FF301 截至月份: 2026年1月31日 狀態: 新提交 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 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01349 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 326,000,000 | RMB | | 0.1 RMB | | 32,600,000 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 326,000,000 | RMB | | 0.1 RMB | | 32,600,000 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | - ...

Market Performance - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 2.23% to 26,775.57 points, and the Hang Seng Tech Index dropping by 3.36% to 5,526.31 points [1] - Major technology stocks saw significant losses, including Alibaba down 3.49%, Tencent down 1.24%, and JD.com down 1.69% [1] - Gold and silver prices fell sharply, with Shandong Gold and Chifeng Gold both dropping over 12% [1] Company Earnings Forecasts - Haiprime (09989.HK) expects a net profit of 284 million to 377 million yuan for 2025, a decrease of 41.71% to 56.09% year-on-year [2] - Datang Power (00991.HK) anticipates a net profit of approximately 6.8 billion to 7.8 billion yuan for 2025, an increase of about 51% to 73% year-on-year [6] - Longhua Automobile (02333.HK) projects total revenue of 222.79 billion yuan for 2025, a year-on-year growth of 10.19% [4] - CICC (03908.HK) forecasts a net profit of 8.542 billion to 10.535 billion yuan for 2025, an increase of 50% to 85% year-on-year [5] Company Warnings - Kaisa New Energy (01108.HK) issued a profit warning, expecting a net loss increase of approximately 90.07 million to 290 million yuan for 2025 [7] - Xinyi Alloy (00505.HK) also issued a profit warning, anticipating a 50% decrease in profit attributable to equity shareholders for 2025 [8] - Fudan Zhangjiang (01349.HK) expects a net loss of approximately 120 million to 180 million yuan for 2025 [9] Strategic Developments - Innovation Intelligence (02121.HK) signed a strategic cooperation agreement with Shanghai Jiao Tong University Hainan Research Institute [11] - Zhonghui Biotech-B (02627.HK) received approval from the National Medical Products Administration for its trivalent influenza virus subunit vaccine [12]

Group 1 - Fudan Zhangjiang (01349.HK) experienced a decline of 4% during trading, with a current drop of 3.69%, priced at 3.13 HKD [1] - The trading volume reached 3.7159 million HKD [1]

Group 1 - The core viewpoint of the article indicates that Fudan Zhangjiang (01349) is experiencing a significant decline in stock price, with a drop of 4% during trading and a current price of HKD 3.13, alongside a trading volume of HKD 3.7159 million [1] - The company expects to report an unaudited net loss attributable to shareholders of approximately RMB 120 million to RMB 180 million for the fiscal year ending December 31, 2025, compared to a net profit of RMB 39.73 million in the same period of 2024 [1] - The expected net loss, excluding non-recurring items, is projected to be between RMB 140 million and RMB 200 million, while the net profit for 2024, excluding non-recurring items, was RMB 5.1452 million [1] Group 2 - The company attributes the losses to the advancement of research and development projects, with R&D expenditures rising as a percentage of operating income, amounting to approximately RMB 350 million during the period [1] - Additionally, the retail price of the product "Libao Duo" was reduced starting May 1 of the previous year, leading to a decrease in profit margins, with the product's contribution to the company's profits declining by approximately RMB 100 million year-on-year [1]

Core Viewpoint - Fudan Zhangjiang (01349) is experiencing a decline in stock price, with a reported drop of 4% during trading, currently at HKD 3.13, and a trading volume of HKD 3.7159 million. The company has announced an expected net loss attributable to shareholders of approximately RMB 120 million to RMB 180 million for the fiscal year ending December 31, 2025, compared to a net profit of RMB 39.73 million in the same period of 2024 [1][1][1] Financial Performance - The company anticipates a net loss attributable to shareholders, excluding non-recurring items, of approximately RMB 140 million to RMB 200 million, contrasting with a net profit of RMB 5.1452 million in 2024 [1][1][1] - Research and development (R&D) expenses are projected to be around RMB 350 million, contributing to the increasing proportion of R&D costs relative to operating income [1][1][1] Product Impact - The product "Libo Duo" has seen a reduction in market retail prices since May 1 of the previous year, leading to a decrease in profit margins. The contribution of this product to the company's profits has decreased by approximately RMB 100 million year-on-year [1][1][1]

Performance Forecast - The company expects a net loss attributable to shareholders for the year 2025, estimated between RMB -180 million and RMB -120 million compared to the previous year [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be between RMB -200 million and RMB -140 million for 2025 [1] Previous Year Performance - In the previous year, the total profit was RMB 5.4579 million, with a net profit attributable to shareholders of RMB 39.7339 million [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was RMB 514.52 million [1] - Earnings per share for the previous year were RMB 0.04 [1] Reasons for Performance Change - The company has increased its R&D investment, which now constitutes a higher percentage of revenue, with approximately RMB 350 million invested during the reporting period [2] - Significant progress has been made in clinical trials, including the completion of patient enrollment for the FDA018 antibody-drug conjugate project ahead of schedule, with over 350 cases enrolled [1][2] - The company has adjusted its sales strategy for the liposomal doxorubicin injection product due to its inclusion in the national procurement catalog, leading to a profit contribution decrease of approximately RMB 100 million compared to the previous year [2]

