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ST诺泰涨0.34%,成交额1.19亿元,近3日主力净流入-3908.55万
Xin Lang Cai Jing·2025-09-10 07:49

Core Viewpoint - ST诺泰 is experiencing a positive market response due to its recent drug approvals and strong revenue growth, particularly benefiting from the depreciation of the RMB [4][8]. Group 1: Company Developments - The company has received clinical trial approval for its self-developed GLP-1 receptor agonist, SPN0103-009, aimed at diabetes and weight loss [2]. - ST诺泰's product, Thymosin Alpha 1 injection, is used for the treatment of chronic hepatitis B [3]. - The company has also obtained approval for Oseltamivir Phosphate capsules, which are used for treating and preventing influenza [3]. Group 2: Financial Performance - For the first half of 2025, ST诺泰 achieved revenue of 1.048 billion yuan, representing a year-on-year growth of 26.07%, and a net profit of 310 million yuan, up 36.49% [8]. - The company's overseas revenue accounted for 63.12% of total revenue, benefiting from the depreciation of the RMB [4]. Group 3: Market Activity - On September 10, ST诺泰's stock rose by 0.34%, with a trading volume of 119 million yuan and a turnover rate of 0.91%, bringing the total market capitalization to 12.961 billion yuan [1]. - The stock has seen a net outflow of 7.4438 million yuan from main funds, indicating a reduction in holdings over the past three days [5][6]. Group 4: Company Overview - ST诺泰, established in April 2009 and listed in May 2021, focuses on the research and production of peptide drugs and small molecule pharmaceuticals [8]. - The revenue composition includes 64.98% from raw materials and intermediates, 25.48% from CDMO/CMO services, 7.00% from formulations, and 2.49% from technical service fees [8].