证券代码：603456 证券简称：九洲药业 公告编号：2025-037 浙江九洲药业股份有限公司 2024年年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.30元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/18 | － | 2025/6/19 | 2025/6/19 | 差异化分红送转：是 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 8 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 根据《中华人民共和国公司法》（以下简称"公司法"）、《中华人民共和国证券法》（以下 简称"证券法"）、《上海证券交易所上市公司自律监管指引第 ...

浙江与蒙古近年来经贸合作日益紧密，互认安排的签署，为众多在蒙古开拓市场的浙江AEO企业增添 了信心。 商报讯(记者汤佳烨通讯员俞晶)6月1日，《中华人民共和国海关总署和蒙古国海关总局关于中国海关企 业信用管理制度与蒙古海关AEO制度互认的安排》(以下简称《互认安排》)正式实施。本次互认安排签 署后，两国AEO企业能够享受适用较低的单证审核率，适用较低的进口查验率，对需要实货检查的货 物给予优先查验，指定海关联络员，负责沟通解决项目成员在通关中遇到的问题等便利措施。 杭州海关相关负责人表示，将加大AEO企业培育力度，针对"浙江出口名牌"企业、"专精特新"企业以及 浙江省重点产业链企业提供优先培育、优先认证，帮助更多企业对标国际标准完善现代化管理体系。同 时，持续优化服务，为AEO企业提供政策推送、货物申报及口岸通关等方面的咨询指导，联合商务、 税务、农业银行等多部门细化便利措施，持续提升AEO企业的通关效率和市场竞争力，让AEO"信用名 片"赋能外贸企业高质量发展。 截至目前，我国已与全球范围内31个经济体签署AEO互认协议，覆盖57个国家(地区)，其中包含共 建"一带一路"国家38个，互认协议签署数量和互认国 ...

Market Review - The CITIC Pharmaceutical Index increased by 2.21%, outperforming the CSI 300 Index by 3.30 percentage points, ranking third among CITIC's 30 primary industries [5] - The top ten stocks by increase this week included Shutaishen, Huason Pharmaceutical, Changshan Pharmaceutical, and others, while the top ten stocks by decrease included Haichen Pharmaceutical and Haisen Pharmaceutical [5] Overall Viewpoint and Investment Themes - The current valuation of the pharmaceutical sector is low, with public funds (excluding pharmaceutical funds) having low allocation to this sector. The industry is expected to grow positively by 2025 due to macroeconomic factors and the pull effect of major products [9] - In the innovative drug sector, there is a shift from quantity logic to quality logic, emphasizing the importance of products that can generate profits. Companies with differentiated and internationalized pipelines are recommended for attention [9] - In the medical device sector, there is a noticeable recovery in bidding volumes for imaging equipment, and policies are promoting the home medical device market. The orthopedic procurement is also showing good growth post-clearance [9] - The innovation chain (CXO + life science services) is expected to see a rebound in overseas investment and a bottoming out in domestic investment, leading to high profit elasticity for companies as they enter the return phase [9] - The pharmaceutical industry is anticipated to enter a new growth cycle, with a focus on specialty raw materials and the expiration of patents leading to new growth opportunities [9] Focus on Procurement Optimization - The average price reduction for the tenth batch of national procurement is expected to reach 75%, causing significant market sentiment disturbances. This is attributed to the extended procurement cycle and increased competition among products [16] - The multi-level procurement model extends the risk exposure time for generic drugs, as products switch from national procurement to regional alliances, leading to potential loss of contracts and further price declines [21] - The ongoing price governance by the National Medical Insurance Bureau aims to eliminate price discrimination among similar drugs across provinces, which may further impact the market [27] Company-Specific Insights - Companies like Huadong Medicine are expected to see a significant recovery in performance due to the current optimization of procurement policies, which may reduce the risk exposure of their existing products [40] - The sales figures for several of Huadong Medicine's products are projected to stabilize as the procurement pressure diminishes, with total sales for five key products reaching approximately 58.07 billion yuan in 2024 [40]

2025 年 05 月 25 日 行业周报 看好/维持 医药 医药 创新药 BD 推升行业景气度，关注后续会议持续催化（附 CLDN18.2 靶点研究）(2025.05.19-2025.05.25) 走势比较 (20%) (12%) (4%) 4% 12% 20% 24/5/27 24/8/7 24/10/18 24/12/29 25/3/11 25/5/22 医药 沪深300 子行业评级 推荐公司及评级 | 君实生物 | 买入 | | --- | --- | | 华领医药-B | 买入 | | 奥锐特 | 买入 | | 同和药业 | 买入 | | 阳光诺和 | 买入 | | 泓博医药 | 买入 | | 福元医药 | 买入 | | 三生制药 | 买入 | | 京新药业 | 买入 | | 共同药业 | 增持 | | 亿帆医药 | 买入 | | 诺诚健华 | 买入 | | 诺思格 | 买入 | | 奥翔药业 | 买入 | | 科伦药业 | 买入 | | 国邦医药 | 买入 | | 来凯医药-B | 买入 | | 百利天恒 | 买入 | | 益方生物 | 买入 | | 皓元医药 | 买入 | | 普洛药业 | 买入 ...

