公募基金方面，本期较上一期持股增加的公募基金共计1个，即东财远见成长混合发起式A，持股增加 占比小幅上涨。本期较上一季未再披露的公募基金共计28个，主要包括诺安先锋混合A、诺安优选回报 混合A、诺安进取回报混合、中证2000、博道消费智航A等。 外资态度来看，本期较上一季未再披露的外资机构即BARCLAYS BANK PLC。 2025年10月29日，博济医药(300404.SZ)发布2025年第三季报。截至2025年10月28日，共有4个机构投资 者披露持有博济医药A股股份，合计持股量达1034.14万股，占博济医药总股本的2.68%。其中，机构投 资者包括横琴广金美好基金管理有限公司-广金美好费米十三号私募证券投资基金、共青城银溢投资合 伙企业(有限合伙)、共青城银池投资合伙企业(有限合伙)、东财远见成长混合发起式A，机构投资者合 计持股比例达2.68%。相较于上一季度，机构持股比例合计下跌了1.39个百分点。 ...

Core Viewpoint - The company, Boji Pharmaceutical, announced a comprehensive review of its assets, indicating potential impairment losses for certain assets as a precautionary measure [2] Asset Review Summary - The company and its subsidiaries conducted a thorough examination of various assets, including inventories, receivables, contract assets, fixed assets, construction in progress, intangible assets, goodwill, and assets held for sale [2] - The assessment revealed signs of impairment in some assets, leading the company to prepare for potential asset impairment losses [2] Impairment Losses - For the third quarter of 2025, the company recognized an asset impairment loss of 1,916,089.27 yuan and a credit impairment loss of 4,998,909.35 yuan [2] - The company also reversed impairment provisions amounting to 210,397.52 yuan and wrote off impairment provisions of 97,193.47 yuan [2]

Core Viewpoint - Boji Pharmaceutical (300404.SZ) reported a revenue of 584 million yuan for the first three quarters of 2025, reflecting a year-on-year growth of 5.06% [1] Financial Performance - The net profit attributable to shareholders of the listed company was 21.91 million yuan, representing a year-on-year decrease of 49.36% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 14.98 million yuan, down 57.06% year-on-year [1] - Basic earnings per share stood at 0.0571 yuan [1]

证券代码：300404 证券简称：博济医药 公告编号：2025-081 博济医药科技股份有限公司 关于计提资产减值损失、信用减值损失及核销资产的公告 本公司及董事会全体成员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。 一、本次计提资产减值损失、信用减值损失情况概述 （一）本次计提资产减值损失、信用减值损失的原因 博济医药科技股份有限公司（以下简称"公司"）本次计提资产减值准备， 是依照《企业会计准则》及公司会计政策的相关规定进行的。公司及下属子公司 对 2025 年第三季度末各类存货、应收款项、合同资产、固定资产、在建工程、 无形资产、商誉、持有待售资产等资产进行了全面清查，对各类存货的可变现净 值、应收款项及合同资产回收的可能性、固定资产、在建工程、无形资产及持有 待售资产的可变现性进行了充分的评估和分析，认为上述资产中部分资产存在一 定的减值迹象，本着谨慎性原则，公司需对可能发生资产减值损失的相关资产进 行计提减值准备。 （二）本次计提资产减值损失的资产范围和总金额 公司及下属子公司对 2025 年第三季度末存在可能发生减值迹象的资产（范 围包括合同资产、存货）进行全面清查和 ...

