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普洛药业(000739) - 关于注销回购股份减少注册资本暨通知债权人的公告
2025-04-18 09:55
证券代码:000739 证券简称:普洛药业 公告编号:2025-25 普洛药业股份有限公司 关于注销回购股份减少注册资本暨通知债权人的公告 一、注销回购股份减少注册资本的基本情况 根据《深圳证券交易所上市公司自律监管指引第 9 号—回购股份》以及公司于 2024 年 3 月 27 日召开的第九届董事会第五次会议审议通过的《关于回购股份方案 的议案》,公司该次回购股份用于实施员工持股计划。若公司在股份回购完成后 36 个月内未能实施前述用途,未使用部分将依法履行相关程序后予以注销。经公司管 理层讨论分析,综合公司目前情况,为维护公司价值和股东权益,优化公司资本结 构,公司拟将回购专用证券账户中的 10,880,000 股公司股票全部予以注销,相应减 少公司注册资本。本次注销上述回购股份后,公司股份总数将由 1,169,323,576 股 变更为 1,158,443,576 股;注册资本 将 由原来的 1,169,323,576 元变更为 1,158,443,576 元。 二、债权人通知 本次注销公司回购专用证券账户库存股将导致公司注册资本减少,根据《公司 法》等相关法律、法规的规定,公司特此通知债权人,债权人自 ...
太平洋医药日报:礼来口服GLP-1受体激动剂ORFORGLIPRON三期临床成功
Xin Lang Cai Jing· 2025-04-18 06:29
Market Performance - On April 17, 2025, the pharmaceutical sector had a change of +0.04%, outperforming the CSI 300 index by 0.06 percentage points, ranking 16th among 31 sub-industries in the Shenwan classification [1] - Among sub-industries, medical devices (+0.98%), pharmaceutical distribution (+0.40%), and offline pharmacies (+0.35%) performed well, while other bioproducts (-0.57%), vaccines (-0.48%), and blood products (-0.22%) lagged [1] - Top three gainers in individual stocks were Kangpeng Technology (+20.00%), Nuosige (+10.06%), and Yisheng Pharmaceutical (+10.03%); top three losers were Changyao Holdings (-6.33%), Hasanlian (-5.26%), and Shouyao Holdings (-4.81%) [1] Industry News - On April 17, 2025, Eli Lilly announced that its oral GLP-1 receptor agonist Orforglipron achieved statistically significant positive results in a key Phase III clinical trial (ACHIEVE-1) [2] - The study evaluated the safety and efficacy of Orforglipron compared to a placebo in adults with type 2 diabetes who had poor blood sugar control through diet and exercise alone [2] - Orforglipron is a research-based, once-daily oral small molecule (non-peptide) GLP-1 receptor agonist that can be taken at any time of the day without food and drink restrictions [2] Company News - Huayuan Bio (300401) reported Q1 2025 revenue of 326 million yuan, a year-on-year decrease of 1.18%, with net profit attributable to the parent company at 97 million yuan, a year-on-year increase of 5.50%, and a non-recurring net profit of 88 million yuan, up 44.42% year-on-year [3] - Puluo Pharmaceutical (000739) reported Q1 2025 revenue of 2.73 billion yuan, a year-on-year decrease of 14.63%, with net profit attributable to the parent company at 249 million yuan, a year-on-year increase of 1.98%, and a non-recurring net profit of 206 million yuan, down 14.05% year-on-year [3] - Sanbo Brain Science (301293) reported 2024 revenue of 1.43 billion yuan, a year-on-year increase of 8.84%, with net profit attributable to the parent company at 105 million yuan, a year-on-year increase of 34.24%, and a non-recurring net profit of 94 million yuan, up 0.77% year-on-year [3] - Betta Pharmaceuticals (300558) reported 2024 revenue of 2.89 billion yuan, a year-on-year increase of 17.74%, with net profit attributable to the parent company at 403 million yuan, a year-on-year increase of 15.67%, and a non-recurring net profit of 410 million yuan, up 55.92% year-on-year [3]
普洛药业:2024年年报点评:全年营收增长4.77%,利润端略有承压-20250418
Guoxin Securities· 2025-04-18 02:40
