Core Insights - The company reported on its new targeted lung cancer drug, Shuwozhe (generic name: Shuwotini tablets), and the highly selective JAK1 inhibitor, Gaoruizhe (generic name: Goliqixitini capsules), at the 2025 World Lung Cancer Conference (WCLC) [1][2] - The latest results from the international multicenter registration clinical study "WUKONG1B" for Shuwozhe showed a favorable benefit/risk ratio for treating EGFR Exon20ins NSCLC, with significant and durable anti-tumor efficacy and manageable safety [1] - Shuwozhe received priority review approval in the U.S. in July 2025, making it the only approved oral small molecule targeted therapy for EGFR Exon20ins NSCLC globally [1] Group 1 - The company presented 11 new studies related to non-small cell lung cancer (NSCLC) at WCLC [1] - The "WUKONG1B" study results were reported orally at the conference [1] - The ongoing research for Gaoruizhe in NSCLC treatment shows no dose-limiting toxicities (DLT) observed during the dose escalation phase [2] Group 2 - The research for Gaoruizhe is still ongoing with patient enrollment and data collection, which will provide important evidence for its clinical application in NSCLC [2]

Core Insights - The company reported its latest research findings on two new targeted therapies for lung cancer at the 2025 World Lung Cancer Conference (WCLC) [1] Group 1: Company Developments - The company presented 11 recent studies on its self-developed lung cancer targeted drug, Shuwotai (generic name: Shuwotai tablets), and the highly selective JAK1 inhibitor, Gaoruizhe (generic name: Golixitinib capsules) in the non-small cell lung cancer (NSCLC) field [1] - The international multicenter registration clinical study "Wukong 1B" (WU-KONG1B) of Shuwotai had its latest research results reported orally at the conference [1]

Core Viewpoint - DIZHE Pharmaceutical (688192.SH) reported promising results for its self-developed lung cancer targeted drug, Shuwozhe®, and high-selectivity JAK1 inhibitor, Gaoruizhe®, at the 2025 World Lung Cancer Conference (WCLC) [1] Group 1: Clinical Research Findings - The latest results from the international multicenter registration clinical study "WUKONG1B" for Shuwozhe® were presented at the conference [1] - Shuwozhe® demonstrated a favorable benefit/risk ratio in the treatment of non-small cell lung cancer (NSCLC) with epidermal growth factor receptor (EGFR) exon 20 insertion mutations [1] - The overall response rate (ORR) for Shuwozhe® combined with Anlotinib in first-line treatment of EGFR-sensitive mutations with co-mutations in NSCLC was reported at 77.8%, with a disease control rate (DCR) of 100% [1]

证券日报网讯 9月5日晚间，迪哲医药发布公告称，公司计划于2025年9月16日（星期二）15：00-17： 00参加2025年半年度科创板创新药行业集体业绩说明会。 （文章来源：证券日报） ...

Core Viewpoint - The company, Dizalpharma, is set to hold a collective performance briefing for the first half of 2025 on September 16, 2025, to discuss its operational results and financial status with investors [1][2]. Group 1: Meeting Details - The meeting will take place on September 16, 2025, from 15:00 to 17:00 [1][2]. - It will be held at the Shanghai Stock Exchange Roadshow Center, accessible via the website [1][2]. - The format of the meeting will be an interactive online session [2]. Group 2: Participation Information - Investors can submit questions from September 9, 2025, to September 15, 2025, via the Roadshow Center website or through the company's email [3]. - The company will address commonly asked questions during the briefing [3]. Group 3: Participants - Key participants include the Chairman and General Manager, Dr. Zhang Xiaolin, and the Secretary of the Board and CFO, Mr. Lv Hongbin, along with independent directors [2]. Group 4: Contact Information - For inquiries, investors can contact the Board Office via phone or email [3].

华泰联合证券有限责任公司 关于迪哲（江苏）医药股份有限公司 2025 年半年度持续督导跟踪报告 | 保荐机构名称：华泰联合证券有限责任 | 被保荐公司简称：迪哲（江苏）医药股份有限公 | | --- | --- | | 公司 | 司 | | 保荐代表人姓名：许超 | 联系电话：010- 56839300 | | 保荐代表人姓名：丁明明 | 联系电话：010- 56839300 | 华泰联合证券有限责任公司（以下简称"华泰联合证券"、"保荐机构"） 作为迪哲（江苏）医药股份有限公司（以下简称"迪哲医药"或"公司"）2023 年度向特定对象发行 A 股股票的保荐机构，根据《证券法》《证券发行上市保荐 业务管理办法》和《上海证券交易所科创板股票上市规则》等有关法律、法规的 规定履行公司 2023 年度向特定对象发行 A 股股票的持续督导职责，对迪哲医药 进行持续督导，并出具本持续督导跟踪报告： 一、保荐机构和保荐代表人发现的问题及整改情况 无。 二、重大风险事项 （一）尚未盈利的风险 创新药研发周期长、资金投入大、盈利周期长。作为一家致力于创新的全球 性生物医药企业，公司目前有七款创新药物处于全球临床研发阶段。其中 ...

证券代码：688192 证券简称：迪哲医药 公告编号：2025-52 迪哲（江苏）医药股份有限公司 关于参加 2025 年半年度科创板创新药行业 集体业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： https://roadshow.sseinfo.com/） ● 会议召开方式：上证路演中心网络互动 ● 投资者可于 2025 年 9 月 9 日（星期二）至 9 月 15 日（星期一） 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过 公司邮箱 IR@dizalpharma.com 进行提问。公司将在说明会上对投资 者普遍关注的问题进行回答。 迪哲（江苏）医药股份有限公司（以下简称"公司"）已于 2025 年 8 月 23 日发布公司 2025 年半年度报告，为便于广大投资者更全面 深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 9 月 16 日（星期二）15:00-17:00 参加 2025 年半年度科创板创新药 行业集体业绩说明会，就投资者关心 ...

