Core Insights - The innovation drug industry in China is experiencing significant advancements in product research and development, with companies actively discussing their progress and strategies during the recent performance briefing session [1][2][3]. Group 1: Product Innovation and R&D Progress - Companies like Fudan Zhangjiang and Olin Bio are making notable advancements in their product pipelines, focusing on photodynamic therapy and vaccines for "super bacteria" [1][2]. - Fudan Zhangjiang is developing several drugs targeting conditions such as severe acne and bladder cancer, with ongoing clinical studies [2]. - Olin Bio is researching multiple vaccines for "super bacteria," aiming to initiate clinical trials for flu vaccines by mid-2025 [2]. Group 2: Business Expansion and Market Strategy - Companies are planning to expand their production capacity to support product commercialization, with Baiyao Tai focusing on launching several products that have completed Phase III clinical trials [3][4]. - Shian Bio is set to contribute significant revenue from its various vaccine products, including those for swine fever and other diseases [4]. Group 3: Internationalization and Market Entry - The trend of "going global" is a major focus for the domestic biopharmaceutical industry, with companies exploring diverse international pathways [5]. - Yuantong Bio is awaiting FDA approval for its naloxone nasal spray, marking a step towards international market entry [5]. - Aidi Pharmaceutical has received regulatory approval for its HIV treatment in Zanzibar, highlighting its international expansion efforts [6]. - Companies like Ailis and Haichuang Pharmaceutical are actively pursuing overseas partnerships and clinical trials to enhance their global presence [6][7].

Group 1 - The chemical pharmaceutical sector increased by 0.78% on September 12, with Yuan Dong Biological leading the gains [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] - Notable gainers in the chemical pharmaceutical sector included Yuan Dong Biological, which rose by 11.33% to a closing price of 58.88, and Nuo Cheng Jian Hua, which increased by 11.14% to 29.62 [1] Group 2 - The chemical pharmaceutical sector saw a net inflow of 628 million yuan from institutional investors, while retail investors experienced a net outflow of 776 million yuan [2][3] - Major stocks with significant net inflows included Guang Sheng Tang with 264 million yuan and An Li Kang with 130 million yuan [3] - Conversely, stocks like Tai En Kang and Xin Ju Wei faced declines of 3.89% and 2.41%, respectively, indicating mixed performance within the sector [2]

Group 1 - The core viewpoint of the news is that Yuan Dong Bio has seen a stock price increase of 5.03%, reaching 55.55 CNY per share, with a total market capitalization of 9.806 billion CNY [1] - Yuan Dong Bio, established on June 1, 2009, and listed on September 2, 2020, specializes in the research, production, and sales of chemical raw materials and chemical drug formulations [1] - The company's main revenue sources are: 78.75% from formulation sales, 9.22% from raw material sales, 6.79% from technical services and transfers, 4.01% from CMO/CDMO, and 1.22% from other sources [1] Group 2 - From the perspective of fund holdings, Hongde Fund has a significant position in Yuan Dong Bio, with its Hongde Medical Innovation Mixed Fund A (012481) holding 27,000 shares, accounting for 7.84% of the fund's net value [2] - The fund has generated an estimated floating profit of approximately 71,800 CNY today [2] - The Hongde Medical Innovation Mixed Fund A was established on February 22, 2023, with a current scale of 10.4748 million CNY and has achieved a year-to-date return of 55.59% [2]

Group 1 - The stock of Yuandong Biopharmaceuticals fell by 5.01% on September 9, closing at 56.14 CNY per share, with a trading volume of 187 million CNY and a turnover rate of 1.82%, resulting in a total market capitalization of 9.911 billion CNY [1] - Yuandong Biopharmaceuticals, established on June 1, 2009, and listed on September 2, 2020, is based in Chengdu, Sichuan Province. The company's main business involves the research, production, and sales of chemical raw materials and chemical drug formulations [1] - The revenue composition of Yuandong Biopharmaceuticals includes 78.75% from formulation sales, 9.22% from raw material sales, 6.79% from technical services and transfers, 4.01% from CMO/CDMO services, and 1.22% from other sources [1] Group 2 - The Hongde Medical Innovation Mixed Fund A (012481) holds 27,000 shares of Yuandong Biopharmaceuticals, representing 7.84% of the fund's net value, making it the third-largest holding. The estimated floating loss today is approximately 79,900 CNY [2] - The Hongde Medical Innovation Mixed Fund A was established on February 22, 2023, with a latest scale of 10.4748 million CNY. Year-to-date returns are 66.27%, ranking 251 out of 8,179 in its category; the one-year return is 85.28%, ranking 598 out of 7,984; and since inception, the return is 10.87% [2]

