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儿科药增长失速,多位高管2024年薪酬大增!亚宝药业利肺片挂网价差引发关注
公司多位高管2024年薪酬大幅增加 然而,与业绩下滑形成鲜明对比的是,公司董事长以及多名高管大幅增加的薪酬。财报显示,公司董事 长薪酬自2020年以来逐年增加。2024年高达427.49万元,较上一年增加超四成。 亚宝药业(600351)是山西省医药生物行业首家上市公司。2025年上半年,公司坚持"儿科第一、成人 药补充、投资&创新"的战略,围绕"儿科引领,奋楫笃行"的年度经营主旨,以创新为第一驱动力,集 中目标和资源,将产品创新、管理创新、技术创新、营销创新全方位融合,不断提升公司运营效率,推 进产品研发进度,增强儿科产品力和品牌影响力,提高公司的市场占有率。 不过从财务数据来看,公司儿科药增长似乎迎来瓶颈,遭天津市医药采购中心关注,部分药品挂网价格 与日均治疗费用价差较大。 儿科类药物营收占比下滑 公司产品目前主要涵盖儿科领域、慢性病领域及特医领域。其中,儿科领域包括以丁桂儿脐贴、薏芽健 脾凝胶等为代表的共计36个儿童药。2023年及2024年,公司儿科类药物占营收比重明显上升,均超过 30%。然而,2024年公司儿科类、心血管系统药物的营业收入均有下滑,前者下滑8%以上,后者下滑 超过30%。 具体来看 ...
亚宝药业:关于年度审计机构更换签字注册会计师及质量控制复核人的公告
(编辑 任世碧) 证券日报网讯 12月12日晚间,亚宝药业发布公告称,致同会计师事务所(特殊普通合伙)(简称"致同 所")作为公司2025年度财务报告及内部控制的审计机构,原委派张丽雯女士和张林福先生为签字注册 会计师,刘均山先生为项目质量控制复核人。因上述人员工作调整,为更好地完成公司2025年度审计及 质控复核工作,致同所指派刘淑云女士和郭锐先生作为公司2025年度签字注册会计师,指派钱华丽女士 作为公司2025年年报项目质量控制复核人。 ...
亚宝药业(600351) - 亚宝药业集团股份有限公司关于年度审计机构更换签字注册会计师及质量控制复核人的公告
2025-12-12 08:00
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。 亚宝药业集团股份有限公司(以下简称"公司")于 2025 年 4 月 24 日召开第 九届董事会第八次会议,并于 2025 年 5 月 16 日召开 2024 年年度股东大会,审 议通过了《关于续聘会计师事务所的议案》,同意续聘致同会计师事务所(特殊 普通合伙)(以下简称"致同所")作为公司 2025 年度财务报告及内部控制审计机 构 , 具 体 内 容 详 见 公 司 于 2025 年 4 月 26 日 在 上 海 证 券 交 易 所 网 站 (www.sse.com.cn)发布的《亚宝药业集团股份有限公司关于续聘会计师事务所 的公告》(公告编号:2025-012)。 近日,公司收到致同所出具的《关于变更 2025 年度审计签字注册会计师的 告知函》和《关于变更 2025 年度质量控制复核人的告知函》,现就具体情况公告 如下: 一、本次签字注册会计师及项目质量控制复核人变更情况 证券代码:600351 证券简称:亚宝药业 公告编号:2025-049 亚宝药业集团股份有限公司 关 ...
小红日报 | A股震荡下行,标普红利ETF(562060)标的指数微跌0.03%显韧性
Xin Lang Cai Jing· 2025-12-04 01:05
Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of December 3, 2025 [1][4]. - Tianshan Aluminum (002532.SZ) leads with a daily increase of 5.14% and a year-to-date increase of 78.27%, with a dividend yield of 3.08% [1][4]. - Other notable performers include Nanshan Aluminum (600219.SH) with a daily increase of 4.00% and a year-to-date increase of 30.85%, and Shenhuo Co. (000933.SZ) with a daily increase of 3.45% and a year-to-date increase of 57.07% [1][4]. Group 2 - The article provides detailed performance metrics for each stock, including daily increase percentages, year-to-date performance, and dividend yields for the last 12 months [1][4]. - The data indicates a mix of industries represented in the top 20, including aluminum, pharmaceuticals, and logistics, showcasing diverse investment opportunities [1][4]. - The overall trend suggests a positive market sentiment towards these stocks, as indicated by the significant year-to-date increases for many of them [1][4].
