（编辑 楚丽君） 证券日报网讯 12月5日，百诚医药在互动平台回答投资者提问时表示，公司已与国科大杭高院共同建立 药物合成前沿技术联合研发中心，张夏衡研究员作为联合研发中心负责人，公司已与张夏衡研究员积极 探讨芳香胺技术在产业端应用的可能性，张夏衡团队将为百诚多种药物的商业化生产提供了更安全、更 经济、更高效的路线选择；公司在工艺放大、产业化验证及CDMO/CMO平台方面拥有成熟体系。双方 优势互补，将共同推动关键技术从科研端走向产业端。 ...

证券日报网讯12月5日，百诚医药（301096）在互动平台回答投资者提问时表示，公司目前已与国科大 杭高院建立了药物合成前沿技术联合研发中心，张夏衡研究员作为联合研发中心负责人，未来将共同推 动关键技术，特别是芳香胺技术成果从科研端走向产业端。 ...

证券之星消息，12月5日医疗服务板块较上一交易日下跌0.03%，ST中珠领跌。当日上证指数报收于 3902.81，上涨0.7%。深证成指报收于13147.68，上涨1.08%。医疗服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600721 | 自花医药 | 10.77 | 10.01% | 51.19万 | 5.31亿 | | 920670 | 数字人 | 15.35 | 3.23% | 3.19万 | 4843.18万 | | 688710 | 益诺思 | 41.99 | 2.89% | 1.38万 | 5757.13万 | | 301096 | 百诚医药 | 54.49 | 2.48% | 2.61万 | 1.41亿 | | 301267 | 华屋眼科 | 18.90 | 2.27% | 6.22万 | 1.17亿 | | 002622 | 皓宸医疗 | 3.37 | 2.12% | 19.61万 | 6549.95万 | | 002173 | 创新医疗 | 22 ...

证券代码：301096 证券简称：百诚医药 公告编号：2025-065 杭州百诚医药科技股份有限公司 关于部分董事减持计划实施完毕公告 公司董事严洪兵先生、宋博凡女士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 杭州百诚医药科技股份有限公司（以下简称"公司"）于 2025 年 9 月 22 日 披露了《关于董事、高级管理人员减持股份预披露公告》（公告编号：2025- 048）。持有公司股份 38,145 股（占本公司总股本比例 0.0352%，总股本已剔除 回购专户股份数 777,300 股，下同）的董事严洪兵先生计划自减持计划披露之日 起 15 个交易日后的 3 个月内通过集中竞价交易方式减持公司股份不超过 9,500 股， 即不超过公司目前总股本比例的 0.0088%；持有公司股份 9,337 股（占本公司总 股本比例 0.0086%）的董事宋博凡女士计划自减持计划披露之日起 15 个交易日后 的 3 个月内通过集中竞价交易方式减持公司股份不超过 2,300 股，即不超过公司 目前总股本比例的 0.00 ...

Group 1 - The core point of the article is that Baicheng Pharmaceutical (301096) reported a total of 10,081 shareholders as of September 30, 2025 [1]

Investment Rating - The report maintains a "Buy" rating for the medical services industry, suggesting a positive outlook for the sector in the next 6-12 months [9][63]. Core Insights - The medical services sector has shown resilience, with a recent performance boost attributed to the seasonal increase in flu cases, despite ongoing cost control pressures from medical insurance [9][63]. - The report highlights the significance of the recent government initiative to promote provincial-level medical insurance coordination, which is expected to enhance the efficiency of fund utilization and improve the overall healthcare system [5][6][61]. - The medical services sector's current Price-to-Earnings (PE) ratio is 31.62, with a Price-to-Book (PB) ratio of 3.18, indicating a slight increase from the previous week [4][29]. Summary by Sections Industry Performance - The pharmaceutical and biological sector experienced a decline of 2.67% this week, ranking 17th among 31 primary industries [2][11]. - The medical services sub-sector reported a slight increase of 1.42%, closing at 6237.83 points [22][23]. Company Performance - Top-performing companies in the medical services sector include ST Zhongzhu (+16.3%), Baihua Pharmaceutical (+11.6%), and Lanwei Medical (+10.6%) [3][27]. - Underperforming companies include Aier Eye Hospital (-1.6%) and WuXi AppTec (-0.7%) [3][27]. Valuation Metrics - The medical services sector's PE ratio has increased by 0.40 from the previous week, while the PB ratio has risen by 0.04 [4][29]. - The maximum and minimum PE ratios over the past year were 41.13 and 28.46, respectively, indicating a relatively stable valuation range [4][29]. Government Policy Impact - The recent government meeting emphasized the importance of provincial-level medical insurance coordination, which aims to balance fund distribution across regions and enhance the overall healthcare system [5][6][61]. - The report identifies structural opportunities for the pharmaceutical industry, particularly in innovative drugs, medical devices, and healthcare information technology, as a result of the new insurance policies [6][62]. Investment Recommendations - The report suggests focusing on high-growth areas such as pharmaceutical outsourcing services and companies with improving profit margins, including WuXi AppTec and Aier Eye Hospital [9][63].

