证券代码：603520 证券简称：司太立 公告编号：2025-029 浙江司太立制药股份有限公司 关于暂时补充流动资金的募集资金全部归还至募集 资金专户的公告 特此公告。 浙江司太立制药股份有限公司董事会 2025年6月11日 2025 年 5 月 30 日，公司将上述暂时补充流动资金的募集资金中的 10,000.00 万元归还至募集资金专用账户。 2025 年 6 月 10 日，公司将上述暂时补充流动资金的募集资金中的剩余 20,000.00 万元归还至募集资金专用账户。 截至本公告披露日，公司暂时补充流动资金的募集资金已全部归还至募集资 金专户，并通知了保荐机构和保荐代表人。 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。 浙江司太立制药股份有限公司（以下简称"公司"）于 2024 年 6 月 17 日召 开第五届董事会第九次会议审议通过《关于使用闲置募集资金暂时补充流动资金 的议案》，同意公司使用合计不超过 30,000.00 万元闲置募集资金暂时补充流动 资金，使用期限自公司董事会审议批准之日起不超过 12 个月。具体 ...

证券代码：603520 证券简称：司太立 公告编号：2025-028 浙江司太立制药股份有限公司 关于全资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。 浙江司太立制药股份有限公司（以下简称"公司"）全资子公司上海司太立 制药有限公司（以下简称"上海司太立"）于近日收到国家药品监督管理局（以 下简称"国家药监局"）核准签发的碘普罗胺注射液《药品注册证书》，现将具 体情况公告如下： 一、药品的基本情况 药品通用名称：碘普罗胺注射液 剂型：注射剂 规格：100ml:76.89g 药品批准文号：国药准字 H20254251 申请事项：药品注册（境内生产） 注册分类：化学药品 4 类 生产企业名称：上海司太立制药有限公司 生产企业地址：上海市金山工业区茂业路 500 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，发给药品注册证书。质量标准、说明书、 标签及生产工艺照所附执行。药品生产企业应当符合药品生产质量管理规范要求 方可生产销售。 二、药品研 ...

司太立（603520）公告，全资子公司上海司太立制药有限公司近日收到国家药品监督管理局核准签发的 碘普罗胺注射液《药品注册证书》。该药品用于诊断用药，规格为100ml:76.89g，批准文号有效期至 2030年05月26日。截至目前，碘普罗胺注射液累计研发投入约10.83亿元。2023年国内销售额为13.58亿 元，2024年为15.09亿元。 ...

证券代码：603520 证券简称：司太立 公告编号：2025-027 浙江司太立制药股份有限公司 关于暂时补充流动资金的募集资金归还至募集资金 专户的公告 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。 浙江司太立制药股份有限公司（以下简称"公司"）于 2024 年 6 月 17 日召 开第五届董事会第九次会议审议通过《关于使用闲置募集资金暂时补充流动资金 的议案》，同意公司使用合计不超过 30,000.00 万元闲置募集资金暂时补充流动 资金，使用期限自公司董事会审议批准之日起不超过 12 个月。具体内容详见 2024 年 6 月 18 日公司于上海证券交易所网站（www.sse.com.cn）披露的《关于使用 闲置募集资金暂时补充流动资金的公告》（公告编号：2024-040）。 公司于 2025 年 5 月 30 日前，已将上述临时补充流动资金的募集资金 10,000.00 万元全部归还至募集资金专用账户，并通知了保荐机构和保荐代表人。 特此公告。 浙江司太立制药股份有限公司董事会 2025年5月31日 ...

证券代码：603520 证券简称：司太立 公告编号：2025-026 浙江司太立制药股份有限公司 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。 相关日期 重要内容提示： 每股分配比例 A 股每股现金红利0.10元 | 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 | 2025/6/5 | － | 2025/6/6 | 2025/6/6 | 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 本次利润分配方案经公司2025 年 5 月 22 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。 3. 分配方案： 本次利润分配以方案实施前的公司总股本438,409,881股为基数，每股派发现金红利0.10 元（含税），共计派发现金红利4 ...

