证券代码：002755 证券简称：奥赛康 公告编号：2025-047 北京奥赛康药业股份有限公司 关于修订《公司章程》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。 北京奥赛康药业股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召开 第七届董事会第三次会议、第七届监事会第三次会议，审议通过了《关于修订< 公司章程>的议案》，该议案尚需提交公司 2025 年第二次临时股东大会审议。现 将具体情况公告如下： 一、关于修订《公司章程》的说明 根据《公司法》《关于新<公司法>配套制度规则实施相关过渡期安排》《上 市公司章程指引》等相关法律法规、规范性文件的最新规定，结合公司实际情况， 公司将不再设置监事会，监事会的职权由董事会审计委员会履行，同时对《公司 章程》中相关条款进行修订。《公司章程》经股东大会审议通过后，公司《监事 会议事规则》相应废止，公司监事会停止履职。 结合公司实际情况，拟对《公司章程》进行修订，具体修订情况如下： | 修订前 | 修订后 | | --- | --- | | 第一条 | 第一条 | | 为维护北京奥赛康药业股份 ...

证券代码：002755 证券简称：奥赛康 公告编号：2025-046 北京奥赛康药业股份有限公司 关于召开 2025 年第二次临时股东大会的通知 2、股东大会的召集人：公司董事会。 3、会议召开的合法、合规性：本次股东大会的召开符合《公司法》、《上市 公司股东大会规则》等有关法律法规、部门规章、规范性文件和《公司章程》的 规定。 4、会议召开的日期、时间： （1）现场会议时间：2025 年 9 月 19 日（星期五）14:00 （2）网络投票时间：2025 年 9 月 19 日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 9 月 19 日 9:15－9:25，9:30－11:30，13:00－15:00；通过深圳证券交易所互联网投 票系统投票的具体时间为 2025 年 9 月 19 日 9:15－15:00 期间的任意时间。 5、会议召开方式：本次会议采取现场投票与网络投票相结合的方式。 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。 北京奥赛康药业股份有限公司（以下简称"公司"）第七届董事会第三次会议 审议通过了《关于召开公司 2 ...

奥赛康公告，2025年上半年营业收入10.07亿元，同比增长9.20%。净利润1.6亿元，同比增长111.64%。 ...

Proton Pump Inhibitor (PPI) Industry Overview - Proton pump inhibitors (PPIs) are the most potent acid-suppressing medications, widely used for treating acid-related diseases such as peptic ulcers and gastroesophageal reflux disease [1][2] - The Chinese oral PPI market has maintained a scale of over 10 billion yuan from 2018 to 2024, with strong market demand [1][6] - The market has shown volatility due to the implementation of volume-based procurement plans for several generic PPIs, leading to price declines despite increasing sales [1][6] Market Size and Trends - The market size for oral PPIs in China is projected to decline by 10.5% year-on-year in 2024, influenced by price reductions from collective procurement [1][6] - The market for PPIs used for peptic ulcers is valued at 4.8 billion yuan, while the market for those used for gastroesophageal reflux disease is valued at 1.8 billion yuan [6] Product Landscape - As of the end of 2024, there are seven PPI products approved for sale in China, with major products including Rabeprazole, Aplrazole, Esomeprazole, and Omeprazole, collectively holding over 87% market share [1][8] - Rabeprazole leads the market with a share of 27.6%, followed by Aplrazole at 23.7% [1][8] Competitive Landscape - The PPI industry is characterized by intense competition, with numerous companies involved in the production of various PPI products [1][9] - As of July 2025, there are 134 products of Lansoprazole, 106 products of Pantoprazole, and 440 products of Omeprazole produced by over 180 companies in China [1][9] - The leading company for Rabeprazole is Jichuan Pharmaceutical, holding over 30% market share, while AstraZeneca leads the Omeprazole market with a 17.8% share [1][9]

Company Overview - Aosaikang Pharmaceutical Co., Ltd. is located in Jiangning Science Park, Nanjing, Jiangsu Province, and was established on December 24, 1996. The company was listed on May 15, 2015. Its main business involves the research, production, and sales of drugs, particularly in the fields of digestive, anti-tumor, and other medications [1][2]. Financial Performance - For the first quarter of 2025 (January to March), Aosaikang achieved a revenue of 509 million yuan, representing a year-on-year growth of 13.39%. The net profit attributable to shareholders was 54.73 million yuan, showing a significant increase of 73.50% compared to the previous year [2]. - Since its A-share listing, Aosaikang has distributed a total of 721 million yuan in dividends, with 111 million yuan distributed over the past three years [3]. Stock Performance - As of August 26, Aosaikang's stock price was 25.01 yuan per share, with a market capitalization of 23.213 billion yuan. The stock has increased by 98.65% year-to-date, but has seen a decline of 1.96% over the past five trading days and a 10.36% drop over the past 20 days [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on July 16 [1]. Shareholder Information - As of August 20, Aosaikang had 18,300 shareholders, a decrease of 1.26% from the previous period. The average number of circulating shares per shareholder increased by 1.28% to 50,724 shares [2]. - Among the top ten circulating shareholders as of March 31, 2025, notable new entrants include China Europe Medical Health Mixed A and E Fund Medical Health Industry Mixed A, while Hong Kong Central Clearing Limited has exited the list [3]. Industry Classification - Aosaikang is classified under the pharmaceutical and biological industry, specifically in the chemical pharmaceutical sector, with a focus on innovative drugs, pharmaceutical e-commerce, and cancer treatment [2].

