证券代码：002007 证券简称：华兰生物 公告编号：2025-046 华兰生物工程股份有限公司 关于参股公司收到药品注册受理通知书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没 有虚假记载、误导性陈述或重大遗漏。 近日，公司参股公司华兰基因工程有限公司（以下简称"基因公司"）收到 国家药品监督管理局签发的地舒单抗注射液境内生产药品注册上市许可申请《受 理通知书》（受理号：CXSS2500138）。现将相关情况公告如下： 一、申请注册药品的基本情况 药品名称：地舒单抗注射液 申请事项：境内生产药品注册上市许可 注册分类：治疗用生物制品 3.3 类 规 格：120mg（1.7ml）/瓶 药品适应症：实体肿瘤骨转移和多发性骨髓瘤、骨巨细胞瘤 结 论：根据《中华人民共和国行政许可法》第三十二条的规定，经审查， 决定予以受理。 申请人：华兰基因工程有限公司 二、药品相关情况简介 公司研发的地舒单抗注射液为生物类似药。其原研产品由安进公司开发，已 在全球多个国家及地区获批上市，用于治疗骨质疏松症、骨巨细胞瘤等多类骨骼 疾病，其疗效与安全性获得了广泛临床验证。 地舒单抗是一种人源化单克隆抗体（IgG ...

Group 1 - The core viewpoint of the article highlights the steady growth of the blood products business and a significant increase in demand for quadrivalent influenza vaccines [4][5] Group 2 - As of mid-2025, the company operates 34 plasma collection stations, with 4 stations expected to exceed 100 tons of plasma collection in 2024, indicating strong growth potential in the blood products sector [4] - The company has seen a rapid consumption of quadrivalent influenza vaccines due to increased public awareness and demand from health authorities, leading to multiple batch applications for market release [4] Group 3 - The company is actively investing in innovation, focusing on process upgrades and new product development in blood products, as well as advancing research in vaccines, innovative drugs, and biosimilars [5] - Specific advancements include the completion of on-site verification for a new 10% intravenous immunoglobulin product, plans for submitting a Pre-IND for subcutaneous immunoglobulin, and ongoing Phase III clinical trials for coagulation factor IX [5] Group 4 - The company has implemented a cash dividend of 7 yuan per 10 shares for 2025, resulting in a dividend yield of 4.63% based on the closing price on December 11, 2025, emphasizing its commitment to stable and predictable cash dividends [6]

Investment Rating - The report maintains a "Buy" rating for the company, considering its innovative layout and high dividend yield [3][4]. Core Insights - The blood products business is expected to maintain steady growth, with a significant increase in demand for quadrivalent influenza vaccines. By mid-2025, the company will have 34 plasma collection stations, with four stations expected to exceed 100 tons of plasma collection in 2024 [1]. - The company is actively innovating in the blood products sector, upgrading existing processes and developing new products. This includes the completion of on-site verification for a new 10% intravenous immunoglobulin and plans for a subcutaneous immunoglobulin submission [2]. - The company has implemented a cash dividend of 7 yuan per 10 shares for 2025, resulting in a dividend yield of 4.63% based on the closing price on December 11, 2025. The company aims to enhance the stability and predictability of its cash dividends [3]. Summary by Sections Blood Products Business - The blood products segment is projected to grow steadily, supported by an increase in plasma collection and improved utilization rates. The demand for quadrivalent influenza vaccines has surged, leading to faster inventory turnover [1]. Innovation and R&D - The company is increasing its R&D investments in vaccines, innovative drugs, and biosimilars. Key developments include the advancement of a recombinant herpes zoster vaccine and mRNA vaccines for influenza and respiratory syncytial virus [2]. Financial Performance and Forecast - The company has adjusted its net profit forecasts for 2025 and 2026 to 1.252 billion yuan and 1.472 billion yuan, respectively, reflecting a decrease of 20% and 23% from previous estimates. The projected earnings per share (EPS) for 2025 is 0.69 yuan, with corresponding price-to-earnings (P/E) ratios of 22, 19, and 16 for 2025, 2026, and 2027 [3][8].

（文章来源：证券日报） 证券日报网讯 12月11日，华兰生物在互动平台回答投资者提问时表示，公司将进一步提升互动易回复 频率，加强与投资者的沟通。 ...

（文章来源：证券日报） 证券日报网讯 12月11日，华兰生物在互动平台回答投资者提问时表示，二级市场股价受经营环境、经 营业绩、股东结构以及所处行业的发展前景等综合影响，公司将持续通过现金分红、加快产品研发等措 施维护股东利益。 ...

（文章来源：证券日报） 证券日报网讯 12月11日，华兰生物在互动平台回答投资者提问时表示，公司将继续通过提升信息披露 质量、保持稳定分红等方式，积极传递内在价值，维护投资者利益。 ...

Group 1 - The domestic demand for influenza vaccines is experiencing a significant surge as the winter flu season approaches, prompting the company to ramp up production to ensure market supply [1] - The company has reported a notable increase in vaccine orders from local disease control centers since October, particularly as the traditional flu peak in November approaches, leading to faster inventory turnover of its core product, the quadrivalent influenza virus split vaccine [1] - To address the supply-demand imbalance, the company has urgently opened multiple production lines and is working on additional batches of the quadrivalent influenza virus split vaccine, which are expected to be quickly released to the market after completing regulatory inspection processes [1] Group 2 - The company's subsidiary, Hualan Vaccine, is the largest influenza vaccine producer in the country, with a production capacity of 100 million doses annually, providing a solid foundation to meet seasonal demand fluctuations [2] - Since the launch of the quadrivalent influenza virus split vaccine in 2018, the company has maintained a leading position in the domestic market, with its vaccine sales consistently ranking among the top in the industry and achieving high market recognition from disease control centers nationwide [2] - The company is accelerating its global expansion, with overseas markets becoming a new growth engine, having successfully entered markets in Pakistan and the Dominican Republic since 2025, which enhances its revenue structure and international brand influence [2]

华兰生物（002007.SZ）12月11日在投资者互动平台表示，根据中国食品药品检定研究院的公开数据显 示，截至目前公司已签发流感疫苗批次为55批，批签发批次数量位居国内前列。自10月份特别是11月份 以来，民众接种流感疫苗的意识显著增强，各地疾控中心的需求订单较上年同期显著增加，公司流感疫 苗特别是四价流感病毒裂解疫苗的库存消化较快，为满足市场的需求，公司加班加点，增加了多个批次 四价流感病毒裂解疫苗的分包装并已提交批签发申请，预计近期在完成批签发后将投放市场。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘好，看楚天科技说疫苗预约通道开通，秒没，这 是目前流感疫苗真实写照吗？那为何公司和子公司二级市场反应平平？ ...

华兰生物12月11日在投资者互动平台表示，自10月份以来，民众接种流感疫苗的意识显著增强，各地疾 控中心的需求订单较上年同期显著增加，华兰生物生产的流感疫苗特别是四价流感病毒裂解疫苗的库存 消化较快，为满足市场的需求，华兰生物加班加点，增加了多个批次四价流感病毒裂解疫苗的生产、分 包装并已提交批签发申请，预计近期在完成批签发后将投放市场。 ...

格隆汇12月11日丨华兰生物(002007.SZ)在投资者互动平台表示，公司暂未开展商业航天、卫星互联网 及护理机器人领域的投资业务。 ...