Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a long-term focus on domestic innovative drugs in the oncology field and AI medical investment opportunities [3][4]. Core Insights - The pharmaceutical and biotechnology sector saw a weekly increase of 1.16%, outperforming the Wind All A index (1.15%) and the CSI 300 index (0.38%) [3][8]. - The upcoming ASCO conference is highlighted as a significant event for domestic innovative drug companies, with over 70 oral presentations and more than 10 major studies expected [3][4]. - The Ministry of Industry and Information Technology and six other departments issued a plan for the digital transformation of the pharmaceutical industry, aiming for significant advancements by 2027 and full coverage by 2030 [3][4]. Market Weekly Review - The pharmaceutical and biotechnology sector increased by 1.16% from April 21 to April 25, outperforming the Wind All A index and the CSI 300 index [3][8]. - Notable performers included medical research outsourcing (6.34%) and raw materials (4.72%), while blood products (-3.26%) and vaccines (-6.38%) continued to decline [3][9]. - Individual stock performances showed significant gains for Yong'an Pharmaceutical (31.4%), Shuyou Shen (28.4%), and Erkang Pharmaceutical (27.7%), while *ST Jiyuan (-43.2%), Nanhua Biological (-35.3%), and Shuangcheng Pharmaceutical (-27.7%) faced substantial losses [3][11]. Industry News and Key Company Announcements - On April 25, Kangfang Bio announced FDA approval for its drug Anike for the treatment of recurrent or metastatic nasopharyngeal carcinoma [12]. - The same day, Kangfang Bio also reported the approval of its PD-1/VEGF bispecific antibody for first-line treatment of specific lung cancer types [13]. - The digital transformation plan for the pharmaceutical industry aims to enhance competitiveness and quality management through AI and data integration by 2030 [3][4].

New Stock Listings - The new stock "Zhongjie Automobile" (code: 301560) is listed at an issuance price of 16.50[1] Rights Issues and Offers - Cash option for "AVIC Capital" (code: 600705) is available from April 23 to April 25, 2025[1] - Tender offer for "ST Xinchao" (code: 600777) is open from April 23 to May 22, 2025[1] - "ST Puli" (code: 300630) will enter the delisting arrangement period starting April 28, 2025[1] Market Alerts - "Guoguang Chain" (code: 605188) has reported severe abnormal fluctuations[1] - "Dongfang Tong" (code: 300379) also reported severe abnormal fluctuations[1] Other Announcements - "Huili B" (code: 900939) has a recent announcement linked to its trading activities[1] - "Zhejiang Rongtai" (code: 603119) has a recent announcement linked to its trading activities[1] - "ST Jiuyou" (code: 600462) has a recent announcement linked to its trading activities[1]

| 持有数量(万股) 名称 | | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 熠昭(北京)医药科技有限公司 | 14816.60 | 31.39 | -2436.64 | | 香塘集团有限公司 | 3669.50 | 7.77 | 不变 | | 华泰证券资管-招商银行-华泰聚力16号集合资产管 | | | | | 理计划 | 938.26 | 1.99 | 不变 | | 张勇 | 810.60 | 1.72 | 52.09 | | 周志文 | 741.14 | 1.57 | 新进 | | 左从林 | 430.05 | 0.91 | 不变 | | 郭福鑫 | 208.39 | 0.44 | -71.52 | | 胡海燕 | 195.60 | 0.41 | 不变 | | 黄姣英 | 152.01 | 0.32 | 5.78 | | 张凡 | 152.00 | 0.32 | 9.90 | | 较上个报告期退出前十大股东有 | | | | | 张烜 | 140.38 | 0.30 | 退出 | 二、前10名无限售条件股东持股情况 前十 ...

