成都圣诺生物科技股份有限公司（以下简称"公司"）全资子公司成都圣诺 生物制药有限公司于近日收到国家药品监督管理局（以下简称"国家药监局"） 签发的关于艾塞那肽注射液的《药品注册证书》，现将相关情况公告如下： 一、药品基本情况 受理号：CYHS2402713 药品名称：Exenatide Injection/艾塞那肽注射液 药品注册标准编号：YBH12652025 规格：10μg（0.25mg/ml，2.4ml/支） 注册分类：化学药品 4 类 证券代码：688117 证券简称：圣诺生物 公告编号：2025-020 成都圣诺生物科技股份有限公司 关于自愿披露艾塞那肽注射液获得药品 注册证书的公告 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。 二、药品的其他情况 艾塞那肽为人胰高糖素样肽-1（GLP-1）类似物，为降血糖药。用于改善 2 型糖尿病患者的血糖控制，适用于单用二甲双胍、磺酰脲类，以及二甲双胍合用 磺酰脲类，血糖仍控制不佳的患者。 1 三、对公司的影响 本次艾塞那肽注射液获得《药品注册证书》，进一步完善了公司在糖尿 ...

Group 1 - The CRO concept sector experienced a decline of 0.53%, ranking among the top declines in concept sectors, with leading decliners including Lianhua Technology, Shengnuo Biology, and Meinuo Pharma [1][2] - Among the 24 stocks that rose, Sichuan Shuangma, Hanyu Pharmaceutical, and Meihao Medical had the highest increases of 3.14%, 1.98%, and 1.75% respectively [1][4] - The CRO concept sector saw a net outflow of 863 million yuan from major funds, with 47 stocks experiencing net outflows, and five stocks seeing outflows exceeding 30 million yuan [2][3] Group 2 - Lianhua Technology had the largest net outflow of major funds at 436 million yuan, followed by Ruizhi Pharmaceutical, WuXi AppTec, and Meinuo Pharma with outflows of 85 million yuan, 75 million yuan, and 48 million yuan respectively [2][3] - The stocks with the highest net inflows included Hanyu Pharmaceutical, Kailai Ying, and Sichuan Shuangma, with inflows of 37 million yuan, 17 million yuan, and 11 million yuan respectively [2][4] - The trading volume for Lianhua Technology was notably high at 21.98%, indicating significant trading activity despite the decline [3]

Core Viewpoint - Shengnuo Biotech (688117.SH) has reported significant growth in its half-year performance for 2025, with net profit expected to increase by 253.54% to 332.1% year-on-year, driven by strong performance in its peptide raw material business [1][3]. Financial Performance - The company anticipates a net profit of between 77.03 million yuan and 94.14 million yuan for the first half of 2025, with a year-on-year increase of 253.54% to 332.1% [1][3]. - The expected non-deductible net profit is projected to be between 77.35 million yuan and 94.53 million yuan, reflecting a year-on-year increase of 304.49% to 394.38% [1][3]. - In 2024, Shengnuo Biotech reported revenue of 456 million yuan, a year-on-year growth of 4.84%, while net profit decreased by 28.88% to 50.02 million yuan due to increased R&D investment and other factors [2]. Business Operations - Shengnuo Biotech is actively expanding its production capacity to meet market demand, with projects such as the "Annual Production of 395 kg Peptide Raw Material Production Line" and the expansion of raw material workshops [3]. - The company has successfully launched its 106 workshop and is in the equipment validation phase for workshops 107 and 108 [3]. Market Expansion - The global peptide CDMO market is projected to reach $11.8 billion by 2030, with the domestic market expected to reach 18.5 billion yuan, indicating a higher CAGR than the global market [4]. - Shengnuo Biotech's overseas revenue reached 148 million yuan in 2024, a significant increase of 73.93%, while domestic revenue decreased by 12.51% to 303 million yuan [4]. - The proportion of overseas revenue has increased to 32.52%, up 12.92 percentage points from 2023, reflecting the company's focus on expanding its international sales channels [4]. R&D and Product Development - The company is collaborating with external firms to develop various peptide products and has significantly increased its R&D investment, with expenses rising from 13.75 million yuan in 2021 to 49.17 million yuan in 2024 [5]. - Shengnuo Biotech provides CDMO services for over 40 peptide innovation drug projects, with two products approved for commercialization and two in the production application stage [5].

