FDA提出了一个宏大的计划，路径还不清晰。 "这一项目预计在2026年第一季度完成双盲药物的验证工作。"耀速科技科学事务总监叶森对第一财经表示。 他说的是美国食品药品监督管理局（FDA）启动一项面向药物性肝损伤预测的验证项目。该项目测试非动物方 法在药物性肝损伤预测中的应用。在研药物进行人体试验之前，要进行动物试验以检测毒性。每年超过千万只 的猴子、小白鼠和兔子等动物参与各类毒性试验。 美国是全球最大的医药市场，FDA的指挥棒影响着全球药企的研发方向。FDA正在试图做的事情，就是通过类 器官、器官芯片以及AI模型等方式，在更准确更高效的基础上，使得人类不必再需要猴子试毒。 替代猴子 今年三月份，美国FDA找到耀速科技，双方签订合作协议，由后者参与实施一项跨平台的药物验证工作。除了 耀速科技，还有其他八家肝脏微生理系统平台机构参与了FDA的项目。 这一项目中，耀速科技提供自研的高仿生肝脏芯片，还参与SOP（标准作业流程）执行与数据比对机制的标准 化共建，接入AI辅助分析流程，用于提升毒性判断的分辨率与一致性。 人体服药的时候，几乎所有药物都会对肝脏造成负担；药企不管开发哪一种药物，都会面临药物性肝损伤的风 险。 ...

Company Overview - Shanghai Yinos Bio-Technology Co., Ltd. (Yinos) was established in 2010 and is a subsidiary of China National Pharmaceutical Group [3] - The company specializes in non-clinical safety evaluation and has obtained GLP certifications from NMPA, OECD, and FDA [4][10] - Yinos has a modern facility of over 72,000 square meters and a research team of over 1,000 people, providing comprehensive drug development services [4] Business Performance - As of December 31, 2024, Yinos has served over 900 pharmaceutical companies and research institutions, contributing to 24 successful NDA/BLA cases and nearly 540 IND registrations [4] - Over 90% of the company's revenue comes from innovative drug research services, covering various drug types including oncology and gene therapy [9] New Quality Productivity - New quality productivity in the industry is driven by technological innovation, model reform, and talent upgrading, enhancing drug development efficiency and quality [6][8] - Key aspects include deep integration of cutting-edge technologies, iterative upgrades of full-chain service capabilities, and international compliance and standard output [7][8] R&D Investment - Yinos invested over 60 million yuan in R&D in 2024, focusing on innovative drug development despite a challenging financing environment [13] - The company has established various preclinical models and platforms to support drug efficacy evaluation and pharmacokinetics research [13][14] Strategic Direction - The company aims to strengthen independent R&D, build a high-end talent ecosystem, and deepen digital and global collaboration to cultivate new quality productivity [8] - Yinos emphasizes the importance of integrating traditional and emerging businesses to ensure a smooth transition during industry upgrades [10] Risk Management - Yinos has developed proactive risk management strategies, including early risk detection mechanisms and a closed-loop management system for risk prevention and response [12] - The company focuses on leveraging technological differentiation and agile organizational structures to convert industry pressures into opportunities [12]

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 1.17%, closing at 1032.84 points, with a total trading volume of 4.548 billion shares and a turnover of 141.659 billion yuan, resulting in a weighted average turnover rate of 2.53% [1] - Among the tradable stocks on the STAR Market, 470 stocks closed higher, with 3 stocks increasing by over 10% and 36 stocks rising between 5% and 10%. Conversely, 111 stocks closed lower [1] - The highest turnover rate was recorded by Xinyuren at 20.25%, closing up by 1.89%, with a transaction amount of 340 million yuan. Other notable stocks included Qingyun Technology, which closed down by 2.81% with a turnover rate of 18.72% [1][3] Sector Analysis - In terms of sector performance, the pharmaceutical and biotechnology sector had the highest number of stocks with a turnover rate exceeding 5%, totaling 29 stocks. The electronics and machinery equipment sectors followed with 21 and 12 stocks, respectively [2] - Among high turnover stocks, 48 experienced net inflows of main funds, with the highest net inflows recorded for Aibo Medical (99.31 million yuan), Maolai Optical (78.81 million yuan), and ST Nuotai (67.05 million yuan) [2] Leverage Fund Movements - A total of 76 stocks with high turnover rates saw net purchases from leveraged funds, with significant increases in financing balances for Shangwei New Materials (247 million yuan), Dingtong Technology (203 million yuan), and Shijia Photon (174 million yuan) [2]

