每经记者｜徐肖逍 每经编辑｜杨夏 日前，美国减肥药巨头礼来（US LLY）宣布，其GIP/GLP-1药物穆峰达（注：替尔泊肽注射液）获得中国国家药品监督管理局（NMPA）批准，成为首个且 目前唯一用于治疗成人肥胖患者的中度至重度阻塞性睡眠呼吸暂停（OSA）的处方药。 随着GLP-1减肥药赛道竞争日趋激烈，企业间的比拼正从单一的减重疗效，逐步延伸至睡眠呼吸暂停等肥胖相关的并发症上。 Wind数据显示，A股减肥药概念共包含24家企业。每经品牌价值研究院统计发现，其中15家已经发布2024年度ESG相关报告，披露率为62.5%，高于A股46% 的平均水平。同时，每日经济新闻与中央财经大学绿色金融国际研究院（以下简称中财大绿金院）合作开发的"ESG行动派"数据平台显示，A股减肥药概念 股中45.8%的ESG评级处于A级（含A+、A及A-），研发投入头尾部差距较大。 中财大绿金院ESG中心联合主任包婕在接受《每日经济新闻》记者采访时表示，通过ESG评级结果可以发现，在公司治理方面存在风险的企业，往往整体非 财务表现也不佳，有缺陷的公司治理模式导致企业无法在其他维度做到规范。她建议，这类企业需完善内部公司治理架构、机制、 ...

行业周报 行业评级： | 报告期：2025.6.23-2025.7.6 | | | --- | --- | | 投资评级 | 看好 | | 评级变动 | 维持评级 | 本报告期医药生物行业指数涨幅为 5.30%，在申万 31 个一级行业中 位居第 14，跑赢沪深 300 指数（3.52%）。从子行业来看，其他生物 制品、医疗研发外包涨幅居前，涨幅分别为 11.20%、9.37%；医疗设 备、血液制品涨幅居后，涨幅均为 0.98%。 行业走势： 估值方面，截至 2025 年 7 月 4 日，医药生物行业 PE（TTM 整体法， 剔除负值）为 28.52x（上期末为 27.28x），估值上行，低于均值。医 药生物申万三级行业 PE（TTM 整体法，剔除负值）前三的行业分别 为疫苗（54.13x）、医院（36.88x）、其他生物制品（34.72x），中 位数为 29.22x，医药流通（15.20x）估值最低。 XXXX@gwgsc.com 本报告期，两市医药生物行业共有 34 家上市公司的股东净减持 4.92 亿元。其中，7 家增持 5.09 亿元，27 家减持 10.01 亿元。 2025 年 7 月 7 日 证 ...

证券代码：301230 证券简称：泓博医药 公告编号：2025-043 上海泓博智源医药股份有限公司 2024年年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 1、上海泓博智源医药股份有限公司（以下简称"公司"或"本公司"）回购专用证券账 户中的股份 2,046,200 股不参与本次权益分派。公司 2024 年年度权益分派方案为：以公 司现有总股本 139,586,605 股扣除回购专用账户中已回购股份 2,046,200 股后的 137,540,405 股为基数，向全体股东每 10 股派发现金红利 3.3 元（含税），不进行资本 公积金转增股本，不送红股。公司本次实际现金分红总额（含税）=实际参与现金分红 的股本*每股现金分红金额=（139,586,605 股-2,046,200 股）*0.33=45,388,333.65 元。 2、本次权益分派实施后，按 A 股除权前总股本（含回购专用证券账户中的股份） 计算的每 10 股 派 息 （ 含 税 ） ＝ 现 金 分 红 总 额 /A 股 除 权 前 总 股 本 *10=45, ...

