2、赛湾生物具备向客户提供mRNA疫苗开发及生产CDMO服务的能力。赛湾生物凭借优秀的工艺开 发、准时交付以及成功的运营能力，继续推进mRNA疫苗供应链的工作，支持全球多个已商业化的 mRNA疫苗的生产。 3、深圳市海普瑞药业集团股份有限公司的主营业务是肝素产业链，生物大分子CDMO和创新药物的投 资，开发及商业化。 来源：新浪证券-红岸工作室 11月21日，海普瑞跌4.14%，成交额5327.83万元，换手率0.36%，总市值169.77亿元。 异动分析 创新药+生物疫苗+CRO概念+人民币贬值受益 1、2024年年报，海普瑞于 1998 年成立于深圳，是拥有 A+H 双融资平台的领先跨国制药企业，主要业 务覆盖肝素产业链、生物大分子 CDMO 和创新药物的投资、开发及商业化，致力于为全球患者带去高 质量的安全有效药物和服务，护佑健康。 技术面：筹码平均交易成本为11.59元 该股筹码平均交易成本为11.59元，近期筹码减仓，但减仓程度减缓；目前股价靠近支撑位11.54，注意 支撑位处反弹，若跌破支撑位则可能会开启一波下跌行情。 公司简介 资料显示，深圳市海普瑞药业集团股份有限公司位于广东省深圳市南山区松坪 ...

1、2024年年报，海普瑞于 1998 年成立于深圳，是拥有 A+H 双融资平台的领先跨国制药企业，主要业 务覆盖肝素产业链、生物大分子 CDMO 和创新药物的投资、开发及商业化，致力于为全球患者带去高 质量的安全有效药物和服务，护佑健康。 2、赛湾生物具备向客户提供mRNA疫苗开发及生产CDMO服务的能力。赛湾生物凭借优秀的工艺开 发、准时交付以及成功的运营能力，继续推进mRNA疫苗供应链的工作，支持全球多个已商业化的 mRNA疫苗的生产。 3、深圳市海普瑞药业集团股份有限公司的主营业务是肝素产业链，生物大分子CDMO和创新药物的投 资，开发及商业化。 4、根据2024年年报，公司海外营收占比为93.04%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 来源：新浪证券-红岸工作室 11月20日，海普瑞涨0.42%，成交额3923.48万元，换手率0.26%，总市值177.10亿元。 异动分析 创新药+生物疫苗+CRO概念+人民币贬值受益 区间今日近3日近5日近10日近20日主力净流入-169.92万-820.60万-879.98万-1334.90万-1 ...

Core Viewpoint - The article discusses the recent performance and business operations of Haiprime, highlighting its position in the pharmaceutical industry and the impact of currency depreciation on its revenue [2][3]. Company Overview - Haiprime, established in 1998 and headquartered in Shenzhen, is a leading multinational pharmaceutical company with A+H dual financing platforms, focusing on the heparin industry chain, biopharmaceutical CDMO, and innovative drug development [2][7]. - The company's main revenue sources include formulations (63.06%), CDMO services (18.59%), and heparin sodium and low molecular weight heparin raw materials (16.05%) [7]. Financial Performance - For the period from January to September 2025, Haiprime reported a revenue of 4.194 billion yuan, representing a year-on-year growth of 3.09%, while the net profit attributable to shareholders decreased by 29.04% to 554 million yuan [7]. - As of September 30, 2025, the overseas revenue accounted for 93.04% of total revenue, benefiting from the depreciation of the Chinese yuan [3]. Market Activity - On November 17, Haiprime's stock price fell by 1.67%, with a trading volume of 49.2036 million yuan and a turnover rate of 0.32%, bringing the total market capitalization to 18.121 billion yuan [1]. - The stock has seen a net inflow of 1.2514 million yuan from major investors today, with no significant trend in buying or selling observed [4][5]. Technical Analysis - The average trading cost of Haiprime's shares is 11.59 yuan, with the stock price approaching a resistance level of 12.41 yuan, indicating potential for a price correction if it fails to break through this level [6]. Dividend Information - Since its A-share listing, Haiprime has distributed a total of 4.21 billion yuan in dividends, with 514 million yuan distributed over the past three years [8]. Shareholder Structure - As of September 30, 2025, Haiprime had 27,000 shareholders, with the Hong Kong Central Clearing Limited being the eighth largest shareholder, holding 12.0093 million shares, an increase of 691,700 shares from the previous period [9].

