证券代码：301230 证券简称：泓博医药 公告编号：2026-004 上海泓博智源医药股份有限公司 2025年度业绩预告 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。 一、本期业绩预告情况 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：预计净利润为正值且属于同向上升 50%以上情形 （1）以区间数进行业绩预告的 二、与会计师事务所沟通情况 单位：万元 项 目 本报告期 上年同期 归属于上市公司股 东的净利润 3,120 ～ 3,810 比上年同期 1,708.32 增长 82.64% ～ 123.03% 扣除非经常性损益 后的净利润 2,090 ～ 2,560 比上年同期 495.74 增长 321.59% ～ 416.40% 三、业绩变动原因说明 1、报告期内，公司围绕"以药物设计为核心驱动、以一站式服务为战略主导"的发 展定位持续深化主营业务布局，积极落实年度经营计划，2025 年整体经营态势良好。药物 发现、工艺研究与开发、商业化生产各业务板块营业收入均实现同比增长。两家全资子公 司上海泓博尚 ...

截至12月31日，泓博医药股东户数1.40万，较上期减少1.34%；人均流通股8960股，较上期增加1.36%。 2025年1月-9月，泓博医药实现营业收入5.14亿元，同比增长31.43%；归母净利润3474.96万元，同比增 长127.96%。 分红方面，泓博医药A股上市后累计派现1.56亿元。 机构持仓方面，截止2025年9月30日，泓博医药十大流通股东中，长城消费增值混合A（200006）位居 第五大流通股东，持股160.09万股，持股数量较上期不变。中欧科创主题混合(LOF)A（501081）退出 十大流通股东之列。 责任编辑：小浪快报 1月26日，泓博医药涨1.64%，成交额9.28亿元。两融数据显示，当日泓博医药获融资买入额9153.65万 元，融资偿还8311.37万元，融资净买入842.28万元。截至1月26日，泓博医药融资融券余额合计3.88亿 元。 融资方面，泓博医药当日融资买入9153.65万元。当前融资余额3.87亿元，占流通市值的5.53%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，泓博医药1月26日融券偿还0.00股，融券卖出100.00股，按当日收盘价计算，卖出 ...

证券日报网讯 1月26日，泓博医药在互动平台回答投资者提问时表示，截至2025年8月，公司DiOrion平 台已累计为95个新药项目提供技术支持，其中7个项目已进入临床实验阶段，平台服务客户总数达45 家，涵盖多个治疗领域。该平台作为公司自主研发的赋能药物研发的平台，已完成本地部署并持续迭代 升级，现已集成9大核心模块，涵盖新药早期研发的全流程。 （编辑 袁冠琳） ...

证券日报网讯1月26日，泓博医药（301230）在互动平台回答投资者提问时表示，公司的DiOrion平台围 绕药物早期研发的关键环节开展能力建设，包括分子设计、虚拟筛选、成药性评估、专利风险分析等方 向的模块化能力建设。公司将根据业务发展需要，稳步推进相关技术在医药研发领域的进一步应用探 索，以期提升研发效率、增强核心竞争力。 ...

英国《独立报》23日称，印度当局正采取措施应对西孟加拉邦暴发的尼帕病毒疫情。当地媒体称，感染 者在加尔各答及周边地区医院接受治疗，其中一名病患病情危重，已有近百人被要求居家隔离。泰国民 航局宣布，26日起对来自印度西孟加拉邦的航班进行全面筛查，以防止尼帕病毒输入泰国。 1月26日，A股市场生物医药股全线上涨，其中，康乐卫士涨超20%，迈克生物、凯普生物、之江生 物、华兰疫苗20CM涨停，金迪克、智飞生物涨超13%，康希诺、百普赛斯涨超12%，东方生物涨超 11%，沃森生物、圣湘生物涨超10%，达安基因、科华生物10CM涨停，康泰生物、泓博医药涨超7%。 消息面上，近日，印度西孟加拉邦暴发尼帕病毒疫情，可人传人，死亡率最高达75%，尚无疫苗。 1998年到1999年，尼帕病毒导致的疫情曾在马来西亚、新加坡蔓延，导致百余人死亡，百万只猪因此被 扑杀，此后该疫情也曾在印度、孟加拉国、菲律宾暴发。世界卫生组织将尼帕病毒列为一种致命的人畜 共患病毒，主要由果蝠携带。该病毒可通过被污染的食物传播给人类，或直接人传人，死亡率在40%到 75%之间。据世卫组织介绍，这种病毒从感染到出现症状的潜伏期一般为4天至14天，最长可达 ...

