证券代码：603520 证券简称：司太立 公告编号：2024-053 浙江司太立制药股份有限公司 关于控股股东股份质押部分解除及其一致行动人补 充质押的公告 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法律责任。 重要内容提示： 本次解除质押人：浙江司太立制药股份有限公司（以下简称"公司"）控 股股东胡健先生。本次解除质押股份数量：1,500,000 股（占本公司总股本的 0.34%,占持有本公司股份数的 2.43%）。 本次补充质押人：浙江司太立制药股份有限公司（以下简称"公司"）实 控人之一胡锦生先生。本次再质押股份数量：2,200,000 股（占本公司总股本的 0.50%,占其持有本公司股份数的 4.29%）。 | 股东名称 | 胡健 | | --- | --- | | 本次解质股份 | 1,500,000 股 | | 占其所持股份比例 | 2.43% | | 占公司总股本比例 | 0.34% | | 解质时间 | 2024 年 9 月 19 日 | | 持股数量 | 61,740,000 股 | | 持股比例 | 14.08% ...

浙江司太立制药股份有限公司 简式权益变动报告书 浙江司太立制药股份有限公司 简式权益变动报告书 （一） 上市公司 名称：浙江司太立制药股份有限公司 上市地点：上海证券交易所 （二） 信息披露义务人 名称：倪莲慧 住所：上海市浦东新区********* 通讯地址：上海市浦东新区********* 权益变动性质：因协议转让方式受让股份，从而导致信息披露义务人所持有的公 司股份达到 5% 签署日期：二〇二四年九月十二日 浙江司太立制药股份有限公司 简式权益变动报告书 信息披露义务人声明 一、 本报告书依据《中华人民共和国证券法》、《上市公司收购管理办法》、 《公开发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》等 法律、法规和规范性文件编写。 股票简称：司太立 股票代码：603520 三、 依据《中华人民共和国证券法》、《上市公司收购管理办法》的规定， 本报告书已全面披露信息披露义务人及一致行动人所持有的浙江司太立制药股 份有限公司股份变动情况。 截至本报告书签署之日，除本报告书披露的信息外，信息披露义务人及一致 行动人没有通过任何其他方式增加或减少其在浙江司太立制药股份有限公司中 拥有权益的股份 ...

证券代码：603520 证券简称：司太立 公告编号：2024-052 浙江司太立制药股份有限公司 关于控股股东、实际控制人协议转让部分股份暨权 益变动的提示性公告 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。 重要内容提示： 本次公司控股股东、实际控制人及其一致行动人通过协议转让部分所持 股份系用于偿还股票质押融资贷款。本次权益变动不触及要约收购，不会导致 公司控股股东、实际控制人发生变化，亦不会对公司治理、持续经营产生不利 影响。 本次权益变动前，公司控股股东、实际控制人胡健先生、胡锦生先生及 其一致行动人上海牧鑫私募基金管理有限公司－牧鑫春辰1号私募证券投资基金 合计持有公司股份119,926,256股，占公司总股本的27.3548%。本次权益变动 后，公司控股股东、实际控制人及其一致行动人合计持有公司股份97,926,256 股，占公司总股本的22.3367%。 本次协议转让标的股份的转让单价为人民币7.31元/股（含税），标的股 份转让数量为22,000,000股，转让价款共计为人民币160,820,000元。 ...

浙江司太立制药股份有限公司 简式权益变动报告书 浙江司太立制药股份有限公司 简式权益变动报告书 （一） 上市公司 名称：浙江司太立制药股份有限公司 上市地点：上海证券交易所 股票简称：司太立 股票代码：603520 （二） 信息披露义务人（一） 名称：胡锦生 住所：浙江省仙居县福应街道****** 通讯地址：浙江省仙居县福应街道****** 权益变动性质：因协议转让方式减持股份，从而导致信息披露义务人及一致行动 人所持有的公司股份减少 （三） 信息披露义务人（一）之一致行动人 名称：上海牧鑫私募基金管理有限公司－牧鑫春辰 1 号私募证券投资基金 基金管理人：上海牧鑫私募基金管理有限公司 基金管理人住所：上海市虹口区东大名路 391-393 号（单号）4 层 基金管理人通讯地址：上海市浦东新区杨高南路 729 号 15 层 02 单元 权益变动性质：因协议转让方式减持股份，从而导致信息披露义务人及一致行动 权益变动性质：因协议转让方式减持股份，从而导致信息披露义务人及一致行动 人所持有的公司股份减少 签署日期：二〇二四年九月十二日 浙江司太立制药股份有限公司 简式权益变动报告书 信息披露义务人声明 一、 本报告 ...

