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全球首个!非动物源肝素平台落户光明
Shen Zhen Shang Bao· 2025-07-09 16:35
据悉,华熙生物以合成生物为驱动,聚焦糖生物学和细胞生物学,已拥有生物活性物原料、药品及医疗 器械、皮肤科学创新转化及营养科学创新转化四大业务板块,旗下诞生了润致、润百颜、夸迪、米蓓 尔、BM肌活等消费品牌。依托华熙生物优势产业基础,华熙唐安已在全酶合成肝素领域实现多维度技 术突破与产业革新,相关产品在化妆品、药品、医疗器械等领域广泛应用,在临床上是预防和治疗血栓 栓塞性疾病、心肌梗死、心血管手术抗凝等场景的关键药物。 近日,全球透明质酸产业领导者华熙生物旗下企业——华熙唐安生物科技(深圳)有限公司(简称"华 熙唐安")落户光明。这是华熙生物在透明质酸领域之外,实现多元化发展及合成生物技术应用的重大 战略部署,也是华熙生物在粤港澳大湾区建立的全球首个非动物源肝素全产业链平台。 截至目前,光明区已集聚合成生物领域企业超130家,产业估值近400亿元。 (文章来源:深圳商报) 签约仪式结束后,深圳理工大学合成生物学院院长张先恩、华熙唐安董事长兼总经理郭学平、国家生物 制造产业创新中心首席科学家马迎飞、赋远投资创始合伙人顾哲毅、钛资本董事总经理方昕博士等产学 研用各方嘉宾举行"合成生物学赋能肝素产业变革"圆桌论坛。 ...
河南千牧生物制药项目投产 千红制药产业链布局迈上新台阶
Zheng Quan Shi Bao Wang· 2025-07-09 11:00
Core Viewpoint - The successful launch of the Henan Qianmu Biopharmaceutical project marks a significant advancement in Qianhong Pharmaceutical's heparin industry chain layout, enhancing its market competitiveness through the signing of the CTH casing project [1][2][3] Company Summary - Qianhong Pharmaceutical, in collaboration with Muyuan Group, has established the Qianmu Biopharmaceutical project, which occupies an area of 290.32 acres and commenced construction in October 2023. The project will primarily produce heparin sodium crude products, heparin sodium, and low molecular weight heparin series raw materials and formulations [3] - The project leverages Muyuan Group's high-quality, traceable pig resources and Qianhong Pharmaceutical's technological advantages to create a globally leading comprehensive utilization and biopharmaceutical base for pig by-products [3] - The signing of the CTH casing project with the Netherlands CTH company aims to introduce advanced European technology and market resources, further integrating the biopharmaceutical industry in Nanyang into the global value chain [2] Industry Summary - The Qianmu Biopharmaceutical project is expected to fill the gap in high-end heparin raw materials in Henan Province, significantly contributing to the development of a billion-level biopharmaceutical industry cluster in Nanyang [1] - The project is part of a broader strategy to deepen the strategic cooperation between Qianhong Pharmaceutical and Muyuan Group, aiming to establish a competitive biopharmaceutical industry hub in Central China [1][2]
全球首个非动物源肝素平台落成!光明科学城合成生物大动作
合成生物学与绿色生物制造· 2025-07-08 15:57
【SynBioCon】 获 悉,7月7日上午,全球透明质酸产业领导者 华熙生物 旗下企业 华熙唐安生物科技(深圳)有限公司 (简称"华熙唐安")落地光明 科学城。 这是华熙生物在透明质酸领域之外实现多元化发展及合成生物技术应用的重大战略部署,也是华熙生物在粤港澳大湾区建立的 全球首个非动物源肝素全产 业链平台 。 据了解,华熙生物以合成生物为驱动,聚焦 糖生物学和细胞生物学 ,已拥有生物活性物原料、药品及医疗器械、皮肤科学创新转化及营养科学创新转化四 大业务板块,旗下诞生了润致、润百颜、夸迪、米蓓尔、BM肌活等消费品牌。 依托华熙生物优势产业基础, 华熙唐安已在全酶合成肝素领域实现多维度技术突破与产业革新,相关产品在化妆品、药品、医疗器械等领域具有广泛应用 ,临床上更是预防和治疗血栓栓塞性疾病、心肌梗死、心血管手术抗凝等场景的关键药物。 华熙唐安的落地,将吸引集聚更多医美、化妆品细分领域上下游企业,助力光明打造具有科学城特色的产业集群,建设具有国际影响力与竞争力的合成生 物产业创新高地。 ▌ 参考信息: 本 文部分 素 材 来 自光明科学城 。由 作 者重新 编写,系作者个人观点,本平台发布仅为了传达一种不同 ...
