Core Insights - The increasing prevalence of electronic devices has heightened awareness of the potential visual hazards associated with prolonged screen exposure, leading to a surge in demand for lutein as a vital nutrient for eye health [1][3] - The children's market for lutein products has become a competitive battleground, driven by rising concerns among parents regarding children's vision health [1][15] Market Overview - The domestic market for lutein is estimated to reach nearly 6 billion yuan, with a compound annual growth rate (CAGR) of 19.8% from 2020 to 2024, significantly outpacing global market growth [4][3] - The eye care sector is the primary contributor to market growth, with annual sales of lutein soft capsules exceeding 200 million bottles [4] Competitive Landscape - The lutein market is characterized by intense competition across both health food and regular food sectors, with no dominant brand currently leading the market [2][20] - Major players in the extraction and processing segment include Chenguang Biotech, DSM, and Kemin, creating a "three-legged" competitive structure [4] Product Development - The market has seen a rapid increase in the registration of lutein health products, with over 150 products registered, primarily in capsule form [7][8] - Innovative product forms such as gummies and ready-to-drink beverages are gaining popularity, with the market for lutein gummies expected to exceed 1.5 billion yuan by 2024 [11] Consumer Trends - The demand for lutein products is driven by the rising incidence of myopia among children, with the overall myopia rate in Chinese children reaching 51.9% [18] - The average price of imported lutein products is significantly higher than that of domestic products, with imported items often exceeding 100 yuan per unit [17] Regulatory Environment - Lutein products are primarily classified as health foods and must undergo a registration process, as they are not included in the approved health food ingredient directory [9][14] - The lack of a clear definition for dietary supplements in China has led to many imported lutein products being marketed as regular foods, despite their health claims [13] Future Outlook - The lutein market is expected to continue evolving, with a focus on product differentiation and innovation to address the challenges of market saturation and consumer trust [20][22] - Companies are encouraged to invest in research and development to create unique products that can withstand competition and avoid the pitfalls of market homogenization [22]

证券代码：603168 证券简称：莎普爱思 公告编号：临 2025-042 浙江莎普爱思药业股份有限公司 2025 年半年度业绩扭亏为盈的公告 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： 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 1.经财务部门初步测算，预计 2025 年半年度实现归属于母公司所有者的净利润 1,820 万元到 2,730 万元。。 2.预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净利润 1,910 万元到 2,860 万元。 3.本期业绩预告未经注册会计师审计。 二、上年同期经营业绩和财务状况 （一）归属于母公司所有者的净利润：-2,471.69 万元。归属于母公司所有者的扣除 非经常性损益的净利润：-2,508.35 万元。 （二）每股收益：-0.07 元。 业绩预告的具体适用情形：净利润扭亏为盈。 经浙江莎普爱思药业股份有限公司（以下简称"公司"）财务部门初步测算， 公司预计 2025 年半年度实现归属于母公司所有者的净利润 1,820 万元到 ...

证券代码：603168 证券简称：莎普爱思 公告编号：2025-041 浙江莎普爱思药业股份有限公司 关于股东集中竞价减持股份结果公告 本公司董事会、全体董事及相关股东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： ? 大股东持股的基本情况 截至 2025 年 3 月 18 日（减持计划披露日），浙江莎普爱思药业股份有限公 司（以下简称"公司"、"莎普爱思"）大股东陈德康先生持有莎普爱思无限售条 件流通股 46,983,204 股，占莎普爱思总股本的 12.50%。 ? 减持计划的实施结果情况 陈德康先生 2025 年 3 月 18 日减持股份计划的减持时间区间已届满，即自 股份 3,112,200 股。 截 至 2025 年 7 月 8 日 ， 陈 德 康 先 生 持 有 莎 普 爱 思 无 限 售 条 件 流 通 股 一、减持主体减持前基本情况 股东名称 陈德康 控股股东、实控人及一致行动人 □是 √否 直接持股 5%以上股东 √是 □否 股东身份 董事、监事和高级管理人员 □是 √否 其他：/ 持股数量 46,983,204股 ...

证券代码：603168 证券简称：莎普爱思 公告编号：2025-041 浙江莎普爱思药业股份有限公司 关于股东集中竞价减持股份结果公告 本公司董事会、全体董事及相关股东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： 大股东持股的基本情况 截至 2025 年 3 月 18 日（减持计划披露日），浙江莎普爱思药业股份有限公 司（以下简称"公司"、"莎普爱思"）大股东陈德康先生持有莎普爱思无限售条 件流通股 46,983,204 股，占莎普爱思总股本的 12.50%。 减持计划的实施结果情况 陈德康先生 2025 年 3 月 18 日减持股份计划的减持时间区间已届满，即自 2025 年 4 月 9 日至 2025 年 7 月 8 日期间，通过集中竞价交易方式减持莎普爱思 股份 3,112,200 股。 截至 2025 年 7 月 8 日，陈德康先生持有莎普爱思无限售条件流通股 43,871,004 股，占莎普爱思总股本 375,925,005 股的 11.67%。 | 股东名称 | 陈德康 | | | | --- | --- | --- ...

