证券代码：603858 证券简称：步长制药 公告编号：2025-146 山东步长制药股份有限公司 关于全资子公司药品生产许可证变更的公告 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。 山东步长制药股份有限公司（以下简称"公司"）近日获悉全资子公司保定 天浩制药有限公司（以下简称"保定天浩"）获得河北省药品监督管理局许可， 同意保定天浩《药品生产许可证》车间生产范围、药品委托情况的变更，其他内 容不变，现将相关情况公告如下： 一、药品生产许可证相关情况 生产地址和生产范围：河北省定兴县兴华东路 128 号：搽剂，软膏剂，片剂， 溶液剂（外用），乳膏剂，凝胶剂，灌肠剂，油剂，硬胶囊剂，颗粒剂，喷雾剂 （仅限注册申报使用）*** 山东省菏泽市中华西路 1668 号（山东步长神州制药有限公司）：集团内共 用中药提取、颗粒剂*** 1 有效期至：2030 年 07 月 07 日 二、药品生产许可证副本变更情况 企业名称：保定天浩制药有限公司 注册地址：河北省定兴县兴华东路 128 号 法定代表人：王益民 许可证编号：冀 2015005 ...

Core Viewpoint - The announcement indicates that the wholly-owned subsidiary of the company, Baoding Tianhao Pharmaceutical Co., Ltd., has received approval from the Hebei Provincial Drug Administration for changes in its production license, which will positively impact the company's future operations [1] Group 1 - The production license changes include modifications to the production scope for oral suspensions and tablets, as well as shared use of traditional Chinese medicine extraction and granules with Shandong Buchang Shenzhou Pharmaceutical Co., Ltd. [1] - The validity of the new production license is until July 7, 2030, which provides a long-term framework for the company's production capabilities [1] - These changes are expected to optimize the company's production structure and maintain stable production capacity to meet market demand [1]

Core Viewpoint - Shandong Buchang Pharmaceutical Co., Ltd. is expected to report a net profit loss of approximately 4.28 billion to 8.08 billion yuan for the year 2024, primarily due to reduced sales from certain products being restricted by medical insurance policies and a shift in revenue structure [1][2]. Group 1: Financial Performance - The company plans to recognize an additional goodwill impairment of approximately 700 million to 1 billion yuan for its acquisitions of Tonghua Guhong Pharmaceutical Co., Ltd. and Jilin Tiancai Pharmaceutical Co., Ltd. [2] - As of the end of 2022, the company had already recognized a goodwill impairment of 3.07 billion yuan related to these acquisitions [1]. - The total goodwill value for Tonghua Guhong and Jilin Tiancai after the latest impairment will be 1.329 billion yuan [1]. Group 2: Product Performance - The company's core product, Naoxin Tong capsules, has seen a price reduction, with new prices set at 19.90 yuan, 26.26 yuan, and 38.81 yuan for different specifications [2]. - Naoxin Tong capsules, along with Weixin Granules and Danhong Injection, are the company's three exclusive products that significantly contribute to its revenue [3]. - In the first half of 2024, the combined sales revenue from these three products was 2.57 billion yuan, while their total sales revenue for 2023 was 7.428 billion yuan [3].

Core Viewpoint - The company will cancel 51,474,203 repurchased shares, accounting for 4.65% of the total shares before cancellation, reducing the total share capital from 1,106,042,645 shares to 1,054,568,442 shares after the cancellation [2][7]. Group 1: Share Repurchase and Cancellation Details - The company approved a share repurchase plan on December 13, 2023, with a total fund of no less than 180 million yuan and no more than 360 million yuan, with a maximum repurchase price of 24 yuan per share [3]. - The repurchase amount was later increased to between 360 million yuan and 720 million yuan, with the company completing the repurchase by November 6, 2024, acquiring 44,853,573 shares at an average price between 14.16 yuan and 17.44 yuan, totaling approximately 712.38 million yuan [3][4]. - A second repurchase plan was approved on December 26, 2024, with a total fund of no less than 50 million yuan and no more than 100 million yuan, with a maximum price of 23 yuan per share, resulting in the acquisition of 6,620,630 shares by May 9, 2025, at prices between 13.86 yuan and 15.07 yuan, totaling approximately 98.06 million yuan [4]. Group 2: Approval and Legal Compliance - The cancellation of repurchased shares was approved in meetings held on April 25 and May 26, 2025, with the purpose of reducing registered capital [5]. - The company will follow relevant laws and regulations for the cancellation process, with the cancellation expected to be completed on August 12, 2025 [7]. - The company has notified creditors regarding the cancellation, and no requests for early debt repayment or guarantees were received within the stipulated period [7].

