今日焦点 百济神州：调整2025年营业收入预测为362亿元至381亿元 百济神州公告，公司更新了预计的中国企业会计准则下2025年全年的经营业绩情况，调整前2025年度营 业收入预测将介于人民币358亿元至381亿元之间，调整后预计2025年营业收入为362亿元至381亿元，研 发、销售及管理费用合计为295亿元至309亿元，毛利率维持在80%至90%的中高位区间，全年营业收入 预计将大于营业成本、销售费用、管理费用及研发费用之总和。营业收入预计增长的调整主要得益于百 悦泽®在美国市场的领先地位以及其在欧洲和全球其他重要市场的持续扩张。 力星股份：与浙江荣泰签订战略合作协议，拟在产业机器人用丝杆部件等重要领域的滚动体应用开展战 略合作 力星股份公告称，公司与浙江荣泰于2025年11月6日签署了《战略合作协议》，双方拟在产业机器人用 丝杆部件等重要领域的滚动体应用开展战略合作，打造双赢、可持续发展的战略合作伙伴关系。本协议 仅为战略合作协议，无需提交公司董事会或股东大会审议，无需有关部门审批。公司将在具体合作事宜 明确后，根据相关法律法规和《公司章程》的有关规定，履行相应的决策程序和信息披露义务。浙江荣 泰主要 ...

百济神州表示，第三季度，公司产品收入为99.54亿元，上年同期产品收入为70.79亿元，产品收入的增 长主要得益于自主研发产品百悦泽（泽布替尼胶囊）和安进授权产品以及百泽安（替雷利珠单抗注射 液）的销售增长。 北京商报讯（记者 丁宁）11月6日晚间，百济神州（688235）发布截至9月30日止三个月及九个月主要 财务数据显示，公司前三季度营业收入为275.95亿元，同比增长44.2%；归属净利润为11.39亿元。 ...

Company News - BeiGene reported total revenue of approximately $3.845 billion for the first nine months, a year-on-year increase of 43%. Adjusted net profit was approximately $693 million, marking a return to profitability. In Q3, revenue reached $1.412 billion, up 41% year-on-year, with adjusted net profit of approximately $304 million, a 489% increase year-on-year. The growth is primarily attributed to the sales increase of BeiYueZe® in the US and Europe, with the US remaining the largest market for the company. The full-year revenue guidance is set at $5.1 billion to $5.3 billion, reflecting strong growth expectations from BeiYueZe® in the US and continued expansion in Europe and other key global markets [2] - Yidu International Holdings announced an earnings upgrade, expecting a profit attributable to shareholders of approximately HKD 1.2 billion for the first half, representing an increase year-on-year [3] - Hua Hong Semiconductor reported sales revenue of $635 million for Q3 2025, a year-on-year increase of 20.7%. However, net profit decreased by 42.6% to $25.725 million [4] - Autohome's net profit attributable to the parent company for Q3 was approximately RMB 436.6 million, with online marketing and other business revenues increasing by 32.1% year-on-year [5] - Xinyi International reported a cumulative net operating income of approximately HKD 13.981 billion for the first ten months, a year-on-year decrease of about 5.3%, with October revenue at HKD 1.457 billion [6] - Dongfeng Motor Group's cumulative vehicle sales for the first ten months reached 1.501 million units, a year-on-year decline of approximately 1.6%. However, sales of new energy vehicles increased by approximately 37.1% to 421,400 units [7] - China Overseas Land & Investment reported a cumulative contracted property sales amount of approximately RMB 189.165 billion for the first ten months, a year-on-year decrease of 21.3% [8] - Poly Property Group reported a cumulative contracted sales amount of RMB 43.8 billion for the first ten months, a year-on-year decrease of 10.43% [9] - Gemdale reported a cumulative contracted sales amount of approximately RMB 9.125 billion for the first ten months, a year-on-year decrease of 43.93% [10] - Sunac China reported a cumulative contract sales amount of approximately RMB 32.77 billion for the first ten months, a year-on-year decline of 25.1% [11] - Guoyin Financial Leasing plans to purchase 1,198 units of domestic information technology computing equipment for a total consideration of RMB 1.04 billion [12] - Youjia Innovation recently received project designation notifications from a globally renowned automotive group's joint venture and luxury brand, with a total order amount of approximately RMB 320 million [13] - Swire Properties reported a rental rate of 96% for Taikoo Place in Q3, with a rental reduction of 13%. Other Swire properties had an occupancy rate of 90%, with a rental reduction of 15% [14] - Zhongshen Construction Industry plans to acquire 100% equity of Huajian Development Co., Ltd. for approximately HKD 213.6 million [15] - Hard Egg Innovation signed a memorandum of understanding with Huixin Investment to jointly develop an AIoT innovation enterprise incubation platform [16] - Damai Entertainment expects mid-term net profit to increase to no less than RMB 500 million, compared to RMB 337 million last year [17] - Cafe de Coral Group issued a profit warning, expecting mid-term profit attributable to shareholders to decline by 65% to 70% [18] - Qingci Games signed a game licensing transfer agreement with Disney, obtaining authorization to develop and publish the game "Disney: Book of Legends," expected to launch in 2026 across various regions [19] - Now Medical Technology's subsidiary signed a strategic cooperation framework agreement with Medtronic Changzhou to promote clinical applications of real-time navigation tracking endoscopic technology in China [19] - Zhaoke Ophthalmology-B signed a distribution agreement with PT FERRON for the commercialization of BRIMOCHOL PF in Indonesia, receiving an upfront payment and potential milestone payments [19] - Shoujia Technology signed a strategic framework cooperation agreement with Stardust Intelligence, covering the development of humanoid robot tendon and related fields [20] Buyback Dynamics - Helen's decided to exercise its share buyback authorization, planning to repurchase up to 127 million shares [21] - China Feihe repurchased 6.806 million shares for a total of approximately HKD 29.4298 million, with a buyback price of HKD 4.29 to HKD 4.35 [22] - Kintor Pharmaceutical repurchased 1.734 million shares for a total of approximately HKD 26.3078 million, with a buyback price of HKD 14.35 to HKD 15.8 [23] - COSCO Shipping Holdings repurchased 1.53 million shares for a total of approximately HKD 20.9869 million, with a buyback price of HKD 13.57 to HKD 13.84 [24] - Sinopec repurchased 2.398 million H-shares for a total of approximately HKD 10.1066 million, with a buyback price of HKD 4.20 to HKD 4.23 [25]

