证券代码：002675 证券简称：东诚药业 公告编号：2025-046 现将 225Ac-LNC1011 注射液相关情况公告如下： | 药物名称 | 注射液 225Ac-LNC1011 | | --- | --- | | 剂型 | 注射剂 | | 申请事项 | 临床试验 | | IND 号 | 175370 | | 审批结论 | 已完成对 注射液申请的安全性审核， FDA 225Ac-LNC1011 | | | 并认为可以继续进行拟议的前列腺癌临床研究。 | 一、药物的基本情况 二、药物的其他情况 烟台东诚药业集团股份有限公司 关于下属公司获得药物临床试验批准通知书的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 2025 年 8 月 22 日，烟台东诚药业集团股份有限公司（以下简称"公司"） 下属公司 LNC PHARMA PTE. LTD. （以下简称"蓝纳成药业"）收到美国食品 药品监督管理局（以下简称"FDA"）核准签发的关于 225Ac-LNC1011 注射液的 药品临床试验批准通知书 (Study May Proceed Letter，以下简 ...

Group 1 - The actual controller of Yantai Dongcheng Pharmaceutical Group Co., Ltd., Mr. You Shouyi, has notified the company about the extension of the pledge of part of his shares [1] - As of August 21, 2025, Mr. You holds 103,305,678 shares of Dongcheng Pharmaceutical, with a total of 28,578,000 shares pledged, accounting for 27.66% of his total holdings [1] - The overall risk of share pledge is controllable, and there is currently no risk of forced liquidation [1][4] Group 2 - The actual controller and his concerted actors have a good credit status and possess the financial capability to repay, thus there is no risk of forced liquidation or transfer of control [4] - The company will continue to monitor the pledge situation and will disclose relevant information in a timely manner as required [4]

（文章来源：每日经济新闻） 东诚药业（SZ 002675，收盘价：17.53元）8月21日晚间发布公告称，公司近日收到公司实际控制人由 守谊先生的通知，由守谊先生将其持有的本公司部分股权进行质押展期，根据《通知》所述，截至2025 年8月21日由守谊先生持有东诚药业股票约1.03亿股，累计质押约2858万股，累计质押股份占所持股份 总数的27.66%，股权质押风险总体可控，目前不存在平仓风险。 2025年1至6月份，东诚药业的营业收入构成为：生物制药行业占比100.0%。 ...

创新核药管线持续收获进展。根据公司公告，公司氟[18F]化钠注射液已于2025 年5 月获批上市。截至 1H25，公司阿尔茨海默病诊断药物APN-1607 正在开展补充研究，和监管积极沟通中；公司氟[18F]思 睿肽注射液、氟[18F]阿法肽注射液正在进行III 期临床试验；氟[18F]纤抑素注射液、177Lu-LNC1011 注 射液正在进行II 期临床研究；还有多个诊断、治疗核药处于I期临床试验过程中。我们认为公司核药创 新管线有望持续丰富，为公司贡献新的增长点。 盈利预测与估值 18F-FDG 上半年放量良好，收入同比增长。1H25，公司核药收入5.03 亿元，同比+0.78%，核药板块毛 利率达67.27%，持续为公司贡献主要毛利润。核心产品18F-FDG 收入2.12 亿元，同比+8.72%。根据公 司公告，各省医保落实国家医保局《放射检查类医疗服务价格项目立项指南》的要求，将检查费与药费 分开，并陆续规范PET/CT 检查价格，我们认为有利于驱动PET/CT 药物的进一步放量。截至1H25，公 司公告已投入运营7 个以单光子药物为主、22 个正电子为主的核药房，目前7 个核药生产中心正在建设 中， ...

证券代码：002675 证券简称：东诚药业 公告编号：2025-045 烟台东诚药业集团股份有限公司 关于实际控制人部分股权质押展期的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 烟台东诚药业集团股份有限公司（以下简称"公司"或"本公司"）近日收 到公司实际控制人由守谊先生的通知，由守谊先生将其持有的本公司部分股权进 行质押展期，具体情况如下： 根据《通知》所述，截至2025年8月21日由守谊先生持有东诚药业股票 103,305,678股，累计质押28,578,000股，累计质押股份占所持股份总数的27.66%， 股权质押风险总体可控，目前不存在平仓风险。 注：质押股份均为高管锁定股。 上表中比例合计数与各数值直接相加之和在尾数上存在差异，是由于数字四舍五入原因造成的。 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次股份质 押展期数量 （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 展期后质 押到期日 质权人 质押 用途 由守 谊 是 17,830,000 17.26% 2.16 ...

证券代码：002675 证券简称：东诚药业 烟台东诚药业集团股份有限公司投资者关系活动记录表 编号：2025-003 投资者关系活动 类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ■其他 （电话会议） 参与单位名称及 人员姓名 东吴证券医药团队、中金证券医药团队、平安证券医药团队、开源证 券医药团队、中信证券医药团队、信达证券医药团队、天风证券医药 团队、中泰证券医药团队、西部证券医药团队、中邮证券医药团队、 农银国际医药团队及多家券商、公募基金、私募基金经理、研究员参 与调研 时间 2025 年 8 月 15 日 15:30-16:30 地点 电话会议 上市公司接待人 员姓名 副总经理、董事会秘书：刘晓杰 副总经理：吴晓明 证券事务代表：李季 投资者关系活动 主要内容介绍 2025 年半年报解读及近期公司经营发展情况交流 会议纪要主要内容： 问题一：2025 年半年度基本情况介绍 答： （一）经营业绩 公司实现营业收入 13.84 亿元，同比下降 2.60%。归属于上市公司股东的净利润 0.89 亿元，同比下降 20.70%。 核药业务板块销售收入 5. ...

