三生国健药业（上海）股份有限公司 2025 年第三季度报告 证券代码：688336 证券简称：三生国健 三生国健药业（上海）股份有限公司 2025 年第三季度报告 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。 （一） 主要会计数据和财务指标 单位：万元 币种：人民币 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 47,398.27 | 38.27 | 111,599.61 | 18.80 | | 利润总额 | 22,727.73 | 113.64 | 41,349.56 | 68.93 | | 归属于上市公司股东的 净利润 | 20,853.78 | 101.41 | 39,886.02 | 71.15 | | 归属于上市公司股东的 | 19,506.42 | 114 ...

Core Viewpoint - The company reported significant growth in both revenue and net profit for the third quarter and the first three quarters of the year, driven by collaboration projects and operational efficiency improvements [1] Financial Performance - Q3 revenue reached 474 million yuan, representing a year-on-year increase of 38.27% [1] - Q3 net profit was 209 million yuan, showing a year-on-year growth of 101.41% [1] - Revenue for the first three quarters totaled 1.116 billion yuan, up 18.80% year-on-year [1] - Net profit for the first three quarters amounted to 399 million yuan, reflecting a year-on-year increase of 71.15% [1] Business Drivers - The growth in revenue is attributed to licensing income from collaboration projects with Shenyang Sansheng Pharmaceutical Co., Ltd. and an increase in CDMO (Contract Development and Manufacturing Organization) business [1] - The company has continued to optimize management efficiency, leading to a further reduction in expense ratios [1] Overall Performance Metrics - The report indicates that all key performance indicators, including total revenue, total profit, net profit attributable to shareholders, net profit excluding non-recurring gains and losses, basic earnings per share, and diluted earnings per share, have increased compared to the same period last year [1]

Core Viewpoint - Sanofi Guojian (688336.SH) reported strong financial performance for Q3 2025, indicating significant growth in both revenue and net profit [1] Financial Performance - In Q3 2025, the company achieved revenue of 474 million yuan, representing a year-on-year increase of 38.27% [1] - The net profit attributable to shareholders for Q3 2025 was 209 million yuan, showing a remarkable year-on-year growth of 101.41% [1] - For the first three quarters of 2025, the company recorded total revenue of 1.116 billion yuan, which is an 18.80% increase compared to the same period last year [1] - The net profit attributable to shareholders for the first three quarters reached 399 million yuan, reflecting a year-on-year growth of 71.15% [1]

三生国健公告，第三季度营收为4.74亿元，同比增长38.27%；净利润为2.09亿元，同比增长101.41%。 前三季度营收为11.16亿元，同比增长18.80%；净利润为3.99亿元，同比增长71.15%。 ...

Market Overview - The biopharmaceutical sector experienced a decline of 0.57% on October 22, with Aopumai leading the drop [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Notable gainers in the biopharmaceutical sector included: - Wendi Pharmaceutical (688488) with a closing price of 14.77, up 4.01% [1] - Dongbao Bio (300239) at 5.78, up 2.66% [1] - Jinke (688670) at 17.03, up 2.59% [1] - Major decliners included: - Aopumai (688293) at 55.19, down 4.40% [2] - Wofu Bio (300357) at 31.63, down 3.18% [2] - Sanofi (688336) at 59.60, down 2.39% [2] Capital Flow - The biopharmaceutical sector saw a net outflow of 192 million yuan from institutional investors, while retail investors contributed a net inflow of 53.82 million yuan [2] - Specific stock capital flows included: - Te Bao Bio (688278) with a net inflow of 19.00 million yuan from institutional investors [3] - Hualan Bio (002007) with a net inflow of 12.05 million yuan from institutional investors [3] - Aopumai (688293) with a net outflow of 4.40% from institutional investors [3]

证券代码：688336 证券简称：三生国健 公告编号：2025-059 三生国健药业（上海）股份有限公司关于召开2025年第三季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、准确性和完整性依法承担法律责任。 投资者可于2025年10月22日 （星期三） 至10月28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@3s-guojian.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。 三生国健药业（上海）股份有限公司（以下简称"公司"）将于2025年10月24日发布公司2025年第三季度 报告，为便于广大投资者更全面深入地了解公司2025年第三季度经营成果、财务状况，公司计划于2025 年10月29日（星期三）9:00-10:00举行2025年第三季度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对2025年第三季度经营成果、财务指标的具体情况与 投资者进行互动交流和沟通，在信息披露允许的范围内就投资者普遍关注的问题 ...

