金融界消息 截至2025年8月5日收盘，普洛药业（000739）报收于16.08元，下跌0.19%，换手率1.1%， 成交量12.71万手，成交金额2.04亿元。 普洛药业最新一期业绩显示，截至2025一季报，公司营业总收入27.30亿元、同比减少14.63%，归属净 利润2.49亿元，同比增长1.98%，扣非净利润2.06亿元，同比减少14.05%，流动比率1.505、速动比率 1.203、资产负债率44.93%。 通过天眼查大数据分析，普洛药业股份有限公司共对外投资了19家企业，参与招投标项目24次，知识产 权方面有商标信息125条，专利信息174条，此外企业还拥有行政许可7个。 来源：金融界 资金流向方面，今日主力资金净流出3385.00万元，占比成交额16.59%。其中，超大单净流出1908.74万 元、占成交额9.35%，大单净流出1476.26万元、占成交额7.23%，中单净流出流入1236.83万元、占成交 额6.06%，小单净流入2148.18万元、占成交额10.53%。 天眼查商业履历信息显示，普洛药业股份有限公司，成立于1997年，位于金华市，是一家以从事医药制 造业为主的企业。企业注册资 ...

Core Viewpoint - Pro Pharmaceutical announced the repurchase of 10,030,000 shares, representing 0.87% of its total share capital of 1,158,443,576 shares, as of July 31, 2025 [2] Summary by Category - **Company Actions** - The company has initiated a share repurchase program, acquiring a total of 10,030,000 shares through a dedicated repurchase account via centralized bidding [2] - **Share Capital Information** - The repurchased shares account for 0.87% of the company's total share capital, which stands at 1,158,443,576 shares [2]

格隆汇8月1日丨普洛药业(000739.SZ)公布，截至2025年7月31日，公司通过回购专用证券账户以集中竞 价交易方式累计回购公司股份10,030,000股，占公司目前总股本1,158,443,576股的0.87%，最高成交价为 14.82元/股，最低成交价为13.62元/股，成交总金额为1.44亿元(不含交易费用)。 ...

证券代码：000739 证券简称：普洛药业 公告编号：2025-40 普洛药业股份有限公司 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或员工 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： ...

证券代码：000739 证券简称：普洛药业 公告编号：2025-39 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 7 月 7 日，普洛药业股份有限公司（以下简称"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 115 号），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 115 号）中的 10,000 万元流动资金借款提供连带责任 保证，担保期限 12 个月。 2、2025 年 7 月 17 日，公司与中国农业银行股份有限公司东阳市支行（以 下简称"农业银行"）签订《保证合同》（合同编号：33100120250010398）， 同意为公司全资子公司家园药业与农业银行签署的《商业汇票银行承兑合同》（合 同编号：33180120250024671）中的 3,000 万元银行承兑汇票提供连带责任保证， 担保期限 ...

资金流向方面，今日主力资金净流出2544.07万元，占比成交额6.18%。其中，超大单净流出265.02万 元、占成交额0.64%，大单净流出2279.05万元、占成交额5.54%，中单净流出流入551.82万元、占成交 额1.34%，小单净流入1992.25万元、占成交额4.84%。 来源：金融界 普洛药业最新一期业绩显示，截至2025一季报，公司营业总收入27.30亿元、同比减少14.63%，归属净 利润2.49亿元，同比增长1.98%，扣非净利润2.06亿元，同比减少14.05%，流动比率1.505、速动比率 1.203、资产负债率44.93%。 金融界消息 截至2025年7月30日收盘，普洛药业（000739）报收于16.44元，下跌1.67%，换手率 2.15%，成交量24.94万手，成交金额4.11亿元。 通过天眼查大数据分析，普洛药业股份有限公司共对外投资了19家企业，参与招投标项目24次，知识产 权方面有商标信息125条，专利信息173条，此外企业还拥有行政许可7个。 天眼查商业履历信息显示，普洛药业股份有限公司，成立于1997年，位于金华市，是一家以从事医药制 造业为主的企业。企业注册资本1 ...

Core Points - Pro Pharmaceutical Co., Ltd. reported a stock price of 16.72 yuan, an increase of 4.17% as of July 29, 2025 [1] - The company experienced a total revenue of 2.73 billion yuan for Q1 2025, a year-on-year decrease of 14.63% [1] - Net profit attributable to shareholders was 249 million yuan, showing a year-on-year increase of 1.98% [1] Financial Performance - The company's operating revenue for Q1 2025 was 2.73 billion yuan, down 14.63% year-on-year [1] - Net profit for the same period was 249 million yuan, up 1.98% year-on-year [1] - The company's non-recurring net profit was 206 million yuan, a decrease of 14.05% year-on-year [1] - Current ratio stood at 1.505, quick ratio at 1.203, and debt-to-asset ratio at 44.93% [1] Investment and Business Activities - Pro Pharmaceutical has invested in 19 companies and participated in 24 bidding projects [2] - The company holds 125 trademark registrations and 173 patents [2] - Additionally, it possesses 7 administrative licenses [2] Company Background - Pro Pharmaceutical Co., Ltd. was established in 1997 and is located in Jinhua City [1] - The registered capital of the company is approximately 1.17 billion yuan, with paid-in capital of about 363 million yuan [1] - The legal representative of the company is Zhu Fangmeng [1]

