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中国生物制药(01177):深度研究报告:创新药占比有望不断提升,看好公司价值重估
Huachuang Securities· 2025-07-25 05:01
证 券 研 究 报 告 中国生物制药(01177.HK)深度研究报告 推荐(首次) 创新药占比有望不断提升,看好公司价值重估 风险提示:对外合作不达预期、临床进度不达预期、竞争格局变动 [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 28,866 | 34,062 | 36,602 | 39,674 | | 同比增速(%) | 50.1% | 12.3% | 9.1% | 10.6% | | 归母净利润(百万) | 3,500 | 3,932 | 4,288 | 4,743 | | 同比增速(%) | 50.1% | 12.3% | 9.1% | 10.6% | | 每股盈利(元) | 0.19 | 0.21 | 0.23 | 0.25 | | 市盈率(倍) | 32.7 | 29.0 | 26.6 | 24.1 | | 市净率(倍) | 3.6 | 3.0 | 2.8 | 2.6 | 资料来源:公司公告,华创证券预测 注:股价为 20 ...
医药生物行业周报:半年报预告密集披露,关注业绩表现-20250711
BOHAI SECURITIES· 2025-07-11 08:18
Investment Rating - The industry is rated as "Positive" for the next 12 months, indicating an expected increase in performance relative to the CSI 300 index [7][71][82]. Core Insights - The report highlights a concentrated period of semi-annual performance forecasts, suggesting a focus on pipeline realization, performance growth, and business collaborations in innovative drugs and related industry chains [7][70]. - Recent policy adjustments by the National Medical Insurance Administration are expected to catalyze innovation and development within the industry [14]. - Notable acquisitions and drug approvals, such as Merck's $10 billion acquisition of Verona and the approval of new drugs like the Bcl-2 inhibitor by Ascentage Pharma, are significant developments [2][27][14]. Industry Data - As of July 10, 2025, the SW pharmaceutical industry has a TTM price-to-earnings ratio of 28.55, with a valuation premium of 144% compared to the CSI 300 index [5][61]. - The report notes a general upward trend in various sub-sectors, with the medical services sector leading at a 1.56% increase [5][54]. - The report also provides insights into the pricing trends of raw materials, such as vitamins and traditional Chinese medicine, indicating fluctuations and year-on-year changes [15][17]. Company Announcements - Ascentage Pharma's Bcl-2 inhibitor has received conditional approval from the NMPA for treating chronic lymphocytic leukemia [27]. - WuXi AppTec anticipates a revenue increase of approximately 20.64% for the first half of 2025, with a significant net profit growth of about 44.43% [28]. - Gan & Lee Pharmaceuticals expects a net profit increase of 100.73% to 114.12% for the same period [29].
港股公告掘金 | 迅销公布前三季度业绩 母公司拥有人应占溢利3390.99亿日圆 同比增长8.4%
Zhi Tong Cai Jing· 2025-07-10 15:11
Major Events - QianShi International (00381) subsidiary FuLao Investment signed a memorandum of understanding with Yanji Municipal Government for potential cooperation in digital economy-related businesses in Hong Kong [1] - Stone Pharmaceutical Group (02005) obtained production registration approval for potassium chloride and sodium chloride injection (500ml and 250ml) [1] - Basilea Pharmaceutica (02616) received approval from the National Medical Products Administration for the domestic production registration application of Prujita® (Pralsetinib capsules) [1] - United BioPharma (03933) received FDA approval for new drug clinical trials for UBT37034 injection [1] - China National Pharmaceutical Group (01177) had the application for the new indication of Kumosil capsules for first-line treatment of breast cancer accepted [1] - Oceanwide Holdings (08476) applied to the Stock Exchange for a transfer listing to the main board [1] Financial Data - Kaison Holdings (00102) reported a loss attributable to shareholders of approximately HKD 740 million for 2023, a shift from profit to loss year-on-year [1] - JiaoGe Friends Holdings (01450) achieved a cumulative GMV of approximately CNY 6.98 billion in the first half of the year, a year-on-year increase of approximately 17.11% [1] - Sunny Optical Technology (02382) reported a smartphone lens shipment of approximately 95.056 million units in June, a month-on-month decrease of 3.1% and a year-on-year decrease of 12.7% [1] - Fast Retailing (06288) announced a profit attributable to the parent company of JPY 339.099 billion for the first three quarters, a year-on-year increase of 8.4% [1] - Jianye Real Estate (00832) reported a total property contract sales of CNY 4.44 billion in the first half of the year, a year-on-year decrease of 1.2% [1] - China Lilang (01234) reported a mid-to-high single-digit year-on-year growth in retail sales of "LILANZ" products in the first half of the year [1]
中国生物制药(01177.HK):库莫西利胶囊一线治疗乳腺癌新适应症上市申请获得受理
Ge Long Hui· 2025-07-10 08:45
Core Viewpoint - China Biopharmaceutical has submitted a new indication application for its CDK2/4/6 inhibitor TQB3616 in combination with Fulvestrant for previously untreated HR+/HER2- locally advanced or metastatic breast cancer to the CDE, which has been accepted [1][2] Group 1: Clinical Research and Development - TQB3616-III-02 (NCT04523272) is a randomized, double-blind, parallel-controlled, multi-center Phase III clinical study aimed at evaluating the efficacy and safety of TQB3616 combined with Fulvestrant compared to placebo plus Fulvestrant in previously untreated HR+/HER2- advanced breast cancer patients [1] - The study has achieved its primary endpoint, with detailed data to be presented at an upcoming international academic conference [1] Group 2: Market Potential and Guidelines - Breast cancer is the most common malignant tumor among women, with HR+/HER2- breast cancer accounting for approximately 65%-70% of all breast cancer cases [1] - About 4%-6% of breast cancer patients are diagnosed at an advanced stage, and even early-stage patients have a 30%-40% chance of progressing to advanced disease despite standard adjuvant therapy [1] - The CSCO Breast Cancer Guidelines (2025 edition) recommend CDK4/6 inhibitors in combination with endocrine therapy for first-line treatment of HR+/HER2- advanced breast cancer [1]
中国生物制药:库莫西利胶囊新适应症申请获受理
news flash· 2025-07-10 08:35
中国生物制药公告,集团自主研发的CDK2/4/6抑制剂库莫西利胶囊"TQB3616"联合氟维司群注射液用 于既往未治疗的HR阳性、HER2阴性局部晚期或转移性乳腺癌,已向中国国家药品监督管理局药品审评 中心提交新适应症上市申请并获得受理。此前,集团已于2024年7月提交库莫西利的新药上市申请并获 中国国家药品监督管理局药品审评中心受理。此次一线适应症申请的受理进一步证实了该联合疗法在晚 期乳腺癌不同治疗阶段的广阔潜力。该研究已达到主要终点,详细数据将于近期国际权威学术大会公 布。 ...