转自：证券时报 人民财讯10月27日电，新诺威(300765)10月27日发布2025年第三季度报告，前三季度实现营业收入15.93 亿元，同比增长7.71%；归母净利润亏损2404.89万元。第三季度营业收入5.43亿元，同比增长7.18%； 归母净利润亏损2130.27万元。 ...

证券代码：300765 证券简称：新诺威 公告编号：2025-083 石药创新制药股份有限公司 二、董事会会议审议情况 经与会董事充分讨论，本次会议审议并通过了如下议案： （一）审议并通过《关于公司<2025 年第三季度报告>的议案》 经审议，董事会认为：《2025 年第三季度报告》的内容符合法律、行政法规、 中国证券监督管理委员会和深圳证券交易所的相关规定，报告内容真实、准确、 完整，不存在任何虚假记载、误导性陈述或者重大遗漏。 具体内容详见公司刊载于中国证监会指定创业板信息披露网站巨潮资讯网 （www.cninfo.com.cn）上的相关公告。 第六届董事会第二十七次会议决议公告 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、董事会会议召开情况 石药创新制药股份有限公司（以下简称"公司"或"上市公司"）第六届董 事会第二十七次会议（以下简称"本次会议"）于 2025 年 10 月 27 日在公司会议 室以现场加通讯表决相结合的方式召开，会议通知于 2025 年 10 月 22 日以专人 送出、电话通知等方式送达全体董事。 会议由公司董事长姚兵先生主持 ...

石药创新制药股份有限公司 2025 年第三季度报告 证券代码：300765 证券简称：新诺威 公告编号：2025-084 石药创新制药股份有限公司 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 石药创新制药股份有限公司 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） | 543,456,419.92 | 7.18% | 1,593, ...

Group 1 - The core point of the news is that XinNuoWei's stock price has been declining, with a drop of 5.01% on October 23, reaching 38.89 CNY per share, and a total market capitalization of 54.625 billion CNY [1] - XinNuoWei has experienced a cumulative decline of 6.74% over the past three days [1] - The company, founded on April 5, 2006, specializes in the research, production, and sales of functional foods, with 88.93% of its revenue coming from functional foods and raw materials [1] Group 2 - Citic Securities Fund has a significant holding in XinNuoWei, with its fund "Citic Jiankang A" holding 225,000 shares, accounting for 3.86% of the fund's net value [2] - The fund has incurred a floating loss of approximately 461,200 CNY today and a total floating loss of 666,000 CNY during the three-day decline [2] - The fund manager, Xie Wei, has been in position for 7 years and 143 days, with the fund's total asset size at 1.987 billion CNY [2]

Company Overview - XinNuoWei is primarily engaged in the research, production, and sales of functional foods, with 88.93% of its revenue coming from this segment, followed by biopharmaceuticals at 8.91% and other sources at 2.16% [1] - The company was established on April 5, 2006, and went public on March 22, 2019 [1] Stock Performance - As of October 23, XinNuoWei's stock price decreased by 2.03%, trading at 40.11 CNY per share, with a market capitalization of 56.338 billion CNY [1] - Year-to-date, the stock has increased by 50.96%, but has seen declines of 8.28% over the last five trading days, 17.09% over the last 20 days, and 23.01% over the last 60 days [1] Financial Performance - For the first half of 2025, XinNuoWei reported revenue of 1.05 billion CNY, a year-on-year increase of 7.99%, while the net profit attributable to shareholders was a loss of 2.7461 million CNY, a decrease of 102% compared to the previous year [2] Shareholder Information - As of October 20, XinNuoWei had 16,400 shareholders, a decrease of 2.77% from the previous period, with an average of 75,892 circulating shares per shareholder, an increase of 2.85% [2] - The company has distributed a total of 651 million CNY in dividends since its A-share listing, with 500 million CNY distributed over the last three years [3] Institutional Holdings - As of June 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 20.9991 million shares, an increase of 5.045 million shares from the previous period [3] - New institutional shareholders include Zhongou Medical Innovation Stock A and Huatai-PineBridge Innovation Medical Mixed A, while others like E Fund Healthcare Industry Mixed A have exited the top ten circulating shareholders list [3]

Group 1 - The core point of the news is that XinNuoWei's stock price has dropped by 5.02%, currently trading at 40.65 CNY per share, with a total market capitalization of 57.097 billion CNY [1] - XinNuoWei is primarily engaged in the research, production, and sales of functional foods, with 88.93% of its revenue coming from functional foods and raw materials, 8.91% from biopharmaceuticals, and 2.16% from other sources [1] Group 2 - Dongwu Fund has a significant holding in XinNuoWei, with the Dongwu Smart Medical Quantitative Mixed A Fund holding 220,100 shares, representing 5.97% of the fund's net value, making it the seventh-largest holding [2] - The Dongwu Smart Medical Quantitative Mixed A Fund has a year-to-date return of 26.05%, ranking 3386 out of 8160 in its category, and a one-year return of 15.64%, ranking 4664 out of 8026 [2] - The fund manager, Mao Kejun, has been in charge for 4 years and 104 days, with the fund's total asset size currently at 280 million CNY [2]