Summary of Pro Pharmaceutical Conference Call Company Overview - Pro Pharmaceutical is a leading pharmaceutical integration platform under the Hongdian Group, established in 1989 and headquartered in Dongyang, Zhejiang [4][5][16] - The company has developed a significant business scale over 30 years, focusing on CDMO, APIs, and formulations, with global competitiveness [4][5] Strategic Focus - The company has launched a 2030 strategy focusing on four key areas: raw materials, CDMO, pharmaceuticals, and medical aesthetics, with CDMO identified as the core growth driver [2][4] - CDMO business is currently in an explosive growth phase, benefiting from years of accumulation and expanding into cutting-edge technologies like ADC and peptides [2][6] Financial Performance - In 2024, the revenue from the three main segments is projected to be: raw materials and intermediates at 8.651 billion yuan, CDMO at 1.884 billion yuan, and formulations at 1.256 billion yuan [4] - Gross profit margins for these segments are expected to be 45.17%, 26.98%, and 26.63% respectively, indicating a strong performance in raw materials [4] CDMO Business Development - Pro Pharmaceutical has established itself as a core player in the global innovative drug CDMO market, with over 600 R&D personnel and a significant increase in project numbers [5][6] - The number of API projects in the R&D phase has grown from 28 in 2021 to 79 in 2024, with commercialized human drug projects increasing from 74 to 262 [6] Domestic Innovation Drug Industry - The domestic innovative drug industry is experiencing rapid growth, with significant revenue increases reported by leading biotech companies [7] - Pro Pharmaceutical has established partnerships with 572 domestic and international innovative drug companies, with over 300 agreements signed with leading domestic firms [7] International Market Performance - The overseas market remains a major revenue source, with expectations of achieving over 10 commercialized projects annually through strategic partnerships with international pharmaceutical companies [8] - The company has a long-standing presence in the CDMO sector, contributing to stable revenue growth [8] API Commercialization - Key products entering the API commercialization phase include Donafenib tosylate, Paltomide mesylate, and Fuzuloparib, with expected demand reaching ton-level [9] - These products are crucial growth drivers for the company, supported by their inclusion in national insurance directories and treatment guidelines [9] Collaborations with Multinational Companies - Pro Pharmaceutical has established close collaborations with major multinational pharmaceutical companies, including Pfizer and Merck, focusing on early-stage development orders [10][11] - The company has also built strong relationships in the veterinary medicine sector, with consistent growth in commercialized projects [11] Formulation Business Outlook - The formulation business is expected to enter a rapid growth phase starting in 2026, driven by increased approvals and a focus on market demand [13][14] - The company anticipates approval for approximately 10 formulations in 2025, with a target of over 15 by 2026 [13] Raw Materials and Intermediates Business - The raw materials and intermediates segment is the core revenue and profit contributor, with projected revenue of 8.651 billion yuan in 2024 [15] - The company is diversifying its raw material offerings across antibiotics, veterinary drugs, chronic disease medications, and medical aesthetics [15] Future Growth Expectations - Pro Pharmaceutical is expected to enter a new growth cycle starting in 2025, with a projected compound profit growth rate of over 20% [16] - The company is considered to have a favorable valuation, encouraging investors to pay attention to related assets [16]

Investment Rating - The report recommends a "Buy" rating for multiple companies in the pharmaceutical sector, including Junshi Biosciences, Hualan Biological Engineering-B, and others [3]. Core Insights - The pharmaceutical sector has shown a 1.90% increase this week, outperforming the CSI 300 index by 0.21 percentage points. Sub-sectors such as pharmaceutical outsourcing, vaccines, and medical consumables performed well, while innovative drugs lagged behind [6][42]. - The report emphasizes the potential of the 4-1BB target in cancer treatment, particularly the PD-L1/4-1BB bispecific antibodies, which may address the limitations of PD-1/PD-L1 monotherapy [5][16][17]. Summary by Sections Industry Viewpoints and Investment Recommendations - 4-1BB is recognized as a promising target for tumor therapy, enhancing T cell activation and survival, which is crucial for effective immune responses against cancer [16]. - Investment strategies focus on the innovative drug sector, driven by increased liquidity and risk appetite, with a recommendation to pay attention to companies with strong pipelines in bispecific antibodies and ADCs [6][38]. Pharmaceutical Industry Market Performance - The pharmaceutical sector's overall P/E ratio is reported at 30.67 times, with a premium of 40.37% compared to the overall A-share market excluding financials [42]. Company Dynamics - Notable company developments include: - LIZHU Group's successful Phase III trial for a monoclonal antibody for psoriasis [43]. - Baiyang Pharmaceutical's planned share reduction by its major shareholder [43]. - Mylab's new medical device approval, enhancing market competitiveness [44]. Industry Dynamics - The report highlights the increasing focus on innovative drug development and the potential for significant market opportunities in the context of upcoming patent expirations for key small molecule drugs [38].

Group 1 - A total of 12 stocks received buy ratings from institutions today, with Baolingbao, Puluo Pharmaceutical, and Xinyuanwei being newly covered by institutions [1] - Among the stocks rated, the average increase was 1.14%, outperforming the Shanghai Composite Index, with notable gainers including Xinyuanwei, Shantui, and Hanyi, which rose by 5.56%, 4.41%, and 4.09% respectively [1] - The stocks with the largest declines included Jinbo Biological, Baofeng Energy, and Miao Exhibition, which fell by 2.14%, 1.70%, and 1.60% respectively [1] Group 2 - The newly rated stocks include Puluo Pharmaceutical with a strong buy rating from Huachuang Securities, and Baolingbao with an increase rating from Guotai Haitong [2] - The target price for Puluo Pharmaceutical is set at 22.00 yuan, while Baolingbao has a target price of 16.30 yuan [2] - Other stocks receiving buy ratings include Miaokelan Duo, Tielong Logistics, and Gole Technology, with target prices of 33.00 yuan, 7.09 yuan, and unspecified respectively [2]