司太立（603520.SH）/化学制 药证券研究报告/公司点评 2024 年 09 月 02 日 [Table_Industry] | --- | --- | --- | --- | --- | --- | --- | --- | --- | |--------|--------------------------------------------------------------------------------------------------|-------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------- ...

证券代码：603520 证券简称：司太立 公告编号：2024-051 浙江司太立制药股份有限公司 2024 年半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 0.05 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 | 2024/9/6 | － | 2024/9/9 | 2024/9/9 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次中期利润分配方案经公司 2024 年 5 月 21 日的 2023 年年度股东大会审议授权董事会全权 办理中期利润分配相关事宜，经 2024 年 8 月 22 日的第五届董事会第十一次会议审议通过利 润分配方案。 1. 发放年度：2024 年半年度 2. 分派对象： 三、 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 | | - ...

Investment Rating - The report maintains a "Strong Buy" rating for the company, with a target price of 11 CNY, compared to the current price of 8.38 CNY [1]. Core Views - The company's H1 2024 performance met expectations, with revenue of 1.33 billion CNY (+22.75%) and a net profit of 23 million CNY (-35.09%) [1]. - The contrast in performance between Q1 and Q2 2024 shows a revenue increase in Q2 to 688 million CNY (+32.86%), but a significant drop in net profit to 11 million CNY (-58.71%) [1]. - The company continues to strengthen its competitive advantage in the contrast agent business, with H1 2024 contrast agent revenue reaching 1.068 billion CNY (+20.3%) [1]. - The domestic formulation business is experiencing growth due to centralized procurement, achieving sales of 297 million CNY (+27.4%) in H1 2024 [1]. - The company is also expanding its overseas market presence, leveraging its dual-platform strategy in Shanghai and Ireland [1]. - The iodine price has seen a slight rebound, impacting profit margins, but future trends suggest a potential decline in iodine prices due to increased supply [1]. Financial Summary - The company forecasts net profits of 156 million CNY, 313 million CNY, and 440 million CNY for 2024, 2025, and 2026, respectively, reflecting year-on-year growth rates of 253.6%, 100.3%, and 40.6% [1][2]. - The projected PE ratios for 2024, 2025, and 2026 are 23, 12, and 8 times, respectively [2]. - The total revenue is expected to grow from 2.508 billion CNY in 2024 to 3.980 billion CNY in 2026, with corresponding growth rates of 14.2%, 26.6%, and 25.4% [2].

证券代码：603520 证券简称：司太立 公告编号：2024-049 浙江司太立制药股份有限公司 第五届监事会第十次会议决议公告 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、监事会会议召开情况 （一）浙江司太立制药股份有限公司（以下简称"公司"）第五届监事会第 十次会议于 2024 年 8 月 22 日以现场结合通讯的方式召开，并以现场结合通讯的 方式进行表决。 （二）公司已于 2024 年 8 月 12 日以电子邮件及通讯方式通知全体监事。 二、监事会会议审议情况 （一）审议通过《公司 2024 年半年度报告（全文及摘要）》 表决结果：同意 3 票，反对 0 票，弃权 0 票。 关于公司 2024 年半年度报告（全文及摘要）详见于 2024 年 8 月 23 日在上 海证券交易所网站（www.sse.com.cn）披露的相关内容。 （二）审议通过《公司 2024 年半年度募集资金存放与使用情况专项报告》 表决结果：同意 3 票，反对 0 票，弃权 0 票。 （三）本次会议应出席监事 3 名，实际出席监事 3 名。 （ ...

证券代码：603520 证券简称：司太立 公告编号：2024-050 浙江司太立制药股份有限公司 关于2024年中期利润分配方案的公告 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。 重要内容提示： 二、董事会决策程序 2024 年 8 月 22 日，公司第五届董事会第十一次会议审议通过了《公司 2024 每股分配比例：A 股每股派放现金红利 0.05 元（含税）。 本次利润分配以实施权益分派股权登记日的总股本为基数，具体日期将 在权益分派实施公告中明确。 在实施权益分派的股权登记日前公司总股本发生变动的，拟维持每股分 配比例不变，相应调整分配总额，并将另行公告具体调整情况。 2024 年 8 月 22 日，浙江司太立制药股份有限公司（以下简称"公司"）第 五届董事会第十一次会议及第五届监事会第十次会议审议通过了《公司 2024 年 中期利润分配预案》，具体内容公告如下： 一、公司 2024 年中期利润分配方案 2024 年上半年实现归属于上市公司股东的净利润 2,289.82 万元，其中母公 司净利润 12,006,336. ...

