证券代码：000623 证券简称：吉林敖东 公告编号：2025-058 吉林敖东药业集团股份有限公司 关于对外投资调整并引入战略投资者的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 吉林敖东药业集团股份有限公司（以下简称"公司"）于 2025 年 10 月 30 日召开第十一届董事会第十九次会议审议通过了《关于对外投资调整并引入战略 投资者的议案》，为适应市场变化，优化子公司敖东药业（安徽）股份有限公司 （以下简称"敖东安徽公司"）的资本结构与战略布局，经与控股子公司吉林敖 东延边药业股份有限公司（以下简称"延边药业"）协商，拟调整对外投资并引 进战略投资者，具体公告如下： 一、对外投资概述 本次对外投资调整涉及子公司注册资本变更及引入战略投资者，本次调整不 涉及关联交易，不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 1.注册资本调整 敖东安徽公司注册资本由 30,000 万元减少至 2,000 万元，减资程序按照《公 司法》相关规定执行。 1 2.出资义务调整 公司：终止原计划未实缴的 300 万元出资义务，不再持有敖东安徽公司股份。 ...

证券代码：000623 证券简称：吉林敖东 公告编号:2025-056 吉林敖东药业集团股份有限公司 第十一届董事会第十九次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 1、吉林敖东药业集团股份有限公司（以下简称"公司"）第十一届董事会 第十九次会议通知以书面方式于 2025 年 10 月 19 日发出。 2、会议于 2025 年 10 月 30 日在公司六楼会议室以现场结合通讯方式召开。 3、本次会议公司应到董事 9 名，实际参加会议董事 9 名，其中：独立董事 李鹏先生、肖维维女士、梁毕明先生以通讯表决方式出席本次会议。 4、会议由公司董事长李秀林先生主持，公司高级管理人员列席本次董事会 会议。 5、本次会议的召开符合有关法律、行政法规、部门规章、规范性文件和《公 司章程》的规定。 二、董事会会议审议情况 1、审议《公司 2025 年第三季度报告全文》 董事会经审议认为：《公司 2025 年第三季度报告全文》的编制程序、内容 以及格式符合相关法律、法规和中国证监会规范性文件的规定和要求；公司的 财务报告真实、准确、完 ...

