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- 复星医药：控股子公司药品FXS5626获临床试验批准Companies: Fosun International Limited格隆汇9月8日丨复星医药(600196.SH)公告称，公司控股子公司复星医药产业收到国家药品监督管理局批准，同意FXS5626片用于治疗非节段型白癜风开展II/III期适应性无缝设计临床试验。该药品为口服小分子JAK抑制剂，公司享有中国境内及港澳地区研究、开发、生产、注册及商业化的独占权利。截至公告日，该药品累计研发投入约1.08亿元，中国境内尚无同类TYK2/JAK1双靶点抑制剂获批上市。
- 复星医药宣布拟以不超过10亿港元回购H股，持续回馈股东Companies: Fosun International Limited（2026年9月6日，中国上海）—— 9月6日， 复星医药 宣布H股回购方案，计划以不超过10亿港元总金额回购H股股份，回购股份将注销或作为库存股持有。本次回购方案以实际行动回应市场关切，彰显公司管理层对公司内在价值的坚定信心，该方案已生效并将于即日起尽快推进实施。该计划亦为公司长期价值管理工具的延续运用，后续公司将结合市场情况动态评估、滚动实施，形成常态化股东回报机制。 2026年上半年，复星医药盈利质量持续向好，创新药品与海外收入占比稳步提升，核心经营指标在2025年基础上进一步夯实。 营业收入：204.42亿元，同比增长 4.75%； 扣非归母净利润：11.44亿元，同比增长 19.09%； 经营性现金流：24.24亿元，同比增长 13.59%。 本次回购资金主要来源于减持Gland Pharma约6.00%股份所得（交易总对价约2.94亿美元）。交易完成后，复星医药仍为Gland Pharma控股股东，持股约45.76%
- 復星醫藥宣佈擬以不超過10億港元回購H股 持續回饋股東Companies: Fosun International Limited9月6日，復星醫藥宣佈H股回購方案，計劃以不超過10億港元總金額回購H股股份，回購股份將註銷或作為庫存股持有。
- 復星醫藥宣佈擬以不超過10億港元回購H股 持續回饋股東Companies: Fosun International Limited上海, 2026年9月7日 - 9月6日，復星醫藥宣佈H股回購方案， 計劃以不超過10億港元總金額回購H股股份 ，回購股份將註銷或作為庫存股持有。本次回購方案以實際行動回應市場關切，彰顯公司管理層對公司內在價值的堅定信心，該方案已生效並將於即日起盡快推進實施。該計劃亦為公司長期價值管理工具的延續運用，後續公司將結合市場情況動態評估、滾動實施，形成常態化股東回報機制。 2026年上半年，復星醫藥盈利質量持續向好，創新藥品與海外收入佔比穩步提升，核心經營指標在2025年基礎上進一步夯實。 - 營業收入 ：204.42億元，同比增長 4.75%； - 扣非歸母淨利潤 ：11.44億元，同比增長 19.09%； - 經營性現金流 ：24.24億元，同比增長 13.59%。 本次回購資金主要來源於減持Gland Pharma約6.00%股份所得（交易總對價約2.94億美元）。交易完成後，復星醫藥仍為Gland Pharm
- 復星醫藥宣佈擬以不超過10億港元回購H股 持續回饋股東Companies: Fosun International Limited上海, 2026年9月7日 - 9月6日，復星醫藥宣佈H股回購方案，計劃以不超過10億港元總金額回購H股股份，回購股份將註銷或作為庫存股持有。本次回購方案以實際行動回應市場關切，彰顯公司管理層對公司內在價值的堅定信心，該方案已生效並將於即日起盡快推進實施。該計劃亦為公司長期價值管理工具的延續運用，後續公司將結合市場情況動態評估、滾動實施，形成常態化股東回報機制。 2026年上半年，復星醫藥盈利質量持續向好，創新藥品與海外收入佔比穩步提升，核心經營指標在2025年基礎上進一步夯實。 - 營業收入：204.42億元，同比增長 4.75%； - 扣非歸母淨利潤：11.44億元，同比增長 19.09%； - 經營性現金流：24.24億元，同比增長 13.59%。 本次回購資金主要來源於減持Gland Pharma約6.00%股份所得（交易總對價約2.94億美元）。交易完成後，復星醫藥仍為Gland Pharma控股股東，持股約45.76%，Gland Pharma仍納入復星醫藥合併報表子公司範圍；交易回籠資金將主要用於集團研發投入、股份回購、償還帶息債務等。作為第一大股東，復星醫藥對Gland的長期發展充滿信心，其將持續發揮海外價值驅動引擎作用。 展望未來，復星醫藥將繼續聚焦創新與全球化，加速重磅品種研發與產業化進程。本次回購旨在堅定傳遞價值信心，為股東創造持續回報。 關於復星醫藥 復星醫藥（股票代碼：600196.SH；02196.HK）成立於1994年，是一家創新驅動的全球化醫藥健康產業集團。我們以「讓每個家庭樂享健康」為使命，深耕製藥業務，以創新藥為發展重點，直接運營醫療器械與醫學診斷、醫療健康服務業務，並通過聯營公司國藥控股覆蓋醫藥商業領域，構建醫藥健康全產業鏈生態。 聚力創新，深耕全球。復星醫藥已形成開放式、全球化的創新研發體系，圍繞未滿足臨床需求，深度佈局腫瘤、免疫炎症、神經退行性疾病等核心治療領域，積極拓展慢病及罕見病等領域，打造具有長期競爭力的產品管線與綜合解決方案。同時，復星醫藥持續夯實抗體和ADC、小分子、細胞治療等核心技術平台，並積極拓展核藥、小核酸等前沿技術，強化早期創新能力，加速科研成果轉化。我們的創新產品已在全球90多個國家和地區銷售，覆蓋中國、美國、歐洲、非洲、印度及東南亞等市場。 面向未來，在「創新引領、深度國際化、全面擁抱AI」的戰略引領下，復星醫藥將秉持「關愛生命、不斷創新、精益求精、合作共贏」的核心價值觀，致力於成為全球領先的醫療創新整合者，努力推動醫療創新成果惠及更多全球患者，為守護人類健康貢獻力量。 瞭解本集團更多資訊，可登錄公司網站：www.fosunpharma.com。
- 最多10亿港元回购H股股份！复星医药，最新公告Companies: Fosun International Limited炒股就看 金麒麟分析师研报 ，权威，专业，及时，全面，助您挖掘潜力主题机会！ 复星医药 拟不超10亿港元回购H股股份，同时作价2.94亿美元出售控股子公司股权。 9月6日晚间，复星医药（600196）披露，基于对集团发展前景的信心及内在价值的认可，经董事会批准，公司拟自2026年8月27日起12个月内回购H股股份，拟回购资金总额不超过10亿港元。 公司将根据H股回购授权及市场情况等确定已回购H股用途，包括但不限于注销或作为库存股份持有。本次回购须视乎市况，且需符合相关上市规则、法律法规及公司章程规定，公司不保证回购的时间、数量或价格，提醒投资者谨慎交易。 复星医药同时公告，印度时间2026年9月4日，控股子公司复星医药新加坡公司通过大宗交易及集中竞价方式出售共计989.7万股Gland Pharma股份（约占截至2026年9月3日Gland Pharma股份总数的6%），交易总对价（扣除交易佣金及税费前）为279.96亿印度卢比
- 复星医药：拟出售Gland Pharma部分股权Companies: Fosun International Limited格隆汇9月6日｜复星医药公告称，控股子公司复星医药新加坡公司通过大宗交易及集中竞价方式出售989.70万股GlandPharma股份，占其总股本6.00%，交易总对价约2.94亿美元。
- 复星医药(600196.SH)控股子公司复星医药新加坡公司出售989.70万股Gland Pharma股份Companies: Fosun International Limited格隆汇9月6日丨复星医药(600196.SH)公告，印度时间2026年9月4日，控股子公司复星医药新加坡公司通过大宗交易及集中竞价方式出售共计989.70万股GlandPharma股份(约占截至2026年9月3日GlandPharma股份总数的6.00%)，交易总对价(扣除交易佣金及税费前)为279.96亿印度卢比(折合约2.94亿美元1),均价(扣除交易佣金及税费前)约为2,828.78印度卢比...
- 复星国际：旗下地中海度假集团拟在香港上市 2030年将实现全球85家度假村布局Companies: Fosun International Limited格隆汇8月28日｜复星国际公告称，旗下ClubMedLifestyleGroup（下称“地中海度假集团”）已向香港联交所提交上市申请，计划于主板挂牌独立上市。上市申请材料显示，地中海度假集团以ClubMed为核心品牌，运营高端一价全包度假村，并以轻资产模式拓展度假场景服务，包括超级度假区和超级文旅目的地，持续构建多元化的度假生活方式。其核心业务品牌ClubMed，目前在全球范围运营69个高端度假村...
- Fosun International Delivers 160.3% YoY Profit Growth in 1H2026Companies: Fosun International LimitedOn the evening of 27 August, Fosun International announced its 2026 interim results. During the Reporting Period, its total revenue reached RMB86.96 billion; profit attributable to owners of the parent reached RMB1.72 billion, representing a year-on-year increase of 160.3%; overseas revenue reached RMB49.16 billion, with its share of total revenue rising to 56.5%; total debt to total capital ratio decreased to 55.7%. These figures show that Fosun’s results fall in the upper-middle range of the Company’s profit alert (profit attributable to owners of the parent is expected to range from approximately RMB1.5 billion to RMB1.8 billion, representing a year-on-year