财务状况 商誉减值已成为公司业绩的重要扰动因素。截至2024年末，公司商誉账面价值3.32亿元，占总资产 15.77%，未来若医院业务不及预期，可能进一步计提减值，影响盈利稳定性。 业务进展情况 公司业务方面，硫酸阿托品滴眼液III期临床试验已完成受试者入组(2025年05月公告)，但后续审批结果 尚未公布。同时，医药行业受人口老龄化及政策支持，长期前景需关注公司产品创新与渠道建设进展。 经济观察网莎普爱思（603168）发布2025年业绩预亏公告，预计归母净利润亏损2.13亿元至3.19亿元， 主要因对两家医院计提商誉减值准备。同时，公司股东存在减持行为，且近期主力资金流向出现波动。 业绩经营情况 根据莎普爱思2026年01月29日公告，公司预计2025年归母净利润亏损2.13亿元至3.19亿元，主要原因为 对下属两家医院(泰州市妇女儿童医院和青岛视康眼科医院)计提商誉减值准备。此次减值受宏观经济、 行业竞争及政策变化影响。公司2025年前三季度虽实现净利润2763.22万元(同比增长189.85%)，但全年 业绩因减值拖累转亏。 股价与资金表现 股东减持行为持续受到市场关注。例如，2026年01月09日公 ...

Group 1: Profit Forecasts - Dongcai Technology expects a net profit of approximately 300 million yuan for 2025, representing a year-on-year increase of about 65.73% [1] - Aerospace Electronics anticipates a net profit of 192 million to 247 million yuan for 2025, a decrease of 55% to 65% year-on-year [2] - Oulai New Materials forecasts a loss of 33 million to 48 million yuan for 2025, compared to a profit of 28.17 million yuan in the previous year [3] - Jiu Ding New Materials projects a net profit of 85 million to 98 million yuan for 2025, reflecting a year-on-year increase of 187.68% to 231.68% [5] - Chuan Yi Technology expects a net profit of 78 million to 103 million yuan for 2025, reversing a loss of 73.47 million yuan from the previous year [6] - Ju Yi Technology anticipates a net profit of 70 million to 105 million yuan for 2025, representing a year-on-year increase of 228.36% to 392.54% [7] - ST Xifa forecasts a net profit of 110 million to 160 million yuan for 2025, a year-on-year increase of 319.91% to 510.77% [19] - Light Media expects a net profit of approximately 1.5 billion to 1.9 billion yuan for 2025, reflecting a year-on-year increase of 413.67% to 550.65% [34] - Tianqi Lithium anticipates a profit of 369 million to 553 million yuan for 2025, compared to a loss of 7.905 billion yuan in the previous year [31] Group 2: Loss Forecasts - Star Ring Technology expects a loss of 220 million to 250 million yuan for 2025, with a projected revenue of 420 million to 450 million yuan, a year-on-year increase of 13.06% to 21.13% [9] - Filinger anticipates a loss of 65 million to 85 million yuan for 2025, compared to a loss of 37.31 million yuan in the previous year [10] - Jiahe Meikang forecasts a loss of 240 million to 280 million yuan for 2025, compared to a loss of 256 million yuan in the previous year [11] - Light Textile City expects a loss of 15 million to 22.5 million yuan for 2025 [23] - Ailon Technology anticipates a profit of 14.96 million to 22.44 million yuan for 2025, reversing a loss of 21.70 million yuan from the previous year [24] - ST Yun Chuang forecasts a loss of 139 million to 149 million yuan for 2025, with projected revenue of 53.5 million to 57.5 million yuan, a year-on-year increase of 6.15% to 14.09% [42] - Meike Home expects a loss of 1.2 billion to 1.8 billion yuan for 2025, compared to a loss of 864 million yuan in the previous year [36] Group 3: Shareholder Actions - Huafeng Chemical announced that shareholders plan to reduce their holdings by no more than 0.73% of the company's shares [8] - Naxinwei disclosed that shareholders plan to reduce their holdings by no more than 1.75% of the company's shares [12] - Shikong Technology announced that a shareholder plans to reduce their holdings by no more than 3% of the company's shares [13] - Yandong Micro disclosed that a shareholder plans to reduce their holdings by no more than 1% of the company's shares [37] - Daily Interaction announced that shareholders plan to reduce their holdings by no more than 0.135% of the company's shares [41]

证券代码：603168 证券简称：莎普爱思 公告编号：临2026-004 浙江莎普爱思药业股份有限公司 2025年度业绩预亏公告 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。 2.预计2025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-34,200.00万元到-22,800.00万 元。 重要内容提示： ● 业绩预告的具体适用情形：净利润为负值 ● 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年度实现归 属于母公司所有者的净利润-31,920.00万元到-21,280.00万元。 ● 公司预计2025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-34,200.00万元到-22,800.00 万元。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 1.经财务部门初步测算，预计2025年度实现归属于母公司所有者的净利润-31,920.00万元到-21,280.00万 元。 3.本期业绩预告未经注册会计师审计。 二 ...

