投资者您好！2025 年三季度医药行业整体业绩受到宏观经济形势、 政策调控、市场需求波动等多种因素的综合影响，不同企业也会因自身 的业务布局、产品结构、运营管理等方面的差异而呈现出不同的业绩情 况。我们一直持续关注行业动态和其他企业的发展状况，建议您可以通 过上市公司定期报告、专业的行业研究报告、财经媒体等渠道获取更全 面和准确的内容。同时，我们也会聚焦自身业务发展，努力提升公司的 业绩和竞争力，为广大投资者创造价值。 谢谢！ 编号：2025-002 投资者关系 活动类别 □特定对象调研 □分析师会议 □媒体采访 ☑ 业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） | 参与单位名称及 人员姓名 | 参与 2025 年上海辖区上市公司三季报集体业绩说明会的广大投资者 | | --- | --- | | 时 间 | 2025 年 11 月 13 日 下午 15:00-16：30 | | 地 点 | 上证路演中心（https://roadshow.sseinfo.com/） | | | 1.总经理周迎宾先生 | | 上市公司接待人 | 2.董事会秘书任立旺先生 | | 员姓名 ...

Group 1 - Longjian Co., Ltd. won a bid for a highway maintenance project in Heilongjiang with a contract value of 483 million yuan, accounting for 2.64% of the company's expected revenue for 2024 [1] - Transsion Holdings plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [1] - Good Home's controlling shareholder intends to reduce its stake by up to 2.7%, equivalent to no more than 39.4468 million shares [1][2] Group 2 - Xinhua Insurance reported a cumulative premium income of 181.973 billion yuan from January to October, representing a year-on-year growth of 17% [2][4] - Zhejiang Jiaokao is part of a consortium that plans to bid for a new urbanization project with an estimated total investment of 11.103 billion yuan [4] Group 3 - Changchun High-tech received approval for clinical trials of a vaccine for adolescents and adults [6] - XinNuoWei's application for the listing of Pertuzumab injection has been accepted, targeting HER2-positive breast cancer [8] - Dash Smart won a bid for an intelligent project at the new Huanggang Port inspection building, valued at 55.056 million yuan, which is 1.74% of its expected revenue for 2024 [8] Group 4 - Electronic City is involved in a lawsuit for debt recovery, with the amount in dispute estimated at 777 million yuan [9] - Haibo Technology signed a strategic cooperation agreement with CATL for a cumulative procurement of no less than 200 GWh of electricity from 2026 to 2028 [10] Group 5 - Renfu Pharmaceutical's HW231019 tablets have entered the second phase of clinical trials for postoperative pain relief [11] - Tonghua Dongbao received a drug registration certificate for Aspart Insulin injection from the Dominican Republic [11] Group 6 - Shaanxi Construction reported winning major projects worth a total of 1.016 billion yuan in October [12] - Fuzhou Environmental Protection plans to change its stock name to "Fuzhou Technology" [12] Group 7 - Panlong Pharmaceutical's gel patch for knee osteoarthritis has received approval for clinical trials [15] - Zhongyida's application for a specific stock issuance has been terminated by the Shanghai Stock Exchange [16] Group 8 - Zhizhong Home's controlling shareholder reduced its holdings of convertible bonds by 905,000 units, accounting for 13.51% of the total issued [19] - Haibo Co., Ltd. plans to establish a subsidiary with an investment of 1 billion yuan for high-end component projects [21] Group 9 - Caina Co. plans to use 57 million yuan of idle funds to purchase structured deposits [23] - Zhendong Pharmaceutical's new drug for acute ischemic stroke has entered the IIa phase of clinical trials [25] Group 10 - Weiman Sealing's overseas subsidiary plans to lease a factory in Saudi Arabia for 5 years at a total rent of approximately 54.039 million yuan [26] - Yiling Pharmaceutical's application for Memantine Hydrochloride has been approved for market entry [28] Group 11 - Dongfang Zhizao plans to acquire 70% of Saifu Machinery for 27.4887 million yuan [30] - JianKai Technology's actual controller intends to transfer 3% of the company's shares through inquiry [31] Group 12 - Rejing Bio plans to repurchase shares worth between 100 million and 200 million yuan [32] - Bangji Technology has decided to terminate a major asset restructuring project due to failure to reach an agreement [34] Group 13 - Huadong Pharmaceutical's application for the marketing license of a new drug has been accepted [36] - Zhonggu Logistics' shareholder plans to reduce its stake by up to 3% [38] Group 14 - Bohui Innovation's subsidiary received approval for a clinical trial of a vaccine for invasive infections [40] - Shannon Chip's shareholder pledged 0.27% of the company's shares for financing [42] Group 15 - Shanghai Petrochemical appointed a new general manager [44] - Jiaojian Co. plans to reduce the holdings of some directors and executives by up to 0.35% [46] Group 16 - Weiting Electric plans to raise no more than 300 million yuan through a private placement [47] - Zhongjin Irradiation plans to invest approximately 200 million yuan in an electronic accelerator manufacturing project [49] Group 17 - Tongxing Technology signed a framework agreement to invest 3.2 billion yuan in a sodium battery project [50] - Hongri Da plans to establish a subsidiary focused on semiconductor packaging [51] Group 18 - Shanghai Kaibao's new drug for acute ischemic stroke has received approval for clinical trials [53] - Yitong Century announced a change in its control structure, becoming a company without a controlling shareholder [55]

