致：香港交易及結算所有限公司 FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 公司名稱: 諾誠健華醫藥有限公司（於開曼群島註冊成立的有限公司） 呈交日期: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09969 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 25,000,000,000 | USD | 0.000002 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | USD | | | | 本月底結存 | | | 25,000,000,000 | USD | 0.000002 | USD | | 50,000 | 本月底 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 諾誠健華醫藥有限公司（於開曼群島註冊成立的有限公司） 呈交日期: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09969 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 25,000,000,000 | USD | 0.000002 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | USD | | | | 本月底結存 | | | 25,000,000,000 | USD | 0.000002 | USD | | 50,000 | 本月底 ...

2025年12月份收益率表现 从此前公布的最新季报看，宝盈医疗健康沪港深股票在去年三季度前十大重仓股为信达生物、科伦 博泰生物、百利天恒、三生制药、诺诚健华、百济神州、恒瑞医药、康方生物、信立泰、康弘药业。宝 盈创新医疗混合发起式的前十大重仓股为百利天恒、科伦博泰生物、信达生物、三生制药、康方生物、 诺诚健华、康弘药业、信立泰、石药集团、一品红。 对比来看，不仅其中有八只重仓股都相同，而且多只个股都在去年12月里遭遇了大幅下跌，如第一 大重仓股信达生物在当月下跌18.97%，三生制药更是下跌超过22%。 | 名称 | | 复权单位净值增长率% 累计单位净值元 规模 亿元 基金经理 | | | | --- | --- | --- | --- | --- | | 宝盈创新医疗混合发起式C | -14.19 | 0. 8857 | 0. 51 | 姚艺 | | 宝盈创新医疗混合发起式A | -14.14 | 0. 8886 | 0. 47 | 姚艺 | | 宝盈医疗健康沪港深股票C | -13.26 | 1.8650 | 8.29 | 姚艺 | | 宝盈医疗健康沪港深股票A | -13.20 | 1.9630 | ...

Core Viewpoint - Nocera Biopharma's stock price has shown a slight increase of 2.05% recently, but has experienced a decline over the past month, indicating potential volatility in the market [1]. Company Overview - Nocera Biopharma, established on November 3, 2015, and listed on September 21, 2022, is based in Beijing and focuses on the research, production, and commercialization of biopharmaceuticals, particularly in oncology and autoimmune diseases [1]. - The company's revenue composition includes 87.67% from drug sales, 12.04% from technology licensing, and 0.15% each from testing and research services [1]. Financial Performance - For the period from January to September 2025, Nocera Biopharma reported a revenue of 1.115 billion yuan, reflecting a year-on-year growth of 59.85%. However, the net profit attributable to shareholders was a loss of 64.41 million yuan, although this represents a 76.61% improvement compared to the previous period [2]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 16,500, marking an 8.66% rise. The average circulating shares per person remained unchanged at 0 [2]. - The top ten circulating shareholders include several new entrants, such as Wan Jia You Xuan and Ping An Medical Health, while some previous shareholders have exited the list [3].

