Core Insights - Fosun International has achieved significant breakthroughs across multiple business segments in the first half of 2025, focusing on deepening its industry advantages and accelerating global market penetration [1] - The company's total revenue reached 87.28 billion yuan, with overseas revenue accounting for 53% at 46.67 billion yuan [1][3] - The core businesses of healthcare, cultural tourism, and financial insurance have shown steady growth, contributing to the overall performance [1][2] Financial Performance - Fosun International's four core subsidiaries generated a total revenue of 63.61 billion yuan, representing 73% of the group's total revenue [2] - Fosun Pharma reported a net profit of 1.7 billion yuan, a year-on-year increase of 38.96% [2] - The cultural tourism segment achieved a record revenue of 9.53 billion yuan, with an adjusted net profit growth of 42% [2] Strategic Focus - The company is committed to a strategy of streamlining operations and focusing on high-growth core industries while divesting non-core assets [2] - Innovation remains a core capability, with R&D investments reaching 3.6 billion yuan, supporting a global innovation ecosystem [2][3] - The financial strategy emphasizes resource concentration on potential industry leaders and aims to reduce interest-bearing debt to below 60 billion yuan [3] Global Expansion - Fosun International's overseas business revenue has increased, with international operations contributing significantly to overall income [3][4] - The company is expanding its global footprint through various projects, including lithium mining and energy initiatives in Africa and Southeast Asia [4][5] - Club Med's global performance reached a new high, with revenue of 9.25 billion yuan, reflecting strong demand for vacation services [5] Technological Integration - The company is embracing AI technology to enhance business innovation and operational efficiency, particularly in the cultural tourism sector [6] - A partnership with Alibaba Cloud aims to develop an AI-driven tourism assistant, expected to launch in late September 2025 [6]

证券代码：600196 股票简称：复星医药 编号：临 2025-143 美国商品名 获批适应症 上海复星医药（集团）股份有限公司 关于控股子公司获美国 FDA 药品注册批准的公告 本公司董事会及全体董事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、准确性和完整性承担法律责任。 一、概况 近日，上海复星医药（集团）股份有限公司（以下简称"本公司"）控股子公 司上海复宏汉霖生物技术股份有限公司及其控股子公司（以下合称"复宏汉霖"） 自主研发的 60 mg/mL、120 mg/1.7mL 两项规格的地舒单抗注射液（项目代号：HLX14） 的生物制品许可申请（BLA）获美国 FDA（即美国食品药品监督管理局）批准，本次 获批情况如下： 产品一：BILDYOS 治疗； （60 mg/mL） （4）接受雄激素剥夺治疗的骨折高风险的非转移性前列腺癌男 性患者的增加骨量治疗； （5）接受芳香化酶抑制剂辅助治疗的骨折高风险的乳腺癌女性 患者的增加骨量治疗。 （1）预防多发性骨髓瘤患者和实体肿瘤的骨转移患者中发生骨 相关事件的风险； $$\mathbf{1}$$ 产品二：BILPREVDA （2 ...

（文章来源：证券日报） 证券日报网讯 9月1日晚间，复星医药发布公告称，近日，公司控股子公司上海复宏汉霖生物技术股份 有限公司及其控股子公司自主研发的60mg/mL、120mg/1.7mL两项规格的地舒单抗注射液（项目代号： HLX14）的生物制品许可申请（BLA）获美国FDA的批准。 ...

北京商报讯（记者 丁宁）9月1日晚间，复星医药（600196）发布公告称，公司控股子公司上海复宏汉 霖生物技术股份有限公司及其控股子公司自主研发的60mg/mL、120mg/1.7mL两项规格的地舒单抗注射 液的生物制品许可申请（BLA）获美国FDA（即美国食品药品监督管理局）批准。 公告显示，HLX14 为公司自主研发的地舒单抗生物类似药，拟用于治疗骨折高风险的绝经后妇女的骨 质疏松症及/或与参照药药品标签相符的其他适应症。 ...

HLX14为集团(即公司及控股子公司/单位)自主研发的地舒单抗生物类似药，拟用于治疗骨折高风险的绝 经后妇女的骨质疏松症及/或与参照药药品标签相符的其他适应症。 复星医药（600196）(600196.SH)发布公告，近日，公司控股子公司上海复宏汉霖生物技术股份有限公 司及其控股子公司自主研发的60mg/mL、120mg/1.7mL两项规格的地舒单抗注射液(项目代号：HLX14) 的生物制品许可申请(BLA)获美国FDA(即美国食品药品监督管理局)批准。 ...

