,497 股*0.40 股=47,848,198 股，转增后股本增至 167,848,198 股（公司总股本数以中国证券登 记结算有限责任公司最终登记结果为准，如有尾差，系向下取整所致）。本次 不送红股，剩余未分配利润结转以后年度分配。 2 ...