每经AI快讯，神州细胞(688520)1月30日发布业绩预告，预计2025年实现归属于母公司所有者的净利 润-5.8亿元到-5.2亿元，上年同期实现净利润1.12亿元，同比由盈转亏。报告期内，受行业医保控费政策 持续深化及公司核心产品安佳因®多次降价影响，核心产品销售收入降幅较大，致使公司整体营业收入 较上年同期下降。 （文章来源：每日经济新闻） ...

格隆汇1月30日丨神州细胞(688520.SH)公布，经财务部门初步测算，预计公司2025年年度实现归属于母 公司所有者的净利润与上年同期相比，将出现亏损，实现归属于母公司所有者的净利润-5.8亿元到-5.2 亿元。归属于母公司所有者的扣除非经常性损益后的净利润-5.63亿元到-5.03亿元。预计公司2025年度 研发投入8.3亿元到8.7亿元。 本期业绩变化的主要原因：(一)报告期内，受行业医保控费政策持续深化及公司核心产品安佳因?多次 降价影响，核心产品销售收入降幅较大，致使公司整体营业收入较上年同期下降。(二)为推进报告期内 新获批产品的市场准入与渠道建设，公司相应加大了前期商业化投入，包括学术推广、组建销售团队 等，销售费用因此在短期内增幅明显。(三)公司始终坚持多产品管线持续有序推进的研发策略，多个在 研项目报告期内先后进入关键的确证性临床试验阶段，研发投入继续保持高位，影响当期盈利表现。 ...

Core Viewpoint - Shenzhou Cell (688520.SH) is expected to report a significant net loss for the year 2025, with projected losses ranging from -5.8 billion to -5.2 billion yuan, primarily due to declining sales and increased commercialization costs [1] Financial Performance - The net profit attributable to the parent company is forecasted to be between -5.8 billion and -5.2 billion yuan for 2025 [1] - The net profit after deducting non-recurring gains and losses is expected to be between -5.63 billion and -5.03 billion yuan [1] - Research and development expenditures for 2025 are projected to be between 830 million and 870 million yuan [1] Reasons for Performance Change - The decline in sales revenue is attributed to the ongoing tightening of healthcare cost control policies and significant price reductions of the core product, Anjia [1] - Increased upfront commercialization investments, including academic promotion and sales team formation, have led to a noticeable rise in sales expenses [1] - The company continues to pursue a multi-product pipeline strategy, with several projects entering critical confirmatory clinical trial phases, maintaining high levels of R&D investment, which has impacted current profitability [1]

北京神州细胞生物技术集团股份公司 2025 年年度业绩预告 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。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 证券代码：688520 证券简称：神州细胞 公告编号：2026-002 （一）利润总额：11,234.90 万元。归属于母公司所有者的净利润：11,195.11 万元。归属于母公司所有者的扣除非经常性损益的净利润：47,441.06 万元。 （二）研发投入：93,602.25 万元。 （三）每股收益：0.24 元。 1 三、本期业绩变化的主要原因 （一）报告期内，受行业医保控费政策持续深化及公司核心产品安佳因® 多 次降价影响，核心产品销售收入降幅较大，致使公司整体营业收入较上年同期下 降。 1．经财务部门初步测算，预计公司 2025 年年度实现归属于母公司所有者的 净利润与上年同期相比，将出现亏损，实现归属于母公司所有者的净利润 -58,000.00 万元到-52,000.00 万元。 ...

南财智讯1月30日电，神州细胞发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-5.20亿元至-5.80亿元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为-5.03亿 元至-5.63亿元。归属于上市公司股东的净利润同比预减亏；变动原因：（一）报告期内，受行业医保 控费政策持续深化及公司核心产品安佳因®多次降价影响，核心产品销售收入降幅较大，致使公司整体 营业收入较上年同期下降。（二）为推进报告期内新获批产品的市场准入与渠道建设，公司相应加大了 前期商业化投入，包括学术推广、组建销售团队等，销售费用因此在短期内增幅明显。（三）公司始终 坚持多产品管线持续有序推进的研发策略，多个在研项目报告期内先后进入关键的确证性临床试验阶 段，研发投入继续保持高位，影响当期盈利表现。 ...

