（文章来源：证券日报） 证券日报网讯 9月8日晚间，艾力斯发布公告称，公司计划于2025年9月16日（星期二）15：00-17：00 参与由上海证券交易所主办的2025年半年度科创板创新药行业集体业绩说明会。 ...

第2笔成交价格为104.95元，成交3.10万股，成交金额325.35万元，溢价率为-9.00%，买方营业部为摩根 大通证券（中国）有限公司上海银城中路证券营业部，卖方营业部为中信证券股份有限公司上海分公 司。 进一步统计，近3个月内该股累计发生55笔大宗交易，合计成交金额为7.33亿元。该股近5个交易日累计 下跌1.41%，主力资金合计净流出1.52亿元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月8日，艾力斯收跌1.64%，收盘价为115.33元，发生2笔大宗交易，合计成交量10万股，成交金额 1049.51万元。 第1笔成交价格为104.95元，成交6.90万股，成交金额724.16万元，溢价率为-9.00%，买方营业部为摩根 大通证券（中国）有限公司上海银城中路证券营业部，卖方营业部为中信证券股份有限公司上海分公 司。 ...

Core Insights - On September 8, a block trade of 100,000 shares of Ailis was executed, amounting to 10.4951 million yuan, which represented 1.41% of the total trading volume for that day. The transaction price was 104.95 yuan, reflecting a 9% discount compared to the market closing price of 115.33 yuan [1]. Summary by Categories Trading Activity - A block trade of 100,000 shares of Ailis was completed on September 8, 2025, with a total transaction value of 10.4951 million yuan [1]. - The transaction price was set at 104.95 yuan per share, which is a 9% discount from the market closing price of 115.33 yuan [1]. Market Impact - The block trade accounted for 1.41% of the total trading volume on that day, indicating a significant transaction relative to overall market activity [1].

证券代码：688578 证券简称：艾力斯 公告编号：2025-022 上海艾力斯医药科技股份有限公司 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： （网址：http://roadshow.sseinfo.com/） 公司已于 2025 年 8 月 27 日在上海证券交易所网站（www.sse.com.cn）披露 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、财务状况及发展理念，公司计划于 2025 年 9 月 16 日（星期二） 15:00-17:00 参与由上海证券交易所主办的 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、业绩说明会类型 本次业绩说明会以网络文字互动形式召开，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。 二、业绩说明会召开的时间 ...

Core Viewpoint - The biopharmaceutical sector in China is experiencing a positive trend in innovation and investment, with significant growth in the approval of innovative drugs and a recovery in market conditions [1][2] Industry Summary - As of September 8, 2025, the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index (000683) increased by 0.89%, with notable gains from companies such as United Imaging Healthcare (688271) up 11.48% and BGI Genomics (688114) up 9.35% [1] - The "National Drug Safety Publicity Week" launched on September 1 highlights the positive development of the pharmaceutical industry, with 210 innovative drugs approved in the past five years, indicating a sustained growth trend [1] - Currently, approximately 30% of the world's innovative drugs under research are from China, showcasing the country's significant role in global pharmaceutical innovation [1] Company Summary - The top ten weighted stocks in the Sci-Tech Innovation Board Biopharmaceutical Index as of August 29, 2025, include United Imaging Healthcare (688271), BeiGene (688235), and others, collectively accounting for 50.27% of the index [2] - The Sci-Tech Biopharmaceutical ETF (588250) closely tracks the performance of the Sci-Tech Innovation Board Biopharmaceutical Index, reflecting the overall performance of representative biopharmaceutical companies listed on the Sci-Tech Board [2]

Group 1 - The core point of the news is that on September 5, a total of 10 block trades occurred for Ailis, with a total trading volume of 583,600 shares and a transaction amount of 62.27 million yuan, at a price of 106.70 yuan, which is a 9% discount compared to the closing price of the day [1][2] - Institutional specialized seats appeared in 5 of the block trades, with a total transaction amount of 29.49 million yuan, indicating a net purchase of 29.49 million yuan by these institutions [1][2] - Over the past three months, Ailis has recorded a total of 53 block trades, with a cumulative transaction amount of 722 million yuan [1] Group 2 - The latest margin financing balance for Ailis is 915 million yuan, which has increased by 66.71 million yuan over the past five days, representing a growth of 7.87% [2] - In the past five days, five institutions have rated Ailis, with the highest target price set at 128.60 yuan by Guotai Junan Securities on September 3 [2]

