国金证券股份有限公司 关于江苏吉贝尔药业股份有限公司 使用暂时闲置募集资金进行现金管理的核查意见 国金证券股份有限公司（以下简称"国金证券" "保荐机构"）作为江苏吉贝 尔药业股份有限公司（以下简称"吉贝尔" "公司"）的保荐机构和持续督导机构， 根据中国证监会出具的《关于同意江苏吉贝尔药业股份有限公司向特定 对象发行股票注册的批复》（证监许可〔2024〕843 号），同意公司以简易程 序向特定对象发行股票 744.6889 万股，每股面值 1.00 元，每股发行价格为 币 9,687,596.06 元（不含税）,募集资金净额为人民币 188,474,120.23 元。信 永中和会计师事务所（特殊普通合伙）对公司本次发行新股的资金到位情况进行 了审验，并于 2024 年 6 月 17 日出具了《验资报告》（XYZH/2024SHAA2B0118 号）。 公司依照规定对募集资金采取了专户存储管理，并与保荐机构、募集资金专 户监管银行签订了募集资金三方监管协议。 二、本次使用暂时闲置募集资金进行现金管理的情况 根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》 《上市公司募集资金监管规则》 ...

Group 1 - The company plans to repurchase A-shares with a budget of 10 million to 20 million yuan, with a maximum repurchase price of 9.53 yuan per share, over a period of 12 months [1] - As of July 31, the company has repurchased 265,500 shares, accounting for 0.10% of the total share capital, with a total expenditure of 1.9674 million yuan [1] - The company has received a commitment for a 16.2 million yuan stock repurchase special loan from China Merchants Bank, with a term of 36 months, to support the repurchase [1] Group 2 - The company will repurchase shares based on market and funding conditions and will disclose the information in a timely manner [1] - Investors are reminded to pay attention to risks associated with the repurchase plan [1]

Group 1 - The company approved a share repurchase plan with a budget between RMB 10 million and RMB 20 million, with a maximum repurchase price of RMB 9.53 per share, to be executed within 12 months [1] - As of July 31, 2025, the company has repurchased a total of 265,516 shares, amounting to RMB 1,967,393.92, which is approximately 0.097% of the total share capital of 274,400,000 shares [2] - The company received a loan commitment letter from China Merchants Bank for RMB 16.2 million, with a 36-month term, specifically for the purpose of financing the share repurchase [2] Group 2 - The company will implement the share repurchase based on market conditions and the availability of funds, ensuring compliance with relevant laws and regulations [2]

Group 1 - The core viewpoint of the report is that Tonghua Pharmaceutical (300636.SZ) is rated as a "buy" due to strong recovery in revenue and profit in Q2, with significant improvement in profitability on a quarter-on-quarter basis [1] - The company has seen continuous growth in new product sales, and regulatory approvals for market registration are ongoing [1] - The first phase of production capacity in the second factory is being released, with two workshops in the second phase expected to begin trial production within the year [1] Group 2 - The report highlights potential risks including intensified industry competition, risk of product price decline, underperformance in capacity deployment, environmental risks, and exchange rate risks [1]