重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 证券代码：603520 证券简称：司太立 公告编号：2025-025 浙江司太立制药股份有限公司 2024年年度股东大会决议公告 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)股东大会召开的时间：2025 年 5 月 22 日 (二)股东大会召开的地点：浙江省仙居县现代工业集聚区丰溪西路 9 号公司行政 楼会议室现场结合线上方式 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 522 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 522 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 26.0101 | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次会议由公司董事会召集，董事长胡健先生主持，会议以现场投票结合网 络投票的方式进行表决，会议的召集、召开和表决方式符合《公司 ...

北京金诚同达律师事务所 关于 浙江司太立制药股份有限公司 2024 年年度股东会的 法律意见书 北京市朝阳区建国门外大街 1 号国贸大厦 A 座 10 层 电话：010-5706 8585 传真：010-6518 5057 金诚同达律师事务所 法律意见书 北京金诚同达律师事务所 关于浙江司太立制药股份有限公司 2024 年年度股东会的 法律意见书 金证法意【2025】字 0520 第 0474 号 致：浙江司太立制药股份有限公司 北京金诚同达律师事务所（以下简称"本所"）接受浙江司太立制药股份有 限公司（以下简称"司太立"或"公司"）的聘请，指派本所律师出席公司 2024 年年度股东会（以下简称"本次股东会"）并对会议的相关事项出具法律意见书。 本所律师根据《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》《上市公司股东会规则》（以下简称"《股东会规则》"） 《律师事务所从事证券法律业务管理办法》《律师事务所证券法律业务执业规则 （试行）》等有关法律、法规和规范性文件的要求以及《浙江司太立制药股份有 限公司章程》（以下简称"《公司章程》"）的规定，对本次股东会的召集、召 开程序，出 ...

Summary of the Conference Call for Sitaly Company Overview - Sitaly has been established since 1997 and is a leading player in the iodine contrast agent market, holding the largest production capacity and the most comprehensive product range in China. The company has a significant global presence and influence in the industry [3][4]. Industry Insights - The iodine contrast agent market is characterized by substantial growth potential and high entry barriers, with few global participants. Demand is expected to grow from 10,000 tons to 20,000 tons over the next decade, particularly in emerging markets like China [2][4]. - The industry is projected to maintain a stable competitive landscape due to cautious expansion plans from other companies [5]. Financial Performance - Sitaly is expected to achieve a compound annual growth rate (CAGR) of nearly 18% in revenue from 2018 to 2024, indicating stable growth despite initial profit fluctuations due to capacity investments [2][3]. - Projected net profits for the next three years are estimated at 96 million yuan, 245 million yuan, and 360 million yuan respectively. The current stock price corresponds to a price-to-earnings (P/E) ratio of approximately 14 times for 2026, suggesting attractive valuation [4][10]. Competitive Advantages - Sitaly has made significant technological investments and has obtained regulatory certifications in major markets including China, the US, Europe, and Japan, enhancing its competitive edge in new product registrations [2][6]. - The raw material drug business is supported by three major production bases, with expected revenue from iodine contrast agent raw materials and intermediates reaching approximately 1.2 billion yuan in 2024, accounting for over half of total revenue. The company is well-prepared to capture the transfer of production capacity from Europe and the US [7][9]. Business Segments - The formulation business is primarily focused on the domestic market, with projected revenue of 558 million yuan in 2024, reflecting a year-on-year growth of 14%. The overseas formulation platform is expected to grow rapidly by 60%, reaching around 86 million yuan [8][9]. - The company has secured bids for three core iodine contrast agent products, laying the groundwork for future sales and addressing long-standing supply-demand issues [9]. Long-term Outlook - Sitaly's global strategy implementation is anticipated to drive economies of scale and optimize product structure, leading to sustained performance growth. The company is expected to benefit from its existing fixed assets and ongoing projects, which could support revenue levels exceeding 6 billion yuan with a net profit margin of around 10% [10].

