Core Viewpoint - Shenzhen Micron Biotech Co., Ltd. reported a significant increase in revenue and profitability in the first half of 2025, driven by strong sales growth of key products and advancements in clinical research [1] Financial Performance - The company achieved a revenue of 407 million yuan, representing a year-on-year growth rate of 34.56% [1] - Net profit attributable to shareholders reached 29.59 million yuan, marking a turnaround from previous losses [1] Product Performance - Sales of Sigleptin (Dulaglutide) surged by 125.70% year-on-year, while sales of Sidabramine (Aipush) grew by 15.14% [1][3] - The company is expanding production capacity for Sigleptin to meet increasing market demand, with a planned capacity of 1.2 billion tablets [2] Clinical Research and Development - The clinical data for Xioroni, targeting pancreatic cancer, showed a 6-month progression-free survival (PFS) rate of approximately 80%, significantly higher than historical data [4] - The company is advancing its pipeline with AI-assisted design technologies, leading to the development of several first-in-class (FIC) and best-in-class (BIC) drug candidates [5][6] Strategic Initiatives - The company is actively building a multi-channel marketing strategy to enhance the commercialization of innovative drugs, focusing on patient-centered approaches [3] - Future strategic focus areas include oncology and metabolic diseases, with ongoing attention to neurodegenerative and autoimmune diseases [6]

Core Insights - Shenzhen Micron Biotechnology Co., Ltd. reported a revenue of 407 million yuan for the first half of 2025, representing a year-on-year growth of 34.56% and a net profit of 29.59 million yuan, marking a turnaround from losses [1] - The growth in performance is primarily attributed to increased sales of its innovative drugs, namely Sidabenan and Siglecatin [1] Company Overview - Micron Biotechnology is a pioneer in China's original innovative drug sector, focusing on creating globally competitive product lines driven by core technologies [1] - The company adheres to the philosophy of "original, safe, effective, and Chinese," aiming to provide revolutionary therapeutic drugs that meet clinical needs [1] - It has established a complete industrial chain from early exploratory discovery to commercialization, offering original innovative drugs to global patients [1] Product Pipeline - The company has developed two innovative drugs that are globally marketed, with multiple indications in areas such as malignant tumors, metabolic diseases, autoimmune diseases, central nervous system diseases, and antiviral treatments [1] - Sidabenan is the world's first subtype-selective histone deacetylase (HDAC) inhibitor, approved for multiple indications in China and Japan, and is undergoing clinical trials for additional indications globally [2] - Siglecatin is the first PPAR full agonist globally, included in the national medical insurance catalog, and shows efficacy in treating type 2 diabetes and fatty liver disease [2] Sales Performance - Sales revenue for Sidabenan and Siglecatin increased by 15.14% and 125.7% year-on-year, respectively [3] - Sidabenan has achieved coverage in major cities and hospitals across the country, while Siglecatin is available in over 5,300 hospitals and 6,700 pharmacies nationwide [3] - The company is accelerating its online channel presence through platforms like JD, Alibaba, and Meituan in response to changes in the pharmaceutical industry [3] Research and Development - Micron Biotechnology has multiple original innovative drug product lines, including several in clinical development and preclinical research stages, covering various disease areas with global first-in-class or differentiated advantages [3]

Core Viewpoint - Microchip Biotech (688321.SH) reported strong performance in its 2025 semi-annual report, showcasing significant revenue growth and profitability improvements [1] Financial Performance - The company achieved operating revenue of 407 million yuan, representing a year-on-year increase of 34.56% [1] - Net profit attributable to shareholders reached 29.59 million yuan, marking a substantial turnaround from losses [1] - Net cash flow from operating activities was 62.06 million yuan, an increase of 299.15% compared to the end of the previous year [1] Product Highlights - The metabolic drug Siglitazone demonstrated its unique mechanism advantage in managing "fatty liver," with sales revenue doubling again in the first half of 2025, up 125.70% year-on-year [1] - The report also disclosed progress on the product Xioroni, which is challenging pancreatic cancer, showing a 6-month progression-free survival (PFS) rate of approximately 80% in first-line treatment, significantly better than the historical efficacy of standard chemotherapy (6-month PFS rate of 44%-56.4%) [1]

Group 1 - The company reported a revenue of 407 million yuan for the first half of 2025, representing a year-on-year growth of 34.56% [1] - The net profit attributable to the parent company was 29.59 million yuan, marking a turnaround from a loss to profit compared to the previous year [1] - The non-recurring net profit was 20.32 million yuan, also indicating a recovery from a loss year-on-year [1] - The basic earnings per share were 0.0726 yuan [1]

| 证券代码：688321 | 证券简称：微芯生物 | 公告编号：2025-053 | | --- | --- | --- | | 转债代码：118012 | 转债简称：微芯转债 | | 深圳微芯生物科技股份有限公司 2025 年半年度募集资金存放与实际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印发的《上市公司募集资金监管规则》（证监会公 告〔2025〕10号）和上海证券交易所发布的《上海证券交易所科创板上市公司自律 监管指引第1号——规范运作》等相关法律法规的规定及要求，深圳微芯生物科技股 份有限公司（以下简称"公司"、"本公司"或"微芯生物"）董事会将公司2025年半年 度募集资金存放与实际使用情况专项说明如下： 一、募集资金基本情况 （一）实际募集资金情况 1. 2019 年首次公开发行股票 根据中国证券监督管理委员会 2019 年 7 月 17 日出具的《关于同意深圳微 芯生物科技股份有限公司首次公开发行股票注册的批复》（证监许可[2019]1299 号），公司首 ...

