关于监事减持计划期限届满暨实施完成的公告 证券代码：002940 证券简称：昂利康 公告编号：2025-077 浙江昂利康制药股份有限公司 本公司监事潘小云先生保证向公司提供的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 1、股东减持股份情况 1 注：①潘小云先生减持的股份来源为公司首次公开发行前发行的股份及首发后资本公积 转增的股份； ②以上表格中数据尾差为四舍五入所致。 | | | | 本次减持前持有股份 | | 本次减持后持有股份 | | --- | --- | --- | --- | --- | --- | | 股东 | 股份性质 | | 占剔除回购 | | 占剔除回购 | | 名称 | | 股数（股） | 股份后公司 | 股数（股） | 股份后公司 | | | | | 总股本比例 | | 总股本比例 | | 潘小云 | 合计持有股份 | 638,635 | 0.3257% | 479,635 | 0.2446% | | | 其中：无限售条件股份 | 159,659 | 0.0814% | 659 | 0.0003% | | | 有限售条件股份 | 478,976 | 0.2442% ...

Core Viewpoint - The company, Anglikang, reported significant growth in revenue and net profit for the first three quarters of the year, indicating a strong recovery in its financial performance and a shift towards accelerated profitability release [1][2]. Financial Performance - For the first three quarters, Anglikang achieved a revenue of 1.006 billion yuan and a net profit attributable to shareholders of 77.69 million yuan, marking a year-on-year increase of 55.59% [1]. - In the third quarter alone, the company generated revenue of 331 million yuan, a year-on-year growth of 20.67%, and a net profit of 11.76 million yuan, which represents a substantial year-on-year increase of 165% [1]. Product Strategy - The growth in profitability is attributed to the company's ongoing product structure optimization strategy, with a continuous increase in the proportion of high-margin products, leading to a gross margin rise to 38.59%, up by 7.15 percentage points year-on-year [1]. - Anglikang is transitioning towards a "combination of generics and innovation" development model, with its innovative drug pipeline progressing well [1]. Innovation and Collaboration - The ALK-N001 project has entered Phase I clinical trials, and the company has reached an agreement with a partner for the second innovative drug project, ALK-N002/IMD-1005, further enhancing its innovative drug research and development capabilities [1][2]. - ALK-N002/IMD-1005 is a globally innovative targeted antibody drug that may provide new immunotherapy options for cancer patients, showing promising preclinical results in tumor models [2]. Market Position and Future Outlook - The partnership with the collaborator is expected to enrich the company's product matrix in the anti-tumor innovative drug field, enhancing its overall competitiveness [2]. - Anglikang's investment in its subsidiary, Haichang Bio, which plans to apply for a Hong Kong stock listing, is anticipated to inject new momentum into its development and open new paths for value growth [2]. - The current pharmaceutical industry is undergoing structural adjustments and innovation upgrades, and Anglikang's clear strategic layout positions it well for breakthroughs in this environment [2].

Core Insights - Angli康 (002940.SZ) reported its Q3 2025 results, revealing that as of October 24, 2025, nine institutional investors held a total of 94.36 million shares, representing 46.77% of the company's total equity [1] - The institutional holding percentage decreased by 7.00 percentage points compared to the previous quarter [1] Institutional Holdings - The institutional investors include Shenzhou JunTai Investment Co., Ltd., Zhejiang Angli康 Pharmaceutical Co., Ltd. - Phase I Employee Stock Ownership Plan, and several funds from major banks such as Bank of China, Industrial and Commercial Bank of China, and China Construction Bank [1] - The total institutional holding percentage is now at 46.77%, down from the previous quarter [1] Public Fund Holdings - Four public funds increased their holdings this period, including Huatai-PB Innovation Medicine Mixed A, GF Healthcare Stock A, and others, with an increase rate of 1.45% [2] - One public fund, China Europe Medical Health Mixed A, reported a decrease in holdings by 1.66% compared to the previous quarter [2] - One new public fund was disclosed this period, namely Longcheng Pharmaceutical Industry Selected Mixed Initiation A [2] - A total of 114 public funds were not disclosed this period, including notable funds like GF Technology Innovation Mixed A and others [2]

