HUADONG MEDICINE(000963)

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华东医药:关于全资子公司获得医疗器械注册证的公告
2024-09-24 09:36
证券代码:000963 证券简称:华东医药 公告编号:2024-076 华东医药股份有限公司 关于全资子公司获得医疗器械注册证的公告 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。 产品名称:强脉冲光射频治疗仪(V20 System) 型号、规格:V20 结构及组成:由系统控制台和手柄组成。系统控制台包含高压模 块、控制模块、电源和冷却系统等。手柄包括V-ST手柄(可选)和V- IPL手柄(可选)。V-ST手柄是射频手柄,V-IPL手柄是强脉冲光手柄。 适用范围:本产品V-ST双极射频手柄用于改善皮肤皱纹的非侵入 性治疗;V-IPL强脉冲光手柄含有5种滤光片,其中HR-630和HR-570用 于减少人体多余毛发,SR-580用于治疗良性色素性表皮和皮肤病变, VP-530用于治疗良性皮肤血管病变,Acne-415用于治疗中度炎症性痤 疮(寻常痤疮)。本产品在医疗机构中使用。 一、产品注册相关情况 近日,华东医药股份有限公司(以下简称"公司")全资子公司 Viora Ltd.(以下简称"Viora")收到国家药品监督管理局(NMPA) 签发的《医疗器械注册证》, ...
华东医药:2024年半年度权益分派实施公告
2024-09-11 10:17
证券代码:000963 证券简称:华东医药 公告编号:2024-075 公司于 2024 年 8 月 15 日召开第十届董事会第二十七次会议审 议通过的 2024 年半年度利润分配方案为:以公司现有总股本 1,754,327,548 股剔除尚未办结回购注销的限制性股票 65,000 股后的 股本 1,754,262,548 股为基数,每 10 股派 3.5 元人民币现金(含税), 不送红股,不以公积金转增股本,总计派发现金红利 613,991,891.80 元(含税),剩余未分配利润结转以后年度分配。如本次利润分配方 案实施前,公司股本基数发生变动的,按照分配总额不变的原则调整 每股分配比例。 本次 2024 年半年度利润分配方案在公司 2023 年度股东大会决 议授权董事会的范围内,无需提交股东大会审议。 公司已于 2024 年 8 月 27 日在中国证券登记结算有限责任公司 深圳分公司办理完成了 6.50 万股限制性股票的回购注销手续,详见 公司于 2024 年 8 月 29 日刊登在巨潮资讯网上的《关于部分限制性股 票回购注销完成的公告》(公告编号:2024-074)。 华东医药股份有限公司 2024年 ...
华东医药2024年中报点评:利润端表现亮眼,医美板块整体盈利贡献度稳步提升
Changjiang Securities· 2024-08-22 13:13
Investment Rating - The investment rating for the company is "Buy" and is maintained [7] Core Views - The company reported a total revenue of 20.965 billion RMB for the first half of 2024, representing a year-on-year growth of 2.84%. The net profit attributable to shareholders reached 1.696 billion RMB, up 18.29% year-on-year [5] - The medical beauty segment is showing a steady increase in its contribution to the overall net profit of the company, with a total revenue of 1.348 billion RMB, reflecting a growth of 10.14% year-on-year [6] - The pharmaceutical business continues to demonstrate double-digit growth in profit, with the core subsidiary achieving a revenue of 6.698 billion RMB, a year-on-year increase of 10.63% [5][6] Summary by Sections Financial Performance - In H1 2024, the company achieved a total revenue of 20.965 billion RMB, with a net profit of 1.696 billion RMB, marking an 18.29% increase year-on-year. The net profit excluding non-recurring items was 1.625 billion RMB, up 13.85% [5] - For Q2 2024, the company reported a revenue of 10.554 billion RMB, a 2.76% increase year-on-year, and a net profit of 0.834 billion RMB, which is a 22.85% increase [5] Business Segments - **Pharmaceutical Business**: The pharmaceutical industrial segment maintained a strong growth trend, with a revenue of 6.698 billion RMB, up 10.63% year-on-year. The pharmaceutical commercial segment faced challenges but managed to achieve a revenue of 13.552 billion RMB, a slight decline of 0.58% [5] - **Medical Beauty Business**: The medical beauty segment's revenue reached 1.348 billion RMB, growing 10.14% year-on-year. The domestic medical beauty subsidiary reported a revenue of 0.618 billion RMB, reflecting a growth of 19.78% [6] Investment Recommendations - The company is expected to see continued growth in its medical beauty business, with ongoing clinical and registration work for several products. In the pharmaceutical sector, there is a rich pipeline of products in the endocrine field, with significant commercial value anticipated [6] - The projected EPS for 2024, 2025, and 2026 are 1.94 RMB, 2.26 RMB, and 2.57 RMB respectively, supporting the "Buy" rating [6]
华东医药:Q2业绩超预期,创新转型持续兑现
Southwest Securities· 2024-08-22 05:31
[ T able_StockInfo] 2024 年 08 月 20 日 证券研究报告•2024年半年报点评 买入 (维持) 当前价:30.23 元 华东医药(000963)医药生物 目标价:——元(6 个月) Q2 业绩超预期,创新转型持续兑现 [Table_Summary 事件:公司发布] 2024 年半年报,2024 年上半年公司实现营收 209.7 亿元,同 比增长 2.8%;归母净利润 17亿元,同比增长 18.3%;扣非归母净利润 16.3亿 元,同比增长 13.9%;24Q2 公司实现收入 105.5 亿元,同比增长 2.8%;归母 净利润 8.3亿元,同比增长 22.9%;扣非归母净利润 7.9亿元,同比增长 17.5%。 医药工业:保持稳健增长,产品管线持续丰富。2023年核心子公司中美华东实 现营收 67亿元(含 CSO业务,+10.6%);归母净利润 13.9亿元(+11.5%); 净资产收益率 12.3%。工业微生物板块实现销售收入 2.9亿元(+27.4%)。公 司专注于内分泌、自免和肿瘤三大领域,实行"自研+引进"战略,加速创新项 目和外部并购,扩充产品管线。截至 2024H1公司 ...
