近日，上海谊众公布2025年三季报，公司营业收入为2.43亿元，同比上升43.4%；归母净利润为5066万 元，同比上升46.1%；扣非归母净利润为4829万元，同比上升55.4%；经营现金流净额为-2142万元，同 比下降202.7%；EPS(全面摊薄)为0.2451元。 其中第三季度，公司营业收入为8282万元，同比上升73.7%；归母净利润为1265万元，同比上升 7751.8%；扣非归母净利润自去年同期亏损208万元成功扭亏，实现扣非归母净利润1124万元；EPS为 0.0612元。 公司在2025年第三季度报告中提到，公司的核心产品紫杉醇胶束在本报告期的销量相比上年同期增长了 682%。这显著推动了公司的营业收入和利润总额的增长。此外，公司的研发投入也有所增加，达到 2574万元，占营业收入的31.08%。 （上海谊众公告） ...

Key Highlights - Cambridge Technology currently does not produce chips containing CPO technology [1] - TCL Technology plans to invest 29.5 billion yuan in the construction of an 8.6-generation printed OLED production line [1] - Huakang Clean has won the bid for a "medical service construction project" [1] - Aotewei intends to acquire an 8.99% stake in its subsidiary Songci Electromechanical [1] - Shanghai Yizhong plans to repurchase shares worth 30 million to 35 million yuan [1] - Huaton Co. reported a pig sales revenue of 338 million yuan in August [1] - Tianma Technology has accumulated approximately 11,921.59 tons of eel out of the pool from January to August [1] - Mars Man's controlling shareholder plans to reduce holdings by no more than 2.94% [1] - Zhiwei Intelligent's actual controller plans to reduce holdings by no more than 2.9749% [1] - Donglin Investment plans to reduce holdings in Jin'an Guoji by no more than 2.878% [1] - Zhonglun New Materials intends to issue convertible bonds not exceeding 1.068 billion yuan [1] - Tuojing Technology plans to raise no more than 4.6 billion yuan through a private placement [1] Investment Projects - TCL Technology (000100.SZ) plans to invest 29.5 billion yuan in the construction of an 8.6-generation printed OLED production line [1] - Guangdong Jianke (301632.SZ) intends to invest in the implementation of the second phase of the Guangdong Jianke·Zhongshan Smart Gathering Project [1] - Nanfeng Co. (300004.SZ) plans to invest 50 million yuan in fixed assets for a 3D printing service project [1] Contracts and Acquisitions - Huakang Clean (301235.SZ) has won the bid for a "medical service construction project" [1] - Aotewei (688516.SH) intends to acquire an 8.99% stake in its subsidiary Songci Electromechanical [1] - Tianhua New Energy (300390.SZ) plans to acquire a 75% stake in Suzhou Tianhua Times [1] Share Buybacks - Chuangyuan Co. (300703.SZ) plans to repurchase 1.55% to 2.05% of its shares [2] - Yishitong (688733.SH) intends to repurchase shares worth 30 million to 55 million yuan [2] - Shanghai Yizhong (688091.SH) plans to repurchase shares worth 30 million to 35 million yuan [2] Operational Data - Huaton Co. (002840.SZ) reported a pig sales revenue of 338 million yuan in August [2] - Tianma Technology (603668.SH) has accumulated approximately 11,921.59 tons of eel out of the pool from January to August [2] Shareholding Changes - Sudda Co. (001277.SZ) plans to reduce holdings by no more than 3% [2] - Mars Man (300894.SZ) plans to reduce holdings by no more than 2.94% [2] - Zhiwei Intelligent (001339.SZ) plans to reduce holdings by no more than 2.9749% [2] - Jin'an Guoji (002636.SZ) plans to reduce holdings by no more than 2.878% [2] Other Financial Activities - China Merchants Shekou (001979.SZ) plans to issue preferred shares to raise no more than 8.2 billion yuan for real estate project construction [2] - Zhonglun New Materials (301565.SZ) intends to issue convertible bonds not exceeding 1.068 billion yuan [2] - Keli'er (002892.SZ) plans to raise no more than 1.006 billion yuan through a private placement [2] - Tuojing Technology (688072.SH) plans to raise no more than 4.6 billion yuan through a private placement [2]

Core Insights - The company reported a significant increase in revenue and net profit for the third quarter of 2025, indicating strong financial performance [1] Financial Performance - The company achieved a revenue of 82,820,176.44 yuan in the third quarter, representing a year-on-year growth of 73.68% [1] - The net profit attributable to shareholders reached 12,654,964.95 yuan, showing an extraordinary year-on-year increase of 7751.84% [1]

格隆汇10月29日丨上海谊众(688091.SH)发布三季报，2025年前三季度实现营业总收入2.43亿元，同比增 长43.35%；归属母公司股东净利润5065.88万元，同比增长46.12%；基本每股收益为0.25元。 ...

