证券代码：430017 证券简称：星昊医药 公告编号：2024-006 北京星昊医药股份有限公司 持股 5%以上股东减持股份计划公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 二、 减持计划的主要内容 | 股东 | 计划减持 | | | 计划减 | 减持 | | 减持 | 减持 | | 拟减 持股 | 拟 减 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | 价格 | | | 持 | | 名称 | 数量（股） | | | 持比例 | 方式 | | 期间 | | | 份来 | | | | | | | | | | | 区间 | | | 原 | | | | | | | | | | | | 源 | 因 | | 北京 | 不 | 高 | 于 | 不高于 | 集 中 | 竞 | 通过大宗交易卖出或 | 根 | 据 | 北京 | 资 | | 双鹭 | 1,850,000 | ...

证券代码：430017 证券简称：星昊医药 公告编号：2024-006 北京星昊医药股份有限公司 持股 5%以上股东减持股份计划公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 二、 减持计划的主要内容 | 股东 | 计划减持 | | 计划减 | 减持 | | 减持 | 减持 | | 拟减 持股 | 拟 减 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | 价格 | | | 持 | | 名称 | 数量（股） | | 持比例 | 方式 | | 期间 | | | 份来 | | | | | | | | | | 区间 | | 源 | 原 | | | | | | | | | | | | 因 | | 北京 | 不 于 | 高 | 不高于 | 集 中 | 竞 | 通过大宗交易卖出或 | 根 | 据 | 北京 | 资 | | 双鹭 | 1,850,000 | | 1.51% | 价、大宗 | | ...

Investment Rating - The report provides an initial coverage rating for Xinghao Pharmaceutical, indicating a positive outlook for the company's future growth potential in the CMC/CMO sector [4]. Core Insights - The pharmaceutical industry in China is transitioning from a focus on generic drugs to innovative drugs, with policies like MAH promoting specialization and benefiting the CMC/CMO industry [2][114]. - Xinghao Pharmaceutical has established itself as a platform company in the CMC/CMO field, leveraging its core technologies and production bases to provide comprehensive drug formulation services [10][52]. - The CMC/CMO market in China is expected to grow significantly, with projections estimating the CMO market size to reach approximately $10.5 billion by 2024 [2][115]. Company Overview - Xinghao Pharmaceutical primarily engages in drug formulation research, production, and sales, while also providing CMC/CMO services [14][90]. - The company has a total market capitalization of 16.06 billion yuan, with a current stock price of 13.10 yuan [3]. Financial Performance - The company's revenue from drug sales has remained stable, with a gross margin of approximately 80% [98]. - In the first half of 2023, the revenue from gastrointestinal and metabolic drugs accounted for the highest proportion, with a year-on-year growth of 19.68% [68][118]. - The overall revenue for the first three quarters of 2023 reached 520 million yuan, reflecting a year-on-year increase of 28.84% [119][122]. Market Position - Xinghao Pharmaceutical holds a significant position in the CMC/CMO market, with a total of 117 CMC/CMO projects in its pipeline, of which 102 are CMC projects [43][74]. - The company has a competitive edge due to its early entry into the CMC/CMO sector and its extensive patent portfolio, which includes 32 invention patents [22][114]. Growth Potential - The report highlights the rapid growth of the CMC/CMO business, with a compound annual growth rate (CAGR) of 34.20% from 2018 to 2022 [18]. - The company is expected to further enhance its technological barriers and market position through ongoing investment in R&D and the establishment of new production lines [22][118].

Group 1: R&D Investment - The company has increased R&D expenses significantly, with 2023 expenses reaching ¥7,026.49 million, up from ¥5,298.07 million in 2022 and ¥4,637.78 million in 2021 [4] - R&D expenses accounted for 13.52% of revenue in 2023, compared to 8.72% in 2022 and 7.97% in 2021 [4] - The company plans to maintain its R&D investment intensity in the coming years [4] Group 2: Product Development and Market Position - The company has a comprehensive project evaluation system for drug development, ensuring feasibility before project initiation [5] - The company’s compound digestive enzyme capsules hold the top market share in China for several consecutive years, with no significant changes expected in 2023 [8] - The company’s revenue and profit grew in 2023, driven by sales increases across multiple therapeutic areas and steady development in CMC and CMO businesses [7] Group 3: Pricing and Market Trends - Prices of major products remained stable in 2023, but there is a potential for price reductions in the Chinese pharmaceutical market that may impact sales [6] - The company is observing a shift towards pre-filled syringes and cartridge systems, which are gradually replacing traditional injection forms [9] Group 4: Regulatory and Expansion Efforts - The company’s subsidiary has received EU GMP certification for its small-volume injection production line, actively seeking clients and orders through international exhibitions and partnerships [10] - The company is not currently considering external expansion through mergers or acquisitions, focusing instead on core business growth [11]

证券代码：430017 证券简称：星昊医药 公告编号：2024-005 北京星昊医药股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 √特定对象调研 二、 投资者关系活动情况 活动时间：2024 年 03 月 06 日 活动地点：北京市大兴区仲景西路 1 号院会议室 参会单位及人员：开源证券、晨鸣集团。 上市公司接待人员：公司董事会秘书、副总经理：温茜女士；公司证代：修 勇先生。 三、 投资者关系活动主要内容 | 项目\时间 | 2023 | 年 1-9 | 月 | 2022 年度 | | 2021 | 年度 | | --- | --- | --- | --- | --- | --- | --- | --- | | 研发费用（万元） | | 7,026.49 | | 5,298.07 | | | 4,637.78 | | 研发费用占营业收 | | | 13.52% | | 8.72% | | 7.97% | | 入比例（%） | | | | | ...

