本周关注点 公司公告汇总：浙江医药首次通过集中竞价交易方式回购股份440700股 截至2025年5月16日收盘，浙江医药（600216）报收于13.65元，较上周的13.33元上涨2.4%。本周，浙 江医药5月16日盘中最高价报13.85元。5月12日盘中最低价报13.29元。浙江医药当前最新总市值131.26 亿元，在化学制药板块市值排名33/151，在两市A股市值排名1192/5147。 公司公告汇总 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 浙江医药股份有限公司于2025年4月14日召开第十届四次董事会会议，审议通过了以集中竞价交易方式 回购股份方案的议案。公司于2025年5月12日首次通过集中竞价交易方式回购股份440700股，占公司总 股本的0.05%，成交最高价为13.43元/股，最低价为13.31元/股，支付总金额为5895919.00元。本次回购 符合相关法律法规的规定及公司既定的回购股份方案。回购价格不超过人民币20.83元/股，回购资金总 额不低于人民币1亿元且不超过人民币2亿元，回购期限自2025年4月1 ...

Core Viewpoint - The NMN concept sector has shown a significant increase of 2.07%, leading among various concept sectors, with notable stocks like Xiwang Food and Jindawei reaching their daily limit up [1][2]. Group 1: Sector Performance - The NMN concept sector ranked first in daily gains, with 21 stocks rising, including Xiwang Food and Jindawei, which hit the daily limit up [1]. - Other sectors with positive performance include synthetic biology (2.05%), pet economy (1.98%), and dairy industry (1.67%) [2]. - The sectors with the largest declines include Huawei Pangu (-3.76%) and DRG/DIP (-3.30%) [2]. Group 2: Capital Flow - The NMN concept sector experienced a net inflow of 436 million yuan, with 17 stocks receiving net inflows, and 6 stocks exceeding 30 million yuan in net inflow [2]. - Jindawei led the net inflow with 155.31 million yuan, followed by Xiwang Food (99.59 million yuan) and Zhejiang Medicine (50.07 million yuan) [2][3]. - The net inflow ratios for Jindawei, Xiwang Food, and Zhejiang Medicine were 29.36%, 27.57%, and 15.18%, respectively [3]. Group 3: Individual Stock Performance - Jindawei saw a daily increase of 9.99% with a turnover rate of 4.82% and a net inflow of 155.31 million yuan [3]. - Xiwang Food increased by 10.07% with a turnover rate of 10.94% and a net inflow of 99.59 million yuan [3]. - Other notable performers include Yabenn Chemical (4.96% increase) and Yikang Pharmaceutical (3.02% increase) [3].

证券代码：600216 证券简称：浙江医药 公告编号：2025-018 浙江医药股份有限公司 根据《上市公司股份回购规则》及《上海证券交易所上市公司自律监管指引 第 7 号——回购股份》的相关规定，现将公司首次回购股份情况公告如下： 2025 年 5 月 12 日，公司通过集中竞价交易方式首次回购股份 440,700 股， 已回购股份占公司总股本的比例为 0.05%，成交的最高价为 13.43 元/股，最低 价为 13.31 元/股，已支付的总金额为 5,895,919.00 元（不含交易费用）。本次 回购符合相关法律法规的规定及公司既定的回购股份方案。 三、其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律 监管指引第 7 号——回购股份》等相关规定，在回购期限内根据市场情况择机做 出回购决策并予以实施，同时根据回购股份事项进展情况及时履行信息披露义务， 敬请广大投资者注意投资风险。 关于以集中竞价交易方式首次回购公司股份的公告 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个别及连带责任。 重要内容提示： ...

浙江医药（600216）公告，公司于2025年4月14日董事会审议通过回购股份方案，计划以1亿元至2亿元 资金，通过集中竞价方式回购股份，用于员工持股计划或股权激励。截至2025年5月12日，公司累计回 购44.07万股，占公司总股本的0.05%，回购价格区间为13.31元/股至13.43元/股，累计使用资金589.59万 元(不含交易费用)。本次回购符合相关法律法规及公司既定方案，公司将根据市场情况继续实施回购， 并及时披露相关进展情况。 ...

