关于回购公司股份的进展公告：普洛药业股份有限公司于2025年2月19日召开第九届董事会第十次会议 审议通过了《关于回购公司股份方案的议案》，同意公司使用自有资金以集中竞价交易方式回购公司部 分股份，用于实施公司股权激励和员工持股计划。本次回购股份价格不超过人民币22元/股，回购资金 总额不低于人民币7500万元且不超过人民币15000万元。回购期限为自公司董事会审议通过回购股份方 案之日起12个月内。截至2025年3月31日，公司暂未通过回购专用证券账户以集中竞价交易方式回购公 司股份。公司回购股份的时间、回购股份数量、回购股份价格及集中竞价交易的委托时间均符合相关规 定。公司未在可能对公司证券及其衍生品种交易价格产生重大影响的重大事项发生之日或者在决策过程 中至依法披露之日内回购公司股份。公司以集中竞价交易方式回购股份符合委托价格不得为公司股票当 日交易涨幅限制的价格等要求。公司后续将根据公司股份回购方案并结合市场情况及公司资金安排，在 回购期限内继续实施本次回购股份方案，并将严格按照相关法律法规和规范性文件的规定及时履行信息 披露义务。 以上内容为证券之星据公开信息整理，由智能算法生成（网信算备31010 ...

证券代码：000739 证券简称：普洛药业 公告编号：2025-22 普洛药业股份有限公司 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。 普洛药业股份有限公司（以下简称"公司"）于2025年2月19日召开第九届 董事会第十次会议审议通过了《关于回购公司股份方案的议案》，同意公司使用 自有资金以集中竞价交易方式回购公司部分股份，用于实施公司股权激励和员工 持股计划。本次回购股份价格不超过人民币22元/股（含），回购资金总额不低 于人民币7,500万元（含）且不超过人民币15,000万元（含）。具体回购股份数 量以回购期限届满或回购股份实施完毕时实际回购股份数量为准。回购期限为自 公司董事会审议通过回购股份方案之日起12个月内。具体内容详见公司分别于 2025 年 2 月 20 日 、 2025 年 2 月 21 日 在 《 证 券 时 报 》 和 巨 潮 资 讯 网 （http://www.cninfo.com.cn）上披露的《第九届董事会第十次会议决议公告》 （公告编号：2025-04）、《关于回购公司股份方案的公告》（公告编号：2025-05） 及《关于回 ...

证券代码：000739 证券简称：普洛药业 公告编号：2025-21 普洛药业股份有限公司 关于对下属公司担保的进展公告 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、担保情况概述 1、2025 年 3 月 28 日，普洛药业股份有限公司（以下简称"公司"）与招 商银行股份有限公司金华义乌支行（"招商银行"）签订《不可撤销担保书》（合 同编号：571HT250328T00018501）,同意为公司全资子公司浙江普洛家园药业有 限公司（以下简称"家园药业"）与招商银行签署的《借款合同》（合同编号： 571HT250328T000185）提供流动资金借款 2,000 万元连带责任保证，担保期限为 12 个月。 2、2025 年 3 月 28 日，公司与中国银行股份有限公司东阳支行（以下简称 "中国银行"）签订《保证合同》（合同编号：横店 2025 人保字 062 号），同 意为公司全资子公司山东普洛汉兴医药有限公司（以下简称"山东汉兴"）与中 国银行签署的《流动资金借款合同》（合同编号：横店 2025 人借字 062 号）中 的流动资金贷款 2,000 万元 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative price increase of over 20% against the market benchmark within the next six months [7][20]. Core Views - The company experienced short-term fluctuations in its performance for 2024, with a revenue of 12.022 billion yuan, a year-on-year growth of 4.8%, and a net profit of 1.031 billion yuan, down 2.3% year-on-year. The operating cash flow showed strong performance, reaching 1.21 billion yuan, an increase of 17.2% [3][5][4]. - The CDMO (Contract Development and Manufacturing Organization) business is expected to see significant growth, with a project count increasing by 77% year-on-year, indicating a robust pipeline for future revenue [6][7]. - The antibiotic API and formulation sales are under short-term pressure, but the raw material and formulation business is projected to have a "front low and back high" trend in 2025, with improved profitability expected as the product matrix expands [6][7]. Financial Performance Summary - In 2024, the company achieved a revenue of 12.022 billion yuan, with a breakdown showing raw material drug revenue at 8.65 billion yuan (+8.3%), formulation revenue at 1.26 billion yuan (+0.5%), and CDMO revenue at 1.88 billion yuan (-6.1%). The overall gross margin for formulations improved to 60.8% (+7.7 percentage points) [5][6]. - The net profit forecast for 2025-2027 is adjusted to 1.15 billion yuan, 1.33 billion yuan, and 1.56 billion yuan, with growth rates of 12%, 15%, and 17% respectively [7][8]. - The company’s financial ratios indicate a stable outlook, with a projected P/E ratio decreasing from 17.4 in 2024 to 11.5 in 2027, reflecting anticipated growth in earnings [8][14].

