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荣昌生物(09995) - 内幕消息 - 2025年年度业绩预告
2026-01-30 11:36
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並表明概不就因本公告全部或任何部份內容而產生或因依賴該等 內容而引致的任何損失承擔任何責任。 RemeGen Co., Ltd.* 榮 昌 生 物 製 藥( 煙 台 )股 份 有 限 公 司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:9995) 本公告由榮昌生物製藥(煙台)股份有限公司(「本公司」)根據香港聯合交易所有限 公司證券上市規則第13.09(2)(a)條及第13.10B條項下披露責任以及證券及期貨條 例(香港法例第571章)第XIVA部項下的內幕消息條文作出。 本公司於本公告載列2025年度(「本期」)財務數據,數據乃根據《中國企業會計準 則》編製,且僅為初步會計數據,未經會計所審計。本公告所載數據與本公司年 報所披露的最終數據或有區別。投資者在買賣本公司股份時務請審慎行事。 一、本期業績預告情況 (一)業績預告期間 2025年1月1日至2025年12月31日。 1 (二)業績預告情況 (1) 經本公司財務部門初步測算,預計2025 年度營業收入約人民幣 325,000萬元,與 ...
荣昌生物(688331.SH):预计2025年度净利润约7.16亿元
Ge Long Hui A P P· 2026-01-30 11:00
格隆汇1月30日丨荣昌生物(688331.SH)公布,经公司财务部门初步测算,预计2025年度营业收入约 325,000万元,与上年同期相比,将增加收入约153,314万元,同比增加约89%。公司预计2025年度实现 归属于母公司所有者的净利润约71,600万元,与上年同期相比,实现扭亏为盈。公司预计2025年度归属 于母公司所有者扣除非经常性损益后的净利润约7,850万元,与上年同期相比,实现扭亏为盈。 本年度,公司核心产品泰它西普、维迪西妥单抗国内销售收入实现快速增长,成为业绩核心增长引擎; 同时,公司成功达成重磅合作,授予Vor Biopharma Inc泰它西普除大中华区以外全球范围内的独家开发 与商业化权利,技术授权收入大幅增加,部分海外研发投入由授权方承担。此外,公司通过优化管理、 迭代生产工艺等举措,降低了产品单位生产成本,提升了产品毛利率,另外,销售费用率明显下降。综 合多方面积极因素,公司盈利效率大幅改善,预计2025年度净利润将实现扭亏为盈。 ...
荣昌生物:预计2025年度净利润约7.16亿元
Ge Long Hui· 2026-01-30 10:36
本年度,公司核心产品泰它西普、维迪西妥单抗国内销售收入实现快速增长,成为业绩核心增长引擎; 同时,公司成功达成重磅合作,授予Vor Biopharma Inc泰它西普除大中华区以外全球范围内的独家开发 与商业化权利,技术授权收入大幅增加,部分海外研发投入由授权方承担。此外,公司通过优化管理、 迭代生产工艺等举措,降低了产品单位生产成本,提升了产品毛利率,另外,销售费用率明显下降。综 合多方面积极因素,公司盈利效率大幅改善,预计2025年度净利润将实现扭亏为盈。 格隆汇1月30日丨荣昌生物(688331.SH)公布,经公司财务部门初步测算,预计2025年度营业收入约 325,000万元,与上年同期相比,将增加收入约153,314万元,同比增加约89%。公司预计2025年度实现 归属于母公司所有者的净利润约71,600万元,与上年同期相比,实现扭亏为盈。公司预计2025年度归属 于母公司所有者扣除非经常性损益后的净利润约7,850万元,与上年同期相比,实现扭亏为盈。 ...
