Core Viewpoint - As of August 1, 2025, the stock price of Sitaili (603520) closed at 11.12 yuan, reflecting a 6.82% increase from the previous week, with the stock reaching its nearly one-year high of 11.75 yuan on July 31, 2025 [1] Company Performance - Sitaili's current total market capitalization is 4.875 billion yuan, ranking 109th out of 150 in the chemical pharmaceutical sector and 3220th out of 5149 in the A-share market [1] - The stock price fluctuated between a low of 10.41 yuan and a high of 11.75 yuan during the week [1] Government Subsidies - Sitaili announced that it received a total of 5,111,049.20 yuan in government subsidies from January 1 to July 30, 2025, which will be included in the current period's profit and loss [1] - These subsidies are related to revenue and account for 10.41% of the company's audited net profit for the most recent fiscal year [1] - The final impact on the company's 2025 profit and loss will be confirmed after the annual audit [1]

证券代码：603520 证券简称：司太立 公告编号：2025-036 浙江司太立制药股份有限公司 关于获得政府补助的公告 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。 根据《企业会计准则第16号一一政府补助》的相关规定，与收益相关的政府补助5,111,049.20元将计入 当期损益。上述政府补助最终对公司2025年损益的影响将以年度审计确认后的结果为准，敬请广大投资 者注意投资风险。 特此公告。 浙江司太立制药股份有限公司董事会 重要内容提示： 2025年8月1日 ● 获得政府补助金额：5,111,049.20元 ● 对当期损益的影响：与收益相关的政府补助5,111,049.20元将计入当期损益；最终对公司2025年损益 的影响将以年度审计确认后的结果为准。 一、获得政府补助的基本情况 2025年1月1日至7月30日，浙江司太立制药股份有限公司（以下简称"公司"）及各下属子公司累计收到 各类政府补助共计5,111,049.20元。其中，与收益相关的政府补助5,111,049.20元,占公司最近一个会计年 度经审计净利润绝对值 ...

证券代码：603520 证券简称：司太立 公告编号：2025-036 浙江司太立制药股份有限公司 关于获得政府补助的公告 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： ? 获得政府补助金额：5,111,049.20 元 二、政府补助的类型及对公司的影响 根据《企业会计准则第 16 号——政府补助》的相关规定，与收益相关的 政府补助 5,111,049.20 元将计入当期损益。上述政府补助最终对公司 2025 年损益的影响将以年度审计确认后的结果为准，敬请广大投资者注意投资风 险。 特此公告。 浙江司太立制药股份有限公司董事会 ? 对当期损益的影响：与收益相关的政府补助 5,111,049.20 元将计入 当期损益；最终对公司 2025 年损益的影响将以年度审计确认后的结 果为准。 一、获得政府补助的基本情况 称"公司"）及各下属子公司累计收到各类政府补助共计 5,111,049.20 元。 其中，与收益相关的政府补助 5,111,049.20 元,占公司最近一个会计年度经 审计净利润绝对值的 10.41%。 ...

（文章来源：证券日报） 证券日报网讯 7月31日晚间，司太立发布公告称，2025年1月1日至7月30日，公司及各下属子公司累计 收到各类政府补助共计5，111，049.20元。 ...

Core Viewpoint - The stock price of Sitaili reached 11.44 yuan as of July 31, 2025, reflecting a 3.53% increase from the previous trading day, indicating positive market sentiment towards the company [1] Company Performance - Sitaili specializes in the research, production, and sales of pharmaceutical raw materials and intermediates, with products covering various therapeutic areas including anti-infection, cardiovascular, and nervous system [1] - In Q1 2025, the company reported a revenue of 686 million yuan and a net profit of 14.34 million yuan, showcasing its operational performance [1] Government Subsidies - From January 1 to July 30, 2025, Sitaili and its subsidiaries received a total of 5.11 million yuan in government subsidies, with subsidies related to income accounting for 10.41% of the company's audited net profit for the most recent fiscal year [1] Market Activity - On July 31, 2025, the net inflow of main funds into Sitaili amounted to 24.37 million yuan, indicating strong investor interest [1]

2024年1至12月份，司太立的营业收入构成为：医药行业占比85.6%，其他业务占比14.34%，其他行业 占比0.06%。 （文章来源：每日经济新闻） 司太立（SH 603520，收盘价：11.44元）7月31日晚间发布公告称，2025年1月1日至7月30日，浙江司太 立制药股份有限公司及各下属子公司累计收到各类政府补助共计约511万元。 ...

