Market Overview - A-shares experienced a strong opening in June, with all three major indices rising and over 3,300 stocks in the market showing gains [1] - The Shanghai Composite Index rose by 0.43%, the Shenzhen Component increased by 0.16%, and the ChiNext Index gained 0.48% [1] - The total market turnover reached 1.16 trillion yuan [1] Key Sectors - The sectors that performed well included the China-South Korea Free Trade Zone, new consumption, football concepts, precious metals, and pharmaceuticals [1] - The rare earth permanent magnet sector saw significant gains, with Guangsheng Nonferrous Metals hitting the daily limit and reaching a new high [12] Notable Stocks - Junyao Health, known as the "first stock of room temperature lactic acid bacteria," achieved a remarkable performance with six consecutive trading days of gains, including a daily limit increase [2][5] - The stock's trading volume exceeded 800 million yuan [2] - Innovative drug stocks remained active, with Shutaishen hitting the daily limit and a cumulative increase of 188.04% since May 20 [7][9] Company Performance - Junyao Health reported a production volume of approximately 85.99 million liters for probiotic products in 2024, a year-on-year increase of 3.54%, while sales volume decreased by 1.41% to about 83.99 million liters [5] - The sales revenue for probiotic products was approximately 595 million yuan, down 2.71% year-on-year [5] Innovative Drug Sector - The innovative drug sector is gaining attention, with the approval of 11 new innovative drugs by the National Medical Products Administration [10] - The sector is expected to benefit from ongoing policy support and international licensing agreements, enhancing growth prospects for related companies [10] - Shutaishen's subsidiary is under scrutiny for its drug application, which may impact future evaluations [9] Conclusion - The overall market sentiment is positive, with a focus on growth sectors such as technology and consumer-driven industries, alongside stable sectors like banking [15]

Group 1 - The core business of Shuyou Shen (300204) involves the research, production, and marketing of biopharmaceuticals, focusing on innovative drug development [3][4] - The company is recognized as the leading brand in polyethylene glycol products, which enhances its market position [4] - Recent stock price increases are driven by strong concepts in innovative drugs and the performance of the pharmaceutical sector [5] Group 2 - The innovative drug concept remains strong, with the company investing 162 million yuan in R&D for 2024, focusing on infectious diseases and respiratory conditions [5] - The company’s subsidiary, Jiangsu Beijietai Biotechnology Co., Ltd., has applied for priority review of STSP-0601, which has shown significant efficacy in clinical trials for hemophilia treatment [5] - The stock has experienced a notable increase of 66% over three trading days, indicating strong market momentum and positive technical indicators [6]

证券代码：300204 证券简称：舒泰神 公告编号：2025-039 舒泰神（北京）生物制药股份有限公司 关于注射用 STSP-0601 附条件上市申请获国家药监局受理的公告 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"舒泰神"或"公司"） 子公司江苏贝捷泰生物科技有限公司（以下简称"贝捷泰"）于近日收到了国家 药品监督管理局（以下简称"国家药监局"）下发的关于"注射用 STSP-0601" 境内生产药品注册上市许可申请的《受理通知书》，本次申请附条件批准上市的 适应症为：本品可促进快速止血，适用于伴抑制物的血友病 A 或 B 成人患者出 血按需治疗。现将有关情况公告如下： 一、药品基本情况 1、药品名称：注射用 STSP-0601 2、申请人：江苏贝捷泰生物科技有限公司 3、申请事项：境内生产药品注册上市许可 5、审批结论：根据《中华人民共和国行政许可法》第三十二条的规定，经 审查，决定予以受理。受理号：CXSS2500057。 二、其他相关情况 血友病是一种 X 染色体连锁的隐性遗传性出血性疾病，其遗传特点 ...

Market Overview - The three major A-share indices rebounded collectively, with the Shanghai Composite Index rising by 0.43%, the Shenzhen Component Index by 0.16%, and the ChiNext Index by 0.48% [1] - The total market turnover reached 11,638 billion, an increase of 4 billion from the previous day, with nearly 3,400 stocks rising [2] Gold Market - COMEX gold futures returned to above $3,400 per ounce, driven by a declining dollar index and increased demand for safe-haven assets [4] - The Chicago Fed President indicated that if trade-related uncertainties are resolved, the Federal Reserve could proceed with interest rate cuts in the next 15 months [4][5] Stablecoin Concept - A surge in stablecoin concept stocks was observed in the A-share market, with multiple stocks hitting the daily limit [7] - The Hong Kong government has officially enacted the Stablecoin Regulation, which is expected to facilitate the launch of compliant stablecoins by the end of the year [9] - The global stablecoin market has surpassed $250 billion, with a significant increase of over $40 billion since the end of 2024 [9] Innovative Pharmaceuticals - The innovative pharmaceutical sector continues to strengthen, with several stocks, including Shuyou Shen and Guanhao Bio, hitting the daily limit [12] - Shuyou Shen has seen a cumulative increase of 169.72% since May 21, with its market capitalization rising from under 3 billion to 15.19 billion [13] - The approval of 11 new innovative drugs by the National Medical Products Administration is expected to boost the performance of related companies [15]

