Aidea Pharma(688488)

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7月28日早间重要公告一览
Xi Niu Cai Jing· 2025-07-28 03:56
Group 1 - Zhejiang Dingli achieved a net profit of 1.051 billion yuan in the first half of 2025, a year-on-year increase of 27.49% [1] - The company reported an operating income of 4.336 billion yuan, representing a year-on-year growth of 12.35% [1] - Basic earnings per share were 2.08 yuan [1] Group 2 - Dexin Technology announced that its shareholder plans to reduce its stake by no more than 1%, equating to 2.3351 million shares [1] - The company specializes in the research, design, manufacturing, and sales of lithium battery cutting molds and precision components [1] Group 3 - Fangda Group signed new orders worth 970 million yuan in the second quarter of 2025 [1] - The total amount of signed but uncompleted contracts reached 4.916 billion yuan by the end of the second quarter [1] Group 4 - Warner Pharmaceutical's shareholder plans to reduce its stake by no more than 1.3 million shares, which is approximately 0.9899% of the total share capital [3] - The company focuses on the research, production, and sales of chemical raw materials and traditional Chinese medicine [3] Group 5 - Zijin Mining's vice president plans to reduce his holdings by no more than 250,300 shares [4] - The company is engaged in the exploration and development of mineral resources, including gold, copper, and lithium [4] Group 6 - Shenkong Co. received government subsidies totaling 14.9 million yuan [6] - The company specializes in the research, production, and sales of large-diameter silicon materials and semiconductor products [6] Group 7 - Jincai Hulin's shareholder plans to reduce its stake by no more than 2.5%, which amounts to 19.4798 million shares [1] - The company is involved in heat treatment equipment manufacturing and related services [1] Group 8 - New Media Co. plans to reduce its stake by no more than 6.8434 million shares, approximately 2.99% of the total share capital [1] - The company focuses on IPTV, internet audio-visual services, and content copyright [1] Group 9 - Aidi Pharmaceutical received a drug registration certificate for its product in Zanzibar, allowing for commercial sales [8] - The product is a new drug developed for the treatment of HIV-1 infection [8] Group 10 - Changlan Technology plans to reduce its stake by no more than 1%, equating to 1.9311 million shares [10] - The company specializes in the research, production, and sales of power cable accessories [10] Group 11 - Qiaofeng Intelligent announced that two shareholders plan to reduce their holdings by no more than 2.14% of the total share capital [12] - The company focuses on the research, production, and sales of CNC machine tools [12] Group 12 - Junxin Co. signed a tripartite preliminary agreement to build a solid waste disposal power facility valued at approximately 280 million USD in Almaty [13] - The company specializes in waste incineration power generation and related environmental services [13] Group 13 - Qinglong Pipe Industry signed a strategic cooperation framework agreement with Tian Shan High-tech [14] - The company is involved in the research, production, and sales of high-quality water supply pipes [14] Group 14 - Defang Nano's shareholder plans to reduce its stake by no more than 1%, equating to 2.7954 million shares [1] - The company specializes in the research, production, and sales of lithium-ion battery materials [1] Group 15 - ST Lutong's specific shareholder plans to reduce its stake by up to 3%, including 2 million shares through centralized bidding and 4 million shares through block trading [1] - The company focuses on cable television network equipment and smart control systems [1] Group 16 - Tongzhou Electronics reported a net profit of 203 million yuan in the first half of 2025, a significant turnaround from a loss of 36.08 million yuan in the previous year [17] - The company achieved an operating income of approximately 540 million yuan, representing a year-on-year growth of 606.52% [17] Group 17 - Rebecca reported a net profit of 9.3759 million yuan in the first half of 2025, a year-on-year increase of 15.31% [18] - The company achieved total operating revenue of approximately 598 million yuan, reflecting a year-on-year growth of 4.20% [18] Group 18 - Ruixin Technology's shareholders plan to reduce their holdings by no more than 4.9493 million shares, which is up to 3% of the total share capital [20] - The company specializes in the research, production, and sales of precision aluminum alloy components [20]
艾迪药业(688488) - 艾迪药业关于艾诺米替片获得桑给巴尔药品注册证书的自愿性披露公告
2025-07-27 08:15
证券代码:688488 证券简称:艾迪药业 公告编号:2025-040 江苏艾迪药业集团股份有限公司 关于艾诺米替片获得桑给巴尔药品注册证书的 自愿性披露公告 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。 江苏艾迪药业集团股份有限公司(以下简称"公司")于近日收到桑给巴尔 (非洲坦桑尼亚联合共和国的组成部分)食品和药品管理局(ZANZIBAR FOOD AND DRUG AGENCY)于 2025 年 7 月 25 日核准签发的艾诺米替片《药品注册 证书》。现将相关情况公告如下: 一、药品注册的基本情况 药品商品名:Aitribond(桑给巴尔当地药品注册名) 规格:艾诺韦林 150mg,拉米夫定 300mg,富马酸替诺福韦二吡呋酯 300mg 药品批准文号:ZNZ76, AR27 JIA 药品注册证书有效期限至:2030 年 7 月 24 日 上市许可持有人:江苏艾迪药业股份有限公司 药品生产企业:江苏艾迪药业股份有限公司 二、药品其他情况 艾诺米替片系公司开发的具有自主知识产权的三联单片复方抗 HIV-1 感染 化学 ...
