Core Viewpoint - The company Aosaikang (002755.SZ) has reported a significant share reduction by its shareholder Zhongyi Weiye Holdings Limited, indicating a decrease in ownership percentage and potential implications for investor sentiment [1] Shareholder Activity - Zhongyi Weiye reduced its holdings by 8,812,803 shares from September 9, 2025, to November 14, 2025, which represents 0.95% of the company's total share capital [1] - Prior to this reduction, Zhongyi Weiye held 120,192,033 shares, accounting for 12.95% of the total share capital [1] - After the reduction, Zhongyi Weiye's holdings decreased to 111,379,230 shares, now representing 12.00% of the total share capital [1]

证券代码：002755 证券简称：奥赛康 公告编号：2025-058 北京奥赛康药业股份有限公司 持股 5%以上股东减持计划期限届满 暨实施结果的公告 持股 5%以上的股东江苏苏洋投资实业有限公司保证向本公司提 供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 2025 年 11 月 17 日，公司收到苏洋投资出具的《股份减持计划期限届满的 告知函》，截至 2025 年 11 月 17 日，苏洋投资本次减持计划已期限届满，通过集 中竞价和大宗交易方式累计减持本公司股份 13,914,802 股，占本公司总股本的 1.50%。 本次股份变动后，苏洋投资持有本公司股份 110,500,560 股，占本公司总股 本的 11.91%。现将有关情况公告如下： 一、股东减持情况 1、 减持股份来源：苏洋投资参与本公司重大资产置换及发行股份购买资产 暨关联交易（以下简称"重大资产置换事项"）取得本公司非公开发行股份，本 次重大资产置换事项构成重组上市。具体情况详见公司于 2019 年 1 月 18 日在《证 券时报》《证券日报》及巨潮资讯网（www.cninfo.com.cn）上披露的《重大资产 置换及 ...

持股 5%以上的股东中亿伟业控股有限公司保证向本公司提供的 信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供 的信息一致。 北京奥赛康药业股份有限公司（以下简称"公司"）于近日收到公司股东中亿 伟业控股有限公司（以下简称"中亿伟业"）出具的《股份变动告知函》，中亿伟 业自 2025 年 9 月 9 日至 2025 年 11 月 14 日期间累计减持本公司股份 8,812,803 股，占本公司总股本的 0.95%。本次股份变动前，中亿伟业持有本公司股份 120,192,033 股，占本公司总股本的 12.95%；本次股份变动后，中亿伟业持有本 公司股份 111,379,230 股，占本公司总股本的 12.00%。现将有关情况公告如下： 证券代码：002755 证券简称：奥赛康 公告编号：2025-059 北京奥赛康药业股份有限公司 持股 5%以上股东股份变动触及 1%的公告 4．深交所要求的其他文件 注：公告中若出现合计数与各分项数值相加之和在尾数上存在差异，系因持股比 例数据按照四舍五入保留两位小数所致。 1．基本情况 信息披露义务人 中亿 ...

Group 1 - The core point of the news is that Aosaikang's stock price dropped by 5.18% to 18.67 CNY per share, with a trading volume of 210 million CNY and a turnover rate of 1.19%, resulting in a total market capitalization of 17.329 billion CNY [1] - 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, and its main business involves the research, production, and sales of digestive, anti-tumor, and other pharmaceuticals [1] - The revenue composition of Aosaikang's main business includes: anti-tumor drugs 38.28%, anti-infection drugs 24.74%, chronic disease drugs 21.65%, digestive drugs 12.33%, and others 3.00% [1] Group 2 - Among Aosaikang's top ten circulating shareholders, a fund under E Fund ranks as a significant shareholder. The E Fund Healthcare Industry Mixed A (110023) increased its holdings by 262,000 shares in the third quarter, holding a total of 5.7132 million shares, which accounts for 0.62% of the circulating shares [2] - The E Fund Healthcare Industry Mixed A (110023) was established on January 28, 2011, with a latest scale of 3.802 billion CNY. Year-to-date returns are 40.28%, ranking 1705 out of 8213 in its category; the one-year return is 31.56%, ranking 2111 out of 8130; and since inception, the return is 327.3% [2]

Core Insights - The company reported a revenue of 1.434 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 3.57%, while the net profit attributable to shareholders reached 223 million yuan, showing a significant increase of 75.81% [1] - The third quarter net profit maintained growth at 63.33 million yuan, with a year-on-year increase of 23.15% [1] Financial Performance - Total revenue for the first three quarters of 2025 was 1.434 billion yuan, up 3.57% year-on-year [1] - Net profit attributable to shareholders for the same period was 223 million yuan, reflecting a 75.81% increase [1] - The non-recurring net profit was 186 million yuan, with an 81.89% year-on-year growth [1] - The net profit for the third quarter alone was 63.33 million yuan, marking a 23.15% increase year-on-year [1] Product Development and Innovation - The company has received approval for three new products in the first three quarters of 2025, including a first-class new drug, Liratinib tablets, which is a third-generation EGFR-TKI approved for two indications of non-small cell lung cancer [1] - Additionally, two generic drugs, Capecitabine and Methotrexate injection, have been approved, with six more generic drugs pending approval, including four anti-infective drugs, one hematology drug, and one digestive system drug [1][2] Clinical Pipeline - The company has a total of 42 projects in development, including 9 publicly disclosed projects, with 8 key innovative drugs [2] - Two oncology pipeline projects have shown significant clinical benefits: - ASKC202 (cMET inhibitor, Phase III) demonstrated an overall response rate (ORR) of 68.8% in patients with EGFR-TKI resistant advanced NSCLC with MET abnormalities [2] - ASKB589 (CLDN18.2 monoclonal antibody, Phase III) showed a median progression-free survival (mPFS) of 12.45 months and median overall survival (mOS) of 21.36 months in patients with high CLDN18.2 expression [2] Strategic Partnerships - The company’s subsidiary, AskGene Pharma, has licensed the exclusive rights for the ophthalmic pipeline ASKG712 (VEGF/ANG-2 dual-function fusion protein) to I-Mab's subsidiary Visara for the Greater China region and several other markets, with an upfront payment of 7 million USD and potential milestone payments of up to 89 million USD [3] - This partnership is expected to allow the company to focus its future R&D efforts on areas such as digestion, oncology, anti-infection, and chronic diseases [3] Profit Forecast - The company forecasts net profits attributable to shareholders of 281 million yuan, 491 million yuan, and 747 million yuan for 2025, 2026, and 2027, respectively, corresponding to EPS of 0.30 yuan, 0.53 yuan, and 0.81 yuan [3]