Group 1 - Huawei's rotating chairman Meng Wanzhou emphasizes the importance of resilience and professionalism in overcoming challenges and creating value in the face of the intelligent transformation wave, highlighting the need for strategic focus and organizational strength by 2026 [27] - Hengrui Medicine plans to increase R&D investment, focusing on oncology, autoimmune, and metabolic diseases, aiming to address unmet clinical needs and enhance international cooperation for global commercialization of Chinese innovative drugs by 2026 [28] - Wanhua Chemical's chairman Liao Zengtai aims to enhance operational quality and focus on technological innovation, particularly in battery materials and high-end new materials, to create a competitive advantage and develop an integrated growth model by 2026 [29] Group 2 - Muyuan Foods' chairman Qin Yinglin reflects on the company's journey from starting with 22 pigs to becoming the largest pig farming enterprise globally, emphasizing the importance of innovation and technology in achieving a dignified and efficient pig farming process by 2026 [30] - Gree Electric's chairman Dong Mingzhu commits to deepening core business and accelerating in smart equipment and new energy sectors, while focusing on green and digital transformation to enhance product quality and service for global users by 2026 [31] - Geely Holding Group's chairman Li Shufu highlights the importance of making bold decisions during critical moments, emphasizing the need to overcome challenges and maintain core values as the company approaches its 40th anniversary in 2026 [32] Group 3 - SAIC Motor's chairman Wang Xiaoqiu outlines the company's commitment to deepening reforms and focusing on intelligent and electric vehicle development, aiming for high-quality growth and user-centered innovation by 2026 [32] - Hengli Group's chairman Chen Jianhua stresses the importance of practical action and innovation in overcoming development challenges, encouraging a proactive approach to seize opportunities in the coming years [33] - LONGi Green Energy's chairman Zhong Baoshan believes the photovoltaic industry is at a pivotal moment, emphasizing the need for technological innovation to navigate challenges and capitalize on the global green energy transition [34] Group 4 - Inspur's chairman Li Jun emphasizes the transformative impact of artificial intelligence on the global economy and the importance of open collaboration to unlock AI's potential, with a focus on building a comprehensive innovation ecosystem by 2026 [35] - TCL's chairman Li Dongsheng highlights the need for strategic focus on achieving global leadership and enhancing core capabilities to drive high-quality development amid economic uncertainties in 2026 [36] - Trina Solar's co-chairman Gao Haichun emphasizes the company's evolution from a product supplier to a system-level innovator, focusing on creating solutions that transcend traditional competition by 2026 [38] Group 5 - JinkoSolar's chairman Li Xian-de discusses the potential of space photovoltaic technology as a sustainable energy solution for future AI power needs, marking the company's 20th anniversary with a vision for universal solar energy [39] - Leo Group's chairman Wang Xiangrong aims to enhance the company's strategic focus and sustainable value, emphasizing collaboration with customers and employees to achieve higher-dimensional value creation by 2026 [40] - Innovent Biologics' chairman Cui Jisong outlines the company's commitment to innovation and global expansion, aiming to launch multiple new drugs and maintain an entrepreneurial spirit in the face of uncertainty by 2026 [41]

Group 1 - Huawei's rotating chairman Meng Wanzhou emphasized the importance of resilience and professionalism in overcoming challenges and creating value, highlighting the long-term strategic opportunities presented by the wave of intelligent transformation [25] - Hengrui Medicine's chairman Sun Piaoyang announced plans to increase R&D investment, focusing on oncology, autoimmune, and metabolic diseases, while promoting international cooperation and accelerating overseas clinical trials [26] - Wanhua Chemical's chairman Liao Zengtai aims to enhance operational quality and focus on technological innovation, particularly in battery materials and high-end new materials [27] Group 2 - Muyuan Foods' chairman Qin Yinglin expressed commitment to smart pig farming and improving animal health, aiming to enhance the quality and safety of pork for consumers [28] - Gree Electric's chairman Dong Mingzhu plans to deepen the core business while accelerating in smart equipment and renewable energy sectors, emphasizing a commitment to green and digital transformation [29] - Geely Holding Group's chairman Li Shufu highlighted the importance of making bold decisions during critical moments, focusing on core values and sustainable development [30] Group 3 - SAIC Motor's chairman Wang Xiaoqiu stated the company will deepen reforms and focus on intelligent and electric vehicle development, aiming for high-quality growth [30] - Hengli Group's chairman Chen Jianhua emphasized the need for a proactive approach to overcome challenges and achieve breakthroughs in the coming years [31] - LONGi Green Energy's chairman Zhong Baoshen believes the photovoltaic industry is at a pivotal moment, with significant opportunities for innovation and growth [32] Group 4 - TCL's chairman Li Dongsheng stressed the importance of maintaining strategic focus and enhancing core capabilities to achieve high-quality development [33] - Inspur's acting chairman Li Jun highlighted the transformative impact of artificial intelligence on the economy and the need for open and collaborative innovation [35] - Trina Solar's co-chairman Gao Haichun mentioned the company's evolution from a product supplier to a solution provider, focusing on system-level product innovation [36] Group 5 - JinkoSolar's chairman Li Xian-de discussed the potential of space photovoltaic technology as a sustainable energy solution for future challenges [37] - LEO Technology's chairman Wang Xiangrong emphasized the importance of creating value beyond mere data growth, focusing on sustainable and collaborative progress [38] - Innovent Biologics' chairman Cui Jisong outlined the company's commitment to innovation and global expansion in the next decade [39] Group 6 - Fosun International's chairman Guo Guangchang highlighted the growing demand for health and wellness, emphasizing the need to leverage the company's strengths in various industries [40] - Obsidian Technology's chairman Huang Yuanhao expressed the importance of innovation in robotics and AI vision, aiming to lead in the upcoming technological revolution [41] - Volkswagen's chairman Yang Guoping emphasized the commitment to brand and innovation as the company embarks on a new journey in the "14th Five-Year Plan" [42]