7月23日，创新药板块盘中异动拉升，益诺思开盘后一度大涨超15%，截至发稿换手率达13.70%，成交 额突破1.61亿元。此次异动与政策面利好及公司基本面改善密切相关。 消息面上，江海证券指出，国家医保局明确"新药不集采、集采非新药"原则，有效化解市场对创新药纳 入集采的担忧，为产业注入稳定政策预期。规则明确后，创新药企业研发投入积极性有望提升，推动行 业从"政策扰动期"迈向"规则明确期"。 非临床安评行业壁垒较高，GLP认证是核心门槛(实验室建设周期长、认证繁琐、固定资产投入大)，国 内资源稀缺。截至2023年底，仅六家CRO企业(含益诺思)和两家科研院所通过NMPA、OECD及FDA三 大监管机构GLP认证。国内药企安评业务外包渗透率达70%，益诺思凭借覆盖全球三大监管要求的资 质、丰富项目经验及优质试验设施(如动物房)形成竞争优势。 当前创新药产业链景气度回升：政策端医保支付向创新药倾斜，地方提供资金支持；投融资端大型药企 研发投入稳定，Biotech融资企稳；2025年上半年国产创新药海外授权(BD)交易总额接近去年全年，既 体现国际认可，也通过首付款、里程碑款缓解企业资金压力。CRO主流企业订单充裕 ...

规模方面，科创医药ETF嘉实近1月规模增长310.98万元，新增规模位居可比基金第一。份额方面，科创医药ETF嘉实近1年份额增长7500.00万份，新增份额 位居可比基金第一。 截至7月22日，科创医药ETF嘉实近1年净值上涨42.32%，指数股票型基金排名540/2931，居于前18.42%。从收益能力看，截至2025年7月22日，科创医药ETF 嘉实自成立以来，最高单月回报为23.29%，最长连涨月数为5个月，最长连涨涨幅为23.50%，上涨月份平均收益率为7.43%。 流动性方面，科创医药ETF嘉实盘中换手10.3%，成交2145.43万元，市场交投活跃。拉长时间看，截至7月22日，科创医药ETF嘉实近1周日均成交3989.23万 元，排名可比基金第一。 截至2025年7月23日 10:48，上证科创板生物医药指数上涨0.62%，成分股益诺思上涨9.31%，ST诺泰上涨7.42%，悦康药业上涨6.34%，博瑞医药上涨 6.06%，皓元医药上涨5.65%。科创医药ETF嘉实(588700)上涨0.70%。拉长时间看，截至2025年7月22日，科创医药ETF嘉实近1周累计上涨4.27%。 没有股票账户的投资 ...

Core Points - The current season marks the implementation of dividend distribution for listed companies, with 24 companies executing their distribution plans today [1] - A total of 3,679 companies have announced distribution plans for the 2024 fiscal year, with 3,674 of them including cash dividends, amounting to a total cash payout of 1.64 trillion yuan [1] - The distribution plans also include stock transfers, with 346 companies offering such options [1] Group 1 - The key dates for investors focusing on dividends are the ex-dividend date and the record date, with 3,421 companies having already implemented their distribution plans [1] - Investors interested in dividends may consider "抢权" (rights grabbing) before the record date, which is the last trading day to qualify for the current dividend [1] - Among the 24 companies with a record date today, 16 companies are offering cash dividends of 1 yuan (after tax) or more per 10 shares, with 博隆技术 offering the highest at 7.50 yuan per 10 shares [1][2] Group 2 - The highest stock transfer ratio among the companies with a record date today is also from 博隆技术, which has a distribution plan of 10 shares for every 2 shares transferred, along with a cash dividend of 7.5 yuan [2] - In terms of stock performance, 国机通用 has seen the highest increase over the past five days, with a cumulative rise of 21.42%, followed by 梓橦宫 and 氯碱化工 [2] - A detailed list of companies implementing dividend distributions includes their respective cash payouts, stock transfer ratios, latest closing prices, and five-day price changes [2][3]