increase of approximately 127% to 172%) issued on 29 July. This marks Fosun’s return to a growth trajectory following the completion of a systematic realignment of “repairing the roof on a sunny day”. Over the past few years, Fosun has taken a rather unconventional path. Since 2022, in response to the severe market disruption caused by the pandemic, the Company has advanced its business streamlining and core business-focused strategy, divesting assets and businesses and generating cumulative cash proceeds of approximately RMB75 billion. In March 2026, pursuant to the principle of prudence, Fosun made one-off, non-cash impairment provisions and value revaluations on certain real estate projects with impairment indicators and goodwill and intangible assets of certain non-core business segments. The move drew considerable market attention at the time. At the Company’s 2025 annual results presentation at the end of March, Guo Guangchang, Chairman of Fosun International, explained, “This is about ‘repairing the roof on a sunny day’, allowing Fosun to focus its resources and efforts more effectively on core, high-growth areas.” The market has now responded to Fosun’s “repairing the roof on a sunny day” initiative. From the announcement of profit alert in early March to 25 August, before its interim results announcement, Fosun’s share price rose sharply from HKD3.6 to HKD5.41, representing an increase of more than 50%. The market has gradually recognized and priced in the Group’s “risk clearance” efforts. More importantly, the earnings growth driven by the Group’s businesses has begun to materialize. At the 2026 interim results presentation held in Hong Kong on 28 August, Guo Guangchang said: “The strong results recovery we delivered in the first half of the year reflects the outcome of the strategic adjustments we have made over the past few years. Our ‘repairing the roof on a sunny day’ strategy has paid off, allowing us to put historical burdens behind us. These results mark the beginning of Fosun’s continued progress along a trajectory of steady growth.” Solid Core Businesses, with Pharmaceuticals and Insurance Posting Strong Results First, let us look at Fosun’s core businesses. In the first half of 2026, its four core businesses — Fosun Pharma, Yuyuan, Fosun Insurance Portugal (Fidelidade), and the Tourism segment — generated a total revenue of RMB63.88 billion, accounting for 73.5% of the Group’s total revenue, further demonstrating the results of its core business-focused strategy. Among them, the pharmaceutical and insurance segments delivered particularly strong performance. In the first half of the year, Fosun Pharma achieved operating revenue of RMB20.377 billion. Revenue from innovative drugs recorded a year-on-year increase of 13.84%, with their contribution to pharmaceutical business revenue rising to 33.35%, establishing innovative drugs as a key growth driver. Its innovative biopharmaceutical platform, Henlius, reported revenue of RMB3.5882 billion, representing a year-on-year increase of 27.3%, while net profit amounted to RMB430.4 million, up 10.3% year-on-year, sustaining growth momentum in revenue and profit. Commercialization of innovative drugs continued to gain traction. During the Reporting Period, Fosun Pharma had a total of 20 indications of 7 innovative drugs approved for launch both domestically and overseas. With their revenue share on a steady rise, innovative drugs have become the main growth engine driving the pharmaceutical business forward. The insurance segment delivered a stellar performance, with Fosun’s domestic and overseas insurance companies all posting broad-based improvements. Fidelidade’s overall market share in Portugal reached 30.1%, and its international business accounted for 26.7% of its consolidated total business. In the first half of the year, Fidelidade recorded net profit attributable to owners of the parent of EUR165 million, up 23.8% year-on-year, maintaining steady growth. In Chinese mainland, Pramerica Fosun Life Insurance recorded gross written premiums of RMB8.38 billion in the first half of 2026, up 52.2% year-on-year. Net profit reached RMB780 million, representing a year-on-year increase of 270% and exceeding its net profit for the full year of 2025. Fosun United Health Insurance reported a 36.2% year-on-year increase in revenue and net profit of RMB572 million. Peak Reinsurance’s reinsurance revenue and gross written premiums increased by 25% and 11.8% year-on- year, respectively, while net profit after tax reached USD89.70 million. In April 2026, Moody’s