Group 1 - A-share companies are disclosing their 2025 semi-annual performance forecasts, with significant performance differentiation among them [1] - Leading companies in various industries are attracting market attention due to strong performance forecasts, such as Luxshare Precision, which expects a net profit of approximately 6.475 billion to 6.745 billion yuan, a year-on-year increase of 20% to 25% [1] - Over 300 listed companies have announced plans for mid-term dividends for 2025, indicating a trend towards increased shareholder returns [1][3] Group 2 - Sanofi Biologics expects a net profit of 77.0275 million to 94.1448 million yuan for the first half of 2025, representing a year-on-year increase of 253.54% to 332.1% due to strong performance in the peptide raw material business [2] - Among the 16 companies that disclosed performance forecasts, there is a clear differentiation, with 5 companies showing slight increases, 4 maintaining profits, and 1 company forecasting a loss [2] - Yongxi Electronics anticipates revenue of 1.9 billion to 2.1 billion yuan for the first half of 2025, a year-on-year growth of 16.60% to 28.88%, driven by a recovery in the integrated circuit industry and enhanced customer competitiveness [3] Group 3 - The trend of mid-term dividends is increasing, with over 300 companies announcing plans for such dividends, reflecting a commitment to shareholder returns [3][4] - Zhangjiang Hi-Tech plans to increase mid-term cash dividends to enhance investor returns, contingent on positive earnings and cash flow [3] - Regular dividends are seen as a sign of improved corporate performance and are expected to attract long-term investors, contributing to market stability [4]

Summary of Key Points Core Viewpoint - As of June 22, 2025, 14 A-share listed companies have released their mid-year profit forecasts, indicating a mixed performance with 9 companies expecting profit increases and 5 anticipating declines [1][3]. Group 1: Profit Forecasts - Saint Nor Biotechnology expects a net profit of 77.03 million to 94.14 million yuan, with a year-on-year growth of 253.54% to 332.10%, driven by strong performance in its peptide raw material business [2][3]. - Luxshare Precision anticipates a net profit of 6.475 billion to 6.745 billion yuan, reflecting a growth of 20% to 25%, despite challenges from global trade dynamics [3]. - 13 out of the 14 companies forecast profits, while only one company, Ningbo Huaxiang, expects a loss [3][4]. Group 2: Loss Forecasts - Ningbo Huaxiang predicts a loss of 273.9 million to 369.9 million yuan, a decline of 151.09% to 169.12%, primarily due to a one-time impact from the divestment of its European business [4]. - Zhongce Rubber expects a net profit of 1.91 billion to 2.2 billion yuan, with a decrease of 13.38% to 24.79%, attributed to rising raw material costs and external sales challenges [4]. Group 3: Revenue Growth - Ying Shi Innovation, a newly listed company, forecasts a revenue growth of 32.38% to 57.1%, with a net profit increase of -4.65% to 12.49% [4].

Group 1 - The stock of Shengnuo Bio (688117) closed at 35.71 yuan on June 20, with a significant increase of 15.01%, a turnover rate of 16.51%, and a trading volume of 880 million yuan [2] - The stock was listed on the daily trading list due to its closing price increase of 15% [2] - The top five trading departments accounted for a total transaction amount of 198 million yuan, with a net sell of 18.12 million yuan [2][3] Group 2 - The main capital inflow for the stock was 40.62 million yuan throughout the day [3] - The top buying departments included an institutional special seat with a purchase amount of 20.99 million yuan, and the total buying amount from the top five departments was 69.18 million yuan [3] - The top selling departments included a significant sell from the Caifeng Securities department, amounting to 33.26 million yuan, with the institutional special seat selling 16.86 million yuan [3]

