安沐奇塔单抗在关键注册性III期临床研究中，所有主要疗效终点和关键次要疗效终点均成功达到，尤其 在皮损完全清除的PASI100指标上显示出显著的疗效优势。 此外，安沐奇塔单抗的抗药抗体（ADA）发生率仅为0.7%，显示出较好的安全性和耐受性。该药物提 供每4周或每8周一次的灵活给药选择，有望减少患者的用药频率，降低长期治疗的时间成本与心理压 力。 近日，三生国健发布公告称，公司自主研发的抗IL-17A人源化单克隆抗体安沐奇塔单抗注射液（商品 名：益赛拓 ）的新药上市申请已获得国家药品监督管理局批准，用于治疗适合系统治疗或光疗的中度 至重度斑块状银屑病成人患者。 此次安沐奇塔单抗获批上市将丰富公司的自免商业化产品管线，提升市场竞争力，对公司的经营发展产 生积极作用。公告指出，此次获批不会对公司当前财务状况和经营成果产生重大影响，但对未来业绩提 升有一定积极作用。 ...

Core Viewpoint - The approval of the anti-IL-17A monoclonal antibody, Anmucita, by Sanofi is a significant milestone for the domestic innovative drug industry, enhancing the competitive landscape in the treatment of autoimmune diseases like psoriasis [1] Group 1: Market Trends and Competitive Landscape - The market position of anti-IL-17 treatments is gradually increasing, with Novartis's Cosentyx projected to achieve sales of $6.668 billion by 2025, reflecting a 9% year-on-year growth [1] - As imported products approach patent expiration, sales growth is slowing, leading to increased focus on domestic players, including Sanofi's Anmucita, Hengrui's innovative drug, and others [1] - The domestic autoimmune drug market is expected to reach $4.6 billion by 2024, with a compound annual growth rate (CAGR) of 15.9% from 2020 to 2024, and projected to grow to $35.2 billion by 2034 [7] Group 2: Clinical Advantages of Anmucita - Anmucita demonstrates a significantly lower immunogenicity rate of only 0.7%, with no patients developing neutralizing antibodies, which enhances its clinical efficacy [4] - The drug shows rapid onset of action, with symptom relief occurring within two weeks of the first dose, and maintains high response rates (over 92%) for PASI75 and PASI90 at 52 weeks [4] - Anmucita offers a long dosing interval of Q8W (every 8 weeks), improving patient compliance while maintaining stable efficacy [4] Group 3: Company Strengths and Innovation - Sanofi's confidence stems from over 20 years of experience in target discovery, early development, and a comprehensive innovation system, positioning it ahead of many local biotech firms [5] - The company has established a robust antibody drug development platform and talent pool, enabling it to efficiently navigate the drug approval process and commercialize products [8] - Sanofi's extensive experience in the autoimmune sector allows it to leverage its commercial capabilities and channel coverage for seamless product launch and market penetration [8]

Group 1 - China National Airlines reported a 3% year-on-year increase in passenger turnover for January 2026, despite a 0.9% decrease in passenger capacity [1] - China National Airlines' cargo capacity decreased by 3.9%, but cargo turnover increased by 4.4% [1] - The cargo load factor improved by 2.8 percentage points to 35.6% [1] Group 2 - Dongfang Chuangye obtained a loan commitment letter from China Minsheng Bank for up to 90 million yuan, intended for share repurchase [2] - China Merchants Port reported a 2.2% year-on-year increase in container throughput for January 2026, totaling 18.083 million TEUs [3] - ST Yigou announced a plan by a major shareholder to reduce holdings by up to 2.5% of the company's shares [4] Group 3 - Southwest Securities plans to raise up to 6 billion yuan through a private placement to supplement its capital [5] - Hanzhong Precision reported a 45.54% year-on-year decline in net profit for 2025, with revenue down 20.32% [6] - SF Holding's total revenue from express logistics, supply chain, and international business grew by 2.22% year-on-year in January 2026 [12] Group 4 - Yunda Holdings reported an 18.01% year-on-year increase in express service revenue for January 2026, amounting to 4.802 billion yuan [18] - High德红外 signed a contract worth 1.851 billion yuan for a complete equipment system, significantly impacting its Q1 2026 performance [19] - SanSheng Guojian received approval for the market launch of its new drug, Anmu Qita monoclonal antibody injection [27] Group 5 - Nanjing Chemical Fiber plans to acquire 100% of Nanjing Gongyi through asset swaps and share issuance [33] - Runze Technology intends to purchase 42.56% of Guangdong Runhui through convertible bonds [35] - ST Xintong's subsidiary signed a server procurement contract worth approximately 400 million yuan [25]

北京商报讯（记者 丁宁）2月13日晚间，三生国健（688336）发布公告称，公司近日获悉，公司的抗 IL-17A人源化单克隆抗体安沐奇塔单抗注射液（商品名：益赛拓）的新药上市申请已经获得国家药品监 督管理局批准，用于治疗适合系统治疗或光疗的中度至重度斑块状银屑病成人患者。 三生国健表示，安沐奇塔单抗获批上市，将进一步丰富公司自免商业化产品管线，提升公司的市场竞争 力，对公司的经营发展具有积极作用。 ...