关于注销回购股份的实施公告 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。 证券代码：603858 证券简称：步长制药 公告编号：2025-145 山东步长制药股份有限公司 重要内容提示： ●公司将注销 51,474,203 股已回购股份，占注销前公司总股本的比例为 ●回购股份注销日期：2025 年 8 月 12 日 一、股份回购方案及实施情况 山东步长制药股份有限公司（以下简称"公司"）于 2023 年 12 月 13 日召 开第四届董事会第四十七次会议，审议通过了《关于以集中竞价交易方式回购股 份的方案的议案》，同意公司使用自有资金以集中竞价交易方式回购社会公众股 份。本次回购的资金总额不低于 1.80 亿元，不高于 3.60 亿元，回购价格上限为 票的公司债券。公司于 2024 年 6 月 14 日召开第四届董事会第五十六次会议，审 议通过了《关于增加股份回购金额的议案》，同意股份回购金额由原来 1.80-3.60 亿元增加至 3.60-7.20 亿元，原回购股份的方案中其他内容不变。截至 2024 年 股份 44,85 ...

Core Viewpoint - The announcement of an exclusive supply agreement between Sichuan Luzhou Bichang Biopharmaceutical Co., Ltd. and GOODFELLOW PHARMACORPORATION marks a significant step for the company in entering the Philippine market and expanding its international presence, particularly in the Southeast Asian region [1][6]. Group 1: Product and Market Overview - Efparepoetin alfa is an innovative biopharmaceutical product designed to treat anemia in adult dialysis patients caused by chronic kidney disease (CKD), filling a market gap as no similar products have been approved in China [2][3]. - The global chronic kidney disease market is projected to reach USD 41.21 billion in 2024 and USD 43.16 billion in 2025, with a compound annual growth rate (CAGR) of 5.9%, driven by factors such as aging population and increasing diabetes and hypertension cases [3]. Group 2: Strategic Development - The company is focusing on "innovation-driven, diversified development" by strengthening its biopharmaceutical sector while maintaining its leadership in traditional Chinese medicine, with 12 biopharmaceutical products currently in the R&D phase [4]. - The Chinese biopharmaceutical market is expected to exceed RMB 800 billion by 2025, benefiting from policy support and technological innovation, which aligns with the company's strategic direction [4]. Group 3: Financial Performance and Social Responsibility - Since its listing in 2016, the company has returned over RMB 9.183 billion to shareholders through cash dividends and share buybacks, significantly exceeding the initial fundraising of RMB 3.9 billion [5]. - The company has contributed over RMB 32 billion in taxes, supporting local public services and promoting employment through its production and R&D centers across various provinces [5]. Group 4: Future Outlook - The collaboration with GOODFELLOW is seen as a strategic move to capitalize on the growing demand in emerging markets, positioning the company for future internationalization of more products [6]. - The integration of technological innovation, stable capital operations, and social responsibility is expected to create a sustainable competitive advantage for the company in the global pharmaceutical market [6].

Core Viewpoint - The partnership between Sichuan Luzhou Bichang Biological Pharmaceutical Co., Ltd. and GOODFELLOW PHARMACORPORATION marks a significant step for the company in its internationalization strategy, particularly in the Southeast Asian market, through the exclusive supply agreement for Efparepoetin alfa [1][6]. Group 1: Internationalization Strategy - The exclusive supply agreement allows GOODFELLOW to act as the sole agent for Efparepoetin alfa in the Philippines, covering registration, clinical trials, promotion, distribution, and sales [1]. - The agreement is valid for five years from the approval of the import drug license, with a potential five-year extension based on performance [1]. - This collaboration enables the company to enter the Philippine market more rapidly and serves as a foundation for further expansion into Southeast Asia [1][3]. Group 2: Product and Market Insights - Efparepoetin alfa is an innovative biological product designed to treat anemia in adult dialysis patients caused by chronic kidney disease (CKD) [2]. - The product has no direct competitors in the domestic market, filling a significant gap [2]. - The global chronic kidney disease market is projected to grow from $41.21 billion in 2024 to $43.16 billion in 2025, with a compound annual growth rate (CAGR) of 5.9%, reaching over $86.83 billion by 2037 [3]. Group 3: Innovation and Development Strategy - The company is focusing on "innovation-driven, diversified development," strengthening its biological drug segment while maintaining its leadership in traditional Chinese medicine [4]. - Currently, there are 12 biological products in the research and development phase, covering various diseases, including cancer and blood disorders [4]. - The Chinese biological drug market is expected to exceed 800 billion yuan by 2025, driven by policy support and technological innovation [4]. Group 4: Financial Performance and Social Responsibility - Since its listing in 2016, the company has returned over 9.183 billion yuan to shareholders through cash dividends and share buybacks, significantly exceeding the initial fundraising of 3.9 billion yuan [5]. - The company has contributed over 32 billion yuan in taxes, supporting local public services and employment [5]. - The company actively engages in social responsibility initiatives, including medical assistance and health education, enhancing public health awareness [5].

