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超2100家采购商赴粤“扫货”,广东优品展成内外贸对接强枢纽
南方财经记者 孙静芳 广州报道 开幕式上,广东省商务厅发布了"粤手礼"名单、广东特色消费聚集区、十五运促消费活动和广东优品展 吉祥物"优优""粤粤"及官方授权元素。 广东是优品产出大省,具有配套完整的产业体系,产品品质优良,深受全球消费者喜爱。全省已经培育 了2个万亿级,1个5000亿级、4个千亿级、5个百亿级的出口产业集群。广东也是优品的消费大省,实时 人口1.5亿,拥有超大规模的市场需求,社会消费品零售总额连续42年位居全国首位,人民群众对高品 质生活、高价值产品的需求越来越强烈。此次创新举办广东优品展览会,集中展示广东精品,旨在加快 推进内外贸一体化发展,支持企业拓展内销市场,助力做强国内大循环。 首届广东优品展以"广东优品·粤见美好"为主题,以消费类产品展览展示、供采对接为主要内容,展览 展示面积5万平方米,涵盖家电电子、服饰美妆、玩具文创、健康食品、家具家居等5个行业展区,将举 办42场供采对接活动。 9月12日上午,首届广东优品展览会在广州开幕,共吸引1086家企业参展、2175家境内外专业采购商报 名采购。据悉,广东优品展由广东省商务厅指导,广东省商业联合会和广州国际会展集团联合主办,展 会为期 ...
亿帆医药(002019):创新药同比大幅增长 断金戒毒胶囊IB期临床达到终点
Xin Lang Cai Jing· 2025-09-12 00:36
2025H1 营业总收入26.35 亿元,同比增长0.11%,其中创新药亿立舒、易尼康合计销售收入较上年同期 增长169.57%。归母净利润3.04 亿元,同比增长19.91%,超预期。在研1.1 类创新中药断金戒毒胶囊Ib 期临床试验结果达到预期目标,具有较大市场潜力。未来可以关注:1)亿立舒于7 月底美国发货并开 始销售;生产链向国内转移后生产成本进一步下降;2)断金戒毒胶囊后续临床试验的推进;3)N- 3C01(IL-15 项目)2025Q3/Q4 申报IND 事件 2025 年8 月14 日发布2025 半年度报告,公司营业总收入26.35 亿元,同比增长0.11%;归母净利润3.04 亿元,同比增长19.91%;扣非归母净利润2.37 亿元,同比增长 32.21%, 2025 年8 月19 日发布公告,在研产品断金戒毒胶囊Ib 期临床试验结果达到预期目标。 核心观点 简评 一、创新药同比大幅增长,业绩略超预期 2025H1 公司营业总收入26.35 亿元,同比增长0.11%,主要系公司自研及引进医药品种陆续获批上市、 医药自有存量产品销售额增加所致。归母净利润3.04 亿元,同比增长19.91%;扣 ...
一家曾被资本市场热捧的医药企业,正在监管关注、质押风险与业绩增长的多重挑战中寻找平衡
Zhong Jin Zai Xian· 2025-09-11 03:24
亿帆医药 子公司飞检暴露管理漏洞, 创新药 高增长难掩质押与债务风险 2025年8月6日,安徽省药监局第一分局对合肥亿帆医药有限公司进行了一次药品流通领域的飞行检查。 检查结论显示为"待整改后评定"。 通常情况下,这样的检查结论意味着发现了一些不符合规范的问题,需要企业整改后才能符合要求。尽 管具体不合规事项未详细披露,但这一事件仍然引起了市场的关注。 飞检事件,监管警示灯已亮起 2025年8月的飞检事件引起层层涟漪。药品流通领域的飞行检查是药监部门的常规监管手段,但"待整改 后评定"的结论显然不容忽视。 这类检查结论通常表明企业在药品经营质量管理规范(GSP)方面存在缺陷,可能涉及药品储存、运输、 销售管理等环节的问题。虽然官方未公布具体不合规事项,但根据行业经验,可能包括温控管理、记录 不规范、供应商审计等方面的瑕疵。 亿帆医药并非首次面临监管关注。2022年11月,公司在投资者互动平台承认,尚未收到来自EMA和 FDA的现场检查通知,这曾引发市场对其国际化进程的担忧。 回顾公司发展历程,亿帆医药的扩张战略也带来了一些隐患。公司业务覆盖范围超过50个国家及地区, 旗下子公司数量突破50家,全球员工数量超4 ...
亿帆医药:合肥欣竹生产线近期投入使用,目前有2款生物类似物产品进行试生产
Mei Ri Jing Ji Xin Wen· 2025-09-09 09:00
每经AI快讯,有投资者在投资者互动平台提问:肥西发布微信公众号披露,合肥欣竹生物科技项目已 于近日投产。请问,近期合肥欣竹生物科技项目都生产哪些产品? (文章来源:每日经济新闻) 亿帆医药(002019.SZ)9月9日在投资者互动平台表示,合肥欣竹生产线近期投入使用,目前有2款生物 类似物产品进行试生产。 ...
