10月29日晚间,*ST双成（002693）发布三季报显示，前三季度营收1.69亿元，同比增长33.04%；归母净 亏损252.35万元，上年同期净亏损3783.77万元，亏损大幅收窄约93.33%。就单季而言，第三季度营收 8478.18万元，同比增长164.39%；归母净利润1594.31万元，上年同期净亏损2089.15万元，实现扭亏为 盈。 此外，今年前三季度，公司经营活动产生的现金流量净额为3208.19万元，同比增长263%，主要系报告 期内新增出口品种销售收入以及支付市场开发费用等减少所致。 公告披露，公司前三季度营收增长33.04%，主要系报告期内新增上市品种注射用紫杉醇(白蛋白结合型) 销售所致；净利润较上年同期增长93.33%，主要系报告期内新增注射用紫杉醇(白蛋白结合型)产品销售 利润所致。此外，公司合同负债期末余额较年初增长31.64%，主要系报告期内收到美国市场产品销售 权利的里程碑款所致。 *ST双成主营业务涵盖药品注射剂、固体制剂、原料药的研发、生产、销售等。公司拥有丰富的化学合 成多肽药物研发、注册申报、生产和市场营销经验，已成功开发了多个化学合成多肽药物和20个其他各 种治疗 ...

Core Viewpoint - ST诺泰 is experiencing a decline in stock price, with a drop of 2.71% on October 28, 2023, and a total market capitalization of 12.14 billion yuan [1] Group 1: Business Overview - The company's custom product business primarily focuses on CDMO (Contract Development and Manufacturing Organization), emphasizing the integration of high-tech process development and large-scale production capabilities [2] - ST诺泰's main business revenue composition includes 64.98% from raw materials and intermediates, 25.48% from CDMO/CMO, 7.00% from formulations, 2.49% from technical service fees, and 0.06% from other sources [8] - As of September 30, 2023, ST诺泰 had 15,700 shareholders, a decrease of 16.30% from the previous period, with an average of 20,117 circulating shares per shareholder, an increase of 19.95% [8] Group 2: Product Development - The company has received clinical trial approval for its self-developed GLP-1 receptor agonist, SPN0103-009, which is aimed at treating diabetes and obesity [2] - ST诺泰's product, Thymosin Alpha 1 injection, is used for the treatment of chronic hepatitis B [3] - The company has also obtained approval for Oseltamivir Phosphate capsules, which are antiviral medications for treating and preventing influenza [3] Group 3: Financial Performance - For the period from January to September 2023, ST诺泰 achieved a revenue of 1.527 billion yuan, representing a year-on-year growth of 21.95%, and a net profit attributable to shareholders of 445 million yuan, reflecting a year-on-year increase of 26.92% [8] Group 4: Market Position and Trends - The company's overseas revenue accounted for 63.12% of total revenue, benefiting from the depreciation of the Chinese yuan [4] - The average trading cost of the stock is 42.18 yuan, with the stock currently near a resistance level of 39.01 yuan, indicating potential for a price correction or upward movement if the resistance is broken [7]

Core Viewpoint - ST诺泰 has shown a positive market performance with a 2.32% increase in stock price, reaching a total market capitalization of 12.52 billion [1] Group 1: Business Overview - The company specializes in custom products, primarily in the CDMO (Contract Development and Manufacturing Organization) sector, which emphasizes the integration of process development and technical innovation [2] - ST诺泰's main business revenue composition includes 64.98% from active pharmaceutical ingredients and intermediates, 25.48% from CDMO/CMO, 7.00% from formulations, 2.49% from technical service fees, and 0.06% from other sources [8] - The company has received clinical trial approval for its self-developed GLP-1 receptor agonist for diabetes and weight loss, named SPN0103-009 [2] Group 2: Product Approvals - The company’s Thymosin Alpha 1 injection is used for the treatment of chronic hepatitis B [3] - The company has also received approval for Oseltamivir Phosphate capsules, which are antiviral medications for treating and preventing influenza [3] Group 3: Financial Performance - For the period from January to September 2025, ST诺泰 achieved a revenue of 1.527 billion, representing a year-on-year growth of 21.95%, and a net profit attributable to shareholders of 445 million, with a year-on-year increase of 26.92% [8] - The company’s overseas revenue accounted for 63.12% of total revenue, benefiting from the depreciation of the RMB [4] Group 4: Market Activity - The stock has seen a net inflow of 6.44 million in the latest trading session, with a total trading volume of 203 million and a turnover rate of 1.66% [1][5] - The average trading cost of the stock is 42.18, with the current price approaching a resistance level of 39.80, indicating potential for upward movement if this level is surpassed [7]