Group 1 - The A-share innovative drug sector experienced a significant surge in the afternoon, with notable stocks such as Shutai Shen and Guanhao Bio hitting the 20% daily limit increase [1] - Nuo Si Lan De saw a substantial rise of 18%, while Warner Pharmaceuticals increased by over 17% [1] - Other companies like Ruizhi Medicine and Beilu Pharmaceutical also followed the upward trend [1]

创新药概念持续拉升 舒泰神10天涨近1.9倍 智通财经6月3日电，午后创新药概念涨势持续扩大，人气股舒泰神封20CM涨停，最近10个交易日涨近 1.9倍，此前九芝堂、万邦德、千红制药、昂利康、海南海药涨停，华纳制药、泰恩康、常山药业均创 历史新高。 ...

Group 1 - Hemophilia is a hereditary bleeding disorder with approximately 140,000 patients in China and an inhibitor occurrence rate of about 18% [1] - The global market for hemophilia with inhibitors is estimated to be around 27.7 billion yuan, with key drugs including recombinant VIIa, PCC, and emicizumab, projected sales for 2024 are 8.27 billion yuan, 12.81 billion yuan, and 36.68 billion yuan respectively [1] - The domestic market for hemophilia treatment is primarily dominated by PCC due to drug supply and accessibility issues [1] Group 2 - FXa bomitapase α is a new FIC with expected peak sales in the domestic market exceeding 2 billion yuan, showing superior hemostatic efficacy and safety compared to Novoseven and PCC [1] - BDB-001/STSA-1002 targets C5a and is a new molecule with global rights, aimed at treating multiple indications including AAV and ARDS, with ARDS having a high hospitalization mortality rate of 35%-45% [2] - The company anticipates revenues of 294 million yuan, 448 million yuan, and 1.096 billion yuan for 2025, 2026, and 2027 respectively, with a projected net profit of -76 million yuan, -56 million yuan, and 289 million yuan for the same years [2]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The report highlights positive topline results from the clinical trial of STSA-1002 for ARDS, indicating a significant reduction in clinical relief time and mortality rates compared to the control group [6] - The application for the market approval of Bomitase α has been accepted, and the company has completed changes to its drug production license [6] - Revenue projections for 2025-2027 are estimated at 294 million, 448 million, and 1.096 billion respectively, with a forecasted net profit of -76 million, -56 million, and 289 million [6] Financial Performance Summary - Revenue for 2023 is reported at 364 million, with a projected decline to 294 million in 2025 before increasing to 1.096 billion by 2027 [5][8] - The net profit is expected to improve from -399 million in 2023 to a positive 289 million in 2027 [5][8] - The earnings per share (EPS) is projected to rise from -0.84 in 2023 to 0.61 in 2027 [5][8] Clinical Trial Results - The clinical trial for STSA-1002 showed that the low-dose and high-dose groups had risk ratios of 1.04 and 1.55 respectively, with a reduction in the time to clinical relief by 2 to 5 days [6] - The 28-day all-cause mortality rates were 26.67% for the low-dose group, 5.88% for the high-dose group, and 40% for the control group, indicating a significant reduction in mortality [6] Market and Regulatory Developments - The company has received acceptance for the market application of STSP-0601 (Bomitase α), which is a significant regulatory milestone [6] - The report emphasizes the importance of the drug production license changes, which allow for the contracted production of Bomitase α [6]

2、经公司董事会核实，截至本公告披露日，公司、控股股东和实际控制人 不存在关于本公司的应披露而未披露的重大事项，在股票异常波动期间不存在买 卖公司股票的行为。 3、公司关注到近期市场对国家药品监督管理局药品审评中心（NMPA）网 站信息公开栏目关于"拟优先审评品种公示"栏中公司控股子公司江苏贝捷泰生 物科技有限公司申请的"注射用 STSP-0601"相关信息关注度较高；该药品正处 于公示期内，公示截止日期为 2025 年 06 月 03 日，关于该药品公示期满后，后 续是否进入优先审评程序仍存在诸多不确定性。敬请广大投资者谨慎决策，注意 防范投资风险。 4、风险提示：公司多个在研项目属于创新型生物制品。创新生物医药具有 高科技、高风险、高附加值的特点，从研制、临床试验、报批到投产的周期长、 环节多，容易受到技术、审批、政策等诸多因素影响，面临临床试验进度可能不 如预期、临床试验结果可能不如预期、药品申请上市批准可能不如预期等诸多风 险，请广大投资者谨慎决策，注意投资风险。 证券代码：300204 证券简称：舒泰神 公告编号：2025-038 舒泰神（北京）生物制药股份有限公司 关于股票交易异常波动的公告 本公 ...

Group 1 - The company Shuyou Shen (300204) experienced a significant stock increase of 15.02% today, with a trading volume of 1.573 billion yuan and a turnover rate of 13.23% [1] - Post-market data indicates that four institutional special seats net bought 132 million yuan, while one institutional special seat net sold 21.3859 million yuan [1] - There is a revelation of dark pool fund flows, suggesting early signals of stock accumulation by major investors [1]