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技术突破带动治疗革新 丽珠集团全球首个注射用阿立哌唑微球获批上市
Core Viewpoint - Lijun Group's self-developed injectable aripiprazole microspheres (brand name: Alivai) have been approved for marketing in China, marking a significant breakthrough in long-acting formulations for the treatment of schizophrenia [1][3] Company Summary - The approval of Alivai represents a potential blockbuster product for Lijun Group, following the success of its previous microsphere product, which generated over 10 billion yuan in revenue over nearly a decade [1][5] - The company has established a national-level microsphere technology platform and has launched several complex formulations, enhancing its competitive edge in the long-acting treatment of mental disorders [5] - Lijun Group plans to accelerate the clinical application and accessibility of Alivai, focusing on building a standardized diagnosis and treatment system, deepening doctor-patient education, and upgrading grassroots services [6] Industry Summary - The global market for antipsychotic drugs is expected to grow from 7.27 billion yuan in 2020 to 15.9 billion yuan by 2030, with a CAGR of 8.14% [1] - The long-acting market for antipsychotic medications in China is currently limited, with only a few billion yuan in annual sales, indicating significant growth potential [1][2] - The approval of Alivai is expected to elevate the ceiling of the long-acting market for psychiatric medications, addressing the high treatment interruption and relapse rates among schizophrenia patients in China [2][3]
丽珠医药集团股份有限公司关于2022年股票期权激励计划部分股票期权注销完成的公告
特此公告。 丽珠医药集团股份有限公司董事会 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000513、01513 证券简称:丽珠集团、丽珠医药 公告编号:2025-039 丽珠医药集团股份有限公司 关于2022年股票期权激励计划部分股票期权注销完成的公告 本公司及董事会全体成员保证信息披露内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 丽珠医药集团股份有限公司(以下简称"公司")于2025年4月23日召开了第十一届董事会第二十四次会 议,审议通过了《关于注销2022年股票期权激励计划部分股票期权的议案》,同意对公司2022年股票期 权激励计划首次授予第一个行权期内31名激励对象到期尚未行权的38.4045万份股票期权予以注销;因 公司首次授予股票期权第三个行权期及预留授予股票期权第二个行权期对应公司层面业绩考核目标不达 标,同意对2022年股票期权激励计划首次授予股票期权第三个行权期对应的528.3750万份和预留授予股 票期权第二个行权期对应的100.00万份股票期权进行注销。有关详情请见公司于2025年4月24日在《中 国证券报》《证券时报》《证券日报》《上海证券报》及巨潮资 ...
丽珠集团(000513) - 关于回购公司股份的进展公告
2025-05-06 10:17
丽珠医药集团股份有限公司关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 证券代码:000513、01513 证券简称:丽珠集团、丽珠医药 公告编号:2025-040 丽珠医药集团股份有限公司(以下简称"公司")于 2024 年 12 月 24 日召 开了公司 2024 年第四次临时股东大会、2024 年第二次 A 股类别股东会及 2024 年第二次 H 股类别股东会,审议通过了《关于回购公司部分 A 股股份方案的议 案》,于 2024 年 6 月 14 日召开了公司 2023 年度股东大会、2024 年第一次 A 股 类别股东会及 2024 年第一次 H 股类别股东会,审议通过了《关于授予董事会回 购本公司 H 股的一般授权》。现将公司回购股份的进展情况公告如下: 符合公司回购 H 股的一般授权。 后续公司将根据实施回购股份的进展情况,严格按照《深圳证券交易所上市 公司自律监管指引第 9 号——回购股份》及《香港联合交易所有限公司证券上市 规则》等相关规定,及时履行信息披露义务,敬请广大投资者注意投资风险。 特此公告。 丽珠医药集团股 ...
