Core Viewpoint - Mengke Pharmaceutical (688373.SH) reported a revenue of 66.97 million yuan for the first half of 2025, marking a year-on-year increase of 10.26%, while the net profit attributable to shareholders was a loss of 139 million yuan, an improvement from a loss of 201 million yuan in the same period last year [1][2]. Financial Performance - Revenue for the first half of 2025 was 66,969,753.09 yuan, up from 60,738,238.45 yuan in the previous year, reflecting a growth of 10.26% [2]. - The net profit attributable to shareholders was -138,674,492.55 yuan, compared to -201,304,246.81 yuan in the same period last year, indicating a reduction in losses [2]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was -143,358,346.31 yuan, improved from -211,520,217.94 yuan year-on-year [2]. - The net cash flow from operating activities was -120,704,678.78 yuan, an improvement from -229,023,837.10 yuan in the previous year [2]. Historical Performance - Mengke Pharmaceutical has reported losses for three consecutive years since its IPO in August 2022, with revenues of 48.21 million yuan in 2022, 90.78 million yuan in 2023, and projected 130 million yuan in 2024 [3]. - The net profit attributable to shareholders for the years 2022, 2023, and projected for 2024 were -220 million yuan, -421 million yuan, and -440 million yuan respectively [3].

Group 1 - The core viewpoint of the news is that Shanghai Mengke Pharmaceutical Co., Ltd. reported a significant reduction in net loss and an increase in revenue and gross profit for the first half of 2025, indicating positive financial performance despite ongoing challenges [1][2][3] Group 2 - In the first half of 2025, the company achieved operating revenue of 66.97 million yuan, a year-on-year increase of 10.26%, and a net loss of 139 million yuan, which is a reduction of 31.11% [1] - The gross profit for the same period was 56.78 million yuan, reflecting a year-on-year growth of 14.7%, with the gross margin improving by 3.28 percentage points to 84.79% [1] Group 3 - The company is focused on developing innovative drugs for infectious diseases, with a pipeline that includes the new generation oxazolidinone antibiotic, Contizole, and several other drugs in clinical and preclinical stages [1][2] - The company has initiated various clinical trials, including a Phase III trial for MRX-4 and a Phase I trial for MRX-5, which has received orphan drug designation from the FDA [2] Group 4 - Looking ahead, the company sees the rapid globalization of the Chinese innovative drug industry as both a challenge and an opportunity, aiming to leverage its experience in international drug development to accelerate clinical trials and the launch of new products [3]

对于社保基金，本期较上一季未再披露的社保基金共计1个，即全国社保基金五零一组合。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 2025年8月20日，盟科药业(688373.SH)发布2025年半年度报告。截至2025年8月19日，共有13个机构投 资者披露持有盟科药业A股股份，合计持股量达3.31亿股，占盟科药业总股本的50.51%。其中，前十大 机构投资者包括Genie Pharma、MicuRx (HK) Limited、Best Idea International Limited、JSR Limited、GP TMT Holdings Limited、华盖资本有限责任公司-北京华盖信诚远航医疗产业投资合伙企业(有限合伙)、 新沂优迈科斯财务咨询中心(有限合伙)、浙江华海药业股份有限公司、南京同兴赢典私募基金管理有限 公司-南京同兴赢典壹号投资管理中心(有限合伙)、中泰创业投资(上海)有限公司，前十大机构投资者合 计持股比例达48.49%。相较于上一季度，前十大机构持股比例合计下跌了1.07个百分点。 公募基金方面，本期较上一季未再披露的公募基金共计2个，包括汇添富医疗服务灵 ...

Core Viewpoint - The company reported a significant reduction in losses and a positive revenue growth in the first half of 2025, reflecting the supportive policy environment for the Chinese innovative drug industry [2][3]. Financial Performance - The company achieved operating revenue of 66.97 million yuan, a year-on-year increase of 10.26% [2][3]. - The net profit attributable to shareholders was -139 million yuan, an improvement from a loss of 201 million yuan in the same period last year [2]. - The gross profit margin increased by 3.28 percentage points to 84.79% [2]. Industry Context - The Chinese innovative drug industry is entering a new phase of high-quality growth, supported by favorable policies from the National Healthcare Security Administration and the National Health Commission [2]. - In the first half of the year, 43 innovative drugs and 45 innovative medical devices were approved in China, representing year-on-year growth of 59% and 87%, respectively [2]. Product Development and Pipeline - The company is advancing its new generation of oxazolidinone antibiotics, specifically the commercial process for Contizole tablets, while expanding its clinical applications [3]. - The company has a pipeline that includes one marketed drug, four in clinical stages, and several in preclinical research [2][4]. - The injection MRX-4's application for market approval has been accepted by the National Medical Products Administration [3]. Clinical Trials and Research - The company is conducting a Phase III clinical trial for MRX-4 in treating diabetic foot infections, with over 465 patients enrolled across more than 20 countries [4]. - The company is also exploring the development of MRX-8 in inhalation form for chronic lung infections and has initiated a Phase I clinical trial for MRX-5 in healthy subjects [4]. Future Outlook - The Chinese innovative drug industry is poised for rapid global development, presenting both challenges and opportunities for the company [4]. - The company aims to leverage its experience in international innovative drug development to accelerate clinical trials and market entry for its pipeline products [4].

