上市公司2025半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：深圳市海普瑞药业集团股份有限公司 单位：万元 | | | 占用方与上 | 上市公司核 | 2025年期 | 2025半年度 占用累计发 | 2025半年 度占用资 | 2025半年度 | 2025半年期 | 占用 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 市公司的关 | 算的会计科 | 初占用资 | 生金额（不含 | 金的利息 | 偿还累计发 | 末占用资金 | 形成 | 占用性质 | | | | 联关系 | 目 | 金余额 | 利息） | （如有） | 生金额 | 余额 | 原因 | | | 控股股东、实际控制 人及其附属企业 | | | | | | | | | | 非经营性占用 | | 小计 | - | - | - | | | | | | | - | | 前控股股东、实际控 制人及其附属企业 | | | | | | | | | | 非经营性占用 | | 小计 | - | - | - ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任 何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 SHENZHEN HEPALINK PHARMACEUTICAL GROUP CO., LTD. （深圳市海普瑞藥業集團股份有限公司） （於中華人民共和國註冊成立的股份有限公司） （股份代號：9989） 截至二零二五年六月三十日止六個月之中期業績公告 深圳市海普瑞藥業集團股份有限公司（「本公司」、「公司」或「海普瑞」）董事會（「董 事會」）欣然宣佈本公司及其子公司（「本集團」或「我們」）截至二零二五年六月三十 日止六個月（「報告期」）之未經審核綜合中期業績，連同二零二四年同期的比較數字。 財務摘要 截至二零二五年六月三十日止六個月，本集團錄得以下未經審核業績： | | 截至6月30日止六個月 | | | | --- | --- | --- | --- | | | 2025年 人民幣千元 | 2024年 人民幣千元 | 變動% | | 收入 | 2,791,387 | 2,828,657 | -1.3% ...

格隆汇8月29日丨海普瑞(002399.SZ)公布2025年半年度报告，上半年公司实现营业收入28.17亿元，同比 下降0.71%；归属于上市公司股东的净利润4.22亿元，同比下降36.44%；归属于上市公司股东的扣除非 经常性损益的净利润4.26亿元，同比增长29.34%；基本每股收益0.2875元。 ...

深圳市海普瑞药业集团股份有限公司 2025 年半年度报告全文 深圳市海普瑞药业集团股份有限公司 2025 年半年度报告 本报告中所涉及的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。 公司已在本报告中详细描述未来将面临的主要风险及应对措施，详情请 查阅本报告"第三节 管理层讨论与分析"之"十、公司面临的风险和应对措 施"部分，请投资者注意投资风险。 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 2025 年 8 月 1 深圳市海普瑞药业集团股份有限公司 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。 公司负责人李锂、主管会计工作负责人陈娟及会计机构负责人(会计主管 人员)陈娟声明：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。 | 目录 | | --- | | 第一节 | 重要提示、目录和释义 | 2 | | --- | --- | --- | | 第二 ...

Core Viewpoint - Haiprime is a leading multinational pharmaceutical company with a focus on the heparin industry chain, biopharmaceutical CDMO, and innovative drug development, benefiting from the depreciation of the RMB and its strong overseas revenue [2][3]. Company Overview - Established in 1998 in Shenzhen, Haiprime operates with A+H dual financing platforms and aims to provide high-quality, safe, and effective drugs and services globally [2]. - The company’s main business segments include formulation (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, Haiprime 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% [7]. Financial Performance - As of the latest report, Haiprime's overseas revenue accounted for 93.04%, benefiting from the depreciation of the RMB [3]. - The company has distributed a total of 4.21 billion yuan in dividends since its A-share listing, with 514 million yuan distributed in the last three years [8]. Market Activity - On August 28, Haiprime's stock rose by 0.16%, with a trading volume of 91.28 million yuan and a turnover rate of 0.57%, bringing the total market capitalization to 18.899 billion yuan [1]. - The stock has seen a net outflow of 5.6208 million yuan from major funds today, indicating a reduction in holdings over the past few days [4][5]. Technical Analysis - The average trading cost of Haiprime's shares is 11.48 yuan, with the stock price currently near a support level of 12.80 yuan [6].

Group 1 - The core viewpoint of the article highlights the growth in the number of enterprises in the chemical raw materials and chemical products manufacturing industry, which increased by 1,021 to a total of 26,860 enterprises in the first half of 2025, representing a year-on-year growth of 3.95% [1] - The proportion of chemical raw materials and chemical products manufacturing enterprises in the total industrial enterprises is 5.16% [1] - The report referenced is the "2025-2031 China Basic Chemical Raw Materials Industry Market Supply and Demand Situation and Investment Prospects Analysis Report" published by Zhiyan Consulting [1] Group 2 - The data indicates that the threshold for scale industrial enterprises has been raised from an annual main business income of 5 million yuan to 20 million yuan since 2011 [1] - Zhiyan Consulting is recognized as a leading industry consulting agency in China, providing comprehensive industry research reports, business plans, feasibility studies, and customized services [1] - The consulting firm emphasizes its commitment to delivering quality services and market insights to empower investment decisions [1]

