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 ...

Core Viewpoint - Mengke Pharmaceutical plans to raise no more than 1.033 billion yuan through a targeted private placement, with the funds allocated entirely for daily research and operational investments [1][2] Group 1: Fundraising and Shareholding Changes - The targeted placement will involve Nanjing Haiqing Pharmaceutical Co., which will acquire a 20% stake in Mengke Pharmaceutical, making it the controlling shareholder and changing the company's previous status of having no controlling shareholder [1][3] - The fundraising aims to supplement operational funds, promote business development, ensure research investment, and enhance the company's core competitiveness [2] Group 2: Strategic Cooperation and Industry Position - Mengke Pharmaceutical and Haiqing Pharmaceutical signed a strategic cooperation agreement to collaborate in product commercialization, production synergy, research innovation, and capital cooperation [4] - Haiqing Pharmaceutical, as an industrial investor, is expected to enhance Mengke Pharmaceutical's commercialization capabilities and improve sales scale and efficiency [5] Group 3: Research and Development Pipeline - Mengke Pharmaceutical has several antibacterial new drugs in clinical development, including MRX-4 and MRX-8, which require substantial funding for their advancement [2][6] - The funds raised will accelerate the development of the company's research pipeline and facilitate the commercialization of research outcomes [6]

今日，盟科药业（688373.SH）高开高走，早盘一度20cm涨停，截至发稿涨18.79%。 9月22日晚间，盟科药业发布2025年度向特定对象发行股票预案，发行对象为南京海鲸药业股份有限公司(以下简称"海鲸药业")，以现金方式认购发行的股 票，本次发行的股票数量为163,901,373股，发行价格为6.30元/股，认购金额为10.33亿元(含本数)。 | 股东名称 | 本次权益变动前 | | 本次权益变动 | | --- | --- | --- | --- | | | 持股数量(股) | 持股比例 (%) | 持股数量(股) | | 海鲸药业 | | | 163,901,373 | | Genie Pharma | 71,572,817 | 10.92 | 71,572,817 | | MicuRx(HK) Limited | 70,756,084 | 10.79 | 70,756,084 | | Best Idea International Limited | 58,439,004 | 8.91 | 58,439,004 | | 其他股东 | 454,837,586 | 69.38 | 454,837, ...