半年度评估报告 为贯彻中央经济工作会议、中央金融工作会议精神，落实以投资者为本的理 念，维护公司全体股东利益，基于对公司发展前景的信心、对公司价值的认可和 切实履行社会责任的承诺，深圳微芯生物科技股份有限公司（以下简称"公司"） 特制定 2025 年度"提质增效重回报"行动方案，并于 2025 年 4 月 24 日经公司 第三届董事会第十次会议审议通过。截至 2025 年 6 月 30 日，行动方案主要举措 的落实（进展）及成效情况如下： 一、营收稳步提升，利润实现高增 2025 年 1-6 月（以下简称"报告期"），公司聚焦经营主业，实现营业收入 40,659.85 万元，较上年同期增长 34.56%，主要系西达本胺与西格列他钠销量增 长所致。归属于上市公司股东的净利润与去年同期相比上升 172.16%，主要系西 达本胺、西格列他钠销量同比增加，从而导致同期净利润增加。归属于上市公司 股东的扣除非经常性损益的净利润同比增长 143.07%，主要系报告期内公司营业 收入增加较多所致。 深圳微芯生物科技股份有限公司 关于 2025 年度提质增效重回报专项行动方案的 √西达本胺联合 CHOP 用于初治、具有滤泡辅 ...

证券代码：688321 证券简称：微芯生物 公告编号：2025-052 深圳微芯生物科技股份有限公司 第三届监事会第十一次会议决议公告 本公司监事会及全体监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、监事会会议召开情况 深圳微芯生物科技股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日 以现场结合视频通讯的方式召开了第三届监事会第十一次会议（以下简称"本次 会议"）。本次会议通知于 2025 年 8 月 20 日通过电子邮件方式送达全体监事。会 议应出席监事 3 人，实际出席监事 3 人，会议由公司监事会主席何杰先生主持。 本次会议的召集、召开程序和方式符合《公司法》等法律法规以及《公司章程》 的有关规定，会议决议合法、有效。 二、监事会会议审议情况 会议经与会监事审议并书面表决通过了如下议案： （一）审议通过《关于公司<2025 年半年度报告>及摘要的议案》 经审核，监事会认为公司 2025 年半年度报告的编制和审议程序符合相关法 律法规及《公司章程》等内部规章制度的规定；公司 2025 年半年度报告的内容 与格式符 ...

证券代码：688321 证券简称：微芯生物 公告编号：2025-051 深圳微芯生物科技股份有限公司 第三届董事会第十五次会议决议公告 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、董事会会议召开情况 深圳微芯生物科技股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日 以现场及通讯相结合的方式召开第三届董事会第十五次会议（以下简称"本次会 议"）。本次的会议通知于 2025 年 8 月 20 日通过电子邮件方式送达全体董事。 会议应出席董事 8 人，实际到会董事 8 人，会议由公司董事长 XIANPING LU（鲁 先平）先生主持。会议的召集和召开程序符合《公司法》等法律法规以及《公司 章程》的有关规定，会议决议合法、有效。 二、董事会会议审议情况 本次会议由董事长 XIANPING LU（鲁先平）先生主持，经全体董事表决，形 成决议如下： （一）审议通过《关于公司<2025 年半年度报告>及摘要的议案》 表决结果：同意 8 票，反对 0 票，弃权 0 票，回避 0 票。 本议案已经董事会审计委员会审 ...

深圳微芯生物科技股份有限公司2025 年半年度报告 深圳微芯生物科技股份有限公司 2025 年半年度报告 1 / 194 公司代码：688321 公司简称：微芯生物 深圳微芯生物科技股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本 报告第三节"管理层讨论与分析"。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人XIANPING LU、主管会计工作负责人黎建勋及会计机构负责人（会计主管人员） 左惠萍声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的公司未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺， 请投资者注意投资 ...

Core Insights - Microchip Biotech (688321.SH) reported a revenue of 407 million yuan for the first half of 2025, representing a year-on-year growth of 34.56% [1] - The net profit attributable to shareholders of the listed company was 29.59 million yuan, marking a turnaround from a loss to profit compared to the previous year [1] - The net profit excluding non-recurring gains and losses was 20.32 million yuan, with a basic earnings per share of 0.0726 yuan [1] Revenue Growth - The significant revenue increase of 34.56% was primarily driven by the sales growth of Sidabone and Siglitazone [1]