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： 三生国健药业（上海）股份有限公司（以下简称"公司"）将于 2025 年 10 月 24 日发布公司 2025 年第三季度报告，为便于广大投资 者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公 司计划于 2025 年 10 月 29 日（星期三）9:00-10:00 举行 2025 年第 三季度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 1 会议召开时间：2025 年 10 月 29 日（星期三）9:00-10:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 22 日 （星期三） 至 10 月 28 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@3s-guojian.com 进行提问。公司将 ...

Core Insights - The biopharmaceutical sector experienced a slight increase of 0.14% on October 20, with Iwu Biologics leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Biopharmaceutical Sector Performance - Iwu Biologics (300357) saw a significant rise of 10.07%, closing at 32.90 with a trading volume of 228,200 shares and a transaction value of 737 million [1] - Other notable gainers included Olin Biologics (6168889) with a 4.58% increase, closing at 23.96, and Kangchen Pharmaceutical (603590) with a 4.00% increase, closing at 51.19 [1] - The sector also had some underperformers, such as Novavax (688105) which fell by 3.56%, closing at 21.96 [2] Capital Flow Analysis - The biopharmaceutical sector experienced a net outflow of 239 million from institutional investors, while retail investors saw a net inflow of 270 million [2] - The data indicates that retail investors are actively buying into the sector despite the overall net outflow from larger institutional players [2] Individual Stock Capital Flow - Iwu Biologics had a net inflow of 23.19 million from institutional investors, while it faced a net outflow of 17.27 million from speculative funds [3] - Notably, Huashan Biologics (002007) had a net inflow of 42.16 million from institutional investors, indicating strong institutional interest [3]

Core Insights - The biopharmaceutical sector experienced a slight increase of 0.13% on October 16, with Sanofi leading the gains [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Biopharmaceutical Sector Performance - Sanofi (688336) saw a significant rise of 13.02%, closing at 59.90 with a trading volume of 177,400 shares and a transaction value of 1.063 billion [1] - Other notable gainers included: - Nossland (920047) up 4.09% to 25.46 with a transaction value of 125 million [1] - Rongchang Bio (688331) up 3.28% to 99.20 with a transaction value of 684 million [1] - Conversely, several companies experienced declines, including: - Anke Bio (300009) down 2.48% to 10.23 with a transaction value of 315 million [2] - Kain Technology (688687) down 1.92% to 28.62 with a transaction value of 169 million [2] Capital Flow Analysis - The biopharmaceutical sector saw a net outflow of 2.7582 million from institutional investors, while retail investors experienced a net outflow of 140 million [2] - Notable capital inflows included: - Junshi Biosciences (688180) with a net inflow of 71.7936 million from institutional investors [3] - Sanofi (688336) with a net inflow of 67.508 million from institutional investors [3] - Conversely, significant outflows were observed in: - Sanofi (688336) with a retail net outflow of 540,300 [3] - Rongchang Bio (688331) with a retail net outflow of 4.41034 million [3]

Group 1 - The core point of the news is the significant performance of Sangfor Technologies on the STAR Market, with its stock price reaching a limit-up of 63.60 yuan and a trading volume of 635 million yuan, indicating strong market interest [1] - Among STAR Market stocks, 221 stocks were reported to be rising, with 22 stocks having an increase of over 5%, including Sangfor Technologies, which rose by 20.00% [1] - Conversely, 356 stocks experienced declines, with notable drops from China Electric Research, Junpu Intelligent, and Nanya New Materials, each falling by 6.32%, 6.32%, and 6.17% respectively [1] Group 2 - In terms of capital flow, Sangfor Technologies saw a net inflow of 5.38 million yuan on the previous trading day, but a net outflow of 44.14 million yuan over the past five days [2] - The latest margin trading data shows that as of October 15, the total margin balance for Sangfor Technologies was 258 million yuan, with a financing balance of 256 million yuan, reflecting a decrease of 2.58 million yuan or 1.00% from the previous day [2] - Institutional ratings indicate that in the past month, Sangfor Technologies received a buy rating from one institution, with Huachuang Securities issuing a report on September 18 recommending a target price of 60.30 yuan [2]