Group 1 - The company, Innovent Biologics, announced significant progress in clinical research for its novel TYK2 inhibitor soficitinib, with the completion of patient enrollment for a Phase III registration clinical trial for moderate to severe atopic dermatitis (AD) [1] - The Phase III trial for AD included 579 patients, while the Phase II trial for vitiligo enrolled 162 patients, both trials being randomized, double-blind, and placebo-controlled [1] - Soficitinib is a highly selective oral TYK2 inhibitor developed by the company, targeting various T-cell related autoimmune diseases, with a focus on dermatological conditions such as atopic dermatitis and vitiligo [1] Group 2 - According to WHO, there are approximately 230 million people globally suffering from atopic dermatitis, making it the most burdensome non-fatal skin disease, with nearly 70 million patients in China [2] - The Phase II clinical study of soficitinib for moderate to severe atopic dermatitis achieved multiple efficacy endpoints, demonstrating superior efficacy and safety compared to other treatment modalities [2] - Vitiligo affects around 70 million people globally, characterized by the destruction of skin melanocytes, requiring long-term treatment to control lesion progression and promote repigmentation [2] Group 3 - The CEO of Innovent Biologics emphasized the significant unmet clinical needs for both atopic dermatitis and vitiligo, expressing optimism about the progress of soficitinib in addressing these chronic diseases [2]

Core Viewpoint - The company announced significant progress in the clinical research of its novel TYK2 inhibitor soficitinib (ICP-332), with the completion of patient enrollment for the Phase III registration clinical trial, marking a crucial step in addressing AD disease [1] Group 1: Company Developments - The clinical trial for soficitinib has reached a major milestone with the completion of patient enrollment [1] - Soficitinib is a novel TYK2 inhibitor developed by the company [1] Group 2: Industry Context - TYK2 is a member of the Janus kinase (JAK) family and plays a critical role in the JAK-STAT signaling pathway, which is important in the mechanisms of inflammation [1]

Group 1 - The core viewpoint is that the development of innovative drugs in China is supported by both capital market opportunities and policy reforms [1] - The Hong Kong Stock Exchange and the Sci-Tech Innovation Board have provided a platform for unprofitable companies to list, facilitating the growth of innovative pharmaceuticals over the past decade [1] - Policy support has significantly improved since the reform of the drug review system in 2015, accelerating the development of innovative drugs [1] Group 2 - The return of a large number of overseas Chinese professionals has contributed to the talent pool, further stimulating the growth of the industry [1]

诺诚健华 诺诚健华 分时图 日K线 周K线 月K线 20.52 -0.07 -0.34% 1.41% 0.92% 0.49% 0.00% 0.49% 0.92% 1.41% 20.30 20.40 20.49 20.59 20.69 20.78 20.88 09:30 10:30 11:30/13:00 14:00 15:00 15:30 0 4万 7万 11万 诺诚健华企业传播执行总监陆春华表示："中国创新药的知识产权授权给了国际的MNC公司，今年上半 年的总的对外授权的总金额，已经达到了600亿美元，超过了2024年全年，那尤其在前几年资本市场相 对比较薄弱的情况下，中国创新药通过对外授权获得的资本，足以支撑创新药的发展，因为它几乎超过 了IPO的融资，这几年中国的创新药已经成为这个世界创新的名片。" ...