Core Viewpoint - The company emphasizes the accuracy and completeness of its financial disclosures and reports, ensuring accountability from its board and management [2][3][4]. Financial Data Summary - The third-quarter financial report has not been audited [10]. - The company does not require retrospective adjustments or restatements of previous accounting data [3]. - There are no non-recurring profit and loss items applicable for the reporting period [3]. Shareholder Information - As of the reporting period, the company holds 5,619,700 shares in its repurchase account, accounting for 2.79% of the total share capital [5]. - The company has engaged in various equity transactions, including a capital increase in Dongbao Technology amounting to 10 million yuan, raising its registered capital from 40 million to 50 million yuan [6][7]. - The company acquired a 4% stake in Jinhe Biology for 600,000 yuan, increasing its total ownership to 82.50% [7]. Legal Matters - The company faced a lawsuit from Jiangsu Yuehua Pharmaceutical Co., claiming 12.2322 million yuan in asset evaluation discrepancies. The court dismissed the claim, ordering the plaintiff to bear the litigation costs [6]. Strategic Collaborations - The company signed a strategic cooperation agreement with Aifei (Shanghai) Biopharmaceutical Technology Co., Ltd. and Shanghai Qinhuli Biopharmaceutical Technology Co., Ltd. regarding the ALK-N002 project, which has been approved by the shareholders' meeting [8].

Core Viewpoint - The company reported a decline in revenue for the first three quarters of 2025, while net profit showed significant growth compared to the previous year [1] Financial Performance - The company achieved an operating revenue of 1.055 billion yuan, representing a year-on-year decrease of 5.92% [1] - The net profit attributable to shareholders of the listed company was 77.6899 million yuan, reflecting a year-on-year increase of 55.59% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 55.7652 million yuan, which is a year-on-year increase of 39.70% [1]

每经AI快讯，昂利康（SZ 002940，收盘价：39.14元）10月24日晚间发布三季度业绩公告称，2025年前 三季度营收约10.55亿元，同比减少5.92%；归属于上市公司股东的净利润约7769万元，同比增加 55.59%；基本每股收益0.39元，同比增加56%。 截至发稿，昂利康市值为79亿元。 （记者 曾健辉） 每经头条（nbdtoutiao）——中国创新药，今年海外授权已卖出800亿美元！对话创东方投资合伙人卢 刚：生物医药二级市场火热，一级市场为何募资遇冷？ ...

浙江昂利康制药股份有限公司 2025 年第三季度报告 证券代码：002940 证券简称：昂利康 公告编号：2025-076 浙江昂利康制药股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、完 整。 3.第三季度财务会计报告是否经过审计 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同 | 年初至报告期末 | 年初至报告期末 | | --- | --- | --- | --- | --- | | | | 期增减 | | 比上年同期增减 | | 营业收入（元） | 330,809,619.46 | 20.67% | 1,055,164,597.19 | -5.92% | ...

Core Viewpoint - The stock of Anglikang has experienced significant fluctuations, with a year-to-date increase of 202.50% but a recent decline of 11.87% over the past five trading days, indicating volatility in investor sentiment and market performance [1]. Company Overview - Anglikang Pharmaceutical Co., Ltd. was established on December 30, 2001, and went public on October 23, 2018. The company is located in Shengzhou, Zhejiang Province, and specializes in the research, production, and sales of chemical raw materials and formulations [1]. - The main revenue composition of Anglikang includes formulations (43.46%), raw materials (39.82%), specialty intermediates (12.44%), other products (3.72%), and pharmaceutical excipients (0.56%) [1]. Financial Performance - For the first half of 2025, Anglikang reported an operating income of 724 million yuan, a year-on-year decrease of 14.52%, and a net profit attributable to shareholders of 65.93 million yuan, down 3.19% compared to the previous year [2]. - Since its A-share listing, Anglikang has distributed a total of 341 million yuan in dividends, with 108 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders of Anglikang increased by 50.49% to 18,500, with an average of 10,037 circulating shares per person, a decrease of 33.55% [2]. - Notable new institutional shareholders include China Europe Medical Health Mixed A, Guangfa Technology Innovation Mixed A, and others, indicating increased institutional interest in the company [3].

