本次高新技术企业认定系公司原证书有效期满后进行的重新认定。根据高新技 术企业认定管理办法及国家相关税收政策规定，公司自通过高新技术企业认定起连 续三年可享受国家税收优惠政策，即按 15%的税率缴纳企业所得税。该事项不影响 公司目前适用的企业所得税税收优惠政策，不会对公司经营业绩产生重大影响。 特此公告。 厦门特宝生物工程股份有限公司 董事会 2024 年 4 月 16 日 证券代码：688278 证券简称：特宝生物 公告编号：2024-016 厦门特宝生物工程股份有限公司 关于通过高新技术企业认定的自愿性披露公告 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。 厦门特宝生物工程股份有限公司（以下简称"公司"）于近日收到由厦门市科 学技术局、厦门市财政局、国家税务总局厦门市税务局联合颁发的《高新技术企业 证书》（证书编号为：GR202335100220），发证时间为 2023 年 11 月 22 日，证书 有效期为三年。 ...

Investment Rating - The investment rating for the company is "Outperform the Market" [2][7] Core Views - The company, TeBao Bio, has experienced rapid revenue growth driven by the continuous increase in sales of its core product, Pegasys, which generated revenue of 1.79 billion yuan in 2023, accounting for 85% of total revenue [5][6] - The company's net profit for 2023 reached 555 million yuan, reflecting a year-on-year increase of 93.5%, with a net profit margin of 26.5% [6][14] - The market for chronic hepatitis B treatment is expanding, with Pegasys being the only long-acting interferon drug available in China, indicating significant growth potential [6][9] Summary by Sections Financial Performance - In 2023, the company achieved an operating revenue of 2.1 billion yuan, a 37.6% increase from the previous year [8][14] - The gross profit margin improved to 93.3%, primarily due to the expiration of patent fees related to a partnership with JianKai Technology [6][14] - The company forecasts net profits of 751 million yuan, 1.05 billion yuan, and 1.44 billion yuan for 2024, 2025, and 2026, respectively [7][14] Product Pipeline - Pegasys is projected to continue its growth, with expected revenue increases of 38% annually from 2024 to 2026 [9][10] - Other long-acting recombinant protein products, including long-acting G-CSF and growth hormone, are entering the market, contributing to a second growth curve for the company [6][10] - The long-acting EPO product is expected to launch in 2025, with initial revenue projections of 20 million yuan [11][12] Market Position - The penetration rate of Pegasys among eligible chronic hepatitis B patients is currently only 6-10%, indicating substantial room for growth [9][10] - The company is well-positioned to benefit from favorable policies and industry trends aimed at increasing hepatitis B diagnosis and treatment rates in China [6][9]

证券代码：688278 证券简称：特宝生物 公告编号：2024-015 厦门特宝生物工程股份有限公司关于 参加 2023 年度生物制品专场集体业绩说明会的公告 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： 投资者可于 2024 年 4 月 12 日（星期五）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@amoytop.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。 厦门特宝生物工程股份有限公司（以下简称"公司"）已于 2024 年 3 月 29 日在上海证券交易所披露了公司 2023 年年度报告，为便于广大投资者更全面深 入地了解公司 2023 年度经营成果、财务状况和发展理念，公司参加了由上海证 券交易所主办的 2023 年度生物制品专场集体业绩说明会，此次活动将采用视频 和网络文字互动的方式举行，欢迎广大投资者积极参与。公司现就 2023 年度业 绩说明会提前向广大投资者征集相关问题，广泛听取投资者的意见和建议。 一、说明会类型 本次业绩说明会以 ...

证券代码：688278 证券简称：特宝生物 公告编号：2024-014 厦门特宝生物工程股份有限公司 关于召开 2023 年年度股东大会的通知 本公司董事会及全体董事保证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： 一、 召开会议的基本情况 （一） 股东大会类型和届次 2023 年年度股东大会 （四） 现场会议召开的日期、时间和地点 召开日期时间：2024 年 4 月 29 日 14 点 00 分 召开地点：厦门市海沧新阳工业区翁角路 330 号公司会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自 2024 年 4 月 29 日 至 2024 年 4 月 29 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互联 网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 （六） 融资融券、转融通、约定购回业务账户和沪股通投资者 ...

2024 年 04 月 04 日 公司研究 评级：买入 (维持 ) 研究所： [Table_Title] 公司 年业绩高速成长，创新产品持续兑现 2023 证券分析师： 周小刚 S0350521090002 zhouxg@ghzq.com.cn 联系人 ： 年庆功 S0350122030007 ——特宝生物（ ） 年年报点评报告 688278 2023 nianqg@ghzq.com.cn 最近一年走势 事件 : 2024年3月29日，特宝生物发布2023年年报：2023年公司营业收入 21.00亿元（yoy+37.55%），归母净利润5.55亿元（yoy+93.52%）， 扣非归母净利润5.79亿元（yoy+73.58%）。 投资要点 :  公司2023年业绩高速增长。 2023年公司营业收入21.00亿元 相对沪深300表现 2024/04/03 （yoy+37.55%），归母净利润5.55亿元（yoy+93.52%），扣非归 表现 1M 3M 12M 母净利润5.79亿元（yoy+73.58%）。2023年Q4公司营业收入6.41 特宝生物 8.2% 24.7% 47.6% 亿元（yoy+66.93% ...

