重要内容提示： 证券代码：603351 证券简称：威尔药业 公告编号：2025-028 南京威尔药业集团股份有限公司 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。 (一)大股东及董监高因以下事项披露减持计划实施结果： 大股东持股的基本情况 南京舜泰宗华创业投资合伙企业（有限合伙）（以下简称"舜泰宗华"）为南 京威尔药业集团股份有限公司（以下简称"公司"）的员工持股平台。本次减持计 划实施前，舜泰宗华持有公司股份 10,142,990 股，约占公司总股本的 7.49%。股 份来源为首次公开发行前持有及上市后资本公积转增股本取得。 减持计划的实施结果情况 舜泰宗华拟自 2025 年 8 月 20 日至 11 月 17 日期间通过集中竞价交易方式， 合计减持公司股份不超过 1,354,390 股，即不超过公司总股本的 1%。 截至公告披露日，舜泰宗华已减持 1,354,291 股，现持有公司股份 8,788,699 股，约占公司总股本的 6.49%。 | 股东名称 | 南京舜泰宗华创业投 ...

Core Points - Will Pharmaceutical announced a share reduction by Nanjing Shuntai Zonghua Venture Capital Partnership, which sold 1.3543 million shares, accounting for 1% of the company's total share capital [1] - The reduction occurred between August 20, 2025, and October 22, 2025, with a selling price range of 26.62 to 31.32 yuan per share, totaling 38.1845 million yuan [1] - After the reduction, Shuntai Zonghua holds 8.7887 million shares, approximately 6.49% of the company's total share capital [1]

证券代码：603351 证券简称：威尔药业 公告编号：2025-027 南京威尔药业集团股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 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。 一、本次业绩说明会召开情况 南京威尔药业集团股份有限公司（以下简称"公司"）于 2025 年 8 月 20 日通过 上海证券交易所官网（http://www.sse.com.cn）披露了《公司关于召开 2025 半年度 业绩说明会的公告》（公告编号：2025-024），并通过上证路演中心网站首页"提问 预征集"栏目或邮件方式提前征集投资者所关注的问题。 公司于 2025 年 8 月 28 日上午 09:00-10:00 ，通过上 证路演中心（网址 ： https://roadshow.sseinfo.com/）以网络互动方式召开了"公司 2025 年半年度业绩说明 会"。公司董事长兼总裁、财务总监兼董事会秘书、独立董事等出席会议人员针对 2025 年半年度的经营成果及财务指标的具体情况与投资者互动交流，在信息披露允 许范围内就投资 ...

Core Insights - The report highlights the robust performance of various sectors, particularly in electric equipment, coal, and healthcare, indicating potential investment opportunities in these areas [6][9][11]. Industry Commentary Electric Equipment and New Energy - UBTECH leads the establishment of two national technical standards for humanoid robots, indicating a strong push towards innovation in robotics [6]. - The China Photovoltaic Industry Association (CPIA) emphasizes the need for self-regulation to maintain fair competition in the photovoltaic market, urging companies to adhere to legal standards and avoid price wars [6]. - The price of polysilicon remains stable, with a current average of 44.0 CNY/kg, supported by production cuts from leading companies [6][10]. Coal Industry - The trend of shrinking coal imports has slowed, with July 2025 showing a year-on-year decrease of 22.94% but a month-on-month increase of 7.78% [9][12]. - The average import price for coal is reported at 67 USD/ton, reflecting a downward trend compared to the previous year [12]. Healthcare Sector - The report on Kaineng Health indicates stable performance with significant potential in the health sector, driven by high-margin terminal services [11][13]. Machinery and Equipment - Jinxi Axle reported a significant turnaround with a net profit of 13.90 million CNY in H1 2025, driven by high growth in railway vehicle contributions [23][25]. - Hangcha Group's revenue reached 9.30 billion CNY in H1 2025, with a notable increase in both domestic and export sales of forklifts [26]. Aerospace and Defense - AVIC Shenfei's contract liabilities increased significantly, indicating strong future demand for military aircraft, particularly the J-16 and J-35 models [28][31]. Chemical Industry - LUXI Chemical reported stable revenue growth, with a focus on transitioning from single-agent to compound agents, reflecting a strategic shift in product offerings [40]. Investment Recommendations - The report suggests focusing on companies with strong growth potential in the electric equipment sector, such as Aiko and Longi Green Energy, and those involved in coal production like Huayang Co. and Jinkong Coal [8][12][26]. - In the healthcare sector, companies like Kaineng Health are recommended due to their promising growth in high-margin services [11][13].

