Core Viewpoint - Anke Biological's stock price has shown a slight decline but is expected to recover due to performance improvements and market expansion of core products, leading to a positive long-term trend [1] Group 1: Financial Performance - In the first half of 2025, Anke Biological's parent company achieved a revenue of 910 million yuan, representing a year-on-year growth of 5.13%, with the bioproducts segment growing by 7.49%, laying a solid foundation for growth in the second half [2] Group 2: Product Sales Growth - The sales of Trastuzumab (brand name: Ansaiting) are expected to see significant year-on-year growth in 2025, with sales revenue projected to exceed 100 million yuan in 2024. The product has been in a rapid market introduction phase, and its sales volume has consistently increased [3] - Anke Biological received approval for a new specification of Trastuzumab (60mg/vial), which is anticipated to enhance sales growth due to product diversification. The sales revenue for Trastuzumab in the first half of 2025 increased by 298% year-on-year [3] Group 3: Traditional Product Recovery - The sales of Yuliangqing, a traditional Chinese medicine product, are expected to see significant year-on-year growth in the second half of 2025, following a recovery after a production suspension in 2024 [4] Group 4: Hormone Product Outlook - The sales of growth hormone water injections are projected to increase year-on-year in the second half of 2025, supported by a rise in new patient enrollments and a growing proportion of water injection revenue, which now exceeds 40% of the total growth hormone product revenue [5]

Core Viewpoint - Anke Bio's stock has experienced fluctuations, with a recent decline of 2.05% and a year-to-date increase of 19.41%, indicating volatility in investor sentiment and market performance [1][2]. Company Overview - Anhui Anke Bioengineering (Group) Co., Ltd. was established on September 28, 2000, and listed on October 30, 2009. The company specializes in research, development, production, and sales of biotechnological products, including cell engineering, gene engineering, gene testing, and precision medicine [1]. - The main revenue sources for Anke Bio are gene engineering drugs (88.24%), external patches (11.67%), and other supplementary products (0.09%) [1]. Financial Performance - For the first half of 2025, Anke Bio reported a revenue of 1.292 billion yuan, a year-on-year decrease of 0.51%, and a net profit attributable to shareholders of 367 million yuan, down 11.92% year-on-year [2]. - Since its A-share listing, Anke Bio has distributed a total of 2.662 billion yuan in dividends, with 1.252 billion yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, Anke Bio had 65,700 shareholders, a decrease of 2.17% from the previous period, with an average of 18,598 circulating shares per shareholder, an increase of 2.22% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 20.7916 million shares (an increase of 7.341 million shares), and other notable shareholders such as the China National Securities Bio-Medical Index A and the Southern CSI 1000 ETF [3].

10月16日，安科生物跌2.48%，成交额3.15亿元。两融数据显示，当日安科生物获融资买入额4852.75万 元，融资偿还4372.60万元，融资净买入480.16万元。截至10月16日，安科生物融资融券余额合计6.94亿 元。 分红方面，安科生物A股上市后累计派现26.62亿元。近三年，累计派现12.52亿元。 融资方面，安科生物当日融资买入4852.75万元。当前融资余额6.90亿元，占流通市值的4.07%，融资余 额超过近一年80%分位水平，处于高位。 机构持仓方面，截止2025年6月30日，安科生物十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股2079.16万股，相比上期增加734.10万股。招商国证生物医药指数A（161726）位居第五大 流通股东，持股1869.46万股，相比上期减少149.91万股。创新药（159992）位居第七大流通股东，持股 1102.64万股，相比上期减少366.99万股。南方中证1000ETF（512100）位居第九大流通股东，持股 1079.76万股，为新进股东。易方达创业板ETF（159915）、南方中证500ETF（510500）退出十大流通 股东 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688114 | 华大智造 | 68.57 | -2.93% | 5.24万 | 3.61亿 | | 300558 | 贝达药业 | 57.89 | -0.77% | 8.87万 | 5.11亿 | | 688271 | 联影医疗 | 148.36 | 0.38% | 4.90万 | 7.25亿 | | 688217 | 睿昂其因 | 27.98 | 0.39% | 9602.58 | 2691.07万 | | 000513 | 刚珠集团 | 37.91 | 0.50% | 6.60万 | 2.50亿 | | 300030 | 阳普医疗 | 7.67 | 0.52% | 6.27万 | 4822.78万 | | 300676 | 华大基因 | 48.55 | 0.77% | 3.67万 | 1.78亿 | | 002030 | 达安基因 | 6.42 | 0.94% | 14.04万 | 9001.16万 | | 300109 | 新开源 | + ...

格隆汇10月10日丨安科生物(300009.SZ)公布，收到国家药品监督管理局颁发的《药品补充申请批准通 知书》，公司注射用曲妥珠单抗（商品名：安赛汀）（简称"安赛汀"）新增60mg/瓶规格的补充申请获 得批准。安赛汀是公司根据《生物类似药研发与评价技术指导原则》等指导原则自主研发的单抗生物类 似药，用于治疗HER2阳性早期乳腺癌、HER2阳性转移性乳腺癌、HER2阳性转移性胃癌。 ...

