证券代码：300204 证券简称：舒泰神 公告编号：2025-035 舒泰神（北京）生物制药股份有限公司 关于 STSA-1002 注射液（急性呼吸窘迫综合征适应症） 获得 Ib/II 期临床试验研究初步结果的公告 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"） 于 2023 年 03 月收到国家药品监督管理局签发的 STSA-1002 注射液用于急性呼 吸窘迫综合征（ARDS）适应症的《药物临床试验批准通知书》（CXSL2200630）， 同意本品开展用于急性呼吸窘迫综合征（ARDS）的临床试验。2023 年 12 月， STSA-1002 注射液完成针对急性呼吸窘迫综合征（ARDS）Ib/II 期临床试验的首 例受试者给药。 近日，STSA-1002 注射液已结束针对急性呼吸窘迫综合征（ARDS）Ib/II 期 临床试验入组，完成数据库清理、盲态数据审核、揭盲，并收到顶线数据（Top- line Data）初步统计分析结果。本次 STSA-1002 注射液（急性呼吸窘迫综合征适 应症）获得 ...

证券代码：300204 证券简称：舒泰神 公告编号：2025-034 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05月23日、2025年05月26日、2025年05月27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。 5、经核查，公司、控股股东和实际控制人在股票异常波动期间不存在买卖 公司股票的行为。 6、异动期间，公司不存在违反公平信息披露规定的其他情形。 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 ...

Core Viewpoint - The collaboration between Sihuan Pharmaceutical and Pfizer for the overseas commercialization rights of SSGJ-707 has set a record for the upfront payment of 1.25 billion USD for a domestic innovative drug, significantly boosting the A-share innovative drug sector [1] Group 1: Stock Performance and Market Reaction - Following the announcement, Sihuan Pharmaceutical's stock surged, with a cumulative increase of 49.2% from May 18 to May 23, and a trading volume of 3.18 billion CNY [1] - The stock's performance is attributed to the rising interest in innovative drugs, with expectations for increased profitability and valuation in the sector due to policy support and AI integration [1] Group 2: Company Strengths and Challenges - Sihuan Pharmaceutical focuses on the research, production, and marketing of innovative biopharmaceuticals, with a strong pipeline of projects in clinical trials, particularly the STSP-0601 injection for hemophilia A and B patients [1] - The termination of several COVID-19 related projects has positively impacted the company's financials, leading to a significant reduction in losses and improved market perception [1] - However, the company's core product revenues are declining, with a 10.81% drop in total revenue to 325 million CNY in 2024, and a 63.69% increase in net losses to 145 million CNY [5][6] Group 3: Product Performance - The main product, Shutaqing, saw a revenue decline of 8.20% to 179 million CNY, while the second major product, Sutai Sheng, experienced a 17.30% drop to 134 million CNY, reflecting challenges in market expansion and competition [5] - The overall revenue from core products has been shrinking, with projections indicating a further decline in Q1 2025 [6] Group 4: Valuation and Future Outlook - The current valuation of Sihuan Pharmaceutical at a price-to-sales ratio of 24.1 times is considered overly optimistic compared to peers, given the declining lifecycle of core products and ongoing cash flow pressures [6] - Despite the challenges, the biopharmaceutical industry holds significant growth potential, and successful breakthroughs in R&D could lead to a turnaround in performance and valuation for the company [6]

沪指5月26日下跌0.05%，申万所属行业中，今日上涨的有22个，涨幅居前的行业为传媒、计算机，涨 幅分别为2.14%、1.39%。跌幅居前的行业为汽车、医药生物，跌幅分别为1.78%、1.08%。医药生物行 业位居今日跌幅榜第二。 资金面上看，两市主力资金全天净流出88.30亿元，今日有10个行业主力资金净流入，传媒行业主力资 金净流入规模居首，该行业今日上涨2.14%，全天净流入资金11.64亿元，其次是轻工制造行业，日涨幅 为1.04%，净流入资金为6.00亿元。 主力资金净流出的行业有21个，汽车行业主力资金净流出规模居首，全天净流出资金30.76亿元，其次 是医药生物行业，净流出资金为25.75亿元，净流出资金较多的还有非银金融、电力设备、食品饮料等 行业。 医药生物行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600276 | 恒瑞医药 | -2.11 | 0.83 | -18461.84 | | 603259 | 药明康德 | -0.61 | 1.18 | -173 ...

