Group 1 - The A-share market saw a rise in innovative drug concept stocks, with notable increases in companies such as Haitai Biological (up over 8%), Guangshengtang (up 7%), and Kangchen Pharmaceutical (up over 5%) [1] - The National Medical Products Administration announced strong support for the innovative development of the biomanufacturing industry during the "14th Five-Year Plan" period, aiming to shift the pharmaceutical industry from "follow-up innovation" to "systematic innovation" [1] Group 2 - Haitai Biological reported a rise of 8.63%, with a total market value of 4.285 billion [2] - Guangshengtang increased by 7.01%, with a total market value of 18.4 billion [2] - Kangchen Pharmaceutical rose by 5.46%, with a total market value of 6.607 billion [2] - Xintai increased by 4.20%, with a total market value of 53.6 billion [2] - Shutaishen rose by 3.94%, with a total market value of 1.3 billion [2] - Beilu Pharmaceutical increased by 3.49%, with a total market value of 584.3 million [2] - Tigermed rose by 3.37%, with a total market value of 56.3 billion [2]

Group 1 - The innovative drug sector experienced a significant upward trend on February 4, with notable gains in several companies [2] - HaiTe Bio saw an increase of over 8%, while GuangShengTang rose by more than 6% [2] - Other companies such as KangChen Pharmaceutical, ShuTaiShen, XinLiTai, BeiLu Pharmaceutical, and Tigermed also showed positive movement in their stock prices [2]

Group 1 - The A-share market saw a rise in innovative drug concept stocks, with notable increases in companies such as Haitai Biological (up over 8%), Guangshengtang (up 7%), and Kangchen Pharmaceutical (up over 5%) [1] - The National Medical Products Administration announced strong support for the innovation and development of the biomanufacturing industry during the "14th Five-Year Plan" period, aiming to shift the pharmaceutical industry from "follow-up innovation" to "systematic innovation" [1] Group 2 - Haitai Biological reported a rise of 8.63% with a total market value of 42.85 billion and a year-to-date increase of 18.07% [2] - Guangshengtang increased by 7.01%, with a total market value of 18.4 billion and a year-to-date increase of 29.53% [2] - Kangchen Pharmaceutical rose by 5.46%, with a total market value of 6.607 billion and a year-to-date increase of 4.53% [2] - Xintai increased by 4.20%, with a total market value of 53.6 billion and a year-to-date decrease of 2.89% [2] - Shutaishen and Beilu Pharmaceutical both saw increases of over 3%, with market values of 13 billion and 5.843 billion respectively [2]

近日，广生堂发布公告称，预计2025年度归母净利润亏损约为1.7亿元至2.4亿元，扣除非经常性损益后的净利润预计 亏损约为1.77亿元至2.48亿元。 公告中提到，业绩亏损的主要原因包括持续的研发投入以及前期固定资产投资较大，导致研发费用和管理费用保持在 较高水平。此外，预计非经常性损益对公司归母净利润的影响约为750万元，同比减少约3573万元，主要因政府补助 大幅减少。 （广生堂公告） ...

Market Performance - The chemical pharmaceutical sector increased by 1.41% on February 3, with Yiming Pharmaceutical leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Top Gainers in Chemical Pharmaceutical Sector - Yiming Pharmaceutical (002826) closed at 20.98, up 9.27% with a trading volume of 269,200 shares and a transaction value of 559 million [1] - Yuandong Biological (688513) closed at 68.90, up 8.85% with a trading volume of 64,600 shares [1] - Nami Technology (688690) closed at 29.00, up 7.01% with a trading volume of 93,900 shares and a transaction value of 265 million [1] - Lianhuan Pharmaceutical (600513) closed at 20.15, up 5.94% with a trading volume of 162,200 shares and a transaction value of 323 million [1] Top Losers in Chemical Pharmaceutical Sector - Shuangbi Pharmaceutical (002038) closed at 6.41, down 7.10% with a trading volume of 801,300 shares and a transaction value of 511 million [2] - Haizhi Pharmaceutical (002653) closed at 47.50, down 5.47% with a trading volume of 90,200 shares and a transaction value of 430 million [2] - Nuo Cheng Jianhua (688428) closed at 21.13, down 3.78% with a trading volume of 163,500 shares [2] Capital Flow Analysis - The chemical pharmaceutical sector experienced a net outflow of 42.01 million from institutional investors, while retail investors saw a net inflow of 651 million [2] - The main capital inflow was observed in Yiming Pharmaceutical with 58.98 million, while it faced a net outflow of 58.77 million from retail investors [3] - Other notable inflows included Guangsheng Tang (300436) with 14.8 million from main capital, while it faced a net outflow of 95.56 million from retail investors [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 本次业绩预告相关财务数据是公司财务部门初步测算的结果，未经会计师事务所审计。公司已就本报告 期业绩预告有关事项与会计师事务所进行预沟通，双方在本次业绩预告方面不存在重大分歧。 证券代码：300436 证券简称：广生堂 公告编号：2026003 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、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 2、业绩预告情况：预计净利润为负值 二、与会计师事务所沟通情况 2、公司基于谨慎性原则，对报告期末合并报表范围内无形资产、存货、固定资产等资产进行减值测 试，对发生减值的资产计提减值准备。 3、报告期内，预计非经常性损益对公司归属于上市公司股东的净利润的影响约750万元，同比减少约 3,573万元，主要是政府补助大幅减少。 上述计提资产减值准备等财务数据情况未经会计师事务所审计，计提资产减值准备的相关评估工作正在 进行中，最终数据以会计师事务所审计结果为准。 四、其他相关说明 2025年年度具体财务数据将在公司2025年年度报告中详细披露， ...

