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从中国领先到全球布局,恒瑞医药上半年业绩创同期新高,创新药内生增长动能凸显
Jin Rong Jie· 2025-08-24 03:50
Core Viewpoint - Heng Rui Medicine has demonstrated robust growth in its financial performance, with record-high revenue and profit figures, driven by a significant increase in innovative drug sales and a strategic shift towards innovation-focused business operations [1][2][4]. Financial Performance - In the first half of 2025, Heng Rui Medicine achieved operating revenue of 15.76 billion yuan, a year-on-year increase of 15.88%, and a net profit attributable to shareholders of 4.45 billion yuan, reflecting a substantial growth of 29.67% [1]. - The net cash flow from operating activities reached 4.30 billion yuan, marking a 41.80% increase compared to the previous year [1]. Innovative Drug Growth - Innovative drug sales and licensing revenue reached 9.56 billion yuan, accounting for 60.66% of total operating revenue, with sales of innovative drugs alone amounting to 7.57 billion yuan [2]. - The proportion of innovative drug sales within the main business revenue (13.69 billion yuan) stands at 55.28%, indicating a significant shift from traditional generic drugs to innovative drugs [2]. R&D Investment and Achievements - Heng Rui Medicine has consistently increased its R&D investment, with expenditures of 6.35 billion yuan, 6.15 billion yuan, and 8.23 billion yuan from 2022 to 2024, representing 29.83%, 26.95%, and 29.40% of total revenue, respectively [4]. - As of the end of the reporting period, the cumulative R&D investment exceeded 48 billion yuan, supporting the company's long-term competitive advantage [4]. Globalization Strategy - The company has made significant strides in its globalization strategy, receiving upfront payments of 200 million USD from Merck and 75 million USD from IDEAYA for licensing agreements, contributing to revenue growth [7]. - Heng Rui Medicine has initiated over 20 overseas clinical trials and commercialized products in more than 40 countries, enhancing its global presence and influence [7].
业绩迈向新台阶,恒瑞2025上半年营收157.61亿元、净利44.50亿元
21世纪经济报道· 2025-08-21 00:20
8月20日,恒瑞医药(股票代码:600276.SH;01276.HK)发布2025年半年度报告。报告显示, 2025年上半年,公司实现营业收入157.61亿元,同比增长15.88%;归属于上市公司股东的净利润 44.50亿元,同比增长29.67%;经营性现金流净额达43.00亿元,同比增长41.80%。营收、净利及经 营性现金流净额均创往年同期新高,业绩进入爆发增长期。公司持续加大创新力度,维持较高的研 发投入,报告期内公司研发投入38.71亿元,其中费用化研发投入32.28亿元。 为了增强团队凝聚力及公司核心竞争力,充分发挥长效激励机制,恒瑞医药还同时公告将 回 购 1 0 亿 - 2 0 亿 元 的 股 份 , 用 于 实 行 新 的 员 工 持 股 计 划 , 2 0 2 5 年 激 励 规 模 不 超 过 1 4 0 0 万 股。 创新药销售引领业绩增长 对外许可成常态化业务 从业绩角度来看,持续的高强度研发投入加快公司转型升级步伐,公司迈入了创新药丰收 期,创新药收入持续提升。2 0 2 5年上半年公司创新药销售及许可收入9 5 . 6 1亿元,占公司 营业收入比重6 0 . 6 6%,其中创新药销 ...
