证券代码：002603 证券简称：以岭药业 公告编号：2025-036 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参与本 次互动交流，活动时间为 2025 年 9 月 15 日（周一）15:00-17:00。届时公司董事长、 总经理吴相君，董事、董事会秘书吴瑞，董事、财务负责人李晨光将在线就公司业 绩、公司治理、发展战略、经营状况和可持续发展等投资者关心的问题，与投资者 进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 石家庄以岭药业股份有限公司 董事会 2025 年 9 月 11 日 关于参加 2025 年河北辖区上市公司投资者网上集体接待日 暨 2025 年半年报集体业绩说明会的公告 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。 为进一步加强与投资者的互动交流，石家庄以岭药业股份有限公司（以下简称 "公司"）将参加由河北省上市公司协会联合深圳市全景网络有限公司举办的"2025 年河北辖区上市公司投资者网上集体接待日暨 2025年半年报集体 ...

Core Points - The 2025 list of the top 100 private enterprises in Hebei Province was released by the Hebei Federation of Industry and Commerce on September 9 [1] - The list includes various sectors, highlighting the diversity and strength of private enterprises in the region [6] Group 1: Top 100 Private Enterprises - The list features companies such as Yuhua Steel Co., Ltd., Tangshan Ganglu Steel Co., Ltd., and Jinko Solar Technology Co., Ltd. [2][3][4] - Notable mentions include Longcheng Automotive Co., Ltd. and Hebei Construction Group [4][6] Group 2: Manufacturing Sector - The top 100 private manufacturing enterprises include companies like Jingye Group Co., Ltd. and Hebei Xinhua United Metallurgical Holding Group [6][7] - The manufacturing sector showcases a strong representation of steel and automotive industries [6][20] Group 3: Service Sector - The top 100 private service enterprises feature Hebei Qianxihe Food Co., Ltd. and Xinlian Logistics Group [13][14] - This indicates a growing service industry alongside traditional manufacturing [13] Group 4: R&D Investment - The top 100 private enterprises in R&D investment include Changcheng Automotive Co., Ltd. and Shijiazhuang Yiling Pharmaceutical Co., Ltd. [20][26] - This highlights the emphasis on innovation and technology development within Hebei's private sector [20] Group 5: Patent Holdings - The top 100 private enterprises for invention patents are led by Changcheng Automotive Co., Ltd. and New Hope Liuhe Co., Ltd. [26][27] - This reflects the commitment to intellectual property and innovation among leading companies in Hebei [26]

Core Viewpoint - Yiling Pharmaceutical experienced a 2.58% increase in stock price on September 9, with a trading volume of 941 million yuan, indicating positive market sentiment towards the company [1] Financing Summary - On September 9, Yiling Pharmaceutical had a financing buy-in amount of 91.5 million yuan, with a net financing buy of 8.94 million yuan after repayments [1] - The total financing and securities lending balance reached 720 million yuan, with the financing balance at 713 million yuan, accounting for 2.44% of the circulating market value, which is below the 50th percentile of the past year, indicating a low level of financing [1] - In terms of securities lending, 200 shares were repaid, and 13,800 shares were sold short, with a total selling amount of 241,100 yuan, while the securities lending balance stood at 6.8 million yuan, exceeding the 80th percentile of the past year, indicating a high level of short selling [1] Company Performance - As of June 30, Yiling Pharmaceutical had 170,100 shareholders, a decrease of 8.18% from the previous period, while the average circulating shares per person increased by 8.91% to 8,093 shares [2] - For the first half of 2025, Yiling Pharmaceutical reported a revenue of 4.04 billion yuan, a year-on-year decrease of 12.26%, while the net profit attributable to shareholders increased by 26.03% to 669 million yuan [2] - Since its A-share listing, Yiling Pharmaceutical has distributed a total of 3.954 billion yuan in dividends, with 1.337 billion yuan distributed over the past three years [2] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder with 17.5921 million shares, a decrease of 5.6782 million shares from the previous period [2] - The Southern CSI 500 ETF ranked fifth among circulating shareholders with 12.3965 million shares, an increase of 1.765 million shares [2] - The Huatai-PineBridge CSI Traditional Chinese Medicine ETF was the tenth largest circulating shareholder with 3.8498 million shares, a decrease of 432,500 shares [2]

