证券代码：000513、01513 证券简称：丽珠集团、丽珠医药 公告编号：2024-028 丽珠医药集团股份有限公司关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 二、回购 H 股股份的进展情况 根据回购本公司 H 股的一般授权，公司将通过香港联合证券交易所有限公 司进行场内回购，每次回购价格不高于相关回购日前 5 个交易日平均收盘价的 5%，回购的 H 股股份将用于注销减少注册资本。 截至 2024 年 4 月 30 日，公司回购了公司 H 股股份共计 2,778,800 股，占公 司总股本的比例为 0.30%，购买的最高价为港币 26.15 元/股，最低价为港币 23.05 元/股，已使用的资金总额为港币 68,157,390.00 元（不含交易费用）。上述回购 符合公司回购 H 股的一般授权。 后续公司将根据实施回购股份的进展情况，严格按照《深圳证券交易所上市 公司自律监管指引第 9 号——回购股份》及《香港联合交易所有限公司证券上市 规则》等相关规定，及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 丽珠医药集 ...

Financial Performance - In 2023, Livzon Pharmaceutical Group achieved a revenue of RMB 12,430.04 million, a year-on-year decrease of 1.58%[8] - The net profit attributable to shareholders was RMB 1,953.65 million, reflecting a year-on-year growth of 2.32%[8] - The company reported a total operating revenue of RMB 12,430.04 million, reflecting a decrease of 1.58% compared to the previous year[15] - The net profit attributable to shareholders was RMB 1,953.65 million, with a decrease of 2.32% year-on-year[15] - The company reported a significant decline of 79.33% in revenue from traditional Chinese medicine products, totaling RMB 84.43 million[19] - The company achieved a 17.18% increase in cash flow from operating activities, amounting to RMB 2,382.67 million[16] - The company reported a total cash flow from operating activities of RMB 1.04 billion in Q4 2023, showing a positive trend in cash generation[39] - The company’s net profit from core business, excluding non-recurring items, was RMB 1,881.35 million, a slight increase of 0.05% year-on-year[48] - The company reported a significant increase of 6,218.19% in current non-current liabilities, primarily due to the reclassification of long-term borrowings[100] Dividend Distribution - The company plans to distribute a cash dividend of RMB 13.50 per 10 shares, pending approval at the annual general meeting[8] - The dividend distribution is based on the total share capital as of the record date, excluding repurchased but not canceled shares[20] - The expected payment dates for the cash dividends are July 8, 2024, for A-share shareholders and August 5, 2024, for H-share shareholders[20] Research and Development - The company has made significant progress in its R&D innovation system, focusing on differentiated product pipelines in areas such as oncology and reproductive health[9] - The company plans to focus on enhancing R&D efficiency in innovative drugs and complex formulations, particularly in gastrointestinal, mental health, reproductive assistance, and oncology fields[13] - The company has initiated multiple clinical trials, including a Phase III trial for recombinant human IL-17A/F monoclonal antibody injection and completed enrollment for semaglutide injection for type 2 diabetes[10] - The company is focusing on R&D in high-barrier complex formulations and innovative drugs, particularly in reproductive health and oncology[41] - The company is actively pursuing non-equity investments, with a focus on securities investments valued at RMB 198,586,942.57[128] - The company is committed to increasing its R&D investment to improve innovation capabilities and adapt to industry policy changes[182] - The company emphasizes the importance of addressing unmet clinical needs and will continue to invest in innovative research and development of high-value innovative drugs and complex formulations[186] Product Development and Approvals - In 2023, 40 innovative drugs were approved for listing in China, maintaining a stable number of new drug approvals[7] - New products approved in 2023 include Triptorelin Acetate Microspheres and a new indication for Apremilast, enhancing the company's competitive position in various therapeutic areas[9] - The company received emergency use approval for a bivalent COVID-19 vaccine in December 2023, improving accessibility for patients[9] - The company has successfully launched several new products, including tocilizumab injection and new indications for injectable esomeprazole sodium, which are expected to enhance the product pipeline in their respective therapeutic areas[81] - The company is advancing multiple clinical research projects, including treatments for prostate cancer and gastrointestinal diseases, which are expected to enrich its product pipeline[88] Market Strategy and Expansion - The company aims to accelerate the internationalization of its products to ensure sustainable long-term development[9] - The company is expanding its market presence in Southeast Asia, targeting a 25% market share by 2025[27] - The company has introduced innovative drugs in the gastrointestinal and cardiovascular fields, enhancing its international collaboration and licensing efforts[11] - The company is focusing on expanding its product offerings in the mental health sector with the development of Paliperidone injection for schizophrenia, currently in BE testing[85] - The company is exploring international markets and partnerships for innovative drug development to support its globalization strategy[186] Sustainability and ESG - The company’s MSCI ESG rating reached the highest level of AAA, making it the first Chinese pharmaceutical company to achieve this rating[12] - The company aims to achieve carbon neutrality by 2055, emphasizing its commitment to sustainable development and environmental responsibility[14] - The company is committed to strict compliance with environmental regulations, which may increase operational costs but is essential for sustainable practices[189] Financial Management and Investments - The company has invested 150 million RMB in new technology development, focusing on advanced manufacturing processes[27] - The company has completed 167 registration projects for raw materials and intermediates in 103 overseas countries/regions, with 27 international certification certificates obtained[56] - The company has reported a significant asset impairment of ¥310,038,083.02, accounting for -13.01% of total profit, primarily due to inventory write-downs[92] - The company has capital commitments totaling RMB 709.93 million as of December 31, 2023, significantly up from RMB 406.79 million at the end of 2022[116] - The company has made significant equity investments totaling RMB 702,000,000, with a projected loss of RMB -11,178,981.98 for the current period[126] Investor Relations - The company engaged in multiple investor communications throughout 2023, including discussions with institutions like 博裕资本 and IronBirch Capital regarding operational conditions and future development directions[191][192] - The company maintained transparency by not providing any written materials during these discussions, ensuring that all information shared was accurate and factual[191][192] - The company’s investor relations activities were consistently documented and made available on the 巨潮 website for public access[191][192] Operational Efficiency - The company is committed to enhancing its internal operations management and improving supply chain efficiency through smart manufacturing and automation[176] - The company has established a comprehensive quality management system, ensuring the safety and stability of its products[65] - The company is enhancing its quality management system and production processes, leading to improved operational capabilities and cost control[52]