upgraded Peak Re’s rating from Baa1 to A3, with a “stable” outlook. Guo Guangchang said at the results presentation: “Integrating our insurance business with industries in which we have established competitive advantages has been a strategic priority for Fosun for over three decades — a critical linkage we have long sought to unlock. I believe we have now achieved it. This integration will significantly strengthen our industrial operational capabilities and future profitability, providing sustained momentum for Fosun’s development.” “Successfully navigating another cycle” is how the market has described Fosun’s latest round of adjustments. A closer look reveals how Fosun has successfully navigated the cycle. On the one hand, the Group has continued to streamline its business to generate cash proceeds. In the first half of the year, the Group generated proceeds equivalent to more than RMB12.0 billion from the divestment of non-strategic and non-core assets. Its total debt to total capital ratio was reduced to 55.7%, while its cash, bank balances and term deposits amounted to RMB61.214 billion. On the other hand, the innovation and globalization strategy that the Group has been pursuing for years has entered a value-realization phase, serving as the core engine driving profit recovery. Integrated Innovation Strategy Bears Fruit Since innovative drugs took off in the domestic market in 2025, Fosun has repeatedly broken into the spotlight, with multiple innovative drug business development (BD) drawing significant market attention. In fact, as the saying goes, “One minute on stage takes ten years of hard work off stage”. This series of innovation achievements is the result of Fosun’s forward-looking innovation strategy established nearly two decades ago. Notably, for more than a decade, Fosun has built a globally integrated innovation system across its core business areas, combining “independent R&D + investment incubation + ecosystem collaboration”, and has consistently made substantial investments in technology innovation. In the first half of this year alone, investment in technology innovation reached RMB4.2 billion, representing a year-on-year increase of 16.7%. In the first half of this year, Fosun saw a series of innovations come to fruition. HANSIZHUANG, independently developed by Henlius, received approval from the National Medical Products Administration (NMPA) for its perioperative indication in gastric cancer, pioneering a postoperative “chemo-sparing” regimen and making it the world’s first and only anti-PD-1 monoclonal antibody approved for this indication. Its core pipeline asset, HLX43, as a potential best-in-class (BIC) broad-spectrum anti-tumor PD-L1 ADC, has demonstrated preliminary clinical efficacy characterized by high efficacy and low toxicity across multiple solid tumors, including non-small cell lung cancer (NSCLC), with over 1,500 patients enrolled globally. To date, Henlius has 10 products approved in over 60 countries and regions, and has benefited over 1.1 million patients. In addition, FUMAINING (luvoxmetinib tablets), independently developed by Fosun Pharma, was approved for the treatment of paediatric and adolescent patients with relapsed or refractory Langerhans cell histiocytosis (LCH), continuing to fill the gap in the treatment of rare diseases. In terms of neurodegenerative diseases, Fosun Pharma expanded its global collaboration with AriBio on AR1001, extending its rights to develop and commercialize the product to key markets including the U.S., Europe and Japan. Meanwhile, post-marketing confirmatory clinical trials for sodium oligomannate capsules have progressed steadily, with more than 1,000 patients enrolled as of 31 July 2026. In addition, HT001, an oral NLRP3 inhibitor for the treatment of Parkinson’s disease in-licensed by Hengtai Bio, an investee and incubated company of Fosun Pharma, commenced its Phase I clinical trial in Australia. Fosun’s innovation achievements demonstrate the forward-looking nature of its innovation strategy and its ability to identify the right opportunities in R&D. As Guo Guangchang remarked at the results presentation, through years of effort, Fosun has built globally integrated innovation capabilities rooted in China. This distinctive strength of Fosun is expected to create greater value for all in the years ahead. “Fosun has never pursued innovation behind closed doors. Instead, we leverage our resource-integration capabilities and a global perspective to drive smart innovation, bringing together the best technologies, teams and supply