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罢免案被否!盟科药业将迎“久违”实控人
Shang Hai Zheng Quan Bao· 2025-10-09 21:26
权威精选 持续半个月的盟科药业(688373)控制权之争终见分晓。 10月9日晚间,上海盟科药业股份有限公司(以下简称"盟科药业")发布的公司2025年第二次临时股东大会决议公告显示,近期引发市场高度关注的约 10.33亿元定增方案获高票通过。交易完成后,南京海鲸药业股份有限公司(以下简称"海鲸药业")将凭借20%持股成为控股股东,其实控人张现涛也将成 为盟科药业实控人。这意味着盟科药业将结束上市三年来"无主"状态。 同时,此前第一大股东Genie Pharma提出的罢免董事长等三名董事的议案被否决。截至10月9日收盘,盟科药业股价报收9.15元/股,较上一交易日上涨 0.44%。 定增方案高票通过 10月9日,盟科药业召开2025年第二次临时股东大会。表决结果显示,此前引发市场高度关注的约10.33亿元定增方案获得高票通过。这意味着持续半个多 月的控制权之争尘埃落定,公司将结束上市三年来无实际控制人的状态。 根据公告披露的详细表决结果,包括发行方案、募集资金用途、引入战略投资者等在内的十余项核心议案均获通过,赞成率均超过81%。其中,《关于公 司符合向特定对象发行股票条件的议案》同意票数达3.23亿股左右, ...
罢免案被否!688373 将迎“久违”实控人
Shang Hai Zheng Quan Bao· 2025-10-09 14:14
持续半个月的盟科药业(688373)控制权之争终见分晓。 10月9日晚间,上海盟科药业股份有限公司(以下简称"盟科药业")发布的公司2025年第二次临时股东大会决议公告显示,近期引发市场高度关注的约 10.33亿元定增方案获高票通过。交易完成后,南京海鲸药业股份有限公司(以下简称"海鲸药业")将凭借20%持股成为控股股东,其实控人张现涛也将成 为盟科药业实控人。这意味着盟科药业将结束上市三年来"无主"状态。 同时,此前第一大股东Genie Pharma提出的罢免董事长等三名董事的议案被否决。截至10月9日收盘,盟科药业股价报收9.15元/股,较上一交易日上涨 0.44%。 定增方案高票通过 10月9日,盟科药业召开2025年第二次临时股东大会。表决结果显示,此前引发市场高度关注的约10.33亿元定增方案获得高票通过。这意味着持续半个多 月的控制权之争尘埃落定,公司将结束上市三年来无实际控制人的状态。 根据公告披露的详细表决结果,包括发行方案、募集资金用途、引入战略投资者等在内的十余项核心议案均获通过,赞成率均超过81%。其中,《关于公 司符合向特定对象发行股票条件的议案》同意票数达3.23亿股左右,赞成率高达 ...
罢免案被否!688373,将迎“久违”实控人
Shang Hai Zheng Quan Bao· 2025-10-09 14:11
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! 持续半个月的盟科药业(688373)控制权之争终见分晓。 10月9日晚间,上海盟科药业股份有限公司(以下简称"盟科药业")发布的公司2025年第二次临时股东 大会决议公告显示,近期引发市场高度关注的约10.33亿元定增方案获高票通过。交易完成后,南京海 鲸药业股份有限公司(以下简称"海鲸药业")将凭借20%持股成为控股股东,其实控人张现涛也将成为 盟科药业实控人。这意味着盟科药业将结束上市三年来"无主"状态。 同时,此前第一大股东Genie Pharma提出的罢免董事长等三名董事的议案被否决(详见此前报道688373 拟"易主",第一大股东"反对")。截至10月9日收盘,盟科药业股价报收9.15元/股,较上一交易日上涨 0.44%。 定增方案高票通过 10月9日,盟科药业召开2025年第二次临时股东大会。表决结果显示,此前引发市场高度关注的约10.33 亿元定增方案获得高票通过。这意味着持续半个多月的控制权之争尘埃落定,公司将结束上市三年来无 实际控制人的状态。 根据公告披露的详细表决结果,包括发行方案、募集资金用途、引入战略投资者等在 ...
