益方生物公告，2024年度营业收入1.69亿元，归属于上市公司股东的净亏损为2.4亿元，归属于上市公司 股东的扣除非经常性损益的净亏损为2.5亿元，亏损幅度较上年同期均有所减少。公司2024年度利润分 配方案为不派发现金红利，不送红股，不以资本公积金转增股本。 ...

Core Viewpoint - The company, Yifang Biotechnology (Shanghai) Co., Ltd., is set to hold its 2024 annual performance briefing on April 28, 2025, to discuss its operational results and financial status for the year 2024, allowing investors to engage in a Q&A session [2][3][6]. Group 1: Event Details - The annual performance briefing will take place on April 28, 2025, from 13:00 to 14:00 [6][7]. - The event will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [3][6]. - Investors can submit questions for the briefing from April 21 to April 25, 2025, through the Roadshow Center or via the company's email [2][8]. Group 2: Participation Information - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center website [6][8]. - The company will address commonly asked questions during the briefing, ensuring transparency and engagement with investors [3][5].

证券代码：688382 证券简称：益方生物 公告编号：2025-014 益方生物科技（上海）股份有限公司 关于召开 2024 年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。 重要内容提示： 益方生物科技（上海）股份有限公司（以下简称"公司"）将于 2025 年 4 月 26 日发布公司 2024 年度报告，为便于广大投资者更全面深入地了解公司 2024 年度经营成果、财务状况，公司计划于 2025 年 4 月 28 日（星期一）13:00-14:00 举行 2024 年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次业绩说明会以网络互动形式召开，公司将针对 2024 年度的经营成果及 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进行回答。 二、说明会召开的时间、地点 董事长、总经理：YAOLIN WANG（王耀林） 董事会秘书：YUEHENG JIANG（江岳恒） 财务总监：史陆伟 独立董事：戴欣苗 （如有特殊情况，参会人员可能进行调整） ...

Investment Rating - The industry investment rating is "Recommended" [1] Core Insights - The report highlights the impact of escalating trade conflicts on the supply chain of pharmaceuticals, particularly regarding the exemption of certain drugs from tariffs, which reflects the U.S.'s reliance on global pharmaceutical supply chains [3] - The report emphasizes the importance of international markets for Chinese pharmaceutical exports, with a projected export value of $107.96 billion in 2024, indicating a growth of 5.9% year-on-year [4] - The report discusses the potential changes in the supply landscape for blood products due to new tariffs, which may accelerate domestic substitution opportunities [6] - The report notes the ongoing evolution of raw material applications, particularly in the nicotine sector, as companies explore new production avenues [8] - The report indicates that the optimization of centralized procurement policies may alleviate pricing pressures on traditional pharmaceutical companies [10] - The report outlines advancements in CAR-T cell therapies, with significant sales growth and the potential for cost reductions in the future [12] Summary by Sections 1. Pharmaceutical Market Tracking - The pharmaceutical industry outperformed the CSI 300 index by 2.57 percentage points in the past week, ranking third among 31 primary industry indices [23] 2. Pharmaceutical Sector Trends and Valuation - The pharmaceutical sector's index has shown a 3.15% increase over the past month, outperforming the CSI 300 index by 4.20 percentage points [40] - The current PE (TTM) for the pharmaceutical sector is 31.25, which is below the historical average of 32.95 [45] 3. Recent Research Achievements - The report lists various deep-dive studies conducted by the research team, focusing on supply and demand dynamics in the blood products sector and the impact of policy support on inhalation drug markets [49] 4. Important Industry Policies and News - Recent policy updates include the release of the 2025 edition of the Pharmacopoeia of the People's Republic of China, which will take effect on October 1, 2025 [52] - Significant industry news includes the approval of new drug applications by major pharmaceutical companies, indicating ongoing innovation and market activity [54][55]

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology industry [2] Core Insights - The Chinese innovative drug sector is entering a harvest period, with a focus on technological innovation and business development (BD) potential [5] - Companies such as Sangfor Biopharma, Kexing Pharmaceutical, and Yifang Biotech are highlighted for their strong growth prospects and innovative pipelines [4][5] Summary by Sections 1. Chinese Innovative Drugs Entering Harvest Period - **Sangfor Biopharma**: Core products are showing steady growth, and the innovative pipeline is gradually yielding results. The PD-1/VEGF dual antibody AK112 has become the first drug to outperform K drug in head-to-head Phase III clinical trials, enhancing the development enthusiasm for PD(L)-1/VEGF dual antibodies. The company has three ongoing clinical trials demonstrating excellent efficacy and BD potential [7][8] - **Kexing Pharmaceutical**: The CAR-T therapy shows significant potential, with its first product, CT053, approved for treating multiple myeloma in February 2024. Another product, CT041, is a potential first-in-class CAR-T for Claudin18.2, with a Phase II trial for gastric cancer completed. The company is well-positioned in the universal CAR-T technology space [11][12] - **Yifang Biotech**: The drug D-2570 shows promising data for treating psoriasis, with clinical results indicating significant efficacy compared to placebo. The drug is in Phase II trials and ranks third among domestic products, with a large patient population and a competitive landscape [14][15] 2. Weekly Market Review and Hotspot Tracking (March 31 - April 3, 2025) - The pharmaceutical and biotechnology sector index rose by 1.2%, outperforming the CSI 300 index by 2.57%. Year-to-date, the sector index has increased by 4.77%, also outperforming the CSI 300 index by 6.64 [16][18] - The top five performing stocks during this period included Duorui Pharmaceutical (up 56.32%), Weisi Medical (up 31.80%), and Hasanlian (up 31.15%) [29][32] 3. Overall Investment Strategy and Allocation Thoughts - The development of AI is driving the widespread adoption of AI in healthcare, with many medical companies exploring AI applications. Companies with extensive patient data and those with health insurance data are expected to have significant application potential. The report suggests focusing on innovative drugs and companies with a turning point in fundamentals [4][5]

