证券代码：300149 证券简称：睿智医药 公告编号：2025-62 睿智医药科技股份有限公司 关于全资子公司与专业投资机构共同投资的公告 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。 一、与专业机构共同投资的概述 睿智医药科技股份有限公司（以下简称"公司"）全资子公司北海睿智创业 投资有限公司（以下简称"北海睿智"）与专业投资机构深圳市投控东海投资有 限公司（以下简称"投控东海"、"基金管理人"、"普通合伙人"、"执行事 务合伙人"）及其他有限合伙人深圳市罗湖产业促进合伙企业（有限合伙）签署 了《深圳市罗湖东海睿智医药产业合伙企业（有限合伙）合伙协议》，拟共同出 资设立深圳市罗湖东海睿智医药产业合伙企业（有限合伙）（暂定名，具体以企 业登记机关最终核准登记的名称为准，以下简称"合伙企业"或"基金"），全 体合伙人认缴出资总额为人民币 20,000 万元，其中北海睿智作为有限合伙人以 自有资金出资人民币 5,800 万元，占认缴出资总额的 29%。 本次投资事项已经公司第六届董事会第十一次会议审议通过，并授权公司管 理层办理本次投资相关事宜。本次投资事项在公 ...

一、进展情况 近日，上述全资子公司已完成工商登记及相关手续，并取得了广州市越秀区 市场监督管理局颁发的《营业执照》，相关登记信息如下： 名称：广东睿智医药投资有限公司 统一社会信用代码：91440104MAEUMUF74U 类型：有限责任公司（自然人投资或控股的法人独资） 证券代码：300149 证券简称：睿智医药 公告编号：2025-60 睿智医药科技股份有限公司 关于设立全资子公司进展暨完成工商登记的公告 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、 误导性陈述或重大遗漏。 睿智医药科技股份有限公司（以下简称"公司"）于 2025 年 6 月 9 日召开了 第六届董事会第八次会议，审议通过了《关于设立股权投资全资子公司的议案》， 根据公司战略安排，同意公司使用自有资金 1,000 万元在广州设立全资子公司广 州睿盈股权投资有限公司（暂定名，具体以市场监督管理部门最终核准登记名称 为准）。具体内容详见公司于 2025 年 6 月 11 日在巨潮资讯网（www.cninfo.com.cn） 上披露的《关于投资设立全资子公司的公告》（公告编号：2025-50）。 注册地址：广州市越秀区东风 ...

Group 1: Company Performance - In the first half of 2025, the company achieved a revenue of 5.34 billion yuan, representing a year-on-year growth of 14.75% [3] - The net profit attributable to shareholders reached 25.38 million yuan, with a significant year-on-year increase of 140.35% [3] - The company's gross margin has improved significantly, indicating a fundamental enhancement in its financial health [3] Group 2: Strategic Planning - The company is focusing on a "one-stop service platform" for drug development, promoting a full-package service model to reduce communication costs and enhance efficiency [3] - The integration of AI technology into drug research and development is a key strategy, with successful applications in multiple core business areas [3] - The company aims to leverage its technological service capabilities to fill critical gaps in the industry chain and foster collaborative ecosystems [3] Group 3: Market Expansion - Over 80% of the company's revenue comes from overseas clients, with approximately 20% from the Asia-Pacific region [4] - The company is actively expanding its presence in the Asia-Pacific market and enhancing its service capabilities in Europe and the US [4] - New modality drug business has seen a significant increase, with orders from XDC and peptides rising from 8% to 17% year-on-year [5] Group 4: Customer Strategy - The company aims to secure long-term contracts with multinational corporations (MNCs) while also empowering more biotech firms as long-tail customers [5] - The customer structure is primarily composed of small to medium biotech firms, with a trend of MNC clients returning [5] - The company is focusing on enhancing collaboration with MNCs to stabilize its customer base and performance [5] Group 5: Financial Goals and Milestones - The long-term strategic goal is to capture 1% of the global CXO market, which is valued at 1 trillion USD [7] - The company targets a revenue increase to 2.5 billion yuan and a net profit of no less than 200 million yuan by 2027 [7] - Key milestones for the upcoming year include enhancing full-package services, establishing laboratories in Boston and the UK, and improving overall service capabilities [8]

人民财讯9月3日电，企查查APP显示，近日，广东睿智医药（300149）投资有限公司成立，注册资本 1000万元，经营范围包含：人工智能公共服务平台技术咨询服务；信息技术咨询服务；信息咨询服务 (不含许可类信息咨询服务)等。企查查股权穿透显示，该公司由睿智医药全资持股。 ...

Core Insights - The strategic cooperation between Ruizhi Pharmaceutical and Haiyou Biological was officially established on August 29, focusing on the development of small nucleic acid drugs and innovative delivery technologies [1] Company Summary - Ruizhi Pharmaceutical (300149) and Haiyou Biological will leverage their strengths in small nucleic acid drug research and innovative delivery technology [1] - The collaboration aims to enhance the development and upgrade of new delivery systems, specifically targeting extrahepatic delivery [1] Industry Summary - The partnership is positioned at the forefront of the industry, aiming to expand the application boundaries of small nucleic acid drugs [1] - The initiative is expected to bring more possibilities for the treatment of extrahepatic tissue diseases [1]