Group 1 - Hailiang Co., Ltd. achieved a revenue of 44.476 billion yuan, a year-on-year increase of 1.17%, and a net profit of 711 million yuan, a year-on-year increase of 15.03% [1] - Yinfai Storage reported a revenue of 543 million yuan, a year-on-year decrease of 18.97%, and a net profit of 62.347 million yuan, a year-on-year decrease of 20.05% [1] - Huamao Technology achieved a revenue of 1.108 billion yuan, a year-on-year increase of 14.42%, and a net profit of 137 million yuan, a year-on-year increase of 3.21% [2] Group 2 - Postal Savings Bank reported a revenue of 179.446 billion yuan, a year-on-year increase of 1.5%, and a net profit of 49.228 billion yuan, a year-on-year increase of 0.85% [4] - Bright Dairy achieved a revenue of 12.472 billion yuan, a year-on-year decrease of 1.9%, and a net profit of 217 million yuan, a year-on-year decrease of 22.53% [6] - Pianzaihuang reported a revenue of 5.379 billion yuan, a year-on-year decrease of 4.81%, and a net profit of 1.442 billion yuan, a year-on-year decrease of 16.22% [7] Group 3 - Great Wall Motors achieved a revenue of 92.335 billion yuan, a year-on-year increase of 0.99%, and a net profit of 6.337 billion yuan, a year-on-year decrease of 10.21% [9] - Haowei Group reported a revenue of 13.956 billion yuan, a year-on-year increase of 15.42%, and a net profit of 2.028 billion yuan, a year-on-year increase of 48.34% [10] - Batian Co., Ltd. achieved a revenue of 2.543 billion yuan, a year-on-year increase of 63.93%, and a net profit of 456 million yuan, a year-on-year increase of 203.71% [12] Group 4 - Yuxin Technology reported a revenue of 1.415 billion yuan, a year-on-year decrease of 5.01%, and a net profit of 220 million yuan, a year-on-year increase of 35.26% [14] - Zhongti Industry reported a revenue of 787 million yuan, a year-on-year decrease of 25.24%, and a net loss of 24.3955 million yuan [15] - Kemei Diagnostics achieved a revenue of 165 million yuan, a year-on-year decrease of 27.03%, and a net profit of 24.3408 million yuan, a year-on-year decrease of 68.24% [16] Group 5 - Huatai Co., Ltd. reported a revenue of 6.409 billion yuan, a year-on-year decrease of 1.86%, and a net profit of 67.6382 million yuan, a year-on-year decrease of 63.13% [17] - Fudan Fuhua reported a revenue of 326 million yuan, a year-on-year increase of 2.20%, and a net loss of 711.58 million yuan [19] - Haili Co., Ltd. achieved a revenue of 12.426 billion yuan, a year-on-year increase of 13.16%, and a net profit of 333.546 million yuan, a year-on-year increase of 693.76% [21] Group 6 - Xintong New Science reported a revenue of 61.852 million yuan, a year-on-year increase of 8.49%, and a net loss of 30.393 million yuan [22] - Newzhisoft achieved a revenue of 897 million yuan, a year-on-year decrease of 3.40%, and a net profit of 30.3531 million yuan, a year-on-year increase of 42.84% [24] - Maolai Optics reported a revenue of 319 million yuan, a year-on-year increase of 32.26%, and a net profit of 32.7555 million yuan, a year-on-year increase of 110.36% [25] Group 7 - Qianjin Pharmaceutical achieved a revenue of 1.818 billion yuan, a year-on-year decrease of 5.52%, and a net profit of 128 million yuan, a year-on-year increase of 8.50% [28] - Quanfeng Automotive reported a revenue of 1.218 billion yuan, a year-on-year increase of 18.90%, and a net loss of 167 million yuan [29] - Zhongjin Lingnan's application for a specific issuance of A-shares has been accepted by the Shenzhen Stock Exchange [31] Group 8 - Zhonglv Electric achieved a revenue of 2.333 billion yuan, a year-on-year increase of 29.30%, and a net profit of 618 million yuan, a year-on-year increase of 33.06% [33] - Sanhuan Group reported a revenue of 4.149 billion yuan, a year-on-year increase of 21.05%, and a net profit of 1.237 billion yuan, a year-on-year increase of 20.63% [35] - China Energy Construction achieved a revenue of 212.091 billion yuan, a year-on-year increase of 9.18%, and a net profit of 28.02 billion yuan, a year-on-year increase of 0.72% [37] Group 9 - Liou Co., Ltd. reported a revenue of 9.635 billion yuan, a year-on-year decrease of 9.62%, and a net profit of 478 million yuan, turning from a loss to profit [38] - Suzhou Bank achieved a revenue of 6.504 billion yuan, a year-on-year increase of 1.81%, and a net profit of 3.134 billion yuan, a year-on-year increase of 6.15% [40] - Shunxin Agriculture reported a revenue of 4.593 billion yuan, a year-on-year decrease of 19.24%, and a net profit of 173 million yuan, a year-on-year decrease of 59.09% [43] Group 10 - Tongfu Microelectronics achieved a revenue of 13.038 billion yuan, a year-on-year increase of 17.67%, and a net profit of 412 million yuan, a year-on-year increase of 27.72% [44] - Weidao Nano reported a revenue of 1.05 billion yuan, a year-on-year increase of 33.42%, and a net profit of 192 million yuan, a year-on-year increase of 348.95% [44] - ZTE Corporation achieved a revenue of 715.53 billion yuan, a year-on-year increase of 14.51%, and a net profit of 50.58 billion yuan, a year-on-year decrease of 11.77% [46]

| | | 统计截止日 区间股价涨跌幅 股东户数 增减 增减比例 户均持股市值（元） | | | 户均持股数(股) | | --- | --- | --- | --- | --- | --- | | 2025-06-30 | 14.11% | 55101 -5691 | -9.36% | 5.14万 | 1.35万 | | 2025-03-31 | 9.18% | 60792 -8210 | -11.90% | 4.05万 | 1.22万 | | 2024-12-31 | -7.01% | 69002 4747 | 7.39% | 3.22万 | 1.06万 | | 2024-09-30 | 31.73% | 64255 5160 | 8.73% | 3.19万 | 9730.67 | 根据统计，亚太药业2025年3月31日至2025年6月30日，主力资金净流入1.41亿元，游资资金净流出 8473.35万元，散户资金净流出5645.11万元。 证券之星消息，近日亚太药业披露，截至2025年6月30日公司股东户数为5.51万户，较3月31日减少 5691.0户，减幅为9.36%。户均持股数量由上期的1.22万 ...

