证券代码：688321 证券简称：微芯生物 公告编号：2026-014 深圳微芯生物科技股份有限公司 2025年度业绩快报公告 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、准确性和完整性依法承担法律责任。 本公告所载2025年年度主要财务数据为初步核算数据，未经会计师事务所审计，具体数据以公司2025年 年度报告为准，提请投资者注意投资风险。 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 1、报告期内的主要经营情况及财务状况 报告期内，公司2025年年度营业收入为90,953.78万元；利润总额为5,084.33万元；归属于上市公司股东 的净利润为5,107.57万元；归属于上市公司股东的扣除非经常性损益的净利润为3,835.62万元；每股收益 为0.1252元。 2、影响经营业绩的主要因素 一、2025年度主要财务数据和指标 单位：万元 ■ 注：1.本报告期初数同法定披露的上年年末数。 2.以上财务数据及指标以公司报表数据填列，但未经审计，最终结果以公司2025年年度报告为准。 3.以上增减变动幅度数据如有 ...

（原标题：微芯生物(688321.SH)：2025年度净利润为5107.57万元） 格隆汇2月26日丨微芯生物(688321.SH)公布2025年度业绩快报，报告期内，公司2025年年度营业收入为 90,953.78万元；利润总额为5,084.33万元；归属于上市公司股东的净利润为5,107.57万元；归属于上市公 司股东的扣除非经常性损益的净利润为3,835.62万元；每股收益为0.1252元。 本报告期内，公司产品西格列他钠依托"糖肝共管"独特的临床价值，叠加自营、战略合作商与新零售渠 道发力，商业化成效显著，销售收入同比增长122%左右；公司产品西达本胺的临床价值获得国家医保 局的支持与市场的认可，新增适应症弥漫大B细胞淋巴瘤于2025年1月纳入《国家医保目录》，并于同 年12月纳入最新版《国家医保目录》常规乙类管理，在医保连续降价以及2025年第四季度库存补差的影 响下，销售收入同比增长16%左右。综上，公司营业收入相应增长，归属母公司所有者的净利润实现扭 亏为盈。 ...

本报告期内，公司产品西格列他钠依托"糖肝共管"独特的临床价值，叠加自营、战略合作商与新零售渠 道发力，商业化成效显著，销售收入同比增长122%左右；公司产品西达本胺的临床价值获得国家医保 局的支持与市场的认可，新增适应症弥漫大B细胞淋巴瘤于2025年1月纳入《国家医保目录》，并于同 年12月纳入最新版《国家医保目录》常规乙类管理，在医保连续降价以及2025年第四季度库存补差的影 响下，销售收入同比增长16%左右。综上，公司营业收入相应增长，归属母公司所有者的净利润实现扭 亏为盈。 格隆汇2月26日丨微芯生物(688321.SH)公布2025年度业绩快报，报告期内，公司2025年年度营业收入为 90,953.78万元；利润总额为5,084.33万元；归属于上市公司股东的净利润为5,107.57万元；归属于上市公 司股东的扣除非经常性损益的净利润为3,835.62万元；每股收益为0.1252元。 ...

微芯生物公告称，2025年度公司实现营业总收入9.10亿元，同比增长38.24%；利润总额5084.33万元， 上年同期为-9671.19万元；归母净利润5107.57万元，上年同期为-1.15亿元，实现扭亏为盈。产品西格列 他钠销售收入同比增长122%左右，西达本胺销售收入同比增长16%左右。公司表示，上述财务数据为 初步核算数据，未经审计，具体以2025年年度报告为准。 ...