chains from around the world to solve real problems. This is how we unlock vast market potential,” said Guo Guangchang. Unlocking Value through Global Operations Globalization has been another forward-looking strategic move for Fosun. Since its listing in Hong Kong in 2007, when many Chinese companies were still focused primarily on their domestic markets, Fosun had already begun expanding overseas ahead of its peers. Nearly two decades later, as a growing number of Chinese companies embrace the view that they must go global or risk being left behind, and seek to capture overseas markets by taking their products overseas, Fosun has already established a profound business presence in more than 40 countries and regions. With local teams operating overseas, it has successfully operated a number of companies within the Fosun ecosystem. “Global operations” have become a defining feature of Fosun’s globalization strategy and a core engine underpinning the development of its businesses. Guo Guangchang said at the interim results presentation that Fosun continues to strengthen its global operational capabilities. On the one hand, it is helping Chinese products and services enter overseas markets. On the other hand, it is introducing high-quality products and services from around the world into China. Drawing on the global resource-mobilization capabilities it has built over the years, Fosun is able to identify high-quality projects and technologies worldwide and rapidly mobilize the resources needed to advance them. In the first half of 2026, Fosun’s overseas revenue reached RMB49.16 billion, accounting for 56.5% of total revenue, up 3 percentage points as compared to the same period of 2025 and marking a record high in the proportion of overseas revenue. In the field of pharmaceuticals and healthcare, Fosun made substantial progress in the global expansion of innovative drugs and commercial business development. Henlius’ HANSIZHUANG was approved for three new indications in the European Union (EU), while HLX11 (pertuzumab injection) was approved in the EU and HLX14 (denosumab injection) was approved in Canada. At the beginning of 2026, Fosun Pharma entered into a strategic partnership with Eisai for HANSIZHUANG, with an aggregate potential consideration exceeding USD300 million, underscoring how the global value of Chinese innovative drugs is being repriced by international markets. In the first half of the year, Yuyuan generated revenue of RMB532 million in Hong Kong SAR and Macau SAR in the first half of 2026, representing a year-on-year increase of 285.83%, while revenue from the Japanese market reached RMB306 million, representing a year-on-year increase of 6.09%. Laomiao has 15 stores in Hong Kong SAR, Macau SAR, overseas markets and duty-free channels. Club Med has also continued to expand its global footprint, with Club Med Urban Oasis Hangzhou Longwu already open and Club Med South Africa Beach & Safari now in soft opening. Leveraging Fosun’s global ecosystem, Fidelidade in the insurance segment has expanded its business from Portugal to Portuguese-speaking countries and markets across Europe, Latin America, and Africa. Its international business now accounts for 26.7% of its consolidated total business, with continued growth in Portuguese-speaking countries. Meanwhile, Peak Reinsurance has maintained steady growth thanks to its global business footprint. The guiding principle behind Fosun’s globalization strategy is “Combining Global Resources with China’s Capabilities”, deeply integrating China’s manufacturing capabilities, service capabilities, and innovation dividends, with global markets. Starting with leveraging China’s growth momentum to establish its business presence, and progressing to a two-way engagement of “mutual empowerment between China and the world”, Fosun has now entered the 3.0 phase of “global organization + local operations”. In this phase, Fosun “truly operates with a global perspective”, having developed the ability to foster cross-regional, cross-cultural, and cross-organizational synergies within its business ecosystem and support the continued growth of its overseas revenue. At the interim results presentation held on 28 August, Guo Guangchang said: “Fosun’s future development goal is to ‘spur the horse to full speed’. We have already positioned ourselves on a trajectory of steady growth. Going forward, we will continue to advance innovation-driven and global development in industries where we have established competitive advantages, building on our momentum and accelerating further.”
