Core Viewpoint - Four Seasons Pharmaceutical (00460) has shown a significant stock price increase of 5.38%, reaching HKD 1.37 per share, with a trading volume of HKD 76.76 million, indicating positive market sentiment towards the company [1]. Group 1: Company Overview - Four Seasons Pharmaceutical Holdings Limited is a leading pharmaceutical company in China's prescription drug market, primarily engaged in the production and sale of cardiovascular prescription drugs [1]. - Since 2007, the company has been the largest supplier of cardiovascular prescription drugs in the country [1]. - Key operational data includes a unique sales model, a nationwide sales network, a diversified product portfolio, and strong research and development capabilities [1]. Group 2: Financial Performance - As of the 2024 annual report, Four Seasons Pharmaceutical reported total revenue of HKD 1.901 billion and a net profit of HKD -217 million, indicating a loss [2].

Core Viewpoint - Four Seasons Pharmaceutical (00460) has announced a positive earnings forecast, expecting revenue of no less than RMB 1.1 billion and net profit of no less than RMB 50 million for the six months ending June 30, 2025 [1] Financial Performance - The company anticipates significant growth in its medical aesthetics business, with a year-on-year growth rate between 50% and 60% [1] - The innovative drug segment is entering a harvest phase, characterized by reduced R&D expenses, a steady stream of new product approvals, and successful commercialization progress, leading to continuous revenue growth in this segment [1] - The decline in the generic drug business is narrowing year by year, indicating improved performance in this area [1] - The company's financial condition remains robust, with ample cash reserves on the balance sheet [1]

Group 1 - The core viewpoint of the article is that Sihuan Pharmaceutical (00460) has announced a positive earnings forecast, expecting revenue of no less than RMB 1.1 billion and net profit of no less than RMB 50 million for the six months ending June 30, 2025 [1] - The company's stock price increased by 3.2%, reaching HKD 77.5, with a trading volume of HKD 235 million [1] - Key factors influencing the financial performance include significant growth in the medical aesthetics business, with a year-on-year growth rate of 50%-60% [1] Group 2 - The innovative drug business is entering a harvest period, characterized by a gradual reduction in R&D expenses and a steady stream of new product approvals, leading to continuous revenue growth in this segment [1] - The decline in the generic drug business is narrowing year by year, indicating improved performance in this area [1] - The company's financial condition is robust, with ample cash reserves on the balance sheet [1]

Group 1 - InnoCare (02577.HK) has partnered with NVIDIA to promote the large-scale implementation of the 800 VDC power architecture in AI data centers, which is designed for efficient power supply in megawatt-level computing infrastructure [1] - The 800 VDC system offers significant advantages over traditional 54V systems in terms of efficiency, thermal loss, and reliability, enabling a 100-1000 times increase in AI computing power [1] - The company's third-generation GaN devices provide a comprehensive power solution from 800V input to GPU terminals, covering a voltage range from 15V to 1200V [1] Group 2 - China Ruyi (00136.HK) received a strategic investment of HKD 3.9 billion from Wuji Capital to accelerate business expansion and acquisition plans [2] - LEPU Biopharma-B (02157.HK) has authorized T-cell connector technology with an upfront payment of USD 10 million and potential milestone payments of up to USD 850 million [2] - Sinopec Engineering (02386.HK) signed a front-end engineering design (FEED) contract for a large green hydrogen project in Yanbu, Saudi Arabia [2] Group 3 - Geely Automobile (00175.HK) reported total vehicle sales of 237,700 units in July, a year-on-year increase of 58% [3] - Great Wall Motors (02333.HK) achieved approximately 104,372 vehicle sales in July, reflecting a year-on-year growth of 14.34% [3] - NIO-SW (09866.HK) delivered 21,017 vehicles in July [3]

