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分红280亿背后 谁的科兴
经济观察报· 2025-07-12 07:55
这场迟来的分红盛宴,让科兴生物至少四个投资方分别获得超 20亿元的现金股息回报。按照科兴生物停牌时的6.47美元/股 计算,股息率高达850%。 作者: 张英 美编:肖利亚 2025年7月10日,因停牌被套六年的股民,终于等来了科兴生物(NASDAQ:SVA)280亿元人民 币的超级分红。 280亿元并不是中国企业单次分红的最高纪录,但很少有分红事件像科兴这样裹挟如此多的元素 ——疫苗情绪、民族感情、企业内斗。 这家疫苗龙头企业经历了长达七年的控制权之争。"疫苗大佬"尹卫东、哈佛大学博士李嘉强、北 大教授潘爱华、"创投教父"阎焱是这场内斗中的核心人物。 科兴生物是北京科兴生物制品有限公司(下称"北京科兴")的母公司,北京科兴控股的北京科兴 中维生物技术有限公司(下称"科兴中维")是新冠疫苗的主要供应商。2021年至2022年,科兴 生物营收超1300亿元,净利超960亿元。 这场迟来的分红盛宴,让科兴生物至少四个投资方分别获得超20亿元的现金股息回报。按照科兴 生物停牌时的6.47美元/股计算,股息率高达850%。 双方当前共同面临的一个时间节点是7月15日,在此之前,科兴生物必须向纳斯达克提交合规性整 改方 ...
分红280亿背后 谁的科兴
Jing Ji Guan Cha Wang· 2025-07-12 07:44
这场迟来的分红盛宴,让科兴生物至少四个投资方分别获得超20亿元的现金股息回报。按照科兴生物停牌时的6.47美元/股计算,股息率高达850%。 然而,在巨额分红落袋之际,科兴生物却有两个董事会、两位董事长同时宣称掌权。 双方当前共同面临的一个时间节点是7月15日,在此之前,科兴生物必须向纳斯达克提交合规性整改方案,否则可能面临被纳斯达克退市的风险。 谁分了红 经济观察报 记者 张英 2025年7月10日,因停牌被套六年的股民,终于等来了科兴生物(NASDAQ:SVA)280亿元人民币的超级分红。 280亿元并不是中国企业单次分红的最高纪录,但很少有分红事件像科兴这样裹挟如此多的元素——疫苗情绪、民族感情、企业内斗。 这家疫苗龙头企业经历了长达七年的控制权之争。"疫苗大佬"尹卫东、哈佛大学博士李嘉强、北大教授潘爱华、"创投教父"阎焱是这场内斗中的核心人物。 科兴生物是北京科兴生物制品有限公司(下称"北京科兴")的母公司,北京科兴控股的北京科兴中维生物技术有限公司是新冠疫苗的主要供应商。2021年至 2022年,科兴生物营收超1300亿元,净利超960亿元。 过去几年,每当科兴生物或相关方披露新冠疫苗利润数据,都会 ...
“新冠疫苗”之王科兴生物派发巨额分红,七年内斗迎来终局?
Guan Cha Zhe Wang· 2025-07-11 10:11
850%股息率,疫情红利耗尽后的"清仓式"分红 7月9日,科兴生物召开特别股东大会。股东投票通过了赛富基金(SAIF)提出的两项提案:罢免现任董事会成员,并选举SAIF提名的十位资深董事候选人 进入董事会,尹卫东阵营占据绝大多数席位。 7月9日,停牌逾六年的科兴生物(NASDAQ:SVA)上演了一场控制权争夺的终极对决。股东投票通过赛富基金提案,罢免由李嘉强主导的现任董事会, 并选举以创始人尹卫东阵营为核心的新十人董事会。然而会议刚落幕,李嘉强即向媒体回应该决议"不合法",双方围绕董事会合法性的死结仍未解开。 这场冲突的导火索源于科兴生物于7月初抛出的"清仓式分红"计划——总额最高75亿美元(约538亿元人民币),每股分红上限达124美元,相当于停牌前股 价6.47美元的19倍。首期每股55美元的股息已于股东大会前支付,股息率高达850%,逾33亿美元现金涌入股东账户。 如此天价派现,实为新冠疫情期间天量利润的集中释放:2021年其疫苗收入飙升至193.75亿美元,净利润暴增7572%至84.67亿美元,但2023年迅速跌入亏 损,非新冠业务收入始终未突破2亿美元/年。分红后,公司现金储备消耗超七成,仅剩约2 ...