- Fosun International Delivers 160.3% YoY Profit Growth in 1H2026Companies: Fosun International LimitedOn the evening of 27 August, Fosun International announced its 2026 interim results. During the Reporting Period, its total revenue reached RMB86.96 billion; profit attributable to owners of the parent reached RMB1.72 billion, representing a year-on-year increase of 160.3%; overseas revenue reached RMB49.16 billion, with its share of total revenue rising to 56.5%; total debt to total capital ratio decreased to 55.7%. These figures show that Fosun’s results fall in the upper-middle range of the Company’s profit alert (profit attributable to owners of the parent is expected to range from approximately RMB1.5 billion to RMB1.8 billion, representing a year-on-year increase of approximately 127% to 172%) issued on 29 July. This marks Fosun’s return to a growth trajectory following the completion of a systematic realignment of “repairing the roof on a sunny day”. Over the past few years, Fosun has taken a rather unconventional path. Since 2022, in response to the severe market disruption caused by the pandemic, the Company has advanced its business streamlining and core business-focused strategy, divesting assets and businesses and generating cumulative cash proceeds of approximately RMB75 billion. In March 2026, pursuant to the principle of prudence, Fosun made one-off, non-cash impairment provisions and value revaluations on certain real estate projects with impairment indicators and goodwill and intangible assets of certain non-core business segments. The move drew considerable market attention at the time. At the Company’s 2025 annual results presentation at the end of March, Guo Guangchang, Chairman of Fosun International, explained, “This is about ‘repairing the roof on a sunny day’, allowing Fosun to focus its resources and efforts more effectively on core, high-growth areas.” The market has now responded to Fosun’s “repairing the roof on a sunny day” initiative. From the announcement of profit alert in early March to 25 August, before its interim results announcement, Fosun’s share price rose sharply from HKD3.6 to HKD5.41, representing an increase of more than 50%. The market has gradually recognized and priced in the Group’s “risk clearance” efforts. More importantly, the earnings growth driven by the Group’s businesses has begun to materialize. At the 2026 interim results presentation held in Hong Kong on 28 August, Guo Guangchang said: “The strong results recovery we delivered in the first half of the year reflects the outcome of the strategic adjustments we have made over the past few years. Our ‘repairing the roof on a sunny day’ strategy has paid off, allowing us to put historical burdens behind us. These results mark the beginning of Fosun’s continued progress along a trajectory of steady growth.” Solid Core Businesses, with Pharmaceuticals and Insurance Posting Strong Results First, let us look at Fosun’s core businesses. In the first half of 2026, its four core businesses — Fosun Pharma, Yuyuan, Fosun Insurance Portugal (Fidelidade), and the Tourism segment — generated a total revenue of RMB63.88 billion, accounting for 73.5% of the Group’s total revenue, further demonstrating the results of its core business-focused strategy. Among them, the pharmaceutical and insurance segments delivered particularly strong performance. In the first half of the year, Fosun Pharma achieved operating revenue of RMB20.377 billion. Revenue from innovative drugs recorded a year-on-year increase of 13.84%, with their contribution to pharmaceutical business revenue rising to 33.35%, establishing innovative drugs as a key growth driver. Its innovative biopharmaceutical platform, Henlius, reported revenue of RMB3.5882 billion, representing a year-on-year increase of 27.3%, while net profit amounted to RMB430.4 million, up 10.3% year-on-year, sustaining growth momentum in revenue and profit. Commercialization of innovative drugs continued to gain traction. During the Reporting Period, Fosun Pharma had a total of 20 indications of 7 innovative drugs approved for launch both domestically and overseas. With their revenue share on a steady rise, innovative drugs have become the main growth engine driving the pharmaceutical business forward. The insurance segment delivered a stellar performance, with Fosun’s domestic and overseas insurance companies all posting broad-based improvements. Fidelidade’s overall market share in Portugal reached 30.1%, and its international business accounted for 26.7% of its consolidated total business. In the first half of the year, Fidelidade recorded net profit attributable to owners of the parent of EUR165 million, up 23.8% year-on-year, maintaining steady growth. In Chinese mainland, Pramerica Fosun Life Insurance recorded gross written premiums of RMB8.38 billion in the first half of 2026, up 52.2% year-on-year. Net profit reached RMB780 million, representing a year-on-year increase of 270% and exceeding its net profit for the full year of 2025. Fosun United Health Insurance reported a 36.2% year-on-year increase in revenue and net profit of RMB572 million. Peak Reinsurance’s reinsurance revenue and gross written premiums increased by 25% and 11.8% year-on- year, respectively, while net profit after tax reached USD89.70 million. In April 2026, Moody’s upgraded Peak Re’s rating from Baa1 to A3, with a “stable” outlook. Guo Guangchang said at the results presentation: “Integrating our insurance business with industries in which we have established competitive advantages has been a strategic priority for Fosun for over three decades — a critical linkage we have long sought to unlock. I believe we have now achieved it. This integration will significantly strengthen our industrial operational capabilities and future profitability, providing sustained momentum for Fosun’s development.” “Successfully navigating another cycle” is how the market has described Fosun’s latest round of adjustments. A closer look reveals how Fosun has successfully navigated the cycle. On the one hand, the Group has continued to streamline its business to generate cash proceeds. In the first half of the year, the Group generated proceeds equivalent to more than RMB12.0 billion from the divestment of non-strategic and non-core assets. Its total debt to total capital ratio was reduced to 55.7%, while its cash, bank balances and term deposits amounted to RMB61.214 billion. On the other hand, the innovation and globalization strategy that the Group has been pursuing for years has entered a value-realization phase, serving as the core engine driving profit recovery. Integrated Innovation Strategy Bears Fruit Since innovative drugs took off in the domestic market in 2025, Fosun has repeatedly broken into the spotlight, with multiple innovative drug business development (BD) drawing significant market attention. In fact, as the saying goes, “One minute on stage takes ten years of hard work off stage”. This series of innovation achievements is the result of Fosun’s forward-looking innovation strategy established nearly two decades ago. Notably, for more than a decade, Fosun has built a globally integrated innovation system across its core business areas, combining “independent R&D + investment incubation + ecosystem collaboration”, and has consistently made substantial investments in technology innovation. In the first half of this year alone, investment in technology innovation reached RMB4.2 billion, representing a year-on-year increase of 16.7%. In the first half of this year, Fosun saw a series of innovations come to fruition. HANSIZHUANG, independently developed by Henlius, received approval from the National Medical Products Administration (NMPA) for its perioperative indication in gastric cancer, pioneering a postoperative “chemo-sparing” regimen and making it the world’s first and only anti-PD-1 monoclonal antibody approved for this indication. Its core pipeline asset, HLX43, as a potential best-in-class (BIC) broad-spectrum anti-tumor PD-L1 ADC, has demonstrated preliminary clinical efficacy characterized by high efficacy and low toxicity across multiple solid tumors, including non-small cell lung cancer (NSCLC), with over 1,500 patients enrolled globally. To date, Henlius has 10 products approved in over 60 countries and regions, and has benefited over 1.1 million patients. In addition, FUMAINING (luvoxmetinib tablets), independently developed by Fosun Pharma, was approved for the treatment of paediatric and adolescent patients with relapsed or refractory Langerhans cell histiocytosis (LCH), continuing to fill the gap in the treatment of rare diseases. In terms of neurodegenerative diseases, Fosun Pharma expanded its global collaboration with AriBio on AR1001, extending its rights to develop and commercialize the product to key markets including the U.S., Europe and Japan. Meanwhile, post-marketing confirmatory clinical trials for sodium oligomannate capsules have progressed steadily, with more than 1,000 patients enrolled as of 31 July 2026. In addition, HT001, an oral NLRP3 inhibitor for the treatment of Parkinson’s disease in-licensed by Hengtai Bio, an investee and incubated company of Fosun Pharma, commenced its Phase I clinical trial in Australia. Fosun’s innovation achievements demonstrate the forward-looking nature of its innovation strategy and its ability to identify the right opportunities in R&D. As Guo Guangchang remarked at the results presentation, through years of effort, Fosun has built globally integrated innovation capabilities rooted in China. This distinctive strength of Fosun is expected to create greater value for all in the years ahead. “Fosun has never pursued innovation behind closed doors. Instead, we leverage our resource-integration capabilities and a global perspective to drive smart innovation, bringing together the best technologies, teams and supply chains from around the world to solve real problems. This is how we unlock vast market potential,” said Guo Guangchang. Unlocking Value through Global Operations Globalization has been another forward-looking strategic move for Fosun. Since its listing in Hong Kong in 2007, when many Chinese companies were still focused primarily on their domestic markets, Fosun had already begun expanding overseas ahead of its peers. Nearly two decades later, as a growing number of Chinese companies embrace the view that they must go global or risk being left behind, and seek to capture overseas markets by taking their products overseas, Fosun has already established a profound business presence in more than 40 countries and regions. With local teams operating overseas, it has successfully operated a number of companies within the Fosun ecosystem. “Global operations” have become a defining feature of Fosun’s globalization strategy and a core engine underpinning the development of its businesses. Guo Guangchang said at the interim results presentation that Fosun continues to strengthen its global operational capabilities. On the one hand, it is helping Chinese products and services enter overseas markets. On the other hand, it is introducing high-quality products and services from around the world into China. Drawing on the global resource-mobilization capabilities it has built over the years, Fosun is able to identify high-quality projects and technologies worldwide and rapidly mobilize the resources needed to advance them. In the first half of 2026, Fosun’s overseas revenue reached RMB49.16 billion, accounting for 56.5% of total revenue, up 3 percentage points as compared to the same period of 2025 and marking a record high in the proportion of overseas revenue. In the field of pharmaceuticals and healthcare, Fosun made substantial progress in the global expansion of innovative drugs and commercial business development. Henlius’ HANSIZHUANG was approved for three new indications in the European Union (EU), while HLX11 (pertuzumab injection) was approved in the EU and HLX14 (denosumab injection) was approved in Canada. At the beginning of 2026, Fosun Pharma entered into a strategic partnership with Eisai for HANSIZHUANG, with an aggregate potential consideration exceeding USD300 million, underscoring how the global value of Chinese innovative drugs is being repriced by international markets. In the first half of the year, Yuyuan generated revenue of RMB532 million in Hong Kong SAR and Macau SAR in the first half of 2026, representing a year-on-year increase of 285.83%, while revenue from the Japanese market reached RMB306 million, representing a year-on-year increase of 6.09%. Laomiao has 15 stores in Hong Kong SAR, Macau SAR, overseas markets and duty-free channels. Club Med has also continued to expand its global footprint, with Club Med Urban Oasis Hangzhou Longwu already open and Club Med South Africa Beach & Safari now in soft opening. Leveraging Fosun’s global ecosystem, Fidelidade in the insurance segment has expanded its business from Portugal to Portuguese-speaking countries and markets across Europe, Latin America, and Africa. Its international business now accounts for 26.7% of its consolidated total business, with continued growth in Portuguese-speaking countries. Meanwhile, Peak Reinsurance has maintained steady growth thanks to its global business footprint. The guiding principle behind Fosun’s globalization strategy is “Combining Global Resources with China’s Capabilities”, deeply integrating China’s manufacturing capabilities, service capabilities, and innovation dividends, with global markets. Starting with leveraging China’s growth momentum to establish its business presence, and progressing to a two-way engagement of “mutual empowerment between China and the world”, Fosun has now entered the 3.0 phase of “global organization + local operations”. In this phase, Fosun “truly operates with a global perspective”, having developed the ability to foster cross-regional, cross-cultural, and cross-organizational synergies within its business ecosystem and support the continued growth of its overseas revenue. At the interim results presentation held on 28 August, Guo Guangchang said: “Fosun’s future development goal is to ‘spur the horse to full speed’. We have already positioned ourselves on a trajectory of steady growth. Going forward, we will continue to advance innovation-driven and global development in industries where we have established competitive advantages, building on our momentum and accelerating further.”
