| | | 8.22上市公司盘后增持情况 | | --- | --- | --- | | 1 | 长江电力 | 控股股东拟增持40亿元-80亿元公司股份 | | | | 8.22上市公司盘后减持情况 | | 1 | 盾安坏境 | 紫金投资拟减持不超过3% | | 2 | 佳缘科技 | 部分董事及高管拟合计减持不超过3.41%公司股份 | | 3 | 顺威股份 | 西部利得增盈1号拟减持3%公司股份 | | র্ব | 新弾联 | 控股股东、实控人拟减持公司不超3%股份 | | 5 | 德才股份 | 股东红塔创新拟减持不超过1%股份 | | 6 | 圣诺生物 | 股东川发投资、卢昌亮、王晓莉拟减持不超过3.43% | | 7 | 安乃达 | 股东宁波思辉拟减持不超过2%公司股份 | | 8 | 万业企业 | 第二大股东三林万业拟减持不超过2.76%公司股份 | 股市慢牛来了，你准备好了吗？备好账户跟进牛市，更有五大福利领取>> 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据统计，8月22日，盘后长江电力披露增持情况。包括盾安环境、佳缘科技、顺威股份（维权）、新强 联、德才股份、安乃 ...

证券代码：688117 证券简称：圣诺生物 公告编号：2025-025 成都圣诺生物科技股份有限公司 持股 5%以上股东及部分董事、高级管理人员 减持股份计划公告 公司于近日收到卢昌亮先生、王晓莉女士出具的《关于股东减持计划的告知 函》,因个人资金需求，卢昌亮先生、王晓莉女士拟通过集中竞价或大宗交易的 方式减持其持有的公司股份。卢昌亮先生拟减持数量不超过 96,579 股，即不超 过公司总股本的 0.0614%，王晓莉女士拟减持数量不超过 574,696 股，即不超过 公司总股本的 0.3652%，减持期间为本公告披露之日起 15 个交易日之后的 3 个 月内。 如遇派息、送股、转增股本、配股等除权除息事项，上述拟减持股份数量将 相应进行调整，但减持股份占公司总股本的比例不变。 现将具体情况公告如下： 注：拟减持股份来源于协议转让取得及集中竞价取得的股份（含前述股份在公司首次公开发 2 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。 重要内容提示： 大股东及部分董事、高级管理人员持有股份的基本情况 截至本公告披 ...

证券代码：688117 证券简称：圣诺生物 公告编号：2025-024 成都圣诺生物科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： （网址 https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络文字互动 投资者可于 2025 年 8 月 22 日(星期五) 至 2025 年 8 月 28 日(星期 四)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮 箱(snkj@snbiopharm.com)进行提问。公司将在说明会上对投资者普遍关注的问 题进行回答。 成都圣诺生物科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 15 日在上海证券交易所网站（www.sse.com.cn）披露公司《2025 年半年度报告》， 为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况， 公司计划于 2025 年 8 月 29 日下午 13:00-14:00 举行 20 ...

| 代码 | 名称 | . | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300199 | 翰宇药业 | 台 | 14.66 | 264亿 | 131.81 | | 301509 | 我那年轻 | 海 | 12.28 | 51.00亿 | 65.35 | | 688117 | 圣诺生物 | 1 | 6.00 | 72.29亿 | 151.24 | | 688621 | 阳光诺和 | | 4.37 | 89.60亿 | 112.83 | | 688076 | ST诺泰 | 家 | 4.08 | 150亿 | 29.67 | | 002317 | 众生药业 | 每 | 3.99 | 199亿 | 95.96 | | 600557 | 康缘药业 | | 3.97 | 104亿 | 34.73 | | 000513 | 丽珠集团 | 台 | 3.09 | 374亿 | 11.88 | | 688131 | 皓元医药 | 台 | 2.95 | 120亿 | 59.19 | | 832735 | 德源药业 | 海 | 2.84 | 45 ...

Group 1 - The core viewpoint of the news is that the A-share market's weight-loss drug concept stocks have collectively risen due to the accelerated approval of Wegovy by the FDA for treating certain liver conditions [1] - Han Yu Pharmaceutical saw a significant increase of over 14%, while Jin Kai Biotechnology and Sheng Nuo Bio both rose by over 12% and 6% respectively [1] - The approval of Wegovy is expected to positively impact Novo Nordisk, which saw its stock rise over 6% in after-hours trading [1] Group 2 - The following are the stock performance details of key companies in the weight-loss drug sector: - Han Yu Pharmaceutical: 14.66% increase, market cap of 26.4 billion [2] - Jin Kai Biotechnology: 12.28% increase, market cap of 5.1 billion [2] - Sheng Nuo Bio: 6.00% increase, market cap of 7.229 billion [2] - Yang Guang Nuo He: 4.37% increase, market cap of 8.96 billion [2] - ST Nuo Tai: 4.08% increase, market cap of 15 billion [2] - Zhong Sheng Pharmaceutical: 3.99% increase, market cap of 19.9 billion [2] - Kang Yuan Pharmaceutical: 3.97% increase, market cap of 10.4 billion [2]