Core Viewpoint - Zhejiang Shapuaisi Pharmaceutical Co., Ltd. received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 annual report, prompting an independent opinion on its investment activities [1] Group 1: Investment in Shanghai Xinhong - The company, along with partners, invested 460 million yuan in Shanghai Xinhong Pharmaceutical Co., with Shapuaisi contributing 160 million yuan for a 34.7% stake [2] - The investment partners included Fujian Kangcheng Pharmaceutical Co. and Hainan Anxi Pharmaceutical Co., contributing 195 million yuan and 100 million yuan, respectively [2] - The controlling shareholder of Biogate changed from Lin Yanhua to Lin Hongyuan, Lin Hongli, and two others after the acquisition [2] Group 2: Biogate's Financial Performance - Biogate's revenue over the past three years was 587 million yuan, 622 million yuan, and 516 million yuan, with net profits of -49 million yuan, -12 million yuan, and -74 million yuan [2] - The stock price of Biogate increased significantly from 6.5 yuan per share on November 21, 2023, to 14 yuan per share on January 8, 2024, prior to the acquisition [2] Group 3: Independent Directors' Opinion - The independent directors confirmed that the investment followed necessary internal review procedures and that the transaction price was fair, not harming the interests of the company or minority shareholders [3] - The directors stated that the investment did not violate relevant regulations and did not constitute a significant undisclosed matter [3]

Core Viewpoint - The company, Zhejiang Shapuaisi Pharmaceutical Co., Ltd., has responded to the Shanghai Stock Exchange's inquiry regarding its 2024 annual report, particularly focusing on its investment in Shanghai Xinhong Pharmaceutical Co., Ltd. and the acquisition of shares in Yunnan Biological Valley Pharmaceutical Co., Ltd. [1][2] Investment in Shanghai Xinhong - The company, along with partners, invested a total of 460 million yuan in Shanghai Xinhong, with the company contributing 160 million yuan for a 34.7% stake [1][2] - The investment aims to leverage synergies between the company and Yunnan Biological Valley, which specializes in traditional Chinese medicine, particularly in cardiovascular disease treatments [2][4] Financial Performance of Yunnan Biological Valley - Yunnan Biological Valley reported revenues of 587 million yuan, 622 million yuan, and 516 million yuan over the last three years, with net losses of 49 million yuan, 12 million yuan, and 74 million yuan respectively [1][2] - The company recognized an investment loss of 7.22 million yuan related to its stake in Shanghai Xinhong due to Yunnan Biological Valley's losses in 2024 [1][2] Market Context - The increasing prevalence of cardiovascular diseases in China, with 330 million patients reported, highlights a growing market for related pharmaceuticals, particularly traditional Chinese medicine [4][3] - The company anticipates significant growth in the market for cardiovascular traditional Chinese medicine products, driven by an aging population and rising health awareness [4][3] Internal Decision-Making and Compliance - The company asserts that its investment decisions followed internal procedures compliant with the Company Law and relevant regulations, and the investment amount did not exceed 10% of its audited net assets [11][12] - Independent directors have confirmed that the investment process was conducted properly and did not harm the interests of the company or its minority shareholders [11][12] Other Investments - As of the end of 2024, the company reported long-term equity investments totaling 307 million yuan and other non-current financial assets of 20.4 million yuan, with additional investments in various pharmaceutical companies [12][15] - The company has engaged in risk investments, purchasing stocks worth 1.079 billion yuan and selling stocks worth 940 million yuan, resulting in a loss of 25 million yuan [12][15]

