登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688382 证券简称：益方生物 公告编号：2025-020 益方生物科技（上海）股份有限公司 关于股东权益变动的提示性公告 本公司董事会、全体董事及相关股东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。 ■ （二）本次权益变动情况 重要内容提示： ● 本次权益变动属于益方生物科技（上海）股份有限公司（以下简称"公司"）持股5%以上股东履行此 前已披露的减持股份计划以及股权激励归属导致的被动稀释，不触及要约收购。 ● 本次权益变动后，公司股东ABA-Bio（Hong Kong）Limited（以下简称"ABA-Bio"）合计持有公司股 份28,916,393股，持股比例变动至5.00%。 ● 本次权益变动不会导致公司控股股东、实际控制人发生变化。 近日，公司收到股东ABA-Bio的书面通知，现将本次权益变动情况公告如下： 一、本次权益变动基本情况 （一）信息披露义务人基本信息 2025年4月29日，ABA-Bio通过集中竞价方式合计转让公司股份4,023,644股，持股比例由5.73% ...

股份变动性质：持股比例变动至 5% 简式权益变动报告书签署日期：2025 年 4 月 30 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的公 司信息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"《准则 15 号》"）及相关的法律、法规编写本报告书； 益方生物科技（上海）股份有限公司 简式权益变动报告书 上市公司名称：益方生物科技（上海）股份有限公司 股票上市地点：上海证券交易所 股票简称：益方生物 股票代码：688382 信息披露义务人：ABA-Bio（Hong Kong）Limited 住所：RM B3, 19/F, TUNG LEE COMM BLDG 91-97 JERVOIS ST, SHEUNG WAN, HK 通讯地址：上海市浦东新区芳甸路 1155 号浦东嘉里城办公楼 2103A 室 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突； 三、依据《证券法》《收购办法》《准则 15 号》 ...

证券代码：688382 证券简称：益方生物 公告编号：2025-020 益方生物科技（上海）股份有限公司 关于股东权益变动的提示性公告 本公司董事会、全体董事及相关股东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。 | 股东名称 | 变动方式 | | 变动期间 | 变动数量 | 变动比例 | | --- | --- | --- | --- | --- | --- | | | | | | （股） | （%） | | ABA-Bio | 集中竞价 | 2025 年 4 | 月 29 日 | -4,023,644 | -0.70 | | 合计 | / | | / | -4,023,644 | -0.70 | 重要内容提示： 近日，公司收到股东 ABA-Bio 的书面通知，现将本次权益变动情况公告如下： 一、本次权益变动基本情况 （一）信息披露义务人基本信息 | 名称 | ABA-Bio（Hong Kong）Limited | | --- | --- | | 住所 | RM B3, 19/F, TUNG LEE COMM BLDG 91-97 JERV ...

创新药概念持续活跃 百济神州等多股创历史新高 智通财经4月30日电，百济神州、诺诚健华、锦波生物均创出历史新高，科伦药业、益方生物、泽璟制 药、华东医药、恒瑞医药等涨幅靠前。消息面上，2025年一季度，已经出现了超20笔涉及中国药企全球 授权的交易，BD交易有望在今年再创新高。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688382 证券简称：益方生物 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 □是 √否 一、 主要财务数据 (一) 主要会计数据和财务指标 单位：元 币种：人民币 (二) 非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，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。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 第一季度财务报表是否经审计 对公司将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的，以及将《公开发行证券的公司信息披露解释性公告第1号——非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目，应说明原因。 □适用 √不适用 (三) 主要会计数据、财务指标发生变动的情况、原因 √适用 □ ...

二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 11093.86万股，累计占流通股比： 27.64%，较上期变化： -2550.90万股。 一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.1000 | -0.1400 | 28.57 | -0.2000 | | 每股净资产（元） | 3.06 | 3.35 | -8.66 | 3.67 | | 每股公积金(元) | 6.58 | 6.52 | 0.92 | 6.41 | | 每股未分配利润(元) | -4.50 | -4.14 | -8.7 | -3.72 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 0.08 | 0.09 | -11.11 | 0 | | 净利润(亿元) | -0.57 | -0.83 | 31.33 | -1.18 | | 净资产收益率(%) | -3.21 | -4.23 | 24.11 | ...

