登录新浪财经APP 搜索【信披】查看更多考评等级 A股代码：688235 A股简称：百济神州 公告编号：2025-016 港股代码：06160 港股简称：百济神州 美股代码：ONC 百济神州有限公司 关于召开2024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： 1、会议召开时间：2025年4月29日（星期二）上午09:00-10:00 2、会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 3、会议召开方式：上证路演中心网络互动 二、说明会召开的时间、地点 1、会议召开时间：2025年4月29日（星期二）上午09:00-10:00 2、会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 3、会议召开方式：上证路演中心网络互动 三、参加人员 参加此次说明会人员包括： 总裁、首席运营官兼中国区总经理：吴晓滨博士； 全球研发负责人：汪来博士； 4、投资者可于2025年4月22 ...

Group 1 - The core index of the China Securities Hong Kong Technology Index reflects the overall performance of leading technology companies listed in Hong Kong, selected based on market capitalization, R&D investment, and revenue growth [1][2] - The China Securities Hong Kong Technology Index has seen a decline of 15.90% over the past month, an increase of 13.74% over the past three months, and a year-to-date increase of 13.70% [1] - The top ten holdings of the index include Xiaomi Group-W (12.3%), Alibaba-W (11.35%), Tencent Holdings (9.92%), BYD Company (8.16%), Meituan-W (7.21%), JD Group-SW (6.39%), NetEase-S (5.66%), Baidu Group-SW (4.24%), SMIC (4.0%), and BeiGene (3.22%) [1] Group 2 - The industry composition of the index shows that consumer discretionary accounts for 41.51%, communication services for 23.64%, information technology for 22.87%, healthcare for 11.57%, and industrials for 0.41% [2] - The sample of the China Securities Hong Kong Technology Index is adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Public funds tracking the Hong Kong technology sector include the Southern China Securities Hong Kong Technology ETF and the China Merchants China Securities Hong Kong Technology ETF [3]

A 股代码：688235 A 股简称：百济神州 公告编号：2025-016 港股代码：06160 港股简称：百济神州 美股代码：ONC 百济神州有限公司 关于召开 2024 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。 4、投资者可于 2025 年 4 月 22 日（星期二）至 4 月 28 日（星期 一）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 ir@beigene.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。 百济神州有限公司（以下简称"公司"）将于 2025 年 4 月 29 日 发布公司 2024 年度报告，为便于广大投资者更全面深入地了解公司 2024 年度经营成果、财务状况，公司计划于 2025 年 4 月 29 日（星 期二）上午 09:00-10:00 举行 2024 年度业绩说明会，就投资者关心的 问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2024 年度 的经营成果及财务指标的具体情况 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [3][5]. Core Insights - The company has established itself as a global leader in innovative drug development, particularly in oncology, and is experiencing a pivotal operational turnaround [1][14]. - The company is leveraging its leading position in hematological malignancies with its flagship product, Zebutini, which has achieved significant market share in the U.S. [1][3]. - The company is expanding its pipeline with a focus on various cancer types, aiming to enter clinical research for 13 new molecular entities (NMEs) in 2024 [2][28]. Financial Performance - The company’s revenue is projected to grow significantly, with estimates of 27.21 billion yuan in 2024, 36.66 billion yuan in 2025, and 46.04 billion yuan in 2026, reflecting year-on-year growth rates of 56.2%, 34.7%, and 25.6% respectively [3][4]. - The company has shown a continuous improvement in profitability, with expectations of achieving positive GAAP operating profit by 2025 [2][3]. - The revenue from Zebutini is expected to reach 2.644 billion USD in 2024, representing a year-on-year increase of 105% [25]. Product Pipeline and Development - The company is advancing multiple products in its pipeline, including Sonrotoclax and BTK CDAC, with significant clinical milestones expected in 2025 [2][28]. - The company has a diverse range of drug forms and is exploring various molecular types for high-incidence cancers, including breast cancer and lung cancer [2][28]. - The company has established a robust global commercialization capability, having successfully launched its products in multiple markets [3][5]. Market Position - The company is recognized as the first biotech firm to be listed on NASDAQ, Hong Kong Stock Exchange, and Shanghai Stock Exchange, highlighting its global presence [1][14]. - The company’s strategic partnerships with leading global firms enhance its market position and development capabilities [15][20].

Investment Rating - The report initiates coverage with a "Buy" rating for the company [3][5]. Core Insights - The company has established itself as a global leader in innovative drug development, particularly in oncology, with a focus on blood cancers and solid tumors. It has achieved significant milestones, including the approval of its first original drug in the U.S. and listing on multiple stock exchanges [1][14]. - The company is expected to reach a turning point in its operations, with projected revenues of $4.9 billion to $5.3 billion in 2025 and a positive GAAP operating profit anticipated for the same year [2][3]. Financial Projections - Revenue forecasts for 2024-2026 are estimated at 27.21 billion yuan, 36.66 billion yuan, and 46.04 billion yuan, respectively, with year-on-year growth rates of 56.2%, 34.7%, and 25.6% [3][4]. - The company is expected to achieve a positive net profit of 3.33 billion yuan by 2026, following a significant reduction in losses in the preceding years [4][30]. Product Pipeline and Market Position - The company has a robust pipeline with 13 new molecular entities (NMEs) expected to enter clinical trials in 2024, focusing on high-incidence cancers such as breast cancer and lung cancer [2][28]. - Key products include Zebutinib, which has become the leading BTK inhibitor in the U.S. CLL market, and Tislelizumab, which is advancing in global commercialization [1][2]. Market Dynamics - The company has demonstrated strong global commercialization capabilities, with a significant portion of its revenue derived from the U.S. market, which accounted for 52% of total product sales in 2024 [25]. - The report highlights the company's strategic focus on developing best-in-class therapies and expanding its market presence through innovative drug development and partnerships with leading global firms [1][20].