持股 5%以上股东减持股份计划公告 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。 重要内容提示： 证券代码：688382 证券简称：益方生物 公告编号：2025-013 益方生物科技（上海）股份有限公司 公司于近日收到股东 ABA-Bio 出具的《关于股东减持计划的告知函》，现将 相关减持计划公告如下： | 股东名称 | ABA-Bio | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他：不适用 | | | 一、减持主体的基本情况 1 大股东持有的基本情况：截至本公告披露日，益方生物科技（上海） 股份有限公司（以下简称"公司"）股东 ABA-Bio（Hong Kong）Limited （以下简称"ABA-Bio"）持有公司股份 32,940,037 股，占公司总股本 的 5.70%。 减持计划的主要内 ...

益方生物: 益方生物股东减持股份结果公告 证券代码：688382 证券简称：益方生物 公告编号：2025-012 益方生物科技（上海）股份有限公司 股东减持股份结果公告 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。 重要内容提示： ? 大股东及其一致行动人持有的基本情况：本次减持计划实施前，益方生物科 技（上海）股份有限公司（以下简称"公司"）股东 LAV Apex Hong Kong Limited （以下简称"LAV Apex"）持有公司股份 24,079,222 股，占公司总股本的 4.18%； LAV Alpha Hong Kong Limited（以下简称"LAV Alpha"）持有公司股份 下简称"LAV Inventis"）持有公司股份 5,224,627 股，占公司总股本的 0.91%； 苏州礼康股权投资中心（有限合伙） （以下简称"苏州礼康"）持有公司股份 司股份 44,470,848 股，占公司总股本的 7.71%。上述股东的股份均为 IPO 前 取得。 ? 减持计划的实施结果情况：202 ...

证券代码：688382 证券简称：益方生物 公告编号：2025-012 益方生物科技（上海）股份有限公司 股东减持股份结果公告 公司于近日收到股东 LAV Apex、LAV Alpha、LAV Inventis、苏州礼康出具 的《关于提前终止减持计划的告知函》，现将相关减持结果公告如下： | 股东名称 | LAV Apex、LAV Alpha、LAV Inventis、苏州礼康 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他：不适用 | | | | 持股数量 | 44,470,848 股 | | | | 持股比例 | 7.71% | | | | 当前持股股份来源 | 前取得：44,470,848 股 IPO | | | 一、减持主体减持前基本情况 上述减持主体存在一致行动人： | | 股东名称 | 持有数量 | 持有比例 | 一致行动关系形成原因 | | --- | --- | --- | --- ...

证券代码：688382 证券简称：益方生物 公告编号： 2025-011 登录新浪财经APP 搜索【信披】查看更多考评等级 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： ● 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为1,582,649股。 本次股票上市流通总数为1,582,649股。 ● 本次股票上市流通日期为2025年3月31日。 根据中国证监会、上海证券交易所、中国证券登记结算有限责任公司上海分公司有关业务规则的规 定，益方生物科技（上海）股份有限公司（以下简称"公司"）于近日收到中国证券登记结算有限责任公 司上海分公司出具的《证券变更登记证明》，公司于2025年3月24日完成了2022年限制性股票激励计划 （以下简称"本次激励计划"）首次授予部分第二个归属期及预留授予部分（第二批）第一个归属期的股 份登记工作。现将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 （一）2022年12月23日，公司召开了第一届董事会2022年第八次会议，会议审议通过了《关于〈益 ...

益方生物: 益方生物关于2022年限制性股票激励计 划首次授予部分第二个归属期及预留授予部分（第 二批）第一个归属期归属结果暨股票上市公告 证券代码：688382 证券简称：益方生物 公告编号：2025-011 益方生物科技（上海）股份有限公司 关于 2022 年限制性股票激励计划首次授予部分 第二个归属期及预留授予部分（第二批）第一个归属期 归属结果暨股票上市公告 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。 重要内容提示： ? 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 本次股票上市流通总数为 1,582,649 股。 ? 本次股票上市流通日期为 2025 年 3 月 31 日。 根据中国证监会、上海证券交易所、中国证券登记结算有限责任公司上海分公 司有关业务规则的规定，益方生物科技（上海）股份有限公司（以下简称"公司"） 于近日收到中国证券登记结算有限责任公司上海分公司出具的《证券变更登记证 明》，公司于 2025 年 3 月 24 日完成了 2022 年限制性股票激励计划（以下简称"本 次激励 ...