APELOA(000739)

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板块出现缩量上涨,持续看好创新药(附PCSK9靶点研究)(2025.06.23-2025.06.29)
Tai Ping Yang Zheng Quan· 2025-06-29 14:14
Investment Rating - The report maintains a "Buy" rating for multiple companies in the pharmaceutical sector, including Junshi Bioscience, Hualing Pharmaceutical-B, and others [2]. Core Insights - The report emphasizes the broad market for lipid-lowering treatments, particularly focusing on the competitive landscape of PCSK9-targeted drugs, with approximately 500 million adults in China suffering from dyslipidemia, including 120 million with high cholesterol [3][15]. - The pharmaceutical sector saw a 1.60% increase this week, underperforming the CSI 300 index by 0.35 percentage points, with sub-sectors like medical infrastructure and life sciences performing better than generics and innovative drugs [4][31]. Summary by Sections 1. Industry Perspective and Investment Recommendations - The lipid-lowering market is vast, with intense competition in PCSK9-targeted drugs [15]. - Investment strategies should focus on innovative drugs, particularly in the context of increased liquidity and risk appetite in the market [4][31]. 2. Pharmaceutical Sector Performance - The pharmaceutical sector's performance was mixed, with medical infrastructure and life sciences leading, while generics and innovative drugs lagged [4][37]. - The overall P/E ratio for the pharmaceutical industry is 27.69, with a premium of 35.26% compared to the broader A-share market [37]. 3. Company Dynamics - Notable company announcements include Baiyoutai's licensing agreement for BAT2406 in Latin America and Yifan Pharmaceutical's approval for clinical trials of a growth hormone injection [38][40]. - Companies like WuXi AppTec and Lijun Group have made significant moves, including share buybacks and new product approvals [39][41]. 4. Industry Trends - The report highlights the upcoming patent expirations for major small molecule drugs, which could lead to increased demand for raw materials [5][32]. - The report also notes the expected recovery in overseas demand, which may improve the performance of CXO companies [34]. 5. Research and Development Focus - The report discusses the clinical progress of various PCSK9-targeted therapies, including monoclonal antibodies and gene editing approaches, indicating a strong pipeline in this area [3][23][25]. - The competitive landscape for PCSK9 drugs in China is characterized by pricing and adherence challenges, with several products already on the market [27].
普洛药业: 关于回购股份注销完成暨股份变动的公告
Zheng Quan Zhi Xing· 2025-06-22 08:40
Core Viewpoint - The company has completed the cancellation of repurchased shares, reducing its total share capital from 1,169,323,576 shares to 1,158,443,576 shares, which is expected to enhance earnings per share and improve shareholder returns [1][2][3] Summary by Sections 1. Approval and Implementation of Share Repurchase - The company approved a share repurchase plan on March 27, 2024, allowing for the repurchase of shares at a price not exceeding RMB 20 per share, with a total repurchase fund of at least RMB 153 million [1][2] - The actual repurchase involved 10,880,000 shares, accounting for 0.93% of the total share capital, with a total transaction amount of approximately RMB 153 million [1][2] 2. Cancellation of Repurchased Shares - The cancellation of the repurchased shares was confirmed by the China Securities Depository and Clearing Corporation on June 19, 2025, in compliance with relevant laws and regulations [2][3] - The number of shares canceled was 10,880,000, which represented 0.93% of the total share capital before cancellation [2] 3. Changes in Shareholding Structure - Following the cancellation, the total number of shares decreased to 1,158,443,576, with the structure remaining compliant with listing requirements [2][3] - The proportion of unrestricted circulating shares slightly decreased from 99.9628% to 99.9624% after the cancellation [2] 4. Impact of Share Cancellation - The cancellation is expected to enhance the company's earnings per share and improve returns for shareholders without significantly affecting the company's financial status or future development [3] - The cancellation will not harm the interests of shareholders, particularly minority shareholders, and will not lead to changes in the controlling shareholder or actual controller [3] 5. Follow-up Arrangements - The company will proceed with necessary changes in business registration and articles of association as per legal requirements following the completion of the share cancellation [3]
普洛药业(000739) - 关于回购股份注销完成暨股份变动的公告
2025-06-22 07:46
证券代码:000739 证券简称:普洛药业 公告编号:2025-34 普洛药业股份有限公司 关于回购股份注销完成暨股份变动的公告 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。 特别提示: 1、本次注销的回购股份数量为 10,880,000 股,占注销前公司总股本的 0.93%。 本次注销完成后,公司总股本将由 1,169,323,576 股变更为 1,158,443,576 股。 2、经中国证券登记结算有限责任公司深圳分公司审核确认,公司本次回购股份 注销事宜已于 2025 年 6 月 19 日办理完成。 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》等相关规 定,回购股份注销完成后,公司应当及时披露,并及时办理变更登记手续。现将公 司回购股份注销完成暨股份变动的具体情况公告如下: 一、本次回购股份的批准及实施情况 关法律法规和公司回购股份方案的有关要求。 公司于 2025 年 3 月 7 日召开第九届董事会第十一次会议,并于 2025 年 4 月 17 日召开 2024 年年度股东大会,审议通过了《关于注销回购股份并减少注册资本的议 案》 ...
