每经AI快讯，9月10日，舒泰神（300204）(300204.SZ)公告称，公司持股5%以上股东香塘集团有限公司 于2025年09月08日、2025年09月09日通过证券交易所集中竞价交易方式减持336.07万股舒泰神股份，占 公司有表决权总股本的0.70%，目前香塘集团及其一致行动人合计持股比例由7.69%下降至6.99%。 ...

关于持股 5%以上股东减持股份触及 1%整数倍的公告 证券代码：300204 证券简称：舒泰神 公告编号：2025-065 舒泰神（北京）生物制药股份有限公司 本次变动是否存在违 反《证券法》《上市公 司收购管理办法》等法 律、行政法规、部门规 章、规范性文件和本所 业务规则等规定的情 况 是□ 否√ 5. 被限制表决权的股份情况 按照《证券法》第六十 三条的规定，是否存在 不得行使表决权的股 份 是□ 否√ 6.备查文件 1．中国证券登记结算有限责任公司持股变动明细□ 2．相关书面承诺文件□ 3．律师的书面意见□ 4．深交所要求的其他文件√ 特此公告 舒泰神（北京）生物制药股份有限公司 董事会 2025 年 09 月 10 日 公司持股 5%以上股东香塘集团有限公司保证向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公告内容与信息披露义务人提供信息一致。 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 近日收到持股 5%以上股东香塘集团有限公司（以下简称"香塘集团"）关于减持 股份的告知函，香塘集团于 2025 年 09 月 08 ...

证券代码：300204 证券简称：舒泰神 公告编号：2025-064 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 | 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 | 3,337.9375 | 6.99% | 2,655.0000 | 79.65% | 5.56% | - | - | - | - | 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"）函告，获 ...

Group 1 - Company Shuyatain (Beijing) Biopharmaceutical Co., Ltd. plans to issue shares to raise up to RMB 1.253 billion to alleviate funding pressures for new drug development and to supplement working capital [1] - The funds raised will allocate RMB 883 million for innovative drug development projects, including BDB-001 injection, STSA-1002 injection, STSP-0902 injection, and STSP-0902 eye drops [1] - The share issuance will not exceed 30% of the company's total share capital prior to the issuance, with a maximum of 143 million shares to be issued [1] Group 2 - Shuyatain has not launched any innovative drugs for years, relying on two older drugs, Sutai Sheng and Shuyat Qing, for core revenue [2] - The company reported a total net loss of nearly RMB 1 billion from 2020 to 2024, with a significant increase in losses in the first half of this year [3] - In the first half of this year, the company achieved revenue of RMB 126 million, a year-on-year decline of 31.14%, and a net loss of RMB 24.64 million, worsening from a loss of RMB 0.34 million in the same period last year [3] Group 3 - The company invested RMB 46.34 million in R&D in the first half of this year, accounting for 36.51% of total revenue, while continuing to advance nine Class I innovative biopharmaceuticals in clinical trials [3] - As of September 10, the company's stock closed at RMB 37.05, down 3.54% [4]

Core Viewpoint - Shuyou Shen (300204.SZ) plans to raise up to RMB 125.3 million through a private placement of shares, with the funds allocated for innovative drug research and working capital [1][2]. Fund Allocation - The total investment for the innovative drug research project is RMB 91.3 million, with RMB 88.3 million expected to be raised from this issuance [2]. - The working capital will receive RMB 37 million from the raised funds [2]. - The total planned investment amounts to RMB 128.3 million, with the issuance expected to cover the majority of this amount [2]. Issuance Details - The issuance will target no more than 35 specific investors, including qualified institutional investors and other eligible entities [2][3]. - The maximum number of shares to be issued is capped at 143,331,766, which is 30% of the company's total shares prior to the issuance [3]. - The shares will be priced at no less than 80% of the average trading price over the 20 trading days preceding the pricing date [3]. Financial Performance - From 2020 to the first half of 2025, the company reported net profits of -RMB 1.33 billion, -RMB 1.37 billion, -RMB 1.97 billion, -RMB 3.99 billion, -RMB 1.45 billion, and -RMB 246.36 million respectively [4]. - The company's revenue for 2021 was RMB 584.29 million, showing a 37.41% increase from 2020, but a decline from 2019 [5]. - In 2024, the revenue was RMB 324.82 million, a decrease of 10.81% from 2023 [6]. - The net profit for 2024 improved to -RMB 144.84 million, a 63.69% increase compared to the previous year [6]. Stock Performance - On August 19, the company's stock price reached an all-time high of RMB 66.66 [6].

