688197 首药控股-U
已收盘 05-28 15:00:01
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每周股票复盘：首药控股（688197）SY-5007获益于国产先发优势
证券之星 · 05-17
每周股票复盘：首药控股（688197）SY-5007获益于国产先发优势
【机构调研记录】金鹰基金调研首药控股
证券之星 · 05-15
【机构调研记录】金鹰基金调研首药控股
【机构调研记录】东方基金调研达瑞电子、首药控股
证券之星 · 05-15
【机构调研记录】东方基金调研达瑞电子、首药控股
首药控股：5月1日接受机构调研，海通证券、兴业基金等多家机构参与
证券之星 · 05-14
首药控股：5月1日接受机构调研，海通证券、兴业基金等多家机构参与
首药控股（688197）披露2025年度持续督导跟踪报告，5月6日股价上涨0.78%
证券之星 · 05-06
首药控股（688197）披露2025年度持续督导跟踪报告，5月6日股价上涨0.78%
每周股票复盘：首药控股（688197）营收增119.88%净亏损收窄
证券之星 · 05-02
每周股票复盘：首药控股（688197）营收增119.88%净亏损收窄
首药控股（688197）2026年一季报简析：营收上升亏损收窄
证券之星 · 04-19
首药控股（688197）2026年一季报简析：营收上升亏损收窄
每周股票复盘：首药控股（688197）股东户数增11.6%
证券之星 · 04-19
每周股票复盘：首药控股（688197）股东户数增11.6%
首药控股（688197）披露2025年年度报告，4月17日股价下跌1.81%
证券之星 · 04-17
首药控股（688197）披露2025年年度报告，4月17日股价下跌1.81%
首药控股：第一季度净利润亏损1509.08万元
证券之星 · 04-17
首药控股：第一季度净利润亏损1509.08万元
首药控股跌3.3% 2022年上市募15亿中信建投保荐
中金财经 · 03-12
首药控股跌3.3% 2022年上市募15亿中信建投保荐
每周股票复盘：首药控股（688197）调整JAK2抑制剂研发合作获8300万元
证券之星 · 03-08
每周股票复盘：首药控股（688197）调整JAK2抑制剂研发合作获8300万元
首药控股（688197）披露关于调整JAK2抑制剂类抗肿瘤新药合作研发模式的公告，3月5日股价上涨1.29%
证券之星 · 03-05
首药控股（688197）披露关于调整JAK2抑制剂类抗肿瘤新药合作研发模式的公告，3月5日股价上涨1.29%
每周股票复盘：首药控股（688197）董事李庭因股东单位内部安排离任
证券之星 · 03-01
每周股票复盘：首药控股（688197）董事李庭因股东单位内部安排离任
首药控股（688197）披露董事离任公告，2月27日股价上涨0.74%
证券之星 · 02-27
首药控股（688197）披露董事离任公告，2月27日股价上涨0.74%
首药控股（688197）披露核心技术人员退休离任公告，2月24日股价下跌3.84%
中金财经 · 02-24
首药控股（688197）披露核心技术人员退休离任公告，2月24日股价下跌3.84%
首药控股跌3.84% 2022年上市募15亿中信建投保荐
中金财经 · 02-24
首药控股跌3.84% 2022年上市募15亿中信建投保荐
首药控股2026年关注点：业绩增长与核心产品审评进展
经济观察网 · 02-13
首药控股2026年关注点：业绩增长与核心产品审评进展
每周股票复盘：首药控股（688197）SY-9453获临床试验批准
证券之星 · 02-08
每周股票复盘：首药控股（688197）SY-9453获临床试验批准
首药控股(688197.SH)：MAT2A抑制剂SY-9453获得药物临床试验批准通知书
智通财经 · 02-04
首药控股(688197.SH)：MAT2A抑制剂SY-9453获得药物临床试验批准通知书
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公司概况
公司名称：
首药控股(北京)股份有限公司
所属行业：
医药制造业
上市日期：
2022-03-23
主营业务：
首药控股(北京)股份有限公司的主营业务是肿瘤领域创新小分子疗法的发现与开发。公司的主要产品是技术开发及服务、中间体。公司是我国首家建立起覆盖ALK阳性NSCLC全周期产品组合的企业，是全球少数、国内首个实现多代ALK抑制剂系统布局的创新药企业之一。
发行价格：
39.90
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04:53","pubTimestamp":1778964786,"startTime":"0","endTime":"0","summary":"截至2026年5月15日收盘，首药控股报收于41.74元，较上周的41.64元上涨0.24%。本周，首药控股5月11日盘中最高价报44.92元。答：感谢您对SY-5007的关注。上述结果表明,SY-5007在初治及经治RET融合阳性NSCLC患者中均展现出较高水平的抗肿瘤活性,并具有良好的缓解持续性趋势。在安全性方面,SY-5007整体耐受性良好。截至目前,SY-5007是临床进展最快的完全国产的选择性RET抑制剂之一,进度优势明显。这将进一步拓展SY-5007的适应症人群,扩大其市场空间。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051700001629.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688197","BK0239"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635727990","title":"【机构调研记录】金鹰基金调研首药控股","url":"https://stock-news.laohu8.com/highlight/detail?id=2635727990","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635727990?lang=zh_cn&edition=full","pubTime":"2026-05-15 08:02","pubTimestamp":1778803327,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及5月14日披露的机构调研信息，金鹰基金近期对1家上市公司进行了调研，相关名单如下：1）首药控股 调研纪要：SY-5007在初治和经治RET融合阳性非小细胞肺癌患者中均展现显著抗肿瘤活性，截至2025年4月10日，初治患者ORR为89.3%，经治患者ORR为81.3%，安全性整体可管理。旗下最近一年表现最佳的公募基金产品为金鹰信息产业股票A，最新单位净值为5.43，近一年增长108.81%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051500008481.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0239","688197"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635727630","title":"【机构调研记录】东方基金调研达瑞电子、首药控股","url":"https://stock-news.laohu8.com/highlight/detail?id=2635727630","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635727630?lang=zh_cn&edition=full","pubTime":"2026-05-15 08:01","pubTimestamp":1778803278,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及5月14日披露的机构调研信息，东方基金近期对2家上市公司进行了调研，相关名单如下：1）达瑞电子 调研纪要：公司2025年实现营收318,772.06万元，同比增长24.24%；净利润28,215.41万元，同比增长16.72%。2026年Q1营收80,175.70万元，同比增长21.75%；净利润7,197.77万元，同比增长25.80%。维斯德于2025年7月启动收购，11月完成交割，2026年Q1并表，整合顺利，带来积极业绩贡献。