证券代码：600267 证券简称：海正药业 公告编号：临 2025-27 号 芬苯达唑内服混悬液是海正动保公司等 12 家公司共同研制的首家获批的五 类新兽药。芬苯达唑属苯并咪唑类驱虫药，适用于治疗猪蛔虫（成虫前幼虫及成 虫）、食道口线虫（成虫）和鞭虫（成虫）感染。 2025 年 1 月 11 日，中华人民共和国农业农村部受理了海正动保公司递交的 芬苯达唑内服混悬液兽药产品批准文号申请。 浙江海正药业股份有限公司 关于子公司获得兽药产品批准文号批件的公告 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。 近日，浙江海正药业股份有限公司（以下简称"公司"）控股子公司浙江海 正动物保健品有限公司（以下简称"海正动保公司"）收到中华人民共和国农业 农村部核准签发的芬苯达唑内服混悬液兽药产品批准文号批件。现就相关情况公 告如下： 一、批件基本信息 通用名称：芬苯达唑内服混悬液 兽药产品批准文号：兽药字 110807959 批准文号有效期：2025-04-25 至 2030-04-24 商品名称：舒求肥 含量规格：20% 企业名称：浙江海 ...

Core Viewpoint - Zhejiang Hai Zheng Animal Health Products Co., Ltd., a subsidiary of Hai Zheng Pharmaceutical (600267), has received approval from the Ministry of Agriculture and Rural Affairs for its fenbendazole oral suspension veterinary drug, which will enhance the company's product line and market competitiveness in the veterinary medicine sector [1] Group 1 - The approved product is classified as a Category V new veterinary drug, effective from April 25, 2025, to April 24, 2030 [1] - The drug is intended for the treatment of infections caused by pig roundworms, esophageal worms, and whipworms [1] - The application for the approval was submitted on January 11, 2025, indicating a proactive approach by the company in expanding its veterinary product offerings [1]

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]

Core Viewpoint - Zhejiang Hai Zheng Pharmaceutical Co., Ltd. has received approval from the National Medical Products Administration for its drug, Dihydrosulfonyladenosine Methionine Enteric-Coated Tablets, which has passed the consistency evaluation for generic drug quality and efficacy [1][2]. Group 1: Drug Information - The drug is named Dihydrosulfonyladenosine Methionine Enteric-Coated Tablets, in tablet form, with a specification of 0.5g [1]. - The original product was developed by Abbott, and the main domestic manufacturers include Hai Zheng Pharmaceutical and Zhejiang Prolong Pharmaceutical Co., Ltd. [2]. - The global sales of Dihydrosulfonyladenosine Methionine Enteric-Coated Tablets are projected to be approximately $17.04 million in 2024, with domestic sales around $3.84 million [2]. Group 2: Financial Investment - The company anticipates a sales revenue of approximately 145 million RMB for the Dihydrosulfonyladenosine Methionine Enteric-Coated Tablets in 2024 [2]. - The company has invested about 25.23 million RMB in the consistency evaluation for this drug [2]. Group 3: Market Impact - The approval of the drug through the consistency evaluation is expected to enhance its market share and competitiveness due to increased support in medical insurance payments and procurement by medical institutions [4].

证券代码：600267 证券简称：海正药业 公告编号：临 2025-26 号 浙江海正药业股份有限公司 关于公司药品通过仿制药一致性评价的公告 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。 近日，浙江海正药业股份有限公司（以下简称"公司"或"海正药业"）收 到国家药品监督管理局（以下简称"国家药监局"）核准签发的丁二磺酸腺苷蛋 氨酸肠溶片《药品补充申请批准通知书》，公司药品丁二磺酸腺苷蛋氨酸肠溶片 已通过仿制药质量和疗效一致性评价。现就相关情况公告如下： 一、药品的基本情况 药品名称：丁二磺酸腺苷蛋氨酸肠溶片 剂型：片剂 注册分类：化学药品 上市许可持有人：浙江海正药业股份有限公司 生产企业：浙江海正药业股份有限公司 受理号：CYHB2450105 通知书编号：2025B01724 原药品批准文号：国药准字 H20133197 申请内容：仿制药质量和疗效一致性评价 审批结论：根据《中华人民共和国药品管理法》、《国务院关于改革药品医 疗器械审评审批制度的意见》(国发〔2015〕44 号)和《关于仿制药质量和疗效 一致性评价工作 ...

Core Viewpoint - The company has successfully passed the consistency evaluation of the quality and efficacy of its generic drug, Adenosine Methionine Disulfate Enteric-Coated Tablets, which is indicated for cholestasis due to liver cirrhosis [1] Group 1: Product Information - The drug is suitable for pre-cirrhosis and cholestasis caused by liver cirrhosis [1] - The original product was developed by Abbott Laboratories [1] Group 2: Market Potential - The global sales forecast for the drug in 2024 is approximately $170 million, with domestic sales expected to be around $38.4 million [1] - The company's projected sales for 2024 are about 145 million RMB [1]

