Core Viewpoint - Haishang Pharmaceutical (002099.SZ) has repurchased a total of 14.3153 million shares, representing 0.8844% of the company's total share capital, through the Shenzhen Stock Exchange's centralized bidding trading system as of January 31, 2026 [1] Summary by Relevant Categories Share Repurchase Details - The maximum transaction price for the repurchased shares was 6.41 RMB per share, while the minimum transaction price was 5.66 RMB per share [1] - The total amount spent on the share repurchase was 88.8813 million RMB, excluding transaction fees [1]

截至 2026 年 1 月 31 日，公司累计通过深圳证券交易所股票交易系统以集中 竞价交易方式回购公司股份 14,315,300 股，占公司总股本的 0.8844%，最高成 交价为 6.41 元/股，最低成交价为 5.66 元/股，成交总金额为 88,881,298.38 元人民币（不含交易费用）。公司回购符合相关法律法规的要求，符合既定的回 购方案。 证券代码：002099 证券简称：海翔药业 公告编号：2026-007 浙江海翔药业股份有限公司 关于股份回购进展情况的公告 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。 浙江海翔药业股份有限公司（以下简称"公司"）于 2025 年 4 月 9 日召开 第七届董事会第十三次会议，审议通过了《关于回购股份方案的议案》，同意公 司使用自有/自筹资金以集中竞价交易方式回购部分公司股票（以下简称"本次 回购"），在未来适宜时机用于股权激励或者员工持股计划。本次回购资金总额 不低于人民币 15,000 万元（含），不超过人民币 30,000 万元（含），回购价格 不超过人民币 7.46 元/股（含）。本次回购的实施期 ...

每经AI快讯，海翔药业2月2日晚间发布公告称，截至2026年1月31日，公司累计通过深圳证券交易所股 票交易系统以集中竞价交易方式回购公司股份约1432万股，占公司总股本的0.8844%，最高成交价为 6.41元/股，最低成交价为5.66元/股，成交总金额约为8888万元人民币。 每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 （记者 曾健辉） ...

Investment Rating - The industry is rated as "Outperform the Market - A" [4] Core Insights - The price increase of dyes has been realized, and attention should be paid to changes in the SAF (Sustainable Aviation Fuel) industry chain [1][12] - The supply of key intermediate H acid is under pressure due to environmental and safety production constraints, leading to a significant cost increase for active dyes [2][3] - The industry is experiencing a dual transformation in cost and market structure, with a focus on the concentration of market share among leading companies due to stricter environmental regulations [10][9] Summary by Sections Key Intermediate Supply and Price Dynamics - H acid, essential for producing active dyes, faces supply constraints due to environmental pressures and production incidents, leading to a projected price increase that could raise active dye production costs significantly [2][3] - The effective capacity of H acid is currently below 60,000 tons, with a potential reduction of over 25% due to maintenance shutdowns, reinforcing cost support expectations for active dyes [2] Market Structure and Environmental Regulations - The dye industry is undergoing a consolidation phase, with many non-compliant small manufacturers exiting the market, leading to a more oligopolistic structure [3][10] - The active dye market's CR4 (concentration ratio) is 64.91%, while the dispersed dye market's CR4 is 70.69%, indicating a significant level of market concentration [10] Investment Opportunities - Companies to watch include Runtao Co., Zhejiang Longsheng, Jinji Co., Jihua Group, Yabang Co., Annuoqi, Fulei Ant, Wanfeng Co., and Haixiang Pharmaceutical, which are positioned to benefit from the evolving market dynamics [11] - The SAF sector is also highlighted for potential growth, with expected increases in demand driven by regulatory changes and market dynamics [12][14]

近日，浙江海翔药业股份有限公司发布2025年度业绩预告（更正后），预计2025年度归属于上市公司股 东的净利润为-13,500万元至-9,000万元，扣除非经常性损益后的净利润为-14,200万元至-9,500万元，基 本每股收益为-0.08元至-0.06元。上年同期分别为-33,026.72万元和-34,027.10万元。公司称2025年亏损幅 度收窄，医药板块收入略有下滑，毛利率承压，染料板块盈利能力修复，台州前进公司资产组无商誉减 值迹象。美元兑人民币汇率走低对净利润产生较大负面影响。本次业绩预告未经审计，最终数据以年度 报告为准。 《2025年度业绩预告（更正后）》 《2025年度业绩预告的更正公告》 截至2026年1月29日收盘，海翔药业（002099）报收于6.41元，较前一交易日上涨0.94%，最新总市值为 103.76亿元。该股当日开盘6.22元，最高6.42元，最低6.14元，成交额达1.96亿元，换手率为1.92%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 最新公告列表 ...