艾迪药业(688488) - 艾迪药业关于艾诺米替片获得桑给巴尔药品注册证书的自愿性披露公告
2025-07-27 07:45
江苏艾迪药业集团股份有限公司(以下简称"公司")于近日收到桑给巴尔 (非洲坦桑尼亚联合共和国的组成部分)食品和药品管理局(ZANZIBAR FOOD AND DRUG AGENCY)于 2025 年 7 月 25 日核准签发的艾诺米替片《药品注册 证书》。现将相关情况公告如下: 一、药品注册的基本情况 药品商品名:Aitribond(桑给巴尔当地药品注册名) 证券代码:688488 证券简称:艾迪药业 公告编号:2025-040 江苏艾迪药业集团股份有限公司 关于艾诺米替片获得桑给巴尔药品注册证书的 自愿性披露公告 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。 规格:艾诺韦林 150mg,拉米夫定 300mg,富马酸替诺福韦二吡呋酯 300mg 药品批准文号:ZNZ76, AR27 JIA 药品注册证书有效期限至:2030 年 7 月 24 日 上市许可持有人:江苏艾迪药业股份有限公司 药品生产企业:江苏艾迪药业股份有限公司 二、药品其他情况 艾诺米替片系公司开发的具有自主知识产权的三联单片复方抗 HIV-1 感染 化学 ...
艾迪药业(688488):HIV治疗药物布局完善,长效预防引领新纪元
Shenwan Hongyuan Securities· 2025-07-25 11:12
Investment Rating - The report assigns a "Buy" rating for the company, indicating a positive outlook for investment [3][7]. Core Insights - The domestic HIV drug market is experiencing rapid growth, driven primarily by oral combination tablets. The market size for HIV drugs in China is projected to exceed 11 billion yuan by 2027, with a compound annual growth rate of 27% from 2017 to 2023 [6][50]. - The company has a multi-targeted approach in its HIV treatment drug pipeline, addressing diverse patient needs. Key products include the oral non-nucleoside reverse transcriptase inhibitors, which have been approved and included in the national medical insurance directory, leading to significant sales growth [6][7]. - The company is also focusing on developing long-acting pre-exposure prophylaxis (PrEP) drugs, which have substantial market potential in the U.S. market, estimated to be in the tens of billions of dollars [6][7]. Financial Data and Profit Forecast - The company is expected to achieve total revenue of 806 million yuan in 2025, with a year-on-year growth rate of 92.8%. By 2027, revenue is projected to reach 1.263 billion yuan [2]. - The net profit attributable to the parent company is forecasted to be 7 million yuan in 2025, with significant growth anticipated in subsequent years, reaching 166 million yuan by 2027 [2]. - The gross profit margin is expected to improve from 63.2% in 2025 to 75.2% by 2027, reflecting enhanced operational efficiency [2]. Company Overview - The company, established in 2009, specializes in the research, development, production, and sales of pharmaceutical products, focusing on HIV and human protein fields. It has established a strong competitive position in the domestic HIV market [14][23]. - The acquisition of Nanda Pharmaceutical in 2024 is part of the company's strategy to integrate human protein raw materials and formulations, enhancing its product offerings and market reach [28][32]. Market Dynamics - The report highlights the shift in the HIV drug market from government procurement to a combination of government-funded treatments, medical insurance, and out-of-pocket expenses, indicating a more diversified market structure [50][52]. - The company’s HIV drugs are expected to become mainstream products in the domestic market due to their superior efficacy and convenience compared to older government-procured drugs [6][9].