Core Viewpoint - The article discusses the financial performance and strategic direction of Borui Pharmaceutical, highlighting its revenue fluctuations, R&D investments, and innovative drug development efforts, particularly in the GLP-1 and GIP receptor agonist space. Financial Performance - In the first half of 2025, Borui Pharmaceutical reported total revenue of 537 million RMB, a year-on-year decline of 18.28%, and a net profit of 17.17 million RMB, down 83.85% year-on-year [8][16]. - The revenue decline is attributed to high base effects from previous flu outbreaks affecting the demand for antiviral raw materials and formulations [8][11]. - The company experienced a 16% quarter-on-quarter growth in Q2, with antiviral raw material revenue dropping over 60% compared to the previous year [8][13]. R&D Investment - Borui Pharmaceutical's R&D expenditure reached 348 million RMB in the first half of 2025, a 144.07% increase year-on-year, representing approximately 65% of total revenue [17][20]. - The company is focusing its R&D efforts on innovative drugs, with over 90% of the investment directed towards new drug development and inhalation formulations [20][22]. Innovative Drug Development - The company is advancing its proprietary GLP-1 and GIP receptor dual agonist, BGM0504, which is currently in Phase III clinical trials for type 2 diabetes and weight management [22][23]. - BGM0504 has shown promising results in clinical trials, demonstrating better glycemic control compared to Semaglutide and significant weight management potential [22][26]. - Borui Pharmaceutical is also developing additional innovative drugs, including BGM1812 and BGM2102, which are in preclinical stages and aim to enhance metabolic regulation and treatment efficacy [24][27][31]. Market Potential - The global market for GLP-1 drugs is projected to grow from 51.8 billion USD in 2024 to 88.1 billion USD by 2030, indicating significant commercial opportunities for Borui Pharmaceutical's innovative products [31][33]. - The company is strategically positioned to capitalize on this market growth through its diverse product pipeline and strong R&D focus [32][33].

格隆汇8月29日丨奥锐特(605116.SH)公布，因部分合伙人自身资金需求，自本公告发布之日起15个交易 日后的3个月内（窗口期不减持），天台铂融拟通过集中竞价、大宗交易方式减持公司股份不超过 2,176,600股，即不超过公司总股本的0.54%。 ...

Group 1 - Zhejiang Apac Pharmaceutical Co., Ltd. reported non-operating fund occupation by related parties, with a total of 7,157.81 million yuan as of June 2025 [1][2] - The company has a significant amount of receivables from its wholly-owned subsidiaries, including Shaoxing Yatai Pharmaceutical Co., Ltd. and Shaoxing Yatai Medical Technology Co., Ltd., amounting to 7,007.81 million yuan and 150.00 million yuan respectively [1][2] - The total amount of non-operating fund occupation is expected to be repaid, with a cumulative repayment of 7,014.87 million yuan noted [2] Group 2 - The company has engaged in operational transactions with related parties, including management fees paid to Ningbo Dadi Chemical Environmental Protection Co., Ltd., totaling 6.80 million yuan [2] - The financial data indicates a stable relationship with its subsidiaries, as evidenced by the ongoing transactions and receivables [1][2] - The company’s financial management is overseen by its legal representative and accounting personnel, ensuring compliance and accuracy in financial reporting [2]

证券日报网讯昂利康8月29日发布公告，在公司回答调研者提问时表示，从公司整体战略来看，未来改 良型新药和创新药将成为公司研发的重点，鉴于创新药研发费用投入较大，预计未来几年其投入占比将 逐步超过改良型新药。短期内，公司创新药管线主要包括两个项目：ALK-N001/QHL-1618针对化疗， ALK-N002/IMD-1005则聚焦于免疫治疗。除肿瘤治疗方向之外，公司也在评估其他治疗领域和方向的 创新药布局机会，以不断完善产品管线结构。截至目前，改良型新药ALKA016-1已完成申报注册； NHKC-1、BM2216缓释片目前正处于临床阶段。在改良型新药的选择上，未来主要依托公司现有的复 方、缓控释、透皮、复杂注射剂等技术平台，探索新的管线产品。 （文章来源：证券日报） ...