舒泰神公告，香塘集团及一致行动人2024年12月03日至2025年12月26日通过深交所集中竞价及大宗交易 累计减持1554.92万股，减持比例3.2545%，持股比例由8.26%降至4.9999%，不再为持股5%以上股东； 本次权益变动未导致公司控股股东、实际控制人变化。 ...

舒泰神（北京）生物制药股份有限公司 简式权益变动报告书 上市公司名称：舒泰神（北京）生物制药股份有限公司 信息披露义务人：香塘集团有限公司 住 所：太仓市娄东街道上海东路168号3幢2003室 通讯地址：太仓市娄东街道上海东路168号3幢2003室 通讯地址：太仓市娄东街道上海东路168号3幢 股份变动性质：股份减少，持股比例下降至5%以下 签署日期：2025年12月29日 1 一致行动人1：苏州香塘同轩科技有限公司 住 所：太仓市沙溪镇昭溪路88号1幢 通讯地址：太仓市沙溪镇昭溪路88号1幢 一致行动人2：顾振其 通讯地址：太仓市娄东街道上海东路168号3幢 一致行动人3：顾晓磊 上市地点：深圳证券交易所 股票简称：舒泰神 股票代码：300204 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第15 号——权益变动报告书》及其他相关法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、根据《中华 ...

证券代码：300204 证券简称：舒泰神 公告编号：2025-085 舒泰神（北京）生物制药股份有限公司 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 持股 5%以上股东香塘集团有限公司及其一致行动人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。 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。 特别提示： 2024年12月03日至2025年12月26日，信息披露义务人通过深圳证券交易所集 中竞价交易系统及大宗交易系统对外累计减持本公司无限售条件流通股股份 1,554.9200万股，减持比例为3.2545%。 1、本次权益变动不会导致公司控股股东、实际控制人发生变化； 2、本次权益变动后，香塘集团有限公司（以下简称"香塘集团"）及其一致 行动人不再是持有公司 5%以上股份的股东。 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 12 月 29 日收到持股 5%以上股东香塘集团及其一致行动人出具的《简式权益 变动报告书》、《关于持股比例降至 5%以下暨权益变动的告知函》， ...

Group 1 - The core viewpoint of the news is that Shutaishen's stock has shown significant volatility, with a year-to-date increase of 275.17% and recent fluctuations in trading volume and price [1][2] - As of December 25, Shutaishen's stock price was 27.80 yuan per share, with a total market capitalization of 13.282 billion yuan [1] - The company has experienced a net outflow of main funds amounting to 23.4642 million yuan, with large orders showing a buy-sell imbalance [1] Group 2 - Shutaishen's main business involves the research, production, and sales of biological products and some chemical drugs, with the primary revenue sources being the injection of mouse nerve growth factor (59.17%) and compound polyethylene glycol electrolyte powder (33.19%) [1] - As of September 30, the company reported a revenue of 181 million yuan for the first nine months of 2025, a year-on-year decrease of 30.82%, and a net profit attributable to shareholders of -30.6895 million yuan, a decrease of 227.71% [2] - The company has not distributed any dividends in the last three years, with a total payout of 771 million yuan since its A-share listing [3]

Core Viewpoint - The stock of Shuyou Shen experienced a decline of 2.01% on December 23, with a current price of 26.88 yuan per share and a total market capitalization of 12.843 billion yuan. The company has seen significant fluctuations in its stock price throughout the year, with a year-to-date increase of 262.75% but a recent decline over the past 20 and 60 days [1]. Financial Performance - For the period from January to September 2025, Shuyou Shen reported a revenue of 181 million yuan, representing a year-on-year decrease of 30.82%. The net profit attributable to the parent company was -30.6895 million yuan, a decline of 227.71% compared to the previous year [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Shuyou Shen was 46,500, an increase of 46.97% from the previous period. The average number of circulating shares per shareholder was 9,745, which decreased by 31.98% [2]. Dividend Distribution - Since its A-share listing, Shuyou Shen has distributed a total of 771 million yuan in dividends. However, there have been no dividend distributions in the last three years [3]. Institutional Holdings - Among the top ten circulating shareholders as of September 30, 2025, Xingshan He Run Mixed A ranked as the third-largest shareholder with 12.2691 million shares, a decrease of 3.4519 million shares from the previous period. Xingshan He Yi Mixed A ranked fifth with 9.3396 million shares, an increase of 3.3875 million shares [3].

