证券代码：300199 证券简称：翰宇药业 深圳翰宇药业股份有限公司 投资者关系活动记录表 编号：2026-001 | ☐ | 特定对象调研 ☐ 分析师会议 | | --- | --- | | ☐ | 媒体采访 ☐ 业绩说明会 | | 投资者关系活动类别 | 新闻发布会 路演活动 | | ☐ | | | | 现场参观 | | | 其他 投资者开放日 | | | 招商证券、天风证券、开源证券、信达证券、兴业证券、银河证券、 | | 参与单位名称及人员姓名 | 万联证券、国海证券等多家机构及多名个人投资者。 | | 时间 | 2026年01月23日 13:30-16:00 | | | 广东省深圳市龙华区观盛四路7号翰宇创新产业园B栋一楼多功能 | | 地点 厅 | | | | 董事、执行总裁 唐洋明 | | | 董事、执行总裁 沈亚平 | | 上市公司接待人员姓名 | 副总裁、财务总监 涂鸿鸿 | | | 董事会秘书 李娉娉 | | | 一、调研参观 参观公司实验室、产品展厅。 | | | 二、公司基本情况介绍 | | | 深圳翰宇药业股份有限公司是专业从事多肽药物研、产、销一 | | 投资者关系活动主要内 ...

（记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：公司研制的格拉替雷是否已提交FDA审批预计何时上 市销售？ 健友股份（603707.SH）12月5日在投资者互动平台表示，尊敬的投资者您好，格拉替雷已经提交FDA 审批，后续进展请您关注公司发布的公告，谢谢。 ...

Summary of Key Points from the Conference Call of Jianyou Co., Ltd. Company Overview - Jianyou Co., Ltd. started with heparin raw materials and has gradually developed into enoxaparin sodium injections, small molecule injections, and large molecule biosimilars, establishing three growth curves with significant synergy in the industrial chain, production technology, registration, commercialization, and marketing [2][4] Core Business and Market Position - The company has a strong presence in the U.S. market, with formulation revenue accounting for over 70% and overseas formulation revenue approximately 54% [2][9] - The heparin preparation market has a natural growth rate of about 5%, with a projected global market size of $6.05 billion in 2024, expected to reach around $10 billion by 2034 [5][25] - The biosimilar market is expected to grow significantly, with projections of a market size between $30 billion and $35.5 billion in 2024, potentially reaching over $120 billion by 2032 [11][12] Future Growth Drivers - The U.S. Inflation Reduction Act (IRA) is expected to enhance the profitability of biosimilars by restructuring insurance payment systems, encouraging doctors to prescribe lower-cost biosimilars [2][13] - Jianyou's biosimilar products, such as adalimumab, are anticipated to generate $30 million in sales by 2025, with significant orders for liraglutide and plans for rapid approval of high-concentration adalimumab [2][14][16] Production and Capacity - The company has 12 FDA-approved injection production lines, with capacity utilization expected to reach 80%-90% by the end of 2026 to 2027 [2][21] - The U.S. sterile injection market is in a long-term shortage, providing Jianyou with a competitive advantage due to its strong commercialization capabilities and production capacity [2][21] Financial Performance and Projections - Expected revenues for 2025 and 2026 are projected to be $5.5 billion and $7 billion, respectively, with net profits ranging from $1.15 billion to $1.5 billion [5][29] - The overall revenue growth rate is expected to reach 30%-34.8%, driven by high-margin products and a stable domestic market [29] Strategic Advantages - Jianyou has significant advantages in the industrial chain, including vertical integration from raw materials to finished products, ensuring product quality and pricing power [6] - The company has developed strong sales networks through acquisitions and partnerships, enhancing its market position and reducing sales costs [8][24] Challenges and Risks - The heparin raw material business faces challenges from price fluctuations due to the pig farming cycle and epidemic risks, but a price stabilization is expected by 2025 [28] - The company has taken measures to mitigate risks, including significant inventory write-downs, allowing for flexible price adjustments [28] Conclusion - Jianyou Co., Ltd. is well-positioned for future growth with a strong product pipeline, significant market opportunities in biosimilars, and a robust production capacity. The company is expected to benefit from favorable regulatory changes and market dynamics, making it an attractive investment opportunity [10][29]