京新药业 20250710 摘要 金鑫药业创新药地达西尼已上市并纳入医保，2025 年上半年销售额突 破 5,000 万元，预计全年达 1.2-1.3 亿元，市场表现良好，进院数量和 单院产量均符合预期，销量逐月爬升，但综合医院销售节奏稍慢于专科 医院。 口服 RPA 是金鑫药业在血脂异常治疗领域的重要研发成果，目前处于临 床一期试验阶段，已完成部分单剂量和多次给药组试验，预计年内完成 一期试验并启动二期，现有数据显示 LC 降幅良好，与动物实验数据预 期一致。 地达西尼目前已覆盖约 470 家医院，上半年新增 270 多家，目标年底 覆盖 700 家。部分医院月均发货量已达 4,000-5,000 盒以上，整体销 售额逐月增长，从 3 月份约 3 万盒到 6 月份超过 13 万盒，全年目标为 18 万至 20 万盒。 失眠治疗领域在中国沉寂近 20 年，市场需求旺盛。地达西尼临床试验 显示安全性良好，疗效覆盖轻症到重症失眠患者，优于仅适用于轻症患 者的新靶点药物，有望推动整个领域发展。 Q&A 金鑫药业在创新药研发方面的主要方向是什么？ 金鑫药业的创新药研发主要集中在两个大方向：精神神经领域和心脑血管领域。 ...

Market Overview - On July 4, A-shares showed mixed performance with the three major indices fluctuating. The total trading volume reached 1.45 trillion yuan, an increase of 121 billion yuan compared to the previous trading day, with over 4,100 stocks declining [1] - Market focus was on stablecoins, digital currencies, and cross-border payment sectors, while banking and gaming sectors strengthened. Energy metals and small metals sectors experienced declines [1] Stock Performance - A total of 39 stocks hit the daily limit up, with 10 stocks achieving consecutive limit ups. The limit up rate was 65% (excluding ST and delisted stocks) [3] - Notable stocks included Chengbang Co., which saw a significant drop after hitting the limit up, while innovative drug concept stock Seli Medical achieved a limit up for the fourth consecutive day [3] Key Stocks and Trading Data - **Shenzhou Cell**: Increased by 16.46% with a trading volume of 20.17 million shares and a total transaction value of 1.63 billion yuan. Institutional net buying amounted to 156 million yuan [18] - **Jingxin Pharmaceutical**: Rose by 10.02% with a trading volume of 8.74 million shares and a total transaction value of 1.49 billion yuan. The company focuses on innovative drugs and medical devices [9][10] - **Hengbao Co.**: Engaged in financial technology and digital currency, with a focus on expanding overseas markets. The company reported overseas revenue of 93.62 million yuan, accounting for 10.37% of total revenue [12] - **Jingbeifang**: Engaged in stablecoin and digital currency sectors, recently signed a strategic cooperation agreement to enhance financial technology innovation [15] Institutional Trading - The top three net buying stocks by institutions were Shenzhou Cell, Hengbao Co., and Nanling Technology, with net purchases of 156 million yuan, 98.35 million yuan, and 91.73 million yuan respectively [6] - The top three net selling stocks were Haoshanghao, Jingbeifang, and Yingfangwei, with net sales of 110 million yuan, 105 million yuan, and 72.72 million yuan respectively [6] Summary of Key Companies - **Jingxin Pharmaceutical**: Focuses on the mental health sector and has a first-class innovative drug expected to be listed in March 2024, with plans to enter the medical insurance payment directory [9][10] - **Hengbao Co.**: Involved in financial technology and digital security, with a focus on digital currency innovation and expanding into overseas markets [12] - **Jingbeifang**: Actively participates in the construction of key digital currency systems for major state-owned banks and aims to innovate in financial technology [15]

