证券代码：688076 证券简称：诺泰生物 公告编号：2025-057 江苏诺泰澳赛诺生物制药股份有限公司 关于收到《行政处罚事先告知书》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。 江苏诺泰澳赛诺生物制药股份有限公司（以下简称"公司"）于 2024 年 10 月 22 日收到中国证券监督管理委员会（以下简称"中国证监会"）《立案告知书》 （证监立案字 0382024093 号、证监立案字 0382024094 号）。根据《立案告知书》， 因涉嫌信息披露违法违规等，根据《中华人民共和国证券法》《中华人民共和国 行政处罚法》等法律法规，中国证监会决定立案。详见公司 2024 年 10 月 24 日 披露的《关于公司及实际控制人之一收到中国证券监督管理委员会立案告知书的 公告》（公告编号：2024-092）。 公司于 2025 年 7 月 18 日收到中国证监会下发的《行政处罚事先告知书》（处 罚字〔2025〕59 号）（以下简称"《事先告知书》"），现公告如下： 江苏诺泰澳赛诺生物制药股份有限公司、赵德中先生、赵德毅先 ...

《科创板日报》18日讯，诺泰生物(688076.SH)公告称，公司于2025年7月18日收到中国证监会下发的 《行政处罚事先告知书》，根据《事先告知书》载明的内容，根据《上海证券交易所科创板股票上市规 则（2025年4月修订）》相关规定，公司股票将被实施其他风险警示。实施后A股简称为ST诺泰，实施 后A股扩位简称为ST诺泰生物。公司股票将于2025年7月21日停牌1天，2025年7月22日起复牌，自复牌 之日起实施其他风险警示。 诺泰生物：7月22日复牌起被实施其他风险警示 A股简称变更为"ST诺泰" ...

诺泰生物公告，公司将于2025年7月22日被实施其他风险警示，股票简称将变更为"ST诺泰"。因公司收 到中国证监会下发的《行政处罚事先告知书》，根据相关规定，公司股票将被实施其他风险警示。实施 风险警示期间，公司股票不进入上海证券交易所风险警示板交易，不适用风险警示板交易的相关规定。 公司股票的涨跌幅不变，仍为20%。 ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5] Core Views - The pharmaceutical sector underperformed the overall market this week, with the healthcare services sector leading the gains. The overall A-share market rose by 1.50%, while the biopharmaceutical sector increased by 1.82%, outperforming the market [1][33] - Merck announced a $10 billion acquisition of Verona Pharma to obtain the COPD drug Ohtuvayre, which is expected to be a significant product in the respiratory disease treatment market [2][10] - WuXi AppTec is projected to achieve a 102% increase in net profit for the first half of 2025, with revenues expected to reach 20.799 billion yuan, reflecting a growth of 20.64% [3] Summary by Sections Market Performance - The biopharmaceutical sector's price-to-earnings ratio (TTM) stands at 35.79x, which is at the 77.7 percentile of its historical valuation over the past five years [1][38] - The overall A-share market and various sub-sectors showed positive performance, with healthcare services up by 6.46% [1][33] Key Company Updates - Merck's acquisition of Verona Pharma will provide access to Ohtuvayre, a dual-target PDE3/4 inhibitor approved for COPD maintenance therapy, marking a significant advancement in treatment options [2][10] - Ohtuvayre's sales reached $71 million in Q1 2025, indicating strong market uptake and potential for expansion into other indications [22][24] Company Earnings Forecasts - WuXi AppTec's net profit for H1 2025 is expected to be 8.561 billion yuan, a 101.92% increase, driven by strong operational performance [3] - The report includes earnings forecasts for several companies, with WuXi AppTec and Mindray Medical both rated as "Outperform" [4][42] Investment Recommendations - Mindray Medical is highlighted as a leading domestic medical device company benefiting from new healthcare infrastructure and product upgrades [42] - WuXi AppTec is recognized for its comprehensive service capabilities in the new drug development outsourcing market [42] - Other recommended companies include New Industries, Huatai Medical, and Aibo Medical, each with strong market positions and growth potential [42][43][44]

