| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002317 | 众生药业 | 19.81 | -8.16% | 92.14万 | 18.75 Z | | 002728 | 特一药业 | 12.95 | -6.43% | 93.80万 | 12.32 Z | | 300878 | 维康药业 | 27.14 | -3.83% | 4.93万 | 1.35亿 | | 002603 | 以岭药业 | 18.34 | -3.58% | 50.24万 | 2662.6 | | 002864 | 盘龙药业 | 34.79 | -3.50% | 4.97万 | 1.74亿 | | 002198 | 嘉应制药 | 7.10 | -3.27% | 26.27万 | 1.89亿 | | 600594 | 益佰制药 | 4.04 | -3.12% | 24.79万 | 1.01亿 | | 002644 | 佛慈制药 | 8.81 | -2.97% | 9.60万 | 8527.07万 | | 600222 | 太龙药 ...

Core Viewpoint - The A-share pharmaceutical sector has gained renewed investor interest due to the resurgence of COVID-19 cases in India, leading to fluctuations in the Chinese medicine ETF (560080) and notable stock performance among key companies in the sector [1][6]. Group 1: Market Performance - The Chinese medicine ETF (560080) experienced a nearly 2% decline on January 27, following a more than 1.4% increase the previous day, with trading volume surpassing 85 million yuan [1]. - Notable declines were observed in key stocks within the ETF, including Zhongsheng Pharmaceutical down over 7% and Yiling Pharmaceutical down over 5%, with several others also experiencing declines [3]. Group 2: Valuation Insights - The latest price-to-earnings ratio (PE TTM) for the index tracked by the Chinese medicine ETF (560080) is 24.57, indicating that the valuation is below 81.27% of the time since the index was published in May 2015, suggesting a favorable valuation opportunity [4]. Group 3: Company News - Zhongsheng Pharmaceutical announced a projected net profit of 260 million to 310 million yuan for 2025, marking a significant turnaround with an increase of 186.91% to 203.62% year-on-year [7]. - Yiling Pharmaceutical also forecasted a net profit of 1.2 billion to 1.3 billion yuan for 2025, indicating a key operational turning point [7]. - Kangyuan Pharmaceutical received approval for clinical trials of a new traditional Chinese medicine aimed at treating children's adenoid hypertrophy, marking a step forward in innovation [7]. Group 4: Industry Trends - The Chinese traditional medicine market is projected to exceed 700 billion yuan in 2024, driven by stable demand amid an aging population, although pricing volatility has been influenced by inventory adjustments and procurement policies [8]. - The industry is experiencing a consolidation trend, with leading companies capturing over half of the market revenue and profits, while ongoing policy focus on innovation and quality development is reshaping the competitive landscape [8].

证券日报网讯1月26日，众生药业（002317）发布公告称，公司预计2025年归属于上市公司股东的净利 润盈利26，000.00万元至31，000.00万元，上年同期亏损29，915.71万元，比上年同期增长186.91%至 203.62%。 ...

