微芯生物汇聚相关领域具有资深经验的顶尖科学家团队，应用基于AI辅助设计和化学基因组学的整合式技术平台，打通了 从基础研究到临床转化的全过程，已成功开发出了全球首创（First-in-class）且同类最优（Best-in-class）的原创新药。目前公 司已有2款创新药多个适应症全球上市销售，在恶性肿瘤、代谢性疾病、自身免疫性疾病、中枢神经系统疾病及抗病毒五大领 域布局了多个具有差异化优势和全球竞争力的研发项目。 西达本胺是公司独家发现的全新机制新分子实体药物，是全球首个亚型选择性组蛋白去乙酰化酶（HDAC）抑制剂，属于 表观遗传调控剂类药物，是国家863及"重大新药创制"专项成果。西达本胺已连续8年纳入国家医保药品目录乙类范围。西达本 胺在中国已获批外周T细胞淋巴瘤（PTCL）、乳腺癌、弥漫大B细胞淋巴瘤（DLBCL）适应症。西达本胺在日本已获批成人T 细胞白血病（ATL）、PTCL适应症，在中国台湾已获批乳腺癌适应症。目前，公司及海外合作伙伴正在全球范围内探索西达 本胺联合免疫治疗（IO）开展结直肠癌、黑色素瘤等适应症的临床试验。 本报讯 （记者丁蓉）8月25日晚间，深圳微芯生物科技股份有限公司（以下简称 ...

8月25日晚，微芯生物(688321.SH)发布2025年半年度报告，交出了优异的半年报答卷。 其中，代谢药物西格列他钠充分发挥"糖肝共管"的独特机制优势，继2024年销售收入实现翻倍增长之 后，2025年上半年延续良好势头销售收入再次翻倍，同比增长125.70%。值得一提的是，公司半年报披 露了产品西奥罗尼挑战"癌症之王"胰腺癌的最新进展，临床数据显示，西奥罗尼联合方案一线治疗6个 月PFS率约80%，非头对头较化疗的历史疗效明显更佳(一线化疗标准疗法6个月PFS率44%—56.4%)，初 步显示了良好的抗肿瘤活性和可控的安全性，为胰腺癌带来了新的治疗希望。(CIS) 上半年公司实现营业收入4.07亿元，同比增长34.56%；归属于上市公司股东的净利润2959.22万元，大 幅扭亏为盈；经营活动产生的现金流量净额6205.85万元，较上年度末增长299.15%。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688321 证券简称：微芯生物 公告编号：2025-047 深圳微芯生物科技股份有限公司 前次募集资金使用情况的专项报告 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。 根据中国证券监督管理委员会（以下简称"证监会"）《监管规则适用指引一一发行类第7号》的规定， 深圳微芯生物科技股份有限公司（以下简称"公司"或"本公司"）编制了截至2025年3月31日止的关于前 次募集资金使用情况的报告。 一、前次募集资金的募集及存放情况 （一）前次募集资金的数额、资金到账时间 根据中国证监会《关于同意深圳微芯生物科技股份有限公司向不特定对象发行可转换公司债券注册的批 复》（证监许可〔2022〕1234号），公司向不特定对象发行500万张可转换公司债券（以下简称"可转 债"），每张面值100元，募集资金总额为人民币500,000,000.00元，扣除与发行有关的费用总额人民币 15,462,700.00元后，实际募集资金净额为人民币484,537,300.00元。本次募集资金于 ...

Group 1 - The Chinese innovative drug industry is transitioning from "follow-up innovation" to "global leadership," with a record number of innovative drugs approved in the first half of the year [1][2] - In the first half of 2023, 43 innovative drugs were approved in China, representing a 59% year-on-year increase, compared to only 48 approvals for the entire year of 2024 [2][3] - China's innovative drug R&D pipeline accounts for about one-fourth of the global total, with approximately 3,000 clinical trials conducted annually, placing China at the forefront of global innovative drug development [2][3] Group 2 - Companies like Fosun Pharma and Hengrui Medicine have successfully launched multiple innovative drugs, with Hengrui having 23 first-class innovative drugs and 4 second-class innovative drugs approved domestically [3][4] - The commercialization of innovative drugs is leading to a recovery in performance for domestic pharmaceutical companies, with companies like Luoxin Pharma and MicuRx reporting significant profit increases [3][4] - The trend of Chinese pharmaceutical companies expanding internationally is accelerating, with a shift from license-in to explosive growth in license-out transactions, contributing nearly 50% of the total transaction value globally [4][5] Group 3 - Notable license-out deals include a partnership between 3SBio and Pfizer, with an upfront payment of $1.25 billion and a potential total deal value of $6.05 billion, setting a record for Chinese innovative drugs [5][6] - The rapid growth of license-out transactions is providing substantial cash flow for domestic innovative drug companies, supporting their core pipelines overseas and creating more collaboration opportunities with multinational pharmaceutical companies [6]