分红方面，上海凯宝A股上市后累计派现15.21亿元。近三年，累计派现2.72亿元。 资料显示，上海凯宝药业股份有限公司位于上海市工业综合开发区程普路88号，成立日期2000年4月12 日，上市日期2010年1月8日，公司主营业务涉及现代中药研发、生产、销售。主营业务收入构成为：针 剂92.86%，胶囊剂5.68%，片剂1.18%，其他(补充)0.16%，其他产品0.12%。 截至9月30日，上海凯宝股东户数4.93万，较上期减少6.04%；人均流通股18586股，较上期增加6.43%。 2025年1月-9月，上海凯宝实现营业收入8.19亿元，同比减少26.95%；归母净利润1.87亿元，同比减少 13.83%。 11月11日，上海凯宝涨1.09%，成交额1.75亿元。两融数据显示，当日上海凯宝获融资买入额3590.31万 元，融资偿还2728.34万元，融资净买入861.97万元。截至11月11日，上海凯宝融资融券余额合计3.62亿 元。 融资方面，上海凯宝当日融资买入3590.31万元。当前融资余额3.61亿元，占流通市值的5.30%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，上海凯宝11月 ...

分组1 - Midea Group announced a cash dividend distribution plan for the 2025 mid-term A-shares, distributing 5 yuan per 10 shares, totaling 3.448 billion yuan [1] - Huayuan Communication is planning a change in control and will suspend trading of its stock starting November 12, 2025, for up to two trading days [2] - Shangwei New Materials reported a significant stock price increase of 1573.52% from July 9 to November 11, 2025, but its new intelligent robot business is still in the development stage and has not generated revenue [3] 分组2 - Shannon Chip announced that shareholder Shenzhen Xinlianpu pledged 1.27 million shares, accounting for 5.55% of its holdings and 0.27% of the total share capital [4] - Tianji Co., Ltd. reported that its controlling shareholder pledged 39.965 million shares for its own production and operation, representing 64.79% of its holdings and 7.97% of the total share capital [5] - ST Zhengping completed its stock trading situation review and will resume trading on November 12, 2025, with no significant changes in its production and operation [6] 分组3 - Furi Co. reported that its subsidiary Furi New Energy is facing risks of losses despite a 47.78% year-on-year increase in revenue to 168.3981 million yuan for the first three quarters of 2025 [7] - Wentai Technology announced that major shareholders reduced their holdings by 12.4443 million shares, completing the reduction plan [8] 分组4 - Anke Biotech signed a framework agreement for exclusive agency of PA3-17 injection, a CAR-T cell therapy product, in Greater China [9] - Tongxing Technology plans to invest approximately 3.2 billion yuan in a project to produce 100,000 tons of sodium-ion battery cathode materials and 6 GWh of battery cells [10] - Redik plans to establish a joint venture for the development of robotic components, with a registered capital of 100 million yuan [11] 分组5 - Haike New Source signed a strategic cooperation agreement with Kunlun New Materials for the purchase of 596,200 tons of electrolyte solvent over three years [12] - World announced that its diamond micro-drill products for PCB processing are still in the R&D phase and have not generated revenue [13] 分组6 - Xiamen Airport reported a 1.56% year-on-year increase in passenger throughput for October [14] - New City Holdings reported a 7.65% year-on-year increase in total commercial operating revenue for October [15] - Huadong Holdings announced a 0.65% year-on-year decrease in pig sales revenue for October [15] 分组7 - Keykai Technology's controlling shareholder plans to transfer 3% of its shares [15] - Zhongyou Engineering won a joint bid for a project worth approximately 3 billion yuan in Kazakhstan [15] - Weiteng Electric plans to raise no more than 300 million yuan through a private placement for smart manufacturing projects [15]

