（文章来源：证券日报） 证券日报网讯 2月26日，舒泰神在互动平台回答投资者提问时表示，公司正按照发补通知要求组织相关 部门落实并尽快补充提交相关材料，继续推进注射用STSP-0601附条件批准上市工作。 ...

Policy Developments - The National Health Commission and 10 other departments jointly issued the "National Basic Drug Directory Management Measures," which revises six key areas, including legal policy basis, directory structure optimization, management mechanism improvement, emphasis on clinical value, dynamic adjustment mechanism, and monitoring and evaluation enhancement [1][2]. Drug and Device Approvals - Hengrui Medicine announced that its injection of Rukang Qutuzumab has been included in the list of breakthrough therapy varieties, marking the 10th indication for this drug, aimed at treating locally advanced or metastatic non-small cell lung cancer patients with HER2 mutations [3]. - Shanghai Pharmaceuticals received approval for the listing application of the raw material drug Tamsulosin Hydrochloride, which is used for treating benign prostatic hyperplasia, with an investment of approximately RMB 1.5 million in its development [4]. Financial Reports - WuXi Biologics expects a 46.3% year-on-year increase in net profit for the full year 2025, projecting revenues of approximately RMB 21.79 billion and an adjusted net profit of about RMB 6.59 billion [5]. - Eucare Pharmaceuticals reported a 48.21% decline in net profit for 2025, with revenues of RMB 334 million, reflecting a 7.73% increase [6]. Capital Markets - Watson Bio plans to invest RMB 450 million to establish a biological industry investment fund with a target size of RMB 1 billion, focusing on synthetic biology and related sectors [7]. - Hite Bio intends to acquire a 23.08% stake in Beijing Shadong for RMB 62.02 million, increasing its ownership to 98.84% [8]. - Duorui Pharmaceuticals announced a partial tender offer to acquire 24.30% of its shares at a price of RMB 32.07 per share [9]. Industry Events - China's first C909 "airplane hospital" successfully completed its first in-flight surgery in Laos, providing medical services to over 600 patients since its launch [10]. - Researchers revealed the key mechanism of the "weight loss miracle drug" Semaglutide, showing its significant cartilage protection effects independent of weight loss, providing new drug development targets for metabolic osteoarthritis [11]. Public Sentiment Alerts - Shuyou Shen announced that its major shareholder, Xiangtang Group, has cumulatively reduced its holdings by 4.78 million shares, accounting for 1% of the total share capital [12].

（文章来源：证券日报） 证券日报网讯 2月11日，舒泰神发布公告称，公司原持股5%以上股东香塘集团通过大宗交易于2025年 12月12日至2026年2月10日合计减持477.77万股，占总股本1%，减持计划已实施完毕，香塘集团及其一 致行动人合计持股比例降至4.69%。 ...

证券代码：300204 证券简称：舒泰神 公告编号：2026-003 舒泰神（北京）生物制药股份有限公司 舒泰神（北京）生物制药股份有限公司（以下简称"公司"或"舒泰神"） 于 2025 年 11 月 05 日披露了《关于持股 5%以上股东减持股份的预披露公告》（公 告编号 2025-076），香塘集团有限公司（以下简称"香塘集团"）计划在本减持计 划公告披露之日起 15 个交易日后的 3 个月内，即 2025 年 11 月 27 日至 2026 年 02 月 26 日期间（法律法规规定的窗口期不减持），通过证券交易所以大宗交易 方式减持股份合计不超过 477.77 万股，占公司有表决权总股本的 1%。若计划减 持期间公司有送股、配股、资本公积金转增股本等股份变动事项，则对上述股份 减持数量进行相应调整。 2025 年 12 月 29 日，公司披露了《关于持股 5%以上股东及其一致行动人减 持至 5%以下暨权益变动的提示性公告》（公告编号：2025-085）。 近日，公司收到香塘集团的告知函，香塘集团本次减持计划实施完毕。根据 《上市公司股东减持股份管理暂行办法》、《深圳证券交易所上市公司自律监管指 引第 1 ...

持股5%以上股东香塘集团于2025年11月至12月连续减持，包括2025年12月26日减持后持股比例降至5% 以下。该股东在两个月内发起多轮减持，市场担忧其可能进一步影响股价稳定性和公司治理信心。 产品研发进展 经济观察网根据公开信息，舒泰神（300204）在2026年初有以下值得关注的事件动态，主要涉及资本运 作、业绩表现、研发进展和股东行为等方面。这些事件基于公司公告和媒体报道整理，具体时间节点和 细节请以官方披露为准。 定增股票 舒泰神于2025年10月披露新一轮定增方案，计划募资不超过12.53亿元(其中8.83亿元用于创新药物研 发，3.7亿元补充流动资金)，该方案已获深交所受理。这是公司自2020年以来第四次推出定增，前三次 均终止，本次规模为上市以来最大，其审批结果可能对公司研发资金链产生重要影响。 业绩经营情况 2026年1月28日，公司发布2025年业绩预告，预计归属于上市公司股东的净利润为-8,532.76万元 至-6,981.35万元，亏损主要受核心产品舒泰清收入下降拖累，而苏肽生销量略有增长。正式年报预计在 2026年4月前披露，需关注实际亏损幅度及现金流改善情况。 股东减持 2025 ...

