科兴生物制药股份有限公司 简式权益变动报告书 上市公司名称：科兴生物制药股份有限公司 股票上市地点：上海证券交易所 股票简称：科兴制药 股票代码：688136 信息披露义务人一：深圳科益医药控股有限公司 通讯地址：深圳市南山区粤海街道科兴科学园 D1 栋 42 层 信息披露义务人二：邓学勤 通讯地址：深圳市南山区粤海街道科兴科学园 D1 栋 42 层 股份变动性质：股份减少 签署日期：2025 年 6 月 30 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券公司信息 披露内容与格式准则第 15 号—权益变动报告书》（以下简称"准则 15 号"）及相 关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》、《收购办法》、准则 15 号的规定，本报告书已全面披露 了信息披露义务人在科兴生物制药股份有限公司中拥有权益的股份变动情况； 截至本报告书签署之日，除本报告书披露的持股 ...

证券代码：688136 证券简称：科兴制药 公告编号：2025-043 科兴生物制药股份有限公司 关于股东及其一致行动人权益变动触及 5%整数倍的提示性公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 本次权益变动为科兴生物制药股份有限公司（以下简称"公司"）控股股 东深圳科益医药控股有限公司（以下简称"科益医药"）履行此前披露的减持股 份计划，此外公司 2022 年限制性股票激励计划归属后总股本增加导致科益医药 及其一致行动人邓学勤合计持股比例被动稀释，以及公司实际控制人邓学勤 2023 年、2024 年增持公司股份等综合所致，不触及要约收购。 本次权益变动后，科益医药及其一致行动人邓学勤合计持有公司股份减 少至 129,767,472 股，占公司总股本的比例减少至 65.00%，股东权益变动触及 5% 的整数倍。截至本公告披露日，科益医药本次减持计划尚未实施完毕。 本次权益变动不会导致公司控股股东、实际控制人发生变化。 公司于 2025 年 6 月 30 日收到股东科益医药及其一致行动人邓 ...

Core Insights - The Chinese innovative drug market is projected to exceed 2,500 billion RMB in 2024, capturing 29% of the domestic core hospital market, and is expected to grow to over 4,500 billion RMB by 2030 [1] - The outbound licensing (BD) transactions for Chinese pharmaceutical companies are expected to reach 51.9 billion USD in 2024, with a forecast of 265.9 billion USD by 2030 [1] - The market is driven by industrial logic, policy support, and breakthroughs in internationalization strategies, making it one of the most promising sectors in the pharmaceutical industry [1][2] Market Growth - The innovative drug market in China is experiencing rapid growth, with the outpatient market projected to exceed 1,000 billion RMB in 2024 and 2,000 billion RMB by 2030 [1] - The number of cross-border License-out transactions for Chinese innovative drugs exceeded 50 in 2023, with a potential total value exceeding 40 billion USD [2] - The Chinese biotech sector is transitioning from being a global participant to a contributor, with a focus on innovation and collaboration [2] Internationalization Challenges - The internationalization of Chinese innovative drugs faces challenges such as cultural and regulatory differences across countries [3] - The potential for global multi-center clinical trials remains significant, as the current participation rate is still low [3] - The need for "ecological collaboration" is emphasized to enhance global competitiveness and facilitate the export of Chinese technology and services [3] Investment Landscape - The past decade has seen Chinese innovative drug companies evolve from "technology followers" to key players in the global life sciences sector [5] - The market is witnessing a shift in funding flows and favorable policies, with the reintroduction of the fifth set of standards for the Sci-Tech Innovation Board [5] - The number of original innovative drugs (FIC) from Chinese companies has significantly increased, with a global share of 24%, second only to the U.S. [6][7] Clinical Development - Chinese companies are diversifying their drug development strategies, with a notable focus on cell therapies and other emerging fields [7] - The NDA application volume is rising, with a significant increase in domestic drug approvals since 2018 [7] - The efficiency of clinical trials in China is highlighted, with a strong patient resource base and numerous clinical centers [7] Market Segmentation - The global biopharmaceutical market is primarily concentrated in oncology, autoimmune diseases, and metabolic disorders, with a projected market size of 4,310 billion USD in 2022 [8] - The Chinese biopharmaceutical market is expected to grow to 11,991 billion RMB by 2030, benefiting from a large population and reduced production costs [8] Licensing Trends - The licensing-out trend for Chinese innovative drugs is at an all-time high, with the U.S. being the primary destination for these transactions [9] - In the past decade, 49% of license-out transactions involved U.S. companies, accounting for 55% of the total transaction value [9] - The trend of Chinese companies exporting high-quality projects continues, with more outbound transactions than inbound in early 2025 [10] Operational Challenges - Chinese companies face challenges related to patent rights and supply chain issues when entering international markets [11] - The need for establishing overseas production facilities is emphasized for long-term international market success [11] - The increasing scrutiny from overseas buyers regarding clinical data integrity poses additional challenges for Chinese pharmaceutical companies [11] Profitability Outlook - Many innovative drug companies are expected to achieve profitability between 2025 and 2027 as new products are approved and commercialized [12] - Diverse revenue models are enhancing the likelihood of profitability for innovative drug companies, contributing to asset certainty [12]