公司收到《问询函》后高度重视，积极组织相关人员就《问询函》内容进行 讨论分析，并会同审计机构天健会计师事务所（特殊普通合伙）就《问询函》所 提的问题进行逐项落实，现就《问询函》中的有关问题回复如下： 一、关于投资生物谷 公开信息显示，2023 年 12 月 31 日、2024 年 1 月 17 日公司联合福建康成 医药有限公司、海南安玺药业有限公司、吴振翰共同出资 4.6 亿元，投资上海新 弘医药有限公司（以下简称上海新弘），其中公司出资 1.6 亿元，占股 34.7%， 福建康成和海南安玺分别出资 1.95 亿元和1 亿元，占股分别为 42.48%和 21.78%。 2024 年 1 月 9 日，上海新弘通过司法拍卖以 4.56 亿元竞拍取得生物谷控股股东 深圳市金沙江投资有限公司及前实控人林艳和持有的 26.49%生物谷股票，成交 价分别为 13.91 元/股和 13.97 元/股。本次交易后，生物谷实控人由林艳和变 更为公司实控人林弘远、林弘立和其他两方王蕊、罗诚共同控制，董事长为林弘 威。收购前生物谷股价涨幅较大，股价自 2023 年 11 月 21 日的 6.5 元/股上涨 至 2024 年 1 月 ...

请公司补充披露：（1）结合生物谷和公司业务协同作用、实际业绩、投资 损益情况，说明公司联合相关方共同投资上海新弘并受让取得生物谷股票的背 景和原因，其他两方投资上海新弘的资金来源，公司实控人林弘远、林弘立及 其家族控制的企业与王蕊、罗诚、林艳和各自控制的企业之间在本次合作前是 否存在合作关系或潜在利益安排，本次交易是否实质构成关联交易；（2）上海 新弘收购生物谷前生物谷股价大幅上涨，公司投入 1.6 亿元通过上海新弘以近 乎最高价竞拍取得生物谷股票的原因，相关安排是否存在变相利益输送；（3） 公司对上述对外投资事项履行的内部决策程序，是否符合《公司法》及《上市 公司章程指引》的规定，相关投资事项是否属于应披露未披露的重大事项。请 独立董事发表意见。 证券代码：603168 证券简称：莎普爱思 公告编号：临 2025-040 浙江莎普爱思药业股份有限公司 关于上海证券交易所对公司 2024 年年度报告的 事后审核问询函的回复公告 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。 浙江莎普爱思药业股份有限公司（以下简称"本公司 ...

万隆(上海)资产评估有限公司 1 关于上海证券交易所《关于浙江莎普爱恩药业股份有限公司 2024 年年度报告的事后审核问询函》的回复 上海证券交易所上市公司管理一部: 由浙江莎普爱思药业股份有限公司(以下简称莎普爱思)转来贵部2025年5 月 29 日出具的《关于浙江莎普爱恩药业股份有限公司 2024年年度报告的事后审 核问询函》(上证公函[2025]0692 号,以下简称问询函)收悉。我们对问询函所 提及莎普爱思关于商誉需评估师发表意见事项进行了审慎核查,现汇报说明如下: 问题四:关于商誉。年报显示,公司商誉期末余额为 3.88亿元,分别为 2020 年和 2023 年以现金向实控人收购的妇儿医药和青岛视康医院(以下简称青岛视康 或标的医院)形成的商誉 3.36 亿元和 0.52 亿元,收购对价分别为 5.02 亿元和 0.67 亿元。截至 2024 年末商誉减值余额分别为 0.53 亿元和 0.03 亿元,其中本 期分别计提 0.3 亿元和 0.03 亿元。妇儿医药的业绩承诺期为 2020年至 2022年, 以扣非前后孰低净利润为指标,承诺业绩分别不低于 0.31 亿元、0.38亿元、0.41 亿元,实际 ...

浙江莎普爱思药业股份有限公司 生物谷前生物谷股价大幅上涨，公司投入 1.6 亿元通过上海新弘以近乎最高价 竞拍取得生物谷股票的原因，相关安排是否存在变相利益输送；（3）公司对上述 对外投资事项履行的内部决策程序，是否符合《公司法》及《上市公司章程指引》 的规定，相关投资事项是否属于应披露未披露的重大事项。请独立董事发表意见。 独立董事意见： 作为公司的独立董事，我们本着认真负责、实事求是的态度，对上述对外投 资情况进行了认真的了解和查验，我们认为，公司本次对外投资事项履行了必要 的内部审核程序，交易价格客观公允，没有损害公司及中小股东的利益，不存在 违反《上海证券交易所股票上市规则》《公司法》及《上市公司章程指引》规定 的情形，不属于应披露未披露的重大事项。 （以下无正文） (此页无正文,为浙江莎普爱思药业股份有限公司独立董事关于上海证券交易所 问询函所涉事项的独立意见签署页) 关于上海证券交易所问询函所涉事项的独立意见 浙江莎普爱思药业股份有限公司（以下简称"公司"）于 2025 年 5 月 29 日 收到上海证券交易所《关于浙江莎普爱思药业股份有限公司 2024 年年度报告的 事后审核问询函》（上证公函【 ...