疫苗之王,突击分红500亿!
商业洞察· 2025-07-11 08:38
以下文章来源于牲产队 ,作者牲产队长 牲产队 . 挣工分,磨洋工,舒服一会儿是一会儿 作者: 牲产队长 来源: 牲产队 疫苗之王,要突击分红 500 亿! 这就很离谱! 科兴生物,大家都很熟悉了。这几乎就是一个家喻户晓的名字。在那个特殊的时期,科兴生物站 在时代的风口之上,仅用一年时间,就赚够了数十年的钱。可现在呢?它要把那一波赚到的利 润,来一次 " 清仓式 " 的分红。分多少呢? 75 亿美元,折合人民币约 538 亿! ---------------------------------- 要是你持有科兴生物的股票,维持到现在,只要有 100 股,就能分走 6.5 万元,持有 1000 股,就能分走 65 万元了。可它的股价才多少? 6.47 美元,总市值 3.89 亿美元。分红倍率超 过股价的 20 倍! | 科六士物 SINOVAC BIR | | | (+) 漆加目选 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | US ...
一周医药速览(07.07-07.11)
Cai Jing Wang· 2025-07-11 08:29
济川药业:"小儿便通颗粒"获上市许可受理,当前临床尚无治疗小儿便秘的儿童专用中药创新药 济川药业发布关于收到药品注册申请受理通知书的公告。披露全资子公司济川药业集团有限公司收到国家药品监督管 理局签发的"小儿便通颗粒"申报上市许可的《受理通知书》。目前,市场上可用于小儿便秘的同类产品主要用于其他 疾病伴发的便秘症状,临床尚无治疗小儿便秘的儿童专用中药创新药。该产品有望成为指导原则《小儿便秘中药新药 临床研发技术指导原则(试行)》(2024年)发布后的首个用于小儿便秘的中药1.1类儿童专用药。 信达生物官方公众号发布消息。披露首款中国企业自主研发的KRAS G12C抑制剂达伯特®(氟泽雷塞片,Fulzerasib) 已正式获得中国澳门特别行政区药品监管部门批准上市,成为澳门首个获批的中国自主研发KRAS G12C抑制剂,为澳 门KRAS G12C突变型晚期非小细胞肺癌(NSCLC)患者带来全新精准靶向治疗方案。推文介绍,信达生物旗下创新 药物达伯特®,针对携带KRAS G12C基因突变的晚期非小细胞肺癌患者,能够特异性抑制致癌KRAS G12C蛋白,阻断 肿瘤细胞增殖信号,填补了传统治疗手段疗效有限的临床空白。 ...
科兴生物75亿美元“清仓式分红”背后:十年内斗掏空现金储备,研发停滞退市风险激增
Hua Xia Shi Bao· 2025-07-11 08:09
赛富阵营宣布,投票通过罢免李嘉强董事会,选举尹卫东、阎焱(赛富)、付山(维梧)等10人为新董 事。 强新资本实控人、现任董事长李嘉强阵营则反击道:会议已被法院叫停,所谓新董事会"不合法",并强 调将继续推进分红。 具体来看,强新资本主导的原董事会于7月9日股东大会前突击支付首笔每股55美元分红(总额33亿美 元),并明示"反对议案者将丧失后续股息",直接以现金胁迫股东支持。 而科兴生物的困局始于私有化分歧。 被资本市场称为"疫苗行业世纪对决"的博弈,在7月9日加勒比海岛国安提瓜和巴布达的特别股东大会上 达到高潮。 7月7日,6年前购入科兴生物(NASDAQ: SVA)股票的股东收到了一张每股55美元的股息支票——这 笔钱相当于他当初买入股价(6.47美元)的8.5倍。然而,如此"慷慨"的分红却被中小股东视为内斗副产 品。 一边是现任董事会以"75亿美元"分红为筹码争夺支持,另一边是赛富基金联合创始人尹卫东派系发 动"政变",最终宣布罢免现任董事会并任命新董事。而双方均宣称自己合法,将分红承诺当作权斗武 器。 三阶段分红总额达每股124美元,以停牌价6.47美元计算,股息率超1900%。被冻结6年的股东面临"拿 ...