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051500008426.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300976","688197","BK0239","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635745202","title":"首药控股：5月1日接受机构调研，海通证券、兴业基金等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2635745202","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635745202?lang=zh_cn&edition=full","pubTime":"2026-05-14 22:32","pubTimestamp":1778769147,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年5月14日首药控股发布公告称公司于2026年5月1日接受机构调研，海通证券、兴业基金、东方基金、中欧基金、景顺长城基金、金鹰基金、中银资管、东方红资管、博裕资本、大家资产、人保养老、华创证券、投资者、广发证券、国金证券、申万宏源、浙商证券、汇添富基金、万家基金、华宝基金参与。在安全性方面,SY-5007整体耐受性良好。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051400043139.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["600837","688197","BK0188","BK0183","BK1564","BK0012","06837","BK0239","BK0276","BK0070","BK0028","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633189751","title":"首药控股（688197）披露2025年度持续督导跟踪报告，5月6日股价上涨0.78%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633189751","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633189751?lang=zh_cn&edition=full","pubTime":"2026-05-06 18:29","pubTimestamp":1778063354,"startTime":"0","endTime":"0","summary":"截至2026年5月6日收盘，首药控股报收于41.17元，较前一交易日上涨0.78%，最新总市值为61.23亿元。该股当日开盘41.0元，最高41.95元，最低40.37元，成交额达7603.45万元，换手率为2.88%。近日，中信建投证券股份有限公司发布《关于首药控股（北京）股份有限公司2025年度持续督导跟踪报告》。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050600032234.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0239","688197"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632623944","title":"每周股票复盘：首药控股（688197）营收增119.88%净亏损收窄","url":"https://stock-news.laohu8.com/highlight/detail?id=2632623944","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632623944?lang=zh_cn&edition=full","pubTime":"2026-05-02 06:09","pubTimestamp":1777673357,"startTime":"0","endTime":"0","summary":"截至2026年4月30日收盘，首药控股报收于40.85元，较上周的38.2元上涨6.94%。本周，首药控股4月30日盘中最高价报41.82元。公司尚未盈利，存在累计未弥补亏损，主要财务数据显示营业收入同比增长119.88%，净亏损收窄。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050200003436.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688197"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628754029","title":"首药控股（688197）2026年一季报简析：营收上升亏损收窄","url":"https://stock-news.laohu8.com/highlight/detail?id=2628754029","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628754029?lang=zh_cn&edition=full","pubTime":"2026-04-19 06:08","pubTimestamp":1776550104,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期首药控股发布2026年一季报。根据财报显示，首药控股营收上升亏损收窄。其中，净利率-53.9%，同比增97.88%，销售费用、管理费用、财务费用总计519.64万元，三费占营收比18.56%，每股净资产4.47元，同比减12.29%，每股经营性现金流-0.14元，同比增67.57%，每股收益-0.1元，同比增70.59%证券之星价投圈财报分析工具显示：业务评价：去年的净利率为-1486.39%，算上全部成本后，公司产品或服务的附加值不高。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041900001810.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688197"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628275970","title":"每周股票复盘：首药控股（688197）股东户数增11.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628275970","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628275970?lang=zh_cn&edition=full","pubTime":"2026-04-19 03:17","pubTimestamp":1776539826,"startTime":"0","endTime":"0","summary":"截至2026年4月17日收盘，首药控股报收于41.3元，较上周的39.39元上涨4.85%。股本股东变化股东户数变动截至2026年3月31日，首药控股股东户数为5589.0户，较2025年12月31日增加581.0户，增幅11.6%。公司公告汇总首药控股（北京）股份有限公司2025年年度报告摘要显示，2025年末资产总额为791,233,717.90元，归属于上市公司股东的净资产为680,178,869.53元。首药控股（北京）股份有限公司2025年度审计报告由天健会计师事务所出具，审计意见为标准无保留意见。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041900001132.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0239","688197"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628202011","title":"首药控股（688197）披露2025年年度报告，4月17日股价下跌1.