证券代码：688687 证券简称：凯因科技 公告编号：2025-028 北京凯因科技股份有限公司 2025 年半年度募集资金存放与使用情况的专项报告 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。 （一）实际募集资金金额、资金到位时间 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意北京凯因 科技股份有限公司首次公开发行股票注册的批复》（证监许可[2021]8号）核准， 公司首次公开发行人民币普通股（A股）4,246万股，每股面值1.00元，每股发行 价格为18.98元。募集资金总额为人民币805,890,800.00元，扣除发行费用人民币 80,024,659.39元，募集资金净额为人民币725,866,140.61元。上述募集资金已于 2021年2月2日全部到位，并由中汇会计师事务所（特殊普通合伙）对本次发行募 集资金的到账情况进行了审验，出具了中汇会验[2021]0208号《验资报告》。 （二）募集资金使用情况和结余情况 截至2025年6月30日，公司累计使用募集资金562,780,017.53元（包括置 ...

北京凯因科技股份有限公司关于 2025 年度 提质增效重回报专项行动方案的半年度评估报告 为积极贯彻落实以投资者为本的上市公司发展理念，树立良好企业形象，促 进资本市场健康发展，北京凯因科技股份有限公司（以下简称"公司"）于 2025 年 4 月 29 日发布了《北京凯因科技股份有限公司 2024 年度"提质增效重回报" 行动方案评估报告暨 2025 年度"提质增效重回报"行动方案》。2025 年上半年， 公司根据行动方案内容，积极开展和落实各项工作，现将 2025 年度行动方案在 报告期内的实施和效果评估情况报告如下： 一、重视投资者回报，与投资者共享发展成果 公司重视投资者权益保护，牢固树立回报投资者意识，在保证公司正常经营 和持续发展的前提下，积极响应国家及监管部门鼓励上市公司分红的号召，合理 运用现金分红等方式，与投资者共享发展成果。 公司于 2025 年 5 月 20 日召开 2024 年年度股东大会，审议通过了《关于公 司 2024 年度利润分配方案的议案》，以公司总股本扣除公司回购专用证券账户 中股份数后的股本 167,435,395 股为基数，每 10 股派发现金红利 3.00 元（含税）， ...

Core Viewpoint - Kaiyin Technology (688687) reported a decline in revenue for the first half of 2025, while net profit showed an increase, indicating a mixed financial performance driven by cost reduction and efficiency improvements [1] Financial Performance - The company's revenue for the first half of 2025 was 566 million yuan, representing a year-on-year decrease of 5.05% [1] - The net profit attributable to shareholders was 47.38 million yuan, reflecting a year-on-year increase of 11.75% [1] Factors Influencing Performance - The growth in net profit was primarily attributed to the implementation of the Jinshuxi and Kaiyin Yisheng centralized procurement policies [1] - Continuous efforts in cost reduction and efficiency enhancement led to a decrease in overall sales expenditure ratio and an increase in gross profit margin, further improving profitability [1]

Core Viewpoint - Kaiyin Technology (688687.SH) reported a revenue of 566 million yuan for the first half of 2025, reflecting a year-on-year decrease of 5.05%, while the net profit attributable to shareholders increased by 11.75% to 47.38 million yuan [1] Financial Performance - The company achieved a revenue of 566 million yuan, down 5.05% year-on-year [1] - Net profit attributable to shareholders was 47.38 million yuan, up 11.75% year-on-year [1] - The non-recurring net profit was 46.41 million yuan, an increase of 3.93% year-on-year [1] - Basic earnings per share stood at 0.28 yuan [1] Factors Influencing Performance - The increase in net profit was primarily due to the implementation of centralized procurement policies for Jinshuxi® and Kaiyin Yisheng® [1] - The company has been actively promoting cost reduction and efficiency enhancement, leading to a decrease in overall sales input ratio and an increase in gross profit margin, thereby improving profitability [1]

Core Viewpoint - Kaiyin Technology (688687) reported a decline in revenue for the first half of 2025, while net profit showed an increase, indicating a mixed financial performance driven by cost reduction and efficiency improvements [1] Financial Performance - The company's operating revenue for the first half of 2025 was 566 million yuan, representing a year-on-year decrease of 5.05% [1] - The net profit attributable to shareholders was 47.38 million yuan, reflecting a year-on-year growth of 11.75% [1] Factors Influencing Performance - The increase in net profit was primarily due to the implementation of the Jinshuxi and Kaiyin Yisheng centralized procurement policies [1] - Continuous efforts in cost reduction and efficiency enhancement contributed to a decrease in overall sales input ratio and an increase in gross profit margin, further improving profitability [1]

凯因科技公告，2025年上半年营业收入5.66亿元，同比下降5.05%。净利润4738.32万元，同比增长 11.75%。 ...