艾迪药业: 艾迪药业关于完成公司名称变更工商登记并换发营业执照的公告
Zheng Quan Zhi Xing· 2025-07-21 09:17
Core Viewpoint - Jiangsu Aidea Pharmaceutical Co., Ltd. has completed the registration of its name change to Jiangsu Aidea Pharmaceutical Group Co., Ltd. and has obtained a new business license [1] Group 1: Company Name Change - The company held its third board meeting and the second extraordinary shareholders' meeting on June 27 and July 14, 2025, respectively, where the proposal to change the company name was approved [1] - The English name has been changed from "Jiangsu Aidea Pharmaceutical Co., Ltd." to "Jiangsu Aidea Pharmaceutical Group Co., Ltd." [1] - The name change does not affect the stock abbreviation and stock code [1] Group 2: Business License and Registration - The company has completed the business registration change and obtained a new business license from the Yangzhou Market Supervision Administration [1] - The new business license details include: - Name: Jiangsu Aidea Pharmaceutical Group Co., Ltd. - Unified Social Credit Code: 913210006979433664 - Type: Joint-stock company (foreign investment, listed) - Legal Representative: Fu Helian - Registered Capital: 420.782808 million RMB - Establishment Date: December 15, 2009 - Address: No. 69, Xinganqian West Road, Hanjiang District, Yangzhou City [1] Group 3: Business Scope - The company's business scope includes drug research and development, production and sales, development, acquisition, processing, and sales of effective components from human urine protein, animal organs, and plant raw materials, as well as technology research and development, transfer, consulting, and services [1] - The company is also engaged in the import and export of general goods and technologies, subject to national regulations [1]
艾迪药业(688488) - 艾迪药业关于完成公司名称变更工商登记并换发营业执照的公告
2025-07-21 09:00
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。 江苏艾迪药业集团股份有限公司(以下简称"公司")于 2025 年 6 月 27 日 和 2025 年 7 月 14 日分别召开了第三届董事会第四次会议和 2025 年第二次临时 股东会,审议通过了《关于变更公司名称及修改<公司章程>的议案》,同意将公 司名称由"江苏艾迪药业股份有限公司"变更为"江苏艾迪药业集团股份有限公 司",公司英文名称由:"Jiangsu Aidea Pharmaceutical Co., Ltd."变更为"Jiangsu Aidea Pharmaceutical Group Co., Ltd.",并相应修改《公司章程》,详见公司于 2025 年 6 月 28 日、2025 年 7 月 15 日在上海证券交易所网站(www.sse.com.cn)、《证 券时报》披露的《江苏艾迪药业股份有限公司关于变更公司名称及修改<公司章 程>的公告》(公告编号:2025-029)、《江苏艾迪药业股份有限公司 2025 年第二 次临时股东会决议公告》(公告编号:2025 ...
研判2025!中国HIV药物行业发展驱动因素、市场规模及企业格局分析:HIV药物发展空间广阔,自费药物为行业发展主要驱动力[图]
Chan Ye Xin Xi Wang· 2025-07-16 00:59
内容概要:HIV药物即抗艾滋病病毒的药物。艾滋病患者数量庞大,HIV药物发展空间广阔,截至2024 年末,全国31个省报告现存活艾滋病病毒(HIV)感染者/AIDS患者135.5万例。现存活HIV感染者74.98 例,AIDS患者60.52例。鉴于我国存活患者人数持续扩大、医保范围逐渐扩大、患病人群支付能力提升 等因素,我国抗HIV病毒药物发展迅速,市场规模大幅增长。2021-2024年中国HIV药物市场规模增速保 持在20%以上,2024年同比大幅增长30.2%达58.36亿元。我国实施"四免一关怀"政策,包括免费向农村 艾滋病病人和城镇经济困难的艾滋病病人提供抗艾滋病病毒治疗药品。2022年以前,免费药物一直是 HIV药物主要市场。随着居民收入持续增加,医疗支付能力不断提升及越来越多的创新HIV药纳入医 保,2022年自费药物市场规模超过免费药物,自费药物市场规模迅速扩大,2024年达37.87亿元,同比 增长47.5%,成为拉动HIV药增长的主要驱动力。2024年免费药物市场规模为20.49亿元,同比增长7%。 目前国内仍以抗HIV仿制药市场为主,截至2024年末,仅有4款国产创新药上市,分别为前沿生物 ...