丽珠集团(000513) - 2025年4月29日投资者关系活动记录表
2025-04-29 10:48
丽珠医药集团股份有限公司投资者关系活动记录表 编号:2025-07 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | 现场参观 | | | 其他 | | | 丽珠集团——董事会秘书 刘宁 | | | 丽珠集团——投资者关系总监 陈文霞 | | 活动参与人员 | 丽珠集团——投资者关系经理 彭婷 | | | 国信证券——首席分析师 陈曦炳 | | | 国信证券——分析师 肖婧舒 | | 时间 | 4 月 29 日 13:30-14:30 | | 地点 | 本公司会议室 | | 形式 | 现场调研 问:请简单介绍公司的研发战略。 | | | 答:自 2024 年起,公司启动对研发战略的全面梳 理,旨在使研发战略主线更为清晰明确,主要围绕病种 领域以及技术平台开展相关工作: | | | 一方面,公司聚焦于消化道、辅助生殖、精神神经 | | | 领域,致力于形成完整的在研产品布局以及系统的治疗 | | 交流内容及具体问 | 方案。在消化道疾病领域,公司在 PPI 产品的基础上, | | 答 ...
4月23日这些公告有看头
第一财经· 2025-04-23 13:07
金种子酒公告,公司于近期收到阜阳市国资委批复,阜阳市国资委原则同意公司公开转让控股子公司 安徽金太阳生化药业有限公司(简称"金太阳药业")92%股权。 2025.04. 23 4月23日晚间,沪深两市多家上市公司发布公告,以下是第一财经对一些重要公告的汇总,供投资者 参考。 【品大事】 金种子酒:转让金太阳药业92%股权获阜阳市国资委同意批复 复星医药:高级副总裁李东久辞任 复星医药公告,公司董事会收到李东久的书面辞职函。因到龄退休,李东久向董事会申请辞去高级副 总裁职务。 岳阳林纸:全资子公司诚通碳汇中标林业碳汇合作开发项目 岳阳林纸公告,公司全资子公司诚通碳汇经营管理(湖南)有限责任公司(简称"诚通碳汇")2025年4 月22日收到《关于百色市乐业县林业碳汇合作开发项目招商结果的函》,成为该项目招商中选单 位。如以上项目合同签订并顺利实施,将对公司实施项目年度的经营业绩产生积极的影响。 【观业绩】 天齐锂业:预计2025年第一季度净利润为8200万元—1.23亿元 天齐锂业公告,预计2025年第一季度归属于上市公司股东的净利润为8200万元—1.23亿元,上年同 期为亏损38.97亿元。 吉比特:一季度净 ...
丽珠医药(01513) - 2025 Q1 - 季度业绩
2025-04-23 10:38
Revenue and Profit - Revenue for Q1 2025 was CNY 3,180,547,599.31, a decrease of 1.92% compared to CNY 3,242,814,513.73 in the same period last year[7] - Net profit attributable to shareholders increased by 4.75% to CNY 636,707,931.59 from CNY 607,823,809.46 year-on-year[7] - Basic earnings per share rose by 9.23% to CNY 0.71 from CNY 0.65 in the previous year[7] - The total operating revenue for the current period is RMB 3,180,547,599.31, a decrease of 1.92% from RMB 3,242,814,513.73 in the previous period[30] - The net profit for the current period is RMB 803,641,985.42, representing an increase of 12.24% compared to RMB 716,078,960.15 in the previous period[30] - The operating profit for the current period is RMB 958,924,963.25, up from RMB 848,887,058.48 in the previous period, indicating a growth of 12.93%[30] Cash Flow and Investments - The net cash flow from operating activities decreased by 21.59% to CNY 724,730,912.38 compared to CNY 924,248,920.31 in the same period last year[7] - Investment cash inflow increased significantly to RMB 32,290,697.41, a 434.99% increase compared to the previous year[17] - Investment cash outflow decreased to RMB 254,040,597.78, a reduction of 45.18% year-on-year[17] - Net cash generated from investment activities improved to -RMB 221,749,900.37, a 51.51% reduction in losses compared to the previous year[17] - The net increase in cash and cash equivalents was RMB 3,627,344.76, a 101.93% improvement from a net decrease of RMB 188,391,565.87 in the previous year[17] - The cash flow from foreign currency exchange losses increased significantly to -RMB 11,438,352.18, a 1,557.26% decline compared to the previous year[17] - The company has reduced bank loan repayments, contributing to the improved cash flow situation[17] - The net cash flow from investing activities was negative at RMB -221,749,900.37, an improvement from RMB -457,336,601.18 in the previous period[32] - The net cash flow from financing activities was negative at RMB -487,915,315.07, compared to RMB -654,613,688.15 previously, showing a reduction in cash outflow[33] Assets and Liabilities - Total assets at the end of the reporting period were CNY 24,485,271,838.40, reflecting a slight increase of 0.12% from CNY 24,455,825,697.18 at the end of the previous year[8] - The total liabilities decreased to RMB 9,109,970,328.17 from RMB 9,550,079,103.14, a reduction of approximately 4.62%[29] - The cash and cash equivalents at the end of the period are RMB 10,830,774,329.69, showing a marginal increase from RMB 10,827,146,984.92 at the beginning of the year[27] - The inventory at the end of the period is RMB 1,900,256,033.70, a decrease of 4.87% from RMB 1,997,642,296.29 