证券代码：603858 证券简称：步长制药 公告编号：2025-145 ●回购股份注销日期：2025 年 8 月 12 日 一、股份回购方案及实施情况 山东步长制药股份有限公司（以下简称"公司"）于 2023 年 12 月 13 日召 开第四届董事会第四十七次会议，审议通过了《关于以集中竞价交易方式回购股 份的方案的议案》，同意公司使用自有资金以集中竞价交易方式回购社会公众股 份。本次回购的资金总额不低于 1.80 亿元，不高于 3.60 亿元，回购价格上限为 24 元/股，用于实施股权激励、员工持股计划、转换上市公司发行的可转换为股 票的公司债券。公司于 2024 年 6 月 14 日召开第四届董事会第五十六次会议，审 议通过了《关于增加股份回购金额的议案》，同意股份回购金额由原来 1.80-3.60 亿元增加至 3.60-7.20 亿元，原回购股份的方案中其他内容不变。截至 2024 年 11 月 6 日，公司完成了本次回购。公司通过集中竞价交易方式已累计回购公司 股份 44,853,573 股，已回购股份占公司当时总股本的比例为 4.06%，购买的最 高价为 17.44 元/股，最低价为 14.16 元 ...

Core Viewpoint - The surge in the Shanghai Composite Index from around 3000 points in April to over 3600 points has led to a noticeable increase in the enthusiasm of listed companies for stock trading, with 57 companies announcing plans to use idle funds for securities investment [1] Group 1: Company Investment Trends - 57 listed companies have announced plans to use their idle funds for securities investment this year [1] - Companies such as Liou Co., Fangda Carbon, Seven Wolves, Tapa Group, Lianfa Co., Xiantan Co., and Zhejiang Yongqiang plan to invest over 1 billion yuan in securities [1] - Liou Co. leads with a proposed investment of 3 billion yuan, while Fangda Carbon and Seven Wolves plan to invest over 2 billion yuan each [1] Group 2: Company Profitability - Most companies engaging in stock trading are from traditional manufacturing sectors such as electric equipment, construction decoration, and steel [1] - Out of the 57 companies, 52 are expected to be profitable in 2024 [1] - The five companies projected to incur losses in 2024 include Buchang Pharma, Haixiang Pharma, Liou Co., Zhongke Jincai, and Baibang Technology [1] Group 3: Notable Losses - Buchang Pharma and Haixiang Pharma are expected to incur significant losses of 550 million yuan and 330 million yuan respectively in 2024, yet they still plan to allocate 30 million yuan and 70 million yuan for securities investment [1]

Core Viewpoint - Shandong Province has awarded Bichang Pharmaceutical the title of "Outstanding Contribution Enterprise for High-Quality Development of Private Economy" for its commitment to public health and alignment with national strategies [1] Group 1: Company Achievements - Bichang Pharmaceutical has focused on the health sector while adhering to the provincial government's initiatives for high-quality development of the private economy [1] - Since its listing in 2016, Bichang Pharmaceutical has distributed over 7.5 billion yuan in dividends, fostering a positive cycle of trust in the capital market [1] - The company has initiated a share buyback program, having repurchased 6.6206 million shares for a total amount of approximately 98.0558 million yuan [1] Group 2: Social Responsibility - Bichang Pharmaceutical integrates social responsibility into its business model, embodying the corporate value of "taking from society and giving back to society" [1] - As of June 30, 2025, the company has contributed over 32 billion yuan in taxes nationwide, with nearly 18 billion yuan coming from its Shandong operations, significantly supporting local economic development [1]