证券代码：688091 证券简称：上海谊众 公告编号：2025-044 董事会认为：公司 2025 年第三季度报告的编制和审议程序符合相关法律法规 及《公司章程》等内部规章制度的规定；公司 2025 年第三季度报告的内容与格式 符合相关规定，公允地反映了公司 2025 年第三季度的业绩情况与财务状况等事项； 报告的编制过程中，未发现公司参与报告编制和审议的人员有违反保密规定的行 为；董事会全体成员保证公司 2025 年第三季度报告披露的信息真实、准确、完整， 不存在任何虚假记载、误导性陈述或重大遗漏，并对其内容的真实性、准确性和 完整性依法承担法律责任。 表决情况：赞成 6 票，反对 0 票，弃权 0 票。 具体内容详见公司同日在上海证券交易所网站(www.sse.com.cn)披露的《上海 谊众药业股份有限公司 2025 年第三季度报告》。 第二届董事会第十三次会议决议公告 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、准确性和完整性依法承担法律责任。 一、董事会会议召开情况 上海谊众药业股份有限公司（以下简称"公司"）第二届董事会第十三次会议（以 下 ...

Financial Performance - The company's operating revenue for the third quarter reached ¥82,820,176.44, an increase of 73.68% compared to the same period last year[4] - The net profit attributable to shareholders was ¥12,654,964.95, reflecting a significant increase of 7,751.84% year-on-year[4] - The total profit for the period was ¥9,157,792.73, with a year-to-date profit of ¥49,323,128.76, up 29.46% compared to the previous year[4] - The basic earnings per share for the year-to-date period was ¥0.25, an increase of 47.06% compared to the same period last year[4] - The net profit excluding non-recurring gains and losses for the year-to-date period was ¥48,294,916.14, up 55.38% year-on-year[4] - Total operating revenue for the first three quarters of 2025 reached CNY 243,127,581.90, a significant increase of 43.3% compared to CNY 169,608,230.26 in the same period of 2024[19] - Net profit for the first three quarters of 2025 was CNY 50,658,773.25, representing a 46.2% increase from CNY 34,670,092.06 in the previous year[20] - Basic and diluted earnings per share for the period were both CNY 0.25, compared to CNY 0.17 in the same period of 2024[21] Research and Development - Research and development expenses amounted to ¥25,737,658.21 for the quarter, representing a 157.01% increase year-on-year, and accounting for 31.08% of operating revenue[5] - Research and development expenses increased to CNY 54,502,662.62, up 115.5% from CNY 25,344,606.05 year-over-year[19] Assets and Liabilities - The total assets of the company increased to ¥1,543,666,261.43, a growth of 6.61% from the end of the previous year[5] - Total current assets as of September 30, 2025, amount to ¥690,562,425.53, a decrease from ¥776,207,087.54 as of December 31, 2024[16] - Total liabilities amounted to CNY 82,755,956.72, compared to CNY 42,971,884.05 in the previous year, indicating a growth of 92.7%[18] - Total equity attributable to shareholders reached CNY 1,460,910,304.71, an increase from CNY 1,405,020,800.85 in the previous year[18] Cash Flow - The cash flow from operating activities showed a net outflow of ¥21,421,543.09 year-to-date, reflecting a decrease of 202.67% compared to the previous year[4] - Cash inflows from operating activities totaled CNY 184,721,578.25, down from CNY 201,750,223.36 in the same period of 2024[23] - The net cash flow from operating activities was -21,421,543.09, a decrease from 20,865,363.56 in the previous period, indicating a significant decline in operational performance[24] - Cash outflows from operating activities totaled 206,143,121.34, compared to 180,884,859.80 in the prior period, reflecting an increase of approximately 13.9%[24] - The net cash flow from investing activities was -557,429,698.76, worsening from -168,798,149.82 year-over-year, highlighting increased investment expenditures[24] - Cash inflows from investing activities amounted to 4,423,656,160.38, up from 2,911,837,099.66, representing a growth of approximately 51.7%[24] - Total cash outflows from investing activities reached 4,981,085,859.14, compared to 3,080,635,249.48, indicating a rise of about 61.7%[24] - The net cash flow from financing activities was 2,588,963.52, a recovery from -110,822,617.12 in the previous period, suggesting improved financing conditions[24] - The total cash and cash equivalents at the end of the period were 68,144,410.98, a significant decrease from 651,130,264.21, reflecting liquidity challenges[25] - The cash and cash equivalents net increase was -576,262,278.33, compared to -258,755,403.38 in the prior period, indicating worsening cash flow management[25] Shareholder Information - Total number of common shareholders at the end of the reporting period is 8,053[12] - The largest shareholder, Zhou Jinsong, holds 40,127,058 shares, accounting for 19.41% of total shares[12]