证券日报网讯2月10日，舒泰神（300204）在互动平台回答投资者提问时表示，公司2025年度向特定对 象发行股票事项正在有序推进中，发行定价基准日及发行价格都尚未确定。 ...

证券日报网讯 2月9日，舒泰神在互动平台回答投资者提问时表示，公司高度重视与投资者的交流，并 严格遵守信息披露相关规定，确保披露的信息真实、准确、完整。基于法规的要求，公司在互动平台上 回复时，需以已公开披露的信息为依据，避免发布未公开的重大信息，亦不得使用可能误导投资者的表 述。因此，对于已在公告或公开信息中披露的内容，公司会尽力协助说明；对于尚未达到披露标准或仍 在推进中的事项，公司将根据进展情况，依法依规及时履行信息披露义务。公司将持续通过法定渠道及 时传递公司动态。 （编辑 袁冠琳） ...

截至发稿，王睿累计任职时间10年286天，现任基金资产总规模57.19亿元，任职期间最佳基金回报 253.09%， 任职期间最差基金回报-32.84%。 朱慧灵累计任职时间311天，现任基金资产总规模2.42亿元，任职期间最佳基金回报5.19%， 任职期间 最差基金回报5.1%。 从基金十大重仓股角度 数据显示，中信保诚基金旗下1只基金重仓舒泰神。中信保诚至瑞混合A（003432）四季度增持6万股， 持有股数35.5万股，占基金净值比例为4%，位居第六大重仓股。根据测算，今日浮盈赚取约55.03万 元。连续3天上涨期间浮盈赚取90.17万元。 中信保诚至瑞混合A（003432）成立日期2016年10月21日，最新规模1.34亿。今年以来收益0.45%，同 类排名7442/8873；近一年收益5.69%，同类排名7141/8123；成立以来收益70.61%。 中信保诚至瑞混合A（003432）基金经理为王睿、朱慧灵。 2月6日，舒泰神涨5.65%，截至发稿，报29.00元/股，成交4.37亿元，换手率3.45%，总市值138.55亿 元。舒泰神股价已经连续3天上涨，区间累计涨幅10.2%。 资料显示，舒泰神(北 ...

Group 1 - The core index of the biotechnology sector, the Biotechnology Index (970038), closed at 2197.03 points, reflecting a 0.91% increase with a trading volume of 21.69 billion and a turnover rate of 2.07% [1] - Among the constituent stocks of the Biotechnology Index, 40 stocks experienced an increase, with Shutai Shen leading the gain at 4.14%, while 10 stocks saw a decline, with Deep Technology leading the drop at 5.09% [1] Group 2 - In terms of capital flow, the Biotechnology Index's constituent stocks experienced a net outflow of 352 million from major funds, while retail funds saw a net outflow of 11.73 million [2] - Conversely, there was a net inflow of 364 million from speculative funds into the Biotechnology Index [2]

Market Overview - The chemical pharmaceutical sector increased by 0.76% on February 4, with Guangshantang leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Top Gainers in Chemical Pharmaceutical Sector - Guangshantang (300436) closed at 116.01, up 7.50% with a trading volume of 144,300 shares and a transaction value of 16.55 billion [1] - Xinlitai (002294) closed at 48.15, up 4.27% with a trading volume of 118,000 shares and a transaction value of 564 million [1] - Zehao Pharmaceutical (688266) closed at 90.30, up 4.19% with a trading volume of 31,500 shares and a transaction value of 280 million [1] - Other notable gainers include Puluo Pharmaceutical (000739) and Shutaishen (300204), with increases of 4.17% and 4.14% respectively [1] Top Losers in Chemical Pharmaceutical Sector - Xinnoway (300765) closed at 35.80, down 3.79% with a trading volume of 126,300 shares [2] - Tonghua Jinma (000766) closed at 23.57, down 3.72% with a trading volume of 352,100 shares and a transaction value of 814 million [2] - Changshan Pharmaceutical (300255) closed at 48.63, down 3.09% with a trading volume of 246,200 shares and a transaction value of 1.186 billion [2] Capital Flow Analysis - The chemical pharmaceutical sector saw a net inflow of 39.83 million from institutional investors, while retail investors experienced a net outflow of 190 million [2][3] - Notable net inflows from institutional investors include ST Renfu (600079) with 123 million and Guangshantang (300436) with 110 million [3] - Retail investors showed significant outflows from ST Renfu (600079) and Guangshantang (300436), with outflows of 71.99 million and 86.96 million respectively [3]