Group 1 - The A-share CRO (Contract Research Organization) sector experienced a significant rally in the afternoon, with notable stocks such as Chengdu Xian Dao hitting the daily limit up [1] - MediXy and Hite Bio both surged over 14%, indicating strong investor interest and market momentum [1] - Other companies in the sector, including Zhaoyan New Drug, Yinuosi, Sunshine Nuohe, Kanglong Huacheng, and Puris, also saw positive gains, reflecting a broader trend in the CRO market [1]

Core Viewpoint - The innovative drug sector experienced a rebound, with CXO direction leading the gains, as several companies saw significant stock price increases, indicating growing confidence in China's innovative drug capabilities on the international stage [1] Group 1: Market Performance - Companies such as Puris, Medici, Jiuzhitang, Sali Medical, Huanyu Pharmaceutical, and Shanghai Yizhong all reported stock price increases, with Puris rising over 10% and others exceeding 6% [1] Group 2: Industry Insights - CICC released a report highlighting that the recent disclosures of numerous clinical data at ASCO, along with significant business development (BD) deals represented by Sanofi, further confirm the international competitiveness of Chinese innovative drugs [1] - The upcoming ESMO conference and the data disclosures surrounding it are expected to positively catalyze the innovative drug sector [1]

Investment Rating - The investment rating for the pharmaceutical and biotechnology industry is "Positive" and the rating has been maintained [2] Core Insights - The pharmaceutical and biotechnology industry index increased by 5.30%, outperforming the CSI 300 index which rose by 3.52% during the reporting period [3][14] - The PE ratio (TTM, excluding negative values) for the pharmaceutical and biotechnology industry as of July 4, 2025, is 28.52x, up from 27.28x in the previous period, indicating an upward trend in valuation [3][19] - Notable sub-industries include "Other Biological Products" and "Medical R&D Outsourcing," which saw increases of 11.20% and 9.37% respectively, while "Medical Equipment" and "Blood Products" lagged with increases of only 0.98% [3][14] Industry Trends - The report highlights significant policy measures from the National Healthcare Security Administration and the National Health Commission aimed at supporting the high-quality development of innovative drugs [5][6] - The introduction of a commercial health insurance innovative drug directory is a key breakthrough, facilitating better pricing and reimbursement mechanisms for high-value drugs [6] - The report emphasizes the importance of the innovative drug industry chain, particularly focusing on platform pharmaceutical companies, clinical CROs, and high-barrier CDMOs [6] Important Industry News - The approval of several innovative drugs, including "ZEGFROVY" by Dize Pharmaceutical and "TQG203" by Zhengda Tianqing, marks significant advancements in the industry [41][42][46] - The report notes that the global number of hemophilia patients is expected to increase by 25% by 2025, highlighting the growing market for innovative treatments [42] - The approval of "Mastrudep" by Innovent Biologics for weight management in adults showcases the expanding therapeutic applications of GLP-1R/GCGR dual agonists [49][50] Investment Recommendations - Continuous attention is recommended for the innovative drug industry chain, particularly for companies that can navigate the new dual directory system and have international expansion capabilities [6] - The report suggests that the recent policy changes and the successful IPO of a biotech company signal a positive outlook for the innovative drug sector [6]

Group 1 - The company held its 13th meeting of the third Supervisory Board on July 4, 2025, with all three supervisors participating, confirming the legality and validity of the meeting [1][2] - The Supervisory Board unanimously approved a resolution to participate in the auction for a 45% stake and corresponding debt of He Li Real Estate, aiming to improve operational efficiency and address office space constraints [1][2] - The company plans to acquire the real estate located at 1010-1016 Wai Ma Road, Huangpu District, Shanghai, with a land area of 1,492.20 square meters, to enhance its office space [1] Group 2 - The Supervisory Board also approved a resolution to provide financial assistance to He Li Real Estate, which has a good credit standing and low default risk, ensuring no harm to the company's main business or shareholder interests [2] - The financial assistance will be in the form of loans to support He Li Real Estate's daily operations and development [2]

Meeting Information - The company will hold its second extraordinary general meeting of shareholders on July 21, 2025, at 14:50 [1] - Network voting will be available on the same day from 9:15 to 9:25, 9:30 to 11:30, and 13:00 to 15:00 through the Shenzhen Stock Exchange trading system [1] Voting Procedures - Shareholders can choose between on-site voting or network voting, but not both; the first vote will be considered valid in case of duplicate voting [2] - Shareholders must be registered by the cut-off date of July 14, 2025, to participate in the meeting [2][3] Registration Details - Individual shareholders must present identification and stock account information for registration; authorized representatives must provide additional documentation [3][4] - Remote shareholders can register via email, fax, or mail, with a deadline of July 17, 2025, at 17:00 [4] Voting Process - All proposals for the meeting are non-cumulative voting proposals, and shareholders must indicate their voting preference as agree, oppose, or abstain [5][8] - Specific procedures for voting through the Shenzhen Stock Exchange trading system and internet voting system are provided [5] Additional Information - The company has provided templates for the authorization letter and shareholder registration form in the attachments [6][8]

