截至9月30日，悦康药业股东户数1.07万，较上期减少8.39%；人均流通股42095股，较上期增加9.16%。 2025年1月-9月，悦康药业实现营业收入17.59亿元，同比减少41.20%；归母净利润-1.48亿元，同比减少 170.56%。 分红方面，悦康药业A股上市后累计派现10.92亿元。近三年，累计派现5.84亿元。 机构持仓方面，截止2025年9月30日，悦康药业十大流通股东中，富国精准医疗灵活配置混合A （005176）位居第五大流通股东，持股1077.41万股，相比上期减少33.70万股。易方达医疗保健行业混 合A（110023）位居第六大流通股东，持股976.65万股，相比上期增加291.14万股。富国医药创新股票A （019916）位居第九大流通股东，持股683.22万股，为新进股东。富国天博创新混合（519035）位居第 十大流通股东，持股632.26万股，为新进股东。南方医药保健灵活配置混合A（000452）退出十大流通 股东之列。 今年以来悦康药业已经4次登上龙虎榜，最近一次登上龙虎榜为8月27日，当日龙虎榜净买入-1.05亿 元；买入总计1.51亿元 ，占总成交额比22.05%； ...

悦康药业集团股份有限公司 2025 年第三次临时股东会会议资料 悦康药业集团股份有限公司 2025 年第三次临时股东会会议资料 悦康药业集团股份有限公司 2025 年第三次临时股东会 会议资料 2025 年 12 月 | | | 悦康药业集团股份有限公司 2025 年第三次临时股东会会议须知 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证大 会的顺利进行，根据《公司法》、《证券法》、《上市公司股东会规则》以及《悦 康药业集团股份有限公司章程》（以下简称"《公司章程》"）的相关规定，认真 做好召开股东会的各项工作，特制定本须知： 一、为保证股东会的严肃性和正常秩序，切实维护股东的合法权益，除出席 会议的股东及股东代表、董事、公司高级管理人员、公司聘任律师及中介机构外， 公司有权依法拒绝其他人员入场。 二、请出席会议的股东及股东代表在会议召开前 20 分钟到达会议现场办理 签到手续。大会工作人员将对出席会议者的身份进行必要的核对工作，请被核对 者给予配合。 三、股东及股东代表参加股东会依法享有发言权、质询权、表决权等权利。 如股东及股东代表欲在本次股东会上发言，可在签到时先向大会工作人员进行登 ...

Group 1 - The report highlights the recent performance of various industries, with notable gains in sectors such as non-ferrous metals, electronics, and power equipment, while retail and real estate sectors faced declines [1][1][1] - The central economic work conference emphasized the importance of technological breakthroughs and supply-demand optimization, indicating a shift towards quality improvement in economic growth [11][12][19] - The commercial aerospace sector is experiencing significant growth, with the establishment of a dedicated regulatory body and a notable increase in the commercial aerospace index, which has risen by 46.52% since April 7 [47][48] Group 2 - The report indicates a seasonal recovery in social financing, with November seeing an increase of 24,885 billion yuan, driven primarily by government bond issuance [4][7] - The credit environment is showing signs of marginal improvement, particularly in corporate loans, which increased by 6,100 billion yuan in November, reflecting a recovery in demand [5][6] - The report notes that the retail sector is undergoing a transformation, with a focus on quality, as highlighted by the Ministry of Commerce's emphasis on retail quality upgrades [1][1][1] Group 3 - The report discusses the rising interest in inquiry transfers, which have seen a significant increase in both project numbers and transfer scale, indicating a growing trend in the market [51][52] - The technology sector is expected to remain a key focus, with upcoming events such as the Volcano Engine FORCE conference anticipated to showcase advancements in AI and cloud services [56]

