截至2025年8月5日收盘，双鹭药业股价报8.31元，较前一交易日下跌0.95%。当日成交量为269722手， 成交金额达2.25亿元。 根据最新公告，双鹭药业预计2025年上半年归属于上市公司股东的净利润为1亿元至1.35亿元，同比增 长237.95%至356.24%。这一业绩预增信息使得公司新增"2025中报预增"概念。 从资金流向来看，8月5日双鹭药业主力资金净流出3346.65万元，近五个交易日累计净流出1.67亿元。 风险提示：以上内容仅供参考，不构成投资建议。市场有风险，投资需谨慎。 双鹭药业主要从事生物医药的研发、生产和销售，产品涵盖基因工程药物、生化药物、化学药物等多个 领域。公司属于生物制品行业，业务涉及生物疫苗等细分领域。 ...

Financial Performance - The company's net profit for the first half of 2025 is projected to be between 100 million and 135 million CNY, representing an increase of 237.95% to 356.24% compared to the same period last year [2] - The net profit after deducting non-recurring gains and losses is expected to decline by 1.9 million to 3.5 million CNY, a decrease of 70.96% to 84.23% year-on-year [2][3] - The fair value changes of financial assets resulted in a significant gain of approximately 110 million CNY in the first half of the year [3] Product Development and Innovation - Key innovative drugs in development include DT678, MBT-1608, PHP1003, PHP0101, long-acting recombinant human follicle-stimulating hormone injection, and GLP-1-Fc fusion protein [4] - The long-acting recombinant human follicle-stimulating hormone injection and GLP-1-Fc fusion protein have completed clinical trials and are about to be submitted for market approval [4] - The company has a unique anti-platelet aggregation drug developed in collaboration with a U.S. university, which is currently in Phase II clinical trials [4][5] New Product Launches - The nitroglycerin spray, as a unique dosage form in China, has significant market potential, especially for emergency use in angina and myocardial infarction [6] - The company plans to enhance marketing strategies for the nitroglycerin spray through academic conferences and collaborations with various sales channels [6] Shareholder Returns - Since its listing in 2004, the company has consistently paid cash dividends, with total dividends exceeding 2.1 billion CNY, which is more than ten times the initial fundraising amount [7] E-commerce and Sales Channels - The company has established a flagship store on JD.com, with a growing range of products available for sale [9] - The proportion of oral formulations has been increasing, prompting the company to explore new marketing models, including e-commerce [9] Investment Activities - The company holds a 55.69% stake in Beijing New Mile Health Industry Group through a partnership, which is expected to yield good returns in the future [10]

Mergers and Acquisitions - Dajia Weikang plans to acquire 60.85% equity of Anhui Dajia Weikang Health Pharmacy for a transaction price of 116 million yuan, making it a subsidiary post-transaction [1] - Jizhong Energy intends to purchase 49% equity of Jingneng Xilin Gol Energy for 669 million yuan, with the target company having a construction scale of 2×660MW efficient supercritical indirect air-cooled units [2] - Bomin Electronics has terminated its acquisition plan for Benchuang Electronics due to failure to reach consensus on key transaction terms [3] Shareholding Changes - Jingbeifang's employee shareholding platform plans to reduce its stake by up to 3% of the company's total shares, equating to a maximum of 26 million shares [4] - Sichuan Shuangma's major shareholders plan to collectively reduce their holdings by up to 2.92% of the company's total shares, amounting to approximately 1.11 million shares [5] - Chenghe Technology's shareholder, Shanghai Kehui Investment, intends to reduce its stake by up to 3% of the company's total shares, which is approximately 564,960 shares [6] Earnings Disclosure - China Merchants Heavy Industry expects a significant decline in net profit attributable to shareholders, projecting a decrease of 90.16% to 91.95%, with an estimated profit of 9 million to 11 million yuan [7] - Dongpeng Beverage anticipates a net profit increase of 33.48% to 41.57%, estimating a profit range of 2.31 billion to 2.45 billion yuan for the first half of 2025 [8] - Shuanglu Pharmaceutical forecasts a substantial net profit growth of 237.95% to 356.24%, estimating a profit of 100 million to 135 million yuan for the first half of 2025, primarily due to changes in the fair value of financial assets [10]