Investment Rating - The report maintains a "Strong Buy" rating for the company [1][11]. Core Views - The company is a leading enterprise in the highly scarce contrast agent industry, poised to enter a new phase of rapid growth [2]. - The iodine contrast agent sector is characterized by a large market size, long-term growth potential, high entry barriers, and few global players, making it an excellent investment opportunity [10]. - The company has strengthened its competitive position through strategic capacity investments and is expected to benefit from scale effects and product upgrades in the coming years [10][18]. Summary by Sections Section 1: Scarcity in the Contrast Agent Industry - The company has over 20 years of experience in the contrast agent field and is the largest producer of iodine contrast agent raw materials in China [15]. - From 2018 to 2024, the company's revenue compound annual growth rate (CAGR) reached 17.6%, indicating robust growth [15]. - The company has established a comprehensive layout across the entire contrast agent industry chain, enhancing its core competitiveness [15]. Section 2: Iodine Contrast Agent Raw Materials - The company is expected to achieve revenue of 1.226 billion yuan from iodine contrast agent raw materials and intermediates in 2024, maintaining a stable contribution to overall revenue [27]. - New production capacities from the company's three major production bases are gradually being realized, which will lead to increased revenue and gross margins in the iodine contrast agent segment [27][28]. Section 3: Formulations and Global Strategy - The domestic formulation business is projected to generate revenue of 558 million yuan in 2024, with a year-on-year growth of 13.75% [42]. - The company has successfully won bids for three major iodine contrast agent formulations, positioning itself advantageously in the domestic market [46]. - The overseas formulation business, particularly through the Ireland IMAX platform, is expected to see significant revenue and profit growth [47]. Financial Projections - The company is projected to achieve net profits of 96 million yuan, 245 million yuan, and 360 million yuan for the years 2025, 2026, and 2027, respectively, indicating a turnaround from losses [3][11]. - The current stock price corresponds to price-to-earnings (PE) ratios of 42, 17, and 11 for the years 2025, 2026, and 2027, respectively [11].

Investment Rating - The report maintains a "Strong Buy" rating for the company [3]. Core Views - The company is expected to overcome operational bottlenecks and improve profitability, moving towards becoming a comprehensive supplier of contrast agents [1][7]. - The management efficiency has improved significantly under the current chairman, with revenue per employee increasing from 550,000 RMB in 2015 to 1,340,000 RMB in 2025 [7][19]. - The company is entering a phase of increased production capacity for iodine contrast agents, with capital expenditures (CAPEX) peak passed and utilization rates expected to rise [7][19]. - The domestic and international demand for contrast agents is expanding, with the company positioned as a key supplier in the iodine contrast agent market [7][27]. Financial Data and Projections - The company is projected to achieve a net profit of 0.7 billion RMB in 2025, 2.3 billion RMB in 2026, and 3.5 billion RMB in 2027, with corresponding price-to-earnings (PE) ratios of 58, 18, and 11 [8][75]. - Revenue is expected to grow from 2.196 billion RMB in 2023 to 3.516 billion RMB in 2027, reflecting a compound annual growth rate (CAGR) of approximately 15% [8][85]. - The company’s operating profit is forecasted to recover from a loss of 0.054 billion RMB in 2024 to a profit of 0.277 billion RMB in 2026 [8][85]. Market Dynamics - The global market for contrast agents is projected to grow at a compound annual growth rate (CAGR) of 6.8%, with iodine contrast agent demand expected to double in the next decade [7][31]. - The supply of iodine is constrained, with major producers unable to significantly increase output, maintaining a tight balance between supply and demand [22][27]. - The company is positioned as a leading supplier in the iodine contrast agent market, with a comprehensive product range and established customer relationships [7][34]. Production Capacity and Expansion - The company has completed the construction of over 2,400 tons of raw material capacity, with approximately 1,800 tons certified under major quality systems [7][37]. - The company plans to utilize funds from a recent capital increase to expand production capacity for non-ionic CT contrast agents and iodine compounds [37][38]. Competitive Position - The company has a significant market share in iodine contrast agents, with a focus on expanding its product offerings and enhancing its competitive edge through strategic investments [7][34]. - The domestic procurement policies are expected to benefit the company, as it has a strong cost and scale advantage in raw materials [7][57]. International Expansion - The company is leveraging its international platform, IMAX, to enhance its global presence, with sales revenue from overseas operations increasing by 60% year-on-year [72]. - The company anticipates completing EU-GMP certification for its Shanghai facility in 2025, facilitating further international market penetration [72][75].