Core Insights - The company reported significant growth in its financial performance for the first three quarters of 2025, with revenue reaching 683 million yuan, a year-on-year increase of 82.06%, and a net profit of 71.35 million yuan, marking a turnaround from losses [1] - The operational cash flow reached a historical high of 271 million yuan, reflecting a year-on-year growth of 207.37%, driven by the successful market penetration of its core product, liraglutide injection [1] Financial Performance - Revenue for the first three quarters was 683 million yuan, up 82.06% year-on-year [1] - Net profit attributable to shareholders was 71.35 million yuan, indicating a return to profitability [1] - Operating cash flow was 271 million yuan, representing a 207.37% increase year-on-year, the highest in the same period historically [1] Technological Innovation - The company launched a "Peptide AI Process Optimization Assistant" in collaboration with Huawei Cloud, utilizing over 100,000 historical process data points and global chemical databases to enhance drug development efficiency [2] - The AI assistant has reportedly reduced research and development cycles by 45% and lowered trial and error costs by over 20% [2] - The company is also advancing in new peptide sustained-release technologies, improving drug delivery convenience and optimizing drug action duration [2] CRDMO Business Expansion - The company has been active in the CRDMO (Contract Research, Development, and Manufacturing Organization) sector, forming strategic partnerships to enhance its business ecosystem [3] - Collaborations with Carbon Cloud Peptide focus on innovative peptide drug development, covering the entire process from preclinical research to commercialization [3] - The partnership with Borui Pharmaceutical aims to provide international standard raw material supply for oral peptide products, supporting global industrialization of innovative drugs [3] Capital Increase and Capacity Expansion - The company announced a plan to raise up to 968 million yuan through a private placement to enhance its core peptide drug business [4] - Of the raised funds, 495 million yuan will be allocated to expanding peptide drug production lines and green intelligent upgrades to ensure continuous supply of raw materials [4] - The plan also includes investing 40 million yuan in expanding peptide fragment production, aiming for vertical integration in the pharmaceutical supply chain [4]

公司指出，该大模型工艺优化助手已在多个研发和生产环节展现出了突破性成效，这些成果不仅验证了 大模型技术在医药研发领域的巨大应用价值，也凸显了翰宇药业在多肽数智化转型中的先发优势。进一 步体现在量化数据上，该大模型的应用将实现研发周期缩短45%、试错成本降低20%以上、工艺参数决 策效率提升90%、批次合格率提升22%。 值得一提的是，翰宇药业与华为云的合作，很好地契合了近年来国家政策的导向。今年4月24日由工信 部等七部门联合发布的《医药工业数智化转型实施方案（2025-2030年）》就指出，到2030年规模以上 医药工业企业要基本实现数智化转型全面覆盖，数智技术与医药产业的融合创新能力需实现质的飞跃。 至8月26日，国务院发布的《关于深入实施"人工智能+"行动的意见》，更明确提出了"有序推动人工智 能在辅助诊疗、健康管理、医保服务等场景的应用"，旨在通过AI赋能医疗健康领域，加快培育发展新 质生产力，更好地服务中国式现代化建设。 9月18日至20日，第十届华为全联接大会（HUAWEI CONNECT 2025）在上海举行。其中，医药领域分 论坛"AI+医药构筑新质生产力"汇聚行业精英，共同探讨医药行业未来发 ...