8月27日，昂利康盘中下跌2.04%，截至10:44，报51.80元/股，成交3.03亿元，换手率3.11%，总市值 104.50亿元。 资金流向方面，主力资金净流出2683.85万元，特大单买入1398.59万元，占比4.61%，卖出2364.15万 元，占比7.80%；大单买入5130.67万元，占比16.93%，卖出6848.96万元，占比22.60%。 昂利康今年以来股价涨296.69%，近5个交易日涨4.75%，近20日跌0.38%，近60日涨209.85%。 今年以来昂利康已经13次登上龙虎榜，最近一次登上龙虎榜为8月12日，当日龙虎榜净买入-5978.67万 元；买入总计8171.05万元 ，占总成交额比9.55%；卖出总计1.41亿元 ，占总成交额比16.55%。 昂利康所属申万行业为：医药生物-化学制药-化学制剂。所属概念板块包括：熊去氧胆酸、高血压防 治、幽门螺杆概念、合成生物、创新药等。 截至3月31日，昂利康股东户数1.23万，较上期增加10.23%；人均流通股15104股，较上期减少9.28%。 2025年1月-3月，昂利康实现营业收入3.46亿元，同比减少15.31%；归母净利润1 ...

雅本化学在2025年上半年通过一系列积极的经营策略和管理措施，实现了业绩的显著改善。展望未来， 随着研发投入的持续增加、农药业务产能的持续释放和医药业务的不断拓展，雅本化学有望在激烈的市 场竞争中脱颖而出，实现更加稳健和可持续的发展。 在研发投入方面，雅本化学持续加大投入，2025年上半年研发费用达到5818.89万元，同比增长 49.46%。公司农药与医药业务的厚积薄发，得益于对长期主义的坚守及持续的研发投入。公司以研发 创新为核心抓手，有效推动连续流技术、生物酶催化技术等绿色技术在农药、医药CDMO业务中的广泛 应用；同时，通过持续加大绿色实践投入以达成SBTi减碳目标，推动研发创新体系向更高效、更环保 的方向升级。在此过程中，公司积极推进大客户战略的执行，深化与关键客户的合作，确保公司在复杂 的农药与医药CDMO业务中始终保持领先优势，为客户创造长期价值。 中报显示，公司农药板块率先回暖，订单环比大幅增长。这一复苏态势，正是过去两三年持续投入"播 种"后迎来的收获期——依托大客户战略，各大核心生产基地在与科迪华、拜耳、富美实等头部创新农 业企业的深度合作中，稳步推进多款创新农药中间体及原药产品的布局、投 ...

泰恩康主营业务为医药产品的研发、生产和销售，公司产品涵盖化学药制剂、中成药制剂、原料药等。 公司致力于为患者提供高质量的医药产品和服务。 公开信息显示，养老基金在二季度新进泰恩康前十大流通股东名单，新增持股市值超过1亿元。 数据显示，泰恩康8月26日主力资金净流出3595.12万元，近五日主力资金净流出3694.16万元。 风险提示：股市有风险，投资需谨慎。 泰恩康股价报34.36元，较前一交易日下跌1.09元，跌幅3.07%。盘中最高触及35.35元，最低下探至 34.35元，成交量为56956手，成交金额达1.98亿元。 ...

公司近期在互动平台回应投资者称，目前与维眸生物在眼科药物方面暂无协同效应，且不掌握对方在研 创新药的相关信息。根据公司披露的半年报显示，2025年上半年归属于上市公司股东的净利润为2.90亿 元，较上年同期下降13.87%。 风险提示：以上内容仅供参考，不构成任何投资建议。市场有风险，投资需谨慎。 截至2025年8月26日收盘，仁和药业股价报6.44元，较前一交易日下跌0.17元，跌幅2.57%。当日成交量 为102.45万手，成交金额达6.62亿元。 仁和药业主要从事中成药、化学药、原料药及健康相关产品的研发、生产和销售。公司产品涵盖感冒 药、妇科用药、消化系统用药等多个治疗领域。2025年上半年，公司实现营业收入19.75亿元，同比下 降16.46%。 ...

格隆汇8月26日丨京新药业(002020.SZ)公布半年度报告，报告期内，实现营业收入20.17亿元，同比下降 6.20%；其中成品药收入11.75亿元，同比下降9.68%；原料药收入4.53亿元，同比下降9.59%；医疗器械 收入3.49亿元，同比增长12.01%。实现归母净利润3.88亿元，同比下降3.54%；实现扣非净利润3.60亿 元，同比增长7.78%。 ...

证券代码：603811 证券简称：诚意药业 公告编号：2025-046 二、报告期内，公司主营业务按治疗领域划分的经营情况： 单位：元 币种：人民币 | | | | | 营业收入 | 营业成本比 | 毛利率 | | --- | --- | --- | --- | --- | --- | --- | | 治疗领域 | 营业收入 | 营业成本 | 毛利率(%) | 比上年增 | 上年增减 | 比上年 | | | | | | 减（%） | （%） | 增减（%） | 浙江诚意药业股份有限公司 2025 年半年度主要经营数据的公告 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。 根据上海证券交易所发布的《上市公司行业信息披露指引第六号——医药制造》的 要求，现将浙江诚意药业股份有限公司（以下简称"公司"）2025 年半年度主要经营数 据披露如下： 一、报告期内，公司主营业务分行业、分产品经营情况： | | | 主营业务分行业情况 | | | | | | --- | --- | --- | --- | --- | --- | --- | ...

