股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 宜明昂科生物醫藥技術（上海）股份有限公司（於中華人民共和國註冊成立的股份有限公司） 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01541 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 396,277,305 | RMB | | 1 RMB | | 396,277,305 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 396,277,305 | RMB | | 1 RMB | | 396,277,305 | ...

Group 1 - The Hong Kong biotechnology stocks collectively rose, with notable increases in several companies' stock prices [1][2] - Beihai Kangcheng-B saw a rise of nearly 19%, while other companies like Gilead Sciences-B and Ascentage Pharma-B also experienced significant gains of over 15% and 9% respectively [1][2] - The overall trend indicates a positive sentiment in the biotechnology sector, with multiple companies achieving gains of over 5% [1][2] Group 2 - Specific stock performance includes: Beihai Kangcheng-B at 18.99% increase, Gilead Sciences-B at 15.30%, and Ascentage Pharma-B at 9.48% [2] - The market capitalization of these companies varies significantly, with Gilead Sciences-B at approximately 11.477 billion and Ascentage Pharma-B at about 29.86 billion [2] - Other notable performers include Jiahua Bio-B and Beikang Medical-B, both showing increases of over 7% [1][2]

Investment Rating - The report indicates a positive outlook for the autoimmune therapy market, suggesting significant growth potential and investment opportunities in the sector [8]. Core Insights - The autoimmune market is the second largest after oncology, with a global market size of $132.3 billion in 2022, projected to reach $176.7 billion by 2030, reflecting a compound annual growth rate (CAGR) of 3.68% from 2022 to 2030 [8]. - The report highlights the potential for multi-target interventions to enhance treatment efficacy in autoimmune diseases, transitioning from monoclonal antibodies to bispecific and multispecific antibodies [19]. - The report emphasizes the significant market space for autoimmune therapies in China, where the autoimmune market size was only $2.9 billion in 2022, representing just 8% of the oncology market size of $34.7 billion, indicating substantial room for growth [8]. Market Overview - The global autoimmune drug market is expected to grow significantly, with the market size projected to increase from $1,323 million in 2022 to $1,767 million by 2030 [8]. - The report provides a detailed analysis of various autoimmune diseases, their prevalence, and the corresponding patient populations globally, including conditions like atopic dermatitis, chronic obstructive pulmonary disease, and rheumatoid arthritis [6][11]. Clinical Research Progress - The report outlines advancements in clinical research for dual-target and multi-target therapies, indicating a shift towards more effective treatment options for complex autoimmune diseases [19][22]. - It discusses the development of several blockbuster monoclonal antibody drugs in the autoimmune sector, with projected sales for top drugs in 2024, including Dupilumab at $14.15 billion and Risankizumab at $11.72 billion [9]. Key Companies to Watch - The report identifies key companies involved in the development of autoimmune therapies, including Sanofi, AbbVie, and Johnson & Johnson, highlighting their leading products and market positions [9][25].

Major Events - Li Auto officially launched its family-oriented six-seat pure electric SUV, the Li Auto i8 [1] - Yue Gang Wan Holdings entered into a sale agreement with Champion Road Group Limited [1] - Sihuan Pharmaceutical completed the first patient enrollment in the Phase III clinical trial for its innovative drug Annelazole Sodium for a new indication of gastroesophageal reflux disease [1] - China National Pharmaceutical Group successfully progressed in the licensing cooperation for LM-299, with a $300 million milestone payment expected soon [1] - Yiming Anke received milestone payments under the authorization and cooperation agreement with AXION BIO [1] Share Buybacks/Reductions - Midea Group repurchased 832,500 A-shares for approximately 59.9954 million yuan on July 30 [1] - Shanghai Electric repurchased 3 million A-shares for about 23.957 million yuan on July 30 [1] - Vitasoy International repurchased 2.122 million shares for approximately 19.5997 million HKD on July 30 [1] - Draka Comteq B.V. reduced its holdings by approximately 37.5953 million H-shares, lowering its stake to 10% [1] Operating Performance - CATL reported a net profit attributable to shareholders of 30.512 billion yuan, an increase of 33.02% year-on-year [1] - HSBC announced a post-tax profit of $12.4 billion for the first half of 2025, a decrease of 30% year-on-year [1] - New Oriental reported a net profit attributable to shareholders of $372 million, a year-on-year increase of 20.1% [1] - China Ruyi Holdings expects a post-tax comprehensive net profit of approximately 1 billion to 1.2 billion yuan for the interim period, turning a profit year-on-year [1] - Saint Bella anticipates a net profit of no less than 320 million yuan for the first half of the year, also turning a profit year-on-year [1] - Prada reported a net revenue of approximately 386 million euros for the first half, a year-on-year increase of 0.62% [1] - Hang Lung Group reported a net profit attributable to shareholders of 697 million HKD for the first half of 2025, a decrease of 21.51% year-on-year [1] - Hang Lung Properties reported a net profit attributable to shareholders of 912 million HKD for the first half of 2025, a decrease of 14.04% year-on-year [1] - Hang Seng Bank reported a net profit of 6.88 billion HKD for the first half of 2025, a decrease of 30.46% year-on-year [1] Other Developments - Giant Star Legend's subsidiary entered into a cooperation agreement with Yushu Technology [2] - COSCO Shipping Development plans to order 10 bulk carriers with a deadweight tonnage of 210,000 tons and lease them out [2]