海普瑞: 深圳市海普瑞药业集团股份有限公司公司债券2024年度受托管理事务报告
Zheng Quan Zhi Xing· 2025-06-30 16:44
证券简称: 海普瑞 证券代码: 002399 债券简称: 22 海普瑞 债券代码: 149870 深圳市海普瑞药业集团股份有限公司 公司债券 2024 年度受托管理事务报告 发行人 住所:深圳市南山区松坪山郎山路 21 号 债券受托管理人 住所:深圳市福田区福田街道福华一路 119 号安信金融大厦 二〇二五年六月 重要声明 本报告根据《公司债券发行与交易管理办法》《公司债券受托管理人执业 行为准则》等相关规定的要求以及《深圳市海普瑞药业集团股份有限公司 2022 年面向专业投资者公开发行公司债券募集说明书》、《深圳市海普瑞药业集团 股份有限公司 2022 年公开发行公司债券债券受托管理协议》(以下简称"受托 管理协议")的约定,以相关公开披露信息和深圳市海普瑞药业集团股份有限公 司(以下简称"发行人"或"公司")提供的资料为依据,由国投证券股份有限公 司(以下简称"国投证券"或"受托管理人")编制。国投证券编制本报告的内容 及信息均来源于发行人提供的资料、说明以及其他已公开披露的信息。 本报告不构成对投资者进行或不进行某项行为的推荐意见,投资者应对相 关事宜做出独立判断,而不应将本报告中的任何内容据以作为国投 ...
成武农商银行解决融资痛点助力科创企业“拔节生长”
Qi Lu Wan Bao Wang· 2025-06-30 11:35
"专精特新"背后的金融支撑。某医疗器械公司也尝到了甜头。作为"专精特新"企业,它有着6万平方米 的大厂房,里面十万级洁净车间、万级实验室、研发中心一应俱全,生产的医用耗材畅销海内外。 随着医用耗材市场渐渐饱和,老板刘先生眼光独到,瞄准大健康产业,进军健康食品和医疗美容领域, 靠"直播电商+分销合作"的新路子,迅速打开市场。但摊子越铺越大,流动资金捉襟见肘。成武农商银 行紧跟企业转型步伐,及时发放贷款700万元,帮企业改造生产线、采购原料。"有了这笔钱,我们能大 胆闯新领域!"刘老板兴奋地说。现在企业组建了专业直播团队,在各大短视频平台带货,还和连锁药 店、医美机构合作分销,成功找到了新的盈利渠道。 构建科创服务"生态圈"。这两家企业的经历,只是成武农商银行助力科创企业的一个缩影。这几年,该 行不断完善"三项机制",把科创金融服务做得越来越扎实。一是开"专属通道",对科创企业实行名单制 管理,设立绿色通道,加快审批速度;二是推"专项产品",重点推广"人才贷""科技成果转化贷""知识 产权质押贷"等信贷产品,为企业提供更多选择;三是做"贴心伙伴",把科创企业全部纳入金融伙伴体 系,精准找融资痛点,符合条件的企业不 ...
