来源：新浪证券-红岸工作室 9月11日，海普瑞涨0.31%，成交额7557.43万元，换手率0.48%，总市值188.25亿元。 今日主力净流入-522.87万，占比0.07%，行业排名94/158，连续3日被主力资金减仓；所属行业主力净流 入-15.78亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-522.87万-708.88万-557.76万-2711.57万-7300.86万 异动分析 创新药+CRO概念+生物疫苗+人民币贬值受益 1、2024年年报，海普瑞于 1998 年成立于深圳，是拥有 A+H 双融资平台的领先跨国制药企业，主要业 务覆盖肝素产业链、生物大分子 CDMO 和创新药物的投资、开发及商业化，致力于为全球患者带去高 质量的安全有效药物和服务，护佑健康。 2、深圳市海普瑞药业集团股份有限公司的主营业务是肝素产业链，生物大分子CDMO和创新药物的投 资，开发及商业化。 3、赛湾生物具备向客户提供mRNA疫苗开发及生产CDMO服务的能力。赛湾生物凭借优秀的工艺开 发、准时交付以及成功的运营能力，继续推进mRNA疫苗供应链的工作，支持全球多个已商业化的 mRNA疫 ...

Core Viewpoint - The company, Shenzhen Hepalink Pharmaceutical Group Co., Ltd., is a leading multinational pharmaceutical enterprise with a focus on the heparin industry chain, biopharmaceutical CDMO, and innovative drug development, benefiting from the depreciation of the RMB and a strong overseas revenue stream [2][3]. Company Overview - Shenzhen Hepalink was established in 1998 and has dual financing platforms (A+H shares), primarily engaged in the research, production, and sales of heparin sodium raw materials and downstream low molecular weight heparin products [7]. - The company's main business revenue composition includes: formulations (63.06%), CDMO (18.59%), heparin sodium and low molecular weight heparin raw materials (16.05%), and others (2.30%) [7]. Financial Performance - For the first half of 2025, the company reported a revenue of 2.817 billion yuan, a year-on-year decrease of 0.71%, and a net profit attributable to shareholders of 422 million yuan, down 36.44% year-on-year [7]. - The company has distributed a total of 4.21 billion yuan in dividends since its A-share listing, with 514 million yuan distributed over the past three years [8]. Market Position - As of June 30, 2025, the company had a market capitalization of 18.767 billion yuan, with a trading volume of 38.1828 million yuan and a turnover rate of 0.24% [1]. - The company’s overseas revenue accounted for 93.04% of total revenue, benefiting from the depreciation of the RMB [3]. Investment Dynamics - The stock has seen a net outflow of 1.0654 million yuan from major funds today, with a continuous reduction in major fund positions over the past three days [4][5]. - The average trading cost of the stock is 11.53 yuan, with the current price approaching a resistance level of 12.80 yuan, indicating potential for upward movement if the resistance is broken [6].

4、根据2024年年报，公司海外营收占比为93.04%，受益于人民币贬值。 来源：新浪证券-红岸工作室 9月8日，海普瑞涨0.46%，成交额6026.50万元，换手率0.37%，总市值192.66亿元。 异动分析 创新药+CRO概念+生物疫苗+人民币贬值受益 1、2024年年报，海普瑞于 1998 年成立于深圳，是拥有 A+H 双融资平台的领先跨国制药企业，主要业 务覆盖肝素产业链、生物大分子 CDMO 和创新药物的投资、开发及商业化，致力于为全球患者带去高 质量的安全有效药物和服务，护佑健康。 2、深圳市海普瑞药业集团股份有限公司的主营业务是肝素产业链，生物大分子CDMO和创新药物的投 资，开发及商业化。 3、赛湾生物具备向客户提供mRNA疫苗开发及生产CDMO服务的能力。赛湾生物凭借优秀的工艺开 发、准时交付以及成功的运营能力，继续推进mRNA疫苗供应链的工作，支持全球多个已商业化的 mRNA疫苗的生产。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-310.40万，占比0.05%，行业排名91/158，该股当前无连续增减仓现象，主力趋势不明 ...

