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🇭🇰 港交所REMEGENCodex · 实盘不做把握 8/10
北京时间·🕒 发布 19:29:00时区推断·⟳ 抓取 19:30:25·⚡ 决策 08-05 22:16:47 +2h46m·82.7 天前

荣昌生物预计2026年上半年营收58.5亿元、归母净利47亿元并扭亏为盈

荣昌生物预计2026年上半年营收约58.5亿元、同比增长约433%,归母净利润约47亿元,事件本身为明确业绩利好。

📄 原文REMEGEN↗ 原文
INSIDE INFORMATION - ESTIMATED 2026 INTERIM RESULTS
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the con…
不做 荣昌生物(09995.HK)
同一具体业绩预告催化已在2026-08-05 13:33 UTC的港股公告汇总中处理,且关键利润来源AbbVie授权收入早在1月已被公开建模,本条不重复交易。
不做 荣昌生物(688331.SH)
同一具体催化已处理;此外该事件属于A股业绩预告,亏转盈不等同于归母或扣非净利润同比超过10倍,且收盘前已涨5.79%,不满足A股业绩追多硬闸。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-05 · 扩散 medium · price-in 风险 medium ↗ ↗ ↗

关键理由

  • 荣昌生物预计2026年上半年营收约58.5亿元、同比增长约433%,归母净利润约47亿元,事件本身为明确业绩利好。
  • 利润大幅扭亏主要来自核心产品销售增长和1月已公告的AbbVie RC148授权收入,后者在1月研报中已按6.5亿美元首付款进入市场预期。
  • 同一具体催化已在本系统2026-08-05 13:33 UTC的港股公告汇总中处理,本条不重复生成交易卡。

主要风险

  • 本次为未经审计业绩预告,正式中报数字仍可能有差异。
  • 09995.HK和688331.SH在公告前的8月5日收盘已分别上涨2.55%和5.79%,叠加授权收入一次性较强,次日追高的性价比不佳。

反向证据

  • 做多前查反向 · 来源 kb_search · 日期 2026-01-12 · 影响 weakens
    内部KB命中多篇1月研报和观点,显示RC148授权AbbVie及6.5亿美元首付款早已公开并被上调业绩预测。
    检索:荣昌生物 AbbVie RC148 授权 首付款 收入 确认 2026 上半年 原文 ↗
  • 做多前查反向 · 来源 kb_search · 日期 2026-08-05 · 影响 weakens
    内部KB命中同日上交所公告和财联社转述,说明该具体催化已在本系统内出现过。
    检索:荣昌生物 2026 中报 预告 58.5亿 47亿 AbbVie RC148 原文 ↗
工具调用 · 历史记录,结果未知(3 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • kb_search · 结果未知

原文全文

展开原文 · 4,975 字
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement.

# RemeGen Co., Ltd.* 榮 昌 生 物 製 藥 ( 煙 台 ) 股 份 有 限 公 司

(A joint stock company incorporated in the People’s Republic of China with limited liability)

(Stock Code: 9995)

## INSIDE INFORMATION ESTIMATED 2026 INTERIM RESULTS

This announcement is made by RemeGen Co., Ltd.* 榮昌生物製藥(煙台)股份有限公司(the “Company”) pursuant to the disclosure obligations under Rule 13.09(2)(a) and Rule 13.10B of the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited (the “Listing Rules”) and the Inside Information Provisions (as defined under the Listing Rules) under Part XIVA of the Securities and Futures Ordinance (Chapter 571 of the Laws of Hong Kong).

The board (the “Board”) of directors (the “Directors”) of the Company wishes to inform the shareholders and potential investors of the Company that the financial data of the Company for the six months ended June 30, 2026 (the “2026 Interim Period”) contained in this announcement has been prepared in accordance with the China Accounting Standards for Business Enterprises and is only a preliminary estimate on the unaudited accounting data. There may be discrepancies between the data contained herein and the final data to be disclosed in the 2026 Interim Report of the Company. Shareholders and potential investors are advised to exercise caution when dealing in the shares of the Company.

#### I. ESTIMATED RESULTS FOR THE PERIOD

- (I) Period for Estimated Results January 1, 2026 – June 30, 2026
- (II) Estimated Results


- (1) According to the preliminary estimate made by the finance department of the Company, the operating revenue for the 2026 Interim Period is estimated to be approximately RMB5,850 million, representing an increase of approximately RMB4,752.05 million in revenue as compared with the same period of last year and a year-on-year increase of approximately 433%.


- (2) The Company estimates that the net profit attributable to owners of the parent company for the 2026 Interim Period will be approximately RMB4,700 million, representing a turnaround as compared with the same period of last year.
- (3) The Company estimates that the net profit attributable to owners of the parent company after deducting the non-recurring gains and losses for the 2026 Interim Period will be approximately RMB4,300 million, representing a turnaround as compared with the same period of last year.


#### (III) The financial figures relating to the estimated results for the 2026 Interim Periodhave not been pre-audited by certified public accountants.

- II. RESULTS FOR THE SAME PERIOD OF LAST YEAR The operating revenue for the same period of last year was RMB1,097.9534 million.

The net loss attributable to owners of the parent company for the same period of last year was RMB449.5687 million.

The net loss attributable to owners of the parent company after deducting the non-recurring gains and losses for the same period of last year was RMB445.5175 million.

- III. MAIN REASONS FOR THE CHANGE IN RESULTS FOR THE PERIOD

During the 2026 Interim Period, the sales revenue from the Company’s core products, telitacicept and disitamab vedotin, has continued to grow in the PRC; meanwhile, the Company has entered into an exclusive licensing agreement with an AbbVie controlled company (hereinafter referred to as “AbbVie”) regarding RC148, pursuant to which AbbVie will obtain the exclusive rights to develop, manufacture, and commercialize RC148 outside the Greater China region, leading to a significant increase in technology licensing revenue, and it is expected to record a profit for the first half of 2026.

- IV. RISK WARNING


As at the date of this announcement, there are no material uncertainties that will affect the accuracy of the estimated results for the 2026 Interim Period.

#### V. OTHER MATTERS

The figures as mentioned above are only based on preliminary estimates. Please refer to the 2026 Interim Report of the Company to be officially disclosed by the Company for accurate financial data. Shareholders and investors are advised to pay attention to the investment risks.

Yantai, The People’s Republic of China August 5, 2026

By order of the Board RemeGen Co., Ltd.* Mr. Wang Weidong

### Chairman and executive Director

As at the date of this announcement, the Board comprises Mr. Wang Weidong, Dr. Fang Jianmin, Mr. Wen Qingkai, Ms. Fang Michelle Yi and Mr. Wang Yuxiao as the executive Directors, Dr. Wang Liqiang as the non-executive Director, and Mr. Song Xiliang, Mr. Huang Guobin and Mr. Chen Yunjin as the independent non-executive Directors.

### * For identification purpose only

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