Financial Performance - Q3 2025 revenue reached ¥222,869,199.85, an increase of 3.78% year-over-year, while year-to-date revenue was ¥584,317,656.85, up 5.06% compared to the previous year[5] - Net profit attributable to shareholders was ¥6,344,040.03, down 51.73% year-over-year, and year-to-date net profit was ¥21,913,904.30, a decrease of 49.36%[5] - Basic earnings per share for the quarter was ¥0.0165, a decline of 52.03%, while year-to-date basic earnings per share was ¥0.0571, down 49.60%[5] - Total comprehensive income for the year-to-date was ¥23,471,634.26, down 47.83% from the previous year[11] - The net profit for the current period is CNY 23,867,516.19, a decrease of 47.4% compared to CNY 45,361,752.11 in the previous period[26] - The total profit for the current period is CNY 18,330,632.81, down from CNY 31,163,247.92, reflecting a decline of 41.3%[26] - Operating profit for the current period is CNY 18,609,104.55, compared to CNY 31,224,117.99 in the previous period, indicating a decrease of 40.8%[26] - The total comprehensive income for the current period is CNY 23,471,634.26, a decrease of 47.8% from CNY 44,992,255.06 in the previous period[26] Assets and Liabilities - Total assets increased to ¥1,587,919,783.62, reflecting a growth of 9.47% from the end of the previous year[5] - Total liabilities increased to ¥533,808,008.31 from ¥448,838,881.46, reflecting a growth of 19.0%[24] - The company's equity attributable to shareholders rose to ¥1,020,241,096.25 from ¥973,381,474.22, an increase of 4.8%[24] - Non-current assets totaled ¥663,301,584.37, slightly down from ¥670,313,529.45, a decrease of 1.5%[23] Cash Flow - Cash flow from operating activities for the year-to-date was ¥7,794,974.90, a significant increase of 148.60% compared to the same period last year[13] - Cash flow from operating activities shows a net inflow of CNY 7,794,974.90, a significant improvement from a net outflow of CNY 16,040,097.77 in the previous period[27] - Cash flow from investing activities resulted in a net outflow of CNY 151,446,023.16, slightly improved from CNY 186,702,227.12 in the previous period[28] - Cash flow from financing activities generated a net inflow of CNY 18,593,184.08, compared to a net outflow of CNY 62,737,410.37 in the previous period[28] Shareholder Information - The total number of common shareholders at the end of the reporting period is 29,555[14] - The largest shareholder, Wang Tingchun, holds 30.77% of the shares, amounting to 118,674,370 shares, with 26,603,600 shares pledged[14] - The number of shares with limited sales conditions held by Wang Tingchun is 89,005,777, which are locked for 36 months[16] - As of September 30, 2025, the company's total share capital has increased from 381,989,708 shares to 385,556,078 shares[18] Operational Highlights - The company has signed new business contracts worth approximately 1.248 billion RMB, representing a year-on-year growth of about 9.85%[17] - The company received three invention patents during the reporting period, including methods for the preparation of specific drugs[19] - The company obtained clinical trial approval for its drug "FCZR" from the National Medical Products Administration[18] - The company's governance structure has been optimized following the completion of the capital change registration[18] Costs and Expenses - Total operating costs amounted to ¥554,800,483.18, up from ¥519,937,507.73, reflecting a rise of 6.7%[25] - Research and development expenses decreased to ¥38,925,834.02 from ¥44,450,607.56, a decline of 12.4%[25] - The company's cash and cash equivalents decreased to ¥143,763,081.57 from ¥270,133,867.18, a decline of 46.8%[21] - Accounts receivable increased to ¥195,581,145.66 from ¥169,703,594.65, representing a growth of 15.2%[21] - Inventory rose to ¥242,017,600.69 from ¥189,485,440.64, marking an increase of 27.7%[21] Investment Income - The company experienced a 71.48% decrease in investment income, amounting to ¥422,611.89, mainly due to reduced financial product returns[11] - The company reported a 602.31% increase in trading financial assets, totaling ¥166,292,060.25, primarily due to the purchase of financial products[9] - Contract assets rose by 58.46% to ¥126,170,228.44, attributed to increased revenue during the period[9]

Core Points - The company Boji Pharmaceutical announced that its wholly-owned subsidiary, Guangzhou Huasheng Pharmaceutical Co., Ltd., has received the drug registration certificate from the National Medical Products Administration for "Compound Polyethylene Glycol Electrolyte Powder (III)" [2] Group 1 - The approval of the drug registration certificate marks a significant milestone for the company in expanding its product portfolio [2] - This development may enhance the company's market position in the pharmaceutical industry [2]

Core Viewpoint - The company Boji Pharmaceutical has received a drug registration certificate for its product, Compound Polyethylene Glycol Electrolyte Powder, from the National Medical Products Administration, indicating a significant regulatory milestone for the company [1] Group 1 - The product is intended for bowel cleansing preparation prior to endoscopic or radiological examinations and colon surgeries, highlighting its clinical application [1] - The registration certificate was issued to the company's wholly-owned subsidiary, Guangzhou Huasheng Pharmaceutical Co., Ltd., indicating the company's operational structure and focus on specialized subsidiaries [1]