FF301 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8月31日 狀態: 新提交 呈交日期: 2025年9月2日 I. 法定/註冊股本變動 | 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) | 09989 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 220,094,500 | RMB | | 1 RMB | | 220,094,500 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 220,094,500 | RMB | | 1 RMB | | 220,094,500 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | - ...

Summary of Key Points Core Viewpoint - The financial performance of Haiprui Pharmaceutical Group shows a decline in revenue and net profit for the first half of 2025, indicating potential challenges in the company's operations and market conditions [2]. Group 1: Financial Performance - As of June 30, 2025, Haiprui reported a revenue of 2.817 billion yuan, a year-on-year decrease of 0.71% [2]. - The net profit attributable to shareholders for the same period was 422 million yuan, reflecting a significant year-on-year decline of 36.44% [2]. Group 2: Shareholder and Market Activity - As of August 29, 2023, Haiprui's stock price increased by 0.16%, with a trading volume of 74.417 million yuan [1]. - The company experienced a net financing outflow of 2.4477 million yuan on August 29, with a total financing and securities balance of 268 million yuan [1]. - The number of shareholders decreased by 7.29% to 26,300 as of June 30, 2025 [2]. Group 3: Dividend and Institutional Holdings - Haiprui has distributed a total of 4.21 billion yuan in dividends since its A-share listing, with 514 million yuan distributed over the past three years [3]. - As of June 30, 2025, Hong Kong Central Clearing Limited was the eighth largest shareholder, increasing its holdings by 6.3765 million shares to 11.3176 million shares [3].

Core Viewpoint - In the first half of 2025, Haiprime (002399.SZ) reported mixed financial results, with a slight decline in revenue and a significant drop in net profit, while the adjusted net profit showed growth, indicating challenges and opportunities in its core business segments [2][4]. Financial Performance - Haiprime achieved operating revenue of 2.817 billion yuan, a year-on-year decrease of 0.71% [2]. - The net profit attributable to shareholders was 422 million yuan, down 36.44% year-on-year, primarily due to a significant one-time investment gain in the same period last year [4]. - The adjusted net profit, excluding non-recurring items, was 426 million yuan, an increase of 29.34% compared to 329 million yuan in the previous year [4]. - The net cash flow from operating activities was 1.049 billion yuan, a decline of 19.00% year-on-year, attributed to reduced cash receipts from sales and increased cash payments for goods and services [4]. Business Segment Analysis - The heparin business segment generated sales revenue of 2.229 billion yuan, a year-on-year increase of 1.26%, with a significant growth of over 30% in formulation sales, which amounted to 1.777 billion yuan, up 22.24% [5]. - The gross margin for the heparin formulation was 31.05%, while the raw material drug (API) segment faced challenges, with sales revenue of 452 million yuan, down 39.51%, and a gross margin of 23.82% due to low export prices and increased competition [5]. - The CDMO business segment reported sales revenue of 524 million yuan, a slight decrease of 6.56%, but with an improved gross margin of 36.58%, reflecting effective cost control and business optimization efforts [6]. Strategic Developments - Haiprime is facing intensified competition in the heparin market, necessitating the exploration of new business opportunities to sustain growth [7]. - The company has signed a distribution agreement with Zhejiang Yongtai Pharmaceutical Co., Ltd. to commercialize Gabapentin capsules in the U.S. market and is also advancing the commercialization of Foshapitan in collaboration with another pharmaceutical group [7]. - The innovative drug candidate H1710 has received approval for clinical trials and has shown significant anti-tumor effects in animal models, indicating the company's commitment to expanding its innovative drug portfolio [8]. - Haiprime aims to leverage its international operations and support Chinese pharmaceutical companies in entering European and American markets, although it faces challenges in market research, technology development, funding, and talent acquisition [8].