证券代码：002099 证券简称：海翔药业 公告编号：2026-006 三、业绩预告更正的主要原因 浙江海翔药业股份有限公司 2025 年度业绩预告的更正公告 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。 浙江海翔药业股份有限公司（以下简称"公司"）于 2026 年 1 月 29 日披露了《2025 年度业绩预告》（公告编号：2026-005）。经核查发现，上述公告中部分数据存在错误， 现对相关内容进行更正，具体如下： 一、更正前（需更正部分做加粗处理）： 单位：万元 | 项 目 | | | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | | | -13,500 | ～ | -9,000 | -33,026.72 | | 扣除非经常性损 益后的净利润 | | | | -14,200 | ～ | -9,500 | -340,277.10 | | 基 本 每 益 （元/股） | 股 | 收 | | -0.08 | ～ | -0.0 ...

证券代码：002099 证券简称：海翔药业 公告编号：2026-006 浙江海翔药业股份有限公司 2025 年度业绩预告的更正公告 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。 浙江海翔药业股份有限公司（以下简称"公司"）于 2026 年 1 月 29 日披露了《2025 年度业绩预告》（公告编号：2026-005）。经核查发现，上述公告中部分数据存在错误， 现对相关内容进行更正，具体如下： 二、更正后（已更正部分做加粗处理）： 单位：万元 一、更正前（需更正部分做加粗处理）： 单位：万元 | 项 目 | | | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | | | -13,500 | ～ | -9,000 | -33,026.72 | | 扣除非经常性损 益后的净利润 | | | | -14,200 | ～ | -9,500 | -340,277.10 | | 基 本 每 益 （元/股） | 股 | 收 | | -0.08 ...

截至2026年1月28日收盘，海翔药业(002099)报收于6.35元，上涨1.28%，换手率2.09%，成交量33.69万 手，成交额2.14亿元。 当日关注点 浙江海翔药业股份有限公司发布2025年度业绩预告，预计归属于上市公司股东的净利润为-13,500万元 至-9,000万元，扣除非经常性损益后的净利润为-14,200万元至-9,500万元，基本每股收益为-0.08元 至-0.06元。与上年同期相比亏损幅度收窄。业绩变动主要原因包括医药板块受产品价格波动、原材料 价格上涨影响，毛利率承压；染料板块核心产品价格上涨，盈利能力修复；美元兑人民币汇率走低对净 利润产生较大负面影响。本业绩预告未经审计，与会计师事务所无重大分歧。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：1月28日主力资金净流入2552.54万元，散户资金净流出2814.74万元。 来自业绩披露要点：海翔药业预计2025年全年归属净利润亏损9000万元至1.35亿元，亏损幅度较 上年同期收窄。 来自公司公告汇总：海翔药业获地夸磷索钠化学原料药 ...

Group 1 - The core point of the article is that Zhejiang Haixiang Pharmaceutical Co., Ltd. has released its 2025 annual performance forecast, indicating a projected net loss for shareholders of the listed company between -135 million yuan and -90 million yuan, with a narrowed loss compared to the previous year [1] - The forecasted net profit after deducting non-recurring gains and losses is expected to be between -142 million yuan and -95 million yuan, with basic earnings per share projected to be between -0.08 yuan and -0.06 yuan [1] - The main reasons for the performance changes include pressure on gross margins due to fluctuations in product prices and rising raw material costs in the pharmaceutical sector, while the dye sector has seen a recovery in profitability due to price increases of core products [1] Group 2 - The exchange rate of the US dollar against the Chinese yuan has had a significant negative impact on net profit [1] - The performance forecast has not been audited and there are no significant disagreements with the accounting firm [1]

Group 1 - The company expects a net profit attributable to shareholders of between -135 million to -90 million yuan for 2025, with basic earnings per share ranging from -0.08 to -0.06 yuan [1] - The main reason for the performance change is the company's steady production and operations, along with enhanced management and operational efficiency, leading to a reduced loss margin for 2025 [1] - The pharmaceutical segment experienced mixed price changes for key products, with rising raw material costs and rapid growth of new products like peptides, although they are still in the cultivation stage, resulting in a slight decline in overall revenue and continued pressure on gross margins [1] Group 2 - The dye segment saw a recovery in profitability due to rising prices of core products, indicating a quick restoration of its profit capacity [1] - Preliminary assessments from the company's finance department indicate no signs of goodwill impairment for the Taizhou Qianjin asset group during the reporting period [1]