荣昌生物预计2025年净利7.16亿元,将实现扭亏为盈
Bei Jing Shang Bao· 2026-01-30 10:25
北京商报讯(记者 丁宁)1月30日晚间,荣昌生物(688331)发布2025年业绩预告显示,经公司财务部 门初步测算,预计2025年营业收入约32.5亿元,同比增加约89%。预计2025年实现归属净利润约7.16亿 元,与上年同期相比,实现扭亏为盈。 荣昌生物表示,报告期内,公司核心产品泰它西普、维迪西妥单抗国内销售收入实现快速增长,成为业 绩核心增长引擎;同时,公司成功达成重磅合作,授予Vor BiopharmaInc泰它西普除大中华区以外全球 范围内的独家开发与商业化权利,技术授权收入大幅增加,部分海外研发投入由授权方承担。此外,公 司通过优化管理、迭代生产工艺等举措,降低了产品单位生产成本,提升了产品毛利率,另外,销售费 用率明显下降。综合多方面积极因素,公司盈利效率大幅改善,预计2025年度净利润将实现扭亏为盈。 ...
荣昌生物:2025年全年预计净利润7.16亿元—7.16亿元
南财智讯1月30日电,荣昌生物发布年度业绩预告,预计2025年全年归属于上市公司股东的净利润约为 71,600万元,实现扭亏为盈;预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润约为 7,850万元,实现扭亏为盈。本期业绩变化的主要原因:(一)主营业务的影响:本年度,公司核心产 品泰它西普、维迪西妥单抗国内销售收入实现快速增长,成为业绩核心增长引擎;同时,公司成功达成 重磅合作,授予VorBiopharmaInc泰它西普除大中华区以外全球范围内的独家开发与商业化权利,技术 授权收入大幅增加,部分海外研发投入由授权方承担。此外,公司通过优化管理、迭代生产工艺等举 措,降低了产品单位生产成本,提升了产品毛利率,另外,销售费用率明显下降。综合多方面积极因 素,公司盈利效率大幅改善,预计2025年度净利润将实现扭亏为盈。(二)非经常性损益的影响:本年 度自上述授权交易取得的认股权证公允价值变动属于非经常性损益,在扣除非经常性损益的影响后,预 计公司2025年度归属于上市公司股东的扣除非经常性损益后的净利润实现扭亏为盈。 ...
荣昌生物(688331) - 2025 Q4 - 年度业绩预告
2026-01-30 09:10
证券代码:688331 证券简称:荣昌生物 公告编号:2026-006 港股代码:09995 港股简称:榮昌生物 (2)公司预计 2025 年度实现归属于母公司所有者的净利润约 71,600 万元, 与上年同期相比,实现扭亏为盈。 (3)公司预计 2025 年度归属于母公司所有者扣除非经常性损益后的净利润 约 7,850 万元,与上年同期相比,实现扭亏为盈。 (三)本期业绩预告相关的财务数据未经注册会计师预审计。 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)经荣昌生物制药(烟台)股份有限公司(以下简称"公司")财务部 门初步测算,预计 2025 年度营业收入约 325,000 万元,与上年同期相比,将增 加收入约 153,314 万元,同比增加约 89%。 荣昌生物制药(烟台)股份有限公司 2025 年年度业绩预告 二、上年同期业绩情况 2024 年度营业收入 171,686.17 万 ...
生物制品板块1月28日跌1.98%,百普赛斯领跌,主力资金净流出12.52亿元
Group 1 - The biopharmaceutical sector experienced a decline of 1.98% on January 28, with Baipusais leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] - Notable gainers in the biopharmaceutical sector included Kanghua Biological, which rose by 3.02% to a closing price of 74.70, and Liaoning Chengda, which increased by 2.55% to 12.86 [1] Group 2 - Baipusais saw a significant drop of 10.57%, closing at 58.18, with a trading volume of 57,400 shares and a transaction value of 342 million [2] - Other notable decliners included Kangla Weishi, down 6.16% to 10.97, and Jinchuan Protein, down 5.90% to 46.58 [2] - The biopharmaceutical sector experienced a net outflow of 1.252 billion in main funds, while retail investors saw a net inflow of 653 million [2] Group 3 - Rongchang Biological had a net inflow of 38 million from main funds, representing 6.49% of its total, while it faced a net outflow of 58.99 million from retail investors [3] - Liaoning Chengda also saw a net inflow of 14.86 million from main funds, but a net outflow of 15.01 million from retail investors [3] - The overall trend indicates a mixed sentiment in the biopharmaceutical sector, with main funds withdrawing while retail investors are actively buying [3]
产业经济周报:BD出海加速,AI应用竞赛升级
Tebon Securities· 2026-01-28 07:25
Market Performance - The market showed mixed performance from January 19 to January 23, with the Shanghai Composite Index rising by 0.84% and the Shenzhen Component Index increasing by 1.11%[5] - The average daily trading volume was 2.80 trillion yuan, a decrease compared to the previous week[5] Healthcare Sector - At the JPM 2026 conference, over 20 Chinese innovative pharmaceutical companies showcased their products, with significant business development (BD) transactions announced[16] - In 2025, the value of China's innovative drug patent licensing transactions reached approximately $135.7 billion, a 143% increase year-on-year, with 157 total transactions[20] Consumer Sector - The Qianwen APP integrated with Alibaba's ecosystem, achieving over 100 million monthly active users within two months of launch, marking its entry into the "billion-level club"[25] - This integration allows for a seamless process from search to decision-making and payment, establishing a