Core Viewpoint - The BoShi Healthcare Mixed A Fund (050026) reported a profit of 108 million yuan for the first half of 2025, with a weighted average profit per fund share of 0.1206 yuan. The fund's net value growth rate was 5.27%, and its total size reached 2.065 billion yuan by the end of the reporting period [2]. Fund Performance - As of September 3, 2025, the fund's one-year cumulative net value growth rate was 25.24%, ranking 126 out of 136 comparable funds. Over the past three months, the growth rate was 10.46%, ranking 130 out of 138 [5]. - The fund's three-year Sharpe ratio was -0.3329, ranking 101 out of 105 comparable funds, and the maximum drawdown over the past three years was 35.45%, ranking 75 out of 107 [24][26]. Fund Holdings and Valuation - As of June 30, 2025, the fund's weighted average price-to-earnings (P/E) ratio was approximately 43.58 times, significantly lower than the industry average of 120.96 times. The weighted average price-to-book (P/B) ratio was 3.27 times, compared to the industry average of 4.07 times [10]. - The fund's weighted average revenue growth rate for the first half of 2025 was 0.02%, while the weighted average net profit growth rate was -0.03% [16]. Fund Management and Strategy - The fund manager, Chen Ximing, oversees three funds, all of which have shown positive returns over the past year. The BoShi Healthcare Mixed A Fund is focused on long-term investments in pharmaceutical and healthcare stocks [2]. - The fund management indicated that the innovative drug sector in the Hong Kong stock market remains strong, benefiting from favorable liquidity conditions and superior quality of companies. They expect continued opportunities in the pharmaceutical industry, especially with a potential policy recovery in China [2]. Fund Composition - As of June 30, 2025, the fund's total assets amounted to 2.065 billion yuan, with 211,300 holders collectively owning 861 million shares. Individual investors accounted for 99.72% of the holdings [31][34]. - The top ten holdings of the fund included companies such as DiZhe Pharmaceutical, Zejing Pharmaceutical, and Hengrui Medicine [39].

Core Viewpoint - The AI Fund Jiashi Healthcare Stock (000711) reported a profit of 128 million yuan for the first half of 2025, with a weighted average profit per fund share of 0.2917 yuan. The fund's net value growth rate was 17.67%, and the fund size reached 825 million yuan by the end of the first half of the year [2]. Fund Performance - As of September 3, the fund's unit net value was 2.349 yuan. The fund manager, Hao Miao, has managed three funds with positive returns over the past year. Among these, Jiashi Mutual Selection Stock A had the highest one-year growth rate at 118.85%, while Jiashi Healthcare Stock had the lowest at 54.44% [2]. - The fund's net value growth rates over different periods are as follows: 22.73% over the last three months, 31.38% over the last six months, 54.44% over the last year, and -0.93% over the last three years [5]. Market Outlook - The fund management anticipates a resilient global economy and continued improvement in domestic macro expectations, suggesting that there is still room for investment in the capital market. The healthcare sector is viewed as having reasonable valuations with several stock opportunities worth exploring [2]. Valuation Metrics - As of June 30, 2025, the fund's weighted average price-to-earnings (P/E) ratio was approximately 61.56 times, compared to a negative average of -135.64 times for similar funds. The weighted average price-to-book (P/B) ratio was about 3.66 times, while the average for similar funds was 4.24 times [10]. - The weighted average revenue growth rate for the fund's held stocks was 0.06%, and the weighted average net profit growth rate was 0.14% for the first half of 2025 [18]. Fund Composition - As of June 30, 2025, the fund had a total of 50,300 holders, with a total of 427 million shares held. Individual investors accounted for 99.70% of the holdings, while management and institutional investors held 0.07% and 0.30%, respectively [34]. - The fund's top ten holdings have consistently represented over 60% of the total assets for nearly two years, with major stocks including Haoyuan Pharmaceutical, Zexing Pharmaceutical, and Hengrui Medicine [39].

Core Viewpoint - The AI Fund Oriental Innovation Medical Stock A (018045) reported a profit of 1.9706 million yuan for the first half of 2025, with a weighted average profit per fund share of 0.109 yuan. The fund's net value growth rate was 12.88%, and the fund size reached 16.5886 million yuan by the end of the reporting period [2]. Fund Performance - As of September 3, 2025, the fund's net value growth rates were 32.62% over the past three months, 41.95% over the past six months, and 64.68% over the past year, ranking 13th, 27th, and 22nd respectively among comparable funds [5]. - The fund's maximum drawdown since inception was 28.85%, with the largest quarterly drawdown occurring in Q1 2024 at 23.3% [28]. Investment Strategy - The fund employs a combination of top-down industry analysis and bottom-up stock selection, focusing on innovative industry chains, pharmacies, consumer healthcare, and equipment upgrades while avoiding sectors in decline [2]. Fund Holdings and Valuation - As of June 30, 2025, the fund's weighted average price-to-earnings (P/E) ratio was approximately -307.54, compared to the industry average of -135.64. The weighted average price-to-book (P/B) ratio was about 5, while the industry average was 4.24 [10]. - The fund's weighted average revenue growth rate for the first half of 2025 was 0.01%, and the weighted average net profit growth rate was 3.06% [16]. Fund Composition - As of June 30, 2025, the fund had a total of 642 holders, with individual investors holding 100% of the shares. The top ten holdings included companies such as Yuyuan Pharmaceutical, Maiwei Biotechnology, and Heng Rui Medicine [34][40]. - The fund's average stock position since inception was 73.6%, with a peak of 91.98% at the end of the first half of 2025 [31].