格隆汇8月22日丨圣诺生物(688117.SH)公告称，股东川发投资拟减持不超过4,721,578股，占公司总股本 的3%；副总经理卢昌亮拟减持不超过96,579股，占公司总股本的0.0614%；董事、副总经理王晓莉拟减 持不超过574,696股，占公司总股本的0.3652%。减持期间为2025年9月15日至12月14日。 ...

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。 格隆汇8月22日丨圣诺生物(688117.SH)公布，公司于近日收到股东川发投资出具的《关于股东减持计划 的告知函》,因股东自身资金需求，川发投资拟通过集中竞价、大宗交易的方式减持其持有的公司股份 合计不超过4,721,578股，即不超过公司总股本的3%。拟通过集中竞价方式减持的部分，自本公告披露 之日起15个交易日之后的3个月内进行,且任意连续90个自然日内减持的股份总数不超过公司股份总数的 1%；拟通过大宗交易方式减持的部分，自本公告披露之日起15个交易日之后的3个月内进行,且任意连 续90个自然日内减持的股份总数不超过公司股份总数的2%。 ...

Core Viewpoint - The announcement from Shengnuo Biotech indicates that significant shareholders plan to reduce their holdings, which may impact the company's stock performance and investor sentiment [1] Shareholder Reduction Plans - Shareholder Chuanfa Investment intends to reduce its holdings by up to 4,721,578 shares, representing 3% of the company's total share capital [1] - Vice General Manager Lu Changliang plans to reduce his holdings by up to 96,579 shares, accounting for 0.0614% of the total share capital [1] - Director and Vice General Manager Wang Xiaoli plans to reduce her holdings by up to 574,696 shares, which is 0.3652% of the total share capital [1] - The reduction period is set from September 15, 2025, to December 14, 2025 [1]

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 ...

证券之星消息，8月21日化学制药板块较上一交易日上涨0.09%，*ST苏吴领涨。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。化学制药板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600200 | *ST苏吴 | 0.96 | 5.49% | 43.67万 | | 4141.60万 | | 300705 | 九典制药 | 19.87 | 4.97% | 52.35万 | | 10.35 Z | | 300573 | 兴齐眼药 | 67.48 | 4.69% | 22.77万 | | 15.19 Z | | 688506 | 百利天恒 | 324.96 | 4.21% | 1.62万 | | 5.23亿 | | 002940 | 昂利康 | 51.36 | 3.86% | 15.16万 | | 7.69亿 | | 002020 | 京新药业 | 19.52 | 2.90% | 32.05万 | | 6.16 ...

Group 1 - The core viewpoint of the news is that the A-share market saw a collective rise in weight-loss drug concept stocks, driven by the accelerated approval of Wegovy by the FDA for treating certain liver conditions [1][2]. - Han Yu Pharmaceutical (300199) experienced a significant increase of over 14%, while other companies like Jin Kai Biotechnology and Shengnuo Bio rose by over 12% and 6% respectively [1][2]. - Novo Nordisk's stock rose over 6% in after-hours trading following the FDA's announcement regarding Wegovy [1]. Group 2 - The following companies showed notable stock performance: - Han Yu Pharmaceutical (300199) with a rise of 14.66% and a total market value of 26.4 billion [2]. - Jin Kai Biotechnology (301509) increased by 12.28% with a market value of 5.1 billion [2]. - Shengnuo Bio (688117) rose by 6.00% and has a market value of 7.229 billion [2]. - Yangguang Nuohuo (688621) increased by 4.37% with a market value of 8.96 billion [2]. - ST Nuotai (688076) rose by 4.08% with a market value of 15 billion [2]. - Other companies like Zhongsheng Pharmaceutical and Kangyuan Pharmaceutical also saw increases close to 4% [1][2].

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 point of the article is that the FDA has accelerated the approval of Wegovy (2.4 mg semaglutide) for treating moderate to severe liver fibrosis in adult patients with non-alcoholic steatohepatitis (NASH), leading to significant stock price increases for several pharmaceutical companies [1] Group 2 - Hanyu Pharmaceutical's stock rose over 10% following the news [1] - Companies such as Sunlight Novo and Jinkai Biotechnology saw stock increases of over 5% [1] - Novo Nordisk's stock rose over 6% in after-hours trading in the US market due to the FDA announcement [1]

Core Insights - The company reported significant growth in its H1 2025 financial results, with a revenue of 338 million and a net profit of 89 million, reflecting year-on-year increases of 69.69% and 308.29% respectively [1] - The growth in revenue and profit is primarily driven by the high demand in the peptide industry, particularly in the raw material and CDMO (Contract Development and Manufacturing Organization) sectors [2][3] Financial Performance - H1 2025 revenue reached 338 million, a 69.69% increase year-on-year - Net profit attributable to shareholders was 89 million, up 308.29% year-on-year - Operating cash flow net amount was 82 million, reflecting a 213.22% increase year-on-year - Q2 2025 revenue was 153 million, a 61.50% increase year-on-year, with net profit of 42 million, up 687.09% year-on-year [1] Business Segments - **Raw Material Business**: - Revenue for H1 2025 was 189 million, a 232.38% increase year-on-year, driven by increased exports of Semaglutide and Tirzepatide - The company has developed 21 self-researched peptide raw materials and has obtained production approvals for 14 varieties in the domestic market and 11 DMF registrations in the U.S. [2] - **CDMO Business**: - H1 2025 revenue was 42 million, a 72.93% increase year-on-year, supported by the clinical advancement of the RAY12225 injection project - The company has provided CDMO services for over 40 peptide innovation drug projects, with several drugs entering commercialization and clinical trial phases [3] Capacity Expansion - The company has successfully launched a new production line for peptide raw materials and has made progress on several other projects, enhancing its production capabilities - The company is positioned to benefit from the high demand in the peptide industry due to its comprehensive R&D pipeline and full-chain production services [4] Profit Forecast - Projected revenues for 2025-2027 are 751 million, 990 million, and 1.21 billion respectively, with net profits of 191 million, 273 million, and 349 million - The expected diluted EPS for the same period is 1.21, 1.73, and 2.22, with corresponding PE ratios of 33.21, 23.25, and 18.17 [5]

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]