- 復星2026中期利潤同比增長160.3%Companies: Fosun International Limited香港, 2026年8月28日 - 8月27日晚，復星國際公佈2026年中期業績：報告期內總收入達人民幣869.6億元，歸屬於母公司股東的利潤達人民幣17.2億元，同比增長160.3%；海外收入達人民幣491.6億元，佔總收入比重升至56.5%；總債務佔總資本比率降至55.7%。 從數據來看，這一業績落在7月29日公司盈喜預告（歸母淨利潤人民幣15億元至18億元，同比增長約127%至172%）區間的中上部。標誌著復星完成「晴天修屋頂」的系統性調整後，盈利已重回增長軌道。 過去幾年，復星走過了一條頗不尋常的路。2022年以來，面對疫情造成的巨大市場衝擊，公司推進「瘦身健體、聚焦主業」，累計退出資產和業務回籠資金約人民幣750億元；2026年3月，依據審慎性原則對部分地產項目及非核心業務板塊的商譽、無形資產進行一次性非現金減值計提和價值重估。當時此舉引發市場關注，復星國際董事長郭廣昌在3月底的2025年度業績發佈會上詳細解釋：「這次是『晴天修屋頂』，復星可以更好地集中資源、精力，投向高增長核心賽道。」 今天，對於復星的「晴天修屋頂」，市場給出了答案——自3月初預告發佈至8月25日中期業績發佈前，復星國際股價明顯反彈，自3.6港元漲到5.41港元，漲幅超過50%，「風險出清」逐步被認可和消化。 更重要的是，業務帶來的盈利增長也開始兌現。在8月28日香港舉行的2026年中期業績發佈會上，郭廣昌表示：「上半年業績大幅修復，是復星這幾年戰略調整結果的體現。我們提出的『晴天修屋頂』得到了兌現，放下了歷史包袱。這次業績是復星在穩健增長的軌道上持續前行的一個開始。」 業務基本盤扎實，醫藥與保險表現亮眼 先看業務基本盤。2026年上半年，復星醫藥、豫園股份、復星葡萄牙保險及旅遊文化板塊四大核心產業合計收入達人民幣638.8億元，佔集團總收入的73.5%，「聚焦主業」的成果進一步顯現。 其中，醫藥與保險兩大業務板塊的表現尤為亮眼。 復星醫藥上半年實現營業收入人民幣204.42億元，歸母扣非淨利潤人民幣11.44億元，同比增長19.09%，在複雜的行業環境下實現盈利質量躍升。旗下生物醫藥創新平台復宏漢霖實現營收人民幣35.882億元，同比增長27.3%；淨利潤人民幣4.304億元，同比增長10.3%，延續營收、利潤雙增長勢頭。創新藥商業化持續兌現，報告期內復星醫藥的7個創新藥品共20項適應症於境內外獲批上市，創新藥品收入佔比持續提升，已成為製藥業務增長的主引擎。 保險板塊這次表現亮眼，復星旗下境內外保險公司全線向好。復星葡萄牙保險在葡萄牙市場整體份額達30.1%，國際業務佔合併總業務規模的26.7%；上半年實現歸母淨利潤1.65億歐元，同比增長23.8%，持續保持穩健增長。 境內，復星保德信人壽上半年規模保費達人民幣83.8億元，同比增長52.2%；淨利潤人民幣7.8億元，同比增長270%，半年淨利潤已超過2025年全年水平。復星聯合健康保險收入同比增長36.2%，實現淨利潤人民幣5.72億元。鼎睿再保險再保險收入、毛保費同比分別增長25%及11.8%，錄得稅後淨利潤8,970萬美元，穆迪於2026年4月將其評級由Baa1上調至A3，評級展望「穩定」。 郭廣昌在業績會上認為，「優勢的保險和優勢的產業相結合，是復星三十多年一直想打通的『任督二脈』。我覺得現在我們已經打通了，打通之後會極大地提升復星的產業能力和未來的盈利能力，會源源不斷地給復星帶來發展動力。」 「再次成功穿越週期」，是市場對復星這輪調整的評價。深入分析可以發現，復星穿越週期的路徑清晰可見—— 一方面是「瘦身健體」，持續回籠資金；上半年集團完成非戰略非核心資產退出回流超人民幣120億元等值，總債務佔總資本比率降至55.7%，現金及銀行結餘及定期存款達人民幣612.14億元；另一方面，持續多年推進的創新與全球化戰略進入價值兌現期，成為盈利修復的核心引擎。 整合式創新戰略「開花結果」 自2025年創新藥在國內市場火爆以來，復星屢屢「出圈」，多個創新藥BD受到市場高度關注。實際上，「台上一分鐘，台下十年功」，一系列的創新成果，是復星近二十年前，以前瞻眼光佈局創新戰略的結果。 