股 票 研 究 [Table_industryInfo] 医药/必需消费 [ Table_Main[丽ITnaf 珠bol]e 集_Ti团tle]( 000513) [评Tab级le_：Inv est] 增持 上次评级： 增持 业绩稳健，看好长期创新兑现 目标价格： 45.60 上次预测： 43.17 公 ——丽珠集团2024 年一季报点评 当前价格： 38.98 司 丁丹(分析师) 甘坛焕(分析师) 2024.04.28 更 0755-23976735 021-38675855 [交Ta易bl数e_M据a rket] 新 dingdan@gtjas.com gantanhuan028803@gtjas.com 证书编号 S0880514030001 S0880523080007 52周内股价区间（元） 32.29-40.01 报 总市值（百万元） 36,143 告 本报告导读： 总股本/流通A股（百万股） 927/597 化药短期承压，销售和研发费用持续优化，短期净利率有望持续提升，创新药和高端 流通 B股/H股（百万股） 0/310 流通股比例 98% 复杂制剂有望陆续兑现，带动公司高质量长期发展，维持“ ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported a strong performance in the fields of gonadotropins and diagnostic reagents, with overall stable profitability [3] - The company achieved a revenue of 3.243 billion yuan in Q1 2024, a decrease of 4.99% year-on-year, while the net profit attributable to shareholders was 608 million yuan, an increase of 4.45% [3] - The report highlights the growth in the gonadotropin sector, driven by increased market demand and the rapid rollout of new products [4] Financial Performance Summary - For 2024, the company is expected to generate total revenue of 13.143 billion yuan, with a net profit of 2.192 billion yuan, reflecting a year-on-year growth of 12.20% [2][4] - The earnings per share (EPS) for 2024 is projected to be 2.36 yuan, with a price-to-earnings (P/E) ratio of 16.71 based on the current stock price [2][4] - The company’s revenue from the chemical preparation sector was 1.586 billion yuan, with the gonadotropin segment showing a significant increase of 39.9% [3][4] Segment Performance Summary - The gonadotropin sector generated 807 million yuan, marking a 39.9% increase due to favorable market conditions and new product launches [3] - The diagnostic reagents and equipment segment saw a revenue increase of 60.3%, capitalizing on the flu season [3] - The raw materials and intermediates segment reported a revenue of 955 million yuan, down by 3.9% [3] Future Growth Potential - The company is expected to achieve peak sales of 6.5 billion yuan from new products in the gonadotropin and biopharmaceutical sectors [4] - The report anticipates significant contributions from new product launches, including Triptorelin microspheres and other long-acting formulations [4] - The company maintains a strong pipeline with several products in various stages of clinical development, indicating robust future growth prospects [4]