Core Viewpoint - ST诺泰 is experiencing a positive market response with a slight increase in stock price and significant trading volume, indicating investor interest in the company's growth potential in the pharmaceutical sector [1]. Group 1: Business Overview - The company specializes in custom products, primarily through its CDMO (Contract Development and Manufacturing Organization) business, which emphasizes the integration of process development and technical innovation [2]. - ST诺泰 has developed a GLP-1 receptor agonist for diabetes and weight loss, which has received clinical trial approval [2]. - The company’s product, Thymosin Alpha 1 injection, is used for treating chronic hepatitis B [3]. - The company’s Oseltamivir Phosphate capsules have been approved for treating and preventing influenza in adults and children [3]. - As of the 2024 annual report, overseas revenue accounts for 63.12% of total revenue, benefiting from the depreciation of the RMB [4]. Group 2: Financial Performance - For the first half of 2025, ST诺泰 achieved revenue of 1.048 billion yuan, representing a year-on-year growth of 26.07%, and a net profit of 310 million yuan, up 36.49% year-on-year [8]. - The company has distributed a total of 362 million yuan in dividends since its A-share listing, with 330 million yuan distributed over the past three years [9]. Group 3: Market Activity - The stock has seen a net outflow of 3.9139 million yuan today, with a slight decrease in main funds over the past two days [5]. - The average trading cost of the stock is 42.37 yuan, with the price nearing a support level of 37.19 yuan, indicating potential volatility [7].

Core Viewpoint - ST诺泰 is experiencing a decline in stock price and trading volume, with a market capitalization of 11.599 billion yuan and a trading volume of 148 million yuan on October 16 [1] Group 1: Business Overview - The company focuses on custom products, primarily in the CDMO (Contract Development and Manufacturing Organization) sector, which emphasizes the integration of process development and technical innovation capabilities [2] - ST诺泰 has developed a GLP-1 receptor agonist for diabetes and weight loss, which has received clinical trial approval [2] - The company’s product, Thymosin Alpha 1 injection, is used for the treatment of chronic hepatitis B [3] - The company’s Oseltamivir Phosphate capsules have been approved for treating and preventing influenza [3] - As of the 2024 annual report, overseas revenue accounts for 63.12% of total revenue, benefiting from the depreciation of the RMB [4] Group 2: Financial Performance - For the first half of 2025, ST诺泰 achieved revenue of 1.048 billion yuan, a year-on-year increase of 26.07%, and a net profit attributable to shareholders of 310 million yuan, up 36.49% [8] - The company has distributed a total of 362 million yuan in dividends since its A-share listing, with 330 million yuan distributed over the past three years [9] Group 3: Market Activity - The stock has seen a net outflow of 21.077 million yuan from major investors today, with a total net outflow of 215 million yuan over the past 20 days [5][6] - The average trading cost of the stock is 42.57 yuan, with the stock price currently near a support level of 36.62 yuan [7]

Core Viewpoint - ST诺泰 is experiencing a positive market response with a recent stock price increase and significant trading volume, indicating investor interest in the company's growth potential in the pharmaceutical sector [1]. Group 1: Business Overview - The company specializes in custom products, primarily in the CDMO (Contract Development and Manufacturing Organization) sector, which emphasizes the integration of high-tech process development and large-scale production capabilities [2]. - ST诺泰 has developed a new GLP-1 receptor agonist for diabetes and weight loss, which has received clinical trial approval [2]. - The company’s product, Thymosin Alpha 1 injection, is used for the treatment of chronic hepatitis B [3]. - The approval of Oseltamivir Phosphate capsules for treating and preventing influenza in adults and children has been granted, with a validity period until May 30, 2027 [3]. Group 2: Financial Performance - As of the 2024 annual report, overseas revenue accounts for 63.12% of total revenue, benefiting from the depreciation of the RMB [4]. - For the first half of 2025, ST诺泰 achieved a revenue of 1.048 billion yuan, representing a year-on-year growth of 26.07%, and a net profit of 310 million yuan, up 36.49% year-on-year [8]. Group 3: Market Activity - The stock has seen a net outflow of 18.88 million yuan today, with a continuous reduction in main funds over the past three days [5][6]. - The average trading cost of the stock is 42.64 yuan, with recent rapid selling of shares, suggesting a potential strategy for investors to consider reallocating their holdings [7].

Core Viewpoint - ST诺泰 is experiencing a decline in stock price and trading volume, with a market capitalization of 13.062 billion yuan and a trading volume of 177 million yuan on September 23 [1] Group 1: Business Overview - The company focuses on custom products, primarily in the CDMO (Contract Development and Manufacturing Organization) sector, which emphasizes the integration of process development and technical innovation [2] - ST诺泰 has developed a new GLP-1 receptor agonist for diabetes and weight loss, which has received clinical trial approval [2] - The company’s product, Thymosin Alpha 1 injection, is used for the treatment of chronic hepatitis B [3] - The company’s Oseltamivir Phosphate capsules have been approved for treating and preventing influenza [3] - As of the 2024 annual report, overseas revenue accounts for 63.12% of total revenue, benefiting from the depreciation of the RMB [4] Group 2: Financial Performance - For the first half of 2025, ST诺泰 achieved revenue of 1.048 billion yuan, a year-on-year increase of 26.07%, and a net profit attributable to shareholders of 310 million yuan, up 36.49% [8] - The company has distributed a total of 362 million yuan in dividends since its A-share listing, with 330 million yuan distributed over the past three years [9] Group 3: Market Activity - The stock has seen a net outflow of 12.16 million yuan from major investors today, with a continuous reduction in holdings over the past three days [5][6] - The average trading cost of the stock is 43.13 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak [7] - The stock price is approaching a resistance level of 41.69 yuan, indicating potential for a pullback if this level is not surpassed [7]

