Recent Events - The company announced on February 11, 2026, that its wholly-owned subsidiary, Chengdu Saintno Biological Pharmaceutical Co., Ltd., is participating in the national organized procurement of medicines, with multiple products (such as Acetate Octreotide Injection and Thymosin Alpha 1 Injection) expected to be selected. The results of the selection are anticipated to be officially implemented by the end of March 2026, with the procurement cycle lasting until the end of 2028. This event may impact future sales scale and market share [2]. Performance and Operations - The company released a profit forecast on January 16, 2026, indicating a significant year-on-year increase in net profit attributable to the owners of the parent company. However, specific financial data will be confirmed in the subsequent audited annual report, the release date of which has not yet been announced. Attention should be paid to official communications from the company [3].

Industry Overview - Peptides are bioactive fragments of proteins that can be rapidly absorbed and utilized by the human body, providing energy and nutrients to cells. Their potential has been further released since the Human Genome Project in the 1990s, leading to unprecedented prosperity in peptide research and applications, especially in the pharmaceutical field [1][13] - The Chinese peptide industry market size is projected to grow from 57.34 billion yuan in 2016 to 209.12 billion yuan in 2024, with a compound annual growth rate (CAGR) of 17.56%. By 2025, the market size is expected to reach approximately 247.6 billion yuan [1][13] Market Segmentation - The peptide industry value chain consists of upstream raw materials and equipment (amino acids, amino acid protectants, resin acids, synthesis instruments, packaging materials), midstream production and manufacturing, and downstream applications in food, pharmaceuticals, feed, health products, and cosmetics [9][11] - The global peptide drug market is expected to reach approximately 96 billion USD by 2025, driven by the increasing prevalence of chronic diseases and the unique advantages of peptide drugs in treatment [12][17] Key Companies - HanYue Pharmaceutical focuses on four main areas: peptide formulations, raw materials, small nucleic acids, and CRDMO services. The company has achieved significant revenue growth, with a reported 114.86% increase in pharmaceutical manufacturing revenue in the first half of 2025 [20][21] - ZhongPeptide Biochemical Co., Ltd. specializes in contract research, development, and production of peptides and small nucleic acids, providing comprehensive services from early discovery to commercial production [21] Development Trends - The Chinese peptide industry is transitioning from traditional chemical synthesis to a deep integration of biotechnology and synthetic biology, enhancing production efficiency and reducing costs [22][24] - The application of peptides is rapidly expanding beyond pharmaceuticals into health, beauty, and functional food markets, with increasing consumer demand for personalized health solutions [23][24] - The industry is also moving towards green manufacturing and sustainable development, focusing on reducing environmental footprints and enhancing social responsibility [24]

Core Viewpoint - Chengdu Shengnuo Biotechnology Co., Ltd. announced its participation in the national organized procurement of pharmaceuticals, with several products expected to be selected for the new round of procurement, which is a significant step for the company in expanding its market presence and enhancing competitiveness in the peptide pharmaceutical market [1][2]. Group 1: Selected Products - The company’s subsidiary, Chengdu Shengnuo Pharmaceutical Co., Ltd., participated in the national organized procurement for the first to eighth batches, with products such as Acetate Octreotide Injection and Acetate Atosiban Injection expected to be selected [1]. - The selected products include Acetate Octreotide Injection (seventh batch), Acetate Atosiban Injection (eighth batch), Somatostatin Injection (eighth batch), Thymosin Alpha 1 Injection, and Eptifibatide Injection [1]. Group 2: Impact on the Company - The selected products are expected to enhance the company's sales revenue significantly in 2024 and the first nine months of 2025, with the procurement cycle running until the end of 2028 [2]. - The procurement will prioritize the use of selected drugs in medical institutions, ensuring the completion of the agreed procurement volume, which is expected to positively impact the company's operational development [2]. - The selection also reflects the stability and reliability of the company's drug quality, which is crucial for its competitive position in the peptide pharmaceutical market [2].

圣诺生物(688117.SH)发布公告，公司全资子公司成都圣诺生物制药有限公司于近日参与了国家组织的 第一批至第八批国家集采药品新一轮接续采购工作，本次接续采购是国家组织集采的化学药品首次开展 全国范围统一接续，根据《国家组织集采药品协议期满品种接续采购拟中选结果表》(LC-YPJX-2026-1) 显示，公司产品醋酸奥曲肽注射剂(第七批中选)、醋酸阿托西班注射剂(第八批中选)、生长抑素注射剂 (第八批中选)与公司新中选产品胸腺法新注射剂、依替巴肽注射剂共同拟中选本次新一轮接续采购。 ...

