Group 1 - The core point of the article is that Shandong Lukang Pharmaceutical Co., Ltd. has been selected for the national centralized drug procurement, which includes products like injectable cefoperazone sodium [1] - For the year 2024, the revenue composition of Lukang Pharmaceutical is as follows: human antibiotics account for 54.29%, veterinary antibiotics account for 39.72%, other products account for 4.89%, and other businesses account for 1.1% [1] - As of the report date, the market capitalization of Lukang Pharmaceutical is 9.3 billion yuan [1]

证券代码：600789 证券简称：鲁抗医药 公告编号：2025-052 山东鲁抗医药股份有限公司 关于公司及控股子公司参与第十一批全国药品集中采购 中选的公告 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，国家组织药品联合采购办公室发布《关于公布全国药品集中采购 （GY-YD2025-1）中选结果的通知》，山东鲁抗医药股份有限公司（以下简称"公 司"）及控股子公司山东鲁抗医药集团赛特有限责任公司(以下简称"赛特公司") 部分药品中选本次集中采购。现将相关情况公告如下： | 公司 | 品种 | 适应症 | 代表 | 中选价 | 供应省 | | --- | --- | --- | --- | --- | --- | | 名称 | 名称 | | 规格 | 格 | （区） | | | 注射 | 敏感菌所致的下呼吸道感染、尿路感 染、腹腔感染、盆腔感染、败血症、 | | | | | | 用头 | 皮肤软组织感染、骨和关节感染、肺 | 1.0g | 3.8 元/ | 无 | | | 孢唑 | | | 支 | | | | 肟钠 | ...

Core Viewpoint - Recently, the National Organization for Drug Procurement Office announced the results of the national centralized drug procurement, in which the company and its subsidiary, Shandong Lukang Pharmaceutical Group Saiter Co., Ltd., have won bids for certain drugs [1] Group 1 - The company, Lukang Pharmaceutical (600789.SH), has been selected in the recent centralized procurement process [1] - The procurement results were published in a notification regarding the national centralized drug procurement (GY-YD2025-1) [1] - The subsidiary involved in the procurement is Shandong Lukang Pharmaceutical Group Saiter Co., Ltd. [1]

Core Viewpoint - Lu Kang Pharmaceutical (600789.SH) and its subsidiary, Shandong Lukang Pharmaceutical Group Saiter Co., Ltd., have successfully won bids for several drugs in the recent centralized procurement process, indicating a positive development for the company's market position and revenue potential [1] Group 1 - The selected products include: injectable cefazolin sodium, dapagliflozin tablets, adenosylcobalamin capsules, and mesobalamin injection [1] - The total sales revenue for the selected products in 2024 is projected to be 405 million yuan [1]

Core Viewpoint - LuKang Pharmaceutical (600789.SH) and its subsidiary, Shandong Lukang Pharmaceutical Group Sait Company, have successfully won bids for several drugs in the recent centralized procurement process, indicating a positive development for the company's market position and revenue potential [1] Group 1 - The selected products include: Cefoperazone Sodium for Injection, Dapagliflozin Tablets, Adenosylcobalamin Capsules, and Mesobam Injection [1] - The total sales revenue for the selected products in 2024 is projected to be 405 million yuan [1]

Core Viewpoint - The announcement indicates that the company and its subsidiary have successfully won bids in the national centralized drug procurement, which is expected to contribute significantly to their revenue in the upcoming years [1] Group 1: Procurement Results - The company and its subsidiary, Shandong Lukang Pharmaceutical Group Set Co., Ltd., have been selected for the national centralized procurement of drugs [1] - The total sales revenue from the selected products for the year 2024 is projected to be 405 million yuan, accounting for approximately 6.49% of the company's total revenue for that year [1] - For the first half of 2025, the expected sales revenue from these products is 225 million yuan, representing about 7.14% of the company's revenue for that period [1]

Company Relationships - Lukang Pharmaceutical had a joint venture with Lixin Company, which previously collaborated on a thesis, but sold all equity and exited in the 2010s [1] - The relationship between Lukang Pharmaceutical and Lixin Company is considered relevant but not current [1]

Company Overview - Luyou Pharmaceutical was established on February 15, 1993, and listed on the Shanghai Stock Exchange on February 26, 1997. It is one of the four major antibiotic production bases in China, with a complete pharmaceutical industry chain and strong technical capabilities in chemical pharmaceuticals [1] Financial Performance - As of Q3 2025, Luyou Pharmaceutical reported revenue of 4.624 billion yuan, ranking 16th among 110 companies in the industry. The top company, East China Pharmaceutical, had revenue of 32.664 billion yuan, while the industry average was 2.8 billion yuan [2] - The net profit for the same period was 147 million yuan, placing the company 42nd in the industry. The leading company, Hengrui Medicine, reported a net profit of 5.76 billion yuan, with the industry average at 299 million yuan [2] Financial Ratios - The debt-to-asset ratio for Luyou Pharmaceutical as of Q3 2025 was 53.44%, down from 55.92% year-on-year, which is higher than the industry average of 35.26% [3] - The gross profit margin for the same period was 21.71%, slightly down from 21.82% year-on-year, and significantly lower than the industry average of 57.17% [3] Executive Compensation - The chairman, Peng Xin, received a salary of 1.1436 million yuan in 2024, a decrease of 223,100 yuan from 2023. The general manager, Dong Kun, earned 1.0301 million yuan, down 100,300 yuan from the previous year [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 8.54% to 113,500. The average number of circulating A-shares held per shareholder increased by 9.33% to 7,915.14 [5]

Core Points - The board of directors and senior management of the company guarantee the authenticity, accuracy, and completeness of the quarterly report, and they bear legal responsibility for any false records, misleading statements, or significant omissions [1] - The quarterly financial report has not been audited, and there are no non-standard opinions from auditors [2] - The company has identified non-recurring gains and losses, and it is applicable to disclose significant items that are not listed in the relevant announcement [3] - There are changes in major accounting data and financial indicators, and the reasons for these changes are applicable to be disclosed [4] - The company has provided information regarding the total number of ordinary shareholders and the top ten shareholders, but there are no changes due to securities lending [5] - The financial statements, including the consolidated balance sheet, profit statement, and cash flow statement, are prepared by the company and are unaudited [6]

Core Insights - Lu Kang Pharmaceutical (600789.SH) reported a total operating revenue of 4.624 billion yuan for the first three quarters of 2025, representing a year-on-year decrease of 0.91% [1] - The net profit attributable to shareholders of the parent company was 141 million yuan, down 59.32% year-on-year [1] - The basic earnings per share stood at 0.16 yuan [1]