关于持股 5%以上股东部分股份质押的公告 证券代码：002653 证券简称：海思科 公告编号：2025-058 海思科医药集团股份有限公司 股东 名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质押 数量 (万股) 占其 所持 股份 比例 占公 司总 股本 比例 是否 为限 售股 是否 为补 充质 押 质押 起始日 质押 到期日 质权人 质押 用途 范秀莲 否 480 2.21% 0.43% 否 否 2025 年 4 月 21 日 2028 年 4 月 18 日或质权 人办理完毕 解除质押登 记手续之日 国金证券 资产管理 有限公司 自身 生产 经营 合计 - 480 2.21% 0.43% - - - - - - 一、股东股份质押的基本情况 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 海思科医药集团股份有限公司（以下简称"公司"）于近日接到 公司股东范秀莲女士的通知，获悉其所持有本公司的部分股份被质押， 具体事项如下： 本次质押股份未负担重大资产重组等业绩补偿义务。 二、股东股份累计质押的情况 截至公告披露日，上述股东及其一致行动人所持质押股 ...

海思科（002653）公告，公司股东范秀莲女士质押480万股，占其所持股份比例2.21%，占公司总股本 比例0.43%。质押起始日为2025年4月21日，质押到期日为2028年4月18日或质权人办理完毕解除质押登 记手续之日，质权人为国金证券资产管理有限公司。质押用途为自身生产经营。本次质押股份未负担重 大资产重组等业绩补偿义务。截至公告披露日，范秀莲女士及其一致行动人所持质押股份为5871万股， 占其所持股份比例22.60%，占公司总股本比例5.24%。 ...

证券代码：002653 证券简称：海思科 公告编号：2025-057 出席本次业绩说明会的人员有：公司董事长王俊民先生、独立董 事乐军先生、副总经理兼董事会秘书王萌先生、财务总监段鹏先生。 为充分尊重投资者、提升交流的针对性，现就公司 2024 年度业 绩说明会提前向投资者公开征集问题，广泛听取投资者的意见和建议。 投资者可于 2025 年 4 月 24 日 （ 星 期 四 ） 12 ： 00 前访问 http://ir.p5w.net/zj/，或扫描下方二维码，进入问题征集专题页 面。公司将在 2024 年度业绩说明会上对投资者普遍关注的问题进行 回答。 欢迎广大投资者积极参与本次网上说明会。 1 （问题征集专题页面二维码，扫码自动匹配移动端） 海思科医药集团股份有限公司 关于举行 2024 年度网上业绩说明会的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 海思科医药集团股份有限公司（以下简称"公司"）《2024 年年度 报告》及其摘要已于 2025 年 4 月 12 日刊登在巨潮资讯网 （www.cninfo.com.cn）等公司指定信息披露媒体。 ...

证券代码：002653 证券简称：海思科 公告编号：2025-056 海思科医药集团股份有限公司 关于获得创新药 HSK45030 分散片 IND 申请 《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内容的真实、准确、完整， | | --- | | 没有虚假记载、误导性陈述或重大遗漏。 | 海思科医药集团股份有限公司（以下简称"公司"）子公司西藏 海思科制药有限公司于近日收到国家药品监督管理局下发的《受理通 知书》，基本情况如下： | 药品名称 | 剂型 | 适应症 | 申请事项 | 受理号 | | --- | --- | --- | --- | --- | | HSK45030 | 分散片 | 拟用于肌营养 | 境内生产药品 | CXHL2500390 | | | | 不良症 | 注册临床试验 | CXHL2500391 | 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。 一、 研发项目简介 HSK45030分散片是公司自主研发的一种口服、选择性靶向小分子 抑制剂，拟用于肌营养不良症。根据国家药品监督管理局关于发布《化 学药品注册分类及申报资料要求》的通告（2020 ...

