证券代码：688276 证券简称：百克生物 公告编号：2026-001 长春百克生物科技股份公司 2025 年年度业绩预亏公告 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。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 1、经财务部门初步测算，长春百克生物科技股份公司（以下简称"公司"） 预计 2025 年年度实现归属于母公司所有者的净利润-22,000.00 万元到-28,000.00 万元，与上年同期（法定披露数据）相比，将出现亏损，减少 45,209.38 万元到 51,209.38 万元，同比减少 194.79%到 220.64%。 2、预计 2025 年年度实现归属于母公司所有者扣除非经常性损益后的净利润 -24,000.00 万元到-30,000.00 万元，与上年同期（法定披露数据）相比，将减少 46,981.04 万元到 52,981.04 万元，同比减少 204.43%到 230.54%。 （三）公司本次业绩预告相关财务 ...

百克生物公告，预计2025年年度实现归属于母公司所有者的净利润亏损2.2亿元到2.8亿元，与上年同期 相比，减少4.52亿元到5.12亿元，同比减少194.79%到220.64%。预计2025年年度实现归属于母公司所有 者扣除非经常性损益后的净利润亏损2.4亿元到3亿元，与上年同期相比，减少4.7亿元到5.3亿元，同比 减少204.43%到230.54%。报告期内，受行业竞争加剧、民众接种意愿不足、新生儿出生率下降等多重 因素影响，公司经营环境面临阶段性挑战，2025年度净利润亏损。 ...

此次百克生物的调价并非突发，而是其市场策略调整的延续。公开信息显示，早在2025年上半年，公司 就已通过惠民活动推出3—8折的折扣政策，彼时部分产品实际售价已显著偏离官方定价。而此次针对江 西省的官方调价，标志着其降价策略正式从阶段性促销转向常态化定价调整。 百克生物向《华夏时报》记者进一步解释，此次价格调整的核心目标，是通过建立更可持续的定价机 制，切实减轻大众尤其是中老年群体的接种经济负担，从而推动疫苗更广泛地覆盖目标人群，同时提升 疫苗可及性与渗透率，激活潜在市场需求。 本报（chinatimes.net.cn）记者王瑜 于娜 北京报道 年末，国产疫苗市场迎来重磅调价。 近日，江西省疾控中心发布公示显示，长春百克生物科技股份公司（下称"百克生物"，688276.SH）正 式递交调价函，将其核心产品——带状疱疹减毒活疫苗（规格：0.5ml，商品名：感维）的采购价（含 配送费）从原1375元/支大幅下调至464元/支，单支降价911元，降幅接近70%。 百克生物董秘办在接受《华夏时报》记者采访时明确表示："此次调价将切实降低民众接种成本，有助 于提升该疫苗在我国的可及性和渗透率，并进一步激发市场需求的释放。 ...

Core Viewpoint - The company is developing an Alzheimer's disease therapeutic vaccine targeting Aβ and Tau proteins, aiming to induce the body to produce antibodies to clear pathological Aβ and Tau proteins in the brain, thereby slowing disease progression. The project is currently in the preclinical research stage [2]. Group 1 - The therapeutic vaccine is designed based on internationally recognized antigens targeting Aβ and Tau proteins [2]. - The goal of the vaccine is to stimulate the immune system to produce antibodies against Aβ and Tau [2]. - The project is still in the preclinical research phase, indicating it has not yet entered clinical trials [2].

Group 1 - The core point of the news is that Baike Bio's stock price increased by 5.03% to 20.47 CNY per share, with a total market capitalization of 8.468 billion CNY as of the report date [1] - Baike Bio, established on March 4, 2004, specializes in the research, production, and sales of human vaccines, with its main revenue sources being varicella vaccine (116.82%) and influenza vaccine (6.07%) [1] Group 2 - According to fund holdings, the Jin Ying Fund has a significant position in Baike Bio, with the Jin Ying Xin Rui Mixed A Fund (003502) holding 3,137 shares, unchanged from the previous period, representing 0.05% of the fund's net value [2] - The Jin Ying Xin Rui Mixed A Fund was established on December 6, 2016, with a current size of 57.569 million CNY, and has generated a year-to-date return of 0.38% [2] Group 3 - The fund managers of Jin Ying Xin Rui Mixed A are Ni Chao and Long Yuefang, with Ni Chao having a tenure of 10 years and 215 days, managing assets totaling 3.184 billion CNY, and achieving a best return of 156.51% during his tenure [3] - Long Yuefang has a tenure of 8 years and 125 days, managing assets of 9.607 billion CNY, with a best return of 41.61% during his tenure [3]

Group 1 - The flu epidemic in China is at a high level, primarily driven by the H3N2 strain, with increased transmission risk due to upcoming population movements during the New Year holiday [1] - Demand for antiviral and symptomatic medications has surged, with a reported over 500% increase in flu-related drug purchases on Alibaba Health and over 100% increase in orders for traditional Chinese medicine on Meituan [1] - The pharmaceutical industry is responding effectively across the supply chain, from vaccine production to drug distribution, indicating a well-coordinated effort to manage the public health challenge [1][2] Group 2 - Vaccine companies are ramping up production, with Hualan Vaccine reporting 55 batches of flu vaccine issued since November, reflecting increased public willingness to get vaccinated [2] - Diagnostic companies like Dian Diagnostics and Kingmed Diagnostics are seeing increased business, supporting the trend of testing before treatment, which enhances rational drug use [2] - The treatment landscape is diversifying, with both chemical and traditional Chinese medicines being utilized, indicating a shift in market dynamics [3][5] Group 3 - Traditional Chinese medicine is gaining traction, with companies like China Resources Sanjiu and Kangyuan Pharmaceutical seeing strong growth in their antiviral product lines [5] - The distribution sector is crucial, with companies like Yiyigou ensuring rapid delivery of essential medications during peak demand periods [5] - The clinical relevance of traditional Chinese medicine is increasing, supported by government policies that endorse its use in flu treatment, leading to a rise in evidence-based research [6][9] Group 4 - Companies are focusing on clinical research to validate the efficacy of traditional Chinese medicines, with Kangyuan Pharmaceutical conducting head-to-head trials against conventional drugs [7][9] - The competitive landscape in the respiratory system traditional Chinese medicine market is diverse, with companies like China Resources Sanjiu and Yiling Pharmaceutical leveraging brand strength and market recognition [9] - As the industry moves towards evidence-based medicine, companies with strong research capabilities and clinical data are likely to capture more market opportunities [9]

