Group 1: Yuan Dong Bio - In the first half of 2025, Yuan Dong Bio achieved revenue of 654 million, a year-on-year decrease of 2.25%, and a net profit attributable to shareholders of 137 million, down 6.77%. Excluding stock incentive expenses, net profit increased by 0.28% [1] - R&D investment was approximately 133 million, accounting for 20.25% of revenue, with new drug R&D investment amounting to 44.83 million, representing 33.83% of total R&D expenditure [1] - The company is responding to centralized procurement policies by enhancing innovation, deepening transformation, and improving operational efficiency across the value chain [1] - The ADC innovative drug YLSH003 has completed preclinical research and IND application, while HP-001 is undergoing Phase I clinical trials with overall safety deemed good [1] Group 2: Shan Jin International - Shan Jin International reported a decrease in gold production in the first half of 2023 compared to the same period last year, but is implementing various measures to recover production in the second half [2] - The trading company experienced losses primarily due to the net profit from the consolidation of overseas entities [2] - The company has strategic plans for 2023, focusing on existing mine management and resource project development to achieve its goals [2] - The Osino project is expected to commence production in the first half of 2027, with an average annual gold output of 5 tons, contributing significantly to future production growth [2] - The dividend policy remains stable, with the main gold-producing mines expected to contribute 95.87% to the company's net profit in 2024 [2]

Group 1 - The core viewpoint of the news is that Chenyang Investment has conducted research on a listed company, Yuandong Bio, revealing its financial performance and strategic initiatives in response to market challenges [1] Group 2 - Yuandong Bio reported a revenue of 654 million yuan for the first half of 2025, a year-on-year decrease of 2.25%, and a net profit attributable to shareholders of 137 million yuan, down 6.77% year-on-year, although excluding stock incentive costs, it showed a slight increase of 0.28% [1] - The company's R&D investment was approximately 133 million yuan, accounting for 20.25% of its revenue, with new drug development expenditures amounting to 44.83 million yuan, representing 33.83% of total R&D spending [1] - The international business includes APIs and formulations, with multiple products either registered or submitted for registration [1] - The API and CDMO segment achieved a revenue of 87 million yuan, reflecting a year-on-year growth of 3.17%, although the growth rate has slowed [1] - Yuandong Bio is addressing the impact of centralized procurement policies through innovation-driven strategies, deepening transformation, and enhancing operational efficiency across the value chain [1] - The clinical trial for HP-001 is currently in Phase I, showing overall good safety, while the ADC innovative drug YLSH003 has completed preclinical research and IND submission [1] - The company has submitted production applications for Acetaminophen and Oxycodone sustained-release tablets and Morphine Sulfate and Naloxone sustained-release capsules, which are currently under review [1]

Group 1: Yuan Dong Biological - In the first half of 2025, Yuan Dong Biological achieved revenue of 654 million yuan, a year-on-year decrease of 2.25% [1] - The net profit attributable to the parent company was 137 million yuan, down 6.77% year-on-year, but excluding stock incentive costs, it showed a slight increase of 0.28% [1] - R&D investment was approximately 133 million yuan, accounting for 20.25% of revenue, with new drug R&D investment amounting to 44.83 million yuan, representing 33.83% of total R&D expenditure [1] - The company is responding to the impact of centralized procurement policies by enhancing innovation, deepening transformation, and improving operational efficiency across the value chain [1] - The ADC innovative drug YLSH003 has completed preclinical research and IND application, while HP-001 is undergoing Phase I clinical trials with overall safety reported as good [1] Group 2: Yinxi Technology - Yinxi Technology's business includes modified plastics and smart lighting, with significant growth in the modified plastics segment and a favorable gross margin [2] - The company has seen a continuous increase in drone orders, although customer details are confidential [2] - The PPO business, which includes injection-molded modified plastics and electronic chemicals, has passed downstream customer certification, with gradually increasing but still low production capacity [2] - The company has no plans for low-altitude economy asset injection, and recent share reductions are part of normal information disclosure, expected not to adversely affect stock prices [2] - Yinxi Technology collaborates with companies incubated by Professor Li Zexiang, producing modified environmentally friendly flame retardants and other additives primarily for external sales [2] Group 3: Hongcheng Investment Overview - Hongcheng Investment was founded in April 2015 by Zhang Tao and several colleagues, with complementary work experience and knowledge structures [3] - The long-term vision of the company is to create an attractive platform for excellent fund managers and generate stable long-term returns for public investors [3] - The company culture emphasizes openness, equality, sharing, and inclusiveness [3]

