证券代码：688189 证券简称：南新制药 公告编号：2025-037 为进一步加强与投资者的互动交流，湖南南新制药股份有限公司（以下简称 "公司"）将参加由湖南证监局、湖南省上市公司协会与深圳市全景网络有限公 司联合举办的"资本聚三湘 楚光耀新程——2025 年湖南辖区上市公司投资者 网上集体接待日暨半年度业绩说明会"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 9 月 19 日（星期五）14:00-17:00。届 时公司高级管理人员将在线就公司 2024 年至 2025 半年度业绩、公司治理、发展 战略、经营状况和可持续发展等投资者关心的问题，与投资者进行沟通与交流， 欢迎广大投资者踊跃参与！ 特此公告。 湖南南新制药股份有限公司董事会 2025 年 9 月 13 日 湖南南新制药股份有限公司 关于参加 2025 年湖南辖区上市公司投资者网上集体接待日 暨半年度业绩说明会活动的公告 本公司董事会及全体董事保证本公告内容不 ...

Company Overview - Nanjing Pharmaceutical Co., Ltd. is located in Guangzhou, Guangdong Province, and was established on December 27, 2006. The company was listed on March 26, 2020. Its main business focuses on the research, production, and sales of antiviral drugs for influenza and other infectious diseases, as well as treatments for major diseases such as cardiovascular diseases and diabetes. The revenue composition is entirely from chemical drug formulations, accounting for 100% [1]. Stock Performance - As of September 12, Nanjing Pharmaceutical's stock price decreased by 2.07%, trading at 12.75 CNY per share, with a total market capitalization of 3.499 billion CNY. The stock has increased by 94.95% year-to-date, but has seen a decline of 7.47% in the last five trading days and 5.42% in the last 20 days. Over the past 60 days, the stock has risen by 77.33% [1]. - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on August 27, where it recorded a net buy of 104 million CNY, accounting for 30.60% of total trading volume [1]. Financial Performance - For the first half of 2025, Nanjing Pharmaceutical reported a revenue of 61.8463 million CNY, a year-on-year decrease of 71.28%. The net profit attributable to the parent company was -40.0023 million CNY, reflecting a significant decline of 493.23% compared to the previous period [2]. - The company has cumulatively distributed 40.74 million CNY in dividends since its A-share listing, with no dividends distributed in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 7.02% to 9,464, while the average number of tradable shares per person decreased by 6.56% to 28,994 shares [2]. - Among the top ten circulating shareholders, Dazheng Jingheng Mixed A (090019) holds 2.9738 million shares, with no change in the number of shares held compared to the previous period [3].

9月9日，南新制药跌5.21%，截至发稿，报12.91元/股，成交1.25亿元，换手率3.41%，总市值35.43亿 元。 从基金十大重仓股角度 资料显示，湖南南新制药股份有限公司位于广东省广州市萝岗区开源大道196号自编1-2栋，成立日期 2006年12月27日，上市日期2020年3月26日，公司主营业务涉及专注于流行性感冒等抗病毒、传染病防 治药品,以及心脑血管疾病、糖尿病等其他重大疾病治疗药品研发、生产与销售的制药企业。主营业务 收入构成为：化学药品制剂100.00%。 数据显示，大成基金旗下1只基金重仓南新制药。大成景恒混合A（090019）二季度持有股数297.38万 股，与上期相比持股数量不变，占基金净值比例为2.67%，位居第二大重仓股。根据测算，今日浮亏损 失约211.14万元。 从南新制药十大流通股东角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，大成基金旗下1只基金位居南新制药十大流通股东。大成景恒混合A（090019）二季度持有 股数 ...

Group 1 - The company plans to focus on innovative drug research and development, including advancing the Phase III clinical trial of the modified new drug Palivizumab inhalation solution and initiating the Phase I clinical trial of oral lyophilized powder of Diphenylhydantoin [1] - The company reported a significant decline in revenue, achieving 61.8463 million yuan, a year-on-year decrease of 71.28%, and a net loss attributable to shareholders of 40.0023 million yuan [1] - The decline in performance is attributed to industry policy environment, intensified market competition, and reduced sales of high-margin products due to lower flu cases and insufficient market demand [1] Group 2 - The company announced plans to acquire a group of assets from Future Pharmaceuticals for no more than 480 million yuan, which includes both marketed and in-development products related to multi-trace element injection [2] - As of June 30, 2025, the company's cash balance was 439 million yuan, and the acquisition has raised concerns about depleting financial resources [3] - The company believes that the acquisition aligns with its "big health" development strategy and will enhance its product pipeline, optimizing its product layout in "anti-infection - chronic disease - nutritional support" [3]