Financial Performance - The company's revenue for Q3 2025 was ¥513,937,810.01, an increase of 3.25% compared to the same period last year[4] - Net profit attributable to shareholders reached ¥978,957,330.73, representing a significant increase of 38.53% year-on-year[4] - The net profit excluding non-recurring gains and losses was ¥823,238,943.93, up 109.71% from the previous year[4] - Basic earnings per share were ¥0.8350, reflecting a growth of 41.31% compared to the same quarter last year[4] - Net profit attributable to shareholders of the parent company rose to ¥2,260,496,439.24, an increase of 81.70% driven by investment income and fair value changes.[9] - Net profit for the current period is ¥2,255,329,694.19, compared to ¥1,218,546,029.35 in the previous period, indicating an increase of approximately 85.1%[19] - The profit attributable to shareholders of the parent company is ¥2,260,496,439.24, up from ¥1,244,115,685.35, marking a growth of around 81.7%[19] - The total comprehensive income for the current period is ¥2,195,731,865.17, compared to ¥1,457,427,889.24, indicating an increase of approximately 50.7%[19] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥34,575,899,940.55, a 4.77% increase from the end of the previous year[4] - The company's equity attributable to shareholders increased by 5.31% to ¥30,568,244,673.71 compared to the end of last year[4] - Total assets increased to $34.58 billion from $33.00 billion, representing a growth of approximately 4.8%[17] - Current assets rose to $5.22 billion, up from $4.83 billion, indicating an increase of about 8.1%[15] - Long-term equity investments increased to $25.73 billion from $24.35 billion, reflecting a growth of approximately 5.7%[15] - Total liabilities decreased slightly to $3.76 billion from $3.72 billion, a change of about 1.1%[17] - Short-term borrowings decreased to $1.14 billion from $1.25 billion, a reduction of approximately 9.0%[17] - Accounts payable decreased to $352.15 million from $417.39 million, a decline of about 15.6%[17] - Non-current assets totaled $29.36 billion, up from $28.17 billion, indicating an increase of about 4.2%[17] - The company's retained earnings increased to $21.46 billion from $19.78 billion, reflecting a growth of approximately 8.5%[17] Cash Flow - Cash flow from operating activities for the year-to-date was ¥161,051,103.70, showing a remarkable increase of 443.63%[4] - Operating cash flow net amount improved to ¥161,051,103.70, a substantial increase of 443.63% compared to the previous period.[9] - Cash inflow from operating activities totaled ¥1,846,002,397.37, down from ¥2,149,740,908.19, a decrease of about 14.1%[20] - Cash flow from operating activities decreased from 2,196,608,043.40 to 1,684,951,293.67, a decline of approximately 23.3%[22] - Cash flow from investment activities increased by 91.28% to ¥510,339,185.26, attributed to a decrease in cash paid for investments.[9] - Cash inflow from investment activities decreased from 3,822,068,687.00 to 2,788,846,709.32, representing a drop of about 27.1%[22] - Net cash flow from financing activities showed a negative change from -672,365,438.79 to -563,265,104.30, indicating an improvement of approximately 16.3%[22] - Total cash and cash equivalents at the end of the period increased to 1,213,726,929.22 from 1,105,646,454.39, reflecting a growth of about 9.8%[22] Expenses and Income - Management expenses decreased by 31.40% to ¥142,954,141.60, attributed to enhanced internal controls[8] - Financial expenses were reduced by 50.85% to ¥29,631,579.59, primarily due to a decrease in interest expenses[8] - Investment income increased to ¥2,080,922,165.92, a year-on-year growth of 58.63% primarily due to gains from investments in GF Securities Co., Ltd.[9] - Fair value changes in financial assets resulted in a profit of ¥292,443,572.99, reflecting a significant increase of 1358.96% compared to the previous period.[9] - Credit impairment losses decreased by 86.25% to ¥-1,511,287.29, mainly due to a reduction in expected credit losses on other receivables.[9] - The company reported a significant increase in prepayments by 92.21% to ¥50,113,850.22, mainly due to prepayments to suppliers[8] - The company reported a decrease in other comprehensive income after tax to ¥-59,597,829.02, a decline of 124.95% year-on-year.[9] - The net asset disposal loss decreased by 43.37% to ¥-265,374.22, indicating improved asset management.[9] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 61,216, with no preferred shareholders restoring voting rights.[11] - The largest shareholder, Dunhua Jincheng Industrial Co., Ltd., holds 27.35% of shares, amounting to 327,080,749 shares, with 107,425,000 shares pledged.[11]

Core Insights - The traditional Chinese medicine sector saw a slight increase of 0.25% on October 29, with Jilin Aodong leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Stock Performance - Jilin Aodong (000623) closed at 21.82, with a rise of 4.95% and a trading volume of 311,200 shares, amounting to a transaction value of 672 million yuan [1] - Other notable gainers included: - Biovale (920266) at 10.41, up 3.17% [1] - Datang Pharmaceutical (920433) at 6.74, up 2.90% [1] - Kang En Bei (600572) at 4.56, up 2.47% [1] - Baiyunshan (600332) at 26.12, up 2.15% [1] Capital Flow - The traditional Chinese medicine sector experienced a net outflow of 522 million yuan from institutional investors, while retail investors saw a net inflow of 560 million yuan [2][3] - The capital flow for key stocks showed: - Jilin Aodong had a net inflow of 75.01 million yuan from institutional investors [3] - Baiyunshan had a net inflow of 25.07 million yuan from institutional investors [3] - Zhenbao Island (603567) had a net inflow of 17.41 million yuan from institutional investors [3]

