YILING PHARMACEUTICAL(002603)

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中药板块10月9日涨0.51%,珍宝岛领涨,主力资金净流出2.47亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-09 09:03
证券之星消息,10月9日中药板块较上一交易日上涨0.51%,珍宝岛领涨。当日上证指数报收于3933.97, 上涨1.32%。深证成指报收于13725.56,上涨1.47%。中药板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603567 | 珍宝岛 | 11.60 | 4.50% | 13.51万 | | 1.56亿 | | 600993 | 马应龙 | 27.01 | 2.12% | 7.96万 | | 2.14亿 | | 002603 | 以岭药业 | 16.20 | 1.95% | - 16.60万 | | 2.67亿 | | 002082 | 万邦德 | 12.21 | 1.83% | 31.43万 | | 3.80亿 | | 000590 | 启迪药业 | 11.69 | 1.83% | 5.78万 | | 6626.53万 | | 300147 | ST香雪 | 10.41 | 1.56% | 15.19万 | | 1.60亿 | | 00272 ...
以岭药业涨2.01%,成交额2.03亿元,主力资金净流入576.93万元
Xin Lang Cai Jing· 2025-10-09 05:52
10月9日,以岭药业盘中上涨2.01%,截至13:31,报16.21元/股,成交2.03亿元,换手率0.92%,总市值 270.82亿元。 以岭药业所属申万行业为:医药生物-中药Ⅱ-中药Ⅲ。所属概念板块包括:创新药、抗癌药物、抗癌治 癌、中药、幽门螺杆概念等。 截至6月30日,以岭药业股东户数17.01万,较上期减少8.18%;人均流通股8093股,较上期增加8.91%。 2025年1月-6月,以岭药业实现营业收入40.40亿元,同比减少12.26%;归母净利润6.69亿元,同比增长 26.03%。 分红方面,以岭药业A股上市后累计派现39.54亿元。近三年,累计派现13.37亿元。 机构持仓方面,截止2025年6月30日,以岭药业十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股1759.21万股,相比上期减少567.82万股。南方中证500ETF(510500)位居第五大流通股 东,持股1239.65万股,相比上期增加176.50万股。汇添富中证中药ETF(560080)位居第十大流通股 东,持股384.98万股,相比上期减少43.25万股。 责任编辑:小浪快报 资金流向方面,主力资金净流入5 ...
以岭药业(002603) - 关于签订募集资金三方监管协议的公告
2025-10-08 07:45
证券代码:002603 证券简称:以岭药业 公告编号:2025-038 石家庄以岭药业股份有限公司 关于签订募集资金三方监管协议的公告 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。 一、2017 年非公开发行股票募集资金基本情况 经中国证券监督管理委员会《关于核准石家庄以岭药业股份有限公司非公 开发行股票的批复》(证监许可【2017】81 号)核准,公司采用向特定投资者非 公开发行的方式发行每股面值为人民币 1.00 元的普通股股票 74,720,183.00 股, 发行价格为每股人民币 17.48 元,募集资金总额为人民币 1,306,108,798.84 元, 扣除承销费、保荐费等发行费用人民币 17,300,000.00 元,募集资金净额为人民 币 1,288,808,798.84 元。本次发行的保荐人中国国际金融股份有限公司(以下简 称"中金公司")已于 2017 年 2 月 22 日将募集资金净额人民币 1,288,808,798.84 元汇入公司募集资金专用账户进行专户存储。上述资金到位情况业经中勤万信 会计师事务所(特殊普通合伙)审验,并于 2 ...
吉宏股份(02603)将于11月7日派发中期股息每股0.18元

智通财经网· 2025-09-30 13:06
智通财经APP讯,吉宏股份(02603)发布公告,该公司将于2025年11月7日派发中期股息每股0.18元人民 币。 ...
