上海宣泰医药科技股份有限公司2025 年半年度报告 公司代码：688247 公司简称：宣泰医药 上海宣泰医药科技股份有限公司 上海宣泰医药科技股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司主营业务、核心竞争力不存在重大不利变化，持续经营能力不存在重大风险。公司已在 本报告"第三节管理层讨论与分析"-"四、风险因素"中详细披露了生产经营过程中可能面临的 各种风险，提请投资者查阅。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人郭明洁、主管会计工作负责人吴一鸣及会计机构负责人（会计主管人员）卫培 华声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 经公司第二届董事会第十八次会议决议，公司 2025 年半年度拟以实施权益分派股权登记日登 记的总股本扣减公司回购专用证券账户中股份为基数分配利润，本次利润分配方案如下： 公司拟向全体股东每 10 ...

Group 1 - The company, Hefei Lifan Pharmaceutical Co., Ltd., has received the drug registration certificate for Mesalazine enteric-coated tablets from the National Medical Products Administration [1] - Mesalazine is a non-steroidal anti-inflammatory drug that significantly inhibits inflammation in the intestinal mucosa, suitable for treating acute episodes of ulcerative colitis and maintaining remission, as well as treating acute episodes of Crohn's disease [1] - The approval of Mesalazine enteric-coated tablets will enhance the company's product pipeline and market competitiveness, with four other domestic companies holding the same specification drug approval and three others holding different specifications [1]

Key Points - The article highlights significant stock movements in the Hong Kong and US markets, with various companies experiencing notable gains and losses due to recent developments and announcements [1][2][3][4][5] Hong Kong Market Highlights - China Rare Earth Holdings (03788) surged nearly 20%, with a year-to-date increase of 320%, as the company proposed a spin-off of its gold segment for independent listing on the Hong Kong Stock Exchange [1] - Innovent Biologics (09969) rose nearly 4% after announcing the clinical approval of its new ADC innovative drug ICP-B794 [1] - North Sea Kangcheng - B (01228) increased over 50%, with its stock price doubling in three days, marking it as a rare disease stock in the Hong Kong market [1] - Hong Kong Travel (00308) saw a rise of over 24%, achieving a year-to-date stock price doubling, driven by market speculation on stablecoin cross-border payment scenarios [1] - CSPC Pharmaceutical Group (01093) gained nearly 3% after receiving drug registration approval for Mesalazine enteric-coated tablets, enhancing its product line in the immune system treatment sector [1] - Ruian Real Estate (00272) rose over 4%, with a cumulative contract property sales amount for the first six months increasing by 457% year-on-year [1] - Cornerstone Pharmaceuticals - B (02616) increased over 3%, planning to raise HKD 467 million for clinical research on CS2009 [1] - Q Technology (01478) rose over 7%, with mobile camera module sales of 32.648 million units in June, a year-on-year increase of 1.5% [1] - Dekang Agriculture and Animal Husbandry (02419) increased by 6%, with a new cycle logic continuing to strengthen, and Tianfeng Securities set a target price of HKD 154 [1] - Contemporary Amperex Technology (03750) rose over 3%, reaching a new high since its listing, following a deepened strategic cooperation agreement with Geely Automobile [2] - Gaming stocks continued to rise, with Wynn Macau (01128) up 6.49%, New World Development (00200) up 6.15%, and others showing similar gains [2] - Gold stocks faced declines, with Golden Resources (GORO.US) dropping nearly 10% and others following suit [4] US Market Highlights - Stablecoin concept stocks continued to rise, with Tiger Brokers (TIGR.US) increasing over 8% [4] - Trump Media & Technology Group (DJT.US) rose over 2% as the company seeks SEC approval for a blue-chip cryptocurrency ETF [4] - Wolfspeed (WOLF.US) continued to rise, with stock prices increasing over 9% [4] - Intel (INTC.US) rose over 7% after announcing company-wide layoffs [4] - JD.com (JD.US) increased over 2% as it launched its "Double Hundred Plan" for its delivery service [4]

Core Viewpoint - The approval of Mesalazine enteric-coated tablets (0.5g) by the National Medical Products Administration of the People's Republic of China marks a significant advancement for the company in the field of immunotherapy products, enhancing its product line in this area [1] Group 1: Product Approval - The company has received a drug registration certificate for Mesalazine enteric-coated tablets, which is considered equivalent to passing the consistency evaluation of generic drug quality and efficacy [1] - This product is primarily used for the treatment of ulcerative colitis, including both acute episodes and maintenance therapy to prevent recurrence, as well as for the treatment of acute episodes of Crohn's disease [1] Group 2: Mechanism of Action - Mesalazine works by regulating inflammatory indicators in the intestinal mucosa, inhibiting the synthesis of prostaglandins and the formation of inflammatory mediators such as leukotrienes, thereby achieving its anti-inflammatory effects [1] - The product demonstrates significant inhibitory effects on inflammation in the intestinal wall connective tissue, making it a widely used aminosalicylate anti-inflammatory drug globally [1] Group 3: Market Impact - The approval of this product will further enrich the company's product line in the immunotherapy sector, potentially increasing its market presence and competitiveness in the pharmaceutical industry [1]

Core Viewpoint - Shanghai Xuantai Pharmaceutical Technology Co., Ltd. reported significant growth in its 2024 annual results, with a revenue of 512 million yuan and a net profit of 128 million yuan, driven by strong sales and international market expansion [1][2]. Group 1: Financial Performance - In 2024, the company achieved an operating income of 512 million yuan, representing a year-on-year increase of 70.61% [1] - The net profit attributable to shareholders reached 128 million yuan, up 109.09% year-on-year, while the net profit after deducting non-recurring gains and losses was 114 million yuan, marking a 140.06% increase [1] - The company plans to distribute a cash dividend of 0.37 yuan per share, with a total dividend amounting to approximately 16.61 million yuan, which is over 50% of the net profit attributable to shareholders [1] Group 2: Sales Growth and Market Expansion - Product sales revenue for the year was 351 million yuan, a substantial increase of 99.64%, with revenue from equity participation reaching 46.82 million yuan, up 122.30% [2] - Key products such as Posaconazole enteric-coated tablets and Ursodeoxycholic acid capsules saw significant sales growth in the Chinese market, while Mesalazine enteric-coated tablets gained market share in the U.S. [2] - The company successfully commercialized several new products in China, including Sitagliptin Metformin extended-release tablets and Olaparib tablets, and expanded its international presence by signing multiple cooperation agreements in emerging markets [2] Group 3: Future Development Plans - In 2025, the company anticipates the completion of system certification for its complex formulation workshop, with the first complex injection project entering trial operations [3] - The company aims to enhance its R&D efforts in the injection field and develop new formulation platform technologies, transitioning from a generic drug company to a hybrid innovative pharmaceutical enterprise [3]