Core Viewpoint - The China Ocean Medical Care Theme Stock A has experienced a decline of 0.85% on April 17, with a net value of 1.05 yuan, marking a cumulative drop of 1.95% over three consecutive trading days [1] Group 1: Fund Performance - The fund was established in March 2012 with a total size of 564 million yuan and has achieved a cumulative return of 165.78% since inception [1] - As of the end of 2024, the top ten holdings of the fund account for a total of 59.15% of the portfolio [2] Group 2: Holder Structure - As of the end of 2024, institutional investors hold 5.9 million shares, representing 10.54% of the total shares, while individual investors hold 49.8 million shares, accounting for 89.46% of the total [1] Group 3: Fund Management - The current fund manager, Ms. Liang Jingjing, has a master's degree in pharmaceutical chemistry from Peking University and has held various research positions in the pharmaceutical sector before becoming the fund manager [1]

承董事會命 百濟神州有限公司 主席 歐雷強先生 香港，2025年4月17日 於本公告日期，本公司董事會包括主席兼執行董事歐雷強先生、非執行董事王 曉東博士，以及獨立非執行董事Olivier Brandicourt博士、Margaret Han Dugan 博士、Michael Goller先生、Anthony C. Hooper先生、Ranjeev Krishana先生、 Alessandro Riva博士、Corazon (Corsee) D. Sanders博士、Shalini Sharp女士及易 清清先生。 百濟神州有限公司（「本公司」）謹此公佈，本公司將於2025年5月7日（星期三）（即 香港聯交所交易時間之後）報告其根據美國公認會計原則及美國證券交易委員會 適用規則編製的截至2025年3月31日止第一季度的未經審核財務業績。本公司董 事會審計委員會將於2025年5月7日（香港時間）審閱及批准2025年第一季度的財 務業績。 財務業績發佈後，本公司將於美國東部時間2025年5月7日（星期三）上午八時正 （即香港時間2025年5月7日（星期三）下午八時正）舉行電話會議。 電話會議將以網路直播方式進行，網 ...

A股代码：688235 A股简称：百济神州 公告编号：2025-015 港股代码：06160 港股简称：百济神州 美股代码：ONC 百济神州有限公司 公司管理团队将于美国东部时间 2025 年 5 月 7 日（星期三）上午 8 时（即北京时间 2025 年 5 月 7 日（星期三）晚上 8 时）举行业绩电话会 议。 电话会议将进行网络直播，网络直播链接可从公司网站的投资者关 系页面访问，网址为 http://ir.beigene.com/、https://hkexir.beigene.com/ https://sseir.beigene.com/。为确保及时连接，建议参会人至少在预定的网 络直播前 15 分钟进行注册。公司网站将提供业绩电话会议网络直播的 存档回放。公司股东也可参考公司在业绩电话会议后提交的投资者关系 活动记录表了解业绩电话会议主要内容。 1 特此公告。 百济神州有限公司董事会 2025 年 4 月 18 日 2 自愿披露关于公司举行业绩电话会议的公告 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。 百济 ...

Group 1 - The core viewpoint of the news is that BeiGene's stock has experienced a decline, with a closing price of 240.56 yuan, down 3.26%, and a market capitalization of 336.99 billion yuan [1] - As of September 30, 2024, the number of shareholders in BeiGene is 33,458, a decrease of 4,146 from the previous period, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] - BeiGene is a global biotechnology company focused on the research, development, production, and commercialization of innovative drugs, with key products including BRUKINSA (a BTK inhibitor), anti-PD-1 monoclonal antibody, and Pamiparib [1] Group 2 - The latest financial results for the third quarter of 2024 show that BeiGene achieved a revenue of 19.136 billion yuan, representing a year-on-year increase of 48.63%, while the net profit was -3.686694 million yuan, a year-on-year change of 4.94%, with a gross margin of 83.94% [1] - In comparison to industry averages, BeiGene's price-to-earnings (PE) ratio (TTM) is -67.69, and its price-to-book (PB) ratio is 13.94, with a total market value of 336.99 billion yuan [2] - The industry average PE ratio is 40.40, and the industry median is 35.49, indicating that BeiGene's valuation metrics are significantly lower than the industry averages [2]

Core Viewpoint - The recent performance of the Zhongyin Innovation Medical Mixed A fund shows a decline in net value but strong returns over various time frames, indicating potential resilience in the healthcare investment sector [1]. Fund Performance Summary - The latest net value of Zhongyin Innovation Medical Mixed A is 1.5786 yuan, down by 2.81% - The fund's one-month return is 13.30%, ranking 7 out of 4623 in its category - The three-month return stands at 38.74%, ranking 14 out of 4566 - Year-to-date return is 31.19%, ranking 24 out of 4559 [1]. Holdings Summary - The top ten stock holdings of Zhongyin Innovation Medical Mixed A account for a total of 70.60%, with the following key positions: - Heng Rui Pharmaceutical: 9.81% - Xinda Bio: 8.55% - Huaneng Pharmaceutical: 8.41% - Kangfang Biotech: 8.35% - Kangnuo Ya-B: 8.32% - Kelun Botai: 7.87% - BeiGene-U: 6.24% - Rongchang Bio: 5.96% - Hansoh Pharmaceutical: 3.98% - Xin Nuo Wei: 3.11% [1]. Fund Manager Background - Zheng Ning, the fund manager, has a master's degree and extensive experience in the investment sector, having previously worked at Taikang Asset Management and Zhonggeng Fund Management - Zheng joined Zhongyin Fund Management in 2022 and has managed multiple funds since then, including the Zhongyin Innovation Medical Mixed Fund [2].