Financial Performance - The company's revenue for Q1 2025 was ¥63,214,002.99, a decrease of 33.45% compared to ¥94,983,395.63 in the same period last year[3] - The net loss attributable to shareholders was ¥2,335,039.14, an improvement of 38.05% from a loss of ¥3,769,395.63 in the previous year[3] - The net cash flow from operating activities was -¥15,273,176.15, which is a 10.33% improvement compared to -¥17,031,862.23 last year[3] - The total operating revenue for the current period is ¥63,214,002.99, a decrease of approximately 33.6% compared to ¥94,983,395.63 in the previous period[33] - The company reported a net loss of ¥411,117,990.66, slightly increasing from a loss of ¥408,785,633.30 in the previous period[31] - The company reported a net loss of CNY 4,407,104.91, compared to a net loss of CNY 3,769,395.63 in the previous period, indicating a deterioration in performance[34] - Operating profit was recorded at CNY -4,387,963.90, worsening from CNY -3,268,100.38 year-over-year[34] - Total comprehensive income amounted to CNY -34,065,021.00, significantly lower than CNY 8,418,612.81 in the prior period[34] Cash Flow and Assets - The company's cash and cash equivalents increased by ¥35,525,295.04, a rise of 65.90% due to an increase in bank deposits[7] - The cash and cash equivalents increased to ¥89,436,475.08 from ¥53,911,180.04, representing a growth of approximately 65.9%[29] - The total assets increased by 1.10% to ¥1,162,255,527.06 from ¥1,149,607,757.17 at the end of the previous year[4] - The total liabilities decreased to ¥219,559,206.21 from ¥232,846,415.32, reflecting a reduction of approximately 5.7%[30] - The ending cash and cash equivalents balance increased to CNY 89,436,475.08 from CNY 62,981,635.34 in the previous period[36] Shareholder Information - The total number of common shareholders at the end of the reporting period is 24,509[11] - The largest shareholder, Yizhao (Beijing) Pharmaceutical Technology Co., Ltd., holds 31.01% of shares, totaling 148,165,963 shares[11] - The second-largest shareholder, Xiangtang Group Co., Ltd., holds 7.68% of shares, totaling 36,695,008 shares, with 32,550,000 shares pledged[11] - The total number of restricted shares at the end of the period is 24,108,054, with significant increases in restricted shares for key executives[14] - The company has no major changes in the participation of top shareholders in margin trading activities[12] Research and Development - Research and development expenses decreased by 46.54% to ¥16,426,000.00, reflecting reduced investment in R&D projects[7] - Research and development expenses decreased to ¥16,408,159.79 from ¥30,691,001.31, indicating a reduction of approximately 46.4%[33] - The company reported a significant clinical trial result for STSP-0601, achieving a 12-hour effective hemostasis rate of 81.94% in hemophilia A or B patients[15] - The average number of doses required for effective hemostasis in the trial was 1.9, with 77.12% of visits requiring only 1-2 doses[15] - The safety profile of STSP-0601 was good, with 36.00% of participants reporting mild adverse events, and no serious adverse events reported[16] - The company has made progress in clinical projects, including the STSP-0601 injection for hemophilia A or B patients, which has completed the IIb phase and is now entering the III phase of clinical research[26] - The BDB-001 study for ANCA-associated vasculitis has completed all subject follow-ups and is preparing for the III phase clinical research[27] - The company plans to submit a conditional marketing application for STSP-0601 based on the positive IIb phase clinical data[26] Financing and Investments - The company raised ¥40,000,000.00 from minority shareholders during the quarter, indicating successful capital raising efforts[9] - The company received a total of RMB 60 million in initial investment from Wuxi Jinyi Yuanli Equity Investment Partnership, with RMB 40 million as capital increase and RMB 20 million as share transfer payment[21] - The company plans to apply for a loan of RMB 50 million from Beijing Rural Commercial Bank for operational turnover, with a term of 12 months[24] - The company will provide collateral for the loan using its own real estate and land use rights, with a guarantee amount of RMB 65 million[24] - The company raised CNY 80,000,000.00 through financing activities, with a net cash inflow of CNY 49,936,200.00 after outflows[36] Management Changes - The company appointed several senior management personnel on March 23, 2025, including a new deputy general manager and heads of various departments[25] - The company completed the transfer of shares from its controlling shareholder, Yizhao Technology, to Mr. Zhou Zhiwen, with the registration completed on February 25, 2025[18] - The subsidiary, Jiangsu Beijitai Biotechnology Co., Ltd., completed its business registration change and received a new business license on February 10, 2025[18] - The subsidiary, Beijing Sannuo Jiayi Biotechnology Co., Ltd., was recognized as a national high-tech enterprise on February 13, 2025[19] Other Financial Metrics - The company generated CNY 60,332,701.69 in cash from sales, down from CNY 90,313,155.91 in the prior period[35] - Cash flow from investing activities yielded a net inflow of CNY 863,486.76, compared to a net outflow of CNY -4,955,311.49 last year[36] - Basic and diluted earnings per share remained at CNY 0.00, unchanged from the previous period[35] - The company experienced a significant increase in credit impairment losses, totaling CNY -16,586.06, compared to CNY 51,282.21 previously[34]

证券代码：300204 证券简称：舒泰神 公告编号：2025-030 舒泰神（北京）生物制药股份有限公司 关于 2025 年第一季度报告披露的提示性公告 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 2025 年第一季度报告全文已于 2025 年 04 月 25 日在中国证监会指定的创业板信息披露网站上披露，请投资者注意查 阅。 特此公告 舒泰神（北京）生物制药股份有限公司 董事会 2025 年 04 月 25 日 ...