Core Insights - The company, Kaiyin Technology, reported a revenue of 566.46 million yuan for the first half of 2025, reflecting a year-on-year decrease of 5.05% [1] - The net profit attributable to shareholders reached 47.38 million yuan, showing a year-on-year increase of 11.75% [1] - Research and development (R&D) investments amounted to 71.41 million yuan, which is a 1.22% increase compared to the previous year, accounting for 12.61% of total revenue [1] Industry Context - The biopharmaceutical industry is facing numerous changes and challenges in the first half of 2025 [1] - Despite the challenging environment, the company maintains strategic focus and is committed to enhancing its core competitiveness [1]

凯因科技8月12日披露，截至8月10日公司股东户数为10350户，较上期（7月31日）减少849户，环比降 幅为7.58%。这已是该公司股东户数连续第2期下降。 公司发布的一季报数据显示，一季度公司共实现营业收入2.32亿元，同比增长8.90%，实现净利润 2566.85万元，同比增长15.92%，基本每股收益为0.1500元，加权平均净资产收益率1.38%。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计，截至发稿，凯因科技收盘价为35.43元，下跌2.58%，本期筹码集中以来股价累 计上涨0.65%。具体到各交易日，3次上涨，5次下跌。 融资融券数据显示，该股最新（8月11日）两融余额为3.25亿元，其中，融资余额为3.25亿元，本期筹码 集中以来融资余额合计减少2475.43万元，降幅为7.08%。 ...

Core Viewpoint - China's innovative pharmaceuticals have transitioned from being followers to key players in global medical innovation, achieving significant breakthroughs in core treatment areas such as metabolic diseases and oncology, with a surge in new drug approvals and international progress [1][3]. Group 1: Market Trends - The attention of A-share investors towards innovative pharmaceuticals has significantly increased this year, with numerous companies actively disclosing their R&D and clinical progress [2]. - The total value of license-out transactions for innovative drugs in China is projected to exceed $60 billion by mid-2025, surpassing the total for 2024, with 16 transactions exceeding $1 billion each [3]. - The market size of China's innovative drugs reached 679 billion yuan in 2022, expected to exceed 1 trillion yuan by 2026 and reach 1.12 trillion yuan by 2027 [6]. Group 2: International Expansion - Chinese innovative drug companies are accelerating their international business, with 81 companies generating over 100 billion yuan in overseas revenue from 2022 to 2024, accounting for more than 14% of their total revenue [7]. - The proportion of China's innovative drug transactions in the global market has increased from 10.8% in 2015 to approximately 52.5% by August 2023 [6]. Group 3: Policy and Financial Support - The Chinese government has implemented policies to support the high-quality development of innovative drugs, significantly reducing the time from drug approval to inclusion in the medical insurance directory from about 5 years to approximately 1 year [8]. - From 2015 to 2024, the financing in China's innovative drug sector exceeded 1.23 trillion yuan, providing strong momentum for industry growth [9]. Group 4: R&D Investment - The number of companies in the pharmaceutical and biotechnology sector has increased from over 220 in 2015 to nearly 500 currently, with R&D investment in the sector exceeding 140 billion yuan in 2024, a fivefold increase since 2015 [9]. - Among the 81 innovative drug companies, R&D investment rose from approximately 8.8 billion yuan in 2015 to over 57.8 billion yuan in 2024, with R&D intensity increasing from 3.29% to 8.04% [9]. Group 5: Company Developments - Companies such as Betta Pharmaceuticals and Rundu Co. have reported significant advancements in their innovative drug pipelines, with Betta's drug expected to be approved by June 2025 and Rundu's drug completing phase III clinical trials [12]. - The stock performance of companies involved in innovative drugs has surged, with some companies experiencing average increases of over 50% since May 1, 2023 [13]. Group 6: Institutional Interest - 13 companies have received significant institutional interest this year, with some experiencing over 30% increase in financing, indicating strong market confidence in innovative drug investments [14]. - Companies like BeiGene and TaiGen Biotechnology are projected to see substantial profit growth in 2025 and 2026, with BeiGene potentially turning profitable this year [15].

Group 1 - The stock price of Kaiyin Technology closed at 35.46 yuan on August 7, 2025, down 1.23% from the previous trading day [1] - The trading volume on that day was 89,476 hands, with a total transaction amount of 321 million yuan [1] - Kaiyin Technology focuses on the biopharmaceutical sector, primarily engaged in the research, production, and sales of innovative drugs [1] Group 2 - The company's product range includes treatments for antiviral, anti-tumor, and immune regulation [1] - Kaiyin Technology currently holds an indirect stake of 3.44% in Xianweida [1] - An agreement has been signed with Xianweida regarding the future revenue generated from its GLP-1 drug under development [1] Group 3 - On August 7, 2025, the net outflow of main funds for Kaiyin Technology was 19.27 million yuan, with a cumulative net outflow of 70.51 million yuan over the past five days [1]