艾迪药业(688488) - 江苏世纪同仁律师事务所关于江苏艾迪药业股份有限公司2025年第二次临时股东会的法律意见书
2025-07-14 11:45
江苏世纪同仁律师事务所 关于江苏艾迪药业股份有限公司 2025年第二次临时股东会的 法 律 意 见 书 江苏艾迪药业股份有限公司: 根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华人民 共和国证券法》《上市公司股东会规则》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》等法律、法规和规范性文件以及《公司章程》 的规定,本所受公司委托,指派本所律师出席公司 2025年第二次临时股东会, 并就本次股东会的召集、召开程序、出席会议人员资格、召集人资格、表决程序 以及表决结果的合法有效性等事项出具法律意见。 为出具本法律意见书,本所律师对本次股东会所涉及的有关事项进行了审 查,查阅了相关会议文件,并对有关问题进行了必要的核查和验证。 本所律师同意将本法律意见书随公司本次股东会决议一并公告,并依法对本 法律意见书承担相应的责任。 本所律师根据相关法律、法规和规范性文件的要求,按照律师行业公认的业 务标准、道德规范和勤勉尽责精神,出具法律意见如下: 一、关于本次股东会的召集、召开程序 1、本次股东会的召集 本次股东会由董事会召集。2025年6月27日,公司召开了第三届董事会第 四次会议 ...
艾迪药业(688488) - 艾迪药业2025年第二次临时股东会决议公告
2025-07-14 11:45
证券代码:688488 证券简称:艾迪药业 公告编号:2025-037 江苏艾迪药业股份有限公司 2025年第二次临时股东会决议公告 本公司董事会及全体董事保证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: 本次会议是否有被否决议案:无 一、 会议召开和出席情况 (一) 股东会召开的时间:2025 年 7 月 14 日 (二) 股东会召开的地点:南京市玄武区玄武大道 699-18 号百家汇社区 20 栋 5 楼 (三) 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况: | 1、出席会议的股东和代理人人数 | 133 | | --- | --- | | 普通股股东人数 | 133 | | 2、出席会议的股东所持有的表决权数量 | 213,859,404 | | 普通股股东所持有表决权数量 | 213,859,404 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 50.8241 | | 例(%) | | | 普通股股东所持有表决权数量占公司表决权数量的比例(%) | 50.82 ...
艾迪药业(688488) - 艾迪药业关于公司2025年股票期权激励计划内幕信息知情人及激励对象买卖公司股票情况的自查报告
2025-07-14 11:01
及激励对象买卖公司股票情况的自查报告 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。 江苏艾迪药业股份有限公司(以下简称"公司")于 2025 年 6 月 27 日召开 了第三届董事会第四次会议、第三届监事会第四次会议,审议通过了《关于公司 <2025 年股票期权激励计划(草案)>及其摘要的议案》等相关议案,并于 2025 年 6 月 28 日在上海证券交易所网站(www.sse.com.cn)披露了相关公告。 根据《上市公司股权激励管理办法》(以下简称"《管理办法》")、《上市公司 信息披露管理办法》及公司内部制度的有关规定,公司对 2025 年股票期权激励 计划(以下简称"本次激励计划")采取了充分必要的保密措施,对本次激励计 划的内幕信息知情人进行了登记。根据《管理办法》《上海证券交易所科创板股 票上市规则》《科创板上市公司自律监管指南第 4 号——股权激励信息披露》等 法律法规和规范性文件,公司通过中国证券登记结算有限责任公司上海分公司对 本次激励计划的内幕信息知情人和激励对象在本次激励计划草案公开披露前 6 个月 ...