“亚宝”“奇强”入选首批山西消费名品名单
Sou Hu Cai Jing· 2025-11-25 16:46
Core Points - The Shanxi Provincial Department of Industry and Information Technology officially announced the first batch of Shanxi Consumer Brands, which includes both regional and enterprise brands [1][4] - A total of 17 brands were selected across four core consumer sectors: food, pharmaceuticals, light industry, and textiles [4] - The selection process adhered to the "2025 Shanxi Consumer Brand Formation Implementation Plan," involving multiple stages such as self-declaration by companies, recommendations from counties, and initial reviews at the city level [4] Company Highlights - Yabao Pharmaceutical Group Co., Ltd. with its brand "Yabao" was selected [4] - Shanxi Coking Coal Yuncheng Salt Chemical Group Co., Ltd. with its brand "Qiqiang" was also included in the list [4] - The selection process ensured that the chosen brands possess both quality strength and market recognition through consultations with various departments, including the Provincial Department of Ecological Environment and the Provincial Department of Commerce [4]
亚宝药业(600351) - 亚宝药业集团股份有限公司关于召开2025年第三季度业绩说明会的公告
2025-11-21 08:00
证券代码:600351 证券简称:亚宝药业 公告编号:2025-048 亚宝药业集团股份有限公司 关于召开 2025 年第三季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法律责任。 重要内容提示: 亚宝药业集团股份有限公司(以下简称"公司")已于 2025 年 10 月 25 日发 布公司 2025 年第三季度报告,为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况,公司计划于 2025 年 12 月 01 日 (星期一) 14:00-15:00 举行 2025 年第三季度业绩说明会,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网络互动形式召开,公司将针对 2025 年第三季度的经 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,在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 董事长:任武贤先生 董事、副总经理、董事会秘书:任蓬勃先生 独立董事:余春江先生 财务总监:左哲峰先生 四、 投资者参加方式 (一)投资者可在 20 ...
A股上市公司回购积极性提升 年内回购金额创下近五年新高
Zheng Quan Ri Bao Wang· 2025-11-19 14:00
Group 1 - The enthusiasm for stock buybacks among A-share listed companies has significantly increased this year, with a total buyback amount reaching 155.88 billion yuan, marking a five-year high [1] - As of November 19, 462 A-share listed companies have announced 509 buyback plans this year, with 128 plans aimed at reducing registered capital, representing 25.14%, an increase from 17.36% in the same period last year [1] - Major companies like CATL and Midea Group have announced substantial buyback plans, indicating a trend of normalizing buybacks as a key measure for market value management [2][3] Group 2 - The proportion of cancellation buybacks is steadily increasing, which is seen as a way to enhance earnings per share and boost market confidence [4] - Recent examples include Yabao Pharmaceutical completing a buyback of 8 million shares at an average price of 6.52 yuan per share, totaling 52.15 million yuan [4] - Experts suggest that the increase in cancellation buybacks is supported by improved profitability and liquidity of listed companies [4] Group 3 - Recommendations to enhance the proportion of cancellation buybacks include regulatory guidance, tax incentives, and improving the process for canceling shares [5] - There is a call for better market awareness and understanding of the value of cancellation buybacks [5]
11月18日晚间重要公告一览
Xi Niu Cai Jing· 2025-11-18 10:20
Group 1 - Shengxin Lithium Energy signed a framework agreement with Huayou Cobalt for the procurement of 221,400 tons of lithium salt products over five years [1] - Wehua New Materials' subsidiary plans to acquire 70% of He Yutai for 154 million yuan [1] - Xiamen Tungsten plans to invest 600 million yuan to establish a wholly-owned subsidiary for a project with an annual production capacity of 50,000 tons of high-performance battery materials [1][2] Group 2 - *ST Songfa's subsidiary signed a shipbuilding contract worth approximately 200-300 million USD for two VLCCs [3] - Hailianxun's stock will resume trading on November 19 after the end of the acquisition request period [5] - Yunnan Energy Investment obtained the development rights for a 25,000 kW wind power project [7] Group 3 - China Resources Double Crane's subsidiary received a drug registration certificate for Oxcarbazepine tablets [8] - Jincheng Pharmaceutical's subsidiary received a CEP certificate for glutathione raw materials [9] - Jinkong Electric plans to transfer 51% of Tongying Thermal Power to an affiliate for 266 million yuan [9] Group 4 - Clean Technology's subsidiary won a bid for a waste incineration power generation project in Thailand with a total investment of up to 4.27 million USD [12] - Tonglian