Core Viewpoint - Jinshi Yiyao (300434.SZ) reported a decline in operating revenue for Q3 2025, while net profit showed significant growth, indicating a mixed financial performance [1] Financial Performance - Operating revenue for Q3 2025 was 217 million yuan, a year-on-year decrease of 7.64% [1] - Net profit attributable to shareholders was 31.02 million yuan, reflecting a year-on-year increase of 63.90% [1] - Net profit attributable to shareholders after deducting non-recurring gains and losses was 23.29 million yuan, up 55.20% year-on-year [1]

Group 1 - The core point of the article is that Jinshi Yiyao (SZ 300434) announced its third-quarter report for 2025 during a board meeting held on October 22, 2025, in Hangzhou, Zhejiang [1] - For the first half of 2025, the revenue composition of Jinshi Yiyao is as follows: 82.76% from the pharmaceutical manufacturing industry, 14.09% from the machinery manufacturing industry, and 3.16% from real estate leasing and management [1] - As of the report, Jinshi Yiyao has a market capitalization of 4.6 billion yuan [1]

Core Viewpoint - Jinshiyao Pharmaceutical (300434) reported a decline in revenue for Q3 2025, while showing significant growth in net profit [1] Financial Performance - In Q3 2025, the company achieved revenue of 217 million yuan, a year-on-year decrease of 7.64% [1] - The net profit attributable to shareholders for Q3 2025 was 31.02 million yuan, reflecting a year-on-year increase of 63.90% [1] - For the first three quarters of 2025, the company reported total revenue of 708 million yuan, down 6.37% year-on-year [1] - The net profit attributable to shareholders for the first three quarters was 96.77 million yuan, marking a year-on-year increase of 66.47% [1]

证券代码：300434 证券简称：金石亚药 公告编号：2025-040 四川金石亚洲医药股份有限公司 本议案已经公司董事会审计委员会审核通过。 表决结果：11 票同意，0 票反对，0 票弃权，本议案获得通过。 三、备查文件 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、董事会会议召开情况 四川金石亚洲医药股份有限公司（以下简称"公司"）第五届董事会第十一 次会议于 2025 年 10 月 22 日在浙江杭州亚科中心公司会议室以现场结合通讯表 决方式召开。本次董事会会议通知已于 2025 年 10 月 17 日以电子邮件或网络方 式发出。会议应出席董事 11 名，实际出席董事 11 名；其中，董事郑志勇先生和 独立董事钟鹏先生、赵小微女士以通讯表决方式出席本次会议。本次会议由董事 长马益平先生主持。公司全体高级管理人员列席了本次会议。本次会议的召集、 召开程序符合《公司法》及《公司章程》的有关规定，会议表决合法有效。 二、董事会会议审议情况 经研究讨论，会议达成如下决议： 1、审议通过《2025 年第三季度报告》 具体内容详见同日刊登在巨潮资讯网（www. ...

四川金石亚洲医药股份有限公司 2025 年第三季度报告 证券代码：300434 证券简称：金石亚药 公告编号：2025-041 四川金石亚洲医药股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 四川金石亚洲医药股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同 | 年初至报告期末 | 年初至报告期末 | | --- | --- | --- | --- | --- | | | | 期增减 | | 比上年同期增减 | | 营业收入（元） | 216,791,709.92 | -7.64% ...

Market Overview - The chemical pharmaceutical sector increased by 0.82% on the previous trading day, with Jinshi Yao leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Top Gainers in Chemical Pharmaceutical Sector - Jinshi Yao (300434) closed at 11.39, up 11.78% with a trading volume of 640,000 shares and a turnover of 714 million yuan [1] - Guangji Pharmaceutical (000952) closed at 7.06, up 9.97% with a trading volume of 215,600 shares and a turnover of 150 million yuan [1] - New Ganjing (920367) closed at 23.21, up 9.02% with a trading volume of less than 37,000 shares and a turnover of 85.7 million yuan [1] - Lingkang Pharmaceutical (603669) closed at 5.97, up 7.37% with a trading volume of 327,700 shares and a turnover of 192 million yuan [1] - Xiangdi Pharmaceutical (301211) closed at 13.12, up 6.84% with a trading volume of 190,800 shares and a turnover of 249 million yuan [1] Top Losers in Chemical Pharmaceutical Sector - Anglikang (002940) closed at 38.92, down 6.58% with a trading volume of 210,700 shares and a turnover of 829 million yuan [2] - Shutaishen (300204) closed at 36.99, down 5.57% with a trading volume of 394,900 shares and a turnover of 1467 million yuan [2] - Yatai Pharmaceutical (002370) closed at 7.00, down 4.76% with a trading volume of 1,532,900 shares and a turnover of 1061 million yuan [2] Capital Flow Analysis - The chemical pharmaceutical sector experienced a net outflow of 421 million yuan from institutional investors and 643 million yuan from speculative funds, while retail investors saw a net inflow of 1.063 billion yuan [2][3] - Jinshi Yao (300434) had a net inflow of 98.99 million yuan from institutional investors, while retail investors had a net outflow of 71.82 million yuan [3] - Guangji Pharmaceutical (000952) saw a net inflow of 39.50 million yuan from institutional investors, but a net outflow of 23.01 million yuan from retail investors [3]