Investment Rating - The report assigns a "Buy-B" rating to the company, indicating a positive outlook for its stock performance in the near term [1][9]. Core Insights - The company has shown a stable operational performance driven by its synthetic lubricating base oil and pharmaceutical excipients segments. Despite a slight decline in revenue and net profit in the first half of 2025, the overall business remains resilient [4][5]. - The company is focusing on high-value new products in the pharmaceutical excipients sector, with ongoing research and development efforts aimed at innovative formulations and applications [6][9]. - The financial projections indicate a growth trajectory for net profits from 1.7 billion yuan in 2025 to 3.3 billion yuan by 2027, with corresponding price-to-earnings ratios decreasing from 24 to 13 times [7][11]. Financial Performance Summary - For the first half of 2025, the company reported total revenue of 674 million yuan, a year-on-year decrease of 2.1%, and a net profit of 73 million yuan, down 7.77% year-on-year [3]. - The revenue breakdown for major product segments in H1 2025 includes synthetic lubricating base oil at 464 million yuan (down 3.5%), pharmaceutical excipients at 164 million yuan (down 6.0%), and other products showing significant growth [4]. - The overall gross margin for H1 2025 was 28.08%, reflecting a year-on-year increase of 2.1 percentage points, while the net margin was 10.58%, a slight decrease of 0.7 percentage points [4]. Market Position and Strategy - The company is deeply engaged in the synthetic lubricating base oil market, particularly in the refrigeration compressor oil sector, benefiting from the growing demand in commercial refrigeration and new energy vehicles [5][9]. - The strategic focus on emerging industries such as new energy, new materials, and high-end equipment positions the company for future growth opportunities [5][9].

Core Viewpoint - The announcement details the share pledge and release situation of major shareholders of Nanjing Weier Pharmaceutical Group Co., Ltd, highlighting the changes in shareholding and the implications for the company's capital structure [1]. Share Pledge Extension - Major shareholder Gao Zhengsong has extended the pledge of his shares, which constitutes 45.00% of his total holdings and 4.69% of the company's total share capital [1]. - The extension period for the pledge is set to end on August 21, 2026 [1]. Share Release - Gao Zhengsong has released 211,000 shares, which represents 14.95% of his holdings and 1.56% of the company's total share capital [1]. - Another major shareholder, Tang Qunsong, has released 260,000 shares, accounting for 18.42% of his holdings and 1.92% of the company's total share capital [1]. Cumulative Pledge Situation - The total number of shares pledged by major shareholders amounts to 56,878,443 shares, which is 42.00% of their total holdings [3]. - The cumulative pledged shares include 25,230,000 shares that are subject to restrictions and 23,120,000 shares that are frozen [3].

证券代码：603351 证券简称：威尔药业 公告编号：2025-026 南京威尔药业集团股份有限公司 关于持股5%以上股东股份解质及展期的公告 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个别及连带责任。 南京威尔药业集团股份有限公司（以下简称"公司"）近日获悉公司 5%以上股东 唐群松持有的公司股份解质，高正松持有的公司股份质押展期及解质，具体情况如下： | 股东 | 是否 为控 | 本次质押展 | 是否 | 是否 | 原质押 | 原质押 | 前次展期后 | 本次展期后 | | 占其所持 | 占公司总 | 质押 融资 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 股股 | 期股数（万 股） | 为限 售股 | 补充 质押 | 起始日 | 到期日 | 到期日 | 到期日 | 质权人 | 股份比例 | 股本比例 | 资金 | | | 东 | | | | | | | | | | | 用途 | | 高正松 | ...

Group 1 - The stock price of Weier Pharmaceutical is reported at 30.47 yuan, down by 1.81 yuan or 5.61% from the previous trading day, with a trading volume of 43,437 hands and a turnover of 132 million yuan [1] - In the first half of 2025, the company achieved operating revenue of 674 million yuan, a year-on-year decrease of 2.1%, and a net profit attributable to shareholders of 72.77 million yuan, down 7.77% year-on-year [1] - Shareholder Tang Qunsong has pledged 3.15 million shares, accounting for 22.32% of his holdings, with a total of 9.6 million shares pledged, representing 68.03% of his holdings as of the announcement date [1] Group 2 - As of the end of the second quarter of 2025, institutional investors held a total of 18.58 million shares of Weier Pharmaceutical, accounting for 13.72% of the total share capital, a decrease of 0.66 percentage points from the previous quarter [1] - The net outflow of main funds from Weier Pharmaceutical today is 25.94 million yuan, accounting for 0.63% of the circulating market value, with a cumulative net outflow of 40.39 million yuan over the past five days, representing 0.98% of the circulating market value [1]

| 股东 | 是否 为控 | 本次质 押股数/ | 是否 为限 | 是否 补充 | 质押 | 质押 | 质权人 | 占其所 持股份 | 占公司 总股本 | 质押融 资资金 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 股股 东 | 万股 | 售股 | 质押 | 起始日 | 到期日 | | 比例 | 比例 | 用途 | | 唐群松 | 否 | 315 | 否 | 否 | 2025-8-19 | 2027-8-18 | 中国银 河证券 股份有 限公司 | 22.32% | 2.33% | 自身资 金需求 | 一、本次股份质押情况 二、股东累计质押股份情况 截至公告披露日，上述股东唐群松累计质押股份如下： 证券代码：603351 证券简称：威尔药业 公告编号：2025-025 南京威尔药业集团股份有限公司 关于持股5%以上股东股份质押的公告 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个别及连带责任。 南京威尔药业集团股份有限公司（以 ...

Core Viewpoint - The announcement from Weir Pharmaceutical indicates that major shareholder Tang Qunsong has pledged 3.15 million shares, which represents 22.32% of his holdings and 2.33% of the company's total share capital [1] Summary by Relevant Sections - **Share Pledge Details** - The pledge started on August 19, 2025, and is set to expire on August 18, 2027 [1] - The pledgee is China Galaxy Securities Co., Ltd. [1] - **Current Pledge Status** - As of the announcement date, Tang Qunsong has cumulatively pledged 9.6 million shares, which accounts for 68.03% of his total holdings and 7.09% of the company's total share capital [1]