Group 1 - The first domestically developed nine-valent HPV vaccine has been launched in Xiamen, China, priced at 499 yuan per dose, significantly improving accessibility for cervical cancer prevention among women aged 9 to 45 [1] - The vaccine was developed by a team from Xiamen University and Wantai Biological Pharmacy, utilizing a novel E. coli expression system [1] - Prior to this launch, the only available nine-valent HPV vaccine in China was an imported product from the United States [1] Group 2 - Taiji Group's subsidiary has received approval for clinical trials of semaglutide injection, targeting blood sugar control in adult patients with type 2 diabetes [2] - This approval introduces a new competitor in the domestic diabetes medication market, potentially enhancing the accessibility of GLP-1 class drugs [2] - The competitive landscape in the diabetes treatment sector is already saturated, posing challenges for Taiji Group [2] Group 3 - Baillie Gifford announced promising results from a Phase II study of the dual-target ADC drug, iza-bren, in combination with osimertinib for advanced or metastatic EGFR-mutant non-small cell lung cancer [3] - The study included 154 patients, with a 100% objective response rate (ORR) and disease control rate (DCR), indicating effective tumor reduction [3] - The median duration of response (mDoR) has not yet been reached, suggesting ongoing efficacy of the treatment [3] Group 4 - Shuyou Shen plans to raise up to 1.253 billion yuan through a private placement to fund innovative drug development and supplement working capital [4] - The funds will support multiple drug pipelines targeting autoimmune diseases, respiratory distress syndrome, reproductive health, and ophthalmic conditions [4] - This move reflects the company's commitment to enhancing its innovative drug portfolio while addressing funding pressures for research and development [4] Group 5 - Aoyang Health is undergoing a potential change in control as its major shareholder, Aoyang Group, is planning to transfer shares, which may lead to a shift in the company's controlling shareholder [5] - The company has experienced a decline in both revenue and profit in the first half of the year, indicating financial challenges [6] - The transfer of control may further consolidate the capital structure of Aoyang Group as it adjusts its strategic focus [6]

NO.1 国产九价HPV疫苗每支定价499元 9月9日上午，国产九价HPV疫苗在福建省厦门市海沧区开打，这标志着我国自主研发的九价HPV疫苗正 式投入使用，为9岁至45岁女性提供更加全面可及的宫颈癌防护选择。 2025年WCLC（世界肺癌大会）上，百利天恒公布iza-bren(BL-B01D1)联合奥希替尼治疗局晚期或转移 性EGFR突变非小细胞肺癌患者的II期研究。研究共纳入154例患者接受不同剂量iza-bren(EGFR×HER3双 抗ADC)联合奥希替尼治疗，其中40例患者接受iza-bren 2.5mg/kg D1D8 Q3W联合奥希替尼一线治疗。研 究结果显示，所有患者均为最佳应答：ORR（客观缓解率）100%，95%为cORR（确认的客观缓解率， 2例PR待确认），DCR（疾病控制率）100%，mDoR（中位缓解持续时间）未达到。 点评：这意味着，几乎接受治疗的40例患者肿瘤都显著缩小，在这40位患者中，有38位的缩小效果已经 被后续的复查确认是真实、持久的。100%的疾病控制率则意味着所有患者的病情都得到有效控制，中 位缓解持续时间没达到则表示肿瘤缩小效果仍然维持，还没有消失迹象。 该疫苗由厦 ...

