资料显示，苏州赛分科技股份有限公司位于中国(江苏)自由贸易试验区苏州片区苏州工业园区集贤街11 号，成立日期2009年3月16日，上市日期2025年1月10日，公司主营业务涉及研发和生产用于药物分析检 测和分离纯化的液相色谱材料。主营业务收入构成为：工业纯化板块33.10%，工业纯化板块:填料 32.65%，分析色谱板块16.73%，分析色谱板块:色谱柱13.31%，分析色谱板块:填料3.13%，分析色谱板 块:其他0.29%，工业纯化板块:其他0.27%，其他(补充)0.18%，工业纯化板块:色谱柱0.18%，服务 0.15%。 截至9月30日，赛分科技股东户数7159.00，较上期减少31.51%；人均流通股5933股，较上期增加 57.01%。2025年1月-9月，赛分科技实现营业收入3.02亿元，同比增长38.39%；归母净利润9321.18万 元，同比增长71.07%。 11月11日，赛分科技涨4.60%，成交额1.02亿元。两融数据显示，当日赛分科技获融资买入额1140.76万 元，融资偿还969.10万元，融资净买入171.66万元。截至11月11日，赛分科技融资融券余额合计7626.79 万元 ...

赛分科技 20251107 摘要 赛峰科技前三季度工业纯化板块收入 12.08 亿元，同比增长 68.08%， 占主营收入 69%；归母净利润 9,321.18 万元，同比增长 71.07%。受 益于新增客户拓展和存量客户复购，公司经营规模扩张，但需关注重组 蛋白领域收入同比下降。 工业纯化板块中，抗体药物领域收入占比 60.62%，胰岛素多肽 GLP-1 领域收入占比 35.41%，同比增速 161.44%。GLP-1 领域增长迅速， 成为重要增长点，但需关注其他领域发展。 截至 2025 年 9 月 30 日，公司累计项目数量 1,126 个，其中研发阶段 893 个，临床阶段约 170 个，商业化生产 60 个。新增项目主要集中在 研发阶段，预示未来增长潜力，但商业化转化率是关键。 国产填料价格约为进口填料的 40%-50%，市场价格有所下降，预计明 年部分厂家会进一步压低价格。公司色谱填料毛利率维持在 70%左右， 药企更注重安全性，规模化企业竞争优势明显。 前三季度商业化阶段收入贡献约 1.223 亿元，占纯化业务收入近 60%；临床三期收入占比 18.57%。临床后期和商业化阶段收入贡献占 比约 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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： ● 会议召开时间：2025年11月17日（星期一）15:00-16:00 ● 会议召开地点：价值在线（www.ir-online.cn） ● 会议召开方式：网络互动方式 ● 会议问题征集：投资者可于2025年11月17日15:00前访问网址https://eseb.cn/1t07bRb4WVq或使用微信 扫描下方小程序码进行会前提问，公司将通过本次业绩说明会，在信息披露允许范围内就投资者普遍关 注的问题进行回答。 ■ 一、说明会类型 苏州赛分科技股份有限公司（以下简称"公司"）已于2025年10月28日在上海证券交易所网站 （www.sse.com.cn）披露了《苏州赛分科技股份有限公司2025年第三季度报告》。为便于广大投资者更 加全面深入地了解公司经营业绩、发展战略等情况，公司定于2025年11月17日（星期一）15:00-16:00 在"价值在线"（www.ir-online.cn）举办公司2025年第三 ...

证券代码：688758 证券简称：赛分科技 公告编号：2025-039 苏州赛分科技股份有限公司 关于召开2025年第三季度业绩说明会的公 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： 一、说明会类型 苏州赛分科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 28 日 在上海证券交易所网站（www.sse.com.cn）披露了《苏州赛分科技股份有限公司 2025 年第三季度报告》。为便于广大投资者更加全面深入地了解公司经营业绩、 会议召开时间：2025 年 11 月 17 日（星期一）15:00-16:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 会议问题征集：投资者可于 2025 年 11 月 17 日 15:00 前访问网址 https://eseb.cn/1t07bRb4WVq 或使用微信扫描下方小程序码进行会前提 问，公司将通过本次业绩说明会，在信息披露允许范围内就投资者普遍 关注的问题进行回答。 二、说明会召开的时间、地点和方式 ...

Core Viewpoint - The company has reported a total asset impairment provision of 11.54 million yuan for the first three quarters of 2025, which will reduce the total profit for the same period by the same amount [8][11]. Financial Data - The financial statements for the third quarter of 2025 have not been audited [3][4]. - The company has confirmed that the financial information in the quarterly report is true, accurate, and complete [2]. Asset Impairment Provision - The company conducted impairment testing on its assets as of September 30, 2025, and recognized a total asset impairment provision of 11.54 million yuan [8]. - The breakdown of the impairment includes: - Credit impairment losses amounting to 5.67 million yuan [9]. - Asset impairment losses related to inventory amounting to 5.88 million yuan [10]. Impact on Financial Performance - The total asset impairment and credit impairment losses will decrease the company's total profit for the first three quarters of 2025 by 11.54 million yuan, not accounting for income tax effects [11].