国金证券股份有限公司 关于厦门特宝生物工程股份有限公司 首次公开发行股票并在科创板上市之持续督导保荐总结报告书 国金证券股份有限公司（以下简称"保荐机构"）作为厦门特宝生物工程股 份有限公司（以下简称"特宝生物"或"公司"）首次公开发行股票并在科创板 上市的保荐机构，根据《证券发行上市保荐业务管理办法》等有关规定，对特宝 生物首次公开发行股票并在科创板上市进行尽职推荐和持续督导，持续督导期限 自2020年1月17日至2023年12月31日。目前，持续督导期限已满，本保荐机构根 据《证券发行上市保荐业务管理办法》的有关规定对特宝生物出具保荐总结报告 书，具体情况如下： 一、保荐机构基本情况 | 项目 | 内容 | | --- | --- | | 保荐机构 | 国金证券股份有限公司 | | 注册地址 | 成都市青羊区东城根上街95号 | | 主要办公地址 | 上海市浦东新区芳甸路1088号紫竹国际大厦23楼 | | 法定代表人 | 冉云 | | 保荐代表人 | 邓晓艳、阮任群 | | 联系电话 | 021-68826021 | 二、发行人基本情况 | 项目 | 内容 | | --- | --- | | 发行人名称 ...

公司代码：688278 公司简称：特宝生物 厦门特宝生物工程股份有限公司 投资者关系活动记录表 ...

公 司 研 究 [Table_Reportdate] 2024年04月02日 [Table_invest] [特Tabl宝e_N生ewT物itle] （688278）：公司业绩超预期， 买入（维持） 公 派格宾新适应症值得期待 司 报告原因：业绩点评 简 ——公司简评报告 评 [table_main] [证Ta券b分le析_A师u thors] 投资要点 杜永宏 S0630522040001 dyh@longone.com.cn ➢ 公司业绩超预期，盈利能力持续增强。2023年，公司实现营业收入21.00亿元（+37.55%）、 医 证券分析师 归母净利润5.55亿元（+93.52%）、扣非净利润5.79亿元（+73.58%）。其中Q4单季实现收 药 伍可心 S0630522120001 生 wkx@longone.com.cn 入6.41亿元（+66.93%），归母净利润1.87亿元（+115.37%）。公司收入端随着核心产品派 联系人 格宾持续放量快速增长，利润端因毛利率的提升和费用率的下降实现高速增长。从期间费 物 付婷 用上看，销售费用率为40.41%，同比下降5.64pp；管理费用率为10.01%， ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported a significant increase in revenue and net profit for the fiscal year 2023, with revenue reaching 2.1 billion yuan, a year-on-year growth of 37.55%, and net profit attributable to shareholders at 555 million yuan, a year-on-year increase of 93.52% [1][2] - The company has shown strong operational efficiency with a gross margin of 93.33%, up by 4.42 percentage points year-on-year, and a net profit margin of 26.4%, which is an increase of 7.6 percentage points compared to the previous year [1] - The company is actively expanding its market share in the hepatitis B treatment sector, particularly with its product Peginterferon, which has been well-received in the market [1][2] Financial Performance Summary - For 2023, the company achieved a revenue of 2.1 billion yuan, with a year-on-year growth of 37.6% [3] - The projected revenues for 2024, 2025, and 2026 are 2.723 billion yuan, 3.537 billion yuan, and 4.379 billion yuan respectively, with expected growth rates of 29.6%, 29.9%, and 23.8% [2][3] - The net profit attributable to shareholders for 2024, 2025, and 2026 is projected to be 768 million yuan, 1.052 billion yuan, and 1.355 billion yuan, reflecting year-on-year growth rates of 38.3%, 37.0%, and 28.8% [2][3] - The company maintains a high gross margin, projected to increase to 94.6% in 2024 and 96.7% in 2026 [3][4] Market Position and Growth Potential - The company is positioned as a pioneer in the hepatitis B treatment market, with ongoing academic promotion plans that are expected to drive long-term growth [1][2] - The company has successfully completed Phase III clinical trials for its product and has submitted a marketing application to the National Medical Products Administration (NMPA) [1] - The expansion of the patient population for its hepatitis B treatment is expected to further enhance the company's market presence [1][2]

Investment Rating - The report assigns a "Recommended" rating for the company, marking the first coverage [1]. Core Insights - The company achieved a revenue of 2.1 billion in 2023, representing a year-on-year growth of 37.55%. The net profit attributable to shareholders was 555 million, up 93.52% year-on-year [1][12]. - The core product, Pegasys, saw a revenue of 1.79 billion, with a year-on-year growth of 54.18%, and a sales volume of 2.8467 million units, reflecting a growth of 46.68% [1][16]. - The company is focused on enhancing its R&D capabilities, with R&D investment reaching 280 million in 2023, a 34.96% increase year-on-year [1][19]. Summary by Sections Company Performance - In 2023, the company reported a total revenue of 2.1 billion, with a net profit of 555 million, and a significant increase in operating cash flow by 41.01% to 512 million [1][12]. - The gross margin for 2023 was 93.33%, an increase of 4.41 percentage points year-on-year, while the net margin rose to 26.45%, up 7.65 percentage points [12][16]. Product Development - Pegasys remains the company's core product, accounting for 85.24% of total revenue in 2023, with a gross profit contribution of 87.24% [16][27]. - The company is advancing its clinical trials for new indications, with the registration application for chronic hepatitis B treatment recently accepted [1][27]. Financial Forecast - The company expects revenues of 2.827 billion, 3.670 billion, and 4.584 billion for 2024, 2025, and 2026, respectively, with corresponding net profits of 760 million, 1.025 billion, and 1.311 billion [29][31]. - The projected growth rates for revenue are 35%, 30%, and 25% for the years 2024 to 2026 [31]. Valuation Analysis - The current stock price corresponds to a PE ratio of 33, 25, and 19 for the years 2024 to 2026, indicating a favorable valuation compared to peers [29][31]. - The report suggests a valuation premium due to the company's leading position in the hepatitis B treatment market and the low penetration rate of Pegasys [29][31].