医药一哥,业绩创新高!有重要股东减持了……
Zheng Quan Shi Bao· 2025-08-20 23:01
Core Viewpoint - Heng Rui Medicine reported strong financial performance for the first half of 2025, with significant growth in revenue and net profit, driven by innovative drug sales and licensing income [1][7]. Financial Performance - The company achieved operating revenue of 15.76 billion yuan, a year-on-year increase of 15.88% [2]. - Net profit attributable to shareholders reached 4.45 billion yuan, up 29.67% compared to the same period last year [3]. - Total profit amounted to 5.05 billion yuan, reflecting a growth of 34.63% [3]. - The net cash flow from operating activities was 4.30 billion yuan, an increase of 41.80% [3]. - The company's net assets at the end of the reporting period were 58.46 billion yuan, up 28.44% from the previous year [3]. Innovation and R&D - The company invested 3.87 billion yuan in R&D during the first half of 2025, with 3.23 billion yuan classified as expensed R&D [3]. - Six Class 1 innovative drugs were approved for market launch during the reporting period [8]. - The company has over 100 self-innovated products in clinical development and more than 400 clinical trials ongoing domestically and internationally [8]. Sales and Market Expansion - Innovative drug sales and licensing income totaled 9.56 billion yuan, accounting for 60.66% of total revenue, with innovative drug sales alone reaching 7.57 billion yuan [7]. - The company received significant licensing payments, including 200 million USD from Merck and 75 million USD from IDEAYA, contributing to revenue growth [7]. - The company has accelerated its internationalization efforts, with over 20 overseas clinical trials initiated in various countries [9]. Shareholder Activity - Despite the recent increase in stock price, three of the top ten shareholders reduced their holdings in the second quarter [4][6].
恒瑞医药上半年营收增长15.88%至157.61亿元,创新药销售及许可收入占比超6成
Cai Jing Wang· 2025-08-20 21:41
8月20日,恒瑞医药发布2025年半年报。当中披露,公司上半年实现营业收入157.61亿元,同比增长 15.88%;归属净利润44.50亿元,同比增长29.67%;经营性现金流净额达43.00亿元,同比增长41.80%。 报告期内公司研发投入38.71亿元,其中费用化研发投入32.28亿元。 据悉,2025年上半年公司创新药销售及许可收入95.61亿元,占公司营业收入比重60.66%,其中创新药 销售收入75.70亿元。 瑞维鲁胺、达尔西利、恒格列净等创新药的临床数据在实践中得到广泛验证,临床价值获得医生及患者 的持续认可,收入继续保持快速增长。艾瑞昔布、瑞马唑仑、吡咯替尼及氟唑帕利等上市较早的创新 药,随着上市后研究循证医学证据的逐步积累及新适应症的持续获批,持续为公司销售收入贡献增量。 公告也披露,报告期内,公司(含报表内子公司)6款1类创新药获批上市,包括:注射用瑞卡西单抗、 硫酸艾玛昔替尼片、瑞格列汀二甲双胍片(Ⅰ)/(Ⅱ)、注射用瑞康曲妥珠单抗、苹果酸法米替尼胶 囊、注射用磷罗拉匹坦帕洛诺司琼; 6个创新药新适应症获批上市,包括:硫酸艾玛昔替尼片新增3个适应症(类风湿关节炎等)、注射用卡 瑞利珠单抗 ...
600276,好消息!
Shang Hai Zheng Quan Bao· 2025-08-20 14:49
Core Viewpoint - Heng Rui Medicine (600276) reported strong financial performance in the first half of 2025, with significant growth in revenue and net profit driven by innovative drug sales and licensing [2][4]. Financial Performance - The company achieved operating revenue of 15.76 billion yuan, a year-on-year increase of 15.88% [2]. - The net profit attributable to shareholders reached 4.45 billion yuan, reflecting a year-on-year growth of 29.67% [2]. Innovative Drug Development - Innovative drug sales and licensing revenue amounted to 9.56 billion yuan, accounting for 60.66% of total revenue, with sales revenue from innovative drugs at 7.57 billion yuan [4]. - Key innovative drugs such as Rivoceranib, Darsylin, and Hengriletin continued to show rapid growth, while older drugs like Arixtra and Pyrrolidine contributed to revenue through new indications [4]. - The company invested 3.87 billion yuan in R&D during the first half of the year, with a total R&D investment exceeding 48 billion yuan as of June 30 [4]. International Expansion - Heng Rui Medicine accelerated its internationalization efforts, with innovative drug licensing becoming a key growth driver [6]. - The company received upfront payments of 200 million USD from Merck and 75 million USD from IDEAYA, contributing to revenue growth [6]. - Strategic partnerships were established, including a collaboration with GSK for the development of up to 12 innovative drugs, with an upfront payment of 500 million USD and potential total payments of around 12 billion USD [6]. Hong Kong Listing - Heng Rui Medicine successfully listed on the Hong Kong Stock Exchange on May 23, raising a total of 11.4 billion HKD (approximately 1.5 billion USD), marking the largest IPO in the Hong Kong pharmaceutical sector in the past five years [7].
