中国生物制药二零二四年中期报告

1177 1177 www.sinobiopharm.com ʮ̡༟ࣘ 14109 1 1 43 1043-44 239 Suntera (Cayman) LimitedSuite 3204, Unit 2A, Block 3, Building DP.O. Box 1586, Gardenia Court, Camana BayGrand Cayman KY1-1100Cayman Islands 721118 1617 97927 Conyers Trust Company (Cayman) LimitedCricket SquareHutchins DriveP.O. Box 2681Grand CaymanKY1-1111Cayman Islands 1812401 20002013MSCI2018201920205025TOP5050 E VIII GMPPVCGMP invoX PharmaLimitedinvoX GMP – GMPCN20110001 MSCI 50 50 Top 50 http://www.sinobiopharm.com 2024GDP61.75.0%202412,3530.9%1,8060.7% 202379120245142024 2024220247 ၍ଣᄴীሞʿʱؓ 4NMPA31202461.314.8%11NMPA20242024560.339.6% 202427CDE20247III10III202312 (G-CSF)20235NMPAIIIFcPEGPEG2023122024 ၍ଣᄴীሞʿʱؓ PD-L120244NMPAIII(ETER701)(mPFS)(mOS)Nature Medicine20242CDE20247CDE5III ROS1/ALK/c-Met20244NMPAROS1ROS1IIROS1 ALK20246NMPA(ALK)ALKIIIALK 202322023520237NMPACD20B2(HER2)2024 ၍ଣᄴীሞʿʱؓ 4335III17II18I18712I8BE2024-202648 D-1553KRAS G12C202312CDEKRAS G12CKRAS G12CD-1553KRAS G12C20246D-1553CDE1KRAS G12C2KRAS G12CCDED-1553KRAS G12CIID-1553D-1553 TQB3616CDK2/4/620247CDE(HR)2(HER2)TQB3616CDK2/4/6CDK2CDK4CDK6CDK4TQB3616CDK2CDK2CDK4CDK4/6TQB3616HR+/HER2IIITQB3616TQB3616 ၍ଣᄴীሞʿʱؓ FS222CD137PD-L1I2024(ASCO)FS222IFS222MSSPD-147.4%68.4%FS222 399.9%20232024(APASL)(EASL) 61III5II321BE2024-20262 ၍ଣᄴীሞʿʱؓ PPAR(PPAR)(MASH)PPARPPARPPARPPAR20233CDE7CDEIIIIIIMASHMASH T Q A 2 2 2 5F G F 2 1 - F c21(FGF21IIMASHTQA2225FGF21FGF21MASHTQA2225FGF21 2024 E2021E2023E202120192024 ၍ଣᄴীሞʿʱؓ 81III4II3I21931I8BE2024-202612 TDI01ROCK2Rho/Rho2(ROCK2IITDI01ROCK2TDI01 TQC2731TSLP(TSLP)IIIITSLPIITSLPTSLPTQC2731 TCR1672P2X3P2X3Ib/II2021TCR1672FDA(IND)P2X3TCR1672P2X3P2X2/3P2X3TCR1672P2X3 TQC3721PDE3/4PDE3/4IIPDE3PDE4TQC3721TQC3721PDE3/4 TQH2722IL-4R4(IL-4R)IIITQH2722-4(IL-4)-13(IL-13)22 2024 411III1II1I10532BE2024-202638 PL-5III ၍ଣᄴীሞʿʱؓ 1,587,44011.1%301,716139.7%16.39141.7%153,53314.0%854,947918,100460,5532,233,600 5181,972170,96093%26% 160,67714,329 7 536,02633.8%19.5% 203,25812.8%11.2% 178,38111.2%5.4% 258,28416.3%29.9% 136,4368.6%14.5% 275,05517.3%23.2% ၍ଣᄴীሞʿʱؓ 14.0% ၍ଣᄴীሞʿʱؓ 15.03%9,3066568,6501,018,08715.3% ၍ଣᄴীሞʿʱؓ 158,681156,2872,42430,108 480,673469,970460,553281,196149,37877,00049,97243,00920,000460,5536.9% 14.225%14 1,144 76466951065 276,05717.4% 32023500 500 ၍ଣᄴীሞʿʱؓ 854,947945,188918,100731,289 848,4591,113,594101,002105,7941,6511,64816,54536,988387382292260 47,705149,400 6,670,3746,360,4822,458,2062,543,48736.9%40.0%805,391418,453 24,437251,470230,457 515,843,04369,905,000 ESG ESG 2024+ESG2024ESGESGESGESG ၍ଣᄴীሞʿʱؓ ESGESG4ESG ESG2023ESGESG 2022&202315202416% ESGESGESGESG ESGESG DAYESG 2024(FTSE4Good Index Series)2024ESG100 ESGESGESG DAYESGESG 20244202625 1. 1.1 20246303420231231 1.2 20231231 77161202012022 ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 2. (a)(b)(c) ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 2. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 2. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 2. (a) 90% 10% ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 3. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 4. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 5. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 6. 16.5%16.5% 25%19%-25% 25%25% 20081125% ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 6. 15% 10%5%10% 6,554,00014,853,000 7. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 7. 181,972170,96093%26% ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 7. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 7. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 7. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 321617 ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 9. 3,017,162,0001,258,784,00018,408,301,70918,564,162,723 ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 9. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 10. 2024630407,495,00020236 30753,908,000 202463010,227,00020236 3010,134,0001,846,00020236307,411,000 11. 9091180180 ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 12. 13. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 14. 15. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 16. (a) (i) 8,404,00086,007,000 (ii)110,607,00091,956,000 135,189,000177,949,000 ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 16. (b) TEDA Cold Chain Logistics10,227,00010,145,000 (c) 136,130,0004.35% 17. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 17. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 17. ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 17. (a) (b) ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 17. (b) (c) P/E ʕಂᔊ׼ၝΥৌਕ༟ࣘڝൗ 17. (c) 18. 571XV78352C3 (1)Validated Profits Limited1,459,785,124(2)True Merit Global Limited2,081,643,374675,000,000(3)Thousand Eagles LimitedRemarkable Industries Limited2,362,500,0001,687,500,000(4)Sure Smart Enterprises Limited183,310,270 Չ˼༟ࣘ XVXV78352 XV23336 (1)Thousand Eagles LimitedRemarkable Industries Limited(2)True Merit Global Limited(3)Validated Profits Limited XV23336 Չ˼༟ࣘ 10 (i)(ii)(a)(b) 10%1% 121%17.03D(2) 120.1%17.04(4) 211.00 1 (i)(ii)5(iii) Չ˼༟ࣘ 3%3%3%5%5%10 515,843,043 10 10 69,905,000 Չ˼༟ࣘ 750,000,000 2,150,00012.0611.861,561,360 C1C.1.6 C3 3.103.10(A) 10,000,00024,382,000 175,404,00061,750,000 189,836,00069,905,000