上海泓博智源医药股份有限公司 2025 年半年度报告全文 证券代码：301230 证券简称：泓博医药 公告编号：2025-046 上海泓博智源医药股份有限公司 2025 年半年度报告 2025 年 8 月 1 上海泓博智源医药股份有限公司 2025 年半年度报告全文 | | | --- | 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人 PING CHEN、主管会计工作负责人蒋胜力及会计机构负责 人(会计主管人员)李世成声明：保证本半年度报告中财务报告的真实、准确、 完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中所涉及的未来计划、发展战略等前瞻性描述不构成本公司对投资 者的承诺，敬请投资者注意投资风险。 公司在本报告第三节"管理层讨论与分析"中"十、公司面临的风险和应对 措施"部分，描述了公司经营中可能存在的风险，敬请投资者关注相关内容。 公司经本次董事会审议通过的利润分配预案为：以公司实施利润分配方 案时股权登记日已发行总股本扣除回购股份数为 ...

泓博医药公告，2025年上半年营业收入3.53亿元，同比增长32.73%。净利润2476.14万元，同比增长 54.99%。公司拟以实施利润分配方案时股权登记日已发行总股本扣除回购股份数为基数，向全体股东 每10股派发现金红利0.7元（含税），送红股0股（含税），不以公积金转增股本。 ...

Market Overview - On August 27, the medical services sector declined by 2.14%, with Haitai Biological leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Stock Performance - Notable gainers in the medical services sector included: - Digital Human: Closed at 17.23, up 12.84% with a trading volume of 200,800 shares and a turnover of 355 million [1] - Nanmo Biology: Closed at 62.11, up 8.34% with a trading volume of 41,300 shares and a turnover of 250 million [1] - Dian Diagnostics: Closed at 17.49, up 5.81% with a trading volume of 813,500 shares and a turnover of 1.467 billion [1] - Major decliners included: - Haitai Biological: Closed at 51.28, down 6.87% with a trading volume of 128,800 shares and a turnover of 684 million [2] - Hongbo Pharmaceutical: Closed at 37.93, down 5.79% with a trading volume of 125,600 shares and a turnover of 498 million [2] - Huacheng Medical: Closed at 3.78, down 5.74% with a trading volume of 843,900 shares and a turnover of 328 million [2] Capital Flow - The medical services sector experienced a net outflow of 1.677 billion from institutional investors, while retail investors saw a net inflow of 951 million [2][3] - Key stocks with significant capital flow included: - Jinyu Medical: Net inflow of 120 million from institutional investors, but a net outflow of 79 million from retail investors [3] - Huada Gene: Net inflow of 107 million from institutional investors, with outflows from both retail and speculative investors [3] - Dian Diagnostics: Net inflow of 65.5 million from institutional investors, with outflows from speculative and retail investors [3]

Group 1 - The core viewpoint of the news is that Hongbo Pharmaceutical has shown significant stock performance and financial growth in recent months, indicating a positive market sentiment towards the company [1][2] - As of August 22, Hongbo Pharmaceutical's stock price increased by 59.75% year-to-date, with a recent price of 40.25 CNY per share and a market capitalization of 5.618 billion CNY [1] - The company experienced a net inflow of main funds amounting to 9.1394 million CNY, with significant buying activity from large orders [1] Group 2 - For the first quarter of 2025, Hongbo Pharmaceutical reported a revenue of 169 million CNY, reflecting a year-on-year growth of 29.61% [2] - The number of shareholders increased by 51.89% to 15,300, while the average circulating shares per person decreased by 34.16% to 5,018 shares [2] - The company has distributed a total of 133 million CNY in dividends since its A-share listing [2]

Core Insights - The company, Hongbo Pharmaceutical, has opened its DiOrion-GPT large model for trial use to select partners, receiving positive feedback overall [1] - The company is currently engaged in multiple functional optimizations and system upgrades, with an official update expected in the coming months [1] - By the end of 2024, the company's CADD/AIDD technology platform is projected to have supported a total of 80 new drug projects, with the number of clients purchasing CADD/AIDD services reaching 40 [1]

Core Viewpoint - The company has established a systematic layout in AI drug design, focusing on computing power, data resources, and vertical large models [1] Group 1 - The company possesses stable and efficient computing resources that support key tasks such as drug design, molecular simulation, and model training [1] - The company has accumulated rich data resources and built a knowledge graph, providing solid support for large models [1] - The company has independently developed a vertical large model in the biopharmaceutical field, covering functions such as literature research, drug design and evaluation, and patent infringement analysis, while continuously enhancing its intelligence capabilities [1]

Core Insights - The company's DiOrion-GPT large model has been made available for trial to select partners, receiving positive feedback overall [2] - The company is currently optimizing multiple functions and upgrading the system, with updates expected to be announced in the coming months [2] CADD/AIDD Platform - By the end of 2024, the company’s CADD/AIDD technology platform is projected to have supported a total of 80 new drug projects [2] - The number of clients utilizing the company's CADD/AIDD services has reached 40 [2]

泓博医药（301230.SZ）8月12日在投资者互动平台表示，公司暂不涉及相关领域。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司有无布局基因编辑技术，和哪些制药公司 有深度合作？ ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300149 | 睿智医药 | 13.30 | -6.60% | 97.13万 | 13.47 乙 | | 688710 | 益诺思 | 42.93 | -4.34% | 2.77万 | 1.21亿 | | 300725 | 药石科技 | 47.25 | -4.08% | 22.57万 | 10.92亿 | | 603456 | 九州药业 | 18.32 | -3.48% | 63.91万 | 11.90亿 | | 603259 | 药明康德 | 93.00 | -3.40% | 89.33万 | 83.98亿 | | 300759 | 康龙化成 | 30.10 | -3.22% | 61.22万 | 18.70亿 | | 688202 | 美迪西 | 61.60 | -2.84% | 7.28万 | 4.55 Z | | 002173 | 创新医疗 | 14.92 | -2.74% | 81.94万 | 12.53亿 | | 002821 | 司 ...

Core Viewpoint - As of July 30, 2025, Hongbo Pharmaceutical (301230) experienced a decline of 3.52% in stock price, closing at 39.43 yuan, with significant net outflow of funds indicating potential investor concerns [1]. Financial Performance - For Q1 2025, the company reported total revenue of 169 million yuan, representing a year-on-year growth of 29.61% - Net profit attributable to shareholders reached 11.97 million yuan, showing a substantial increase of 226.47% - The non-recurring net profit was 9.68 million yuan, reflecting a remarkable growth of 1448.20% - The liquidity ratios were strong, with a current ratio of 4.359 and a quick ratio of 3.852, while the debt-to-asset ratio stood at 21.41% [1]. Company Background - Shanghai Hongbo Zhiyuan Pharmaceutical Co., Ltd. was established in 2007 and is located in Shanghai, focusing on research and experimental development - The company has a registered capital of approximately 139.59 million yuan and a paid-in capital of about 85.28 million yuan - The legal representative of the company is Ping Chen [1][2]. Investment and Intellectual Property - The company has made investments in 7 enterprises and participated in 5 bidding projects - It holds 6 trademark registrations and 40 patents, along with 44 administrative licenses [2].