证券代码：603456 证券简称：九洲药业 公告编号：2025-026 | 类别 | 变动前(股) | 本次变动（股） | 变动后（股） | | --- | --- | --- | --- | | 有限售条件股份 | 0 | 0 | 0 | | 无限售条件股份 | 895,235,828 | -5,789,800 | 889,446,028 | | 总计 | 895,235,828 | -5,789,800 | 889,446,028 | 鉴于上述情况，公司将 5,789,800 股注销完成后，根据《中华人民共和国公 司法》等法律法规相关规定，需对《公司章程》相关条款进行修改，具体内容如 下： | 修订前 | | | | | | | | | | | 修订后 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 第六条：公司注册资本为人民币 | | | | | | | | | | | | 第六条：公司注册资本为人民币 ...

Core Viewpoint - The approval of the chemical raw material drug Fumaric Acid Vonoprazan by the National Medical Products Administration will enhance the company's product portfolio and market competitiveness, although it is not expected to have a significant short-term impact on performance [1] Company Summary - Jiuzhou Pharmaceutical's wholly-owned subsidiary, Zhejiang Jiuzhou Pharmaceutical Technology Co., Ltd., has received the approval notice for Fumaric Acid Vonoprazan [1] - The drug is primarily used for the treatment of acid-related diseases [1] - The company has invested approximately 7.36 million yuan in research and development for this drug [1] - In 2023, the sales revenue of Fumaric Acid Vonoprazan tablets in Chinese public medical institutions exceeded 600 million yuan [1] Industry Summary - The approval of Fumaric Acid Vonoprazan is expected to enrich the company's product structure, thereby enhancing its competitiveness in the pharmaceutical industry [1]

证券代码：603456 证券简称：九洲药业 公告编号：2025-025 浙江九洲药业股份有限公司 关于控股子公司获得药品注册证书的公告 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。 近日，浙江九洲药业股份有限公司（以下简称"公司"）控股子公司浙江九 洲生物医药有限公司（以下简称"九洲生物"）收到国家药品监督管理局（以下 简称"国家药监局"）核准签发的拉考沙胺片的《药品注册证书》，具体情况如下： 一、药品的基本情况 药品名称：拉考沙胺片 剂型：片剂 规格：100mg、50mg 申请事项：药品注册（境内生产） 注册分类：化学药品 4 类 批准文号有效期：至 2030 年 4 月 14 日 上市许可持有人：浙江九洲生物医药有限公司 上市许可持有人地址：浙江省杭州市经济技术开发区下沙街道乔新路 500 号和科科技中心 2 幢一层 103 室 生产单位：华益药业科技（安徽）有限公司 生产地址：合肥市包河区工业区上海路 11 号 审批结论：根据《中华人民共和国药品管理法》及有关规定，经审查，本品 符合药品注册的有关要求，批准注册，发给药 ...

Group 1 - The core point of the article is that Jiuzhou Pharmaceutical (603456) announced that its subsidiary Jiuzhou Biotech has received the drug registration certificate for Lacosamide Tablets from the National Medical Products Administration, indicating a significant regulatory milestone for the company [1] - Lacosamide Tablets are indicated for the adjunctive treatment of partial-onset seizures in patients aged 4 years and older, expanding the company's product offerings in the epilepsy treatment market [1] - The drug was originally developed by UCB Pharma and was first launched in the European Union in August 2008, highlighting its established presence in international markets [1] Group 2 - The domestic market sales of Lacosamide Tablets in 2022 amounted to approximately RMB 174 million, indicating a substantial market opportunity for Jiuzhou Biotech [1] - Jiuzhou Biotech has invested approximately RMB 11.39 million in the research and development of Lacosamide Tablets, reflecting the company's commitment to developing its product pipeline [1] - Other manufacturers that have obtained the drug registration certificate in China include Jiangxi Qingfeng Pharmaceutical Co., Ltd. and Shaanxi Buchang Pharmaceutical Co., Ltd. (603858), indicating a competitive landscape in the domestic market [1]