Core Viewpoint - SaiFen Technology, a leading domestic liquid chromatography material company, reported strong financial performance for the first three quarters of 2025, with revenue of 302 million yuan, a year-on-year increase of 38.39%, and a net profit attributable to shareholders of 93.21 million yuan, up 71.07% year-on-year, indicating robust growth driven by the demand for chromatography fillers in the biopharmaceutical sector [1][2]. Financial Performance - The company achieved a net profit of 39.55 million yuan in the third quarter alone, reflecting a remarkable year-on-year growth of 141.05% [1]. - The profit growth rate significantly outpaced revenue growth, showcasing the company's transition from technological breakthroughs to large-scale production [1]. Market Demand and Industry Trends - The demand for chromatography fillers is characterized by strong rigidity, essential for drug research, quality testing, and commercial production, particularly as domestic biopharmaceutical companies transition from clinical stages to commercialization [1][2]. - The domestic biopharmaceutical chromatography filler market is expected to grow significantly over the next 3 to 5 years, with procurement volumes projected to increase several times as many drug companies' research projects enter the commercialization phase [2]. Technological Advancements - SaiFen Technology's growth is supported by a robust technological foundation, with R&D investment reaching 40.60 million yuan, a year-on-year increase of 20.37%, and over 80 authorized patents [2]. - The company has developed high-performance products like MabPurixInfiniteA, which meet downstream efficiency and cost requirements, optimizing its offerings towards high-margin areas [2]. Global Expansion Strategy - The company is pursuing international expansion through various models, including direct sales and establishing a production base in the U.S., aiming to create a dual capacity structure that serves both domestic and global markets [3]. - SaiFen Technology has a history of international presence, having established its U.S. brand "Sepax" in 2002, and the recent establishment of SaiFen Biotech in 2022 is expected to enhance supply chain stability for global clients [3]. Competitive Positioning - The company is well-positioned to benefit from the domestic substitution trend, as the chromatography filler market has historically been dominated by international giants, with current domestic market penetration still low [2][3]. - With the backdrop of self-sufficiency in the biopharmaceutical supply chain, SaiFen Technology is expected to experience significant growth and value re-evaluation as it capitalizes on both domestic and international market opportunities [3].

Core Viewpoint - The report highlights the strong financial performance of Sepax Technologies, with significant revenue and profit growth driven by the increasing demand for chromatography materials in the biopharmaceutical sector [1][2]. Financial Performance - In the first three quarters of 2025, Sepax Technologies achieved a revenue of 302 million yuan, representing a year-on-year growth of 38.39% [1][2]. - The net profit attributable to shareholders reached 93.21 million yuan, reflecting a high growth rate of 71.07% compared to the previous year [1][2]. - In Q3 alone, the company reported an explosive growth with revenue and net profit increasing by 81.39% and 141.05% year-on-year, respectively [2]. Business Strategy - The company capitalized on the domestic substitution strategy by actively expanding its customer base and enhancing cooperation with existing clients, leading to further business growth [2][3]. - Sepax Technologies has invested 40.60 million yuan in R&D in the first three quarters of 2025, marking a 20.37% increase year-on-year, which strengthens its technological advantages [2]. Market Position and Global Strategy - The chromatography filler market, previously dominated by international giants, is experiencing a shift towards domestic alternatives, with Sepax Technologies transitioning from imitation to parallel competition and even local leadership [3]. - The company has established a global presence since 2002, with a focus on R&D and innovation in chromatography materials, and has set up a production base in the U.S. to support its dual-circulation strategy [3]. Industry Context - The biopharmaceutical sector in China is entering a commercialization phase, with many R&D projects expected to materialize in the next 3-5 years, creating a robust demand for chromatography materials [3][4]. - Sepax Technologies is positioned as a key player in the high-end biopharmaceutical materials sector, contributing to China's global competitiveness in this field [4].

Group 1 - The company, Saifen Technology, announced on October 27 that it recognized a total asset impairment loss and credit impairment loss of 11.5415 million yuan for the first three quarters of 2025, which reduced the total consolidated profit for the same period by the same amount [1] - The asset impairment provision was not audited by an accounting firm [1]

Core Insights - The company reported a revenue of 302 million yuan for the first three quarters of 2025, representing a year-on-year growth of 38.39% [1] - The net profit attributable to shareholders reached 93.21 million yuan, marking a year-on-year increase of 71.07% [1] - The net profit excluding non-recurring items was 84.93 million yuan, reflecting a year-on-year growth of 57.26% [1] - The basic earnings per share stood at 0.2268 yuan [1]

Group 1 - The company reported a third-quarter revenue of 120 million yuan, representing a year-on-year increase of 81.39% [1] - The net profit attributable to shareholders reached 39.55 million yuan, showing a year-on-year growth of 141.05% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 38.43 million yuan, with a year-on-year increase of 141.46% [1] - The basic earnings per share were 0.0950 yuan [1]