Core Insights - Taincon (301263.SZ) reported its Q3 2025 results, revealing that 18 institutional investors hold a total of 33.68 million A-shares, accounting for 7.92% of the total share capital [1] - The top ten institutional investors collectively hold 7.54% of the shares, with an increase of 1.30 percentage points compared to the previous quarter [1] Institutional Investors - The top institutional investors include Guotai Junan Securities Asset Management, Basic Pension Insurance Fund No. 1203 Combination, and Shaanxi International Trust Co., Ltd. [1] - The increase in holdings among the top ten institutional investors indicates growing confidence in Taincon [1] Public Funds - Four public funds increased their holdings, including Dachen Active Growth Mixed A and Penghua Stable Return Mixed A, with an increase ratio of 0.17% [2] - Ten public funds reduced their holdings, with a decrease ratio of 0.85%, including Dachen Consumption Theme Mixed A and Dachen Value Growth Mixed A [2] - A total of 100 public funds did not disclose their holdings this quarter, indicating potential shifts in investment strategies [2] Pension Funds - One pension fund, the Basic Pension Insurance Fund No. 1203 Combination, increased its holdings by 0.4% [2]

证券代码：301263 证券简称：泰恩康 公告编号：2025-073 广东泰恩康医药股份有限公司 关于公司及子公司 2025 年度增加向金融机构 申请授信额度的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 广东泰恩康医药股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日召 开第五届董事会第十一次会议，审议通过《关于公司及子公司 2025 年度增加向 金融机构申请授信额度的议案》。现将相关情况公告如下： （二）本次拟增加授信额度情况 结合当前公司实际情况及经营规划，为满足公司 2025 年度经营发展的资金 需要，公司拟在原审议通过的申请授信额度基础上增加授信额度人民币 50,000.00 万元，本次申请授信总额度由原来的 100, 000.00 万元增至 150, 000.00 万元。授信种类包括但不限于流动资金贷款、非流动资金贷款、贸易融资、承兑 汇票、保理、保函、开立信用证、票据贴现等授信业务，具体业务品种及授信期 限最终以银行及其他金融机构实际审批为准。 上述授信额度最终以银行及其他金融机构实际审批的授信额度为准，授信额 度不等于公 ...

证券代码：301263 证券简称：泰恩康 公告编号：2025-072 广东泰恩康医药股份有限公司 第五届董事会第十一次会议决议公告 经与会董事充分讨论，本次会议审议通过议案如下： （一）审议通过《关于公司〈2025 年第三季度报告〉的议案》 董事会在全面审核公司《2025 年第三季度报告》后，认为：《2025 年第三 季度报告》的编制程序符合相关法律法规，报告内容真实、准确、完整地反映 了公司 2025 年第三季度的整体经营情况，不存在虚假记载、误导性陈述或重大 遗漏。 本议案已经公司第五届董事会审计委员会审议通过。 表决情况：7 票同意，0 票反对，0 票弃权。 具体内容详见公司同日披露于巨潮资讯网（http://www.cninfo.com.cn）上的 《2025 年第三季度报告》。 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、董事会会议召开情况 广东泰恩康医药股份有限公司（以下简称"公司"）第五届董事会第十一 次会议（以下简称"会议"）通知于 2025 年 10 月 24 日以书面送达或电子邮件 方式向全体董事发出，会议于 2025 年 10 月 ...

Group 1 - The company's third-quarter revenue was 179 million, representing a growth of 1.02% [1] - The company reported a net loss of 5.68 million, a decline of 118.57% [1] - For the first three quarters, the revenue totaled 526 million, a decrease of 8.13% [1] Group 2 - The net profit for the first three quarters was 31.41 million, down 73.00% [1]

广东泰恩康医药股份有限公司 2025 年第三季度报告 证券代码：301263 证券简称：泰恩康 公告编号：2025-071 广东泰恩康医药股份有限公司 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 适用 □不适用 | | | | 单位：元 | | --- | --- | --- | --- | | 项目 | 本报告期金额 | 年初至报告期期 末金额 | 说明 | | 非流动性资产处置损益（包括已计提资产减值准备的冲 销部分） | 109.29 | -856,620.59 | | | 计入当期损益的政府补助（与公司正常经营业务密切相 关、符合国家政策规定、按照确定的标准享有、对公司 损益产生持续影响的政府补助除外） | 4 ...