Group 1 - Datang Power achieved a total on-grid electricity of approximately 123.99 billion kWh for the first half of 2025, a year-on-year increase of 1.30%, with wind and solar power generation increasing by 31.27% and 36.35% respectively [1] - North Self Technology signed an equipment procurement contract with a total amount of 164 million yuan [1] - Jinchuan Co. reported a net profit of 1.38 billion yuan for the first half of 2025, a year-on-year decrease of 8.45%, with operating revenue of 6.96 billion yuan, an increase of 5.55% [1][2] Group 2 - Microchip Biotech expects a revenue of 407 million yuan for the first half of 2025, a year-on-year increase of 35%, and a net profit of approximately 30.06 million yuan, a year-on-year increase of 173% [3] - Zongheng Co. anticipates a revenue of 135 million yuan for the first half of 2025, a year-on-year increase of 61.72%, with a net loss of 34.68 million yuan, reducing losses by 18.34 million yuan compared to the previous year [5] - Tuojing Technology expects a revenue of 1.21 billion to 1.26 billion yuan for the second quarter of 2025, a year-on-year increase of 52% to 58%, with a net profit of 238 million to 247 million yuan, a year-on-year increase of 101% to 108% [7] Group 3 - Star Power reported a net profit of 73.42 million yuan for the first half of 2025, a year-on-year decrease of 13.44%, with total revenue of 1.52 billion yuan, an increase of 13.70% [8] - Xiamen Tungsten reported a net profit of 972 million yuan for the first half of 2025, a year-on-year decrease of 4.41%, with operating revenue of 19.18 billion yuan, an increase of 11.75% [9] - Yikang Pharmaceutical's subsidiary received approval for clinical trials of YKYY029 injection for hypertension [11] Group 4 - Mould Technology received a project designation for luxury car exterior parts, with an expected total sales of 2.044 billion yuan over a five-year lifecycle [13] - Jinzhik Technology won multiple projects from the State Grid and Southern Power Grid, with a total bid amount of 133 million yuan [14] - Changjiang Media plans to use up to 700 million yuan of idle funds to purchase financial products [16] Group 5 - Ningbo Gaofa plans to invest up to 20 million USD to establish a production base in Morocco [20] - Xuantai Pharmaceutical's subsidiary received EU GMP certification for solid dosage production lines [22] - Changhua Group received a project designation for key metal structural components from a domestic new energy vehicle company, with an expected total sales of 235 million yuan over a four-year lifecycle [23]

本次利润分配方案经公司2025 年 6 月 12 日的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度：2024年年度 证券代码：688710 证券简称：益诺思 公告编号：2025-023 上海益诺思生物技术股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证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： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/7/22 | 2025/7/23 | 2025/7/23 | 一、 通过分配方案的股东大会届次和日期 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本140,979,615股为基数，每股派发现 金红利0.32元（含税），共计派发现金红利45,113,476.80元。 是否涉及差异化分红送转：否 每股分配比例 每股现金红利0 ...

证券代码：688710 证券简称：益诺思 公告编号：2025-022 上海益诺思生物技术股份有限公司 关于控股子公司拟进行业务调整的公告 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。 一、 控股子公司业务调整概述 为进一步优化上海益诺思生物技术股份有限公司（以下简称"公司""上海 益诺思"）产能配置，降低管理成本，提高管理效率和管控能力，结合公司控股 子公司深圳市益诺思生物医药安全评价研究院有限公司（以下简称"深圳益诺 思"）实际经营情况，深圳益诺思将进行业务调整，除存续业务以外不再承接新 业务；同时公司募集资金投资项目（以下简称"募投项目"）已按计划顺利推进， 全资子公司益诺思生物技术南通有限公司（以下简称"南通益诺思"）所实施的 募投项目"高品质非临床创新药物综合评价平台扩建项目"将逐步投入使用，后 续新增业务将由上海益诺思及南通益诺思承接。 二、 控股子公司基本情况 （一）基本情况 1、公司名称：深圳市益诺思生物医药安全评价研究院有限公司 2、成立时间：2021 年 11 月 9 日 3、注册资本：2,000 万元 ...

Core Viewpoint - The company is optimizing its capacity allocation and management efficiency by adjusting the business operations of its subsidiary, Shenzhen Yinos Bio-pharmaceutical Safety Evaluation Research Institute Co., Ltd, which will no longer undertake new business except for existing operations [1] Financial Summary - Shenzhen Yinos was established in November 2021 with a registered capital of 20 million yuan [1] - As of 2024, the total assets of the company were 115 million yuan, with a net asset value of -64.87 million yuan, operating revenue of 65.71 million yuan, and a net profit of -21.50 million yuan [1] - By March 31, 2025, the total assets decreased to 105 million yuan, net assets further declined to -71.61 million yuan, operating revenue dropped to 14.92 million yuan, and net profit improved slightly to -6.73 million yuan [1]