Market Overview - The chemical pharmaceutical sector experienced a decline of 0.32% on October 22, with Dize Pharmaceutical leading the drop [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Notable gainers in the chemical pharmaceutical sector included: - Xiangdi Pharmaceutical (301211) with a closing price of 14.99, up 14.25% [1] - Duorui Pharmaceutical (301075) at 58.62, up 10.21% [1] - Guangji Pharmaceutical (000952) at 7.77, up 10.06% [1] - Hasi Lian (002900) at 14.61, up 10.02% [1] - Yatai Pharmaceutical (002370) at 7.70, up 10.00% [1] - Dize Pharmaceutical (688192) was the biggest loser, closing at 60.11, down 6.20% [2] - Other significant decliners included: - Kangzhiyue Pharmaceutical (300086) down 5.90% [2] - Puluo Pharmaceutical (000739) down 5.41% [2] Capital Flow - The chemical pharmaceutical sector saw a net inflow of 185 million yuan from institutional investors, while retail investors experienced a net inflow of 41.4 million yuan [2] - However, speculative funds recorded a net outflow of 227 million yuan [2] Individual Stock Capital Flow - Notable capital flows for specific stocks included: - Yatai Pharmaceutical (002370) with a net inflow of 2.38 billion yuan from institutional investors, but a net outflow of 95.28 million yuan from speculative funds [3] - Anglikang (002940) had a net inflow of 182 million yuan from institutional investors, with a net outflow of 97.14 million yuan from speculative funds [3] - Hasi Lian (002900) recorded a net inflow of 117 million yuan from institutional investors, but a significant net outflow of 59.36 million yuan from speculative funds [3]

Core Viewpoint - The article highlights a significant surge in the innovative drug sector, driven by a strategic collaboration between Innovent Biologics and Takeda Pharmaceutical, which could lead to a total transaction value of up to $11.4 billion (approximately 81.2 billion RMB) [3][5]. Group 1: Market Performance - On October 22, A-shares and Hong Kong stocks related to innovative drugs experienced a strong rally, with several stocks like Innovent Biologics and Haisco Pharmaceutical hitting the daily limit [4]. - The global oncology drug market has surpassed $200 billion, with the expiration of PD-1 patents creating new competitive opportunities [6]. Group 2: Strategic Collaboration - Innovent Biologics announced a global strategic partnership with Takeda to accelerate the development of next-generation immuno-oncology (IO) and antibody-drug conjugate (ADC) therapies [4][6]. - The collaboration includes two late-stage therapies, IBI363 and IBI343, and an early-stage project, IBI3001, with Takeda leading the global development and commercialization efforts outside of Greater China and the U.S. [4][5]. Group 3: Financial Implications - Innovent Biologics will receive an upfront payment of $1.2 billion, including a strategic equity investment of $100 million, and could earn up to $10.2 billion in potential milestone payments [5]. - The partnership is expected to significantly enhance Takeda's oncology pipeline, which has faced challenges in recent years [6]. Group 4: Industry Trends - The trend of Chinese innovative drugs entering international markets continues, with contract values exceeding $100 billion in the first three quarters of the year, marking a 170% year-on-year increase [7]. - The fourth quarter is anticipated to see an acceleration in business development (BD) activities, with major pharmaceutical companies likely to allocate their annual budgets during this period [8].