近日，上海医药发布公告称，公司拟通过产权交易所以公开挂牌方式转让所持参股子公司中美上海施贵宝制药有限公 司30%股权，挂牌转让价格不低于10.23亿元，且需完成相关国有评估管理程序，最终转让价格以公开挂牌成交结果为 准。 据公告，百时美施贵宝（中国）投资有限公司拟对外出售其持有的中美施贵宝60%股权，经多轮竞标与谈判，潜在收 购方于2025年6月提交确认性报价，拟以4.8亿美元的等值人民币收购中美施贵宝的100%股权。其中，上海医药持有的 30%股权对应价格1.44亿美元。 经综合比较并充分考虑，公司认为在市场化报价下实现股权退出更能够实现资产价值最大化、维护全体股东特别是中 小股东的利益。因此，以评估基准日 （2025年9月30日）中国人民银行发布的人民币对美元汇率中间价7.1055为准， 拟定挂牌底价为人民币102319.2万元（需完成相关国有评估管理程序），最终转让价格以公开挂牌成交结果为准。 公告表示，此次交易目的是为进一步优化投资结构，实现资产价值最大化。受让方目前尚未确定，暂不构成关联交 易，也不构成重大资产重组。公司董事会已审议通过相关议案，无需提交股东大会审议。 股权结构上，中美施贵宝目前由百 ...

2月4日，上海医药披露公告称，拟通过产权交易所以公开挂牌方式，转让其持有的中美施贵宝30%的股 权，挂牌转让价格不低于10.23亿元。 目前，中美施贵宝的股权由三方持有，其中百时美施贵宝（中国）投资有限公司持股60%，上海医药持 股30%，国药集团资产管理有限公司持股10%。若此次顺利转让，上海医药将不再持有中美施贵宝股 权。 资料显示，中美施贵宝成立于1982年，是我国最早一批中外合资制药企业，公司专注于抗肿瘤、心血 管、抗病毒等领域的处方药研发、生产与销售，引进并本地化生产博路定、百服咛等多款知名原研药。 但受集采和竞争影响，中美施贵宝的业绩持续下滑，2024年实现营收17.95亿元、净利润2.48亿元。2025 年前三季度营收降至10.96亿元、净利润为8711.89万元，较2016年营收47.24亿元、净利润6.22亿元的峰 值均大幅缩水。 实际上，上海医药近年一直在推进资产优化整合。去年4月，上海医药斥资近10亿元进一步控股和黄药 业，获得了"麝香保心丸"等多个中药产品。并且，还通过旗下的上药云健康平台收购多家DTP药房企 业。 研发方面，上海医药也在不断加大投入。2025年前三季度累计研发投入17 ...

Group 1 - Shanghai Pharmaceuticals plans to transfer 30% equity stake in China and America Bristol-Myers Squibb for no less than 1.023 billion yuan, aiming to optimize investment structure and achieve asset appreciation [1] - The net profit of the target company for the first three quarters of 2025 was 87.11 million yuan, and the transaction is not expected to have a significant impact, although uncertainties exist regarding the buyer [1] Group 2 - Pianzaihuang's controlling shareholder, Jiulongjiang Group, has received a loan commitment from Industrial and Commercial Bank of China for up to 450 million yuan to support the purchase of additional shares [2] - The controlling shareholder plans to use additional self-funding of 300 million to 500 million yuan for the share acquisition, reflecting confidence in the company's value [2] Group 3 - Qizheng Tibetan Medicine's subsidiary has received a registration certificate for the "Cui Tang Granules" from the Macau government, which is a traditional Chinese medicine for respiratory issues [3] - The approval is expected to help expand the company's presence in overseas markets, although it is not anticipated to have a significant impact on recent performance [3] Group 4 - Zhifei Biological's subsidiary has received approval for clinical trials of a freeze-dried varicella inactivated vaccine, which aims to prevent chickenpox and shingles [4] - The vaccine utilizes self-developed technology and fills a gap in the domestic inactivated vaccine market, but is not expected to have a major short-term impact on performance [4] Group 5 - Innovent Biologics forecasts total product revenue of approximately 11.9 billion yuan for 2025, marking a year-on-year growth of about 45% [5] - The company achieved approximately 3.3 billion yuan in total product revenue in the fourth quarter of 2025, with a year-on-year increase of over 60%, driven by steady growth in 13 oncology products and the release of 3 chronic disease medications [5]