Core Viewpoint - The Shanghai Stock Exchange Science and Technology Innovation Board Biopharmaceutical Index has shown strong performance, with significant increases in constituent stocks, indicating a positive trend in the biopharmaceutical sector [1][3]. Market Performance - As of July 11, 2025, the Biopharmaceutical Index rose by 1.23%, with notable gains from stocks such as Yifang Biotech (+10.31%), Shouyao Holdings (+8.34%), and Te Bao Biotech (+7.18%) [1]. - The Jiashi Science and Technology Medicine ETF (588700) also increased by 1.14%, marking its third consecutive rise [1]. Liquidity and Trading Volume - The Jiashi Science and Technology Medicine ETF recorded a turnover rate of 9.54% and a trading volume of 21.11 million yuan [3]. - Over the past month, the ETF has maintained an average daily trading volume of 33.32 million yuan, ranking first among comparable funds [3]. Fund Growth and Performance - In the last two weeks, the Jiashi Science and Technology Medicine ETF's scale increased by 17.56 million yuan, leading among comparable funds [3]. - The ETF's net value has risen by 37.70% over the past year, with a maximum single-month return of 23.29% since its inception [3]. Top Holdings - As of June 30, 2025, the top ten weighted stocks in the Biopharmaceutical Index accounted for 50.3% of the index, including companies like United Imaging Healthcare, BeiGene, and Huatai Medical [3][5]. Policy Support and Market Outlook - Recent policy documents have been released to support the high-quality development of innovative drugs, highlighting government backing for the sector [6]. - The number of innovative drugs in development in China has reached over 4,000, representing approximately 30% of the global total [5][6].

Core Insights - A total of 11 companies listed on the Sci-Tech Innovation Board have released their performance forecasts for the first half of the year, with 10 companies expecting profit increases, resulting in a positive forecast ratio of 90.91% [1][3] Company Performance Forecasts - The company with the highest expected net profit increase is Guangda Special Materials, with a median expected increase of 367.51% [2] - Shengnuo Biological and Tailin Microelectronics follow, with median expected net profit increases of 292.82% and 267.00%, respectively [2] - Other companies with significant expected profit increases include: - Xindong Lianke: 171.92% - Guoli Co., Ltd.: 144.50% - Xinpeng Microelectronics: 104.00% - Lexin Technology: 71.50% - Nuotai Biological: 38.67% - C Yitang: 30.64% - Daotong Technology: 22.88% [2] Industry Overview - The majority of the companies with positive forecasts are in the electronic and medical sectors, indicating strong performance expectations in these industries [1][2]

Core Viewpoint - The demand for weight loss solutions is surging, leading to significant profit growth for Nuotai Biotech, a leading company in peptide drugs, with a projected net profit increase of 32.06% to 45.27% for the first half of 2025 [2][3][4] Financial Performance - Nuotai Biotech expects a net profit of 300 to 330 million yuan for the first half of 2025, marking a year-on-year increase of 32.06% to 45.27% [3][4] - The company reported a net profit of 153 million yuan in Q1 2025, a 130.10% increase year-on-year, with a projected Q2 net profit between 147 million and 177 million yuan [5] - The total assets of the company reached 5.439 billion yuan by the end of Q1 2025, a 7.11% increase from the previous year [8] Revenue Growth - From 2022 to 2024, Nuotai Biotech achieved continuous growth in both revenue and net profit, with 2024 figures showing revenue of 1.625 billion yuan and net profit of 404 million yuan, representing increases of 57.21% and 148.19% respectively [3][4] - The company’s gross profit margin has steadily increased from 55.76% in 2021 to 67.68% in 2024, reaching 70.20% in Q1 2025 [5][6] R&D Investment - Nuotai Biotech has consistently invested over 10% of its revenue in R&D over the past three years, with R&D expenditures of 372 million yuan in 2024 and 121 million yuan in Q1 2025, reflecting year-on-year growth of 178.24% and 79.84% respectively [6][8] - The company is focusing on peptide drugs and has developed a robust pipeline of self-researched products, enhancing its competitive edge [6][7] Market Expansion - Nuotai Biotech has successfully expanded its global market presence, with significant sales of its self-developed raw materials in regions including the US, Europe, and India [7] - The company’s revenue from self-selected products reached 1.129 billion yuan in 2024, a 79.49% increase, making it the primary source of income [7][8] Financial Stability - The company maintains a solid financial structure, with a debt-to-asset ratio of 47.86% and a net cash flow from operating activities of 145 million yuan in Q1 2025, up 85.23% year-on-year [8]