华东医药:利润增长符合预期,产品管线日益丰富
Caixin Securities· 2024-08-20 09:38
2024 年 08 月 17 日 评级 买入 | --- | --- | |---------------------|-------------| | | 维持 | | 交易数据 | | | 当前价格(元) | 30.25 | | 52 周价格区间(元) | 26.38-42.98 | | 总市值(百万) | 53068.50 | | 流通市值(百万) | 52964.90 | | 总股本(万股) | 175432.80 | | 流通股(万股) | 175090.40 | 涨跌幅比较 华东医药 化学制药 -30% -20% -10% 0% 10% 20% 2023-08 2023-11 2024-02 2024-05 % 1M 3M 12M 吴号 分析师 执业证书编号: S0530522050003 wuhao58@hnchasing.com 相关报告 华东医药 9.32 -8.44 -23.16 化学制药 4.11 -8.16 -4.93 1 华东医药(000963.SZ)公司点评:业绩增长稳 健,创新成效显现 2024-05-13 公司点评 华东医药(000963.SZ) 医药生物| 化学制药 利润增长 ...
华东医药:医药和医美产品管线丰富,业绩稳健增长
Huafu Securities· 2024-08-20 05:30
华福证券 华东医药(000963.SZ) 医药和医美产品管线丰富,业绩稳健增长 投资要点: 医药业务稳健增长:24 年 H1 公司实现营收 209.65 亿元/yoy+2.84%, 扣 非 净 利 润 16.25 亿 元 /yoy+13.85%, 2024Q2 实 现 营 收 105.54 亿 元 /yoy+2.76%,扣非净利润 7.87 亿元/yoy+17.46%。分板块来看:1)工业板 块:24H1 核心子公司中美华东实现营业收入 66.98 亿元(含 CSO 业务) /+yoy10.63%,归母净利润 13.85 亿元/+11.48%;2)商业板块:24H1 实现 营业收入 135.52 亿元/yoy-0.58%,累计实现净利润 2.18 亿元/yoy+0.90%; 3)工业微生物板块:24H1 实现销售收入 2.85 亿元/yoy+27.43%;4)医美 业务:2024H1 实现营收 13.48 亿元/+yoy10.14%。 国内医美持续增长,海外医美业务承压:2024H1 医美业务实现营收 13.48 亿元/+10.14%,受全球经济增长乏力及 EDB 业务阶段性需求波动影 响,海外医美子公司 S ...