Performance Summary - China Railway Construction (01186.HK) reported a revenue of 489.2 billion yuan, a decrease of 5.2% year-on-year, with a net profit of approximately 10.7 billion yuan, down 10.1% [2] - Industrial and Commercial Bank of China (01398.HK) achieved a revenue of 409.1 billion yuan, an increase of 1.8% year-on-year, while net profit fell by 1.4% to 168.1 billion yuan [2] - Agricultural Bank of China (01288.HK) recorded a revenue of 369.79 billion yuan, up 0.7% year-on-year, and a net profit of 139.51 billion yuan, an increase of 2.66% [2] - China Construction Bank (00939.HK) reported a revenue of 385.91 billion yuan, a 3% increase year-on-year, with net profit around 162.08 billion yuan, down 1.4% [2] - Bank of China (03988.HK) had a revenue of 329.42 billion yuan, up 3.61% year-on-year, while net profit decreased by 0.85% to 117.59 billion yuan [2] - Postal Savings Bank of China (01658.HK) reported a revenue of 179.53 billion yuan, a 1.5% increase year-on-year, with net profit of 49.23 billion yuan, up 0.85% [2] - China Merchants Bank (03968.HK) achieved a revenue of 169.92 billion yuan, down 1.7% year-on-year, while net profit increased by 0.3% to 74.93 billion yuan [2] - Bank of Communications (03328.HK) reported a revenue of 133.50 billion yuan, up 0.7% year-on-year, with net profit of 46.02 billion yuan, an increase of 1.6% [2] - Minsheng Bank (01988.HK) had a revenue of 70.70 billion yuan, up 7.8% year-on-year, while net profit decreased by 4.9% to 21.38 billion yuan [2] - China Everbright Bank (06818.HK) reported a revenue of 65.95 billion yuan, down 5.6% year-on-year, with net profit of 24.62 billion yuan, an increase of 0.55% [2] - BYD Company (01211.HK) achieved a revenue of 371.28 billion yuan, up 23.3% year-on-year, with net profit of 15.51 billion yuan, an increase of 13.8% [2] - China Communications Construction Company (01800.HK) reported a revenue of 335.45 billion yuan, down 5.8% year-on-year, with net profit of 9.99 billion yuan, down 16.9% [2] - Lenovo Holdings (03396.HK) achieved a revenue of 281.59 billion yuan, up 21% year-on-year, with net profit of 699 million yuan, an increase of 144% [2] - Great Wall Motors (02333.HK) reported a revenue of 92.34 billion yuan, up 1% year-on-year, with net profit of 6.34 billion yuan, down 10.2% [2] - BYD Electronics (00285.HK) achieved a revenue of 80.61 billion yuan, up 2.6% year-on-year, with net profit of 1.73 billion yuan, an increase of 14% [2] - Country Garden (02007.HK) reported a revenue of 72.57 billion yuan, with a net loss of 19.078 billion yuan [2] - China Reinsurance (01508.HK) achieved a revenue of 61.03 billion yuan, up 0.6% year-on-year, with net profit of 6.244 billion yuan, an increase of 9.03% [2] - Yanzhou Coal Mining Company (01171.HK) reported a revenue of 53.966 billion yuan, down 13.17% year-on-year, with net profit of 4.731 billion yuan, down 38.7% [2] - Jitu Express (01519.HK) achieved a revenue of 5.499 billion USD, up 13.1% year-on-year, with net profit of 156 million USD, an increase of 147.1% [2] - AVIC Industry (02357.HK) reported a revenue of 37.465 billion yuan, up 11.43% year-on-year, with net profit of 1.03 billion yuan, down 17.67% [2] - CITIC Financial Assets (02799.HK) achieved a revenue of 31.136 billion yuan, up 2.9% year-on-year, with net profit of 6.168 billion yuan, an increase of 15.7% [2] - Bank of China Hong Kong (02388.HK) reported a net interest income of 25.06 billion HKD, down 3.5% year-on-year, with net profit of 22.12 billion HKD, an increase of 10.54% [2] - Zoomlion Heavy Industry (01157.HK) achieved a revenue of 24.855 billion yuan, up 1.3% year-on-year, with net profit of 2.765 billion yuan, an increase of 20.84% [2] - New Town Development (01030.HK) reported a revenue of 22.1 billion yuan, down 34.82% year-on-year, with net profit of 895 million yuan, down 32.11% [2] - Huatai Securities (06886.HK) achieved a revenue of approximately 20.98 billion yuan, up 5.86% year-on-year, with net profit of 7.549 billion yuan, an increase of 42.16% [2] - China Sanjiang Chemical (02198.HK) reported a revenue of 9.106 billion yuan, down 1.5% year-on-year, with net profit of 301 million yuan, an increase of 95.5% [2] - Tianjin Bank (01578.HK) achieved a revenue of 8.828 billion yuan, up 0.8% year-on-year, with net profit of 1.988 billion yuan, an increase of 1.1% [2] - Harbin Bank (06138.HK) reported a revenue of 7.386 billion yuan, up 2.6% year-on-year, with net profit of 915 million yuan, an increase of 20% [2] - Qingjian International (01240.HK) achieved a revenue of approximately 4.404 billion HKD, down 9.8% year-on-year, with net profit of 2.992 million HKD, an increase of 25.6% [2] - Xingye Alloy (00505.HK) reported a revenue of 4.389 billion yuan, up 22.1% year-on-year, with net profit of 106 million yuan, down 24.7% [2] - 3SBio (01530.HK) achieved a revenue of 4.355 billion yuan, down 0.8% year-on-year, with net profit of 1.358 billion yuan, an increase of 24.6% [2] - Huya Technology (01860.HK) reported a revenue of 938 million USD, up 47% year-on-year, with adjusted EBITDA of 88.681 million USD, an increase of 41% [2] - Haitong Securities (01905.HK) achieved a revenue of 3.521 billion yuan, down 12.6% year-on-year, with net profit of 785 million yuan, down 3.4% [2] - Dazhong Public Utilities (01635.HK) reported a revenue of approximately 3.449 billion yuan, down 5.8% year-on-year, with net profit of approximately 333 million yuan, an increase of 172.6% [2] Company News - China Biologic Products (01177.HK) received approval for the launch of Zongaitini tablets for the treatment of HER2-mutant non-small cell lung cancer [3] - Shandong High-Speed New Energy (01250.HK) reported a total operating power generation of approximately 3.6744 million MWh, an increase of approximately 6.9% year-on-year [3] - Fosun International (00656.HK) reached a settlement with Cainiao regarding a share buyback involving 350 million USD [3] Buyback Activities - Tencent Holdings (00700.HK) repurchased approximately 55 million HKD worth of shares, buying back 919,000 shares at prices ranging from 594.5 to 605 HKD [3] - China Hongqiao (01378.HK) repurchased approximately 22.7 million HKD worth of shares, buying back 8.9235 million shares at a price of 25.44 HKD [3] - HSBC Holdings (00005.HK) repurchased approximately 15.3 million HKD worth of shares, buying back 1.5276 million shares at prices ranging from 99.8 to 100.7 HKD [3] - Hang Seng Bank (00011.HK) repurchased approximately 2.3517 million HKD worth of shares, buying back 210,000 shares at prices ranging from 111.5 to 112.5 HKD [3] - MGM China (02282.HK) repurchased approximately 1.60602 million HKD worth of shares, buying back 1 million shares at prices ranging from 15.92 to 16.27 HKD [3] - Sinopec Engineering (02386.HK) canceled 136,500 shares that had been repurchased [3]