Group 1 - The core viewpoint of the article highlights the social security fund's investment strategy, showing a mix of new investments, increases, and reductions in holdings among various companies [1][2][3] - As of the end of Q1, the social security fund held shares in 15 companies, with a total holding of 260 million shares and a market value of 5.215 billion yuan [1][2] - The fund has newly invested in five companies, including Shandong Sanwei Chemical Group Co., Ltd. and Hainan Junda New Energy Technology Co., Ltd. [2][3] Group 2 - The social security fund increased its holdings in five companies, with the largest investment in Wanhua Chemical Group Co., Ltd., valued at 1.426 billion yuan [2][3] - The fund maintained its positions in two companies, while slightly reducing its holdings in three others, indicating a flexible response to market conditions [3] - Among the companies held, 12 are listed on the main board, 2 on the Sci-Tech Innovation Board, and 1 on the Growth Enterprise Market, reflecting a "technology + consumption" dual-core driving pattern [4] Group 3 - Seven of the companies in which the fund invested reported year-on-year profit growth in Q1, with Zhongyuan Media leading at a 234.61% increase [4] - Despite an average decline of 3.28% in the fund's heavy stocks, some companies like Juewei Food saw a price increase of 15.79% [4] - The fund's investment strategy is seen as a stabilizing force in the A-share market, focusing on high-quality assets and long-term growth potential [5][6]

华泰联合证券有限责任公司 关于浙江九洲药业股份有限公司 2024 年持续督导年度报告书 | 保荐机构名称：华泰联合证券有限责任公司 | 被保荐公司简称：浙江九洲药业股份有限公 | | --- | --- | | | 司 | | 保荐代表人姓名：沈钟杰 | 联系电话：025-83387713 | | 保荐代表人姓名：唐澍 | 联系电话：025-83387726 | 根据《证券法》、《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》和《上海证券交易所上市公司自律监管指引第 11 号——持续督 导》等有关法律、法规的规定，华泰联合证券有限责任公司（以下简称"华泰联 合证券"或"保荐机构"）作为浙江九洲药业股份有限公司（以下简称"九洲药 业"、"公司"或"发行人"）2022 年非公开发行股票的保荐机构，对九洲药 业进行持续督导。现就 2024 年度持续督导工作总结如下： 一、持续督导工作情况 | 序号 | 工作内容 | 完成持续督导情况 | | --- | --- | --- | | 1 | 建立健全并有效执行持续督导工作制度，并 | 保荐机构已制定并严格执行持续督导 | | | 针对具体的持续督导工 ...

关于浙江九洲药业股份有限公司 2022 年非公开发行 A 股股票 之保荐总结报告书 保荐机构名称 华泰联合证券有限责任公司 保荐机构编号 Z26774000 华泰联合证券有限责任公司 四、保荐工作概述 | 项目 | 工作内容 | | | | --- | --- | --- | --- | | 1、尽职推荐工作 | 按照相关法律法规要求，对发行人情况进行尽职调查，组织 | | | | | 编制申请文件并出具推荐文件；提交推荐文件后，主动配合中国 | | | | | 证监会的审核，组织发行人及其它中介机构对中国证监会的意见 | | | | | 进行答复，按照中国证监会的要求对涉及本次证券发行上市的特 | | | | | 定事项进行尽职调查或核查，并与中国证监会进行专业沟通，按 | | | | | 照证券交易所上市规则的要求向证券交易所提交推荐股票上市要 | | | | | 求的相关文件，并报中国证监会备案。 | | | | 2、持续督导期间 | | | | | （1）公司信息披露审阅 | 持续督导期的信息披露文件由我公司保荐代表人事前审阅或 | | | | 情况 | 及时事后审阅。 | | | | （2）现场检查 ...

