第二个归属期归属条件成就及部分限制性股票作废事项的 法律意见书 致：恩威医药股份有限公司 北京金杜（成都）律师事务所（以下简称金杜或本所）受恩威医药股份有限 公司（以下简称恩威医药、公司或上市公司）委托，作为公司 2023 年限制性股票 激励计划（以下简称本计划或本激励计划）的专项法律顾问，根据《中华人民共 和国公司法》（以下简称《公司法》）、《中华人民共和国证券法》（以下简称《证券 法》）、中国证券监督管理委员会（以下简称中国证监会）《上市公司股权激励管理 办法》1 （以下简称《管理办法》）、深圳证券交易所（以下简称深交所）《深圳证券 交易所创业板股票上市规则》（以下简称《上市规则》）、《深圳证券交易所创业板 上市公司自律监管指南第 1 号——业务办理》等法律、行政法规、部门规章及规 范性文件和《恩威医药股份有限公司章程》（以下简称《公司章程》）、《恩威医药 股份有限公司 2023 年限制性股票激励计划（草案）》（以下简称《激励计划（草案）》） 的有关规定，就公司本计划授予价格调整（以下简称本次调整）、本计划第二个归 属期归属条件成就（以下简称本次归属）、部分已授予但尚未归属的限制性股票作 废（以下简称本次 ...

Core Viewpoint - Enwei Pharmaceutical's stock has experienced fluctuations, with a year-to-date increase of 36.76% but a recent decline in the last 20 and 60 days, indicating potential volatility in the market [1]. Company Overview - Enwei Pharmaceutical, established on May 19, 2005, and listed on September 21, 2022, is located in Chengdu, Sichuan Province. The company focuses on the research, production, and sales of traditional Chinese medicine and chemical drugs, particularly in gynecology, pediatrics, and respiratory medications [1]. - The revenue composition of Enwei Pharmaceutical is as follows: gynecology products 46.21%, other products 31.74%, cold medications 14.71%, pediatrics 6.90%, and others 0.44% [1]. Financial Performance - For the first half of 2025, Enwei Pharmaceutical reported a revenue of 449 million yuan, representing a year-on-year growth of 15.73%. The net profit attributable to the parent company was 38.34 million yuan, showing a significant increase of 113.80% [1]. - Since its A-share listing, Enwei Pharmaceutical has distributed a total of 185 million yuan in dividends [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Enwei Pharmaceutical was 7,348, a decrease of 13.66% from the previous period. The average number of circulating shares per shareholder increased by 21.82% to 4,478 shares [1]. - Among the top ten circulating shareholders, Rongtong Health Industry Flexible Allocation Mixed A/B (000727) is the second-largest shareholder with 529,400 shares, a decrease of 47.06% from the previous period. Rongtong Xin New Growth Mixed A (011403) and Rongtong Value Growth Mixed A (015553) have exited the top ten list [2].

Group 1 - The controllable nuclear fusion concept stocks experienced a significant decline in early trading on October 16, with companies such as Hezhong Intelligent, Zhongzhou Special Materials, China Nuclear Construction, and Haheng Huatuo dropping over 7% [1] - Other companies like China Electric Research, Jiusheng Electric, Changfu Co., and Aikesibo also saw declines exceeding 4% [1]

Core Insights - Enwei Pharmaceutical's stock decreased by 0.48% on October 10, with a trading volume of 37.23 million yuan [1] - The company reported a financing net buy of -1.97 million yuan on the same day, indicating more repayments than new purchases [1] - As of October 10, the total margin balance for Enwei Pharmaceutical was 98.07 million yuan, accounting for 3.05% of its market capitalization [1] Financial Performance - For the first half of 2025, Enwei Pharmaceutical achieved a revenue of 449 million yuan, representing a year-on-year growth of 15.73% [2] - The net profit attributable to the parent company for the same period was 38.34 million yuan, showing a significant increase of 113.80% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Enwei Pharmaceutical was 7,348, a decrease of 13.66% from the previous period [2] - The average number of circulating shares per shareholder increased by 21.82% to 4,478 shares [2] - The company has distributed a total of 185 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of June 30, 2025, the second-largest circulating shareholder was Rongtong Health Industry Flexible Allocation Mixed A/B, holding 529,400 shares, which is a decrease of 470,600 shares from the previous period [3] - Rongtong Xin New Growth Mixed A and Rongtong Value Growth Mixed A have exited the list of the top ten circulating shareholders [3]

Group 1: Company Events and Themes - The company "蜂助手" is focusing on AI edge computing and chip communication through a private placement [3][39] - A deep report on the upstream life sciences industry is scheduled, indicating a focus on healthcare and pharmaceuticals [7][39] - An update on the color metal industry is planned, reflecting ongoing developments in materials science [19][39] Group 2: Financial Analysis and Recommendations - A mid-term report analysis of 兴业银行 (Industrial Bank) will be conducted, highlighting its investment value [22][39] - A discussion on the pharmaceutical industry and updates on 华领医药 (Hualing Pharmaceutical) is set, suggesting potential investment opportunities in healthcare [28][39] - An electronic industry outlook report is scheduled, indicating a focus on technology and electronics sectors [34][39]

