{
  "schema_version": "5.0",
  "artifact_kind": "company_profile",
  "language": "zh-CN",
  "generated_on": "2026-11-03",
  "research_as_of": "2026-11-03",
  "input_context": {
    "name_zh": "复宏汉霖",
    "name_en": "Henlius",
    "industry_level1": "医药健康",
    "industry_level2": "",
    "official_website": "www.henlius.com",
    "company_type": "品牌方",
    "logo_url": "https://img.logo.dev/www.henlius.com?token=pk_C1w9wXUfQkaYSJRJ-OQSCQ&size=256&format=webp&fallback=404"
  },
  "entity": {
    "name_zh": "复宏汉霖",
    "scope": "上海复宏汉霖生物技术股份有限公司及其合并报表范围内子公司",
    "source_ids": [
      "S01"
    ]
  },
  "basic_info": [
    {
      "key": "legal_name",
      "label": "法定主体或所属主体",
      "value": "上海复宏汉霖生物技术股份有限公司",
      "source_ids": [
        "S01"
      ]
    },
    {
      "key": "founded",
      "label": "成立时间",
      "value": "2010年",
      "source_ids": [
        "S03",
        "S05"
      ]
    },
    {
      "key": "headquarters",
      "label": "总部",
      "value": "中国上海",
      "source_ids": [
        "S03",
        "S05"
      ]
    },
    {
      "key": "listing",
      "label": "上市情况",
      "value": "香港联合交易所主板，02696",
      "source_ids": [
        "S01"
      ]
    },
    {
      "key": "employees",
      "label": "员工人数",
      "value": 3762,
      "unit": "人",
      "as_of": "2025-12-31",
      "scope": "公司披露合并员工口径",
      "source_ids": [
        "S01"
      ],
      "display": "3,762人"
    },
    {
      "key": "revenue",
      "label": "营业收入",
      "value": 6666627000,
      "unit": "人民币元",
      "period": {
        "start": "2025-01-01",
        "end": "2025-12-31",
        "basis": "calendar_year"
      },
      "scope": "合并报表总收入",
      "source_ids": [
        "S01"
      ],
      "display": "66.67亿元人民币"
    },
    {
      "key": "current_year_revenue",
      "label": "今年营业收入",
      "value": 3588228000,
      "unit": "人民币元",
      "period": {
        "start": "2026-01-01",
        "end": "2026-06-30",
        "basis": "calendar_year"
      },
      "scope": "合并报表累计收入；未经审计",
      "statement_date": "2026-09-24",
      "source_ids": [
        "S02"
      ],
      "display": "35.88亿元人民币"
    },
    {
      "key": "international_revenue",
      "label": "国际业务收入",
      "value": 884858000,
      "unit": "人民币元",
      "period": {
        "start": "2025-01-01",
        "end": "2025-12-31",
        "basis": "calendar_year"
      },
      "scope": "客户所在地为中国大陆以外；含产品、许可、研发",
      "source_ids": [
        "S01"
      ],
      "display": "8.85亿元人民币"
    },
    {
      "key": "international_revenue_share",
      "label": "国际收入占比",
      "value": 13.27,
      "unit": "%",
      "period": {
        "start": "2025-01-01",
        "end": "2025-12-31",
        "basis": "calendar_year"
      },
      "scope": "上述境外收入÷同年合并总收入，计算值",
      "source_ids": [
        "S01"
      ],
      "display": "13.27%"
    },
    {
      "key": "sales_coverage",
      "label": "销售覆盖国家及地区",
      "value": [
        "印度",
        "沙特阿拉伯",
        "英国",
        "奥地利",
        "丹麦",
        "德国",
        "法国",
        "爱尔兰",
        "意大利",
        "西班牙",
        "瑞典",
        "美国"
      ],
      "scope": "逐国核实的已上市销售、公共支付准入或商业发运市场；部分清单",
      "display_countries": [
        "美国",
        "英国",
        "德国",
        "印度",
        "沙特阿拉伯"
      ],
      "source_ids": [
        "S01",
        "S06",
        "S07",
        "S11",
        "S12"
      ],
      "display": "已核实12个境外市场"
    }
  ],
  "overview": {
    "paragraphs": [
      {
        "text": "复宏汉霖是一家总部位于上海的创新生物制药企业，本报告采用香港上市公司及合并子公司口径，覆盖研发、临床、注册、生产和商业化。其经营基础包括已上市的单抗生物类似药与创新药，国际业务通过自主开发、商业供货和区域许可合作逐步形成；获批范围与实际商业销售范围分别判断。",
        "source_ids": [
          "S01",
          "S03",
          "S04"
        ]
      }
    ]
  },
  "business": {
    "paragraphs": [
      {