大股东“硬刚”创始团队背后,海鲸药业欲“染指”盟科药业
Huan Qiu Lao Hu Cai Jing· 2025-09-26 11:00
Core Viewpoint - The conflict between Genie Pharma, the largest shareholder of Mengke Pharmaceutical, and the founding team led by Zhengyu Yuan has intensified, particularly regarding a proposed private placement and change of control involving Haijing Pharmaceutical [1][2][3] Group 1: Shareholder Dispute - Genie Pharma holds 71.57 million shares of Mengke Pharmaceutical, accounting for 10.92% of the total share capital, and has voted against multiple proposals related to the private placement [2] - Genie Pharma has proposed to remove three directors, including founder Zhengyu Yuan, and to elect three new directors, highlighting the growing rift between the major shareholder and the founding team [2][4] - The disagreement stems from Mengke Pharmaceutical's recent announcement of a private placement to Haijing Pharmaceutical, which Genie Pharma has publicly criticized [1][3] Group 2: Private Placement Details - Mengke Pharmaceutical plans to issue 164 million shares to Haijing Pharmaceutical, raising up to 1.033 billion yuan, which would give Haijing a 20% stake and make it the controlling shareholder [1][3] - Genie Pharma has raised concerns about the financial stability of Haijing Pharmaceutical, questioning its ability to fund the private placement given its reported total assets of approximately 700 million yuan and total liabilities of about 300 million yuan [6][7] Group 3: Financial Performance and Challenges - Mengke Pharmaceutical has been facing financial difficulties, with cumulative losses of approximately 1.221 billion yuan from 2022 to mid-2025, and has not yet achieved profitability [10] - The company’s only commercial product, the antibiotic Contizolam, has limited market potential due to competition from other established products [9][10] - Mengke Pharmaceutical's cash flow has been negative for several years, with only 237 million yuan remaining as of mid-2025, raising concerns about its ability to fund ongoing research and development [10]
盟科药业定增或生变:海鲸药业豪掷10亿 大股东公开反对
Bei Ke Cai Jing· 2025-09-26 00:39
图/ic 9月24日晚间,盟科药业第一大股东Genie Pharma对公司2025年第二次临时股东大会所审议的包括定增等在内的除 议案9外均投反对票,并公开征集投票权反对部分议案。 针对海鲸药业入主,Genie Pharma提出的反对原因,包括海鲸药业参与本次定增资金存在不确定性;本次融资及 后续股权结构可能导致销售渠道、销售人员混同,上市公司独立性受损;上市公司募投项目进度不及预期,公司 持续亏损,本次定增募集资金持续投入可能导致上市公司财务状况进一步恶化;后续利用海鲸药业的产能或产能 合作方提升上市公司盈利能力存在不确定性;海鲸药业与上市公司在研发领域协同效应极小和海鲸药业存在合规 性行政处罚,其管理能力存疑。 此前,公司于9月22日晚间披露向海鲸药业发行股票预案,海鲸药业计划以不超过10.33亿元认购本次发行的股 票,发行股票数量为1.63亿股,发行价格为6.3元/股。依据预案,本次发行完成后,海鲸药业将持有公司20%股 份。同时,公司董事会设置9名董事,其中3名独立董事,海鲸药业将向公司董事会提名5名董事,超过董事半数。 截至目前,张现涛直接、间接控制海鲸药业72.85%股权,为海鲸药业实际控制人。随 ...
盟科药业10亿元募资连遭反对 此前董事不保证半年报真实性
Zhong Guo Jing Ying Bao· 2025-09-25 02:00
中经记者 晏国文 卢志坤 北京报道 2025年上半年,盟科药业营业收入为6696.98万元,归属净利润为-1.39亿元。 (盟科药业公司外景 官网/图) 9月23日,科创板医药上市公司盟科药业(688373.SH)公布,拟向海鲸药业发行股票,募集资金不超 过10.33亿元。不过,盟科药业一名董事赵雅超投了反对票,并提出了三点反对意见。 盟科药业上述股票发行预案显示,除赵雅超外,公司及董事会全体成员保证内容真实、准确、完整。 《中国经营报》记者注意到,针对盟科药业2025年半年报,赵雅超也表示无法保证真实性、准确性和完 整性。赵雅超是2024年8月起担任盟科药业董事的,未持有盟科药业股份。 9月24日,盟科药业的第一大股东Genie Pharma(持股10.92%)也表示,将征集投票权对盟科药业股票 发行议案投反对票。 董事接连对公司定期报告和重大事项表示无法保证真实性、准确性和完整性以及股东也投出反对票,这 是否反映出盟科药业管理团队及股东之间存在重大分歧和矛盾呢? 针对相关问题,盟科药业方面未对记者采访做出回应。 长期亏损 盟科药业于2022年8月在科创板上市,但长期亏损,而且存在亏损加剧的趋势。2022年 ...