Core Viewpoint - Yiling Pharmaceutical, as a national innovative enterprise, maintains a strong position in China's pharmaceutical industry through its deep accumulation and continuous innovation in patented traditional Chinese medicine (TCM) [1] Group 1: Financial Performance - In the first half of 2025, the company achieved a net profit of 669 million yuan, a year-on-year increase of 26.03%, reflecting significant improvement in profitability [12] - The overall gross profit margin increased by 6 percentage points to 59.52% compared to the same period last year, driven by a decrease in the prices of some Chinese medicinal materials and internal efficiency improvements [12][11] - The company’s operating revenue reached 4.04 billion yuan in the first half of 2025, with a notable contribution from cardiovascular products, which generated 1.96 billion yuan, accounting for 48.60% of total revenue [2][11] Group 2: Product Portfolio and Market Position - Yiling Pharmaceutical has developed 17 patented TCM products covering 8 major clinical disease systems, with key products like Tongxinluo and Lianhua Qingwen leading in their respective markets [2][4] - The market share of Tongxinluo, Sansong Yangxin Capsule, and Qiliqiangxin Capsule in the cardiovascular market increased from 13.64% in 2015 to 18.13% in 2024, ranking them among the top 10 in the public medical market [3] - Lianhua Qingwen remains the top cold medication in the public medical market with a market share of 20.74% in 2024 [4] Group 3: Research and Development - The company invested 399 million yuan in R&D in the first half of 2025, accounting for 9.87% of its operating revenue, which is significantly higher than industry peers [12][13] - Yiling Pharmaceutical holds over 870 valid patents, including 511 invention patents, establishing a strong technological barrier [13] - The company is actively pursuing innovation in TCM, with ongoing projects in various therapeutic areas, including respiratory, endocrine, and digestive systems [13][16] Group 4: Industry Outlook - The TCM industry is experiencing a golden development period driven by supportive policies, increasing demand, and technological advancements [17] - The Chinese government has introduced multiple policies to support TCM, enhancing quality and promoting modernization and internationalization [17] - The aging population and rising prevalence of chronic diseases in China are expanding the market space for TCM, highlighting its unique advantages in chronic disease management [17]

Core Viewpoint - Yiling Pharmaceutical, a leading innovative enterprise in traditional Chinese medicine, has demonstrated significant growth and resilience, with a net profit increase of 26.03% in the first half of 2025, driven by strong R&D investment and a robust product portfolio [1][7]. Group 1: Company Overview - Yiling Pharmaceutical has over 30 years of experience and has completed multiple national-level research projects, earning over 500 domestic and international drug invention patents [1]. - The company focuses on the R&D, production, and sales of patented traditional Chinese medicine, while also expanding into biopharmaceuticals and health industries [1]. Group 2: Product Portfolio - The company has 17 patented traditional Chinese medicine products covering 8 major clinical disease systems, with key products like Tongxinluo and Lianhua Qingwen included in national insurance and essential drug lists [2]. - In the cardiovascular sector, the company has developed innovative patented medicines that address common ischemic heart and cerebrovascular diseases, achieving a market share increase from 13.64% in 2015 to 18.13% in 2024 [3]. Group 3: Financial Performance - In the first half of 2025, the company achieved a revenue of 4.04 billion yuan, with cardiovascular products contributing 1.96 billion yuan (48.60% of total revenue) and respiratory products 921 million yuan (22.80%) [3]. - The overall gross profit margin improved by 6 percentage points to 59.52%, with net profit reaching 669 million yuan, reflecting a strong operational performance [7]. Group 4: R&D and Innovation - Yiling Pharmaceutical's R&D investment reached 399 million yuan in the first half of 2025, accounting for 9.87% of revenue, positioning the company as a leader in the industry [8]. - The company has a substantial patent portfolio with 870 effective patents, including 511 invention patents, which create significant technological barriers [8]. Group 5: Market Trends and Future Outlook - The traditional Chinese medicine industry is experiencing a golden development period driven by supportive policies, increasing demand, and technological advancements [11]. - Yiling Pharmaceutical is expected to strengthen its market position through innovation, cost structure optimization, and expansion into new therapeutic areas [12].

