东亚药业公告，公司向不特定对象发行可转换公司债券募集资金投资项目已全部实施完毕并达到预定可 使用状态。本次募投项目节余募集资金1.47亿元，拟将该节余资金永久性补充流动资金，用于公司日常 生产经营。节余募集资金占公司向不特定对象发行可转换公司债券募集资金净额的比例为15.46%。 ...

Core Points - East Asia Pharmaceutical disclosed that as of November 30, the number of shareholders was 10,291, a decrease of 172 from the previous period (November 20), representing a month-on-month decline of 1.64% [2] - This marks the third consecutive decline in the number of shareholders, with a cumulative decrease of 7.13%, indicating a trend of increasing concentration of shares [2] - As of the report, East Asia Pharmaceutical's closing price was 20.27 yuan, down 0.59%, with a cumulative decline of 0.88% since the trend of concentrated shares began [2] - Over the specific trading days, the stock experienced 12 increases and 9 decreases [2]

Group 1 - The core viewpoint of the news is that Dongya Pharmaceutical has shown fluctuations in stock performance and financial metrics, indicating potential investment opportunities and challenges [1][2][3] Group 2 - As of November 28, Dongya Pharmaceutical's stock price increased by 2.05% to 20.41 CNY per share, with a market capitalization of 2.342 billion CNY [1] - The company has seen a year-to-date stock price increase of 3.60%, a 5-day increase of 5.97%, a 20-day decrease of 0.20%, and a 60-day increase of 3.08% [1] - The main business revenue composition includes β-lactam antibiotics (44.84%), anticholinergic and synthetic antispasmodic drugs (23.92%), quinolone antibiotics (12.86%), antifungal drugs for skin use (8.87%), and other products (5.05%) [1] - As of November 20, the number of shareholders decreased by 3.36% to 10,500, while the average circulating shares per person increased by 3.48% to 10,760 shares [2] - For the period from January to September 2025, Dongya Pharmaceutical reported a revenue of 596 million CNY, a year-on-year decrease of 38.08%, and a net profit of -72.41 million CNY, a year-on-year decrease of 260.31% [2] - The company has distributed a total of 132 million CNY in dividends since its A-share listing, with 69.72 million CNY distributed in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders included a new shareholder, Nuoan Multi-Strategy Mixed A, holding 811,700 shares [3]

Group 1 - East Asia Pharmaceutical's stock price fell by 5.04% on November 21, closing at 19.58 CNY per share, with a trading volume of 14.90 million CNY and a turnover rate of 0.66%, resulting in a total market capitalization of 2.246 billion CNY [1] - The company's stock has experienced a continuous decline over three days, with a cumulative drop of 3.87% during this period [1] - East Asia Pharmaceutical, established on February 6, 1998, and listed on November 25, 2020, specializes in the research, production, and sales of chemical raw materials and pharmaceutical intermediates [1] Group 2 - The main revenue composition of East Asia Pharmaceutical includes: β-lactam antibiotics (44.84%), anticholinergic and synthetic antispasmodic drugs (23.92%), quinolone antibiotics (12.86%), antifungal drugs for skin use (8.87%), other products (5.05%), and additional items (4.46%) [1] - Among the top ten circulating shareholders, a fund under Nuoan Fund, Nuoan Multi-Strategy Mixed A (320016), entered the list in the third quarter, holding 811,700 shares, which accounts for 0.72% of the circulating shares [2] - The estimated floating loss for Nuoan Multi-Strategy Mixed A today is approximately 844,200 CNY, with a floating loss of 673,700 CNY during the three-day decline [2] Group 3 - The fund manager of Nuoan Multi-Strategy Mixed A is Kong Xianzheng, who has been in the position for 4 years and 361 days, managing a total fund size of 5.608 billion CNY [3] - During his tenure, the best fund return was 95.2%, while the worst return was -16.74% [3]

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：605177 | 证券简称：东亚药业 | 公告编号：2025-053 | | --- | --- | --- | | 债券代码：111015 | 债券简称：东亚转债 | | 浙江东亚药业股份有限公司 关于举办2025年第三季度业绩说明会的公告 三、参加人员 董事长兼总经理池骋先生，独立董事冯燕女士，财务负责人王小敏女士，董 事会秘书周剑波先生（如遇特殊情况，参会人员可能进行调整）。 重要内容提示： 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 11 月 21 日 前 访 问 网 址 https://eseb.cn/1sYKVAbsOI0 或使用微信扫描下方小程序码进行会前提问，浙江 东亚药业股份有限公司（以下简称"公司"或"东亚药业"）将通过本次业绩说 明会，在信息披露允许范围内就投资者普遍关注的问题进行回答。 一、说明会类型 公司已于 2025 年 10 月 31 日在上海证券交易所网站（www.sse.com.cn）披 露了《2025 年第三季度 ...