Group 1 - The core viewpoint of the news is that Yuandong Biological has reported a decline in revenue and net profit for the first half of 2025, while also highlighting its ongoing research and development efforts and international business expansion [1] Group 2 - Yuandong Biological achieved operating revenue of 654 million yuan, a year-on-year decrease of 2.25%, and a net profit attributable to shareholders of 137 million yuan, down 6.77% year-on-year, although excluding stock incentive costs, there was a slight increase of 0.28% [1] - The company's R&D investment was approximately 133 million yuan, accounting for 20.25% of operating revenue, with new drug development expenditures amounting to 44.83 million yuan, representing 33.83% of total R&D investment [1] - The revenue from the API and CDMO segment was 87 million yuan, showing a year-on-year growth of 3.17%, although the growth rate has slowed [1] - Yuandong Biological is responding to the impact of centralized procurement policies by enhancing innovation, deepening transformation, and improving operational efficiency across the entire value chain [1] - The clinical trial for HP-001 is currently in Phase I, showing overall good safety, while the ADC innovative drug YLSH003 has completed preclinical research and IND submission [1] - The company has submitted production applications for Acetaminophen and Oxycodone sustained-release tablets and Morphine Sulfate and Naloxone sustained-release capsules, which are currently under review [1]

据证券之星公开数据整理，近期苑东生物（688513）发布2025年中报。根据财报显示，苑东生物净利润 同比下降6.77%。截至本报告期末，公司营业总收入6.54亿元，同比下降2.25%，归母净利润1.37亿元， 同比下降6.77%。按单季度数据看，第二季度营业总收入3.49亿元，同比下降1.61%，第二季度归母净利 润7598.16万元，同比上升6.29%。 本次财报公布的各项数据指标表现一般。其中，毛利率75.81%，同比减2.47%，净利率20.87%，同比减 4.63%，销售费用、管理费用、财务费用总计2.49亿元，三费占营收比38.04%，同比减7.42%，每股净资 产15.75元，同比增4.24%，每股经营性现金流0.89元，同比增83.16%，每股收益0.77元，同比减7.23% | 苑东生物 最新财务摘要 | | --- | | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 6.7亿 | 6.54亿 | -2.25% | | 归母净利润(元) | 1.46亿 | 1.37亿 | -6.77% | | ...

Summary of Yandong Biopharmaceuticals Conference Call Company Overview - **Company**: Yandong Biopharmaceuticals - **Date**: August 19, 2025 Key Points Industry and Company Performance - Yandong Biopharmaceuticals reported a revenue of **654 million** yuan in the first half of 2025, a decrease of **2.25%** year-on-year [3] - The net profit attributable to shareholders was **137 million** yuan, down **6.77%** year-on-year, with a non-recurring net profit of **104 million** yuan, a decrease of **8.68%** [3] - The company faced challenges from the **10th batch of national centralized procurement** and intensified industry competition, but maintained operational stability through innovation and efficiency improvements [3] Research and Development (R&D) Investment - R&D investment reached **133 million** yuan, an increase of **8.74%** year-on-year, accounting for **20.25%** of revenue [2][4] - Over **33%** of R&D investment was directed towards innovative drugs, including small molecule drugs and biopharmaceuticals [2][4] - The company is accelerating international business, particularly in the development and certification of nasal spray products [4] Product Pipeline and Sales Performance - In the **anesthesia and analgesia** sector, traditional products like **ibuprofen injection** showed stable growth, while new products like **butorphanol tartrate injection** are experiencing rapid growth [6] - The **cardiovascular** sector saw significant growth in products like **sodium hydrogen clopidogrel tablets** and **bisoprolol amlodipine tablets** [6] - The domestic formulation segment focuses on high-barrier complex formulations, with **21** production approvals granted this year [7] Innovation and Clinical Trials - The innovative drug segment includes several key projects: - **EP9,001A monoclonal antibody injection** completed Phase 1 clinical trials [8] - **YLSH003 ADC** has completed IND application [8] - **EP0,170T** is in Phase 3 clinical trials, targeting cardiovascular diseases [8] - The company is also advancing its **HP001** immune regulator, which shows potential advantages over existing treatments [17][19] Internationalization and Market Expansion - The international business achieved over **10 million** yuan in revenue in the first half of the year, with plans to expand into Southeast Asia and other markets [11] - The nasal spray production line passed FDA inspection, and the company signed a commercialization agreement with **Glenmark** for the naloxone nasal spray [11][14] Financial Outlook and Strategic Initiatives - The company anticipates a challenging year due to the impact of centralized procurement but aims for double-digit growth in revenue and a **20%** increase in profit through strategic initiatives [31] - Yandong plans to maintain R&D investment at over **20%** of revenue, focusing on innovative drugs and biopharmaceuticals [32] - The acquisition of **Chao Yang Pharmaceutical** is expected to positively impact financial results, with a manageable effect on Yandong's financial statements [33] Future Directions - Yandong will continue to focus on accelerating innovative drug development, optimizing resource allocation, and enhancing international market presence [36] - The company aims to leverage its current investments in innovation to drive future growth and maintain a competitive edge in the market [36] Additional Insights - The company is actively pursuing partnerships and collaborations to enhance its product pipeline and market reach [21][24] - Yandong's strategic focus on high-barrier products and innovative therapies positions it well for future growth despite current market challenges [32][34]

