Group 1 - Aokang announced the convening of its seventh fifth board meeting on October 28, 2025, in Nanjing, where the agenda included the review of the third quarter report for 2025 [1] - For the year 2024, Aokang's revenue composition is 97.92% from the pharmaceutical manufacturing sector and 2.08% from other businesses [1] - As of the report, Aokang's market capitalization stands at 17.5 billion yuan [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after a decade of stagnation, with technology leading the market's transformation [1]

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。 证券代码：002755 证券简称：奥赛康 公告编号：2025-055 北京奥赛康药业股份有限公司 第七届董事会第五次会议决议公告 该议案已经公司审计委员会审议通过，议案内容详见同日发布于巨潮资讯网 （www.cninfo.com.cn）的《2025 年第三季度报告》。 备查文件 《公司第七届董事会第五次会议决议》 特此公告。 北京奥赛康药业股份有限公司董事会 2025 年 10 月 28 日 北京奥赛康药业股份有限公司（以下简称"公司"）第七届董事会第五次会议 于 2025 年 10 月 18 日以电子邮件、专人送达的方式通知各位董事，会议于 2025 年 10 月 28 日以现场会议的方式在南京江宁科学园科建路 699 号 A 楼 3102 会议 室召开。本次会议应到董事 9 人，实到董事 9 人。公司高级管理人员列席了会议。 本次会议符合《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民 共和国证券法》（以下简称"《证券法》"）等法律、行政法规、部门规章、规范 性文件和《公司章程》的相关规定。 会 ...

Core Insights - The company reported a third-quarter revenue of 426 million yuan, a year-on-year decrease of 7.67% [1] - The net profit for the third quarter was 63.33 million yuan, showing a year-on-year increase of 23.15% [1] - For the first three quarters, the company achieved a revenue of 1.434 billion yuan, representing a year-on-year growth of 3.57% [1] - The net profit for the first three quarters reached 223 million yuan, marking a significant year-on-year increase of 75.81% [1]

Revenue and Profitability - The company's revenue for Q3 2025 was CNY 426,481,422.98, a decrease of 7.67% compared to the same period last year[5] - Net profit attributable to shareholders increased by 23.15% to CNY 63,327,205.89 for Q3 2025, and by 75.81% to CNY 223,314,336.76 for the year-to-date[5] - Basic and diluted earnings per share for Q3 2025 were CNY 0.07, reflecting a 16.67% increase year-on-year[5] - Total operating revenue for the current period reached ¥1,433,894,250.94, an increase of 3.0% compared to ¥1,384,454,586.25 in the previous period[16] - Net profit for the current period was ¥207,641,414.84, up 89.3% from ¥109,679,781.38 in the previous period[17] - Earnings per share increased to ¥0.24, compared to ¥0.14 in the previous period, representing a growth of 71.4%[17] Assets and Liabilities - Total assets at the end of Q3 2025 reached CNY 4,436,198,585.09, representing a 9.60% increase from the end of the previous year[5] - Total current assets increased to ¥2,941,483,839.60 from ¥2,568,164,247.66, representing a growth of approximately 14.5%[13] - Total liabilities increased to ¥1,164,638,906.87 from ¥905,387,149.91, reflecting an increase of approximately 28.6%[14] - Non-current assets totaled ¥1,494,714,745.49, slightly up from ¥1,479,464,276.37, indicating a growth of about 1.6%[14] - The total liabilities and equity reached ¥4,436,198,585.09, up from ¥4,047,628,524.03, indicating an increase of 9.6%[15] Cash Flow - The net cash flow from operating activities for the year-to-date was CNY 601,826,250.71, an increase of 34.47% compared to the same period last year[5] - Cash flow from operating activities generated ¥601,826,250.71, an increase of 34.3% from ¥447,539,961.30 in the previous period[18] - Cash inflow from investment activities totaled ¥3,144,198,514.18, compared to ¥2,913,522,957.93 in the previous period, marking an increase of 7.9%[18] - The company reported a net cash outflow from investment activities of ¥467,786,557.39, worsening from a net outflow of ¥330,534,996.03 in the previous period[18] - Cash inflow from financing activities totaled $77 million, up from $40 million in the previous period, indicating a 92.5% increase[19] - Cash outflow from financing activities amounted to $175.2 million, compared to $86.7 million previously, representing a 102.5% increase[19] - Net cash flow from financing activities was -$98.2 million, worsening from -$46.7 million in the prior period[19] - The net increase in cash and cash equivalents for the period was $34.67 million, down from $74.49 million in the previous period[19] - The ending balance of cash and cash equivalents reached $1.35 billion, an increase from $1.11 billion at the end of the previous period[19] Shareholder Information - Total number of common shareholders at the end of the reporting period is 27,238[10] - The largest shareholder, Nanjing Aosaikang Investment Management Co., Ltd., holds 34.20% of shares, totaling 317,470,588 shares[10] - The company has not reported any changes in the top 10 shareholders due to margin trading activities[11] - There are no preferred shareholders or related party transactions reported in the current period[12] Other Financial Metrics - The company reported a significant increase in prepayments, which rose by 143.55% to CNY 19,740,360.27, primarily due to increased material and R&D prepayments[8] - The company experienced a 206.70% decline in investment income, reporting a loss of CNY 10,398,182.78, mainly due to the disposal of certain investments[8] - The company’s total equity attributable to shareholders increased by 4.64% to CNY 3,204,831,334.00 compared to the end of the previous year[5] - The total equity remains stable at ¥928,160,351.00, unchanged from the previous period[14] - The company’s minority interests decreased to ¥66,728,344.22 from ¥79,589,419.92, a decline of 16.1%[15] Audit and Reliability - The third quarter financial report was not audited, which may affect the reliability of the reported figures[20]

证券日报网讯奥赛康（002755）2025年10月27日在互动平台回答投资者提问时表示，截至10月20日，公 司股东人数为27，536户。 ...