证券代码：300204 证券简称：舒泰神 公告编号：2025-028 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。 重要内容提示： 1、舒泰神（北京）生物制药股份有限公司股票交易连续三个交易日（2025 年04月17日、2025年04月18日、2025年04月21日）收盘价格涨幅偏离值累计超过 30%，根据《深圳证券交易所交易规则》等相关规定，属于股票交易异常波动的 情况。 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、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。 一、股票交易异常波动的情况介绍 舒泰神（北京 ...

创新药概念震荡拉升 舒泰神冲击涨停 智通财经4月21日电，舒泰神盘中冲击20CM涨停，迪哲医药、热景生物、锦波生物、迈威生物、海辰 药业等多股涨超5%。消息面上，兴业证券表示，中国创新药企业在研发效率和成本控制上具有明显优 势，能够在较短时间内完成从机制确认到临床前候选化合物的开发，同时临床入组速度也远超国际平均 水平，这不仅加速了新药的上市进程，也为投资者带来了更高的回报潜力。 ...

Group 1: Company Overview and Management Philosophy - The company focuses on innovative drug development for major diseases that significantly impact health, aiming to benefit patients [1] - The management philosophy emphasizes balancing R&D investment with short-term economic benefits to enhance overall company value [1] Group 2: R&D Investment and Financial Performance - R&D investment has decreased by 63.77% year-on-year, raising concerns about the impact on ongoing projects [2] - The company plans to maintain appropriate R&D investment levels to support the advancement of key clinical projects, including STSP-0601, BDB-001, and STSA-1002 [9] Group 3: Clinical Development and Market Potential - STSP-0601 is in clinical research for two indications related to hemophilia, with over 100,000 patients estimated in China, and one-third of severe patients may develop inhibitors [3] - The company has received breakthrough therapy designation for STSP-0601 and plans to submit a conditional marketing application based on positive Phase IIb results [4] - The overseas market strategy currently prioritizes external collaborations for product development [3] Group 4: Financial Strategy and Cash Flow - The company reported a 72.1% improvement in operating cash flow for 2024, attributed to focused R&D investment and enhanced operational efficiency [7] - The current debt-to-asset ratio is low at 23.39%, and the company is considering various financing options, including equity and debt financing, to support R&D and improve cash flow [10] Group 5: Future Outlook and Industry Trends - The company believes in the vast potential of the pharmaceutical industry, driven by the increasing demand for health solutions [10] - There is an openness to various forms of collaboration with domestic and international pharmaceutical companies and investment funds for ongoing projects [8]

北京 西安 深圳 海口 上海 广州 杭州 沈阳 南京 天津 菏泽 成都 苏州 呼和浩特 香港 武汉 郑州 长沙 厦门 重庆 合肥 宁波 济南 北京市康达律师事务所 关于舒泰神（北京）生物制药股份有限公司 北京市朝阳区建外大街丁 12 号英皇集团中心 8、9、11 层 8/9/11/F, Emperor Group Centre, No.12D, Jianwai Avenue, Chaoyang District, Beijing, 100022, P.R.China 电话/Tel.:010-50867666 传真/Fax:010-56916450 网址/Website:www.kangdalawyers.com 2024 年年度股东大会的法律意见书 康达股会字【2025】第 0084 号 为出具本法律意见书，本所律师谨作如下声明： 1、本所律师本次所发表的法律意见，仅依据本法律意见书出具日及以前发生或存 在的事实并基于本所律师对有关法律、法规和规范性文件的理解而形成。在本法律意见 书中，本所律师仅就本次会议的召集和召开程序、出席会议人员的资格、会议的表决程 序和表决结果等事项进行核查和见证后发表法律意见，不对 ...

证券代码：300204 证券简称：舒泰神 公告编号：2025-027 舒泰神（北京）生物制药股份有限公司 2024 年年度股东大会决议公告 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。 特别提示： 1、本次股东大会无增加、变更、否决提案的情况，本次股东大会不涉及变 更前次股东大会决议。 2、本次股东大会以现场投票、网络投票相结合的方式召开。 联网投票系统投票的具体时间为：2025 年 04 月 15 日上午 09:15 至下午 15:00 期 间的任意时间。 出席公司 2024 年年度股东大会的股东（或委托代理人）201 人，代表股份 190,443,449 股，占公司有表决权股份总数的 39.8607%。其中，参加现场会议的 股东（或委托代理人）3 人，代表股份 148,170,563 股，占公司有表决权股份总 数的 31.0128%；通过网络投票的股东（或委托代理人）198 人，代表股份 42,272,886 股，占公司有表决权股份总数的 8.8479%。中小投资者 199 人，代表股份 5,582,478 股，占公司有表决权股份总数的 1.1684%。 ...