Market Overview - On October 9, the A-share market saw a strong rally, with the Shanghai Composite Index rising over 1% to surpass 3900 points, marking a 10-year high [1] - The total trading volume in the Shanghai and Shenzhen markets reached 26,723 billion yuan, an increase of 4,748 billion yuan compared to the previous trading day [1] - The technology sector, particularly the STAR Market, experienced significant gains, with the STAR 50 Index surging over 6% during the session [1] Sector Performance - The non-ferrous metals sector showed remarkable performance, with stocks like Tongling Nonferrous Metals, Northern Copper, and Yunnan Copper hitting the daily limit [1][5] - The rare earth sector also saw gains, with companies like China Rare Earth and Northern Rare Earth reaching their daily limit [8] - The storage chip concept remained active, with stocks such as Zhaoxin Semiconductor and Huahong Semiconductor hitting their daily limit [12] Notable Stocks - Newly listed stock Yunhan Chip City (301563) closed up 40.89%, reaching 164.56 yuan per share, with an intraday high of over 70% [2] - In the Hong Kong market, stocks like Xin Mining Resources and Hang Seng Bank saw significant increases, with Xin Mining Resources rising over 120% [4] Gold and Precious Metals - International spot gold prices surged past $4000 per ounce, reaching a historical high, driven by factors such as the U.S. government shutdown and ongoing expectations of interest rate cuts by the Federal Reserve [6][7] - Analysts suggest that the rise in gold prices is also influenced by global central banks' continued purchases of gold [7] Fusion Energy Sector - The controlled nuclear fusion concept gained traction, with stocks like Changfu Co. and Western Superconducting Technologies hitting their daily limit [9] - The BEST project in Hefei achieved a key breakthrough, marking a new phase in its construction [10] - The upcoming International Atomic Energy Fusion Energy Conference is expected to catalyze further developments in the fusion sector [11] Semiconductor Market - The storage chip market is projected to see price increases, with expectations of a 10% rise in eSSD prices and a 10-15% increase in DDR5 RDIMM prices by Q4 2025 [12][14] - NAND Flash prices are also expected to rise, with estimates of a 5-10% increase in Q4 2025 due to high demand from data centers [14]

Core Viewpoint - The stock prices of companies such as Hezhong Intelligent and Yongding Co., Ltd. have reached their daily limit, indicating strong market interest and potential investment opportunities in these firms [1] Group 1: Company Performance - Hezhong Intelligent and Yongding Co., Ltd. experienced a limit-up in their stock prices, suggesting significant investor confidence [1] - Other companies such as Hahuan Huaton, Tianli Composite, and Changfu Co., Ltd. saw their stock prices increase by over 10%, reflecting a positive trend in the market [1] - Additional companies including Shanghai Electric, Zhongzhou Special Materials, Zhejiang Fuhua Holdings, Western Superconducting Technologies, and Guoguang Electric also experienced stock price increases, indicating a broader market rally [1]

Market Overview - The Chinese medicine sector experienced a decline of 0.36% on September 25, with Enwei Pharmaceutical leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers included: - Weikang Pharmaceutical, closing at 25.25 with a rise of 9.83% and a trading volume of 135,600 shares, totaling 329 million yuan [1] - Yisheng Pharmaceutical, closing at 7.98 with a rise of 1.53% and a trading volume of 80,000 shares, totaling 6.41 million yuan [1] - Major decliners included: - Enwei Pharmaceutical, closing at 32.25 with a drop of 3.09% and a trading volume of 8,950 shares, totaling 2.91 million yuan [2] - Zhendong Pharmaceutical, closing at 6.85 with a drop of 2.97% and a trading volume of 508,400 shares [2] Capital Flow - The Chinese medicine sector saw a net outflow of 462 million yuan from institutional investors, while retail investors contributed a net inflow of 315 million yuan [2] - The table of capital flow indicates that: - Wanbangde had a net inflow of 23.44 million yuan from institutional investors, but a net outflow of 29.29 million yuan from retail investors [3] - Jilin Aodong experienced a net inflow of 21.10 million yuan from institutional investors, with outflows from both retail and speculative investors [3]

Summary of Key Points Core Viewpoint - On September 25, a total of 12 companies had their restricted shares unlocked, with a total unlocking volume of 131 million shares, amounting to a market value of 4.428 billion yuan based on the latest closing price [1] Unlocking Volume - Two companies had unlocking shares exceeding 10 million: Enwei Pharmaceutical with 69.79 million shares and Huahai Pharmaceutical with 41.15 million shares, followed by Lierda with 9.28 million shares [1] Unlocking Market Value - The market value of unlocked shares exceeded 100 million yuan for two companies: Enwei Pharmaceutical at 2.323 billion yuan, Huahai Pharmaceutical at 919 million yuan, and Wancheng Group at 762 million yuan [1] Unlocking Ratio - One company had an unlocking ratio exceeding 10%: Enwei Pharmaceutical at 67.83%, followed by Huahai Pharmaceutical at 2.75% and Wancheng Group at 2.36% [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 2、本次实际控制人一致行动协议到期终止，公司实际控制人及控股股东不会发生变化。 3、薛永新先生、薛永江先生、薛刚先生、薛维洪先生为亲属关系，薛永江先生、薛刚先生和薛维洪先 生在上市公司担任董事及高级管理人员职务。属于《上市公司收购管理办法》第八十三条规定的一致行 动人情形。本次《一致行动协议》到期终止后，上述实际控制人仍共同为恩威医药股份有限公司（以下 简称"公司"或"恩威医药"）的实际控制人，仍需继续遵守《上市公司收购管理办法》《上市公司董事和 高级管理人员所持本公司股份及其变动管理规则》《深圳证券交易所上市公司自律监管指引第18号一一 股东及董事、高级管理人员减持股份》等有关法律法规和规范性文件关于一致行动的规定，在公司的收 购及相关股份权益变动和股份减持活动中合并计算其所持有的公司股份。 公司于近日收到实际控制人薛永新先生、薛永江先生、薛刚先生、薛维洪先生出具的《关于〈一致行动 人协议〉到期不再续签的告知函》。经各方同意并确认，各方签署的《一致行动人协议》于 2025 年 9 月20 日到期后不再续签。现将相关情况公告如下： 证券代码：301331 证券 ...