上海君实生物医药科技股份有限公司 2025 年度"提质增效重回报"行动方案的 半年度评估报告 为进一步履行社会责任，全方位推动公司经营的持续优化与升级，上海君实 生物医药科技股份有限公司（以下简称"公司"）结合自身发展战略和经营情况， 制定了《上海君实生物医药科技股份有限公司 2025 年度"提质增效重回报"行 动方案》（以下简称"2025 年行动方案"或"本方案"），详细情况参见公司已于 2025 年 3 月 28 日披露于上海证券交易所网站（www.sse.com.cn）的公告。2025 年上半年，公司切实履行并持续评估 2025 年行动方案的具体举措，现将 2025 年行动方案在 2025 年半年度（以下简称"报告期"）内的实施和效果评估情况报 告如下： 一、提升经营效率，加强合规建设，促进高质量发展 公司具备完整的从创新药物的发现和开发、在全球范围内的临床研究、大规 模生产到商业化的全产业链能力，旨在成为立足中国、布局全球的创新医药公司。 公司坚持质量为本、求真务实、诚信合规、追求卓越的企业价值观，致力于通过 源头创新以及合作开发等形式来研发 first-in-class（同类首创）或 best-in ...

Group 1 - The core viewpoint of the article highlights that Junshi Biosciences reported a revenue of 1.168 billion yuan for the first half of 2025, representing a year-on-year growth of 48.64% [1] - The net loss attributable to shareholders of the listed company was 413 million yuan, an improvement from a net loss of 645 million yuan in the same period last year [1] - Research and development expenses accounted for 60.39% of the revenue, which is a decrease of 9.12 percentage points compared to the previous year [1]

| 指数 | 最新 | 涨跌幅 | | --- | --- | --- | | 相生指数 | 25524.92 | -1.18% | | 国企指数 | 9148.66 | -1.07% | | 红筹指数 | 4343.85 | -1.02% | 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经AI快讯：北京时间8月26日16:00，恒生指数收盘下跌304.99点，跌幅为1.18%，报收25524.92点；国 企指数收盘下跌99.34点，跌幅为1.07%，报收9148.66点；红筹指数收盘下跌44.65点，跌幅为1.02%，报 收4343.85点。南向资金当日净流入165.73亿港元。东方甄选跌超11%，蔚来、君实生物跌超6%，中兴 通讯跌近6%，碧桂园跌超5%；中国黄金国际涨超10%，灵宝黄金涨超9%。 （记者 胡玲） ...

Group 1 - The core viewpoint of the article highlights a significant decline in Hong Kong's biopharmaceutical stocks, with notable drops in several companies [2] Group 2 - Junshi Biosciences and Kelun Pharmaceutical both experienced declines exceeding 7% [2] - Innovent Biologics saw a drop of over 4% [2] - WuXi AppTec, Tigermed, and CanSino Biologics all fell by more than 3% [2]

Company Overview - Junshi Biosciences has seen a stock price increase of 71.24% year-to-date, with a recent decline of 0.55% over the last five trading days, a 17.91% increase over the last 20 days, and a 43.96% increase over the last 60 days [2] - The company specializes in the research and commercialization of monoclonal antibody drugs and other therapeutic protein drugs, with its main revenue sources being drug sales (84.18%), technology licensing and royalties (12.08%), and other income (3.73%) [2] - As of March 31, 2025, Junshi Biosciences reported a revenue of 5.01 billion yuan, representing a year-on-year growth of 31.46%, while the net profit attributable to shareholders was -2.35 billion yuan, showing a year-on-year increase of 17.01% [2] Market Performance - As of August 25, Junshi Biosciences' stock was trading at 46.80 yuan per share, with a market capitalization of 48.049 billion yuan [1] - The trading volume on August 25 was 2.19 billion yuan, with a turnover rate of 0.62% [1] - The net outflow of main funds was 850,700 yuan, with large orders accounting for 30.05% of purchases and 31.65% of sales [1] Shareholder Structure - As of March 31, 2025, the top ten circulating shareholders included Huaxia SSE Sci-Tech Innovation Board 50 ETF, which held 30.2534 million shares, a decrease of 5.0506 million shares from the previous period [3] - E Fund SSE Sci-Tech Innovation Board 50 ETF held 21.5833 million shares, down by 869,200 shares compared to the previous period [3] - Hong Kong Central Clearing Limited increased its holdings to 14.9956 million shares, an increase of 1.5278 million shares from the previous period [3]

