证券代码：688399 证券简称：硕世生物 公告编号：2025-029 江苏硕世生物科技股份有限公司 关于召开 2025 年半年度业绩 重要内容提示： ??会议召开时间：2025 年 08 月 28 日（星期四）14:00-15:00 ? 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 08 月 21 日（星期四）至 08 月 27 日（星期三） 公司邮箱 sssw@s-sbio.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。 江苏硕世生物科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 9 日发布公司 2025 年半年度报告，为便于广大投资者更全面 深入地了解公司 2025 年半年度经营成果、财务状况及利润分配事项， 公司计划于 2025 年 08 月 28 日（星期四）14:00-15:00 举行 2025 年 半年度业绩暨现金分红说明会，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 202 ...

江苏硕世生物科技股份有限公司 2025 年第一次临时股东大会会议材料 证券简称：硕世生物 证券代码：688399 江苏硕世生物科技股份有限公司 2025 年第一次临时股东大会 会议材料 2025 年 8 月 27 日 江苏硕世生物科技股份有限公司 2025 年第一次临时股东大会会议材料 江苏硕世生物科技股份有限公司 2025 年第一次临时股东大会会议须知 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证 大会的顺利进行，根据《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司股东大会规则》以及《江苏硕世生物科技股份有限公司章程》《江苏硕世 生物科技股份有限公司股东大会议事规则》等相关规定，特制定 2025 年第一次 临时股东大会须知。 一、为保证本次大会的严肃性和正常秩序，切实维护与会股东（或股东代理 人）的合法权益，除出席会议的股东（或股东代理人）、公司董事、监事、高级 管理人员、见证律师及董事会邀请的人员外，公司有权依法拒绝其他无关人员进 入会场。 二、出席会议的股东及股东代理人须在会议召开前半小时到会议现场办理签 到手续，并按规定出示证券账户卡、身份证明文件或营业执照复印件（加 ...

证券代码：688399 证券简称：硕世生物 公告编号：2025-029 江苏硕世生物科技股份有限公司 关于召开 2025 年半年度业绩 暨现金分红说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 投资者可于 2025 年 08 月 21 日（星期四）至 08 月 27 日（星期三） 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 sssw@s-sbio.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。 江苏硕世生物科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 9 日发布公司 2025 年半年度报告，为便于广大投资者更全面 深入地了解公司 2025 年半年度经营成果、财务状况及利润分配事项， 公司计划于 2025 年 08 月 28 日（星期四）14:00-15:00 举行 2025 年 半年度业绩暨现金分红说明会，就投资者关心的问题进行交流。 会议召开时间：2025 年 08 月 28 日（星期四）14:00-15:00 会议召开地 ...

Core Viewpoint - The financial performance of Shuoshi Biological (688399) in the first half of 2025 is disappointing, with significant declines in key financial metrics [2][9]. Financial Performance Overview - Total revenue for the reporting period was 176 million yuan, a year-on-year decrease of 1.05% [2]. - Net profit attributable to shareholders was only 3.99 million yuan, down 86.35% year-on-year [2]. - The net profit after deducting non-recurring items recorded a loss of 28.05 million yuan, a year-on-year decline of 1219.78% [2]. Quarterly Data - In the second quarter, total revenue was 83.97 million yuan, a decrease of 2.73% year-on-year [3]. - The net profit attributable to shareholders for the second quarter was -8.83 million yuan, an increase of 18.48% year-on-year [3]. - The net profit after deducting non-recurring items for the second quarter was -22.47 million yuan, down 32.17% year-on-year [3]. Key Financial Indicators Analysis - The company's profitability has significantly weakened, with a gross margin of 62.44%, down 8.35 percentage points year-on-year [4]. - The net profit margin was 2.27%, a decrease of 86.2 percentage points year-on-year [4]. - Earnings per share were 0.05 yuan, down 85.29% year-on-year [4]. Costs and Expenses - Total sales, management, and financial expenses amounted to 96.32 million yuan, accounting for 54.86% of revenue, an increase of 8.66 percentage points year-on-year [5]. - The increase in financial expenses was primarily due to the company's shift in investment strategy, reducing bank deposits and thus decreasing interest income [5]. Asset Status - The company's cash and cash equivalents were 496 million yuan, a decrease of 69.37% year-on-year [6]. - Accounts receivable stood at 65.70 million yuan, down 7.94% year-on-year [6]. - Interest-bearing liabilities increased to 404 million yuan, up 28.43% year-on-year [6]. - The net cash flow from operating activities was negative, with operating cash flow per share at -0.01 yuan, a decrease of 100.54% year-on-year [6]. Main Business Composition - The main source of revenue for the company is diagnostic reagents, generating 151 million yuan, accounting for 85.89% of total revenue, with a gross margin of 68.36% [7]. - Revenue from purchased instruments and materials, testing instruments, testing services, and other businesses accounted for 7.19%, 3.84%, 2.24%, and 0.84% respectively, with significant variations in gross margins, particularly testing services which had a negative gross margin of -9.54% [7]. Operational Review - The company focuses on the research, production, and sales of in vitro diagnostic reagents and related testing instruments, while also expanding into the in vitro testing services sector [8]. - Despite significant investment in research and development, which accounted for 23.15% of revenue, overall performance has declined [8]. - International revenue grew by 31.32% year-on-year, indicating potential for market expansion, while domestic revenue was 169 million yuan, accounting for 96.05% of total revenue, with a gross margin of 62.03%, lower than the international business margin of 72.49% [8].