Core Insights - The Science and Technology Innovation Board (STAR Market) has seen significant growth, with 589 listed companies as of July 22, 2023, since its inception in 2019 [1] - Continuous institutional innovation on the STAR Market has provided a growth pathway for "hard technology" companies, facilitating their access to capital [1][2] - Companies like Microchip Biotech have benefited from the STAR Market, expanding their product offerings and conducting global clinical trials [1] - The STAR Market has enabled companies to better connect with capital markets, enhancing China's technological development [2] Company Developments - Microchip Biotech has progressed from having a single product to multiple drugs with various indications globally, showcasing the impact of STAR Market innovations [1] - UCloud, as the first public cloud company listed on the STAR Market, has maintained over 50% of its workforce in R&D, focusing on intelligent computing and AI services [2] Industry Trends - The STAR Market has diversified financing channels for technology companies, reducing reliance on government support and private equity [2] - Recent reforms, including the "1+6" policy measures, aim to deepen the STAR Market's institutional framework, enhancing its adaptability for hard technology firms [2][3] - Future reforms may focus on internationalization, attracting global investors and fostering a global market network for Chinese tech companies [3]

Market Overview - The A-share market shows a positive trend with major indices rising, particularly the ChiNext Index which increased by 1.75% [4][6] - The total market capitalization of the Shanghai Composite Index is 6814.82 billion, with a PE ratio of 12.56 and a PB ratio of 1.31 [3] Company Dynamics - Microchip Biotech (688321.SH) expects to achieve a revenue of 407 million in H1 2025, a year-on-year increase of 35%, with a net profit forecasted to rise by 173% [28][29] - Xinhua Medical (600587.SH) has received a Class II medical device registration certificate for its products, enhancing its product line and competitive edge [30] - Shuanglin Co. (300100.SZ) anticipates a net profit increase of 1%-25% for H1 2025, driven by the growth in domestic new energy vehicle sales [32] Industry Trends - The AI industry is witnessing significant advancements, with the launch of domestically produced AI integrated machines in Shenzhen, showcasing a breakthrough in key AI infrastructure [26][27] - The healthcare sector is benefiting from policy changes, with a notable increase in the number of companies in the pharmaceutical sector reporting profit growth [9][10] Economic Indicators - The People's Bank of China conducted a 450.5 billion yuan reverse repurchase operation, indicating a stable liquidity environment [16] - The manufacturing PMI in China rose to 49.7% in June, reflecting a slight improvement in economic activity [43]

Suspension - Helen Piano's actual controller is planning a change in control, leading to a stock suspension [1] Private Placement - Weili Transmission plans to raise no more than 600 million yuan for the wind power gearbox smart factory (Phase I) and to supplement working capital [2] - Shenghong Technology's application for issuing shares to specific objects has been approved by the Shenzhen Stock Exchange [2] Share Buyback and Increase - Hongta Securities intends to repurchase shares worth 100 million to 200 million yuan to reduce the company's registered capital [3] - Diao Home's actual controller, along with certain directors and senior management, plans to increase their holdings by 37.5 million yuan [4] External Investment - Stik plans to invest 509 million yuan in the construction of a high-end functional film material expansion project [5] - China Resources Double Crane intends to invest 40 million yuan to establish the second phase of the China Resources Pharmaceutical Industry Investment Fund [6] - Star Ring Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange [7] - Oriental Yuhong plans to acquire 100% equity of a Chilean building materials retailer for 123 million USD [8] - Changhua Group has received a designated order from a domestic new energy vehicle client, with an expected total sales amount of approximately 235 million yuan [9] - Jinlihua Electric is investing 186 million yuan to construct a production line for 3 million high-voltage glass insulators annually [10] Performance Changes - Hangzhou Bank reported a net profit of 11.662 billion yuan in the first half of the year, a year-on-year increase of 16.67% [11] - Zhongwei Company expects a net profit of 680 million to 730 million yuan in the first half, a year-on-year increase of 31.61% to 41.28% [11] - Tuojing Technology anticipates a net profit of 238 million to 247 million yuan in the second quarter, a year-on-year increase of 101% to 108% [11] - Microchip Biotech expects a net profit of 30.06 million yuan in the first half of 2025, turning from loss to profit [11]

