Core Viewpoint - Recently, the company Haisco (002653.SZ) responded to the Shenzhen Stock Exchange's inquiry regarding its plan to issue shares to specific investors, addressing concerns about its 1.365 billion yuan fundraising plan, including issues related to performance volatility and high dividends followed by immediate fundraising [1][2]. Financial Performance - In 2023 and 2024, Haisco's cash dividends reached 223 million yuan and 464 million yuan, accounting for 75.5% and 117.31% of the net profit attributable to shareholders, respectively [2]. - The company has maintained a high cash dividend ratio over the past decade, emphasizing its commitment to sharing operational results with investors [2][3]. - The average cash dividend as a percentage of net profit from 2022 to 2024 was 70.97%, which the company claims aligns with its profitability and cash flow [6]. Shareholder Structure - Haisco exhibits a highly concentrated ownership structure, with the top three shareholders benefiting significantly from the dividends [3][7]. - As of March 2025, the actual voting rights controlled by the three major shareholders amounted to 73.27%, with one shareholder expected to hold 40.11% after the dissolution of the joint action agreement [7]. R&D Expenditure - Haisco's R&D investment remained between 900 million and 1 billion yuan annually from 2022 to 2024, but the capitalization ratio of R&D expenses was notably high, at 53.39%, 40.98%, and 37.65% for the respective years [8]. - Compared to peers like Heng Rui Medicine and En Hua Pharmaceutical, Haisco's R&D capitalization ratio was significantly higher, raising regulatory concerns [8]. Production Capacity - Haisco's revenue growth has not translated into stable net profits, with non-recurring net profits fluctuating significantly, influenced by government subsidies [11]. - The company reported low production capacity utilization rates, with large volume injection products operating at 35%-55% and small volume injections and tablets below 30% [12]. - The company plans to use the proceeds from the fundraising to support six new drug R&D projects and to supplement working capital, which it believes will enhance production capacity utilization [13].

Core Viewpoint - Company announced the approval of a proposal to use its own funds to pay for part of the fundraising investment project and subsequently replace it with raised funds [1] Group 1 - The fifth session of the company's board of directors will be held on August 22, 2025, to review the proposal [1] - The proposal allows the company to initially use its own funds for the fundraising investment project during its implementation period [1] - The company plans to periodically replace the amount used with funds from the fundraising account, treating the replaced funds as part of the investment project usage [1]

（文章来源：证券日报） 证券日报网讯 8月22日晚间，海思科发布公告称，公司第五届董事会第二十九次会议审议通过了《关于 使用自有资金支付募投项目部分款项并以募集资金等额置换的议案》等。 ...

（编辑 任世碧） 证券日报网讯 8月22日晚间，海思科发布2025年半年度报告摘要称，2025年半年度公司实现营业收入 2，000，844，469.01元，同比增长18.63%；归属于上市公司股东的净利润128，821，952.97元，同比 下降21.79%。 ...

智通财经APP讯，海思科(002653.SZ)发布2025年半年度报告，该公司营业收入为20.01亿元，同比增长 18.63%。归属于上市公司股东的净利润为1.29亿元，同比减少21.79%。归属于上市公司股东的扣除非经 常性损益的净利润为1.45亿元，同比增长90.84%。基本每股收益为0.12元。 ...

| | 本报告期 | 上年同期 | | --- | --- | --- | | 营业收入(元) | 2,000,844,469.01 | 1, 686, 644, 106. 03 | | 归属于上市公司股东的净利 | 128,821,952.97 | 164, 716, 596. 18 | | 润(元) | | | | 归属于上市公司股东的扣除 非经常性损益的净利润 | 144,624,555.05 | 75,781,981.04 | | (元) | | | | 经营活动产生的现金流量净 | 349,631,890.42 | 110, 454, 565. 67 | | 额(元) | | | | 基本每股收益(元/股) | 0. 12 | 0. 15 | | 稀释每股收益(元/股) | 0.12 | 0. 15 | | 加权平均净资产收益率 | 3.11% | 3. 89% | | | 本报告期末 | 上年度末 | | 总资产(元) | 6, 991, 646, 121. 80 | 6, 798, 434, 381. 96 | | 归属于上市公司股东的净资 | 4, 064, 655, 622. 06 | 4, ...

Group 1 - The company held its 29th meeting of the 5th Board of Directors on August 22, 2025, via telecommunication voting, with all procedures complying with relevant laws and regulations [1][2] - The Board approved the 2025 semi-annual report and summary with a unanimous vote of 5 in favor, 0 abstentions, and 0 against [1] - The Board also approved a proposal to use its own funds to pay for part of the fundraising project expenses, which will later be replaced with equivalent amounts from the raised funds [2]

海思科8月22日晚间发布公告称，公司第五届第二十九次董事会会议于2025年8月22日以通讯表决方式召 开。会议审议了《2025年半年度报告及摘要》等文件。 （文章来源：每日经济新闻） ...

证券代码：002653 证券简称：海思科 公告编号：2025-094 海思科医药集团股份有限公司 2025 年半年度募集资金存放与实际使用情况 的专项报告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 根据中国证券监督管理委员会发布的《上市公司募集资金监管规则》 和深圳证券交易所发布的《上市公司自律监管指引第 1 号—主板上市公 司规范运作》等有关规定，海思科医药集团股份有限公司（以下简称 "公司"）董事会编制了截至 2025 年 6 月 30 日募集资金存放与实际使 用情况的专项报告。 一、 募集资金基本情况 募集资金投资项目资金使用情况详见附表 1：募集资金使用情况对 照表。 （一）募集资金金额及到位时间 经中国证券监督管理委员会《关于核准海思科医药集团股份有限公 司非公开发行股票的批复》（证监许可〔2022〕869 号）核准，公司于 2023 年 2 月 10 日非公开发行人民币普通股（A 股）股票 40,000,000 股， 发行价格为 20.00 元/股，募集资金总额为人民币 800,000,000.00 元， 扣除各项发行费用人民币 9,133, ...

海思科医药集团股份有限公司 2025 年半年度财务报告 海思科医药集团股份有限公司 2025 年半年度财务报告 2025 年 8 月 1 海思科医药集团股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：海思科医药集团股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 1,456,575,522.37 | 1,056,036,624.42 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | 150,132,639.04 | | 衍生金融资产 | | | | 应收票据 | 46,475,925.18 | 79,492,047.42 | | 应收账款 | 939,956,132.27 | 838,015,938.18 | | 应收款项融资 | 19,191,114.70 | 159,121,780.06 | | ...