证券代码：300558 证券简称：贝达药业 公告编号：2025-046 贝达药业股份有限公司 关于股东股份质押变动的公告 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。 贝达药业股份有限公司（以下简称"公司"）今日接到股东宁波凯铭投资管理合伙企业 （有限合伙）（以下简称"凯铭投资"）函告，获悉凯铭投资持有本公司的部分股份发生质 押变动，现将具体情况公告如下： 1 截至 2025 年 6 月 18 日，因已完成 2023 年限制性股票激励计划首次授予第一个归属期股票归属，丁列明先生持股数量增至 1,024,238 股，公司总股本增至 420,733,843 股。 一、股东股份质押基本情况 1、凯铭投资质押股份延期购回情况 | 是否为控股股东或 第一大股东及其 | 本次延期 购回数量 | 占其所持 | 占公司总 股本比例1 | 是否为 | 质押起始日 质押到期日 | | 延期后质押 | 质权人 | 质押用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 一致行动人 | （股） | ...

贝达药业股份有限公司 2024 年度分红派息实施公告 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：300558 证券简称：贝达药业 公告编号：2025-045 特别提示： 1、贝达药业股份有限公司（以下简称"公司"）于 2025 年 5 月 8 日召开的 2024 年度股东大会审议通过《2024 年度利润分配预案》：以总股本 418,485,885 股为基数，向全体股东每 10 股派发现金红利 2.00 元（含税），共分配现金红利 83,697,177.00 元；剩余未分配利润结转以后年度分配。不进行资本公积金转增股 本，不送红股。若在分配方案实施前公司总股本发生变化的，分配比例将按分派 总额不变的原则相应调整。 二、本次实施的利润分配方案 2、2025 年 5 月 27 日，公司 2023 年限制性股票激励计划首次授予部分第一 个归属期归属股份完成登记并上市流通，本次归属股票 2,247,958 股，归属完成 后公司总股本由 418,485,885 股增加至 420,733,843 股。 3、鉴于在 2024 年度利润分配方案实施前公司总股本发 ...

Group 1 - The core viewpoint of the news is the strategic partnership between Betta Pharmaceuticals and Borui Biotech for the commercialization of the drug "Qupashuangzhu" in the Greater China region, which includes exclusive rights for Betta to distribute trastuzumab (brand name: Anruize®) and all rights related to pertuzumab injection [1][4] - Breast cancer is highlighted as the most common malignant tumor among women, with trastuzumab being the first targeted monoclonal antibody drug for HER2-positive breast cancer, and pertuzumab being a recombinant humanized monoclonal antibody that enhances treatment efficacy [3] - The partnership is seen as a significant step in enhancing Betta's market position in breast cancer treatment and accelerating Borui's capabilities in developing large molecule drugs for oncology [4][5] Group 2 - Betta Pharmaceuticals' CEO expressed gratitude for the efforts of both teams, emphasizing that this collaboration marks a milestone in China's biopharmaceutical innovation and industry synergy [4] - The collaboration is expected to provide better treatment options and accessibility for breast cancer patients, aligning with Betta's mission to improve patient outcomes through innovation [4][6] - Borui Biotech's CEO noted that the successful collaboration is built on trust established during the Betanatin® project, and both companies aim to achieve synergistic effects through their combined strengths [5][6]

重组蛋白概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 688336 | 三生国健 | -6.57 | 2.29 | -4635.79 | | 300558 | 贝达药业 | -2.84 | 2.53 | -3277.44 | | 002584 | 西陇科学 | 2.76 | 29.20 | -2911.11 | | 300723 | 一品红 | -6.90 | 3.88 | -2770.52 | | 688062 | 迈威生物 | -4.86 | 8.35 | -2603.88 | | 600223 | 福瑞达 | -0.38 | 2.74 | -2206.56 | | 688222 | 成都先导 | -4.00 | 3.32 | -2027.29 | | 688553 | 汇宇制药 | -0.81 | 1.71 | -1353.18 | | 300122 | 智飞生物 | -0.98 | 1.05 | -1319.40 | | 688266 | 泽璟制药 | -2.50 | 1 ...

