人民财讯8月18日电，赛分科技(688758)8月18日晚间披露2025年半年报，公司上半年实现营业收入1.83 亿元，同比增长19.76%；归母净利润为5365.92万元，同比增长40.91%。基本每股收益0.1315元。公司 拟向全体股东每10股派发现金红利0.26元(含税)。报告期内，公司归母净利润的快速增长主要得益于公 司营业收入的增长，以及随着业务规模扩大，固定成本得到有效摊薄，带动整体净利润率显著提升。 ...

Core Viewpoint - The company reported a significant increase in both revenue and net profit for the first half of 2025, indicating strong growth driven by its focus on specific market segments and customer relationships [1] Financial Performance - The company achieved operating revenue of 183 million yuan, representing a year-on-year growth of 19.76% [1] - The net profit attributable to shareholders reached 53.66 million yuan, marking a year-on-year increase of 40.91% [1] - The net profit after deducting non-recurring gains and losses was 46.50 million yuan, reflecting a year-on-year growth of 22.08% [1] - Basic earnings per share were reported at 0.1315 yuan [1] Dividend Distribution - The company plans to distribute a cash dividend of 0.026 yuan per share (tax included) to all shareholders [1] Business Strategy - The revenue growth is attributed to the company's focus on the fields of analytical chromatography and industrial purification, along with continuous market expansion efforts [1] - The company leveraged product performance and independent research and development advantages to acquire new customer projects and promote repeat purchases from existing customers [1]

赛分科技公告，2025年上半年营业收入1.83亿元，同比增长19.76%。净利润5365.92万元，同比增长 40.91%。公司拟向全体股东每股派发现金红利人民币0.026元（含税），合计拟派发现金红利人民币 1082.81万元（含税），占2025年半年度归属于上市公司股东净利润的20.18%。 ...

8月12日赛分科技主力资金净流出183.55万元，占流通市值的0.23%。近五个交易日累计净流出360.28万 元，占流通市值的0.46%。 风险提示：以上内容仅供参考，不构成投资建议。市场有风险，投资需谨慎。 赛分科技8月12日报收18.62元，较前一交易日下跌1.74%。当日开盘价为18.95元，最高触及18.95元，最 低下探至18.50元，成交量为26462手，成交金额达0.49亿元。 赛分科技主营业务为化学原料药及中间体的研发、生产和销售。公司产品主要应用于医药、农药、染料 等领域。作为江苏地区医药企业，公司属于化学原料板块，并具有专精特新企业资质。 江苏省药品监督管理局数据显示，今年1至7月江苏获批上市的创新药已达14个，超过2024年全年总量。 这些创新药覆盖肿瘤、脊柱炎、流感等多个治疗领域，其中包括多个具有标志性意义的"首个"品种。江 苏生物医药产业规模在全国占比约15%，居全国首位。 ...

Core Viewpoint - The article discusses the advantages of domestic substitution in the biopharmaceutical supply chain, emphasizing stability, safety, and cost-effectiveness as key drivers for companies to adopt domestic products over imports [3][4]. Group 1: Domestic Substitution Advantages - The stability and safety of the supply chain are crucial for biopharmaceutical companies, especially during disruptions that could lead to production halts. Domestic sourcing mitigates risks associated with reliance on imported critical materials [3]. - Cost advantages are significant, with domestic chromatography media offering substantial price reductions compared to imported counterparts. This cost-effectiveness is enhanced when considering the overall supply chain, as companies often switch multiple related consumables to domestic options [3]. - Domestic suppliers provide localized technical support, collaborating closely with clients to optimize processes and improve product quality, which fosters a competitive environment focused on comprehensive technical solutions [3]. Group 2: Industry Trends - The trend towards domestic substitution in chromatography media is largely irreversible, with most companies moving from imported to domestic products, and only a few instances of switching between domestic brands [4]. - Large pharmaceutical companies adopt a mixed procurement strategy for chromatography media, balancing between single and multiple suppliers based on their process needs and risk management considerations [5]. - The primary business of the company, Saifen Technology (688758), focuses on the research, development, and production of liquid chromatography materials for drug analysis and purification, positioning itself as a high-tech enterprise with global sales capabilities [5].