Core Viewpoint - The A-share market is experiencing a surge in flu-related stocks, driven by rising flu activity in southern provinces and the emergence of the H3N2 strain, which has led to increased investor interest in pharmaceutical companies [1][2] Company Performance - **Jinshi Yiyao**: Increased by 13.44%, with a total market value of 4.644 billion [2] - **Guangji Pharmaceutical**: Rose by 9.97%, total market value of 2.448 billion [2] - **Te Yi Pharmaceutical**: Gained 8.78%, market value of 5.209 billion [2] - **Hualan Biological Engineering**: Up by 8.59%, with a market value of 12.9 billion [2] - **Lingkang Pharmaceutical**: Increased by 7.01%, market value of 4.291 billion [2] - **Hengdi Pharmaceutical**: Rose by 6.60%, market value of 5.466 billion [2] - **Innotec**: Increased by 5.37%, market value of 4.459 billion [2] - **Weikang Pharmaceutical**: Up by 4.76%, market value of 3.471 billion [2] - **Yirui Biological**: Increased by 4.67%, market value of 4.359 billion [2] Market Trends - The China CDC reported a slow increase in respiratory disease cases nationwide, with flu activity rising in southern provinces and remaining low in northern regions [1] - Experts suggest that the flu season may arrive earlier this year, with a potential increase in infection rates due to lower immunity against the H3N2 strain [1]

Core Viewpoint - The flu-related stocks experienced a significant surge on October 21, with notable increases in companies such as Te Yi Pharmaceutical, Jinshi Yao, and Hualan Vaccine, driven by rising flu activity in southern China and predictions of an earlier flu season this year [1][4]. Group 1: Stock Performance - Te Yi Pharmaceutical reached a trading limit with a price of 10.27, reflecting a 9.96% increase [2] - Jinshi Yao saw a price increase to 11.73, marking a 15.11% rise [2] - Hualan Vaccine's stock rose to 22.15, showing an 11.87% increase [2] - New Ganjing's stock price increased to 23.72, with a rise of 11.41% [2] - Other companies like Hengdi Pharmaceutical and Xiangrikui also followed the upward trend [1]. Group 2: Flu Activity and Predictions - The China CDC reported an increase in flu activity in southern provinces, indicating a potential early onset of the flu season this year [4] - Experts noted that the predominant flu strain this year is H3N2, differing from last year's H1N1 strain, which may lead to lower immunity levels in the population [5]. Group 3: Vaccination Recommendations - Vaccination is emphasized as the most effective method to prevent flu and reduce severe cases, with recommendations for individuals to get vaccinated between September and November [8] - The flu vaccine needs to be administered annually due to the rapid mutation of the virus, ensuring protection against the current year's strains [8][9]. - High-risk groups, including children under 5, the elderly, and individuals with chronic health conditions, are advised to prioritize vaccination [12].

Group 1 - The core viewpoint of the article highlights a significant rise in flu-related stocks, with companies like Te Yi Pharmaceutical hitting the daily limit, and others like Jinshi Yao, Hualan Vaccine, and Xin Ganjing seeing increases of over 10% [1][2] - The flu activity in southern China is on the rise, with experts predicting an earlier flu season this year compared to last, and the circulating strain being different from the previous year [2][3] - The predominant strain this year is H3N2, which may lead to lower immunity in the population compared to last year's H1N1 strain, necessitating increased attention [4][5] Group 2 - Vaccination is emphasized as the most effective method to prevent flu and reduce severe cases, with recommendations for vaccination between September and November to ensure effective immunity before peak season [6][7] - The article discusses the differences between trivalent and quadrivalent flu vaccines, noting that while quadrivalent vaccines cover an additional strain, the practical difference in effectiveness is minimal [10] - High-risk groups, including children under 5, the elderly over 65, pregnant women, and those with chronic health conditions, are advised to prioritize flu vaccination [12]

Core Viewpoint - The article highlights the rising flu activity in southern China, with predictions of an earlier flu season this year compared to last, primarily driven by the different circulating strain, H3N2, which the public has lower immunity against [2][3]. Group 1: Flu Activity and Strain Information - The current flu season is characterized by the predominance of the H3N2 strain, contrasting with last year's H1N1 strain, indicating a need for heightened awareness due to lower public immunity [3]. - Clinical symptoms of H3N2 include high fever, cough, sore throat, body aches, fatigue, and headache, which are similar to other flu strains [3]. Group 2: Vaccination Recommendations - Vaccination is emphasized as the most effective method to prevent flu and reduce severe cases, with the recommended vaccination period being from September to November to ensure immunity before peak season [5]. - Annual vaccination is necessary due to the rapid mutation of flu viruses, which may differ from year to year, thus requiring updated protection [6]. - High-risk groups, including children under 5, the elderly over 65, pregnant women, and those with chronic health conditions, are advised to receive vaccinations promptly [10]. Group 3: Vaccine Types and Administration - The available flu vaccines in China include inactivated (split) vaccines (trivalent/quadrivalent), inactivated (subunit) vaccines (trivalent/quadrivalent), and live attenuated vaccines (trivalent, nasal spray) [8]. - The difference between trivalent and quadrivalent vaccines lies in the number of virus strains they protect against, with quadrivalent covering an additional B strain, although the practical effectiveness may not differ significantly [8].