4月17日，截至港股收盘，恒生指数上涨1.61%，报21395.14点。博安生物（06955.HK）收报13.76港元/ 股，上涨66.99%，成交量3049.86万股，成交额4.48亿港元，振幅203.4%。 最近一个月来，博安生物累计跌幅6.26%，今年来累计跌幅11.68%，跑输恒生指数4.97%的涨幅。 财务数据显示，截至2024年12月31日，博安生物实现营业总收入7.26亿元，同比增长17.5%；归母净利 润7318.9万元，同比增长161.31%；毛利率74.71%，资产负债率42.34%。 机构评级方面，华安证券股份有限公司给予"买入"评级。 行业估值方面，药品及生物科技行业市盈率（TTM）平均值为5.89倍，行业中值4.7倍。博安生物市盈 率55.88倍，行业排名第70位；其他精优药业（00858.HK）为0.63倍、金斯瑞生物科技（01548.HK）为 0.98倍、百信国际（00574.HK）为1.49倍、东瑞制药（02348.HK）为2.78倍、帝王国际投资 （00928.HK）为4.43倍。 资料显示，山东博安生物技术股份有限公司(6955.HK)是—家全面综合性生物制药公司,专业从事 ...

港股博安生物冲高后回落，涨幅收窄至110%。 ...

港股博安生物(06955.HK)尾盘冲高后快速回落，现涨88%。 ...

港股博安生物(06955.HK)尾盘持续拉升，最高涨超200%。 ...

智通财经4月17日电，港股博安生物持续拉升，涨幅扩大至200%，成交超2亿港元。 ...

港股博安生物尾盘走强，盘中涨超50%。 无需港股通，A股账户就能T+0买港股>> ...

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的內容概不 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 對 因 本 公 告 全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 Shandong Boan Biotechnology Co., Ltd. 山東博安生物技術股份有限公司 （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：6955） 截 至2024年12月31日止年度的 年度業績公告 財務摘要 1. 收 入 於 報 告 期 間，憑 藉 積 極 的 營 銷 策 略 及 高 效 的 銷 售 執 行 能 力，本 集 團 已 建 立 一 支 專 業 的 商 業 化 團 隊，藉 此 迅 速 在 國 內 市 場 站 穩 腳 跟，為 本 公 司 後 續 轉 型 打 下 了 堅 實 的 基 礎。隨 著 三 款 產 品 的 商 業 化，本 集 團 於 報 告 期 間 的 收 入 高 速 增 長。 截 至2024年12月31日 止 年 度，本 集 團 的 收 入 約 為 人 民 幣72 ...

博安生物（06955.HK） 生物制品 证券研究报告/公司研究简报 2024 年 11 月 10 日 仿创结合大分子新锐，盈利能力+创新实力快速提升 | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------------------------------|-----------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Financial Performance - For the six months ended June 30, 2024, Boan Biotech reported revenue of approximately RMB 362.9 million, an increase of about RMB 101.7 million or 38.9% compared to RMB 261.2 million for the same period in 2023[6]. - Gross profit for the six months ended June 30, 2024, was approximately RMB 282.6 million, reflecting an increase of about RMB 124.4 million or 78.6% year-over-year[8]. - The company reported a net profit of RMB 61.7 million for the six months ended June 30, 2024, compared to a loss of RMB 119.5 million for the same period in 2023[50]. - Revenue increased by 38.9% to RMB 362.9 million compared to 2023, demonstrating the ability to maintain market share with a product portfolio of biological products[12]. - Other income and gains increased to RMB 36.1 million, up approximately RMB 34.4 million from RMB 1.7 million in the previous year, primarily due to increased government subsidies[45]. - The company recorded a profit of RMB 61,672,000 for the period, compared to a loss of RMB 119,513,000 in the previous year[79]. Cost and Expenses - The cost of sales for the same period was RMB 80.3 million, representing approximately 22.1% of total revenue, a decrease from 39.4% in the prior year, attributed to increased production and upgraded manufacturing processes[7]. - Sales and distribution expenses rose to RMB 134.2 million, an increase of RMB 17.1 million or 14.6% compared to RMB 117.1 million in the same period last year, consistent with revenue growth[9]. - Research and development expenses decreased to approximately RMB 85.8 million, down RMB 40.2 million compared to the same period in 2023, due to increased deferred development costs and more projects advancing to Phase III clinical trials[10]. - Administrative expenses decreased from RMB 26.6 million to RMB 24.3 million, mainly due to reduced professional consulting fees and improved management measures[46]. Product Development and Pipeline - Boan Biotech's product portfolio includes three commercialized products and multiple innovative biologics and biosimilar candidates with international intellectual property protection[11]. - The company is actively developing biopharmaceutical products in overseas markets including the United States, European Union, and Japan[11]. - BA5101 completed its Phase III clinical trial in China in March 2024 and has been accepted for a biological product license application by the National Medical Products Administration[20]. - BA9101 (Aflibercept injection) has a broad market outlook and its biological product license application was accepted in July 2024 in China[20]. - BA1104 (Nivolumab injection) commenced its Phase III clinical trial in China in October 2023, with good progress reported[21]. - BA2101 completed Phase I clinical trials in 2023 and will initiate Phase II trials in January 2024[22]. Market and Commercialization - Three products (Boyuno®, Boyubei®, and Boluga®) successfully launched in over 2,700 target hospitals and institutions in mainland China[12]. - The company has established a wide distribution network with over 210 distributors, reaching more than 2,700 target hospitals and institutions in China[31]. - The company aims for long-term sustainable growth supported by a strong and differentiated product portfolio and excellent commercialization capabilities[11]. - The company plans to submit biological product license applications for BA6101 and BA1102 in the US, Europe, and Japan after completing Phase III clinical trials[17]. Financial Position and Cash Flow - As of June 30, 2024, the company's cash and cash equivalents were RMB 172.1 million, a decrease of RMB 29.8 million or 14.8% from RMB 201.9 million at the end of 2023[52]. - The debt-to-equity ratio increased from 30.0% at the end of 2023 to 47.0% as of June 30, 2024, primarily due to increased borrowings during the period[53]. - The company experienced a pre-tax profit of RMB 61,672 thousand for the six months ended June 30, 2024, compared to a loss of RMB 119,274 thousand in the same period of 2023, indicating a significant turnaround[88]. - The net cash flow from operating activities was negative RMB 49,511 thousand for the first half of 2024, worsening from negative RMB 28,137 thousand in the first half of 2023[90]. Shareholder Structure and Governance - The company has a significant shareholder structure with multiple entities holding interests in the shares, including Luye Investment, which holds about 35.42%[74]. - Shandong Luye holds approximately 70.81% of the total issued share capital with 360,596,456 H shares[72]. - The company has adopted a corporate governance code and complied with all applicable provisions, with one exception regarding the separation of roles between the Chairman and CEO[66]. - As of June 30, 2024, key executives held the following shares: Jiang Hua with 9,000,000 shares (1.77%), Dou Changlin with 6,800,000 shares (1.34%), Liu Yuanchong with 4,000,000 shares (0.79%), and Li Li with 47,638,668 shares (9.35%)[69].

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的內容概不 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依賴該等內容而引致的任何損失承擔任何責任。 Shandong Boan Biotechnology Co., Ltd. 山東博安生物技術股份有限公司 （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：6955） 截 至2024年6月30日止六個月的中期業績公告 | --- | --- | |-------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...