Core Viewpoint - Jilin Aodong reported that it uses the equity method for long-term equity investment accounting, calculating based on the net profit of GF Securities attributable to the parent company's shareholders after deducting perpetual bond interest [1] Summary by Relevant Sections Investment in GF Securities - As of December 31, 2024, the company and its wholly-owned subsidiaries hold a total of 1,528,087,767 shares of GF Securities, accounting for 20.0508% of GF Securities' total share capital [1] - GF Securities is expected to achieve a net profit attributable to listed company shareholders of 963,682.99 million yuan in 2024 [1] Investment Income - The investment income from GF Securities for the company is projected to be 174,940.45 million yuan, an increase from 124,343.52 million yuan in the same period last year, representing a year-on-year growth of 40.69% [1]

Core Insights - Levodopa is a key medication for treating Parkinson's disease, alleviating symptoms such as muscle stiffness, tremors, and slow movement. It also shows potential for treating Alzheimer's disease, chronic pain, and constipation, with broad applications in biomedical and materials science fields [1][3][4]. Industry Overview - The levodopa market has seen continuous growth in demand due to an aging population and increasing Parkinson's disease cases. The market was negatively impacted by the pandemic from 2020 to 2022, but sales began to recover in 2023, reaching 31.83 million yuan in 2024 [1][7][8]. Industry Chain - The levodopa industry chain consists of upstream suppliers of chemical raw materials and excipients, midstream research and manufacturing processes, and downstream applications in medical institutions, pharmacies, and patients. The number of Parkinson's patients significantly influences the industry's development, with over 3 million patients aged 65 and above in China [6][7]. Competitive Landscape - The global levodopa market is dominated by a few large pharmaceutical companies, such as Merck & Co. and Pfizer, while domestic companies primarily focus on generic drugs. Key players in China include Shandong Xinhua Pharmaceutical Co., Zhejiang Huahai Pharmaceutical Co., and others [8][9]. Industry Development Trends - Market demand for levodopa is expected to continue increasing due to the rising incidence of Parkinson's disease and improvements in healthcare systems in emerging countries [10]. - Technological advancements in biopharmaceuticals are likely to enhance levodopa production processes, leading to improved efficiency and product quality. Companies are expected to develop various formulations, such as sustained-release and controlled-release preparations, to enhance patient experience [11]. - The globalization of the levodopa industry presents opportunities for companies to expand into international markets, increasing brand recognition and competitiveness [12].

Core Viewpoint - Jilin Aodong announced the approval of "Naloxone Hydrochloride Injection" by the National Medical Products Administration, which is a significant development for the company and its subsidiary [2] Group 1 - Jilin Aodong's subsidiary, Jilin Aodong Pharmaceutical Group Yanji Co., Ltd., received the approval notification for the drug [2] - The approval is for a supplemental application for "Naloxone Hydrochloride Injection," indicating potential growth in the company's product offerings [2]