以岭药业(002603):2025年中报点评:利润端大幅改善,创新布局稳步推进
Huachuang Securities· 2025-09-30 03:43
Investment Rating - The report maintains a "Recommended" rating for Yiling Pharmaceutical (002603) with a target price of 19.5 CNY [2][8]. Core Insights - The company's profit significantly improved in Q2 2025, with a 51.2% year-on-year increase in net profit, attributed to optimizing revenue structure and reducing low-margin businesses [2][8]. - The first half of 2025 saw total revenue of 4.04 billion CNY, a decrease of 12.3% year-on-year, while net profit reached 670 million CNY, up 26.0% year-on-year [2][8]. Financial Performance Summary - **Revenue and Profit Forecasts**: - Total revenue is projected to grow from 6.51 billion CNY in 2024 to 10.46 billion CNY by 2027, with a year-on-year growth rate of 32.8% in 2025 [4][9]. - Net profit is expected to recover from a loss of 725 million CNY in 2024 to 1.72 billion CNY in 2027, reflecting a growth rate of 279.5% in 2025 [4][9]. - **Earnings Per Share (EPS)**: - EPS is forecasted to improve from -0.43 CNY in 2024 to 1.03 CNY in 2027 [4][9]. - **Valuation Ratios**: - The price-to-earnings (P/E) ratio is expected to decrease from -37 in 2024 to 15 in 2027, while the price-to-book (P/B) ratio is projected to decline from 2.6 to 1.8 over the same period [4][9]. Business Segment Analysis - **Respiratory Products**: - Revenue for respiratory products in the first half of 2025 was 920 million CNY, down 28.3% year-on-year, but with a gross margin of 70.9%, indicating cost optimization [8]. - **Cardiovascular Products**: - Revenue for cardiovascular products was 1.96 billion CNY in the first half of 2025, with a gross margin of 65.5%, showing significant improvement due to reduced raw material costs [8]. Innovation and R&D Progress - The company is advancing its pipeline of traditional Chinese medicine and chemical drugs, with several products entering clinical stages and expected to contribute to future revenue [8]. Investment Recommendation - The report suggests that the core product categories are stabilizing and recovering, with ongoing innovation in traditional Chinese medicine expected to drive long-term growth, thus maintaining the "Recommended" rating [8].
政策引领,药企加码,国产创新药持续爆发
Quan Jing Wang· 2025-09-29 11:47
2025年成为中国创新药发展的标志性年份。 仅在2025年上半年,国家药监局就批准上市创新药43款,其中40款由国内企业自主研发,3款为跨国企 业进口。这一数字背后,是中国创新药产业经过多年布局后迎来的成果爆发期。 国家层面密集出台的支持政策为创新药发展提供了强劲动力。9月1日,国家药监局副局长徐景和在2025 年"全国药品安全宣传周"启动仪式上透露,"十四五"期间,共批准创新药210个、创新医疗(002173) 器械269个,且均保持加速增长态势。 | 发布时间 | 发布单位 | 主要内容 | | --- | --- | --- | | 2025年1月 | 国务院办公厅发 | 通过完善审评审批机制、加强知识产权保护、积 | | | 布《关于全面深 | 极支持创新药推广使用等措施,从制度设计上鼓 | | | 化药品医疗器械 | 励和激发药品创新,为产业发展提供透明、稳定、 | | | 临管改革促进疾 | 可预期的政策环境,并明确通过多种措施努力缩 | | | 药产业高质量发 | 短审评审批时限,进一步加快创新药品上市进 | | | 展的意见》 | 程。 | | 2025年3月 | 《政府工作报 | 要培育生物 ...