证券代码：300009 证券简称：安科生物 公告编号：2025-054 安徽安科生物工程（集团）股份有限公司 关于注射用曲妥珠单抗新增规格的补充申请获批的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 安徽安科生物工程（集团）股份有限公司（以下简称"公司"）收到国家药 品监督管理局颁发的《药品补充申请批准通知书》，公司注射用曲妥珠单抗（商 品名：安赛汀）（以下简称"安赛汀"）新增 60mg/瓶规格的补充申请获得批准。 具体情况如下： 一、批准通知书基本内容 药品名称：注射用曲妥珠单抗 规 格：60mg/瓶 上市许可持有人：安徽安科生物工程（集团）股份有限公司 二、对公司的影响 安赛汀是公司根据《生物类似药研发与评价技术指导原则》等指导原则自主 研发的单抗生物类似药，用于治疗 HER2 阳性早期乳腺癌、HER2 阳性转移性乳 腺癌、HER2 阳性转移性胃癌。 本次安赛汀新增 60mg/瓶规格获批后，在临床上可以与 150mg/瓶的原规格 产品灵活组合，满足中国女性乳腺癌患者的临床用药需求，实现剂量灵活调整， 提升药物经济性，符合专家共识中"即配即用"的要求，优 ...

Core Insights - Anke Bio's stock price reached a peak of 10.50 yuan, with an increase of 2.1% [1] - The company's targeted therapy drug, Ansatin (Trastuzumab), is primarily used for HER2-positive breast cancer and gastric cancer, marking its first product in the oncology targeted drug sector [1] - Anke Bio anticipates sales revenue from Trastuzumab to exceed 100 million yuan in 2024, with a significant year-on-year growth expected in 2025 [1][3] Financial Performance - Anke Bio reported total revenue of 1.292 billion yuan for the first half of 2025, remaining stable compared to 1.299 billion yuan in 2024 [3] - The company's gross profit was approximately 988 million yuan, resulting in a gross margin of 76.45% [3] - Net profit attributable to the parent company was 367 million yuan, reflecting a year-on-year decline of 11.92%, attributed to investments in multiple new drug research pipelines [3] R&D Progress - Anke Bio has several clinical projects in various stages, including HuA21 injection in phase I, PA3-17 injection in phase I, and others in phase II and III [4][6] - The company is actively developing 13 new clinical drugs, indicating a robust pipeline for future growth [6]

2025年10月6日下午，诺贝尔生理学或医学奖授予调节性T细胞（Treg）研究领域的三位科学家，诺奖委 员会指出其发现"彻底改变了我们对免疫系统运作机制的理解"，揭示了Treg作为"免疫系统安全卫士"的 核心作用，为自身免疫病、癌症等治疗开辟新路径。这一突破正推动全球Treg疗法进入临床转化关键 期，而安科生物已通过前瞻合作深度布局该赛道。 诺奖成果的核心在于明确Treg的调控机制：坂口志文首次识别出具有免疫抑制功能的Treg亚群，布伦科 与拉姆斯德尔发现Foxp3基因为其功能主控基因，缺乏该基因会导致严重自身免疫反应。基于此，"Treg 疗法正被积极探索用于治疗糖尿病、类风湿关节炎等自身免疫病，也有望催生更成功的器官移植手术 等"。 安科生物的核心布局是与顶尖Treg研究力量深度绑定。公司2024年官方公告显示，已与郑颂国团队共同 设立合资公司合肥泰睿格安科生物技术有限公司，注册资本1亿元，郑颂国团队以专有技术作价6000万 元占股60%，该公司已完成工商注册。郑颂国教授为原美国俄亥俄州立大学教授、博士生导师，作 为"国际上诱导性调节T细胞发现者和奠基人"，长期深耕Treg发育机制，曾揭示"炎症环境下调控调 ...

（文章来源：证券日报） 证券日报网讯安科生物9月30日在互动平台回答投资者提问时表示，并购事项属于公司重大事项，请关 注公司披露的公告。 ...

Core Viewpoint - Anke Bio has been actively involved in the reproductive health sector for years, with a comprehensive product range from reproductive testing to therapeutic drugs, and aims to leverage a partnership with Baoji Pharmaceutical for market expansion [1] Group 1: Company Strategy - The company has established a dedicated reproductive and antiviral division to promote market segmentation and enhance product visibility [1] - A specialized team of over 300 members is in place to support the marketing efforts for the long-acting follicle-stimulating hormone once it is launched [1] Group 2: Product Development - The long-acting follicle-stimulating hormone is expected to generate significant revenue by the year 2026 [1] - The company is currently in the process of regulatory review for the long-acting growth hormone in collaboration with Weisheng Pharmaceutical [1] - The company anticipates that both the long-acting growth hormone and the long-acting follicle-stimulating hormone will quickly enter the market, providing new growth opportunities for its business performance [1]