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%20%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company forecasts a substantial increase in net profit attributable to shareholders for H1 2025, driven by non-operating income, despite a significant decline in core business profitability Performance Forecast Summary | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Profit: 100 million - 135 million Yuan | Profit: 29.59 million Yuan | | Year-over-Year Change | **Increase 237.95% - 356.24%** | - | | **Net Profit Excluding Non-Recurring Gains and Losses** | Profit: 19 million - 35 million Yuan | Profit: 120.51 million Yuan | | Year-over-Year Change | **Decrease 70.96% - 84.23%** | - | | **Basic Earnings Per Share** | Profit: 0.10 Yuan/Share – 0.13 Yuan/Share | Profit: 0.03 Yuan/Share | | **Basic EPS Excluding Non-Recurring Items** | Profit: 0.02 Yuan/Share - 0.03 Yuan/Share | Profit: 0.12 Yuan/Share | [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%20%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The company has conducted preliminary discussions with its annual audit firm regarding the performance forecast, with no significant disagreements, though the forecast remains unaudited by a certified public accountant - This performance forecast has not been pre-audited by a certified public accountant, but the company has conducted preliminary discussions with its annual audit firm on related matters, with no significant disagreements[3](index=3&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%20%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) Performance changes during the reporting period show a divergence: significant growth in net profit attributable to shareholders is primarily due to a positive impact from fair value changes of financial assets, while a sharp decline in non-recurring net profit stems from continuous price reductions of core products affecting revenue and profitability - Net profit attributable to shareholders significantly increased year-over-year, primarily due to non-recurring gains and losses, specifically fair value changes of financial assets, with a gain of approximately **110 million yuan** in H1 2025 compared to a loss of **118 million yuan** in the prior period, representing a **228 million yuan** increase[4](index=4&type=chunk) - Net profit excluding non-recurring items significantly decreased year-over-year, primarily due to continuous price reductions of the company's main products during the reporting period, leading to lower operating revenue and profit[4](index=4&type=chunk) [Risk Warning](index=1&type=section&id=%E5%9B%9B%E3%80%81%20%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company explicitly states that this performance forecast is a preliminary estimate by the finance department, with final accurate financial data subject to the 2025 semi-annual report, advising investors to exercise caution and be aware of investment risks - This performance forecast represents preliminary estimates by the company's finance department, with specific financial data to be fully disclosed in the company's 2025 semi-annual report[5](index=5&type=chunk) - Investors are advised to exercise caution in their decisions and be mindful of investment risks[5](index=5&type=chunk)

Investment Rating - Industry rating: Recommended [6] Core Insights - The GB300 is expected to start volume production in the second half of the year, with significant advancements in AI performance and capabilities [1][8] - The central government emphasizes high-quality development of the marine economy, with wind power generation rapidly increasing, accounting for over 12% of total power generation [2][10] - There is a strong growth in overseas AI demand, particularly from new enterprises, driving high capital expenditure in AI [3][14] Summary by Sections GB300 Launch - CoreWeave announced the first market delivery of the NVIDIA GB300 NVL72, featuring advanced AI performance with over exaflop capabilities and significant improvements in user response speed and throughput [1][8] Marine Economy Development - The central government is focusing on enhancing the marine economy through policy support and encouraging social capital participation, with wind power generation capacity rapidly increasing [2][10] Investment Recommendations - The report recommends focusing on the AI capital expenditure and related sectors, highlighting the growth potential in the optical module industry and PCB supply chain [3][14] - Specific beneficiary stocks include NewEase, Zhongji Xuchuang, and Tianfu Communication in the optical module sector, and China Telecom, China Mobile, and China Unicom in the telecommunications sector [3][16][17] - The marine economy sector is also highlighted, with companies like Zhongtian Technology and Hengtong Optic-Electric being potential beneficiaries [4][15]

证券代码：002038 证券简称：双鹭药业 公告编号：2025-019 北京双鹭药业股份有限公司 关于第二大股东部分股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 截至公告披露日，新乡白鹭集团及其一致行动人所持质押股份情况如下： | | 持股数量 | | 本次质押前质 | 本次质押后质 | 合计占其所 | 合计占 公司总 | 已质押股份情况 已质押股份 | 占已 质押 | 未质押股份情况 未质押股 | 占未质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | （股） | 持股比例 | 押股份数量 | 押股份数量 | 持股份比例 | 股本比 | 限售和冻 | 股份 | 份限售和 | 押股份 | | | | | （股） | （股） | | 例 | 结、标记数 | 比例 | 冻结数量 | 比例 | | | | | | | | | 量（股） | | （股） | | | 新乡白鹭 | | | | | | | | | | | | 投资集团 | 159 ...