Precision's shareholders set the transfer price for shares at 43.67 yuan each [13] - Hu Nong Commercial Bank's executives collectively purchased 259,100 shares of the company [13] Group 5 - Huatai Medical's subsidiary obtained a medical device registration certificate for polyethylene embolization microspheres [13] - Fosun Pharma's subsidiary's drug registration application was accepted by the National Medical Products Administration [13] - Xianhui Technology signed contracts worth 796 million yuan with multiple subsidiaries of CATL [15] Group 6 - Ningbo Fangzheng signed a strategic cooperation agreement with Huaxiang Qiyuan for the development of various robotic technologies [15] - Ruida Futures' vice president resigned for personal reasons [16] - Samsung Medical is expected to win contracts worth approximately 125 million yuan from the State Grid [17] Group 7 - Tianjin Pharmaceutical's injectable methylprednisolone sodium succinate received registration from Panama's Ministry of Health [19] - Yaxing Anchor Chain plans to invest up to 300 million yuan in a project for deep-sea floating equipment [20] - Zejing Pharmaceutical's clinical trial for ZG006 was approved by the National Medical Products Administration [21] Group 8 - Weiye Co., Ltd. won a bid for a project worth approximately 2.086 billion yuan [23] - Ruimao Tong plans to sell 8.5794 million repurchased shares [25] - Guangge Technology's shareholders plan to reduce their holdings by up to 3.99% [26] Group 9 - Hongsheng Development signed a debt restructuring contract for a total of 2 billion yuan [27][28] - Yatai Co., Ltd. plans to reduce its holdings by up to 1% [30] - Dexin Technology's shareholder plans to reduce its holdings by up to 1% [31] Group 10 - Yaji International's shareholder plans to reduce its holdings by up to 1% [33] - Shenzhen New Star's subsidiary received approval for trial production of a boron trifluoride project [35] - Shengyi Electronics plans to raise up to 2.6 billion yuan through a private placement [36]
亚宝药业逾8700万元出售太原制药部分股权,或影响年度利润
Xin Jing Bao· 2025-11-18 09:01
Core Viewpoint - The company, Yabao Pharmaceutical, is selling 62% of its stake in its loss-making subsidiary, Taiyuan Pharmaceutical, to Shanxi Tongxiang Times Technology, which will result in a significant reduction of the company's financial burden and improve its operational efficiency [1][2][3]. Group 1: Sale of Loss-Making Subsidiary - Taiyuan Pharmaceutical, established in 2003, has been a significant production subsidiary for Yabao Pharmaceutical, but it has not produced any products since August 2024 and has incurred substantial losses [2][4]. - The sale involves transferring 62% of Taiyuan Pharmaceutical's shares for 87.19 million yuan, after which Yabao will retain only a 5% stake, and Taiyuan will no longer be included in Yabao's consolidated financial statements [2][3]. - This transaction is expected to enhance Yabao's profits by approximately 59 million yuan in 2025 [2]. Group 2: Financial Performance and Challenges - Yabao Pharmaceutical's revenue for 2024 was 2.686 billion yuan, a decrease of 7.69% year-on-year, primarily due to declining sales of key products [4]. - In the first three quarters of 2025, Yabao reported revenues of 1.709 billion yuan, down 19.46% year-on-year, and a net profit of 215 million yuan, down 8.44% [4]. - The decline in performance is attributed to the termination of the SY-009 research project and a decrease in sales of core products [4][6]. Group 3: Research and Development Setbacks - SY-009, a drug intended for type 2 diabetes treatment, was under clinical trials but was terminated due to unsatisfactory results, leading to a full impairment of its capitalized development costs amounting to 55.79 million yuan [5][6]. - The decision to halt SY-009's development reflects the company's cautious approach to managing its financial resources amid ongoing performance challenges [6].
亚宝药业“甩卖”子公司,接盘方连续两年“零营收”
Shen Zhen Shang Bao· 2025-11-17 23:29
11月17日晚间,亚宝药业(600351)(600351.SH)公告称,拟将控股子公司亚宝药业太原制药有限公 司(以下简称"太原制药"或"目标公司")62%的股权出售给山西同享时代科技有限公司(以下简称"同 享科技"),交易价格为人民币87,188,740元。本次交易完成后,同享科技持有太原制药95%的股权,公 司持有太原制药5%的股权,太原制药将不再纳入公司合并报表范围内。 截至11月17日收盘,亚宝药业报6.87元/股,公司总市值48.09亿元。 据公告,本次评估选取资产基础法的评估结果作为评估报告最终评估结论,以2025年8月31日为评估基 准日,太原制药净资产账面价值为 5,410.61万元,股东全部权益评估价值为14,062.70万元,评估增值额 8,652.09 万元,增值率159.91%。在评估结果的基础上,经交易双方协商一致,本次交易的太原制药 62%股权作价87,188,740元。 亚宝药业表示,本次交易有利于优化资产结构及资源配置,提高资产运营效率、降低管理成本。经初步 测算,本次交易完成后预计将增加公司2025年度利润总额5,900万元左右(未经审计)。截至目前,太 原制药员工安置已完成 ...