Transaction Overview - The company is optimizing its asset structure through a transaction where its wholly-owned subsidiary, Zhejiang Puluo Debang Pharmaceutical Co., Ltd., transfers 100% equity and a debt of 6.9 million yuan in Sichuan Xinquan Dong Health Technology Co., Ltd. to Sichuan Jingxin Electric Co., Ltd. [1] - The transfer price is based on the net asset value of 26.4683 million yuan as of June 30, 2024, assessed by Shanghai Shenwei Asset Appraisal Co., Ltd. [1] Transaction Details - The transaction does not require approval from the board of directors or shareholders and does not constitute a related party transaction or a major asset restructuring as per relevant regulations [2] - The buyer, Sichuan Jingxin Electric Co., Ltd., has total assets of 42.9828 million yuan and net assets of 9.5720 million yuan for the year 2024 [2] Target Company Information - The target company, Sichuan Xinquan Dong Health Technology Co., Ltd., has total assets of 5.6510 million yuan and a net asset deficit of 1.2635 million yuan for the year 2024 [3] - The target company reported no operating income for the first two months of 2025 and a net loss of 19.40 million yuan [3] Agreement Highlights - The transfer includes 100% equity and a debt of 6.9 million yuan [4] - The total transfer price for the equity is set at 30.18 million yuan, with a total of 35.08 million yuan to be deposited in a fund supervision account [4] Purpose and Impact of the Transaction - The transaction aims to further optimize the company's asset structure and aligns with its development strategy [5] - Post-transaction, the target company will no longer be included in the company's consolidated financial statements, and it is expected to increase the company's profit by approximately 27.60 million yuan for the year 2025 [5]

关于下属公司股权转让的公告 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。 一、本次交易概述 为进一步优化普洛药业股份有限公司（以下简称"公司"）的资产结构，基 于公司发展需要，公司全资子公司浙江普洛得邦制药有限公司（以下简称"得邦 制药"或"甲方"）与四川精信电器有限公司（以下简称"精信电器"或"乙方"） 签署了《股权转让暨债权转让协议》，得邦制药将持有的四川欣全动健康科技有 限公司（由横店集团成都分子实验室有限公司于 2025 年 1 月更名，以下简称"标 的公司"）100%股权以及享有的 690 万元债权转让给精信电器。本次转让价格以 标的公司截至 2024 年 6 月 30 日（评估基准日）经上海申威资产评估有限公司评 估的净资产值 2,646.83 万元（账面净资产值-580.58 万元）为依据，确定本次 100%股权转让价款为 3,018 万元，以及债权 690 万元，共计 3,708 万元人民币。 本次股权转让完成后，精信电器将直接持有标的公司 100%股权，得邦制药不再 持有标的公司股权。 根据深圳证券交易所《股票上市规则》和《上市公司自律监管 ...

Financial Performance - In 2024, the company's revenue increased by 4.77% year-on-year, while the net profit attributable to shareholders decreased by 2.29%, marking the first instance of negative growth [2] - The gross margin for the API segment declined by 2.59 percentage points to 14.79%, and CDMO revenue fell by 6.05% year-on-year [2] - The formulation business showed minimal growth of only 0.51% [2] Challenges and Responses - Profit growth slowdown is attributed to market conditions, industry policies, and increased fixed asset depreciation and R&D investment [3] - The company is focusing on enhancing the integration of API and formulation businesses to improve competitiveness and sustainability [3] - The company is actively addressing risks from policy changes and market fluctuations, including price volatility in traditional products like antibiotics and veterinary drugs [4] R&D and Talent Management - R&D expenses increased by 2.66% year-on-year, but the number of R&D personnel decreased by 4.07%, indicating a challenge in converting technical investment into human resource optimization [3] - The company plans to maintain a moderate increase in R&D personnel in 2025 to support business development [3] Strategic Initiatives - The company has optimized its development strategy for 2024, focusing on strengthening its core areas: refining APIs, enhancing CDMO capabilities, and expanding into medical aesthetics [8] - Plans to accelerate the development of new formulation products, with an expectation to initiate 25 new projects annually [9] Market Expansion and Internationalization - The company is advancing its internationalization strategy, establishing BD offices in the US, Europe, and Japan to enhance overseas market penetration [10] - The impact of the US Biodefense Act on the company's operations is expected to be minimal [13] Product Development and Future Outlook - The company’s clinical trial for the semaglutide project is progressing well, currently in the Phase III enrollment stage [5] - The company anticipates that the veterinary drug market will perform better than the previous year and will adjust production plans accordingly [5] - New production lines for solid formulations and APIs are expected to be operational in 2025 [13]