Group 1 - Tianfeng Securities received an administrative penalty notice from the China Securities Regulatory Commission (CSRC) for violations including undisclosed related party transactions and significant omissions in annual reports, with a proposed fine of 15 million yuan [1] - Zongshen Power plans to swap its motorcycle engine business assets with Longxin General's general machinery business assets to resolve competition issues and promote clearer business development, which is expected to constitute a major asset restructuring [2] - Quantum Leap, the third-largest shareholder of Zhangyue Technology, reduced its holdings by 4.3125 million shares, bringing its ownership below 5% [3] Group 2 - Southwest Securities plans to raise up to 6 billion yuan through a private placement to supplement its capital, with funds allocated for various business areas including wealth management and debt repayment [4][7] - ST Quanwei announced a risk of being subject to "delisting risk warning" due to projected negative net profit and revenue below 100 million yuan for 2025 [5] - ST Yigou's shareholder, Hangzhou Haoyue, plans to reduce its stake by up to 2.5% within three months [6] Group 3 - Gaode Infrared signed a contract worth 1.851 billion yuan for a complete equipment system, which is expected to significantly impact its Q1 2026 performance [9] - Jialinjie announced that its actual controller, Li Zhaoting, has been detained by the police, but this will not affect the company's operations [10] - Zhengyuan Wisdom's actual controller, Chen Jian, was sentenced to three years in prison for manipulating the securities market, but the company’s operations remain unaffected [11] Group 4 - Yongtai Technology terminated its plan to purchase a 25% stake in Yongtai High-tech from CATL due to a lack of consensus among parties involved, with no significant impact on operations [12] - Yingjixin is under investigation by the CSRC for suspected information disclosure violations, but its business activities continue normally [13] Group 5 - SF Holding reported a revenue of 26.86 billion yuan in January, a year-on-year increase of 2.22% [14] - China Shenhua's coal sales volume in January reached 33.2 million tons, up 9.9% year-on-year [14] - China Eastern Airlines and China Southern Airlines reported a year-on-year decline in passenger turnover of 1.03% and 2.86% respectively in January [14]

证券代码： 688336 证券简称：三生国健 公告编号：2026-003 三生国健药业（上海）股份有限公司 关于自愿披露安沐奇塔单抗注射液新药上市申请获 得批准的公告 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。 三生国健药业(上海)股份有限公司（以下简称"公司"或"三生 国健"）近日获悉，公司的抗 IL-17A 人源化单克隆抗体安沐奇塔单 抗注射液（商品名：益赛拓®，以下简称"安沐奇塔单抗"）的新药 上市申请已经获得国家药品监督管理局批准，用于治疗适合系统治疗 或光疗的中度至重度斑块状银屑病成人患者。现将相关情况公告如 下： 二、药品相关情况 1 公司自主研发的抗 IL-17A 人源化单克隆抗体安沐奇塔单抗注射 液（商品名：益赛拓®）上市申请已获国家药品监督管理局批准，用 于治疗适合系统治疗或光疗的中度至重度斑块状银屑病成人患者。 安沐奇塔单抗具有皮损清除能力强且起效快、免疫原性低、安全 性和耐受性良好、给药便捷性高等多方面的核心优势，已得到了多个 大样本量临床研究数据的充分验证。 皮损清除能力强且起效快。安沐奇塔单抗 ...

格隆汇2月13日丨三生国健(688336.SH)公布，公司的抗IL-17A人源化单克隆抗体安沐奇塔单抗注射液 （商品名：益赛拓®，以下简称"安沐奇塔单抗"）的新药上市申请已经获得国家药品监督管理局批准， 用于治疗适合系统治疗或光疗的中度至重度斑块状银屑病成人患者。 安沐奇塔单抗具有皮损清除能力强且起效快、免疫原性低、安全性和耐受性良好、给药便捷性高等多方 面的核心优势，已得到了多个大样本量临床研究数据的充分验证。 ...