Core Viewpoint - Nanjing Pharmaceutical plans to acquire multiple drug products from Future Pharmaceutical for a total consideration of up to 480 million yuan, which has raised concerns about the company's financial stability due to its cash balance of 439 million yuan as of June 30, 2025 [3][4]. Acquisition Details - The acquisition includes both listed products, "Multiple Trace Element Injection (I)" and "Multiple Trace Element Injection (II)", as well as the in-development "Multiple Trace Element Injection (III)" along with all related ownership and intellectual property rights [3]. - The final transaction price will be determined through negotiations between the parties involved [3]. Financial Implications - Nanjing Pharmaceutical's representatives stated that the acquisition is still in the preliminary planning stage and will not impose significant financial pressure on the company, as it typically uses a combination of self-funding and project loans for acquisitions [4]. - The company reported a significant decline in revenue, with a 71.28% year-on-year decrease to 62 million yuan in the first half of 2025, resulting in a net loss of 40 million yuan [9][10]. Product Pipeline and Market Position - The acquisition aims to enrich the company's product pipeline and enhance its "all-age health management" product matrix, optimizing its layout in "anti-infection, chronic disease, and nutritional support" [5]. - The "Multiple Trace Element Injection (I)" is a national medical insurance Class B product primarily used for treating or supporting infants and children’s basic needs for trace elements [4]. Market Competition - Future Pharmaceutical has been a major player in the market for "Multiple Trace Element Injection (I)", which is currently sold by only two companies, including Future Pharmaceutical itself [4]. - Competitors in the market include Weixin Kang, which has seen fluctuating revenues for its trace element injection products, with a peak revenue of 182 million yuan in 2021, followed by a decline due to price reductions from centralized procurement [6][10]. Research and Development - Nanjing Pharmaceutical's R&D investment for the first half of 2025 was approximately 47 million yuan, accounting for 76.01% of its revenue, indicating a strong focus on developing core projects [11].

Group 1 - Nanjing Pharmaceutical's stock closed at 13.27 yuan, experiencing a decline of 10.82%, currently in a state of breaking issue [1] - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on March 26, 2020, with an initial offering price of 34.94 yuan per share, issuing 35 million shares [1] - The total amount raised from the initial public offering (IPO) was 1.223 billion yuan, with a net amount of 1.135 billion yuan, exceeding the originally planned fundraising by 466 million yuan [1] Group 2 - In 2021, Nanjing Pharmaceutical announced a capital reserve distribution plan, increasing its total share capital from 140 million shares to 196 million shares by distributing 0.4 shares for each share held [2] - In 2022, the company further increased its total share capital to 274.4 million shares by distributing an additional 0.4 shares for each share held [2]

证券之星消息，9月4日化学制药板块较上一交易日下跌2.93%，南新制药领跌。当日上证指数报收于 3765.88，下跌1.25%。深证成指报收于12118.7，下跌2.83%。化学制药板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 870656 | 海景药业 | 21.20 | 9.67% | 5.56万 | | 1.13亿 | | 688356 | 键凯科技 | 99.80 | 7.60% | 4.44万 | | 4.55 Z | | 6801089 | 福元医药 | 27.13 | 6.98% | 38.49万 | | 10.55 Z | | 301075 | 多瑞医药 | 40.87 | 5.88% | 6.56万 | | 2.68亿 | | 002365 | 永安药业 | 18.98 | 5.33% | 39.70万 | | 7.52亿 | | 000908 | ST景峰 | 5.78 | 5.09% | 10.14万 | 5846.85万 | | | ...

Group 1 - The core point of the article is that Nanjing New Pharmaceutical announced it has not implemented share repurchase as of August 2025, but has repurchased a total of 265,516 shares, which represents 0.10% of the company's total share capital [2] Group 2 - The share repurchase was conducted through the Shanghai Stock Exchange trading system using centralized bidding [2] - The announcement was made on the evening of September 1 [2] - The repurchase activity reflects the company's strategy to manage its capital structure and potentially enhance shareholder value [2]

Summary of Key Points Core Viewpoint - Nanjing New Pharmaceutical (688189.SH) announced that as of August 31, 2025, it has not implemented any share buybacks, having repurchased a total of 265,516 shares, which represents 0.10% of the company's total share capital of 274,400,000 shares [1] Financial Details - The highest price for the repurchased shares was 7.86 CNY per share, while the lowest price was 7.02 CNY per share [1] - The total amount spent on the share repurchase was 1,967,393.92 CNY, excluding stamp duty and transaction commissions [1]

重要内容提示： | 回购方案首次披露日 | 2025/4/30 | | --- | --- | | 回购方案实施期限 | 2025/4/28~2026/4/27 | | 预计回购金额 | 1,000万元~2,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 265,516股 | | 累计已回购股数占总股本比例 | 0.10% | | 累计已回购金额 | 1,967,393.92元 | | 实际回购价格区间 | 7.02元/股~7.86元/股 | 证券代码：688189 证券简称：南新制药 公告编号：2025-036 湖南南新制药股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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。 上述股份回购符合法律法规的规定及公司回购股份方案的要求。 三、其他事项 一、回购股份的基本情况 湖南南新制药股份有限公司（以下简称"公司"）于 2025 年 4 月 ...