Group 1 - The core viewpoint of the news highlights the trading performance and financing activities of Junshi Biosciences, indicating a significant level of trading activity and high financing balance [1] - On August 22, Junshi Biosciences experienced a stock price increase of 1.10%, with a total transaction amount of 683 million yuan, and a net financing purchase of 17.69 million yuan [1] - The total financing and securities lending balance for Junshi Biosciences reached 1.273 billion yuan, with the financing balance accounting for 3.60% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - Junshi Biosciences, established on December 27, 2012, focuses on the research and commercialization of monoclonal antibody drugs, with 84.18% of its revenue coming from drug sales [2] - For the first quarter of 2025, Junshi Biosciences reported an operating income of 501 million yuan, representing a year-on-year growth of 31.46%, while the net profit attributable to shareholders was -235 million yuan, showing a year-on-year increase of 17.01% [2] - As of March 31, 2025, the number of shareholders of Junshi Biosciences was 29,400, with a slight increase of 0.24% compared to the previous period [2] Group 3 - As of March 31, 2025, among the top ten circulating shareholders of Junshi Biosciences, the Huaxia SSE STAR 50 ETF held 30.25 million shares, a decrease of 5.05 million shares from the previous period [3] - The E Fund SSE STAR 50 ETF held 21.58 million shares, down by 869,200 shares compared to the previous period [3] - Hong Kong Central Clearing Limited increased its holdings to 14.99 million shares, an increase of 152,780 shares from the previous period [3]

Group 1 - The core point of the article highlights that Junshi Biosciences has seen a net financing inflow of 49.2165 million yuan last week, ranking 286th in the two markets [1] - The company had a total financing purchase amount of 498 million yuan and repayment amount of 449 million yuan last week [1] - Junshi Biosciences operates in various concept sectors including biopharmaceuticals, Shanghai sector, FTSE Russell, MSCI China, and innovative drugs [1] Group 2 - Over the past five days, the main capital inflow for Junshi Biosciences was 46.6941 million yuan, with a price increase of 1.0% [1] - In the last ten days, the main capital outflow was 143 million yuan, with a price decrease of 1.54% [1] - Junshi Biosciences, established in 2012 and located in Shanghai, has a registered capital of approximately 985.69 million yuan and a paid-in capital of 14.7 million yuan [1] Group 3 - The company has made investments in 40 enterprises and participated in 40 bidding projects [1] - Junshi Biosciences holds 151 trademark registrations and 115 patent registrations, along with 141 administrative licenses [1]

最近三个交易日，19日-21日，君实生物分别获融资买入1.21亿元、0.73亿元、0.79亿元。 8月21日，沪深两融数据显示，君实生物获融资买入额0.79亿元，居两市第358位，当日融资偿还额0.76 亿元，净买入334.43万元。 作者：智投君 融券方面，当日融券卖出0.81万股，净卖出0.63万股。 本文源自：金融界 ...

Core Viewpoint - Junshi Biosciences aims to establish itself as a global innovative pharmaceutical company with a complete industry chain capability from drug discovery to commercialization, focusing on quality and innovation [2][3]. Company Overview - Junshi Biosciences, founded on December 27, 2012, and listed on July 15, 2020, specializes in the research and commercialization of monoclonal antibodies and therapeutic proteins [7]. - The company's main revenue sources include drug sales (84.18%), technology licensing (12.08%), and other income (3.73%) [7]. Product Development - The company has developed a significant product portfolio, including the first domestically approved PD-1 monoclonal antibody, Toripalimab, which has received approval for 11 indications in mainland China and is also approved in multiple countries including the US and EU [2]. - Junshi's Tifcemalimab is the first anti-tumor BTLA monoclonal antibody to enter clinical development, with ongoing Phase III trials and several combination studies with Toripalimab [2]. Vaccine Development - Junshi's subsidiary, JunTuo Biotech, is developing vaccines for monkeypox and Zika, currently in preclinical stages [3]. - The company has partnered with several institutions, including Peking University and the Chinese Academy of Sciences, to develop a recombinant protein vaccine for monkeypox [3]. Financial Performance - For the period from January to March 2025, Junshi Biosciences reported revenue of 5.01 billion yuan, a year-on-year increase of 31.46%, while the net profit attributable to shareholders was -235 million yuan, reflecting a 17.01% year-on-year growth [8]. Market Activity - On August 21, 2023, Junshi's stock rose by 1.18% with a trading volume of 8.11 billion yuan and a market capitalization of 46.571 billion yuan [1].

格隆汇8月21日｜昂利康、九典制药、康泰生物涨超6%，兴齐眼药涨超5%，君实生物、阳光诺和、荣 昌生物涨超3%。 | 代码 | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | | 002940 | 昂利康 | 6.59 | 106亿 | 301.09 | | 300705 | 九典制药 | 6.39 | 101亿 | 14.43 | | 300601 | 康泰生物 | 6.14 | 210亿 | 10.48 | | 300573 | 兴齐眼药 | 5.71 | 167亿 | 38.45 | | 600200 | *ST苏吴 | 5.49 | 6.82亿 | -89.70 | | 002424 | 贵州百灵 | 4.79 | 88.75亿 | 64.94 | | 430047 | 诺思兰德 | 3.94 | 80.25亿 | 153.77 | | 300147 | ST香雪 | 3.81 | 75.65亿 | 17.09 | | 688180 | 君实生物-し | 3.44 | 476亿 | 69.67 | | 688621 | 阳光诺 ...