Group 1 - Yonghe Co., Ltd. reported a net profit of 469 million yuan for the first three quarters, a year-on-year increase of 220.39% [1] - Jinli Permanent Magnet achieved a net profit of 515 million yuan, reflecting a year-on-year growth of 161.81% [1][2] - Sanhe Pharmaceutical Auxiliary's net profit increased by 8.28% year-on-year, reaching 133 million yuan [2] Group 2 - Jiahuan Technology experienced a net profit decline of 26.53%, totaling 55.35 million yuan [3] - Wuchan Huaneng reported a net profit decrease of 15.10%, amounting to 453 million yuan [3] - Chuan Investment Energy's net profit fell by 4.54%, totaling 4.22 billion yuan [4][5] Group 3 - Dayang Bio's net profit grew by 56.12%, reaching 80 million yuan [5] - Weili Medical reported a net profit increase of 14.94%, totaling 192 million yuan [6] - People's Tongtai's net profit decreased by 45.69%, amounting to 112 million yuan [7] Group 4 - Jiuhuan Bio received a medical device registration certificate for its NT-proBNP test kit [8] - Jincheng Pharmaceutical's subsidiary obtained a drug registration certificate for a specific injection [9] - Guangdian Yuntong's subsidiary acquired a money service operator license in Hong Kong [10] Group 5 - Dash Intelligent won a bid for a project worth 96 million yuan related to the Shijiazhuang subway [10] - Alloy Investment's net profit increased by 124.87%, reaching 7.26 million yuan [11] - Kaile Co., Ltd. reported a net profit growth of 159.14%, totaling 21.63 million yuan [12] Group 6 - Chuanjinno's net profit surged by 175.61%, reaching 304 million yuan [14] - Rijiu Optoelectronics reported a net profit increase of 36.54%, totaling 76.91 million yuan [15] - Dazhu CNC's net profit grew by 142.19%, amounting to 492 million yuan [15] Group 7 - Nairui Radar expects a net profit increase of 181% for the first three quarters [17] - Suzhou Tianmai successfully acquired land use rights for a new manufacturing project [19] - Aokai Pharmaceutical announced clinical research data for its innovative drug at a major conference [21][22] Group 8 - Jilin Aodong's subsidiary passed the consistency evaluation for a specific injection [24] - Qinxin Environment announced the resignation of a board member [25] - *ST Baoying is planning a change in control, leading to a stock suspension [26] Group 9 - Jianlang Hardware's director plans to reduce holdings by up to 500,000 shares [27] - Taihe Technology's director intends to reduce holdings by up to 606,000 shares [29] - Zhongyuan Securities announced a cash dividend of 0.008 yuan per share [31] Group 10 - Beijing-Shanghai High-Speed Railway plans to distribute a cash dividend of 0.0385 yuan per share [32] - Zhuhai Guanyu expects a net profit increase of 36.88%-55.54% for the first three quarters [34] - Shenglong Co., Ltd. reported a net loss of 72.95 million yuan for the first three quarters [36] Group 11 - Shuangyuan Technology plans to distribute a cash dividend of 0.125 yuan per share [38] - Shaanxi Guotou A reported a net profit increase of 6.6%, totaling 996 million yuan [40] - Sunshine Nuohua intends to invest 15 million yuan in a biotech company [41] Group 12 - Yangjie Technology's net profit increased by 45.51%, reaching 974 million yuan [42] - Xingwang Yuda reported a net profit growth of 260%, totaling 38.37 million yuan [43] - Tongyou Technology turned a profit with a net profit of 9.29 million yuan [44]

Core Viewpoint - Jilin Aodong (000623.SZ) announced that its subsidiary, Yanji Pharmaceutical Group, received approval from the National Medical Products Administration for the "Naloxone Hydrochloride Injection" [1] Group 1: Product Approval - The approval is for Naloxone Hydrochloride Injection, which is an opioid receptor antagonist [1] - Indications for use include: 1. Reversal of respiratory depression caused by opioid drugs after combined anesthesia [1] 2. Complete or partial reversal of respiratory depression due to opioid overdose [1] 3. Rescue from acute ethanol poisoning [1] 4. Diagnosis of acute opioid overdose [1]

Core Viewpoint - Jilin Aodong Pharmaceutical Group's subsidiary has received approval for the "Naloxone Hydrochloride Injection" from the National Medical Products Administration, indicating a significant advancement in the company's product offerings and potential market impact [1] Group 1: Product Approval - The company announced that its subsidiary, Jilin Aodong Pharmaceutical Group Yanji Co., Ltd., has received a "Drug Supplement Application Approval Notice" for Naloxone Hydrochloride Injection [1] - The drug has passed the consistency evaluation of quality and efficacy for generic drugs, which is crucial for market entry and competitiveness [1] Group 2: Drug Indications - Naloxone Hydrochloride Injection is indicated for use in opioid-related anesthesia recovery, specifically to counteract respiratory depression caused by opioids, facilitating patient awakening [1] - The drug is also used to completely or partially reverse respiratory depression caused by opioid overdose, highlighting its critical role in emergency medical situations [1]