证券日报网讯诚意药业11月4日在互动平台回答投资者提问时表示，公司的二十碳五烯酸乙酯软胶囊原 料为外部采购，不受公司的原料药影响，药品级EPA原料药目前正在技术升级中，暂未申报。 （文章来源：证券日报） ...

证券日报网讯诚意药业（603811）11月4日在互动平台回答投资者提问时表示，目前公司已获批的二十 碳五烯酸乙酯软胶囊的原料药为外部采购。该品种目前处于车间符合性检查过程中，预计2026年能产生 销量。 ...

Core Viewpoint - Chengyi Pharmaceutical, established in 2001 and listed in 2017, is a well-known pharmaceutical company in China with significant investment value due to its integrated R&D, production, and sales capabilities in chemical drugs and formulations [1] Group 1: Business Performance - For Q3 2025, Chengyi Pharmaceutical reported revenue of 597 million yuan, ranking 71st among 110 companies in the industry, significantly lower than the top two companies, East China Pharmaceutical (32.664 billion yuan) and Fosun Pharma (29.393 billion yuan), and below the industry average of 2.8 billion yuan, but above the median of 838 million yuan [2] - The net profit for the same period was 145 million yuan, ranking 43rd in the industry, with the top two companies, Hengrui Medicine (5.76 billion yuan) and Fosun Pharma (3.056 billion yuan), far exceeding this figure, while the industry average was 299 million yuan and the median was 78.29 million yuan, indicating that the company's net profit is above the industry median [2] Group 2: Financial Ratios - As of Q3 2025, Chengyi Pharmaceutical's debt-to-asset ratio was 21.44%, down from 31.32% in the previous year and below the industry average of 35.26%, indicating strong solvency [3] - The gross profit margin for the same period was 70.96%, an increase from 69.01% year-on-year and higher than the industry average of 57.17%, reflecting strong profitability [3] Group 3: Management Compensation - The chairman, Yan Yiyi, received a salary of 1.6347 million yuan in 2024, an increase of 184,000 yuan from 2023, while the general manager, Zhao Chunji, earned 1.3328 million yuan, up 82,100 yuan from the previous year [4] Group 4: Shareholder Information and Market Strategy - As of September 30, 2025, the number of A-share shareholders increased by 52.63% to 23,900, while the average number of circulating A-shares held per account decreased by 34.48% to 13,700 [5] - Chengyi Pharmaceutical's core product, glucosamine hydrochloride capsules, has expanded market coverage through centralized procurement, with sales management driving terminal growth, covering over 50,000 medical institutions nationwide [5] - The company is actively advancing its new drug applications in the fish oil sector and has a rich pipeline of research, with expectations for net profits of 204 million yuan, 243 million yuan, and 269 million yuan for 2025 to 2027, representing year-on-year growth of 1.8%, 19.1%, and 10.7% respectively, with a target price of 15.50 yuan per share for 2025 [5]

Core Viewpoint - Chengyi Pharmaceutical (603811) experienced a significant decline of 8.39% in its stock price, with a trading volume of 3.87 billion yuan and a turnover rate of 9.61% on the day of the report [2][3]. Trading Activity - The stock was listed on the Shanghai Stock Exchange's "龙虎榜" due to a daily price deviation of -8.17%, with institutional investors net selling 12.96 million yuan [2]. - The top five trading departments had a total transaction amount of 93.75 million yuan, with buying transactions amounting to 27.34 million yuan and selling transactions totaling 66.41 million yuan, resulting in a net sell of 39.07 million yuan [2][3]. - Among the trading departments, one institutional seat was noted, which was the second-largest seller, net selling 12.96 million yuan [2]. Recent Performance - Over the past six months, the stock has appeared on the "龙虎榜" five times, with an average price drop of 0.56% the day after being listed and an average decline of 2.62% over the following five days [3]. - On the day of the report, the stock saw a net inflow of 742,800 yuan from major funds, with a significant inflow of 12.62 million yuan from large orders, while large orders saw a net outflow of 11.88 million yuan [3]. Financial Results - The company reported its third-quarter results on October 28, showing a total revenue of 597 million yuan for the first three quarters, representing a year-on-year growth of 14.69%, and a net profit of 143 million yuan, reflecting a year-on-year increase of 21.91% [3].

Market Overview - The chemical pharmaceutical sector experienced a decline of 1.54% on October 28, with Chengyi Pharmaceutical leading the drop [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - Notable gainers included: - N Baitete (688759) with a closing price of 31.01, up 74.41% and a trading volume of 340,300 shares, totaling 1.11 billion yuan [1] - Hongyuan Pharmaceutical (301246) closed at 17.98, up 6.33% with a trading volume of 351,700 shares, totaling 626 million yuan [1] - Major decliners included: - Chengyi Pharmaceutical (603811) closed at 12.23, down 8.39% with a trading volume of 314,700 shares, totaling 387 million yuan [2] - Chenxin Pharmaceutical (603367) closed at 20.54, down 7.89% with a trading volume of 421,800 shares, totaling 885 million yuan [2] Capital Flow - The chemical pharmaceutical sector saw a net outflow of 2.077 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.337 billion yuan [2] - The capital flow for individual stocks indicated that N Baitete had a net inflow of 445.16 million yuan from institutional investors, representing 40.17% of its total trading [3] - Chengyi Pharmaceutical experienced a net outflow of 516.61 million yuan from retail investors, accounting for 13.34% of its trading [3]