Core Insights - The pharmaceutical industry is experiencing a surge in innovative products, with clear domestic demand and significant potential for international expansion [4][14][25] - Investment opportunities are concentrated in innovative drugs and their supply chains, with a notable performance from CRO/CMO and chemical pharmaceuticals [9][15][17] - The report emphasizes the importance of innovation as the primary solution to industry challenges, driven by stable demand and supportive policies [26][32][41] Industry Overview - The pharmaceutical sector has faced revenue declines, with a 0.9% year-on-year decrease in revenue for the first three quarters of 2025, and net profit down by 2.2% [15][16] - The innovative drug sector has outperformed, with CRO/CMO and chemical pharmaceuticals showing net profit growth of 31.0% and 16.6% respectively [17][18] - The overall market is characterized by low fund holdings and historical valuation bottoms, indicating high investment value [20][25] Demand and Payment Dynamics - The demand for healthcare services is steadily increasing, with a projected 5% growth in total medical visits and hospital admissions in 2024 [26][28] - The aging population is expected to drive long-term demand, with 220 million people aged 65 and above by 2050 [28][30] - The medical insurance fund's income growth has outpaced expenditure growth, leading to a significant increase in fund reserves [32][36] Financing and Market Trends - The IPO market for healthcare has rebounded, with 28 IPOs in the first three quarters of 2025, a 100% increase from the previous year [42][43] - License-out transactions have surged, with transaction numbers increasing by 41% and total amounts reaching $92 billion, indicating a robust market for innovative drug licensing [48][50] - The number of IND applications and new clinical trials for innovative drugs has been steadily increasing, with a notable rise in NDA approvals [53][57] Technological Advancements - The report highlights the emergence of new technologies such as ADC and small nucleic acids, with domestic companies leading in these areas [60] - The focus on dual antibodies and GLP-1 drugs is expected to drive significant growth, with multiple development directions emerging [9][60] - The report notes that domestic companies are increasingly recognized for their innovative capabilities, particularly in the ADC space [60]

证券日报网讯 12月12日晚间，悦康药业发布公告称，公司全资子公司北京悦康科创医药科技股份有限 公司、杭州天龙药业有限公司于近日获得国家药品监督管理局核准签发的关于同意注射用YKYY031用 于开展晚期实体瘤的《药物临床试验批准通知书》。 （文章来源：证券日报） ...

Group 1 - Shouyao Holdings is planning to issue H-shares and list on the Hong Kong Stock Exchange, with discussions ongoing with intermediaries regarding the specifics of the listing [1] - Jiangsu Guoxin's subsidiary, Guoxin Mazhou, has completed the trial operation of a 1000MW coal-fired power unit, which is set to officially commence operations on December 12, 2025 [2] - Yuekang Pharmaceutical's mRNA tumor vaccine has received clinical trial approval from the National Medical Products Administration for treating advanced solid tumors [3] Group 2 - Dongli New Science plans to invest 666 million yuan in the restructuring of SAIC Hongyan, acquiring approximately 14.66% equity post-restructuring [4] - Longsheng Technology is set to invest approximately 350 million yuan in the establishment of an intelligent robot innovation center in Wuxi [5] - Shangwei Co. has received a government subsidy of 2.212 million yuan, which accounts for 13.53% of its audited net profit for 2024 [6] Group 3 - Anglikang has received drug registration certificates for Diclofenac Sodium Enteric-Coated Tablets and approval for a supplemental application for Sacubitril/Valsartan Sodium Tablets [7] - Guangzhou Development has received acceptance notices for the registration of 8 billion yuan in medium-term notes and 6 billion yuan in short-term financing bonds [8] - Kebo Da plans to increase capital by 21.2 million euros (approximately 174 million yuan) in its wholly-owned subsidiary in Germany [9][10] Group 4 - Changguang Huaxin has received a total of 11.6672 million yuan in government subsidies, including 8.0552 million yuan related to income [11] - Haizheng Pharmaceutical's subsidiary has received a European Pharmacopoeia suitability certificate for its raw material [12] - Qianjin Pharmaceutical's subsidiary has received a drug registration certificate for Lurasidone Hydrochloride Tablets, used for treating schizophrenia [13] Group 5 - Daimai Co. has received a warning letter from the Shanghai Securities Regulatory Bureau due to failure to timely disclose a significant event related to a fire incident [14] - ST Changyao's subsidiary has recently ceased production due to financial difficulties and competitive pressures in the photovoltaic industry [15] - Guodian Power is investing in the construction of a 2×1000MW expansion project at the Ganbi Power Plant, with a total dynamic investment of 7.218 billion yuan [16] Group 6 - Kaichuang International's subsidiary has completed the handover of a tuna purse seine vessel, expected to be operational by 2026 [16] - Tieke Rail plans to sign an energy management agreement for a distributed photovoltaic project, which is expected to save approximately 1.441 million yuan in electricity costs over 25 years [18] - Bailian Co. plans to sign a land compensation agreement with Friendship Logistics, with a total compensation of 103 million yuan [19] Group 7 - Dayu Water-saving's subsidiary has been pre-awarded two high-standard farmland construction projects, with total expected amounts of 137 million yuan and 135 million yuan respectively [20] - Tianma Technology reported a total eel output of approximately 1197.15 tons in November, with sales prices ranging from 53,000 yuan/ton to 89,000 yuan/ton [21] - Guorui Technology's subsidiary has been shortlisted for the GXLF project with a bid of 76 million yuan [22] Group 8 - Qingdao Food's deputy general manager has resigned for personal reasons [23] - Guosheng Zhike plans to use up to 900 million yuan of idle funds for cash management [24] - Guodian Nanrui plans to use up to 23 billion yuan of idle funds for entrusted wealth management [25] Group 9 - Jiahuan Energy plans to merge its wholly-owned subsidiary, Zhejiang Jiahuan Hydrogen Peroxide Co., Ltd., through an overall absorption merger [26] - Ganyue Expressway reported vehicle toll service revenue of 309 million yuan for November [27] - Jinling Hotel's chairman has resigned due to work changes [28] Group 10 - Lisheng Pharmaceutical's subsidiary has received drug registration certificates for Apremilast Tablets [29] - Baotai has received a positive opinion from the European Medicines Agency for Gotenfia® for various inflammatory conditions [30] - ST Zhisheng has been awarded a smart city governance project with a bid amount of 104 million yuan [31] Group 11 - Chenxi Aviation and its related personnel have received administrative regulatory measures from the Shaanxi Securities Regulatory Bureau due to financial reporting issues [32] - Portong Medical has appointed Xia Canglan as the new deputy general manager [33] - Maide Medical plans to repurchase shares with a total amount between 20 million and 40 million yuan [34] Group 12 - Jimin Health plans to establish a joint venture with a total investment of 600 million yuan, focusing on AI and software development [35] - Beilu Pharmaceutical has received a drug registration certificate for Pioglitazone Metformin Tablets [36] - Hainan Mining plans to entrust the overall management of the Shiluo Iron Mine to a construction company for three years, with a total contract amount of approximately 818 million yuan [38] Group 13 - Huiyu Pharmaceutical has received a drug registration certificate for Nicardipine Hydrochloride Injection [39] - Baoland has received a government subsidy of 10 million yuan related to income [40] - Qingdao Port has terminated the acquisition of 100% equity in an oil company and 50% equity in Rizhao Shihua due to regulatory concerns [41]