Corporate Announcements - Helen Piano's actual controllers are planning a change in control, leading to a suspension of trading starting July 18, 2025, for up to 2 trading days [3] - Tiger Med is selling 95.09% of its stake in Lixin Pharmaceutical to Charoen Pokphand Group for approximately $34.11 million [4] - Stik's wholly-owned subsidiary plans to invest about 509 million yuan in expanding high-end functional film production [5] - Oriental Yuhong's wholly-owned subsidiaries intend to acquire 100% of Chile's Construmart for approximately $123 million, which operates around 31 building material supermarkets [6] Performance Reports - Hangzhou Bank reported a net profit of 11.662 billion yuan for the first half of 2025, a year-on-year increase of 16.67% [8] - Tuojing Technology expects a net profit increase of 101% to 108% for Q2 2025, with revenue projected between 1.21 billion to 1.26 billion yuan [9] - Microchip Biotech anticipates a net profit of 30.06 million yuan for H1 2025, reversing a loss from the previous year, driven by increased sales of specific products [10] - Zhongwei Company expects a net profit increase of 31.61% to 41.28% for H1 2025, with revenue around 4.961 billion yuan [12] - Qianyuan Power reported a net profit of 12.7 million yuan for H1 2025, a decrease of 4.54% year-on-year [13] - Xiamen Tungsten's net profit for H1 2025 was 972 million yuan, down 4.41% year-on-year, attributed to the absence of significant investment gains from the previous year [14] Major Contracts - State Grid Information Technology announced winning contracts totaling 966 million yuan from the State Grid Corporation for equipment procurement [16] - Beizhi Technology signed a contract worth 164 million yuan with Jushi Group for equipment procurement [17] - Mould Technology received a project letter for exterior parts from a luxury car client, with expected total sales of 2.044 billion yuan over five years [18] Shareholder Actions - Huasheng Lithium Battery's shareholder plans to reduce holdings by up to 2.24% of the company's total shares [20] - Hongta Securities intends to repurchase shares worth 100 million to 200 million yuan at a price not exceeding 12.76 yuan per share [22]

Group 1 - The company forecasts a significant increase in revenue and net profit for the first half of 2025, with an expected revenue increase of 10,512.95 thousand yuan, representing a 35% year-on-year growth [1] - The net profit attributable to the parent company is projected to be approximately 2,119.00 thousand yuan, reflecting an increase of 6,836.82 thousand yuan or 145% compared to the same period last year [1] - The company reported a revenue of 30,216.05 thousand yuan and a net loss of 4,100.64 thousand yuan for the first half of 2024 [1] Group 2 - The primary reasons for the expected performance improvement include the new inclusion of the product Sidabamine for diffuse large B-cell lymphoma in medical insurance and optimized sales strategies for Siglecin, which have led to significant sales growth [1] - The company anticipates a 43% year-on-year revenue growth and a 51% quarter-on-quarter growth for the second quarter of 2025, with a turnaround to profitability for the net profit attributable to the parent company [1]

Core Viewpoint - Micron Biomedical expects to achieve approximately 407 million yuan in revenue for the first half of 2025, representing a year-on-year increase of 35% [1] - The company anticipates a net profit attributable to the parent company of about 30.06 million yuan for the same period, reflecting a significant year-on-year increase of 173% [1] - The net profit after deducting non-recurring gains and losses is projected to be around 21.19 million yuan, which is a 145% year-on-year increase [1] Revenue and Profit Projections - For the second quarter of 2025, the company expects a revenue increase of 43% year-on-year and a 51% increase quarter-on-quarter [1] - The company forecasts a turnaround in net profit attributable to the parent company, indicating a recovery from previous losses [1] Product Performance - The product "Sida Benamine" has recently been included in the medical insurance for diffuse large B-cell lymphoma, contributing to increased sales [1] - The sales strategy optimization for "Sigelet Sodium" and its unique advantage in "liver disease co-management" have gained market recognition, leading to significant sales growth for both products [1]