Investment Rating - The investment rating for the company is "Accumulate" [6][8]. Core Views - The company reported a revenue of 2.892 billion yuan for 2024, representing a year-on-year growth of 17.74%, and a net profit attributable to shareholders of 403 million yuan, up 15.67% year-on-year [1]. - The first quarter of 2025 saw a revenue of 918 million yuan, a year-on-year increase of 24.71%, with a net profit of 100 million yuan, growing 1.99% year-on-year [1]. - The company is expected to see significant revenue growth driven by its core products, particularly the ALK inhibitor Ensartinib, which has been included in the medical insurance directory and received clinical guideline recommendations [3][5]. Financial Performance - The company is projected to achieve revenues of 3.702 billion, 4.516 billion, and 5.162 billion yuan for 2025, 2026, and 2027 respectively, with net profits expected to reach 661 million, 930 million, and 1.030 billion yuan in the same years [6][12]. - The EBITDA for 2024 is estimated at 1.324 billion yuan, with a net profit margin of 14.17% [12][13]. Cost Management - In 2024, the company increased its sales expenses to 1.094 billion yuan, a 28.10% increase from 2023, while R&D expenses decreased to 502 million yuan, down 8.7 percentage points [2][4]. - The management expenses for 2024 were reported at 269 million yuan, reflecting a decrease of 1.4 percentage points year-on-year [2]. Product Development - The company is actively expanding its product portfolio in the lung cancer field, with four candidates in development targeting EGFR mutations [4]. - The strategic cooperation for the commercialization of plant-derived recombinant human serum albumin injection has been accepted for priority review by NMPA [4]. Market Position - The company’s core product, Ensartinib, is expected to see robust growth due to its long treatment duration and favorable competitive landscape, especially in the post-operative adjuvant indication [3][5]. - The company is also advancing its international commercialization efforts, with Ensartinib approved for ALK-positive NSCLC in the U.S. and undergoing EMA listing procedures [5].

Investment Rating - The report maintains a "Buy" rating for the company, with a target price not specified [6][8]. Core Insights - The company reported a revenue of 2.892 billion yuan for 2024, representing a year-on-year growth of 17.74%. The net profit attributable to the parent company was 403 million yuan, up 15.67% year-on-year, while the non-recurring net profit reached 410 million yuan, marking a significant increase of 55.92% [1]. - In Q1 2025, the company achieved a revenue of 918 million yuan, reflecting a year-on-year growth of 24.71%, with a net profit of 100 million yuan, a slight increase of 1.99% [1]. - The company is focusing on enhancing management efficiency by streamlining R&D expenses while increasing sales promotion efforts, with sales expenses for 2024 amounting to 1.094 billion yuan, a 28.10% increase from 2023 [2]. Financial Performance - The company expects revenues of 3.702 billion yuan, 4.516 billion yuan, and 5.162 billion yuan for 2025, 2026, and 2027, respectively. The net profit attributable to the parent company is projected to be 661 million yuan in 2025, 930 million yuan in 2026, and 1.030 billion yuan in 2027 [6][12]. - The EBITDA for 2024 is estimated at 1.324 billion yuan, with a net profit margin of 14.17% for 2024 [12][13]. Product Development and Market Position - The company's core product, the ALK inhibitor Ensartinib, is experiencing steady growth due to its long treatment duration and has been included in the medical insurance directory for first-line treatment of ALK-positive NSCLC [3]. - The company is actively expanding its product portfolio in the lung cancer field, with four candidates in development, including MCLA-129 and CFT8919, aimed at enhancing its competitive edge [4]. - Several products are nearing commercialization, including Ensartinib, which has received approval for first-line treatment in the U.S. and is progressing well in clinical trials [5].