Investment Rating - The investment rating for the company is "Buy" and is maintained [6]. Core Insights - The company has demonstrated robust growth in net profit, with a cumulative revenue of 1.434 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 3.57%. The net profit attributable to the parent company reached 223 million yuan, marking a significant year-on-year growth of 75.81% [2][4][10]. - The company has successfully commercialized its first-class new drug, Liratinib tablets (奥壹新®), and has eight innovative pipelines in the fields of oncology and anti-infection that continue to show clinical value, providing future growth potential [2][10]. - The company is accelerating its commercialization process through its ophthalmology pipeline and optimizing its R&D strategy [2]. Summary by Sections Financial Performance - For the first three quarters of 2025, the company achieved total revenue of 1.434 billion yuan, a year-on-year increase of 3.57%. The net profit attributable to the parent company was 223 million yuan, reflecting a year-on-year growth of 75.81%. In the third quarter alone, the net profit reached 63.33 million yuan, up 23.15% year-on-year [4][10]. Product Development - The company has received approvals for three new products in the first three quarters of 2025, including the first-class new drug Liratinib tablets, which is a third-generation EGFR-TKI. Additionally, two generic drugs have been approved, with six more generic drugs pending approval [10]. - The company has a total of 42 projects under research, with 9 key innovative drugs in development. Notably, two oncology pipelines have shown significant clinical benefits, with promising data presented at the 2025 ESMO conference [10]. Strategic Partnerships - The company’s subsidiary, AskGene Pharma, has licensed the exclusive rights for its ophthalmology pipeline ASKG712 to I-Mab's subsidiary Visara for multiple markets, which includes an upfront payment of 7 million USD and potential milestone payments of up to 89 million USD [10]. Profit Forecast - The company is projected to achieve net profits of 281 million yuan, 491 million yuan, and 747 million yuan for the years 2025, 2026, and 2027, respectively, with corresponding EPS of 0.30 yuan, 0.53 yuan, and 0.81 yuan [10].

（编辑 张伟） 本报讯 （记者袁传玺）天眼查App显示，近日，上海奥睿康源生物医药科技有限公司成立，注册资本 7500万元，经营范围包括货物进出口、技术进出口、医学研究和试验发展、生物医学工程技术服务等。 股东信息显示，该公司由江苏奥赛康药业有限公司全资持股。 ...

11月14日，奥赛康盘中上涨2.01%，截至10:46，报19.78元/股，成交2.00亿元，换手率1.10%，总市值 183.59亿元。 资金流向方面，主力资金净流入424.22万元，特大单买入114.65万元，占比0.57%，卖出0.00元，占比 0.00%；大单买入3167.53万元，占比15.86%，卖出2857.96万元，占比14.31%。 奥赛康今年以来股价涨57.11%，近5个交易日涨6.75%，近20日涨1.59%，近60日跌25.44%。 今年以来奥赛康已经2次登上龙虎榜，最近一次登上龙虎榜为7月16日。 资料显示，北京奥赛康药业股份有限公司位于江苏省南京市江宁科学园科建路699号，成立日期1996年 12月24日，上市日期2015年5月15日，公司主营业务涉及消化类、抗肿瘤类及其他药品的研发、生产和 销售。主营业务收入构成为：抗肿瘤类38.28%，抗感染类24.74%，慢性病类21.65%，消化类12.33%， 其他(补充)2.34%，其他类0.66%。 奥赛康所属申万行业为：医药生物-化学制药-化学制剂。所属概念板块包括：抗癌治癌、创新药、生物 医药、幽门螺杆概念、中盘等。 截至10月2 ...

11月13日，奥赛康大宗交易成交274.1万股，成交额4659.7万元，占当日总成交额的8.71%，成交价17元，较市场收盘价19.39 元折价12.33%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-11-13 | 002755 | 画量康 | 17.00 | 17.00 | 289.00 | 中国中金财富证券 | 华泰证券股份有限 | | | | | | | | 有限公司深圳分公 | 公司南京分公司 | | | | | | | | ם | | | 2025-11-13 | 002755 | 奥赛康 | 17.00 | 11.80 | 200.60 | 机构专用 | 华泰证券股份有限 | | | | | | | | | 公司南京分公司 | | 2025-11-13 | 002755 | 奥赛康 | 17.00 | 40.00 | 680.00 | 机构 ...

Core Insights - Shanghai Aoruikangyuan Biomedical Technology Co., Ltd. has been established with a registered capital of 75 million RMB [1] - The company is fully owned by Jiangsu Aosaikang Pharmaceutical Co., Ltd. [1] Company Overview - The legal representative of the new company is Chen Jing [1] - The business scope includes import and export of goods and technology, medical research and experimental development, and biomedical engineering technology services [1]