特別是近十多年來，復星沿著核心業務軌道，構建起「自主研發+投資孵化+生態合作」三位一體的整合式全球創新體系，持續保持高強度的科創投入，僅今年上半年，科創投入便達到人民幣42億元，同比上升16.7%。 今年上半年，復星的創新成果也密集落地。復宏漢霖自主研發的H藥漢斯狀胃癌圍術期適應症獲國家藥監局批准，開啟術後「去化療」新范式，成為全球首個且唯一獲批該適應症的抗PD-1單抗；核心管線資產HLX43作為潛在同類最優的廣譜抗腫瘤PD-L1 ADC，已在非小細胞肺癌等多個實體瘤中展現出「高效、低毒」的初步臨床療效，累計全球入組患者超1,500例。截至目前，復宏漢霖已有10款產品於全球60多個國家及地區獲批上市，惠及逾110萬患者。 此外，復星醫藥自主研發的復邁寧（蘆沃美替尼片）獲批用於治療復發或難治性朗格漢斯細胞組織細胞增生症兒童及青少年患者，持續攻克罕見病治療空白；在神經退行性疾病領域，復星醫藥與AriBio深化AR1001全球合作，將開發及商業化權益拓展至美國、歐洲、日本等關鍵市場；甘露特鈉膠囊上市後確證性臨床試驗穩步推進，截至今年7月31日已累計入組超1,000例；參股孵化企業衡泰生物引進的HT001口服NLRP3抑制劑用於帕金森病，已在澳大利亞啟動I期臨床試驗。 復星的創新成果，凸顯了其創新佈局的前瞻性和對研發賽道的準確把握。正如郭廣昌在業績會上所言，復星通過這些年的努力，打造了一個植根中國、全球範圍內的整合式創新能力。這是復星獨特的能力，相信在未來給大家創造更多的價值。 「復星做創新，從來都不是自己關起門來埋頭做，而是要發揮復星的整合能力，用全球的眼光去做聰明的創新——把全球最好的技術、最好的團隊、最好的供應鏈整合起來，去做真正解決問題的創新，這樣才有廣闊的市場前景。」郭廣昌說。 全球運營推動價值兌現 全球化佈局是復星的又一步先手棋，始自2007年香港上市，當多數中國企業還在深耕本土市場時，復星已經先人一步走向海外。 近二十年後，當大批中國企業高喊「不出海、便出局」，推動「產品出海」佔領海外市場時，復星已在全球超過40個國家和地區完成了深度產業佈局，以海外本地化團隊成功運營多家復星生態企業。「全球運營」成為復星全球化的鮮明標簽，也是支撐復星業務發展的核心發動機。 郭廣昌在中期業績會上表示，復星持續打造全球化的運營能力，一方面是推動中國的產品和服務走進去，另一方面是把好的產品和服務引進來。通過復星積累下來的全球資源的調度能力，在全球找到最優質的項目和技術，然後快速調動起來。 數字顯示，2026年上半年復星海外收入達人民幣491.6億元，佔總收入比重由2025年同期的53.5%進一步提升3個百分點至56.5%，海外收入佔比再創新高。 醫藥健康領域，復星的創新藥出海與商業BD成果豐碩。H藥漢斯狀在歐盟獲批三項新增適應症，HLX11（帕妥珠單抗注射液）在歐盟獲批上市，HLX14（地舒單抗注射液）在加拿大獲批上市；2026年開年，復星醫藥與衛材株式會社就H藥漢斯狀達成合作，潛在總金額超3億美元——中國創新藥的全球價值，正被國際市場重新定價。 今年上半年，豫園股份在中國港澳地區營業收入達人民幣5.32億元，同比增長285.83%，日本市場營業收入達3.06億元，同比增長6.09%，老廟港澳、海外及免稅渠道門店已達15家；Club Med也持續推進全球佈局，地中海白日方舟·杭州龍塢度假村和南非的海濱與Safari度假村已開村和試營業。 保險板塊的復星葡萄牙保險依託復星全球化生態，業務已從葡萄牙本土延伸至葡語區國家及歐洲、拉美、非洲等市場，國際業務佔合併總業務規模的26.7%，在葡語區國家的國際化業務持續增長；鼎睿再保險也憑藉全球化業務佈局，保持穩健增長。 復星全球化的底層邏輯，是「中國能力對接全球資源」——中國的製造能力、服務能力和創新紅利與全球市場的深度結合。從最初借助中國動力完成產業佈局，到「中國與世界相互賦能」的雙向奔赴，今天復星已經進入「全球組織+本地運營」的 3.0 階段。這一階段的復星是「站在全球看全球」，形成了跨區域、跨文化、跨組織的生態協同能力，推動復星海外收入持續增長。 在8月28日中期業績會上，郭廣昌表示：「復星未來的發展目標就是要『好馬加鞭』，我們已經聚焦到了復星穩健增長的軌道上，接下來就是圍繞優勢產業，繼續推進創新驅動和全球化發展，持續加速，越跑越快。」