Core Insights - Heng Rui Medicine's stock price increased by 2.00% on December 19, reaching 61.20 CNY per share, with a total market capitalization of 406.197 billion CNY [1] - The company has seen a year-to-date stock price increase of 33.92%, but a decline of 3.29% in the last five trading days [1] Company Overview - Jiangsu Heng Rui Medicine Co., Ltd. is primarily engaged in the research, production, and sales of pharmaceuticals, focusing on oncology [2] - The company's product portfolio includes anti-tumor drugs, analgesics, and contrast agents, with applications across various diseases [2] - Main business revenue composition: 86.88% from product sales, 12.63% from licensing income, and 0.49% from other sources [2] Financial Performance - As of September 30, Heng Rui Medicine reported a revenue of 23.188 billion CNY for the first nine months of 2025, a year-on-year increase of 14.85% [3] - The net profit attributable to shareholders for the same period was 5.751 billion CNY, reflecting a year-on-year growth of 24.50% [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 397,300, with an average of 16,058 circulating shares per person [3] - The company has distributed a total of 9.303 billion CNY in dividends since its A-share listing, with 3.568 billion CNY in the last three years [4] - Major shareholders include Hong Kong Central Clearing Limited and China Securities Finance Corporation, with some reductions in shareholdings noted [4]

Core Viewpoint - Heng Rui Medicine's stock price has shown a significant increase this year, with a 36.06% rise, indicating strong market performance despite recent fluctuations in the short term [1] Company Overview - Jiangsu Heng Rui Medicine Co., Ltd. is primarily engaged in the research, production, and sales of pharmaceuticals, focusing on oncology and covering various research areas including kinase inhibitors, antibody-drug conjugates (ADC), tumor immunology, and hormone receptor regulation [2] - The company's revenue composition includes 86.88% from product sales, 12.63% from licensing income, and 0.49% from other sources [2] - Heng Rui Medicine operates in both domestic and international markets and is classified under the pharmaceutical and biological industry, specifically in chemical pharmaceuticals and preparations [2] Financial Performance - As of September 30, Heng Rui Medicine reported a revenue of 23.188 billion yuan, representing a year-on-year growth of 14.85%, and a net profit attributable to shareholders of 5.751 billion yuan, with a year-on-year increase of 24.50% [3] - The company has distributed a total of 9.303 billion yuan in dividends since its A-share listing, with 3.568 billion yuan distributed over the past three years [4] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 397,300, with an average of 16,058 circulating shares per person, a decrease of 8.21% from the previous period [3] - Major shareholders include Hong Kong Central Clearing Limited and China Securities Finance Corporation, with notable changes in their holdings [4]

Core Viewpoint - Heng Rui Medicine has experienced a continuous decline in stock price, with a total drop of 6.39% over the past six days, reflecting market concerns about its performance and potential investment risks [1]. Company Overview - Jiangsu Heng Rui Medicine Co., Ltd. is primarily engaged in the research, production, and sales of pharmaceuticals, focusing on oncology, including kinase inhibitors, antibody-drug conjugates (ADC), tumor immunology, hormone receptor regulation, DNA repair, and epigenetics [1]. - The company's product portfolio includes anti-tumor drugs, analgesics, and contrast agents, applicable in various medical fields such as autoimmune diseases, metabolic diseases, cardiovascular diseases, infectious diseases, respiratory diseases, hematological diseases, pain management, neurological diseases, ophthalmology, and nephrology [1]. - The main revenue composition of the company is 86.88% from product sales, 12.63% from licensing income, and 0.49% from other sources [1]. Fund Holdings - New沃 Fund has a significant holding in Heng Rui Medicine, with its New沃 Tongying Flexible Allocation Mixed Fund (002564) holding 4.85% of its net value in the stock, ranking it as the ninth largest holding [2]. - The fund has incurred a floating loss of approximately 5,537 yuan today, with a total floating loss of 19,900 yuan during the six-day decline [2]. Fund Manager Performance - The fund manager of New沃 Tongying Flexible Allocation Mixed Fund is Liu Tengfei, who has been in the position for nearly 3 years and 344 days, with a total fund asset size of 45.94 million yuan [3]. - During Liu's tenure, the fund has achieved a best return of 19.24% and a worst return of -50.26% [3].

Group 1 - The core point of the article highlights the recent decline in the stock price of Jiangsu Hengrui Medicine Co., Ltd., which fell by 5.13% to 63.57 CNY per share, with a total market capitalization of 421.93 billion CNY [1] - Jiangsu Hengrui Medicine, established on April 28, 1997, and listed on October 18, 2000, focuses on the research, production, and sales of pharmaceuticals, particularly in the oncology field, covering various therapeutic areas including kinase inhibitors, antibody-drug conjugates (ADC), and immunotherapy [1] - The company's main revenue sources are product sales (86.88%), licensing income (12.63%), and other income (0.49%), indicating a strong focus on product sales [1] Group 2 - From the perspective of fund holdings, one fund under Caitong Securities Asset Management has Hengrui Medicine as a significant holding, with 362,000 shares representing 3.27% of the fund's net value, ranking as the ninth largest holding [2] - The fund, Caitong Asset Management Chenrui One-Year Holding Period Mixed A (010413), has a current scale of 5.09 billion CNY and has achieved a year-to-date return of 28.4%, ranking 3444 out of 8155 in its category [2] - The fund manager, Li Xiang, has been in position for over 7 years, with the best fund return during his tenure being 37.6% and the worst being -30.26% [3]

Company Overview - Jiangsu Hengrui Medicine Co., Ltd. is primarily engaged in the research, production, and sales of pharmaceuticals, focusing on oncology and covering various research areas including kinase inhibitors, antibody-drug conjugates (ADC), tumor immunology, hormone receptor regulation, DNA repair, and supportive therapies [2] - The company's product portfolio includes anti-tumor drugs, analgesics, and contrast agents, applicable in various fields such as autoimmune diseases, metabolic diseases, cardiovascular diseases, infectious diseases, respiratory diseases, hematological diseases, pain management, neurological diseases, ophthalmology, and nephrology [2] - The main revenue composition is as follows: oncology 52.12%, neuroscience 15.33%, others (supplementary) 10.63%, contrast agents 9.82%, metabolic and cardiovascular 6.25%, others 3.07%, immunology and respiratory system 2.78% [2] Financial Performance - As of June 30, 2025, Hengrui Medicine achieved a revenue of 15.76 billion yuan, representing a year-on-year growth of 15.88%, and a net profit attributable to shareholders of 4.45 billion yuan, with a year-on-year increase of 29.67% [3] - The company has distributed a total of 9.30 billion yuan in dividends since its A-share listing, with 3.57 billion yuan distributed over the past three years [3] Stock Performance - On September 30, Hengrui Medicine's stock price increased by 2.11%, reaching 70.66 yuan per share, with a trading volume of 1.846 billion yuan and a turnover rate of 0.41%, resulting in a total market capitalization of 468.985 billion yuan [1] - Year-to-date, the stock price has risen by 54.62%, with a 1.38% increase over the last five trading days, a 2.60% increase over the last twenty days, and a 32.32% increase over the last sixty days [1] - The net inflow of main funds was 169 million yuan, with significant buying and selling activities recorded [1]