转自：智通财经 【众生药业：上半年净利润同比增长114.96%】智通财经8月28日电，众生药业(002317.SZ)公告称，众 生药业发布2025年半年度报告，报告显示公司上半年实现营业收入12.99亿元，同比下降4.74%；归属于 上市公司股东的净利润为1.88亿元，同比增长114.96%。公司计划不派发现金红利，不送红股，不以公 积金转增股本。 ...

众生药业公告，2025年上半年营业收入13亿元，同比下降4.74%。净利润1.88亿元，同比增长114.96%。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

广东众生药业股份有限公司 2025 年半年度报告全文 广东众生药业股份有限公司 2025 年半年度报告 2025 年 8 月 1 广东众生药业股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人陈永红、主管会计工作负责人龙春华及会计机构负责人(会计 主管人员)丁衬欢声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告涉及未来计划等前瞻性陈述，不构成公司对投资者的实质承诺， 敬请投资者注意投资风险。 可能存在行业风险、成本上升风险、研发风险等风险，敬请广大投资者 注意投资风险。具体详见本报告第三节"管理层讨论与分析"有关内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | P | $ | | --- | --- | | 1 | A | | 第一节 重要提示、目录和释义 | | 2 | | --- | --- | --- | | 第二节 公司简介和主要财务指 ...

Market Performance - The pharmaceutical sector experienced a decline of -2.73% on August 27, 2025, underperforming the CSI 300 index by 1.24 percentage points, ranking 26th among 31 sub-industries in the Shenwan classification [1] - Among sub-industries, medical devices (-1.37%), medical research outsourcing (-1.98%), and blood products (-2.06%) performed relatively better, while in vitro diagnostics (-3.98%), vaccines (-3.45%), and hospitals (-3.12%) lagged behind [1] - Top three gainers included Nanjing New Pharmaceutical (+20.00%), Ailis (+17.00%), and Aomei Medical (+10.04%), while the largest decliners were Yuekang Pharmaceutical (-16.82%), Rejing Bio (-10.47%), and Guangshengtang (-10.32%) [1] Industry News - Gilead announced that the European Commission has approved its HIV-1 capsid inhibitor Yeytuo (Lenacapavir) for market release as a pre-exposure prophylaxis (PrEP) therapy, aimed at reducing the risk of HIV-1 infection in high-risk adults and adolescents (weighing at least 35 kg) [2] - Lenacapavir is a "first-in-class" long-acting HIV capsid inhibitor that interferes with the assembly and disassembly of the HIV capsid protein, demonstrating a 100% prevention rate of HIV infection in a study with 2,134 participants receiving biannual subcutaneous injections, outperforming the daily oral Truvada treatment group [2] Company News - Xingqi Eye Pharmaceutical (300573) reported a revenue of 1.163 billion yuan for the first half of 2025, a year-on-year increase of 30.38%, with a net profit attributable to shareholders of 335 million yuan, up 97.75% [3] - Nossger (301333) achieved a revenue of 380 million yuan in the first half of 2025, a slight increase of 0.18%, with a net profit of 61 million yuan, growing by 4.45% [3] - Mindray Medical (300706) reported a revenue of 16.743 billion yuan for the first half of 2025, a decline of 18.45%, with a net profit of 5.069 billion yuan, down 32.96% [3] - Zhongsheng Pharmaceutical (002317) announced that its subsidiary Zhongsheng Ruichuang has completed the first participant enrollment and dosing for two Phase III clinical trials (SHINING-2 and SHINING-3) of its innovative polypeptide drug RAY1225 injection [3]

Core Viewpoint - The company, Zhongsheng Pharmaceutical, has announced the successful initiation of two Phase III clinical trials for its innovative peptide drug RAY1225 injection, targeting type 2 diabetes patients with inadequate blood sugar control [1] Group 1: Clinical Trials - The first trial (SHINING-2) is a multicenter, randomized, double-blind, placebo-controlled study focusing on type 2 diabetes patients with poor blood sugar control after dietary and exercise interventions [1] - The second trial (SHINING-3) is a multicenter, randomized, open-label study comparing RAY1225 with semaglutide injection in type 2 diabetes patients inadequately controlled on oral hypoglycemic agents [1] - The first participants have been enrolled and dosed in both clinical trials [1] Group 2: Drug Characteristics - RAY1225 injection is an innovative structural peptide drug developed by the company's subsidiary, Guangdong Zhongsheng Ruichuang Biotechnology Co., Ltd., with global independent intellectual property rights [1] - The drug exhibits dual agonistic activity on GLP-1 and GIP receptors, showing potential for long-acting administration with biweekly injections due to its excellent pharmacokinetic properties [1] - A third Phase III clinical trial (REBUILDING-2) assessing the safety and efficacy of RAY1225 in obese/overweight participants has completed participant enrollment [1]

众生药业公告，控股子公司众生睿创自主研发的创新多肽药物RAY1225注射液，已完成两项降糖III期 临床试验的首例参与者入组和给药。RAY1225注射液是具有全球自主知识产权的多肽药物，具备每两 周注射一次的长效潜力。众生睿创将继续推进RAY1225注射液的III期临床试验，争取早日完成相关研 究，申报药物上市。 ...

