FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 深圳市海普瑞藥業集團股份有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09989 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 220,094,500 | RMB | | 1 RMB | | 220,094,500 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 220,094,500 | RMB | | 1 RMB | | 220,094,500 | | 2. 股份分類 | 普通股 | 股份類別 | A ...

Core Viewpoint - Haiprime, a leading multinational pharmaceutical company, is benefiting from the depreciation of the RMB and its focus on innovative drugs and biopharmaceuticals [2][3]. Company Overview - Established in 1998 in Shenzhen, Haiprime operates with A+H dual financing platforms, focusing on the heparin industry chain, biopharmaceutical CDMO, and innovative drug development [2]. - The company reported that 93.04% of its revenue comes from overseas, benefiting from the depreciation of the RMB [3]. - As of March 31, 2025, Haiprime's revenue reached 1.394 billion yuan, a year-on-year increase of 1.53%, with a net profit of 157 million yuan, up 1.00% [7]. Financial Performance - The company has distributed a total of 4.21 billion yuan in dividends since its A-share listing, with 514 million yuan distributed over the past three years [8]. - The average trading cost of Haiprime's shares is 11.29 yuan, with the current stock price fluctuating between resistance at 13.88 yuan and support at 12.41 yuan [6]. Market Activity - On August 1, Haiprime's stock fell by 1.05%, with a trading volume of 111 million yuan and a turnover rate of 0.66%, bringing the total market capitalization to 19.442 billion yuan [1]. - The main capital flow showed a net outflow of 5.9454 million yuan, indicating a reduction in main capital positions over the past three days [4][5].

Core Viewpoint - The article discusses the performance and business operations of Haiprui, a leading multinational pharmaceutical company, highlighting its revenue structure and market dynamics, particularly in relation to the depreciation of the Chinese yuan and its impact on overseas revenue [2][3]. Company Overview - Haiprui was established in 1998 in Shenzhen and operates with A+H dual financing platforms, focusing on the heparin industry chain, biopharmaceutical CDMO, and innovative drug development [2]. - The company’s main business revenue composition includes: formulations (56.55%), heparin sodium and low molecular weight heparin raw materials (20.25%), CDMO (19.58%), and others (3.63%) [7]. - As of March 31, 2025, Haiprui reported a revenue of 1.394 billion yuan, a year-on-year increase of 1.53%, and a net profit attributable to shareholders of 157 million yuan, up 1.00% year-on-year [7]. Financial Performance - Haiprui's overseas revenue accounts for 93.04% of its total revenue, benefiting from the depreciation of the yuan [3]. - The company has distributed a total of 4.21 billion yuan in dividends since its A-share listing, with 514 million yuan distributed over the past three years [8]. Market Dynamics - The stock experienced a decline of 1.40% on July 31, with a trading volume of 152 million yuan and a turnover rate of 0.91%, resulting in a total market capitalization of 19.647 billion yuan [1]. - The stock's average trading cost is 11.28 yuan, with recent buying activity observed, although the buying pressure is not strong [6]. - The stock is currently trading between resistance at 13.88 yuan and support at 12.41 yuan, indicating potential for range trading [6]. Institutional Holdings - As of March 31, 2025, Haiprui's top ten circulating shareholders include Hong Kong Central Clearing Limited and Innovation Drug, with increases in their holdings compared to the previous period [8].

本文源自：金融界 作者：行情君 海普瑞AH溢价达122.85%，位居AH股溢价率第17位。当日收盘，海普瑞A股报13.58元，跌幅0.15%，H 股报6.66港元，下跌2.63%。 资料显示，深圳市海普瑞药业集团股份有限公司于1998年成立于深圳,是拥有A+H双融资平台的领先跨 国制药企业,主要业务覆盖肝素全产业链、生物大分子CDMO和创新药物的投资、开发及商业化。公司 的三大板块业务相互协同,以临床未满足需求为驱动,致力于为全球患者提供高质量的安全有效药物和服 务,护佑健康。 *注：AH股是指同时在A股和港股上市的公司，溢价（A/H）越大，说明H股相比A股越便宜。 7月30日，上证指数涨0.17%，收报3615.72点，恒生指数跌1.36%，收报25176.93点。 ...

Group 1 - The A-share innovative drug concept stocks are experiencing a rebound, with notable increases in stock prices [1] - Leyi Group reached the daily limit increase, while Yipinhong surged by 14%, Hite Bio increased by over 13%, and Haipu Rui rose by over 5% [1] - Other companies such as Fuyuan Pharmaceutical, Anglikang, and Shutaishen also saw their stock prices rise [1]

Macro Economy - The Yarlung Tsangpo River downstream hydropower project has officially commenced, with a total investment of approximately 1.2 trillion yuan [1] - The Ministry of Industry and Information Technology (MIIT) announced that a work plan for stabilizing growth in ten key industries, including steel, non-ferrous metals, and petrochemicals, will be released soon [10] Industry News - The State Administration for Market Regulation conducted administrative talks with Ele.me, Meituan, and JD.com, urging them to adhere to relevant laws and regulations and to engage in rational competition [9] - The MIIT is promoting innovation in future industries such as humanoid robots, the metaverse, and brain-computer interfaces, aiming to lay out new fields and tracks [11] - A joint meeting by MIIT, the National Development and Reform Commission, and the State Administration for Market Regulation focused on regulating competition in the new energy vehicle industry [12] Company News - 1,551 A-share listed companies have released their performance forecasts for the first half of 2025, with 26 companies expecting a net profit increase of over 1,000% year-on-year [3] - Yushutech has initiated its listing counseling with CITIC Securities as the counseling institution [14] - China Shipbuilding Industry Corporation has received approval from the China Securities Regulatory Commission for its absorption and merger with China Shipbuilding Heavy Industry Group [16] - Longhua Automobile reported a net profit of 6.337 billion yuan for the first half of 2025, a year-on-year decrease of 10.22% [19] - Haipuri announced that its innovative drug H1710 has completed the first patient enrollment and dosing in Phase I clinical trials [20]