Financial Assistance Overview - The company plans to provide financial assistance of up to 31 million RMB for a period of 3 years, with an interest rate of no less than 3% [1][2] - The funds will be used to support the operational needs of Shanghai Helidi Real Estate Co., Ltd. (Helidi) after the company successfully bids for a 45% stake in Helidi and its associated debt [1][2] Company and Stakeholder Information - Helidi is a limited liability company with a registered capital of 20 million RMB, located in Shanghai [3] - The company’s main asset is a property in Huangpu District, Shanghai, which is set to be converted into an office building with a total area of approximately 7,704.60 square meters [4] Financial Data of Helidi - As of May 31, 2025, Helidi's total assets were approximately 230.68 million RMB, with total liabilities of about 198.70 million RMB, resulting in equity of approximately 31.98 million RMB [4] - Helidi reported a net loss of approximately 271,462.27 RMB for the first five months of 2025 [4] Risk Assessment and Management - The company assesses that Helidi has a good credit status and low default risk, and the financial assistance will not affect the company's main business operations [6][7] - The board and supervisory committee have approved the financial assistance, indicating that it aligns with legal regulations and does not harm the interests of shareholders [7][8] Shareholding Structure - If the company successfully bids for Helidi, it will hold 45% of the shares, while the remaining 55% will be held by the current owner, Shanghai Bund Investment Development (Group) Co., Ltd. [4][5] - The controlling shareholder of Helidi is a state-owned enterprise, which adds a layer of stability to the investment [5][6]

Financial Assistance Overview - The company intends to provide financial assistance to Shanghai Helide Real Estate Co., Ltd. to support its operational needs and enhance its asset structure [2][3] - The financial assistance will be up to 31 million RMB, with a term of 3 years and an interest rate of no less than 3% [3][10] Company Background - Shanghai Helide Real Estate Co., Ltd. is a limited liability company with a registered capital of 20 million RMB, located in Huangpu District, Shanghai [4] - The company is primarily engaged in construction and property management, with its main asset being a property in Huangpu District [5] Financial Data - As of May 31, 2025, Helide Real Estate's total assets were approximately 230.68 million RMB, with total liabilities of about 198.70 million RMB [7] - The company reported a net loss of approximately 271,462.27 RMB for the first five months of 2025 [7] Risk Assessment - Helide Real Estate has a good credit standing and low default risk, with no records of being a dishonest executor [8][9] - The financial assistance is considered low risk as it is supported by the other shareholders of Helide Real Estate, who will provide equal financial support [9][11] Board and Supervisory Opinions - The board believes that the financial assistance will not affect the company's main business operations and will not harm the interests of shareholders, especially minority shareholders [10] - The supervisory board agrees with the financial assistance plan, citing Helide Real Estate's good credit status and low risk [10]

Core Viewpoint - The company aims to enhance operational efficiency and optimize its asset structure by acquiring a 45% stake in He Li Real Estate Co., Ltd. and corresponding debt from Shanghai Bund Investment Development (Group) Co., Ltd. to secure office space for its future development needs [1][2] Group 1 - The company held its 13th meeting of the third board of directors and the 13th meeting of the third supervisory board on July 4, 2025, to approve the proposal for participating in the auction [1] - The company plans to use cash to bid for a 45% equity stake and a debt of 58.36 million yuan (approximately 8.5 million USD) in He Li Real Estate [1][2] - The targeted property for acquisition is located at 1010-1016 Wai Ma Road, Huangpu District, Shanghai, with a total area of 1,492.20 square meters and a building area of 7,704.60 square meters [1] Group 2 - The starting price for the equity and debt transfer is set at 261.98 million yuan (approximately 38.5 million USD), with the final transaction amount to be determined by the auction results [2] - As part of the transaction, the company and Bund Investment are required to provide shareholder loans to He Li Real Estate, with a financial support amount not exceeding 31 million yuan (approximately 4.5 million USD) [2] - A cooperation intention agreement was signed between the company, Bund Investment, and He Li Real Estate on the same day to formalize the bidding process [2]

证券代码：301257 证券简称：普蕊斯 公告编号：2025-041 普蕊斯（上海）医药科技开发股份有限公司 关于向拟参股公司提供财务资助的公告 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。 重要内容提示： 统一社会信用代码：91310101557401530Y 1、本次拟资助对象为上海和立置业有限公司（以下简称"和立置业"）， 资助金额为不超过 3,100 万元人民币，期限为 3 年，以实际提款日起计算，利率 不低于 3%。以上款项将根据和立置业的业务需求提供。 2、本次财务资助事项经公司第三届董事会第十三次会议、第三届监事会第 十三次会议审议通过，尚需提交公司 2025 年第二次股东大会审议。 3、本次财务资助事项为公司拟通过公开挂牌转让购置股权及相应债权交易 的附加条款，以公司竞得相应交易为事实前提条件，能否竞得、最终成交价格及 取得时间均存在不确定性。 4、公司将密切关注和立置业的经营情况及财务状况，持续做好风险管控工 作，积极采取措施收回借款。 一、财务资助事项概述 为满足普蕊斯（上海）医药科技开发股份有限公司（以下简称"公司"）经营 和未来发展需 ...

1、鉴于公司目前租赁的办公场地较为紧张，无法适应公司业务发展的需求， 本次参与竞拍的主要目的是通过股权交易方式购置办公楼，以满足公司日益增长 的办公需求。本次拟购置股权及相应债权需通过公开挂牌转让方式进行，能否竞 得、最终成交价格及取得时间均存在不确定性。 2、根据《上市公司重大资产重组管理办法》《深圳证券交易所创业板股票 上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司 规范运作》的相关规定，本次交易不构成关联交易，不构成重大资产重组。 3、本次交易拟全部使用自有资金，本事项尚需提交公司股东大会审议通过 后方可实施。 关于参与竞拍和立置业部分股权及相应债权的公告 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： 证券代码：301257 证券简称：普蕊斯 公告编号：2025-040 普蕊斯（上海）医药科技开发股份有限公司 一、交易概述 为满足普蕊斯（上海）医药科技开发股份有限公司（以下简称"公司"）经营 和未来发展需要、提高运营效率并优化公司资产结构，解决目前办公场所紧张且 通过租赁方式使用办公场所的不稳定性，进一步提升对优 ...