上海谊众药业股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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。 证券代码：688091 证券简称：上海谊众 公告编号：2026-002 重要内容提示： 股东持股的基本情况 截至本公告披露日，上海谊众药业股份有限公司（以下简称"公司"）股东 李峰持有公司股份 7,001,280 股，占公司总股本的 3.39%；李循持有公司股份 6,740,986 股，占公司总股本的 3.26%；许越香持有公司股份 1,544,335 股，占 公司总股本的 0.75%。李峰、李循、许越香与公司董事、副总经理李端先生构成 一致行动人关系。上述股东持股来源为公司首次公开发行前取得的股份以及公司 历次实施资本公积转增股本取得的股份，且已于 2022 年 9 月 9 日解除限售并上 市流通。 李峰拟通过集中竞价方式减持所持有的股份不超过 511,350 股，不超过公司 总股本的 0.247%；拟通过大宗交易方式减持所持有的股份不超过 2,067,000 股， 不超过公司总股本的 0.999%。 李循拟通过集 ...

证券代码：688091 证券简称：上海谊众 公告编号：2026-002 上海谊众药业股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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。 李峰拟通过集中竞价方式减持所持有的股份不超过 511,350 股，不超过公司 总股本的 0.247%；拟通过大宗交易方式减持所持有的股份不超过 2,067,000 股， 不超过公司总股本的 0.999%。 李循拟通过集中竞价方式减持所持有的股份不超过 511,350 股，不超过公司 总股本的 0.247%；拟通过大宗交易方式减持所持有的股份不超过 2,067,000 股， 不超过公司总股本的 0.999%。 许越香拟通过集中竞价方式减持所持有的股份不超过 1,044,335 股，不超过 公司总股本的 0.505%。 上述三人拟减持所持有的公司股份合计不超过 6,201,035 股，不超过公司总 1 股本的 2.997%（窗口期等不得减持期间不减持）。本次减持期间，通过集中竞价 方式减持的，自本公告披露之日起 15 个交易日后的 3 个月内进行，且 ...

格隆汇1月30日｜上海谊众公告，截至披露日，李峰持股700.13万股，李循674.1万股，许越香154.43万 股。三人拟合计减持不超620.1万股，占2.997%。李峰拟集中竞价51.13万股、大宗交易206.7万股；李循 集中竞价51.13万股、大宗交易206.7万股；许越香集中竞价104.43万股。集中竞价减持期2026年3月3日 ～2026年6月2日，大宗交易期2026年2月5日～2026年4月30日。 ...

1月29日，上海谊众跌1.55%，成交额1.91亿元。两融数据显示，当日上海谊众获融资买入额1320.22万 元，融资偿还1347.47万元，融资净买入-27.25万元。截至1月29日，上海谊众融资融券余额合计5.97亿 元。 融资方面，上海谊众当日融资买入1320.22万元。当前融资余额5.95亿元，占流通市值的5.35%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，上海谊众1月29日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量3.60万股，融券余额194.05万元，超过近一年90%分位水平，处于高位。 资料显示，上海谊众药业股份有限公司位于上海市奉贤区仁齐路79号，成立日期2009年9月10日，上市 日期2021年9月9日，公司主营业务涉及抗肿瘤药物改良型新药的研发及产业化。主营业务收入构成为： 注射用紫杉醇聚合物胶束99.84%，其他0.16%。 截至9月30日，上海谊众股东户数8053.00，较上期增加23.49%；人均流通股25667股，较上期减少 19.02%。2025年1月-9月，上海谊众实现营业收入2.43亿元，同比增长43.35%；归 ...