Core Viewpoint - The Agricultural Bank of China Healthcare Fund (000913) has shown positive performance with a recent net value of 1.9672 yuan, reflecting a growth of 0.83% [1]. Performance Summary - The fund's one-month return is 2.34%, ranking 946 out of 1025 in its category [1]. - Over the past six months, the fund has achieved a return of 43.83%, ranking 46 out of 986 [1]. - Year-to-date, the fund's return stands at 43.08%, with a ranking of 88 out of 976 [1]. Holdings Overview - The top ten holdings of the Agricultural Bank of China Healthcare Fund account for a total of 51.10% of the portfolio, with the following key positions: - Heng Rui Medicine: 8.16% - Zai Lab: 7.99% - Xin Li Tai: 5.84% - Hotgen Biotech: 5.63% - Kelun Pharmaceutical: 5.02% - HAOYOBIO: 4.36% - BeiGene: 3.61% - Eucure Biopharma: 3.58% - Ausun Pharmaceutical: 3.52% - Bide Pharmaceutical: 3.39% [1]. Fund Details - The Agricultural Bank of China Healthcare Fund was established on February 10, 2015, and as of June 30, 2025, it has a total asset size of 1.441 billion yuan [1]. - The fund manager is Meng Yuan, who has a master's degree and has held various positions in the financial sector, including roles at Bank of China Fund Management and Agricultural Bank of China Asset Management [1].

Group 1 - Aoscicon has experienced a decline for four consecutive trading days, with a cumulative drop of -5.20% [1] - Beijing Aoscicon Pharmaceutical Co., Ltd. was established in 2003 and originated from one of the earliest private new drug research institutions in Jiangsu Province, Nanjing Haiguang Applied Chemistry Research Institute [1] Group 2 - The financial report indicates that the China Europe Fund's China Europe Medical Health Mixed A has entered the top ten shareholders of Aoscicon, marking a new entry in the second quarter of this year [2] - The fund has achieved a year-to-date return of 25.26%, ranking 1433 out of a total of 4493 in its category [2] Group 3 - The fund managers of China Europe Medical Health Mixed A are Ge Lan and Zhao Lei, with Ge Lan holding a Ph.D. in Biomedical Engineering from Northwestern University in the United States [5][6] - Ge Lan has been with China Europe Fund since October 2014 and has managed several funds, currently serving as the manager of China Europe Medical Health Mixed Fund since September 29, 2016 [5][6] Group 4 - Zhao Lei, another fund manager, has a master's degree and has previously worked as a researcher and co-chief analyst in the pharmaceutical and biotechnology sector [7] - Zhao Lei joined China Europe Fund in May 2021 and is currently the manager of China Europe Medical Health Mixed A and C funds, with a recent performance of 12.97% and 13.09% respectively since July 4, 2025 [7] Group 5 - China Europe Fund Management Co., Ltd. was established in July 2006, with a current structure of 25 shareholders, including significant stakes held by WP Asia Pacific Asset Management LLC and Guodu Securities Co., Ltd. [7]

Core Viewpoint - Chinese innovative pharmaceutical companies, primarily rooted in generic drugs, are successfully transitioning to innovative drug development, showcasing resilience and adaptability in a competitive global market [1][2][3] Industry Development - The Chinese pharmaceutical industry was historically focused on generic drugs, with significant reforms in 2015 reducing new drug approval times from an average of 3 years to 60 days, facilitating the rise of innovative drugs [2][3] - The consensus in the industry around 2020 indicated the end of high-profit margins for generic drugs, prompting a necessary shift towards high-level innovation [2][3] - Companies like Hengrui Medicine transitioned from 90% revenue from generics in 2018 to over 50% from innovative drugs by 2024, with innovative drug sales reaching 14 billion yuan, a 30.6% year-on-year increase [2] Case Studies - Aosaikang, once a leader in digestive generics, saw a decline in revenue from 33.66 billion yuan in 2019 to 2.7 billion yuan in 2024 due to procurement reforms, but successfully pivoted to innovative drugs, achieving its first Class 1 innovative drug approval in January 2025 [5][6] - Shandong Innovative Drug Development Co. shifted its focus from generics to innovation, leveraging stable cash flow from generics to support high-investment innovative drug research [5][6] Challenges in Transition - The transition from generics to innovative drugs is fraught with challenges, including high costs and long development times, with the industry facing a "three tens" rule: 10 years of development, 10 billion USD in costs, and a success rate below 10% [7][8] - Companies like Jiahe Biopharma faced setbacks, such as the rejection of their PD-1 drug application, resulting in significant losses from years of investment [7][8] - The cultural shift required for innovation, moving from a "follow-the-recipe" approach in generics to "creating new recipes" in innovation, poses significant organizational challenges [8][9] Strategic Insights - The synergy between generic and innovative drug development is crucial, with traditional companies leveraging their experience in supply chain management and quality control to enhance the commercialization of innovative drugs [6][7] - The industry requires a diverse range of smaller, specialized companies to foster innovation through trial and error, which is essential for breakthroughs in a high-risk environment [9]

Group 1 - The stock price of Aosaikang is reported at 26.29 yuan, down by 0.06 yuan from the previous trading day [1] - The stock reached a high of 26.45 yuan and a low of 25.85 yuan during the trading session, with a total transaction amount of 265 million yuan [1] - As of August 8, the number of shareholders for the company is 18,532 [1] Group 2 - Aosaikang operates in the chemical pharmaceutical industry, focusing on the research, production, and sales of pharmaceutical products [1] - On August 18, the net outflow of main funds was 16.55 million yuan, with a cumulative net outflow of 21.08 million yuan over the past five days [1]

证券日报网讯奥赛康8月18日在互动平台回答投资者提问时表示，截至8月8日，公司的股东人数为18532 户。 （文章来源：证券日报） ...