华东医药2024年半年报点评:业绩稳健增长,创新管线加码推进
Guotai Junan Securities· 2024-08-20 00:11
Investment Rating - The report maintains a "Buy" rating for the company with a target price of 39.79 RMB [5] Core Viewpoints - The company demonstrates steady performance growth, with its innovation pipeline expected to gradually materialize, indicating long-term growth potential [4] - The company's profitability has improved, with a gross margin of 32.70% (+0.97pct) and a net margin of 8.05% (+0.99pct) in H1 2024 [9] - The innovation pipeline is progressing well, with 129 R&D projects, including 86 innovative drugs and biosimilars, expected to yield results in the near future [9] Financial Performance - H1 2024 revenue reached 20.965 billion RMB (+2.84%), with net profit attributable to shareholders of 1.696 billion RMB (+18.29%) [9] - Q2 2024 revenue was 10.554 billion RMB (+2.76%), with net profit attributable to shareholders of 834 million RMB (+22.85%) [9] - The pharmaceutical industrial segment contributed 6.698 billion RMB (+10.63%) in revenue, while the medical aesthetics segment generated 1.348 billion RMB (+10.14%) [9] Innovation Pipeline - Key products such as liraglutide injection for diabetes and weight loss, BCMA CAR-T, and ELAHERE are expected to be approved or achieve milestones in 2024 [9] - The oral small molecule GLP-1 receptor agonist HDM1002 completed Phase II clinical trials for overweight or obesity in August 2024, with top-line results expected in Q4 2024 [9] Market Data - The company's market capitalization stands at 53.735 billion RMB, with a 52-week stock price range of 26.38-42.98 RMB [6] - The company's P/E ratio is 21.50x for 2022, 18.93x for 2023, and is expected to decrease to 15.83x in 2024 [10] Financial Forecasts - Revenue is projected to grow from 43.826 billion RMB in 2024 to 51.664 billion RMB in 2026, with a CAGR of 7.8% [10] - Net profit attributable to shareholders is expected to increase from 3.394 billion RMB in 2024 to 4.475 billion RMB in 2026 [10] - The company's ROE is forecasted to remain stable at around 14.2%-14.6% from 2024 to 2026 [10]
华东医药:创新步入收获期,BD合作持续推进
Great Wall Glory Securities· 2024-08-19 10:33
华东医药 000963 基础数据: 分分析析师师:XXX huchenxi@gwgsc.com 执业证书编号:S0200518090001 联系电话:010-68085205 2024 年 8 月 16 日 证券研究报告/公司研究 化学制剂/化学制药/医药生物 创新步入收获期,BD 合作持续推进 事件:公司发布2024年半年报:2024年上半年公司实现营收209.65亿元, 截至 2024 年 8 月 16 日 当前股价 30.25 元 投资评级 买入 评级变动 维持 总股本 17.54 亿股 流通股本 17.50 亿股 总市值 530.59 亿元 流动市值 529.65 亿元 事件点评: 同比增长2.84%;归母净利润16.96亿元,同比增长18.29%;扣非归母净 利润16.25亿元,同比增长13.85%。其中第二季度公司实现营业收入 105.54亿元,同比增长2.76%;归母净利润 8.34亿元,同比增长 22.85%; 扣非归母净利润7.87亿元,同比增长17.46%。如扣除股权激励费用及参 控股研发机构等损益影响,实现归属于上市公司股东的扣除非经常性损 益净利润18.02亿元,相比2023年上半年度 ...
华东医药(000963) - 2024年8月16日投资者关系活动记录表
2024-08-19 10:32
证券代码:000963 证券简称:华东医药 华东医药股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------|---------------|---------------------| | | □特定对象调研 | □分析师会议 | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 | □路演活动 | | | □现场参观 | ☑其他 华东医药 2024 | 参与单位:华创证券、中信建投证券、兴业证券、中金公司、中信证券、 中国银河证券、浙商证券、申万宏源证券、东吴证券、国金证券、国盛 证券、天风证券、西南证券、方正证券、德邦证券、国联证券、AIHC Capital Management Limited、Franklin Templeton Investments、HGNH International Asset Management (SG) PTE.LTD、KIM 韩国投信、SMC - P notes、The Capital Group、UBS Asset Management (Singapore) Limited、 嘉实基金 ...
华东医药:2024年中报业绩点评:Q2业绩超预期,创新板块亮点频现
中国银河· 2024-08-18 15:30
Investment Rating - The report maintains a "Recommend" rating for the company [3][4]. Core Viewpoints - The company reported Q2 2024 results that exceeded expectations, with a revenue of 20.965 billion yuan, a year-on-year increase of 2.84%, and a net profit attributable to shareholders of 1.696 billion yuan, up 18.29% year-on-year [2]. - The pharmaceutical industrial segment showed robust growth, achieving a revenue of 6.698 billion yuan in H1 2024, a 10.63% increase year-on-year, while the medical aesthetics business faced challenges due to global economic conditions [2][3]. - The company has a strong pipeline with 129 projects under research, including 86 innovative products and biosimilars, and has increased R&D investment by 10.34% to 1.110 billion yuan in H1 2024 [3][5]. Financial Performance Summary - For H1 2024, the company achieved a revenue of 20.965 billion yuan, with a net profit of 1.696 billion yuan, and a non-recurring net profit of 1.625 billion yuan, reflecting growth rates of 2.84%, 18.29%, and 13.85% respectively [2]. - The forecast for net profit attributable to shareholders for 2024-2026 is projected at 3.429 billion yuan, 3.995 billion yuan, and 4.606 billion yuan, with year-on-year growth rates of 20.78%, 16.52%, and 15.29% respectively [5][6]. - The company’s earnings per share (EPS) are expected to be 1.95 yuan, 2.28 yuan, and 2.63 yuan for 2024-2026, with corresponding price-to-earnings (PE) ratios of 15, 13, and 11 [5][6].