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远大医药(00512) - 截至二零二六年一月三十一日止之股份发行人的证券变动月报
2026-02-03 09:41
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: 2026年1月31日 狀態: 新提交 致:香港交易及結算所有限公司 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) | 00512 | 說明 | | | | | | | | | | | 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 | | 1,000,000,000 | 本月底法定/註冊股本總額: HKD 1,000,000,000 第 ...
远大医药(00512) - 补充及澄清公告 - 关连交易 - 收购河北远大九孚生物科技有限公司及保定...
2026-02-03 09:05
Grand Pharmaceutical Group Limited 遠大醫藥集團有限公司* ( 於百慕達註冊成立之有限公司 ) (股份代號: 00512) 補充及澄清公告 關連交易 收購河北遠大九孚生物科技有限公司及 保定加合精細化工有限公司全部股權 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分內容而產生 或因倚賴該等內容而引致的任何損失承擔任何責任。 茲提述本公司於二零二五年十二月三十一日刊發有關股份購買協議項下擬進行交易之關連 交易之公告(「該公告」)。除另有說明外,本補充公告所用詞彙與該公告所界定者具 有相同涵義。 誠如公告所披露,本次交易之代價人民幣 316,000,000 元乃經買方與賣方參考下列因素後, 經公平磋商釐定:(i)目標公司之財務表現、業務增長及前景(包括現有資產、研發進程中 之技術專長及研發項目之未來前景); (ii) 獨立合資格估值師根據市場法編製之估值報告, 據此,於扣除建議向賣方分派之利潤人民幣 134,000,000元後,目標公司 100%股權於 2025 年 9 月 30 ...
港股收评:恒指跌0.29%、科指跌1.16%,黄金及新消费概念股逆势走高,科技股、AI应用、商业航天股普跌
Jin Rong Jie· 2026-01-20 08:25
Market Performance - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 0.29% to 26,487.51 points, the Hang Seng Tech Index down 1.16% to 5,683.44 points, and the National Enterprises Index decreasing by 0.43% to 9,094.76 points [1] - Major technology stocks generally declined, with Alibaba down 0.44%, Tencent down 1.48%, and Xiaomi down 2.74%, while JD.com saw a slight increase of 0.09% [1] - New consumption concept stocks performed well, with Pop Mart rising by 9% and Naixue's Tea increasing by over 4% [1] Corporate News - Codex-B (02487.HK) reported positive top-line results from a Phase III clinical trial for CU-20101, an injectable botulinum toxin type A for moderate to severe glabellar lines [2] - Saint Bella (02508.HK) entered a strategic cooperation framework agreement with Cloudwise Technology to explore the integration of AI and robotics in high-demand home care scenarios [2] Profit Forecasts - China Taiping (00966.HK) expects a net profit increase of approximately 215% to 225% in 2025, compared to 8.432 billion HKD in the previous year [3] - TCL Electronics (01070.HK) anticipates an adjusted net profit of approximately 2.33 billion to 2.57 billion HKD in 2025, representing a growth of 45% to 60% [3] - Jihong Co. (02603.HK) forecasts a net profit of approximately 273 million to 291 million RMB in 2025, a year-on-year increase of 50% to 60% [3] - Guolian Minsheng (01456.HK) expects a net profit of 2.008 billion RMB in 2025, a growth of around 406% [3] - China Railway (00390.HK) reported a new contract amount of 1,165.98 billion RMB in Q4 2025, with a cumulative new contract amount of 2,750.9 billion RMB, a year-on-year growth of 1.3% [3] Sales and Revenue - Shenzhen Holdings (00604.HK) anticipates a total contract sales amount of approximately 13.311 billion RMB in 2025, a decrease of 21.55% [4] - SF Holding (06936.HK) reported a total revenue of 27.339 billion RMB in December from its logistics, supply chain, and international businesses, reflecting a year-on-year growth of 3.41% [5] Institutional Insights - Dongwu Securities noted that the Hong Kong market is in a long-term upward trend but faces short-term