财经早报:7方面举措,稳就业!国务院19条硬核措施发布,特朗普就中美关系表态!外交部回应
Xin Lang Zheng Quan· 2025-07-09 23:50
Group 1 - The State Council issued a notification with seven measures to stabilize employment, enterprises, markets, and expectations to promote high-quality economic development [2] - The notification includes expanding the scope of special loans for stabilizing jobs and increasing the unemployment insurance refund ratio for small and medium-sized enterprises from a maximum of 60% to 90% [2] - The core Consumer Price Index (CPI) rose by 0.1% year-on-year in June, marking a 14-month high, while the Producer Price Index (PPI) showed a widening year-on-year decline [3] Group 2 - The Chinese economy is expected to exceed 140 trillion yuan this year, with an incremental growth of over 35 trillion yuan during the 14th Five-Year Plan period [5] - The U.S. President announced new tariffs on products from eight countries, with rates ranging from 20% to 50% starting August 1, 2025 [6] - The Ministry of Industry and Information Technology intervened to ensure car manufacturers adhere to a 60-day payment term for suppliers [7] Group 3 - A recent HSBC survey indicated that mainland Chinese investors are increasingly willing to reduce cash holdings and invest in alternative assets, with cash allocation dropping from 31% to 25% [8] - The Hong Kong Stock Exchange experienced a significant influx of companies listing simultaneously, with five companies and one ETF listed on the same day [10] - Over 2,000 private equity funds reached historical net asset value highs in June, with over 90% of large private equity firms achieving positive returns [11] Group 4 - Jay Chou's entry into Douyin led to a surge in the stock price of Giant Legend, which rose by 94.37% on the announcement day, reaching a market cap of 10.695 billion HKD [12] - Nvidia became the first company to reach a market capitalization of 4 trillion USD, driven by optimism regarding its leadership in the AI sector [13] - The ongoing internal conflict at Sinovac Biotech resulted in a significant board reshuffle, with a new board promising to push for resumption of trading and dividend distribution [15][16] Group 5 - Luckin Coffee's major shareholder is reportedly interested in acquiring Starbucks' China business, which has received multiple bids with a valuation of up to 10 billion USD [17] - Management changes at Greater Bay Area Airlines include the appointment of a new CEO and board member, indicating a shift in leadership [18] - Zhiyuan Robotics responded to speculation about a reverse merger, clarifying that its acquisition of a controlling stake does not constitute a reverse listing [19]
最高50%!特朗普宣布对八国关税税率;英伟达市值一度突破4万亿美元;马斯克旗下X平台CEO宣布辞职;科兴生物董事会大洗牌丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-07-09 22:04
Group 1 - The People's Bank of China conducted a 7-day reverse repurchase operation amounting to 57.2 billion yuan [3] - The U.S. stock market saw all three major indices close higher, with the Dow Jones up 0.49%, Nasdaq up 0.94%, and S&P 500 up 0.61% [4] - Bitcoin reached a historic high of $112,000, with a current price of $111,181, marking a year-to-date increase of approximately 19% [4] Group 2 - International oil prices experienced a slight decline, with WTI crude oil down 0.06% at $68.29 per barrel and Brent crude down 0.03% at $70.13 per barrel [5] - European stock indices closed higher, with Germany's DAX up 1.42%, France's CAC40 up 1.44%, and the UK's FTSE 100 up 0.15% [6] Group 3 - The State Council issued a notice to enhance employment support policies, focusing on stabilizing employment, enterprises, markets, and expectations to promote high-quality economic development [7] - The State Administration for Market Regulation held a meeting on fair competition, emphasizing the need for fair competition governance and anti-monopoly enforcement [8] Group 4 - The Ministry of Industry and Information Technology opened an online feedback window for key automotive companies to address issues related to payment cycles for small and medium-sized enterprises [9] - The National Health Commission issued a ban on two surgical procedures for treating Alzheimer's disease and type 2 diabetes [10] Group 5 - The Ministry of Culture and Tourism