Core Viewpoint - Company Haisco (002653) has received a Notice of Acceptance from the National Medical Products Administration for its drug HSK45030 dispersible tablets, aimed at treating muscular dystrophy [1] Group 1: Product Development - HSK45030 is a self-developed oral, selective small molecule inhibitor [1] - Preclinical studies indicate that HSK45030 significantly reduces muscle damage caused by excessive muscle contraction [1] - The drug has shown excellent efficacy in preventing muscle atrophy in animal models [1]

证券研究报告 | 2025年04月15日 海思科（002653.SZ） 优于大市 麻醉产品营收同比增长 45%，关注在研管线进展 麻醉产品营收同比增长 45%。2024 全年公司实现营收 37.21 亿（+10.9%）， 归母净利润 3.95 亿（+34.0%）。分产品领域看，麻醉/肠外营养/肿瘤止吐/ 其他适应症产品分别实现收入 12.32/5.12/3.05/5.80 亿元，分别同比 +45.0%/-16.3%/+44.3%/-13.9% ， 毛 利 率 分 别 为 90.4%/59.3%/87.0%/ 62.1%，分别+0.5/-1.5/+3.0/-5.4pp。 毛利率稳中有升，费用率整体平稳。2024 全年公司毛利率为 71.5%（同比 +0.4pp）、净利率 10.6%（同比+1.8pp）；销售费用率 36.6%（同比+0.8pp）、 管理费用率 10.8%（同比+1.2pp）、研发费用率 16.8%（同比+1.4pp）、 财务费用率 0.4%（同比-0.3pp），期间费用率整体为 64.5%（同比+3.1pp）。 两款创新药产品获批上市，临床管线进入收获期。公司神经病理性疼痛药物 苯磺酸克利加巴林 ...

北元集团在创新药研发方面取得了哪些进展？ 北元集团从 2012 年开始探索创新药研发，坚持了十多年，目前进入收获阶段。 第一个创新药 23,486 已完成五个实验并全部获批，并在医保谈判中成功续约至 2024 年底，实现超过 10 亿销售金额，并且海外三期临床也已全部完成，即将 在 FDA 申报上市。公司在去年上半年又获批了两款新药 16,149 和 7,653，并首 次谈判进入医保。此外，第四款创新药 21,542 预计今年上半年能够获批上市。 同时菩提因子 B 和 DPP one 两个产品也进入到三期临床阶段。 未来几年北元集团有哪些具体上市的创新药品种？ 海思科 20250414 摘要 • 北元集团 2024 年药品销售收入同比增长约 14%-15%，远超行业平均增速， 创新药逐渐放量，销售费用率保持平稳甚至有所下降，销售费用同比增长 13%，达到 13.6 亿元，但低于新增收入的增幅，毛利减去销售费用后的利 润指标显示，2024 年为 12.2 亿元，同比增长 17%。 • 北元集团创新药研发进入收获期，23,486 已完成五个实验并全部获批，并 在医保谈判中成功续约至 2024 年底，实现超过 10 ...

Core Insights - The company's revenue and net profit attributable to shareholders for 2024 are projected to be 3.721 billion yuan and 395 million yuan, representing growth rates of 10.92% and 34% respectively, despite a significant decline of over 40% in net profit after deducting non-recurring items [1][3] Group 1: Revenue and Profit Performance - The company reported a substantial increase in revenue and net profit, driven primarily by innovative drugs [1][2] - The non-recurring gains amounted to 263 million yuan, leading to a sharp decline in net profit after adjustments to only 132 million yuan, a decrease of 45.4% year-on-year [3] Group 2: Product Portfolio and Innovation - The company has a diverse product portfolio with over 40 varieties, focusing on anesthetics, neurology, and endocrinology, with innovative drugs being the core growth driver for 2024 [2] - The anesthetic products generated 1.232 billion yuan in sales, accounting for 33.1% of total revenue, with a year-on-year growth of 44.96% [2] - The newly approved innovative drugs are expected to contribute significantly to revenue in 2025, with first-year sales reaching several hundred million yuan [2] Group 3: Research and Development - The company's R&D investment exceeded 1 billion yuan, marking a year-on-year increase of 14.36%, which constitutes 26.09% of total revenue [4] - The company is focusing on accelerating the commercialization process of its innovative drugs, with 14 products currently in various stages of development [4] Group 4: Financial Health - As of the end of 2024, the company reported cash holdings of 1.056 billion yuan, a decrease of 9.64% year-on-year, while accounts receivable increased by 4.85% to 838 million yuan [3] - The company’s interest-bearing liabilities rose by 6.16% to 1.906 billion yuan [3]