11月17日，海普瑞盘中下跌2.07%，截至14:02，报12.30元/股，成交3908.08万元，换手率0.25%，总市 值180.48亿元。 资金流向方面，主力资金净流入201.77万元，大单买入567.39万元，占比14.52%，卖出365.62万元，占 比9.36%。 海普瑞今年以来股价涨17.82%，近5个交易日跌0.57%，近20日涨5.22%，近60日跌7.10%。 资料显示，深圳市海普瑞药业集团股份有限公司位于广东省深圳市南山区松坪山郎山路21号,香港湾仔 港湾道30号新鸿基中心47楼4724室，成立日期1998年4月21日，上市日期2010年5月6日，公司主营业务 涉及肝素钠原料药、下游低分子肝素产品的研究、生产和销售。主营业务收入构成为：制剂63.06%， CDMO18.59%，肝素钠以及低分子肝素钠原料药16.05%，其他2.30%。 海普瑞所属申万行业为：医药生物-化学制药-化学制剂。所属概念板块包括：原料药、H股、肝素、融 资融券、中盘等。 截至9月30日，海普瑞股东户数2.70万，较上期增加2.60%；人均流通股0股，较上期增加0.00%。2025年 1月-9月，海普瑞实现营业收入 ...

Core Viewpoint - Haiprime is a leading multinational pharmaceutical company with a focus on the heparin industry chain, biopharmaceutical CDMO, and innovative drug development, benefiting from the depreciation of the RMB and a strong overseas revenue base [2][3]. Group 1: Company Overview - Haiprime was established in 1998 in Shenzhen and has both A and H share financing platforms [2]. - The company’s main business segments include heparin, biopharmaceutical CDMO, and innovative drug investment, development, and commercialization [2][7]. - As of September 30, 2025, Haiprime reported a revenue of 4.194 billion yuan, a year-on-year increase of 3.09%, while net profit attributable to shareholders decreased by 29.04% to 554 million yuan [7]. Group 2: Financial Performance - The company’s overseas revenue accounted for 93.04% of total revenue, benefiting from the depreciation of the RMB [3]. - The revenue composition includes 63.06% from formulations, 18.59% from CDMO, 16.05% from heparin sodium and low molecular weight heparin raw materials, and 2.30% from other sources [7]. - Haiprime has distributed a total of 4.21 billion yuan in dividends since its A-share listing, with 514 million yuan distributed over the past three years [8]. Group 3: Market Activity - On November 12, Haiprime's stock rose by 0.16%, with a trading volume of 39.42 million yuan and a turnover rate of 0.26%, bringing the total market capitalization to 18.165 billion yuan [1]. - The stock has seen a net outflow of 534,600 yuan from major investors today, indicating a reduction in holdings over the past three days [4][5].

Core Viewpoint - The news highlights the performance and business operations of Shenzhen Hepalink Pharmaceutical Group Co., Ltd., emphasizing its strong international revenue and the impact of RMB depreciation on its financials [2][3]. Company Overview - Shenzhen Hepalink Pharmaceutical Group Co., Ltd. was established in 1998 and is a leading multinational pharmaceutical company with A+H dual financing platforms [2]. - The company's main business includes the heparin industry chain, biopharmaceutical CDMO, and the investment, development, and commercialization of innovative drugs [2][7]. - As of September 30, 2025, the company reported a revenue of 4.194 billion yuan, a year-on-year increase of 3.09%, while the net profit attributable to shareholders decreased by 29.04% to 554 million yuan [7]. Financial Performance - The company’s overseas revenue accounted for 93.04% of total revenue, benefiting from the depreciation of the RMB [3]. - The revenue composition includes 63.06% from formulations, 18.59% from CDMO, 16.05% from heparin sodium and low molecular weight heparin raw materials, and 2.30% from other sources [7]. - The company has distributed a total of 4.21 billion yuan in dividends since its A-share listing, with 514 million yuan distributed over the past three years [8]. Market Activity - On November 10, the stock price of Hepalink increased by 0.90%, with a trading volume of 45.0469 million yuan and a turnover rate of 0.29%, bringing the total market capitalization to 18.15 billion yuan [1]. - The stock has seen a net outflow of 1.201 million yuan from major funds today, indicating a lack of strong buying interest [4][5]. Technical Analysis - The average trading cost of the stock is 11.57 yuan, with the current price near a support level of 12.33 yuan, suggesting potential for a rebound if this level holds [6].