Group 1 - The company has provided updates on the progress of its CKBA ointment for treating vitiligo, indicating that any significant developments will be disclosed in accordance with regulatory requirements [2] - The Phase III clinical trial for the CKBA ointment targeting vitiligo is expected to officially start by the end of this year [2] - The seamless Phase II/III clinical trial for CKBA cream for treating rosacea is anticipated to begin patient enrollment by December 2025 [2]

（文章来源：证券日报） 证券日报网讯 10月15日晚间，泰恩康发布公告称，公司于近日收到公司控股股东、实际控制人孙伟文 女士的通知，获悉其所持有的公司部分股份办理了解除质押的手续，本次解除质押股份数量为14， 880，000股。 ...

Group 1 - The company, Guangdong Tianenkang Pharmaceutical Co., Ltd., announced the release of share pledges by its controlling shareholder, Sun Weiwen, involving 14.88 million shares [1] - As of the announcement date, Zheng Hanjie has pledged a total of 35.5 million shares, representing 40.17% of his holdings [1] - Sun Weiwen has pledged a total of 11.62 million shares, accounting for 17.55% of her holdings [1]

证券代码：301263 证券简称：泰恩康 公告编号：2025-070 广东泰恩康医药股份有限公司 关于控股股东、实际控制人部分股份解除质押的公告 三、其他情况说明 1、截至本公告披露日，上述股东不存在非经营性资金占用、违规担保等侵 害公司利益的情形。 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。 广东泰恩康医药股份有限公司（以下简称"公司"）于近日收到公司控股股东、 实际控制人孙伟文女士的通知，获悉其所持有的公司部分股份办理了解除质押的 手续，具体情况如下： | | 是否为控股股 东或第一大股 | 本次解除 | 占其所 持股份 | 占公司总 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | | 质押数量 | | 股本比例 | 质押 | 质押 | 质权人 | | 名称 | 东及其一致行 | （股） | 比例 | （%） | 起始日 | 解除日 | | | | 动人 | | （%） | | | | | | 孙伟文 | 是 | 14,880,000 | 22.47 | 3.50 | 2 ...

Core Insights - The recent Nobel Prize in Physiology or Medicine has reignited global interest in immunology, particularly focusing on immune tolerance and regulation, which aligns with the scientific core of the company's product CKBA [1][2][3] Company Overview - TianKang is recognized as a leading Chinese innovative pharmaceutical company, making significant strides in the immunotherapy sector with its core product CKBA, which indicates a forward-looking approach in precision medicine [1][4] - The company has shifted from a traditional sales-driven model to an integrated "research-production-sales" model, with a cumulative R&D investment of nearly 320 million yuan from 2023 to 2024, maintaining an R&D intensity exceeding 20%, significantly higher than the industry average [4] Product Development - CKBA is the world's first innovative small molecule targeting T cell fatty acid metabolism pathways, specifically binding to fatty acid metabolism enzymes ACC1/MFE-2, allowing for precise regulation of CD8+ cytotoxic T lymphocytes (CTLs) [3][5] - The clinical advancement of CKBA has been rapid, with Phase II clinical trials for vitiligo showing significant efficacy and safety advantages, and plans for Phase III trials are underway [4][5] Market Positioning - The immunotherapy market is growing at an annual rate of over 10%, but it is highly competitive and saturated. CKBA's targeted immune regulation offers a differentiated advantage, potentially creating a new market space [5] - The product's development reflects a broader industry shift from "immune suppression" to "immune reconstruction," resonating with the foundational research recognized by the Nobel Prize [5]