Core Viewpoint - Chengyi Pharmaceutical reported strong financial performance for the first three quarters of 2025, with significant revenue and profit growth driven by its core product, glucosamine, and an effective employee stock ownership plan aimed at enhancing competitiveness and employee engagement [1][2]. Financial Performance - The company achieved a revenue of 597 million yuan, representing a year-on-year increase of 14.69% [1] - The net profit attributable to shareholders reached 143 million yuan, up 21.91% year-on-year [1] - The net profit after deducting non-recurring items was 140 million yuan, reflecting a growth of 31.40% [1] - The gross profit margin improved from 68.97% in Q1 to 73.67% in Q3 [1] Product Performance - Revenue from joint-related drugs grew by 42.23% year-on-year, totaling 492 million yuan [1] - The growth in revenue is primarily driven by glucosamine, which has seen enhanced sales through diversified channels [1][2] Market Dynamics - The aging population and changing lifestyles in China are contributing to the long-term expansion of the glucosamine market [2] - The market for bone health supplements is projected to grow from 12.1 billion yuan in 2021 to 18.3 billion yuan by 2025, with glucosamine penetration nearing 50% [2] Strategic Initiatives - The company has expanded its market coverage from 9 provinces to 30 provinces following the expiration of national centralized procurement in the second half of 2023 [2] - This expansion has led to a near doubling of glucosamine sales from 254 million yuan in the first three quarters of 2023 to 492 million yuan in the same period of 2025 [2] Competitive Advantages - Chengyi Pharmaceutical benefits from an integrated production approach for glucosamine, utilizing chitin derived from local marine resources, which helps in cost and quality assurance [3] - The company has a dual licensing advantage for both raw materials and formulations, enhancing its competitive position in the market [3] Future Outlook - The company's marine biomedicine strategy is expected to drive future growth, with ongoing projects like the construction of a large-scale EPA production facility [3] - Chengyi Pharmaceutical's integrated approach may extend beyond glucosamine to other areas, such as fish oil, positioning it favorably in the evolving market landscape [3]

Core Viewpoint - Chengyi Pharmaceutical (603811.SH) reported a decline in institutional ownership in its Q3 2025 report, indicating a potential shift in investor sentiment [1] Institutional Ownership - As of October 27, 2025, three institutional investors hold a total of 17.8785 million shares of Chengyi Pharmaceutical, representing 5.46% of the total share capital [1] - The institutional ownership decreased by 2.33 percentage points compared to the previous quarter [1] Public Fund Holdings - In this period, 82 public funds were not disclosed compared to the previous quarter, including notable funds such as China Merchants Quantitative Selected Stock A and Penghua Healthcare Stock [1] Social Security Fund - One social security fund, the National Social Security Fund 604 Portfolio, reduced its holdings by 2.59% compared to the previous quarter [1]

Core Viewpoint - Chengyi Pharmaceutical (603811.SH) reported a revenue of 597 million yuan for the first three quarters of 2025, reflecting a year-on-year growth of 14.69% [1] - The net profit attributable to shareholders reached 143 million yuan, marking a year-on-year increase of 21.91% [1] - The basic earnings per share stood at 0.45 yuan [1] Financial Performance - Total operating revenue for the first three quarters was 597 million yuan, up 14.69% compared to the previous year [1] - Net profit attributable to the parent company was 143 million yuan, representing a 21.91% increase year-on-year [1] - Basic earnings per share recorded at 0.45 yuan [1]

根据上海证券交易所发布的《上市公司行业信息披露指引第六号——医药制造》的 要求，现将浙江诚意药业股份有限公司（以下简称"公司"）2025 年第三季度主要经营 数据披露如下： 一、报告期内，公司主营业务分行业、分产品经营情况： | | | | | | 主营业务分行业情况 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 分行业 | 营业收入 | 营业成本 | 毛利率（%） | 营业收入 比上年增 | 营业成本 比上年增 | 毛 利 率 比 上 年增减（%） | | | | | | 减（%） | 减（%） | | | 医药制造业 | 596,506,628.05 | 173,293,477.48 | 70.95 | 14.87 | 8.18 | 1.80 | | | | 主营业务分产品情况 | | | | | | 分产品 | 营业收入 | 营业成本 | 毛利率（%） | 营业收入 比上年增 减（%） | 营业成本 比上年增 减（%） | 毛利率比上 年增减（%） | | 制剂 | 496,513,404.00 | 118,393,845.78 | 76 ...

浙江诚意药业股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 证券代码：603811 证券简称：诚意药业 公告编号：2025-059 销售副总经理：颜丽娜 投资者可于 2025 年 11 月 19 日 （星期三） 至 11 月 25 日 （星 期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 office@chengyipharma.com 进行提问。公司将在说 明会上对投资者普遍关注的问题进行回答。 浙江诚意药业股份有限公司（以下简称"公司"）已于 2025 年 10 月 28 日发布公司 2025 年第三季度报告，为便于广大投资者更全 面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划 于 2025 年 11 月 26 日 （星期三） 09:00-10:00 举行 2025 年第三季 度业绩说明会，就投 ...