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微芯生物(688321):中国原创新药先驱者 业绩+突破性创新进入加速兑现期
Xin Lang Cai Jing· 2025-08-17 12:34
Core Viewpoint - The company is experiencing a turning point in performance due to the significant sales growth of innovative drugs, including Sidabenan (Aipush) and Siglitazone (Shuangluoping), which are addressing clinical needs and differentiating in the market [1][2]. Group 1: Financial Performance - The company achieved a revenue of 660 million yuan in 2024, representing a 26% year-on-year increase, driven by the substantial sales growth of Sidabenan and Siglitazone [1]. - The company's expenses amounted to 640 million yuan, with the expense-to-revenue ratio decreasing by 28% [1]. - Operating cash flow turned positive with a net inflow of 76.13 million yuan, marking a 148% year-on-year increase [1]. - As of the end of the period, the company had cash and cash equivalents totaling 470 million yuan and net assets of 1.58 billion yuan [1]. - For the first half of 2025, the company anticipates revenue of approximately 410 million yuan, an increase of 110 million yuan (+35%) compared to the same period last year [1]. Group 2: Product Pipeline and Market Potential - The company has a comprehensive oncology portfolio, with Sidabenan approved for multiple indications, including MYC/BCL2 double-expressing diffuse large B-cell lymphoma (DLBCL), peripheral T-cell lymphoma (PTCL), and breast cancer, with several other indications under research [2]. - Sidabenan is expected to activate cold tumors and has the potential to achieve peak sales exceeding 3 billion yuan, with ongoing Phase III clinical trials for colorectal cancer and melanoma [2]. - Siglitazone is projected to surpass 4 billion yuan in peak sales, as it improves metabolic diseases through various mechanisms, including blood sugar reduction and anti-inflammatory effects [3]. - The company forecasts continued revenue growth driven by the launch of new indications for Sidabenan, increased sales of Siglitazone, and potential approval of the pancreatic cancer treatment, Xioroni [3]. - Revenue projections for 2025-2027 are estimated at 907 million yuan, 1.447 billion yuan, and 2.507 billion yuan, with growth rates of 37.87%, 59.5%, and 73.25% respectively [3].
创新药概念股震荡拉升,阳光诺和、广生堂涨超10%
Mei Ri Jing Ji Xin Wen· 2025-08-15 05:44
(文章来源:每日经济新闻) 每经AI快讯,8月15日,创新药概念股震荡拉升,阳光诺和、广生堂涨超10%,神州细胞、众生药业、 翰宇药业、微芯生物等多股涨逾6%。 ...
深圳微芯生物科技股份有限公司前次募集资金使用情况的专项报告
Shang Hai Zheng Quan Bao· 2025-08-14 19:01
Group 1 - The company raised a total of RMB 500 million through the issuance of 5 million convertible bonds, with a net amount of RMB 484.54 million after deducting issuance costs of RMB 15.46 million [2][3] - The funds were fully received on July 11, 2022, and verified by KPMG Huazhen [2] - As of March 31, 2025, the company reported no surplus in the use of the raised funds [13] Group 2 - The company adjusted its investment projects to meet market demand for Seglitazone, reallocating funds from the original CS12192 project to the Seglitazone production facilities [4] - The total actual investment in the projects may differ from the committed amounts, with details provided in the attached tables [5][14] - The company has utilized RMB 73.72 million of the raised funds to replace pre-invested self-raised funds for the investment projects [6] Group 3 - The company has engaged in cash management of temporarily idle funds, with a maximum of RMB 300 million allocated for safe and liquid investment products [9][10][11] - As of March 31, 2025, the company reported on the management of temporarily idle funds [12] Group 4 - The company will hold an online investor briefing on August 27, 2025, to discuss its half-year results and address investor questions [17][18] - The briefing will be conducted via the Shanghai Stock Exchange Roadshow Center, allowing for interactive communication with investors [18][19]