分组1 - Midea Group announced a cash dividend distribution plan for the 2025 interim A-shares, proposing a payout of 5 yuan for every 10 shares, totaling 3.448 billion yuan [2] - Huayuan Communication is planning a change in control and will suspend trading of its stock starting November 12, 2025, for up to two trading days [3] - Shangwei New Materials reported a significant stock price increase of 1573.52% from July 9 to November 11, 2025, but its new intelligent robot business is still in the product development stage and has not yet generated revenue [4] 分组2 - Shannon Chip announced that shareholder Shenzhen Xinlianpu has pledged 1.27 million shares, accounting for 5.55% of its holdings and 0.27% of the total share capital, for financing purposes [5] - Tianji Co., Ltd. disclosed that its controlling shareholder has pledged 39.965 million shares for its own production and operation, representing 64.79% of its holdings and 7.97% of the total share capital [6] - ST Zhengping completed its stock trading situation review and will resume trading on November 12, 2025, with no significant changes in its production and operation [7] 分组3 - Furi Co., Ltd. reported that its subsidiary Furi New Energy is facing a risk of losses despite a 47.78% year-on-year increase in revenue to 168.3981 million yuan for the first three quarters of 2025 [8] - Wentai Technology announced that major shareholders have reduced their holdings by 12.4443 million shares, completing the reduction plan [9] - Anke Biotech signed a framework agreement for exclusive agency of the PA3-17 injection product in Greater China, which is a CAR-T cell therapy for certain cancers [10] 分组4 - Tongxing Technology plans to invest approximately 3.2 billion yuan in a project to produce 100,000 tons of sodium-ion battery cathode materials and 6GWh battery cells [11] - Redick is collaborating with Aoyi Technology to establish a joint venture for the development of robotic components, with a registered capital of 100 million yuan [12] - Haike New Source signed a strategic cooperation agreement with Kunlun New Materials for the purchase of 596,200 tons of electrolyte solvent over a two-year period [13] 分组5 - World announced that its diamond micro-drills for PCB processing are still in the research and testing phase, with limited revenue impact [14][15] - Huadong Holdings reported a 0.65% year-on-year decline in pig sales revenue for October [16] - Keykai Technology's controlling shareholder plans to transfer 3% of its shares through an inquiry [17]

