| 市场数据：2025 年 月 8 | 日 26 | | --- | --- | | 收盘价（元）： | 30.13 | | 年内最高/最低（元）： | 33.34/18.81 | | 流通A股/总股本（亿）： | 1.35/1.35 | | 流通 股市值（亿）： A | 40.81 | | 总市值（亿）： | 40.81 | | 年 基础数据：2025 | 月 6 | 日 30 | | | --- | --- | --- | --- | | 基本每股收益(元)： | | | 0.54 | | 摊薄每股收益(元)： | | | 0.54 | | 每股净资产(元)： | | | 12.74 | | 净资产收益率(%)： | | | 4.13 | 资料来源：最闻 化学原料药 威尔药业（603351.SH） 买入-B(首次) 李旋坤 执业登记编码：S0760523110004 邮箱：lixuankun@sxzq.com 邓周宇 执业登记编码：S0760524040002 邮箱：dengzhouyu@sxzq.com 魏赟 执业登记编码：S0760522030005 邮箱：weiyun@sxzq.com 王金源 20 ...

启东市委书记杨中坚在致辞时指出，近年来，启东精准嵌入上海生物医药产业链，集聚了以拜耳医药、盖天力等龙头企业为代表的近百家生物医药企 业，拥有北大生科华东产业研究院、启东复旦医学创新研究院等一批高能级科创平台，建成江苏省药监局审评核查启东工作站，"生物医药就到启 东"的产业地标持续擦亮。此次签约的生物基产品研发制造基地项目，投资规模大、技术含量高、市场前景广，建成后必将为我市生物医药产业发展注 入强劲动能。启东将始终秉承"尊商、重商、亲商、安商"的服务理念，为企业高质量发展保驾护航。希望柯泰亚加快将"纸上协议"转化为实实在在 的"地上项目"，早日产出"硕果"，成为启东生物医药产业发展的中坚力量。期盼柯泰亚引领更多上下游优质项目布局启东，政企同心、精诚合作，携 手开拓生物医药新蓝海。 据介绍，此次签约的项目总投资 10.5亿元 ，建设合成生物产品研发制造基地，生产 药用辅料、食品营养添加剂等 产品。 柯泰亚董事长赵立山 在致辞中指出，此次签约是柯泰亚从研发到规模化生产的一个里程碑，在公司产业化进程中具有十分重要的意义。非常荣幸能在 启东开启公司下一个快速增长和规模化的阶段。启东无论是生产要素、营商环境、地理位置、 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：603351 公司简称：威尔药业 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到http://www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、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。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5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 无 第二节 公司基本情况 2.1公司简介 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 □适用 √不适用 2.6在半年度报告批准报出日存续的债券情况 □适用 √不适用 第三节 重要事项 公司应当根据重要性原则，说明报告期内公司经营情况的重大变化，以及报告期内发生的对公司经营情 况有重大影响和预计未来会有 ...

证券代码：603351 证券简称：威尔药业 公告编号：2025-023 南京威尔药业集团股份有限公司 关于2025年半年度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 二、 主要产品和原材料的价格变动情况 （一）主要产品销售价格变动情况 单位：元/吨（不含税） | 主要产品 | 2025 年 | 1-6 | 月 | 2024 年 | 1-6 | 月 | 变动比例 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 平均售价 | | | 平均售价 | | | | | 主要产品 | 年 月 2025 1-6 平均售价 | 2024 | 年 月 1-6 平均售价 | 变动比例 | | --- | --- | --- | --- | --- | | 1、合成润滑基础油 | 14,953.22 | | 15,992.14 | -6.50% | | 其中：机械类 | 16,415.59 | | 18,069.94 | -9.16% | | 非机械类 | ...

