Core Viewpoint - Haofan Bio, a leading company in the peptide synthesis reagent sector, was established in December 2003 and went public on July 12, 2023, in Shenzhen, with its headquarters in Suzhou, Jiangsu Province [1] Group 1: Business Overview - Haofan Bio specializes in the research and sales of peptide synthesis reagents, protein crosslinkers, and molecular building blocks, with a focus on peptide drugs, innovative drugs, and biopharmaceuticals [1] - The company has a differentiated advantage in technology and customer resources [1] Group 2: Financial Performance - In Q3 2025, Haofan Bio reported revenue of 435 million yuan, ranking 24th among 34 companies in the industry, while the industry leader, Changchun High-tech, had revenue of 9.807 billion yuan [2] - The net profit for the same period was approximately 99.24 million yuan, placing the company 16th in the industry, with the top performer, Tonghua Dongbao, reporting a net profit of 1.188 billion yuan [2] Group 3: Financial Ratios - As of Q3 2025, Haofan Bio's debt-to-asset ratio was 7.86%, significantly lower than the industry average of 26.88%, indicating strong solvency [3] - The company's gross profit margin was 38.75%, which is below the industry average of 70.17%, suggesting room for improvement in profitability [3] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 12.14% to 10,000, while the average number of circulating A-shares held per shareholder increased by 19.09% to 4,200.4 [5] - The fifth largest circulating shareholder, Huatai-PB Health Mixed Fund, increased its holdings by 26,430 shares [5] Group 5: Future Outlook - The company is expected to maintain steady growth, with projected net profits of 166 million, 208 million, and 268 million yuan for 2025 to 2027, respectively, and corresponding EPS of 1.54, 1.93, and 2.48 yuan [5] - Haofan Bio has established a presence in over 1,900 pharmaceutical-related enterprises globally and is actively expanding into the European market [5] - The company is enhancing its production capacity through self-built facilities and acquisitions, with ongoing projects in Anhui and Huai'an expected to resolve capacity issues by mid-2026 [5]

Core Insights - Haofan Bio (301393.SZ) reported its Q3 2025 results, revealing that as of October 28, 2025, six institutional investors held a total of 8.0947 million shares, representing 7.50% of the company's total equity. This marks a decrease of 2.00 percentage points from the previous quarter [1] Institutional Holdings - The institutional investors include Ningbo Haoxin Enterprise Management Consulting Partnership, Suzhou Haoyin Venture Capital Partnership, Industrial and Commercial Bank of China - Huatai Securities Healthcare Mixed Fund, Suzhou Haofan Bio's repurchase special securities account, Abu Dhabi Investment Authority, and Minsheng Securities - CITIC Bank - Minsheng Securities Haofan Bio Strategic Placement No. 1 Collective Asset Management Plan [1] - The public fund that increased its holdings this period is Huatai Securities Healthcare Mixed Fund, with an increase of 0.24% [1] - A total of 75 public funds that were not disclosed in the previous quarter include various funds such as Huisheng Healthcare 6-Month Holding Mixed Fund and others [1] Social Security Fund - One social security fund, the National Social Security Fund 109 Portfolio, was not disclosed in the previous quarter [1]

Core Viewpoint - Haofan Bio (301393.SZ) reported a significant increase in revenue and a modest rise in net profit for the first three quarters of 2025, indicating positive growth trends in its financial performance [1] Financial Performance - The company's operating revenue for the first three quarters reached 435 million yuan, representing a year-on-year growth of 32.47% [1] - The net profit attributable to shareholders of the listed company was 99.24 million yuan, showing a year-on-year increase of 3.01% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 81.27 million yuan, reflecting a year-on-year decrease of 2.79% [1] - Basic earnings per share stood at 0.93 yuan [1]

苏州昊帆生物股份有限公司（以下简称"公司"）第四届监事会第十一次会 议于 2025 年 10 月 27 日在公司以现场方式召开。会议通知于 2025 年 10 月 24 日以专人送达及电话等方式发出。 本次会议由监事会主席孙豪义先生主持，会议应出席监事 3 人，实际出席监 事 3 人。董事会秘书列席本次会议。本次会议的召集、召开符合本次会议的召集、 召开符合《公司法》和《公司章程》的有关规定。 证券代码：301393 证券简称：昊帆生物 公告编号：2025-052 苏州昊帆生物股份有限公司 第四届监事会第十一次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 二、监事会会议审议情况 与会监事以记名投票表决方式，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，监事会认为：董事会编制和审核公司 2025 年第三季度报告的程序 符合法律、行政法规和中国证监会的规定，报告内容真实、准确、完整地反映了 公司的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 表决结果：3 名监事同意， ...