Group 1 - Company Sanwei Communication announced a partnership to establish a private equity fund with a total investment of 114 million yuan, with the company contributing 25 million yuan, focusing on high-tech industries such as smart manufacturing and new energy [1] - Zijin Mining plans to acquire 100% of Allied Gold Corporation for approximately 280 billion yuan, with core assets including gold mines in Mali and Ivory Coast, and an expected increase in gold production to 25 tons by 2029 [2] - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of solvents annually for three years [3] Group 2 - China Aluminum International reported a new contract total of 468.36 billion yuan for 2025, a year-on-year increase of 51.94%, with significant growth in industrial and overseas contracts [4] - Jianxin Co. expects a net loss of 20 to 29 million yuan for 2025, compared to a profit of 19.37 million yuan in the previous year [5] - ST Dongjing anticipates a loss of 40 to 60 million yuan for 2025, an improvement from a loss of 73.45 million yuan in the previous year [6] Group 3 - Zhejiang Haideman plans to raise up to 1.517 billion yuan through a private placement for high-end machine tool projects [7] - Anlu Technology intends to raise up to 1.262 billion yuan for FPGA chip development projects [8][9] - AVIC Chengfei expects a net profit increase of 5.47% to 11.67% for 2025, projecting profits between 3.4 billion and 3.6 billion yuan [10] Group 4 - Hengtong Technology forecasts a net profit increase of 82.95% to 110.05% for 2025, with expected profits between 270 million and 310 million yuan [11] - Qingmu Technology anticipates a net profit increase of 30% to 50% for 2025, projecting profits between 118 million and 136 million yuan [13] - Zhongke Microelectronics expects a loss of 18 to 25 million yuan for 2025, marking a shift from profit to loss [14] Group 5 - Huashan Electric predicts a loss of 42 to 49.2 million yuan for 2025, compared to a loss of 26.77 million yuan in the previous year [15] - Qitian Technology expects a loss of 60 to 95 million yuan for 2025, an improvement from a loss of 214 million yuan in the previous year [16] - Sanyuan Gene announced a plan to reduce its shareholding by up to 2% [17] Group 6 - Zhongxing Junye forecasts a net profit increase of 134.32% to 173.37% for 2025, with expected profits between 300 million and 350 million yuan [18] - Shengshi Technology anticipates a net profit decrease of 50.26% to 64.55% for 2025, projecting profits between 62 million and 87 million yuan [19] - Lante Optical expects a net profit increase of 70.04% to 81.38% for 2025, with projected profits between 375 million and 400 million yuan [20] Group 7 - Dongfang Risen anticipates a loss of 2.3 to 2.9 billion yuan for 2025, compared to a loss of 3.436 billion yuan in the previous year [21] - Wandong Medical announced a change in leadership, electing Wang Jianguo as the new chairman [22] - Longsoft Technology expects a loss of 49 to 60 million yuan for 2025, with projected revenues between 148 million and 164 million yuan [23] Group 8 - Zongyi Co. forecasts a net profit increase of approximately 264.05% for 2025, with expected revenues of around 480 million yuan [24] - Sifang New Materials anticipates a loss of around 300 million yuan for 2025, with projected revenues of about 1 billion yuan [25] - Jiuding New Materials plans to acquire 100% of Jiuding New Energy for 39.51 million yuan [26] Group 9 - Kangyuan Pharmaceutical received approval for clinical trials of a new drug aimed at treating children's ailments [27] - Kaipu Testing announced plans for share reductions by its chairman and vice president [28] - Fengfan Co. intends to acquire 51% of Yanling Jiaye for 382.5 million yuan, with performance commitments for the next three years [29][30] Group 10 - Axin Security received a government subsidy of 6.8 million yuan [31] - Ge Microelectronics announced plans for a share reduction by a major shareholder [32] - ST Yingfit expects a loss of 24 to 31 million yuan for 2025, a reduction from a loss of 40.4 million yuan in the previous year [33] Group 11 - Fujilai forecasts a net profit increase of 282.17% to 296.8% for 2025, with expected profits between 62.7 million and 65.1 million yuan [34] - Huakong Saige anticipates a loss of 97 to 120 million yuan for 2025, a shift from a profit of 17.03 million yuan in the previous year [35] - Landun Optical expects a loss of 70 to 95 million yuan for 2025, compared to a profit of 6.49 million yuan in the previous year [36] Group 12 - ST Zhongji forecasts a loss of 35 to 55 million yuan for 2025, compared to a loss of 231 million yuan in the previous year [37] - Zhongsheng Pharmaceutical expects a profit of 260 to 310 million yuan for 2025, reversing a loss of 299 million yuan in the previous year [38] - Youkeshu reported a net loss of 13.85 million yuan for the first three quarters of 2025 [39] Group 13 - Haosheng Electronics anticipates a net profit decrease of 56.85% to 59.77% for 2025, projecting profits between 69 million and 74 million yuan [40] - Xiangyuan Cultural Tourism plans to withdraw from a low-altitude economic investment fund [41] - Guoen Co. has set a preliminary price range of 34 to 42 HKD for its H-share issuance [42]

北京商报讯（记者 丁宁）1月26日晚间，众生药业（002317）发布2025年度业绩预告显示，公司2025年 预计实现归属净利润2.6亿元至3.1亿元，比上年同期增长186.91%至203.62%，同比实现扭亏。 众生药业表示，报告期内，公司在多产品运营的总体策略下，稳固基本盘，努力提升业绩。公司集中资 源支持代谢性疾病、呼吸系统疾病等治疗领域创新药的研发工作，已有2个创新药来瑞特韦片、昂拉地 韦片获批上市，是公司未来业绩重要增长极。 ...