证券代码：300558 证券简称：贝达药业 公告编号：2025-044 贝达药业股份有限公司 关于 2023 年限制性股票激励计划首次授予部分第一个归属期 归属结果暨股份上市的公告 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。 重要内容提示： 1、本次归属日：2025 年 5 月 27 日。 2、本次归属股票数量、归属人数：本次归属的股票数量为 2,247,958 股， 占目前公司总股本 418,485,885 股的 0.5372%；本次归属人数为 467 人。 3、本次归属股票上市流通安排：本次归属股票实际上市流通的数量为 2,247,958 股，占目前公司总股本 418,485,885 股的 0.5372%；本次归属股票上市 流通日为 2025 年 5 月 27 日；本次归属的限制性股票无其他限售安排，股票上 市后即可流通。 贝达药业股份有限公司（以下简称"公司"）于 2025 年 5 月 15 日召开了 第四届董事会第二十四次会议、第四届监事会第二十一次会议，审议通过了 《关于 2023 年限制性股票激励计划首次授予部分第一个归属期符合归属条件的 议案 ...

截至5月23日收盘，细胞免疫治疗概念上涨1.35%，位居概念板块涨幅第3，板块内，35股上涨，塞力医 疗涨停，阳光诺和、舒泰神、贝达药业等涨幅居前，分别上涨12.55%、11.77%、8.35%。跌幅居前的有 姚记科技、海南海药、近岸蛋白等，分别下跌4.24%、3.62%、3.19%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可控核聚变 | 2.38 | 兵装重组概念 | -3.52 | | CRO概念 | 1.51 | 中韩自贸区 | -3.07 | | 细胞免疫治疗 | 1.35 | 快手概念 | -2.89 | | 仿制药一致性评价 | 1.31 | 小红书概念 | -2.60 | | 幽门螺杆菌概念 | 1.28 | 财税数字化 | -2.60 | | 减肥药 | 1.27 | 共享单车 | -2.52 | | 创新药 | 0.97 | 云游戏 | -2.52 | | 光刻胶 | 0.94 | 算力租赁 | -2.50 | | 肝炎概念 | 0.89 | 航运概念 | -2.49 | | 染料 ...

数据显示，截至2025年4月30日，中证500质量成长指数(930939)前十大权重股分别为赤峰黄金(600988)、九号公司(689009)、恺英网络(002517)、胜宏科技 (300476)、水晶光电(002273)、西部矿业(601168)、东阿阿胶(000423)、晶晨股份(688099)、惠泰医疗(688617)、神州泰岳(300002)，前十大权重股合计占比 24.07%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 600988 | 赤峰黄金 | 0.15% | 3.13% | | 689009 | 九号公司 | -1.18% | 2.71% | | 002273 | 水晶光电 | 0.63% | 2.61% | | 300476 | 胜宏科技 | 1.27% | 2.53% | | 601168 | 西部矿业 | 0.88% | 2.35% | | 000423 | 东阿阿胶 | 0.44% | 2.23% | | 002517 | 恺英网络 | -1.97% | 2.21% | | 688099 | 晶晨股份 | -0.13 ...

2025年5月23日，创新药企ETF(560900)盘中走强，一度涨超1.5%，截至09:53，该基金跟踪指数中证创 新药产业指数(931152)强势上涨1.17%，成分股众生药业(002317)上涨10.02%，科伦药业(002422)上涨 6.09%，贝达药业(300558)上涨5.29%，信立泰(002294)，泰格医药(300347)等个股跟涨。截至5月22日， 创新药企ETF(560900)近1周累计上涨4.06%。 伴随AI驱动新一轮科技浪潮的兴起，摩根资产管理整合旗下"全球视野投科技"产品线，从主动管理到被 动投资产品，助力投资者从全球视野布局优质科技企业，把握时代浪潮下的投资机遇。 主动管理方面，摩根新兴动力基金（A类：377240 C类：014642）从长期视角争取把握新兴产业趋势； 摩根智慧互联基金（A类：001313 C类：016919）聚焦人工智能相关领域机会；摩根动力精选基金（A 类：006250 C类：013137）关注新能源车产业链、人形机器人等领域；摩根慧选成长基金（A类： 008314 C类：008315），布局A+H优质成长企业；摩根太平洋科技基金（PRC人民币对冲（累计） ...