Group 1 - Xiansheng Pharmaceutical has entered into a licensing agreement with NextCure for the ADC drug SIM0505, with a potential transaction value of up to $745 million [1] - SIM0505 targets CDH6 for the treatment of solid tumors, and NextCure will gain access to Xiansheng's TOPOi payload technology for its new ADC product in preclinical development [1] - The National Medical Products Administration has proposed a 30-day review process for innovative drug clinical trial applications to enhance the efficiency of drug development [1] Group 2 - Rongchang Biopharmaceutical's product Tai Tasi Pi has received orphan drug designation from the European Commission for the treatment of myasthenia gravis [2] - Myasthenia gravis is a rare autoimmune disease with a global prevalence of approximately 15-25 cases per 100,000 people [2] Group 3 - Shishi Pharmaceutical Group's caffeine has received the European Pharmacopoeia suitability certificate, facilitating its entry into the European and American markets [3] - The CEP certification indicates compliance with high standards for production processes and quality control, enhancing the brand's international image [3] Group 4 - Saintno Biopharmaceutical expects a significant increase in net profit for the first half of 2025, projecting a year-on-year growth of 253.54% to 332.10% [4] - The growth is attributed to the strong performance of its peptide raw material business and expanded marketing efforts [4]

Group 1 - President Xi Jinping emphasized the urgency of a ceasefire in the Middle East, stating that the use of force is not the correct way to resolve international disputes [1] - The Chinese photovoltaic industry is expected to see a significant production cut in Q3, with operating rates projected to decrease by 10%-15% [1] - The Ministry of Commerce announced it will expedite the review of export license applications related to rare earths, aiming to maintain global supply chain stability [1] Group 2 - The China Securities Index will officially launch the China Science and Technology Innovation Semiconductor Index on June 20, 2025, which will include 50 companies from the STAR Market and ChiNext [2] - The Ministry of Commerce highlighted the importance of China-EU economic and trade relations, emphasizing ongoing communication and cooperation [2] Group 3 - Kweichow Moutai announced a cash dividend of 27.673 yuan per share for the 2024 fiscal year, totaling 34.671 billion yuan [3] - Zhongqi New Materials reported that Starry Sky Technology has become its controlling shareholder [3] - Lianchuang Optoelectronics noted strong demand for drone countermeasure equipment in the Middle East [3] Group 4 - Fuhuang Steel Structure announced the termination of its plan to issue shares and pay cash for asset purchases [4] - Shengnuo Bio expects a significant increase in net profit for the first half of the year, projecting a year-on-year growth of 254%-332% [4] Group 5 - Zhongyan Chemical plans to agree to a capital reduction for Zhongyan Alkali Industry, which is expected to constitute a major asset restructuring [5] - Kanda New Materials intends to acquire at least 51% of Zhongke Huamei's shares to expand into the semiconductor integrated circuit field [6] Group 6 - Times Publishing clarified that it does not engage in stablecoin business and has a minimal indirect stake in JD Technology [8] - Sanhua Intelligent Controls confirmed the final price for its H-share issuance at 22.53 HKD per share [9] Group 7 - Taiji Co. announced that Changjiang Industrial Group will become its indirect controlling shareholder, with stock resuming trading on June 20, 2025 [10] - Guosen Securities received approval from the Shenzhen Stock Exchange for its acquisition of 96.08% of Wanhe Securities [10] Group 8 - Zhongsheng Pharmaceutical completed the first participant enrollment for its Phase III clinical trial of the innovative drug RAY1225 for obesity [11] - Yuncong Technology stated that its multi-modal AI technology for live detection can be applied to stablecoin wallet scenarios [12]