Core Viewpoint - Haiprime, a leading multinational pharmaceutical company, benefits from the depreciation of the RMB and its focus on innovative drugs and biopharmaceuticals, with a significant portion of its revenue coming from overseas markets [2][3]. Company Overview - Established in 1998, Haiprime is headquartered in Shenzhen and operates with both A and H share 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]. Financial Performance - For the period from January to March 2025, Haiprime reported a revenue of 1.394 billion yuan, representing a year-on-year growth of 1.53%, and a net profit attributable to shareholders of 157 million yuan, with a growth of 1.00% [7]. - As of March 31, 2025, Haiprime 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 Position - Haiprime's overseas revenue accounts for 93.04% of its total revenue, benefiting from the depreciation of the RMB [3]. - The company is positioned within the pharmaceutical and biopharmaceutical sectors, with a focus on vaccines, innovative drugs, and raw materials [7]. Stock Performance - On August 25, Haiprime's stock increased by 1.97%, with a trading volume of 115 million yuan and a market capitalization of 19.764 billion yuan [1]. - The average trading cost of the stock is 11.46 yuan, with current price levels between resistance at 13.61 yuan and support at 13.40 yuan, indicating potential for range trading [6].

Group 1 - The Shanghai Composite Index rose by 0.85% to close at 3728.03 points, while the Hang Seng Index fell by 0.37% to close at 25176.85 points [1] - The premium of Haiprui's A-shares over H-shares reached 116.58%, ranking 19th among AH shares [1] - Haiprui's A-shares closed at 13.28 yuan with a 0.3% increase, and H-shares closed at 6.68 HKD with a 0.91% increase [1] Group 2 - Shenzhen Haiprui Pharmaceutical Group Co., Ltd. was established in 1998 and is a leading multinational pharmaceutical company with A+H dual financing platforms [1] - The company operates across the entire heparin industry chain, biopharmaceutical CDMO, and the investment, development, and commercialization of innovative drugs [1] - Haiprui's three business segments are synergistic and driven by unmet clinical needs, aiming to provide high-quality, safe, and effective drugs and services to global patients [1]

Core Viewpoint - Haiprime is a leading multinational pharmaceutical company with a focus on heparin, biopharmaceuticals, and innovative drugs, benefiting from the depreciation of the RMB and its strong overseas revenue [2][3]. Company Overview - Established in 1998 in Shenzhen, Haiprime operates with A+H dual financing platforms and is dedicated to providing high-quality and effective medications globally [2]. - The company’s main business segments include heparin products (20.25%), CDMO services (19.58%), and formulations (56.55%) [7]. Financial Performance - For the period from January to March 2025, Haiprime reported a revenue of 1.394 billion yuan, representing a year-on-year growth of 1.53%, and a net profit attributable to shareholders of 157 million yuan, up by 1.00% [7]. - As of March 31, 2025, the company had a total market capitalization of 19.486 billion yuan [1]. Shareholder Information - As of March 31, 2025, Haiprime had 28,400 shareholders, an increase of 6.00% from the previous period [7]. - 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 last three years [8]. Market Dynamics - Haiprime's overseas revenue accounted for 93.04% of its total revenue, benefiting from the depreciation of the RMB [3]. - The company is positioned within the pharmaceutical and biotechnology sectors, focusing on vaccines, innovative drugs, and raw materials [7]. Technical Analysis - The average trading cost of Haiprime's shares is 11.40 yuan, with the current stock price near a support level of 12.91 yuan [6].

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **China Healthcare** industry, particularly the **Active Pharmaceutical Ingredients (APIs)** sector and its implications for U.S. supply chains [1][11]. Core Insights and Arguments 1. **U.S. Dependence on Chinese APIs**: The U.S. has become increasingly reliant on China for essential medicines, particularly during the COVID-19 pandemic, which highlighted vulnerabilities in the supply chain [3][14]. 2. **Strategic Stockpiling Initiatives**: The Biden administration aims to produce 25% of all APIs for small molecules domestically, following a series of studies on supply chain vulnerabilities initiated during the Trump administration [3][14]. 3. **Legislative Support**: The PREPARE Act emphasizes the importance of stockpiling critical drugs and prioritizing local manufacturers, indicating a shift towards domestic production [3][14]. 4. **Investment Implications for Chinese Manufacturers**: Chinese contract manufacturers with onshore facilities in the U.S. are expected to be more resilient compared to their peers, given the increasing regulatory scrutiny on foreign facilities [3][14]. 5. **Export Growth**: Chinese pharmaceutical exports increased by 3% year-over-year in the first half of 2025, indicating a positive trend in the industry [4]. Additional Important Points 1. **FDA Drug Master Files**: Over 80% of Drug Master Files granted by the U.S. FDA are associated with facilities in India and China, underscoring the dominance of these countries in the API market [14]. 2. **Regulatory Changes**: The U.S. government has raised inspection hurdles for foreign facilities, which may further benefit Chinese manufacturers with U.S. operations [3][14]. 3. **Market Dynamics**: The call highlights the ongoing geopolitical tensions, tariffs, and FDA inspections that could impact the operational landscape for Chinese pharmaceutical companies [3][14]. Conclusion - The conference call presents a comprehensive view of the current state and future outlook of the China Healthcare industry, particularly in the context of U.S. supply chain strategies and regulatory changes. The insights provided suggest a favorable environment for Chinese manufacturers with U.S. facilities amidst increasing domestic production initiatives in the U.S. [3][14].