恒瑞医药2025年上半年净利润44.5亿元 同比增长29.67%
Zheng Quan Ri Bao Wang· 2025-08-20 14:13
Core Insights - Jiangsu Hengrui Medicine Co., Ltd. reported a revenue of 15.761 billion yuan for the first half of 2025, marking a year-on-year increase of 15.88% [1] - The net profit attributable to shareholders reached 4.45 billion yuan, reflecting a growth of 29.67% year-on-year [1] - Operating cash flow net amount was 4.3 billion yuan, up by 41.80% compared to the previous year [1] Revenue Breakdown - The sales and licensing income from innovative drugs amounted to 9.561 billion yuan, accounting for 60.66% of total revenue, with innovative drug sales alone contributing 7.570 billion yuan [1] - The company received upfront payments of 200 million USD from Merck and 75 million USD from IDEAYA for licensing agreements, which further boosted revenue [1] R&D Investment - Hengrui Medicine invested 3.871 billion yuan in R&D during the reporting period, with 3.228 billion yuan classified as expense-based R&D [2] - Cumulative R&D investment exceeded 48 billion yuan, supporting a surge in innovative outcomes [1][2] Product Approvals and Pipeline - Six Class 1 innovative drugs were approved for market launch, including injection of Ricacizumab and others [2] - The company has over 100 self-developed innovative products in clinical development and more than 400 clinical trials ongoing domestically and internationally [2] Strategic Collaborations - Hengrui Medicine has strengthened international cooperation, granting exclusive global rights for the oral small molecule drug HRS-5346 to Merck outside Greater China [2] - The company also entered into a collaboration agreement with GSK to co-develop up to 12 innovative drugs across various therapeutic areas [2] Employee Incentives - To enhance team cohesion and core competitiveness, Hengrui Medicine announced a share buyback plan of 1 to 2 billion yuan for a new employee stock ownership plan, with an incentive scale not exceeding 14 million shares in 2025 [3]
一季度广东下达3886万元专项资金,重点支持智能机器人、新能源汽车
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-24 05:20
南方财经全媒体记者丁莉 广州报道 4月24日,广东省工业和信息化厅一季度新闻发布会重点介绍了生物医药、先进装备发展情况。南方财 经全媒体记者获悉,一季度广东下达3886万元省级首台(套)重大技术装备专项资金,重点支持智能机 器人、新能源汽车等领域。 广东省工信厅消费品工业处三级调研员方乐羽表示,接下来,广东省将同省卫生健康委、医保局、药监 局研究建立常态化发布已获批创新药械产品目录工作机制,制定实施支持创新药械应用的政策,加快创 新药械研发、产业化和入院应用。 在先进装备领域,产业集聚态势强劲,产品培育成效显著,制造研发、设计和制造能力持续增强,新产 品新技术不断取得突破。 此外,广东将把医疗机构制剂作为生物医药产业研发创新的重要突破口,支持广州开展医疗机构制剂产 业改革创新试点,研究推进医疗机构制剂统一生产、统一质控、统一配送,促进院企协作推动更多医疗 机构制剂加快向新药转化,并持续组织开展"百企百院粤医行"系列活动,为医疗机构与生物医药企业搭 建沟通对接平台,促进临床需求与产业发展深度融合。 广东省工信厅装备工业处副处长夏鹏表示,截至第一季度,广东在机械行业已培育4个具有竞争力的国 家级中小企业特色集群和 ...