（编辑 楚丽君） 证券日报网讯 9月5日晚间，舒泰神发布公告称，持股5%以上股东香塘集团有限公司将其所持有的部分 股份解除质押，本次解除质押股数为250万股，占其所持股份比例6.81%，占公司总股本比例0.52%，质 权人为中国农业银行股份有限公司太仓分行。 ...

证券代码：300204 证券简称：舒泰神 公告编号：2025-052 | 苏州香塘同 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 轩科技有限 | | 4.5067 | 0.01% | 0 | 0% | 0% | 0 | 0% | 0 | 0% | | 公司 | | | | | | | | | | | | 合 | 计 | 3,674.0075 | 7.69% | 3,005.0000 | 81.89% | 6.29% | - | - | - | - | 三、备查文件 舒泰神（北京）生物制药股份有限公司 关于股东部分股份解除质押的公告 持股 5%以上股东香塘集团有限公司保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏 舒泰神（北京）生物制药股份有限公司（以下简称"本公司"或"舒泰神"） 近日接到持股 5%以上股东香塘集团有限公司（以下简称"香塘集团 ...

创新药概念股盘中走低，舒泰神、前沿生物跌超10%，福元医药跌停，百花医药、亚太药业、万邦德、 百利天恒、睿智医药等多股跌超5%。 ...

Market Overview - The chemical pharmaceutical sector experienced a decline of 0.89% on September 2, with Shuyatian leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the chemical pharmaceutical sector included: - Ziji Shenzhou (688235) with a closing price of 324.85, up 8.28% [1] - Mengke Pharmaceutical (688373) at 8.26, up 8.12% [1] - Haichen Pharmaceutical (300584) at 68.49, up 7.22% [1] - Other significant performers included: - Beilu Pharmaceutical (300016) at 10.78, up 6.94% [1] - Warner Pharmaceutical (688799) at 56.73, up 5.56% [1] Capital Flow - The chemical pharmaceutical sector saw a net outflow of 3.388 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.034 billion yuan [4] - Key stocks with notable capital flows included: - Baijishenzhou (688235) with a net inflow of 1.56 billion yuan from institutional investors [4] - Beilu Pharmaceutical (300016) with a net outflow of 41.53 million yuan from retail investors [4] ETF Information - The Huaxia Sci-Tech 100 ETF (product code: 588800) tracks the Shanghai Stock Exchange Sci-Tech 100 Index and has seen a 4.38% change over the last five days [6] - The current PE ratio stands at 231.01, with a recent reduction in shares by 65 million, indicating a net outflow of 782,000 yuan from institutional investors [6]

Group 1 - The core viewpoint of the article highlights significant changes in fund holdings across various sectors, with notable increases in the pharmaceutical, banking, and electronics sectors, while the power equipment, food and beverage, and coal sectors experienced declines [1] - As of the end of the reporting period, the largest three sectors by fund holding scale are electronics, pharmaceuticals, and power equipment [1] - Individual stocks that saw the highest increase in fund holding as a percentage of circulating market value include Shutai Shen, Anglikang, and Weichai Heavy Industry [1] Group 2 - In terms of fund holding market value growth, Guotai Haitong, Shenghong Technology, and Zijin Mining lead the rankings [1] - The concentration of fund holdings is highest in Nocera Health, Maolai Optics, and Dekeli, while the top three in terms of fund holding market value are Ningde Times, Kweichow Moutai, and China Merchants Bank [1]

Core Viewpoint - The stock of Shuyou Shen has experienced significant fluctuations, with a year-to-date increase of 587.45%, but a recent decline in the last five and twenty trading days [1][2]. Group 1: Stock Performance - As of August 29, Shuyou Shen's stock price was 50.94 CNY per share, with a market capitalization of 24.338 billion CNY [1]. - The stock has seen a trading volume of 3.21 billion CNY, with a turnover rate of 1.36% [1]. - Year-to-date, the stock has risen by 587.45%, but has decreased by 2.99% in the last five trading days and 2.17% in the last twenty trading days [1]. Group 2: Financial Performance - For the first half of 2025, Shuyou Shen reported a revenue of 126 million CNY, a year-on-year decrease of 31.14% [2]. - The net profit attributable to shareholders was -24.636 million CNY, representing a year-on-year decrease of 619.70% [2]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 29.20% to 31,700 [2]. - The average number of circulating shares per shareholder decreased by 22.60% to 14,327 shares [2]. - The company has cumulatively distributed 771 million CNY in dividends since its A-share listing, with no dividends distributed in the last three years [3]. Group 4: Institutional Holdings - As of June 30, 2025, several new institutional shareholders have emerged among the top ten circulating shareholders, including: - Xingquan Helun Mixed A (163406) as the third-largest shareholder with 15.721 million shares [3]. - Xingquan Commercial Model Mixed (LOF) A (163415) as the fifth-largest shareholder with 8.805 million shares [3]. - Other new shareholders include Xingquan New Vision and Yongying Medical Innovation [3].