智通财经APP讯， 圣诺生物(688117.SH)发布公告，公司全资子公司成都圣诺生物制药有限公司于近日 参与了国家组织的第一批至第八批国家集采药品新一轮接续采购工作，本次接续采购是国家组织集采的 化学药品首次开展全国范围统一接续，根据《国家组织集采药品协议期满品种接续采购拟中选结果表》 (LC-YPJX-2026-1)显示，公司产品醋酸奥曲肽注射剂(第七批中选)、醋酸阿托西班注射剂(第八批中 选)、生长抑素注射剂(第八批中选)与公司新中选产品胸腺法新注射剂、依替巴肽注射剂共同拟中选本次 新一轮接续采购。 ...

证券代码：688117 证券简称：圣诺生物 公告编号：2026-002 | | | 占公 司 2024 | | 占公司 2025 年前三 | | --- | --- | --- | --- | --- | | 拟中选产品 | 2024 年销售收 | 年度 | 2025年1-9月 | 季度营 | | | 入（元） | 营业 | 销售收入（元） | 业收入 | | | | 收入 | | 比例 | | | | 比例 | | （%） | | | | （%） | | | | 醋酸奥曲肽注射剂 1ml:0.1mg | 58,503,254.76 | 12.83 | 38,224,482.51 | 7.35 | | 醋酸阿托西班注射剂 0.9ml:6.75mg | 1,920,360.16 | 0.42 | 1,314,098.27 | 0.25 | | 醋酸阿托西班注射剂 | 102,391,236.06 | 22.45 | 77,990,534.41 | 14.99 | | 5ml:37.5mg | | | | | | 生长抑素注射剂 3mg | 20,666,126.39 | 4.53 | 20,569,313.05 ...

Core Viewpoint - The company, Shengnuo Biopharmaceutical (688117.SH), has participated in the national centralized procurement process for the first to eighth batches of drugs, marking a significant step in expanding its market presence and enhancing competitiveness in the peptide pharmaceutical market [1] Group 1: Procurement Participation - The company’s wholly-owned subsidiary, Chengdu Shengnuo Biopharmaceutical Co., Ltd., has engaged in the new round of centralized procurement organized by the state, which is the first nationwide unified continuation of centralized procurement for chemical drugs [1] - The company’s products, including Acetate Octreotide Injection (selected in the seventh batch), Acetate Atosiban Injection (selected in the eighth batch), and Somatostatin Injection (selected in the eighth batch), are among those proposed for selection in this new round of procurement [1] Group 2: Market Impact - The centralized procurement will prioritize the use of selected drugs by medical institutions, ensuring the completion of the agreed procurement volume [1] - The selection in this procurement round reflects the stability and reliability of the company’s drug quality, which is expected to further expand the sales scale of the selected products and increase market share [1] - The implementation of the procurement contract is anticipated to positively impact the company's operational development and strengthen its competitiveness in the peptide pharmaceutical market [1]

圣诺生物公告，全资子公司成都圣诺生物制药有限公司参与了国家组织的第一批至第八批国家集采药品 新一轮接续采购工作，公司产品醋酸奥曲肽注射剂（第七批中选）、醋酸阿托西班注射剂（第八批中 选）、生长抑素注射剂（第八批中选）与公司新中选产品胸腺法新注射剂、依替巴肽注射剂共同拟中选 本次新一轮接续采购。 ...

Core Viewpoint - The company, Shengnuo Biopharmaceutical (688117.SH), has participated in the national centralized procurement for the first to eighth batches of drugs, marking the first nationwide unified continuation of centralized procurement for chemical drugs [1] Group 1: Procurement Participation - The company’s wholly-owned subsidiary, Chengdu Shengnuo Biopharmaceutical Co., Ltd., is involved in the new round of continuation procurement organized by the state [1] - The continuation procurement includes the company’s products such as Acetate Octreotide Injection (selected in the seventh batch), Acetate Atosiban Injection (selected in the eighth batch), and Somatostatin Injection (selected in the eighth batch) [1] Group 2: Market Impact - The selected products will be prioritized for use by medical institutions during the procurement period, ensuring the completion of the agreed procurement volume [1] - The selection in this continuation procurement reflects the stability and reliability of the company’s drug quality, which is expected to expand the sales scale of the selected products and increase market share [1] - This development is anticipated to strengthen the company’s competitiveness in the peptide pharmaceutical market and positively impact its operational growth [1]

Group 1 - The core viewpoint of the news is that Shengnuo Bio has shown significant financial growth, with a notable increase in revenue and net profit for the first nine months of 2025 [2] - As of January 29, Shengnuo Bio's stock price decreased by 0.46%, with a trading volume of 89.92 million yuan and a net financing purchase of 3.20 million yuan [1] - The company's financing balance is 464 million yuan, accounting for 7.53% of its market capitalization, which is below the 50th percentile level over the past year, indicating a low financing position [1] Group 2 - Shengnuo Bio's revenue for the period from January to September 2025 reached 520 million yuan, representing a year-on-year growth of 53.96% [2] - The net profit attributable to the parent company for the same period was 127 million yuan, showing a substantial increase of 123.03% year-on-year [2] - The company has distributed a total of 87.14 million yuan in dividends since its A-share listing, with 63.14 million yuan distributed over the past three years [3]