证券代码：000513、01513 证券简称：丽珠集团、丽珠医药 公告编号：2024-026 ANDA 号：214540 丽珠医药集团股份有限公司 关于公司药品注射用醋酸西曲瑞克获得美国FDA批准的公告 本公司及董事会全体成员保证信息披露内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 近日，丽珠医药集团股份有限公司（以下简称"本公司"）全资子公司丽珠 集团丽珠制药厂收到美国食品药品监督管理局（以下简称"美国 FDA"）签发 的 ANDA 批准通知（ANDA 号：214540），批准本公司研发的注射用醋酸西曲 瑞克在美国上市销售。现将相关情况公告如下： 一、药品的基本情况 药品名称：注射用醋酸西曲瑞克 英文名/拉丁名：Cetrorelix Acetate for Injection 适应症：对进行控制性卵巢刺激的患者抑制提前排卵 剂型：注射剂 规格：0.25mg/瓶 药品有效期：24 个月 申请人：丽珠集团丽珠制药厂 生产企业：南京健友生化制药股份有限公司 二、药品其他相关情况 注 射 用 醋 酸 西 曲 瑞 克 是 第 三 代 促 性 腺 激 素 释 放 激 素 拮 抗 剂 （gonadotro ...

本次会议为中国国际金融股份有限公司中金公司闭门会议仅限受邀嘉宾参会未经中金公司和演讲嘉宾出面许可任何机构和个人不得以任何形式将会议内容和相关信息对外公布转发转载传播复制编辑修改等如有上述违法行为中金公司保留追究相关方法律责任的权利 这次会议是中国国际资产合作组织CICC的闭门会议,只有邀请客人可以参加。没有CICC和评论员的写作允许,无许组织或人员可以处罚、推进、重新印刷、分析、複製、改编或更改会议内容和相关资讯的任何一种方式。CICC拥有权利调查相关的法律责任。 各位投资者大家早上好感谢大家参加力书集团2024年一季度的业绩交汇我是中兴的张景在线的还有我的同事朱盈和刘亚欣本次交汇由中兴中兴线统国军平安升万太平洋联合主持那过去的一个季度我们也可以看到公司毛利率有明显的提升净利润保持稳健的一个增长的态势今天我们非常高兴邀请到公司的管理团队和大家解析2024年一季度的一个经营情况那参加本次交汇的领导有 指定董事总裁唐岩刚董总副总裁财务负责人晏霞副总然后副总裁董秘杨亮总研究院院长华学首席科学家微球公司总经理徐坚总那下面我们把时间交给副总裁董秘杨亮总邀请杨总给我们这个大家介绍一下二零二四年一季度的一个经历情况好的那个 ...

FF304 翌日披露報表 (股份發行人 ── 已發行股本變動及/或股份購回) 表格類別： 股票 狀態： 新提交 公司名稱： 麗珠醫藥集團股份有限公司 呈交日期： 2024年4月25日 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市(註11) | 是 | | | 證券代號 (如於香港聯交所上市) | 01513 | 說明 | | | | | | | 發行股份 (註6及7) | | 股份數目 | | 已發行股份佔 有關股份發行前的 現有已發行股份數目 百分比 (註4、6及7) | 每股發行價 (註1及7) | 上一個營業日 的每股收市價 (註5) | 發行價較市值的折讓/ 溢價幅度(百分比) (註7) | | 於下列日期開始時的結存(註2) 2024年4月24日 | | | 309,831,217 | | | | | | 1). 購回股份(或其他證券)但沒有註銷 | | | 16,700 | 0.0018 % | | | % | | 於2 ...

证券研究报告 | 季报点评 2024年04月24日 丽珠集团（000513.SZ） 业绩稳健符合预期，期待大单品陆续商业化 丽珠集团发布2024年一季报。公司2024年一季度实现营业收入32.43亿元，同比 买入（维持） 下降4.99%；归母净利润6.08亿元，同比增长4.45%，归母扣非净利润5.90亿元， 股票信息 同比增长3.57%。 观点：业绩稳健符合预期，期待大单品陆续商业化。 行业 化学制药 收入端，2024Q1同比2023Q1略有下滑，我们认为主要由于艾普拉唑针剂医保谈判 前次评级 买入 降价，短期内销售数量仍在爬坡，尚未完全覆盖降价影响，后续放量有望加速；此 4月23日收盘价(元) 37.25 外2023Q1感染及补益需求基数偏高。环比情况看，在春节假期影响下对比2023Q4 总市值(百万元) 34,510.80 增速仍达到了16.85%。利润端，疫苗减值等负向影响已出清，稳健增长符合预期。 总股本(百万股) 927.06 分板块来看：化学制剂实现收入15.86亿元（同比-2.31%）。其中消化道产品实现 其中自由流通股(%) 64.41 收入5.89亿元（同比-25.68%），我们认为艾普拉 ...