金融界消息 截至2025年8月19日收盘，苑东生物（688513）报收于65.02元，上涨3.93%，换手率 3.92%，成交量6.92万手，成交金额4.46亿元。 通过天眼查大数据分析，成都苑东生物制药股份有限公司共对外投资了12家企业，参与招投标项目3437 次，知识产权方面有商标信息355条，专利信息183条，此外企业还拥有行政许可239个。 资金流向方面，今日主力资金净流入7677.59万元，占比成交额17.21%。其中，超大单净流入3711.68万 元、占成交额8.32%，大单净流入3965.92万元、占成交额8.89%，中单净流出流入747.76万元、占成交 额1.68%，小单净流出8425.35万元、占成交额18.88%。 来源：金融界 苑东生物最新一期业绩显示，截至2025中报，公司营业总收入6.54亿元、同比减少2.25%，归属净利润 1.37亿元，同比减少6.77%，扣非净利润1.04亿元，同比减少8.68%，流动比率3.463、速动比率3.091、 资产负债率19.71%。 天眼查商业履历信息显示，成都苑东生物制药股份有限公司，成立于2009年，位于成都市，是一家以从 事医药制造业为主的 ...

财报季，社保基金持股动向曝光！二季度末社保基金共现身12只个股前十大流通股东榜，新进2只，增 持6只。 证券时报·数据宝统计显示，社保基金最新出现在12只科创板股前十大流通股东名单中，合计持股量 4942.64万股，期末持股市值合计24.11亿元。持股变动显示，新进2只，增持6只，减持3只，1只股持股 量保持不变。 社保基金持有科创板股中，从前十大流通股东名单中社保基金家数来看，南微医学、凯立新材等2只股 有3家社保基金集中现身，持股量分别为917.85万股、636.42万股。 市场表现方面，获社保基金持有的科创板股7月以来平均上涨29.42%。从具体个股看，鼎通科技累计涨 幅92.20%，表现最好，苑东生物、南微医学等分别上涨52.36%、41.13%位居其后。从具体个股看，鼎 通科技累计涨幅92.20%，表现最好，苑东生物、南微医学等分别上涨52.36%、41.13%位居其后。（数 据宝） | 代码 | 简称 | 社保基金家 | | 社保基金持股量（万 | 环比 | 占流通股比例 | 持股市值（万 | | --- | --- | --- | --- | --- | --- | --- | --- | | ...

证券日报网讯 8月18日晚间，苑东生物发布公告称，公司第四届董事会第七次会议审议通过了《关于的 议案》等多项议案。 （文章来源：证券日报） ...

证券日报网讯 8月18日晚间，苑东生物发布公告称，公司第四届监事会第六次会议审议通过了《关于的 议案》等多项议案。 （文章来源：证券日报） ...