Investment Rating - The report does not explicitly state an investment rating for the industry, but it indicates a positive trend in the pharmaceutical and biotechnology sector with a weekly increase of 3.08% [3][8]. Core Insights - The pharmaceutical and biotechnology sector outperformed the Wind All A index and the CSI 300 index during the week of August 11 to August 15, with notable gains in medical research outsourcing (7.77%), hospitals (5.59%), and medical consumables (4.47%) [3][8]. - The upcoming launch of the commercial insurance innovative drug directory is expected to activate the domestic high-end payment market for innovative drugs, with 121 drug names passing preliminary review [3][8]. - The World Conference on Lung Cancer (WCLC) will take place from September 6 to 9, showcasing significant research advancements in lung cancer, with domestic research playing an increasingly important role [3][8]. Market Weekly Review - The pharmaceutical and biotechnology sector rose by 3.08%, outperforming the Wind All A index (2.95%) and the CSI 300 index (2.37%) [3][8]. - Medical research outsourcing, hospitals, and medical consumables led the sector's gains, while offline pharmacies, blood products, and medical circulation experienced declines [3][8]. - Notable individual stock performances included Sino Medical (69.1%), Innovation Medical (51.5%), and Guangsheng Tang (40.7%) for gains, while *ST Suwu (-16.8%), ST Sansheng (-15.2%), and Nanhua Biological (-14.2%) faced significant losses [3][11]. Industry News and Key Company Announcements - The National Medical Insurance Administration announced the preliminary review of the 2025 National Basic Medical Insurance drug directory and the commercial insurance innovative drug directory [3][13]. - Novo Nordisk received accelerated FDA approval for its therapy Wegovy for treating non-alcoholic steatohepatitis (NASH) [3][13]. - Yunnan Baiyao approved a full acquisition of An Guo Shi Ju Yao Tang Pharmaceutical Co., Ltd. for 660 million RMB to enhance its traditional Chinese medicine business [3][15]. - Insmed's DPP1 inhibitor Brensocatib received FDA approval for treating non-cystic fibrosis bronchiectasis [3][14].

Core Viewpoint - The article highlights the recent adjustments made by well-known private equity fund managers in response to the disclosure of half-year reports by listed companies, indicating significant investment movements in the A-share market [1] Group 1: Investment Movements - A total of 12 private equity funds with over 10 billion yuan in assets have appeared among the top ten circulating shareholders of 18 A-share listed companies, with a combined holding value exceeding 18 billion yuan [1] - Gao Yi Asset's fund manager Feng Liu has increased his stake in Angel Yeast (600298), with the holding value rising to 1.23 billion yuan by the end of June [1] - Feng Liu has also slightly reduced his holdings in Hikvision (002415) and Dongcheng Pharmaceutical (002675) [1] Group 2: New Entrants - Ruijun Asset has newly entered the top ten circulating shareholders of Daozhi Technology (300409) [1] - Yinye Investment has also newly entered the top ten circulating shareholders of Haooubo [1] - Emerging institution Lexi Private Equity has invested over 500 million yuan to become the fifth largest circulating shareholder of Ninebot [1]

知名私募基金经理调仓动作揭开神秘面纱。 安琪酵母（600298）发布半年报显示，二季度高毅资产知名基金经理冯柳管理的高毅邻山1号远望基金加仓该公司350万股，连续两个季度加仓。而东诚药 业发布的半年报显示，二季度高毅邻山1号远望基金小幅减持该公司。 在业内人士看来，上市公司半年报披露期往往是机构调仓换股的窗口，尤其是经过前期市场结构性行情的演绎，越来越多机构将进行组合的个股切换。具 体来看，基本面有望实现反转的传统消费、受益于市场交投活跃的非银金融等板块，以及估值处于低位的创新药、科技股等，值得关注。 冯柳调仓动作曝光 知名基金经理冯柳的最新调仓动向，近日陆续曝光。 安琪酵母近日发布的半年报显示，截至二季度末，冯柳管理的高毅邻山1号远望基金持有该公司3500万股，相比于一季度末增持350万股，期末持股市值超 过12亿元。值得注意的是，今年一季度冯柳便加仓安琪酵母1300万股，一跃成为其第三大流通股东。 除了高毅资产，伴随着上市公司半年报陆续披露，多家知名百亿级私募持仓浮出水面。 私募排排网数据显示，截至8月15日，共有12家百亿级私募旗下产品出现在18家A股上市公司前十大流通股东名单中，合计持股市值达187. ...

Group 1 - The stock price of Dongcheng Pharmaceutical is reported at 18.10 yuan, down 1.04% from the previous trading day, with a trading volume of 4.92 billion yuan [1] - The company specializes in the research, production, and sales of pharmaceutical raw materials, nuclear medicine, and formulations, with products including heparin sodium raw materials and diagnostic drugs for nuclear medicine [1] - The latest semi-annual report shows a revenue of 1.384 billion yuan for the first half of the year, a year-on-year decrease of 2.60%, and a net profit attributable to shareholders of 89 million yuan, down 20.70% year-on-year [1] Group 2 - Revenue from the raw material drug business is 611 million yuan, a year-on-year decline of 7.02%, while the nuclear medicine segment revenue is 503 million yuan, showing a year-on-year growth of 0.78% [1] - On the capital flow side, Dongcheng Pharmaceutical experienced a net outflow of 3.637 million yuan in main funds on the day, with a cumulative net outflow of 71.2004 million yuan over the past five days [2]