Core Viewpoint - The CPO concept is currently active, with the leading optical module company, Xinyi Sheng, experiencing a significant stock price increase, reaching a historical high of 466.66 yuan, marking a tenfold increase from its lowest price of 46.56 yuan in April 2023, and a market capitalization exceeding 460 billion yuan [1]. Group 1: Company Performance - Xinyi Sheng's stock price surged from 46.56 yuan to 466.66 yuan within eight months, achieving a maximum increase of 902.28% [3][8]. - The company has capitalized on the AI computing power trend with its 1.6T optical module, establishing partnerships with major players like Google, which has contributed to its performance [8]. Group 2: Other Notable "Tenfold Stocks" - Shangwei New Materials saw its stock rise from 5.83 yuan to 132.10 yuan, with a maximum increase of 2165.87%, driven by the entry of Zhiyuan Robotics and the embodied intelligence concept [3]. - Tianpu Co., Ltd. increased from 10.99 yuan to 162.50 yuan, achieving a maximum increase of 1378.52%, fueled by TPU themes and expectations of a reverse merger with Zhonghao Xinying [4]. - Filinger's stock rose from 3.94 yuan to 49.70 yuan, with a maximum increase of 1161.42%, driven by market expectations following a change in control [5]. - *ST Yushun's stock increased from 3.56 yuan to 41.31 yuan, with a maximum increase of 1030.84%, due to significant asset restructuring towards the data center sector [6]. - Shutaishen's stock rose from 5.90 yuan to 66.66 yuan, achieving a maximum increase of 1030.17%, benefiting from advancements in innovative drug development [7]. - *ST Yazhen's stock increased from 4.45 yuan to 50.02 yuan, with a maximum increase of 1024.04%, driven by expectations of asset injection from a mining giant following a change in control [8].

Core Viewpoint - The company is actively working on the conditional approval process for its injectable product STSP-0601, following a notification from the National Medical Products Administration regarding supplementary materials [1] Group 1: Company Actions - The company received a notification from the National Medical Products Administration's Drug Evaluation Center regarding the supplementary materials for the STSP-0601 project [1] - The company is organizing relevant departments to fulfill the requirements of the notification and expedite the submission of the supplementary materials [1] - The time taken for the applicant to submit supplementary materials will not be counted towards the drug evaluation timeline [1] Group 2: Future Updates - The company advises stakeholders to pay attention to subsequent regular reports and project progress announcements for updates on the STSP-0601 project [1]

Core Viewpoint - Shuotai Shen (300204) announced plans for a major shareholder, Xiangtang Group, to reduce its stake by up to 4.7777 million shares, representing 1% of the company's total share capital, through block trading within a specified period [1] Group 1 - The reduction period is set from November 27, 2025, to February 26, 2026, excluding the legal window period where no shares can be sold [1] - The company will fulfill its information disclosure obligations in accordance with relevant regulations and will keep investors updated on further developments [1]

Core Insights - The biopharmaceutical sector is one of the fastest-growing areas in the pharmaceutical industry, driven by an aging population and increased public health awareness [1][5] - China's biopharmaceutical market is projected to grow from CNY 312 billion in 2019 to CNY 587.1 billion in 2024, and is expected to reach CNY 675.2 billion by 2025, with a potential to hit CNY 1.149 trillion in the next five years [1][5][6] - Innovation remains the core driver of growth in the biopharmaceutical industry, which is capital-intensive and requires significant R&D investment [1][6] Industry Definition and Classification - Biopharmaceuticals are medical products manufactured using biological methods, aimed at replicating the activity of natural substances [2][4] - They can be categorized into vaccines, blood products, biopharmaceutical drugs, diagnostic reagents, and others, with further subdivisions based on source or mechanism of action [2] Current Industry Status - The global biopharmaceutical market is expected to grow from USD 286.4 billion in 2019 to USD 461.6 billion in 2024, with the original biopharmaceutical market projected to increase from USD 268.9 billion to USD 427.9 billion in the same period [5] - China plays a significant role in the global biopharmaceutical market, with rapid growth driven by favorable policies, increased R&D investment, and advancements in biotechnology [5][6] Industry Development Environment - Policies - The Chinese government has implemented various laws and policies to encourage biopharmaceutical R&D, including the Drug Registration Management Measures and regulations for clinical research and application of biomedical technologies [7] Competitive Landscape - The biopharmaceutical sector is recognized as a "new frontier" in the pharmaceutical industry, with major global players actively entering the market [9] - Key companies in China's biopharmaceutical industry include WuXi AppTec, Hengrui Medicine, ZhiFei Biological, BeiGene, and others, with a competitive landscape characterized by differentiated strategies [9] Future Development Trends - Market demand for biopharmaceuticals is expected to continue growing, supported by policy backing, technological advancements, and increased health awareness [10] - Domestic companies are transitioning from biosimilars to First-in-Class drugs, with examples like Hengrui Medicine's ADC drug showing superior efficacy [10][11] - Personalized medicine based on genetic testing is anticipated to become a trend, with increasing international recognition of Chinese innovative drugs [11]

证券代码：300204 证券简称：舒泰神 公告编号：2025-084 舒泰神（北京）生物制药股份有限公司 关于公司拟向银行申请贷款并提供抵押反担保的进展公告（一） 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。 特别风险提示： 舒泰神（北京）生物制药股份有限公司（以下简称"舒泰神"或"公司"）预计 对合并报表外单位提供担保额度超过公司最近一期经审计净资产的 30%。本次预 计担保额度并非实际担保金额，实际担保金额尚需以实际签署并发生的担保合同 为准。敬请投资者注意相关风险。 | 担保方 | 被担保 | 担保 方持 | 被担保 方最近 | 审议担 | 本次担 保前已 | 本次实 | 本次担 保后已 | 剩余可 | 是否 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 方 | 股比 | 一期资 产负债 | 保额度 | 用担保 | 际担保 发生额 | 用担保 | 用担保 额度 | 关联 担保 | | | | 例 | 率 | | 额度 | | 额度 | | | | 舒泰神 （北 | ...