        "text": "业务既有自主研发制造的抗体药，也有引进及受托推广的口服药。汉曲优在美国、欧洲分别使用HERCESSI、Zercepac名称，汉斯状在欧洲称Hetronifly，汉倍优的欧美名称为POHERDY；这些是区域商品名，不重复计作不同分子。Organon等合作方承担约定地区商业化，集团保留相应研发和供货职责。",
        "source_ids": [
          "S04",
          "S09"
        ]
      },
      {
        "text": "创新资产中HLX43、HLX22及条件激活型TCE等仍在研发或临床阶段，属于未来开发与许可业务基础，不能作为已上市药品。不同地区适应症与产品规格存在差异，本报告按商品类别和明确分子列示，不将每项肿瘤适应症拆成一种商品。",
        "source_ids": [
          "S03",
          "S04",
          "S07",
          "S08"
        ]
      }
    ],
    "brands": [
      {
        "name": "复宏汉霖（Henlius）",
        "description": "企业品牌下经营自主、引进和推广药品；下列药名为产品商品名，区域销售权分别说明。",
        "source_ids": [
          "S03",
          "S04"
        ],
        "website": "https://www.henlius.com/",
        "industries": [
          {
            "level1": "医药健康",
            "level2": "生物制药"
          }
        ],
        "products": [
          {
            "category": "抗肿瘤抗体药",
            "series": [],
            "representative_products": [
              {
                "name": "汉斯状／Hetronifly（斯鲁利单抗）",
                "website": null
              },
              {
                "name": "汉曲优／HERCESSI／Zercepac（曲妥珠单抗）",
                "website": null
              },
              {
                "name": "汉利康（利妥昔单抗）",
                "website": null
              },
              {
                "name": "汉贝泰（贝伐珠单抗）",
                "website": null
              },
              {
                "name": "汉倍优／POHERDY（帕妥珠单抗）",
                "website": null
              }
            ],
            "description": "包括创新PD-1单抗及HER2、CD20、VEGF方向生物类似药。汉斯状为自主创新药；汉曲优、汉利康、汉贝泰、汉倍优为自主开发生产。汉利康同时有类风湿关节炎用途。",
            "source_ids": [
              "S04"
            ],
            "website": "https://www.henlius.com/marketed-products.html"
          },
          {
            "category": "免疫炎症抗体药",
            "series": [],
            "representative_products": [
              {
                "name": "汉达远（阿达木单抗）",
                "website": null
              }
            ],
            "description": "汉达远为阿达木单抗生物类似药，覆盖多项自身免疫疾病适应症，属于已上市商品。",
            "source_ids": [
              "S04"
            ],
            "website": "https://www.henlius.com/marketed-products.html"
          },
          {
            "category": "骨代谢抗体药",
            "series": [],
            "representative_products": [
              {
                "name": "BILDYOS（地舒单抗）",
                "website": null
              },
              {
                "name": "BILPREVDA（地舒单抗）",
                "website": null
              }
            ],
            "description": "自主开发生产地舒单抗生物类似药；BILDYOS及BILPREVDA对应不同参考药用途及规格，保留两项产品名称，欧美地区由合作伙伴商业化。",
            "source_ids": [
              "S04",
              "S09"
            ],
            "website": "https://www.henlius.com/marketed-products.html"
          },
          {
            "category": "口服小分子抗肿瘤药",
            "series": [],
            "representative_products": [
              {
                "name": "汉奈佳（奈拉替尼）",
                "website": null
              },
              {
                "name": "复妥宁（伏维西利）",
                "website": null
              }
            ],
            "description": "汉奈佳为引进的奈拉替尼；复妥宁为伏维西利，集团负责中国商业化推广。两者与集团自主抗体药的开发及制造角色不同。",
            "source_ids": [
              "S04"
            ],
            "website": "https://www.henlius.com/marketed-products.html"
          }
        ],
        "services": [
          {
            "name": "生物药研发服务",
            "description": "面向制药合作方按项目合同提供研发交付，随服务履行或完成验收确认收入；2025年研发服务收入约6.19亿元，并非附随售后。",
            "source_ids": [
              "S01",
              "S13"
            ],
            "website": "https://www.henlius.com/collaborations.html"
          },
          {
            "name": "药品与知识产权商业许可",
            "description": "向区域伙伴许可开发或商业化权益，按协议收取首款、里程碑或特许权费用，并可结合商业供货；具体地域及独占性依各协议。",