证券代码：002038 证券简称：双鹭药业 公告编号：2025-018 北京双鹭药业股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 北京双鹭药业股份有限公司（以下简称"公司"或"本公司"），2024 年年度权益分 派方案已获 2025 年 5 月 22 日召开的 2024 年度股东大会审议通过，现将权益分派事宜公告 如下： 一、股东大会审议通过利润分配预案等情况 1、公司 2024 年度股东大会审议通过了《公司 2024 年度利润分配预案》：以 2024 年 12 月 31 日公司总股本 1,027,350,000 股为基数，向全体股东每 10 股派发现金红利 0.2 元 （含税），不以公积金转增股本。合计派发现金 20,547,000 元，公司剩余未分配利润 3,714,067,755.77 元结转至下一年度。 2、公司自 2024 年度权益分派方案披露至实施期间，公司股本总额未发生变化。 3、本次实施的权益分派方案与公司 2024 年度股东大会审议通过的方案一致。 4、本次实施的权益分派方案距离公司 2024 ...

Group 1 - The assisted reproductive concept sector increased by 3.33%, ranking 10th among concept sectors, with 68 stocks rising, including Haichen Pharmaceutical which hit a 20% limit up, and others like Zhongsheng Pharmaceutical, Meinuo Pharmaceutical, and Shuanglu Pharmaceutical also reaching their limit up [1][2] - Notable gainers in the assisted reproductive sector included Xinghao Pharmaceutical, Shengnuo Biological, and Saiseng Pharmaceutical, which rose by 27.29%, 17.58%, and 6.08% respectively [1][6] - The sector saw a net inflow of 414 million yuan from main funds, with 31 stocks receiving net inflows, and 6 stocks exceeding 30 million yuan in net inflow, led by Zhongsheng Pharmaceutical with a net inflow of 247 million yuan [2][3] Group 2 - The top three stocks by net inflow ratio in the assisted reproductive sector were Zhongsheng Pharmaceutical at 55.08%, Shuanglu Pharmaceutical at 20.11%, and Meinuo Pharmaceutical at 17.33% [3][4] - The trading volume and turnover rates for leading stocks in the sector were significant, with Zhongsheng Pharmaceutical showing a daily increase of 9.99% and a turnover rate of 3.84% [3][4] - Other stocks with notable performance included Fuxing Pharmaceutical with a 3.60% increase and a turnover rate of 2.17%, and Meinuo Pharmaceutical with a 9.97% increase and a turnover rate of 7.37% [3][4]

Core Viewpoint - The weight loss drug concept sector has seen a significant increase, with a rise of 4.66% as of June 9, positioning it as the second-highest gaining sector in the market [1]. Group 1: Market Performance - Within the weight loss drug sector, 48 stocks experienced gains, with Changshan Pharmaceutical reaching a 20% limit up [1]. - Notable gainers include Zhongsheng Pharmaceutical, Meinuo Pharmaceutical, and Shuanglu Pharmaceutical, all hitting the limit up, while Xinnoway and *ST Sansheng were among the few decliners [1]. - The sector's performance is reflected in the daily gainers and losers table, highlighting the overall positive trend in the weight loss drug concept [1]. Group 2: Capital Flow - The weight loss drug sector attracted a net inflow of 237 million yuan from major funds, with 27 stocks receiving net inflows [1]. - Zhongsheng Pharmaceutical led the net inflow with 247 million yuan, followed by Zhifei Biological, Shuanglu Pharmaceutical, and Ganli Pharmaceutical, which also saw significant inflows [1][2]. - The net inflow ratios for leading stocks in the sector were notably high, with Zhongsheng Pharmaceutical at 55.08%, indicating strong investor interest [2][3]. Group 3: Stock Performance Metrics - Key stocks in the weight loss drug sector showed impressive daily performance metrics, with Zhongsheng Pharmaceutical and Shuanglu Pharmaceutical both achieving nearly 10% gains [2][3]. - The turnover rates for these stocks also reflect active trading, with Zhongsheng Pharmaceutical at 3.84% and Shuanglu Pharmaceutical at 7.00% [2][3]. - The data indicates a robust interest in the weight loss drug sector, as evidenced by the high net inflow ratios and significant daily price movements [2][3].

股票代码：002038 股票简称：双鹭药业 公告编号：2025-017 北京双鹭药业股份有限公司 2024 年度股东大会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1、本次股东大会未出现否决议案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 表决结果：同意 400,197,811 股，占出席本次股东会有效表决权股份总数的 99.2845%； 反对 1,514,775 股，占出席本次股东会有效表决权股份总数的 0.3758%；弃权 1,369,380 股（其 中，因未投票默认弃权 1,135,530 股），占出席本次股东会有效表决权股份总数的 0.3397%。 同意股数占出席会议有效表决权股份总数的 1/2 以上，该议案获得通过。 1、会议召开情况 本次股东大会由北京双鹭药业股份有限公司（以下简称"公司"）董事会召集，公司于 2025 年 4 月 22 日在《中国证券报》、巨潮资讯网（www.cninfo.com.cn）上刊登了《关于召 开 2024 年度股东大会的通知》（公告编号：2025-01 ...