Market Overview - On July 4, the Shanghai Composite Index rose by 0.32%, while the Shenzhen Component Index and the ChiNext Index fell by 0.25% and 0.36% respectively [2] - A total of 54 stocks appeared on the "Dragon and Tiger List" due to significant price movements, with the highest net inflow of funds being 111 million yuan into Jingxin Pharmaceutical (002020.SZ) [3][5] Stock Performance - Jingxin Pharmaceutical saw a net purchase of 111 million yuan, accounting for 9.41% of its total trading volume, and closed up by 10.02% with a turnover rate of 11.2% [3][5] - The stock with the highest net outflow was Haoshanghao (001298.SZ), which experienced a net sell of 110 million yuan, representing 4.06% of its total trading volume, and closed down by 10.01% with a turnover rate of 49.46% [6][3] Institutional Activity - On the same day, 24 stocks on the Dragon and Tiger List had institutional participation, with institutions net buying 91,500 yuan in total [7] - The stock with the highest institutional net purchase was Shenzhou Cell (688520.SH), which closed up by 16.46% and had a turnover rate of 4.53% [7][8] Northbound Capital Flow - Northbound funds participated in 14 stocks on the Dragon and Tiger List, with a total net outflow of 243 million yuan [12] - The highest net purchase by northbound funds was also in Jingxin Pharmaceutical, amounting to 48.64 million yuan, while the highest net sell was in Jingbeifang (002987.SZ) at 180 million yuan [12][14] Summary of Institutional and Northbound Fund Activities - Institutions and northbound funds jointly net bought stocks such as Longyang Electronics, Guangsheng Hall, and Shenzhou Cell, while they jointly net sold stocks including Lingang Steel, Yingfang Micro, and Haoshanghao [14][15] - The total net purchase by institutions for Shenzhou Cell was 155.81 million yuan, while the total net sell for Haoshanghao was 249.7 million yuan [15]

Group 1 - The Alzheimer's concept sector rose by 1.80%, leading the gains among concept sectors, with 18 stocks increasing in value [1][2] - Notable gainers included Hotgen Biotech with a 20% limit up, and other companies like Jingxin Pharmaceutical and Haizheng Pharmaceutical also reached their limit up [1][2] - The sector saw a net inflow of 372 million yuan from main funds, with 17 stocks receiving net inflows, and six stocks exceeding 30 million yuan in net inflow [2][3] Group 2 - The top three stocks by net inflow were Haizheng Pharmaceutical (105 million yuan), Jingxin Pharmaceutical (88.79 million yuan), and Hotgen Biotech (79.62 million yuan) [2][3] - The net inflow ratios for leading stocks were 9.03% for Haizheng Pharmaceutical, 7.51% for Jingxin Pharmaceutical, and 8.09% for Hotgen Biotech [3][4] - Stocks with significant declines included Fujilai, Wohua Pharmaceutical, and Wanbangde, with declines of 1.61%, 1.30%, and 1.29% respectively [1][5]

京新药业 20250701 摘要 京新药业预计 2025 年地达西尼销售额将超过 1 亿元，并通过后期上市 研究、适应症和剂型研发延长其生命周期，项目预计今明两年进入 RND 申报阶段。 公司治疗 LPA 靶点的 2,249 项目一期临床即将完成，计划年内启动二期 临床，并积极寻求与大型药企合作，同步开发及选择增值合作伙伴。 治疗精神分裂症的 251 号候选药物二期临床数据读出，疗效与安全性与 之前数据相近，公司正考虑进一步推进策略，卡瑞拉琴仿制药已申报， 有望获四年数据保护期。 康忻肠溶胶囊项目正在解读二期临床数据，若顺利将推进至三期临床， 旨在延长康忻液生命周期并进行补充开发。 抵达悉尼去年销售额约 3,000 万元，预计今年增长 3.5 到 4 倍，达 1.2 到 1.3 亿元，目标医院数量从 200 余家增至 700 家，专科医院接受度更 高。 康复新液集采后销售额下滑，但去年开始恢复增长，预计未来可恢复至 集采前 3.5 亿元规模，康复新系列整体收入目标 5 至 7.5 亿元。 公司对 BD 持开放态度，寻求与行业水平相当的交易价格，避免分子被 雪藏，注重海外开发增值，优先选择实体药企合作，并愿意同 ...

Group 1 - The company approved a share repurchase plan on January 8, 2025, with a total amount not less than RMB 200 million and not exceeding RMB 400 million [1][2] - The estimated number of shares to be repurchased is approximately 13.51 million to 27.03 million, accounting for 1.57% to 3.14% of the total share capital [1] - The implementation period for the repurchase plan is 12 months from the date of board approval [1] Group 2 - The total repurchase amount was adjusted to not less than RMB 350 million and not exceeding RMB 700 million [2] - The maximum repurchase price was revised from RMB 14.80 per share to RMB 14.47 per share, effective from May 29, 2025 [3] - The estimated number of shares to be repurchased under the new price cap is approximately 24.19 million to 48.38 million, accounting for 2.81% to 5.62% of the total share capital [3] Group 3 - As of June 30, 2025, the company repurchased 47.27 million shares, representing 5.49% of the total share capital, with a total transaction amount of RMB 608.72 million [3][4] - The highest purchase price was RMB 14.41 per share, and the lowest was RMB 11.86 per share [3] Group 4 - The repurchase is funded by the company's own funds and complies with relevant laws and regulations [4] - The company will continue to implement the repurchase plan based on market conditions and fulfill information disclosure obligations [5]