at the beginning of the year[27] Shareholder Information - The total number of common shareholders at the end of the reporting period was 52,367, with 52,348 being A-share shareholders[19] - The largest shareholder, Hong Kong Central Clearing Limited, holds 33.66% of shares, totaling 306,769,189 shares[20] - The company repurchased a total of 9,425,955 A-shares, accounting for 1.03% of the total share capital, with a total expenditure of RMB 341,957,191.15[24] - The company also repurchased 7,245,300 H-shares, representing 0.80% of the total share capital, with a total expenditure of HKD 190,692,395.00[25] Other Financial Metrics - Other income increased by 55.27% to CNY 44,485,866.21, primarily due to an increase in government subsidies received[16] - The company reported a significant decrease of 84.84% in trading financial liabilities, down to CNY 1,227,675.21 from CNY 8,096,946.08, mainly due to changes in forward foreign exchange contracts[15] - The company’s inventory write-down provision increased, leading to a 55.10% rise in asset impairment losses to CNY -6,355,971.69 from CNY -4,097,945.69 in the previous year[16] - The company's retained earnings increased to RMB 12,398,087,110.19 from RMB 11,761,379,178.60, reflecting a growth of 5.43%[29] - The total comprehensive income for the period was RMB 790,563,380.41, an increase from RMB 693,127,170.79 in the previous period, representing a growth of approximately 14%[31] - The other comprehensive income attributable to the parent company's shareholders was RMB -12,213,875.83, an improvement from RMB -23,160,894.39 in the previous period[31] - The cash inflow from financing activities totaled RMB 630,140,000.00, down from RMB 721,939,862.90, indicating a decrease of approximately 12.7%[33] - The company reported a decrease in cash outflows for operating activities, totaling RMB 2,703,265,415.19, compared to RMB 2,584,514,895.68, reflecting an increase of about 4.6%[32] - Research and development expenses for the current period are RMB 216,076,782.61, down from RMB 238,173,559.46 in the previous period, a decrease of 9.25%[30]
丽珠医药(01513) - 2024 - 年度财报
2025-04-23 09:44
Financial Performance - In 2024, Livzon Pharmaceutical Group achieved a revenue of RMB 11,812.34 million and a net profit attributable to shareholders of RMB 2,061.10 million[10]. - The company achieved a total revenue of RMB 12,430.04 million, with a year-on-year decrease of 4.97%[21]. - The net profit attributable to shareholders was RMB 1,953.65 million, reflecting a decline of 8.31% compared to the previous year[21]. - The company reported a net cash flow from operating activities of RMB 2,061.10 million, showing a significant increase of 51.80%[21]. - The company’s basic earnings per share for the year was RMB 2.10, with a diluted earnings per share of RMB 2.24[21]. - The company reported a total operating revenue for the year 2024 of RMB 11,812,338,854.68, representing a decrease of 4.97% compared to RMB 12,430,038,325.82 in 2023[106]. - The net profit attributable to shareholders increased by 5.50% to RMB 2,061,095.80 million in 2024[54]. - The company reported a gross margin of 45%, maintaining a stable margin compared to the previous year[37]. Research and Development - Research and development (R&D) investment accounted for 8.84% of total revenue, focusing on gastrointestinal, reproductive assistance, and mental health fields[14]. - The company has 45 products in the pipeline, including 23 innovative drugs and high-barrier complex formulations[14]. - Livzon has introduced six new projects through business development collaborations, enhancing its R&D pipeline[16]. - AI technology has been integrated into the entire R&D process, significantly improving efficiency[16]. - The company plans to increase investment in innovative drug research