Core Viewpoint - ST诺泰 is experiencing a decline in stock price and trading volume, with a market capitalization of 13.097 billion yuan as of September 22, 2023 [1] Group 1: Business Overview - The company's custom product business primarily focuses on CDMO (Contract Development and Manufacturing Organization), emphasizing the integration of process research and technical innovation with large-scale production capabilities [2] - ST诺泰's main business revenue composition includes 64.98% from active pharmaceutical ingredients and intermediates, 25.48% from CDMO/CMO, 7.00% from formulations, 2.49% from technical service fees, and 0.06% from other sources [8] - The company has developed a GLP-1 receptor agonist for diabetes and weight loss, which has received clinical trial approval [2] Group 2: Product Approvals - The company’s Thymosin Alpha 1 injection is used for the treatment of chronic hepatitis B [3] - The company’s Oseltamivir Phosphate capsules have been approved for treating and preventing influenza A and B in adults and children aged one year and older [3] Group 3: Financial Performance - For the first half of 2025, ST诺泰 achieved operating revenue of 1.048 billion yuan, representing a year-on-year growth of 26.07%, and a net profit attributable to shareholders of 310 million yuan, up 36.49% year-on-year [8] - The company’s overseas revenue accounted for 63.12% of total revenue, benefiting from the depreciation of the yuan [4] Group 4: Market Activity - The stock has seen a net outflow of 35.987 million yuan from main funds today, with a continuous reduction in main fund positions over the past three days [5][6] - The average trading cost of the stock is 43.15 yuan, with the stock price approaching a resistance level of 41.69 yuan, indicating potential for a price correction if it fails to break through this level [7]

Core Viewpoint - ST诺泰 is experiencing a decline in stock price, with a recent drop of 2.47% and a total market capitalization of 13.347 billion yuan [1] Group 1: Business Overview - The company specializes in custom products, primarily in the CDMO (Contract Development and Manufacturing Organization) sector, which emphasizes the integration of process development and technical innovation capabilities [2] - ST诺泰 has developed a GLP-1 receptor agonist for diabetes and weight loss, which has received clinical trial approval [2] - The company’s product, Thymosin Alpha 1 injection, is used for the treatment of chronic hepatitis B [3] - The company’s Oseltamivir Phosphate capsules have been approved for treating and preventing influenza [3] - As of the 2024 annual report, overseas revenue accounts for 63.12% of total revenue, benefiting from the depreciation of the RMB [4] Group 2: Financial Performance - For the first half of 2025, ST诺泰 achieved revenue of 1.048 billion yuan, representing a year-on-year growth of 26.07%, and a net profit attributable to shareholders of 310 million yuan, up 36.49% [8] - The company has distributed a total of 362 million yuan in dividends since its A-share listing, with 330 million yuan distributed over the past three years [9] Group 3: Market Activity - The stock has seen a net outflow of 32.0395 million yuan today, with a continuous reduction in main funds over the past three days [5][6] - The average trading cost of the stock is 43.17 yuan, with the current price approaching a resistance level of 42.60 yuan, indicating potential for a price correction if this level is not surpassed [7]

Core Viewpoint - ST诺泰 is experiencing a positive market response due to its recent drug approvals and strong revenue growth, particularly benefiting from the depreciation of the RMB [4][8]. Group 1: Company Developments - The company has received clinical trial approval for its self-developed GLP-1 receptor agonist, SPN0103-009, aimed at diabetes and weight loss [2]. - ST诺泰's product, Thymosin Alpha 1 injection, is used for the treatment of chronic hepatitis B [3]. - The company has also obtained approval for Oseltamivir Phosphate capsules, which are used for treating and preventing influenza [3]. Group 2: Financial Performance - For the first half of 2025, ST诺泰 achieved revenue of 1.048 billion yuan, representing a year-on-year growth of 26.07%, and a net profit of 310 million yuan, up 36.49% [8]. - The company's overseas revenue accounted for 63.12% of total revenue, benefiting from the depreciation of the RMB [4]. Group 3: Market Activity - On September 10, ST诺泰's stock rose by 0.34%, with a trading volume of 119 million yuan and a turnover rate of 0.91%, bringing the total market capitalization to 12.961 billion yuan [1]. - The stock has seen a net outflow of 7.4438 million yuan from main funds, indicating a reduction in holdings over the past three days [5][6]. Group 4: Company Overview - ST诺泰, established in April 2009 and listed in May 2021, focuses on the research and production of peptide drugs and small molecule pharmaceuticals [8]. - The revenue composition includes 64.98% from raw materials and intermediates, 25.48% from CDMO/CMO services, 7.00% from formulations, and 2.49% from technical service fees [8].