Group 1 - The stock price of Weier Pharmaceutical reached 31.20 yuan as of the close on August 4, 2025, with an increase of 0.22 yuan from the previous trading day [1] - The stock exhibited a volatility of 2.87% on that day, with significant fluctuations including a rise of over 2% and a drop of over 2% within a 5-minute period during the morning session [1] - The total trading volume for the day was 30,375 hands, with a transaction amount of 93 million yuan [1] Group 2 - Weier Pharmaceutical operates in the chemical pharmaceutical industry, focusing on the research, development, production, and sales of pharmaceutical excipients and synthetic lubricating base oils [1] - The company's products are widely used in pharmaceutical formulations, food, and cosmetics [1] Group 3 - On August 4, the net outflow of main funds for Weier Pharmaceutical was 1.3051 million yuan, but over the past five trading days, there has been an overall net inflow of 3.7662 million yuan [1]

Core Viewpoint - The stock of Angli Kang (002940) has experienced significant volatility, with a cumulative increase of over 20% in two consecutive trading days, prompting the company to issue a risk warning [1] Group 1: Stock Performance and Trading Activity - Angli Kang's stock price has shown a remarkable upward trend since June, achieving a maximum cumulative increase of 360% during this period [3] - The company has confirmed that there are no undisclosed significant matters affecting its stock price and that its operational status remains normal [1] - The first phase of the employee stock ownership plan holds 4.3311 million shares, accounting for 2.15% of the total share capital, with potential for stock sales before the plan's expiration on November 2, 2025 [5] Group 2: Innovation Drug Projects - The company is currently focused on its ALK-N001 project, which is in Phase I clinical trials as of the announcement date [1] - There is an ongoing interest in the ALK-N002 project, which is still in the candidate selection phase and has not yet finalized specific drug candidates [2] - The company emphasizes the long cycle, high investment, and uncertainty associated with innovative drug development [2] Group 3: Business Overview - Angli Kang's pharmaceutical business includes chemical raw materials, chemical preparations, and pharmaceutical excipients, with a focus on high-purity plant-derived cholesterol and its derivatives [2]

Core Viewpoint - The recent establishment of the Sci-Tech Innovation Board's growth tier and the reactivation of the fifth listing standard for unprofitable companies signal a significant shift in the capital market, allowing unprofitable "hard tech" enterprises to pursue IPOs more effectively [1][4]. Group 1: Unprofitable Companies' IPO Activities - A number of unprofitable companies are actively pursuing IPOs following the announcement of the growth tier and the fifth listing standard, which has reignited their financing needs [2]. - Wuhan Heyuan Biotechnology Co., Ltd. is leading the charge with its IPO approval from the CSRC on July 18, 2023, despite not having any approved drugs or profits yet [2]. - Shenzhen Beixin Life Technology Co., Ltd. also submitted its IPO registration shortly after, indicating a trend among medical device companies to capitalize on the new regulations [2]. Group 2: Regulatory Changes and Support for Technology - The fifth listing standard, initially aimed at supporting pharmaceutical companies, has been broadened to include a wider range of high-growth technology sectors such as artificial intelligence and commercial aerospace [4]. - The reactivation of the fifth standard is seen as a crucial measure to alleviate the financing bottlenecks faced by hard tech companies, which often struggle with long R&D cycles and high initial investments [4][5]. - The establishment of the growth tier is viewed as a precise upgrade to the Sci-Tech Innovation Board's system, addressing market pressures faced by companies unable to achieve short-term profitability [5]. Group 3: Investor Protection and Risk Management - The introduction of the growth tier includes measures to enhance investor protection, such as a special identifier "U" for unprofitable companies, which aims to improve risk awareness among investors [6][7]. - Regulatory bodies are implementing a three-tiered mechanism for risk management, which includes enhanced information disclosure rules and stricter delisting criteria to support rational pricing and risk mitigation for unprofitable enterprises [7].

