At present, the domestic pharmaceutical innovation field is showing a strong development momentum. Some institutions have stated that innovative drugs, biotechnology, and high-end medical services have become the core driving forces of the industry. Enterprises are accelerating the innovation process through independent research and development and technological cooperation. The market has given positive expectations to pharmaceutical companies with technical barriers and clinical value, and the industry as a whole is transforming towards high-quality development.
Among them, Hisilicon benefited from the down payment of BD transactions and the growth of innovative drug sales, achieving significant growth in performance. The company announced on July 8th that it is expected to have a net profit attributable to shareholders of the listed company of 790 million to 870 million yuan in the first half of 2026, a year-on-year increase of 513.25% to 575.35%. It is reported that the company has successfully approved the launch of four Class 1 innovative drugs, including cyclosporine injection, Clegabalin besylate capsules, Kagliptin tablets, and Anruikefen injection. At the same time, the company's pipeline for developing and innovating multiple new drugs is underway. In addition, in the first half of this year, the company collaborated with Lilly Nuvectis Pharma、 Multinational pharmaceutical companies such as AbbVie and AirNexis have reached multiple business development transactions.
In addition, in the field of innovative drugs, a number of innovative drug companies such as BeiGene, Xinda Biotechnology, Rongchang Biotechnology, Junshi Biotechnology, Sansheng Guojian, and Nuocheng Jianhua have also achieved a turning point in their performance. BeiGene achieved a revenue of 10.544 billion yuan in the first quarter of 2026, a year-on-year increase of 31%; The net profit attributable to the parent company was 1.608 billion yuan, turning losses into profits year-on-year. The industry believes that the intrinsic value of BeiGene's "answer sheet" lies not in a "report card" of turning losses into profits, but in the various factors driving profit improvement pointing to a deep structural transformation. The era of "Chinese Biotech" that relied on piling up pipelines and burning money on a large scale is accelerating its transition to the stage of "Big Pharma" that can complete the global commercialization loop. BeiGene's first quarter report gave an optimistic lead: Anjin's authorized products achieved sales of 989 million yuan in the first quarter, a year-on-year increase of 20.9%; Our self-developed PD-1 trastuzumab achieved global sales of 206 million US dollars, a year-on-year increase of 20%. More promising is the new generation BCL-2 inhibitor Sotocla (Baiyueda), which will be approved for market in China in January 2026 ®)， It has been rapidly admitted to the hospital and is expected to be approved in the first half of 2026 in the United States. The product is a BCL-2 inhibitor approved for the treatment of mantle cell lymphoma.
In the first quarter of 2026, Xinda Biotechnology recorded product revenue exceeding RMB 3.8 billion, a year-on-year increase of over 50%. This strong momentum confirms the successful implementation of the company's "dual wheel drive" strategy. The company's position in the field of oncology is becoming increasingly prominent, and five tyrosine kinase inhibitors (TKIs) have been added to the National Medical Insurance Drug List (NRDL), achieving rapid mass production. At the same time, the comprehensive product line has become a strong emerging driving force for the company's revenue growth, mainly due to the excellent performance of core products such as Xinermei (Masidu Peptide Injection), Xinbeile (Toliximab Injection), and Xinbimin (Tentumumab N01 Injection). At the same time, Xinda Biotechnology continues to promote global innovation, opening up continuous upward growth space for the company's value.
Looking at Rongchang Biotechnology again, the company achieved a revenue of RMB 656 million in the first quarter of 2026, a year-on-year increase of 24.76%; The net profit attributable to the parent company was 328 million yuan, turning losses into profits year-on-year. It is reported that Rongchang Biotechnology has already commercialized two products, among which the BLyS/APRIL dual target fusion protein Taitacept has been approved for three indications in China: systemic lupus erythematosus, myasthenia gravis, and rheumatoid arthritis. The antibody coupled (ADC) drug vidicizumab has also been approved for gastric cancer, urothelial cancer, HER2 positive breast cancer and other indications.
In recent years, the number of innovative drugs launched in China has repeatedly reached new highs, and the scale of clinical trials has remained at the forefront. Cross border pharmaceutical authorization cooperation continues to deepen. With abundant innovation vitality, efficient research and development system, and broad cooperation space, China is continuously outputting excellent diagnosis and treatment solutions with high cost-effectiveness, becoming an important source of global pharmaceutical innovation. According to data statistics, more than 30 innovative drugs have been approved for market in China in the first half of 2026; According to data, the total amount of China's innovative drug overseas transactions in the first half of 2026 reached 99.7 billion US dollars, which is close to 73% of the full year level in 2025 and about 1.9 times that of 2024.