Investment Rating - The report rates the company as "Outperform" with a target price of 128.60 RMB, representing a potential upside of 26% from the current price of 116.98 RMB [1][9]. Core Insights - The company is expected to achieve net profits attributable to shareholders of 1.93 billion RMB, 2.20 billion RMB, and 2.55 billion RMB for the years 2025, 2026, and 2027, respectively, with year-on-year growth rates of 34.9%, 13.9%, and 16.0% [1][9]. - Earnings per share (EPS) for 2025 and 2026 are projected at 4.29 RMB and 4.88 RMB, respectively [1][9]. - The company achieved a revenue of 2.37 billion RMB in the first half of 2025, reflecting a year-on-year increase of 50.57%, and a net profit of 1.05 billion RMB, which is a 60.22% increase year-on-year [4][9]. Financial Summary - Total revenue is projected to grow from 2,018 million RMB in 2023 to 5,108 million RMB in 2025, representing a growth rate of 155.1% in 2023 and 43.6% in 2025 [2][6]. - Net profit attributable to shareholders is expected to rise from 644 million RMB in 2023 to 1,929 million RMB in 2025, with a growth rate of 393.5% in 2023 and 34.9% in 2025 [2][6]. - The company’s net asset return rate (ROE) is projected to be 27.6% in 2025, down from 16.2% in 2023 [2][6]. Clinical Development and Market Potential - The company’s drug, Furmonertinib, is expanding its indications domestically and is showing positive results in overseas trials, particularly for 1L PACC mutation NSCLC [4][9]. - The second Phase III clinical trial for Furmonertinib is set to commence, with the first patient enrollment expected in the second half of 2025 [4][9]. - The approval of Golireser for 2L KRAS G12C mutation NSCLC patients in May 2025 indicates the company’s successful progression in clinical trials [4][9].

Core Insights - On September 5, 2025, Elysium executed a block trade of 583,600 shares, amounting to 62.27 million yuan, which represented 7.03% of the total trading volume for the day [1] - The transaction price was 106.7 yuan, reflecting a discount of 9% compared to the market closing price of 117.25 yuan [1] Trading Details - The block trade involved multiple transactions with various brokerage firms, all at the same price of 106.7 yuan [2] - The largest transaction was executed by an institutional trading department, amounting to 21.34 million yuan [2] - Other notable transactions included amounts of 20.40 million yuan and 5.12 million yuan, also executed by different brokerage firms [2]

Core Viewpoint - Ailis has shown significant stock performance with a year-to-date increase of 92.12% and a market capitalization of 51.439 billion yuan as of September 5 [1] Group 1: Stock Performance - On September 5, Ailis's stock price rose by 2.16% to 114.31 yuan per share, with a trading volume of 308 million yuan and a turnover rate of 0.61% [1] - The stock has increased by 0.27% over the last five trading days, 20.95% over the last 20 days, and 19.88% over the last 60 days [1] Group 2: Financial Performance - For the first half of 2025, Ailis reported revenue of 2.374 billion yuan, representing a year-on-year growth of 50.57%, and a net profit attributable to shareholders of 1.051 billion yuan, up 60.22% year-on-year [2] Group 3: Shareholder Information - As of June 30, 2025, Ailis had 13,000 shareholders, an increase of 3.61% from the previous period, with an average of 34,578 circulating shares per shareholder, a decrease of 3.48% [2] - The company has distributed a total of 653 million yuan in dividends since its A-share listing [3] - Notable institutional shareholders include 华夏上证科创板50成份ETF and 香港中央结算有限公司, with changes in their holdings reported [3]

Core Viewpoint - Ailis (688578.SH) is set to distribute a cash dividend of 180 million yuan to shareholders, following a significant increase in revenue and net profit in the first half of 2025, driven by strong sales of its core product, Furmetin [2][12]. Financial Performance - In the first half of 2025, Ailis achieved revenue of approximately 2.374 billion yuan, representing a year-on-year growth of over 50% [2][14]. - The net profit attributable to shareholders reached 1.051 billion yuan, marking a year-on-year increase of over 60% [2][14]. - The company's revenue and net profit both set historical highs for the same period [2]. Dividend Distribution - Ailis announced a cash dividend of 4 yuan per 10 shares, totaling 180 million yuan, which accounts for 17.12% of the company's net profit for the first half of 2025 [12][13]. - The dividend distribution date is set for September 10, 2025, with the record date on September 9, 2025 [12]. Stock Performance - Ailis's stock price has doubled in 2025, rising from 59.90 yuan per share at the end of 2024 to a peak of 120.10 yuan per share [5][8]. - The stock experienced a notable increase on September 3, 2025, closing at 118.30 yuan per share, up 2.61% for the day [7]. Fund Holdings - By the end of the second quarter of 2025, 494 funds collectively held 76.6015 million shares of Ailis, a significant increase from 35.5809 million shares held by 76 funds at the end of the first quarter [9][10]. - The largest fund holder is Huaxia Fund, which holds 14.2285 million shares, accounting for 3.16% of Ailis's total circulating shares [10][11]. Research and Development - Ailis invested 297 million yuan in R&D in the first half of 2025, a 126% increase compared to the same period last year [4][15]. - The company has focused on developing targeted innovative drugs for cancer, with its core product, Furmetin, being a significant contributor to its revenue growth [4][15].