Group 1 - Ningde Times (03750.HK) reported a net profit attributable to shareholders of 30.512 billion yuan for the first half of 2025, representing a year-on-year increase of 33.02% [1] - The company's revenue for the same period reached 178.9 billion yuan, showing a year-on-year growth of 7.27% [1] - The basic earnings per share for Ningde Times were 6.92 yuan per share, and the company announced an interim dividend of 10.07 yuan per 10 shares (tax included) [1] Group 2 - In the power battery sector, Ningde Times held a global market share of 38.1% from January to May 2025, an increase of 0.6 percentage points compared to the same period last year [1] - In the energy storage sector, the company ranked first globally in battery production from January to June 2025 [1]

Core Viewpoint - The company has received a milestone payment of $10 million from Instil following the FDA approval for the initiation of Phase I clinical trials for IMM2510/AXN-2510 in the United States, indicating ongoing progress and commitment in their partnership [1] Group 1 - The total amount received under the licensing and collaboration agreement has reached $30 million, which includes the milestone payment [1] - The announcement reflects the strong collaboration and ongoing developments between the company and Instil [1]

Group 1 - The core point of the article is that Yiming Anke-B (01541) has received FDA approval to initiate Phase I clinical trials for IMM2510/AXN-2510 in the United States, leading to a milestone payment of 10 million USD from Instil [1] - As of the date of the announcement, the total payments received under the authorization and collaboration agreement have reached 30 million USD, including milestone payments, indicating ongoing progress and commitment between the company and Instil [1]

Core Viewpoint - The company has received FDA approval for its drug IMM2510/AXN-2510 to initiate Phase I clinical trials in the U.S., leading to a milestone payment of $10 million from Instil, reflecting ongoing progress and commitment in their partnership [1] Group 1 - The total payments received under the licensing and collaboration agreement with Instil have reached $30 million, including milestone payments [1] - IMM2510/AXN-2510 is a bispecific antibody targeting PD-L1 and VEGF, currently being developed for the treatment of various solid tumors [1] - The drug differentiates itself from other PD-(L)1xVEGF bispecific antibodies by blocking multiple VEGF receptor ligands beyond VEGF-A, utilizing PD-L1 as an anchor point in the tumor microenvironment, and enhancing antibody-dependent cellular cytotoxicity (ADCC) to directly kill PD-L1 positive tumor cells [1]

Core Viewpoint - The announcement highlights the ongoing collaboration between the company and Instil, with significant milestone payments received, indicating progress in the development of a dual-specificity antibody for cancer treatment [1] Group 1 - The company has received a milestone payment of 10 million USD from Instil since signing the licensing and collaboration agreement with AXION BIO on August 1, 2024 [1] - The total payments received under the agreement have reached 30 million USD as of the date of the announcement, reflecting a commitment to continued progress with Instil [1] - IMM2510/AXN-2510 is a dual-specificity antibody targeting PD-L1 and VEGF, currently being developed for the treatment of various solid tumors [1]

本公告由宜明昂科生物醫藥技術（上海）股份有限公司（「本公司」，連同其附屬 公司統稱「本集團」）自願作出，以告知本公司股東及潛在投資者有關本集團的 最新業務發展情況。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因 倚賴該等內容而引致的任何損失承擔任何責任。 ImmuneOnco Biopharmaceuticals (Shanghai) Inc. 宜明昂科生物醫藥技術（上海）股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：1541） 自願公告 收到與AXION BIO的授權及 合作協議項下里程碑付款 茲提述本公司日期為2024年8月1日、2024年8月22日、2024年9月11日、2025年5 月7日及2025年7月2日的公告，內容有關（其中包括）(i)與Instil Bio, Inc.（「Instil」， NASDAQ：TIL)的全資附屬公司Axion Bio, Inc.（「Axion Bio」，前稱SynBioTx Inc.） 訂立日期為2024年8月1日的授權及合作協 ...