Core Viewpoint - Wuhan Heyuan Biotechnology Co., Ltd. has successfully passed the review for listing on the Sci-Tech Innovation Board, moving closer to its IPO after overcoming various challenges, including the expiration of financial documents [1] Fundraising and Financials - The company plans to raise approximately 2.4 billion yuan through the issuance of nearly 90 million shares, significantly lower than the previously planned 3.5 billion yuan [2][4] - The funds will be allocated to three main projects: 1.655 billion yuan for the construction of a recombinant human albumin industrialization base, over 600 million yuan for new drug research and development, and 100 million yuan for working capital [2][3] - The total investment for the recombinant human albumin industrialization base project is 1.909 billion yuan, with an expected annual production capacity of 120 tons of OsrHSA raw liquid [3] Revenue and Business Performance - The company has reported continuous losses over the past three years, with revenues of 13.4 million yuan in 2022, 24.3 million yuan in 2023, and an estimated 25.2 million yuan in 2024, while net profits were -122 million yuan, -187 million yuan, and -151 million yuan respectively [8][10] - The main source of revenue comes from pharmaceutical excipients and research reagents, with a small portion from beauty products, which accounted for less than 5% of total revenue [5][10] Legal Issues - The company is involved in a patent infringement lawsuit initiated by Ventria Bioscience, which claims that Heyuan's products infringe on its patents. The case has been ongoing since 2020, with a recent counter-suit filed by Heyuan against Ventria [12][13]

Group 1 - The core viewpoint of the article is that Wuhan Heyuan Biotechnology Co., Ltd. has been approved for IPO by the Shanghai Stock Exchange, marking it as the 30th company to pass this year [1] - Heyuan Biotechnology is an innovative biopharmaceutical company with a leading global plant-based bioreactor technology platform, focusing on products including pharmaceuticals, pharmaceutical excipients, and research reagents [1][2] - The company plans to issue 89.45 million shares, accounting for 25.02% of the total share capital post-issue, and aims to raise 240 million yuan for projects including the construction of a human serum albumin industrialization base and new drug research and development [2] Group 2 - The controlling shareholder and actual controller of the company is Yang Daichang, who holds 40.29 million shares, representing 15.03% of the total share capital, and indirectly controls an additional 10.05 million shares, totaling 18.78% [2] - The main questions raised during the listing committee meeting included inquiries about the advanced nature of the core technologies, market space estimation for the drug HY1001, and safety compliance measures for the production of medicinal rice [3]

Core Viewpoint - Wuhan Heyuan Biotechnology Co., Ltd. successfully passed the IPO review by the Shanghai Stock Exchange on July 1, marking a significant case of implementing the China Securities Regulatory Commission's policy to enhance the inclusiveness of the Sci-Tech Innovation Board for unprofitable companies [1]. Group 1: Company Overview - Heyuan Biotechnology is an innovative biopharmaceutical company with a leading global plant bioreactor technology platform, focusing on the production of pharmaceuticals, pharmaceutical excipients, and research reagents [4]. - The company was established in November 2006 and transformed into a joint-stock company in December 2014, with a total share capital of 268.048646 million shares before the issuance [4]. Group 2: Financial Performance - The company's revenue for the reporting period was 13.3997 million yuan, 24.2641 million yuan, and 25.2161 million yuan, while the net profit attributable to the parent company was -148.6051 million yuan, -200.9395 million yuan, and -166.7474 million yuan [6]. Group 3: Major Shareholder Information - Yang Daichang is the largest shareholder, holding 15.03% of the shares directly and controlling a total of 29.25% of the voting rights through various agreements and entities [5]. Group 4: Key Questions from the Listing Committee - The listing committee inquired about the advanced nature of the core technologies related to the recombinant protein expression and purification platforms, as well as the reliability of specific performance indicators [7]. - Questions were raised regarding the market potential of the drug HY1001 compared to its competitors, including efficacy, indications, market acceptance, pricing, and cost [7]. - The committee also sought clarification on the operational standards for the production of medicinal rice, including breeding, planting, harvesting, storage, transportation, processing, and waste disposal, to ensure compliance and safety [8].