吉宏股份(02603)9月26日斥资2003.85万元回购227.4万股A股

Zhi Tong Cai Jing· 2025-09-29 01:25
Group 1 - The company, Jihong Co., Ltd. (stock code: 02603), announced a share buyback on September 26, 2025, spending 20.0385 million yuan to repurchase 2.274 million A-shares [1]
簡訊:吉宏股份预告首三季盈利翻倍
Xin Lang Cai Jing· 2025-09-26 06:17
跨境社交电商企业厦门吉宏科技股份有限公司(2603.HK; 002603.SZ)周四公布,预计2025年首三季录 得净利润2.57亿元(3,600万美元)至2.7亿元,按年大增约95.1%至105.3%。 公司表示,受惠于跨境社交电商业务持续高速增长,及纸制快消品包装业务盈利能力显著提升,整体营 收与盈利能力显著提升。根据公告,扣除非经常性损益后的净利润亦达2亿元至2.1亿元之间,同比升幅 在65%至76%之间。 来源:市场资讯 (来源:BBW咏竹坊) 吉宏股份成立于2003 年,总部位于厦门,2016年在深交所上市。公司本业原是纸制包装,初期以产品 设计和营销为基础,在识别消费者需求方面累积相当经验,随后开始拓展跨境社交电商业务,采取"信 息找人"的推广方式,实现"货找人"的跨境社交电商模式。 今年5月,吉宏股份在港交所挂牌,上市至今股价累升63.2%。盈喜发布后,公司股价周五高开,至中 午休市报18.34港元,升2.17%。 ...
吉宏股份(02603)预计前三季度归母净利润同比增长55%–65%

智通财经网· 2025-09-25 13:43
报告期内,公司营业收入和利润均实现较大幅度增长,主要原因如下:1、跨境社交电商业务:公司坚 持技术驱动,持续践行创新赋能,继续深化品牌建设及区域拓展的同时,发挥行业专长及技术能力,营 收规模与利润实现较大幅度增长,促进公司整体业绩进一步提升。2、纸制快消品包装业务:受益于与 快消品细分领域行业龙头企业长期战略合作的良好基础,公司通过集团化精细管理,运营和资源利用效 率不断提高,盈利能力显著提升。 智通财经APP讯,吉宏股份(02603)发布公告,预计2025年前三季度归属于上市公司股东的净利润约人民 币2.09亿元至2.22亿元,比上年同期增长55.00%–65.00%。 ...
5年5新药打底!三大逻辑讲透:以岭药业为何如此“硬核”?
Quan Jing Wang· 2025-09-24 01:40
Core Viewpoint - Yiling Pharmaceutical has demonstrated strong core profitability indicators in its 2025 mid-term report, with a revenue of 4.04 billion yuan and a net profit of 669 million yuan, reflecting a year-on-year increase of 26.03% [1] Group 1: Financial Performance - The company has proposed a cash dividend of 3 yuan per 10 shares (including tax) as a way to reward shareholders [1] - Yiling's average annual R&D investment over the past three years has remained stable at 900 million yuan, ranking among the top three in the industry [1] - In 2024, R&D expenses are expected to account for 13.94% of revenue, significantly higher than the industry average [1] Group 2: Innovation and R&D - Yiling has maintained a stable innovation rhythm, with 1-2 new Class 1 traditional Chinese medicine (TCM) applications submitted for approval each year [2] - The company has successfully approved five Class 1 new drugs in the past five years, with four entering the medical insurance directory [2] - The recent approval of Qifang Nasal Congestion Tablets is expected to participate in national medical insurance negotiations by the end of the year, laying a foundation for future revenue growth [2] Group 3: International Expansion - Yiling's core theory of "Luo Disease" is transitioning from a "Chinese theory" to a "global topic," with clinical trials published in top international journals [3] - The company has registered and launched over ten TCM products in more than 50 countries and regions, translating international expansion into tangible sales [3] Group 4: Market Valuation - Despite Yiling's dual advantages of being an "innovative drug" and "international expansion" company, the market still values it using traditional TCM PE frameworks, failing to recognize its extensive R&D pipeline [4] - The estimated reasonable market value of Yiling is around 30 billion yuan, indicating a 20%-30% valuation discrepancy compared to current market consensus [4] - The ongoing policy support for TCM innovation and accelerated drug review processes present unprecedented development opportunities for Yiling [4]