格隆汇8月29日丨海普瑞(09989.HK)发布公告，截至2025年6月30日止六个月，实现收入人民币27.91亿 元，同比减少1.3%；毛利为人民币8.09亿元，同比减少19.0%；母公司持有者的应占溢利为人民币4.22 亿元，同比减少36.4%；基本每股盈利人民币0.29元。报告期内，净利润同比有所下降，主要由于2024 年同期受大额一次性投资收益正向影响，对本报期利润同比变化影响较大。 ...

（原标题：海普瑞(002399.SZ)发布上半年业绩，归母净利润4.22亿元，同比下降36.44%） 智通财经APP讯，海普瑞(002399.SZ)发布2025年半年度报告，报告期内，公司实现营业收入28.17亿 元，同比下降0.71%。实现归属于上市公司股东的净利润4.22亿元，同比下降36.44%。实现归属于上市 公司股东的扣除非经常性损益的净利润4.26亿元，同比增长29.34%。基本每股收益0.2875元。 ...

公告称，净利润同比有所下降，主要由于2024年同期受大额一次性投资收益正向影响，对本报期利润同 比变化影响较大。 海普瑞（002399）(09989)公布2025年中期业绩，收入约27.91亿元，同比减少1.3%;母公司持有者的应占 溢利约4.22亿元，同比减少36.4%;每股盈利0.29元。 ...