证券代码：002940 证券简称：昂利康 公告编号：2025-078 浙江昂利康制药股份有限公司 关于子公司获得兽药产品批准文号的公告 子公司动保科技阿莫西林克拉维酸钾片用于治疗犬和猫革兰氏阳性和革兰 氏阴性敏感细菌引起的感染，如皮肤及软组织感染（脓性皮炎、脓肿和肛腺炎）、 牙感染（牙龈炎）、尿道感染、呼吸道感染和肠炎。 三、对公司的影响 公司已按照《兽药管理条例》《兽药产品批准文号管理办法》等规定的要求 取得阿莫西林克拉维酸钾片兽药产品批准文号批件，该兽药具备生产上市销售条 件。 1 该兽药批准文号的取得可进一步丰富公司产品品类，对推动宠物用药战略布 局、促进公司发展具有积极意义。 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。 近日，浙江昂利康制药股份有限公司（以下简称"公司"）子公司浙江昂利 康动保科技有限公司（以下简称"动保科技"）收到中华人民共和国农业农村部 核准签发的"阿莫西林克拉维酸钾片"兽药产品批准文号批件。现就相关情况公 告如下： 一、批件基本信息 | 通用名称 | 阿莫西林克拉维酸钾片 | | | | | | | | | | --- | - ...

Core Viewpoint - The announcement indicates that the subsidiary of the company, Animal Health Technology, has received approval from the Ministry of Agriculture and Rural Affairs for the veterinary drug "Amoxicillin Clavulanate Potassium Tablets" with a validity period from October 24, 2025, to October 23, 2030 [1] Group 1 - The approved product has two specifications: 50mg and 250mg, and is intended for the treatment of bacterial infections in dogs and cats [1] - The approval signifies that the product meets the conditions for production and market sales, which will enhance the company's product range and support its strategic layout in pet medication [1] - However, the market launch may face uncertainties due to factors such as policies and market conditions [1]

Core Viewpoint - Zhejiang Anglikang Pharmaceutical Co., Ltd. reported significant growth in revenue and net profit for the first three quarters of 2025, driven by product structure optimization and high-margin products [1][3]. Financial Performance - The company achieved a revenue of 1.055 billion yuan and a net profit of 77.6899 million yuan, marking a year-on-year increase of 55.59% [1]. - In Q3 alone, revenue reached 331 million yuan, up 20.67% year-on-year, with net profit soaring by 164.77% to 11.7647 million yuan [1]. Strategic Developments - Anglikang is transitioning towards a "combination of generics and innovation" model, with its innovative drug pipeline progressing well, particularly the ALK-N001 project entering Phase I clinical trials [1]. - The collaboration with Shanghai Qinhuali Biopharmaceutical Technology Co., Ltd. on the ALK-N002/IMD-1005 project enhances Anglikang's position in the oncology drug market [2]. Product Pipeline and Market Position - ALK-N002/IMD-1005 is a novel IgG1 subtype antibody targeting CD47, showing promising preclinical results in inhibiting tumor growth in specific cancer models [2]. - The partnership is expected to enrich Anglikang's product matrix in the anti-tumor innovation drug sector, boosting its competitive strength [2]. Industry Context - The pharmaceutical industry is undergoing structural adjustments and innovation upgrades, with Anglikang successfully navigating these changes through clear strategic planning [3]. - Short-term support for Anglikang's business comes from the market expansion of generic drugs like levofloxacin and effective cost control [3]. - Long-term growth potential is linked to the clinical advancement of the ALK series innovative drug projects and the realization of value from industry chain investments [3].

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% | ...