今年以来新诺威已经1次登上龙虎榜，最近一次登上龙虎榜为6月6日，当日龙虎榜净买入3970.92万元； 买入总计1.58亿元 ，占总成交额比21.87%；卖出总计1.19亿元 ，占总成交额比16.38%。 10月22日，新诺威盘中下跌2.01%，截至13:03，报41.94元/股，成交1.42亿元，换手率0.27%，总市值 589.09亿元。 资金流向方面，主力资金净流出529.90万元，特大单买入679.16万元，占比4.78%，卖出0.00元，占比 0.00%；大单买入1070.77万元，占比7.54%，卖出2279.83万元，占比16.06%。 新诺威今年以来股价涨57.85%，近5个交易日跌1.62%，近20日跌14.81%，近60日跌20.16%。 资料显示，石药创新制药股份有限公司位于河北省石家庄市栾城区张举路62号，成立日期2006年4月5 日，上市日期2019年3月22日，公司主营业务涉及功能食品的研发、生产与销售。主营业务收入构成 为：功能食品及原料88.93%，生物制药8.91%，其他2.16%。 新诺威所属申万行业为：医药生物-化学制药-原料药。所属概念板块包括：创新药、维生素、融资融 券 ...

Investment Rating - The report maintains a positive outlook on the innovative drug and medical device industry, highlighting key targets for investment [5][24]. Core Insights - The innovative drug sector is experiencing high growth, with a focus on companies such as Jiangsu Heng Rui Medicine, Hansoh Pharmaceutical Group, and others. The report emphasizes the potential for value re-evaluation in these firms [5][24]. - Recent business development (BD) deals in the innovative drug sector are expected to catalyze market activity, with notable transactions including Jiangsu Heng Rui Medicine's agreement with Kite for a $1.20 billion upfront payment, potentially reaching $15.20 billion in total [5][24]. - The A-share pharmaceutical sector underperformed the broader market in the third week of October 2025, with the Shanghai Composite Index falling by 1.5% and the SW Biopharma index declining by 2.5% [7][18]. Summary by Sections 1. Continuous Focus on Innovative Drugs and Medical Devices - The report emphasizes the high growth potential in innovative drugs, with key investment targets including Jiangsu Heng Rui Medicine, Hansoh Pharmaceutical Group, and others. Related targets include CSPC Innovation Pharmaceutical [5][24]. 2. A-Share Pharmaceutical Sector Performance - In the third week of October 2025, the A-share pharmaceutical sector saw a decline of 2.5%, underperforming the Shanghai Composite Index, which fell by 1.5%. The report notes that the sector's premium relative to all A-shares is currently at a normal level, with a relative premium rate of 74.5% [7][14][21]. 3. Hong Kong and U.S. Pharmaceutical Sector Performance - The report indicates that the Hong Kong and U.S. pharmaceutical sectors also underperformed, with the Hang Seng Healthcare index dropping by 5.8% and the S&P 500 Healthcare index increasing by only 0.7% during the same period [18][24].

Core Viewpoint - New Nuo Wei's stock price has experienced fluctuations, with a year-to-date increase of 60.71% but a recent decline over the past 20 and 60 days [1][2] Financial Performance - For the first half of 2025, New Nuo Wei achieved revenue of 1.05 billion yuan, representing a year-on-year growth of 7.99%, while the net profit attributable to shareholders was -2.75 million yuan, a decrease of 102% compared to the previous year [2] - Cumulative cash dividends since the A-share listing amount to 651 million yuan, with 500 million yuan distributed over the past three years [3] Stock Market Activity - As of October 21, New Nuo Wei's stock price was 42.70 yuan per share, with a market capitalization of 59.976 billion yuan [1] - The stock has seen a net outflow of 6.0867 million yuan in principal funds, with significant selling activity [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with a net buy of 39.7092 million yuan on June 6 [1] Shareholder Structure - As of June 30, 2025, New Nuo Wei had 16,900 shareholders, an increase of 2.99%, with an average of 73,791 circulating shares per shareholder, a decrease of 2.90% [2][3] - Major shareholders include Hong Kong Central Clearing Limited and various mutual funds, with some increasing their holdings while others have exited the top ten list [3]

Core Viewpoint - XinNuoWei (300765) reported that as of October 10, 2025, the number of shareholders in its combined ordinary and margin trading accounts is expected to reach 16,900 [1] Summary by Categories - **Company Information** - XinNuoWei's combined ordinary and margin trading accounts will have a total of 16,900 shareholders by October 10, 2025 [1]