challenges, with strong consensus on domestic fundamentals but mixed views on overseas factors [9] - Huaxia Fund emphasized the high sensitivity of the Hong Kong market to corporate earnings and macroeconomic data, suggesting that positive economic surprises could significantly boost market expectations [10] - Tianfeng Securities highlighted that the Hong Kong market has the foundation for a rebound due to valuation recovery and sentiment improvement, but upward momentum may be constrained by high overseas interest rates [10] - Huaxi Securities pointed out that the "AI+" logic is catalyzing valuation optimization in the Hong Kong market, with a focus on internet, technology, and emerging consumption sectors [10]
远大医药创新诊断RDC国内NDA获受理
Jing Ji Guan Cha Wang· 2026-01-20 02:48
经济观察网 1月19日,远大医药(00512.HK)公告,公司用于诊断前列腺癌的创新放射性核素偶联药物 (RDC)TLX591-CDx向国家药监局递交的新药上市申请(NDA)已获受理,这不仅标志着远大医药在 核药抗肿瘤诊疗领域的上市产品管线将获得进一步增厚,更意味着中国前列腺癌患者即将迎来一款全球 领先的精准诊断工具,为疾病的早期发现、精准分型与治疗方案优化提供全新可能。 ...
港股公告掘金 | 康耐特光学与歌尔光学拟成立合资企业 拓展定制镜片在AI/AR/VR/MR眼镜的应用市场
Zhi Tong Cai Jing· 2026-01-19 15:24
Group 1: Major Developments - 康耐特光学 (02276) and 歌尔光学 plan to establish a joint venture to expand the application market for customized lenses in AI/AR/VR/MR glasses [1] - 圣贝拉 (02508) and 云迹科技 signed a strategic cooperation framework agreement to explore the deep integration and application of artificial intelligence and robotics in high-demand home care scenarios [1] - KKCG Maritime intends to initiate a voluntary conditional partial public acquisition offer to acquire 15.4% of 法拉帝 (09638) shares [1] - 远大医药 (00512) announced that the new drug application for the innovative radiolabeled drug TLX591-CDx has been accepted by the China National Medical Products Administration [1] - 艾美疫苗 (06660) received approval to conduct clinical trials for a 20-valent pneumococcal polysaccharide conjugate vaccine [1] - 中国东方航空股份 (00670) sold the 凯迪克大厦 in Shanghai and related assets to 东航置业 for approximately 134 million yuan [1] - 佑驾创新 (02431) signed a memorandum of understanding with India's leading automotive parts manufacturer STL [1] - 南山铝业国际 (02610) plans to develop electrolytic aluminum and related raw materials and supporting businesses [1] Group 2: Financial Performance - 顺丰控股 (06936) reported a total revenue of 27.339 billion yuan from its express logistics, supply chain, and international businesses in December, representing a year-on-year increase of 3.41% [2] - 美丽田园医疗健康 (02373) issued a profit warning, expecting adjusted net profit for 2025 to be no less than 380 million yuan, a year-on-year increase of at least 40% [2] - 中国太平 (00966) issued a profit warning, anticipating a year-on-year increase of approximately 215% to 225% in shareholder profit for the 2025 fiscal year [2] - 吉宏股份 (02603) issued a profit warning, expecting a net profit attributable to shareholders of approximately 273 million to 291 million yuan for 2025, a year-on-year increase of 50% to 60% [2] - 兖煤澳大利亚 (03668) reported a fourth-quarter coal sales volume of 10.8 million tons, a year-on-year increase of 4% [2] - 兖矿能源 (01171) reported a fourth-quarter commodity coal production of 46.51 million tons, a year-on-year increase of 4.4% [2] - 深圳控股 (00604) projected a total contract sales amount of approximately 13.311 billion yuan for 2025, a year-on-year decrease of 21.55% [2] - 上海石油化工股份 (00338) issued a profit warning, expecting a net loss attributable to shareholders of approximately 1.289 billion to 1.576 billion yuan for 2025, indicating a shift from profit to loss [2] - 上海石油化工股份 (00338) reported gasoline sales revenue of 24.656 billion yuan for 2025 [2]