Market Performance - On May 23, major market indices experienced fluctuations and closed lower, with A-shares trading volume reaching 1.18 trillion yuan, and over 1,100 stocks closing higher, including 52 stocks hitting the daily limit [1] - For the week, the Shanghai Composite Index fell by 0.57%, the ChiNext Index dropped by 0.88%, and the STAR Market 50 Index decreased by 1.47% [1] Individual Stock Performance - Over 1,600 stocks rose this week, with 22 stocks gaining over 30%. Notably, six stocks surged over 50%, with the largest increase being 99.96% for Sanofi [1][2] - Other significant gainers included Huibo Yuntong (301316) and Binhai Energy (000695), both of which saw weekly increases exceeding 60% [1][2] Sector Analysis - Among the stocks that rose over 30%, the pharmaceutical and biological sector had six representatives, followed by light industry manufacturing with three stocks [1] Historical Highs - On May 23, 17 stocks reached historical closing highs, with the pharmaceutical and biological, mechanical equipment, and automotive sectors showing a concentration of high performers [3][4] - The average increase for stocks reaching historical highs was 8.20%, with notable gainers including Xintiandi (301277) and Zhongzhou Special Materials (300963) [3] Institutional Activity - On May 23, ten stocks saw net purchases from institutions, with Yixin Tang (002727) leading at a net buy of 102 million yuan [5][6] - Conversely, institutions sold off stocks such as Hongchuang Holdings (002379) and Tianqimo (002510), each experiencing net sales exceeding 50 million yuan [5][6] Northbound Capital Flow - Northbound capital was present in nine stocks on the trading board, with net purchases in three stocks: Xue Ren Shares (002639), Huibo Yuntong, and Jinlongyu (002882) [7] - Yixin Tang faced the highest net sell-off from northbound capital, totaling 68.98 million yuan [7] Company Announcements - Zhongjin Gold (600489) plans to inject four companies, including Inner Mongolia Jintao, into the company to resolve competition issues [8] - Huakang Clean (301235) won a bid for a healthcare project with a contract value of 60.24 million yuan and a duration of 120 days [8] - Weier Shares (603501) intends to issue H-shares and list on the Hong Kong Stock Exchange [9] - Yunchongma (603130) plans to raise no more than 640 million yuan for a project to produce DTY silk and high-performance leather base fabric [9]

舒泰神（北京）生物制药股份有限公司 证券代码：300204 证券简称:舒泰神 投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | ■特定对象调研□分析师会议 | | | | | | --- | --- | --- | --- | --- | --- | | 类别 | □媒体采访□业绩说明会 | | | | | | | □新闻发布会□路演活动 | | | | | | | □现场参观 | | | | | | | □其他 | | | | | | 参与单位名称 | 国泰海通等 | | | | | | 时间 | 日 2025 11:30-12:30 | 年 | 05 | 月 | 23 | | 地点 | 公司会议室 | | | | | | 上市公司接待人 | 董事长周志文先生 | | | | | | 员姓名 | 董事会秘书、副总经理于茂荣先生 | | | | | | | 证券事务代表蔡晗先生 | | | | | | 投资者关系活动 | 投资者互动问答 | | | | | | 主要内容介绍 | | | | | | | 附件清单 | 调研纪要 | | | | | | 日期 | 2025 日 | 年 | 05 ...

Group 1: Project Development Progress - The STSP-0601 project has completed the IIb clinical trial, achieving the primary efficacy endpoint, and is currently advancing to the III phase with 32 participants planned for enrollment [2][3] - The STSA-1002 injection project is in the final stages of the II phase clinical trial for acute respiratory distress syndrome, aiming for expected clinical progress [5] - The BDB-001 injection project has been included as a breakthrough therapy by CDE in December 2023, with the II phase clinical trial ongoing and participant enrollment completed [6] Group 2: Product Upgrades and Innovations - The STSP-0902 injection is a fourth-generation upgrade of the existing product Su Tai Sheng, focusing on pain reduction, long-lasting effects, and humanization [7] - The company is enhancing its PEG-based products, including already launched products for treating constipation in children and adults [7] Group 3: Research and Development Focus - The company is concentrating on therapeutic areas such as infectious diseases, respiratory and critical care, autoimmune diseases, and neurological disorders, supported by a robust technical platform and experienced R&D team [8] - The company has not abandoned gene therapy, with ongoing research in the HIV project currently in the preclinical stage [9] Group 4: Financial Strategies and Long-term Vision - Since its listing on the Shenzhen Stock Exchange in April 2011, the company has positioned itself as an innovation-driven pharmaceutical company, utilizing various financing methods to alleviate short-term pressures [12] - The company has invested approximately 27 million yuan to support early-stage drug development, demonstrating commitment to innovation over its 23 years of R&D [10][12]