Financial Performance - The company's operating revenue for the first half of 2024 was CNY 1,330,452,687.91, representing a 22.75% increase compared to CNY 1,083,878,348.20 in the same period last year[14]. - The net profit attributable to shareholders of the listed company decreased by 35.09% to CNY 22,898,208.77 from CNY 35,275,897.43 in the previous year[14]. - The net profit after deducting non-recurring gains and losses was CNY 20,315,437.49, down 23.29% from CNY 26,482,515.74 year-on-year[14]. - Basic earnings per share decreased by 40.00% to CNY 0.06 from CNY 0.10 in the same period last year[16]. - The company reported a significant increase in other income, which rose by 230.57% to ¥462,456.35, compared to ¥139,895.14 in the same period last year[27]. - The company reported a net profit distribution to owners of -68,250,605.20 RMB, indicating a loss in profit allocation compared to the previous period[118]. Cash Flow and Liquidity - The net cash flow from operating activities increased significantly by 140.04%, reaching CNY 17,575,692.43 compared to a negative cash flow of CNY -43,891,994.02 in the previous year[14]. - The net cash flow from financing activities surged by 1,723.95%, totaling ¥753,519,310.12, primarily due to funds raised from the issuance of new shares[27]. - The company’s cash and cash equivalents at the end of the period amounted to ¥1,157,189,856.29, a significant increase from ¥565,134,168.92 at the beginning of the period[191]. - The company reported a net cash inflow from financing activities of 880,810,746.97 RMB in the first half of 2024, a substantial improvement from a net outflow of -297,979,478.35 RMB in the same period of 2023[105]. - The company paid 978,040,949.06 RMB in debt repayments during the first half of 2024, compared to 1,412,498,873.54 RMB in the same period of 2023, showing a reduction in debt servicing[102]. Assets and Liabilities - The total assets of the company at the end of the reporting period were CNY 6,165,634,168.17, an increase of 11.77% from CNY 5,516,420,403.90 at the end of the previous year[14]. - The company's total liabilities decreased by 9.73%, with short-term borrowings at ¥913,248.41 compared to ¥1,752,977.35 in the previous year[28]. - Owner's equity increased to ¥2,702,520,551.59 as of June 30, 2024, compared to ¥1,752,604,843.99 at the end of 2023, marking an increase of approximately 54%[92]. - The total liabilities at the end of the period were 2,709,098,571.10, reflecting a decrease of 8,055,794.96[109]. Market and Industry Outlook - The global pharmaceutical market is projected to reach $1.9 trillion by 2027, with a 9.9% year-on-year growth expected in the Chinese therapeutic drug market, reaching ¥1.86 trillion in 2023[19]. - The Chinese pharmaceutical industry is expected to exceed ¥2 trillion by 2025, maintaining a growth rate of 5%-6%[19]. - The company is focusing on the integrated development strategy of "API + formulation," which is becoming a trend in the industry, enhancing future growth potential[20]. Research and Development - Research and development expenses were CNY 62,906,336.60, slightly down from CNY 65,167,757.76 in the previous year[97]. - The company is advancing its "intermediate-raw drug-formulation" integrated industrial layout, with several projects completing acceptance and entering trial production[26]. - The company has committed to a share buyback program, with a budget of 100 million, to enhance shareholder value[59]. Environmental and Regulatory Compliance - The company has established a comprehensive environmental risk emergency mechanism and has filed an emergency response plan with local environmental authorities[51]. - The company conducts regular monitoring of wastewater and air emissions, with key pollutants monitored every two hours for certain parameters[52]. - The company has implemented significant upgrades to its wastewater treatment facilities, improving the treatment capacity for high-concentration pollutants, particularly high-salinity wastewater[54]. Shareholder Commitments and Governance - The company has committed to not transferring more than 25% of its directly or indirectly held shares during its tenure, and if leaving, to not transfer shares within six months and limit sales to 50% of holdings in the following 12 months[56]. - The company has established a clear framework for handling related party transactions to protect the interests of all shareholders[58]. - The commitments made by the major shareholders are effective and cannot be changed during their tenure as controlling shareholders[56]. Strategic Initiatives - The company plans to expand its market presence in Southeast Asia, targeting a 10% market share by the end of 2025[63]. - A strategic acquisition was announced, with the company acquiring a tech startup for 200 million, expected to enhance its product offerings[60]. - The company is focusing on expanding its CMO/CDMO business, aiming to create a "4+1" operational structure beyond its four industrial bases[26].