Investment Rating - The report maintains a "Positive" investment rating for the pharmaceutical and biotechnology industry [1] Core Insights - The report highlights significant advancements in innovative drugs, particularly in the context of recent clinical trial results presented at the 2025 ESMO conference, showcasing the potential for new treatment options in various cancer types [12][19] - The report emphasizes the emergence of domestic drugs that have achieved notable efficacy in treating conditions such as NSCLC and HER2-positive breast cancer, indicating a shift in the competitive landscape [13][17] Summary by Sections 1. New Drug Developments - **2L EGFR Mutant NSCLC**: The drug Lukanosumab (sac-TMT) is the first to demonstrate both overall survival (OS) and progression-free survival (PFS) benefits in patients with TKI-resistant NSCLC, with mPFS of 8.3 months compared to 4.3 months for chemotherapy [13][14] - **HER2 Positive Breast Cancer**: The drug Ruikang Trastuzumab shows longer mPFS of 30.6 months compared to 8.3 months for the chemotherapy combination, indicating a promising new option for patients [17][18] - **T-Bren for Breast Cancer**: Early data from the T-Bren trial shows a clinical overall response rate (cORR) of 82.2% in HER2-positive patients, with mPFS of 18.0 months [19][20] - **2L HER2 Positive Gastric Cancer**: Anniotuzumab combined with chemotherapy shows significant improvements in mPFS (7.1 months vs 2.7 months) and mOS (19.6 months vs 11.5 months), suggesting a potential shift in treatment paradigms [21][24] 2. Market Performance - The pharmaceutical and biotechnology sector saw a 0.58% increase in October, underperforming the CSI 300 index by 2.67 percentage points, ranking 25th among 31 sub-industries [25][30] - The medical research outsourcing sector experienced the highest growth, up 5.47%, while other bioproduct sectors faced declines [30][34]

Group 1 - Shanghai Yizhong executed a block trade on October 24, with a transaction volume of 90,000 shares and a transaction amount of 5.0616 million yuan, at a price of 56.24 yuan, which represents a discount of 0.18% compared to the closing price of the day [2][3] - The buyer of the block trade was Huabao Securities Co., Ltd. Hefei Qianshan Road Securities Business Department, while the seller was Founder Securities Co., Ltd. Shanghai Yanggao South Road Securities Business Department [2][3] - On the same day, Shanghai Yizhong's closing price was 56.34 yuan, reflecting an increase of 1.46%, with a turnover rate of 0.99% and a total transaction amount of 115 million yuan, alongside a net inflow of main funds amounting to 1.7169 million yuan [2][3] Group 2 - The latest margin financing balance for Shanghai Yizhong is 609 million yuan, which has increased by 8.4816 million yuan over the past five days, representing a growth rate of 1.41% [3]

Core Insights - On October 24, Shanghai Yizhong executed a block trade of 90,000 shares, amounting to 5.0616 million yuan, which represented 4.22% of the total trading volume for the day [1] Group 1 - The transaction price was 56.24 yuan, reflecting a discount of 0.18% compared to the market closing price of 56.34 yuan [1]

Group 1 - The company, Shanghai Yizhong, announced a share buyback of 29,600 shares on October 15, 2025, representing 0.0143% of its total share capital of 206,703,640 shares [2]