Group 1 - The company Sital (603520.SH) announced that from January 1 to July 30, 2025, it and its subsidiaries received a total of government subsidies amounting to 5.111 million yuan [1] - The government subsidies related to income totaled 5.111 million yuan, which accounts for 10.41% of the company's audited net profit for the most recent fiscal year [1]

二、政府补助的类型及对公司的影响 根据《企业会计准则第 16 号——政府补助》的相关规定，与收益相关的 政府补助 5,111,049.20 元将计入当期损益。上述政府补助最终对公司 2025 年损益的影响将以年度审计确认后的结果为准，敬请广大投资者注意投资风 险。 特此公告。 浙江司太立制药股份有限公司董事会 证券代码：603520 证券简称：司太立 公告编号：2025-036 浙江司太立制药股份有限公司 关于获得政府补助的公告 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： 一、获得政府补助的基本情况 2025 年 1 月 1 日至 7 月 30 日，浙江司太立制药股份有限公司（以下简 称"公司"）及各下属子公司累计收到各类政府补助共计 5,111,049.20 元。 其中，与收益相关的政府补助 5,111,049.20 元,占公司最近一个会计年度经 审计净利润绝对值的 10.41%。 2025 年 8 月 1 日 获得政府补助金额：5,111,049.20 元 对当期损益的影响：与收益相关的政府补助 5,1 ...

Core Insights - The company Sitaly (603520.SH) is facing significant challenges, including a 36.45% increase in accounts payable to 509 million yuan, while production and sales of its main product, contrast agents, have declined by 9.21% and 5.65% respectively [3][4] - The company's inventory has increased by 28.05%, raising concerns about the ability to convert high inventory levels into sales amidst declining production and sales [4][5] - There is a notable delay in the completion of construction projects, with a 99.28% increase in construction in progress, while revenue growth is only between 3% and 7% [5][6] Accounts Payable and Production Discrepancy - The increase in accounts payable is attributed to a rise in engineering equipment payments by 79.78 million yuan and procurement payments by 56.20 million yuan, with the latter seeing a significant increase in the fourth quarter of 2024 [4] - The company explained the rise in accounts payable as a strategic decision to secure raw materials at lower prices despite declining production and sales [4][5] Inventory Concerns - As of the end of 2024, the company's inventory balance was 1.105 billion yuan, a decrease of 3.76% year-on-year, but with a notable increase in work-in-progress and finished goods [5] - The company claims that 94.79% of its inventory has a shelf life of less than one year, raising questions about how this inventory will be monetized given the declining production and sales [5] Construction Projects Delays - The company has two major projects that have been over 90% complete for three consecutive years but have not yet been finalized, leading to concerns about the efficiency of capital use [6] - The core project, aimed at producing 1,550 tons of non-ionic CT contrast agent raw materials, has been delayed from December 2024 to December 2025 [6] Financial Performance Decline - In 2024, the company reported revenue of 2.35 billion yuan, a year-on-year increase of 7.02%, but incurred a net loss of 49.09 million yuan, a decline of 211% [8] - The fourth quarter of 2024 saw a particularly sharp decline in performance, with a net loss of 58.07 million yuan, a decrease of 1,281.88% year-on-year, and a drop in gross margin from 24.29% in 2023 to 19.43% in 2024 [8] Factors Contributing to Performance Issues - The decline in profitability is attributed to increased depreciation from new capacity, rising procurement costs due to the strengthening of the US dollar, and sustained high prices for raw materials [8] - Despite a 10% increase in sales revenue, rising sales expenses due to new product launches and market expansion have further squeezed profit margins [8] Shareholder Pledge Situation - As of April 29, 2025, the company's largest shareholder has pledged 46.3 million shares, representing 99.99% of their total holdings, while the second-largest shareholder has pledged 43.6 million shares, representing 96.73% of their total holdings [9]

证券代码：603520 证券简称：司太立 公告编号：2025-035 一、募集资金基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意浙江司 太立制药股份有限公司向特定对象发行股票注册的批复》（证监许可〔2024〕373 号）同意，浙江司太立制药股份有限公司（以下简称"公司"）向特定对象发行 人民币普通股95,895,380股，发行价格9.75元/股，募集资金总额为人民币 934,979,955.00元，扣除相关发行费用（不含税）人民币7,187,520.15元后，实 际募集资金净额为人民币927,792,434.85元。上述募集资金已于2024年5月30日到 账，天健会计师事务所（特殊普通合伙）对本次募集资金到位情况进行审验，并 出具了天健验〔2024〕199号《验资报告》。公司根据相关法律法规、规范性文件 的规定签署了《募集资金专户储存三方监管协议》，对募集资金采取专户储存管 理。 二、《募集资金专户存储三方监管协议》的签订情况和募集资金专户的开立 情况 公司于2025年6月12日召开第五届董事会第十六次会议、第五届监事会第十四 次会议，审议通过了《关于继续使用部分闲置募集资金暂时补充流 ...