今年以来，医药板块备受投资者关注，其中创新药赛道表现尤为亮眼。当前，我国创新药管线、临床试验项目数量均位居世界前列。同时， 政策持续加 码创新药，多地也相继出台专项措施，推动产业高质量发展。国元证券认为，目前我国创新药进入成果兑现阶段，研发进展催化较多，有望持续成为2025 年医药板块投资主线。 【导读】中证科创创业创新药指数、中证科创创业医疗器械指数即将发布 其中，中证科创创业创新药指数从科创板和创业板中选取业务涉及创新药研发以及为制药企业提供药物研究、开发和生产等服务的上市公司证券作为指数 样本，以反映科创板和创业板创新药领域上市公司证券的整体表现。百济神州-U、百利天恒、康龙化成、智飞生物等50只成份股被纳入。 11月6日，中证指数有限公司发布消息称，将于11月7日正式发布中证科创创业创新药指数和中证科创创业医疗器械指数，为市场提供更丰富的投资标的。 中证科创创业医疗器械指数从科创板和创业板中选取提供医疗设备、医疗耗材和体外诊断等产品和服务的上市公司证券作为指数样本，以反映科创板和创 业板医疗器械领域上市公司证券的整体表现。迈瑞医疗、联影医疗、新产业、爱美客等50只成份股被纳入。 医疗器械方面，中泰证券 ...