板块持续跑赢大盘,关注后续创新药催化(附CD73靶点研究)
Tai Ping Yang Zheng Quan· 2025-06-11 12:58
Investment Rating - The report recommends a "Buy" rating for multiple companies in the pharmaceutical sector, including Junshi Biosciences, Hualing Pharmaceutical-B, and others [3]. Core Insights - The pharmaceutical sector has outperformed the market, with a focus on the potential of innovative drugs and the CD73 target in cancer immunotherapy [4][5]. - The report highlights the promising clinical progress of CD73 inhibitors, with several products in various stages of clinical trials [21][25]. Summary by Sections Industry Investment Rating - The report provides a list of recommended companies with "Buy" and "Hold" ratings, indicating strong investment potential in the pharmaceutical sector [3]. Industry Performance - The pharmaceutical sector rose by 1.13%, outperforming the CSI 300 index by 0.25 percentage points, with innovative drugs and vaccines leading the performance [5][32]. Company Dynamics - Companies such as Lepu Medical and Sunshine Nuohua have made significant announcements regarding new product approvals and clinical trial progress, indicating a robust pipeline and growth potential [33][34]. Industry Trends - The report discusses the increasing focus on innovative drugs and the impact of regulatory changes on the pharmaceutical landscape, suggesting a shift towards high-efficiency business models in the industry [31][40].
普洛药业(000739) - 关于获得化学原料药上市申请批准通知书的公告
2025-06-05 09:15
3、规格:25kg/桶 4、生产企业:浙江普洛家园药业有限公司 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。 近日,普洛药业股份有限公司(以下简称"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")收到国家药品监督管理局(以下简称 "药监局")签发的琥珀酸地文拉法辛《化学原料药上市申请批准通知书》。现 将有关情况公告如下: 一、药品注册批准情况 1、化学原料药名称:琥珀酸地文拉法辛 2、申请事项:境内生产化学原料药上市申请 证券代码:000739 证券简称:普洛药业 公告编号:2025-33 普洛药业股份有限公司 关于获得化学原料药上市申请批准通知书的公告 5、通知书编号:2025YS00429 6、审批结论:根据《中华人民共和国药品管理法》及有关规定,经审查, 本品符合药品注册的有关要求,批准注册。 二、药品其他相关情况 琥珀酸地文拉法辛是第三代抗抑郁药,其通过抑制 5-羟色胺-去甲肾上腺素 再摄取机制来增加 5-羟色胺和去甲肾上腺素浓度而发挥双重抗抑郁作用。该产 品用于成人抑郁症(MDD)的治疗。 三、对公司的影响 此次公司琥珀酸地文拉 ...
普洛药业(000739) - 关于回购公司股份的进展公告
2025-06-03 09:16
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:2025-05) 及《关于回购股份的报告书》(公告编号:2025-06 ...
普洛药业(000739) - 2025-31.关于对下属公司担保的进展公告
2025-06-02 07:46
证券代码:000739 证券简称:普洛药业 公告编号:2025-31 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 4 月 27 日,普洛药业股份有限公司(以下简称"公司")与中 国建设银行股份有限公司东阳支行(以下简称"建设银行")签订《保证合同》 (合同编号:HTC330676300YBDB2025N00Y),同意为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")与建设银行签署的《贸易融资服务合 作协议》(合同编号:676327MPLDB2025001)中的贸易融资额度 3,000 万元提供 连带责任保证,担保期限 331 天。 2、2025 年 4 月 29 日,公司与广发银行股份有限公司杭州分行(以下简称 "广发银行")签订《最高额保证合同》[合同编号:(2025)杭银综授额字第 000084 号-担保 01],同意为公司全资子公司浙江横店普洛进出口有限公司与广 发银行签署的《授信额度合同》[合同编号:(2025)杭银综授额字第 000084 号] ...