Core Viewpoint - East Asia Pharmaceutical announced on November 6 that as of October 31, 2025, the number of shareholders will reach 11,081 [2] Summary by Categories - Company Information - East Asia Pharmaceutical will have 11,081 shareholders by October 31, 2025 [2] - Industry Context - The announcement reflects the company's growth and potential interest from investors in the pharmaceutical sector [2]

Group 1 - The core viewpoint of the news is that Dongya Pharmaceutical has shown a positive stock performance recently, with a 5.89% increase in stock price year-to-date and a 3.99% increase over the last five trading days [1] - As of November 3, the stock price reached 20.86 yuan per share, with a market capitalization of 2.393 billion yuan [1] - The company reported a net inflow of main funds amounting to 2.6794 million yuan, indicating investor interest [1] Group 2 - Dongya Pharmaceutical's revenue for the first nine months of 2025 was 596 million yuan, a decrease of 38.08% year-on-year, while the net profit attributable to shareholders was -72.41 million yuan, a decline of 260.31% [2] - The company has distributed a total of 132 million yuan in dividends since its A-share listing, with 69.72 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders increased by 2.48% to 10,900, while the average number of tradable shares per person decreased by 2.42% to 10,298 shares [2]

Core Viewpoint - Under high pressure from restrictions on supply and procurement, the fundamentals of Dongya Pharmaceutical appear to be deteriorating, with a significant decline in revenue exceeding 40% in the third quarter. The company's high inventory raises concerns about potential risks in the 2025 financial report, alongside regulatory scrutiny for alleged misappropriation of raised funds [1][9]. Financial Performance - For the first three quarters, Dongya Pharmaceutical reported revenue of 596 million yuan, a year-on-year decrease of 38.08%. The net profit attributable to shareholders was -72.41 million yuan, down 260.31%, while the net profit excluding non-recurring items was -81.98 million yuan, a decline of 315.27%. In Q3 alone, revenue was 180 million yuan, down 42.67%, with a net profit of -42.18 million yuan, a drop of 432.24% [1][2]. Business Overview - Established in 1998, Dongya Pharmaceutical focuses on the research, production, and sales of chemical raw materials and intermediates, primarily in the antibacterial drug sector, including β-lactam antibiotics and quinolones. The decline in performance is attributed to reduced demand from downstream customers for β-lactam antibiotics [2][4]. Product Performance - The β-lactam antibiotics segment generated revenue of 793 million yuan, accounting for nearly 70% of the company's total revenue. The overall market for systemic antibacterial drugs has faced significant fluctuations due to ongoing policy pressures, with a reported 12.68% decline in sales in 2024 [4][5]. Inventory Concerns - As of now, the company holds nearly 700 million yuan in inventory. The substantial inventory raises questions about potential impairment risks, especially given the ongoing decline in the company's core business [7][9]. Regulatory Issues - Dongya Pharmaceutical has received a regulatory notice for allegedly misappropriating raised funds, with discrepancies found between the actual use of funds and the disclosures made in the IPO prospectus. This violation of disclosure regulations has led to corrective measures mandated by the regulatory authority [9][10]. Project Delays - The company has announced delays in two key projects funded by convertible bonds, pushing the expected production start date to December 2025. This decision is influenced by various factors, including industry policy changes and increased market competition [10].

Core Viewpoint - Zhejiang Dongya Pharmaceutical Co., Ltd. has received a corrective order from the Zhejiang Securities Regulatory Bureau, requiring the company to rectify issues related to the use of raised funds and information disclosure [8][10]. Financial Data - The third-quarter financial report for 2025 has not been audited [3]. - The company reported that the net amount raised from its initial public offering (IPO) was approximately RMB 782.44 million after deducting various fees [37]. Rectification Measures - The company plans to permanently adjust the use of funds from the R&D center construction project to an administrative complex, while maintaining the existing R&D areas [11][44]. - The company has organized training for relevant personnel to enhance compliance awareness and prevent future issues related to fund management [13][14]. Board and Supervisory Meetings - The 11th meeting of the 4th Board of Directors and the 10th meeting of the 4th Supervisory Board were held on October 30, 2025, to discuss and approve the third-quarter report and the adjustment of the R&D center project [19][29]. - Both meetings confirmed that the adjustments to the project would not negatively impact the company's economic benefits or the implementation of the IPO fundraising projects [33][45]. Compliance and Governance - The company emphasizes the importance of improving internal controls and compliance with securities laws following the corrective order [15]. - The company aims to enhance its governance and operational standards to protect the interests of shareholders and investors [15].

Core Viewpoint - East Asia Pharmaceutical (605177.SH) reported a significant decline in revenue and incurred losses in the first three quarters of 2025 [1] Financial Performance - The company achieved a revenue of 596 million yuan in the first three quarters, representing a year-on-year decrease of 38.08% [1] - The net profit attributable to the parent company was a loss of 72.41 million yuan [1] - The non-recurring net profit also showed a loss of 81.98 million yuan [1] - Basic earnings per share were reported at -0.63 yuan [1]