Focus Events - Guosen Securities has received approval from the Shenzhen Stock Exchange for the acquisition of 96.08% of Wanhe Securities, marking the third broker merger project approved since last year, pending further approval from the CSRC [1] - The People's Bank of China is set to announce the June Loan Prime Rate (LPR), with the current 1-year LPR at 3% and the 5-year LPR at 3.5% [1] Macro News - He Lifeng, a member of the Political Bureau of the CPC Central Committee, stated at the Qingdao Summit that China is an ideal, safe, and effective investment destination for multinational companies due to its vast domestic market and complete industrial system [1] Industry Dynamics - Three departments have mandated that car manufacturers must not engage in exaggerated or false advertising and must uphold product quality, emphasizing long-term responsibility and avoiding short-term cost-cutting measures [4] - The Chinese photovoltaic industry is expected to see a significant production cut of 10% to 15% in the third quarter as part of a "production limit to maintain prices" strategy [6] - The Ministry of Commerce announced it will expedite the review of rare earth export license applications to maintain global supply chain stability [6] Company Focus - Suning.com plans to sell four Carrefour subsidiaries for a total of 4 yuan, which is expected to increase the company's net profit by approximately 572 million yuan [9] - CATL intends to use up to 4.5 billion yuan of idle fundraising for cash management in safe, liquid deposit products [9] - Xiaomi has invested 635 million yuan to acquire 728 acres of industrial land in Beijing for the construction of a new energy intelligent connected vehicle manufacturing project [9][10] - Jinzongzi Wine clarified that it is not exiting the liquor industry, but is standardizing its business scope in compliance with regulatory requirements [11] - Konda New Materials plans to acquire at least 51% of Chengdu Zhongke Huamei Electronics to expand into the semiconductor integrated circuit sector [11] - Online and Offline announced a potential change in control, leading to a temporary suspension of its stock [12] - Taiji Co. announced that the Hubei State-owned Assets Supervision and Administration Commission has become the controlling shareholder, with stock resuming trading [13][14] - Zhongyan Chemical plans to agree to a capital reduction for Zhongyan Alkali Industry, which is expected to constitute a major asset restructuring [15] - Lianchuang Optoelectronics reported strong demand for drone countermeasures in the Middle East and is actively engaging with potential local clients [15] - Shengnuo Bio expects a net profit increase of 253.54% to 332.10% for the first half of 2025, driven by strong performance in its peptide raw material business [16] - *ST Gongzhi's stock will resume trading and enter a delisting preparation period, with the last trading date expected to be July 10, 2025 [17]

Group 1 - Shengnuo Bio expects a net profit attributable to shareholders of 77.03 million to 94.14 million yuan for the first half of 2025, representing a year-on-year increase of 253.54% to 332.10% [1] - The significant growth in Shengnuo Bio's performance is primarily attributed to the strong performance of its peptide raw material business, which is closely related to GLP-1 formulations [1] Group 2 - Shanghai Laishi has completed the acquisition of 100% equity in Nanyue Bio for 4.2 billion yuan, with an additional contingent payment of 50 million yuan if the company processes 305 tons of plasma by 2025 [2] - The completion of the acquisition and registration marks a significant step forward in Shanghai Laishi's "plasma expansion" strategy, although it is expected to add substantial goodwill, raising concerns about future impairment risks [2] Group 3 - Beijing Saisheng Pharmaceutical has signed a new drug technology transfer agreement with its affiliate, transferring technology related to the NeoAB33 new drug project for a total of 20 million yuan [3] - The transfer may optimize the asset structure of Huada Protein, which reported a loss of 8.3 million yuan in 2024, while Saisheng Pharmaceutical reported a net profit of 39.97 million yuan in the first quarter of 2025, indicating its financial capability to advance research and development [3] Group 4 - Eli Lilly's reversible BTK inhibitor, Pirtobrutinib, has had its new indication application accepted for review in China, targeting patients with chronic lymphocytic leukemia/small lymphocytic lymphoma who have previously received BTK inhibitor treatment [4] - If approved, Pirtobrutinib will provide a new treatment option for patients who have failed previous covalent BTK inhibitor therapies, further solidifying its market position in the treatment of B-cell malignancies [4] Group 5 - Innovent Biologics' CLDN-18.2 ADC product, IBI343, is proposed to be included as a breakthrough therapy for locally advanced or metastatic pancreatic cancer expressing CLDN 18.2, after at least two systemic treatments [5] - As the first CLDN18.2 ADC to achieve a breakthrough in pancreatic cancer, IBI343 is expected to fill a gap in second-line and later treatments, providing new options for patients [5]