| | 2025年上半年 / | 2024年上半年 / | | | --- | --- | --- | --- | | | 于2025年6月30日 | 于2024年12月31日 | 变化 | | 营业收入 | 543,769 | 546,744 | -0.5% | | 其中:主营业务收入 | 466,989 | 463.589 | 0.7% | | 利润总额 | 107,073 | 103,149 | 3.8% | | 归属于母公司股东的净利润 | 84.235 | 80.201 | 5.0% | | 归属于母公司股东的扣除非经常性损益的净利润 | 78.366 | 73,038 | 7.3% | | 经营活动产生的现金流量净额 | 83.832 | 131,377 | -36.2% | | 归属于母公司股东权益 | 1.394.371 | 1,356,732 | 2.8% | | 总资产 | 2.092.440 | 2.072.827 | 0.9% | 实现营业利润为1,063亿元，比上年同期增长3.7%；归属于母公司股东的净利润为842亿元，比上年同期增长5.0%，归属于母公司股东的净利润率为15.5%， ...

北京商报讯（记者 丁宁）8月7日晚间，上海谊众（688091）发布2025年半年报显示，公司上半年实现 营业收入1.6亿元，同比增长31.48%；对应实现的归属净利润3800.38万元，同比增长10.13%。 上海谊众表示，报告期内公司营业收入较上年同期增长31.48%，主要原因为核心产品紫杉醇胶束纳入 国家医保目录，销量较上年同期显著增长487%。 ...

Investment Rating - The report maintains an investment rating of "Leading the Market - A" [9] Core Insights - The report highlights that several newly included innovative drugs in the medical insurance directory are rapidly entering hospitals, with significant growth in the number of drugs entering hospitals by the end of May 2025 compared to April 2025 [2][22] - The report notes that the new drug sector has shown a strong performance, with notable increases in stock prices for companies such as Beihai Kangcheng (114.5%), Frontier Biotech (41.4%), and Junsheng Tai (29.4%) during the week of July 7 to July 13, 2025 [1][18] Summary by Sections Weekly New Drug Market Review - From July 7 to July 13, 2025, the top five companies in the new drug sector by stock price increase were Beihai Kangcheng (114.5%), Frontier Biotech (41.4%), Junsheng Tai (29.4%), Kaituo Pharmaceutical (20.7%), and Yongtai Biotech (20.1%) [1][18] - The top five companies by stock price decrease were Yiming Anke (-19.4%), Shenzhou Cell (-13.4%), Ascentage Pharma (-10.0%), Lepu Biotech (-8.9%), and Rongchang Biotech (-8.8%) [1][18] Key Analysis of the New Drug Industry - The National Medical Insurance Administration updated the hospital admission data for innovative drugs included in the medical insurance directory as of the end of May 2025, indicating rapid hospital admissions for several newly included domestic innovative drugs [2][22] - Notable drugs with fast admission growth included Kangfang Biotech's Cardunilumab and Ivorisumab, Shanghai Yizhong's Paclitaxel Micelle, and Zecjin Pharmaceutical's Recombinant Human Thrombin [2][22] New Drug Approval and Acceptance Status - Four new drug or new indication applications were approved this week, including Ascentage Pharma's Lisatoclax tablets and Zhejiang Tianyuan's quadrivalent influenza virus split vaccine [26][27] - Ten new drug applications were accepted, including Dali Yingjie’s Docetaxel Injection and Zhaoke Pharmaceutical's Atropine Sulfate Eye Drops [26][28] Clinical Application Approval and Acceptance Status - This week, 43 new drug clinical applications were approved, and 20 new drug clinical applications were accepted [4][28]