1998年到1999年，尼帕病毒导致的疫情曾在马来西亚、新加坡蔓延，导致百余人死亡，百万只猪因此被 扑杀，此后该疫情也曾在印度、孟加拉国、菲律宾暴发。世界卫生组织将尼帕病毒列为一种致命的人畜 共患病毒，主要由果蝠携带。该病毒可通过被污染的食物传播给人类，或直接人传人，死亡率在40%到 75%之间。据世卫组织介绍，这种病毒从感染到出现症状的潜伏期一般为4天至14天，最长可达45天。 目前尚无专门针对尼帕病毒的疫苗和有效疗法。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920575 | 康乐卫士 | 海 | 20.48 | 33.71亿 | 45.10 | | 300463 | 迈克生物 | 1 | 20.03 | 85.86 Z | 26.90 | | 300639 | 凯普生物 | | 20.03 | 46.87 乙 | 34.76 | | 688317 | 之江生物 | 1 | 20.01 | 49.10亿 | 26.67 | | 301207 | 甲六段 | 1 | 20.00 | 140亿 ...

Group 1 - Zhejiang Wenchuang Internet focuses on digital marketing and cultural technology, integrating AI into smart marketing and digital content creation, enhancing brand marketing digital transformation across various industries [1][17] - Saiwu Technology collaborates with Suzhou University to establish the AI4S laboratory, creating a closed loop of "AI screening - process optimization - mass production," significantly increasing revenue in related businesses [1][18] - Huashi Technology strategically invests in Yuchuang Robotics, applying AI in various scenarios such as airport monitoring and risk warning, providing intelligent solutions for smart cities [1][19] Group 2 - Yidian Tianxia leverages AI for global smart marketing, developing a full-chain solution that includes multi-language digital content generation and intelligent ad optimization [2][18] - Tongda Hai builds a comprehensive legal knowledge graph using vast legal data, enhancing judicial efficiency through its self-developed AI platform [2][19] - Sanwei Communication's subsidiary, Juwang Technology, utilizes AI for advertising material generation and optimization, significantly improving marketing efficiency [2][19] Group 3 - BlueFocus is a leader in AI marketing, applying AI across the entire marketing chain, including creative generation and effect analysis, to drive digital transformation in the marketing industry [3][19] - Huashu Media actively promotes AI integration in broadcasting, enhancing user experience through smart content recommendations and network optimization [3][20] - Subot constructs a cross-disciplinary platform for material and intelligent mechanics, driving high-end material development and optimizing production processes [3][20] Group 4 - Shiji Tianhong integrates AI into education, enhancing digital transformation in educational support services through intelligent systems [4][20] - Hongbo Pharmaceutical's AI drug design platform focuses on cyclic peptide drug development, significantly improving drug design efficiency and accuracy [5][21] - Tianlong Group's self-developed platform empowers digital marketing across various industries, enhancing customer acquisition and conversion rates [5][21] Group 5 - Yanshan Technology integrates AI into internet services and supply chain management, optimizing marketing and operational efficiency [6][22] - ChaoTu Software merges AI with GIS, enabling intelligent spatial data processing and analysis for smart city applications [6][22] - Heren Technology focuses on smart healthcare, developing AI systems to assist medical personnel and improve operational efficiency [6][23] Group 6 - Youzu Network applies AI throughout game development and operation, enhancing player engagement and experience [6][23] - Jinka Intelligent integrates AI into gas metering, improving management efficiency and safety in gas supply [7][24] - Liard incorporates AI into display technology, optimizing visual experiences and expanding applications in smart displays [7][24] Group 7 - Guanshang Technology focuses on military equipment lifecycle management using AI for fault diagnosis and training simulation [7][25] - Zhidema applies AI in consumer decision-making and e-commerce marketing, enhancing product recommendations and marketing strategies [7][25] - Runda Medical enhances laboratory testing processes with AI, improving detection accuracy and efficiency [7][25] Group 8 - Tiandi Online specializes in digital marketing, utilizing AI for user profiling and intelligent ad targeting [8][26] - Qianfang Technology focuses on smart transportation, developing AI systems for traffic management and vehicle recognition [8][26] - Jiaxun Feihong integrates AI into communication and rail transit, enhancing operational efficiency and safety [8][26] Group 9 - Jiadu Technology applies AI in smart city and rail transit, enhancing safety monitoring and automation [8][27] - Jiuzhoutong empowers pharmaceutical supply chains with AI for demand forecasting and inventory management [8][27] - Weining Health focuses on comprehensive smart healthcare solutions, enhancing operational efficiency and cost control [8][27] Group 10 - Dianke Digital strengthens IT service capabilities with AI, focusing on data center operations and security [8][28] - Guangting Information specializes in intelligent connected vehicles, developing AI systems for driving assistance and data governance [8][28] - Rongxin Culture integrates AI into children's publishing, enhancing reading experiences and content creation [8][29] Group 11 - Zhaochi Co. introduces AI in consumer electronics and lighting, optimizing product performance and supply chain management [8][29] - Jinxiandai focuses on industrial software, enhancing digital transformation through AI-assisted development and operations [8][30] - Huatu Shanding integrates AI into architectural design, improving efficiency and precision in building projects [8][30] Group 12 - Lakala enhances payment services with AI, improving transaction security and merchant support [8][30] - Yingjianke focuses on building design software, utilizing AI for structural optimization and efficiency [8][30] - Borui Communication empowers media and digital culture with AI, enhancing content delivery and user engagement [8][31] Group 13 - Haoyun Technology enhances security IoT with AI, providing risk assessment and decision support [8][31] - Shenguang Group leverages AI for digital marketing, optimizing user targeting and ad performance [8][31] - Oriental Pearl actively promotes AI in broadcasting, enhancing content production and user experience [8][31] Group 14 - Zhizhen Technology focuses on IT operations in communication and government sectors, utilizing AI for efficient management [8][32]

