Suzhou Sepax Technologies(688758)
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赛分科技(688758):Q2业绩增速同比改善
Xin Lang Cai Jing· 2025-08-19 08:40
Core Insights - The company reported a revenue of 183 million yuan for the first half of 2025, representing a year-on-year growth of 19.77% [1] - The net profit attributable to shareholders reached 54 million yuan, with a year-on-year increase of 40.91% [1] - The company achieved a non-recurring net profit of 47 million yuan, reflecting a year-on-year growth of 22.08% [1] Financial Performance - In Q2 2025, the company generated a revenue of 99 million yuan, marking a year-on-year growth of 30.81% and a quarter-on-quarter increase of 18.49% [2] - The net profit attributable to shareholders for Q2 was 30 million yuan, showing a significant year-on-year increase of 110.68% and a quarter-on-quarter growth of 25.94% [2] - The rapid growth in net profit is attributed to increased revenue and effective dilution of fixed costs due to business scale expansion, leading to a notable improvement in overall net profit margin [2] R&D and Innovation - The company is accelerating its R&D efforts, optimizing various coating and modification processes for its products [3] - New products developed during the reporting period have been successfully applied in clinical and production replacement projects [3] - The company has established a unique core technology platform encompassing microbead synthesis, surface modification, and functional modification technologies related to pharmaceutical separation and purification [3] Investment Outlook - The company is rated as "Accumulate," with expected EPS of 0.23 yuan and 0.29 yuan for 2025 and 2026, respectively [3] - The company is one of the few globally with advanced R&D and large-scale production capabilities in both analytical chromatography and industrial purification media [3]
赛分科技(688758):Q2业绩增速同比改善
Dongguan Securities· 2025-08-19 07:31
Investment Rating - The report maintains an "Accumulate" rating for the company [2][6]. Core Insights - The company reported a revenue of 183 million yuan for the first half of 2025, representing a year-on-year growth of 19.77%. The net profit attributable to shareholders was 54 million yuan, up 40.91% year-on-year, and the net profit excluding non-recurring items was 47 million yuan, reflecting a 22.08% increase [3][6]. - In Q2 2025, the company achieved a revenue of 99 million yuan, which is a 30.81% increase year-on-year and an 18.49% increase quarter-on-quarter. The net profit attributable to shareholders for Q2 was 30 million yuan, showing a remarkable year-on-year growth of 110.68% and a quarter-on-quarter increase of 25.94% [6]. - The rapid growth in net profit is attributed to increased revenue and effective cost absorption due to business scale expansion, leading to a significant improvement in overall net profit margin [6]. - The company is focused on providing comprehensive analytical chromatography and industrial purification solutions for global biopharmaceutical companies, aiming to become the most trusted partner in the biopharmaceutical sector [6]. - The company is accelerating its R&D innovations, optimizing various coating and modification processes, and has developed new products that meet market demands, showcasing its unique core technology platforms in chromatographic media preparation [6][7]. Financial Projections - The company is projected to achieve total revenue of 384 million yuan in 2025, with net profit expected to reach 97 million yuan, and EPS forecasted at 0.23 yuan. For 2026, total revenue is estimated at 468 million yuan, with net profit of 120 million yuan and EPS of 0.29 yuan [7].
苏州赛分科技股份有限公司 2025年半年度募集资金存放与 实际使用情况的专项报告
Zheng Quan Ri Bao· 2025-08-18 22:38
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688758 证券简称:赛分科技 公告编号:2025-029 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。 根据中国证券监督管理委员会(以下简称"中国证监会")《上市公司募集资金监管规则》《上海证券交 易所科创板上市公司自律监管指引第1号——规范运作》和《上海证券交易所科创板股票上市规则》等 相关规定,苏州赛分科技股份有限公司(以下简称"公司")董事会将公司2025年半年度(以下简称"报 告期")募集资金存放与实际使用情况专项说明如下: 一、募集资金基本情况 (一)实际募集资金金额和资金到位时间 根据中国证监会出具的《关于同意苏州赛分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〔2024〕1204号),公司获准首次向社会公众公开发行人民币普通股(A股)股票4,997.5690万股, 发行价格为人民币4.32元/股,募集资金总额为人民币215,894,980.80元,扣除各项发行费用后募集资金 净额为人民币165,801,255.97元,以上募集资金已 ...
赛分科技:2025年半年度归属于上市公司股东的净利润同比增长40.91%
Zheng Quan Ri Bao· 2025-08-18 14:10
证券日报网讯 8月18日晚间,赛分科技发布公告称,2025年半年度公司实现营业收入182,632,897.75 元,同比增长19.76%;归属于上市公司股东的净利润为53,659,195.85元,同比增长40.91%。 (文章来源:证券日报) ...