Group 1 - The company reported a revenue of 66.97 million yuan for the first half of 2025, representing a year-on-year increase of 10.26% [1] - The net profit attributable to shareholders was -139 million yuan, a significant reduction in losses compared to a loss of 201 million yuan in the same period last year [1] - The gross profit margin increased by 3.28 percentage points to 84.79% [1] Group 2 - The Chinese innovative drug industry is entering a new phase of high-quality growth, supported by favorable policies from the National Medical Insurance Administration and the National Health Commission [1] - In the first half of the year, 43 innovative drugs and 45 innovative medical devices were approved in China, marking increases of 59% and 87% year-on-year, respectively [1] - The company is advancing its research pipeline, which includes one marketed drug, four in clinical stages, and several in preclinical research [1] Group 3 - The company is progressing with its self-developed new generation oxazolidinone antibiotic, Contizole tablets, and has initiated clinical trials for its use in treating complex skin and soft tissue infections in patients aged 6 to 17 [2] - The company has received acceptance for its injection MRX-4 application and is conducting a multi-center, randomized, double-blind Phase III clinical trial to evaluate its effectiveness and safety [2][3] - The international multi-center Phase III clinical trial for MRX-4 in treating diabetic foot infections has been approved in China and over 20 other countries, with 465 patients enrolled [3] Group 4 - The company is actively advancing the development of MRX-8 for resistant Gram-negative bacterial infections and plans to explore an inhalation formulation for chronic lung infections [3] - The new drug MRX-5 for non-tuberculous mycobacterial infections has received orphan drug designation from the FDA, and a Phase I clinical trial has been initiated in China with 19 healthy subjects enrolled [3] - The company showcased its core product Contizole tablets and various pipeline products at multiple domestic and international conferences, enhancing its academic influence in the global pharmaceutical innovation field [3] Group 5 - The Chinese innovative drug industry is entering a phase of rapid global development, presenting both challenges and significant opportunities for the company [4] - The company aims to leverage its extensive experience in international innovative drug research and management to accelerate the clinical trials and market launch of its existing products [4] - The company is committed to developing more innovative drugs to meet unmet clinical needs [4]

格隆汇8月19日丨盟科药业(688373.SH)公布2025年半年度报告，报告期实现营业收入6696.98万元，同比 增长10.26%；归属于上市公司股东的净利润-1.39亿元；基本每股收益-0.21元。本报告期内，公司营业 收入6,696.98万元，同比上涨10.26%，主要系公司自研产品康替唑胺片的销量增长所致。 ...

证券日报网讯8月19日晚间，盟科药业发布公告称，公司董事会同意聘任徐有印先生担任公司副总经 理。 ...

（文章来源：每日经济新闻） 盟科药业（SH 688373，收盘价：8.03元）8月19日晚间发布半年度业绩报告称，2025年上半年营业收入 约6697万元，同比增加10.26%；归属于上市公司股东的净利润亏损约1.39亿元；基本每股收益亏损0.21 元。2024年同期营业收入约6074万元；归属于上市公司股东的净利润亏损约2.01亿元；基本每股收益亏 损0.31元。 ...

（文章来源：每日经济新闻） 盟科药业（SH 688373，收盘价：8.03元）8月19日晚间发布公告称，因工作调整，赵东明先生申请辞去 公司副总经理职务。辞任后，赵东明先生将继续在公司任职直至离职手续办理完毕，后续将不再担任公 司其他职务。公司董事会同意聘任徐有印先生担任公司副总经理。 2024年1至12月份，盟科药业的营业收入构成为：医药制造业占比100.0%。 ...

证券代码：688373 证券简称：盟科药业 公告编号：2025-031 上海盟科药业股份有限公司 2025 年半年度募集资金存放与使用情况的专项报告 根据《上市公司募集资金监管规则》《上海证券交易所科创板股票上市规则》 和《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》等有关 规定，上海盟科药业股份有限公司（以下简称"公司"）董事会对 2025 年半年度 募集资金存放与使用情况的专项说明如下： 一、募集资金基本情况 （一）实际募集资金的金额及到账情况 经中国证券监督管理委员会于 2022 年 6 月 9 日出具《关于同意上海盟科药 业股份有限公司首次公开发行股票注册的批复》（证监许可[2022]1204 号），据此 公司获准公开发行的人民币普通股（A 股）13,000.00 万股（每股面值人民币 1 元）于 2022 年 8 月 5 日在上海证券交易所科创板正式上市，发行价格为人民币 8.16 元/股，本次发行募集资金总额为人民币 1,060,800,000.00 元。公司募集资金 总额扣除所有股票发行费用（包括不含增值税承销保荐费用以及其他发行费用） 人民币 101,072,101.88 ...