远大医药创新RDC药物TLX591-CDx新药上市申请获国家药监局受理
Core Viewpoint - The acceptance of the new drug application (NDA) for TLX591-CDx by the National Medical Products Administration marks a significant advancement for the company in the field of nuclear medicine for cancer diagnosis [1][2]. Group 1: Product Development and Market Potential - TLX591-CDx is a diagnostic radiopharmaceutical targeting prostate-specific membrane antigen (PSMA), suitable for diagnosing both newly diagnosed and recurrent prostate cancer [1]. - The NDA application includes data from a clinical study conducted in China, which is a Phase III open-label study involving over 100 patients with biochemical recurrence of prostate cancer [1]. - The incidence of prostate cancer in China is on the rise, with projections indicating nearly 200,000 new cases by 2030 according to Frost & Sullivan data [1]. Group 2: Commercial Performance and Expansion - TLX591-CDx has been approved for commercialization in 24 countries, including Australia, the USA, and several European nations, demonstrating strong commercial performance with sales of approximately $517 million in 2024 and $461 million in the first three quarters of 2025, reflecting a year-on-year growth of over 25% [2]. - The acceptance of the NDA is a crucial step in the company's strategy to build an integrated diagnostic and therapeutic product portfolio for prostate cancer, with the complementary therapeutic product TLX591 already approved for international Phase III clinical studies in China [2]. Group 3: Strategic Positioning and Future Outlook - The company has established a comprehensive layout in the nuclear medicine sector, covering research and development, production, distribution, and sales [2]. - The ongoing "Go Global" strategy and the anticipated launch of TLX591-CDx and other innovative products are expected to enhance the company's core competitiveness in the nuclear medicine field [2].
远大医药TLX591-CDx新药上市申请获国家药监局受理
Bei Jing Shang Bao· 2026-01-19 12:45
北京商报讯(记者 王寅浩 宋雨盈)1月19日,远大医药发布公告称,公司用于诊断前列腺癌的创新在研 放射性核素偶联药物TLX591-CDx近日正式向中华人民共和国国家药品监督管理局递交了新药上市申请 并获得了受理。根据公告,TLX591-CDx是一款全球创新、基于放射性核素-小分子偶联技术的靶向前列 腺特异性膜抗原的诊断型放射性药物,适用于初诊和复发性前列腺癌的诊断。 ...
远大医药创新诊断核药冲刺中国上市 TLX591-CDx积极顶线临床数据惊艳 开启国内前列腺癌诊疗新篇
Zhi Tong Cai Jing· 2026-01-19 10:29
2026年开年,远大医药(00512)再度传来核药重大利好——公司用于诊断前列腺癌的创新放射性核素偶联药物(RDC)TLX591-CDx向国家药监局递交的新 药上市申请(NDA)已获受理,这不仅标志着远大医药在核药抗肿瘤诊疗领域的上市产品管线将获得进一步增厚,更意味着中国前列腺癌患者即将迎来一 款全球领先的精准诊断工具,为疾病的早期发现、精准分型与治疗方案优化提供全新可能。 积极顶线临床数据惊艳,精准诊断彰显硬核实力 前列腺癌是我国男性群体中常见的癌症类型之一,且其发病率和病死率正随着人口老龄化加剧等因素呈明显升高趋势。根据弗若斯特沙利文数据, 2030年中国前列腺癌新发病例数将达到近20万人,其药物市场规模也将以约21.8%的复合年均增长率增长至近506亿元人民币。 | 期间 | 复合年增长率 | | --- | --- | | 2015-2019 | 24.5% | | 2019-2024E | 24.1% | | 2024E-2030E | 21.8% | 居高不下的发病率下,是我国前列腺癌患者较低的早期检出率以及5年生存率。《前列腺癌筛查中国专家共识》及柳叶刀数据显示,我国仅有3成的前 列腺癌在早期发 ...