近日，一则关于上海璎黎药业有限公司（以下简称"璎黎药业"）"大门被封"的消息在业内不胫而走。这 家曾因研发出高选择性PI3Kδ抑制剂林普利塞片（商品名：因他瑞，以下简称"林普利塞"）而声名鹊 起，并曾获得恒瑞医药2000万美元战略投资的明星Biotech（生物科技公司），如今却陷入窘境。 针对上述传闻，2月11日，璎黎药业发布声明称，公司所有经营活动均正常有序进行，各项研发、生 产、运营及服务工作均按计划稳步推进，并未出现任何影响公司正常运转的异常情形。 《每日经济新闻》记者（以下简称"每经记者"）实探璎黎药业位于上海漕河泾康桥商务绿洲的注册地址 后发现，公司大门及各处出入口均贴有封条，部分办公室已处于清空状态，现场还有两名工人正在包装 设备仪器等。一名璎黎药业工作人员向记者表示，公司确实正在整体搬迁，主要原因是"和房东有一些 租房上的纠纷，并不是企业经营有什么大的问题"。 此外，也有多位患者向记者反映，林普利塞这款"救命药"自2025年四季度起就已出现断供的情况，在多 地医院和药店均已无法采购，此前药企承诺的赠药活动也成了一张"空头支票"。 2月10日上午，每经记者再次来到璎黎药业办公地点。经由货运电梯来到 ...

Core Viewpoint - Shanghai Yingli Pharmaceutical Co., Ltd. is facing operational challenges, including relocation due to disputes with the landlord, despite claims of normal business operations [2][21][30]. Group 1: Company Operations - The company has announced that all business activities are proceeding normally, with research, production, and operations on schedule [2][21][32]. - Reports indicate that the company's premises are sealed, and some offices are being cleared, suggesting a significant operational shift [2][22][30]. - Employees have confirmed that the company is relocating to Zhangjiang due to rental disputes, not operational issues [2][28][30]. Group 2: Product Supply Issues - The core product, Linpulise (also known as "因他瑞"), has been in short supply since Q4 2025, affecting patients who rely on it [2][15][34]. - Patients have reported that the promised drug donation programs have not been fulfilled, leading to further distress among those dependent on the medication [15][35][36]. - The drug's price is set at 11,040 yuan per bottle, and its removal from the national medical insurance directory has severely limited its market accessibility [18][37]. Group 3: Financial and Legal Challenges - The company is facing over 30 lawsuits related to various contractual disputes, indicating significant financial strain [18][37]. - A recent court ruling has mandated the company to pay approximately 2.25 million yuan due to a service contract dispute [18][37]. - The reliance on a single product, Linpulise, and the lack of a robust pipeline for new drugs are underlying factors contributing to the company's current difficulties [18][37]. Group 4: Future Prospects - The future of Yingli Pharmaceutical may hinge on the decisions made by its strategic partner, Heng Rui Medicine, regarding the commercialization of Linpulise [19][38]. - Heng Rui Medicine has stated that they are actively assisting with the ongoing issues related to Linpulise and are in discussions about future cooperation [19][38].

Core Insights - The company is expected to achieve profitability by 2025, with significant breakthroughs in international expansion and promising clinical data for its product, Westoroni, in the pancreatic cancer field [1][2]. Financial Performance - The company's revenue forecast for 2025 is projected at 910 million yuan, representing a year-on-year growth of 38.32% [2]. - The net profit attributable to shareholders is expected to be 53.46 million yuan, marking a turnaround from previous losses [2]. - Key products, including Sigleth sodium, have seen a sales revenue increase of approximately 123% year-on-year, while Sidabamine, despite facing price reductions from insurance, still achieved a 16% growth [2]. Recent Developments - On February 10, 2026, the company announced progress in its international expansion, granting exclusive rights for Sidabamine to Russian pharmaceutical company Nizhpharm in the CIS and Central Asia, which includes an upfront payment of 10 million yuan [3]. - The updated Phase II clinical data for Westoroni in combination chemotherapy shows a 50% objective response rate (ORR) and a median progression-free survival (mPFS) of 9.1 months, supporting further development [3]. Stock Performance - Over the past week (February 5 to 11, 2026), the company's stock price fluctuated between a high of 32.47 yuan and a low of 30.75 yuan, with a total decline of 0.76% [4]. - On February 10, the stock price increased by 1.28%, with a net inflow of 28.19 million yuan from major funds; however, it closed at 31.21 yuan on February 11, down 1.73% for the day [4]. - The financing balance has been increasing, with a recent growth of 5.57% over the past five days [4].

