亿帆医药（002019.SZ）11月25日在投资者互动平台表示，国内发货量同比上升。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问亿立舒今年三季度以来在国内的销量是否继续保 持着稳定的增长态势？ ...

Group 1 - The core point of the news is that HMO producer Baolingbao has completed the construction of 2,500 tons of production capacity, with major domestic companies as its clients [2] - Yifan Pharmaceutical has an initial designed capacity of 1,000 tons for HMO production, which has not yet commenced operations [2]

Core Viewpoint - The company, Yifan Pharmaceutical, has reported an increase in sales of its compound Lonicerae Flos and Forsythiae Fructus granules due to a rise in cold patients as winter approaches [1] Company Summary - Yifan Pharmaceutical confirmed that the sales of its compound Lonicerae Flos and Forsythiae Fructus granules have seen a notable increase recently [1]

Investment Rating - The report maintains a "Buy" rating for the company, with a target price not specified [6]. Core Insights - The company reported a revenue of 3.923 billion yuan for Q1-Q3 2025, a year-on-year increase of 1.67%, and a net profit of 388 million yuan, up 5.84% year-on-year [1]. - In Q3 2025, the company achieved a revenue of 1.288 billion yuan, a year-on-year increase of 5.01%, but a quarter-on-quarter decrease of 1.60% [1]. - The innovative drugs, Yili Shou and Yinikang, saw a combined sales revenue growth of 147.04% in Q1-Q3 2025, with Yili Shou's shipments increasing by 77.99% and Yinikang's by 315.76% [2]. - The clinical trial of the traditional Chinese medicine, Duanjin Jiedu Capsule, successfully demonstrated superior efficacy in preventing relapse compared to the placebo group [3]. Financial Performance - The company expects revenues of 6.101 billion, 7.137 billion, and 8.284 billion yuan for 2025, 2026, and 2027 respectively, with net profits projected at 606 million, 819 million, and 1.061 billion yuan for the same years [6]. - The company reported a net profit of 84 million yuan in Q3 2025, a decrease of 25.64% year-on-year and 44.09% quarter-on-quarter [1]. - The self-owned pharmaceutical formulation products generated revenue of 2.969 billion yuan in Q1-Q3 2025, reflecting an 11.07% year-on-year increase [2]. Clinical Trials and Product Development - The A-319 (CD3&CD19 TCE bispecific antibody) showed good tolerance in clinical trials, with preliminary efficacy indicating a reduction in SLEDA I-2K scores [4][5]. - The Duanjin Jiedu Capsule demonstrated a significant increase in the negative rate of urine opioid substances, achieving a 95.2% negative rate compared to 68.6% in the placebo group [3]. Market Position and Valuation - The company has a total market capitalization of approximately 15.983 billion yuan, with a circulating market value of about 11.057 billion yuan [7]. - The company's earnings per share (EPS) is projected to be 0.50 yuan in 2025, with a price-to-earnings (P/E) ratio of 26.36 [10].

Group 1 - The company Yifan Pharmaceutical (002019) reported that as of October 31, 2025, the number of shareholders is expected to be 47,904 [1]

Group 1 - The core viewpoint is that Yifan Pharmaceutical (002019) acknowledges that the sales of innovative drugs require a certain cultivation period, indicating that the product Yilishu is currently in the initial ramp-up phase [1] - The company states that it should be able to fulfill the binding procurement volume of over 40,000 units [1]

Group 1 - The core point of the article is that Yifan Pharmaceutical (002019) has received clinical approval for its research project F-652 for aGVHD indication in the United States and will prioritize conducting domestic clinical trials [1]

Core Viewpoint - Yifan Pharmaceutical (002019) confirmed that there has been no structural adjustment in the application of Vitamin B5 (Calcium Pantothenate), which is primarily used in feed and food additives, with some applications in pharmaceutical intermediates [1] Company Summary - Yifan Pharmaceutical addressed investor inquiries on November 7, stating that the main applications of Vitamin B5 are in feed and food additives [1] - The company noted that there has been no structural adjustment in the use of Vitamin B5, indicating stability in its application areas [1]

Group 1 - The core viewpoint is that the company has not seen a structural adjustment in the application of calcium pantothenate, which primarily serves the animal feed and food additive industries, with some use in pharmaceutical intermediates [2]. - The company has increased its technological transformation and established new factories to enhance production capabilities [2]. Group 2 - The company responded to investor inquiries regarding potential shifts in the application structure of calcium pantothenate, indicating that there are no current or expected changes towards greater applications in the food and pharmaceutical sectors [2].

Core Viewpoint - The company Yifan Pharmaceutical has confirmed that the production line of Hefei Xinzhu has recently been put into operation and will disclose any updates regarding GMP certification in accordance with legal and regulatory requirements [1] Group 1 - Investors inquired about the status of domestic GMP certification for Xinzhu Bio and the expected timeline for FDA and EMA certifications [1] - Yifan Pharmaceutical stated that the Hefei Xinzhu production line has only recently started operations [1] - The company will provide timely announcements regarding any progress on GMP certification as required by law [1]