Workflow
FOSUNPHARMA(600196)
icon
Search documents
复星医药2024业绩揭秘:营收超410亿,经营现金流大幅增长,产品出海成效显著
Jin Rong Jie· 2025-03-27 07:22
复星医药2024年经营质量的显著提升,是创新战略与精细化管理协同发力的必然结果。财报数据显示, 公司全年经营活动产生的现金流量净额达44.77亿元,同比增长31.13%,这一增速不仅远超同期归母净 利润16.08%的增幅,更凸显出企业"造血"能力的实质性增强。 3月25日晚,复星医药(600196)(600196.SH;02196.HK)发布2024年度业绩报告。报告显示,财报期 内,公司实现营业收入410.67亿元;归母净利润27.7亿元,同比增长16.08%。公司拟每10股派发现金红 利3.2元。 在研发方面,作为国内创新药研发的头部企业,复星医药在聚焦肿瘤、免疫炎症等核心聚焦治疗领域成 果持续兑现,并不断强化抗体/ADC、细胞治疗等核心技术平台。其中制药业务研发投入49.10亿元,占 制药业务收入的16.98%。在"重研发"的发展策略下,财报期内复星医药制药板块专利申请达220项,其 中包括美国专利申请3项、PCT申请18项;获得发明专利授权66项。与此同时,创新成果加速落地,全 年7个创新药/生物类似药共16项适应症获批上市,覆盖肺癌、乳腺癌等高发疾病,惠及全球众多患者。 经营质量全面提升,精益管理筑 ...
复星医药吴以芳:2025年继续退出非核心资产,回笼资金
Jing Ji Guan Cha Wang· 2025-03-27 05:29
Core Insights - The company aims to continue divesting non-core, non-strategic, low-efficiency, and loss-making assets by 2025 to enhance cash flow [1][2][3] - In 2024, the company reported a revenue of 41.067 billion yuan, a year-on-year decrease of 0.8%, while net profit attributable to shareholders increased by 16.1% to 2.77 billion yuan [1] - The operating cash flow for 2024 was 4.48 billion yuan, reflecting a year-on-year growth of 31.1%, surpassing the growth rate of operating profit [1] Asset Management Strategy - The company has been actively selling assets to replenish working capital and repay interest-bearing debts, including the sale of a 6.01% stake in Gland Pharma for a total consideration of 211 million USD [2] - In March 2025, the company announced the sale of 9.4 million shares of Unicorn II Holdings Limited for 124 million USD, resulting in a complete exit from the company [2] - The company has recognized the need to streamline its asset portfolio, focusing on core business areas to improve asset efficiency and structure [3] Financial Health - As of the end of 2024, the company's debt-to-asset ratio was 48.98%, a slight decrease from 50.10% at the end of 2023, indicating ongoing debt pressure [3]
直击业绩会丨复星医药董事长吴以芳:去年通过出售资产等回笼资金约30亿元,未来还要加大力度“瘦身”
Mei Ri Jing Ji Xin Wen· 2025-03-26 15:43
直击业绩会丨复星医药董事长吴以芳:去年通过出售 资产等回笼资金约30亿元,未来还要加大力度"瘦身" 每经记者 许立波 每经编辑 魏官红 3月25日,复星医药(600196.SH,股价24.55元,市值656亿元)发布2024年年度业绩报告,公司在报告期 内实现营收410.67亿元,同比微减0.80%;归母净利润27.70亿元,同比增加16.08%。受益于供应链管理、 运营效率提升等举措,复星医药经营现金流为44.77亿元,同比增长31.13%。 3月26日,复星医药董事长吴以芳在2024年度业绩会上对包括每日经济新闻在内的多家媒体表示,资本市场 目前仍处于"春寒料峭"的低迷状态,前几年持续的价格压力给行业带来了挑战,行业仍处于低谷期,"我们 还是要重视自身的造血能力、重视自己的现金流"。 "聚焦"与"瘦身" 财报显示,复星医药直接运营的业务包括制药、医疗器械、医学诊断、医疗健康服务,并通过参股国药控 股覆盖到医药商业领域。分业务板块看,2024年,复星医药的制药、医疗器械与医学诊断、医疗健康服务 分别实现营业收入289.24亿元、43.23亿元、76.47亿元,分别同比减少4.29%、减少1.53%、增长14 ...