Group 1: Company Performance - Microchip Biotech forecasts a turnaround to profitability in 2025, with projected revenue of 910 million yuan, a year-on-year increase of 38.32% [1] - The net profit attributable to shareholders is expected to reach 53.46 million yuan, a significant improvement from a loss of 115 million yuan in the previous year, marking an increase of 168 million yuan [1] - Revenue growth is primarily driven by the commercialization of core products, with sales of Sigleptin sodium increasing approximately 123% due to its clinical value in "diabetes-liver management" and effective collaboration between self-operated and channel sales [1] - Sales of Sidabamine, despite facing price reductions and inventory adjustments, still achieved a year-on-year growth of 16% after being included in the national medical insurance catalog for a new indication of diffuse large B-cell lymphoma [1] Group 2: Strategic Developments - The company has made a breakthrough in business development by granting exclusive rights for Sidabamine to the Russian pharmaceutical company Nizhpharm for research, registration, and commercialization in 12 CIS and Central Asian countries [2] - Nizhpharm will pay an upfront fee of 10 million yuan and a milestone payment of 10 million yuan upon registration, along with a high double-digit percentage of net sales in the authorized regions [2] - Sidabamine is the world's first subtype-selective HDAC inhibitor, approved for multiple indications in China and Japan, and is currently undergoing Phase III clinical trials for additional indications [2] Group 3: Clinical Research Updates - Xioroni has updated data on pancreatic cancer, showing potential in treatment through both single-agent exploration in the U.S. and combination chemotherapy in China [3] - In a Phase II study for first-line treatment of pancreatic ductal adenocarcinoma, Xioroni combined with AG chemotherapy demonstrated a breakthrough efficacy potential, achieving an objective response rate (ORR) of 50% [3] - The median progression-free survival (mPFS) is reported at 9.1 months, with approximately half of the patients still on treatment after a median follow-up of 9.6 months [3] - Xioroni shows promising synergy with targeted drugs like RAS inhibitors in various mouse models, indicating enhanced tumor suppression effects when combined [3] - The U.S. Phase I dose-escalation trial for Xioroni is nearing completion, with the company actively advancing its overseas development and collaboration efforts [3]

Core Viewpoint - Microchip Biotech has signed a licensing and distribution agreement with Nizhny Novgorod Chemical Pharmaceutical Plant (Nizhpharm) for the commercialization of Sidabenamine in multiple authorized regions [1] Group 1: Agreement Details - Nizhpharm will obtain exclusive rights for the research, registration, and commercialization of Sidabenamine in the specified regions [1] - Nizhpharm is responsible for the product's research, market registration, secondary packaging, transportation, and commercial sales in the authorized areas [1] Group 2: Financial Aspects - The company will receive an initial payment of 10 million RMB upon the agreement's effectiveness [1] - Additional milestone payments include 10 million RMB for the transfer of regulatory materials and another 10 million RMB for local registration and market launch [1] Group 3: Company Background - Nizhpharm is one of the leading pharmaceutical companies in the Russian Federation, with over a century of history [1]

Agreement Overview - Shenzhen MicuRx Biotech Co., Ltd. has signed a licensing and distribution agreement with Nizhny Novgorod Chemical Pharmaceutical Plant (Nizhpharm) for the product Chidamide [1] - Nizhpharm will have exclusive rights for research, registration, and commercialization of Chidamide in several countries including Armenia, Azerbaijan, Belarus, Kazakhstan, Kyrgyzstan, Moldova, Mongolia, Russia, Tajikistan, Uzbekistan, Georgia, and Turkmenistan [1][5] Counterparty Information - Nizhpharm is one of the leading pharmaceutical companies in the Russian Federation, established in 1919, focusing on unmet medical needs and has a modern production base compliant with GMP standards [3] Product Information - Chidamide (brand name "Epidaza") is the world's first subtype-selective histone deacetylase (HDAC) inhibitor, approved for multiple indications in China, Japan, and Taiwan [4] Key Terms of the Agreement - Nizhpharm will be responsible for the development, registration, repackaging, transportation, and commercialization of Chidamide in the authorized regions [6] - The agreement includes an initial payment of 10 million RMB and additional milestone payments totaling 10 million RMB for local registration [6] - The agreement will last for 10 years from the first market approval of the product in the licensed area [6] Impact on the Company - This licensing agreement is expected to accelerate the global development and commercialization of Chidamide, enhancing the company's brand value and international influence [8]