Financial Performance - The net profit attributable to shareholders for the reporting period is expected to be 99.84 million yuan, an increase of 22.49% compared to 81.51 million yuan in the same period last year[3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be 81.54 million yuan, up 66.10% from 49.09 million yuan in the previous year[3]. - The increase in net profit is primarily due to enhanced market expansion efforts, leading to increased operating revenue compared to the previous year[4]. Government Subsidies - The company recognized government subsidies related to assets amounting to 17.37 million yuan as regular gains in 2023, which contributed to the profit increase[5]. Financial Reporting - The financial data provided is preliminary and has not been audited by an accounting firm, with final figures to be disclosed in the annual report[6].

Financial Performance - The company's operating revenue for 2023 reached ¥717,929,698.22, an increase of 18.20% compared to ¥607,374,425.39 in the previous year[3] - Net profit attributable to shareholders was ¥99,839,917.15, reflecting a growth of 22.49% from ¥81,509,632.97 year-on-year[3] - The net profit attributable to shareholders after deducting non-recurring gains and losses was ¥81,541,176.55, which is a significant increase of 66.10% compared to ¥49,091,074.90 in the previous year[3] Assets and Equity - Total assets at the end of the reporting period amounted to ¥1,802,857,753.87, representing a year-on-year growth of 29.22%[5] - Shareholders' equity attributable to the company increased to ¥1,487,751,566.87, a rise of 35.92% from ¥1,094,590,207.74[3] Share Capital and Earnings - The company's share capital increased by 33.27% to 122,577,200 shares due to the issuance of 30.6 million shares following its listing on the Beijing Stock Exchange[6] - Basic earnings per share decreased by 3.37% to ¥0.86 from ¥0.89 in the previous year[3] - The weighted average return on equity (ROE) before deducting non-recurring gains and losses was 6.76%, down from 7.67%[3] Government Subsidies and Caution - The company recognized government subsidies related to assets amounting to ¥17,373,600 as regular income in 2023, contributing to the increase in net profit[6] - The company advises investors to be cautious as the financial data presented is preliminary and has not been audited, with potential discrepancies expected in the final annual report[8]

证券代码：430017 证券简称：星昊医药 公告编号：2024-002 北京星昊医药股份有限公司 关于变更签字注册会计师、质量复核人的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 北京星昊医药股份有限公司（以下简称"公司"），于 2023 年 12 月 04 日召 开第六届董事会第二十次会议、第七届监事会第九次会议，并于 2023 年 12 月 13 日召开 2023 年第六次临时股东大会，审议通过《关于拟变更会计师事务所的 议案》，同意聘任北京大华国际会计师事务所（特殊普通合伙）（以下简称"大华 国际"）承担公司 2023 年度财务审计工作，聘期一年。具体内容详见公司于 2023 年 12 月 04 日在北京证券交易所信息披露平台（http://www.bse.cn）上披露的《北 京星昊医药股份有限公司拟变更会计师事务所公告》（公告编号：2023-155）。 公司于 2024 年 02 月 27 日收到大华国际出具的《关于变更北京星昊医药股 份有限公司签字注册会计师及项目质量复核人员的函》，现 ...

证券代码：430017 证券简称：星昊医药 公告编号：2024-002 北京星昊医药股份有限公司 北京大华国际会计师事务所（特殊普通合伙）作为公司 2023 年度财务报表 的审计机构，原委派贺爱雅、曹静为签字注册会计师为公司提供审计服务、盛青 为项目质量复核人员为公司的审计服务项目提供复核工作。鉴于原签字注册会计 师曹静及项目质量复核人员盛青工作调整，根据大华国际《业务质量管理制度》 相关规定，大华国际现委派贺爱雅、李秋玲为签字注册会计师，赵焕琪为项目质 量复核人员，负责公司 2023 年度财务报表审计及项目质量复核工作，继续完成 相关工作。 二、本次变更签字注册会计师、质量复核人的基本情况 1 （一）基本情况 项目签字注册会计师贺爱雅：于 2017 年 8 月成为注册会计师、2010 年 10 月开始从事上市公司和挂牌公司审计、2023 年 9 月开始在大华国际执业、2024 年 2 月开始为公司提供审计服务；近三年签署上市公司和挂牌公司审计报告数量 4 家。 项目签字注册会计师李秋玲：于 2007 年 11 月成为注册会计师、2015 年 3 月开始从事上市公司和挂牌公司审计、2023 年 10 月开始在 ...

| 日期 | 代码 | 简称 | 成交价 | 成交数量（股） | 买入营业部 | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2024-02- 26 | 430017 | 星昊医药 | 12.66 | 79000 | 中国银河证券股份有 | 华泰证券股份有限公 | | | | | | | 限公司北京中关村大 | 司上海牡丹江路证券 | | | | | | | 街证券营业部 | 营业部 | | 2024-02- 26 | 832225 | 利通科技 | 10.15 | | 招商证券股份有限公 | 民生证券股份有限公 | | | | | | 201901 | 司北京车公庄西路证 | 司河南分公司 | | | | | | | 券营业部 | | | 2024-02- 26 | 430198 | 微创光电 | 9.73 | 463950 | 机构专用 | 中信证券（山东）有 限责任公司寿光农圣 | | | | | | | | 东街证券营业部 | | 2024-02- | | | | | | 中信证券（山东）有 | | 26 | 430198 | 微创光电 ...