FF304 翌日披露報表 (股份發行人 ── 已發行股本變動及/或股份購回) 表格類別： 股票 狀態： 新提交 公司名稱： 麗珠醫藥集團股份有限公司 呈交日期： 2024年4月24日 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市(註11) | 是 | | | 證券代號 (如於香港聯交所上市) | 01513 | 說明 | | | | | | | 發行股份 | (註6及7) | 股份數目 | | 已發行股份佔 有關股份發行前的 現有已發行股份數目 百分比 (註4、6及7) | 每股發行價 (註1及7) | 上一個營業日 的每股收市價 (註5) | 發行價較市值的折讓/ 溢價幅度(百分比) (註7) | | 於下列日期開始時的結存(註2) | 2024年3月31日 | | 309,831,217 | | | | | | 1). 購回股份(或其他證券)但沒有註銷 | | | 285,800 | 0.03085 % | | | % | | ...

Financial Performance - The company's operating revenue for Q1 2024 was CNY 3,242,814,513.73, a decrease of 4.99% compared to CNY 3,413,055,191.98 in the same period last year[6] - Net profit attributable to shareholders for Q1 2024 was CNY 607,823,809.46, representing an increase of 4.45% from CNY 581,909,331.89 year-on-year[6] - Basic and diluted earnings per share for Q1 2024 were both CNY 0.65, up 4.84% from CNY 0.62 in the same quarter last year[6] - The company reported a gross profit margin of approximately 64.7%, compared to 63.1% in the previous period, indicating an improvement in profitability[38] - The total comprehensive income for the current period is RMB 693,127,170.79, an increase from RMB 547,848,808.47 in the previous period[39] Cash Flow - The net cash flow from operating activities surged by 208.30% to CNY 924,248,920.31, compared to CNY 299,784,593.85 in the previous year[6] - Cash flow from operating activities increased by 208.30% to RMB 924.25 million, attributed to reduced procurement and expense outflows[22] - Operating cash flow for the current period is RMB 924,248,920.31, a significant increase from RMB 299,784,593.85 in the previous period, reflecting a growth of approximately 208.5%[41] - Total cash inflow from operating activities is RMB 3,508,763,815.99, compared to RMB 3,446,124,787.42 in the prior period, indicating a slight increase of about 1.8%[41] - The net increase in cash and cash equivalents for the current period is -RMB 188,391,565.87, compared to an increase of RMB 527,826,015.13 in the previous period[43] Assets and Liabilities - Total assets at the end of Q1 2024 were CNY 25,189,695,757.11, reflecting a slight increase of 0.58% from CNY 25,044,827,127.75 at the end of the previous year[8] - The total liabilities decreased to RMB 9,750,195,000.46 from RMB 10,278,124,131.71, reflecting a reduction of approximately 5.12%[37] - The company's total equity increased to RMB 15,439,500,756.65 from RMB 14,766,702,996.04, representing a growth of about 4.54%[37] - The company's cash and cash equivalents stood at RMB 11,143,148,609.60, down from RMB 11,325,723,855.76 at the beginning of the year[35] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 43,751, with 43,538 being A-share shareholders[25] - The largest shareholder, Hong Kong Central Clearing Limited, holds 33.41% of shares, totaling 309,547,589 shares[25] - The company has initiated a share buyback program, resulting in treasury shares amounting to CNY 128,431,667.85[17] - The company repurchased a total of 2,152,600 A-shares, accounting for 0.23% of the total share capital, with a total expenditure of RMB 73,436,534.00[30] - The company also repurchased 2,476,300 H-shares, representing 0.27% of the total share capital, with a total expenditure of HKD 60,363,260.00[31] Investment and Income - Investment income decreased by 58.41% to RMB 15.72 million, primarily due to last year's dividend income[22] - The company reported a 238.80% increase in minority shareholders' profit to RMB 108.26 million, driven by improved performance of non-wholly owned subsidiaries[22] - Other comprehensive income improved by 65.23%, primarily due to changes in the fair value of other equity instruments and foreign exchange fluctuations[22] Research and Development - Research and development expenses for the current period were RMB 238,173,559.46, down 23.5% from RMB 311,408,248.52 in the previous period[38] Other Financial Metrics - Non-recurring gains and losses for the period totaled CNY 17,522,920.17, primarily driven by government subsidies and asset disposals[13] - Other receivables increased by 43.55% to CNY 45,948,492.93, mainly due to an increase in export tax refunds[17] - The company reported a significant increase of 203.07% in other current assets, totaling CNY 156,230,044.47, attributed to new cash management operations[17] - The company's short-term borrowings decreased to RMB 1,360,009,625.00 from RMB 1,860,009,625.00, a reduction of 27%[37] - The deferred income tax liabilities decreased to RMB 202,497,603.77 from RMB 209,812,292.82, a decline of about 3.5%[37] Audit Status - The company has not undergone an audit for the first quarter report[45]