Group 1 - The core viewpoint of the report highlights that Shengnuo Biotech (688117.SH) benefits from the favorable conditions in the peptide industry chain, leading to significant year-on-year growth in its raw material drug business and CDMO (Contract Development and Manufacturing Organization) business [2] - The company's capacity construction is becoming increasingly complete, indicating outstanding medium to long-term growth potential [2] Group 2 - The report mentions potential risks, including the possibility of new orders falling short of expectations, fluctuations in raw material drug prices, and risks associated with geopolitical and tariff changes [2]

证券研究报告 公司研究 [Table_ReportType] 公司点评报告 [Table_StockAndRank] 圣诺生物(688117) 唐爱金 医药首席分析师 执业编号：S1500523080002 邮 箱：tangaijin@cindasc.com 贺鑫 医药行业分析师 执业编号：S1500524120003 邮 箱：hexin1@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦B 座 邮编：100031 [Table_Title] 受益于多肽产业链景气度，中长期成长性突出 从产能建设方面，2025 年 H1 公司募集资金投建的"年产 395 千克多 肽原料药生产线项目"已顺利投产，"制剂产业化技术改造项目"达到 预定可使用状态；自有资金投资建设的"多肽创新药 CDMO、原料药 产业化项目"中 106 车间于 2024 年四季度投产，107 车间、108 车间 2025 年上半年陆续投入运营。公司具备多肽原料药和制剂的全流程研 发管线和全产业链平台，能够为多肽创新药和仿制药提供从工艺路线设 计，到小试、中试、工 ...

Core Viewpoint - The company reported significant growth in revenue and net profit for the first half of 2025, driven primarily by increased overseas sales of GLP-1 raw materials, specifically semaglutide and teriparatide [1][2]. Financial Performance - The company achieved operating revenue of 338 million yuan, a year-on-year increase of 69.69% [1] - Net profit attributable to shareholders reached 88.96 million yuan, up 308.29% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 89.48 million yuan, reflecting a 367.92% increase [1] - Basic earnings per share were 0.57 yuan [1] - Net cash flow from operating activities was 81.66 million yuan, a 213.22% increase year-on-year [1] - Sales expenses decreased by 32.18% due to price adjustments in acetic acid octreotide injection [1] Market Expansion and R&D - The company made significant strides in expanding its overseas market, building a business development team, and optimizing product layouts in regions such as the US, EU, South Korea, and Russia [2] - The efficiency of R&D output improved, with semaglutide raw materials certified by the Korean FDA and other products receiving drug registration certificates [2] - The company is providing CDMO services for innovative peptide drugs, with a diabetes and obesity project entering clinical phase III [2] Production Capacity and Strategy - The company successfully launched a new production line for peptide raw materials with an annual capacity of 395 kg [2] - Ongoing projects are expected to enhance production capacity to meet increasing customer orders [2] - The company plans to focus on the peptide pharmaceutical industry, emphasizing R&D innovation and internationalization, while expanding its market presence in diabetes, obesity, and other significant disease areas [3]

Core Viewpoint - Saintno Bio (688117.SH) reported its mid-year results for 2025, showing a total revenue of 338 million yuan and a net profit attributable to shareholders of 88.96 million yuan, indicating a stable financial performance in the first half of the year [1]. Financial Performance - The company's total revenue for the first half of 2025 was 338 million yuan [1]. - The net profit attributable to shareholders was 88.96 million yuan [1]. - The net cash inflow from operating activities was 81.66 million yuan [1]. Financial Ratios - The latest debt-to-asset ratio is 43.45%, which is an increase of 1.48 percentage points from the previous quarter and an increase of 3.80 percentage points from the same period last year [3]. - The latest gross profit margin is 56.89%, reflecting a decrease of 2.70 percentage points compared to the same period last year [3]. - The latest return on equity (ROE) is 8.96% [3]. Earnings Per Share - The diluted earnings per share (EPS) is 0.57 yuan [4]. Asset Management - The latest total asset turnover ratio is 0.20 times [5]. - The latest inventory turnover ratio is 0.47 times [5]. Shareholder Structure - The number of shareholders is 11,100, with the top ten shareholders holding a total of 79.91 million shares, accounting for 50.77% of the total share capital [5]. - The largest shareholder is Sichuan Saino Investment Co., Ltd., holding 30.39% of the shares [5].

Core Viewpoint - Saintno Bio (688117.SH) reported a decline in institutional ownership in its half-year report for 2025, with a total of 70.23 million shares held by eight institutional investors, representing 44.62% of the total share capital, down 4.62 percentage points from the previous quarter [1] Institutional Ownership - As of August 14, 2025, eight institutional investors disclosed their holdings in Saintno Bio, totaling 70.23 million shares, which is 44.62% of the company's total equity [1] - The institutional investors include Sichuan Sino Investment Co., Ltd., Sichuan Development Securities Investment Fund Management Co., Ltd., Lepu Medical Technology (Beijing) Co., Ltd., and several mutual funds [1] - Compared to the previous quarter, the total institutional ownership percentage decreased by 4.62 percentage points [1] Public Fund Disclosures - Four new public funds disclosed their holdings this period, including Huashang Intelligent Life Flexible Allocation Mixed A, Huashang Emerging Vitality Mixed, Huashang Core Growth One-Year Holding Mixed A, and Huashang Excellent Growth One-Year Holding Mixed A [1] - Seven public funds that were previously disclosed did not report this quarter, including Yuanxin Yongfeng Ju You A, China Merchants Medical Health Industry Stock, and several others [1]