Core Viewpoint - Recently, Baicheng Pharmaceutical announced a collaboration with Zhejiang Zhongshen Innovative Pharmaceutical Technology Co., Ltd. for the exclusive authorization of the innovative drug BIOS-0629 in the Greater China region, which includes mainland China and Hong Kong, Macau, and Taiwan [1] Group 1: Collaboration Details - The collaboration involves a technical development cooperation agreement and a supplementary agreement, which will take effect after approval by the company's shareholders' meeting [1] - The agreement is classified as a related party transaction due to the involvement of Feng Enguang, the legal representative and senior management of Zhongshen Innovation, who previously served as the deputy general manager of Baicheng Pharmaceutical [1] Group 2: Regulatory Compliance - The transaction is in accordance with the Shenzhen Stock Exchange's Growth Enterprise Market Listing Rules, which define individuals who have served as senior management within the past twelve months as related natural persons [1]

Core Points - Baicheng Pharmaceutical announced the resignation of its director and board secretary, Cheng Dandan, due to personal reasons, effective immediately upon delivery of the resignation report [2] - The company appointed Chen Shufeng as the new board secretary, with his term lasting until the end of the current board's tenure [2] - The board also approved the nomination of Chen Shufeng as a non-independent director candidate [2]

Group 1: Shareholding Changes - Company Zhaoyi Innovation announced that several directors and senior management personnel plan to reduce their holdings by a total of 249,000 shares, with specific reductions from the vice chairman and general manager, as well as other vice presidents [1] - Company Super Aerospace announced a stock suspension due to its controlling shareholders planning a significant matter that may lead to a change in control [2] - Company Haosai is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws [5] Group 2: Major Contracts and Projects - Company Dajin Heavy Industry's wholly-owned subsidiary signed a contract worth approximately 1.339 billion yuan for a European offshore wind farm project, which represents 35.41% of the company's audited revenue for 2024 [3] - Company Ruifeng New Materials plans to increase capital by 200 million yuan in a related party to advance a lithium hexafluorophosphate project [6] Group 3: Regulatory Actions - Company Jushi Chemical received a notice from the CSRC regarding an investigation for suspected violations of information disclosure laws [4] - Company Huosai is also under investigation by the CSRC for similar reasons [5] Group 4: Investment and Acquisitions - Company Gao Neng Environment plans to acquire 45.2% equity in three mining companies [7] - Company Aerospace Electric intends to purchase 32% equity in Shenzhen Aerospace Electric Motor System Co., Ltd. through public bidding [8]

Core Insights - Baicheng Pharmaceutical (301096) has entered into an exclusive collaboration with Zhejiang Zhongshen Innovative Pharmaceutical Technology Co., Ltd. for the innovative drug BIOS-0629 in the Greater China region, which includes mainland China and Hong Kong, Macau, and Taiwan [2] - The collaboration agreement will become effective upon approval by the company's shareholders [2] - Baicheng Pharmaceutical will be responsible for the research and development, clinical trials, and registration of the product, while Zhongshen Innovative will handle the R&D transformation, production, sales, and market expansion in the Greater China region [2] - Following the signing of the contract, Zhongshen Innovative will pay milestone payments of 300 million yuan based on R&D milestones [2] - After the product is launched in the Greater China region, Baicheng Pharmaceutical will receive a 10% commission on sales revenue [2]