健友股份: 南京健友生化制药股份有限公司公开发行可转换公司债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-27 16:25
Core Viewpoint - Nanjing Jianyou Biochemical Pharmaceutical Co., Ltd. maintains a stable credit rating of AA for both the company and its convertible bonds, reflecting its strong market position in heparin production and sales, despite facing challenges in raw material pricing and market fluctuations [1][3][4]. Company Overview - The company specializes in the research, production, and sales of a full range of heparin products, including heparin sodium raw materials and low molecular weight heparin preparations, along with anti-tumor preparations and other sterile injectables [7][12]. - As of the end of 2024, the company reported total assets of 95.10 billion yuan and total equity of 64.88 billion yuan, with an operating income of 39.24 billion yuan and a profit of 9.92 billion yuan [7][12]. Financial Performance - In 2024, the company achieved a total profit of 9.92 billion yuan, recovering from a loss in the previous year, with a gross profit margin of 43.28%, although this was a decline from 48.45% in 2023 [5][14]. - The company’s total debt decreased by 20.68% to 20.79 billion yuan by the end of 2024, with a cash-to-short-term debt ratio of 1.67, indicating strong liquidity [5][14]. Market Position and Industry Analysis - The global heparin market is projected to grow at a compound annual growth rate (CAGR) of 5% to 7%, driven by an aging population and increasing prevalence of cardiovascular diseases [11][12]. - The company holds a competitive advantage in research and development, with 49 ongoing projects and a research investment of 532 million yuan, accounting for 13.57% of total revenue in 2024 [4][5]. Risks and Challenges - The company faces risks related to raw material supply, currency fluctuations, and trade tensions, particularly with a significant portion of its revenue (76.75% in 2024) coming from overseas sales [4][6]. - The price of standard heparin raw materials has been on a downward trend, impacting the company's revenue from this segment, which decreased by 21.05% to 7.87 billion yuan in 2024 [14][19]. Future Outlook - The company is expected to enhance its competitive edge as it expands its formulation business and continues to launch new pharmaceutical products [3][11]. - The stable cash reserves and reduced debt burden suggest that the company’s ability to service its convertible bonds will remain strong, with potential for credit rating upgrades if overseas market expansion and capital strength improve significantly [3][4].
实控人之子持续增持背后:千红制药业绩稳健增长,创新药迎重大突破
Quan Jing Wang· 2025-06-25 13:15
近日,国内生化制药细分领域龙头千红制药(002550)发布公告,实控人的一致行动人王轲已完成 2,200万股股份对应公司总股本1.72%的增持计划,充分彰显了实控人对公司未来发展的信心。 看好发展前景,实控人一致行动人持续增持 近日,千红制药发布公告表示,基于对公司未来发展前景的信心和长期投资价值的认可,公司实际控制 人王耀方先生的一致行动人王轲先生已于2025年6月通过大宗交易方式增持公司股份960万股,并于6月 24日至25日继续增持公司股份1,240万股。截至目前,王轲已累计增持公司股份2,200万股,占公司总股 本比例1.72%,本次增持计划实施完成。增持完成后,实控人王耀方及一致行动人王轲合计持有公司股 权比例提升至26.63%。 资料显示,王耀方与王轲二人为父子关系,王轲,1983年出生,南京大学与美国德克萨斯大学圣安东尼 奥健康科学中心(UTHSCSA)联合培养生物学博士研究生,分别自2014年、2017年开始担任公司董事、 总经理,全面负责公司日常业务的经营管理。其持续增持公司股份,有望进一步巩固实控人对上市公司 的控制地位,有助于公司长期稳健可持续发展。 此外,公司近期还披露了持股5%以上的 ...
常山药业加入“减肥药”大战:连续两年亏损,股价翻倍涨
Bei Ke Cai Jing· 2025-06-25 10:25
资本市场如沐春风的常山药业,再度因为旗下艾本那肽减重适应症获批临床引发关注。 图/IC 6月24日,常山药业股价收盘报50.69元/股,涨2.55%,消息公开后,公司股价连续两日小幅收涨。实际上,受减重概念加持,常山药业早已成为大赢家。新 京报贝壳财经记者梳理看到,2025年以来,在司美格鲁肽、替尔泊肽等明星药品带动下,多只GLP-1RA概念股大火。截至6月25日,圣诺生物股价区间涨幅 达86.63%,博瑞医药股价涨幅亦超过80%,常山药业股价涨幅则高达136.71%,成为翻倍股。 尽管股价走上快车道,艾本那肽减重适应症仍有很长的路要走。6月23日,常山药业于投资者互动平台表示,虽然公司获批开展艾本那肽的减重临床试验, 但目前尚未正式开展临床试验。此外,其治疗2型糖尿病的适应症也尚未获批上市。 2023年以来,常山药业已连续两年出现亏损,撑起业绩的肝素此前面临市场价格下跌。如今,GLP-1成为淘金地,但也面临巨头主导市场,药企激烈竞争的 局面。 肝素依赖未解,谋求创新药扭亏 艾本那肽是一种长效胰高血糖素样肽-1受体激动剂(GLP-1RA)。GLP-1RA通过激活胰高血糖素样肽-1(GLP-1)受体以葡萄糖浓度 ...
