上海君实生物医药科技股份有限公司 关于控股股东、实际控制人之一兼董事长 增持股份进展公告 本公司董事会、全体董事及相关股东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。 证券代码：688180 证券简称：君实生物 公告编号：临 2026-004 重要内容提示： 上海君实生物医药科技股份有限公司（以下简称"公司"）控股股东、 实际控制人之一兼董事长熊俊先生拟自 2025 年 4 月 12 日起 12 个月内，通过上 海证券交易所交易系统与香港联合交易所有限公司允许的方式（包括但不限于集 中竞价和大宗交易等方式）增持公司 A 股股份及 H 股股份，合计增持金额不低 于人民币 1 亿元，其中 A 股增持金额不低于人民币 5,000 万元。 截至本公告披露日，熊俊先生通过上海证券交易所系统以集中竞价方式 累计增持公司 A 股股份 100,000 股，约占公司总股本的 0.01%，累计成交总额为 人民币 383.84 万元。本次增持计划尚未实施完毕，熊俊先生将继续按照相关增 持计划，在增持计划实施期间内择机增持公司股份。 本次增持计划可能存在因资本市场 ...

格隆汇2月10日丨君实生物(688180.SH)公布，截至本公告披露日，控股股东、实际控制人之一兼董事长 熊俊先生通过上海证券交易所系统以集中竞价方式累计增持公司A股股份10万股，约占公司总股本的 0.01%，累计成交总额为人民币383.84万元。本次增持计划尚未实施完毕，熊俊先生将继续按照相关增 持计划，在增持计划实施期间内择机增持公司股份。 ...

Core Insights - The Chinese biopharmaceutical industry is at a pivotal moment as it transitions from "scale and speed" to "quality and value" during the end of the 14th Five-Year Plan and the beginning of the 15th Five-Year Plan [1][3] - The company emphasizes the importance of innovation, dual-track development, and value orientation to navigate the challenges and opportunities in 2026 [1][4] Group 1: Industry Transition - The industry is experiencing a transformation focused on quality and value, moving away from previous growth models based on scale and speed [1][3] - The company aims to address the challenges of homogenization and competition by focusing on original innovation and differentiated strategies [3][4] Group 2: Globalization and Market Expansion - The company has established a global commercialization network covering over 80 countries and regions, with products launched in 40 international markets [2] - The strategy includes enhancing local patient access while expanding global partnerships to overcome international market entry barriers [4] Group 3: Innovation and Technology - The company is committed to deepening its innovation in the field of tumor immunotherapy, particularly in addressing PD-(L)1 inhibitor resistance [3] - AI technology is being leveraged to optimize operational efficiency and enhance quality, aligning with the industry's focus on sustainable development [4]

Core Viewpoint - Junshi Biosciences is actively developing a monkeypox recombinant protein vaccine in collaboration with several prestigious institutions, indicating a strong focus on innovative vaccine development and a commitment to expanding its product pipeline in the biopharmaceutical sector [2][3]. Company Developments - On October 27, 2023, Junshi Biosciences announced a partnership with Peking University, the Institute of Microbiology of the Chinese Academy of Sciences, Shanxi Higher Innovation Research Institute, and Beihang University to jointly develop a monkeypox recombinant protein vaccine [2]. - The company’s subsidiary, Junshi Biotech, is involved in the development of various vaccine-related products, including monkeypox and Zika vaccines, which are currently in the preclinical development stage [2]. Product Pipeline and Achievements - Junshi Biosciences has a comprehensive capability in the entire industry chain from drug discovery and development to large-scale production and commercialization, aiming to become a global innovative pharmaceutical company based in China [3]. - The company’s core product, Toripalimab, is the first domestically approved PD-1 monoclonal antibody in China, with 11 approved indications and one supplemental NDA under review. It has also received approvals in multiple countries including the U.S., EU, and Australia [3]. - The company is advancing its proprietary drug tifcemalimab, which is the first anti-BTLA monoclonal antibody to enter clinical development, with ongoing Phase III clinical trials and several Phase Ib/II studies in various tumor types [3]. Financial Performance - For the period from January to September 2025, Junshi Biosciences reported revenue of 1.806 billion yuan, representing a year-on-year growth of 42.06%. However, the net profit attributable to shareholders was a loss of 596 million yuan, although this reflects a 35.72% improvement compared to the previous year [9]. Technological Advancements - The company has deployed an AI translation platform that has replaced over 80% of external translation services for scientific literature, clinical trials, and quality management, enhancing operational efficiency [4]. Market Position - As of February 10, 2023, Junshi Biosciences had a market capitalization of 36.673 billion yuan, with a trading volume of 3.32 billion yuan and a turnover rate of 1.21% [1].

