股票代码：002020 股票简称：京新药业 公告编号：2025003 浙江京新药业股份有限公司 回购报告书 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 重要内容提示： 1、浙江京新药业股份有限公司（以下简称"公司"）使用自有资金以集中 竞价交易方式回购公司股份，回购的公司股份将用于股权激励或员工持股计划。 本次回购总金额为不低于人民币20,000万元(含)，不超过人民币40,000万元（含）， 回购价格不超过14.8元/股（含），若按回购总金额上、下限和回购股份价格上 限测算，预计回购股份数量约为1,351万股-2,703万股，约占目前公司总股本的 1.57%-3.14%。具体回购金额及回购数量以回购完成时实际使用的资金和回购的 股份数量为准。回购股份的实施期限自董事会审议通过本次回购股份方案之日起 12个月内。 2、本次回购股份事项已经公司第八届董事会第十二次会议审议通过。根据 《公司章程》规定，本次回购方案无需提交股东大会审议。 3、公司已在中国登记结算有限责任公司深圳分公司开立了股份回购专用证 券账户。 4、风险提示: （1）存在因回购期限内公司股票价格 ...

股票代码：002020 股票简称：京新药业 公告编号：2025004 在册的前十大无限售条件股东持股情况 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，现将公司披露董事会公告回购股份决议的前一个交易日（即2025年1月 8日）登记在册的前十大股东和前十大无限售条件股东持股情况公告如下： 一、 披露董事会公告回购股份决议的前一个交易日（即2025年1月8日）登记 在册的前十大股东持股情况 | 序号 | 股东名称 | 持股数量（股） | 持股比例（%） | | --- | --- | --- | --- | | 1 | 吕钢 | 178,796,755 | 20.77 | | 2 | 京新控股集团有限公司 | 134,966,393 | 15.68 | | 3 | #吕岳英 | 23,419,246 | 2.72 | | 4 | #孙慧明 | 15,516,500 | 1.80 | | 5 | 香港中央结算有限公司 | 14,286,927 | 1.66 | | 6 | 上海国际集团资产管理有限公司 | 12,309,934 | 1.43 | | 7 | #杨燕灵 | 7,793, ...

股票代码：002020 股票简称：京新药业 公告编号：2025002 浙江京新药业股份有限公司 关于回购股份方案的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 重要内容提示： 1、回购的基本情况 浙江京新药业股份有限公司（以下简称"公司"）使用自有资金以集中竞价 交易方式回购公司股份，回购的公司股份将用于股权激励或员工持股计划。本次 回购总金额为不低于人民币20,000万元(含)，不超过人民币40,000万元（含）， 回购价格不超过14.8元/股（含），若按回购总金额上、下限和回购股份价格上 限测算，预计回购股份数量约为1,351万股-2,703万股，约占目前公司总股本的 1.57%-3.14%。具体回购金额及回购数量以回购完成时实际使用的资金和回购的 股份数量为准。回购股份的实施期限自董事会审议通过本次回购股份方案之日起 12个月内。 2、相关人员减持计划 截至本公告日，公司未收到董事、监事、高级管理人员、控股股东及持股5% 以上的股东在未来6个月及回购期间的减持计划，未来若有股份减持计划，公司 将严格遵守相关法律法规，履行信息披露义务。 （一）回购股份 ...

证券代码：002020 证券简称：京新药业 公告编号：2025001 浙江京新药业股份有限公司 第八届董事会第十二次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 浙江京新药业股份有限公司(以下简称"公司")第八届董事会第十二次会 议通知于 2025 年 1 月 3 日以电子邮件形式发出，会议于 2025 年 1 月 8 日以电 话及传真方式召开。会议应参加表决的董事 9 名，实际参加表决的董事 9 名。会议召开符合《公司法》和《公司章程》的规定。会议经表决形成决议如 下： 1、以 9 票同意、0 票反对和 0 票弃权的表决结果，审议通过了《关于 回购股份方案的议案》。 为有效维护广大股东利益，增强投资者信心，切实提高公司股东的投资回 报，同时进一步完善公司长效激励机制，充分调动公司管理人员、核心团队的 工作积极性，有效推动公司的长远发展，公司使用自有资金以集中竞价方式回 购公司股份，回购的公司股份将用于股权激励或员工持股计划，回购总金额不 低于人民币 20,000 万元（含）且不超过人民币 40,000 万元（含），回购价格 不超过 14.8 元/ ...