上海交大最新Science子刊论文:CAR-T治疗实体瘤新思路
生物世界· 2025-06-24 03:56
撰文丨王聪 编辑丨王多鱼 排版丨水成文 CAR-T 细胞疗法 在 B 细胞恶性肿瘤中取得了令人瞩目的治疗效果,然而,其在占据癌症绝大多数的 实体 瘤 中效果差强人意,且反应通常难以持久 。 阻碍 CAR-T 细胞对实体瘤疗效的一个主要挑战是 CAR-T 细 胞对实体瘤的浸润渗透能力差。 2025 年 6 月 18 日,上海交通大学 杨选明 教授团队在 Science 子刊 Science Translation Medicine 上 发表了题为: OX40-heparan sulfate binding facilitates CAR-T cell penetration into solid tumors in mice 的研究论文。 该研究发现, 通过并联共刺激受体 OX40 的方式,能够显著增强 CAR-T 细胞对实体肿瘤 (包括 胰腺 癌、乳腺癌和肺癌 ) 的抗肿瘤活性, 这种增强作用既依赖于 OX40 配体 (OX40L) ,也独立于 OX40L。此外,该研究还发现, 硫酸乙酰肝素 ( Heparan Sulfate,HS ) 是 OX40 配体,可促进 CAR-T 细胞在实体瘤中的浸润和持久存在。 ...
智通港股早知道 | 南下资金年内买卖总额达11.52万亿港元超去年全年 陆家嘴论坛今日启幕
Zhi Tong Cai Jing· 2025-06-17 23:51
Group 1: Financial Policies and Market Developments - The Lujiazui Forum has opened, with expectations for new financial policy signals from central financial authorities during the event [1] - The People's Bank of China is accelerating the preparation of policies to support the construction of Shanghai as an international financial center [1] - Shanghai and Hong Kong are set to sign the "Shanghai-Hong Kong International Financial Center Collaborative Development Action Plan" [1] Group 2: Market Trends and Stock Performance - International oil prices have significantly increased, with NYMEX light crude oil futures rising by $3.07 to $74.84 per barrel, a 4.28% increase [2] - The Nasdaq China Golden Dragon Index fell by 1.77%, while the Hang Seng Index ADR decreased by 0.87% [2] Group 3: Cryptocurrency Legislation - The U.S. Senate passed a landmark stablecoin bill aimed at promoting growth in the cryptocurrency industry, with a vote of 68 in favor and 30 against [3] - This legislation establishes a regulatory framework for stablecoins pegged to the U.S. dollar, marking a significant victory for digital asset companies [3] Group 4: Investment Trends - Southbound capital trading volume has reached HKD 11.52 trillion this year, surpassing the total for the entire previous year [4] - The net buying amount for Shanghai Stock Connect is HKD 493.1 billion, and for Shenzhen Stock Connect, it is HKD 193.9 billion, both significantly higher than the same period last year [4] Group 5: Central Bank Gold Reserves - Nearly 43% of central banks plan to increase their gold reserves in the next year, with over 90% of surveyed central banks expecting to continue adding gold [5] - This marks the highest level of interest in gold reserves since the survey began in 2019, reflecting a 17 percentage point increase from the previous year [5] Group 6: Coal Inventory and Production - Coal inventory at major ports in the Bohai Rim has decreased by 13.5% from previous highs, totaling 28.68 million tons [7] - Coal production from January to May reached 198.54 million tons, with a year-on-year growth rate of 6.0% [6] Group 7: Corporate Developments - Dada Group has completed its privatization and will cease trading as a public company [8] - Kingsoft Cloud has completed the issuance of 69.375 million shares, raising approximately HKD 404 million [9] - Rongchang Bio's product, Taitasip, has received orphan drug designation from the EU for the treatment of myasthenia gravis [10] Group 8: Technology and AI Developments - Tencent Yuanbao has launched an AI programming mode, significantly enhancing coding efficiency for users [11] - Alibaba's Tongyi team has open-sourced the Qianwen 3 quantization model, optimized for Apple's MLX framework [13] Group 9: Financial Forecasts - Yadea Holdings expects a net profit of no less than RMB 1.6 billion for the first half of 2025, up from RMB 1.03 billion in the same period last year [17] - Haitian Flavor Industry has set the final price for its H-shares at HKD 36.3 per share, with additional shares to be issued [15][16]