and development, focusing on core therapeutic areas such as digestive, mental health, and reproductive health[19]. - The company is focusing on self-research and business development (BD) to drive innovation, with a particular emphasis on gastrointestinal, reproductive, and neurological fields[73]. - The company has multiple products in various stages of clinical trials, including 3 in Phase III and 2 in Phase I[80]. - The company has established a modular and flat R&D management system to improve efficiency in project management and resource allocation[73]. Market Expansion - The company is expanding its market presence from emerging markets to Europe and the United States, optimizing its product offerings[17]. - Livzon is expanding its market presence in Southeast Asia, aiming to increase sales by 25% in that region[37]. - The company is actively pursuing international partnerships to introduce advanced technologies and expand its competitive products into global markets[93]. - The company has established branches in Malaysia and offices in Brazil, India, Spain, Vietnam, and Turkey to enhance its global commercialization strategy[101]. Product Development - Livzon plans to launch three new products in the next fiscal year, focusing on innovative drug development and biotechnology[37]. - The company has initiated Phase III clinical trials for a recombinant anti-IL-17A/F monoclonal antibody for psoriasis, aiming for market approval by 2025[76]. - The company has received approvals for three products during the reporting period, including potassium bismuth citrate granules and hydrochloride pramipexole tablets (8mg)[81]. - The company is focusing on high clinical value products, with a complete matrix of assisted reproductive products expected to enhance market presence[79]. - The company is advancing its research in traditional Chinese medicine, targeting mental health and chronic diseases, with two products expected to report this year[79]. Compliance and Sustainability - The company maintains a 100% compliance rate with GMP inspections for all production lines of listed products[18]. - The company has received MSCI ESG AAA rating for two consecutive years and was recognized as the "Best Progress Company" in the 2024 S&P Global Sustainability Yearbook[19]. - The company integrates sustainable development goals into management performance assessments, promoting green production and social responsibility[94]. - The company has established a standardized public welfare management system focusing on rural revitalization, education support, medical assistance, and disaster response, contributing to local farmers' income through the "Huangqi Industry Revitalization" project[95]. Financial Management - The company reported a total investment amount of RMB 1,711,305,473.04, representing a 134.54% increase compared to RMB 729,635,150.00 in the previous year[161]. - The company has established risk management measures for foreign exchange and commodity futures derivatives to mitigate market risks associated with currency and commodity price fluctuations[171]. - The company has not engaged in speculative derivative investments during the reporting period[172]. - The company has implemented strict internal controls to reduce operational risks related to derivative trading[171]. Customer and Supplier Relations - The average duration of the top five customers' relationship with the company is 16.60 years, indicating strong customer loyalty[114]. - The company’s total revenue from the top five customers was RMB 947,987,674.38, representing 8.10% of the total annual sales, slightly down from 8.19% in 2023[115]. - The total procurement amount from the top five suppliers was RMB 706,067,451.82, which accounted for 32.15% of the total procurement, an increase from 26.06% in 2023[119].