            "source_ids": [
              "S01",
              "S09",
              "S13"
            ],
            "website": "https://www.henlius.com/collaborations.html"
          }
        ]
      }
    ],
    "services": []
  },
  "global_presence": {
    "paragraphs": [
      {
        "text": "国际市场主要依靠区域商业伙伴与集团供货协同：美国已有HERCESSI实际发运，沙特已有汉曲优商业发运，印度及欧洲多国已有汉斯状落地；欧洲报道给出上市国家总数，但具名清单仍不完整。产品获批约60个国家地区及授权触达100多个国家地区均不直接替代已销售国家数。",
        "source_ids": [
          "S01",
          "S06",
          "S07",
          "S11",
          "S12"
        ]
      },
      {
        "text": "生产能力主要落在上海徐汇、松江等基地，支持国际供货；可核实中国、美国加州、日本东京实际办公室。年报还提及澳大利亚自建临床运营团队，反映当地研发执行能力。欧洲经销商、合作伙伴办公室和临床中心不自动视为集团自有机构。",
        "source_ids": [
          "S01",
          "S03",
          "S05"
        ]
      }
    ],
    "market_regions": [
      {
        "region": "亚洲",
        "countries": [
          "印度",
          "沙特阿拉伯"
        ],
        "coverage": "partial",
        "source_ids": [
          "S01",
          "S06",
          "S07",
          "S11",
          "S12"
        ]
      },
      {
        "region": "欧洲",
        "countries": [
          "英国",
          "奥地利",
          "丹麦",
          "德国",
          "法国",
          "爱尔兰",
          "意大利",
          "西班牙",
          "瑞典"
        ],
        "coverage": "partial",
        "source_ids": [
          "S01",
          "S06",
          "S07",
          "S11",
          "S12"
        ]
      },
      {
        "region": "非洲",
        "countries": [
          "-"
        ],
        "source_ids": []
      },
      {
        "region": "北美洲",
        "countries": [
          "美国"
        ],
        "coverage": "partial",
        "source_ids": [
          "S01",
          "S06",
          "S07",
          "S11",
          "S12"
        ]
      },
      {
        "region": "南美洲",
        "countries": [
          "-"
        ],
        "source_ids": []
      },
      {
        "region": "大洋洲",
        "countries": [
          "-"
        ],
        "source_ids": []
      }
    ],
    "operating_regions": [
      {
        "region": "亚洲",
        "countries": [
          "中国",
          "日本"
        ],
        "coverage": "partial",
        "source_ids": [
          "S01",
          "S05"
        ]
      },
      {
        "region": "欧洲",
        "countries": [
          "-"
        ],
        "source_ids": []
      },
      {
        "region": "非洲",
        "countries": [
          "-"
        ],
        "source_ids": []
      },
      {
        "region": "北美洲",
        "countries": [
          "美国"
        ],
        "coverage": "partial",
        "source_ids": [
          "S01",
          "S05"
        ]
      },
      {
        "region": "南美洲",
        "countries": [
          "-"
        ],
        "source_ids": []
      },
      {
        "region": "大洋洲",
        "countries": [
          "澳大利亚"
        ],
        "coverage": "partial",
        "source_ids": [
          "S01",
          "S05"
        ]
      }
    ]
  },
  "developments": {
    "window": {
      "start": "2025-11-03",
      "end": "2026-11-03",
      "max_items": 5
    },
    "items": [
      {
        "id": "D01",
        "title": "美国ASTRIDE桥接研究公布结果",
        "importance": "major",
        "display_date": "2026-10-26",
        "summary": "在ESMO公布斯鲁利单抗美国桥接研究结果，涉及201名美国患者，采用随机、开放标签的描述性分析。",
        "status": "reported",
        "source_ids": [
          "S07"
        ]
      },
      {
        "id": "D02",
        "title": "与Amberstone签订两个靶点TCE合作许可",
        "importance": "major",
        "display_date": "2026-09-23",
        "summary": "达成全球独占合作与许可，引入T-MATE条件激活技术；伙伴负责候选分子构建，汉霖负责后续开发、生产及商业化。",
        "status": "announced",
        "source_ids": [
          "S08"
        ]
      },
      {
        "id": "D03",
        "title": "斯鲁利单抗欧洲适应症进一步扩大",
        "importance": "major",