公司预计2025年年度归属于上市公司股东的净利润较2024年度增长186.91%–203.62%，主要原因是2024 年度受计提资产减值损失及非经常性损益项目的影响。2024年度公司计提的资产减值损失共计54,668.07 万元，减少2024年归属于上市公司股东的净利润48,409.79万元，2024年度非经常性损益为-3,884.44万 元，主要为公司持有的纳入交易性金融资产的股票发生公允价值变动以及公司根据二审诉讼结果计提款 项所致。 格隆汇1月26日丨众生药业(002317.SZ)公布，预计2025年归属于上市公司股东的净利润26,000.00万元至 31,000.00万元，同比扭亏为盈，扣除非经常性损益后的净利润27,000.00万元至32,000.00万元，同比扭亏 为盈。 ...

Company Performance - The company expects a net profit attributable to shareholders of 260 million to 310 million yuan for 2025, marking a turnaround from a loss in the previous year [1] - Basic earnings per share are projected to be between 0.31 yuan and 0.37 yuan, compared to a loss of 0.36 yuan per share in the same period last year [1] Strategic Focus - The performance change is primarily attributed to the company's strategic positioning of "traditional Chinese medicine as the foundation, innovation leading, and quality and efficiency being prioritized" [1] - The company is concentrating resources on the research and development of innovative drugs in the treatment areas of metabolic diseases and respiratory diseases [1] Growth Drivers - Two innovative drugs, Lai Ruitewei tablets and Angladiwei tablets, have been approved for market launch, which are expected to be significant growth drivers for the company's future performance [1]

格隆汇1月26日｜众生药业公告，公司预计2025年年度归属于上市公司股东的净利润为2.6亿元-3.1亿 元，较2024年度增长186.91%-203.62%，主要原因是2024年度受计提资产减值损失及非经常性损益项目 的影响。2024年度公司计提的资产减值损失共计54,668.07万元，减少2024年归属于上市公司股东的净利 润48,409.79万元，2024年度非经常性损益为-3,884.44万元，主要为公司持有的纳入交易性金融资产的股 票发生公允价值变动以及公司根据二审诉讼结果计提款项所致。 ...

Financial Performance Forecast - The company expects a net profit attributable to shareholders for 2025 to be between ¥26,000.00 million and ¥31,000.00 million, representing a growth of 186.91% to 203.62% compared to the previous year[3]. - The net profit after deducting non-recurring gains and losses is projected to be between ¥27,000.00 million and ¥32,000.00 million, indicating a growth of 203.72% to 222.93% year-over-year[3]. - The basic earnings per share is expected to be between ¥0.31 and ¥0.37, a significant recovery from a loss of ¥0.36 per share in the previous year[3]. - The anticipated growth in net profit is primarily due to the impact of asset impairment losses and non-recurring gains and losses in 2024, which totaled ¥54,668.07 million and reduced the net profit by ¥48,409.79 million[6]. - The company reported non-recurring losses of ¥3,884.44 million in 2024, primarily due to fair value changes in trading financial assets and litigation-related provisions[6]. Strategic Focus - The company has successfully launched two innovative drugs, which are expected to be key growth drivers for future performance[5]. - The company emphasizes a strategic focus on innovation in the treatment of metabolic and respiratory diseases, aiming to enhance overall performance[5]. Earnings Forecast Process - The company did not conduct pre-communication with the accounting firm regarding this earnings forecast, and the specific data will be finalized in the 2025 annual report[4]. - The financial data presented is preliminary and subject to final audit results, with a commitment to timely information disclosure to investors[7]. - The earnings forecast period is from January 1, 2025, to December 31, 2025[2].

众生药业公告称，2025年公司预计归属于上市公司股东的净利润为2.60亿元至3.10亿元，实现扭亏为 盈，同比增长186.91% - 203.62%；扣除非经常性损益后的净利润为2.70亿元至3.20亿元，同比增长 203.72% - 222.93%。基本每股收益盈利0.31元/股至0.37元/股。业绩增长主要因公司按战略定位提升业 绩，2个创新药获批上市，且2024年受计提资产减值损失及非经常性损益项目影响基数较低。本次业绩 未经审计，具体数据以年报为准。 ...