Core Viewpoint - The approval of "Compound Polyethylene Glycol Electrolyte Powder (III)" by the National Medical Products Administration indicates a significant advancement for the company in the pharmaceutical market, particularly for bowel preparation in adults undergoing endoscopic or radiological examinations and colon surgeries [1] Company Summary - The subsidiary Guangzhou Huasheng Pharmaceutical Co., Ltd. has received the drug registration certificate for "Compound Polyethylene Glycol Electrolyte Powder (III)" [1] - This drug is specifically designed for bowel cleansing preparation in adult patients prior to endoscopic or radiological examinations and colon surgeries [1] Market Potential - According to data from Minet, the sales scale of "Compound Polyethylene Glycol Electrolyte Powder (III)" in urban and county-level public hospitals in China is approximately 220 million RMB in 2024 [1] - The approval signifies that the drug meets the national pharmaceutical review technical standards and can be produced and sold in the domestic market upon compliance with production quality management regulations [1]

博济医药科技股份有限公司 关于子公司获得药品注册证书的公告 本公司及董事会全体成员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。 证券代码：300404 证券简称：博济医药 公告编号：2025-079 近日，博济医药科技股份有限公司（以下简称"公司"）全资子公司广州华 圣制药有限公司申报的"复方聚乙二醇电解质散（Ⅲ）"获得国家药品监督管理 局核准签发的《药品注册证书》。现将相关情况公告如下： 一、 基本情况 药品名称：复方聚乙二醇电解质散（Ⅲ）（英文名/拉丁名：Polyethylene Glycol Electrolytes Powder（Ⅲ）） 剂型：散剂 规格：本品为复方制剂，每袋含：聚乙二醇 4000 64g，硫酸钠 5.7g，氯化钠 1.46g，氯化钾 0.75g，碳酸氢钠 1.68g 注册分类：化学药品 4 类 上市许可持有人：广州华圣制药有限公司 药品批准文号：国药准字 H20255557 药品批准文号有效期：至 2030 年 09 月 22 日 审批结论：根据《中华人民共和国药品管理法》及有关规定，经审查，本品 符合药品注册的有关要求，批准注册，发给药品注册证书。质量 ...

Core Viewpoint - Boji Pharmaceutical Technology Co., Ltd. disclosed the progress of share reduction by its controlling shareholder and related parties, indicating a decrease in their shareholding that has reached a 1% threshold [1][3]. Summary by Sections Reduction Plan Review - On August 22, 2025, Boji Pharmaceutical announced a share reduction plan involving its controlling shareholder Wang Tingchun and his concerted party, the Hengqin Guangjin Meihao Fund Management Co., Ltd. - Guangjin Meihao Fermi No. 13 Private Securities Investment Fund, intending to reduce up to 11,486,500 shares (3.00% of the total share capital excluding repurchased shares) within three months from September 12 to December 11, 2025 [2]. Reduction Progress - From September 12 to October 17, 2025, Fermi No. 13 reduced its holdings by 1,161,000 shares, representing 0.30% of the total share capital [3]. - Due to the exercise of stock options from the 2022 incentive plan, the total share capital increased, leading to a passive reduction of 0.02% in the shareholding percentage of Wang Tingchun, Fermi No. 13, and Zhao Lingli [3]. - The total shareholding of Wang Tingchun and his concerted parties decreased from 143,430,690 shares to 142,269,690 shares, reducing their ownership percentage from 37.20% to 36.88% [3]. Shareholding Structure Before and After - Before the reduction: - Wang Tingchun held 118,674,370 shares (30.78% of total share capital) - Fermi No. 13 held 5,536,700 shares (1.44%) - Zhao Lingli held 19,219,620 shares (4.98%) - Total: 143,430,690 shares (37.20%) - After the reduction: - Wang Tingchun held 118,674,370 shares (30.77%) - Fermi No. 13 held 4,375,700 shares (1.13%) - Zhao Lingli remained at 19,219,620 shares (4.98%) - Total: 142,269,690 shares (36.88%) [4]. Compliance and Impact of Reduction - The reduction plan complies with relevant laws and regulations, and it will not lead to a change in control of the company or significantly impact its ongoing operations [4]. - The company will continue to monitor the situation and fulfill its information disclosure obligations [4].