Revenue and Profitability - The company's revenue for Q1 2025 was ¥8,188,968.92, a decrease of 4.85% compared to ¥8,606,045.10 in the same period last year[3] - The net profit attributable to shareholders was a loss of ¥57,499,070.16, an improvement from a loss of ¥83,177,667.08 in the previous year[3] - The basic and diluted earnings per share were both -¥0.10, an improvement from -¥0.14 in the same period last year[3] - Net loss for Q1 2025 was CNY 57,499,070.16, an improvement of 30.94% compared to a net loss of CNY 83,177,667.08 in Q1 2024[17] Cash Flow and Liquidity - The net cash flow from operating activities was a negative ¥62,024,952.61, compared to a negative ¥89,720,647.28 in the same period last year[3] - The company’s cash inflow from operating activities totaled CNY 2,477,134.27 in Q1 2025, compared to CNY 5,819,313.65 in Q1 2024[19] - The net cash flow from investing activities was -$259,625,660.39, indicating significant cash outflow for investments[20] - The total cash inflow from financing activities was $6,884,523.15, a decrease from $7,215,958.35 in the previous period[20] - The net cash flow from financing activities was $5,547,866.95, compared to $4,734,864.59 previously, showing an increase[20] - The net increase in cash and cash equivalents was -$316,760,939.87, a significant decline from -$86,199,363.71 in the prior period[20] - The ending balance of cash and cash equivalents was $597,185,628.32, down from $1,129,626,308.86 at the beginning of the period[20] Assets and Liabilities - Total assets at the end of the reporting period were ¥1,873,297,152.47, a decrease of 2.47% from ¥1,920,817,174.25 at the end of the previous year[4] - Total current assets as of March 31, 2025, amounted to CNY 1,823,300,104.90, a decrease from CNY 1,870,110,649.46 as of December 31, 2024[12] - Total liabilities decreased to CNY 103,054,740.11 in Q1 2025 from CNY 110,033,961.16 in Q1 2024[14] - The equity attributable to shareholders decreased by 2.24%, from ¥1,810,783,213.08 to ¥1,770,242,412.36[4] - Total equity attributable to shareholders was CNY 1,770,242,412.36 in Q1 2025, down from CNY 1,810,783,213.08 in Q1 2024[14] Research and Development - Research and development expenses totaled ¥60,674,466.51, down 28.41% from ¥84,752,226.60 year-on-year[3] - The ratio of R&D expenses to revenue decreased by 243.87 percentage points, from 984.80% to 740.93%[3] - R&D expenses for Q1 2025 were CNY 60,674,466.51, a decrease of 28.43% from CNY 84,752,226.60 in Q1 2024[16] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 10,559[8] Inventory and Accounts Management - The company reported a significant increase in inventory, although specific figures were not disclosed[12] - The company is actively managing its accounts payable, which decreased to CNY 54,574,331.75 from CNY 59,963,520.00[13] - Accounts receivable increased to CNY 173,587,883.14 from CNY 165,341,591.44, indicating a growth of approximately 7.5%[12] Future Outlook - The company plans to implement new accounting standards starting in 2025, which may affect financial reporting[20] - The company has not disclosed any new product developments or market expansion strategies during this reporting period[11]

Core Insights - Yifang Biotechnology (Shanghai) Co., Ltd. reported a revenue of 169 million yuan for 2024, a year-on-year decrease of 9.02%, and a net loss of 240 million yuan, which is a 15.41% reduction in losses compared to the previous year [1] - The company has made significant progress in its innovative drug development pipeline, although it has not yet achieved profitability [1][2] - The decline in revenue is primarily attributed to reduced income from technology licensing and the lack of substantial sales from new products [1] Financial Performance - Total revenue for 2024 was 169 million yuan, down 9.02% year-on-year [1] - Net loss for the year was 240 million yuan, with a year-on-year improvement of 15.41% [1] - Cumulative unabsorbed losses reached 2.545 billion yuan [1] Product Development - Yifang Biotechnology has received approval for two products: Beifutine (brand name: Saimeina) and Gexuolei (brand name: Anfangning) [1] - The company is advancing its pipeline with several key products, including D-2570 (a TYK2 inhibitor) for moderate to severe psoriasis, which has shown significant efficacy in clinical trials [2] - Other products in development include D-0502 (an oral SERD for breast cancer) and D-0120 (a URAT1 inhibitor), both of which are progressing through clinical trials [2] Commercialization Strategy - The company relies on technology licensing and product sharing for revenue generation [1] - Yifang Biotechnology plans to leverage partner channels for commercialization while exploring its own sales model to accelerate product value realization [2] - The sales team has not yet been established for products outside of licensed offerings, indicating a need for further development in this area [2]