Core Insights - The article highlights the early disclosure of annual performance forecasts by over 260 companies on the STAR Market, with approximately 40% of them reporting positive growth or recovery in profits [1] - The focus is on the connection between the STAR Market and national technology innovation strategies, particularly in sectors like artificial intelligence and biomedicine, attracting quality companies and long-term capital [1] Group 1: Performance Forecasts - As of January 29, over 260 STAR Market companies have disclosed their 2025 performance forecasts, with 62 companies expecting profit increases, 34 companies turning losses into profits, and 51 companies reducing losses [1] - Among the companies forecasting profit increases, over 30 are expected to see net profit growth exceeding 100%, while 26 companies anticipate growth between 50% and 100% [2] Group 2: Industry Trends - The companies expecting profit growth are primarily in hardware, semiconductors, and biomedicine sectors, benefiting from recovering industry demand and breakthroughs in products [2] - Shanghai Yizhong expects the highest net profit increase of 760.18%, driven by its core product being included in the national medical insurance directory, significantly boosting market access and patient numbers [2] Group 3: Order Growth - Order growth is identified as a key driver for performance increases among some STAR Market companies, with significant new orders contributing to revenue growth [2] - Chip Origin Co. anticipates a narrowing of net losses, supported by record-high new orders, with total new orders for 2025 reaching 5.96 billion, a year-on-year increase of 103.41% [4] - Companies like Aifute have also reported substantial new orders, indicating positive future impacts on their performance [4]

Core Viewpoint - The 2025 performance forecasts for companies listed on the Sci-Tech Innovation Board show promising results, with nearly 250 companies disclosing their earnings, and around 50% of them expected to be profitable, indicating a recovery in market demand and growth in emerging industries such as semiconductors, biomedicine, and artificial intelligence [1] Group 1: Company Performance - 125 companies are expected to achieve profitability, with 67 companies forecasting positive growth in net profit year-on-year, and 29 companies anticipating a profit increase of over 100% [1][2] - Shanghai Yizhong leads with a projected net profit increase of 760.18% to 903.54%, followed by Zhenlei Technology and Baiwei Storage with expected increases of 529.64% to 642.26% and 427.19% to 520.22%, respectively [2] - Baiao Saitu anticipates a significant net profit increase of 384.26% to 443.88%, driven by its advanced antibody platform and collaborations with major companies [4] Group 2: Industry Trends - The semiconductor, biomedicine, and AI sectors are experiencing a surge in demand, contributing to the overall positive performance of the Sci-Tech Innovation Board companies [1][3] - Companies like Shijia Photon are benefiting from the AI boom, with a projected net profit increase of 425.95% due to rising orders in the data communication market [5] - The PCB and CCL industries are also seeing growth, with companies like Shengyi Electronics and Nanya New Materials expecting substantial profit increases due to high-quality orders and market expansion [6][7] Group 3: International Expansion - Many companies are actively pursuing international markets, with Pioneering Technology expecting a net profit of 62 million to 86 million yuan, a year-on-year increase of 50.82% to 109.21%, driven by international demand for energy storage solutions [3] - The internationalization strategy is becoming a key path for high-quality development among listed companies [3]

Market Overview - The A-share market exhibited a fluctuating and differentiated pattern last week, with major indices showing mixed performance and active rotation among hot sectors [1][7] - Institutions generally hold an optimistic outlook, believing the market is likely to trend upward [1][7] - As of January 25, over 950 companies have disclosed their 2025 earnings forecasts, with around 40% of these companies showing positive performance [1][7] Semiconductor Industry - The semiconductor industry, particularly companies related to artificial intelligence, data center construction, and domestic substitution, is expected to see strong earnings growth in 2025 [1][8] - Notable companies include: - Zhongwei Semiconductor expects revenue of approximately 1.122 billion yuan, a year-on-year increase of about 23%, and a net profit of 284 million yuan, up approximately 107% [8] - Juchip Technology anticipates revenue of 922 million yuan, a 41.44% increase, and a net profit of 204 million yuan, up 91.40% [2] - Baiwei Storage forecasts revenue between 10 billion to 12 billion yuan, a growth of 49.36% to 79.23%, and a net profit of 850 million to 1 billion yuan, a staggering increase of 427.19% to 520.22% [3][9] Pharmaceutical Industry - The pharmaceutical sector is experiencing a "polarized" performance, with over 60 companies disclosing earnings forecasts, about half of which are positive [1][9] - Key performers include: - Zhaoyan New Drug expects a net profit of approximately 233 million to 349 million yuan, a year-on-year increase of 214% to 371% [10] - Shanghai Yizhong anticipates a net profit of 6 million to 7 million yuan, a growth of 760.18% to 903.54% [10] - However, companies like Zhifei Biological are projected to incur significant losses, with an expected net loss of 10.7 billion to 13.7 billion yuan [10][5] Banking Sector - As of January 25, eight listed banks have released earnings reports, with all showing year-on-year growth in net profit [5][11] - Key statistics include: - China Merchants Bank's total assets surpassing 13 trillion yuan, and Industrial Bank exceeding 11 trillion yuan [11] - The highest net profit growth among these banks is from Hangzhou Bank at 12.05%, followed by Shanghai Pudong Development Bank at 10.52% [11] - The growth drivers for banks include improved cost of liabilities and rapid growth in intermediary business income, with Ningbo Bank's net income from fees and commissions increasing by 30.72% [12]