远大医药(00512)创新诊断核药冲刺中国上市 TLX591-CDx积极顶线临床数据惊艳 开启国内前列腺癌诊疗新篇
智通财经网· 2026-01-19 10:23
智通财经APP获悉,2026年开年,远大医药(00512)再度传来核药重大利好——公司用于诊断前列腺癌的创新放射性核素偶联药物(RDC)TLX591- CDx向国家药监局递交的新药上市申请(NDA)已获受理,这不仅标志着远大医药在核药抗肿瘤诊疗领域的上市产品管线将获得进一步增厚,更意味 着中国前列腺癌患者即将迎来一款全球领先的精准诊断工具,为疾病的早期发现、精准分型与治疗方案优化提供全新可能。 积极顶线临床数据惊艳,精准诊断彰显硬核实力 前列腺癌是我国男性群体中常见的癌症类型之一,且其发病率和病死率正随着人口老龄化加剧等因素呈明显升高趋势。根据弗若斯特沙利文数据, 2030年中国前列腺癌新发病例数将达到近20万人,其药物市场规模也将以约21.8%的复合年均增长率增长至近506亿元人民币。 凭借杰出的产品优势,远大医药TLX591-CDx有望改善这一局面。根据公司12月公布的该产品国内III期临床研究积极顶线结果,TLX591-CDx检测肿瘤 的总体阳性预测值(PPV)高达94.8%(置信区间,CI:85.9%-98.2%),证实了中国患者使用TLX591-CDx诊断的临床经验与非中国患者的研究结果相 当。更值 ...
远大医药:创新放射性核素偶联药物TLX591-CDx的 新药上市申请获中国药监局受理
Zhi Tong Cai Jing· 2026-01-19 10:14
Core Viewpoint - The company has made significant progress in the development of innovative radiopharmaceuticals for prostate cancer diagnosis and treatment, with the recent submission of a New Drug Application (NDA) for TLX591-CDx to the National Medical Products Administration of China, marking a key milestone in its oncology pipeline [1][2]. Group 1: Product Development and Clinical Trials - TLX591-CDx has shown a positive predictive value (PPV) of 94.8% in a clinical study involving over 100 prostate cancer patients, indicating its effectiveness in diagnosing the disease [2]. - The NDA submission includes data from a clinical study that demonstrated the impact of TLX591-CDx on treatment decisions, with 67.2% of patients experiencing changes in their treatment plans based on PET imaging results [2]. - The company has a total of six innovative RDC products approved for clinical research, with four currently in Phase III trials, including TLX591-CDx and TLX591 [8]. Group 2: Strategic Partnerships and Collaborations - The company signed a strategic cooperation agreement with Telix Pharmaceutical Limited in November 2020, securing exclusive rights to several innovative RDC products in Greater China [3]. - Collaborations with Sirtex Medical Pty Ltd and ITM Isotope Technologies Munich SE have established a world-class tumor intervention research and development platform [5]. Group 3: Market Expansion and Sales Performance - TLX591-CDx has been approved in multiple countries, including Australia, the United States, and Canada, with projected sales of approximately $517 million in 2024 and $461 million in the first three quarters of 2025, reflecting over 25% year-on-year growth [4]. - The company has established a global sales network covering over 50 countries, enhancing its market presence in the oncology sector [4]. Group 4: Infrastructure and Production Capabilities - The company’s radiopharmaceutical research and production base in Chengdu, China, is the first of its kind to cover the entire nuclear medicine supply chain, from isotope preparation to commercialization [9]. - The facility is designed to meet international standards with advanced automation and safety measures, ensuring high-quality production and operational efficiency [9]. Group 5: Commitment to Innovation and Future Development - The company emphasizes innovation and advanced technology development, focusing on unmet clinical needs and expanding its product pipeline [10]. - Plans are in place to strengthen the research and development of its oncology products, aiming to solidify its position as a leader in the global radiopharmaceutical market [9][10].