复星医药董事长吴以芳:扩大AI应用 持续提高公司经营效率
3月25日,复星医药发布2024年度业绩报告。数据显示,2024年,复星医药实现营业收入410.67亿元, 归母净利润27.70亿元,同比增加16.08%。 值得注意的是,2024年,复星医药在质量提升、成本控制、效率提升、周期管理、创新研发等环节持续 推进精益管理。 复星医药董事长吴以芳:扩大AI应用 持续提高公司 经营效率 本报讯 (记者金婉霞)3月26日,上海复星医药(集团)股份有限公司(以下简称"复星医药")举行 2024年业绩说明会。会上,复星医药董事长吴以芳表示,公司将扩大AI在药物研发、企业经营管理等 方面的应用,持续提高公司研发经营效率。 在业绩说明会上,吴以芳进一步表示,公司在2024年持续推进资产结构优化,通过出售其持有的金融资 产回笼资金近30亿元,2025年将继续加大回笼资金力度,退出和整合非核心、非战略、低效率的资产, 集中资源聚焦核心业务,以实现资产结构的优化和资产效能的提升。 AI也将是复星医药提升效率的关键工具之一。记者了解到,今年2月份,复星医药在内部发布了自主研 发的PharmAID决策智能体平台,该平台深度融合全球领先的大模型技术,可帮助复星医药加速推进"药 物商业价值辅 ...
复星医药净利润恢复两位数增长,董事长回应生物类似药集采潜在影响
Di Yi Cai Jing· 2025-03-26 12:43
Core Viewpoint - Fosun Pharma has returned to double-digit profit growth in 2024 after a decline in 2023, with a net profit of 2.77 billion yuan, a year-on-year increase of 16.08% despite a slight revenue drop of 0.8% to 41.068 billion yuan [1][2]. Group 1: Financial Performance - In 2024, Fosun Pharma's revenue was 41.068 billion yuan, down 0.8% year-on-year, while net profit reached 2.77 billion yuan, up 16.08% [1]. - The oncology and immunomodulation segment generated 8.085 billion yuan in revenue, a year-on-year increase of 5.84%, driven by sales growth of several key innovative drugs [2]. - Subsidiary Fuhong Hanlin achieved approximately 5.724 billion yuan in revenue, a 6.1% increase, and a net profit of about 821 million yuan, marking a 50.3% growth [2][3]. Group 2: Strategic Focus and Asset Management - Fosun Pharma is focusing on the development of innovative drugs and high-value medical devices, leading to a transformation in product structure and strategy [1]. - The company is actively divesting non-core assets, having raised nearly 3 billion yuan in cash since the beginning of 2024, and aims to optimize asset structure and enhance asset efficiency [6]. - The company plans to continue shedding non-strategic and low-efficiency assets to concentrate resources on core business areas, with a goal of maintaining a healthy cash flow [6]. Group 3: Impact of Biosimilar Drug Procurement - The potential nationwide procurement of biosimilar drugs is expected to impact the market, with the first round likely to occur within the year, although specific products and rules remain uncertain [4]. - The development of biosimilar drugs has significantly improved drug accessibility and contributed to cost savings in healthcare, despite the high R&D costs associated with these products [4][5]. - Fosun Pharma's chairman expressed the need for a balance between expanding drug accessibility through procurement and allowing space for the biosimilar industry to grow [4].