Core Insights - A total of 152 companies on the Sci-Tech Innovation Board have issued performance forecasts for 2025, with 48 companies expecting losses, 41 expecting profit increases, 36 expecting reduced losses, 16 expecting profit declines, and 11 expecting profits [1][6][7]. Performance Forecast Summary - Among the companies forecasting performance, 41 are expecting profit increases and 11 are expecting profits, resulting in a total of 34.21% of companies reporting positive forecasts [6][7]. - There are 26 companies expecting a net profit increase of over 100%, while 19 companies expect a net profit increase between 50% and 100% [7]. - Shanghai Yizhong is projected to have the highest net profit increase at 831.86%, followed by Baiwei Storage at 473.71% and Fumiao Technology at 441.60% [7][8]. Industry Analysis - The companies expecting a net profit increase of over 50% are primarily concentrated in the electronics, machinery equipment, and pharmaceutical biotechnology sectors, with 15, 9, and 7 companies respectively [7][8]. - The average increase in stock prices for high-growth companies on the Sci-Tech Innovation Board this year is 18.78%, with Baiwei Storage showing the highest increase of 57.33% [7]. Capital Flow Insights - In terms of capital flow, the stocks with significant net inflows over the past five days include Lankai Technology, Sitwei, and Zhongwei Semiconductor, with net inflows of 490 million, 164 million, and 153 million respectively [2][7]. - Conversely, Baiwei Storage, Dingtong Technology, and Qiangyi Co. experienced significant net outflows, with amounts of 2.245 billion, 271 million, and 195 million respectively [2][7].

Core Insights - The A-share biopharmaceutical companies are expected to deliver innovative results in 2025, benefiting from industry recovery, overseas market expansion, and favorable pharmaceutical policies [2] - Over 90 A-share biopharmaceutical companies have released performance forecasts for 2025, with 53 companies expected to be profitable [2] - Among the profit forecasts, 14 companies anticipate a net profit increase of over 100%, while 10 companies expect to turn losses into profits [3][2] Group 1: Performance Growth Drivers - Sales volume growth and internal cost reduction are key factors for the significant profit increases among the companies [4] - Shanghai Yizhong leads with a projected net profit increase of 760.18% to 903.54%, expecting a net profit of 60 million to 70 million yuan in 2025 due to its core product being included in the national medical insurance directory [4] - Yuheng Pharmaceutical anticipates a net profit of 350 million to 420 million yuan, a year-on-year increase of 50.37% to 80.44%, driven by steady sales growth of its products [4] - Nawei Technology expects a net profit of 128 million to 145 million yuan, a year-on-year increase of 54.51% to 75.03%, focusing on market strategies in key sectors [4][5] Group 2: International Market Expansion - International business is a significant growth driver for biopharmaceutical companies [6] - WuXi AppTec, a leading CXO company, forecasts a revenue of 45.456 billion yuan, a year-on-year increase of approximately 15.84%, and a net profit of 19.151 billion yuan, a 102.65% increase [6] - Ganli Pharmaceutical expects a net profit of 1.1 billion to 1.2 billion yuan, a year-on-year increase of 78.96% to 95.23%, attributed to steady growth in domestic and international revenues [6] Group 3: Innovation and Recovery - Several innovative drug companies are entering a recovery phase, with many turning losses into profits or significantly reducing losses [8] - BeiGene expects a full-year operating profit for 2025, with revenue projections between 36.2 billion and 38.1 billion yuan, reflecting an upward adjustment from previous estimates [8] - DiZhe Pharmaceutical anticipates a revenue of 800 million yuan, a year-on-year increase of 122.28%, with a reduced net loss of 770 million yuan [9]