Core Viewpoint - Shanghai Pharmaceuticals plans to transfer 30% equity stake in its subsidiary, China Medical Shanghai Bristol-Myers Squibb Pharmaceutical Co., Ltd. (referred to as "China Medical Bristol-Myers Squibb"), through a public listing with a minimum transfer price of 1.023 billion yuan [1][2] Group 1: Transaction Details - The transfer price is based on the previous equity disposal plan by Bristol-Myers Squibb, which aimed to sell its 60% stake in China Medical Bristol-Myers Squibb for approximately 480 million USD, equating to 1.44 billion USD for Shanghai Pharmaceuticals' 30% stake [1] - The transaction will result in Shanghai Pharmaceuticals no longer holding any equity in China Medical Bristol-Myers Squibb if completed successfully [1] Group 2: Company Financials - China Medical Bristol-Myers Squibb, established in 1982, has a registered capital of 18.44 million USD and operates in the pharmaceutical manufacturing sector [2] - For the fiscal year 2024 and the first three quarters of 2025, the company reported revenues of 1.795 billion yuan and 1.096 billion yuan, with net profits of 248 million yuan and 87.11 million yuan, respectively [2] - As of September 30, 2025, the total assets of China Medical Bristol-Myers Squibb amounted to 1.262 billion yuan, with net assets of 797 million yuan [2] Group 3: Strategic Implications - The transaction is expected to maximize asset value and protect the interests of all shareholders, particularly minority shareholders [1] - Shanghai Pharmaceuticals asserts that this transaction will not significantly impact its normal operations and financial status, while also optimizing its investment structure [2]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：国际金融报 近年来，上海医药增收不增利的情况比较明显，其正在优化结构。 2月4日晚，上海医药发布公告称，拟通过公开挂牌的方式转让其所持中美上海施贵宝制药有限公司（下 称 "中美上海施贵宝"）30%的股权，挂牌底价不低于10.23亿元，最终交易价格将以公开挂牌成交结果 为准。 跨国药企投资逻辑调整 2025年9月，百时美施贵宝（BMS）宣布，拟将中美上海施贵宝60%股权出售给高瓴资本集团的关联公 司。2025年12月，中美上海施贵宝公司60%股权交易已进入反垄断审批程序，这意味着该公司的控制权 变更已经进入实质性推进阶段。 资料显示，中美上海施贵宝成立于1982年，是改革开放后首家中美合资制药企业，由美国百时美施贵宝 公司与中国医药对外贸易总公司（后股权由国药集团资产管理有限公司承接）、上海医药品（集团）总 公司（后整合入上海医药）共同投资设立，注册资本1844万美元。公司主要从事全身用抗菌药、全身用 抗病毒药（即抗乙肝病毒药）、咳嗽和感冒用药、心血管系统药物以及多种维生素产品的生产和销售， 在中国医药市场具有重要历史地位。 从股权 ...

上海医药表示，本次交易完成后，公司将不再持有中美施贵宝股权。本次交易对公司的正常经营和财务 状况不构成重大影响，有利于维护国有资产权益、实现资产价值最大化，符合公司和全体股东的利益。 北京商报讯（记者 丁宁）2月4日晚间，上海医药（601607）发布公告称，公司拟通过产权交易所以公 开挂牌方式转让所持参股子公司中美上海施贵宝制药有限公司（以下简称"中美施贵宝"）30%股权，挂 牌转让价格不低于10.23亿元，且需完成相关国有评估管理程序，最终转让价格以公开挂牌成交结果为 准。 ...

根据公告，西格列汀二甲双胍缓释片适用于正在接受西格列汀和二甲双胍缓释片联合治疗的成人2型糖 尿病患者。该药品最早由MerckSharp&Dohme(默沙东)公司开发，于2012年在美国上市。 北京商报讯(记者王寅浩宋雨盈)2月4日，上海医药（601607）发公告称，公司下属常州制药厂有限公司 的西格列汀二甲双胍缓释片收到国家药品监督管理局颁发的《药品注册证书》，该药品获得批准生产。 ...

每经AI快讯，上海医药2月4日晚间发布公告称，公司第八届第二十八次董事会会议于2026年2月4日以 通讯方式召开。会议审议了《关于拟公开挂牌转让中美上海施贵宝制药有限公司30%股权的议案》等文 件。 每经头条（nbdtoutiao）——特朗普的"完美人选"颠覆美联储？解码凯文·沃什的"新政构想"：左手放水 右手抽水，要靠AI驯服通胀，拒做美债"大买家" （记者 王瀚黎） ...

Group 1 - The core viewpoint of the article is that Shanghai Pharmaceuticals plans to optimize its investment structure by publicly transferring its 30% stake in Celgene Corporation through a public listing, with a minimum listing price of approximately RMB 1.023 billion [1] Group 2 - The transfer process will involve a public listing and must complete relevant state-owned asset evaluation management procedures [1] - The final transfer price will be determined based on the results of the public listing [1]

Core Viewpoint - Shanghai Pharmaceuticals has received approval from the National Medical Products Administration for the production of its Sitagliptin Metformin Extended-Release Tablets, which is expected to enhance market share and competitiveness in the diabetes treatment sector [1] Group 1: Product Approval - The Sitagliptin Metformin Extended-Release Tablets are intended for adult patients with type 2 diabetes who are currently receiving combined treatment with Sitagliptin and Metformin [1] - The product was originally developed by Merck Sharp & Dohme and was launched in the United States in 2012 [1] - The application for registration was submitted to the National Medical Products Administration in June 2024 and has been accepted [1] Group 2: Financial Investment - The company has invested approximately RMB 8.49 million in research and development for this product [1] Group 3: Market Impact - According to national policies, newly registered generic drugs will receive greater support in areas such as medical insurance payments and procurement by medical institutions [1] - The approval of the Sitagliptin Metformin Extended-Release Tablets is expected to help expand market share and improve competitiveness [1] - The experience gained from this approval will be valuable for the company's future generic drug applications [1]