问答环节要点生长激素板块：2025年上半年生长激素新患入组同比增长，水针占比超40%，但因2024年 下半年新患入组不佳，2025年上半年营收与去年同期持平。生长激素市场竞争激烈但价格稳定，与维昇 药业合作的长效生长激素"隆培促生长素"预计2025年下半年获批，定位于高端市场。隆培促生长素优 点：安全性好，通过特定技术使生长激素以特定速率缓慢释放，连接结构和载体分子可排出体外；有效 性高，创新技术保持蛋白活性，免疫原性低，IGF - 1应答高于日制剂；稳定性强，优化冷冻干燥工艺， 储存条件更宽松，降低运输和保存负担；便利性与依从性佳，创新自动注射器，隐形针头，每周仅需注 射一次。博生吉公司CAR - T管线布局：包括自体CAR - T，PA3 - 17注射液纳入突破性治疗品种；通用 现货型CAR - T，UTAA09注射液临床试验进展顺利；In vivo CAR - T平台，完成临床前开发进入IIT阶 段；NKCE平台，进展到动物实验阶段。CD7 - CART规划：后续启动II期单臂注册临床并争取附条件上 市，产品获批后计划在一带一路国家直接申报上市，对欧美国家将视情况独立申报或寻找合作。创新药 研发管线：公 ...

安徽安科生物工程（集团）股份有限公司 投资者关系活动记录表 编号：2025-009 证券代码：300009 证券简称：安科生物 | 投资者关系活动 | ☑特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | ☑其他 （电话会议） | | 参与单位名称及 | 华源医药、国盛医药、华福医药、中邮医药、平安证券、华鑫 | | 人员姓名 | 医药、信达医药、华安医药、东吴医药、东方医药、太平资产 | | | 管理、仁桥（北京）资产管理、中信建投基金、优益增投资、 | | | 泰康资产管理、Open Door Investment Management Ltd.、中国国 | | | 际金融、晨岭资本、太朴持信、深圳市尚诚资产管理、高腾国 | | | 际、鸿运私募基金管理、嘉实基金、华泰自营、翼虎投资管理、 | | | 长江养老保险、罗爵资产管理、长城基金管理、昆仑健康、武 | | | 汉证国私募基金、北京金塔股权投资、观合资产、药融圈、杭 | | | 贵投资、北京金百镕投资、上海盟洋投资管理、华宝基金 ...

财务报表中对有大幅变动的财务项目的原因说明如下：短期借款变动幅度为39.92%,原因:子公司安科华 捷本期新增借款。交易性金融资产变动幅度为-34.57%,原因:期初理财产品本期末到期赎回较多。预付款 项变动幅度为219.45%,原因:期末预付的委外研发款项增加较多。其他非流动资产变动幅度为49.77%,原 因:公司生产线建设预付的设备款金额较大。债权投资变动幅度为-56.93%,原因:公司将部分债权投资转 入一年内到期的非流动资产。其他流动负债变动幅度为-51.6%,原因:公司期初确认的应付退货款本期减 少。其他权益工具投资的变动原因:公司作为基石投资者投资维昇药业，投资金额较大。应收款项融资 变动幅度为54.53%,原因:上年同期购买长期资产采取票据支付金额较大。其他流动资产变动幅度 为-78.46%,原因:公司期末预缴企业所得税、增值税留抵税额减少。一年内到期的非流动资产的变动原 因:期末债权投资转入。财务费用变动幅度为352.93%,原因:公司本期计提的汇兑损益金额较大。经营活 动产生的现金流量净额变动幅度为53.75%,原因:上年同期发放2023年末计提的职工薪酬金额较大。 证券之星价投圈财报分析工 ...

Group 1: Company Strategy and Goals - The overall business goal for 2025 is to achieve restorative growth and maintain stable development [3] - The company aims to enhance the sales proportion of growth hormone water injections and expand the indications for growth hormone [3] - The company plans to accelerate the production capacity of the cancer drug Trastuzumab (Ansatin) and deepen brand building and market expansion [3] Group 2: Product Development and Clinical Trials - The clinical trial for "AK2017 Injection" (recombinant human growth hormone-Fc fusion protein injection) has successfully completed Phase II enrollment, with discussions for Phase III trial already held [3] - The company is actively promoting clinical trials for interferon spray and inhalation agents, targeting respiratory infections and gynecological diseases [3] - The "AK1008 Project" (human interferon α2b spray) is in Phase II trials for treating viral infections in children [3] Group 3: Competitive Landscape - Currently, there are 5 companies producing short-acting growth hormones, and several companies are expected to launch long-acting growth hormones [4] - The market for growth hormones is competitive but the overall pricing system remains stable [4] - The strategic partnership with Weisheng Pharmaceutical aims to cover the long-acting growth hormone market and enhance the company's competitiveness in children's growth and development [7] Group 4: Innovation and Collaborations - The company is developing several innovative drugs, including "HuA21 Injection" targeting HER2, which has shown promising safety and efficacy in early trials [4] - Collaboration with Afana Company on "AFN0328 Injection" for HPV precancerous lesions is in Phase I trials, with plans for further mRNA drug development [5] - The company is also involved in CAR-T cell therapy research through its investment in Boshengji Company, which has received implicit approval for clinical trials [5] Group 5: Market Expansion and Future Plans - The company is preparing to expand its international market presence by building FDA and EU-compliant production lines and engaging with foreign distributors [8] - The exclusive agency agreement with Baoji Pharmaceutical for the innovative drug "SJ02" aims to enhance the company's product matrix in the assisted reproduction field [8] - The company anticipates that the launch of long-acting growth hormones and long-acting follicle-stimulating hormones will provide new growth points for its business [8]