Core Viewpoint - The company reported a revenue of 3.721 billion yuan for 2024, marking a year-on-year increase of 10.92%, while net profit attributable to shareholders reached 395 million yuan, up 34% [1] Group 1: Financial Performance - The company's revenue for 2024 was 3.721 billion yuan, reflecting a 10.92% increase compared to the previous year [1] - Net profit attributable to shareholders was 395 million yuan, representing a 34% year-on-year growth [1] - The company's non-recurring net profit decreased by 45.4% to 132 million yuan, with a loss reported in the fourth quarter [1] Group 2: Factors Affecting Performance - The decline in non-recurring net profit was primarily due to increased investment in innovative drug research and development, with R&D expenses amounting to 62.414 million yuan, an increase of 10.746 million yuan year-on-year [1] - Asset impairment losses for the year totaled 82.39 million yuan, up 7.226 million yuan from the previous year, mainly due to a 53.45 million yuan impairment loss from the termination of the riluzole project [1] - In the fourth quarter, R&D expenses were particularly high at 24.616 million yuan, accounting for approximately 39% of the annual R&D expenses [1] Group 3: Government Support and Market Reaction - The company received significant government subsidies amounting to 189 million yuan, linked to local policy execution [2] - On April 11, the company's stock price hit a historical high, closing at a limit-up, but subsequently experienced a decline of over 5% on April 14 [2] - As of the latest report, the stock price was 45.82 yuan per share, reflecting a decrease of 3.44% [2]

Policy Developments - The National Healthcare Security Administration has established data working groups across all regions, with the aim of enhancing data governance and transparency in healthcare funding [2] Drug and Device Approvals - Jiangsu Tianshili submitted a listing application for the new drug PXT3003, intended for the treatment of Charcot-Marie-Tooth disease type 1A [4] Capital Markets - Ruijian Pharmaceutical completed nearly 100 million RMB in B+ round financing, bringing total financing to over 200 million RMB in less than six months [6] - Weichan Medical announced the completion of several million RMB in angel round financing, aimed at accelerating product development and market entry [7] - Novartis plans to invest $23 billion in the U.S. over the next five years to enhance production capabilities and ensure the domestic supply of critical medications [8] Industry Events - Boya Bio disclosed plans to sell 80% of its subsidiary, Boya Xinha, to focus on its core blood products business, with an initial listing price of 213 million RMB [10] Financial Reports - Pumen Technology reported a revenue of 1.148 billion RMB for 2024, with a net profit of 345 million RMB, reflecting a 5.12% increase [12] - Huaxi Biotechnology's revenue for 2024 was 5.371 billion RMB, down 11.61%, with a net profit of 174 million RMB, down 70.59% [13] - Watson Bio reported a revenue of 2.821 billion RMB for 2024, down 31.41%, with a net profit of 142 million RMB, down 66.10% [14] - Innovation Medical reported a revenue of 816 million RMB for 2024, with a net loss of 93.95 million RMB [15] - People's Tongtai reported a revenue of 10.048 billion RMB for 2024, down 3.29%, with a net profit of 213 million RMB, down 27% [16] - Haizike reported a revenue of 3.721 billion RMB for 2024, with a net profit of 395 million RMB, up 34% [17] - Hainan Haiyao reported a revenue of approximately 999 million RMB for 2024, down 33%, with a net loss of 1.525 billion RMB [18] - Wantai Bio reported a revenue of approximately 2.245 billion RMB for 2024, down 59.25%, with a net profit of 106 million RMB, down 91.49% [19] Public Opinion Alerts - Xinghao Pharmaceutical announced the resignation of director Li Huiqu due to personal reasons, effective April 11, 2025 [21] - Zhaoyan New Drug acknowledged unusual fluctuations in its stock price, linked to a recent FDA plan that may impact the industry [23]