Core Viewpoint - Solid growth in core business is essential for companies to navigate through economic cycles [1] Performance Growth Highlights - **XianDao Intelligent (300450)**: Expected net profit of 150 million to 180 million, a year-on-year increase of 424.29% to 529.15% due to recovery in global battery demand and internal digital transformation [6] - **YongChuang Intelligent (603901)**: Expected net profit of 12.8 million to 15.5 million, a year-on-year increase of 721.57% to 894.86% driven by improved delivery efficiency and product structure optimization [7] - **DaoShi Technology (300409)**: Expected net profit growth of 206.01% to 269.76% due to increased production capacity and recovery in cobalt prices [8] - **FuDa Alloy (603049)**: Expected net profit growth of 119.14% to 219.95% supported by stable demand in power equipment and new energy sectors [9] - **ZhaoJin Gold (000506)**: Expected net profit of 12.2 million to 18.2 million, a turnaround from a loss of 127 million last year, driven by increased production and rising gold prices [10] - **SiTeWei (688213)**: Expected net profit of 97.635 million to 103.053 million, a year-on-year increase of 149% to 162% due to increased shipments of smartphone camera products [11] - **ZhongWei Semiconductor (688380)**: Expected net profit of around 28.4 million, a year-on-year increase of approximately 107.55% due to new product launches [12] - **Hunan Gold (002155)**: Expected net profit of 127 million to 160.8 million, a year-on-year increase of 50% to 90% driven by rising sales prices [13] - **NanFang Precision (002553)**: Expected net profit of 30 million to 37 million, a year-on-year increase of 1,130% to 1,417% due to investment project evaluations [14] - **Shanghai YiZhong (688091)**: Expected net profit of 6 million to 7 million, a year-on-year increase of 760.18% to 903.54% due to inclusion in the national medical insurance directory [15] - **RunTu Co., Ltd. (002440)**: Expected net profit of 60 million to 70 million, a year-on-year increase of 181.05% to 227.89% driven by improved operating profits [16] Major Performance Changes - **HeFu China (603122)**: Expected net loss of 36 million to 25 million, a shift from profit due to changes in the macro environment and industry policies [17] - **ChangJiu Logistics (603569)**: Expected net loss of 75 million to 50 million, a shift from profit due to asset impairment and operational challenges [18] - **ZhiChun Technology (603690)**: Expected net loss of 45 million to 30 million, a shift from profit due to increased competition and rising R&D costs [19] - **BaYi Steel (600581)**: Expected net loss of 205 million to 185 million, a shift from profit due to supply-demand imbalance in the steel industry [20] - **AoKeMa (600336)**: Expected net loss of 22 million to 17 million, a shift from profit due to increased competition in the home appliance sector [21] - **HuiDa Sanitary Ware (603385)**: Expected net loss of 21.6 million to 18 million, a shift from profit due to market demand decline [22] - **DongFeng Co. (600006)**: Expected net loss of 48 million to 39 million, a shift from profit due to competitive pressures in the commercial vehicle market [23] Industry Trend Analysis - **High Growth Industries**: Stable demand in new energy sectors benefits companies like FuDa Alloy [24] - **Performance Changes in Industries**: - New energy and lithium battery equipment sectors are experiencing explosive growth [25] - Gold and precious metals sectors are seeing significant profit improvements due to high prices [26] - Semiconductor and automotive electronics are benefiting from trends in smart vehicles [27] - Medical circulation is under pressure from cost control policies [28] - Logistics and transportation are facing profitability challenges due to falling prices [29] - Semiconductor equipment is experiencing short-term performance declines due to cyclical fluctuations [30] - Traditional manufacturing sectors like steel and home appliances are facing intensified competition [31]