证券代码：002020 证券简称：京新药业 公告编号：2025035 浙江京新药业股份有限公司 关于股份回购进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、回购股份方案的基本情况 浙江京新药业股份有限公司(以下简称"公司")于 2025 年 1 月 8 日召开的 第八届董事会第十二次会议，审议通过了《关于股份回购的方案》，公司使用自 有资金以集中竞价交易方式回购公司股份，回购的公司股份将用于股权激励或员 工持股计划。本次回购总金额为不低于人民币 20,000 万元(含)，不超过人民币 40,000 万元（含），回购价格不超过 14.80 元/股（含），若按回购总金额上、 下限和回购股份价格上限测算，预计回购股份数量约为 1,351 万股-2,703 万股， 约占目前公司总股本的 1.57%-3.14%。具体回购金额及回购数量以回购完成时实 际使用的资金和回购的股份数量为准。回购股份的实施期限自董事会审议通过本 次回购股份方案之日起 12 个月内。具体内容详见公司于 2025 年 1 月 9 日、2025 年 1 月 10 日 在 《 证 券 时 报 ...

证券代码：002020 证券简称：京新药业 公告编号：2025034 浙江京新药业股份有限公司 关于股份回购进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、回购股份方案的基本情况 浙江京新药业股份有限公司(以下简称"公司")于 2025 年 1 月 8 日召开的 第八届董事会第十二次会议，审议通过了《关于股份回购的方案》，公司使用自 有资金以集中竞价交易方式回购公司股份，回购的公司股份将用于股权激励或员 工持股计划。本次回购总金额为不低于人民币 20,000 万元(含)，不超过人民币 40,000 万元（含），回购价格不超过 14.80 元/股（含），若按回购总金额上、 下限和回购股份价格上限测算，预计回购股份数量约为 1,351 万股-2,703 万股， 约占目前公司总股本的 1.57%-3.14%。具体回购金额及回购数量以回购完成时实 际使用的资金和回购的股份数量为准。回购股份的实施期限自董事会审议通过本 次回购股份方案之日起 12 个月内。具体内容详见公司于 2025 年 1 月 9 日、2025 年 1 月 10 日 在 《 证 券 时 报 ...

证券代码：002020 证券简称：京新药业 公告编号：2025032 浙江京新药业股份有限公司 2024 年年度权益分派实施公告 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。 特别提示： 1、浙江京新药业股份有限公司（以下简称"公司"）于2025年4月24日召开2024 年度股东大会，审议并通过了《2024年度利润分配方案》的议案。公司2024年度利 润分配方案为：以截止2024年12月31日公司总股本861,029,140 股扣除回购专户上 已回购股份后的股本为基数，按分配比例不变的原则，向全体股东每10股派发现金 红利3.50元（含税），不送红股，不以资本公积金转增股本，剩余未分配利润结转 下一年度。若在分配方案实施前公司总股本由于可转债转股、股份回购、股权激励 行权、再融资新增股份上市等原因而发生变化的，将按照分配比例不变的原则对分 配总额进行相应调整。 2、截至本公告披露日，公司回购专用证券账户持有公司股份47,161,295股,根 据《深圳证券交易所上市公司自律监管指引第9号——回购股份》的相关规定，回购 专用证券账户中的股份不享有利润分配权利，公 ...

Core Viewpoint - Zhejiang Jingxin Pharmaceutical Co., Ltd. has approved a profit distribution plan for the year 2024, which includes a cash dividend of 3.50 yuan per 10 shares for all shareholders, excluding shares held in the company's repurchase account [1][2][3]. Summary by Sections Profit Distribution Plan - The profit distribution plan for 2024 involves a cash dividend of 3.50 yuan per 10 shares, based on a total share capital of 861,029,140 shares, excluding 47,161,295 shares held in the repurchase account [1][2]. - The total cash dividend amount is calculated to be 284,853,745.75 yuan (including tax) [2][4]. - The plan stipulates that if the total share capital changes before the implementation of the distribution due to various reasons, the total distribution amount will be adjusted accordingly while maintaining the distribution ratio [1][2]. Key Dates - The record date for the distribution is set for May 28, 2025, and the ex-dividend date is May 29, 2025 [4]. Dividend Taxation - The cash dividend will be subject to different tax rates based on the holding period of the shares, with specific provisions for different types of shareholders [3][4]. Repurchase Shares - Shares held in the repurchase account will not be entitled to profit distribution rights, and the repurchase price ceiling will be adjusted from 14.80 yuan to 14.47 yuan per share following the distribution [5][6].