君实生物在港交所股价上涨5.3%。 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The proportion of driver gene-negative non-small cell lung cancer (NSCLC) patients is approximately 31% in both China and the United States, indicating a significant market opportunity for treatments targeting this demographic [2][15] - The estimated market size for immune drugs used in first-line treatment of driver gene-negative NSCLC is projected to be around 7.5 billion CNY (approximately 1.1 billion USD) in China and 18 billion CNY (approximately 2.7 billion USD) in the United States by 2030 [2] - The current first-line treatment for advanced driver gene-negative NSCLC primarily relies on PD(L)-1 inhibitors combined with chemotherapy, but there are limitations in long-term efficacy and options for patients intolerant to chemotherapy [3] Summary by Sections Section 1: NSCLC Global Overview - Lung cancer is the leading cancer type globally, with new cases accounting for approximately 12% of all cancer cases in 2022, translating to about 2.5 million new lung cancer cases [10] - In China, lung cancer represents about 22% of new cancer cases, with approximately 1.06 million new cases in 2022 [10] Section 2: Market Potential for Driver Gene-Negative NSCLC - The report highlights the significant market potential for immune therapies in treating driver gene-negative NSCLC, with a focus on the limitations of current treatment options [2][3] Section 3: Next-Generation Immunotherapy Approaches - The report discusses the advancements in dual (multi) antibody therapies and immune-oncology (IO) combined with antibody-drug conjugates (ADC), emphasizing their potential to improve treatment outcomes for patients with driver gene-negative NSCLC [5][8] - The clinical data supporting these new therapies is expected to catalyze further investment and development in this area [5] Section 4: Treatment Guidelines Comparison - The report compares treatment guidelines for driver gene-negative NSCLC between the United States and China, noting differences in treatment stratification and recommended therapies [32][34] - The U.S. guidelines emphasize PD-L1 expression levels, while Chinese guidelines focus more on performance status (PS) [32][34] Section 5: Future Catalysts - Key upcoming clinical data releases and studies are highlighted as potential catalysts for investment opportunities in the sector, particularly regarding dual antibodies and ADC therapies [5][8]

来源：新浪证券-红岸工作室 2月9日，君实生物涨1.43%，成交额2.61亿元。两融数据显示，当日君实生物获融资买入额2255.81万 元，融资偿还2816.42万元，融资净买入-560.61万元。截至2月9日，君实生物融资融券余额合计14.48亿 元。 融资方面，君实生物当日融资买入2255.81万元。当前融资余额14.37亿元，占流通市值的5.30%，融资 余额超过近一年90%分位水平，处于高位。 资料显示，上海君实生物医药科技股份有限公司位于上海市浦东新区平家桥路100弄6号7幢16层,香港铜 锣湾希慎道33号利园1期19楼1918室，成立日期2012年12月27日，上市日期2020年7月15日，公司主营业 务涉及单克隆抗体药物和其他治疗型蛋白药物的研发与产业化,单克隆抗体药物研发的技术服务与技术 转让等。主营业务收入构成为：药品销售90.67%，技术许可及特许权使用收入8.74%，技术服务及其他 0.59%。 截至9月30日，君实生物股东户数3.59万，较上期增加15.17%；人均流通股21361股，较上期减少 12.96%。2025年1月-9月，君实生物实现营业收入18.06亿元，同比增长42.06 ...

Core Viewpoint - Junshi Biosciences is actively developing a monkeypox recombinant protein vaccine in collaboration with several prestigious institutions, indicating a strategic focus on innovative vaccine development and expanding its product pipeline [2][3]. Group 1: Company Developments - On October 27, 2023, Junshi Biosciences announced a partnership with Peking University, the Institute of Microbiology of the Chinese Academy of Sciences, Shanxi Higher Innovation Research Institute, and Beihang University to jointly develop a monkeypox recombinant protein vaccine [2]. - The company’s subsidiary, Junshi Biotech, holds vaccine-related product pipelines, including monkeypox and Zika vaccines, which are currently in preclinical development [2]. - Junshi Biosciences aims to establish itself as a global innovative pharmaceutical company with a complete industry chain capability from drug discovery to commercialization [3]. Group 2: Product Pipeline and Achievements - Junshi's core product, Toripalimab, is the first domestically approved PD-1 monoclonal antibody in China, with 11 approved indications and one supplemental NDA under review [3]. - The company has also developed Tifcemalimab, the world's first anti-BTLA monoclonal antibody entering clinical development, currently undergoing two Phase III registration clinical trials [3]. - Multiple products are expected to initiate critical registration clinical trials by 2025, showcasing the company's commitment to innovation [3]. Group 3: Financial Performance - For the period from January to September 2025, Junshi Biosciences reported revenue of 1.806 billion yuan, a year-on-year increase of 42.06%, while the net profit attributable to shareholders was -596 million yuan, reflecting a 35.72% year-on-year growth [9]. - The company’s main business revenue composition includes 90.67% from drug sales, 8.74% from technology licensing, and 0.59% from technical services [9]. Group 4: Technological Advancements - Junshi has deployed an AI translation platform that has replaced over 80% of external translation services across various fields, enhancing operational efficiency [4]. - The company has introduced a digital employee, "i Xiao Jun," powered by AI, to support sales with medical information queries and provide IT system support [4].

Group 1 - The Hong Kong stock market showed a strong opening on February 9, with the Hang Seng Index rising by 1.59%, the State-owned Enterprises Index increasing by 1.54%, and the Technology Index up by 1.9% [1] - The Hang Seng Biotechnology Index, focusing on innovative drugs, performed robustly, with the largest ETF tracking this index (159892) rising nearly 2% [1] - The innovative drug sector is expected to enter a profit realization acceleration phase by 2025, with companies like Innovent Biologics and Rongchang Biopharmaceuticals turning losses into profits, while companies like 3SBio are significantly increasing their performance [1] Group 2 - The strong performance of the innovative drug sector validates the effectiveness of the domestic innovative drug business model, with core product volume growth supported by medical insurance becoming the foundation for performance growth [1] - External collaborations, such as business development (BD) partnerships, are becoming important drivers for enhancing performance in the innovative drug sector [1] - The Hang Seng Medical ETF (159892) focuses on innovative drugs, CXO, and related industries, benefiting from the advantages of the Hong Kong Stock Exchange's 18A system, covering numerous innovative targets like BeiGene and Innovent Biologics, and is expected to continue its valuation recovery trend under catalysts like overseas expansion of innovative drugs and commercial insurance directories [1]

每经AI快讯，2月9日，君实生物(01877.HK)涨超5%，截至发稿，涨4.81%，报21.8港元，成交额3991.48 万港元。 （文章来源：每日经济新闻） ...