Core Viewpoint - The news highlights the performance and business operations of Haiprime, a leading multinational pharmaceutical company in China, focusing on its revenue structure, market position, and recent financial results. Company Overview - Haiprime was established in 1998 and is headquartered in Shenzhen, China, with a dual financing platform (A+H shares) [2] - The company specializes in the heparin industry chain, biopharmaceutical CDMO services, and the investment, development, and commercialization of innovative drugs [2][7] - As of September 30, 2025, Haiprime reported a revenue of 4.194 billion yuan, a year-on-year increase of 3.09%, while the net profit attributable to shareholders decreased by 29.04% to 554 million yuan [7] Revenue Composition - The revenue composition of Haiprime is as follows: 63.06% from formulations, 18.59% from CDMO services, 16.05% from heparin sodium and low molecular weight heparin raw materials, and 2.30% from other sources [7] Market Performance - On November 7, Haiprime's stock rose by 0.91%, with a trading volume of 41.4586 million yuan and a turnover rate of 0.27%, bringing the total market capitalization to 17.989 billion yuan [1] - The company benefits from a high overseas revenue ratio of 93.04%, which is positively impacted by the depreciation of the Chinese yuan [3] Shareholder Information - As of September 30, 2025, Haiprime had 27,000 shareholders, an increase of 2.60% from the previous period [7] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 12.0093 million shares, an increase of 691,700 shares from the previous period [9] Dividend Distribution - Since its A-share listing, Haiprime has distributed a total of 4.21 billion yuan in dividends, with 514 million yuan distributed over the past three years [8]

Core Viewpoint - Dongcheng Pharmaceutical's stock price has shown fluctuations, with a year-to-date increase of 26.66%, but a recent decline in the last 60 days by 11.57% [1] Financial Performance - For the period from January to September 2025, Dongcheng Pharmaceutical reported a revenue of 2.043 billion yuan, a year-on-year decrease of 5.52%, and a net profit attributable to shareholders of 149 million yuan, down 10.64% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 1 billion yuan, with 293 million yuan distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 24,600, a rise of 4.51%, while the average circulating shares per person decreased by 4.32% to 30,191 shares [2] - Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 20.0272 million shares, an increase of 7.607 million shares compared to the previous period [3] Market Activity - On November 4, Dongcheng Pharmaceutical's stock price fell by 2.03%, trading at 15.44 yuan per share, with a total market capitalization of 12.732 billion yuan [1] - The stock experienced a net outflow of main funds amounting to 3.9255 million yuan, with significant selling pressure observed [1]

Core Viewpoint - Dongcheng Pharmaceutical is a leading biopharmaceutical company in China, specializing in the research, production, and sales of heparin sodium and chondroitin sulfate, with a full industry chain advantage [1] Group 1: Business Performance - In Q3 2025, Dongcheng Pharmaceutical reported revenue of 2.043 billion yuan, ranking 33rd among 110 companies in the industry, while the industry leader, Huadong Medicine, achieved revenue of 32.664 billion yuan [2] - The net profit for the same period was 125 million yuan, placing the company 47th in the industry, with the top performer, Heng Rui Medicine, reporting a net profit of 5.76 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 41.35%, up from 36.73% year-on-year, exceeding the industry average of 35.26% [3] - The gross profit margin for the same period was 50.26%, an increase from 45.55% year-on-year, but still below the industry average of 57.17% [3] Group 3: Executive Compensation - The chairman, You Shuyi, received a salary of 1.7957 million yuan in 2024, a slight decrease from 1.8032 million yuan in 2023 [4] - The general manager, Luo Zhigang, saw an increase in salary to 2.3287 million yuan in 2024 from 2.0232 million yuan in 2023, reflecting a rise of 305,500 yuan [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 4.51% to 24,600, while the average number of circulating A-shares held per shareholder decreased by 4.32% to 30,200 [5] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 7.607 million shares to 20.0272 million shares [5] Group 5: Future Outlook - Dongcheng Pharmaceutical's main business profit growth is recovering, with significant highlights including a more than 20% increase in FDG revenue in Q3 2025, contributing to improved gross margin [5] - The company is preparing for an IPO application for its subsidiary, Luanacheng, with expectations for its first innovative nuclear drug NDA in the first half of 2026 [5] - The company maintains profit forecasts of 220 million yuan, 299 million yuan, and 385 million yuan for 2025 to 2027, respectively [5]

Group 1 - Dongcheng Pharmaceutical's stock increased by 5.01%, reaching 15.50 CNY per share, with a trading volume of 201 million CNY and a turnover rate of 1.78%, resulting in a total market capitalization of 12.781 billion CNY [1] - The company, established on December 31, 1998, and listed on May 25, 2012, specializes in the research, production, and sales of heparin sodium raw materials and chondroitin sulfate [1] - The revenue composition of Dongcheng Pharmaceutical includes 44.16% from raw materials, 36.38% from nuclear medicine products, 13.17% from formulations, and 6.30% from other sources [1] Group 2 - According to data, one fund under Industrial Bank holds Dongcheng Pharmaceutical as a significant investment, with 1.2349 million shares, accounting for 4.65% of the fund's net value, making it the sixth-largest holding [2] - The fund, named Industrial Medical Care A (011466), has a current scale of 261 million CNY and has achieved a year-to-date return of 22.76%, ranking 4158 out of 8154 in its category [2] - The fund has a one-year return of 14.98%, ranking 5070 out of 8046, and has experienced a cumulative loss of 20.27% since its inception [2]