广东众生药业股份有限公司 关于控股子公司一类创新药 RAY1225 注射液 两项降糖 III 期临床试验完成首例参与者入组的公告 证券代码：002317 公告编号：2025-089 一、RAY1225 注射液 III 期临床试验 RAY1225 注射液是众生睿创研发的、具有全球自主知识产权的创新结构多 肽药物，具有 GLP-1 受体和 GIP 受体双重激动活性，得益于优异的药代动力学 特性，具备每两周注射一次的长效药物潜力。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 广东众生药业股份有限公司（以下简称"公司"）控股子公司广东众生睿创 生物科技有限公司（以下简称"众生睿创"）自主研发的一类创新多肽药物 RAY1225 注射液，于近日分别完成在饮食运动干预后血糖控制不佳的 2 型糖尿 病患者的安全性和有效性的多中心、随机、双盲、安慰剂对照的 III 期临床试验 （SHINING-2）以及在经口服降糖药治疗后血糖控制不佳的 2 型糖尿病患者的安 全性和有效性的多中心、随机、开放、司美格鲁肽注射液对照的 III 期临床试验 （SHINING-3）两项降糖 III ...

Core Viewpoint - The A-share market experienced a significant increase on August 25, with a focus on companies in the traditional Chinese medicine (TCM) sector that have stable performance and high valuation attractiveness, as evidenced by the rebound of the Chinese Medicine ETF (560080) [1] Market Performance - The Chinese Medicine ETF (560080) rose by 0.26% on August 25, with a trading volume exceeding 150 million yuan, a 26% increase compared to the previous period, and a closing premium rate of 0.24% [1] - The ETF has seen a net inflow of over 180 million yuan for four consecutive days, indicating strong investor interest [1] - Key stocks within the ETF showed mixed performance, with New Tian Pharmaceutical rising over 6% and others like Yunnan Baiyao and Dong'e Ejiao experiencing slight increases [1][4] Valuation Metrics - The dynamic price-to-earnings (P/E) ratio of the TCM sector is at a low level since 2021, with the CSI Traditional Chinese Medicine Index TTM P/E ratio at 26.54x as of August 22, 2025 [2] Earnings Reports - As of August 23, 2025, 26 TCM companies have released their semi-annual reports, accounting for 38% of the total TCM companies, with 10 companies reporting revenue growth and 13 companies reporting positive net profit growth [5] - Upcoming reports from 43 companies are expected to provide further insights into the sector's performance [5] Industry Focus Areas - **Price Governance**: The industry is expected to see differentiation due to price governance policies, with companies that have competitive advantages likely to benefit from price-volume trade-offs [6][7] - **Consumption Recovery**: The recovery of consumption, driven by macroeconomic improvement and increased health awareness among the aging population, is anticipated to boost sales of consumer-oriented TCM products [6][8] - **State-Owned Enterprise Reform**: The TCM sector has a higher proportion of state-owned enterprises compared to the overall pharmaceutical industry, and ongoing reforms are expected to create investment opportunities through performance improvements [8] Innovation and Transformation - TCM companies are actively pursuing innovation and transformation into chemical and biological drugs to expand growth opportunities, utilizing strategies such as independent research and development, mergers and acquisitions, and strategic partnerships [9][10] - Specific companies like Zhongsheng Pharmaceutical and Tian Shi Li are focusing on innovative drug development in areas such as metabolic diseases and cardiovascular conditions, with several products in various clinical trial phases [10][11]

再者，医疗保健板块与中药板块紧密相关。中药在医疗保健领域的应用广泛，如中药饮片、中成药、中 药保健品等。中药板块的发展将带动医疗保健产品的创新和升级，促进医疗保健机构开展更多与中药相 关的服务项目，如中医理疗、中药养生等，满足消费者日益增长的健康需求。 不过，中药行业在发展过程中也面临一些挑战，如中药质量标准的统一、中药材资源的可持续利用等。 但在政策支持、市场需求增长和行业自身发展的大背景下，中药板块及相关受益领域未来仍具有较大的 发展潜力。投资者在关注该板块投资机会时，需综合考虑各种因素，谨慎做出投资决策。 来源：金融界 首先是中药材种植板块。中药产业的发展离不开优质的中药材原料，对中药材的需求增加将直接带动中 药材种植规模的扩大。这将促进中药材种植户提高种植技术，增加收入，同时也为中药材种植相关的农 业服务企业带来更多的业务机会，如种子种苗供应、农药化肥销售、农业技术咨询等。 其次，中药研发板块也将受益。政策鼓励中药创新，支持企业加大研发投入，开展中药新药、经典名方 等研发项目。这将推动中药研发机构和企业加强技术创新，提高研发水平，加速中药创新成果的转化， 为中药行业的可持续发展提供动力。 今日股市交易 ...

（编辑 袁冠琳） 证券日报网讯 众生药业8月22日在互动平台回答投资者提问时表示，RAY0221是公司自主研发的一款具 有GLP-1/GIP/GCG三靶点活性的多肽药物，临床上拟用于治疗糖尿病、减肥及非酒精性脂肪肝，目前该 项目处于临床前研究阶段，后续将按计划有序推进项目开发工作。 ...