Investment Rating - The report maintains a "Strong Buy" investment rating for the company [4][8]. Core Insights - The company reported a revenue of 12.022 billion yuan in 2024, representing a year-on-year growth of 4.77%, while the net profit attributable to shareholders decreased by 2.29% to 1.031 billion yuan [1][3]. - The CDMO (Contract Development and Manufacturing Organization) segment continues to show robust growth, with a significant increase in project numbers, indicating a strong future growth potential [2][4]. - The report highlights that the company's short-term performance is under pressure due to changes in the business environment, particularly in the raw material and formulation sectors, but the long-term competitive strength remains intact [1][4]. Financial Performance Summary - In 2024, the company achieved a total revenue of 12.022 billion yuan, with a year-on-year growth of 4.77% [1]. - The net profit attributable to shareholders for 2024 was 1.031 billion yuan, down 2.29% from the previous year [1]. - The CDMO segment generated revenue of 1.884 billion yuan, a decrease of 6.05% year-on-year, but the number of ongoing projects increased significantly [2]. - The raw material segment reported revenue of 8.651 billion yuan, with an 8.32% year-on-year growth, while the formulation segment achieved revenue of 1.256 billion yuan, growing by 0.51% [4][8]. Project and Market Dynamics - The company has a total of 1,601 quoted projects, a 77% increase year-on-year, with 996 ongoing projects, up 35% [2]. - The number of commercialized projects reached 355, reflecting a 25% increase, while the R&D phase projects grew by 42% to 641 [2]. - The API (Active Pharmaceutical Ingredient) projects also saw a 40% increase, with 22 projects already in production [2]. Valuation Metrics - The report projects net profits for 2025, 2026, and 2027 to be 1.129 billion yuan, 1.290 billion yuan, and 1.530 billion yuan, respectively, with year-on-year growth rates of 10%, 14%, and 19% [3][8]. - The current PE ratio is 16.9, with projections of 15.8, 13.8, and 11.6 for the following years [10].

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Views - The company is expected to enter a trend of improving profitability due to the increasing revenue share from high-margin businesses such as CDMO and formulations, along with rising capacity utilization and production efficiency [1][10] - The financial performance shows short-term profit pressure but maintains high operational quality, with 2024 revenue reaching 12.022 billion yuan, a year-on-year increase of 4.77%, and a net profit of 1.031 billion yuan, a decline of 2.29% year-on-year [1][2] Summary by Relevant Sections Financial Performance - In 2024, the company achieved a revenue of 12.022 billion yuan, with a net profit of 1.031 billion yuan, reflecting a year-on-year decline of 2.29% [1] - The cash flow from operating activities was 1.209 billion yuan, showing a strong operational quality with a year-on-year increase of 17.20% [1] Growth Potential - The raw material and intermediate business saw stable growth, with sales revenue of 8.651 billion yuan in 2024, an increase of 8.32% year-on-year [2] - The CDMO business reported revenue of 1.884 billion yuan in 2024, despite a year-on-year decline of 6.05%, with a significant increase in project numbers, indicating strong growth potential [3] Profitability - The overall gross margin for 2024 was 23.85%, a decrease of 1.81 percentage points year-on-year, primarily due to the decline in gross margin from the raw material and intermediate business [4] - The company is expected to enter a period of improving profitability as high-margin business revenues increase and production efficiency improves [10] Earnings Forecast and Valuation - The earnings per share (EPS) for 2025-2027 are projected to be 1.00, 1.13, and 1.36 yuan respectively, with a price-to-earnings (P/E) ratio of 15 times for 2025 [11] - The company is anticipated to enter a new cycle of high-quality growth driven by supply upgrades as capacity is gradually released [11]

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Views - The company is expected to enter a trend of improving profitability due to the increasing revenue share from high-margin businesses such as CDMO and formulations, along with rising capacity utilization and production efficiency [1][10] - The financial performance shows short-term profit pressure but maintains high operational quality, with 2024 revenue at 12.022 billion yuan, a year-on-year increase of 4.77%, and a net profit of 1.031 billion yuan, down 2.29% year-on-year [1][2] Financial Performance Summary - In 2024, the company achieved revenue of 12.022 billion yuan, with a net profit of 1.031 billion yuan, reflecting a decline in profitability [1] - The cash flow from operating activities was 1.209 billion yuan, up 17.20% year-on-year, indicating strong operational quality [1] - The overall gross margin for 2024 was 23.85%, a decrease of 1.81 percentage points year-on-year, primarily due to a decline in the gross margin of the raw material and intermediate business [4] Growth Potential Summary - The raw material and intermediate business saw stable growth, with sales revenue of 8.651 billion yuan in 2024, an increase of 8.32% year-on-year [2] - The CDMO business maintained strong growth, with 1,601 quoted projects, a 77% increase year-on-year, and 996 ongoing projects, a 35% increase year-on-year [3] - The pharmaceutical business generated revenue of 1.256 billion yuan in 2024, with a focus on a multi-variety development strategy and a pipeline of 64 projects [4] Profitability Outlook - The company is expected to enter a period of improving profitability as the revenue share from high-margin businesses increases [10] - The projected earnings per share (EPS) for 2025-2027 are 1.00, 1.13, and 1.36 yuan, respectively, indicating a positive growth trajectory [11]