亿帆医药跌2.04%,成交额1.34亿元,主力资金净流出483.42万元
Xin Lang Cai Jing· 2025-09-09 03:17
9月9日,亿帆医药盘中下跌2.04%,截至10:40,报15.38元/股,成交1.34亿元,换手率1.02%,总市值 187.08亿元。 资金流向方面,主力资金净流出483.42万元,特大单买入336.17万元,占比2.50%,卖出682.26万元,占 比5.08%;大单买入2679.73万元,占比19.97%,卖出2817.07万元,占比20.99%。 亿帆医药今年以来股价涨44.82%,近5个交易日跌2.53%,近20日涨3.15%,近60日涨10.97%。 资料显示,亿帆医药股份有限公司位于浙江省杭州市临安区锦城街道琴山50号,成立日期2000年11月10 日,上市日期2004年7月13日,公司主营业务涉及生产和销售原料药、高分子材料。主营业务收入构成 为:医药自有产品(含进口)75.52%,维生素11.47%,医药其他产品9.52%,高分子材料3.00%,医药服务 0.49%。 亿帆医药所属申万行业为:医药生物-化学制药-化学制剂。所属概念板块包括:原料药、肝炎治疗、中 药、抗流感、医疗美容等。 截至8月29日,亿帆医药股东户数4.29万,较上期增加3.38%;人均流通股19634股,较上期减少3.2 ...
亿立舒完成美国第二批发货 创新药出海收获期持续兑现
Huan Qiu Wang· 2025-09-08 02:49
Group 1 - Ryzneuta® (marketed as "亿立舒®" in China) has successfully completed its second shipment to the U.S. market, marking significant progress in its commercialization journey [1] - The drug was approved for sale in the U.S. in January 2023, and by May 2025, the first shipment to the U.S. market was completed, indicating a rapid acceleration in its commercialization process [1] - Acrotech, the U.S. partner, has increased its procurement volume and sales targets for Ryzneuta® based on optimistic clinical data and market potential, and plans to independently invest in research for an automatic injection version of the drug [1][2] Group 2 - Ryzneuta® is a novel long-acting G-CSF product and the only one in China that has undergone head-to-head clinical comparisons with both long-acting and short-acting reference products [2] - The drug has demonstrated superior clinical data, reducing the risk of neutropenia while significantly decreasing the frequency of administration for patients [2] - The U.S. market pricing for Ryzneuta® is set at $4,600 per unit, approximately 14 times the domestic price, reflecting the global market's recognition of the value of Chinese innovative drugs [2] Group 3 - Ryzneuta® was officially launched in the U.S. market in July 2023, and the second shipment occurred just two months later, driven by the partner's confidence in the drug's competitive advantages and market potential [3] - The drug is expected to gradually replace traditional G-CSF products, addressing market demands for long-acting and high-efficacy options [3] - In the first half of 2024, the sales revenue from the innovative drug business of the company increased by 169.57%, with Ryzneuta® alone achieving a shipment volume of over 220,000 units, a year-on-year increase of 96.02% [3]
内外贸一体化新平台聚势起航:广东优品展9月12日启幕
Sou Hu Cai Jing· 2025-09-06 05:35
Group 1 - The Guangdong Quality Products Exhibition aims to establish a new platform for integrated domestic and foreign trade, focusing on connecting production and sales for exhibitors [3][6] - The exhibition will adopt a "showcase-sales integration" model to create precise matching scenarios for domestic and foreign buyers, promoting Guangdong's quality manufacturing [3][6] - The event will take place from September 12 to 14 at the Guangzhou Import and Export Fair Complex, featuring five major exhibition areas and over 1,000 exhibitors [9][4] Group 2 - A total of 2,175 professional buyers have been invited, including 1,682 from within the province, 336 from outside, and 157 from overseas, with notable companies like Walmart and Amazon participating [6][9] - The exhibition will feature a "Star Carnival Concert" with six popular artists, enhancing brand exposure through a combination of live performances and product displays [6][7] - Attendees will benefit from special dining vouchers and exclusive discounts during the exhibition, aimed at boosting consumer engagement [10][12] Group 3 - The event is positioned as a practical platform for the "dual circulation" strategy, facilitating the transition of foreign trade products to domestic sales channels [14] - The exhibition is expected to attract over 100,000 professional visitors and consumers, highlighting its significance in promoting Guangdong's manufacturing capabilities [7][9] - The press conference served as both an information release and a confidence-building event, emphasizing the importance of quality and brand in domestic sales [12][14]
亿帆医药: 第九届董事会第一次(临时)会议决议公告
Zheng Quan Zhi Xing· 2025-09-05 16:33