Group 1 - AstraZeneca announced a strategic research collaboration with CSPC focusing on high-priority targets to advance the discovery and development of novel oral drug candidates for multiple chronic diseases [1] - The collaboration will utilize CSPC's AI-driven drug discovery platform to identify and optimize small molecules with therapeutic potential for immune diseases [1] - The AI pharmaceutical sector is experiencing rapid iteration and transformation, with significant applications in preclinical drug discovery, indicating a promising long-term growth potential for AI in the pharmaceutical industry [1][2] Group 2 - Traditional pharmaceutical companies are increasingly recognizing the importance of AI technology in drug development, leading to deeper collaborations with AI firms [2] - Companies like Heng Rui Medicine are leveraging AI to enhance the efficiency and reduce costs in the drug development process, focusing on innovative drugs for oncology and autoimmune diseases [3] - WuXi AppTec is positioning itself as a leader in AI pharmaceuticals by integrating self-developed technology platforms and strategic partnerships to facilitate intelligent transformation in drug development [3]

证券代码：301230 证券简称：泓博医药 公告编号：2025-042 上海泓博智源医药股份有限公司 关于持股5%以上股东权益变动触及1%整数倍暨减持计划 实施完毕的公告 公司持股 5%以上股东沈阳富邦投资有限责任公司保证向本公司提供的信息内 容真实、准确、完整，没有虚假记载、误导性陈述或者重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 注：减持比例为占当前扣除回购股份后总股本比例。 3、股东本次减持前后持股情况详见"二、权益变动触及 1%整数倍的具体情况。" 上海泓博智源医药股份有限公司（以下简称"公司"）于 2025 年 5 月 6 日在巨潮资 讯网（http://www.cninfo.com.cn）对外披露了《关于持股 5%以上股东减持计划的预披露 公告》（公告编号：2025-039）。沈阳富邦投资有限责任公司（以下简称"沈阳富邦"） 计划在减持计划公告发布之日起 15 个交易日后的 3 个月内以集中竞价或大宗交易方式 减持公司股份不超过 1,370,000 股，即减持比例不超过公司扣除最新披露的回购专户股 份后总股本的 1.00%。 公司于近日收到沈阳富邦出具的《关于权 ...

Core Viewpoint - The innovative pharmaceutical concept stocks are experiencing significant growth, with notable companies reaching historical highs [1] Group 1: Stock Performance - Xinlitai and Kelun Pharmaceutical both achieved historical highs in stock prices [1] - Yangguang Nuohe is approaching a 20% daily limit increase [1] - Zhongsheng Pharmaceutical previously hit a daily limit increase [1] - Haichen Pharmaceutical, Beida Pharmaceutical, and Hongbo Pharmaceutical saw stock prices rise over 10% [1] - Shutaishen, Haixiang Pharmaceutical, Tigermed, and Huahai Pharmaceutical experienced stock price increases of over 5% [1]

Group 1: Company Growth and Strategy - The company focuses on enhancing core competitiveness by tracking technological advancements and increasing market expansion efforts [2] - Plans to improve production efficiency and profitability through optimized manufacturing processes and capacity utilization [2] - The CRO industry is experiencing rapid growth due to rising R&D costs and efficiency demands, with China becoming a key market for overseas R&D orders [2] Group 2: AI Integration and Development - The company has integrated AI technology into drug development, achieving significant progress in drug design and molecular screening [3] - AI drug development is a core innovation direction, with ongoing investments to overcome challenges such as data quality and model generalization [3] - The ADMET prediction model is based on proprietary technology, utilizing both public and proprietary data to enhance accuracy [4] Group 3: Financial Performance and Shareholder Value - The company emphasizes that the financial performance should be referenced from the disclosed periodic reports [5] - A major shareholder's reduction in holdings is driven by personal financial needs, with no expected impact on the company's operations [5] - The company is implementing share buybacks and increasing dividend frequency to stabilize market expectations and enhance shareholder returns [5]