证券之星消息，2025年8月7日赛分科技（688758）发布公告称华夏基金、华泰证券、Open Door于2025年8 月5日调研我司。 具体内容如下： 公司与投资者针对行业情况、产品市场动态等方面进行了交流，沟通主要内容与公司公告内容一致，部分 延伸探讨内容纪要如下： 问：填料国产替代在生物医药供应链中的优势如何体现？ 答：一方面体现在供应链的稳定性和安全性上。之前特殊时期期间，因供应链受阻，药企客户面临生产中 断风险，如在国内紧急开展的疫苗等生物制品的生产过程中，若药企高度依赖进口关键耗材，则存在物料 短缺的潜在危机。因此，供应链的稳定性和安全性成为了推动企业实施国产化替代战略的首要驱动力。另 一方面，成本优势是国产替代的另一核心竞争要素。亲和层析介质、离子交换层析介质的国产产品相较于 同类进口产品，成本大幅下降，且考虑到客户往往会配套更换上下游相关耗材和装备，国产替代带来的整 体成本效益更为可观。此外，国产供应商通常提供更为深入的本地化技术服务支持，包括与用户紧密合作 进行工艺开发和优化。国内主要供应商均在着力提升技术支持水平，通过优化层析工艺以提高产品纯度和 收率等技术指标，形成了基于整体技术解决方案 ...

Core Points - In the first seven months of 2025, a total of 59 new companies were listed on the Shanghai Stock Exchange, Shenzhen Stock Exchange, and Beijing Stock Exchange, raising a total of 59.116 billion yuan [1] - Among these, the Sci-Tech Innovation Board saw 8 companies listed, collectively raising 8.117 billion yuan [1] - Seven companies opted for the first set of listing standards, which require a minimum expected market value of 1 billion yuan and specific profit and revenue criteria [1] Company Listings - Yitang Co., Ltd. (688729.SH) was listed on July 8, 2025, raising 2.49748 billion yuan with underwriting fees of 92.2118 million yuan, following the fourth listing standard [2] - Yingstone Innovation (688775.SH) was listed on June 11, 2025, raising 1.93807 billion yuan with underwriting fees of 158.3475 million yuan, adhering to the first listing standard [2] - Hanbang Technology (688755.SH) was listed on May 16, 2025, raising 500.94 million yuan with underwriting fees of 37.2891 million yuan, also following the first listing standard [2] - Other companies listed under the first standard include Shengke Nano (688757.SH), Haibosichuang (688411.SH), Xingfu Electronics (688545.SH), Sikan Technology (688583.SH), and Saifen Technology (688758.SH), with varying amounts raised and underwriting fees [2]

Core Insights - The report highlights that in 2024, the total salary for A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - Over 21% of company secretaries earn more than 1 million yuan annually, indicating a significant portion of high earners in this role [1] Salary Distribution - The average annual salary for secretaries in the A-share pharmaceutical sector is 608,400 yuan [5] - Salary distribution shows that 49% earn below 500,000 yuan, 40% earn between 500,000 and 1 million yuan, and 11% earn above 1 million yuan [5] Age and Education Demographics - The majority of company secretaries (60%) are aged between 30 and 50 years, while 38% are over 50 years, and only 2% are 30 years or younger [1] - More than half (52%) of the secretaries hold a bachelor's degree, with 39% holding a master's degree and 9% holding an associate degree [3] Investor Engagement - There is a wide variance in the number of investor meetings held by companies, with 43% of companies hosting fewer than 10 meetings annually [9] - Five companies reported zero investor meetings, while the top five companies for investor engagement had between 291 and 520 meetings, with their secretaries' salaries ranging from 26,700 to 71,190 yuan [9]

Group 1 - The core viewpoint of the article highlights that Guangfa Fund has recently conducted research on a listed company, specifically Saifen Technology, which is set to be listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 10, 2025 [1] - Guangfa Fund, established in 2003, currently manages a total asset scale of 1,453.11 billion yuan, ranking 3rd out of 210 in the industry [1] - The fund's non-monetary public fund asset management scale is 927.06 billion yuan, also ranking 3rd out of 210 [1] - Guangfa Fund manages 812 public funds, ranking 2nd out of 210 [1] - The fund has 92 public fund managers, ranking 9th out of 210 [1] - The best-performing public fund product in the past year is the Guangfa CSI Hong Kong Innovative Drug ETF (QDII), with a latest unit net value of 1.46 and a growth of 144.88% over the past year [1]

7月30日数据显示，赛分科技主力资金净流出890.98万元，占流通市值的1.1%。 风险提示：市场有风险，投资需谨慎。 7月29日，赛分科技接待广发基金调研，公司董事会秘书及市场部经理参与交流，主要围绕行业动态及 产品市场情况展开讨论。公司表示，二季度工业纯化业务增速稳健，主要受益于国产化项目的持续推 进。 赛分科技7月30日股价报19.02元，较前一交易日下跌0.43元，跌幅2.21%。当日开盘价为19.55元，最高 触及19.55元，最低下探18.60元，成交额0.94亿元，换手率11.62%。 赛分科技主营业务为化学原料相关领域，公司专注于工业纯化业务，近年来持续推进国产替代进程。 ...