Core Viewpoint - The CAR-T therapy market in China is facing challenges with high costs and limited market penetration, but there is potential for price reductions and increased insurance coverage in the future [2][16]. Group 1: Company Performance - WuXi AppTec reported a revenue of 106.3 million yuan in the first half of 2025, with sales of its CAR-T drug, Regiokyron, amounting to 81 million yuan [2]. - Legend Biotech's CAR-T drug achieved global sales of 439 million USD (approximately 3.1 billion yuan) in Q2 2025, with total sales for the first half reaching 808 million USD (approximately 5.7 billion yuan), marking a year-on-year growth of 100% [3][10]. - CStone Pharmaceuticals reported a revenue of approximately 51 million yuan in the first half of 2025, a year-on-year increase of about 703.8%, primarily driven by CAR-T products [6]. Group 2: Market Challenges - Legend Biotech has reportedly canceled its sales and marketing team in China, focusing instead on more profitable overseas markets due to underwhelming domestic sales [4]. - The high cost of CAR-T treatments remains a significant barrier to market penetration, with prices exceeding 1 million yuan per treatment, making it unaffordable for most patients in China [15][16]. - The lack of a clear commercial path for CAR-T products in China is a common challenge faced by companies in this sector [4]. Group 3: Pricing and Insurance - The pricing of CAR-T products varies, with WuXi AppTec's Regiokyron priced at 1.29 million yuan, while the lowest-priced product, CStone's Nakiokyron, is priced at 999,000 yuan [8][15]. - Efforts are being made to improve insurance coverage for CAR-T therapies, with several companies submitting applications for inclusion in basic medical insurance and commercial insurance directories [16]. - The development of commercial insurance in China is seen as a key factor in enhancing payment capabilities for CAR-T treatments, which could lead to price reductions in the next five years [16][17]. Group 4: Technological Innovations - Recent advancements in CAR-T technology, such as in vivo production methods, are gaining attention and may offer solutions to the high costs associated with traditional CAR-T therapies [18]. - The production cost of CAR-T therapies is significant, with estimates indicating that the material cost for each treatment is around 43,000 USD, highlighting the need for cost-effective production methods [17][18].

智通财经APP讯，复星医药(600196.SH)发布公告，近日，公司控股子公司上海复宏汉霖生物技术股份 有限公司及其控股子公司自主研发的60mg/mL、120mg/1.7mL两项规格的地舒单抗注射液(项目代号： HLX14)的生物制品许可申请(BLA)获美国FDA(即美国食品药品监督管理局)批准。 HLX14为集团(即公司及控股子公司/单位)自主研发的地舒单抗生物类似药，拟用于治疗骨折高风险的绝 经后妇女的骨质疏松症及/或与参照药药品标签相符的其他适应症。 ...

人民财讯9月1日电，复星医药（600196）9月1日晚间公告，近日，公司控股子公司复宏汉霖自主研发的 60mg/mL、120mg/1.7mL两项规格的地舒单抗注射液(项目代号：HLX14)的生物制品许可申请(BLA)获 美国FDA(即美国食品药品监督管理局)批准。HLX14拟用于治疗骨折高风险的绝经后妇女的骨质疏松症 及/或与参照药药品标签相符的其他适应症。 ...

格隆汇9月1日丨复星医药(600196.SH)公布，控股子公司上海复宏汉霖生物技术股份有限公司及其控股 子公司（合称"复宏汉霖"）自主研发的60mg/mL、120mg/1.7mL两项规格的地舒单抗注射液（项目代 号：HLX14）的生物制品许可申请（BLA）获美国FDA（即美国食品药品监督管理局）批准。 HLX14为本集团（即本公司及控股子公司/单位，下同）自主研发的地舒单抗生物类似药，拟用于治疗 骨折高风险的绝经后妇女的骨质疏松症及/或与参照药药品标签相符的其他适应症。除本次获批外， HLX14于其他主要国家/地区的注册进展包括：（1）2024年5月，HLX14的上市许可申请（MAAs）获 欧洲药品管理局（EMA）受理、并已于2025年7月获EMA人用医药产品委员会（CHMP）的积极审评意 见；（2）2024年9月，HLX14的上市注册申请（NDSs）获加拿大卫生部（HealthCanada）受理。 | 美国商品名 | 获批适应症 | | --- | --- | | | (1) 骨折高风险的绝经后妇女的骨质疏松症治疗: | | | (2) 骨折高风险的男性骨质疏松患者的增加骨量治疗; | | | (3)糖皮质 ...

近日，上海复星医药（集团）股份有限公司（以下简称"本公司"）控股子公 司上海复宏汉霖生物技术股份有限公司及其控股子公司（以下合称"复宏汉霖"） 自主研发的 60 mg/mL、120 mg/1.7mL 两项规格的地舒单抗注射液（项目代号：HLX14） 的生物制品许可申请（BLA）获美国 FDA（即美国食品药品监督管理局）批准，本次 获批情况如下： 证券代码：600196 股票简称：复星医药 编号：临 2025-143 上海复星医药（集团）股份有限公司 关于控股子公司获美国 FDA 药品注册批准的公告 本公司董事会及全体董事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、准确性和完整性承担法律责任。 一、概况 | 美国商品名 | 获批适应症 | | --- | --- | | | （1）骨折高风险的绝经后妇女的骨质疏松症治疗； （2）骨折高风险的男性骨质疏松患者的增加骨量治疗； | | | （3）糖皮质激素引起的骨折高风险的男性与女性骨质疏松症的 | | 产品一：BILDYOS®1 | 治疗； | | （60 mg/mL） | （4）接受雄激素剥夺治疗的骨折高风险的非转移性前列腺癌 ...