Investment Rating - The investment rating for the company is "Outperform the Market" [6][39]. Core Views - The company achieved a steady revenue growth of 4.77% in 2024, with total revenue reaching 12.022 billion yuan, while net profit slightly declined by 2.29% to 1.031 billion yuan [9][39]. - The report highlights that excluding the impact of large CDMO projects, all three major business segments showed comprehensive growth [2][39]. - The company is focusing on deepening its international strategy and optimizing quality management to ensure stable supply in its raw materials and CDMO business [3][39]. Summary by Sections Financial Performance - In 2024, the company reported a total revenue of 12.022 billion yuan, a growth of 4.77%, and a net profit of 1.031 billion yuan, down 2.29% year-on-year [9][39]. - The overall gross margin for 2024 was 23.85%, a decrease of 1.81 percentage points, while the net margin was 8.57%, down 0.63 percentage points [18][39]. Business Segments - The revenue from the raw material drug intermediates, CDMO, and formulation segments were 8.651 billion yuan (+8.32%), 1.884 billion yuan (-6.05%), and 1.256 billion yuan (+0.51%), respectively [2][39]. - The gross profit margins for these segments were 14.97% (-2.59pp), 41.06% (-1.23pp), and 60.81% (+7.67pp) [2][39]. Research and Development - The company increased its R&D expenses to 641 million yuan in 2024, a rise of 2.66% year-on-year, supporting the rapid growth of project numbers [3][39]. - The company has a rich pipeline with 1,601 CDMO quotation projects (+77% YoY) and 996 ongoing projects (+35% YoY) [31][39]. Market Strategy - The company is advancing its international strategy by establishing BD offices in key global markets such as Boston, Frankfurt, Tokyo, and Mumbai [3][39]. - The company aims to enhance its global supply chain and has successfully passed 265 audits in 2024 [3][39]. Profit Forecast - The profit forecast for 2025-2027 has been adjusted, with expected net profits of 1.123 billion yuan, 1.257 billion yuan, and 1.399 billion yuan, reflecting growth rates of 8.9%, 11.9%, and 11.4%, respectively [4][39].
普洛药业(000739):2024年年报点评:年营收增长4.77%,利润端略有承压
Guoxin Securities· 2025-04-18 02:13
证券研究报告 | 2025年04月18日 普洛药业(000739.SZ)--2024 年年报点评 优于大市 全年营收增长 4.77%,利润端略有承压 全年营收稳步增长、利润端略有下滑。2024 全年公司实现营收 120.22 亿 元(+4.77%),归母净利润 10.31 亿元(-2.29%),扣非归母净利润 9.84 亿元(-4.09%)。其中,四季度单季营收 27.31 亿元(-8.15%),归母 净利润 1.61 亿元(-20.85%),扣非归母净利润 1.53 亿元(-22.81%)。 2024 年全年公司整体毛利率 23.85%,同比下降 1.81pp;净利率 8.57%, 同比下降 0.63pp。 剔除 CDMO 大项目影响,三大业务全面增长。2024 年公司原料药中间体、 CDMO 、 制 剂 板 块 营 收 分 别 为 86.51/18.84/12.56 亿 元 (+8.32%/-6.05%/+0.51%),剔除 2023 年同期 CDMO 业务新冠项目基数 影 响 , 三 大 业 务 全 面 增 长 , 毛 利 为 12.95/7.73/7.64 亿 元 ( -7.68%/-8.78%/+1 ...
普洛药业(000739) - 2025 Q1 - 季度财报
2025-04-17 11:15
Financial Performance - The company's operating revenue for Q1 2025 was ¥2,730,189,121.97, a decrease of 14.63% compared to ¥3,198,046,619.86 in the same period last year[5] - Net profit attributable to shareholders was ¥248,547,145.11, representing a slight increase of 1.98% from ¥243,716,289.99 year-on-year[5] - The basic and diluted earnings per share were both ¥0.2126, reflecting a growth of 2.02% from ¥0.2084 in the same period last year[5] - Net profit increased to ¥248,576,261.58 compared to ¥243,714,001.08, showing a growth of approximately 2.3%[18] - The total profit margin for the period was approximately 10.9%, slightly down from the previous margin of 11.1%[18] Cash Flow and Liquidity - The net cash flow from operating activities was negative at -¥14,993,469.16, a decline of 105.35% compared to ¥280,125,473.87 in the previous year[5] - Operating cash flow generated a net outflow of ¥14,993,469.16, contrasting with a net inflow of ¥280,125,473.87 in the previous period[19] - Cash and cash equivalents decreased to CNY 3,465,233,609.71 from CNY 3,661,618,802.74, reflecting a decline of approximately 5.36%[14] - Cash and cash equivalents at the end of the period stood at ¥2,594,930,339.41, slightly down from ¥2,599,072,264.47[20] - Investment activities resulted in a net cash outflow of ¥91,370,688.15, compared to a larger outflow of ¥188,142,141.05 in the prior period[19] Assets and Liabilities - Total assets at the end of the reporting period were ¥12,708,540,956.72, a slight decrease of 0.16% from ¥12,729,008,610.16 at the end of the previous year[5] - Current assets totaled CNY 8,228,646,015.77, compared to CNY 8,186,761,774.66 at the start of the period, indicating a growth in liquidity[14] - Total liabilities decreased to CNY 5,709,989,761.76 from CNY 5,979,125,430.44, indicating a reduction of about 4.49%[15] - The company's equity attributable to shareholders increased to CNY 6,990,603,683.93 from CNY 6,741,964,785.16, reflecting an increase of approximately 3.69%[16] - Short-term borrowings decreased to CNY 668,156,422.52 from CNY 814,026,241.34, a reduction of about 17.94%[15] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 51,719, with the largest shareholder holding 28.30% of the shares[10] - The company repurchased 10,880,000 shares, representing 0.93% of the total share capital[11] Investment and Other Income - The company reported a significant increase in investment income to ¥39,456,689.06, compared to a loss of -¥2,018,356.21 in the previous year[9] - Non-recurring gains and losses totaled ¥42,881,422.13, primarily from the disposal of non-current assets and government subsidies[6] Research and Development - Research and development expenses increased to ¥169,688,023.08 from ¥152,938,500.76, reflecting a rise of about 11%[17] Other Financial Metrics - The company's return on equity (ROE) was 4.00%, an increase of 0.16% compared to 3.84% from the previous year[5] - Accounts receivable financing increased by 195.96% to ¥539,323,041.79, mainly due to an increase in received bills[9] - Accounts receivable increased to CNY 1,832,342,320.15 from CNY 1,764,198,282.30, representing a growth of about 3.86%[14] - Inventory decreased to CNY 1,651,614,838.63 from CNY 1,860,088,103.67, showing a decline of approximately 11.21%[14] - The company reported a significant increase in long-term receivables, rising to CNY 3,888,628.75 from CNY 3,483,230.30, an increase of approximately 11.63%[15] - The company experienced a foreign exchange impact of ¥3,246,242.93 on cash and cash equivalents[20]
普洛药业:2025年一季度净利润2.49亿元,同比增长1.98%
news flash· 2025-04-17 11:14
Group 1 - The core point of the article is that Prologis Pharmaceutical (000739) reported a decline in revenue for the first quarter of 2025, while net profit showed a slight increase [1] - The company's operating revenue for Q1 2025 was 2.73 billion yuan, representing a year-on-year decrease of 14.63% [1] - The net profit for the same period was 249 million yuan, which reflects a year-on-year growth of 1.98% [1]
普洛药业(000739) - 北京市康达律师事务所关于普洛药业股份有限公司2024年年度股东大会的法律意见书
2025-04-17 09:00
北京市朝阳区建外大街丁 12 号英皇集团中心 8 层 8/F, Emperor Group Centre, No.12D, Jianwai Avenue, Chaoyang District, Beijing, 100022, P.R.China 电话/Tel.:010-50867666 传真/Fax:010-56916450 网址/Website:www.kangdalawyers.com 北京 西安 深圳 海口 上海 广州 杭州 沈阳 南京 天津 菏泽 成都 苏州 呼和浩特 香港 武汉 郑州 长沙 厦门 重庆 合肥 宁波 济南 昆明 北京市康达律师事务所 关于普洛药业股份有限公司 2024 年年度股东大会的法律意见书 康达股会字【2025】第 0083 号 致:普洛药业股份有限公司 北京市康达律师事务所(以下简称"本所")接受普洛药业股份有限公司(以 下简称"公司")的委托,指派本所律师参加公司 2024 年年度股东大会(以下简 称"本次会议")。 本所律师根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华人 民共和国证券法》(以下简称"《证券法》")、《上市公司股东大会规则》(以下简 称"《 ...
普洛药业(000739) - 2024年年度股东大会决议公告
2025-04-17 09:00
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。 证券代码:000739 证券简称:普洛药业 公告编号:2025-23 普洛药业股份有限公司 2024 年年度股东大会决议公告 特别提示: 1、本次股东大会未有否决议案。 2、本次股东大会未涉及变更以往股东大会已通过的决议。 3、根据国家有关法律、法规等相关规定,上市公司回购专用证券账户所持 股份不享有股东大会的表决权,公司现有总股本1,169,323,576股,截至本次股 东大会股权登记日,公司回购专用证券账户持有公司股份10,880,000股,故公司 本次股东大会有表决权股份总数为1,158,443,576股。 1、召集人:公司第九届董事会 2、主持人:公司董事长 祝方猛先生 3、会议召开方式:现场投票与网络投票相结合 4、会议召开时间: (1)现场会议召开时间:2025 年 4 月 17 日下午 14:30 (2)网络投票时间:2025 年 4 月 17 日 一、会议召开和出席情况 其中,通过深圳证券交易所交易系统进行网络投票的具体时间为:2025 年 4 月 17 日:9:15—9:25,9:30—11:3 ...