Core Insights - The number of companies in the Shanghai Stock Exchange (SSE) announcing positive earnings forecasts for 2025 is increasing, indicating a recovery in performance and a solid foundation for the "14th Five-Year Plan" period [1][7][9] Group 1: Performance Highlights - As of February 9, 2026, 271 companies on the SSE main board have issued positive earnings forecasts for 2025, with 168 expecting profit increases and 85 companies turning losses into profits [1] - The performance of companies is particularly strong in the non-ferrous metals and electronics sectors, with leading companies maintaining high profit levels [2][8] - In the non-ferrous metals sector, companies are experiencing a "volume-price resonance," with both production increases and rising prices contributing to profit growth [2][8] Group 2: Sector-Specific Insights - Non-ferrous metal companies are benefiting from rising prices and increased production, with Zijin Mining expected to achieve a net profit of 51-52 billion yuan, a year-on-year increase of 59%-62% [2] - The electronics sector is driven by AI demand, with companies like Huaqin Technology forecasting a revenue increase of 54.7%-56.1% and a net profit increase of 36.7%-38.4% [3] - The AIoT market is rapidly growing, with companies like Rockchip expecting significant revenue and profit growth due to increased demand in automotive electronics and AI servers [3] Group 3: Industry Trends - The semiconductor and biopharmaceutical sectors on the STAR Market are showing signs of recovery, with nearly 60% of companies reporting profit growth [5][6] - The integrated circuit industry is benefiting from AI applications, with 87 companies reporting a combined net profit increase of approximately 99.49 billion yuan [5][8] - The biopharmaceutical sector is experiencing a resurgence, with innovative drug companies reporting significant revenue growth and improved profitability [6] Group 4: Future Outlook - The earnings forecasts reflect structural optimization and profitability recovery, indicating a strong foundation for the Chinese economy amid complex challenges [7][9] - The focus on innovation and structural optimization will be crucial for the next five years, with SSE companies playing a key role in driving economic stability [9][10] - The continuous improvement of the capital market environment is expected to attract long-term investment, fostering a positive cycle between technological innovation and capital support [10]

Group 1: Overall Market Performance - Over 270 companies on the Shanghai Stock Exchange have issued positive performance forecasts for 2025, indicating a robust outlook for the market [1] - Nearly 60% of companies on the Sci-Tech Innovation Board have reported year-on-year profit growth, showcasing the dual dimensions of quality and quantity in the economic trajectory of China [1] Group 2: Nonferrous Metals Industry - The nonferrous metals industry is experiencing a boom driven by resource prices and industrial upgrades, with industrial added value growth of 6.9%, surpassing the national average [2] - The total profit for ten major nonferrous metals reached 528.45 billion yuan, a year-on-year increase of 25.6%, marking a historical peak [2] - Leading companies like Zijin Mining are expected to see significant profit increases, with projected net profits of 51 to 52 billion yuan, reflecting a growth of 59% to 62% [2] Group 3: Electronic Industry - The electronic industry is witnessing growth driven by AI demand, with companies like Huaqin Technology expected to achieve revenues of 170 to 171.5 billion yuan, a year-on-year increase of 54.7% to 56.1% [4] - Shengyi Technology anticipates a net profit increase of 87% to 98%, benefiting from rising sales and improved product structure in the copper-clad laminate sector [4] - Companies are leveraging AI advancements to enhance their product offerings, with firms like Rockchip expected to see revenue growth of 71.97% to 85.42% [5] Group 4: Sci-Tech Innovation Board - The Sci-Tech Innovation Board is showing strong innovation momentum, particularly in the integrated circuit and biopharmaceutical sectors, with a projected net profit increase of approximately 99.49 billion yuan across 87 companies [6] - Companies in the AI chip sector are expected to see revenue growth exceeding 100%, with significant improvements in profitability [6] - The biopharmaceutical industry is transitioning towards commercialization, with notable collaborations and product approvals driving growth [6]

Core Viewpoint - The recent developments of Sangfor Biopharma (688336.SH) focus on financial disclosures, product research progress, and partnership milestones [1] Financial Performance - The company announced a revenue forecast of approximately 4.2 billion yuan for 2025, representing a year-on-year growth of 251.76%, and a net profit of about 2.9 billion yuan, reflecting a year-on-year increase of 311.35%. This growth is primarily attributed to a licensing fee payment of approximately 2.89 billion yuan received from Pfizer for the SSGJ-707 project. However, these figures are preliminary estimates and subject to final audit [2] Product Development Progress - The company's core pipeline includes SSGJ-608 (for psoriasis) and SSGJ-613 (for acute gouty arthritis), both of which have submitted New Drug Applications (NDA) and are currently under review. Approval results are expected to be announced in 2026, and successful approvals could contribute to additional revenue [3] Business Development - The company is developing 22 projects in the autoimmune field, with 7 projects currently in Phase III clinical trials, such as SSGJ-611 for multiple indications. Clinical data announcements or application progress may occur in the future. The company plans to submit new drug applications annually from 2025 to 2028, indicating a promising long-term growth potential [4] Contract Developments - In May 2025, Sangfor Biopharma entered into a global licensing agreement with Pfizer for SSGJ-707 (a PD-1/VEGF dual antibody) with a total transaction value exceeding 6 billion USD. The upfront payment has been confirmed as revenue. The agreement includes development, regulatory, and sales milestone payments, which may trigger additional payments based on project progress, impacting the company's performance [5] Stock Performance - The company's stock has experienced volatility, with a cumulative decline of 6.83% over five consecutive days as of February 3, 2026. However, on February 6, the stock price rebounded to 60.00 yuan per share, with net inflows from major funds. Market reactions to the earnings forecast and research progress may continue [6]