Group 1 - The cell immunotherapy concept index rose by 1.35%, ranking third among concept sectors, with 35 stocks increasing in value, including Seer Medical which hit the daily limit, and Sunshine Nuohuo, Shutai Shen, and Betta Pharmaceuticals showing significant gains of 12.55%, 11.77%, and 8.35% respectively [1] - The concept sector saw a net inflow of 246 million yuan, with 29 stocks receiving net inflows, and 5 stocks attracting over 50 million yuan in net inflows, led by Huahai Pharmaceutical with a net inflow of 143 million yuan [1] - The top stocks by net inflow included Seer Medical, Huadong Medicine, and Saifutian, with net inflows of 126 million yuan, 106 million yuan, and 74 million yuan respectively [1] Group 2 - The leading stocks by net inflow ratio were Saifutian, Seer Medical, and Hai Xin Co., with net inflow ratios of 20.66%, 18.75%, and 15.23% respectively [2] - Huahai Pharmaceutical had a daily increase of 7.45% with a turnover rate of 7.28%, while Seer Medical increased by 10.04% with a turnover rate of 30.03% [2] - Other notable stocks included Betta Pharmaceuticals with an 8.35% increase and a turnover rate of 5.70%, and Rongchang Bio with a 2.08% increase and a turnover rate of 4.97% [2] Group 3 - Stocks with significant declines included Yaoji Technology, Hainan Hai Pharmaceutical, and Nearshore Protein, which fell by 4.24%, 3.62%, and 3.19% respectively [1] - The overall performance of the cell immunotherapy sector reflects a positive trend, with a majority of stocks experiencing gains, indicating investor confidence in this area [1][2] - The data suggests a strong interest from institutional investors in the cell immunotherapy sector, as evidenced by the substantial net inflows into key stocks [1][2]

Core Viewpoint - The innovative pharmaceutical concept stocks are experiencing significant growth, with notable companies reaching historical highs [1] Group 1: Stock Performance - Xinlitai and Kelun Pharmaceutical both achieved historical highs in stock prices [1] - Yangguang Nuohe is approaching a 20% daily limit increase [1] - Zhongsheng Pharmaceutical previously hit a daily limit increase [1] - Haichen Pharmaceutical, Beida Pharmaceutical, and Hongbo Pharmaceutical saw stock prices rise over 10% [1] - Shutaishen, Haixiang Pharmaceutical, Tigermed, and Huahai Pharmaceutical experienced stock price increases of over 5% [1]

Group 1 - Hongchuang Holdings plans to acquire 100% equity of Shandong Hongtuo Industrial for 63.518 billion yuan, transforming from a single aluminum deep processing business to a full industry chain including electrolytic aluminum, alumina, and aluminum deep processing [3] - LIZHU Group intends to acquire 64.81% of Vietnam's Imexpharm Corporation for approximately 1.587 billion yuan, enhancing its presence in the pharmaceutical sector [4][5] - China Power Construction reported a new contract amount of 386.49 billion yuan from January to April, a year-on-year decrease of 4.9% [7] Group 2 - Wanhua Chemical announced a scheduled maintenance for its production facilities, including a five-month technical upgrade for its Yantai ethylene unit, which will not significantly impact operations [8] - Changhong High-Tech received a warning letter from the Ningbo Securities Regulatory Bureau for failing to disclose related party transactions in a timely manner [9] - Highgreat plans to invest 10 million yuan in Blue Core Computing, which focuses on RISC-V architecture chips [10] Group 3 - Xidi Micro plans to increase capital by 30 million USD in its wholly-owned subsidiary Hong Kong Xidi Micro to support its expanding business [12] - Bichuang Technology lost its high-tech enterprise qualification, resulting in an increase in corporate income tax rate from 15% to 25% for the years 2023 to 2025 [13] - Tonghua Dongbao intends to transfer 5.7% of its shares in Xiamen Tebao Biological Engineering for a total of 1.301 billion yuan [16] Group 4 - Tian Tie Technology signed a strategic cooperation agreement with Shenzhen Xinjie Energy to collaborate on solid-state battery lithium metal anode materials [23] - Nanjing Port disclosed that its stock trading has shown signs of market sentiment overheating, indicating potential irrational trading behavior [24] - Zhongnan Media signed a government procurement contract worth 1.009 billion yuan, ensuring stable revenue for its main business [25]