微芯生物: 毕马威华振会计师事务所关于深圳微芯生物科技股份有限公司前次募集资金使用情况报告的鉴证报告
Zheng Quan Zhi Xing· 2025-08-14 16:15
Core Viewpoint - The report provides a verification of the usage of funds raised by Shenzhen Micron Biotech Co., Ltd. through the issuance of convertible bonds, confirming that the funds have been used in accordance with regulatory guidelines and accurately reflect the company's financial activities as of March 31, 2025 [1][2][3]. Fundraising and Storage - The company raised a total of RMB 500 million by issuing 5 million convertible bonds at a face value of RMB 100 each, with all funds received by July 11, 2022 [2]. - As of March 31, 2025, the total amount stored in designated accounts was RMB 484,537,300.00 [2]. Fund Usage - The report details the usage of the raised funds, with a total of RMB 356,400,958.33 utilized by March 31, 2025 [5]. - The company has made adjustments to the investment projects funded by the raised capital, specifically reallocating funds to meet market demands for a new drug, Seglitazone [3][4]. Changes in Fund Allocation - The company approved a proposal to change the use of part of the funds originally allocated for the production of CS12192 to instead support the production of Seglitazone [3]. - The total amount of funds that were reallocated was RMB 20,592,700.00 [5]. Cash Management of Idle Funds - The company has been authorized to use up to RMB 300 million of temporarily idle funds for cash management, ensuring that this does not affect the ongoing investment plans [4]. - The cash management strategy includes investing in safe, liquid, and guaranteed return products, with a maximum investment period of 12 months [4]. Remaining and Surplus Funds - As of March 31, 2025, there were no surplus funds remaining from the previous fundraising activities [5]. Project Benefits - The report includes an assessment of the benefits realized from the investment projects funded by the raised capital, although some projects are still in progress and have not yet reached their expected operational status [5].
微芯生物:8月27日将召开2025年半年度业绩说明会
Zheng Quan Ri Bao Wang· 2025-08-14 13:11
证券日报网讯8月14日晚间,微芯生物发布公告称,公司将于2025年8月27日举行2025年半年度业绩说明 会。 ...
微芯生物(688321) - 关于召开2025年半年度业绩说明会的公告
2025-08-14 09:16
证券代码:688321 证券简称:微芯生物 公告编号:2025-048 深圳微芯生物科技股份有限公司 关于召开 2025 年半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、准确性和完整性承担法律责任。 重要内容提示: 投资者可于 2025 年 8 月 20 日(星期三)至 8 月 26 日(星期二) 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@chipscreen.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。 深圳微芯生物科技股份有限公司(以下简称"公司")将于 2025 年 8 月 26 日发布公司 2025 年半年度报告,为便于广大投资者更全面 深入地了解公司 2025 年半年度经营成果、财务状况,公司计划于 2025 年 8 月 27 日(星期三)上午 10:00-11:00 在上证路演中心举行 2025 年半年度网上业绩说明会,就投资者关心的问题进行交流。 一、 说明会类型 业绩说明会召开时间:2025 年 8 月 27 日(星期三)10:00-11:00 业绩 ...
微芯生物(688321) - 前次募集资金使用情况的专项报告
2025-08-14 09:16
证券代码:688321 证券简称:微芯生物 公告编号:2025-047 深圳微芯生物科技股份有限公司 前次募集资金使用情况的专项报告 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。 根据中国证券监督管理委员会(以下简称"证监会")《监管规则适用指引— —发行类第 7 号》的规定,深圳微芯生物科技股份有限公司(以下简称"公司" 或"本公司")编制了截至 2025 年 3 月 31 日止的关于前次募集资金使用情况的报 告。 一、前次募集资金的募集及存放情况 (一)前次募集资金的数额、资金到账时间 根据中国证监会《关于同意深圳微芯生物科技股份有限公司向不特定对象发 行可转换公司债券注册的批复》(证监许可〔2022〕1234 号),公司向不特定对 象发行 500 万张可转换公司债券(以下简称"可转债"),每张面值 100 元,募集 资金总额为人民币 500,000,000.00 元,扣除与发行有关的费用总额人民币 15,462,700.00 元后,实际募集资金净额为人民币 484,537,300.00 元。本次募集资 金于 202 ...