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628202011","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628202011?lang=zh_cn&edition=full","pubTime":"2026-04-17 22:20","pubTimestamp":1776435626,"startTime":"0","endTime":"0","summary":"截至2026年4月17日收盘，首药控股报收于41.3元，较前一交易日下跌1.81%，最新总市值为61.42亿元。该股当日开盘41.73元，最高41.94元，最低40.67元，成交额达6076.8万元，换手率为2.3%。近日，首药控股（北京）股份有限公司披露《2025年年度报告》。公告显示，截至2025年末，公司资产总额为791,233,717.90元，归属于上市公司股东的净资产为680,178,869.53元。2025年公司实现营业收入8,667,574.64元，较2024年增长119.88%。研发投入占营业收入的比例为2,269.38%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041700045992.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0239","688197"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628014277","title":"首药控股：第一季度净利润亏损1509.08万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2628014277","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628014277?lang=zh_cn&edition=full","pubTime":"2026-04-17 18:21","pubTimestamp":1776421274,"startTime":"0","endTime":"0","summary":"首药控股(688197.SH)公告称，2026年第一季度实现营业收入2800万元，同比增长1300.00%；归属于上市公司股东的净利润为-1509.08万元。业绩变动主要系本报告期内公司确认的JAK2抑制剂首笔一次性收益分成2000万元及各合作研发项目里程碑事件顺利达成，收取的里程碑款项同比增加所致。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041700037210.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688197"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618184545","title":"首药控股跌3.3% 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首药控股上市发行费用总额为1.10亿元，中信建投证券股份有限公司获得保荐及承销费用9089.57万元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushijujiao/20260312/32063317.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK0239","601066","688197","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2617619663","title":"每周股票复盘：首药控股（688197）调整JAK2抑制剂研发合作获8300万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2617619663","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617619663?lang=zh_cn&edition=full","pubTime":"2026-03-08 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17:21","pubTimestamp":1772702498,"startTime":"0","endTime":"0","summary":"截至2026年3月5日收盘，首药控股报收于37.82元，较前一交易日上涨1.29%，最新总市值为56.25亿元。近日，首药控股（北京）股份有限公司发布《关于调整JAK2抑制剂类抗肿瘤新药的合作研发模式的公告》。公告显示，公司全资子公司赛林泰与正大天晴、润众制药签署《技术开发（合作）合同》补充协议，调整JAK2抑制剂类抗肿瘤新药合作研发模式。知识产权由四方共有调整为正大天晴单独所有，以简化权属关系，降低管理成本与潜在纠纷风险。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026030500028003.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0239","688197"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616457098","title":"每周股票复盘：首药控股（688197）董事李庭因股东单位内部安排离任","url":"https://stock-news.laohu8.com/highlight/detail?id=2616457098","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616457098?lang=zh_cn&edition=full","pubTime":"2026-03-01 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19:26","pubTimestamp":1771932390,"startTime":"0","endTime":"0","summary":"公告显示，公司核心技术人员HONG LUO因年龄原因申请退休，退休后不再担任公司任何职务。罗鸿先生出生于1959年，曾任公司副总经理、总经理等职，未持有公司股份。公司已与其完成工作交接，研发团队结构完整，后备人员充足，其离任不影响公司技术研发和日常运营，不构成重大不利影响。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushiyaowen/20260224/32024362.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["688197","BK0239"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2613990207","title":"首药控股跌3.84% 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首药控股上市发行费用总额为1.10亿元，中信建投证券股份有限公司获得保荐及承销费用9089.57万元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushijujiao/20260224/32023780.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["688197","601066","BK0239","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2611189365","title":"首药控股2026年关注点：业绩增长与核心产品审评进展","url":"https://stock-news.laohu8.com/highlight/detail?id=2611189365","media":"经济观察网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611189365?lang=zh_cn&edition=full","pubTime":"2026-02-13 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