证券代码：301393 证券简称：昊帆生物 公告编号：2025-051 苏州昊帆生物股份有限公司 公司董事会经审议认为：公司 2025 年第三季度报告所载内容真实、准确、 完整，不存在任何虚假记载、误导性陈述或者重大遗漏。 表决结果：9 名董事同意，占全体董事人数的 100%；0 名弃权，0 名反对。 本议案已经公司审计委员会审议通过，并一致同意提交董事会审议。 第四届董事会第十三次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，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 苏州昊帆生物股份有限公司（以下简称"公司"）第四届董事会第十三次会 议于 2025 年 10 月 27 日以通讯方式召开，会议通知于 2025 年 10 月 24 日以专人 送达及电话等方式发出。 本次会议由董事长朱勇先生主持，会议应出席董事 9 人，实际出席 9 人。公 司全体监事、高级管理人员列席本次会议。本次会议的召集、召开符合《公司法》 和《公司章程》的有关规定。 二、董事会会议审议情况 与会董事以记名投票表决方式，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 ...

苏州昊帆生物股份有限公司 关于公司 2025 年中期现金分红方案的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 证券代码：301393 证券简称：昊帆生物 公告编号：2025-053 特别提示： 1、每股分配比例：每 10 股派发现金红利 1.35 元（含税）。 2、本次利润分配以实施权益分派股权登记日登记的总股本扣减公司回购专 用证券账户中的股份为基数，具体日期将在权益分派实施公告中明确。 3、在实施权益分派的股权登记日前苏州昊帆生物股份有限公司总股本发生 变动的，维持分配比例不变，相应调整分配总额，并将另行公告具体调整情况。 4、本次 2025 年中期现金分红事项已经 2024 年度股东大会审议通过，授权 董事会制定并实施具体的现金分红方案。 苏州昊帆生物股份有限公司（以下简称"公司"）于 2025 年 10 月 27 日召 开第四届董事会第十三次会议、第四届监事会第十一次会议，审议通过了《关于 公司 2025 年中期现金分红方案的议案》，该事项已经公司 2024 年度股东大会授 权，无需提交股东大会审议。现将具体情况公告如下： 一、利润分配方案的 ...

Core Viewpoint - Haofan Bio reported a significant increase in revenue for Q3 2025, but a decline in net profit compared to the previous year [1] Financial Performance - In Q3 2025, the company achieved a revenue of 164 million yuan, representing a year-on-year growth of 59.45% [1] - The net profit attributable to shareholders was 23.35 million yuan, showing a decrease of 23.50% year-on-year [1] - Basic earnings per share for Q3 2025 were 0.22 yuan [1] Year-to-Date Performance - For the first three quarters of 2025, the company reported a total revenue of 435 million yuan, which is a year-on-year increase of 32.47% [1] - The net profit attributable to shareholders for the first three quarters was 99.24 million yuan, reflecting a growth of 3.01% year-on-year [1] - Basic earnings per share for the first three quarters were 0.93 yuan [1]

Revenue and Profitability - Revenue for Q3 2025 reached ¥164,399,742.15, an increase of 59.45% year-over-year[5] - Net profit attributable to shareholders decreased by 23.50% to ¥23,353,545.93 in Q3 2025[5] - Net profit excluding non-recurring items was ¥19,271,570.19, down 20.76% compared to the same period last year[5] - The company's operating revenue for the first three quarters of 2025 reached ¥434.70 million, a 32.47% increase compared to ¥328.16 million in the same period of 2024[10] - The net profit for the reporting period, excluding the impact of the newly acquired Foster Pharmaceuticals, was ¥36.76 million, reflecting a 20.43% year-on-year growth[10] - Net profit for the current period was ¥99,238,347.92, representing a 3.0% increase compared to ¥96,335,195.65 in the previous period[29] Assets and Liabilities - Total assets increased by 8.52% to ¥2,549,790,054.85 as of September 30, 2025[5] - The total liabilities increased to CNY 181,886,840.09 from CNY 71,162,838.83, indicating a significant rise of approximately 156.5%[24] - The company reported a total current assets of CNY 1,835,895,685.80 as of September 30, 2025, down from CNY 1,944,260,056.93 at the beginning of the period, representing a decrease of approximately 5.57%[22] - The total non-current assets increased to CNY 713,894,369.05 from CNY 405,359,118.69, showing an increase of approximately 76%[23] Cash Flow - Cash flow from operating activities showed a significant decline of 55.23%, totaling ¥47,723,128.59 year-to-date[5] - Cash inflow from operating activities totaled ¥393,575,655.90, compared to ¥368,404,311.40 in the previous period, reflecting a growth of 6.9%[31] - The net cash flow from operating activities was $47,723,128.59, a decrease of 55.3% compared to $106,599,489.96 in the previous period[32] - The total cash inflow from investment activities was $4,031,521,486.09, significantly up from $739,050,803.89, marking an increase of 445.5%[32] - The net cash flow from investment activities was $354,383,240.84, recovering from a negative cash flow of -$950,298,018.67 in the previous period[32] - The total cash inflow from financing activities was $79,601,100.00, compared to $11,500,000.00 in the previous period, representing an increase of 592.3%[32] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 10,024, with the largest shareholder holding 47.40% of the shares[13] - The company adjusted the grant price for the 2024 restricted stock incentive plan from CNY 22.30 per share to CNY 21.91 per share due to mid-year equity distribution[17] - The company plans to grant 179,000 shares of the second category of restricted stock to 13 eligible participants at the adjusted price of CNY 21.91 per share on July 2, 2025[17] Acquisitions and Goodwill - The company acquired a subsidiary, resulting in goodwill of ¥71,721,165.16[9] - The company completed the acquisition of 100% equity in Hangzhou Foster Pharmaceutical Co., Ltd., with the first phase of the equity transfer completed on July 9, 2025, resulting in the company holding 85% of the shares[19] - The company acquired Hangzhou Foster Pharmaceuticals in July 2025, which reported an operating revenue of ¥20.93 million and a net loss of ¥13.41 million during the reporting period[10] - The company's goodwill increased to CNY 71,721,165.16, reflecting the impact of recent acquisitions[23] Financial Performance Metrics - The weighted average return on equity decreased to 1.01%, down 0.36 percentage points from the previous year[5] - Basic earnings per share increased to ¥0.93 from ¥0.90, while diluted earnings per share rose to ¥0.92 from ¥0.89[30] - Total operating costs amounted to ¥336,820,135.14, up 47.4% from ¥228,599,500.59 year-over-year[28] - Research and development expenses were ¥30,612,903.47, up from ¥26,225,248.09, indicating a focus on innovation[28] Tax and Financial Charges - The company reported a significant increase in tax and additional charges by 82.77% to ¥4.67 million, primarily due to increased additional taxes[10] - The deferred income tax liabilities increased by 768.82% to ¥8.15 million, mainly due to the recognition of deferred taxes from the newly acquired assets of Foster Pharmaceuticals[10] Financial Adjustments - The financial expenses decreased by 67.06% to -¥8.20 million, attributed to adjustments in cash management product types[10] - The investment income surged by 975.39% to ¥12.61 million, due to changes in cash management product types[10] - The company reported a financial income of ¥12,832,185.57, down from ¥28,050,784.16, suggesting a decrease in interest income[28] Audit Information - The company did not undergo an audit for the third quarter financial report[34]