Core Viewpoint - Fudan Zhangjiang Biopharmaceutical Co., Ltd. has received acceptance for its drug application for a powder oral solution of Ammonium Pentanoate Hydrochloride, aimed at visualizing malignant tissues during surgery for adult patients with high-grade malignant glioma [1] Group 1 - The drug application was accepted by the National Medical Products Administration, indicating progress in the regulatory process [1] - The clinical trial application for the drug was accepted in December 2023, with verification clinical research set to start in June 2024 [1] - The clinical research for the drug has been completed, leading to the recent acceptance of the drug registration application [1]

格隆汇1月30日丨复旦张江(688505.SH)公布，经公司财务部门初步测算，预计公司2025年年度实现归属 于母公司所有者的净利润与上年同期相比，将出现亏损，预计2025年年度实现归属于母公司所有者的净 利润为人民币-18,000万元至人民币-12,000万元。预计2025年年度实现归属于母公司所有者的扣除非经 常性损益的净利润为人民币-20,000万元至人民币-14,000万元。 ...

Company News - Great Wall Motors (02333.HK) expects a total revenue of RMB 222.79 billion in 2025, representing a year-on-year increase of 10.19%. However, net profit is projected to decline by 21.71% to RMB 9.912 billion due to increased investments in new user channels and marketing for new models and technologies [2] - China Southern Airlines (01055.HK) anticipates turning a profit in 2025, with net profit expected to be between RMB 800 million and RMB 1 billion [2] - CICC (03908.HK) forecasts a net profit of RMB 8.542 billion to RMB 10.535 billion in 2025, reflecting a year-on-year increase of 50% to 85% [3] - Datang Power (00991.HK) projects a net profit of approximately RMB 6.8 billion to RMB 7.8 billion in 2025, indicating a year-on-year increase of about 51% to 73% [4] - Rongchang Bio (09995.HK) expects 2025 revenue of approximately RMB 3.25 billion, a year-on-year increase of about 89%, and a net profit of around RMB 716 million, achieving profitability [4] - Haijia Medical (06078.HK) anticipates revenue of approximately RMB 4.0 billion to RMB 4.05 billion in 2025, a year-on-year decrease of about 9% to 10%, with net profit expected to decline by 66% to 76% to around RMB 140 million to RMB 200 million [4] - Junshi Biosciences (01877.HK) expects 2025 revenue of around RMB 2.5 billion, a year-on-year increase of approximately 28.32%, with a net loss of about RMB 873 million, a reduction of 31.85% compared to the previous year [4] - Kaisa New Energy (01108.HK) issued a profit warning, expecting a year-on-year increase in net loss of approximately RMB 90.07 million to RMB 290 million [4] - Xingye Alloy (00505.HK) issued a profit warning, anticipating a year-on-year decrease in profit attributable to equity shareholders of about 50% [4] - Fudan Zhangjiang (01349.HK) issued a profit warning, expecting a net loss of approximately RMB 120 million to RMB 180 million in 2025 [4] - Chenming Paper (01812.HK) issued a profit warning, expecting a net loss of RMB 8.2 billion to RMB 8.8 billion, a significant increase compared to the previous year [5] - Tianqi Lithium (09696.HK) has commenced production of the first batch of standard chemical-grade lithium concentrate products from its third-phase expansion project [6] Financing and Buyback Activities - Xiaomi Group-W (01810.HK) repurchased approximately 4.2 million shares for about HKD 150 million, with repurchase prices ranging from HKD 35.13 to HKD 42.50 [10] - Vitasoy International (00345.HK) repurchased shares worth HKD 24.37 million, acquiring 3.492 million shares at prices between HKD 6.9 and HKD 7 [11] - Yujian Xiaomian (02408.HK) plans to repurchase up to HKD 100 million of H-shares [12] - Nanshan Aluminum International (02610.HK) completed a placement of 31 million shares, raising approximately HKD 1.987 billion [12]

格隆汇1月30日丨复旦张江(01349.HK)公告，根据公司现时所得资料及公司管理层对集团截至2025年12 月31日止年度未经审核综合管理账目所做出的初步评估，报告期内，集团预计将录得未经审核归属于母 公司所有者的净亏损约为人民币1.2亿元至人民币1.8亿元(2024年：经审计归属于母公司所有者的净利润 为人民币3973.39万元)。 集团积极推动研发项目进展，研发投入占营业收入比例持续上升。报告期内，治疗三阴乳腺癌的 FDA018抗体偶联剂(即抗Trop2抗体偶联SN38项目)III期临床试验入组工作较原计划提前完成，累计入组 超350例，目前该项目数据结果正在收集统计中，集团将尽快递交上市申请；针对人表皮生长因子受体 2(HER2)低表达乳腺癌适应症的FDA022抗体偶联剂(抗Her2抗体偶联BB05项目)II期临床研究入组结束， 并于报告期内完成与监管方的临床学科沟通会(EOP2会议)。集团全资子公司泰州复旦张江药业有限公 司于报告期内持续为集团抗体偶联药物(ADC)研发项目的产业化提供支持，先后开展商业化规模的生产 技术转移、生产工艺验证及后期试验样品生产等工作。 此外，集团光动力药物研发项目按计划 ...