莎普爱思表示，受外部宏观经济、行业竞争格局加剧等影响下，公司结合内外部环境与下属两家医院实 际及预期经营情况、医疗行业政策变化等综合因素考虑，基于谨慎性原则，对两家医院形成的商誉计提 了商誉减值准备，对本报告期业绩造成较大影响，是导致本期业绩预亏的主要原因。 北京商报讯（记者 丁宁）1月29日晚间，莎普爱思（603168）发布2025年度业绩预亏公告显示，经财务 部门初步测算，公司预计2025年实现归属净利润-2.13亿元到-3.19亿元。 ...

南财智讯1月29日电，莎普爱思发布业绩预亏公告，公司预计2025年度实现归属于母公司所有者的净利 润-31920.00万元到-21280.00万元。2025年度，公司业绩预亏的主要原因：主营业务影响：公司为积极 应对市场环境变化，加大市场开拓力度，积极优化营销策略，主营业务保持稳健的发展。大额减值计 提：受外部宏观经济、行业竞争格局加剧等影响下，公司结合内外部环境与下属两家医院实际及预期经 营情况、医疗行业政策变化等综合因素考虑，基于谨慎性原则，对两家医院形成的商誉计提了商誉减值 准备，对本报告期业绩造成较大影响，是导致本期业绩预亏的主要原因。 ...

Core Viewpoint - The company, Shapais, expects a net loss attributable to the parent company owners in the range of 213 million to 319 million yuan for the fiscal year 2025, primarily due to external macroeconomic factors and intensified industry competition [1] Group 1 - The company has assessed its operational situation and the expected performance of its two hospitals, taking into account changes in medical industry policies and other comprehensive factors [1] - A significant impact on the current reporting period's performance is attributed to the recognition of goodwill impairment for the two hospitals, which is the main reason for the anticipated net loss [1]

莎普爱思1月29日公告，预计2025年归母净利润亏损2.13亿元到3.19亿元，上年同期亏损1.23亿元。受外 部宏观经济、行业竞争格局加剧等影响下，公司结合内外部环境与下属两家医院实际及预期经营情况、 医疗行业政策变化等综合因素考虑，基于谨慎性原则，对两家医院形成的商誉计提了商誉减值准备，对 本报告期业绩造成较大影响，是导致本期业绩预亏的主要原因。 ...

Market Overview - The Shanghai Composite Index closed at 4114.00 points, above the annual line, with a change of 0.29% [1] - The total trading volume of A-shares reached 27,322.16 million yuan [1] Stocks Breaking Annual Line - A total of 129 A-shares have surpassed the annual line today [1] - Notable stocks with significant deviation rates include: - Xinlicheng (8.92%) - Junzheng Group (8.59%) - Tiandi Online (7.60%) [1] Stock Performance Details - The following stocks showed notable performance: - Xinlicheng: Today's change of 9.83%, turnover rate of 9.53%, latest price at 2.57 yuan [1] - Junzheng Group: Today's change of 8.68%, turnover rate of 5.01%, latest price at 5.76 yuan [1] - Tiandi Online: Today's change of 9.99%, turnover rate of 7.71%, latest price at 20.26 yuan [1] - Other stocks with smaller deviation rates include: - Hemai Co., Ltd. - Wukuang Capital - Huadian Liaoning Energy [1]

Core Viewpoint - Zhejiang Shapuaisi Pharmaceutical Co., Ltd. has received approval for the supplementary application of Diflunisal tablets, which enhances the company's product line and market competitiveness [1][5]. Group 1: Drug Approval Details - Drug Name: Diflunisal Tablets [2][3] - Dosage Form: Tablet [2][3] - Specifications: 0.25g and 0.5g [2][3] - Registration Category: Chemical Drug [2][3] - License Holder and Manufacturer: Zhejiang Shapuaisi Pharmaceutical Co., Ltd. [2][3] - Approval Conclusion: The drug has passed the consistency evaluation of generic drug quality and efficacy [1][2]. Group 2: R&D Investment - The cumulative R&D investment for the Diflunisal tablet project is approximately 7.1492 million RMB [4]. Group 3: Market Impact - The approval of Diflunisal tablets is expected to enrich the company's product line and enhance the market competitiveness of this product [5].

（文章来源：证券日报） 证券日报网讯 1月15日，莎普爱思发布公告称，近日，公司收到国家药品监督管理局核发的二氟尼柳片 的《药品补充申请批准通知书》（通知书编号：2026B00097、2026B00098）。 ...