合成生物学周报:韩国通过首个合成生物学促进法,华南农大生物智造创新研究院揭牌成立
Huaan Securities· 2025-04-17 02:05
Investment Rating - The report does not explicitly state an investment rating for the synthetic biology industry Core Insights - The synthetic biology sector is experiencing a global technological revolution, providing innovative solutions to major challenges such as health, climate change, and food security, as highlighted by the National Development and Reform Commission's "14th Five-Year Plan for Bioeconomic Development" [4] - The Huazhong Securities synthetic biology index, which includes 58 companies across various sectors, has seen a decline of 9.66% recently, underperforming compared to the Shanghai Composite Index [5][17] Industry Market Dynamics - The synthetic biology sector's stocks have performed poorly recently, with a 9.66% drop, ranking 32nd among sectors [17] - The top five gainers in the synthetic biology sector include: - Novozymes (+27%) - Shandong Heda (+10%) - Yaxiang Co. (+10%) - Pro Pharma (+3%) - Huafeng Chemical (+2%) [18] - The top five losers include: - Xinri Hengli (-18%) - Kasei Biotech (-12%) - Yabao Chemical (-9%) - Berry Genomics (-7%) - Weilan Bio (-6%) [22] Company Business Developments - Anhui Pucan has launched the world's largest CO₂-based polycarbonate production facility, with an annual capacity of 50,000 tons, expected to generate sales of 1.5 billion yuan [23] - Huafeng Chemical plans to acquire two subsidiaries to integrate its polyurethane supply chain, with projected revenues exceeding 6.4 billion yuan in 2024 [23] - Tianchen Company signed a contract for a 100,000 tons/year bioethanol project in Egypt, marking its first venture into the North African market [24] - Kosemet announced a partnership with Shanghai Xinhai Biotechnology to develop bio-synthesized retinol for skincare products [25] Industry Financing Tracking - The synthetic biology sector has seen accelerated financing, with nearly 100 companies completing new funding rounds since the beginning of 2025 [28] - Zhongsheng Suyuan Biotechnology completed a B round financing of 235 million yuan, focusing on iPSC-derived cell therapies [28] - Korean company INTAKE raised approximately 9.2 million USD in a C round financing to develop precision fermentation proteins [29] Company R&D Directions - Jinbo Biotech received approval for its recombinant type III human collagen injection product, marking a breakthrough in high-end medical aesthetics [31] - CellX's mushroom protein received FDA GRAS certification, allowing it to enter the U.S. market [31] - MycoTechnology's truffle sweet protein product received FEMA GRAS certification, showcasing advancements in natural flavoring solutions [32] - Nourish Ingredients and Cabio Biotech successfully commercialized a precision fermentation fat product, enhancing the flavor of plant-based products [34]
普洛药业20250311
2025-04-15 14:30
Summary of Conference Call Company Overview - The conference call was hosted by a pharmaceutical company, 普利奥运 (Puliouyun), discussing its operational performance for 2024 and future outlooks [1] Key Financial Metrics - Revenue for 2024 reached 12.022 billion, a year-on-year increase of 4.77% [2] - Gross profit was 1.031 billion, a decrease of 2.29% year-on-year [2] - Revenue from the fuel segment was 8.651 billion, up 8.32% year-on-year, but gross margin decreased by 7.68% [2] - The CDMO segment reported revenue of 1.884 billion, down 6.05% year-on-year [2] R&D and Investment - R&D investment for the year was 611 million, a 2.66% increase year-on-year, with expectations for continued growth in R&D spending [3] - The company has 355 commercialized projects, a 25% increase year-on-year, with 262 in usable drugs and 48 in social drugs [4] - The company has signed confidentiality agreements with 572 innovative drug companies, increasing by over 100 projects from the previous year [4] CDMO Business Insights - The CDMO business is seen as a major growth driver, with ongoing collaborations with both domestic and international companies [10] - The company aims to increase its API projects significantly, projecting 10 to 15 new DMFs annually over the next three years [5] - The CDMO team is expected to grow from 600 to around 1,000 personnel in the next two years [14] Market Challenges and Strategies - The pharmaceutical industry is experiencing intense competition, particularly in the antibiotic sector, leading to price pressures [15] - The company anticipates continued challenges in 2025 due to domestic market competition and geopolitical uncertainties [8] - Strategies include enhancing operational efficiency and adjusting production methods to mitigate price declines [15] Future Outlook - The company expects moderate growth in the CDMO segment, with a target of 3,000 operational projects in two years [18] - Gross margin is projected to increase slightly, with expectations of a 1-2% growth from the previous year's 41% [22] - The company emphasizes the importance of long-term investment strategies and technological innovation for sustainable growth [40] Additional Insights - The company is focusing on the medical beauty segment, which is expected to grow significantly, although its current contribution is limited [27] - The impact of price reductions due to competitive bidding is anticipated to be manageable, with a predicted effect of no more than 10% on overall performance [37] - The company is committed to maintaining a stable growth rate of around 20% over the coming years through strategic investments and operational improvements [31]