北京市嘉源律师事务所 关于上海泓博智源医药股份有限公司 2024 年年度股东大会的 法律意见书 西城区复兴门内大街 158 号远洋大厦 4 楼 中国 · 北京 e 点律师事务所 YUAN LAW OFFICES 北京 BEIJING ·上海 SHANGHAI ·深圳 SHENZHEN · 香港 HONG KONG · 广州 GUANGZHOU · 西安 XI'AN 致:上海泓博智源医药股份有限公司 北京市嘉源律师事务所 关于上海泓博智源医药股份有限公司 2024 年年度股东大会的 法律意见书 嘉源(2025)-04-295 北京市嘉源律师事务所(以下简称"本所")接受上海泓博智源医药股份有 限公司(以下简称"公司")的委托,根据《中华人民共和国公司法》(以下简称 "《公司法》")《上市公司股东会规则》(以下简称"《股东会规则》")等现行有效 的法律、行政法规、部门规章、规范性文件(以下简称"法律法规")以及《上 海泓博智源医药股份有限公司章程》(以下简称"《公司章程》")的有关规定,指 派本所律师对公司 2024年年度股东大会(以下简称"本次股东大会")进行见证, 并依法出具本法律意见书。 为出具本法律意见书 ...

特别提示： 证券代码：301230 证券简称：泓博医药 公告编号：2025-041 上海泓博智源医药股份有限公司 2024 年年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 1、本次股东大会不存在新增、修改、否决议案的情形； 2、本次股东大会不存在变更前次股东大会决议的情形； 3、本次股东大会采取现场投票与网络投票相结合的方式进行。 一、会议召开情况 1、会议通知方式：公告方式 2、会议召开时间： （1）现场会议召开时间：2025 年 5 月 15 日（星期四）14:00 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 5 月 15 日上午 9:15~9:25，9:30~11:30 和下午 13:00~15:00；通过深圳证券交易所互联网 投票系统投票的具体时间为 2025 年 5 月 15 日 9:15～15:00 任意时间。 3、现场会议地点：上海浦东新区凯庆路 59 号 12 幢公司 101 会议室 4、会议召开方式：本次股东大会采取现场投票、网络投票相结合的方式。 5、会议召集人：公司董事会 参加 ...

Core Viewpoint - The report highlights the recovery of profitability for Hongbo Pharmaceutical, driven by stable revenue growth and the launch of the AI-enabled platform DiOrion, leading to an "Accumulate" rating for the company [1][8]. Financial Performance - In 2024, the company achieved revenue of 544 million yuan, a year-on-year increase of 11.18%, while the net profit attributable to shareholders was 17 million yuan, down 54.59% year-on-year [2]. - The first quarter of 2025 saw revenue of 169 million yuan, a year-on-year increase of 29.61%, with net profit attributable to shareholders rising to 12 million yuan, a significant increase of 226.47% [2]. Revenue and Profit Trends - Revenue showed stable growth, with quarterly figures for 2024 being 131 million, 135 million, 126 million, and 153 million yuan, respectively, and further growth in Q1 2025 to 169 million yuan [3]. - The company’s net profit margin improved, with the gross profit margin for Q1 2024 at 20.61% and increasing to 28.39% in Q1 2025 [3]. Business Segments - The drug discovery segment maintained steady growth, generating 317 million yuan in revenue, accounting for 58.14% of total revenue, with a year-on-year growth of 7.97% [4]. - The commercialization segment experienced rapid growth, achieving 165 million yuan in revenue, a year-on-year increase of 51.02% [4]. - The process research and development segment faced challenges, with revenue declining by 38.15% to 48 million yuan [4]. Client and Order Growth - The number of active clients in the CRO/CDMO segment grew significantly, reaching 399, a year-on-year increase of 99.50% [5]. - The company maintained a stable order backlog of 312 million yuan, with a slight year-on-year increase of 1.18% [5]. R&D Investment and AI Development - R&D investment reached 47 million yuan in 2024, a year-on-year increase of 26.58%, representing 8.68% of total revenue [6]. - The AI-enabled platform DiOrion, which integrates various drug discovery processes, has been successfully launched, enhancing the company's competitive edge [6]. Investment Outlook - The company is projected to achieve net profits of 404.2 million, 488.8 million, and 543.7 million yuan for 2025, 2026, and 2027, respectively, with corresponding EPS of 0.29, 0.35, and 0.39 yuan [7]. - The company’s comprehensive service platform and continuous R&D investment are expected to drive future growth, maintaining an "Accumulate" rating [8].