Core Viewpoint - The company reported strong financial performance for the first half of 2025, with significant revenue and profit growth driven by international expansion and improved operational efficiency [1] Financial Performance - In 2025 H1, the company achieved revenue of 549 million yuan (+114.86%) and a net profit attributable to shareholders of 145 million yuan (+1504.3%), with a non-recurring net profit of 123 million yuan (+306.59%) [1] - For Q2 2025, revenue reached 239 million yuan (+127.07%), net profit attributable to shareholders was 76 million yuan (+1919.66%), and non-recurring net profit was 58 million yuan (+232.49%) [1] - The company's international business revenue was 425 million yuan (+272.76%), accounting for 77.40% of total revenue, up from 55.1% in 2024 [1] Business Segments - **Peptide Formulations**: The company is expanding its product matrix and promoting international commercialization of existing products, with 18 varieties passing or deemed equivalent to consistency evaluation [2] - **API (Active Pharmaceutical Ingredients)**: The company is actively pursuing international market expansion, with new production capacities ramping up. As of 2025 H1, the Wuhan subsidiary obtained 33 production licenses for peptide APIs [3] - **Small Nucleic Acids**: The company is positioning itself to benefit from the growing demand for small nucleic acid drugs, with ongoing development of related products and capacities [3] - **CRDMO (Contract Research, Development, and Manufacturing Organization)**: The company has achieved international certifications and is expanding its CRDMO services to provide a comprehensive offering to global clients [3] Future Outlook - The company anticipates revenue growth from 1.099 billion yuan in 2025 to 1.941 billion yuan in 2027, with corresponding net profits expected to rise from 273 million yuan to 576 million yuan [4]

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：2025-001 | | ☐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（请文字说明其他活动内容） 个人投资者：线上参与公司2024年度暨2025第一季度网上业绩说明 | | | 会的投资者 | | | 机构投资者（排名不分先后）：中信建投、国盛证券、民生证券、方 | | 参与单位名称及人员姓名 | 正证券、华福证券、中泰证券、招商证券、国联民生证券、信达证券、 | | | 兴业证券、财通证券、东方证券、国投证券、浙商证券、申万宏源研 | | | 究、华创证券、华安证券、Citi等多家机构 | | 时间 | 2025年05月08日 15:30-17:00 | | 地点 | 东方财富路演（https://roadshow.eastmoney.com/）网络互动 | | 上市公司接待人员姓名 | 董事长、总裁 曾少贵 | | | 董事、执行总裁 PINXIANG YU ...

Group 1 - The core viewpoint of the articles highlights the impressive financial performance of Hanyu Pharmaceutical, with a significant revenue increase and successful turnaround in profitability [1][2] - In 2024, the company achieved a revenue of 590 million yuan, a year-on-year growth of 36.82%, and reduced losses by over 60%. In Q1 2025, revenue reached 310 million yuan, with a remarkable year-on-year increase of 106.29% and a net profit of approximately 69.87 million yuan [1] - The growth is attributed to the company's strong foundation in peptide raw materials and formulations, as well as the steady advancement of its GLP-1 drug export strategy [1] Group 2 - Hanyu Pharmaceutical's overseas business has been a significant driver of growth, with overseas revenue increasing by 189.79% to 325 million yuan in 2024 [1] - The company is one of the few globally with large-scale peptide raw materials, offering 32 peptide raw materials and 17 formulation products, reaching over 20 countries for raw materials and over 90 countries for formulations [1] - The partnership with Huawei Cloud aims to explore AI applications in drug development, enhancing efficiency and quality in drug research and production management [2] Group 3 - The company has established a diversified pipeline for short, medium, and long-term development, focusing on several key products such as Teriparatide injection and other promising candidates [3] - Hanyu Pharmaceutical is also advancing its small nucleic acid drugs and CDMO/CMO business, capitalizing on the advantages of oligonucleotide drugs in treating various diseases [3][4] - The integration of resources from its core bases in Wuhan and Shenzhen has created a comprehensive development platform for peptide drugs, enhancing global competitiveness [4] Group 4 - The company plans to continue its strategic focus on talent, innovation, and internationalization, increasing R&D investment and leveraging partnerships to integrate AI into drug development processes [4] - As the strategic layout progresses, Hanyu Pharmaceutical aims to solidify its market position as a leader in the peptide sector, enhancing its global influence and competitiveness [4]