证券代码：300357 证券简称：我武生物 浙江我武生物科技股份有限公司投资者关系活动记录表 编号：2025-006 | 投资者关系活 | □特定对象调研 | □分析师会议 □媒体采访 | | --- | --- | --- | | 动类别 | □业绩说明会 | □新闻发布会 □路演活动 | | | □现场参观 | ■其他（分析师电话会议） | | 参与单位名称 及人员姓名 | 共 49 家机构共计 | 66 名人员参加，详见附件。 | | 时间 | 年 月 日 2025 10 24 | 9:00-9:50 | | 地点 | 电话会议 | | | 上市公司接待 | | 董事长：胡赓熙；总经理：何建明；副总经理/董事会秘书：管祯 | | 人员姓名 | 玮。 一、经营情况介绍 | | | | 经营业绩情况： | | | 投资者关系活 | 2025 年 1-9 | 月，公司实现营业收入 853,360,357.81 元，较上 | | 动主要内容介 | 年 同 期 增 长 | ， 归 属 于 上 市 公 司 股 东 的 净 利 润 为 16.86% | | 绍 | 344,866,533.27 | 元，较上年同期增长 ...

Core Insights - Changchun High-tech's subsidiary, Changchun Jinsai Pharmaceutical, has signed a collaboration agreement with ALK-Abelló A/S for the development and commercialization of allergen-specific immunotherapy products in China [1][2] - Jinsai Pharmaceutical will gain exclusive rights to three ALK products in mainland China, with the collaboration lasting until December 31, 2039 [1][2] - The global allergy immunotherapy market is projected to reach $3.2 billion by 2030, with a compound annual growth rate (CAGR) of 9.5% [1] Company Developments - The partnership aims to significantly enhance the market penetration of allergen immunotherapy products in China, leveraging both companies' strengths and resources [2] - Jinsai Pharmaceutical plans to take over the sales and marketing of ALK's existing products in mainland China starting next month [1][2] - The collaboration is seen as a strategic move for Jinsai Pharmaceutical to diversify its product portfolio and enhance competitiveness in the allergen therapy sector [2] Market Outlook - The CEO of ALK emphasized the importance of timely intervention for allergy symptoms, particularly in children, indicating a focus on pediatric applications [2] - Jinsai Pharmaceutical is expected to submit 3 to 4 important innovative clinical applications in the respiratory field next year, indicating a strong pipeline [2] - Future international market expansion is anticipated as Jinsai leverages ALK's research and commercialization capabilities [2]

Core Viewpoint - Changchun High-tech announced a collaboration between its subsidiary Jinsai Pharmaceutical and Denmark's ALK-Abelló A/S for the development and commercialization of allergen-specific immunotherapy (AIT) products in China, specifically targeting house dust mites (HDM) [1] Group 1: Partnership Details - Jinsai Pharmaceutical will jointly develop and commercialize ALK's HDM allergen-specific immunotherapy products in China [1] - Jinsai Pharmaceutical has secured exclusive agency rights for three products independently developed by ALK within mainland China [1] Group 2: Financial Terms - An initial payment of €32.7 million will be made by Jinsai Pharmaceutical [1] - Jinsai Pharmaceutical will pay a milestone payment of €40 million upon regulatory approval for clinical trials of the ACARIZAX sublingual tablet for adults, adolescents, and children in China [1] - Future sales performance of the products in the Chinese market may lead to additional milestone payments of €105 million [1]