证券代码：603235 证券简称：天新药业 公告编号：2026-001 江西天新药业股份有限公司首次公开发行部分限售股上市流通公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 二、本次限售股形成后至今公司股本数量变化情况 本次限售股形成后至今，公司未发生配股、公积金转增股本等事项，股本数量未发生变化。 三、本次限售股上市流通的有关承诺 江西天新药业股份有限公司（以下简称"公司"）经中国证券监督管理委员会于2022年6月13日出具的 《关于核准江西天新药业股份有限公司首次公开发行股票的批复》（证监许可〔2022〕1220号）的核 准，公司首次公开发行人民币普通股（A股）4,378万股，每股面值1.00元，每股发行价格36.88元，公司 股票于2022年7月12日起在上海证券交易所上市交易。首次公开发行后，公司总股本为437,780,000股， 其中有限售条件的流通股为394,000,000股，占公司总股本的90%。 本次上市流通的限售股为公司首次公开发行限售股，涉及股东为许江南先生、许晶女士、天台县厚鼎投 ...

证券代码：603235 证券简称：天新药业 公告编号：2026-001 江西天新药业股份有限公司 首次公开发行部分限售股上市流通公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为 首发 股份；股票认购方式为 网下 ，上市股数为 290,714,800股。 三、本次限售股上市流通的有关承诺 根据《江西天新药业股份有限公司首次公开发行股票招股说明书》，本次解 除股份限售的股东就股份锁定事宜承诺如下： （一）公司控股股东、实际控制人许江南及实际控制人许晶承诺： 本次股票上市流通总数为290,714,800股。 本次股票上市流通日期为2026 年 1 月 12 日。 一、本次限售股上市类型 江西天新药业股份有限公司（以下简称"公司"）经中国证券监督管理委员 会于 2022 年 6 月 13 日出具的《关于核准江西天新药业股份有限公司首次公开发 行股票的批复》（证监许可〔2022〕1220 号）的核准，公司首次公开发行人民币 普通股（A 股）4,378 万股，每股面值 1.00 元，每股发行价格 ...

中信证券股份有限公司 关于江西天新药业股份有限公司 首次公开发行部分限售股上市流通的核查意见 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为江西天 新药业股份有限公司（以下简称"天新药业"或"公司"）首次公开发行股票并 上市的保荐人，根据《首次公开发行股票注册管理办法》《证券发行上市保荐业 务管理办法》《上海证券交易所股票上市规则（2025 年 4 月修订）》《上海证券交 易所上市公司自律监管指引第 1 号——规范运作》等有关规定，对天新药业首次 公开发行部分限售股上市流通的事项进行了专项核查，核查情况如下： 一、本次限售股上市类型 天新药业经中国证券监督管理委员会于 2022 年 6 月 13 日出具的《关于核准 江西天新药业股份有限公司首次公开发行股票的批复》（证监许可〔2022〕1220 号）的核准，公司首次公开发行人民币普通股（A 股）4,378 万股，每股面值 1.00 元，每股发行价格 36.88 元，公司股票于 2022 年 7 月 12 日起在上海证券交易所 上市交易。首次公开发行后，公司总股本为 437,780,000 股，其中有限售条件的 流通股为 394,000,000 股 ...

南财智讯1月5日电，天新药业公告，本次上市流通的限售股总数为29071.48万股，占公司总股本的 66.41%。本次上市流通日期为2026年1月12日。本次限售股为公司首次公开发行部分限售股，涉及股东 包括许江南、许晶、天台县厚鼎投资管理合伙企业（有限合伙）、天台县厚盛投资管理合伙企业（有限 合伙）及天台县厚泰投资管理合伙企业（有限合伙）。上述股东持有的限售股锁定期已届满，将自2026 年1月12日起上市流通。本次限售股上市流通后，公司有限售条件的流通股将减少29071.48万股，无限 售条件的流通股相应增加。 ...

Industry Dynamics - The 2025 version of the "Encouragement Directory for Foreign Investment Industries" has been released, effective from February 2026, promoting foreign investment in the health industry, particularly in the central and northeastern regions of China [1] - A total investment of 377 million yuan has been initiated for the modern sheep milk industry park project, aiming to create a closed-loop industrial chain, with the first phase expected to be operational by November next year [2] - The 2025 Hurun China Food Industry Top 100 list includes 11 dairy companies and 3 health food companies, with notable growth in the cheese business of Miaokelando, which saw a 63% increase in value [3] Brand Dynamics - Yili Group's Jin Hao factory has received a "five-star" rating for on-site management from the China Quality Association, marking it as the first dairy factory in China to achieve this recognition [4] - Jianhe Group has signed a new strategic cooperation agreement with JD Health, targeting a combined business goal of 10 billion yuan over the next three years, covering various nutrition brands [5] - Mengniu has launched the "Inner Mongolia Flavor" 2026 plan, showcasing innovative products and aiming to promote domestic raw material substitution in the dairy industry [6] Channel Dynamics - Gao Ge Dairy has initiated the "Student Nutrition Service Station" strategy to address declining foot traffic in traditional maternal and infant channels, targeting families with children aged 3-15 [7] - ThaiBev is shifting its strategic focus towards dairy products and soft drinks, planning to invest in expanding its halal dairy production base in Malaysia as part of its 2030 strategy [8] - Kidswant Ultra has opened its first store in Beijing, integrating cultural elements and popular global IPs to establish a competitive edge in the market [9] - The "Xiaofeixiang" Sichuan-Chongqing branch has been launched, marking a significant step in deepening regional market penetration and resource integration [10]