Group 1 - The company held its second extraordinary shareholders' meeting on September 5, 2025, where a new board of directors was elected, consisting of 3 non-independent directors, 2 independent directors, and 1 employee representative director [1][2] - The first meeting of the newly elected board was convened on the same day, with all 6 directors present, and was chaired by Mr. Cheng Xianfeng [1][2] - Mr. Cheng Xianfeng was elected as the chairman of the ninth board of directors, with a term of three years from the date of the meeting [1][2] Group 2 - The board approved the appointment of senior management, including the reappointment of Mr. Cheng Xianfeng as president and the appointment of Mr. Feng Dexi as senior vice president and board secretary [2][3] - Other appointments included Mr. Wang Feng, Ms. Geng Yuhong, and Ms. Qian Liping as executive vice presidents, and Mr. Zhang Dawai as vice president and CFO, all with a term of three years [2][3] Group 3 - The board expressed gratitude to the outgoing directors, supervisors, and senior management for their contributions during their tenure [3][4] - The independent directors Cheng Genhong and Liu Hongquan, along with other members of the eighth board, completed their terms and will not hold any other positions in the company [3][4] Group 4 - The company’s audit committee will assume the responsibilities of the supervisory board as per legal requirements, following the completion of the eighth board's term [3][4] - The company has ensured compliance with relevant laws and regulations regarding the appointment and responsibilities of its directors and management [3][4]
亿帆医药: 09.06:(2025-056)2025年第二次临时股东会决议公告
Zheng Quan Zhi Xing· 2025-09-05 16:33
Meeting Overview - The shareholder meeting of Yifan Pharmaceutical Co., Ltd. was held on September 5, 2025, with both on-site and online voting options available [1][2] - A total of 305 shareholders and representatives participated, representing 523,447,918 shares, which is 43.0329% of the total voting shares [1] Voting Participation - Among the participants, 298 were small investors and authorized representatives, with 24,242,411 shares represented, accounting for 1.9930% of the total voting shares [2] Proposal Voting Results - The following proposals were approved during the meeting: Amendment of Company Articles - The proposal to amend the Articles of Association received 99.9397% approval, with 523,132,518 votes in favor [2] Amendment of Shareholder Meeting Rules - The proposal to amend the Rules of Procedure for Shareholder Meetings was approved with 98.2548% support, totaling 514,312,460 votes [3] Amendment of Board Meeting Rules - The proposal to amend the Rules of Procedure for Board Meetings was approved with 98.2528% support, totaling 514,302,460 votes [4] Amendment of Independent Director Work System - The proposal to amend the Independent Director Work System received 98.2537% approval, with 514,307,160 votes in favor [4] Amendment of Fund Management Measures - The proposal to amend the Fund Management Measures was approved with 98.2552% support, totaling 514,314,660 votes [5] Amendment of Related Party Transaction Decision-Making System - The proposal to amend the Related Party Transaction Decision-Making System received 98.2542% approval, with 514,309,760 votes in favor [6] Amendment of Investment Management System - The proposal to amend the Investment Management System was approved with 98.2539% support, totaling 514,307,960 votes [6] Amendment of Accountant Selection System - The proposal to amend the Accountant Selection System received 98.2544% approval, with 514,310,660 votes in favor [7] Adjustment of Independent Director Allowances - The proposal to adjust the allowances for independent directors was approved with 99.9303% support, totaling 523,083,218 votes [8] Election of Non-Independent Directors - The election of non-independent directors was approved with 97.2691% support, totaling 509,153,070 votes [8] Election of Independent Directors - The election of independent directors received 99.4032% approval, with 520,324,012 votes in favor [9] Legal Opinion - The meeting was witnessed by lawyers from Anhui Tianhe Law Firm, confirming that the meeting's procedures and resolutions complied with relevant laws and regulations [9]
亿帆医药: 安徽天禾律师事务所关于亿帆医药股份有限公司2025年第二次临时股东会之法律意见书
Zheng Quan Zhi Xing· 2025-09-05 16:33
之法律意见书 致:亿帆医药股份有限公司 根据《中华人民共和国公司法》(下称《公司法》)、《中华人民共和国证券法》 (下称《证券法》)、中国证券监督管理委员会(下称"中国证监会")《上市公司 股东会规则》(下称《股东会规则》)以及《亿帆医药股份有限公司公司章程》(下 称《公司章程》)等有关规定,安徽天禾律师事务所接受亿帆医药股份有限公司(下 称"亿帆医药"或"公司")委托,指派凌斌、洪嘉玉律师(下称"天禾律师")出 席公司 2025 年第二次临时股东会(下称"本次股东会"),对本次股东会相关事项 进行见证,并出具法律意见。 本法律意见书是天禾律师根据对有关本次股东会事实的了解及对我国现行法律、 法规和规范性文件的理解而做出的。 天禾律师同意将本法律意见书作为本次股东会的必备文件予以公告并依法对所出 具的法律意见书承担责任。 天禾律师根据有关法律、法规的要求,按照律师行业公认的业务标准、道德规范 和勤勉尽责的精神,对本次股东会的召集和召开程序、出席会议人员的资格、表决程 序及其他相关法律问题发表法律意见如下: 一、本次股东会的召集与召开程序 法律意见书 安徽天禾律师事务所 关于亿帆医药股份有限公司 (一)2025 ...