Core Insights - The company expects to achieve revenue of no less than RMB 1.1 billion and net profit of no less than RMB 50 million for the six months ending June 30, 2025 [1] - The financial performance during this period is influenced by several factors, including significant growth in the medical aesthetics business, the maturation of innovative drug operations, a narrowing decline in the generic drug sector, and a strong financial position with ample cash reserves [1] Group 1 - The medical aesthetics business is projected to grow at a rate of 50%-60% compared to the same period last year [1] - The innovative drug segment is entering a harvest phase, with reduced R&D expenses, a steady stream of new product approvals, and successful commercialization efforts [1] - The decline in the generic drug business is narrowing year by year [1] - The company maintains a robust financial status with substantial cash on hand [1] Group 2 - From January 2024 to July 2025, the company has received approvals for 41 new medical aesthetics and pharmaceutical products, including nine medical aesthetics products and 32 pharmaceutical products [2] - Key products include self-developed medical devices and innovative drugs, which are expected to drive future revenue and profit growth [2] - The company is confident about its future development prospects due to the simultaneous launch of numerous significant new products [2]

Group 1 - The company expects to achieve revenue of no less than RMB 1.1 billion and net profit of no less than RMB 50 million for the six months ending June 30, 2025 [1] - Key factors influencing the financial performance include a high growth rate in the medical aesthetics business, with an increase of 50%-60% compared to the same period last year [1] - The innovative drug business is entering a harvest period, with a gradual reduction in R&D expenses and a steady stream of new product approvals contributing to revenue growth [1] Group 2 - A total of 41 new medical aesthetics and pharmaceutical products have been approved for market launch from January 2024 to July 2025, including nine medical aesthetics products and 32 pharmaceutical products [2] - The launch of multiple heavyweight new products is expected to provide strong momentum for future revenue and profit growth, instilling confidence in the company's development prospects [2]

Group 1 - The company expects to achieve revenue of no less than RMB 1.1 billion and net profit of no less than RMB 50 million for the six months ending June 30, 2025 [1] - Key factors influencing the financial performance include a high growth rate in the medical aesthetics business, with an expected increase of 50%-60% compared to the same period last year [1] - The innovative drug business is entering a harvest phase, with reduced R&D expenses and a steady stream of new product approvals contributing to revenue growth [1] - The decline in the generic drug business is narrowing year by year, indicating improved performance in this segment [1] - The company's financial position is robust, with ample cash reserves [1] Group 2 - From January 2024 to July 2025, the company has 41 new medical aesthetics and pharmaceutical products approved for launch, including nine medical aesthetics products and 32 pharmaceutical products [2] - Notable products include self-developed medical devices and innovative drugs, which are expected to drive significant future revenue and profit growth [2] - The company is confident about its future development prospects due to the simultaneous launch of multiple heavyweight new products [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 就 因 本 公 告 全部或任何部份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責 任。 Sihuan Pharmaceutical Holdings Group Ltd. 四環醫藥控股集團有限公司 （於百慕達註冊成立的有限公司） （股份代號：0460） 正面盈利預告 – 1 – (1) 醫 美 業 務 高 增 長，相 較 於 去 年 同 期 增 速 在50%–60%之 間； (2) 創 新 藥 業 務 進 入 收 穫 期，包 括 創 新 藥 研 發 開 支 逐 步 減 少，獲 批 新 產 品 持 續 湧 現，新 產 品 的 商 業 化 進 展 順 利，該 板 塊 的 分 部 收 入 持 續 增 長； (3) 仿 製 藥 業 務 的 下 跌 幅 度 逐 年 收 窄；及 (4) 本 公 司 財 務 狀 況 穩 健，賬 面 現 金 充 裕。 自 二 零 二 四 年 一 月 至 二 零 二 五 年 七 月 底，本 集 團 共 有41個醫美及醫 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 四環醫藥控股集團有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00460 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 100,000,000,000 | HKD | | 0.01 | HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 100,000,000,000 | HKD | | 0.01 | HKD | | 1,000,000, ...

港股创新药概念股盘初冲高，石药集团(01093.HK)涨超5%，亚盛医药(06855.HK)涨超4%，四环医药 (00460.HK)、丽珠医药(01513.HK)等跟涨。 ...