普洛药业: 2024年度分红派息实施公告
Zheng Quan Zhi Xing· 2025-05-15 10:10
证券代码:000739 证券简称:普洛药业 公告编号:2025-30 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。 特别提示: 根据《中华人民共和国公司法》《上市公司股份回购规则》《深圳证券交易 所上市公司自律监管指引第 9 号—回购股份》的相关规定,上市公司回购专用 账户中的股份不享有利润分配、公积金转增股本等权利。因此,普洛药业股份有 限公司(以下简称"公司")回购专用证券账户中 11,065,000 股不参与此次分 红派息。 一、股东大会审议通过利润分配方案情况 股本 1,169,323,576 股扣减公司回购专用证券账户中股份 10,880,000 股后的股 本 1,158,443,576 为基数,向全体股东每 10 股派发现金红利 3.56 元(含税), 共计派发现金红利 412,405,913.06 元(含税),不送红股,也不以资本公积金转 增股本。利润分配方案公布后至实施前,如公司总股本由于可转债转股、股份回 购、股权激励行权、再融资新增股份上市等原因发生变动,按照"现金分红总额 不变"的原则相应调整。 用账户中的股份数量 ...
普洛药业(000739) - 2024年度分红派息实施公告
2025-05-15 10:00
根据《中华人民共和国公司法》《上市公司股份回购规则》《深圳证券交易 所上市公司自律监管指引第 9 号—回购股份》的相关规定,上市公司回购专用 账户中的股份不享有利润分配、公积金转增股本等权利。因此,普洛药业股份有 限公司(以下简称"公司")回购专用证券账户中 11,065,000 股不参与此次分 红派息。 公司 2024 年度利润分配和资本公积金转增股本方案已获 2025 年 4 月 17 日 召开的 2024 年年度股东大会审议通过,现将分红派息事宜公告如下: 一、股东大会审议通过利润分配方案情况 1、公司 2024 年年度股东大会审议通过的利润分配方案为:以 2024 年末总 股本 1,169,323,576 股扣减公司回购专用证券账户中股份 10,880,000 股后的股 本 1,158,443,576 为基数,向全体股东每 10 股派发现金红利 3.56 元(含税), 共计派发现金红利 412,405,913.06 元(含税),不送红股,也不以资本公积金转 增股本。利润分配方案公布后至实施前,如公司总股本由于可转债转股、股份回 购、股权激励行权、再融资新增股份上市等原因发生变动,按照"现金分红总额 不 ...
原料药2024及2025Q1业绩综述
ZHESHANG SECURITIES· 2025-05-11 10:20
Group 1: Industry Overview - The overall revenue growth rate for the pharmaceutical and biotechnology sector in Q1 2025 was -4.8%, with a net profit growth rate of -12.2%[3] - The raw material drug sector showed resilience with a revenue growth rate of -3.6% and a net profit growth rate of 10.5% in Q1 2025, benefiting from demand recovery and price stabilization[3] Group 2: Profitability and Financial Performance - In 2024, major raw material drug companies saw an increase in gross margin and net margin by 0.78 percentage points and 0.39 percentage points respectively, while Q1 2025 saw a decline in average gross margin and net margin by 0.64 percentage points and 1.87 percentage points respectively[5] - The average operating cash flow for major raw material drug companies reached 10.04 billion yuan in 2024, a 14.65% increase from 2023, indicating a positive trend[31] Group 3: Capital Expenditure Trends - Capital expenditure for major raw material drug companies in 2024 totaled 7.242 billion yuan, reflecting a year-over-year decrease of 4.12%[36] - The capital expenditure to depreciation ratio for the raw material drug sector decreased from 1.79 in 2023 to 1.27 in 2024, indicating ongoing capacity reduction and structural adjustments[36] Group 4: Investment Strategy - Investment recommendations focus on selecting raw material drug companies with strong growth attributes and stable competitive landscapes, particularly in bulk and specialty raw materials[44] - Companies like Guobang Pharmaceutical and Tianyu Co., Ltd. are highlighted for their favorable supply dynamics and demand recovery[44] Group 5: Risk Factors - Risks include intensified competition leading to suboptimal recovery in product prices and volumes, production safety incidents, and exchange rate fluctuations impacting profitability[47]