Group 1 - The company will hold an annual performance briefing for 2024 on May 20, 2025, from 9:30 to 10:30 AM [2][4] - The briefing will be conducted via video and online interaction at the Shanghai Stock Exchange Roadshow Center [3][4] - Investors can submit questions from May 13 to May 19, 2025, and the company will address common concerns during the briefing [2][5] Group 2 - Key participants in the briefing will include the company's president, independent directors, and financial director [4] - The company aims to provide a comprehensive understanding of its 2024 operational results and financial status during the briefing [2][3] - After the briefing, investors can access the main content and details through the Shanghai Stock Exchange Roadshow Center [6]

证券代码：600216 证券简称：浙江医药 公告编号：2025-017 浙江医药股份有限公司 关于召开 2024 年度业绩说明会的公告 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个别及连带责任。 重要内容提示： 投资者可于 2025 年 5 月 13 日(星期二)至 5 月 19 日(星期一)16:00 前登录上 证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 board@zmc-china.com 进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 浙江医药股份有限公司（以下简称"公司"）已于 2025 年 4 月 24 日发布公 司 2024 年年度报告，为便于广大投资者更全面深入地了解公司 2024 年度经营成 果、财务状况，公司计划于 2025 年 5 月 20 日（星期二）9:30-10:30 举行 2024 年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以视频结合网络互动召开，公司将针对 2024 年度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披 ...

Group 1: Market Overview - The three major stock indices experienced narrow fluctuations, with the North Stock 50 Index showing relative strength, while the Shanghai Composite Index fell by 0.05% to 3286.65 points, and the Shenzhen Component Index also dropped by 0.05% to 9849.8 points [1] - The total trading volume in the Shanghai, Shenzhen, and North Stock markets was 10,419 billion, a decrease of 350 billion from the previous day [1] - Sectors such as electricity and insurance declined, while home furnishings, automotive, chemicals, healthcare, agriculture, food and beverage, home appliances, and semiconductors saw gains [1] Group 2: Investment Opportunities in Smart Connected Vehicles - The Ministry of Industry and Information Technology (MIIT) has released key points for automotive standardization by 2025, emphasizing the need to strengthen standards for driving assistance and autonomous driving [2] - CITIC Securities anticipates that companies in the industry chain will focus on improving product maturity and safety, with main manufacturers expected to refine hardware and software architectures [2] - Investment recommendations include leading manufacturers in smart driving development, top suppliers of laser radar, and companies providing testing and simulation services for smart connected vehicles [2] Group 3: Smart Imaging Devices Market - The market for handheld smart imaging devices is projected to reach 36.47 billion in 2023, with a compound annual growth rate (CAGR) of approximately 12.9% from 2023 to 2027, potentially reaching 59.2 billion by 2027 [3] - The panoramic camera market is expected to reach 5 billion, with applications expanding beyond daily life and sports to include video conferencing and robotics [3] - The global market for action cameras is expected to exceed 30 billion in 2023, driven by the rise of outdoor sports [3] Group 4: Vitamin D3 Price Outlook - The price of feed-grade Vitamin D3 is at a historical low, leading to production cuts and supply reductions among some manufacturers [5] - Demand for Vitamin D3 is steadily increasing, with manufacturers reducing output since the beginning of 2024, resulting in historically low inventory levels [5] - Recent price increases have been observed, with significant adjustments in quotes from manufacturers, indicating potential for further price rises [5] Group 5: Consumption Policy and Tax Refunds - The National Taxation Administration has revised the management measures for tax refunds for outbound tourists, simplifying processes and expanding coverage to more small and medium-sized businesses [6] - CITIC Securities estimates that the potential market for tax refunds could reach nearly 100 billion, which may further stimulate consumption and expand domestic demand [6] - Key sectors to watch include traditional retail companies with strong operational capabilities and those involved in consumer infrastructure and travel services [6] Group 6: Electricity Market Developments - The National Development and Reform Commission and the National Energy Administration have announced plans to accelerate the construction of a national electricity spot market, aiming for full coverage by the end of 2025 [8] - Specific timelines have been set for the transition to formal operations in various provinces, with a focus on continuous settlement operations [8] Group 7: Digital Economy Infrastructure - The National Development and Reform Commission is promoting the construction of a national integrated computing network to optimize resource allocation and support the development of the digital economy [9] Group 8: Livestock Production Adjustments - The Ministry of Agriculture and Rural Affairs has issued a plan to adjust and optimize pig production capacity, focusing on monitoring and guiding the market [10]