10月份以来，国产创新药"出海"进程再提速，多项重量级BD(BusinessDevelopment，商务合作拓展)交易 密集落地。其中，信达生物制药集团有限公司(以下简称"信达生物")凭借与武田制药达成的全球战略合 作，总交易额高达114亿美元，创下国产创新药BD交易的新纪录。 近年来，中国创新药企的研发能力持续提升，已成为全球医药BD最活跃的力量之一。中证鹏元报告显 示，2023年以来中国药企海外授权交易数量及金额呈爆发式增长趋势，2025年仅上半年，交易总额就已 经接近2024年全年水平。 "中国创新药行业正进入商业化放量期，并逐步从本土市场迈向全球市场。目前，创新药'出海'主要有 两种模式：一是自主'出海'，即药企依靠自身团队在海外开展临床试验、注册申报和销售；二是BD'出 海'，即通过授权合作、股权投资等方式实现国际化。由于自主'出海'周期长、成本高、风险大，当前国 产创新药'出海'仍以BD授权模式(License-out)为主。"深度科技研究院院长张孝荣对《证券日报》记者表 示。 深圳市融智私募证券投资基金管理有限公司基金经理兼高级研究员包金刚在接受《证券日报》记者采访 时表示："10月份国产创新药 ...

Group 1 - The core point of the article highlights the acceleration of Chinese innovative drug companies' international expansion, marked by significant business development (BD) transactions, including a record $11.4 billion deal between Innovent Biologics and Takeda Pharmaceutical [1][3] - Innovent Biologics announced a global strategic collaboration with Takeda, integrating their strengths in immuno-oncology and antibody-drug conjugates to expedite the global development of two late-stage drugs, with an upfront payment of $1.2 billion and potential milestone payments [1] - Other Chinese pharmaceutical companies, such as Hansoh Pharmaceutical and Beijing Ausun Pharmaceutical, have also reported significant BD agreements, indicating sustained market interest and high premium recognition for domestic innovative drugs [2] Group 2 - Chinese innovative pharmaceutical companies have significantly improved their R&D capabilities, becoming one of the most active forces in global BD, with a notable increase in overseas licensing transactions in 2023 [3] - The current trend of "going global" for innovative drugs primarily involves two models: self-driven internationalization and BD partnerships, with the latter being favored due to lower costs and risks [3] - The surge in BD activities in October is seen as a reflection of Chinese innovative drug companies entering the global mainstream, as multinational pharmaceutical companies seek to fill revenue gaps from patent expirations by collaborating with Chinese firms [4]

Core Insights - On October 22, Aosai Kang's stock increased by 0.93%, with a trading volume of 245 million yuan [1] - The company reported a financing buy amount of 13.61 million yuan and a net financing buy of 7.71 million yuan on the same day [1][2] - As of October 22, the total financing and securities lending balance for Aosai Kang was 21.23 million yuan, accounting for 0.12% of its market capitalization [2] Financial Performance - For the first half of 2025, Aosai Kang achieved a revenue of 1.007 billion yuan, representing a year-on-year growth of 9.20% [2] - The net profit attributable to the parent company was 160 million yuan, showing a significant year-on-year increase of 111.64% [2] Shareholder Information - As of September 30, the number of shareholders for Aosai Kang was 27,200, an increase of 35.87% compared to the previous period [2] - The average number of circulating shares per shareholder was 34,075, which decreased by 26.40% from the previous period [2] Dividend Distribution - Since its A-share listing, Aosai Kang has distributed a total of 721 million yuan in dividends, with 111 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, the sixth largest circulating shareholder was Yongying Medical Innovation Mixed Fund, holding 11.69 million shares as a new shareholder [3] - Other notable shareholders include Penghua Medical Technology Stock A and E Fund Healthcare Industry Mixed A, with slight reductions in their holdings [3]

Core Viewpoint - As of October 21, Osai Kang's stock price has experienced fluctuations, with a year-to-date increase of 52.90%, but a recent decline over the past 20 and 60 days, indicating volatility in investor sentiment and market performance [1]. Financial Performance - For the first half of 2025, Osai Kang reported a revenue of 1.007 billion yuan, representing a year-on-year growth of 9.20%. The net profit attributable to shareholders was 160 million yuan, showing a significant increase of 111.64% [2]. - Cumulatively, since its A-share listing, Osai Kang has distributed a total of 721 million yuan in dividends, with 111 million yuan distributed over the past three years [3]. Shareholder and Market Activity - As of September 30, the number of shareholders for Osai Kang increased by 35.87% to 27,200, while the average number of circulating shares per person decreased by 26.40% to 34,075 shares [2]. - The stock has seen significant trading activity, with a net outflow of 9.1448 million yuan in principal funds on October 21, and notable fluctuations in large order buying and selling [1]. Business Overview - Osai Kang, established on December 24, 1996, and listed on May 15, 2015, is based in Nanjing, Jiangsu Province. The company specializes in the research, production, and sales of pharmaceuticals, with a revenue composition of 38.28% from anti-tumor drugs, 24.74% from anti-infection drugs, 21.65% from chronic disease medications, and 12.33% from digestive drugs [1]. - The company operates within the pharmaceutical and biotechnology sector, focusing on innovative drugs, cancer treatment, and biopharmaceuticals [1].

（文章来源：证券日报） 证券日报网讯奥赛康10月20日在互动平台回答投资者提问时表示，截至9月30日，公司股东人数为27238 户。 ...