证券代码：002020 证券简称：京新药业 公告编号：2024031 浙江京新药业股份有限公司 关于地达西尼胶囊纳入国家医保目录的公 告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 近日，根据国家医保局、人力资源社会保障部发布的《关于印发<国家基本 医疗保险、工伤保险和生育保险药品目录（2024 年）>的通知》（医保发〔2024〕 33 号）（下称"《通知》"），浙江京新药业股份有限公司（下称"公司"）的 1 类创 新药地达西尼胶囊（商标名为"京诺宁"，规格为 2.5mg）通过国家医保谈判被纳 入《国家基本医疗保险、工伤保险和生育保险药品目录（2024 年）》（下称"《国 家医保目录（2024）》"），现将相关情况公告如下： 三、对公司的影响及风险提示 本次公司地达西尼胶囊被纳入《国家医保目录（2024）》将有利于该产品的 市场推广及未来销售，会对公司的销售增长和长期经营发展产生积极作用。 《国家医保目录（2024）》将于 2025 年 1 月 1 日起正式执行，暂不会对公司 短期的经营业绩构成重大影响。敬请广大投资者谨慎决策，注意投资风险。 特此公告。 浙江 ...

Investment Rating - The report maintains an "Accumulate" rating for the company [2][4]. Core Views - The company reported a revenue of 3.209 billion yuan for the first three quarters of 2024, representing a year-on-year increase of 9.68%, and a net profit attributable to shareholders of 575 million yuan, up 21.66% year-on-year [4]. - The company is experiencing steady growth in its outpatient market, driven by strategic partnerships with retail pharmacies and a successful new marketing model [4]. - The raw material and medical device businesses are stabilizing, with new production bases enhancing competitive advantages [4]. - The launch of the innovative insomnia treatment drug is expected to drive significant growth in the coming year [4]. - Earnings per share (EPS) forecasts for 2024-2026 are 0.83, 0.96, and 1.13 yuan, with corresponding price-to-earnings (PE) ratios of 15.4, 13.3, and 11.3 [4]. Financial Summary - For 2024, the company expects revenue of 4.401 billion yuan, a 10.1% increase from the previous year, and a net profit of 712 million yuan, reflecting a 15.1% growth [3][4]. - The gross margin for the first three quarters of 2024 is reported at 51.11%, with a net margin of 18.09% [4]. - The company’s return on equity (ROE) is projected to improve from 11.2% in 2023 to 12.1% in 2024 [3][4].

Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Views - The effects of marketing reforms are continuously evident, and innovative drugs are driving incremental growth. The company is expected to maintain its profit forecast, with projected net profits for 2024-2026 being 692 million, 800 million, and 927 million yuan, respectively. The corresponding EPS is expected to be 0.80, 0.93, and 1.08 yuan, with current stock prices reflecting PE ratios of 13.3, 11.5, and 10.0 times [1][2] Financial Performance Summary - For the first three quarters of 2024, the company's revenue reached 3,209 million yuan, representing a year-on-year increase of 9.68%. The net profit attributable to the parent company was 575 million yuan, up by 21.66%. The gross margin was 51.11%, and the net margin was 18.09% [2][3] - The company's R&D expense ratio was 8.40% [1] - In Q3 2024, the gross margin was 50.16%, with a net margin of 16.50% [1] Business Development Summary - The company is seeing significant growth in its finished drug marketing reform, with a 92% increase in outpatient finished drug revenue and a 27% increase in foreign trade for the first three quarters of 2024. The medical device business also grew rapidly, with Q3 2024 single-quarter revenue of 168 million yuan, a year-on-year increase of 15.4% [3] - The company is advancing its "combination of innovation and imitation" strategy, focusing on innovative drugs in the fields of mental health and cardiovascular treatments. The first new drug for insomnia, JX11502MA, was officially shipped on March 25, 2024, and the company is actively negotiating for medical insurance coverage [4]