以岭药业（002603.SZ）9月9日在投资者互动平台表示，2025年6月19日，以岭药业一项"三环稠杂环类 PDE3/4双重抑制剂及其制备方法与应用"获得国际专利许可，专利申请号为PCT/CN2024/138683。 （记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：以岭药业的PDE3/4抑制剂成功突破专利了吗？ ...

每经AI快讯，有投资者在投资者互动平台提问：本人在线下北京同仁堂药店中看到门口C位有八子补肾 胶囊的摆放，销售人员也在热情介绍八子的抗衰老功效，请问贵公司是和同仁堂合作了吗？ 以岭药业（002603.SZ）9月9日在投资者互动平台表示，在零售端，八子补肾产品主要集中在连锁药 店、特渠、线上渠道销售，目前公司已与多家连锁药店建立合作关系，共同探索抗衰老药物的有效销售 模式，识别和挖掘潜在需求客户。 （文章来源：每日经济新闻） ...

格隆汇9月9日丨以岭药业(002603.SZ)于投资者互动平台表示，在零售端，八子补肾产品主要集中在连 锁药店、特渠、线上渠道销售，目前公司已与多家连锁药店建立合作关系，共同探索抗衰老药物的有效 销售模式，识别和挖掘潜在需求客户。 ...

今日（9.8），大盘全天走势分化，沪指收涨0.38%。市场震荡环境下，业绩相对稳健、估值性价比更高的品种或受资金关注。以兼具消费和医药属 性的中药板块为例，中药ETF（560080）收涨1.35%，全天成交额超8500万元，环比放量15%，场内溢价坚挺！资金面上，中药ETF（560080）已连 续5日获资金青睐，累计净流入超7300万元！ 【中药ETF（560080）年初以来行情走势&成交额变化】 （1）中药创新药企业：部分企业受2024H1高基数、产品集采降价等影响因而业绩承压，但如方盛制药在部分集采产品稳健销售的同时，渠道覆盖 稳步推进，促使创新中药产品实现较快速的销售增长；以岭药业在经历去库存周期后叠加中药材原材料价格下降等因素迎来利润拐点。 （2）OTC及消费类企业：部分企业受核心药品市场需求下降、消费疲软影响大健康业务等因素致使业绩承压，但如羚锐制药受益于人口老龄化长 期发展逻辑；佐力药业乌灵胶囊具备"医保+基药"双目录资质，叠加集采大规格替换进而稳健放量。 （3）国企改革：部分企业受经营战略调整、业务结构优化等因素影响致使业绩承压。 【国资药企有望价值重估】 消息面上，8月27至30日，高层举办企 ...

Core Viewpoint - The establishment of the Rare and Endangered Chinese Medicinal Materials Professional Committee aims to enhance the protection and sustainable use of rare and endangered medicinal materials, aligning with national policies on traditional Chinese medicine [1] Group 1: Industry Developments - The Rare and Endangered Chinese Medicinal Materials Professional Committee was inaugurated in Nanning, Guangxi, with Yiling Pharmaceutical (002603) elected as the vice-chairman unit [1] - The committee's formation is a practical implementation of the central government's directive to strengthen the protection of rare and endangered medicinal plants and support the research and development of alternatives [1] Group 2: Company Initiatives - Yiling Pharmaceutical has actively pursued international expansion, with patented traditional Chinese medicine products launched in over 50 countries and regions [1] - The company aims to play a "bridge role" in the compliant trade of rare and endangered medicinal materials, transitioning from resource protection to sustainable models of "compliant use + industrial implementation + international promotion" [1] Group 3: Future Directions - The committee signifies a new phase of "industry collaboration and standardized development" in the protection and utilization of rare and endangered medicinal materials in China [1] - Future efforts will focus on resource protection, driven by technological innovation and regulated trade, to promote high-quality development of traditional Chinese medicine [1]