Core Viewpoint - The price of the domestic varicella-zoster vaccine is being gradually reduced, with a significant price drop of over 66% from 1375 yuan to 464 yuan per dose, which may impact the company's revenue and market dynamics [1][2]. Group 1: Vaccine Pricing and Market Dynamics - Changchun Baike Biological Technology Co., Ltd. has adjusted the price of its varicella-zoster vaccine, reflecting a broader trend of price reductions in the industry to enhance public awareness and accessibility [1]. - The company has previously implemented discount pricing strategies, leading to reduced revenue and increased pressure on its financial performance [1][2]. - The global market features four varicella-zoster vaccines, with only two available in China, indicating a competitive landscape that may influence pricing strategies [1][9]. Group 2: Industry Challenges and Opportunities - The vaccine industry faces challenges such as competition, vaccine hesitancy, and consumer confidence, but long-term growth potential remains due to the low market penetration compared to developed countries [2]. - Public awareness of varicella-zoster disease is low, with a significant portion of the population unaware of the disease, which affects vaccination rates [4][5]. - A study indicated that the vaccination rate among adults aged 40 and older in China is only 0.79%, highlighting a significant opportunity for growth in the market [5]. Group 3: Financial Performance and Sales Trends - In 2023, the company produced 1.3512 million doses of the varicella-zoster vaccine, generating 880 million yuan in revenue, which was a key driver for a 70.3% increase in overall revenue [5]. - However, in 2024, revenue from the vaccine is projected to decline by 71.54% to 251 million yuan, with a significant drop in sales volume and an increase in inventory [5][6]. - The company's financial performance has shown a downward trend, with a 32.64% decrease in revenue and a 53.67% drop in net profit in 2024 compared to the previous year [6][7]. Group 4: Competitive Landscape and Future Strategies - The varicella-zoster vaccine market is becoming increasingly competitive, with GSK's vaccine still holding a significant market share despite a decrease in production [9][10]. - The company plans to enhance vaccine accessibility by integrating vaccination services with clinical medical systems and correcting public misconceptions about the disease [10]. - Baike Biological is also focusing on other vaccine projects, with ongoing clinical trials and new product developments aimed at diversifying its portfolio and improving market position [10].

证券日报网讯12月25日，百克生物发布公告称，因朱绍辉工作调整，中信证券委派范新亮接替其担任持 续督导保荐代表人，与王晨晨共同履职，督导期延续至募集资金使用完毕。 ...

Core Viewpoint - The price reduction of the varicella-zoster vaccine by Baike Biotech has drawn public attention, with the procurement price dropping from 1375 yuan to 464 yuan, a decrease of approximately 66% [1][4]. Group 1: Vaccine Pricing and Market Dynamics - Baike Biotech's varicella-zoster vaccine, which is a live attenuated vaccine, has seen its price significantly reduced, making it more accessible compared to the imported vaccine "Shingrix," which is priced around 1650 yuan even with promotional offers [4][5]. - The imported vaccine "Shingrix" has been offering a "buy one get one free" promotion since Q2 2023, but the total cost remains high compared to the newly priced domestic vaccine [5][10]. - The price reduction aims to enhance vaccination rates among the elderly population, who have shown low willingness to get vaccinated due to high costs and lack of awareness about the disease [7][8]. Group 2: Market Potential and Industry Challenges - The varicella-zoster vaccine market in China is still in its early stages, with only two vaccines currently available: the imported "Shingrix" and Baike Biotech's domestic vaccine [4][10]. - Despite the price drop, Baike Biotech reported a significant decline in revenue, with a 53.8% year-on-year decrease in revenue to 470 million yuan and a net loss of 160 million yuan in the first three quarters of the year [10][11]. - The company is focusing on increasing public awareness and accessibility of the vaccine through promotional activities and partnerships with healthcare providers to improve market penetration [11].

证券代码：688276 证券简称：百克生物 公告编号：2025-045 公司董事会对朱绍辉先生在公司首次公开发行股票并在科创板上市及持续 督导期间做出的贡献表示衷心的感谢！ 特此公告。 长春百克生物科技股份公司董事会 2025 年 12 月 26 日 1 长春百克生物科技股份公司 关于更换持续督导保荐代表人的公告 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。 长春百克生物科技股份公司（以下简称"公司"或"百克生物"）于近日收 到中信证券股份有限公司（以下简称"中信证券"或"保荐机构"）出具的《关 于更换保荐代表人的函》。原保荐代表人朱绍辉先生因工作调整，不再继续担任 公司持续督导的保荐代表人。为保证公司持续督导工作的有序进行，中信证券现 委派范新亮先生（简历附后）接替朱绍辉先生担任公司持续督导的保荐代表人， 继续履行持续督导职责。 本次保荐代表人变更后，公司首发上市项目持续督导期间的保荐代表人为王 晨晨先生、范新亮先生。公司首次公开发行股票的持续督导期已于 2024 年 12 月 31 日届满，由于公司募集资金尚未使用完 ...