证券代码：301393 证券简称：昊帆生物 公告编号：2025-049 苏州昊帆生物股份有限公司 关于为全资子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述 公司于 2025 年 8 月 27 日召开第四届董事会第十二次会议、第四届监事会第 十次会议，审议通过了《关于为全资子公司提供担保的议案》。为满足项目建设 需要，公司拟为全资子公司淮安昊帆生物医药有限公司（以下简称"淮安昊帆"） 向交通银行股份有限公司申请贷款等融资业务提供不超过人民币 50,000.00 万元 （含本数）的连带责任担保；为满足日常经营需要，公司拟为全资子公司苏州昊 帆进出口有限公司（以下简称"昊帆进出口"）向宁波银行股份有限公司办理授 信业务提供不超过 10,000.00 万元（含本数）的连带责任担保。担保范围、金额、 期限等具体内容以最终签订的相关担保协议为准。董事会授权公司法定代表人或 法定代表人指定的授权代理人代表公司及全资子公司办理相关手续，并在担保额 度范围内与金融机构签署授信及担保相关的合同、协议、凭证等一切法律文件。 具体内容详见公 ...

Core Viewpoint - Haofan Bio, a leader in the domestic peptide synthesis reagent sector, has shown significant growth and is well-positioned to capitalize on the expanding global biopharmaceutical market, particularly in peptide drugs [2][6]. Financial Performance - In the first half of 2025, Haofan Bio reported a revenue of 270 million yuan, representing a year-on-year growth of 20.1%, and a net profit attributable to shareholders of 75.88 million yuan, up 15.3% year-on-year [2]. R&D and Capacity Upgrades - Following its listing on the ChiNext board in 2023, Haofan Bio has accelerated its dual upgrades in R&D and production capacity, with a 30% increase in R&D personnel and the construction of three production bases to alleviate capacity constraints [3][6]. - The company has also established a new R&D building and introduced advanced research and testing equipment [3]. Technology and Product Development - Haofan Bio has developed a comprehensive range of peptide synthesis reagents, from the first to the fourth generation, becoming one of the few global manufacturers to cover the entire series [4][5]. - The company is actively expanding its product system to include general molecular building blocks and pharmaceutical reagents for liposomes and lipid nanoparticles, with over 120 types of these reagents in small-scale research and some entering small batch production [5]. Market Opportunities and Challenges - The global peptide drug market is expected to exceed $100 billion by 2027, presenting significant opportunities for Haofan Bio, although capacity shortages remain a critical issue [6]. - The company plans to address this by acquiring Foster Pharmaceutical for 160 million yuan, which will provide additional production capacity and facilitate the transition of new products from small-scale trials to mass production [6]. Strategic Focus - Haofan Bio emphasizes a strategy of solidifying its core product quality and maintaining market position while providing comprehensive support to clients throughout their development stages [7]. - The company aims to avoid blind pursuit of trends and instead focus on steady innovation to serve the global market effectively [7].