百济神州预计2025年营业收入为362亿元至381亿元，研发、销售及管理费用合计为295亿元至309亿元， 毛利率维持在80%至90%的中高位区间。（每经，德塔） 前三季度营收增长主要得益于公司自研产品百悦泽®（泽布替尼胶囊）和安进授权产品以及百泽安® （替雷利珠单抗注射液）的销售增长。 2025年第三季度，百悦泽®全球销售额总计74.23亿元，同比增长51.0%，在全球BTK抑制剂同类药物的 营收规模中居于首位。百泽安®的销售额总计13.63亿元，同比增长16.6%。 【#百济神州前三季度净利润11.39亿元#】11月6日，百济神州(688235.SH)公告称，公司2025年前三季度 营业总收入为275.95亿元，同比增长44.2%；归属于母公司所有者的净利润为11.39亿元。 ...

| | 调整前 2025 | 年度经营业 | 调整后 2025 | 年度经营业 | | --- | --- | --- | --- | --- | | | 绩预测 | | 绩预测 | | | 营业收入 | 将介于人民币 | 亿元 358 | 将介于人民币 | 亿元 362 | | | 至 381 | 亿元之间 | 至 381 | 亿元之间 | | 研发费用、销售及管理 | 将介于人民币 | 295 亿元 | 将介于人民币 | 295 亿元 | 综合公司业务发展趋势，公司更新了预计的中国企业会计准则下 2025 年全 年的经营业绩情况，具体情况如下： A 股代码：688235 A 股简称：百济神州 公告编号：2025-039 港股代码：06160 港股简称：百济神州 美股代码：ONC 百济神州有限公司 自愿披露关于2025年度经营业绩预测调整的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 百济神州有限公司（以下简称"公司"）于 2025年 2月 28 日披露了《百济 神州有限公司自愿披露关于2025年度经营业绩预测的 ...

November 6, 2025 Q3 2025 Results Clinical Trial Appendix Disclosures Certain statements contained in this presentation and in any accompanying oral presentation, other than statements of fact that are independently verifiable at the date hereof, may constitute forward-looking statements. Examples of such forward-looking statements include statements regarding BeOne's research, discovery, pre-clinical and clinical programs and plans. Actual results may differ materially from those indicated in the forward- l ...

北京商报讯（记者 王寅浩 宋雨盈）11月6日，百济神州发布公告称，公司第三季度实现营业收入100.77 亿元，同比增长41.1%；归属于母公司所有者的净利润为6.89亿元。2025年前三季度实现营业收入 275.95亿元，同比增长44.2%；归属于母公司所有者的净利润为11.39亿元。 ...

智通财经APP获悉，2025年11月6日晚间，百济神州(06160；688235.SH)发布2025年第三季度A股主要财 务数据公告。第三季度，百济神州单季度营收突破百亿大关，达到100.77亿元，同比增长41.1%；产品 收入延续高速放量态势，实现99.54亿元，同比增长40.6%。 2025年前三季度，百济神州营收达275.95亿元，同比增长44.2%，已超过去年全年营收272.1亿元。前三 季度，公司产品收入为273.14亿元，同比增长43.9%。财报显示，前三季度归母净利润达11.39亿元，主 要得益于产品收入大幅增长与费用管理的推动，经营效率显著提升。 得益于三季度的强劲增长，百济神州本季度上调2025年全年的业绩指引，预计全年营收将从人民币358 亿元至381亿元之间，调整为人民币362亿元至381亿元之间。营收增长的调整主要得益于百悦泽(泽布替 尼)在美国市场的领先地位以及其在欧洲和全球其他重要市场的持续扩张。此外，研发费用、销售及管 理费用预计将收窄为人民币295亿元至309亿元之间，主要得益于持续审慎的投资促进公司收入和管线的 增长，实现了显著的经营效率。 泽布替尼Q3问鼎全球，前三季度销售 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 BeOne Medicines Ltd. 百濟神州有限公司 （根據瑞士法律註冊成立的公司） （股份代號：06160） 海外監管公告 本公告乃百濟神州有限公司（BeOne Medicines Ltd., 「本公司」）根據香港聯合交易 所有限公司證券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站刊發的《百濟神州有限公司關於召開2025年 第三季度業績說明會的公告》，僅供參閱。 承董事會命 百濟神州有限公司 主席 歐雷強先生 香港，2025年11月6日 於本公告日期，本公司董事會包括主席兼執行董事歐雷強先生、非執行董事王 曉東博士，以及獨立非執行董事Olivier Brandicourt博士、Margaret Han Dugan 博士、Michael Goller先生、Anthony C. Hooper先生、Ranjeev Krishana先生、 Alessandro Riva博士、Coraz ...