        "display_date": "2026-06-25",
        "summary": "公告近期获得EC批准，新增联合化疗一线治疗鳞状非小细胞肺癌适应症。",
        "status": "completed_per_company_statement",
        "source_ids": [
          "S10"
        ]
      },
      {
        "id": "D04",
        "title": "H药欧洲新增两项适应症并深化市场准入",
        "importance": "major",
        "display_date": "2026-05-10",
        "summary": "披露非鳞非小细胞肺癌及食管鳞癌两项新适应症获EC批准，同时称已有16个欧盟国家上市销售。",
        "status": "completed_per_company_statement",
        "source_ids": [
          "S06"
        ]
      },
      {
        "id": "D05",
        "title": "POHERDY获得欧盟上市许可",
        "importance": "major",
        "display_date": "2026-04-29",
        "summary": "与Organon联合公布帕妥珠单抗生物类似药POHERDY获EC批准；Organon拥有约定中国以外商业化权。",
        "status": "completed_per_company_statement",
        "source_ids": [
          "S09"
        ]
      }
    ]
  },
  "sources": [
    {
      "id": "S01",
      "title": "复宏汉霖2025年度报告",
      "url": "https://www.henlius.com/upload/202604/24/2025%E5%B9%B4%E5%BA%A6%E6%8A%A5%E5%91%8A.pdf",
      "type": "official_report",
      "accessed_on": "2026-11-03",
      "published_at": "2026-04-24"
    },
    {
      "id": "S02",
      "title": "复宏汉霖2026中期报告",
      "url": "https://www.henlius.com/upload/202609/24/2026%E5%B9%B4%E4%B8%AD%E6%9C%9F%E6%8A%A5%E5%91%8A.pdf",
      "type": "official_report",
      "accessed_on": "2026-11-03",
      "published_at": "2026-09-24"
    },
    {
      "id": "S03",
      "title": "复宏汉霖公司介绍",
      "url": "https://www.henlius.com/company-profile.html",
      "type": "official",
      "accessed_on": "2026-11-03"
    },
    {
      "id": "S04",
      "title": "复宏汉霖上市产品",
      "url": "https://www.henlius.com/marketed-products.html",
      "type": "official",
      "accessed_on": "2026-11-03"
    },
    {
      "id": "S05",
      "title": "复宏汉霖全球办公室",
      "url": "https://www.henlius.com/en/offices.html",
      "type": "official",
      "accessed_on": "2026-11-03"
    },
    {
      "id": "S06",
      "title": "H药获欧盟新增两项适应症",
      "url": "https://www.henlius.com/NewsDetails-31328-26.html",
      "type": "official_news",
      "accessed_on": "2026-11-03",
      "published_at": "2026-05-10"
    },
    {
      "id": "S07",
      "title": "斯鲁利单抗美国桥接研究ASTRIDE结果",
      "url": "https://www.henlius.com/NewsDetails-31609-26.html",
      "type": "official_news",
      "accessed_on": "2026-11-03",
      "published_at": "2026-10-27"
    },
    {
      "id": "S08",
      "title": "与Amberstone开发条件激活型TCE",
      "url": "https://www.henlius.com/NewsDetails-31577-26.html",
      "type": "official_news",
      "accessed_on": "2026-11-03",
      "published_at": "2026-09-23"
    },
    {
      "id": "S09",
      "title": "POHERDY获欧盟委员会批准",
      "url": "https://www.henlius.com/NewsDetails-31309-26.html",
      "type": "official_news",
      "accessed_on": "2026-11-03",
      "published_at": "2026-04-29"
    },
    {
      "id": "S10",
      "title": "斯鲁利单抗欧盟新增鳞状非小细胞肺癌适应症",
      "url": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0625/2026062501082.pdf",
      "type": "regulatory",
      "accessed_on": "2026-11-03",
      "published_at": "2026-06-25"
    },
    {
      "id": "S11",
      "title": "曲妥珠单抗首批运往美国",
      "url": "https://www.henlius.com/en/newsd/0/24780.html",
      "type": "official_news",
      "accessed_on": "2026-11-03",
      "published_at": "2024-11-29"
    },
    {
      "id": "S12",
      "title": "曲妥珠单抗启运沙特",
      "url": "https://www.henlius.com/en/newsd/0/24602.html",
      "type": "official_news",
      "accessed_on": "2026-11-03",
      "published_at": "2024-06-06"
    },
    {
      "id": "S13",
      "title": "复宏汉霖对外合作",
      "url": "https://www.henlius.com/collaborations.html",
      "type": "official",
      "accessed_on": "2026-11-03"
    }
  ],
  "report_template": "core-v4"
}