Core Viewpoint - The medical services sector experienced a rise of 1.19% on January 23, with notable gains from companies like Nuohua Zhiyuan, which led the sector's performance [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1]. - The medical services sector saw significant individual stock movements, with Nuohua Zhiyuan (688315) closing at 17.00, up 13.26%, and Hai Te Biological (300683) closing at 33.31, up 7.66% [1]. Group 2: Trading Volume and Value - Nuohua Zhiyuan had a trading volume of 219,500 shares and a transaction value of 365 million yuan [1]. - Hai Te Biological recorded a trading volume of 190,900 shares with a transaction value of 632 million yuan [1]. Group 3: Capital Flow - The medical services sector saw a net inflow of 999.1 million yuan from institutional investors, while retail investors experienced a net outflow of 1.069 billion yuan [2]. - The capital flow data indicates that major stocks like Diyan Diagnosis (300244) had a net inflow of 288 million yuan from institutional investors [3].

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300436 | 广生堂 | 1 | 20.00 | 153亿 | 8.00 | | 301093 | 中三股份 | 资 | 12.00 | 138亿 | 63.89 | | 600774 | 汉商集团 * | | 10.00 | 34.08亿 | 26.37 | | 300683 | 海特生物 | 资 | 7.92 | 43.71亿 | 20.41 | | 688759 | 必贝特-U | 1 | 6.64 | 249亿 | 90.09 | | 300204 | 舒泰神 | 1 | 5.78 | 136亿 | 4.58 | | 688222 | 成都先导 | 中 | 5.42 | 138亿 | 46.78 | | 000078 | 海王生物 | 1 | 5.23 | 101亿 | 10.40 | | 600998 | 九州通 | 1 | 4.71 | 280亿 | 8.59 | | 301230 | 泓博医药 | | 4.60 | 67.60亿 | 62 ...

Investment Rating - The industry investment rating is "Strong Buy" and is maintained [2]. Core Insights - The investment value of the AI + pharmaceutical industry lies in the analysis of the current state and future judgment of the industry. Understanding the role of AI in pharmaceuticals, its business models, growth potential, key growth factors, and competitive barriers is essential [4]. - AI in pharmaceuticals primarily enhances efficiency and innovation. The most mature applications of AI in drug development focus on cost reduction and efficiency improvements in preclinical stages, significantly shortening development cycles and reducing costs [5]. - The global market for AI-enabled drug development is projected to grow from $11.9 billion in 2023 to $74.6 billion by 2032, with a CAGR of 22.6% [5]. - The industry has seen a significant increase in investment, with the AI + CRO/AI + Biotech model being a major trend for profitability. High-quality data production capabilities are identified as a core competitive advantage [5][6]. Summary by Sections AI's Role in Pharmaceuticals - AI in drug development combines technologies like NLP and deep neural networks to enhance efficiency and expand innovation space. It integrates vast biomedical data to empower the entire drug development process [9]. - AI's application is most effective in the preclinical research phase, where it can reduce costs by over 90% and significantly shorten development timelines [21]. Market Size and Commercialization Focus - The AI + pharmaceutical financing landscape has seen rapid growth since 2015, with a total of $24.6 billion raised by 2022. However, there has been a decline in financing activity due to global economic conditions [48]. - The commercial focus is on molecular entities, with the industry not yet forming a unified paradigm, leading to structural differentiation among companies [52][68]. Business Models - The industry features three main business models: SaaS, AI + CRO, and AI + Biotech. The AI + CRO model is predominant, leveraging AI technology to provide outsourced drug development services [62][63]. - SaaS models face challenges due to limited market size and high competition, making them less favorable for new entrants [67]. Key Players and Competitive Landscape - The report highlights leading companies in the AI pharmaceutical space, including Insilico Medicine, Relay Therapeutics, and Schrodinger, which are involved in various stages of drug development [53][54]. - The competitive landscape is characterized by a "Matthew Effect," where leading players dominate due to their established capabilities and resources [6].