江苏诺泰澳赛诺生物制药股份有限公司的主营业务是聚焦多肽药物及小分子化药进行自主研发与定制研 发生产。公司的主要产品是定制类产品及技术服务、自主选择产品。 最新一期业绩显示，2025年一季报，公司实现营业收入5.66亿元，同比58.96%；净利润1.53亿元，同比 130.10%，销售毛利率70.20%。 7月7日，诺泰生物今日收盘37.82元，下跌3.05%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到24.36倍，总市值119.53亿元。 从行业市盈率排名来看，公司所处的医疗服务行业市盈率平均41.20倍，行业中值44.22倍，诺泰生物排 名第19位。 截至2025年一季报，共有55家机构持仓诺泰生物，其中基金48家、其他6家、社保1家，合计持股数 8271.44万股，持股市值48.78亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)3诺泰生物24.3629.564.35119.53亿行业平均 41.2048.623.50161.54亿行业中值44.2257.192.7056.99亿1药明康德17.9421.233.222005.96亿2康龙化成 22.7823.743.034 ...

Group 1 - The CRO sector experienced a slight increase of 0.13% on July 4, with a total capital outflow of 124.52 million [1] - A total of 20 stocks in the sector rose, while 18 stocks declined [1] - The top declining stocks included Bid Medicine (-3.74%), Sunshine Nuohe (-2.52%), and Chengda Pharmaceutical (-2.23%) [1][1] Group 2 - Notable stocks with significant capital outflow included Medici with a net outflow of 63.33 million and Nuo Tai Biological with a net outflow of 42.82 million [1] - Other stocks with minor fluctuations included Haoyuan Pharmaceutical (+3.26%) and Zhaoyan New Drug (+1.96%) [1][1] - The overall performance of the sector indicates mixed investor sentiment, with some stocks showing resilience while others faced notable declines [1]

Group 1: Drug Approvals and Innovations - Eli Lilly's drug Tirzepatide has received approval for a third indication in China, becoming the first and only prescription drug for treating moderate to severe obstructive sleep apnea in obese adults [1] - Diligent Pharma's innovative lung cancer drug, Shuwotai, has been granted accelerated approval by the FDA for adult patients with locally advanced or metastatic non-small cell lung cancer with EGFR exon 20 insertion mutations [2] - Xiansheng Pharmaceutical's drug Enzashu has been approved in China as the first targeted therapy for all populations of platinum-resistant ovarian cancer, addressing a significant treatment gap in this area [3] Group 2: Financial Performance and Market Trends - Nuotai Bio expects a net profit of 300 to 330 million yuan for the first half of 2025, representing a year-on-year increase of 32.06% to 45.27%, driven by significant sales growth in peptide raw materials [4] - The recent surge in net profit forecasts from several companies, including Nuotai Bio, reflects the ongoing strong market demand for GLP-1 weight loss drugs [4] - Kangyuan Pharmaceutical's KYS2301 gel has received clinical trial approval for atopic dermatitis, marking a significant advancement in the treatment options available for this condition [5][6]