Core Insights - As of April 21, 2024, 2,246 companies have released their annual reports, with 1,197 reporting a year-on-year increase in net profit, while 1,049 reported a decline [1] - A total of 1,341 companies saw an increase in operating revenue, whereas 904 experienced a decrease [1] - Companies that reported simultaneous growth in both net profit and operating revenue include 940 firms, while 648 companies saw declines in both metrics [1] - Notably, 234 companies achieved a net profit growth rate exceeding 100%, with Zhengdan Co., Ltd. leading at an impressive 11,949.39% increase [1] Company Performance Summary - Zhengdan Co., Ltd. (300641) reported earnings per share of 2.35 yuan, with a net profit of 1,189.89 million yuan, reflecting a year-on-year increase of 11,949.39%, and operating revenue of 348.02 million yuan, up 126.31% [1] - Guangxi Energy (600310) reported earnings per share of 0.043 yuan, with a net profit of 62.99 million yuan, a significant increase of 3,704.04%, but a decline in operating revenue by 76.48% to 393.16 million yuan [1] - Siwei (688213) achieved earnings per share of 0.98 yuan, with a net profit of 39.27 million yuan, marking a 2,662.76% increase, and operating revenue of 596.81 million yuan, up 108.87% [1] - Other notable performers include Andis (600299) with a net profit of 120.43 million yuan (up 2,208.66%) and operating revenue of 1,553.43 million yuan (up 17.83%) [1] - Companies like Huabei Pharmaceutical (600812) and Jiangsu Suo (600746) also reported significant changes in their financial metrics, with varying trends in net profit and operating revenue [1][2]

Core Viewpoint - The company is actively engaging with investors to discuss its strategic direction, focusing on research and development in innovative drugs, generic drugs, raw materials, and medical aesthetics, while also emphasizing the importance of synthetic biology in its growth strategy [1][2]. Group 1: R&D Strategy - The company has established a systematic and efficient R&D project initiation mechanism, focusing on three core areas: innovative drugs, generic drugs, and raw materials, along with medical aesthetics [1]. - The R&D strategy is driven by the dual focus on clinical and market value, aiming to create a well-structured R&D pipeline that emphasizes differentiated advantages and market competitiveness [2]. - The Shanghai Innovation Drug R&D Center is a key strategic asset, focusing on cutting-edge technologies such as small nucleic acids and AI-assisted R&D, with completion expected this year [3]. Group 2: Financial Performance and Projections - The company anticipates a reduction in unit product depreciation costs as production capacity utilization increases, following a peak in depreciation last year [4]. - A 50% provision for bad debts has been made for accounts receivable from Puli Pharmaceutical due to its ongoing delisting process and potential litigation risks [5]. Group 3: Product and Market Development - The company’s product "Tezhixing" is fully utilized with a commercial inventory cycle of about three days, indicating strong demand, and an expansion project is expected to be operational by mid-next year [5]. - The CSO product line, particularly "Niuzaili" and "Jierun," is expected to see significant growth due to demographic trends and improved accessibility through distribution adjustments [5]. Group 4: Animal Health Business - The company has a 31-year history in the animal health sector, with a shift towards pet medications expected to account for over 50% of sales by 2025, positioning it as a leading brand in the domestic pet medicine market [6]. - The company is focused on solidifying performance in its animal health segment, with plans for potential future public offerings subject to regulatory compliance [6]. Group 5: International Expansion - The company views the global market as an opportunity, with a strategy to integrate international operations across regions such as Brazil, the Middle East, and Eastern Europe, while also preparing for markets in Japan and Southeast Asia [7]. - The international business strategy includes not only exports but also establishing overseas manufacturing and leveraging e-commerce [7]. Group 6: Synthetic Biology and Differentiation - The company’s approach to synthetic biology is based on leveraging existing industrial capabilities, with product launches expected as early as the second half of this year [8]. - The company aims to differentiate itself from leading innovative drug firms by focusing on solidifying its industrial foundation and pursuing a unique strategy in synthetic biology and high-end manufacturing [8][9].

证券代码：600267 证券简称：海正药业 公告编号：临 2025-25 号 浙江海正药业股份有限公司 关于投资者接待日活动举办情况的公告 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。 公司始终坚守"临床价值与市场价值双轮驱动"的核心理念，精心规划研发 战略版图：以人用药研发为核心，医美大健康和动物保健作为两大重要发展翼， 全力塑造"大海正制药集团"的卓越品牌形象。通过精准锚定研发方向，以高效 的推进策略，打造出结构合理、层次分明的研发管线体系。这一体系将以上市拳 头产品为核心，兼具差异化优势、创新特质与市场竞争力，形成可持续发展的良 性循环。 此外，结合合成生物学广阔的市场前景，以及公司自身的战略发展规划，公 司正积极布局该领域。依托在生物制造领域深厚的产业技术转化能力与强大的产 能优势，公司将通过自主创新研发与外部资源合作双轨并行的模式，加快推动一 批产业化项目落地，抢占行业发展先机。 问题二：请介绍下上海研发中心的建设情况？ 浙江海正药业股份有限公司（以下简称"公司"）投资者接待日活动于2025 年4月18日（星期五） ...

证券代码：600267 证券简称：海正药业 公告编号：临 2025-19 号 浙江海正药业股份有限公司 2024 年年度股东大会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东大会召开的时间：2025 年 4 月 18 日 | 1、出席会议的股东和代理人人数 | 225 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 476,618,428 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 40.7829 | 注：截止本次股东大会股权登记日，公司总股本为 1,198,848,196 股，其中公司回购专用账 户的股份数量为 30,176,300 股，该等回购的股份不享有表决权，故本次股东大会享有表决权 的股份总数为 1,168,671,896 股。 (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 (二)股东大会召开的地点：浙江海正 ...