每经AI快讯，12月12日，悦康药业(688658.SH)公告，全资子公司北京悦康科创医药科技股份有限公 司、杭州天龙药业有限公司于近日获得国家药品监督管理局核准签发的关于同意注射用YKYY031用于 开展晚期实体瘤的《药物临床试验批准通知书》。注射用YKYY031是一种通用型mRNA肿瘤疫苗，拟 用于晚期实体瘤的治疗。 （文章来源：每日经济新闻） ...

注射用YKYY031临床前研究充分证实其具备显著的有效性与良好的安全性，优势突出。有效性方面， 注射用YKYY031可诱导显著且持久的肿瘤抗原特异性T细胞免疫反应，并在多种给药方案下表现出明确 的抗肿瘤活性，且与抗PD-1抗体联合使用可进一步增强疗效。安全性方面，毒理学研究显示安全性良 好，存在宽泛治疗窗口，为临床应用奠定坚实基础。稳定性方面，本品采用先进的LNP冻干工艺，能够 彻底突破mRNA产品对超低温冷链的依赖，大幅降低运输和储存成本，提高本品可及性。 智通财经APP讯，悦康药业(688658.SH)发布公告，公司全资子公司北京悦康科创医药科技股份有限公 司、杭州天龙药业有限公司于近日获得国家药品监督管理局(以下简称"NMPA")核准签发的关于同意注 射用YKYY031用于开展晚期实体瘤的《药物临床试验批准通知书》。 注射用YKYY031是一种通用型mRNA肿瘤疫苗，拟用于晚期实体瘤的治疗。项目采用基于公司自主知 识产权的新型阳离子脂质YK-009组成的脂质纳米颗粒(LNP)递送系统，该系统具备递送效率高、安全性 良好的特点。注射用YKYY031所含的mRNA序列编码由多个在实体瘤组织中高表达的肿瘤相关 ...

人民财讯12月12日电，悦康药业(688658)12月12日公告，全资子公司北京悦康科创医药科技股份有限公 司、杭州天龙药业有限公司于近日获得国家药品监督管理局核准签发的关于同意注射用YKYY031用于 开展晚期实体瘤的《药物临床试验批准通知书》。 ...

注射用YKYY031是一种通用型mRNA肿瘤疫苗，拟用于晚期实体瘤的治疗。本项目采用基于公司自主 知识产权的新型阳离子脂质YK-009组成的脂质纳米颗粒（LNP）递送系统，该系统具备递送效率高、 安全性良好的特点。 格隆汇12月12日丨悦康药业(688658.SH)公布，公司全资子公司北京悦康科创医药科技股份有限公司、 杭州天龙药业有限公司于近日获得国家药品监督管理局（以下简称"NMPA"）核准签发的关于同意注射 用YKYY031用于开展晚期实体瘤的《药物临床试验批准通知书》。 ...