赛分科技2025年半年报披露:主营业务双轮发力 国产替代纵深推进
Zheng Quan Shi Bao Wang· 2025-08-18 13:33
Core Insights - The biopharmaceutical industry is accelerating commercialization processes, significantly boosting the demand for chromatography materials due to multiple innovative drug projects entering production stages [1] - The company, Saifen Technology, has achieved dual breakthroughs in performance and technical strength, with its industrial purification business being the main growth driver [2] - The company has made significant advancements in core technologies, enhancing its product offerings and establishing itself as an industry benchmark [4] Industry Overview - The demand for chromatography consumables is surging, driven by the expansion of GLP-1 drugs and recombinant proteins, creating vast growth opportunities for Saifen Technology [1] - The industrial purification sector has shown remarkable performance, with sales revenue reaching 120 million yuan, a year-on-year increase of 28.59%, accounting for 65.97% of total revenue [2] - The company has completed 87 clinical phase III and commercialization projects for imported filler replacements, with a focus on antibodies, GLP-1, and recombinant proteins [6] Company Performance - In the first half of 2025, Saifen Technology reported a revenue of 183 million yuan, a year-on-year growth of 19.76%, with a gross margin of 70.60% [5] - The net profit attributable to the parent company reached 53.66 million yuan, up 40.91% year-on-year, with a net profit excluding non-recurring items of 46.50 million yuan, reflecting a growth of 22.08% [5] - The company has expanded its customer base and increased sales to significant clients, with sales exceeding 10 million yuan contributing to 86.22% of the industrial purification revenue [2] Technological Advancements - Saifen Technology has upgraded its core technology platforms, launching new industrial purification products, including high-performance affinity and cation exchange fillers [4] - The company has achieved precise control over microsphere synthesis and developed surface modification techniques to enhance product performance [4] - The introduction of a new generation of size exclusion chromatography columns supports global business expansion and solidifies the company's position among top international chromatography firms [3] Future Outlook - Saifen Technology plans to increase R&D investment, deepen chromatography technology, and continue launching innovative products to enhance performance and quality [6] - The company aims to accelerate the domestic substitution process and strengthen collaborations with domestic pharmaceutical companies to expand market share [6] - The completion of the second phase of the Yangzhou project will enable an annual production capacity of over 200,000 liters of chromatography media, supporting domestic substitution and pharmaceutical growth demands [6]
赛分科技:关于补选非独立董事及调整董事会审计委员会委员的公告
Zheng Quan Ri Bao Zhi Sheng· 2025-08-18 12:51
证券日报网讯 8月18日晚间,赛分科技发布公告称,公司于2025年8月16日召开第二届董事会2025年第 四次会议,审议通过了《关于补选非独立董事的议案》《关于调整董事会审计委员会委员的议案》。公 司董事会同意提名倪灏(HAONI)先生为公司第二届董事会非独立董事候选人,任期自公司股东会审 议通过之日起至第二届董事会届满之日止。为完善公司治理结构,保障公司董事会审计委员会规范运 作,公司董事会拟对第二届董事会审计委员会部分成员进行调整,即公司董事长、总经理黄学英先生不 再担任公司第二届董事会审计委员会委员,由公司独立董事徐锋先生担任审计委员会委员,与彭淑贞女 士、梁永伟先生共同组成公司第二届董事会审计委员会,任期自本次董事会审议通过之日起至公司第二 届董事会任期届满之日止。 (编辑 任世碧) ...
赛分科技:9月3日将召开2025年第一次临时股东会
Zheng Quan Ri Bao· 2025-08-18 12:39
(文章来源:证券日报) 证券日报网讯 8月18日晚间,赛分科技发布公告称,公司将于2025年9月3日召开2025年第一次临时股东 会。本次股东会将审议《关于补选非独立董事的议案》等多项议案。 ...
赛分科技:第二届董事会2025年第四次会议决议公告
Zheng Quan Ri Bao· 2025-08-18 12:39
(文章来源:证券日报) 证券日报网讯 8月18日晚间,赛分科技发布公告称,公司第二届董事会2025年第四次会议审议通过了 《关于公司及摘要的议案》等多项议案。 ...
赛分科技:8月26日将召开2025年半年度业绩说明会
Zheng Quan Ri Bao· 2025-08-18 12:39
(文章来源:证券日报) 证券日报网讯 8月18日晚间,赛分科技发布公告称,公司定于2025年8月26日(星期二)15:00-16:00 在"价值在线"举办公司2025年半年度业绩说明会。 ...
赛分科技:关于2025年半年度利润分配方案的公告
Zheng Quan Ri Bao· 2025-08-18 12:39
证券日报网讯 8月18日晚间,赛分科技发布关于2025年半年度利润分配方案的公告称,公司拟向全体股 东每股派发现金红利0.026元(含税),不进行资本公积转增股本,不送红股。截至2025年6月30日,公 司总股本416,464,084股,以此计算合计拟派发现金红利10,828,066.18元(含税),占2025年半年 度归属于上市公司股东净利润的20.18%。 (文章来源:证券日报) ...