comprehensive AI application ecosystem[26] Hard Technology Sector - The supply of storage and logic chips remains tight, leading to widespread price increases across the industry[32] - The price of enterprise SSDs continues to rise, with a projected increase of 33-38% for NAND Flash products due to supply constraints[36] High-end Manufacturing - The State Grid announced a total fixed asset investment of 4 trillion yuan for the 14th Five-Year Plan period (2026-2030), a 40% increase from the previous period, averaging 800 billion yuan annually[42] - The goal is to achieve a 30% share of renewable energy in total power generation by 2030, indicating significant growth potential for the solar and wind energy sectors[46]
产业经济周报:BD出海加速,AI应用竞赛升级-20260128
Tebon Securities· 2026-01-28 06:49
Market Performance - The market showed mixed performance from January 19 to January 23, with the Shanghai Composite Index rising by 0.84% and the Shenzhen Component Index increasing by 1.11%[5] - The average daily trading volume was 2.80 trillion yuan, a decrease compared to the previous week[5] Healthcare Sector - At the JPM 2026 conference, over 20 Chinese innovative pharmaceutical companies showcased their advancements, with significant business development (BD) transactions reported[16] - In 2025, the value of China's innovative drug patent licensing transactions reached approximately $135.7 billion, a 143% year-on-year increase, with 157 total transactions[20] Consumer Sector - The Qianwen APP integrated with Alibaba's ecosystem, achieving over 100 million monthly active users within two months of launch, marking its entry into the "billion-level club"[25] - This integration allows for a seamless process from search to decision-making and payment, establishing a comprehensive AI application ecosystem[26] Hard Technology Sector - The supply of storage and logic chips remains tight, leading to widespread price increases across the industry[32] - The price of enterprise SSDs continues to rise due to increased demand from AI servers, with NAND Flash supply expected to decrease by 41.7% in 2026[35] High-end Manufacturing - The State Grid announced a total fixed asset investment of 4 trillion yuan for the 14th Five-Year Plan period (2026-2030), a 40% increase from the previous period, averaging 800 billion yuan annually[42] - By 2030, renewable energy generation is expected to account for approximately 30% of total power generation, indicating significant growth potential in the solar and wind sectors[46]
生物医药ETF(512290)近20日资金净流入超3.6亿元,近期医药生物制品行业整合与合作活跃
Sou Hu Cai Jing· 2026-01-28 03:41
Group 1 - The pharmaceutical and biotechnology industry is experiencing active consolidation and collaboration, with significant acquisitions and partnerships announced recently [1] - China National Pharmaceutical Group announced a full acquisition of Hejiya Biotech for 1.2 billion RMB, gaining access to its leading technology platform and diverse product pipeline [1] - Rongchang Biotech entered an exclusive licensing agreement with AbbVie for the bispecific antibody RC148, receiving an upfront payment of 650 million USD and potential milestone payments [1] Group 2 - WuXi AppTec announced plans to acquire all issued shares of Dongyao Pharmaceutical for approximately 2.79 billion HKD [1] - The Ministry of Commerce and nine other departments released guidelines to promote high-quality development in the pharmaceutical retail industry, focusing on transformation, payment, supply, and integration [1] - The policy encourages mergers and acquisitions, aiming to shift the industry from a "single drug sales" model to a "health service" model, which is expected to accelerate the clearing of individual pharmacies and increase industry concentration [1]