本报讯 2026年1月27日，有研半导体硅材料股份公司（以下简称"有研硅"）发布公告宣布已完成对日本 株式会社RS Technologies持有的株式会社DG Technologies（以下简称"DGT"）70%股权的收购。 根据此前披露，DGT主营业务为刻蚀设备用部件（包括硅部件和石英部件）的研发、生产和销售。 DGT专有技术为刻蚀材料用高品质石英与硅部件精密加工技术，该技术通过先进的机械加工设备与工 艺，对石英和硅材料进行高精度的切割、研磨、MC加工、腐蚀、抛光、清洗、封装等操作，确保石英 与硅部件的尺寸精度和表面质量。 而有研硅则主要从事半导体硅材料的研发、生产和销售，其主要产品包括半导体硅抛光片、刻蚀设备用 硅材料、半导体区熔硅单晶、半导体洁净管阀门等。 当前有研硅正积极深化市场布局，并采取"国内深耕+海外拓展"的双轮驱动战略，进一步提升市场份 额。尽管目前有研硅刻蚀设备用硅材料成品部件的业务占比相对较低，但公司预计未来该业务将逐步提 升。 据悉，有研硅刻蚀设备用硅材料目前仍以海外市场为主，海外销售额约占70%，且主要出口市场主要为 日本、韩国。此次有研硅完成对DGT的收购，未来有望进一步提升公司该业 ...

Group 1 - The core viewpoint of the news highlights the performance of the China Medical and Medical Device Innovation Index, with notable stock movements, including a leading increase of 8.29% by Sangfor Technologies [1] - The Medical Innovation ETF has seen continuous net inflows over the past week, with a maximum single-day net inflow of 40.537 million yuan, totaling 114 million yuan [1] - A significant research breakthrough was reported regarding the oral nucleoside drug VV116, which shows promising antiviral activity against the Nipah virus, providing a potential treatment option for high-risk populations [1] Group 2 - Guosen Securities noted that the innovative drug sector exhibited significant excess returns in 2025, driven by international business development, continuous positive clinical data, and supportive policies [2] - The Medical Innovation ETF closely tracks the China Medical and Medical Device Innovation Index, which selects 30 profitable and growth-oriented companies to reflect the overall performance of the sector [2] - As of December 31, 2025, the top ten weighted stocks in the index include WuXi AppTec, Heng Rui Medicine, and Mindray Medical, collectively accounting for 63.75% of the index [2]

Core Viewpoint - Shenzhou Cell (688520) has seen a significant stock price increase of 13.51% this week, closing at 49.16 yuan as of January 9, 2026, with a total market capitalization of 21.893 billion yuan [1] Company Announcements - Shenzhou Cell has received approval from the China Securities Regulatory Commission (CSRC) for its plan to issue stocks to specific investors for the year 2025 [1] - The approval from CSRC is valid for 12 months from the date of registration consent, and the company is required to complete the issuance-related matters within this period and fulfill its information disclosure obligations [1]

Trading Information Summary - On January 6, the main funds experienced a net outflow of 11.1255 million yuan, while speculative funds saw a net inflow of 10.4254 million yuan, and retail investors had a net inflow of 0.7001 million yuan [1][2]. Company Announcement Summary - Beijing Shenzhou Cell Biotechnology Group Co., Ltd. received approval from the China Securities Regulatory Commission for its application to issue stocks to specific targets for the year 2025. The approval is valid for 12 months from the date of registration [1][2].

Market Performance - The biopharmaceutical sector increased by 0.55% on January 6, with Liaoning Chengda leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Individual Stock Performance - Liaoning Chengda (600739) closed at 12.27, with a rise of 7.16% and a trading volume of 530,500 shares, amounting to a transaction value of 633 million yuan [1] - Dongbao Biological (300239) closed at 6.18, up by 5.64%, with a trading volume of 454,500 shares and a transaction value of 278 million yuan [1] - Olin Biological (616889) closed at 27.66, increasing by 3.83%, with a trading volume of 74,400 shares and a transaction value of 204 million yuan [1] - Kanghong Pharmaceutical (002773) closed at 33.75, up by 2.37%, with a trading volume of 249,700 shares and a transaction value of 838 million yuan [1] Capital Flow Analysis - The biopharmaceutical sector experienced a net outflow of 426 million yuan from institutional investors, while retail investors saw a net inflow of 323 million yuan [2] - The net inflow from speculative funds was 104 million yuan [2] Detailed Capital Flow for Selected Stocks - Liaoning Chengda had a net inflow of 34.37 million yuan from institutional investors, while it faced a net outflow of 18.32 million yuan from retail investors [3] - Dongbao Biological saw a net inflow of 21.29 million yuan from institutional investors, with a net outflow of 13.16 million yuan from retail investors [3] - Tian Tan Biological (600161) had a net inflow of 18.06 million yuan from institutional investors, with a net outflow of 10.02 million yuan from retail investors [3]