硕世生物首次公开发行股票募集资金总额为68,579.48万元，募集资金净额为61,293.36万元，较原计划多 21,028.36万元。硕世生物于2019年11月29日披露招股说明书显示，该公司拟募集资金40,265万元，计划 用于硕世生物泰州总部产业园项目。 硕世生物首次公开发行股票的发行费用总额为7,286.12万元(发行费用均为含税金额)，其中，保荐及承 销费用为5,493.46万元。 2025年6月7日，硕世生物公告以每10股转增4.8股，股权登记日2025年6月12日，除权除息日2025年6月 13日，红股上市日2025年6月13日。 中国经济网北京8月11日讯硕世生物(688399.SH)近日披露2025年半年度报告。报告期内，该公司实现营 业收入1.76亿元，同比下降1.05%；实现归属于上市公司股东的净利润399.26万元，同比下降86.35%； 实现归属于上市公司股东的扣除非经常性损益的净利润-2804.79万元，上年同期为-212.52万元；经营活 动产生的现金流量净额为-57.56万元，上年同期为7428.90万元。 2024年，硕世生物实现营业收入3.50亿元，同比下降13.29%；归 ...

Group 1 - Tsinghua Unigroup's control will change as Hunan Sailuxian will acquire approximately 58.61 million shares from its controlling shareholder, Tsinghua Technology Service Co., Ltd, leading to a shift in control of Tsinghua Unigroup [1] - The new controlling shareholder will need to stabilize the company's operations amidst industry consolidation, and investors should pay attention to future asset integration and the new shareholder's resource injection capabilities, with potential short-term stock price volatility [1] Group 2 - Shuoshi Bio reported a revenue of 176 million yuan, a year-on-year decrease of 1.05%, and a net profit attributable to shareholders of 3.99 million yuan, down 86.35% year-on-year, primarily due to the deepening of centralized procurement in the in vitro diagnostic industry and an increase in the VAT rate to 13% [2] - The decline in net profit is attributed to pressure on product prices from industry procurement, a significant drop in gross margin, and a 13.11% reduction in R&D investment, which may weaken long-term competitiveness [2] Group 3 - Fosun Pharma's subsidiary, Shanghai Fuhong Hanlin Biotech, received FDA approval to conduct Phase I clinical trials for HLX43, a targeted PD-L1 antibody-drug conjugate for thymic cancer, marking a significant step in the internationalization of innovative drugs [3] - The drug's dual advantages of immune modulation and precise targeting position it competitively in the global market, with the potential to fill a treatment gap for thymic cancer if subsequent data is positive [3] Group 4 - Junshi Biosciences announced that the National Medical Products Administration has accepted the application for the 13th indication of its PD-1 monoclonal antibody, Toripalimab, for use in combination with HER2 ADC for patients with locally advanced or metastatic urothelial carcinoma expressing HER2 [4] - This combination is expected to further strengthen Junshi's differentiated positioning in the PD-1 market and enhance collaboration with Rongchang Bio on ADC development [4]

Core Viewpoint - Shuoshi Biotechnology (688399) reported a significant decline in performance despite reaching a new high in stock price for the year, with a revenue drop of 1.05% and a net profit decrease of 86.35% in the first half of 2025 [1][2]. Group 1: Financial Performance - The company achieved approximately 176 million yuan in revenue for the first half of 2025, down from the previous year [1]. - The net profit attributable to shareholders was about 3.99 million yuan, a decline of 86.35% year-on-year [1]. - The company has experienced net profit losses for two consecutive years, with revenues of approximately 403 million yuan and 350 million yuan for 2023 and 2024, respectively, and corresponding net profits of -374 million yuan and -2 million yuan [3]. Group 2: Business Composition - The testing reagent business remains the primary revenue source, generating 151 million yuan in the first half of 2025, accounting for 85.89% of total revenue, which is a decrease from 90.25% in the same period last year [2]. - The gross margin for the testing reagent business fell to 68.36% from 75.16% year-on-year [2]. Group 3: Research and Development - Research and development (R&D) investment decreased to 40.64 million yuan, a reduction of 13.11% compared to the previous year [2]. - The proportion of R&D investment relative to revenue declined from 26.36% to 23.15% year-on-year [2]. - The number of R&D personnel also decreased from 144 to 128 [2]. Group 4: Strategic Initiatives - Despite the performance decline, the company plans to distribute cash dividends of 34 yuan per 10 shares, totaling 285 million yuan [3]. - To support its international development strategy, the company intends to invest 3 million USD in establishing a subsidiary in Brazil through its wholly-owned subsidiary in Hong Kong [3].