announced a zero-tolerance policy towards forced shopping in the tourism market, launching a year-long special rectification campaign [10] - The State Council appointed new officials, including Yang Weilin as Deputy Minister of Public Security and Wu Zeng as Deputy Minister of Justice [11] Group 6 - Alibaba completed the issuance of zero-coupon convertible bonds totaling 12.023 billion HKD, maturing in 2032 [16] - BYD announced the achievement of L4-level smart parking technology, promising full liability coverage for users in China [18] - Li Auto announced the official release of its family-oriented electric SUV, the Li Xiang i8, on July 29 [20] - NIO announced the completion of its 1,000th highway battery swap station, enhancing its charging network across major cities [22] - China National Petroleum Corporation reported that the Kashagan oil field's cumulative oil production has surpassed 1 billion barrels [24] - A significant board reshuffle occurred at Sinovac Biotech, with SAIF Partners gaining majority control [25] - Zhiyuan Robotics responded to speculation about a reverse merger, stating no significant changes are planned in the next 12 months [27] - Amap launched an AR check-in feature to enhance user interaction and engagement [28] - Chayan Yuesheng announced its entry into the North American market through e-commerce [30] - Linda Yaccarino, CEO of X platform, announced her resignation, raising questions about the company's future direction [32]
科兴控股董事长李嘉强回应自己被罢免:所谓新董事会不合法
经济观察报· 2025-07-09 13:04
李嘉强方对经济观察报独家回应称,赛富基金所称的新董事会 不合法。其表示,7月9日举行的特别股东大会已被休会,目的 是等待安提瓜法院就维梧资本及尚珹资本所持股份的有效性作 出最终裁决。 作者: 张英 封图:图虫创意 7月9日,科兴控股(NASDAQ: SVA)股东在加勒比海上演了一场控制权大战。 科兴控股是北京科兴生物的母公司,北京科兴生物控股的科兴中维是新冠疫苗主要供应商。2021 年至2022年,科兴控股营收超1300亿元,净利超960亿元。 7月9日科兴控股召开了一场特别股东大会,会议地点是位于加勒比海域的安提瓜和巴布达首都圣 约翰,该地是科兴控股的注册地。这次大会主要是为了票决两项提案:罢免现任董事会;选举10 名新董事候选人组成新董事会。 此处的现任董事会是指以董事长李嘉强为首的董事会。李嘉强是东南大学校友、哈佛大学医学博 士,自2013年开始,李嘉强及其控制的1Globe Capital等开始增持科兴控股股份,此后成为科兴控 股实际的第一大股东。 在对科兴控股的控制权争夺战中,李嘉强方的对手是科兴控股创始人、原董事长尹卫东阵营。尹卫 东阵营成员包括提出上述两项提案的赛富基金。赛富基金是一家私募股权公 ...
科兴控股董事长李嘉强回应自己被罢免:所谓新董事会不合法
Jing Ji Guan Cha Wang· 2025-07-09 13:03
Core Viewpoint - The control battle over Sinovac Biotech (NASDAQ: SVA) has intensified, with a special shareholders' meeting held in Antigua and Barbuda to vote on the removal of the current board led by Chairman Li Jiaqi and the election of a new board proposed by the Yin Weidong camp, backed by the private equity firm Sequoia Capital [2][3]. Group 1: Company Background - Sinovac Biotech is the parent company of Beijing Sinovac Biotech, which is a major supplier of COVID-19 vaccines. From 2021 to 2022, Sinovac Biotech generated over 130 billion yuan in revenue and over 96 billion yuan in net profit [3]. Group 2: Shareholder Meeting Details - The special shareholders' meeting on July 9 was primarily to vote on two proposals: the dismissal of the current board and the election of ten new board members [3]. - The meeting was held in the capital of Antigua and Barbuda, where Sinovac Biotech is registered [3]. Group 3: Control Battle Dynamics - Li Jiaqi, who has been the actual largest shareholder since 2013, faces opposition from the original founder and former chairman, Yin Weidong, whose camp includes Sequoia Capital [3]. - Following the announcement of two court rulings from Antigua, Li Jiaqi decided to suspend the meeting, but board member Lu Yulin later reconvened it [4]. Group 4: Legal Proceedings and Claims - Sequoia Capital claimed that the proposals for the new board were approved during the meeting, indicating that Li Jiaqi's faction would lose control of Sinovac Biotech [3]. - Li Jiaqi's camp contended that the meeting was not valid due to ongoing litigation regarding the validity of shares held by Weiwu Capital and Shangcheng Capital, which are also part of Yin Weidong's faction [4][5]. Group 5: Future Plans and Governance - Li Jiaqi's faction asserted that they would continue to govern the company and execute a previously announced special cash dividend of $55 per share, with the distribution process already initiated [6]. - Plans to restore common stock trading on NASDAQ and explore a listing on the Hong Kong Stock Exchange to enhance liquidity and shareholder returns were also mentioned [6].