Shanghai Haoyuan Chemexpress Co. Ltd. A

The Ministry of Industry and Information Technology and nine other ministries jointly released the 15th Five-Year Plan for the Development of the Pharmaceutical Industry, explicitly positioning biomedicine as a national emerging pillar industry and setting quantitative targets including revenue of pharmaceutical enterprises above designated size exceeding 3.5 trillion yuan by 2030 and average annual growth of the innovative drug industry above 20 percent. The National Medical Products Administration recently issued the world's first medical device standard for AI-based EEG brain-computer interface data, marking a new stage of standardized regulation for the integration of AI and medical hardware. At the industry level, the pace of Chinese innovative drugs going overseas has accelerated further this year, with total out-licensing transaction value exceeding 120 billion US dollars, up 36 percent year on year, of which upfront payments exceeded 10 billion US dollars. Huayuan Securities research notes point out that the policy environment for innovative drugs has improved on both the approval and payment sides, clinical CRO demand continues to recover, and the market is expected to keep expanding. Driven by this, as of 10:06 on September 23, 2026, the underlying index of Penghua STAR Market Pharmaceutical ETF, the SSE STAR Market Biomedical Index, rose 1.28 percent, with constituent stocks HOB Biotech up 20.00 percent, Medicilon up 7.62 percent, and Haoyuan Chemexpress up 7.24 percent; the underlying index of Penghua Vaccine ETF, the CNI Vaccine and Biotechnology Index, rose 1.13 percent.

Haoyuan Pharmaceutical released its 2026 interim report. The company's total operating revenue was 1.648 billion yuan, and net profit attributable to the parent company was 171 million yuan. Net cash inflow from operating activities was 77.0646 million yuan, ranking 18th among disclosed peer companies. The company's latest asset-liability ratio was 50.01%, up 0.06 percentage points from the previous quarter and up 2.16 percentage points from the same period last year. The latest gross margin was 50.76%, down 1.66 percentage points from the previous quarter. The latest return on equity was 5.17%, and diluted earnings per share was 0.81 yuan. The company had 15,900 shareholders, and the top ten shareholders held 111 million shares, accounting for 52.13% of the total share capital.

Haoyuan Pharmaceutical disclosed its semi-annual report on August 26, achieving operating revenue of 1.648 billion yuan in the first half of 2026, up 25.71% year-on-year; net profit attributable to shareholders of the listed company was 171 million yuan, up 12.81% year-on-year; basic earnings per share were 0.81 yuan. The company plans to distribute a cash dividend of 0.9 yuan per 10 shares, tax included.

Haoyuan Pharmaceutical announced on August 26 that it plans to distribute a cash dividend of 0.9 yuan, tax included, for every 10 shares to all shareholders. The total payout is expected to be 19.19 million yuan, accounting for 11.21% of the net profit attributable to the parent company for the first half of 2026. In the interim period of 2026, the company achieved revenue of 1.648 billion yuan and net profit attributable to the parent company of 171 million yuan.

Haoyuan Pharmaceutical released its 2026 semi-annual report on the evening of August 26. In the first half of the year, it achieved attributable net profit of approximately 171 million yuan, a year-on-year increase of 12.81%. During the reporting period, the company achieved operating revenue of approximately 1.648 billion yuan, a year-on-year increase of 25.71%. Among this, revenue from the front-end life science reagents business was approximately 1.212 billion yuan, up 34.03% year-on-year; revenue from specialty active pharmaceutical ingredients, intermediates, and formulations was approximately 425 million yuan, up 6.45% year-on-year. The company's main businesses include research and development of life science reagents in the drug discovery field, as well as drug research and development, process optimization, and commercial production of active pharmaceutical ingredients, intermediates, starting materials, and formulations.

Haoyuan Pharmaceutical announced that its wholly-owned subsidiary, Yaoyuan Biotech Qidong Co., Ltd., passed a U.S. FDA pre-approval inspection with zero deficiencies. The subsidiary underwent the inspection from June 22 to 26, 2026, and recently received the on-site inspection report confirming the result. This marks the first time its finished dosage manufacturing site has passed a U.S. FDA inspection, which will help the company expand in the U.S. market and have a positive impact on its operating performance and international competitiveness.

The Sci-Tech Innovation Board Medical ETF Huaxia, ticker 588130, saw its latest shares reach 456 million, a one-year high. As of 2:07 PM on July 29, 2026, the ETF rose 0.91 percent, with the latest price at 1 yuan, intraday turnover rate of 13.39 percent, and trading volume of 60.8075 million yuan. The Shanghai Sci-Tech Innovation Board Biomedical Index it tracks surged 1.19 percent, with constituent stock Haoyuan Chemexpress rising 9.32 percent and Baili Tianheng rising 4.87 percent. In related news, the 2026 government work report for the first time explicitly designated biomedicine as an emerging pillar industry. The 15th Five-Year Plan listed brain-computer interfaces as a frontier core industry. The leap in top-level policy positioning, combined with China's innovative drug license-out deals hitting a record high and the first prescription for the implantable brain-computer interface NEO, marks the track's transition from the laboratory to clinical application.