健康元药业集团股份有限公司
Group 1 - The company has agreed to provide joint liability guarantees for its wholly-owned and controlled subsidiaries to apply for credit financing of up to RMB 20.201 billion or equivalent foreign currency from banks such as the National Development Bank [1][2][18] - The total amount of guarantees is approximately RMB 20.201 billion, with RMB 9.13 billion for subsidiaries with a debt-to-asset ratio exceeding 70% and RMB 19.288 billion for those below 70% [2] - The total guarantees account for 56.56% of the company's most recent audited total assets of RMB 35.718 billion, pending approval at the company's shareholders' meeting [2] Group 2 - The company has a total guarantee balance of RMB 2.983 billion as of March 31, 2025, with RMB 1.576 billion for subsidiaries with a debt-to-asset ratio exceeding 70% and RMB 1.407 billion for those below 70% [18] - The guarantee balance represents 20.52% of the company's most recent audited net assets attributable to shareholders of RMB 14.534 billion [18] - As of March 31, 2025, there are no overdue guarantees from the company or its controlled subsidiaries [19] Group 3 - The company has several wholly-owned and controlled subsidiaries, including Shenzhen Haibin Pharmaceutical Co., Ltd. and Shenzhen Taotai Pharmaceutical Co., Ltd., which are involved in various pharmaceutical and healthcare-related businesses [3][4][5] - The subsidiaries have different registered capitals and main business activities, such as the production and sale of pharmaceutical products, research and development, and import-export operations [3][4][5][6] - The company is actively involved in the pharmaceutical industry, focusing on the production of various drug forms, including oral solutions, tablets, and inhalation preparations [4][5][6] Group 4 - The company held its ninth board meeting on April 7, 2025, where it reviewed and approved the proposal for credit financing and guarantees for its subsidiaries [18] - The board authorized the company's legal representative or their authorized person to sign relevant documents regarding the credit financing and guarantees [18] - The proposal will be submitted for approval at the company's shareholders' meeting [18]
丽珠医药10亿元增资亏损中的丽珠生物
Xin Jing Bao· 2025-03-31 10:12
3月31日,丽珠集团(000513)发布了向控股子公司珠海市丽珠生物医药科技有限公司(以下简称丽珠 生物)增资的更新公告,拟以10亿元认购丽珠生物新增注册资本,以认购丽珠生物此次增资后18.85% 的出资比例的认购价。 作为丽珠集团的抗体药物、重组蛋白药物以及重组蛋白疫苗等创新生物药研发的唯一平台,丽珠生物目 前仍处于亏损之中。 丽珠生物仍处亏损中 根据丽珠集团与丽珠生物签订的增资协议约定,丽珠集团拟出资10亿元认购丽珠生物新增的注册资本 2.06亿元,以认购丽珠生物增资后18.85%的出资比例的认购价。丽珠生物注册资本将从10.95亿元增加 至13.02亿元,其中新增的注册资本全部由丽珠集团认缴,认缴款总额为10亿元,其中2.06亿元计入丽珠 生物注册资本,7.94亿元计入资本公积。本次增资完成后,丽珠集团持有的丽珠生物股份(600201)增 加至66.54%。 此次增资主要基于双方在2023年11月签订的协议,即丽珠生物注册资本由原来的8.89亿元增加至10.95亿 元,由丽珠集团以货币出资方式于2028年12月31日前缴清认缴本次新增的注册资本2.06亿元,认购对价 为10亿元,超过认缴出资额部分的认购 ...
丽珠医药集团股份有限公司更正公告
一、原披露内容:"根据《增资协议》约定,公司同意出资人民币100,000.00万元认购丽珠生物新发行的 206,449,050股普通股。" 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000513、01513 证券简称:丽珠集团、丽珠医药 公告编号:2025-027 丽珠医药集团股份有限公司 更正公告 本公司及董事会全体成员保证信息披露内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 丽珠医药集团股份有限公司(以下简称"公司")于2025年3月27日在指定信息披露媒体《中国证券报》 《证券时报》《证券日报》《上海证券报》及巨潮资讯网(www.cninfo.com.cn)上发布了《丽珠医药 集团股份有限公司关于向控股子公司丽珠生物增资暨关联交易的公告》(公告编号:2025-023)。因公 告内容有误,现更正如下: 现更正为:"根据《增资协议》约定,公司同意出资人民币100,000.00万元认购丽珠生物新增的注册资本 人民币206,449,050元。" 二、原披露内容:"本次交易金额是经交易双方公平磋商,为了满足丽珠生物的资金需求,并参考2023 年11月17日公司与丽珠生物签署的《关 ...