近日，深圳市海普瑞药业集团股份有限公司（以下简称"海普瑞"或"公司"） 自主研发的创新候选药物注射用 H1710（以下简称"H1710"）I 期临床试验已完 成首例受试者入组及首次给药。现将相关情况公告如下： 一、 注射用 H1710 的基本情况 证券代码： 002399 证券简称：海普瑞 公告编号：2025-028 深圳市海普瑞药业集团股份有限公司 关于H1710完成I期临床试验首例受试者入组 及首次给药的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 深圳市海普瑞药业集团股份有限公司 董事会 注射用H1710是一种低抗凝活性的肝素衍生物，是海普瑞自主研发的高效高选 择性的乙酰肝素酶（HPA）抑制剂。乙酰肝素酶在多种恶性肿瘤中高表达，并且与 肿瘤的生长和转移密切相关。H1710通过抑制乙酰肝素酶的活性和表达，展现出抗 肿瘤作用。H1710作为靶向乙酰肝素酶的全新化合物，具有更为合理的链长和独特 的柔性结构，是一种高效、高选择性的乙酰肝素酶抑制剂。 二、 临床试验的相关情况 公司于2025年2月获得国家药品监督管理局核准签发的《药物临床试验批准通 知书》 ...

Core Viewpoint - The company has completed the enrollment and first dosing of the first subject in the Phase I clinical trial for its innovative candidate drug H1710, which is a low anticoagulant activity heparin derivative and a highly selective HPA inhibitor [1] Group 1 - The clinical trial for H1710 is an open-label, dose-escalation Phase I study [1] - The trial aims to evaluate the safety, tolerability, and preliminary anti-tumor activity of H1710 in patients with advanced solid tumors [1] - Approximately 36 patients are expected to be enrolled in the trial [1]

Core Viewpoint - The report outlines the management of the 2024 bond issuance by Shenzhen Hepalink Pharmaceutical Group Co., Ltd, detailing the bond's approval, issuance, financial performance, and compliance with regulations [1][2][5]. Section 1: Bond Overview - The bond, named "22 Hepalink," was approved on March 16, 2022, with a total issuance scale of 500 million yuan, and it was listed on the Shenzhen Stock Exchange on April 11, 2022 [2][3]. - The bond includes options for interest rate selection, issuer redemption, and investor repurchase [2][3]. Section 2: Management of Bond Issuance - The bond trustee, Guotou Securities, is responsible for monitoring the issuer's credit status, fund usage, and repayment of principal and interest [5]. - No bondholder meetings were held during the reporting period [5]. Section 3: Issuer's Business and Financial Status - Shenzhen Hepalink is a leading multinational pharmaceutical company with a registered capital of 1,467.30 million yuan, focusing on the heparin industry chain and CDMO services [6]. - For the first nine months of 2023, the company reported a gross margin of 33.04% and a net profit of 714.69 million yuan [6]. Section 4: Financial Data - As of September 30, 2023, total assets were 201.21 billion yuan, a decrease from the previous year, while total liabilities were 76.22 billion yuan, also down from the previous year [7]. - The net profit for the first nine months of 2023 was 141.89 million yuan, compared to 714.69 million yuan for the entire previous year [7]. - The cash flow from operating activities was negative at -233.99 million yuan, while cash flow from investing activities was positive at 1.31 billion yuan [7]. Section 5: Fund Usage and Disclosure - The bond's proceeds were used to repay the principal of the "19 Hepalink" bond, in line with the bond issuance agreement [8][9]. - The total amount raised after deducting underwriting fees was 496 million yuan [8]. Section 6: Debt Repayment and Guarantees - The bond was fully repaid on April 1, 2024, with no delays in principal or interest payments [10][11]. - The bond is backed by an unconditional and irrevocable guarantee from Shenzhen High-tech Investment and Financing Guarantee Co., Ltd, which has maintained a stable financial condition [10][11]. Section 7: Credit Rating - The issuer's long-term credit rating is AA+, and the bond's credit rating is AAA, with a stable outlook as of May 25, 2023 [12].

| 证券简称： | 海普瑞 | 证券代码： | 002399 | | --- | --- | --- | --- | | 债券简称： | 22 海普瑞 | 债券代码： | 149870 | 深圳市海普瑞药业集团股份有限公司 公司债券 2024 年度受托管理事务报告 发行人 住所：深圳市南山区松坪山郎山路 21 号 债券受托管理人 住所：深圳市福田区福田街道福华一路 119 号安信金融大厦 二〇二五年六月 重要声明 本报告根据《公司债券发行与交易管理办法》《公司债券受托管理人执业 行为准则》等相关规定的要求以及《深圳市海普瑞药业集团股份有限公司 2022 年面向专业投资者公开发行公司债券募集说明书》、《深圳市海普瑞药业集团 股份有限公司 2022 年公开发行公司债券债券受托管理协议》（以下简称"受托 管理协议"）的约定，以相关公开披露信息和深圳市海普瑞药业集团股份有限公 司（以下简称"发行人"或"公司"）提供的资料为依据，由国投证券股份有限公 司（以下简称"国投证券"或"受托管理人"）编制。国投证券编制本报告的内容 及信息均来源于发行人提供的资料、说明以及其他已公开披露的信息。 本报告不构成对投资者进行或不进行 ...