Core Viewpoint - The annual pharmaceutical industry event, CPHI&PMEC China 2025, showcased the comprehensive strength and value advantages of the company's overseas commercialization platform, receiving positive feedback from domestic and international guests [1][2] Group 1: Company Strategy and Development - The company is advancing its "innovation + internationalization" strategy, rapidly progressing in drug research and overseas commercialization, and has established partnerships with several well-known pharmaceutical companies for international collaboration [2] - The company aims to provide superior drugs and comprehensive solutions for global patients by collaborating with outstanding domestic pharmaceutical and medical device enterprises [2] Group 2: Event Highlights - During the CPHI exhibition from June 24 to 26, the company showcased over 20 high-quality drugs, synthetic biology, and medical beauty products, facilitating discussions on its innovative drug pipeline and overseas commercialization with both new and existing clients [2] - The company emphasized its confidence and achievements in overseas business during the forum, highlighting its strategic layout, core advantages in research, production, and sales, as well as its development plans for international markets [2] Group 3: Global Engagement - The company hosted the second "Global Sharing, Co-creating the Future" 2025 International Pharmaceutical High-end Forum, engaging in deep industry dialogue with global clients and partners from 20 countries, including Brazil, Colombia, Saudi Arabia, and Indonesia [2] - The company’s platform for international expansion will continue to be driven by innovation and collaboration, aiming to empower more Chinese pharmaceutical companies to enter international markets [2]

证券代码：688136 证券简称：科兴制药 公告编号：2025-042 科兴生物制药股份有限公司 关于股东权益变动触及 1%刻度的提示性公告 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | 比例减少√ | | --- | --- | --- | | 权益变动前合计比例 | 66.89% | | | 权益变动后合计比例 | 65.59% | | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ | 否√ | | 是否触发强制要约收购义务 | 是□ | 否√ | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | √控股股东/实际控制人及其一致行动人 □其他 5%以上大股东及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | | | | 投资者深圳科益医药控股有限公司及其一致行动人邓学勤保证向本公司提供的信 息真实、准确、完整，没有虚假记载、误导 ...

科兴制药公告，股东深圳科益医药控股有限公司及其一致行动人邓学勤于2025年6月26日通过大宗减持 方式合计减持公司股份259.77万股，权益变动前合计比例为66.89%，变动后合计比例为65.59%。本次变 动未违反已作出的承诺、意向、计划，不触发强制要约收购义务。 ...

科兴制药6月26日大宗交易平台共发生7笔成交，合计成交量259.77万股，成交金额8832.18万元。成交价 格均为34.00元，相对今日收盘价折价12.01%。从参与大宗交易营业部来看，机构专用席位共出现在3笔 成交的买方或卖方营业部中，合计成交金额为7820.00万元，净买入7820.00万元。 证券时报·数据宝统计显示，科兴制药今日收盘价为38.64元，下跌3.38%，日换手率为2.98%，成交额为 2.30亿元，全天主力资金净流出1963.69万元，近5日该股累计下跌7.60%，近5日资金合计净流入819.02 万元。 两融数据显示，该股最新融资余额为8040.31万元，近5日增加2141.81万元，增幅为36.31%。（数据 宝） 6月26日科兴制药大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 149.00 | 5066.00 | 34.00 | -12.01 ...

【导读】稳定币概念股强势走高，胜利证券一度涨超160% 中国基金报记者李智 6月26日上午，A股三大指数小幅上涨，截至午间收盘，沪指涨0.11%，深成指涨0.26%，创业板指涨0.31%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3459.66 | 10420.86 | 1455.45 | | +3.68 +0.11% | +27.14 +0.26% | +17.83 +1.24% | | 科创50 | 创业板指 | 万得全A | | 1000.39 | 2134.99 | 5299.91 | | +4.78 +0.48% | +0.31% +6.59 | +17.18 +0.33% | 板块上来看，航天军工板块持续爆发，稳定币板块强势走高，软件、固态电池、化工等板块涨幅居前；生物医药、汽车、券商等板块震荡调整。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 稳定币 4.45% | 军工信息化 ...

【导读】稳定币概念股强势走高，胜利证券一度涨超 160% 中国基金报记者 李智 6 月 26 日上午， A 股三大指数小幅上涨，截至午间收盘，沪指涨 0.11% ，深成指涨 0.26% ，创业板指涨 0.31% 。 | 上证指数 | | 深证成指 | 北证50 | | --- | --- | --- | --- | | 3459.66 | | 10420.86 | 1455.45 | | +3.68 +0.11% | +27.14 +0.26% | | +17.83 +1.24% | | 科创50 | 创业板指 | | 万得全A | | 1000.39 | 2134.99 | | 5299.91 | | +4.78 +0.48% | +6.59 | +0.31% | +17.18 +0.33% | 板块上来看，航天军工板块持续爆发，稳定币板块强势走高，软件、固态电池、化工等板块 涨幅居前；生物医药、汽车、券商等板块震荡调整。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | ...

证券代码：688136 证券简称：科兴制药 公告编号：2025-041 科兴生物制药股份有限公司 关于公司 2024 年限制性股票激励计划第一个归属期归属条件成就的 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 限制性股票拟归属数量：161.50 万股； 归属股票来源：科兴生物制药股份有限公司（以下简称"公司"）向激励 对象定向发行公司 A 股普通股。 一、本次股权激励计划批准及实施情况 （一）本次股权激励计划主要内容 公司于 2024 年 5 月 24 日召开第二届董事会第十五次会议、第二届监事会第 十四次会议，于 2024 年 6 月 14 日召开 2024 年第二次临时股东大会，审议通过 《关于公司<2024 年限制性股票激励计划（草案）>及其摘要的议案》等相关议 案。公司 2024 年限制性股票激励计划主要内容如下： 1、股权激励方式：第二类限制性股票。 2、限制性股票数量：378.6 万股，占本激励计划草案公告时公司股本总额 19,919.865 万股的 1.90%。本次授予为一次性授予， ...