Market Performance - The pharmaceutical and biotechnology index increased by 2.88% from September 1 to September 5, while the innovative drug index rose by 1.23% during the same period [3] - The Hang Seng Healthcare Index saw a significant increase of 7.07% in the same timeframe [3] Clinical Trials - A total of 48 clinical trial registration information was disclosed by the National Medical Products Administration from September 1 to September 5, with 21 trials in Phase II or above covering various fields such as oncology, dermatology, immunology, and digestion [4] New Drug Approvals - The first global innovative drug for delaying the progression of Type 1 diabetes was approved in China, developed by Sanofi [7] - The injection of Tzield (替利珠单抗) was approved for use in children aged 8 and above and adults with Stage 2 Type 1 diabetes to delay progression to Stage 3 [8] Rare Disease Treatments - The application for the injection of Vosoritide, developed by BioMarin Pharmaceutical for treating achondroplasia in children, has been accepted for review in China [10] - Achondroplasia is a rare skeletal development disorder with a global incidence of approximately 3.72 to 4.60 per 100,000, and it is included in China's rare disease directory [10] - Vosoritide is the first drug targeting the underlying cause of achondroplasia, with traditional treatments only alleviating symptoms [10] Company Insights - Shuyuan Pharmaceutical has seen a remarkable increase of over 700% in stock price over the past six months, driven by the development of a new drug for hemophilia [12][13] - The drug STSP-0601, currently in the approval stage, has shown a 12-hour effective hemostatic rate of 81.94% in Phase IIb trials for hemophilia patients with inhibitors, indicating its potential effectiveness [16][17] - The global market for hemophilia with inhibitors is estimated at approximately 27.7 billion yuan, with potential domestic sales exceeding 2 billion yuan [17] Industry Trends - The Chinese biopharmaceutical sector has rapidly advanced, with the country now being a leader in innovative drug development, accounting for 38% of global large pharmaceutical transactions in early 2025 [19][20] - The trend of Chinese innovative drugs entering global markets is expected to continue for another 12 to 18 months, emphasizing the importance of product quality and robust clinical data [20]

Market Performance - The pharmaceutical and biotechnology index increased by 2.88% from September 1 to September 5, while the innovative drug index rose by 1.23% during the same period [1] - The Hang Seng Healthcare Index saw a significant increase of 7.07% [1] IPO Activity - There were no new IPO announcements for A-shares or Hong Kong stocks during the week [2] Clinical Trials - A total of 48 clinical trial registration information was disclosed by the National Medical Products Administration (NMPA) from September 1 to September 5, with 21 trials in Phase II or above covering various fields such as oncology, dermatology, immunology, and digestion [2] New Drug Approvals - The first global drug to delay the progression of Type 1 diabetes, Tzield (替利珠单抗注射液), was approved in China for patients aged 8 and above with Type 1 diabetes stage 2 [3] - BioMarin Pharmaceutical's injection drug Vusolimab for treating achondroplasia in children has had its application accepted by the NMPA, addressing a rare skeletal development disorder with a global incidence rate of 3.72 to 4.60 per 100,000 [4] Market Trends - Shuyatong, a leading innovative drug company, experienced a 700% increase in stock price over six months, but recently saw a decline of 23.98% in one week [7] - The drug STSP-0601 for hemophilia, currently in the approval stage, demonstrated a 12-hour effective hemostatic rate of 81.94% in clinical trials, indicating its potential in the market for hemophilia treatments [7][8] Industry Insights - Chen Zhisheng, CEO of WuXi Biologics, highlighted the rapid growth of China's innovative drug sector, with a projected transaction amount of $21.6 billion in the first five months of 2025, accounting for 38% of global large pharmaceutical transactions [9] - The trend of Chinese innovative drugs entering global markets is expected to continue for another 12 to 18 months, emphasizing the importance of product quality and robust clinical data [10]

证券日报网讯 9月9日晚间，舒泰神发布公告称，公司第六届监事会第九次会议审议通过了《关于公司 符合向特定对象发行股票条件的议案》等多项议案。 （文章来源：证券日报） ...