Company Announcements - *ST Zhengping has completed the stock suspension review and will resume trading on November 12, confirming normal production and operation without significant changes [1] - Upwind New Materials is in the product development stage for its embodied intelligent robot business, which has not yet achieved mass production or revenue generation [2] - Shannon Chip Innovation's fourth largest shareholder, Shenzhen Xinlianpu, has pledged 1.27 million shares for financing purposes [3] - Qing Shui Yuan's phosphorus trichloride products are primarily used in the production of water treatment agents [4] - Midea Group announced a cash dividend plan of 5 yuan per 10 shares, totaling 3.448 billion yuan, with the record date on November 17 [4] - Huiyuan Communication is planning a change of control, leading to a stock suspension starting November 12 [5] - Shen Gong Co. has clarified that some research reports on its performance forecasts represent only analysts' personal views [6] - World is developing diamond micro-drills for PCB processing, which are still in the R&D phase [6] - Haike New Source has signed an agreement with Kunlun New Materials for the purchase of 596,200 tons of electrolyte solvent [7] - Tongxing Technology plans to invest 3.2 billion yuan in a project to produce 100,000 tons of sodium battery cathode materials and 6 GWh battery cells [8] Investments & Contracts - Zhongjin Irradiation is investing 200 million yuan to build an electronic accelerator intelligent manufacturing project [10] - Hongri Da is collaborating with Te Du Technology and Hongke Tongchuang to establish a joint venture for semiconductor packaging [10] Shareholding Changes - Jian Kai Technology's controlling shareholder Xuanzhao plans to transfer 3% of its shares through a pricing inquiry [12] - Yue Wannianqing's shareholder Hehe Investment intends to reduce its stake by up to 3% [14] Financing & Capital Increase - Weiteng Electric plans to raise up to 300 million yuan through a private placement for various manufacturing projects [22] Other Developments - Zhifei Biological has received approval for clinical trials of a vaccine for adolescents and adults [23] - Shanghai Kaibao has obtained approval for clinical trials of a drug for acute ischemic stroke [24]

格隆汇11月11日丨上海凯宝(300039.SZ)公布，近日获得国家药品监督管理局签发的《药物临床试验批 准通知书》，药品名称：KBZ24020。KBZ24020处方源于临床经验方。功能主治为清热泻火，化痰降 浊。用于治疗急性缺血性卒中痰热证，证见半身不遂、肢体麻木，头晕目眩、心烦不寐、口气重、口中 粘痰、舌苔黄、大便干或不畅而臭秽。 ...

每经AI快讯，上海凯宝（SZ 300039，收盘价：6.51元）11月11日晚间发布公告称，上海凯宝药业股份 有限公司关于公司获得《药物临床试验批准通知书》的公告。药品名称：KBZ24020，注册分类：中药 1.1类。审批结论：根据《中华人民共和国药品管理法》及有关规定，经审查，2025年8月25日受理的 KBZ24020临床试验申请符合药品注册的有关要求，在进一步完善临床试验方案的基础上，同意开展用 于急性缺血性脑卒中的临床试验 2024年1至12月份，上海凯宝的营业收入构成为：工业占比99.87%，其他业务占比0.13%。 每经头条（nbdtoutiao）——谁在替王家卫写《繁花》？揭秘影视剧本层层转包"枪手链" （记者 胡玲） 截至发稿，上海凯宝市值为68亿元。 ...

上海凯宝（300039）(300039.SZ)发布公告，公司于近日获得国家药品监督管理局签发的《药物临床试 验批准通知书》，经审查，2025年8月25日受理的KBZ24020临床试验申请符合药品注册的有关要求，在 进一步完善临床试验方案的基础上，同意开展用于急性缺血性脑卒中的临床试验。 KBZ24020处方源于临床经验方。功能主治为清热泻火，化痰降浊。用于治疗急性缺血性卒中痰热证， 证见半身不遂、肢体麻木，头晕目眩、心烦不寐、口气重、口中粘痰、舌苔黄、大便干或不畅而臭秽。 ...

KBZ24020处方源于临床经验方。功能主治为清热泻火，化痰降浊。用于治疗急性缺血性卒中痰热证， 证见半身不遂、肢体麻木，头晕目眩、心烦不寐、口气重、口中粘痰、舌苔黄、大便干或不畅而臭秽。 智通财经APP讯，上海凯宝(300039.SZ)发布公告，公司于近日获得国家药品监督管理局签发的《药物临 床试验批准通知书》，经审查，2025年8月25日受理的KBZ24020临床试验申请符合药品注册的有关要 求，在进一步完善临床试验方案的基础上，同意开展用于急性缺血性脑卒中的临床试验。 ...