Investment Rating - The report maintains a "Buy" rating for the company [1][3][4] Core Views - The company has demonstrated stable growth in performance, with a 9.68% year-on-year increase in revenue and a 21.66% increase in net profit for the first three quarters of 2024 [3][4] - The marketing model reform has shown effectiveness, contributing to rapid growth in both hospital and community markets [4] - The company is entering a new development phase characterized by a combination of innovation and generics, focusing on R&D in the fields of mental health and cardiovascular diseases [4] Summary by Sections Financial Performance - For Q1-Q3 2024, the company achieved revenue of 3.209 billion RMB, a 9.68% increase year-on-year, and a net profit of 575 million RMB, up 21.66% [4] - In Q3 alone, revenue was 1.059 billion RMB, reflecting a 7.06% year-on-year growth, while net profit increased by 10.33% to 173 million RMB [4] R&D and Innovation - R&D expenses for Q1-Q3 2024 amounted to 269 million RMB, a 3.85% increase, with an R&D expense ratio of 8.40% [4] - The company has successfully commercialized its first Class 1 new drug, Jinnoning® (Didasin), and is actively pursuing further developments in its product pipeline [4] Marketing Strategy - The company is enhancing its integrated approach from intermediates to APIs to formulations, which is expected to create additional growth opportunities [4] - The reform in marketing strategies is yielding results, with efforts to expand into various hospital tiers and strengthen partnerships with chain pharmacies [4] Valuation - Projected net profits for 2024-2026 are 740 million RMB, 843 million RMB, and 965 million RMB respectively, with corresponding EPS of 0.86 RMB, 0.98 RMB, and 1.12 RMB [4][5] - The company is expected to maintain a PE ratio of 15.0x, 13.2x, and 11.5x for the same periods, indicating potential for performance improvement as R&D results materialize [4][5]

特别荣幸邀请到公司的总秘红总和政宣部长黄总跟大家一起就三级报的情况做一个交流和参考然后今天跟我一起主持的还有我们的同事桑文清那接下来的话我们先进入到第一个环节吧就是先请公司的政宣部长黄总对公司的三级报的情况做一个介绍然后我们进入到第二个问答的环节有请黄总 谢谢谢谢韩老师首先呢也感谢作为投资者百当当中抽出宝贵时间来参加我们精心熬夜三地宝的电话会今天呢我们办这个电话会确实呢也得到了众多卖房机构的支持刚才韩老师已经讲了就是今天参与主持的一共有包括平安在内的13家券商 我们在这里呢就一定向大家对我们长期的支持和帮助表示感谢我们就不一一致谢了那下面呢我先简要的把我们整个三级报的数据向大家汇报一下然后今天我们洪总也参加了后面大家有什么问题的可以和洪总一起来探讨 大家也看到了我们昨天晚上披露的三级报了我们三级度的收入是4.59亿这个同比增长了超过7%然后累计是超过32亿的收入同比增长达到了9.68%规模经历是1.73亿单级这个同比是增长超过10%累计达到5.75亿同比是21.66% 那寇非的净利是1.6单净是1.6亿这个同比增长的是9.14%累计呢是4.94亿同比增长的是13.16%我们京兴呢现金流净现金一向是非常不错的单 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative increase of over 15% compared to the CSI 300 index in the next six months [10][11]. Core Insights - The company's Q3 performance met expectations, with a year-over-year revenue growth of 7.06% and a net profit growth of 10.33%. The main drivers for profit growth are attributed to the continuous improvement in external sales of finished drugs and a reduction in sales expenses [2][3]. - The company has successfully controlled sales expenses, leading to an increase in net profit margin. The gross margin for the first three quarters of 2024 was 51.11%, with a net margin of 18.09% [2][3]. - The company is enhancing its R&D capabilities, with the launch of its first innovative drug, Dazatinib capsules, in March 2024. The company is also actively developing new drugs in the fields of psychiatry and cardiovascular health [2][3]. Financial Performance Summary - For the first three quarters of 2024, the company achieved a revenue of 3,209 million yuan, representing a year-over-year increase of 9.68%. The net profit attributable to shareholders was 575 million yuan, up 21.66% year-over-year [2][4]. - The company forecasts revenues of 4,326 million yuan, 4,763 million yuan, and 5,191 million yuan for 2024, 2025, and 2026, respectively, with corresponding net profits of 744 million yuan, 822 million yuan, and 943 million yuan [3][6]. - The projected PE ratios for the next three years are 15, 14, and 12, indicating a favorable valuation outlook [3][6].