复星医药2024年营收微降、研发人员缩减444人,执行总裁张文杰年薪1024万元高于董事长
Sou Hu Cai Jing· 2025-03-26 12:28
Core Insights - Fosun Pharma reported a slight decline in revenue for 2024, with total revenue at 41.067 billion yuan, a decrease of 0.8% year-on-year [1][2] - The net profit attributable to shareholders increased by 16.08% to 2.77 billion yuan, while the net profit excluding non-recurring items rose by 15.1% to 2.314 billion yuan [1][2] - The company reduced its R&D personnel by 444, bringing the total to 3,047, which constitutes 7.51% of the total workforce [3][4] Financial Performance - Revenue for 2024: 41.067 billion yuan, down from 41.400 billion yuan in 2023 [2] - Net profit attributable to shareholders: 2.769 billion yuan, up from 2.386 billion yuan in 2023 [2] - Net profit excluding non-recurring items: 2.314 billion yuan, compared to 2.011 billion yuan in 2023 [2] - Cash flow from operating activities increased by 31.13% to 4.477 billion yuan [2] R&D Personnel Changes - R&D personnel count decreased from 3,491 in 2023 to 3,047 in 2024, a reduction of 444 [3][5] - R&D personnel now represent 7.51% of the total workforce, down from 8.65% in the previous year [3][5] - Educational background of R&D staff includes 242 with doctoral degrees and 1,363 with master's degrees [4] Executive Compensation - The total annual salary of the CEO, Wenjie Zhang, is 10.24 million yuan, which is higher than that of the chairman [5][7] - Other executives with salaries exceeding 5 million yuan include Xingli Wang (9.857 million yuan), Rong Yang (6.210 million yuan), and Wang Kexin (5.343 million yuan) [5]
复星医药(02196) - 海外监管公告 - 关於以集中竞价交易方式首次回购A股的公告
2025-03-26 10:37
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不 發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損 失承擔任何責任。 茲載列上海復星醫藥(集團)股份有限公司(「本公司」)在上海證券交易所網站刊登的《關於 以集中競價交易方式首次回購A股的公告》,僅供參閱。 上 海 復 星 醫 藥( 集 團 )股 份 有 限 公 司 Shanghai Fosun Pharmaceutical (Group) Co., Ltd.* (於中華人民共和國註冊成立的股份有限公司) (股份代號:02196) 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 证券代码:600196 证券简称:复星医药 公告编号:2025-054 承董事會命 上海復星醫藥(集團)股份有限公司 董事長 吳以芳 中國,上海 2025 年3 月2 6 日 於本公告日期,本公司之執行董事為吳以芳先生、王可心先生、關曉暉女士及文德鏞先生;本公司之非執 行董事為陳 啟 宇先生、徐曉亮先生、潘東輝先生及陳玉卿先生;以及本公司之獨立非執行董事為李玲 ...
复星医药: 复星医药关于以集中竞价交易方式首次回购A股的公告
Zheng Quan Zhi Xing· 2025-03-26 10:34
Group 1 - The company announced its first A-share repurchase plan, with a total repurchase amount expected to be between RMB 30 million and RMB 60 million [1][2] - The repurchase period is set from January 22, 2025, to July 21, 2025, and the maximum repurchase price is capped at RMB 30 per share [1] - The purpose of the repurchase includes employee stock ownership plans, equity incentives, and maintaining company value and shareholder rights [1] Group 2 - As of March 26, 2025, the company has repurchased a total of 812,800 A-shares, representing 0.0304% of the total share capital, with a total expenditure of approximately RMB 1,999.09 million [2] - The average repurchase price on that day was RMB 24.60 per share, with a price range between RMB 24.54 and RMB 24.66 [2] - The company will continue to repurchase shares based on market conditions and will fulfill its information disclosure obligations regarding the progress of the repurchase plan [2]
复星医药(600196) - 复星医药H股公告-翌日披露报表
2025-03-26 10:15
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) | 表格類別: | 股票 狀態: 新提交 | | --- | --- | | 公司名稱: | 上海復星醫藥(集團)股份有限公司 Shanghai Fosun Pharmaceutical (Group) Co., Ltd. (a joint stock limited company incorporated in the PRC with limited liability) | | 呈交日期: | 2025年3月26日 | 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 ...
复星医药(600196) - 复星医药关于以集中竞价交易方式首次回购A股的公告
2025-03-26 09:48
证券代码:600196 证券简称:复星医药 公告编号:2025-054 上海复星医药(集团)股份有限公司 关于以集中竞价交易方式首次回购 A 股的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示 | A 股回购方案首次披露日 | | 2025/1/23 | | --- | --- | --- | | A 股回购方案实施期限 | | 2025/1/22~2025/7/21 (含首尾两日) | | 预计 | A 股回购金额 | 人民币 30,000 万元~60,000 万元 | | A | 股回购用途 (二者之一或二者皆有) | □减少注册资本 √用于员工持股计划或股权激励 √用于转换公司可转债 | | | | □为维护公司价值及股东权益 | | 累计已回购 | A 股股数 | 812,800 股 | | 累计已回购 | A 股股数占总股本比例 | 0.0304% | | 累计已回购 | A 股金额(人民币) 约 | 1,999.09 万元 | | 实际 | A 股回购价格区间(人民币) | 24.54 元/股~ ...