公司首次公开发行股票募集资金总额161,460.64万元，扣除发行费用后的募集资金净额为151,723.31万 元。天新药业实际募资净额比原拟募资少88,051.06万元。天新药业2022年2月21日披露的招股书显示， 公司原拟募资239,774.37万元，拟用于"新建维生素A、维生素B5、胆固醇和25-羟基维生素D3项 目"；"销售网络及智慧工厂项目"；"企业研究院项目"和"补充流动资金"。 天新药业本次发行的保荐机构为中信证券，保荐代表人为丁元、方冲。天新药业本次公开发行新股的发 行费用(不含增值税)合计9737.33万元，其中中信证券获得承销及保荐费用7077.08万元。 中国经济网北京12月8日讯天新药业（603235）(603235.SH)今日收报27.10元，跌幅1.06%。目前该股股 价处于破发状态。 2022年7月12日，天新药业在上交所主板上市，公开发行新股4,378万股，占本次发行后总股本的 10.00%，发行价格为36.88元/股。上市首日，天新药业盘中最高报53.11元，创上市以来股价最高点，此 后该股股价震荡走低。 ...

Group 1 - The report emphasizes the focus on chemical new materials and fine chemicals as key investment areas in the context of China's dual carbon goals, with a series of top-level designs and policies to accelerate the industry's transformation towards high-end, intelligent, and green development [4][21][49] - The Shenyuan Basic Chemical Index has outperformed the CSI 300 Index, rising by 31.7% year-to-date as of November 19, 2023, surpassing the CSI 300 by 15.1 percentage points, ranking 6th among 31 Shenyuan industries [4][11] - The report suggests that the demand for modified plastics is expected to grow significantly, with production increasing from 22.5 million tons in 2020 to 33.2 million tons in 2024, reflecting a compound annual growth rate of 10% [4][24][30] Group 2 - The vitamin industry is expected to see improvements in supply-demand structure due to restrictions on new production capacities for various vitamins, which will help stabilize prices and enhance market conditions [4][38][50] - China is the largest producer of vitamins globally, with an expected production of 491,000 tons in 2025, accounting for 89% of global output, and the country has implemented restrictions on new capacity for several vitamins [34][38][50] - The report highlights that the demand for vitamins is anticipated to grow, driven by global population growth and increasing life expectancy, which will enhance the need for nutritional products [42][48][50] Group 3 - The report recommends focusing on key companies such as Kingfa Technology, Yinhai Technology, and Guoen Co., which are expected to benefit from the growth in modified plastics [4][49][51] - For the vitamin sector, companies like Wanhua Chemical, New Hope Liuhe, and Tianxin Pharmaceutical are highlighted as key players to watch due to their strong market positions and growth potential [4][49][51] - The report indicates that modified plastics are recognized as a strategic emerging industry in China, supported by various policies aimed at promoting technological innovation and application [4][21][24]

Core Viewpoint - Tianxin Pharmaceutical (603235.SH) reported its Q3 2025 results, highlighting a slight decrease in institutional investor holdings compared to the previous quarter [1] Institutional Holdings - As of October 30, 2025, five institutional investors disclosed holdings in Tianxin Pharmaceutical, totaling 28.4284 million shares, which represents 6.49% of the company's total share capital [1] - The institutional holding percentage decreased by 0.06 percentage points compared to the previous quarter [1] Public Fund Holdings - One new public fund disclosed its holdings this quarter, namely the Huaxia CSI 800 Index Enhanced A [1] - A total of 34 public funds were not disclosed this quarter, including notable funds such as the Huitianfu CSI 300 Index Enhanced A and the Southern High Dividend Theme Stock A [1]

Core Viewpoint - Tianxin Pharmaceutical (603235.SH) reported a slight revenue growth but a decline in net profit for the first three quarters of 2025 [1] Financial Performance - The company achieved a revenue of 1.631 billion yuan, representing a year-on-year increase of 1.08% [1] - The net profit attributable to shareholders was 460 million yuan, showing a year-on-year decrease of 6.91% [1] - The net profit after deducting non-recurring items was 431 million yuan, down 7.84% year-on-year [1] - Basic earnings per share stood at 1.06 yuan [1]

Core Viewpoint - Tianxin Pharmaceutical (603235.SH) reported a slight increase in total operating revenue for the first three quarters of 2025, but a decline in net profit attributable to shareholders [1] Financial Performance - Total operating revenue reached 1.631 billion yuan, reflecting a year-on-year growth of 1.08% [1] - Net profit attributable to shareholders was 460 million yuan, showing a year-on-year decrease of 6.91% [1] - Basic earnings per share stood at 1.06 yuan [1]