恒瑞医药(01276)涨近4%，截至发稿，涨3.76%，报23.16港元，成交额5041.21万港元。 此外，据恒瑞医药官网消息，近日，恒瑞医药子公司山东盛迪医药有限公司收到国家药品监督管理局的 通知，批准公司自主研发的恒格列净瑞格列汀二甲双胍缓释片(I)、(II)(瑞乐唐®)上市，本品配合饮食控 制和运动，用于经盐酸二甲双胍治疗血糖控制不佳的成人2型糖尿病患者改善血糖控制。值得关注的 是，瑞乐唐®是中国首个自主研发的口服降糖三联复方制剂，标志着我国在糖尿病治疗领域实现重要创 新突破。 消息面上，10月27日，恒瑞医药发布2025年前三季度业绩，该集团取得营业收入231.88亿元，同比增加 14.85%；归属于上市公司股东的净利润57.51亿元，同比增加24.5%；基本每股收益0.89元。 ...

Core Viewpoint - Heng Rui Medicine has demonstrated strong growth in revenue and net profit for the first three quarters of 2025, driven by high R&D investment and successful innovation in drug development [1] Financial Performance - The company achieved operating revenue of 23.188 billion yuan, a year-on-year increase of 14.85% - Net profit attributable to shareholders reached 5.751 billion yuan, up 24.50% - R&D expenses for the first three quarters amounted to 4.945 billion yuan, with cumulative R&D investment exceeding 50 billion yuan [1] Innovation and Product Development - Heng Rui has launched several innovative drugs, including China's first self-developed EZH2 inhibitor and a combination oral hypoglycemic agent for type 2 diabetes [2] - The company has received acceptance for 13 new drug applications from the National Medical Products Administration, with 8 applications in the third quarter alone [3] - The company has over 100 innovative products in clinical development and has received 48 clinical trial approvals during the reporting period [3] Internationalization Efforts - Heng Rui has accelerated its internationalization process, securing significant collaborations with GSK and other companies, with potential total payments reaching approximately 12 billion USD [4] - The company has initiated over 20 overseas clinical trials in various countries, including the U.S. and Europe [5] - Heng Rui showcased its research achievements at the European Society for Medical Oncology (ESMO) annual meeting, presenting 46 research results covering 14 innovative drugs [6] Talent Acquisition and Organizational Development - The company has launched a global recruitment program targeting top universities to attract young talent for its innovation and internationalization strategies [7] - High-level talent has been recruited from leading pharmaceutical companies, enhancing the company's global perspective [8] Collaboration and Sustainable Development - Heng Rui has established partnerships with research institutions to promote collaborative innovation, including a joint fund with the National Natural Science Foundation of China [9] - The company has improved its ESG rating from "A" to "AA," reflecting its commitment to sustainable development [9] - Heng Rui has been listed among China's top 500 companies, indicating its growing influence in the industry [9] Future Outlook - The company aims to continue focusing on patient-centered innovation, accelerating the transformation of research results, and expanding its global reach [10]

2025年10月27日，恒瑞医药（股票代码：600276.SH；01276.HK）发布2025年三季报。报告显示，2025 年前三季度，公司实现营业收入231.88亿元，同比增长14.85%；归属于上市公司股东的净利润57.51亿 元，同比增长24.50%。公司持续加大创新力度，维持较高的研发投入，2025年前三季度研发费用达 49.45亿元。根据季报公布的数字计算，恒瑞医药累计研发投入超500亿元。 第三季度，公司坚持"创新"与"国际化"双轮驱动，在创新药研发、全球化布局、人才体系建设及可持续 发展等方面取得多项突破，展现出强劲的高质量发展势头。 创新引擎全速运转，成果转化进入爆发期 同时，公司稳步开展创新药国际临床试验，目前已在美国、欧洲、澳大利亚、日本及韩国等国家启动超 过20项海外临床试验。公司向FDA申请了瑞康曲妥珠单抗（SHR-A1811）联合阿得贝利（SHR-1316） 用于胃癌或胃食管结合部腺癌的孤儿药资格认定，并获得FDA批准。至此，公司共有五款创新药产品获 得该认定。 在持续高研发投入的推动下，恒瑞医药创新成果不断落地，研发管线快速推进。 报告期内，中国首个自主研发的EZH2抑制剂、公司自 ...

Core Insights - Heng Rui Medicine reported a revenue of 23.188 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 14.85%, and a net profit of 5.751 billion yuan, up 24.50% year-on-year [1] - The company has maintained high R&D investment, with R&D expenses reaching 4.945 billion yuan in the first three quarters, totaling over 50 billion yuan cumulatively [1][4] Innovation and Product Development - Heng Rui's innovation engine is in full operation, with significant breakthroughs in drug development, including the launch of the first domestically developed EZH2 inhibitor and a new oral diabetes medication [4][5] - The company has received acceptance for 13 new drug applications from the National Medical Products Administration in the first three quarters, with 8 applications in the third quarter alone [5] - Heng Rui has over 100 innovative products in clinical development and has received 48 clinical trial approvals during the reporting period [5] Internationalization and Collaborations - The company has accelerated its internationalization process, achieving significant collaborations, including a partnership with GSK to develop up to 12 innovative drugs, with a potential total value of approximately 12 billion USD [6][7] - Heng Rui has initiated over 20 overseas clinical trials in countries such as the USA, Europe, Australia, Japan, and South Korea [7] Talent Acquisition and Organizational Development - Heng Rui has launched a global recruitment program targeting top universities to attract young talent, aiming to support its innovation and internationalization strategies [9] - The company has strengthened its management team by hiring experienced professionals from leading multinational pharmaceutical companies [10] Sustainable Development and ESG Initiatives - Heng Rui has established a joint fund with the National Natural Science Foundation to promote collaborative innovation in cancer and metabolic diseases, with a total investment of 132 million yuan [11] - The company has improved its ESG rating from "A" to "AA" by MSCI, reflecting its commitment to sustainable development and corporate responsibility [11]

10月27日，恒瑞医药（股票代码：600276.SH；01276.HK）发布2025年三季报。报告显示，2025年 前三季度，公司实现营业收入231.88亿元，同比增长14.85%；归属于上市公司股东的净利润57.51亿 元，同比增长24.50%。公司持续加大创新力度，维持较高的研发投入，2025年前三季度研发费用达 49.45亿元。 成果转化进入爆发期 根据季报公布的数字计算，恒瑞医药累计研发投入超500亿元。在持续高研发投入的推动下，恒瑞 医药创新成果不断落地，研发管线快速推进。 报告期内，中国首个自主研发的EZH2抑制剂、公司自主研发的1类创新药泽美妥司他片（商品名： 艾瑞璟®）上市，用于既往接受过至少1线系统性治疗的复发或难治外周T细胞淋巴瘤（R/R PTCL）成 人患者。 近日，恒瑞医药在代谢疾病领域也迎来重要进展。中国首个自主研发的口服降糖三联复方制剂恒格 列净瑞格列汀二甲双胍缓释片(I)、(II)（瑞乐唐®）上市，本品配合饮食控制和运动，用于经盐酸二甲 双胍治疗血糖控制不佳的成人2型糖尿病患者改善血糖控制。至此，恒瑞目前已在中国获批上市24款1类 创新药和5款2类新药。 与此同时，公司针对尚未满 ...