（二）募投项目先期投入及置换情况 报告期内，公司不存在募投项目先期投入及置换情况。 （三）使用闲置募集资金暂时补充流动资金情况实施方式 （一）募集资金投资项目的资金使用情况 截至2024年12月31日，公司募集资金投资项目（以下简称"募投项目"）的资金使用情况详见附表1： 《募集资金使用情况对照表》。 截至2024年12月31日，公司不存在以闲置募集资金暂时补充流动资金的情况。 （四）对闲置募集资金进行现金管理及投资相关产品情况 公司于2023年8月21日召开第一届董事会2023年第四次会议及第一届监事会2023年第三次会议，审议通 过了《关于使用部分闲置募集资金进行现金管理的议案》，同意公司使用不超过人民币10亿元（包含本 数）的暂时闲置募集资金进行现金管理，用于购买安全性高、流动性好、保本型的理财产品或存款类产 品（包括但不限于协定性存款、结构性存款、定期存款、大额存单等）。使用期限自董事会审议通过之 日起12个月内有效，在上述额度和期限内，资金可循环滚动使用。闲置募集资金现金管理到期后将归还 至募集资金专户。 公司于2024年8月21日召开第二届董事会2024年第五次会议及第二届监事会2024年第五次会 ...

Company Overview - The company is an innovative drug development enterprise focused on the research and commercialization of new drugs, with all products being independently developed and holding global intellectual property rights [8] - The company has established a comprehensive research and development system covering the entire drug development process, including drug chemistry, pharmacology, clinical research, and regulatory affairs [22] Financial Performance - In 2024, the company reported a net loss attributable to shareholders of 240.20 million yuan, with a cumulative unremedied loss of 2.54492 billion yuan [7] - The company does not plan to distribute cash dividends or issue bonus shares for the 2024 fiscal year [7] Product Pipeline - The company has two authorized products, Beifu Tini and Gesorese, which have been approved for market entry, while other products are still in clinical development [6][9] - Beifu Tini is a third-generation EGFR tyrosine kinase inhibitor for treating EGFR mutation-positive non-small cell lung cancer, with its second-line indication approved in 2023 and included in the National Medical Insurance Directory [9][10] - Gesorese is a KRAS G12C inhibitor for treating various cancers, with its NDA accepted in December 2023 and approved in November 2024 [11][12] Market Overview - The global pharmaceutical market has shown stable growth, increasing from $1,266.7 billion in 2018 to $1,495 billion in 2022, with a compound annual growth rate (CAGR) of 4.2% [33] - The Chinese pharmaceutical market is expected to grow at a CAGR of 8.1% from 2022 to 2025, reaching 196.27 billion yuan by 2025 [33] - The global oncology drug market has grown from $110.6 billion in 2017 to $181.7 billion in 2021, with a CAGR of 13.2%, and is projected to reach $484.5 billion by 2030 [36] Clinical Trials and Research - The company is conducting multiple clinical trials for its products, including ongoing phase III trials for Taragarestrant and D-0120, which are aimed at treating breast cancer and hyperuricemia, respectively [17][19] - D-2570, a selective TYK2 inhibitor for treating psoriasis, has shown promising results in clinical trials and is expected to provide a new treatment option for autoimmune diseases [20] Competitive Landscape - The company faces competition from established pharmaceutical firms with stronger financial resources and market experience, which may impact its ability to commercialize its products effectively [5] - The innovative drug development industry is characterized by high investment, long cycles, and significant risks, with many products facing uncertainty in their development and market acceptance [4][5]