根据上海证券交易所发布的上市公司分行业信息披露指引《上市 公司自律监管指引第3号——行业信息披露之第六号——医药制造》 及《关于做好主板上市公司2025年半年度报告披露工作的重要提醒》 相关要求，现将公司2025年半年度主营业务分行业、分产品情况数据 披露如下： 证券代码：600062 证券简称：华润双鹤 公告编号：临 2025－073 华润双鹤药业股份有限公司 关于 2025 年半年度主要经营数据的公告 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。 单位：元 币种：人民币 华润双鹤药业股份有限公司 董 事 会 2025 年 8 月 23 日 注：公司从战略定位角度出发对华润紫竹等部分产品的划分进行 细化调整，重述上年同期数据。 本公告之经营数据未经审计，提醒投资者审慎使用上述数据。 特此公告。 | | | | 主营业务分行业情况 | | | | | --- | --- | --- | --- | --- | --- | --- | | 分行业 | 营业收入 | 营业成本 | 毛利率 | 营业收入比 上年同期增 | 营业成 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company experienced a decline in performance in the first half of 2025, with revenue of 5.444 billion yuan (down 15.31% year-on-year) and a net profit attributable to shareholders of 563 million yuan (down 9.89% year-on-year). However, the CDMO business showed rapid growth, with projected net profits for 2025-2027 at 1.177 billion, 1.374 billion, and 1.652 billion yuan respectively, indicating a high valuation cost-effectiveness [4][5] Financial Performance Summary - In the first half of 2025, the company achieved revenue of 5.444 billion yuan (down 15.31% year-on-year) and a net profit of 563 million yuan (down 9.89% year-on-year). The gross margin was 25.73% (up 1.03 percentage points) and the net margin was 10.34% (up 0.62 percentage points) [4] - For Q2 2025, revenue was 2.714 billion yuan (down 15.98% year-on-year) with a net profit of 315 million yuan (down 17.48% year-on-year) [4] - The CDMO business generated revenue of 1.236 billion yuan (up 20.32% year-on-year) with a gross margin of 44.04% (up 3.95 percentage points) [5] - The company has 1,180 ongoing projects, a 35% increase year-on-year, with 377 projects in the commercialization stage (up 19% year-on-year) and 803 projects in the research phase (up 44% year-on-year) [5] R&D and Cost Structure - The company employed 1,155 R&D personnel in the first half of 2025, with over 500 in the CDMO segment. The sales expense ratio increased to 4.77%, while the R&D expense ratio was 5.95% [6] Valuation Metrics - The projected P/E ratios for 2025-2027 are 16.1, 13.8, and 11.5 times respectively, indicating a favorable valuation [4][8]

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [2] Core Views - The company reported a revenue of 5.44 billion yuan in the first half of 2025, a decrease of 15.31%, with a net profit of 5.63 billion yuan, down by 9.89% [7] - The company's CDMO business is experiencing rapid growth, with revenue increasing by 20.32% to 12.36 billion yuan, while the raw material drug business faced challenges, with revenue declining by 23.41% to 36.03 billion yuan [7] - The company is expected to achieve revenues of 10.896 billion yuan, 11.512 billion yuan, and 13.081 billion yuan for the years 2025, 2026, and 2027 respectively, with corresponding net profits of 1.028 billion yuan, 1.224 billion yuan, and 1.477 billion yuan [7] Financial Performance Summary - Revenue for 2023A was 11,474 million yuan, with a growth rate of 8.8%, while the forecast for 2025E is 10,896 million yuan, reflecting a decline of 9.4% [6][8] - The net profit for 2023A was 1,055 million yuan, with a growth rate of 6.7%, and is expected to be 1,028 million yuan in 2025E, showing a slight decline of 0.3% [6][8] - The company's gross margin for the first half of 2025 was 25.73%, an increase of 1.03 percentage points compared to the previous period [7] Business Structure and Strategy - The company has formed a "funnel" model for its CDMO project structure, with 1,180 ongoing projects, of which 377 are in the commercialization stage [7] - The company is advancing its business transformation strategy, focusing on "starting raw materials + registered intermediates + API + formulations," with a total of 134 API projects [7] - The company is accelerating its "multi-variety" strategy in the formulation business, with 68 projects under research, including a semaglutide injection that has entered phase III clinical trials [7]

Core Points - The company, Hainan Shuangcheng Pharmaceutical Co., Ltd., has received a renewed Drug Production License from the Hainan Provincial Drug Administration, ensuring its continued operations [1][2][3] - The previous license was set to expire on November 5, 2025, and the new license is valid until August 7, 2030 [1] - The company specializes in the production of small-volume injectables, lyophilized powder injections, raw materials, and large-volume injectables [1] Company Information - Company Name: Hainan Shuangcheng Pharmaceutical Co., Ltd. [1] - Registered Address: No. 16, Xingguo Road, Xiuying District, Haikou City [1] - Legal Representative: Wang Chengdong [1] - Quality Responsible Person: Li Yuan [1] - License Number: Qiong 20150028 [1] - Daily Supervision Management Agency: Hainan Provincial Drug Administration [1] License Details - The new Drug Production License was issued due to the impending expiration of the previous license [1] - The renewal of the license is expected to have no significant impact on the company's production and operations [1]