Group 1 - The A-share market's innovative drug concept stocks have experienced a collective decline for the third consecutive day, with notable drops including Nanjing New Pharmaceutical falling over 11% and Yuandong Bio down over 9% [2] - Other companies such as Borui Pharmaceutical, Zhaoyan New Drug, and Kangyuan Pharmaceutical also saw declines exceeding 6%, while Shutaishen, Hite Bio, Shouyao Holdings, and Wanbangde dropped over 5% [2] Group 2 - The MACD golden cross signal has formed, indicating a positive trend for certain stocks [3]

Core Viewpoint - The innovative pharmaceutical company Shutaishen has seen its stock price increase by over 600% this year despite facing significant financial losses and declining sales of its main products [1][10]. Financial Performance - In the first half of 2025, Shutaishen reported revenue of 126 million CNY, a year-on-year decrease of 31.14% [4]. - The company recorded a net loss attributable to shareholders of 24.64 million CNY, a substantial decline of 619.70% compared to the previous year [4]. - Cumulative losses since 2020 have exceeded 1 billion CNY, with the company experiencing continuous losses for several years [6]. Product Sales - The main products, Sutai Sheng and Shutaqing, have seen disappointing sales in the first half of the year, with Sutai Sheng generating 74.32 million CNY (down 5.71% year-on-year) and Shutaqing generating 41.69 million CNY (down 57.88% year-on-year) [7][8]. - The decline in sales is attributed to external factors and changes in industry policies, particularly affecting Shutaqing due to its exclusion from the latest national procurement list [8]. Research and Development - Shutaishen is focusing on product iteration and accelerating the launch of its research pipeline to address its performance challenges [8]. - The company has launched new products targeting constipation and has advanced its fourth-generation product STSP-0902 into clinical trials [8][10]. - Research and development expenses amounted to 65.05 million CNY, representing 51.79% of total revenue, indicating a significant investment in future product development [10]. Market Position and Stock Performance - The stock price of Shutaishen has surged significantly, influenced by the overall growth in the innovative pharmaceutical sector and positive developments regarding its product STSP-0601 [10]. - The company has received substantial investment from the Jin Yi Yuan Li Fund, which has bolstered its financial position [11]. - Despite the stock price increase, analysts caution about potential market corrections due to the overall weak market performance [10].

创新药概念股短线走弱，南新制药跌超12%，热景生物跌超9%，舒泰神、苑东生物、美迪西跟跌。 ...

Core Viewpoint - The innovative pharmaceutical company Shutaishen has seen its stock price increase by over 600% this year despite reporting significant losses and declining sales for its main products [1][4][8]. Financial Performance - In the first half of 2025, Shutaishen reported revenue of 126 million CNY, a year-on-year decrease of 31.14%, and a net loss attributable to shareholders of 24.64 million CNY, a significant decline of 619.70% [4][9]. - The company has accumulated losses exceeding 1 billion CNY over the past five years [3][4]. - The gross profit margin for the company was 82.23% in 2023, but net profit margin was -109.53% [2]. Product Sales - The main products, Sutai Sheng (injection of mouse nerve growth factor) and Shutaqing (compound polyethylene glycol electrolyte solution), have seen disappointing sales in the first half of the year. Sutai Sheng generated sales of 74.32 million CNY, down 5.71% year-on-year, while Shutaqing's sales were 41.69 million CNY, down 57.88% [6][7]. - The decline in sales is attributed to external factors and policy changes, particularly affecting Shutaqing, which was not selected in the latest national procurement results [6][7]. Research and Development - Shutaishen is focusing on product iteration and accelerating the launch of its research pipeline to address performance challenges. New products for constipation and bowel cleansing have been launched, and the fourth-generation product STSP-0902 is in clinical stages [7][9]. - The company has invested 65.05 million CNY in R&D, accounting for 51.79% of its revenue, although this represents a 15.76% decrease year-on-year [8][9]. Market Dynamics - The stock price surge is partly due to the overall growth in the innovative pharmaceutical sector and the positive developments surrounding the STSP-0601 product, which has received breakthrough therapy designation [8][9]. - Despite the positive market sentiment, analysts caution about potential risks as the stock price approaches resistance levels [8].