微芯生物(688321) - 毕马威华振会计师事务所关于深圳微芯生物科技股份有限公司前次募集资金使用情况报告的鉴证报告
2025-08-14 09:16
深圳微芯生物科技股份有限公司 前次募集资金使用情况报告的鉴证报告 KPMG Huazhen LLP 8th Floor, KPMG Tower Oriental Plaza 1 East Chang An Avenue Beijing 100738 China Telephone +86 (10) 8508 5000 Fax +86 (10) 8518 5111 Internet kpmg.com/cn 毕马威华振会计师事务所 (特殊普通合伙) 中国北京 东长安街 1 号 东方广场毕马威大楼 8 层 邮政编码:100738 电话 +86 (10) 8508 5000 传真 +86 (10) 8518 5111 网址 kpmg.com/cn 关于深圳微芯生物科技股份有限公司 前次募集资金使用情况报告的鉴证报告 毕马威华振专字第 2504363 号 深圳微芯生物科技股份有限公司董事会: 我们接受委托,对后附的深圳微芯生物科技股份有限公司 (以下简称"微芯生物") 于 2022 年 7 月通过发行可转换公司债券募集的资金 (以下简称"募集资金") 截至 2025 年 3 月 31 日 止的使用情况报告 (以下简称" ...
9只科创板股大宗交易成交超千万元
Zheng Quan Shi Bao Wang· 2025-08-13 12:28
16只科创板股大宗交易平台今日发生交易,合计成交2.34亿元。 证券时报·数据宝统计显示,8月13日共有16只科创板股发生大宗交易,合计成交21笔,累计成交量 530.63万股,成交额合计2.34亿元。 统计显示,成交金额最多的是达梦数据,共有2笔大宗交易,合计成交量为18.05万股,成交金额合计 3978.12万元;其次是海光信息、青云科技,今日大宗交易金额分别为3923.36万元、2039.54万元。 折溢价情况来看,今日出现大宗交易的科创板股中,大宗交易成交价格相对收盘价折价率居前的有微芯 生物、青云科技、三友医疗等,折价率分别为25.69%、22.42%、21.00%。溢价率居前的有泰坦科技, 溢价率为9.98%。 股价表现方面,今日科创50指数上涨0.74%,科创板股中,今日上涨的有394只,占67.01%,今日发生 大宗交易的科创板股平均上涨2.21%,其中,涨幅居前的为微芯生物、华曙高科、华锐精密等,涨幅分 别为14.39%、7.89%、3.78%,跌幅居前的有甬矽电子、博瑞医药、九联科技等,分别下跌1.42%、 0.67%、0.46%。 从参与大宗交易的营业部看,买方或卖方营业部为机构的成交共 ...
微芯生物发生大宗交易 成交折价率25.69%
Zheng Quan Shi Bao Wang· 2025-08-13 12:14
微芯生物8月13日大宗交易平台出现一笔成交,成交量12.00万股,成交金额367.20万元,大宗交易成交 价为30.60元,相对今日收盘价折价25.69%。该笔交易的买方营业部为瑞银证券有限责任公司上海花园 石桥路证券营业部,卖方营业部为国投证券股份有限公司深圳宝安海秀路证券营业部。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | (万 | (万元) | 格 | 折溢价(%) | 买方营业部 | 卖方营业部 | | 股) | | (元) | | | | | 12.00 | 367.20 | 30.60 | -25.69 | 瑞银证券有限责任公司上 | 国投证券股份有限公司深 | | | | | | 海花园石桥路证券营业部 | 圳宝安海秀路证券营业部 | (文章来源:证券时报网) 进一步统计,近3个月内该股累计发生42笔大宗交易,合计成交金额为2.08亿元。 证券时报·数据宝统计显示,微芯生物今日收盘价为41.18元,上涨14.39%,日换手率为9.05%,成交额 为14.42亿元,全天主力资金净流入3837.0 ...