启迪药业、盟科药业易主,医药行业加速洗牌
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-25 00:54
Group 1: Control Changes in Companies - Qidi Pharmaceutical's control has changed from Qidi Kefu to Hunan Sailoxian, with Jiang Xin as the actual controller, marking the sixth name change since its listing [1][2][3] - Mengke Pharmaceutical will undergo a control change as it issues 164 million shares to Hainan Whale Pharmaceutical, making Hainan Whale the controlling shareholder with a 20% stake [1][6] Group 2: Financial and Operational Implications - The control change at Qidi Pharmaceutical was triggered by a financial dispute leading to the auction of 58.607 million shares for 1.007 billion yuan [2] - Mengke Pharmaceutical plans to raise up to 1.033 billion yuan through a private placement to enhance its financial strength and support R&D efforts [6][7] - Mengke Pharmaceutical's sales revenue growth rates for 2022-2023 and 2023-2024 were 88.31% and 43.51%, respectively, with a 10.26% increase in the first half of 2025 [6][7] Group 3: Strategic Directions and Future Plans - Qidi Pharmaceutical aims to leverage new shareholder resources for business focus and operational stability amid industry changes [1] - Mengke Pharmaceutical intends to enhance its commercial efficiency and production capabilities through external partnerships and funding [7][8] - The strategic agreement signed between Hengyang Municipal Government and Hengchang Pharmaceutical may further drive operational development for Qidi Pharmaceutical [5]
盟科药业拟实施定增 或迎新控股股东
Zheng Quan Ri Bao· 2025-09-23 16:12
盟科药业表示,公司自有团队覆盖终端医院的广度与深度仍较为有限,产品难以短期内实现进一步爆发 式的增长,需要通过外部赋能进一步提高商业化效率。"公司计划通过本次融资实现产业整合,引入具 有较强销售能力的产业投资人作为公司控股股东,提高公司销售规模与商业化效率,尽早实现产品商业 化利润。"前述负责人称,在医院端,海鲸药业现有产品覆盖的科室与盟科药业的产品拟覆盖的科室重 合度较高。 盟科药业在披露定增预案的同时,还与海鲸药业签订了战略合作协议,双方宣布将在产品商业化合作、 生产协同、产品研发创新互动、资本合作等领域开展战略合作。 盟科药业的此次定增价格为6.30元/股,不低于定价基准日前二十个交易日甲方股票交易均价的80%;定 增后,海鲸药业在自发行结束之日起36个月内不得转让股份。一位不愿具名的行业分析人士认为,目前 盟科药业的股价处于相对高位,该定增价格系盟科药业高位股价的八折且减持受限,是一份较为乐观的 定增方案。受消息影响,截至9月23日收盘,盟科药业涨停报收9.71元/股。 康替唑胺片放量较快,盟科药业的产品拓展也井然有序。在这一背景下,盟科药业为何要以20%的股权 引入新投资方呢?"战略投资者的进入并不 ...
盟科药业: 上海盟科药业股份有限公司自愿披露关于新增生产商的康替唑胺原料药上市登记获得批准的公告
Zheng Quan Zhi Xing· 2025-09-01 16:18
Group 1 - The core announcement is about the approval of a new manufacturer, Chongqing Boteng Pharmaceutical Technology Co., Ltd., for the active pharmaceutical ingredient (API) of Contizolam, which is essential for the production of Contizolam tablets [1] - The API produced by Boteng is intended for the commercial production of Contizolam tablets, a new generation of oxazolidinone antibiotics developed by the company, used for treating complex skin and soft tissue infections [1] - The approval of the API registration indicates that Boteng's product meets national drug review technical standards, providing an additional supplier option for the commercial production of Contizolam tablets, thereby reducing reliance on a single supply path and enhancing market competitiveness [1] Group 2 - The new API supplier will help stabilize raw material supply and optimize production costs, which is crucial for expanding market share and responding to competition from similar products [1]
盟科药业(688373.SH):新增生产商的康替唑胺原料药上市登记获得批准
Ge Long Hui A P P· 2025-09-01 11:35
Group 1 - The core point of the article is that Amgen Pharmaceutical (688373.SH) has received approval from the National Medical Products Administration for the registration of a new raw material supplier, Chongqing Boteng Pharmaceutical Technology Co., Ltd., for the production of its drug, Contizolam tablets [1] - Boteng's raw material for Contizolam can now be used for the commercial production of Contizolam tablets, which are a new generation of oxazolidinone antibiotics developed by the company [1] - Contizolam tablets are indicated for the treatment of complex skin and soft tissue infections [1]