Core Viewpoint - The company reported a steady growth in revenue and net profit for Q1 2025, driven by the increasing orders in its CDMO business and enhanced R&D capabilities [1] Financial Performance - In Q1 2025, the company achieved revenue of 1.49 billion yuan, a year-on-year increase of 0.98% - The net profit attributable to shareholders was 250 million yuan, up 5.68% year-on-year - The non-recurring net profit was 251 million yuan, reflecting a year-on-year growth of 7.17% [1] - The gross margin improved to 37.42%, an increase of 3.38 percentage points year-on-year and 6.84 percentage points quarter-on-quarter - The net profit margin was 16.77%, up 0.77 percentage points year-on-year and 18.93 percentage points quarter-on-quarter - The operating expense ratio was 13.52%, an increase of 1.70 percentage points year-on-year but a decrease of 2.49 percentage points quarter-on-quarter [2] CDMO Business Development - The company is a leading CDMO provider, offering comprehensive services for pharmaceutical companies, biotech firms, and research institutions - It specializes in small molecule drugs, peptide drugs, conjugated drugs, and small nucleic acid drugs - The company has received recognition for its CDMO marketing system project at the 6th National Pharmaceutical Health CIO Conference, winning the "2025 National Pharmaceutical Health Digital Excellence Case" award [3] Investment Outlook - Revenue projections for 2025-2027 are 5.803 billion, 6.151 billion, and 6.315 billion yuan, with growth rates of 12.45%, 6.01%, and 2.65% respectively - Net profit forecasts for the same period are 830 million, 929 million, and 991 million yuan, with growth rates of 36.89%, 11.99%, and 6.60% - Earnings per share (EPS) are expected to be 0.93, 1.04, and 1.11 yuan per share, with a 3-year CAGR of 17.79% - The company maintains a "buy" rating due to its comprehensive CDMO business layout and leading technological strength [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603456 证券简称：九洲药业 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 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 单位：元 币种：人民币 ■ 公司是一家技术驱动的行业领先CDMO企业，致力于为全球制药公司、生物科技公司、科研机构等提供 一站式的医药定制研发和生产（CDMO）服务，包含小分子化学药物、多肽药物、偶联药物和小核酸药 物。公司始终秉承"关爱生命、维护健康、成为全球药物创新解决方案的卓越生命健康企业"的使命愿景 和可持续发展理念，凭借深耕行业多年积累的深厚行业洞察力、成熟研发生产能力以及良好客户声誉， 恪守国际质量监管标准，以高效的交付效率、贴心的客户服务为宗旨，支持全球客户的药物开发。 2025年一季度公司实现归属于上市公 ...

Group 1: Macroeconomic Insights - In March 2025, exports increased significantly with a year-on-year growth rate of 12.4%, up from 2.3% in January-February, surpassing Bloomberg's consensus estimate of 4.6% [2] - The trade surplus for March reached $102.6 billion, contributing to a cumulative trade surplus of nearly 2 trillion RMB in the first quarter, which is an increase of approximately 600 billion RMB year-on-year [2] - The estimated contribution of external demand to actual GDP growth is projected to be 2.9 percentage points, potentially pushing the actual GDP year-on-year growth rate to 5% or higher [2] Group 2: Market Trends and Fund Flows - In the A-share market, there was a net outflow of financing funds close to 100 billion RMB last week, but the financing balance stabilized in the latter half of the week, indicating a potential market reversal [3] - The week saw significant inflows into broad-based ETFs, with net inflows reaching a record high since 2018, driven by institutional announcements of increased holdings [3] - The scale of share buybacks and capital increases reached new highs for 2025, indicating strong support for market stabilization [3] Group 3: Real Estate Sector Analysis - In 2024, the overall performance of domestic real estate companies was under pressure, with declines in both sales and land acquisition amounts, but the industry concentration increased, showing resilience among leading firms [12] - The main theme for 2025 is expected to be "steady operation and focus on core business," with a strategy of "sales-driven investment" to revitalize old inventory [12] - There is an anticipated increase in the proportion of operating profits for some real estate companies, alongside a continuous push for product quality upgrades [12] Group 4: Lithium Battery Materials Outlook - In 2024, capital expenditures for most lithium battery material companies declined year-on-year, with significant changes in supply-demand dynamics and profitability [13] - The report forecasts a tightening supply-demand situation for lithium iron phosphate and lithium hexafluorophosphate in the second half of 2025, leading to potential price increases [13] - Companies with cost or technological advantages in the supply chain are expected to see improvements in market share and profitability [13] Group 5: Company-Specific Performance - Shanghai Construction Group reported a revenue of 300.2 billion RMB for 2024, a slight decline of 1.45% year-on-year, but net profit increased by 39.2% [14] - Net profit for Guoyuan Securities reached 2.244 billion RMB in 2024, a year-on-year increase of 20%, driven by a 123% increase in investment income [15] - Net profit for NetEase Technology in 2024 was 675 million RMB, reflecting a 10.02% year-on-year increase, with expectations for accelerated growth in 2025 due to AI applications [15]