Company Overview - Yuan Dong Bio-pharmaceutical Co., Ltd. is located in Chengdu, Sichuan Province, established on June 1, 2009, and listed on September 2, 2020. The company specializes in the research, production, and sales of chemical raw materials and chemical drug formulations [1] - The main revenue composition includes: 78.75% from formulation sales, 9.22% from raw material sales, 6.79% from technical services and transfers, 4.01% from CMO/CDMO, and 1.22% from other sources [1] Stock Performance - On September 8, Yuan Dong Bio's stock fell by 5.19%, trading at 57.22 CNY per share, with a transaction volume of 78.536 million CNY and a turnover rate of 0.76%. The total market capitalization is 10.101 billion CNY [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Industrial Bank, the Industrial Bank Healthcare A (011466), holds 699,200 shares of Yuan Dong Bio, accounting for 7.46% of the fund's net value, making it the largest holding [2] - The fund has reported a floating loss of approximately 2.1886 million CNY as of the latest data [2] Fund Manager Information - The fund manager of Industrial Bank Healthcare A is Chen Xu, who has been in the position for 4 years and 186 days. The total asset size of the fund is 385 million CNY, with the best return during the tenure being -10.59% and the worst return being -12.57% [3]

Group 1 - The core point of the article is that Yuandong Biologics has received approval from the National Medical Products Administration for the drug registration certificate for Pirfenidone tablets [2] Group 2 - The announcement was made on the evening of September 5, indicating a significant regulatory milestone for the company [2] - The approval of the drug is expected to enhance the company's product portfolio and market presence [2] - This development may lead to potential revenue growth opportunities for Yuandong Biologics in the pharmaceutical market [2]

Group 1 - The company, Yuandong Biotech, announced its participation in the 2025 semi-annual performance briefing for the innovative drug industry organized by the Shanghai Stock Exchange [1] - The event is scheduled for September 16, 2025, from 15:00 to 17:00 [1]

Group 1 - The company has received the drug registration certificate for Pirfenidone Tablets from the National Medical Products Administration, indicating compliance with drug registration requirements [1][2] - The drug is classified as a Class 4 chemical drug and is indicated for the treatment of partial seizures in adults and children aged 4 years and above [2] - The original developer of the drug is Eisai Europe Limited, which first launched it in the EU in July 2012, followed by approvals in the US and Japan [2] Group 2 - The sales amount for the original drug in 2024 is projected to be approximately 96.52 million yuan, reflecting a year-on-year growth of 39.74% [2] - The company has entered into a commercial cooperation agreement with Anhui Wanbang Pharmaceutical Technology Co., Ltd., where Wanbang will handle sales and promotion of the drug [2] - The company is responsible for the production and supply of the drug and will share in the profits from sales after the drug is launched [2]

Core Viewpoint - Chengdu Easton Biopharmaceutical Co., Ltd. will participate in the 2025 semi-annual performance briefing for the innovative drug industry on September 16, 2025, to enhance communication with investors regarding its operational results and financial indicators for the first half of 2025 [1][2]. Group 1: Meeting Details - The meeting is scheduled for September 16, 2025, from 15:00 to 17:00 [2]. - The location of the meeting is the Shanghai Stock Exchange Roadshow Center, accessible via the website: https://roadshow.sseinfo.com/ [2][4]. - The format of the meeting will be an online interactive session [2][4]. Group 2: Participants and Interaction - Key participants include General Manager Yuan Mingxu, Board Secretary Li Shuyun, and Chief Financial Officer Bo Xiaoqin [2]. - Investors can participate online during the meeting and submit questions in advance from September 8 to September 15, 2025, by visiting the Roadshow Center or emailing the company [2][4]. Group 3: Contact Information - For inquiries, investors can contact the Securities Department at 028-86106668 or via email at ydsw@eastonpharma.cn [3].

证券代码：688513 证券简称：苑东生物 公告编号：2025-061 成都苑东生物制药股份有限公司 关于参加 2025 年半年度科创板创新药行业集体 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： 成都苑东生物制药股份有限公司（以下简称"公司"）已于 2025 年 8 月 19 日 发布公司 2025 年半年度报告，为加强与投资者的深入交流，使投资者更加全面、 深入地了解公司 2025 年半年度的经营成果、财务指标等情况，公司计划于 2025 年 9 月 16 日（星期二）下午 15:00-17:00 参加由上海证券交易所举办的 2025 年 半年度科创板创新药行业集体业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 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。 （一）会议召开时间：2025 年 9 月 16 日（星期二）下午 15:00-17 ...