Group 1 - The core viewpoint of the news indicates that the Artemisinin concept sector experienced a decline of 0.81%, ranking among the top declines in the concept sector [1] - Within the Artemisinin concept sector, major companies such as Kunming Pharmaceutical Group, New Harmony, and Rundu Co., Ltd. saw significant declines, while companies like Baihua Pharmaceutical, China Resources Sanjiu, and Zhejiang Medicine recorded gains of 1.21%, 0.75%, and 0.75% respectively [1] Group 2 - The financial data shows that the Artemisinin concept sector had a net outflow of 96 million yuan, with eight stocks experiencing net outflows, led by Kunming Pharmaceutical Group with a net outflow of 62.05 million yuan [2] - Other companies with notable net outflows include Rundu Co., Ltd. with 11.84 million yuan, Fosun Pharmaceutical with 9.02 million yuan, and Zhejiang Medicine with 6.48 million yuan [2] - Conversely, the stocks with the highest net inflows included Baihua Pharmaceutical and New Harmony, with net inflows of 6.07 million yuan and 1.19 million yuan respectively [2]

Investment Rating - The report maintains a "Buy" rating for the company [1] Core Views - The company has experienced significant growth in revenue and net profit, driven by rising prices and sales volumes of vitamins [6][9] - The vitamin market is expected to continue its upward trend, with potential price increases due to supply-demand dynamics [7] - The company is actively investing in research and development, expanding its pharmaceutical business, which is anticipated to enhance future profitability [8] Summary by Sections Financial Performance - In 2024, the company achieved revenue of 9.4 billion yuan, a year-on-year increase of 20%, and a net profit of 1.16 billion yuan, up 170% year-on-year [4][5] - For Q1 2025, the company reported revenue of 2.26 billion yuan, a slight increase of 0.3% year-on-year, and a net profit of 410 million yuan, up 273% year-on-year [5] Vitamin Market Analysis - The average market prices for domestic VA, VE, and 2% biotin in 2024 were 140 yuan/kg, 102 yuan/kg, and 36 yuan/kg, reflecting year-on-year changes of +65%, +44%, and -14% respectively [6] - In Q1 2025, the average prices for these vitamins were 121 yuan/kg, 136 yuan/kg, and 34.7 yuan/kg, with year-on-year changes of +47%, +107%, and -6% respectively [6] Research and Development - The company invested 749 million yuan in R&D in 2024, focusing on innovative drug development [8] - New products and projects are progressing, including the approval of injectable drugs and the establishment of new production bases [8] Profitability Forecast - The company’s net profit forecasts for 2025, 2026, and 2027 are 1.42 billion yuan, 1.62 billion yuan, and 1.85 billion yuan respectively, with significant upward adjustments of 41% and 53% for 2025 and 2026 [9]

最新披露的一季报显示，报告期 ，浙江医药实现营业收入22.55亿元，同比微增0.28%；净利润4.09亿 元，同比增长273.08%；扣除非经常性损益的净利润（简称"扣非净利润"）4.02亿元，同比增长 279.23%。 扣非净利润与净利润的差距较小，且变动幅度基本一致，说明浙江医药今年前3个月的归母净利润基本 上是来自主营业务。 长江商报消息 主导产品维生素涨价，浙江医药（600216）（600216.SH）业绩增长。 4月23日晚，浙江医药披露的2025年一季度报告显示，前3个月，公司实现营业收入22.55亿元，同比微 增0.28%；归属母公司股东的净利润（以下简称"净利润"）4.09亿元，同比增长273.08%。 2024年，公司实现的营业收入接近94亿元，同比增长逾20%；净利润超过11亿元，同比增长约170%。 经营业绩强劲增长的同时，财务状况继续向好。截至一季度末，公司资产负债率仅为19.51%，一季度 的财务费用为-4071.64万元，同比由正转负。 浙江医药持续向股东派发现金红利。数据显示，上市以来，公司累计向股东派发红利43.81亿元。 首季净利倍增 市场行情向好，浙江医药抓住了机会，经营业 ...