据证券之星公开数据整理，近期盟科药业(688373)发布2025年中报。截至本报告期末，公司营业总收入 6696.98万元，同比上升10.26%，归母净利润-1.39亿元，同比上升31.11%。按单季度数据看，第二季度 营业总收入3375.28万元，同比上升21.75%，第二季度归母净利润-7704.2万元，同比上升22.31%。本报 告期盟科药业盈利能力上升，毛利率同比增幅4.02%，净利率同比增幅37.52%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率84.79%，同比增4.02%，净利率-207.07%，同比 增37.52%，销售费用、管理费用、财务费用总计8296.5万元，三费占营收比123.88%，同比减16.45%， 每股净资产0.48元，同比减52.16%，每股经营性现金流-0.18元，同比增47.33%，每股收益-0.21元，同 比增32.26% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 6073.82万 | 6696.98万 | 10.26% | | 归母浄利润（元） | -2.0 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the pharmaceutical sector, including 奥赛康 (Aosaikang), 云顶新耀 (Cloudtop), 诺禾致源 (Nuohezhiyuan), and 诺诚健华 (Nocren) [1][5]. Core Insights - The pharmaceutical sector has shown a weekly increase of 1.78%, outperforming the CSI 300 index by 1.96 percentage points, ranking first among 31 primary industries [1][8]. - The report highlights the approval of 诺诚健华's (Nocren) 坦昔妥单抗 (Tafasitamab) for the treatment of relapsed/refractory diffuse large B-cell lymphoma, marking a significant milestone in the industry [1][41]. - The report suggests that favorable policies are expected to lead to a gradual recovery in the industry, particularly in the formulation sector, which has been impacted by previous anti-corruption measures and centralized procurement [5]. Summary by Sections 1. Pharmaceutical Sector Performance - The pharmaceutical and biotechnology sector's performance this week was a 1.78% increase, with chemical pharmaceuticals rising by 3.58%, biological products by 1.74%, medical services by 1.42%, and pharmaceutical commerce by 1.15% [1][8]. 2. Key News - The report mentions the approval of艾力斯's KRAS G12C inhibitor, which is aimed at treating advanced non-small cell lung cancer [28][29]. - 科济药业's CAR-T cell therapy for gastric cancer is set for priority review, indicating a potential breakthrough in treatment options [30][31]. 3. Key Announcements - 迪哲医药 announced the presentation of its innovative drugs DZD8586 and DZD6008 at the upcoming ASCO annual meeting, showcasing advancements in cancer treatment [34][35]. - 诺诚健华's Tafasitamab has received approval for treating relapsed/refractory diffuse large B-cell lymphoma, enhancing its product portfolio in the hematology field [41].