Core Viewpoint - The report presented at the AASLD annual meeting is a significant showcase of the company's progress in innovative drug development for hepatitis B treatment, aimed at gaining international attention in the field of hepatology and fostering friendly international exchanges and discussions [1] Group 1 - The company is committed to steadily advancing the clinical research and development of innovative hepatitis B drugs [1] - The company will fulfill its obligation to disclose information regarding the progress of innovative drugs in a timely manner, in accordance with regulations [1]

Core Viewpoint - Guangshengtang (300436) forecasts a net profit attributable to shareholders of -170 million to -240 million yuan for the year 2025, indicating a challenging financial outlook due to high R&D and management expenses [1] Group 1: Financial Performance - The company expects a net profit loss between -170 million and -240 million yuan for 2025 [1] - The high level of R&D and management expenses is attributed to significant prior fixed asset investments [1] Group 2: R&D and Clinical Trials - Guangshengtang continues to adhere to its innovative drug development strategy, with ongoing investments in R&D to expedite clinical research [1] - The Phase III clinical trial for the hepatitis B treatment drug GST-HG141 has successfully enrolled 526 participants, meeting the planned enrollment target [1] - The company anticipates completing the total enrollment by mid-February, with a possibility of slightly exceeding the original target [1] Group 3: Asset Management - The company has conducted impairment tests on intangible assets, inventory, and fixed assets at the end of the reporting period, and has made provisions for any identified impairments [1]

Core Viewpoint - The current diagnosis rate for chronic hepatitis B in China is approximately 22%, and the treatment rate is about 15%, indicating a significant gap compared to the targets set in the "Action Plan for the Prevention and Control of Viral Hepatitis (2025-2030)" which aims for an 80% diagnosis and treatment rate by 2030 [1] Group 1 - The integration of the "screen-diagnose-treat" system is expected to significantly improve the management coverage and accessibility of treatment for chronic hepatitis B patients [1] - The advancement in this integrated system is anticipated to have a positive impact on the hepatitis B drug market [1]

历年净利、扣非情况(亿元) 1 (亿元) 0.148 0 -0.34 -1.27 -1.56 -1 -2.05 -3.48 -2 -3 -4 2020 2021 2023 2022 2024 2025E 归母净利润 扣非净利润 制图数据来自恒生聚源数据库 历年净利、扣非同比增长情况(%) 500 55-16 --- 31:15 -- 0 38.01 % -335.33 -266.19'-173.61 -500 2021 2020 2022 2023 2024 2025E ¬○- 归母净利润同比增长率 -○- 扣非净利润同比增长率 中证智能财讯广生堂（300436）1月30日晚间披露2025年度业绩预告，预计2025年归母净利润亏损1.7亿元至2.4亿元，上年同期亏损1.56亿元；扣非净利润亏 损1.78亿元至2.48亿元，上年同期亏损2亿元。以最新收盘价计算，市净率（LF）约41.43倍，市销率（TTM）约36.83倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 资料显示，公司秉承"广播仁爱·关注民生"的企业使命，坚定为人类的肝脏健康提供科学解决方案的梦想，坚定不移推动创新药物研发，实 ...