Core Insights - The company, Ruizhi Pharmaceutical, reported a significant increase in revenue and net profit for the first half of 2025, with total revenue reaching 534 million yuan, a year-on-year increase of 14.75%, and a net profit of 25.38 million yuan, up 140.35% compared to the previous year [1] Financial Performance - Total revenue for the first half of 2025 was 534 million yuan, compared to 465 million yuan in the same period of 2024, reflecting a growth of 14.75% [1] - The net profit for the first half of 2025 was 25.38 million yuan, a significant turnaround from a loss of 62.91 million yuan in the previous year, marking a 140.35% increase [1] - The gross profit margin improved to 29.01%, up 77.98% year-on-year, while the net profit margin reached 4.75%, an increase of 135.07% [1] - The total of selling, administrative, and financial expenses was 108 million yuan, accounting for 20.19% of revenue, a decrease of 6.51% from the previous year [1] Operational Improvements - The company has implemented management system optimizations and established a more stable and efficient organizational structure, enhancing collaboration across departments [3] - A significant restructuring of the business development (BD) team has occurred, expanding the team size from over 10 to nearly 30, with a focus on international markets, particularly in the U.S. and Europe [3][4] - The strategic focus has shifted to a "full-package service" model, enhancing the company's ability to provide comprehensive research and development solutions, thereby improving operational efficiency and competitive advantage in the CRO market [4]

Core Viewpoint - Ruizhi Pharmaceutical has successfully turned around its financial performance in the first half of 2025, achieving a revenue of 534 million yuan, a year-on-year increase of 14.75%, and a net profit of 25.38 million yuan, compared to a loss of 62.91 million yuan in the same period last year, marking a significant turnaround with a growth rate of 140.35% [1][2][8] Financial Performance - The company's gross profit margin improved significantly from 16.30% to 29.01%, an increase of 12.71 percentage points, indicating enhanced operational efficiency and cost control [2][3] - In Q2 2025, the company reported a revenue of 273 million yuan, up 18.2% year-on-year, and a net profit of 18.74 million yuan, reflecting a substantial quarter-on-quarter growth of 182% [3][4] Business Segments - The large molecule business segment saw remarkable growth of 54.68%, reaching 105 million yuan, driven by increased demand in areas such as ADC (antibody-drug conjugates) and bispecific antibodies [4][6] - The pharmacokinetics and pharmacodynamics segment generated 293 million yuan, a year-on-year increase of 13.44%, with the number of clients growing to 475 [4][6] - The chemical business segment's revenue remained stable at 131 million yuan, primarily due to intense competition and a shift of some clients towards biopharmaceuticals [4][6] Strategic Initiatives - Under the leadership of WOO SWEE LIAN, the company has restructured its organization and refocused its strategic priorities, enhancing its "full-package service" model to provide more efficient drug development solutions [6][7] - The company has established several strategic partnerships, including a ten-year collaboration with Saint No Pharmaceuticals to advance small nucleic acid drug development, leveraging each other's strengths [7][8] - The company is expanding its global presence, particularly in the U.S. and Europe, by increasing its business development team and participating in industry conferences [7][8] Industry Context - The global CRO market is experiencing a growth rate of approximately 8.5%, while the Chinese CRO market, although still in double digits, has shown signs of slowing compared to previous years [1][6] - Other CRO companies have also reported positive performance, indicating a broader recovery in the industry, with WuXi AppTec achieving a revenue of 20.8 billion yuan, up 20.64% year-on-year [7][8]

Group 1 - The A-share market saw a significant rise in CRO concept stocks, with notable increases in share prices for several companies [1] - Haoyuan Pharmaceutical experienced a rise of over 15%, while Chengdu XianDao and MeidiXi saw increases of over 11% and 10% respectively [1] - Other companies such as Bid Pharma, Boteng Co., and WuXi AppTec also reported gains exceeding 7% [1] Group 2 - The following table summarizes the performance of key CRO stocks, including their percentage increase, total market capitalization, and year-to-date performance [2] - Haoyuan Pharmaceutical: +15.19%, Market Cap: 14.7 billion, YTD: +95.07% - Chengdu XianDao: +11.02%, Market Cap: 10.7 billion, YTD: +116.70% - MeidiXi: +10.54%, Market Cap: 8.75 billion, YTD: +115.91% - Bid Pharma: +8.39%, Market Cap: 5.99 billion, YTD: +36.61% - Boteng Co.: +7.51%, Market Cap: 13.6 billion, YTD: +58.02% - WuXi AppTec: +7.43%, Market Cap: 303.4 billion, YTD: +90.82% - Sunshine Nuohe: +6.32%, Market Cap: 8.46 billion, YTD: +100.86% - Baicheng Pharmaceutical: +4.97%, Market Cap: 6.29 billion, YTD: +51.90% - Kailai Ying: +4.49%, Market Cap: 39 billion, YTD: +43.98% - NuoSiGe: +4.35%, Market Cap: 5.19 billion, YTD: +7.82% [2]

智通财经APP讯，睿智医药(300149.SZ)发布2025年半年度报告，该公司营业收入为5.34亿元，同比增长 14.75%。归属于上市公司股东的净利润为2538.21万元。归属于上市公司股东的扣除非经常性损益的净 利润为679.23万元。基本每股收益为0.051元。 ...

智通财经APP讯，睿智医药(300149.SZ)发布2025年半年度报告，该公司营业收入为5.34亿元，同比增长 14.75%。归属于上市公司股东的净利润为2538.21万元。归属于上市公司股东的扣除非经常性损益的净 利润为679.23万元。基本每股收益为0.051元。 ...