Core Viewpoint - The article highlights the increasing trend of interim dividends among A-share companies, with many firms announcing substantial profit distributions, indicating a robust performance in the first half of the year despite some experiencing revenue declines [3][4][8]. Summary by Sections Interim Dividend Announcements - As of August 8, companies like Guanggang Gas (688548.SH) and Shuoshi Bio (688399.SH) have announced interim profit distributions, with Shuoshi Bio proposing a distribution of 3.4 yuan per share, totaling 285 million yuan [3][4]. - Nearly 50 A-share companies have disclosed interim dividend proposals, with a total distribution amount exceeding 720 billion yuan [4][6]. Major Dividend Payers - China Mobile (600941.SH) leads with a proposed dividend of 2.75 HKD per share, amounting to approximately 594.32 billion HKD (over 540 billion yuan) [4][6]. - Other significant companies include Ningde Times (300750.SZ) and Oriental Yuhong, with proposed distributions of 10.07 yuan and 9.25 yuan per share, respectively [5][6]. Performance of Dividend Companies - Many companies proposing high dividends have reported revenue and profit growth in the first half of the year, such as Dongpeng Beverage, which achieved a revenue of 10.737 billion yuan and a net profit of 2.375 billion yuan, both up over 30% year-on-year [8]. - However, some companies like China Mobile and Cangge Mining (000408.SZ) experienced slight revenue declines, with China Mobile's revenue at 543.769 billion yuan, down 0.54% year-on-year [8][9]. Upcoming Dividend Distributions - Three A-share companies, including Sujiao Science and Technology (300284.SZ), are set to implement interim dividends next week, with Sujiao proposing a distribution of 0.2 yuan per share [10][11]. Trends in Dividend Distribution - The trend of increased dividend distributions is supported by regulatory encouragement, with the total cash dividends for A-share companies in 2024 projected to reach 2.4 trillion yuan, a 9% increase from 2023 [12]. - The frequency of dividend payments is also rising, with many companies adopting policies for multiple distributions within a year [12]. Investment Considerations - Investors are advised to analyze dividend yield, coverage ratio, and sustainability when selecting stocks, considering industry differences and company fundamentals [12][13]. - In mature industries, high dividends are attractive, while in growth sectors, increased dividends may indicate a shift towards maturity or a change in profit models [13][14].

Core Viewpoint - The company Shuoshi Biological (688399) reported a significant decline in performance for the first half of 2025, despite reaching a new high in stock price earlier in the year [1][2]. Financial Performance - The company achieved operating revenue of approximately 176 million yuan, a year-on-year decrease of 1.05% [2]. - The net profit attributable to shareholders was about 3.99 million yuan, down 86.35% compared to the previous year [2]. - The total profit for the period was approximately 7 million yuan, reflecting a decline of 78.37% [2]. - The net cash flow from operating activities was negative, amounting to -575.64 thousand yuan, a decrease of 100.77% [2]. - The company's net assets at the end of the reporting period were approximately 3.25 billion yuan, a slight increase of 0.13% from the previous year [2]. Business Overview - Shuoshi Biological focuses on the research, production, and sales of in vitro diagnostic reagents and related testing instruments, expanding into in vitro testing services [1]. - The company has over 700 products used in various fields, including infectious disease prevention, clinical testing, and population screening [1]. - The in vitro diagnostic reagent business accounted for 85.89% of total revenue in the first half of 2025, down from 90.25% in the same period last year [3]. Industry Context - The in vitro diagnostic industry is experiencing intense competition, with companies increasing R&D investments to develop more efficient and accurate diagnostic products [3]. - Despite existing barriers to entry, the industry's high profit margins and growth potential are attracting more capital, which may intensify competition [3]. R&D and Future Plans - R&D investment decreased by 13.11% year-on-year, amounting to approximately 40.64 million yuan, with the proportion of R&D spending relative to revenue dropping from 26.36% to 23.15% [4]. - The number of R&D personnel also declined from 144 to 128 [4]. - The company plans to distribute a cash dividend of 34 yuan per 10 shares, totaling approximately 285 million yuan [4]. - To support international development, the company intends to invest 3 million USD in establishing a subsidiary in Brazil [4].

据证券之星公开数据整理，近期硕世生物（688399）发布2025年中报。根据财报显示，硕世生物净利润 减86.35%。截至本报告期末，公司营业总收入1.76亿元，同比下降1.05%，归母净利润399.26万元，同 比下降86.35%。按单季度数据看，第二季度营业总收入8397.21万元，同比下降2.73%，第二季度归母净 利润-882.68万元，同比上升18.48%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率62.44%，同比减8.35%，净利率2.27%， 同比减86.2%，销售费用、管理费用、财务费用总计9632.35万元，三费占营收比54.86%，同比增 8.66%，每股净资产38.81元，同比减33.76%，每股经营性现金流-0.01元，同比减100.54%，每股收益 0.05元，同比减85.29% 商业模式：公司业绩主要依靠营销驱动。需要仔细研究这类驱动力背后的实际情况。 | 基金筒称 | 基金代码 | 持有股数 | 持仓变动 | 数据来源 | | --- | --- | --- | --- | --- | | 鑫元专精特新混合A | 015071 | 12.00万股 | 增仓 | 2 ...