大市午后跳水，医药医疗板块逆市表现！今日（2025年5月23日）31个申万一级行业仅有3个收涨，医药生物与汽车行业并列第一，并包揽主 力净流入排行榜前二。 图片来源：Wind 行业代表性医疗ETF（512170）全天飘红，盘中摸高1.85%，午后在大市影响下震荡回落，场内收涨0.62%，放量成交9.82亿元，较前一日激 增128%，并创下近一个半月来最高单日成交额。 CXO相关成份股贡献了主要力量，泰格医药涨5.64%居首，九洲药业、昭衍新药、康龙化成跟涨，不过巨头药明康德尾盘跳水收跌。此外， 2800亿市值医械巨头迈瑞医疗大涨2.79%。 药ETF被动跟踪中证制药指数，聚焦"化学药+生物药品+中药"三大类纯制药子行业，不含医疗器械、医疗服务及CXO，与医疗ETF跟踪的中 证医疗指数的行业配置基本互补。 因此，看好整个医疗医药行业的投资者，通过"医疗ETF + 药ETF"的组合配置，基本可以覆盖整个行业的代表性龙头上市公司。从时机来 看，A股医疗医药自2021年开始进入调整期，至今已有4年时间，调整尤为充分，当前配置性价比或较高。 图：红色板块为"药ETF"行业分布 需要特别提示的是，医药医疗板块调整时间较长 ...

证券代码：603456 证券简称：九洲药业 公告编号：2025-036 浙江九洲药业股份有限公司 一、美国 FDA 现场检查的相关情况 关于子公司通过美国 FDA 现场检查的公告 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。 浙江九洲药业股份有限公司（以下简称"公司"）子公司浙江九洲药物科技 有限公司（以下简称"药物科技"）于 2025 年 3 月 17 日至 2025 年 3 月 21 日期 间接受了美国食品药品监督管理局（以下简称"FDA"）的 cGMP（现行药品生 产质量管理规范）现场检查，检查范围涵盖质量体系、物料、生产、包装与标签、 设备设施、实验室控制六大系统。近日，药物科技收到美国 FDA 签发的现场检 查报告（EIR，Establishment Inspection Report），该报告表明药物科技已通过本 次 cGMP 现场检查，现将相关情况公告如下： 公司名称：浙江九洲药物科技有限公司 检查地点：浙江省杭州钱塘新区临江工业园区经六路 1889 号 检查范围：药物科技涉及产品（非无菌原料药阿替洛尔、枸橼酸 ...

智通财经5月23日电，九洲药业(603456.SH)公告称，公司子公司浙江九洲药物科技有限公司于2025年3 月17日至21日接受了美国FDA的cGMP现场检查，检查范围涵盖六大系统。近日，药物科技收到FDA签 发的现场检查报告，表明已通过本次cGMP现场检查。这将为公司持续拓展国际市场提供保障，并积极 影响公司拓展全球规范市场。 九洲药业：子公司浙江九洲药物科技有限公司通过美国FDA现场检查 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [6] Core Views - The company is expected to see a recovery in its raw materials and intermediates business by 2025, with steady growth in its CDMO business driven by an increasing number of projects [1][2] - The company's performance in Q1 2025 shows a recovery with revenue of 1.49 billion yuan (up 0.98% year-over-year) and a net profit of 250 million yuan (up 5.68% year-over-year), primarily benefiting from the steady growth of CDMO business orders [1][3] Financial Performance - In 2024, the company achieved revenue of 5.16 billion yuan (down 6.57% year-over-year) and a net profit of 606 million yuan (down 41.34% year-over-year) [1][4] - The gross margin for Q1 2025 was 37.42% (up 3.38 percentage points year-over-year), indicating improved profitability [3] - The company expects EPS for 2025 to be 0.97 yuan, with projected revenues of 5.71 billion yuan and net profits of 935 million yuan [4][12] Business Segmentation - The CDMO segment is projected to generate revenue of 3.87 billion yuan in 2024 (down 5.12% year-over-year), with a growing pipeline of projects including 35 approved projects and 84 in Phase III clinical trials [2] - The raw materials and intermediates segment is expected to generate revenue of 1.16 billion yuan in 2024 (down 8.04% year-over-year), with a gross margin of 20.11% [2] Profitability Outlook - The company anticipates further improvement in profitability in 2025, driven by increased capacity utilization in the CDMO business and stabilization in pricing and demand for raw materials and intermediates [3][4]

Core Viewpoint - Zhejiang Jiuzhou Pharmaceutical Co., Ltd. has successfully completed a share repurchase plan, acquiring 7.736 million shares, which represents 0.86% of the total share capital, with a total expenditure of approximately 101.99 million yuan [1][2]. Group 1: Share Repurchase Plan - The share repurchase plan was first disclosed on March 22, 2025, with an expected repurchase amount between 100 million yuan and 200 million yuan [1]. - The maximum repurchase price was set at 20 yuan per share, and the repurchase period is 12 months from the board's approval [1]. - The repurchased shares will be used for employee stock ownership plans or equity incentive programs [1]. Group 2: Implementation Details - The company initiated the share repurchase on March 31, 2025, and completed it by May 15, 2025 [2]. - The actual repurchase price ranged from 12.36 yuan to 13.90 yuan per share [2]. - The total amount spent on the repurchase was 101.99 million yuan, excluding transaction fees [2]. Group 3: Shareholding Structure - Before the repurchase, the total number of shares was 895,235,828, all of which were unrestricted circulating shares [4]. - After the repurchase, the number of shares held in the repurchase special securities account increased from 5,789,800 to 13,525,800 [4]. - The repurchased shares will be temporarily held in a special account and will not have voting rights or profit distribution rights during the holding period [4]. Group 4: Compliance and Governance - There were no stock trades by major stakeholders, including the controlling shareholder and senior management, during the period from the announcement of the repurchase to the disclosure of the results [3]. - The company confirmed that the execution of the repurchase plan aligns with the previously disclosed details, ensuring compliance with regulations [2].